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Posts

  • Ashok
    Default of the Supplier Site Agreement in Purchase...15.0
    Topic posted July 19, 2019 by AshokGold Crown: 30,000+ Points, tagged FAQ, How-To, Requisition Web Services, Setup in Procurement > Self Service Procurement public
    Title:
    Default of the Supplier Site Agreement in Purchase Requisitions
    Summary:
    How does the supplier site default to requisition lines
    Content:

    Business Context:

    We have recently seen a few customers observe that even though they change the supplier site on a blanket agreement, the new site is not defaulted to the requisition line.

    Analysis:

    Procurement agents create supplier purchase agreements and they can specify the client requisitioning business units that can purchase using the supplier agreement. Now, the agreement has several regions and tabs. In the main tab, the purpose of providing a supplier site is to determine certain default options such as currency, communication method, supplier acknowledgement, etc. It will default as the purchasing site in the control tab, if the procurement BU of the agreement is also a requisitioning BU. 

    Important: The supplier site in the main tab is not the site that defaults to the requisition in Self Service Procurement.

    Then where?

    On the Controls tab of the agreement, in the Business Unit Access region, you specify the client requisitioning BU and provide the supplier site, ship-to location, and bill-to location for requisitions and purchase orders created for these client business units.

    When you create requisitions in a requisitioning BU and use an agreement, the supplier and supplier site default from the agreement. The supplier site used in requisitions is the one defined in the Controls tab of the agreement for the client requisitioning BU that is active in the  Requisition's user's preferences.

    Important: When you do a change order in the agreement to change the site in the main tab, the site in the controls tab will not automatically change based on the site of the main tab. This is probably why these customers don't see their change reflected on their requisitions. So, if you want the new site to apply to your requisitions, you must make the same change in the Controls tab of the agreement as well.

    NOTE: 

    When the supplier has multiple sites, you can check the option Allow ordering from unassigned sites on the Controls tab of the agreement. This option will allow requesters to choose any valid supplier site in the requisitioning Business Unit when creating requisitions. This capability is enabled when ordering using a smart form with a CPA, or through the Enter Requisition Line page.

  • DIEGO SCHENQUERMAN
    What is the difference between the qualification and...1
    Topic posted July 17, 2019 by DIEGO SCHENQUERMANBlue Ribbon: 750+ Points, tagged Assessment, FAQ, How-To, Initiative, Qualification, Qualification Area, Qualification Model, Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response, Tip, White Paper in Procurement > Supplier Qualification Management public
    Title:
    What is the difference between the qualification and assessment?
    Summary:
    What is the difference between the qualification and assessment?
    Content:

    What is the difference between the qualification and assessment?

    We want to use Procurement Qualification module to create initiative and request some information and document to update the supplier Profile. This is for an existing suppliers. I will not use this for Supplier Registration or Qualification. Just to request income tax information, bank account information etc.

    I am not sure if I need to use the Initiative with Qualification or Assessment.

  • Ashok
    Note to Customers: Creating or Voting on Ideas15.0
    Topic posted July 16, 2019 by AshokGold Crown: 30,000+ Points, tagged FAQ, How-To in Procurement > Self Service Procurement public
    Title:
    Note to Customers: Creating or Voting on Ideas
    Summary:
    Note to Customers: Voting on Ideas
    Content:

    Customers

    Please consider the following notes when reviewing ideas and voting for them for the process to be effective and serve your needs:

    A. Vote for your idea: I see many ideas where the idea creators have not even voted for it. This is a bit counter productive as the idea is to get as many up votes as feasible to facilitate further review.

    B. Complete details of the requirement: Many many ideas are very sketchy and too limited to understand the requirement or triage it further. If you are logging an idea, make sure you sell it in the sense that it needs to explain the pain points, the benefits of implementing it, the limitations of not having it clearly. We need to understand real-life business use cases and scenarios to help justify the requirement. Where screenshots will help firm up the idea more, give us those screenshots

    C. If you are voting on another customer's idea and the current description you are reading does not cover your use cases or requirements adequately, please take the time to fill out those details

    Remember maximum details to help clarify the requirement is expected.

