Posts

Posts

  • Akancha Sinha
    Source Organization defaulting same as Destination...Answered4
    Topic posted July 19, 2019 by Akancha SinhaRed Ribbon: 250+ 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.

  • arif zaffar
    Stock availability field on PO and PR3
    Topic posted April 8, 2019 by arif zaffarGreen Ribbon: 100+ Points, tagged Create Requisition in Procurement > Self Service Procurement public
    Title:
    Stock availability field on PO and PR
    Summary:
    Stock availability field on PO and PR
    Content:

    Hello, 

    We have a requirement where we need to show stock availability on below; 

    * while creating the PR 
    * while creating the PO 
    * in BPM/ outlook notifications for approvals while approving the PO 

    I cannot see any field for now so need to cross check if above can be achieved 

    Thanks 
     

  • Tatiana Moscalu
    Submission date field missing in manage requisition page...165.0
    Topic posted May 21, 2019 by Tatiana MoscaluRed Ribbon: 250+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Submission date field missing in manage requisition page after upgrade to 19B
    Content:

    Hello,

    Before upgrading to 19B we were able to search requisitions in Manage Requisition page using the “Submission date” field, which was an additional one.

    We had noticed that when trying to run reports we don’t have any more the option to add “Submission date” field. 

    Please advise how to make this field to appear in drop down list.

    Thank you,

    Tatiana  

    Image:
  • Ashok
    Suggested Buyer: Feature and Function4.7
    Topic posted September 2, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Suggested Buyer: Feature and Function
    Summary:
    What is a Suggested Buyer and how is it used
    Content:

    This is a primer on the Suggested Buyer feature available in Self Service Procurement.

    Concept:

    A suggested buyer is the buyer that the user can choose to assign on  a requisition line. This is the buyer that then gets used to process the purchase order (Every purchase order needs a buyer to complete order processing). Remember that if a requisition line contains a suggested buyer, then when the requisition is converted to an order, that line is not going to run through the buyer assignment process again.

    Note:

    Suggested buyer is an attribute that is only relevant to a requisition line that is to be converted into a purchase order. In other terms, if the line is an internal material item that is to be converted into a transfer order, this attribute will not be available.

    How does it work:

    The suggested buyer is an attribute available in the following flows:

    a) Enter Requisition Line

    b) Edit Requisition

    You should note that a suggested buyer is hidden out of the box.

    Why?

    The suggested buyer is hidden because most requesters may not be familiar with the procurement department policies or may not concern themselves with those when requesting items. However, if the requester is experienced and has the knowledge of how the company's procurement policies work including buyers, then this field can be configured to be user entered.  

    Who are valid Buyers?

    There are a couple of flavors here:

    A. If the Requisition Line has a Supplier Site:

    In this case, all active agents as defined in the Manage Procurement Agents setup for the Procurement BU to which the supplier site belongs, will be valid buyers

    B. If the Requisition Line does not carry a Supplier Site:

    In this case, valid buyers are all active agents for any valid Service Provider Procurement BU's that are associated with the Requisitioning BU

    C. If the Requisition Line is sourced from an Agreement or a Smart Form or a Punchout Catalog

    In the case, the valid buyers are all active agents for the Procurement BU in which the Agreement or Smart Form or Punchout Catalog is created.

    Why can't I find the buyer I am looking for?

    If the buyer you are looking for is not available in the list of values when selecting a suggested buyer, you should first check the Procurement Agents configuration to make sure that the buyer you are looking for is assigned as an agent to the Procurement BU and is active.

    What happens in cases where a Suggested Buyer is not assigned?

    If the user has not assigned a suggested buyer, then the system will call a Purchasing API to try and assign a buyer (called Assigned Buyer) when you submit the requisition.

