For partners that build or integrate commercially available applications and service solutions with the Oracle Cloud Platform
For partners that provide implementation or managed services around Oracle Cloud Applications
We have a purchase requisition that will have over a thousand lines. Does Fusion have functionality to create purchase requisition from a spreadsheet? If so, please guide me to document needed to move forward. Thanks.
Hi,
One of our client requirements was is there any way for a person to be designated as receiver for a certain group of employees. To illustrate this say for example we have 6 employees Mr A, Mr B, Mr C, Mr D, Mr E, Mr F. I want to designate Mr. C to receive on behalf of Mr A and B plus he can receive his own. In the same way Mr F should be able to receive on behalf of Mr D and Mr E and should receive for himself.
Regards,
Vikram
Customers / Support
I thought this tip was useful to share given it has attracted a reasonable share of questions in the past.
Customer Issue:
I duplicate a requisition.The original requisition has buyer A assigned. I know that for the same set of attributes, the system should assign buyer B but the duplicated requisition still shows buyer A. What am I missing? Interestingly enough, when I create a new requisition, the buyer assigned to the requisition is B.
Designed behavior:
If the buyer on the original requisition is still a valid buyer at the time of submitting the duplicated one, the system will not attempt to re-derive the buyer. It will continue to use the buyer from the original requisition.
Only if the original buyer is not valid, then the system will attempt to derive a new one. The sequence in which the buyer is derived is:
1. The buyer assignment rules
2. Else, the buyer assigned to the item and deliver-to organization
3. Else, check if a Procurement BU is specified on the requisition. If yes, then the default buyer from the Configure Requisitioning Business Function setup for that Procurement BU
4. Else, find the default service provider for the Requisitioning BU on the requisition and get the default buyer from the Configure Requisitioning Business Function setup for that default service provider BU
Let us know if this article helps with your comments, observations and votes.
Customers / Support
Please note this tip to use as part of initial triage if a large volume of requisition numbers seem to have been skipped when creating requisitions.
I chose to provide this tip because we still get questions from Support on this occurrence/
Problem:
My requisition numbering seems off. It seems to have skipped several numbers resulting in a wide gap in the numbering. How do I explain this to the auditors?
Tip:
While skipping a couple of numbers is still an observed occurrence and does not have a permanent fix at this time (gapless numbering is not implemented in Self Service Procurement), large sequence of numbers being skipped can be attribute many a time to failed import process.
As soon as you notice a large gap in requisition numbers, the first aspect to triage are the import processes that were recently run and which of those resulted in failed records.
In a recent such case, the guidance that came forth from development can be summarized here:
==============================================================================================
Please explain the same to customer that there were more than 5000 rows at header level which got failed most of them because of invalid Requested Delivery Date, while importing requisition between the timestamp these two requisition were created RQ103849' AND 'RQ109109'.
Requisition numbers were generated for all these requisitions, but later were deleted from our requisition tables because the
requisition import failed. The next successful requisition import will generate the very next requisition number after all these failed requisition numbers.
When the import process fails, we delete all the entries from the requisition tables. Therefore there is no trace of the requisition numbers in between.
==============================================================================================
Can be auto-copy PR description into PO header as we have enabled auto-create PO option through Agreement
Hi All,
We have a business requirement to manually select the Natural Account manually based on the Purchase Category. For example Category X --> 4 Natural Accounts available for selection; Category Y --> 3 Natural Accounts.
Currently, we already have two segments open for edits via DFF Functionality wherein the DFF values captured by requester is fed as a source to charge/expense accounts. Similarly business wants to add one more DFF Attribute for Natural Accounts which should display only GL Codes/Accounts which are mapped to that category and should be open for selection by the requester.
Has anyone faced this business scenario or implemented such solution before ? It would be great if we can get some pointers on the same.
If we take the DFF Approach, i am sceptical if Natural Account valueset can be generated based on the category being selected in the purchase requisition page.
Regards,
Puneet
Hi All,
We have a business requirement wherein we would like to convert the Non Catalog Purchase Requisitions to PO Automatically. based on few business rules. We are currently able to convert the Non Catalog Requisitions to PO automatically without any issues.
We need help to enable below mentioned conditions in Oracle which will only convert a certain percentage of requisitions automatically to a Purchase Order.
1. Requisitions < $100 USD
2. Supplier Type = 'Procurement' (Eg)
3. Purchasing Category = 'Retail' or 'Technology' (Eg)
Any help on above will be appreciated.
Regards,
Puneet Pareek
Hi All,
We have a requirement where in the client wants to have the invoice automatically created for certain type of requisitions. He does not want any manual intervention. The requirement stems from the business scenario where in there are some expense items like for example magazines purchased for front office. For thee kind of expenses, the client wants invoices to be created automatically once the requisition raised.
We did suggest one solution
1. Create a CPA and associate it to the respective supplier. While creating CPA, have the order creation options set
a) automatically generate orders b) automatically submit for approval
2. Make the supplier site as ERS Supplier (Pay on receipt)
3. Create requisition referencing the CPA and get the requisition approved. Need by date is always current date.
4. Once the requisition is approved, based on auto generate order settings, PO will be created and PO is set for auto approval options and PO is approved.
5. Schedule confirm receipt process in periodic intervals.This will trigger the receipt notification to receive in full.
6. User clicks on receive in full to create receipts.
7. Schedule send pay on receipt to create the invoice.
While the above steps takes us to a near by automation, we still have pitfalls. They are :-
1. There are other type of requisitions for which we do not want the receipt confirmation to be sent as these are not yet received. But confirm receipt process sends for all requisitions where destination type is expense and the due date is as of current date. So this creates huge amount of receipt confrmation notifications.
2. There is still a manual activitiy left where in the user needs to click receive in full.
So what we are looking for is a seamless invoice creation after the req is approved? Any ideas?
Regards
Vikram
Hello,
What is the best way to track requisitions? Is there a good report/schedule process available that can be run which shows who has entered a requisition, the requisition number and the status of the requisition?
Thanks for your help
Hi,
We are using people with Roles as approvers, in header consensus for requisition approvals.
In the below screen print, FA_WF role is assigned to 5 people.
However, it shows my name in the Assigned.
What does Assigned mean and why is it showing only my name, when it is sent to 4 otherpeople.
Thanks for your help