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  • Aishwarya Pawar
    How to customize External Supplier Registration pages55.0
    Topic posted June 29, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to customize External Supplier Registration pages
    Summary:
    A step by step guide to customize External Supplier Registration pages
    Content:

    Process to access customization UI on External Supplier Registration pages is slightly different from the one followed for pages used by users internal to your organization.

    This topic explains how to access the UI and subsequently customize the External Supplier Registration page. As an example, we will modify the Instruction Text available on the Company Details train stop of the External Supplier Registration page.

    NOTE The steps below are also available in the attached PDF document: Customize External Supplier Registration Pages.pdf.

    A. How to access customization UI on External Supplier Registration pages

    1. Invoke the External Supplier Registration URL provided. NOTE: This URL is available on the setup task: Configure Procurement Business Function.
       
    2. Login as a user with the Procurement Application Administrator role. NOTE: You may see an error: The Supplier Registration page cannot be found. Check the URL and try again. This error can be ignored.
       
    3. Replace the URL with the External Supplier Registration URL retrieved in Step 1.
       
    4. Access Manage Sandboxes to create a new sandbox.
       
    5. Create a new sandbox and activate it. NOTE: Activating the sandbox, will take you to the Fusion Applications homepage or the springboard as it is commonly known. Simply replace the URL with the External Supplier Registration URL again like in Step 3.
       
    6. Navigate to the 'Customize Supplier Registration Pages' menu option available under the user menu on the top right of the page.
      image2018-6-25_11-14-14.png?version=1&modificationDate=1530134962000&api=v2
       
    7. Provide values for the mandatory fields Company, D-U-N-S Number, Tax Organization Type, Contact Information before proceeding ahead.
    8. Navigate to the Select tab on the customization UI.

    image2018-6-25_11-18-7.png?version=1&modificationDate=1530134962000&api=v2


    B. Modify instruction text on External Supplier Registration page

    1. After navigating to Select tab, click on the instruction text that you need to personalize. Clicking the instruction text will show Edit Component option.


      image2018-6-29_11-13-19.png?version=1&modificationDate=1530295999000&api=v2
       
    2. Click on the Edit Component option. To change the text of the instruction text, click on the arrow next to the Value field. From the list of options, click Override and then click Expression Builder to enter the new text as shown in following screen shots.

      image2018-6-29_11-14-38.png?version=1&modificationDate=1530296078923&api=v2

      image2018-6-29_11-15-35.png?version=1&modificationDate=1530296135714&api=v2

      image2018-6-29_11-17-21.png?version=1&modificationDate=1530296241961&api=v2

      image2018-6-29_11-18-36.png?version=1&modificationDate=1530296316699&api=v2

       
    3. Click OK to close the popup. Verify the changed instruction text on the Company Details page.

      image2018-6-29_11-19-31.png?version=1&modificationDate=1530296372078&api=v2
       
    4. Once the changes are final, you need to publish the sandbox so that the change is available to all the users.


      Point to consider:

      Use this page composer approach to change a string when you need the string changed for a page. If you need to change the string on all the pages across the application i.e. to reflect the change on all the pages that have this string used, use User Interface Text instead. Refer to earlier post 'How to edit an instruction text using User Interface Text feature?' for more details on User Interface Text.
       
  • Piyush Singh
    Personalize Supplier Bank Account PopupAnswered95.0
    Topic posted May 31, 2019 by Piyush SinghSilver Trophy: 7,500+ Points, tagged Customization, How-To in Procurement > Supplier Management public
    Title:
    Personalize Supplier Bank Account Popup
    Summary:
    How can you personalize the supplier bank account popup?
    Content:

    You may have requirement to personalize Supplier Bank Account UI, for example, to ensure user provides all the required information when creating bank accounts, or rename an attribute for better user experience. With feature ‘Approve Internal Changes on Supplier Bank Accounts’, you can now meet this requirement as you get the flexibility to personalize the bank account popup.

    Here is a stepwise guide to personalize supplier bank account popup: In this example, we will make Account Type a required attribute.

    1. Ensure that you have the feature ‘Approve Internal Changes on Supplier Bank Accounts’ enabled. You can find the feature following this path: Opt-In > Procurement > Suppliers.

      image2019-5-31_10-34-7.png?version=1&modificationDate=1559279253000&api=v2
       
    2. Login the application with a user who has Procurement Application Administrator role and enter a sandbox. Access page composer to edit the UI component.
       
    3. Navigate to Suppliers Workarea and search for any supplier to access the bank account popup that needs to be personalized.

      image2019-5-31_10-34-32.png?version=1&modificationDate=1559279252000&api=v2
       
    4. Navigate to the bank accounts tab and click on create icon to access create bank account popup.

      image2019-5-31_10-34-50.png?version=1&modificationDate=1559279252000&api=v2
       
    5. Provide all the required information on the popup and click the ‘select’ option in the toolbar to enter the personalization mode.

      image2019-5-31_10-35-10.png?version=1&modificationDate=1559279252000&api=v2
       
    6. Click on the attribute that needs to be personalized, Account Type in this case, and click to edit the component’s property.

      image2019-5-31_10-36-4.png?version=1&modificationDate=1559279252000&api=v2
       
    7. Click to override the Required property of this component. Once override option is taken, click to access expression builder and enter ‘True’ as a value for the expression. Click ok and close the edit component popup.

      image2019-5-31_10-36-19.png?version=1&modificationDate=1559279252000&api=v2

      image2019-5-31_10-36-35.png?version=1&modificationDate=1559279252000&api=v2
       
    8. Verify the personalization changes reflect on the create bank account popup. 

      image2019-5-31_10-37-1.png?version=1&modificationDate=1559279252000&api=v2
       
    9. Publish the sandbox after verifying your changes.

    Points to consider:

    1. The changes on either the create or edit popup will reflect on the other popup too.
       
    2. Similarly, the changes will reflect for suppliers accessing their profile through Supplier Portal too.
  • Aishwarya Pawar
    How to edit Supplier Portal user interface to introduce...45.0
    Topic posted February 28, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, Tip in Procurement > Supplier Management public
    Title:
    How to edit Supplier Portal user interface to introduce modifications
    Summary:
    A step by step guide to edit Supplier Portal user interface.
    Content:

    Process to edit user interface of Supplier Portal pages is slightly different from the one followed for editing user interface of pages used by users internal to your organization. These changes could include making fields read-only, required or changing field labels etc.This topic explains how to edit the user interface of Supplier Portal pages. As an example, we will make make the Corporate Web Site field required on the Edit Profile Change Request page.

     

    A. How to navigate to edit User Interface of Supplier Portal pages
    In order to access the Edit User Interface page, you will need to create a dummy supplier and supplier contact with a user account. The user assigned to this contact will need to login to Supplier Portal to proceed with the changes. Here are exact steps you will need to follow.

    1. Access Suppliers workarea as a Supplier Administrator or Supplier Manager.
       
    2. Create a dummy supplier, add a supplier contact and create a user account for this contact. An email address needs to be provided to create this user account and this email address needs to belong to the user who will be responsible for changing the Supplier Portal pages. NOTE: Ensure that the user account is created successfully before proceeding to the next step (Account Status needs to be Active). Also, ensure that the user has been assigned all the appropriate roles so that he can access the pages he needs to change. For instance, the user will need the Supplier Self Service Administrator role to be able to change the Edit Profile Change Request page that is accessed from the Manage Profile page.
      image2019-2-27_10-5-25.png?version=1&modificationDate=1551290725000&api=v2
       
    3. Login as a user with the IT Security Manager role and assign the role: Application Implementation Consultant role to the user associated with the supplier contact above.
      image2019-2-27_10-6-27.png?version=1&modificationDate=1551290787000&api=v2
       
    4. Invoke the Supplier Portal URL.
       
    5. Login as the user created above (with the Application Implementation Consultant role).
       
    6. Access Manage Sandboxes to create a new sandbox.
       
    7. Create a new sandbox and activate it. NOTE: Activating the sandbox, will take you to the Fusion Applications homepage or the springboard as it is commonly known. Access Supplier Portal from the springboard. Alternatively, in Step 1 you can also invoke the Fusion Applications homepage and access Supplier Portal from the spring board.
       
    8. Click the Manage Profile task under Company Profile. This will take you to the Company Profile page.
      image2019-2-26_23-0-56.png?version=1&modificationDate=1551250856000&api=v2
       
    9. Take the Edit action. This will take you to the Edit Change Request page.
       
    10. Navigate to the Edit Pages menu option available under the user menu on the top right of the page.
      image2019-2-26_23-5-4.png?version=1&modificationDate=1551251104000&api=v2
       
    11. Navigate to the Structure tab.

    image2019-2-26_23-14-4.png?version=1&modificationDate=1551251644000&api=v2


    B. Make Corporate Web Site a required field.

    1. After navigating to the Structure tab, hover over the Corporate Web Site field. A popup as shown below that asks to confirm the task flow edit is shown.
      image2019-2-26_23-17-22.png?version=1&modificationDate=1551251842000&api=v2
       
    2. Click the Edit button. This will highlight the Corporate Web Site field in the panel displayed at the bottom of the page. NOTE: You may need to expand the panel by pulling vertically along the panel border if panel is hidden.
      image2019-2-26_23-24-44.png?version=1&modificationDate=1551252285000&api=v2
       
    3. Click on the Properties icon for the Corporate Web Site field. This will open the Component Properties: Corporate Web Site popup.
      image2019-2-26_23-29-49.png?version=1&modificationDate=1551252589000&api=v2
       
    4. Locate Required in the Component Properties popup and navigate to Expression Builder.
      image2019-2-26_23-43-32.png?version=1&modificationDate=1551253412000&api=v2
       
    5. Enter value: true in the Expression Editor as shown below. Click the OK button. This enables a required field error message to be shown to the user if no value is provided for Corporate Web Site field.
      image2019-2-26_23-45-30.png?version=1&modificationDate=1551253531000&api=v2
       
    6. Check the Show Required checkbox. This will mark the Corporate Web Site field with a * symbol and display it as a Required field.
      image2019-2-26_23-49-3.png?version=1&modificationDate=1551253743000&api=v2
       
    7. Click the Apply and OK buttons on the Component Properties popup to save the changes. Verify changes are displayed on the page. Click the Close button to exit the Editing User Interface page.
       
    8. Once the changes are final, you need to publish the sandbox so that the change is available to all users. In this specific example, the Corporate Web Site is displayed as a required field and is validated as such.
      image2019-2-26_23-58-17.png?version=1&modificationDate=1551254298000&api=v2

     

  • Aishwarya Pawar
    How to hide individual Supplier Descriptive Flexfields...45.0
    Topic posted July 25, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Supplier Profile Management, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to hide individual Supplier Descriptive Flexfields (DFFs)
    Summary:
    A step by step guide to hide individual Supplier Descriptive Flexfields on Supplier Registration pages, while keeping them visible on the Edit Supplier page.
    Content:

    Supplier Descriptive Flexfields (DFFs) are shared between the Edit Supplier page (accessed from Suppliers workarea), Company Profile page (accessed from Supplier Portal) and Supplier Registration pages.

    Supplier DFFs can be configured via Manage Supplier Descriptive Flexfields or the Manage Supplier Registration Descriptive Flexfields setup task. Both these tasks point to same DFF entity and the DFFs are shared between these flows.

    This topic explains how these common DFFs can be made visible in one flow (say Edit Supplier) and kept hidden in another flow (say External Supplier Registration).

    NOTE: DFFs once configured and deployed are displayed in the Additional Information section. Additional Information section is visible by default on the Edit Supplier page, but needs to be made visible via customization when profile is accessed from Supplier Portal and on the Supplier Registration pages.

     

    In the example below we will use customization to hide one DFF on the Supplier Registration UI, but still keep it visible on all the other pages that share this DFF. The details below are also available in the attached PDF document.

    Let 's assume the Procurement Application Administrator has configured 2 DFFs: Insurance Provider and Policy Number. The steps below illustrate how one of these DFFs (Insurance Provider to be specific) can be hidden selectively on the External Supplier Registration page.

    1. Invoke the External Supplier Registration URL, activate a sandbox and access the Customize Supplier Registration pages menu option available under the user menu. Refer to the topic: How to customize External Supplier Registration Pages for exact steps.
       
