Posts

Posts

  • Aishwarya Pawar
    Supplier Addresses by Location and Address Purpose Report15.0
    Topic posted May 30, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Addresses by Location and Address Purpose Report
    Summary:
    Dashboard Displaying Supplier Addresses by Location and Address Purpose (highlighting addresses with missing Phone, Fax and Email)
    Content:

    This dashboard will allow you to retrieve a list of your supplier addresses by Country, State and Address Purpose. It will also highlight addresses that do not have any of the following details: Phone, Fax and Email.

    The Address column of the report is designed to display the entire address and is compliant with the United States address format. It can be updated to display any other address format as needed. In addition, the report can be easily modified to include Fax and Email in addition to the already included Phone column.

    The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance.  Also attached is the Supplier Addresses by Location and Address Purpose.catalog file to import the dashboard to your instance.

    Image:
  • Ashok
    How does the system assign a buyer on a requisition...24.8
    Topic posted November 19, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    How does the system assign a buyer on a requisition converted to an order
    Summary:
    Buyer Assignment hierarchy on a requisition converted to an order
    Content:

    Customers

    I do hope this brief article helps clarify the logic of how the system computes a buyer for a given requisition line when converting to a purchase order

    Premise:

    A buyer is a mandatory element of a purchase order. If one does not exist, neither does a purchase order. If a requisition cannot determine a valid buyer, the requisition is placed in the Process Requisitions queue for the buyer (with the appropriate access) to review said requisitions and help create an order.

    Design:

    In Self Service Procurement, you can add a suggested buyer as a requester. I have covered this facet in a different customer connect article. (Please review that for context).

    If a suggested buyer is not entered, then the system's logic kicks in. Now you can review buyer assignment logic for two different kinds of items:

    A) A master item defined in inventory without a backing agreement:

    For such items, the system will first try to source the buyer from the item definition using the attribute 'Default Buyer'. If one is not prescribed in the item definition, additional logic kicks similar to the master item that has a backing agreement. See below.

    B) A master item or a description-based item with a backing agreement:

    Hierarchy:

    i) First resolve using buyer assignment rules

    ii) If buyer assignment rules cannot derive a valid buyer, then use the buyer if defined in the attribute 'Buyer', on the configuration page: Configure Procurement Business Function

    iii) If there is no buyer available in ii) above, then the requisition line will not be stamped with a buyer.

    NOTE: The same hierarchy defined in B) also applies to A) above.

    So the next time you find a requisition in the Process Requisitions queue because there is no buyer assigned, you know what to research.

    Thanks.

  • Ashok
    Illustration and steps for making Charge Account read only...65.0
    Topic posted May 3, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To in Procurement > Self Service Procurement public
    Title:
    Illustration and steps for making Charge Account read only on a Requisition
    Summary:
    How to make the charge account attribute on a requisition read only
  • Ashok
    Best Practices: Superuser Catalog Access to all items35.0
    Topic posted April 3, 2019 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Setup in Procurement > Self Service Procurement public
    Title:
    Best Practices: Superuser Catalog Access to all items
    Summary:
    Best practices tip for superuser access to all items
    Content:

    Customers / Support

    I wanted to write this article as an attempt to clarify some concepts in configuring Catalogs and providing users access to Catalogs.

    Customer Issue Reported:

    This customer provided the following problem statement:

    When opening the shopping home page, an error is thrown (See image attached).

    Root cause analysis:

    Development triaged this from first principles, i.e. Review the Content Zone and Catalog setup. On further detailed review, it was revealed that this specific user was a 'superuser' to whom the buying organization wanted to grant access to all items across all catalogs.

    So how did they go about doing this: They provided access to individual catalogs that were created the sum total of which would give access to all items (this amounted to around 30 or more). This was the root cause.

    Resolution:

    The best practice guidance around this is to create one catalog that provides access to all items. This is the right way of granting access to a superuser kind of role.

    Once this was done, the user was able to access all the items he/she wanted to and the shopping home page was bereft of issues.

    So, this seems simple you say. Yes, but sometimes there are efficient and not so efficient ways of configuring the system that could lead to such performance or critical errors. It is important to review how you are configuring these applications to help serve you better.

    I am hoping this serves as a configuration guidance for any customers who have implemented Self Service Procurement to take a look at their own configurations and ensure adoption of these best practices.

     

    Image:
  • Ashok
    Provide quick access to be able to manage Vacation Rules45.0
    Topic posted November 19, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals, Approvals/Notification, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Provide quick access to be able to manage Vacation Rules
    Summary:
    Provide quick access to be able to manage Vacation Rules
    Content:

    Customers

    Recently there was an idea in the Ideas Lab about whether there were any potential options around allowing easier access of setting up vacation rules for users.

    We have explored some ideas internally and wanted to share them with you and solicit your feedback when you try it.

    The attached documents contains the specifics and details.

    Happy reading!

    Original Idea was posted here:

    https://cloudcustomerconnect.oracle.com/posts/ec4c3b178c

     

  • Ashok
    Deep Link (Direct Link) to Self Service Procurement...85.0
    Topic posted November 16, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Deep Link (Direct Link) to Self Service Procurement Requisitions
    Summary:
    Deep Link to Self Service Procurement Requisitions
    Content:

    Customers

    This was something I thought would be interesting and helpful to share with you. We recently interacted with a customer that wanted to know if we can provide them  with a deep link (direct link) to requisitions.

    Business Requirement:

    Customer wants to have URL to access and view specific requisition data directly say, from an external system or during email communication. Currently each user has to log into application and navigate to Procurement > Purchases Requisitions > Manage Requisitions > Search, to search for a specific requisition each time.

    Resolution:

    Development provided this link that the customer then confirmed worked successfully.

    https://<host>/fscmUI/faces/FndOverview?fnd=%252FWEB-INF%252Foracle%252Fapps%252Fprc%252Fpor%252FmanageReq%252Fui%252Fflow%252FManageReqMainAreaFlow.xml%2523ManageReqMainAreaFlow%3BparamInvokedApp%253DNOTIFICATION%253BparamReqHeaderId%253D<req header id >%3B%3B%3Bfalse%3B256%3B%3B%3B&fndGlobalItemNodeId=itemNode_my_information_purchase_requisitions

    Thanks

    Ashok

  • Ashok
    Search Options in Self Service Procurement Shopping25.0
    Topic posted November 13, 2018 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Search Options in Self Service Procurement Shopping
    Summary:
    Options available to search in Self Service Procurement Shopping
    Content:

    Customers

    I am certain most, if not all of you are familar with the options available to requesters to perform an efficient search on our Self Service Procurement shopping pages. I thought the below might serve as a reminder to perhaps a newer group of requesters.

    Question: What are the various search options available in the keyword search on our Self Service Procurement shopping page?

    Answer: 

    A. Wildcard searches:

    You can use (Per Cent symbol) or * (asterisk symbol) as wildcard characters before, in the middle of, or at the end of a search keyword or partial keyword. These will return matches where the string you have searched is a partial match

    B. AND type searches:

    Remember that if you enter two separate keywords in the search field, there is an implicit AND added and the system will search for strings that match for those keywords together. If you type Laptop Accessory as your search, the system will return results where both these words are matched

    C. Using - (Hyphen) or _ (Underscore):

    Note that using either of these characters in a keyword search will be treated as whole words. So if an item is called Bush-Rotor and you search on Bush, it will not return Bush-Rotor by itself. You can use % wildcard to get that specific result back

    D. Special characters ignored in search:

    The special characters / (slash) and & (ampersand) are ignored in retrieving search results

    E.  Fuzzy Search:

    Using the Expand Search feature allows fuzzy search matches including stemming searches matching plural forms and other tenses.

    Do share your opinions on how you use these in your organizations or views on what we can do to improve this search experience.

