Posts

Posts

  • Nadine Stephens
    Can we create purchase requisition from spreadsheet?7
    Topic posted December 3, 2019 by Nadine StephensGreen Ribbon: 100+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Can we create purchase requisition from spreadsheet?
    Summary:
    Upload data to create purchase requisition
    Content:

    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.

    Version:
    19D
  • Vikram Raghunathan
    Ability to perform self service receiving on behalf of a...4
    Topic posted December 2, 2019 by Vikram RaghunathanRed Ribbon: 250+ Points, tagged Create Requisition in Inventory and Logistics > Inventory public
    Title:
    Ability to perform self service receiving on behalf of a group of employees
    Summary:
    Ability to perform self service receiving on behalf of a group of employees
    Content:

    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

    Version:
    19D
  • Ashok
    Tip: Buyer derivation on Requisition Duplication
    Topic posted November 30, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Tip: Buyer derivation on Requisition Duplication
    Summary:
    Is the buyer re-derived when we duplicate a requisition?
    Content:

    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.

  • Ashok
    Tip: How failed Import process can impact Requisition...
    Topic posted November 30, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Requisition Import, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Tip: How failed Import process can impact Requisition Numbering
    Summary:
    Tip: How failed Import process can impact Requisition Numbering
    Content:

    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.

    ==============================================================================================

  • Sandeep Kumar
    Auto Create PO pick PR description3
    Topic posted November 29, 2019 by Sandeep KumarSilver Medal: 2,000+ Points, tagged Agreements, Create Requisition, Orders in Procurement > Purchasing public
    Title:
    Auto Create PO pick PR description
    Summary:
    Auto Create PO pick PR description
    Content:

    Can be auto-copy PR description into PO header as we have enabled auto-create PO option through Agreement 

  • Puneet Pareek
    Multiple Natural Account Segment Selection In Charge Account...75.0
    Topic posted November 28, 2019 by Puneet PareekRed Ribbon: 250+ Points, tagged Create Requisition, FAQ, How-To, Requisition Import, Requisition Processing, Setup, Tip, White Paper in Procurement > Self Service Procurement public
    Title:
    Multiple Natural Account Segment Selection In Charge Account based on the Purchase Category in Requisition Screen
    Summary:
    Restrict the GL Code - Natural Account Segment while punching a requisition based on the Purchase Category selected
    Content:

    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

    Version:
    19D
  • Puneet Pareek
    Touchless Non Catalog Requisition To PO Conversion Based On...10
    Topic posted November 26, 2019 by Puneet PareekRed Ribbon: 250+ Points, tagged Create Requisition, FAQ, How-To, Requisition Processing, Setup, Tip, White Paper in Procurement > Self Service Procurement public
    Title:
    Touchless Non Catalog Requisition To PO Conversion Based On Conditions/Business Rules
    Summary:
    The Automated PO Creation from Non Catalog Requisition - Select few requisitions based on Business Rules and Convert the PO Automatically
    Content:

    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

    Version:
    Cloud 19D
  • Vikram Raghunathan
    Automatically create an Invoice from requisition6
    Topic posted November 26, 2019 by Vikram RaghunathanRed Ribbon: 250+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Automatically create an Invoice from requisition
    Summary:
    Automatically create an Invoice from requisition
    Content:

    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

  • Nick Hirsch
    Requisition status report / infolet / analysis1
    Topic posted November 26, 2019 by Nick HirschRed Ribbon: 250+ Points, tagged Create Requisition, How-To, OTBI, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Requisition status report / infolet / analysis
    Summary:
    Want an easy way to track the status of requisitions
    Content:

    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

     

    Version:
    Fusion 19C
  • s k
    How does 'Assigned' work in Requisition Action...Answered65.0
    Topic posted November 25, 2019 by s kSilver Medal: 2,000+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    How does 'Assigned' work in Requisition Action History
    Summary:
    Assigned name in group approvals
    Content:

    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

     

    Version:
    R13 19D
    Image: