Posts

Posts

  • Ian Scott
    How to do approvals without HR2
    Topic posted 9:33 AM by Ian ScottRed Ribbon: 250+ Points, tagged Approvals, How-To, White Paper in Procurement > Self Service Procurement public
    Title:
    How to do approvals without HR
    Content:

    I'm currently looking it a client that wants to implement Procurement but not will not be using HCM. How would one go about creating approvals for Procurement documents without access to HR? Can someone point me to a support document or white paper that might outline how this is possible?

  • Ashok
    Note to Customers: Voting on Ideas15.0
    Topic posted 6:59 AM by AshokGold Crown: 30,000+ Points, tagged FAQ, How-To in Procurement > Self Service Procurement public
    Title:
    Note to Customers: 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.

  • Venkatesh Periketi
    How to validate level members loaded in Custom Hierarchy4
    Topic posted 1:50 AM by Venkatesh PeriketiSilver Medal: 2,000+ Points, tagged Demand Management Cloud, How-to in Supply Chain Planning and Collaboration public
    Title:
    How to validate level members loaded in Custom Hierarchy
    Content:

    Hi,

    I am looking for some UI where I can view all the level members loaded for custom hierarchy levels. Any help would be appreciated.

    Thanks,

    Venkatesh

    Version:
    R13-19B update
  • Ramesh Choudhary
    Question: Considerations while implementing Standalone Sales...1
    Topic posted 1:46 AM by Ramesh ChoudharyRed Ribbon: 250+ Points, tagged Demand Management Cloud, How-to, Planning Central Cloud, Sales & Operations Planning Cloud, Supply Chain Collaboration Cloud, Supply Planning Cloud, Tip, User Experience in Supply Chain Planning and Collaboration public
    Title:
    Question: Considerations while implementing Standalone Sales & Operation Planning (S & OP)
    Summary:
    Question: Considerations while implementing Standalone Sales & Operation Planning (S & OP)
    Content:

    Hi All,

    We are going to start implementing the Standalone Sales & Operation Planning Module (S & OP) .
    Can anyone please give us brief on how do we start this type of implementation.

    What all are the considerations which we should look into when we starting the implementation and what all resources/FBDI Files/Docs which are to be used for implementing the Standalone S & OP?

    Any best practices ?

    Your advise on this will be great help to us.

    Thanks,
    Ramesh

  • Ashok
    How to customize the Quantity or Amount attribute in the...5.0
    Topic posted July 13, 2019 by AshokGold Crown: 30,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    How to customize the Quantity or Amount attribute in the Shopping Cart of the Shopping Home Page
    Summary:
    How to customize the Quantity or Amount attribute in the Shopping Cart of the Shopping Home Page
    Content:

    Dear Customers and Support

    Recently on the Customer Connect Portal, there was a customer that asked about whether the Quantity or Amount field on the Shopping Cart in the Shopping Home page can be customized (https://cloudcustomerconnect.oracle.com/posts/380d0b3029).

    We explored this internally to see if we can help the customer to accomplish what they required. Our development team did come up with a mechanism to implement this customization.

    Take a read of the attached document for details.

    Let us know with your comments and ratings if this is helpful in your own business scenarios as well.

  • Amber Lomeli
    Supplier Spend Authorized Approval3
    Topic posted July 9, 2019 by Amber LomeliBronze Medal: 1,250+ Points, tagged Approvals/Notifications, How-To, Setup, Supplier Creation, Supplier Registration in Procurement > Supplier Management public
    Title:
    Supplier Spend Authorized Approval
    Summary:
    How to configure just spend authorized
    Content:

    Currently we must enter in a product and service along with creating a role for the user to register the supplier. Is there a way to turn that off so we do not have to enter that on a Spend Authorized Supplier?

     

    Is it possible to initiate approvals through Create Supplier or does it have to be Register Supplier?

    Image:
  • aqil shaik
    How to pick few items in a Plan ?2
    Topic posted July 7, 2019 by aqil shaikRed Ribbon: 250+ Points, tagged Demand Management Cloud, How-to, Tip in Supply Chain Planning and Collaboration public
    Title:
    How to pick few items in a Plan ?
    Summary:
    How to pick few items in a Plan instead all teh items in a category
    Content:

    Hello,

     

    Looking for Tips and Ideas.


    We have category with 200 items and large number of Orgs. When we choose the category and orgs--the number of combinations is large and the Tables  are becoming bulky. Yes, we can filter for few members but not sure if it is the sequence of building the table, the layout frequently gives error.

    Question- Is it possible to restrict the number of items in the catgeory for a Demand Plan / Supply Plan / S&OP Plan ? 

