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Posts

  • Claudio Brivio
    multiple context for purchase requisition descriptive...3
    Topic posted May 3, 2018 by Claudio BrivioBronze Medal: 1,250+ Points, tagged Create Requisition in Procurement > Self Service Procurement public
    Title:
    multiple context for purchase requisition descriptive flexfield
    Summary:
    how to enable different information set for different PR flows
    Content:

    it not possible to manage different context on PR header o lines level.
    it means that information cannot be segragated based on PR utilization,
    so for example "negotiation required" requisition information set it also visible for standard o catalog requisition.
    there is no possibility to leverage different information , on purchase order or supplier is possible .

    the customer's process business flow for requisitions is different because Purchase Requistion can be used for different purposes.
    customer use PR for both the creation of negotiation and for the creation of Purchse Order:
    this two business usages represents two different scenarios where the set of information needed are different:

    - PR used for sourcing are marked as "negotiation required" and the requestor here have to add specifc informations related on the following sourcing process.
    for example the requestor can add suggestion on the following sourcing process or have internal information that the buyer needs in order to start the sourcing process.

    - PR used to create PO doesn't have this information but have others related to this different specific usages

    these needed informations are mapped using DFF, but a the subset of information are different for the two cases:
    for example no informations on sourcing are needed if the PR will be used for PO process.

    these two scenarios/usages rapresent two "context" for the DFF: this is the same usage that is possible for PO DFF or Supplier DFF , for example.
    whithout this feature user have to fill "sourcing requistion informations" on PR used for Purchase Orders (both created manually or imported from exaternal system)

  • Luiz Mendes
    Reject PR when going over Contract Agreement (CPA)...35.0
    Topic posted April 30, 2018 by Luiz MendesBlue Ribbon: 750+ Points, tagged Approvals/Notification, Create Requisition in Procurement > Self Service Procurement public
    Title:
    Reject PR when going over Contract Agreement (CPA) amount
    Summary:
    Reject PR when going over Contract Agreement (CPA) amount
    Content:

    Hi,

    PO's get rejected when the total amount exceeds the related Contract Purchase Agreement.

    However, it is possible to submit a Purchase Requistion line, linked to a CPA, even though the line amount exceeds the balance available on the CPA.

    I understand there isn't a BPM standard process to do that, but I'm wondering if anyone has tried to create a 'custom' dimension to calculate if the Requisition line amount exceeds the agreement balance amount. Is it possible to build this validation and auto-reject the requisition?

    Best Regards,

    Luiz

  • Ashok
    Oracle Self Service Procurement Cloud: How you can make...95.0
    Topic posted April 26, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Manage Procurement Catalog, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: How you can make Information Templates work for you
    Summary:
    How to use Information Templates in your requisitioning process
    Content:

    What are Information Templates:

    A. Information templates can be used to enhance your smart forms with additional details required for the request. An example is business cards, which would require users to provide additional information such as: name, title, contact information, etc.

    B. In addition, you can use information templates to capture additional information for individual items, or for a category of items. An example is chemical components, which would require users to provide: purpose, solution, acidity, alkalinity, etc.

    Implementing Information Templates:

    Information templates are based on descriptive flexfields. Use the task 'Manage Information Template Descriptive Flexfields; in Funtional Setup Manager (FSM). Create global segments and/or context segments based on your requirements

    Note: You need to use the 'deploy' feature in order to affect the setup changes on requisitions.

    Creating Information Templates:

    As a Catalog Manager, you can create and manage Information Templates that can be used on Requisitions, Smart Forms etc.

    A. From the Catalogs Workarea, use the Manage Information Templates task

    B. Create a new information template in the context of the Procurement BU in which you wish to use the template

    C. In the Attribute List field select the Context Segment that applies for the information template. You may choose to associate this information template to a category or to an item. In this case, when you add the item to the cart, the Additional Information window is displayed with the global and context segments. In addition, an icon will be displayed in the Edit Requisition page under the Additional Information column of the requisition lines table.