  • Ashok
    Tip: Requisition Fund Status in IMT Flows upon receiving the...15.0
    Topic posted July 14, 2019 by AshokGold Crown: 30,000+ Points, tagged Budget/Encumbrance, FAQ, Tip in Procurement > Self Service Procurement public
    Title:
    Tip: Requisition Fund Status in IMT Flows upon receiving the item
    Summary:
    Requisition Fund Status in IMT Flows upon receiving the item
    Content:

    Customers / Support

    I have seen a reasonable number of questions around this tip which is why I wanted to provide a quick reminder of how Funds Status operates in the context of Internal Material Transfer (IMT) flows.

    Business Flow:

    The customers in this case wanted to know if there was a bug in the system where the Funds Status on the Requisition never changed to Liquidated from Reserved even after the goods were received. The context of this concern were IMT flows.

    Tip:

    My colleague Mara provided the clarification that I think is quite useful to know the next time this question arises in anyone's mind or if Support gets asked this question in SRs:

    =========================================================================================================

    In the internal material transfer flow you won't see the funds status change from Reserved to Liquidated in the requisition pages. 
    This is because Inventory is not supporting budgetary control at the moment. However, Cost Management handles budgetary control and encumbrance accounting processing of the expenditure after final delivery for requisition sourced transfer orders. 

    In the Budgetary Control workarea you should be able to see the budget impact with the report Review Budgetary Control Transactions. There should be an entry for the expenditure created by Costing, which will mean that the corresponding commitment in the requisition is released/liquidated. 

    =========================================================================================================

  • Ashok
    Consolidated Opt-in Expiration Features15.0
    Topic posted July 12, 2019 by AshokGold Crown: 30,000+ Points, tagged FAQ, Tip in Procurement > Self Service Procurement public
    Title:
    Consolidated Opt-in Expiration Features
    Summary:
    Features whose Opt-in is about to expire by Release Update
    Content:

    Customers / Support

    I want to draw your attention to a piece of documentation related to Opt-in based features. This document might tend to get overlooked if you are not careful, but will have a lasting impact on how you use the application.

    Please review the link here: https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/2019-optin.htm

    Steps to get to the link:

    1. Navigate to docs.oracle.com

    2. Find the entry Cloud Applications

    3. Find the desired application. I selected Procurement  under Enterprise Resource Planning

    4. Click Review New Features in the Whats New section

    5. Click Features with Opt-in Expiration

    Here, you will find listed by release update (19C, 19B, etc.) all features whose Opt-ins are about to expire in that Update. 

    You need to take note of this before you plan to upgrade to the new Update for several reasons:

    a) If you have not yet chosen to adopt a feature via Opt-in, expiration of the Opt-in basically means that this feature will start to apply when you upgrade. You need to have an understanding of the feature and its impact to your business flows before the upgrade happens

    b) Reviewing this ahead of time gives you the opportunity to test these flows and ensure they meet your requirements or reach out to us for clarifications

    We have had a few customers that did not pay attention to this process and were surprised when the new functionality kicked in. This is the same reason why Support ought to also review these in advance and be prepared with ideas on discussing potential customer issues.

    I hope you take a read of these documents. Note that the Opt-in features that are about to expire in 19C is already listed. There are none in this specific application: Self Service Procurement, but I am sure there are others of interest to you that you want to be aware of.

  • Anil Nair
    Bypass CPA reference for Non catalog request4
    Topic posted July 4, 2019 by Anil NairBlue Ribbon: 750+ Points, tagged Approvals, Approvals/Notification, Create Requisition, FAQ, How-To, Manage Procurement Catalog, Requisition Processing, Setup, White Paper in Procurement > Self Service Procurement public
    Title:
    Bypass CPA reference for Non catalog request
    Summary:
    Bypass CPA reference for Non catalog request
    Content:

    We have suppliers for which we have active contracts (CPA) but the business sometimes buy from the same suppliers without a contract (Non catalog).

    Example: 

    Supplier : Telstra

    Site: Melbourne

    CPA # 321231

    In the current functionality if I used the above supplier and site in Non catalog requisition OR smart form (without any value in agreement field) all the requisitions automatically picks the CPA# 321231.

