Posts

Posts

  • Anand Kand
    Custom Role to create only IMT requests3
    Topic posted November 21, 2019 by Anand KandRed Ribbon: 250+ Points, tagged Create Requisition, Internal Material Transfer, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Custom Role to create only IMT requests
    Summary:
    Is there a way to create a role where a requester can only create IMT's
    Content:

    Professionals,

    Just curious if any of you have dealt with this topic. We need to restrict some requesters such that they can only requester material movements from the local stores. We want to prevent those requesters from creating any purchase requisitions.

    Any thoughts would be appreciated.

    Kind Regards

    Anand kand

    Version:
    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:
  • Jesus Escobar
    Transfer between sub-inventory from a Self Service...Answered1
    Topic last edited November 22, 2019 by Jesus EscobarBronze Medal: 1,250+ Points, tagged Create Requisition, Internal Material Transfer, Requisition Processing, White Paper in Procurement > Self Service Procurement public
    Title:
    Transfer between sub-inventory from a Self Service Procurement
    Summary:
    Transfer between sub-inventory from a Self Service Procurement
    Content:

    It is possible to make a transfer between sub-inventors from a Self Service Procurement in the same inventory organization in a similar way that is executed through Movement Requests.   No Transfer Order

    Source Subinventory    to Destination Subinventory   

     

     

     

    Version:
    19C (11.13.19.07.0)
  • Christine Schwartz
    19D: Requisitions for internally orderable items now created...6
    Topic posted November 16, 2019 by Christine SchwartzGreen Ribbon: 100+ Points, tagged Create Requisition, Internal Material Transfer, Inventory Cloud in Procurement > Self Service Procurement public
    Title:
    19D: Requisitions for internally orderable items now created at purchase UOM rate
    Summary:
    19D: Requisitions for internally orderable items now created at purchase UOM rate
    Content:

    In most cases, our internally orderable units of measure are lower than the purchase unit of measure (e.g. EA vs BX).

    Prior to 19D, if an internally orderable item was added to cart, it kept the quantity that the user entered but changed the UOM from the PUOM to the IUOM (e.g. 1 BX when added to cart became 1 EA). Now with 19D, when an item is added to cart, the quantity is multiplied by the intraclass conversion rate (e.g. 1 BX when added to cart is now 48 EA). 

    Is there a way to override this new system behavior? It is causing us many errors and inventory stock-outs due to requesters now ordering larger quantities than intended or expected. 

  • Zehra Merchant
    Internal Requisition created even though Inter Org...18
    Topic posted November 1, 2019 by Zehra MerchantBlue Ribbon: 750+ Points, tagged Create Requisition, Internal Material Transfer, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Internal Requisition created even though Inter Org Parameters does not setup for IMT
    Summary:
    Internal Requisition created even though Inter Org Parameters does not setup for IMT
    Content:

    Hello,

    We have below scenario for Health care client:

    Two Inventory Organizations defined in the system : Central Warehouse(CWH) and Hospital.

     

    Below are the Processes followed

    1. hospital will request stock from CWH internally by IMT process.

    2. CWH will procure stock from Supplier always.

    3. Hospital can also send some stock back to CWH by Inter Org Transfer Transaction.

    For this we have done setup of Inter Org Parameters as below :

    1. Source Org : CWH ----> Destination Org : Hospital

        Flag : Transfer order required : Enabled

    2. Source Org: Hospital ----> Destination Org : CWH

        Flag : Transfer order required : Disabled

     

    System Behavior:

    1. Item shows Internal Order-able (visual) in both the Organization in Product Catalog

    2. User in creating Requisition from Hospital by adding item to dd to cart, it creates IR from CWH which is expected behavior.

    3. If User Creates Requisition from CWH which must be Purchase Requisition , but it created IR from Hospital which is incorrect and looks like Product Bug.

    Attached Screen shot for the reference.

     

    Thanks,

    Zehra Merchant

    Document:
  • Zehra Merchant
    IMT is enabled even though "Transfer order...3
    Topic posted November 16, 2019 by Zehra MerchantBlue Ribbon: 750+ Points, tagged Internal Material Transfer, Inventory Cloud, SCM, Setup in Inventory and Logistics > Inventory public
    Title:
    IMT is enabled even though "Transfer order required" flag is unchecked in Inter-org Parameters
    Summary:
    IMT is enabled even though "Transfer order required" flag is unchecked in Inter-org Parameters
    Content:

    Hi,

    This post is created with reference to the post of

    "Internal Requisition created even though Inter Org Parameters does not setup for IMT" 

    from Self Service Procurement module.