    2. Provide values for the mandatory fields: Company, Tax Organization Type, D-U-N-S Number, Contact Information.
       
    3. Assuming the Additional Information section (which contains the DFFs) is already visible, navigate to the 'Structure' tab and expand the section that shows the hierarchical structure:
      image2018-6-22_16-30-21.png?version=1&modificationDate=1529717422000&api=v2
       
    4. Highlight the Additional Information section. This action will bring the focus to the corresponding node in the section showing the structure.
      image2018-6-22_16-35-23.png?version=1&modificationDate=1529717723000&api=v2
       
    5. Select the descriptiveFlexfield node as shown in screenshot below:
      image2018-6-22_16-37-14.png?version=1&modificationDate=1529717835000&api=v2
       
    6. Select the Edit action. This would open the Component Properties: descriptiveFlexfield popup. Navigate to the tab: Flexfield Global Context Segments tab. Select the DFF you want to hide on the Supplier Registration page in the Segment Code. Set the value to false in the Rendered dropdown menu.
      image2018-6-22_16-42-29.png?version=1&modificationDate=1529718149000&api=v2
       
    7. Publish the sandbox.
       
    8. Notice that the DFF is now hidden on the Supplier Registration page. NOTE: This change will be reflected on both the External Supplier Registration pages: Prospective Supplier Registration, Spend Authorized Supplier Registration but not on the Internal Supplier Registration pages (accessed via the Suppliers, Negotiations, Requisitions workareas).
      image2018-6-22_16-45-5.png?version=1&modificationDate=1529718305000&api=v2
       
    9. The DFF is still visible on the Edit Supplier page.

    image2018-6-22_16-46-8.png?version=1&modificationDate=1529718368000&api=v2

  • Piyush Singh
    How to edit an instruction text using User Interface Text...5.0
    Topic posted May 29, 2018 by Piyush SinghSilver Trophy: 7,500+ Points, tagged Customization, How-To, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to edit an instruction text using User Interface Text feature?
    Summary:
    Edit an instruction text using User Interface Text feature.
    Content:

    Attached is the step-by-step guide to show how to edit an instruction text using User Interface Text feature. The document covers steps to edit the instruction text 'Enter a value for at least one of these fields: D-U-N-S Number, Taxpayer ID, or Tax Registration Number.’. This instruction text is shown on Register Supplier page.

    Thanks,

    Piyush

  • Ramesh Radhakrishnan
    How to Import Personalization from One environment to Other...84.0
    Topic posted October 5, 2018 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged Customization, How-To in Procurement > Sourcing public
    Title:
    How to Import Personalization from One environment to Other environemnt
    Content:

    Hi,

    We made personalization in the supplier portal - bid responses to hide certain fields like promise delivery date etc. We performed this in TEST environment and we are in the process of production cut-over. We realized that in prod environment we cannot create bids and simulate the supplier portal to perform this personalization.

    Is there an option to import personalization from one environment to other? if so any guidelines on this will be very helpful.

    Thanks

    Ramesh

    Version:
    R13-18B
  • Poornima Bhilegaonkar
    Oracle Sourcing Cloud R13 (Update 18A) features...5.0
    Topic posted February 6, 2018 by Poornima BhilegaonkarBronze Trophy: 5,000+ Points, tagged BI Publisher Reports, Customization, How-To, Negotiation Creation, Notifications, Tip in Procurement > Sourcing public
    Title:
    Oracle Sourcing Cloud R13 (Update 18A) features announced
    Summary:
    Two new Sourcing Cloud features available in update 18A
    Content:

    1. Configure Negotiation Invitation Email with Business Intelligence Publisher - Gain complete control over layout and content of supplier invitation emails.

    2. Define Default Line Attributes in Negotiations - Improve operational efficiency and drive compliance to standards by defining default line attributes.

    Check out the Release Readiness for details: http://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/r13-2018-procurement-wn.htm#T2047

  • Sriram Balasubramanian
    How to make a field mandatory based on a DFF Value15.0
    Topic posted August 11, 2019 by Sriram BalasubramanianGreen Ribbon: 100+ Points, tagged Customization, How-To, Negotiation Creation, Negotiation Management, Response Creation, Sourcing Programs in Procurement > Sourcing public
    Title:
    How to make a field mandatory based on a DFF Value
    Summary:
    How to make a field mandatory based on a DFF Value
    Content:

    Hi All,

     

    I want to make a field Mandatory based on DFF values in that page. 

    We have Enabled DFF department in Sourcing Header.

    For Example : If the DFF department Vlaue is Human Resources then I want to make Current Price field Mandatory. If Department is not Human Resources then Current Price should be Optional.

  • sameer ashturkar
    How to customize the template or contents of Supplier...35.0
    Topic posted April 6, 2019 by sameer ashturkarBronze Medal: 1,250+ Points, tagged Customization, Setup in Procurement > Supplier Management public
    Title:
    How to customize the template or contents of Supplier contact user account creation Email.
    Summary:
    Supplier user contact receive two email when account get created
    Content:

    Hi All,

    Greetings.! 

    Could you please guide on as how to customize Email notification Template /Contents which get generated/receive with supplier contact creation.

    Currently, the Supplier contact receives 2 e-mails:
    1. an email with with their Username and temporary Password and (Welcome Email-- That I know how to do that)
    2. an email with the supplier contact information including roles and a hyperlink for access to the application. (Want to customize this)
    Please find attachment.

     

  • Aishwarya Pawar
    How to display Descriptive Flexfields on External Supplier...5.0
    Topic posted June 29, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Setup, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to display Descriptive Flexfields on External Supplier Registration pages
    Summary:
    A step by step guide to make Descriptive Flexfields visible on External Supplier Registration pages.
    Content:

    Supplier Descriptive Flexfields (DFFs) can be configured to be displayed on the Company Details, Contacts and Addresses train stops of the External Supplier Registration pages.The task group: Define Supplier Registration Descriptive Flexfields Configuration contains a list of setup tasks that can be used to configure DFFs at these 3 levels. For quick reference, here is the list of these tasks:

    1. Manage Supplier Registration Descriptive Flexfields task (for DFFs on Company Details train stop)
    2. Manage Trading Community Person Descriptive Flexfields task (for DFFs on Contacts train stop)
    3. Manage Trading Community Organization Site Descriptive Flexfields task (for DFFs on Addresses train stop)

    In general, DFFs are displayed in the Additional Information section of a given page. The steps below describe how to use customization to render this section which in turn will allow the DFFs to be displayed.

    NOTE These steps are also available in the attached PDF document: Display DFFs on External Registration Pages.pdf.

    1. Invoke the External Supplier Registration URL and navigate to the customization UI.
       
    2. Navigate to the Select tab on the Customization UI.
      image2018-6-25_11-18-7.png?version=1&modificationDate=1529950687000&api=v2
       
    3. Additional Information section if rendered is displayed above the Your Contact Information section. Highlight above the Your Contact Information section while on the Select tab. NOTE: Ensure that you select the first row highlighted as shown in the screenshot below.
      image2018-6-25_11-26-10.png?version=1&modificationDate=1529951170000&api=v2
       
    4. On highlighting the section, the 'Edit Component' link becomes visible on the right side of the page. Click on the link.
      image2018-6-25_11-28-12.png?version=1&modificationDate=1529951292000&api=v2
       
    5. On clicking the Edit Component link, the Component Properties: default dialog opens. Navigate to the Children tab and check the checkbox corresponding to Additional Information. This will make the Additional Information section visible on the External Registration page.
      image2018-6-25_11-35-53.png?version=1&modificationDate=1529951753000&api=v2
       
    6. Leave Customization UI by taking the Close action available on the top of the page.
       
    7. Verify the Additional Information section is displayed on the UI.
      image2018-6-25_11-38-45.png?version=1&modificationDate=1529951927000&api=v2
       
    8. Navigate to the Contacts train stop.
       
    9. Take the Edit action and open the Edit Contact popup for the contact created above on the Company Details train stop.
       
    10. Additional Information section if rendered is displayed above the User Account section. Highlight above the User Account section while on the Select tab and click on the Edit Component link that appears on the right.
      image2018-6-28_16-0-7.png?version=1&modificationDate=1530226807000&api=v2
       
    11. On clicking the Edit Component link, the Component Properties: default dialog opens. Navigate to the Children tab and check the checkbox corresponding to Additional Information. This will make the Additional Information section visible on the Edit Contact or Create Contact popup of the Contacts train stop. NOTE: Similar steps can be followed to render the Additional Information section on the Addresses train stop.
      image2018-6-28_16-6-25.png?version=1&modificationDate=1530227185000&api=v2
       
    12. Publish the sandbox if you are satisfied with the customization. NOTE: This will make the Additional Information sections visible on both the External Supplier Registration pages: Prospective Supplier Registration, Spend Authorized Supplier Registration and the Internal Supplier Registration pages (accessed via the Suppliers, Negotiations, Requisitions workareas).