Posts

Posts

  • Ramesh Radhakrishnan
    Purchasing documents - ADA Compliance4
    Topic posted December 3, 2019 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged FAQ, Public Sector in Procurement > Purchasing public
    Title:
    Purchasing documents - ADA Compliance
    Summary:
    Purchasing documents - ADA Compliance
    Content:

    We have a public sector client that has a requirement where all the purchasing documents generated out of the Oracle cloud purchasing modules - PO PDF reports are ADA  compliant  (Americans with Disabilities Act (ADA) Standards for Accessible Design).

    Any insights if it is ADA compliant?

    Version:
    R13-19C
  • Ashok
    Oracle Exchange5.0
    Topic posted December 1, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Exchange
    Summary:
    Oracle Exchange
    Content:

    Support / Customers

    We still field questions on OEX (Oracle Exchange) and whether and how it is available to configure Supplier Punchout Configurations. I wanted to provide this update as a reminder to both support and customers.

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

    Oracle Exchange has been decommissioned and is no longer available - so there is no longer an Oracle service that can be used to host catalog content on behalf of a supplier (where the supplier lacks a web catalog capability).

    The Oracle Business Network (previously called the Oracle Supplier Network) is the B2B platform, available to all Oracle customers **at no charge**, used for exchanging P2P documents between Oracle Procurement Cloud customers and their suppliers. The OBN platform also supports EBS & Peoplesoft customers. In addition, OBN allows suppliers to maintain their Punchout configurations details/credentials on the platform. 

    Reference: https://businessnetwork.oracle.com/snw/index.html

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

  • Ashok
    Suggested Buyer vs Assigned Buyer on a Requisition
    Topic posted November 30, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Suggested Buyer vs Assigned Buyer on a Requisition
    Summary:
    Suggested Buyer vs Assigned Buyer on a Requisition
    Content:

    Support

    This is an article that I expect will serve a helpful purpose when you triage customer issues relating to the attribute Suggested Buyer or Buyer on a requisition line. Here are some salient aspects for consideration:

    1. Buyer is an attribute whose primary purpose is to determine who processes the purchase order that is created for the requisition in question

    2. Fusion Self Service Procurement allows users to specify a suggested buyer (through additional personalization) or has the system derive one if the user does not wish to specify one explicitly. The former is called 'Suggested Buyer' and the latter 'Buyer' to distinguish it for the user on the UI

    3. A buyer is derived automatically not on saving a requisition but on submitting the requisition. The system calls the buyer assignment rules to determine if a valid buyer can be assigned (called Assigned Buyer in the system and populated in the Buyer field on the UI). Obviously, if the buyer assignment rules do not produce a valid buyer, there are other derivation steps that have been detailed in a previous article (https://cloudcustomerconnect.oracle.com/posts/aae98157bc)

    4. User can manually provide a buyer to the requisition line (Suggested Buyer). But the field must first be personalized into the Edit Requisition page. Now, if the user enters the Suggested Buyer in the Enter Requisition Line page ,obviously, this value will carry to the Edit Requisition flow

    5. When you copy a requisition, the original buyer value is always retained unless it is invalid at the time of processing the new requisition

    6. A Suggested Buyer is just that - a suggestion from the Requester. While in most cases, the recommendation comes out of  specific knowledge at the behest of the requester, the buyer still has to determine if this is the right person to process these requisitions

    7. If the customers ask why this is still only available through personalization, it is worth understanding the design principle: Most requesters are not interested or qualified to propose a buyer that ought to process their requisitions. The buying organization determines this through various factors. By default, there is limited value in allowing this field to be exposed to all requesters and perhaps creating an impression that a value is expected to be provided when the system has a myriad set of computing algorithms to figure this out on its own. Hence, for those exception scenarios where the requester is qualified to suggest a valid buyer, the additional bit of effort to expose the attribute is expected.

    8. Additional articles of value: 

    https://cloudcustomerconnect.oracle.com/posts/d4f89f0e38

  • Ashok
    Tip: Requisition PDF displays Canceled Lines
    Topic posted November 30, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Tip: Requisition PDF displays Canceled Lines
    Summary:
    Requisition PDF displays Canceled Lines
    Content:

    Support and Customers

    This is a quick tip on Requisition PDF generation and its display capabilities. As a reminder, this was an article we published earlier with some FAQs on PDF generation and use: https://cloudcustomerconnect.oracle.com/posts/137ba7efb5

    There was a recent bug logged indicating that the system was incorrectly displaying canceled lines on a Requisition PDF. At first the customer thought that the customizations they had made to the PDF Template was the reason this was happening.

    Tip:

    We provided the clarification that the seeded template also will display the canceled requisition lines in the PDF. Remember the PDF document is generated dynamically on the Requisition. At a given point in time, if that requisition contains canceled lines, this information is also displayed in the PDF. The system clearly identifies such lines through the status column in the Lines Table (see screenshot below).

    Image:
  • Puneet Pareek
    Multiple Natural Account Segment Selection In Charge Account...55.0
    Topic posted November 28, 2019 by Puneet PareekGreen Ribbon: 100+ Points, tagged Create Requisition, FAQ, How-To, Requisition Import, Requisition Processing, Setup, Tip, White Paper in Procurement > Self Service Procurement public
    Title:
    Multiple Natural Account Segment Selection In Charge Account based on the Purchase Category in Requisition Screen
    Summary:
    Restrict the GL Code - Natural Account Segment while punching a requisition based on the Purchase Category selected
    Content:

    Hi All,

    We have a business requirement to manually select the Natural Account manually based on the Purchase Category. For example Category X --> 4 Natural Accounts available for selection; Category Y --> 3 Natural Accounts. 

    Currently, we already have two segments open for edits via DFF Functionality wherein the DFF values captured by requester is fed as a source to charge/expense accounts. Similarly business wants to add one more DFF Attribute for Natural Accounts which should display only GL Codes/Accounts which are mapped to that category and should be open for selection by the requester.

    Has anyone faced this business scenario or implemented such solution before ? It would be great if we can get some pointers on the same.

    If we take the DFF Approach, i am sceptical if Natural Account valueset can be generated based on the category being selected in the purchase requisition page.

    Regards,

    Puneet

    Version:
    19D
  • Puneet Pareek
    Touchless Non Catalog Requisition To PO Conversion Based On...10
    Topic posted November 26, 2019 by Puneet PareekGreen Ribbon: 100+ Points, tagged Create Requisition, FAQ, How-To, Requisition Processing, Setup, Tip, White Paper in Procurement > Self Service Procurement public
    Title:
    Touchless Non Catalog Requisition To PO Conversion Based On Conditions/Business Rules
    Summary:
    The Automated PO Creation from Non Catalog Requisition - Select few requisitions based on Business Rules and Convert the PO Automatically
    Content:

    Hi All,

    We have a business requirement wherein we would like to convert the Non Catalog Purchase Requisitions to PO Automatically. based on few business rules. We are currently able to convert the Non Catalog Requisitions to PO automatically without any issues.

    We need help to enable below mentioned conditions in Oracle which will only convert a certain percentage of requisitions automatically to a Purchase Order.

    1. Requisitions < $100 USD

    2. Supplier Type = 'Procurement' (Eg)

    3. Purchasing Category = 'Retail' or 'Technology' (Eg)

    Any help on above will be appreciated.

    Regards,

    Puneet Pareek

    Version:
    Cloud 19D
  • Dev Thota
    Unable to Duplicate Requisition15.0
    Topic posted November 23, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Create Requisition, FAQ, How-To, Internal Material Transfer, Inventory Cloud, Manage Procurement Catalog, OTBI, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, Setup, Tip, Update Preparer and Requester, White Paper in Procurement > Self Service Procurement public
    Title:
    Unable to Duplicate Requisition
    Summary:
    Unable to Duplicate Requisition it shows "In Budget is a required field" error.
    Content:

    Hi All,

    Unable to Duplicate Requisition it shows "In Budget is a required field" error.

    In our requisition screen, we are using mandatory DFF name "In Budget".

    Please help me with this.

     

    Thanks,

    Dev Thota.

    Version:
    19D
    Image:
  • Sabarish Ganda
    Does anyone know if there is a integration point when we...1
    Topic posted November 19, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, Approvals/Notification, Create Requisition, FAQ, How-To, Requisition Import, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Does anyone know if there is a integration point when we submit a requisition for Approval.
    Content:

    We have a following Requirement:

    When a requisition is submitted then we need to send that approval to Service Now and if somebody approves that in Service Now then it should trigger approval in Oracle Requisition and Approve or reject the Requisition. 