     

    Thanks for your inputs

     

  • Ramesh Choudhary
    Unable to Collect the 5/4/4 Accounting Calendar from Source...5.0
    Topic posted July 6, 2019 by Ramesh ChoudharyRed Ribbon: 250+ Points, tagged Collections, Demand Management Cloud, How-to, Planning Central Cloud, Supply Planning Cloud in Supply Chain Planning and Collaboration public
    Title:
    Unable to Collect the 5/4/4 Accounting Calendar from Source Module
    Summary:
    Unable to Collect the 5/4/4 Accounting Calendar from Source Module
    Content:

    We have setup Calendar of Period Frequency- '5/4/4'  in Task 'Manage Accounting Calendar'  but the calendar is not getting collected when running the Collections.Hence we are unable to use this calendar in the Demand Management Plan Area.

    We have also setup one more calendar in the same Task 'Manage Accounting Calendar'  with Type Period Frequency- 'Monthly' and this calendar has been collected.

    Do anybody have idea why the Accounting calendar of Period Frequency- '5/4/4' is not collected in the planning area?

    Can we have this calendar collected as well?

    Thanks,

    Ramesh

     

  • aqil shaik
    What does Unassociated and Outlier mean ?
    Topic posted July 6, 2019 by aqil shaikRed Ribbon: 250+ Points, tagged Demand Management Cloud, How-to in Supply Chain Planning and Collaboration public
    Title:
    What does Unassociated and Outlier mean ?
    Summary:
    Outlier and Unassociated
    Content:

    Hello,

    When we run the plan with option 'forecast methods and Decomposition options checked..we see  data populated in the tables 'Shipments Forecast Demand and Outliers Table' 

    When we have Outliers listed --How do we use this information--do we need to investigate and adjust the shipment history --adjust and rerun to improve the forecast?

    What does 'Unassociated' in Forecast Methods mean ?

     

    Please see the attachment.

     

    Sincerely

     

  • Ashok
    How currency conversion works on Requisition Approval...5.0
    Topic posted July 5, 2019 by AshokGold Crown: 30,000+ Points, tagged Approvals, Approvals/Notification, How-To in Procurement > Self Service Procurement public
    Title:
    How currency conversion works on Requisition Approval Notifications
    Summary:
    How does the system convert and display amounts when multiple currencies are involved in an approval notification
    Content:

    Customers / Support

    I have been asked a few times these past weeks on some clarifications relating to approval notifications in the context of multiple currencies. I am providing a picture of how the system displays amounts when there are multiple currencies involved.

    Let us familiarize ourselves with some terms first:

    1. Functional Currency: The currency of the ledger associated with the Requisitioning BU in which the requisition was created

    2. User Preferred Currency (UPC): Fairly self-explanatory, this is the currency that has been identified as the preferred currency of the user

    3. User: In the context of this flow, the user is the Approver, not the requester (The significance of this description will be clear later in this article)

    4. Requisition Submission Date: This is the date on which the requisition is first submitted for approval

    5. Conversion Rate Type: The type of conversion that the system needs to use to convert Functional Currency to UPC

    6. Conversion Rate: The rate that the system needs to use to convert Functional Currency to UPC

    NOTE:

    1. The entire context of this article is the BIP Approval Notification (not ADF Notification)

    2. The functionality described also applies to both Email and Online Notifications.

    Display of Approval Amounts:

    1. The system always displays the Functional Currency as the primary display under Approval Amounts

    2. If the system can successfully convert into UPC, then the system displays the UPC based Approval Amount below the Functional Currency Approval Amount. The font in which it is displayed out of the box is slightly smaller to lend it more distinction

    3. If the system cannot successfully convert into UPC, then the system only displays the Functional Currency Approval Amount.

    So far, so good. Now, what is the logic the system uses to compute 2. above? This is where the terms described above come into play.

    UPC Conversion Logic:

    Currency Conversion Rate:

    1. If a currency conversion rate exists for the Requisition submission date, then the system uses that rate

    2. If a currency conversion rate does not exist for the Requisition submission date, then the system tries to look for a fall back rate: Rate that is available in the last 30 days

    Currency Conversion Rate Type:

    In order to get the currency conversion rate, it is logical that a conversion rate type should exist. So how does the system get that?

    1. If a currency conversion rate type has been defined for the Procurement BU associated with the Requisitioning BU of the current requisition in the setup entitled: Manage Common Options for Procurement and Payables, then the system uses that conversion rate type

    2. If a conversion rate type is not available on that configuration setup page, the system will use the Rate Type entitled 'Corporate'

    3. Also note that if a conversion rate type does exist in the configuration setup page but that happens to be a User defined Rate Type, then the system will not display the UPC approval amount. It will only display the Functional Currency approval amount.

    I hope this article has afforded clarity on the logic that drives the displays of approval amounts on requisition approval notifications.

    Feel free to add comments, ratings and observations on the same. One of the questions that came from the customers and support was why the values they were looking at in the approval notification were different than the values on the requisition itself. This article also provides you clarity on that question.