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  • Shravan Kumar Chelika
    Unable to Create IMT - Requisitions with Destination Type as...20
    Topic posted July 1, 2019 by Shravan Kumar ChelikaRed Ribbon: 250+ Points, tagged Create Requisition, FAQ, How-To, Internal Material Transfer, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Unable to Create IMT - Requisitions with Destination Type as Inventory
    Summary:
    Unable to Create IMT - Requisitions with Destination Type as Inventory - Errors out with Source Organization cannot be determined
    Content:

    Hello All,

    We have been trying to create IMT Requisitions with Destination type as Inventory and are facing the following error - "The source organization for the given destination type cannot be determined. Contact your Supply Chain Operations Manager (POR-2010790)".

    We have followed multiple documents included in support Troubleshooting Internal Requisition Setup – Planned Item (Doc ID 2384272.1)., Setups and End to End Flow For Internal Requisitions-Transfer Orders Flow (Doc ID 2359512.1).

    We do have the sourcing rules, assignment sets and ATP Rules,  costing and inventory organizations assigned to locations,  the attached document (IMT- Requisition Setups)would show all the screenshots with setups if you encountered this issue before could you please let us know if we are missing any setups/steps that are causing this error?

    Thanks,

    Shravan

  • 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:
  • 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
  • Srikanth
    Visual indicator 'Internally Transferable' needs to...135.0
    Topic posted June 10, 2019 by SrikanthGold Medal: 3,500+ Points, tagged Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    Visual indicator 'Internally Transferable' needs to look at the Deliver-to org level
    Summary:
    Visual indicator 'Internally Transferable' needs to look at the Deliver-to org level
    Content:

    With reference to the below idea, Visual indicator 'Internally Transferable' looking only at the master org level is a bug [19B feature]

    https://cloudcustomerconnect.oracle.com/posts/cd2eca2704?commentId=258954#258954

    Currently the internally orderable tag is being shown based on the master org value. But since this attribute can be controlled at the master org or the child org level, there is a definite possibility of this attribute being controlled at child org level, for a client. 

    The current solution does not cater to the scenario when the 'internal orderable' attribute is controlled at child org level, and may have different values in different child orgs. For e.g. in child org A the attribute value may be Y, but in child org B, it will be 'N'. In such cases, it is wrong to display as 'Internally orderable' in child org B, where it is not so. 

    If a deliver-to org in the requisition is linked to child org B, then in such cases, the 'Internal orderable' tag should not be displayed. 

    This is a clear and definite bug, which needs to be resolved. 

    This would mislead the end-user on the lead time of getting the product he/she ordered for. In healthcare scenarios, product availability is of utmost importance. For e.g in the Operating room, when a requester orders a product and sees that as 'internally orderable', he/she will think that the product will be delivered within 1-2 days. 

    But if the product is vendor sourced (internal orderable=N), then it may take a longer time. Becoz of product not being available, this will lead to postponement of surgeries and ends up with healthcare not being given in emergency situations. 

    Thanks, 
    Srikanth.

    Version:
    19B
  • Srikanth
    UOM mismatch and quantity discrepancy between initial search...Answered104.5
    Topic posted July 24, 2019 by SrikanthGold Medal: 3,500+ 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

  • Ashok
    Update 18C Feature: Fulfill Expense Requisitions for...Answered105.0
    Topic posted November 10, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Internal Material Transfer, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Update 18C Feature: Fulfill Expense Requisitions for Agreement-based Catalog Items from Internal Sources
    Summary:
    BPA backed items will be sourced internally by default if eligible
    Content:

    Customers

    In Update 18C, we introduced a new feature that was driven off of requirements from the health care sector. The solution on offer should help any customer with similar requirements.

    Business Problem:

    If a requester searches for an item that happens to be both purchasable and available for internal transfer, and if that item was also backed by a BPA, then the system always sourced the item from the BPA. i.e. even if internally available, the system always processed a purchase order for it. Customers wanted a change in this behavior. 

    To quote a health care example, if a nurse at the nurse's station required an item for immediate use, if the item was available in stock, the expectation was to be able to utilize that rather than wait and place an order and expected it to be shipped and then be issued to the nurse. 

