Posts

Posts

  • OSC User
    how to customize buyers negotiation PDF?Answered19
    Topic posted July 21, 2019 by OSC UserRed Ribbon: 250+ Points, tagged BI Publisher Reports, Customization, How-To, Negotiation Creation, Negotiation Management, Procurement Contracts, Setup in Procurement > Sourcing public
    Title:
    how to customize buyers negotiation PDF?
    Summary:
    customize contracts section of Buyers negotiation PDF
    Content:

    Hi,

    i am new to Fusion customizations and would like to customize Buyers negotiation PDF.

    I have downloaded template 'NegotiationPDFGenerateReport.rtf' but not finding contract section there.Maybe i need to customize 'ContractTermsPlusAmendmendsProcurement' rtf. where can i find it?

    Any help greately appreciated

    Regards,

     

     

     

    Version:
    19B (11.13.19.04.0)
  • 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.
  • 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
  • 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:
  • 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.

  • OSC User
    Print DFFs on buyers PDF6
    Topic posted July 28, 2019 by OSC UserRed Ribbon: 250+ Points, tagged BI Publisher Reports, Customization, Negotiation Creation, Negotiation Management in Procurement > Sourcing public
    Title:
    Print DFFs on buyers PDF
    Summary:
    Printing descriptive flex fields on buyers PDF
    Content:

    Hi,

    We would like to print DFFs on the cluses part of the byuers PDF.

    Is it possible?

  • Mohammad Alhindawi
    Approval cycle for the suppliers master data creation6
    Topic posted March 11, 2019 by Mohammad AlhindawiRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Business Intelligence, Create Requisition, Customization, FAQ, Financials, Fusion, How-To, Import, Orders, Payables, Public Sector, Requisition Processing, Security, Setup, Sourcing Programs, Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account, Tip, Web Services, White Paper in Procurement > Supplier Management public
    Title:
    Approval cycle for the suppliers master data creation
    Summary:
    Approval cycle for the suppliers master data creation
    Content:

    Is there an approval cycle for the suppliers master data creation in the app?

    Version:
    Oracle Fusion Procurement Cloud
  • Ahmed Hashem
    approval on internal supplier profile changes5
    Topic posted June 19, 2019 by Ahmed Hashem, tagged Approvals/Notifications, Customization, Fusion, How-To, Security, Supplier Creation, Supplier Profile Management, Supplier Registration in Procurement > Supplier Management public
    Title:
    approval on internal supplier profile changes
    Summary:
    I have an idea to prevent supplier internal changes with no need for approval .
    Content:

    Hello ,

    i have a business requirement from one of the customers ,

    He have two people with supplier manager role .

    Buyer A and Buyer B .

    Buyer A has to go to supplier Profile to promote him to spend authorized from prospective status . but we need to prevent this user from editing Supplier Profile .

    Buyer B have the authority to amend the supplier profile , no problem .

    Now based on these cases i have a requirement to restrict Buyer A Not to amend Just Promote , and based on latest updates , we can not create a custom role that seperated the supplier maitain priviliges and the promote supplier button .

    so i am suggesting a new work around :

    1- as there is a UI Personalizations based on the Role

    2- we will create custom role to be copied from the supplier manager .

    3 we will custom the UI to make some fields disabled or not showing for this custom role .

    i think by this way we have a work around for this  ER 21984076 .

    Now i need a document or steps guides me how to personalize the UI ti be per role level not Site Level

  • 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

  • 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.