Posts

Posts

  • Rushi Joshi
    How to enable Sandbox on Supplier Portal7
    Topic posted Yesterday by Rushi JoshiSilver Medal: 2,000+ Points, tagged Customization, FAQ in Procurement > Supplier Management public
    Title:
    How to enable Sandbox on Supplier Portal
    Summary:
    Enable Sandbox and hence navigator on supplier portal
    Content:

    Hi,

    How to enable Sandbox under configuration after this new integrated sandbox update and hence navigator on the supplier portal?

    Rushi

  • Nishanth B Jain
    Award Negotiation Export4
    Topic posted February 13, 2019 by Nishanth B JainSilver Crown: 22,500+ Points, tagged BI Publisher Reports, Business Intelligence, Customization, FAQ, How-To, Negotiation Award, Negotiation Creation, Setup, Sourcing Programs, Spreadsheet Related in Procurement > Sourcing public
    Title:
    Award Negotiation Export
    Content:

    Hello,

    Can we edit Award By Spreadsheet. Is there any report for this?

    If yes, where we can find the data model for this export.

    Thanks,

    Nishanth

    Image:
  • Prasad Deshpande
    TIN validation during supplier registration8
    Topic posted February 20, 2018 by Prasad DeshpandeBlue Ribbon: 750+ 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.

  • Rahul L
    Default Tab settings in Supplier Page35.0
    Topic posted November 25, 2019 by Rahul LGreen Ribbon: 100+ Points, tagged Customization, Fusion, Setup, Supplier Creation in Procurement > Supplier Management public
    Title:
    Default Tab settings in Supplier Page
    Summary:
    Navigate to a particular tab in Supplier Page whenever we open the page
    Content:

    Hi,

    I have created new Tab in Supplier Page and the cursor is getting defaulted to the last opened tab or some times directed to the newly added tab in oracle fusion applications when we open for a particular Supplier.

    I have checked for options in Page Edit mode (Component Properties) but I don't find the Default Tab to be selected in the Properties screen. Any help on this is appreciated. Thank you in advance.

    Attaching the screenshot.

    Version:
    19D (11.13.19.10.0)
    Image:
  • Sabarish Ganda
    Can Subject of a Negotiation Award Approval Bell...1
    Topic posted October 9, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, BI Publisher Reports, Business Intelligence, Customization, How-To, Negotiation Award, Negotiation Management, Notifications, Setup in Procurement > Sourcing public
    Title:
    Can Subject of a Negotiation Award Approval Bell notification be customized?
    Content:

    Can Subject of a Negotiation Award Approval Bell notification be customized? Like have supplier name and description?

     

    Version:
    Oracle Fusion 13, 19C
  • Hong Gao
    How to Configure Bank Accounts Dialog for Supplier...45.0
    Topic posted October 30, 2019 by Hong GaoGold Medal: 3,500+ Points, tagged Customization, How-To in Procurement > Supplier Management public
    Title:
    How to Configure Bank Accounts Dialog for Supplier Registration Flows
    Summary:
    Steps to configure bank accounts dialog for supplier registration pages
    Content:

    Use Case:

    Capturing supplier bank account information is important for on-boarding suppliers through supplier registration flows.  By default, Country and Account Number are required fields.  You would like to make additional attributes required during supplier registration. For example, your company policy requires that supplier bank accounts should always include account name information.

    How-to:

    Follow these steps to use page composer and make Account Name a required field for supplier registration flows.

    1. Navigate to supplier registration page/flow and Bank Accounts train stop.
    2. Create and enter a sandbox.
    3. Click Edit Supplier Registration Pages from the global menu

    image2019-10-28_13-45-9.png?version=1&modificationDate=1572295510000&api=v2

    4. Switch from the default Design View to Source View

    image2019-10-28_13-46-4.png?version=1&modificationDate=1572295564000&api=v2

    5. Click on Create button and click Edit on Confirm Shared Component Edit dialog

    image2019-10-28_13-47-34.png?version=1&modificationDate=1572295654000&api=v2

    6. In the components hierarchy panel (on the right in the screenshot above), locate the first popup component under panelGroupLayout: default.  This is the component for the Create Bank Account dialog.  The second popup component right below is for the Edit Bank Account dialog.  Select the first popup component and right click on Edit.