  • Dev Thota
    Suggestions in Return to Vendor process15.0
    Topic posted November 11, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Approvals, Approvals/Notification, BI Publisher Reports, Business Intelligence, Create Requisition, How-To, Manage Procurement Catalog, OTBI, Public Sector, Requisition Processing, Setup, White Paper in Inventory and Logistics > Inventory public
    Title:
    Suggestions in Return to Vendor process
    Summary:
    Suggestions in Return to Vendor process
    Content:

    Hi All,

     

    While responding to a High-Tech Contract Manufacturer Client RFP, looking for suggestions to provide solution for their major pain point - ‘Return to Vendor’.

     

    For them, this is an issue, since once they receive the goods in Inventory, they may use it only after 3-6 months. While using in Work order, if they find any item is defective, they raise OSP for this item and send to Supplier for repair/replacement.

    They have to raise OSP instead of Return to Vendor, because of the delay in using the items in Work order, and by that time, Purchase Order against which item was received would have been Finally Closed.

     

    We are planning to suggest Oracle Cloud – Return to Vendor with replacement. Kindly suggest :

    1.     How can we address returns for Finally Closed POs ?

    2.     If any better solution to above problem?

     

    Thanks,

    Dev Thota

    Version:
    19D
  • ALEXANDER JOSEPH
    Supplier catalog on Oracle exchangeAnswered9
    Topic posted November 11, 2019 by ALEXANDER JOSEPHRed Ribbon: 250+ Points, tagged Create Requisition, Manage Procurement Catalog in Procurement > Self Service Procurement public
    Title:
    Supplier catalog on Oracle exchange
    Summary:
    Supplier catalog on Oracle exchange
    Content:

    Hi,

    Do we have any documentation on how to upload a supplier catalog on Oracle exchange.

    I have done Direct cXML supplier punchout for some suppliers without any issues but need to configure uploading a catalog on oracle exchange for 1 supplier.

    Unable to find steps on how to setup the punchout url , company name etc for the Supplier on Oracle exchange

    Also is this a separate license or included in the SSP/Purchasing license

    Thanks

    Alex

  • s nagavarapu
    Supplier contact information to come from the requisition25.0
    Topic posted March 4, 2019 by s nagavarapuRed Ribbon: 250+ Points, tagged Create Requisition, Orders, Requisition Processing, Supplier Communication in Procurement > Purchasing public
    Title:
    Supplier contact information to come from the requisition
    Summary:
    supplier contact to be picked from the requisition during Auto create PO process
    Content:

    Per our clients scenarios, we enabled setups to auto create POs from approved requisitions.  The requisitioners while creating requisitions, they enter the supplier, site and contact information.  But when the PO is created from the requisition, it always picks the primary supplier site contact and communicates the PO to that contact.

    Is there any setup to pick up the supplier contact from requisition instead of primary contact defined at the supplier definition. 

    The requirement is :

    1) The PO to communicated to the supplier contact or email given at the requisition creation

    2) If the supplier contact is left blank at the requisition creation, it should not be communicated to supplier (though the supplier is enabled for email communication at the supplier site definition)

     

    Thanks,

  • Jagan Bakkiyanathan
    Supplier Item Number in Min Max created requisition35.0
    Topic posted December 19, 2018 by Jagan BakkiyanathanRed Ribbon: 250+ Points, tagged Create Requisition in Procurement > Purchasing public
    Title:
    Supplier Item Number in Min Max created requisition
    Summary:
    The supplier Item number should be printed in Min Max requisition
    Content:

    Hi Team

    We have configured the Supplier Item number in PIM.

    But when ever we run min max and requisition and PO is created the Supplier Item number is not populated

  • Ashok
    Supplier Punchout: cXML and Oracle XML Attribute Support15.0
    Topic posted April 9, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Supplier Punchout: cXML and Oracle XML Attribute Support
    Summary:
    Supplier Punchout attributes supported via cXML and XML Protocols
    Content:

    Customers / Support

    I cannot begin to tell you how frequently we have heard this ask. I am hoping the attached document that we have shared provides needed clarity on the attributes that are supported through cXML and XML protocols for Supplier Punchout.

    Take a read and let us know your feedback.