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Posts

  • Ashok
    Self Service Procurement Cloud Release 13: Consider Legal...4.7
    Topic posted January 17, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Self Service Procurement Cloud Release 13: Consider Legal Entity Time Zones in Date Conversions in Self Service Procurement
    Summary:
    Convert Dates based on Legal Entity Time Zones in Requisitions
    Content:

    Business Problem:

    Self Service Procurement captures several dates as part of the create requisition process including:

    a) Conversion Date (used for foreign currency conversions)

    b) Need by Date (used in downstream purchasing flows) and

    c) Budget Date (used for budgetary control and encumbrance transactions).

    If the business operates in different time zones, there arise potential issues when using these dates. 

    Take the following use cases:

    1. Currency conversion rates for a customer, whose financial division was based in the US, were loaded at midnight Pacific time.  The cloud database servers use UTC timezone, say with a business division in Asia. In this scenario, when user in Asia tries to create a requisition during early IST hours e.g  9 A.M. IST, the requisition creation process ran into an issue because the system was not be able to find any rates because they did not yet exist for the new day in Asia. The currency conversion rates were still as of the previous day.

    2. Here, the Cloud Database was in the GMT timezone. When requisition was created during late EST hours, say at 10:00 P.M. EST on a specific day with Need By Date being that same day, the validation on the date failed because the server was running in a timezone where it is already the next day, The system was treating the Need By Date on the requisition  as older than the current date and failing.

    How we addressed this:

    With this feature implemented,  the relevant dates would be converted / defaulted to the date as in Legal Entity timezone. 

    For instance, in Use Case 1. above, when creating a requisition during IST time, the system would still recognize the conversion rates based on the time zone of the Legal Entity (i.e Pacific TZ).

  • Ashok
    Self Service Procurement Privileges not assigned out of the...114.9
    Topic posted September 19, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ, Requisition Mobile, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Self Service Procurement Privileges not assigned out of the box to Roles
    Summary:
    Self Service Procurement Privileges not assigned out of the box to Roles
    Content:

    Hi all

    You asked and we heard you. There was a response to my query on this forum asking what sort of topics you would like to see articles written. One of the suggested topics was to see a list of all privileges that were defined for Fusion Self Service Procurement but not assigned to any roles out of the box and a brief description of their function.

    Here you go:

    Privilege Title

    Privilege Technical Name

    Privilege Description

    Comments

    Create Requisition via Mobile App

    POR_CREATE_REQUISITION_VIA_MOBILE_APP

    Allows a user to create a requisition using the Mobile App.

    You need this privilege to enable access for a user to create a requisition using the Fusion Self Service Procurement Mobile Application.

    Edit Requisition as Approver

    POR_CREATE_REQUISITION_-_ALLOW_APPROVER_MODIFICATION

    Allows users to modify requisitions as approvers.

    Use this privilege if you wish to allow approvers the ability to edit a requisition during the approval process. A link entitled ‘Edit Requisition’ will be enabled with this privilege on the approval notification.

    Reassign Requisition

    POR_REASSIGN_REQUISITION

    Allows users to reassign requisitions entered by others.

    Without this privilege you can only reassign requisitions that you created.

    View Requisition - All

    POR_VIEW_REQUISITION_ALL

    Allows users to view all requisitions in the authorized business units.

    Use this privilege to assign to those users who need access to view requisitions created by any requester or preparer. The feature is based on the business units to which the user currently has access.

    Edit Approval Rules in Oracle BPM Worklist

    POR_EDIT_APPROVAL_RULES_IN_BPM_WORKLIST

    Allows users to edit approval rules in Oracle Business Process Management Worklist Application after using the Oracle Procurement Manage Approvals to edit rules.

     

    Cancel Requisition Line in Spreadsheet

    POR_CANCEL_REQUISITION_LINE_IN_SPREADSHEET

    Enable self-service users to submit cancellation of requisition lines in bulk using a spreadsheet.

    With this privilege, a task entitled ‘Cancel Requisition Line in Spreadsheet’ will be available in the Shopping home page under the More Tasks menu.

    At this point, I would also like to remind you of the manual that lists all privileges and roles across Procurement. Here is a link to the latest security manual for additional reference.

    https://docs.oracle.com/en/cloud/saas/procurement/18b/oapcm/index.html#_Toc468200735_1

    Do let us know through your feedback on whether you found this useful!

  • FelixM
    Self Service Procurement Smart forms - Upload1
    Topic posted March 16, 2019 by FelixMRed Ribbon: 250+ Points, tagged Create Requisition in Procurement > Self Service Procurement public
    Title:
    Self Service Procurement Smart forms - Upload
    Summary:
    Self Service Procurement Smart forms - Upload
    Content:

    Is there a way of uploading the smart forms, rather than manually entering them?

    Version:
    19A
  • Nishanth B Jain
    Send Notifications to Requester Based on Need by Date...Answered45.0
    Topic posted December 10, 2018 by Nishanth B JainBronze Crown: 15,000+ Points, tagged Approvals/Notification, Create Requisition, How-To, White Paper in Procurement > Self Service Procurement public
    Title:
    Send Notifications to Requester Based on Need by Date without using Confirm Receipt program
    Content:

    Hi All,

    We were trying to send notification to all requester's based on need by date (- X days).

    As per note id : How to Send Notifications to Buyers Based on Need by Date ( Doc ID 2064289.1 ), we were able to create iBot.

    But in our case email should trigger to individual requester having different email id's with corresponding purchase order details.

    Similar to what we have on confirm receipt notification detail section. Also there is no action required on these notifications.

    Any idea on this?

    Thanks,

    Nishanth

  • Alan
    Service Start & End Dates + Requested Receive...135.0
    Topic posted August 7, 2018 by AlanSilver Trophy: 7,500+ Points, tagged Create Requisition in Procurement > Self Service Procurement public
    Title:
    Service Start & End Dates + Requested Receive By/Delivery Dates
    Summary:
    Why are Service Start & End Dates or Requested By & Delivery Dates not Standard Fields?
    Content:

    Hi All,

    I have received multiple inquiries with regards to having the Service Start & End Date as default standard fields when creating a Purchase Requisition. This would be greatly helpful to understand the service period for a given service that we are trying to purchase from a supplier. Not only will this help the requester with reminding them that they have already created a PR for the given service period, this would also greatly help our Accounting Team with their accrual process. 

    As of today, how are others dealing without fields to put in Service Start & End Dates or even a field to have a Requested By or Delivery Date? Are you simply asking the requester to put these dates in the description for each line item? 

    Thanks!

    -Alan

  • Mohammad Alhindawi
    Shipments Document Sequence1
    Topic posted March 11, 2019 by Mohammad AlhindawiRed Ribbon: 250+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, BI Publisher Reports, Budget/Encumbrance, Business Intelligence, Business Intelligence - BI, Create Requisition, FAQ, How-To, Internal Material Transfer, Intrastat, Inventory & Cost Management Analytics Cloud, Inventory Cloud, Manage Procurement Catalog, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, SCM, Setup, Supply Chain Financial Orchestration, Supply Chain Orchestration, Tip, Update Preparer and Requester, White Paper in Inventory and Logistics > Inventory public
    Title:
    Shipments Document Sequence
    Summary:
    Shipments Document Sequence
    Content:

    Hello,

     

    How can I set up or define a sequence for my shipment documents based on the business unit?

     

    Thank you.

    Version:
    Oracle Fusion Inventory Management Cloud Service
  • Ashok
    Shopping page: Price related criteria to display or not...65.0
    Topic posted November 30, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Tip in Procurement > Self Service Procurement public
    Title:
    Shopping page: Price related criteria to display or not display items during shopping
    Summary:
    Shopping page: Price related criteria to display or not display items during shopping
    Content:

    Customers

    A few of you have posted this question on forums. I thought it might be useful for you to review this as a refresher

    Topic:

    What is the criteria used to display items when shopping as it relates to item price. 

    Design:

    The table below attempts to capture the scenarios based on which items are returned or not returned in Shopping. The variables in this equation are:

    a) Item Type: Purchasable only, Internally Transferable only or both

    b) Price: Null, 0 or > 0 (could be transfer price or price defined in an agreement or master item price)

    c) Profile Option: POR_DISPLAY_ITEM_COUNT (Values Yes or No)

    The table below articulates the currently designed behavior. This can be summarized very simply as follows:

    A. Purchasable Only items are not displayed in the search results if price is Null (i.e. Master Item price not defined in PIM) whether the value of the profile option is Yes or No.

    B. However, the shop by category will list that item's category if the profile option is set to No.

    Review the detailed matrix below.

    Purchasable/Internally Transferable/Both

    Profile Option “POR_DISPLAY_ITEM_COUNT” Value

    Price for the item (Item Master or Transfer Price)

    Display Category in Shop by Category?

    Display Results from Shop by Category click?

    Display Results from Shopping Keyword Search?

     

     

     

    Purchasable Only

     

    Yes

     

    Null

    No

    No

    No

    0 or greater

    Yes

    Yes

    Yes

     

    No

     

    Null

    Yes

    No

    No

    0 or greater

    Yes

    Yes

    Yes

     

     

    Internally Transferable Only

     

    Yes

    Null

    Yes

    Yes

    Yes

    0 or greater

    Yes

    Yes

    Yes

     

    No

    Null

    Yes

    Yes

    Yes

    0 or greater

    Yes

    Yes

    Yes

     

     

    Both

     

    Yes

    Null

    Yes

    Yes

    Yes

    0 or greater

    Yes

    Yes

    Yes

     

    No

    Null

    Yes

    Yes

    Yes

    0 or greater

    Yes

    Yes

    Yes

    Do let me know if this article reads well and / or is helpful.

  • Ashok
    Shopping Search Results: Differences in behavior between the...45.0
    Topic posted April 10, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ, Requisition Mobile in Procurement > Self Service Procurement public
    Title:
    Shopping Search Results: Differences in behavior between the Online and Mobile Application
    Summary:
    Differences in search behavior in Shopping Search Results between the Online and Mobile Application
    Content:

    Customers / Support

    I was encouraged to write this article based on a recent issue I encountered from a support ask on the Forum Post. In this case, the customer simply had the following issue:

    Problem Statement:

    Customer user searches using a search keyword online and the system returns search results. The exact same terms produces no search results on the Mobile App.

    Designed Behavior:

    Now, I realize some of you may already be aware of some of this but, I do think it helps to see them in a published form to confirm that perspective or understanding. The differences between the two are discussed in the table below:

    Feature

    Online Application

    Mobile Application

    Coverage

    Local Catalogs

    Punchout Catalogs

    Smart Forms

    Information Catalogs

    Local Catalogs

    Punchout Catalogs

     

     

    Items

    Master Items

    Punchout Search Items

    Agreement Backed Items

    Items with Information Templates associated with them

    Items on a Local Catalog

    Items not associated with Information Templates

    Exclusions:

    1. As DFF infrastructure is not currently supported via the Mobile App Self Service Procurement features, Information Templates using that very infrastructure is the reason it is not supported

    2. Items whose price or amount cannot be converted into the Functional Currency, i.e. the transaction currency is different than the functional currency and no conversion rate exists

  • Akancha Sinha
    Source Organization defaulting same as Destination...Answered4
    Topic posted July 19, 2019 by Akancha SinhaGreen Ribbon: 100+ Points, tagged Create Requisition, Internal Material Transfer, Setup in Procurement > Self Service Procurement public
    Title:
    Source Organization defaulting same as Destination Organization
    Content:

    Hi Team,

    I am using the new feature as per below Note -

    Fulfill Expense Requisitions for Agreement Based Catalog Items From Internal Sources Feature Functionality (Doc ID 2516818.1)

    I have done the below setups -

    a) Opt-in 'Fulfill Expense Requisitions for Agreement Based Catalog Items from Internal Sources' must be enabled. 

    b) Requester must have the privilege 'Create Internal Material Requisitions'

    c) The destination type should be 'Expense'

    d) A valid BPA must exist for the item

    e) The master item must be available in the appropriate Deliver-to Organization

    Source Organization - A

    Destination Organization - B

    On-hand available in Source organization A. 

    All IMT setup is in place for the Item ( non-planned ) .

    I have below issue -

    1. When i am trying to add the Item through catalog, I am getting the below error.

    An error occurred while retrieving the transfer price. Contact the Procurement application administrator. (POR-2010597)

    2. When I am going to 'Enter Requisition Line' and entering the Item. The Source Organization is defaulting same as Destination Organization i.e. 'B' and giving the below error.

    An error occurred while retrieving the transfer price. Contact the Procurement application administrator. (POR-2010597)

     I can manually change the Source Organization to A and continue without any issue and transfer Order gets created successfully. 

    Please advise.

     

    Thanks,

    Akancha

     

  • Ashok
    Spend Control enforced through Approvals45.0
    Topic posted October 13, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals, Approvals/Notification, Create Requisition, How-To, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Spend Control enforced through Approvals
    Summary:
    Spend Control enforced through Approvals
    Content:

    Customers

    You are probably very familiar with this requirement. I have encountered more than a few posts citing the need to ensure that when a requisition is approved, spending is reigned in if the approved amount is likely to exceed the agreement line amount. You do not want a requisition approved backed by an agreement where the amount exceeds the value of the agreement.

    One way to achieve this (aside from budgetary controls enforced on the Requisitioning BU but that meets a different need and purpose too) is to write approval rules that will ensure that any requisition approval that is likely to cause an overdraw on an agreement line is rejected.

    Approval Attribute:

    To achieve said functionality, use the approval attribute 'Agreement Line Amount Exceeded'

    Example Approval Rules:

    Rule #1: If 'Agreement Line Amount Exceeded' = 'No', then <Route Requisition through the Approval process>

    Rule #2: If 'Agreement Line Amount Exceeded' = 'Yes', then <Auto Reject>

    How this works:

    The attribute considers the 'Released' amount against the agreement line and derives the cumulative value to date. This is a sum of all previously approved requisition lines matched to the agreement line. 

    Caveat:

    Keep in mind, this condition only evaluates the amounts from previous Requisition Lines that are successfully converted into a purchase order. In other words, if any are pending in the 'Process Requisitions' queue or awaiting a 'Generate Orders' process, etc. those amounts are excluded.

    Do share with us your experiences in using this attribute for the aforesaid purpose or any related insights.