    image2019-10-28_13-49-49.png?version=2&modificationDate=1572366359000&api=v2

    7. On the Component Properties: popup dialog, change the Content Delivery to immediate. Click OK.

     

    image2019-10-28_13-54-4.png?version=2&modificationDate=1572366385000&api=v2

    8. You can now edit properties of any of these UI components belonging to the create bank account popup. Since the use case is to make the  Account Name required, locate inputText: Account Name in the list of the UI components and click to edit the property of the component.

    image2019-10-28_13-56-24.png?version=2&modificationDate=1572366418000&api=v2

    9. Make the field Required and click OK.

    image2019-10-28_13-58-32.png?version=3&modificationDate=1572366138000&api=v2
        
    10. Since the configuration on create bank account popup does not reflect on the edit bank account popup, you need to perform same steps for the edit bank account dialog as well. Locate edit popup using details in step 6 above and perform steps 7 to 9 for it. 

    11. Bank Account Name is then required for both Create and Edit Bank Account dialogs.

    image2019-10-28_14-5-25.png?version=1&modificationDate=1572296725000&api=v2

     

    image2019-10-28_14-6-32.png?version=1&modificationDate=1572296792000&api=v2

    12. Publish the sand box changes.

    Points to Consider:

    • After the configuration, Account Name is now required for all supplier registration flows, including both internal and external supplier registrations as the same dialog is shared between both flows.
    • You don't need to repeat the same steps for create and edit flows if the same popup is being used for both places.
    • You can follow these steps if you are not able to configure other dialogs in design view.
  • Shivani Roy
    How to configure Supplier Registration Approved Email...25.0
    Topic last edited November 6, 2019 by Shivani RoyBronze Medal: 1,250+ Points, tagged Approvals/Notifications, Business Intelligence, Customization, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template
    Summary:
    Steps to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template.
    Content:

    Summary: Steps to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template.

    Description:

    Buying organizations can include additional information to be sent to the supplier by configuring the email notifications using BIP.

    E.g: In the Supplier Registration Approved Email notification, if you want to add a paragraph detailing the organizations quality policies and also want to display additional information dependent upon a supplier registration attribute, then follow the below steps:

    Note:

    1. In order to configure the BIP template the user should have the role: BI Administrator.
    2. This feature is opt in controlled. You need to enable feature Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher.

    Step 1: Create a copy of the template

    Sign in to Oracle Business Intelligence Publisher. In the Suppliers Business Intelligence Catalog, locate the External Supplier Registration Approved FYI Email Report template, and then click Customize. This creates a copy of the template in your Custom folder.

    image2019-10-31_11-45-39.png?version=1&modificationDate=1572502540680&api=v2

     

    Step 2: Download and install BI publisher word add-in

    If BI publisher add-in is not installed for word you can download it from the below link:

    https://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html

     

    Step 3: Download sample data

    Sample data will be required in order to add additional supplier registration attributes to the template. Sample data contains a list of supplier registration attributes along with sample values for these attributes. This when loaded to the template gives you a list of the supplier registration attributes which can be added to the template. Furthermore the sample data is also useful when you want to preview a report for the configuration done.

    To download the sample data follow the below steps:

    Edit the External Supplier Registration Approved Email Data Model available under the Data Models folder.

    screenshot1.png?version=1&modificationDate=1572501032000&api=v2

    Click on the properties from the panel on the left hand side. Download and save the sample.xml

    2.png?version=1&modificationDate=1572501071000&api=v2

    Note: If the sample data does not contain the required attributes, you can edit the sample.xml file using notepad and manually add the required tag and value combination under the correct mapping set.

    To fetch the correct Tag Name and mapping set, open the data model, Click on the Data Sets from the panel on the left hand side and go to Structure tab. XML Tag Names and their mapping sets are listed here.

    datamodel.png?version=1&modificationDate=1572501102161&api=v2

     

     

    Step 4:  Customizing the copy of the seeded template.

    1. Go to Custom folder> Procurement> Suppliers > External Supplier Registration Approved FYI Email Report template. Click on Edit and download the ExtSuppRegNotifApprovalFYIReport.rtf.
    2. Go to BI publisher tab and load sample.xml saved in Step 3.
       3.png?version=1&modificationDate=1572501122090&api=v2
    3. Adding text content: Go to the Insert tab, expand ‘Quick Parts’ to see available pre-existing layouts which can be used to configure the template.
      To add text choose BIP Paragraph of Text from the list.
      4.png?version=1&modificationDate=1572501145000&api=v2
      Add text which is to be displayed in the email.
      5.png?version=1&modificationDate=1572501165000&api=v2
    4. Adding an attribute from the data model to conditionally display content on the BIP report:
      We can also add conditions on any of the supplier attribute to conditionally display content. Example given below shows how to use DFF attribute to conditionally display content on the email. DFF attribute ATTRIBUTE20 is used in the supplier registration to capture the supplier response to the question on the buying organization’s quality policies.
    • To add a condition click on Conditional Region under BI publisher tab.
    • Under General: Select the required attribute from the Data field list. Select the corresponding data type.
    • Under Condition1: Manually enter the value expected to satisfy the condition.
    • Add the required content to be displayed inside the conditional tags <C><EC> as shown below.
      12.png?version=1&modificationDate=1572501190212&api=v2

     

    Step 5:   Viewing a sample report for the customization.

    Note: Temporarily delete the portion highlighted in yellow before viewing a sample. Paste it back after viewing the sample report.

    These tags are references to other folders in the BI and hence will throw error when we try to view a sample report locally.

    Under BI publisher tab click on any of the formats to view a sample report.

    15.png?version=1&modificationDate=1572501214000&api=v2

    Sample report in the pdf format.

    14.PNG?version=1&modificationDate=1572501238878&api=v2

     

    Step 6: Save the template and upload it back into the BI publisher.

    Under Custom folder> Procurement> Suppliers > External Supplier Registration Approved FYI Email Report, note down the layout name and delete the existing template. Click on Upload to upload the configured template. Please note to use the existing name for layout name. For External Supplier Registration Approved FYI Email Report template the layout name is ExtSuppRegNotifApprovedFyi.

    image2019-10-31_11-47-30.png?version=1&modificationDate=1572502650267&api=v2

     

    Once the upload is complete click on View a list on the top right corner and verify that the Default Layout checkbox is checked.

    11.png?version=1&modificationDate=1572501609000&api=v2

     

    Other references:

     

  • Piyush Singh
    How to make an attribute as required using page composer?24.0
    Topic last edited April 26, 2018 by Alan NgBronze Trophy: 5,000+ 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

  • Neal Fuhler
    OTBI Analysis - Controlling Alphanumeric Sort - Uppercase...1
    Topic last edited September 24, 2019 by Neal FuhlerRed Ribbon: 250+ Points, tagged Customization, OTBI, Tip in Procurement > Sourcing public
    Title:
    OTBI Analysis - Controlling Alphanumeric Sort - Uppercase and Mixed Case Sequence
    Summary:
    How to override the impact of Upper Case data that is sorted ahead of mixed case?
    Content:

    See attached image.

    Suppliers "Adams..., Adjuster.., Advanced..., and Advantage..." are mixed case and are sequenced after "ASAP RESTORATION CORP" All Upper Case.

    Why?

    Is it possible to change the analysis column via formula or SQL to convert all row values to Upper Case to override the sort? 

    Version:
    R13 19C
    Image:
  • OSC User
    changing the print order in Buyers PDF3
    Topic posted August 2, 2019 by OSC UserRed Ribbon: 250+ Points, tagged BI Publisher Reports, Customization, FAQ, How-To, OTBI, Sourcing Programs in Procurement > Sourcing public
    Title:
    changing the print order in Buyers PDF
    Summary:
    is it possible to change print order contents on buyers pdf
    Content:

    Hi,

    When we print pdf now, it prints in following order

    overview

    cover page

    requirements

    lines

    contract terms

    suppliers

    Is it possible to print contract terms, right after cover page?