    Business Case :

    Client is in health-care having multiple Hospitals and one Central Warehouse (CWH)

    Below are the Processes followed:

    1. hospital will request stock from CWH internally by IMT process.

    2. CWH will procure stock from Supplier always.

    3. Hospital can also send some stock back to CWH by Inter Org Transfer Transaction.

    For this we have done setup of Inter Org Parameters as below :

    1. Source Org : CWH ----> Destination Org : Hospital

        Flag : Transfer order required : Enabled

    2. Source Org: Hospital ----> Destination Org : CWH

        Flag : Transfer order required : Disabled

     

     

    System Behavior:

    1. User in creating Requisition from Hospital by adding item to dd to cart, it creates IR from CWH which is expected behavior.

    2. If User Creates Requisition from CWH which must be Purchase Requisition , but it created IR from Hospital which is incorrect and looks like Product Bug.

    Attached Screen shot for the reference.

    Note : Kindly refer the Post from SSP as mentioned above for more details

    In that Post I got the response as below

    "

    Transfer Order setting of Enabled or Disabled does not indicate whether an internal transfer is allowed or not. It is indicative of whether a formal transfer order document is produced or not. In other words transfer can occur between two orgs even without transfer order being mandatory.  In our Self Service Procurement integration, we always create a transfer order for use cases. The flag, as we clarified with the Logistics (SCM) team, is used as follows:

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

    This flag is only indicating if simple inventory Inter org transfer is allowed. If it is checked, they can only use transfer order to do the org transfer. Otherwise they can use both ways - transfer order or simple Inter org transfer

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

    Kindly suggest what is the way to make IMT process mandatory in one way (like from CWH to Hospital) but not other way (like from Hospital to CWH).

    Attaching the scree shots of the issue.

     

    Document:
  • Ashok
    Mass Edit Requisition Lines85.0
    Topic posted March 6, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Internal Material Transfer, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Mass Edit Requisition Lines
    Summary:
    How can users quickly update multiple requisition lines before submitting the requisition for approval.
    Content:

    A. Context:

    It has come to our attention  recently based on customer feedback from CAB that more than a few customers do not seem to be aware that there is a quick and easy way to update requisition attributes for multiple requisition lines in one operation. We wanted to highlight this feature and how you can use this in your day to day requisitions management processes.

    B. Concept:

    In the Edit Requisitions page users can mass change the lines displayed in the requisitions table. To do this, select one or multiple lines from the table. Using ctrl + enter you can select the lines you want. Optionally, click on the line selector next to the table heading Line, to select all lines of the table automatically.

    A) Mass Edit Window:

    Once the lines you want are selected, click on the pencil icon to edit the lines. This action should open the Mass Edit window.

    The Mass Edit window shows at the top the lines you have selected. This means that any data you provide in the attributes available below the table will apply to all selected lines.

    With the Mass Edit window you can update values to attributes such as requester, urgent indicator, requested delivery date, quantity, deliver-to location, and charge of account.

    B) Billing Region Update:

    In the billing region, you can delete or split distributions, update project details, charge account, and percentage allocation. You can also update the budget date when the requisitioning BU is enabled for budgetary control.

    C) Additional context to remember when using Mass Edit:

    The availability of attributes for update depends on the selected lines. Depending on the combination of lines you select, one or more attributes might not be available for update in the Mass Edit window.

    I will attempt to clarify some of these rules below:

    1. The urgent indicator applies only for purchase requisition lines. Therefore, it will be hidden if any of the selected lines is for internal material transfers.
    2. The destination subinventory is displayed if the destination type for all selected lines is inventory, if none of the master items have subinventory restrictions, and the selected lines have the same deliver-to organization
    3. The deliver-to location type applies only for purchase requisition lines. Therefore, it will be hidden if any of the selected lines is for internal material transfers.
    4. The quantity field applies only to lines with goods purchase basis line type. If any of the selected lines has a fixed price service line type, then the quantity field will be hidden.
    5. Note to supplier applies only for purchase requisition lines. Therefore, it will be hidden if any of the selected lines is for internal material transfers.
    6. The project details only apply for expense destination requisition lines. For the project widget to apply to internal material transfers to expense destinations you must opt in to the Fulfill Project Material Requirements from Internal Sources feature.
    7. The billing region is hidden when you select a combination of lines with inventory, and/or work order destination types. This is because you cannot split distributions, or change the charge account for inventory and work order destination type lines.

    D) Mass edit additional attributes via Personalization:

    Also note that in addition to what was discussed above, you can also personalize the Mass Edit window to add the attributes below. These attributes apply only to purchase requisition lines and not to internal material transfers.