     

  • Ashok
    Follow up and Feedback: Catalog Management Best Practices...25.0
    Topic posted October 9, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Manage Procurement Catalog, Setup, Tip in Procurement > Self Service Procurement public
    Title:
    Follow up and Feedback: Catalog Management Best Practices Session
    Summary:
    Follow up and Feedback: Catalog Management: Best Practices session
    Content:

    Customers

    Here is a link to the post that contains the Replay of the recording and the presentation material.

    https://cloudcustomerconnect.oracle.com/posts/165ea574c1

    For those of you that could not attend the event or even those that attended that require a refresher, navigate down to the post details and you will find links to the recording and the slide deck.

  • Manjula Evans
    Oracle Cloud Applications Enterprise Structures Whitepaper55.0
    Topic posted September 18, 2018 by Manjula EvansBronze Medal: 1,250+ Points, tagged How-To, White Paper in Procurement > Purchasing public
    Title:
    Oracle Cloud Applications Enterprise Structures Whitepaper
    Content:

    This whitepaper provides an overview of the principal Oracle Cloud Applications enterprise structures common to all product families including charts of accounts, ledgers, business units and legal entities. Included is an explanation of how Oracle Cloud Application business units relate to each other and the implications for transaction flows between them. Lastly, this paper documents some best practices to ensure a smooth and fully supported Oracle Cloud Applications implementation.

    Please refer to Doc ID 2415848.1 for more details.

  • Ashok
    How to configure Purchase Requisition Email Approval...5.0
    Topic posted May 15, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals/Notification, Business Intelligence - BI, How-To in Procurement > Self Service Procurement public
    Title:
    How to configure Purchase Requisition Email Approval Notifications with Business Intelligence Publisher
    Summary:
    Fusion POR Cloud R13: How to configure Purchase Requisition Email Approval Notifications with Business Intelligence Publisher
    Content:

    Given below is a treatise on how to configure the BI Publisher Templates to modify the layout or format of the Requisition Approval Email Notifications:

    Release 13 (Update 18A) allows you to opt in to and enable Business Intelligence Publisher template based Requisition Approval email notification. This feature provides the capability to configure Requisition  Approval notification as per business needs. Refer Oracle Procurement Cloud TOI for more details.

    For Requisitions there are three flavors of Notifications that are supported in BIP

    • Standard Approval Notification
    • Re-Approval of line updated by Requester
    • Re-Approval of line updated by Buyer

     

    Download Report

    1. Login into Oracle Business Intelligence Publisher.
    2. Click Catalog.
    3. Expand folders: Shared Folder -> Procurement -> Self Service Procurement.
    4. Select Requisition Approval Email Report. Click More and select Customize. This will create a copy of the report in the Custom folder.
    5. Click Edit under the Requisition Approval Email Body Layout. This will download the RequisitionApprovalEmailLayout.rtf.
       

    image2018-5-14_13-41-30.png?version=1&modificationDate=1526285810000&api=v2

     

    Edit Report

    1. Open the RequisitionApprovalEmailLayout.rtf in MS Word with BI plugin installed.
    2. User need to load the sample xml file, so that all the attributes in the data model are available for customizing the template.
    3. Edit the content or layout as necessary. For example, if you want to include Line level attribute Item Source, you can go to BI publisher, Select the field, ITEM_SOURCE and click insert
    4. Save.

    image2018-5-14_14-40-47.png?version=1&modificationDate=1526289047000&api=v2

     

    Upload Report

    1. Login into Oracle Business Intelligence Publisher.
    2. In the Catalog, expand folders: Shared Folder -> Custom -> Procurement -> Self Service Procurement.
    3. Click Customize under the Requisition Approval Email Report.
    4. Click on Add New Layout button
    5. Click upload icon under Templates.
    6. In the Upload Template File pop up, select modified report, leave template type as rtf, select English (United States) as Locale, and click OK.
    7. Click Save icon on top right of the page.
    8. Go to List View of the templates, select the default layout and Save it.
    9. The customized attributes will be available in your Approval notification

    image2018-5-14_15-2-7.png?version=1&modificationDate=1526290328000&api=v2

    Note,

    • Its recommended that you first Customize the original report to save a copy under the Custom folder. Desired changes should then be made to report under the Custom folder.
    • Preview changes prior to uploading the modified report.