    Solution Details:

    A. Configuration:

    The following must be true to use this feature:

    a) Opt-in 'Fulfill Expense Requisitions for Agreement Based Catalog Items from Internal Sources' must be enabled. You will find this opt-in under the feature 'Internal Material Transfers'

    b) Requester must have the privilege 'Create Internal Material Requisitions'

    c) The destination type should be 'Expense'

    d) A valid BPA must exist for the item

    e) The master item must be available in the appropriate Deliver-to Organization

    B. How it works:

    When a requester searches for an item that is both internally transferable and purchasable, if that item has a valid agreement to source, the system will retrieve the search results for display. 

    NOTE: The system will display the BPA details by default (including price and other attributes). The idea is to allow users to leverage the rich functionality that an agreement offers in displaying attributes that describe the item in more detail

    When the user adds the item to cart, the system will source the item from the appropriate source organization and use the transfer price configured for that organization.

    IMPLEMENTATION CONSIDERATIONS:

    1. In order for the system to source the item internally, the internal transfer setup has to be complete. For instance, if there is no valid source organization determined, then the system will not attempt to source the item internally and instead use the agreement

    2. If you are noticing that the system is sourcing the item only from an agreement even though all the setup indicates it should be sourced internally, check the destination type on the requisition preferences. If it is not 'Expense', then what you are seeing is expected behavior

    3. If you are noticing that the system is sourcing the item only from an agreement even though all the setup indicates that it should be sourced internally, and the issue is not 2. above, then check if the master item is available in the Deliver-to Organization (This would either be the deliver-to organization of the Default Deliver-to Location on your Requisition Preferences page or if that Deliver-to Location was a global one, then the default Deliver-to Org from the Configure Requisitioning BU Preferences setup). If the item is not available in that organization, then the internal sourcing process cannot work.

    4. If you have setup the organization sourcing rules correctly but the transfer price setup is not correct or incomplete, then the system will not allow you to add the item to the cart. It will display an error suggesting transfer price related errors. You need to fix that before you can proceed

    5. The user should also have access to at least one catalog where all master items are enabled for access

    6. Master Org and Child Org Setup: If the item is set up to be Internally Transferable in the Master Org but not in the child org where the transactions are occurring, the system will not source the item to a Transfer Order. As these are item attribute setup configurations specific to an org (master or child), ensure that the attributes are correctly set in the org in which you seek to transact (if that is the child org, then the item should be internally transferable even in that org).

    Please review the attachment for some relevant screenshots.

     

     

  • Dev Thota
    Work Order(WO): Requisition is approved without...85.0
    Topic posted July 22, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Internal Material Transfer, Inventory Cloud, Manage Procurement Catalog, OTBI, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, White Paper in Procurement > Self Service Procurement public
    Title:
    Work Order(WO): Requisition is approved without approval.
    Summary:
    Work Order(WO): Requisition is approved without approval.
    Content:

    Hi all,

    Work Order(WO): Requisition is approved without approval.

     

    Thanks,

    Dev Thota.

    Version:
    19B
  • 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.

  • Dev Thota
    Unable to create a receipt in my receipts?75.0
    Topic posted July 8, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Internal Material Transfer, Inventory Cloud, OTBI, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Tip in Inventory and Logistics > Inventory public
    Title:
    Unable to create a receipt in my receipts?
    Summary:
    Unable to create a receipt in my receipts?
    Content:

    Hi all,

    Unable to create a receipt in my receipts?

    PO created through work order(WO).

    Thanks,

    Dev Thota.

    Version:
    19B
    Image:
  • Rodolfo Bassetto
    NOT allow INTERNAL Requisition without balance on the Source...Answered7
    Topic posted June 3, 2019 by Rodolfo BassettoGreen Ribbon: 100+ Points, tagged Create Requisition, Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    NOT allow INTERNAL Requisition without balance on the Source Organization.
    Summary:
    is it possible don't allow request an item by Internal requisition without balance available in the Source Organization?
    Content:

    I need to know if there is a way the user can't create an internal requisition with an item that hasn't balance in the source organization?