    - Suggested buyer

    - DFF segments

    - UN Number

    NOTES:

    1. Updates to the billing region will cause all distributions of the selected lines to be replaced. For example, suppose you select 2 lines that have 2 distributions. If in the Mass Edit window you enter one distribution, then the 2 lines selected will have only the distribution after you apply your changes from the Mass Edit window.  
    2. You should only provide values to the attributes you want to change. If you don't wish to change certain attributes for all lines, then leave the attribute null in the Mass Edit window.

    Do share your feedback and inputs on the article and suggestions should you have any for other ideas on articles.

  • Srikanth
    UOM mismatch and quantity discrepancy between initial search...Answered104.5
    Topic last edited July 25, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Internal Material Transfer, Public Sector in Procurement > Self Service Procurement public
    Title:
    UOM mismatch and quantity discrepancy between initial search and review cart screens - in scenario Fulfill Expense Requisitions for Agreement Based Catalog Items From Internal Sources
    Summary:
    UOM mismatch and quantity discrepancy between initial search and review cart screens - in scenario Fulfill Expense Requisitions for Agreement Based Catalog Items From Internal
    Content:

     

    1. Consider below scenario for Fulfill Expense Requisitions for Agreement Based Catalog Items From Internal Sources:

    Quantity = 1

    Item purchasing UOM: Bag of 1000 (with 1000 Each as UOM conversion)

    Item issue UOM: Each

    2. Search for item in self service procurement

    3. Purchasing UOM appears for item with quantity = 1 (i.e. Bag of 1000)

    4. Add item to cart

    5.  Review cart. UOM changes to issuing UOM (but quantity remains one). Summary: Quantity value remains same but UOM changes at this step

    6. Initial quantity = 1000 Each (considering UOM conversion)

    7. Quantity during cart review = 1 Each 

    8. Summary: UOM mismatch and quantity discrepancy between initial search and review cart screens

     

    9. Why bug? When user search, the quantity that appears is different from the quantity that appears when the user reviews the cart. This leads to operational impact (sufficient quantity not available) or excess inventory holding cost (excess inventory) if the users consider initial quantity as source of truth

    10. Suggested solution: For this scenario of internal intra-organization transfer for destination type expense, upon search with the given item, the initial search screen should return the issuing uom directly (instead of the purchasing uom). 

    If item is not internal transfer enabled in the given deliver-to location, then the purchasing UOM needs to come in the initial search screen.

    11. Conclusion: Kindly request to resolve this bug in 19D

    With 15000 users having self service procurement, such kind of discrepancies lead a lot of operational and financial issues.  The impact is also documented above

  • Srikanth
    Wrong quantity for expense requisition - agreement based...15
    Topic posted September 16, 2019 by SrikanthGold Medal: 3,500+ Points, tagged Create Requisition, Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    Wrong quantity for expense requisition - agreement based catalog items sourced internally
    Summary:
    Wrong quantity for expense requisition - agreement based catalog items sourced internally
    Content:

    Hi team,

    While you may have been working on this Bug 29530538 - INCORRECT QUANTITY ADDED TO CART FOR INTERNALLY ORDERED ITEM DURING SHOPPING, wanted to let you know that in 19C, we are seeing a quantity discrepancy as per the below table.

    Also this quantity discrepancy is different from the one we had earlier.

    The full test steps are elaborated in the attached document. Pls let me know if you need any further information.

    UOM in

    UOM name

    Conversion to primary UOM (Each)

    Initial requisition

    Quantity [UOM]

    On addition to cart

    Quantity [UOM]

    Remarks

    Quantity [UOM]

    BPA

    Case of 100

    100

    1 [case of 100]

     

     

    Unit of issue

    Box of 10

    10

     

    0.1 [Box of 10] 

    Should have been 10 [Box of 10]

    Thanks,

    Srikanth.

    Version:
    19C
  • Caio Zioli
    Restrict purchase request (source = external) in...Answered6
    Topic posted August 26, 2019 by Caio ZioliGold Trophy: 10,000+ Points, tagged Internal Material Transfer, Requisition Processing, Requisition Web Services, Setup in Procurement > Self Service Procurement public
    Title:
    Restrict purchase request (source = external) in case of internal availability of the item
    Content:

    Hello all, please, i would like to check if you are aware of any way for achiving that behavior : 

    Users have access to create requisition for both sources : external (suppliers) and internal (inventory). 

    The goal is to , in case an item 'A' is available internally, do not allow the user to request it from external source. 

    Is there any way to achieve that dynamism ?

     

    KindRgds