    We have scenarios where business don't want the requisition to reference any existing contract (CPA) even though a CPA exists for the supplier and instead the non catalog requisition should be created without any agreement reference.

    How can we bypass/avoid the existing CPA reference of supplier on the non catalog request?

  • Shravan Kumar Chelika
    Unable to Create IMT - Requisitions with Destination Type as...10
    Topic posted July 1, 2019 by Shravan Kumar ChelikaRed Ribbon: 250+ Points, tagged Create Requisition, FAQ, How-To, Internal Material Transfer, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Unable to Create IMT - Requisitions with Destination Type as Inventory
    Summary:
    Unable to Create IMT - Requisitions with Destination Type as Inventory - Errors out with Source Organization cannot be determined
    Content:

    Hello All,

    We have been trying to create IMT Requisitions with Destination type as Inventory and are facing the following error - "The source organization for the given destination type cannot be determined. Contact your Supply Chain Operations Manager (POR-2010790)".

    We have followed multiple documents included in support Troubleshooting Internal Requisition Setup – Planned Item (Doc ID 2384272.1)., Setups and End to End Flow For Internal Requisitions-Transfer Orders Flow (Doc ID 2359512.1).

    We do have the sourcing rules, assignment sets and ATP Rules,  costing and inventory organizations assigned to locations,  the attached document (IMT- Requisition Setups)would show all the screenshots with setups if you encountered this issue before could you please let us know if we are missing any setups/steps that are causing this error?

    Thanks,

    Shravan

  • Ashok
    Important Announcement: Please take note: Change in...15.0
    Topic posted June 28, 2019 by AshokGold Crown: 30,000+ Points, tagged FAQ, How-To in Procurement > Self Service Procurement public
    Title:
    Important Announcement: Please take note: Change in Enhancement Request Processes – Impact to ERP and SCM Cloud Customers
    Summary:
    https://cloudcustomerconnect.oracle.com/posts/08de07e46c
    Content:

    Oracle ERP and SCM Cloud will be moving the Enhancement Request (ER) processes out of My Oracle Support and into the Idea Labs within Cloud Customer Connect. This move is part of our ongoing initiative to continuously improve the customer experience and transparency of the enhancement request process and delivery.

    The Idea Labs are feedback forums where Oracle Applications customers can submit ideas, collaborate on solution approaches, vote for their favorite ideas, and see which are being implemented by Oracle.  

    If a service request (SR) is determined to be a product enhancement, customers can decide if they would like to log this as an Idea in the appropriate Idea Lab (or vote on one that is already established in the Lab). Enhancement requests will no longer be created in My Oracle Support. Having ideas within the Idea Labs allows customers to have further conversations with other Oracle ERP and SCM Cloud Customers, Partners, and Product Development. This will deliver more transparency on enhancement suggestions by allowing customers to socialize their ideas and the ability to vote on others. Customers will be able to see the periodic updates on the most voted ideas from the ERP and SCM Cloud Development team.

    Targeted date for this change is August 1, 2019. We will be scheduling a Customer Connect session that you may join if you have any questions. The notice for that session will be coming soon. 

  • Sabarish Ganda
    User Cannot see the PO details in PO approval NotificationAnswered74.0
    Topic posted June 27, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, Approvals/Notification, FAQ, Fusion, Notifications, Setup in Procurement > Purchasing public
    Title:
    User Cannot see the PO details in PO approval Notification
    Content:

    Approval Notification is just showing APprove, Reject buttons, it is not showing any details in the body.

     

    Please check the attached Screenshot

    Version:
    Oracle Fusion 13, 19B
    Image:
  • Manavalan Ethirajan
    What's New Released for Fusion Purchasing (Update...5.0
    Topic posted June 26, 2019 by Manavalan EthirajanSilver Medal: 2,000+ Points, tagged FAQ in Procurement > Purchasing public
    Title:
    What's New Released for Fusion Purchasing (Update 19C)
    Summary:
    What's New Released for Fusion Purchasing (Update 19C)
    Content:

    The What's New document for new purchasing features released in Update 19C is published. Please find the below URL

    https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/proc/releases/19C/19C-procurement-wn.htm#T11100