Posts

Posts

  • Arpan Chakrabarti
    Supplier Bank Account update5
    Topic posted August 22, 2018 by Arpan ChakrabartiGreen Ribbon: 100+ Points, tagged Customization, Fusion, How-To, Payables, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Supplier Bank Account update
    Summary:
    Letting Supplier create or update Bank Account at Site Level
    Content:

    Good Morning!

    Have a quick question and wanted to check if anyone had similar request from clients as this is the third time I am seeing this requirement. I know in Supplier Portal, Suppliers are only allowed to update records at header level. Which is fine, but one information which is Bank account has no relevance at header but Site. The question is can this be done or an enhancement request be created so that Supplier can select a BU and assign a Bank account to that BU on an ongoing basis using Supplier Portal. Currently Supplier adds a bank account it goes to header, and then the Vendor management team has to go and take that information and assign or create at the site level which seems redundant. Please share how you have tackled this in past and if you see a value in changing this particular feature ?

    Best,

    Arpan

  • Ramesh Radhakrishnan
    How to Hide Promised/Delivery date in the supplier response...Answered7
    Topic posted August 10, 2018 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged Customization, How-To, Response Creation in Procurement > Sourcing public
    Title:
    How to Hide Promised/Delivery date in the supplier response page for bid?
    Content:

    We would like to know the proocedure to hide the "Promised/Delivery date" in the supplier repsonse bid page.

    I am attaching screenshot for reference.

    Thanks

    Ramesh

    Image:
  • 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

  • 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).
  • 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
    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

  • Piyush Singh
    How to make an attribute as required using page composer?4.0
    Topic posted April 25, 2018 by Piyush SinghSilver Trophy: 7,500+ Points, tagged Customization, How-To, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to make an attribute as required using page composer?
    Summary:
    Customization using page composer in design mode to make an attribute required.
    Content:

    Attached is the step-by-step guide to show how to make an attribute as required using page composer. The document covers steps to customize supplier registration attribute 'Supplier Type' as required using page composer.

    Thanks,

    Piyush

  • Vikram Agarwal
    Customizing "SpendAuthorizationRequestFYI"Answered2
    Topic posted April 11, 2018 by Vikram AgarwalBlue Ribbon: 750+ Points, tagged Approvals/Notifications, Customization, Supplier Registration in Procurement > Supplier Management public
    Title:
    Customizing "SpendAuthorizationRequestFYI"
    Summary:
    Customizing "SpendAuthorizationRequestFYI"
    Content:

    Hello Everyone,

    One of our client has a requirement where they would like to send a FYI notification to a group of people after final supplier approval. We were able to achieve this by adding a new Stage in the SpendAuthorizationRequestFYI (screenshot attached) workflow.

    Just wanted to check if there is any better way to achieve the same. Also in case of environment upgrade will the solution work or will it be overwritten by seeded values.

    Thanks in Advance

    Vikram Agarwal

  • Prasad Deshpande
    TIN validation during supplier registration7
    Topic posted February 20, 2018 by Prasad DeshpandeRed Ribbon: 250+ Points, tagged Customization, FAQ, How-To, Sourcing Programs in Procurement > Supplier Management public
    Title:
    TIN validation during supplier registration
    Summary:
    TIN validation during supplier registration
    Content:

    Wanted to know two things if they can be doable during supplier registration

    1. TIN validation. If this can be done via 3rd party integration then more details on that integration should be helpful.

    and

    2. Ability to standardize the Tax ID/SSN prior to match (e.g. appropriate format xx-xxxxxxx or ***-xx-xxxx). I guess this is doable but not sure.

  • 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