    Does anyone have any idea about it?

  • Ashok
    FAQ: Requisition PDF Feature35.0
    Topic posted November 16, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    FAQ: Requisition PDF Feature
    Summary:
    FAQ: Requisition PDF Feature
    Content:

    Support and Customers

    I am providing a compilation of frequently asked questions around the Requisitions PDF document that is generated and attached to the Approval Notifications. The frequency and repetitive nature of these queries prompted this article. I hope this article helps as a first level triage for support and as a general FAQ for customers.

    A. When is the Requisition PDF first generated?

    The Requisition PDF is first generated when a requisition is created. As the requisition changes state (Pending Approval, Approved), the PDF transitions accordingly. 

    B. In what pages and flows is the PDF visible?

    You can view the PDF document from the Requisition Details (View page) as well as from the Edit Requisition pages. The Requisition Details allows you to view the document using the action View PDF. The Edit Requisition has a button with the same name. Note that if the requisition does not currently carry at least one line, the action is not visible from the Requisition Details page.

    In addition, the PDF document is also visible as an attachment in the Approval Notifications whether viewed through BPM or via Email.

    C. Why does the PDF document not show latest status in notifications?

    We get this question frequently. Customers wonder why the FYI notifications that are configured to be sent to users on approval of a requisition still contains a PDF attachment which displays the status as Pending Approval.

    This is because, the requisition PDF is attached to task when approval process starts. It is a static file and added to approval
    process as TO_APPROVER attachment. Attachment once created travels with the approval task and is visible to the subsequent approvers as-is. Consequently, the PDF document does not display status of the requisition in real-time

    D. I don't want the Requisition PDF to be attached to the approval notification. Can I accomplish that through configuration?

    The answer is No for Online Approval Notifications. The PDF we believe is the first level of documentation that is useful to the approver to understand the details of what is being requested. This as stated before is attached and sent with every notification. There is currently no design framework that would allow a customer to remove this as an attachment from the approval notificaiton

    E. I cannot see the attachment on my Email approval notification. However, the same attachment is visible via BPM. What am I missing? As an approver, I need the attachment when I approve via email.

    The display of an attachment on your email notification is controlled by the value of the mbean MaxSizeOfEmailAttachmentsInKB  visible from the EM console. You may  need to work with Cloud Ops to get this data and check the limit set. In many cases we have observed a very low limit (some even 0 KB) being set and any attachment with a file size greater than the value is not attached. So remember to check this setting if you encounter this issue.

    F. I cannot download the PDF attachment. I keep getting an error: "The File Was Not Downloaded Or Was Not
    Downloaded Correctly".

    The most common reason for this symptom is that the user has a custom role (Manage Requisition role), and to which role, the following also has to be made available: POR_MANAGE_REQUISITION_PRIV_OBI. Once you have assigned this role, you need to run the process: User and Roles Synchronization.

    G. Is the Requisition PDF customizable?

    Yes.  The requisition pdf is generated using BIP template which is customizable. Customers can use the file entitiled: RequisitionPDFGenerateReport.rtf to customize the layout, format and display content of the PDF. Some of the common customizations we have seen are adding a few attributes supported in the data model, adding a custom logo representing the buying organization, fixing the display of decimals on values across the document, etc. Remember to always create a new template that is copied from the seeded template. The seeded template is not to be tampered with.

    Do let us know if this article is helpful. Your feedback, questions and comments are always appreciated.

  • Ramesh JC
    19D Sourcing New Features Readiness Training Videos5.0
    Topic posted November 15, 2019 by Ramesh JCGold Trophy: 10,000+ Points, tagged FAQ in Procurement > Sourcing public
    Title:
    19D Sourcing New Features Readiness Training Videos
    Content:

    19D was another big release for Sourcing, packed with following features:

    1. Create Supplier Contracts from Negotiation Award
    2. Apply Internal Cost Factors to Supplier Response
    3. Overall Supplier Response Rank
    4. Score Requirements Offline with Team Scoring Spreadsheet
    5. Update Scores on Behalf of a Team Member

    Here is the link to New Feature Summary from Oracle Cloud Readiness.

    Here is the link to What’s New from Oracle Cloud Readiness.

    The following 2 features have readiness training videos with recorded demos that demonstrate end to end flow. Click the links below to watch them: