Posts

Posts

  • Jeff Jezierski
    'Quantity-based' Services and 'Amount-Based'...35.0
    Topic posted July 24, 2019 by Jeff JezierskiBronze Medal: 1,250+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    'Quantity-based' Services and 'Amount-Based' Goods
    Summary:
    The ER has no ETA and there must be many customers who need to address these orders that have tax implications
    Content:

    Does anyone have a viable workaround for this pending ER?

     

    How To Manage Services Purchasing In Quantity? (Doc ID 2228507.1) To BottomTo Bottom

    Modified: Jan 31, 2017 Type: HOWTO
     
     

    In this Document

      Goal
      Solution
      References

     

    Applies to:

    Oracle Fusion Self Service Procurement Cloud Service - Version 11.1.11.1.0 and later
    Oracle Fusion Self Service Procurement - Version 11.1.11.1.0 and later
    Information in this document applies to any platform.

    Goal

    User should be able to select line type of 'Fixed Price Services' and still be able to specify Quantity and Unit Price (as if the line type was 'Goods'). 

    Currently, purchasing IT services are done and billed in quantity.

    Requirement is even though purchasing a service and not the goods, to be able to define Unit Price corresponding
    to Invoicing for a day of service (for example Senior IT consultant)

    Create BPA line for IT services with
    - Standard purchasing line with code = Goods
    - Purchase Basis = Goods

    Service purchasing must be done in quantity.
    As the "product type" is derived from the purchasing line type, on the PO line, value is equal to the goods (and not services) : it can impact E-tax calculation.

    It seems that Purchase Basis information drive two information at the same time : purchasing in quantity or amount, purchasing in goods or service, so how to manage services purchasing in quantity ?

    NB: more than 60-70 % of purchase order are automatically created (the aim is 80%)

    Other example when requester try to create Noncatalog Request, he can choose between to standard line type :
    Goods or services billed by amount : "product type" automatically derived = service
    Goods or services billed by quantity : "product type" automatically derived = goods

    Users can not create a Noncatalog Request with line "Goods or services billed by quantity" and "product type" automatically derived = service.

  • Christine Schwartz
    19D: Requisitions for internally orderable items now created...1
    Topic posted Yesterday by Christine Schwartz, tagged Create Requisition, Internal Material Transfer, Inventory Cloud in Procurement > Self Service Procurement public
    Title:
    19D: Requisitions for internally orderable items now created at purchase UOM rate
    Summary:
    19D: Requisitions for internally orderable items now created at purchase UOM rate
    Content:

    In most cases, our internally orderable units of measure are lower than the purchase unit of measure (e.g. EA vs BX).

    Prior to 19D, if an internally orderable item was added to cart, it kept the quantity that the user entered but changed the UOM from the PUOM to the IUOM (e.g. 1 BX when added to cart became 1 EA). Now with 19D, when an item is added to cart, the quantity is multiplied by the intraclass conversion rate (e.g. 1 BX when added to cart is now 48 EA). 

    Is there a way to override this new system behavior? It is causing us many errors and inventory stock-outs due to requesters now ordering larger quantities than intended or expected. 

  • Ashok
    A primer on Dual / Multiple Units of Measure and how it is...15.0
    Topic posted November 1, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To in Procurement > Self Service Procurement public
    Title:
    A primer on Dual / Multiple Units of Measure and how it is used in Self Service Procurement
    Summary:
    Introduction to using Units of Measure in Self Service Procurement
    Content:

    Customers (and Support)

    We have received quite a few posts (more so in recent times) with issues around units of measure (where multiple units of measure are defined). I have attempted a primer that should give you some very basic configuration scenarios with illustrations of the setup. 

    Do take a read and let me know your thoughts. This is but a basic introduction. You can expand on these (create blanket agreements or other supporting flows) to see how this works in various scenarios.

    Thanks

    Ashok

  • Ashok
    Ability to create requisitions referencing agreements in...5.0
    Topic posted August 12, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Ability to create requisitions referencing agreements in different currencies
    Summary:
    How to create a requisition referencing an agreement in a different currency
    Content:

    As a reminder to customers, this is a feature that was introduced in Release 13 Update 17C

    Problem Statement:

    Prior to this feature, a requisition could not be created in a currency other than in the currency that the CPA that it referenced

    Feature:

    1. This feature applies to Contract Purchase Agreements

    2. It can be leveraged when creating Smart Forms or using the Enter Requisition Line flows

    3. The Catalog Administrator when defining the Smart Form can determine if the default currency has to be different than the agreement currency and also whether the user can change the default currency when entering a requisition

    4. The price entered by the requester will not be converted to the currency of the agreement

    5. Also note that if the agreement is not manually entered but sourced automatically by the system, the same behavior applies where the system will source an agreement in any currency

    We do hope you find this feature helpful for your business requirements and this article that describes it. Let us know with your feedback and ratings.

     

  • Swami Amajala
    Ability to default Item Standard Cost as Unit Price35.0
    Topic posted September 4, 2018 by Swami AmajalaSilver Medal: 2,000+ Points, tagged Create Requisition, FAQ, How-To, Internal Material Transfer, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Ability to default Item Standard Cost as Unit Price
    Summary:
    Ability to default Item Standard Cost as Unit Price
    Content:

    We have a requirement to capture requests for using items that are stocked in our warehouses for R&D, Internal testing or Trade shows etc. Such requests need to go through multiple approvals before they can be fulfilled.

    On reviewing the available options we planned to process such requests as "Purchase Requisitions" using Self Service Procurement where we use supplier as *** Internal. Approved requisition is then converted as an Expense order in OM cloud to schedule, plan and fulfill from the warehouse where the product is stocked.

    For this process we require the unit price on the requisition to default as Item Standard Cost. Please advise if there are any options to do this.

    NOTE: We don't want to use the option of updating List price in Item Validation Org with Item Standard Cost as that will be maintainence intensive and could cause problem with the true external PO pricing with the supplier.
     

    Version:
    R13 18B
  • Triveni Reddy
    Ability to update Requisitions by a group/team55.0
    Topic posted August 23, 2019 by Triveni ReddyGreen Ribbon: 100+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Ability to update Requisitions by a group/team
    Summary:
    Ability to update Requisitions by a group/team
    Content:

    Hello,

    Our users are looking for functionality where a group or team needs to have access to each other’s requisitions. When a user creates requisitions, we need the ability for anyone on their team to make updates to those requisitions. This includes adding additional lines, removing lines, updating pricing, updating ship to location, or making any updates the original preparer could make including cancellation of the requisition. updating the requestor/ preparer is not an option, its more like who ever is available from the group need to perform activity on the requisitions. And Primarily we are talking about requisitions in incomplete/ in-process status..what options do we have in cloud..does re-assign work for this type of requisitions?

  • Mahendran Radhakrishnan
    Ability to view OnHand Quantity in PR screen55.0
    Topic posted August 14, 2019 by Mahendran RadhakrishnanBlue Ribbon: 750+ Points, tagged Create Requisition in Procurement > Self Service Procurement public
    Title:
    Ability to view OnHand Quantity in PR screen
    Summary:
    Ability to view OnHand Quantity in PR screen
    Content:

    While raising a PR when the item code is given is there anyway the requestor can view the onhand qty in the PR screen so that he can decide if the PR is need or not

    Version:
    Oracle Fusion Release 13 19B
  • Judy Hamner
    Accounting Defaults re-setting when a Requisition is...8
    Topic posted September 20, 2018 by Judy HamnerSilver Trophy: 7,500+ Points, tagged Approvals, Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Accounting Defaults re-setting when a Requisition is re-assigned prior to validation
    Summary:
    If one user creates a requisition that defaults accounting based on user preferences and then assigns to another user, the defaults are over written by the new user's default preferences.
    Content:

    Situation:

    User One (Advanced Procurement Requester) Creates Requisition and Charge Account is created from default User Preferences and Category Name.

    User One saves and Closes the requisition.

    User One reassigns requisition to User Two (also Advanced Procurement Requester) who is a finance specialist to review for accuracy and completeness before submitting to approval workflow.

    User Two opens and reviews the requisition for completeness and accuracy.  Charge Account changes to User Two default User Preferences. 

    Why doesn't the saved funding from User One remain with the requisition when User Two opens the requisition to edit?  They would only need to edit if there is an error.

    Also, we have found this same situation occurs when a requisition is rejected in approval workflow.  If one default was used to create the requisition, but another is active when a rejected requisition is opened, the original funding is replaced.  This is causing a lot of rework by our users.

    Is this related to Security Roles?  Please advise.

    Judy

  • Ashok
    Active Requisitions in Fusion Self Service Procurement15.0
    Topic posted September 14, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Active Requisitions in Fusion Self Service Procurement
    Summary:
    Active Requisitions and their function in Self Service Procurement
    Content:

    Of late there have been a few occurrences where customers are asking support about a 'unique' occurrence in their Self Service Procurement flows. Let me save you the suspense and tell you this is not a 'unique' occurrence but a feature that the customers were not entirely aware of.

    Problem Statement:

    We got a request from Support suggesting that the customer was shopping and added a couple of items from the Catalog and when they added it to cart and reviewed their purchases, the system appeared to add those items to a past requisition. They were able to tell that this was an existing requisition because of the number that they recognized. Suspecting some issue with the system, a post was logged.

    Analysis:

    This is where the concept of an 'Active' requisition plays an active part. We informed the customers that the system chose to add items shopped to an existing requisition because that requisition was 'Active'.

    Now, what is an Active Requisition?

    Every time the user shops for an item and adds it to a shopping cart, an active requisition is born. This is a requisition that has just been created that is in status 'Incomplete'. If the user is not done shopping and wants to add more items, all additional items are also added to this requisition. Once the user reviews the requisition and saves it, it is no longer an 'Active' requisition because the shopping cart no longer contains the items he shopped for. It is now just a requisition in 'Incomplete' status that the user can come back to and submit at any time.

    See the difference? An 'Active' Requisition is by definition incomplete but not all incomplete requisitions are 'Active'. In fact, for a given requisitioning business unit, at any given point in time, there can exist only one 'Active' requisition.

    Is that it? What is the fuss about?

    Well, that's not entirely it. An 'Active' requisition identifies at any given point that requisition to which future shopping items can be added to. In some cases, the users are given an option to choose whether to add items to an active requisition or create a new one.

    For instance: If you are duplicating a requisition from Manage Requisitions, the system will provide you an option when you perform the duplicate action (I am sure you have noticed this) as to whether to save the lines on to an active requisition or create a new one. 

    Why? Well, because, the requester may decide that he wants the duplicate requisition to be on its own entirely and at that time, if the selection is to create a new requisition, then, that one becomes the 'active' requisition.

    Take another use case: If an approver edits a requisition from an approval notification, then that requisition becomes an active requisition until the approvers edits are complete and the requisition is submitted. In this case, if the approver user duplicates a requisition, you may have observed that the only option available is to add to the 'Active' requisition.

    So, as you can tell, the system attempts to figure out the current 'Active' requisition and uses that to drive functionality for the requesters with the objective of not proliferating the number of requisitions where it is not needed.

    Here's more:

    An active requisition is not limited to only those that are freshly created. Let's say a requisition was created previously and is now in 'Approved' status. If the requester withdraws said requisition, even in this case, the system will treat this requisition as active and any future shopping will result in those shopped items being added to this requisition. 

    NOTE: One of the customers that had posted an issue had this behavior above and when we explained it, understood the reason for them seeing an 'old' requisition that was previously approved supporting new shopping items.

    Similarly, if a buyer returns a requisition line and the requester edits it any further shopping will result in this returned requisition being the active requisition.

    Take a read and let me know if any of this is unclear or needs more detail. Happy to receive feedback and your ratings on whether or not these kind of articles are helpful.

  • Melissa Stewart
    Ad hoc PO communication method25.0
    Topic posted December 4, 2018 by Melissa StewartGreen Ribbon: 100+ Points, tagged Create Requisition, How-To in Procurement > Self Service Procurement public
    Title:
    Ad hoc PO communication method
    Summary:
    How to add an ad hoc PO communication method
    Content:

    Is it possible to add an ad hoc email address for a PO communication? 

    Example, requisition is created using an order site, which has a default PO communication method. The shopper creating the requisition needs the PO to be communicated to a different email address, different than what is on the supplier site. On the Enter Requisition Line or Request NonCatalog Item, after you select the supplier + site, there is a field labeled Email, when entering an email address in this field, the PO is not sent there but to the communication method associated with the site.

    Is there a simpler way to change the communication method, short of making changes to the supplier site?

    Version:
    R13 18b