    D. Optionally, you can associate this information template to a Smart Form. A Smart Form can have as many information templates as you need for your business. When the smart form is presented to the user to request the item, the Additional Information Region is displayed in the form. The context segments are displayed as separate regions, and the global segments are displayed at the top of the context region.

    Implementation Considerations:

    Information templates are saved as attachments of the requisition and purchase order. The attachment category can be either "To Supplier" or "To Buyer", which you select at the time you define the information template. Any time your business needs to carry these details to a purchase order, remember to use the attachment category 'To Buyer'.

  • Ashok
    Oracle Self Service Procurement Cloud: Funds Status on...35.0
    Topic posted April 17, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals/Notification, Budget/Encumbrance, Create Requisition, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: Funds Status on Requisitions
    Summary:
    How does Funds Status work for Requisitions?
    Content:

    What is Funds Status and how does it work on a Requisition:

    The funds status is the indicator of whether the requisition can be processed into a purchase order based on funds being available in a budget controlled business setup. The funds status is determined at the distribution level of a requisition based on the charge of account, project, and budget date. This then rolls up to the line and header. All distributions of all requisition lines must pass funds check for funds to be successfully reserved for a requisition.

    What are the various funds statuses and how are they processed:

    1. Funds Statuses used when a requester uses the Check Funds feature:

    - Not Applicable: Indicates that there is no control budget that applies to a requisition distribution.

    - Passed: Indicates that the funds check passed successfully, and that the funds are available and budgetary control period is open for all control budgets that apply to the distributions contained in the requisition.

    - Failed: Indicates that the funds check failed either because period is closed or funds are not available for one or more control budgets that apply to one or more of the distributions contained in the requisition.

    - Warning: Indicates that the funds check passed with warning. It indicates that the funds are insufficient but the control budget allows for a tolerance amount or percentage over the available budget. This check funds status does not prevent the user from submitting the requisition for approval. Upon submission, the user will receive a warning message and decide whether to continue with the approval.

    2. Funds statuses used after a requisition is submitted for approval or after requisition is approved, depending on reservation point setup in Budgetary Control.

    - Not Applicable: Indicates that there is no control budget that applies to one or more distributions contained in the requisition.

    - Reserved: Indicates that the funds check passed successfully, funds are reserved and the commitment is created.

    - Liquidated: Indicates that the commitment is reversed and the obligation is created for the purchase order associated with the requisition line.

    NOTES:

    1. On Create: For requisitions that are incomplete, the default funds status is "Not Reserved".

    2. Explicit funds check by the requester: When the user clicks on Check Funds, the application performs an explicit funds check. The funds status resultant from an explicit funds check is not stored with the requisition. Users can perform as many funds check as they need before submitting the requisition for approval

  • Ashok
    Oracle Self Service Procurement Cloud: How do I default a...4.3
    Topic posted April 8, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: How do I default a specific Line Type on a Non-Catalog Request
    Summary:
    How to default a Line Type (Amount or Goods) on a Non Catalog Request?
    Content:

    Quick tip:

    The default Line Type on a Non Catalog Request is based on the Line Type defined in the Configure Requisitioning Business Function setup for the relevant Requisitioning BU. The system will default the Line Type to either Goods or Services based on the specific Line Type defined in the configuration page

     

    Image:
  • Ashok
    Oracle Self Service Procurement Cloud: First Level Check to...1
    Topic posted April 8, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: First Level Check to ensure DFF is viewable and editable on a Requisition
    Summary:
    Why am I unable you to view and edit Descriptive Flexfields on a Requisition?
    Content:

    We have seen many customers that are setting up descriptive flexfields for use in Self Service Procurement ask:
    I have configured the descriptive flexfields for my Requisition Lines (for instance). However, I am unable to view and edit them on a requisition

    First level check:

    A. Verify that the user has the privileges:

    Administer Sandbox
    Manage Application Descriptive Flexfield
    Manage Application Extensible Flexfield
    Manage Applicatiom Flexfield Value Set

    B. Ensure that you have added the context in the Configure Requisitioning Business Function page

  • Ashok
    Oracle Fusion Self Service Procurement Cloud Release 13:...
    Topic posted April 7, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ, How-To, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Oracle Fusion Self Service Procurement Cloud Release 13: Update 18B New Feature Summary
    Summary:
    New Feature Summary: Fusion Self Service Procurement Cloud Rel 13 18B
    Content:

    MASS UPDATE ONE-TIME DELIVERY ADDRESS AND VIEW IT IN REQUISITION PDF

    When editing requisitions, you can update one-time delivery address details captured in structured fields such as city, state, zip code and so on for multiple lines in a single operation. In addition, you can view the one-time delivery address details in the requisition PDF.

    INTEGRATE AND EXTEND PROCUREMENT USING REST SERVICES

    In this update, Oracle Procurement Cloud delivers new and modified REST APIs to enable and simplify integration with external systems.

    Additional details will be available shortly,

  • Ashok
    Oracle Self Service Procurement Cloud: How can you make...5.0
    Topic posted April 5, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: How can you make Charge Account read only
    Summary:
    Charge Account to be made read only on a requisition
    Content:

    1) We can make the entire charge account read-only via page composer. We simply set the read-only property for the component ‘KffComponent’ which is a child of the component ‘ChargeAccount’ to ‘true’.

    Notes:

    1. Our seeded behavior is that when the destination type of the item is Inventory or the profile to not override charge account when a project is specified is set, the charge account is ‘read-only’. 

    2. The read-only field for charge account therefore comes populated with this condition. Based on this, we should advice anybody who wants to set the charge account to always be read-only to save this existing condition somewhere so they can easily go back to our default behavior in the future.

    3. Page Composer provides access only to the entire charge account and not to select individual segments

  • Ashok
    Oracle Self Service Procurement Cloud: How can you override...5.0
    Topic posted April 5, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: How can you override the Charge Account returned by TAB?
    Summary:
    Overriding Charge Account returned by Transaction Account Builder rules
    Content:

    Here are some tips we think will help you when constructing and using Transaction Account Builder rules. These are gathered based on forum posts and bugs that we see customers log.

    Issue Details:

    User is not able to over-ride the charge account defaulted by Transaction Account Builder (TAB)

    Cause: This typically happens when client is not using the seeded ‘Purchasing Charge Account rule’ and/or seeded Transaction Account Definition (TAD)

    Scenarios: 
    a)      Client is using the seeded TAD but a custom TAB. In their custom TAB, they have changed the sequence of the account sources and ‘Requisition Charge Account’ is no longer #1 source.
    Solution: Reorder the source and make sure ‘Requisition Charge Account’ is the #1 source

    b)      Client is using a custom TAD which has overlay rules. These overlay rules kick in and overlay specific segments of the seeded charge account rule unless the condition for the overlay rules says to ignore the overlay if user has entered a charge account

    Solution: Overlay rules should include the condition to ignore (not trigger the rule) if user has entered a charge account (Requisition Charge Account is not null)

  • Ashok
    Oracle Self Service Procurement Cloud: How do we enforce...24.0
    Topic posted March 31, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: How do we enforce review of a requisition prior to submit?
    Summary:
    Enforce review of a Requisition prior to submit
    Content:

    Customers often ask whether a review process can be made mandatory prior to submitting a requisition in the context of a shopping cart

    Today, the Shopping Cart by default carries two buttons: Review and Submit. The Submit button will submit the requisition for approval assuming the requisition has all required fields defaulted.

    What customers need:

    Customers ask whether the Submit button can be hidden. Many buying organizations want the users to review the details of a requisition, particularly the defaulted values such as Deliver-to Location, Requested Delivery Date and other relevant details. In some cases, projects related information may need to be reviewed

    How to achieve this:

    This is controlled by the privilege - 'Submit Requisition with One Click' which is inherited out of the box by the Duty - 'Requisition Self Service User Duty'.

    You would need to clone the roles detailed above and modify them i.e. start by cloning the 'Requisition Self Service User Duty', modify it to remove the privilege, then you have to clone the Procurement Requester role and assign it the new modified duty. A simple way to do this is to click on Copy for the Employee Role and choose to copy all child roles.