Posts

Posts

  • Ramesh Radhakrishnan
    Seller Negotiation life cycle end to end.5.0
    Topic posted Yesterday by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged How-To, Negotiation Award, Negotiation Creation, Negotiation Management, Public Sector, Sourcing Programs, White Paper in Procurement > Sourcing public
    Title:
    Seller Negotiation life cycle end to end.
    Content:

    We would like to know the complete cycle of the seller negotiation in Oracle sourcing and also would like to know how the accounting happens in Oracle financials for the revenue generated out of the seller negotiation. Is there an white paper published on seller negotiation? This is more needed for public sector clients for auctioning retired assets and bring the revenue back to the books.

    Thanks

    Ramesh

    Version:
    R13-19C
  • Daniel Vargas
    Managing attachments - retain versions3
    Topic posted September 10, 2019 by Daniel VargasRed Ribbon: 250+ Points, tagged FAQ, How-To, Negotiation Award, Negotiation Creation, Negotiation Management, Procurement Contracts, Response Creation, Tip in Procurement > Sourcing public
    Title:
    Managing attachments - retain versions
    Summary:
    Maintain attachments - all versions - during a supplier negotiation
    Content:

    Greetings,

    We are currently implementing ERP Cloud (supplier management, sourcing, and procurement); and our customer is questioning the functionality related to attachments, during the sourcing process:

    Once an attachment is uploaded, i.e. for a supplier negotiation:

    • Our understanding is the file is numbered, therefore enters into version control
    • If a new version of the same file needs to be added; the previous version is kept (not deleted)

    We are interested on maintaining all versions of the documents used for a supplier negotiation. Could you please advice, if this is possible?

    Thanks,

    Daniel Vargas

    Version:
    Cloud ERP Fusion 19c
  • Aishwarya Pawar
    Enabling Supplier Audit HistoryAnswered65.0
    Topic posted February 22, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Audit, How-To, Tip in Procurement > Supplier Management public
    Title:
    Enabling Supplier Audit History
    Summary:
    Tips for enabling Supplier Audit History
    Content:

    Supplier Audit History allows tracking and reporting of changes made to supplier profile information to support internal audit controls and governance as well as external regulatory compliance such as SOX.

    Here are some tips that will allow you to set up this feature correctly and leverage everything it has to offer:

    • Ensure attributes that need to be audited have been enabled for audit tracking using the Manage Audit Policies task as shown in the screenshot below. Changes to an attribute will be tracked only if it is enabled for audit. Refer to the steps listed below explaining how attributes can be enabled for audit.
    • Ensure that the business object to be audited is selected in addition to its individual attributes.
    • Payments information i.e. Payment Methods, Bank Accounts and Payment Attributes can be specified for a supplier, its addresses and sites. Corresponding attributes can be enabled for audit using one of the three business objects available: Supplier Payment Methods, Supplier Bank Accounts and Supplier Payment Attributes. Enabling an attribute that belongs to these business objects will track changes made to the attribute at all three levels: supplier, address and site.
    • Changes made to audit setup are prospective and not retrospective. Consequently, for an attribute which has not been previously enabled for audit, any changes made to it prior to enabling it for audit will not be tracked. To optimize performance only enable attributes that need to be tracked.

    image2018-2-20%2016%3A0%3A19.png?version=1&modificationDate=1519171219000&api=v2

    Following steps will guide you to setup audit tracking on the list of supplier profile attributes:

    1. Access the Setup and Maintenance workarea and look for the Manage Audit Policies task.
    2. On the Mange Audit Policies page, set the Audit Level as Auditing and take the Configure Business Object Attributes action.
    3. On the Configure Business Object Attributes page, select Procurement as the product.
    4. Select the appropriate object in the Objects tree table. This corresponds to the object to which the attribute you want audited belongs. For example, if you want to track changes to Alternate Name of a supplier, you should select the Supplier object. Likewise if you want to audit the Address Name, you should select the Supplier Addresses object.
    5. After selecting the object, take the Create action available under the Audited Attributes section on the right. A list of attributes that can be tracked using audit will be made available to you.
    6. Select the attributes that need to be audited. This will allow any changes made to these attributes to be tracked and reported.
    7. Take the Save the Close action.

    Refer to the following for more details on what the Supplier Audit feature offers:

     

  • Karthickprabu Manickavel
    How to purge Inventory Interface records imported using FBDI1
    Topic posted September 18, 2019 by Karthickprabu Manickavel, tagged How-To, Inventory Cloud in Inventory and Logistics > Inventory public
    Title:
    How to purge Inventory Interface records imported using FBDI
    Summary:
    How to purge Inventory transaction Interface records which are in error
    Content:

    Hi All,
    We have imported inventory transactions using FBDI, and some records are stuck in interface due to some process errors. These records are not available in UI to update or delete.

    Can you please let me know whether we have any purge process to delete the error records from below interfaces
    INV_TRANSACTIONS_INTERFACE 
    INV_TRANSACTION_LOTS_INTERFACE
    INV_SERIAL_NUMBERS_INTERFACE
    CST_I_INCOMING_TXN_COSTS

    Thanks,

    Karthick

  • Ashok
    Update 19D: New Help Documentation Process
    Topic posted September 20, 2019 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Update 19D: New Help Documentation Process
    Summary:
    Update 19D: New Help Documentation Process
    Content:

    Customers and Support

    If you have not already seen this, I think this is useful information to be aware of. Particularly for customers who may have customized help.

    https://cloudcustomerconnect.oracle.com/posts/868076599d

  • Rushi Joshi
    Add static text in FYI: Approved Supplier Registration...155.0
    Topic posted September 9, 2019 by Rushi JoshiBronze Medal: 1,250+ Points, tagged Business Intelligence, Fusion, How-To in Procurement > Supplier Management public
    Title:
    Add static text in FYI: Approved Supplier Registration Request email
    Summary:
    Require to add a static text in the email body that a requester receives when a supplier requested by them earlier gets finally approved.
    Content:

    Hello everyone,

    Can anyone guide how to add a static text in an FYI email received by a requester when their requested supplier gets finally approved. Attached is the current email formate.

     

    Image:
  • Ashok
    Using Blanket Purchase Agreements to source Requisitions...94.6
    Topic last edited January 17, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Using Blanket Purchase Agreements to source Requisitions containing Description-based Items
    Summary:
    How to use Blanket Purchase Agreements to source Requisitions containing Description-based Items
    Content:

    All

    This is probably a common question that may have arisen in many of your minds. We recently had a couple of customer issues that related directly to this. We are happy to get your feedback, any discussion points you wish to raise and your ratings on this article.

    Problem Statement

    We create Blanket Purchase Agreements (BPAs) for description-based items. However when we create a Smart Form or use the Enter Requisition Line flow to create requisitions, for description-based requests, only Contract Purchase Agreements (CPAs) seem to be available in the Agreements selector. We need a way to leverage the BPAs to meet our requirements here

    Resolution

    The short answer: Leverage the auto-source functionality that the Requisitions to Purchasing integration offers.

    How: Use the Supplier Item as your reference when creating the Smart Form or the Enter Requisition Line flow

    Process: 

    1. When creating requisition lines using Enter Requisition Line and Smart Form pages, first enter the supplier

    2. This enables the supplier item attribute to make it enterable

    3. Provide the supplier item that corresponds to the BPA description-only item. Note that the BPA Line has to have the same supplier item value defined in the column Supplier Item. That is the value that triggers a match.

    NOTE: Do not select any agreement from the Agreements selector

    4.  After the requisition approval, the requisition line will be picked by the Generate Orders program which will auto-source the BPA by matching the supplier,  the supplier item, and the category in the requisition line with a BPA line that has a description-only item with the same values for these 3 attributes.

    NOTE:

    1. The sourced BPA will not be visible in the requisition. But it will be reflected in the purchase order

    2. The price in the purchase order will be the price of the BPA, not the price entered on the Requisition.

  • Ramesh JC
    How to create/define contract term variables that are...5.0
    Topic posted September 18, 2019 by Ramesh JCSilver Trophy: 7,500+ Points, tagged How-To, Procurement Contracts, Response Creation, Tip in Procurement > Sourcing public
    Title:
    How to create/define contract term variables that are updatable by suppliers
    Content:

    If you have added contract terms to a negotiation, some of the clauses might have user variables. Not all variables are visible to supplier bidders while creating a bid/quote. If you want the variable values to be provided by supplier bidder while submitting the bid, then when you create these variables in terms library make sure you you enable/check 'Updatable by external parties'. And of course 'Intent' should be 'Buy',Type of the variable should be 'User' and 'Source' should be 'Manual'.

    For such variables, suppliers can provide values while submitting the bid.

    See the attached snapshot

     

    Image:
  • Boyuan Zhu
    How to Display the Purchase Order Total with Tax on the PDF15.0
    Topic posted June 1, 2018 by Boyuan ZhuGold Medal: 3,500+ Points, tagged How-To, Orders, Tip in Procurement > Purchasing public
    Title:
    How to Display the Purchase Order Total with Tax on the PDF
    Content:

    The total ordered amount and the total tax are available as separate attributes for display in the purchase order PDF. Customers who wish to sum up these values for a total ordered amount that includes the tax cannot easily add these attributes because they are formatted with separators. Instead, you will need to create a new attribute and add it to the purchase order data model:

     

    PO_BIP_HELPER.get_formatted_display(PO_BIP_HELPER.get_global_attr('ORGORDEREDAMOUNT') + PO_BIP_HELPER.get_global_attr('TOTALTAX')) As TotalWithTax
    

     

     

    Once the attribute exists in the data model, you can include it in the RTF template. For more information about editing the data model and RTF template, please refer to the Purchasing Document Publishing and Communication whitepaper (document ID 1610339.1) on My Oracle Support.

  • Ramesh Radhakrishnan
    Supplier Profile change - Prevent changing Company name in...Answered95.0
    Topic posted January 29, 2019 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged How-To, Public Sector, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Profile change - Prevent changing Company name in supplier portal
    Content:

    We have a business requirement to prevent supplier users from creating a supplier profile change to update the company name using supplier portal profile change.  How do we prevent supplier making edit to company name field and make it just read only? Any pointers to achieve this in the supplier portal?

    Version:
    R13-18C
    Image: