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  • 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.

     

     

  • Ashok
    Update 19B: Shopping Results: New Visual Indicator for...24.5
    Topic posted April 13, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    Update 19B: Shopping Results: New Visual Indicator for Internally Orderable items
    Summary:
    New visual indicator introduced in the Shopping Search Results for an item that is Internally Orderable
    Content:

    Customers / Support

    In Update 19B, we have introduced a new feature that quickly identifies if an item is internally orderable.

    Pre-requisite:

    The Opt-in 'Internal Material Transfers' must be enabled.

    Feature:

    When the user searches for items in the Shopping home page, items that are internally orderable (the PIM attribute 'Internally Transferable' is checked for the item) are returned in the search results with a visual indicator and the text 'Internally Orderable'.

    Function:

    This helps provide a quick understanding of whether the item can be potentially sourced internally even if it is a purchasable item. The visual indicator is shown for all the following item configurations:

    a) Item is only internally transferable

    b) Item is both purchasable and internally transferable (whether the item is a master item or an agreement-backed item.

    NOTE:

    There have been other requests around whether we can indicate the item availability in stock in the search results. This is not in scope in the feature we have detailed above. I am providing this detail for context only.

    Image:
  • 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
  • Ashok
    Internal Material Transfers within the same Deliver-to...45.0
    Topic posted December 8, 2018 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    Internal Material Transfers within the same Deliver-to Organization
    Summary:
    Internal Material Transfers within the same Deliver-to Organization
    Content:

    I am hopeful this note clarifies existing functionality or behavior for both customers and support alike. Very often (more often than we expect) do we receive questions on why internal material transfers are not working in their use cases. Often, there is one common thread of a business requirement.

    Symptoms:

    1. Unable to select the source organization on my requisition

    2. Cannot create a requisition using an IMT item

    3. Error thrown when trying to use the Enter Requisition Line flow to create an internal transfer

    These symptoms all carry the same question underneath.

    Business Need:

    The business in these cases was trying to create a requisition that will culminate in an internal transfer transaction between two subinventories within the same inventory organization. By now, you ought to be familiar with the idea of a Deliver-to Organization (Inventory Organization).

    For an internal material transaction flow, note that you need two organizations:

    a) Source Organization

    b) Destination Organization

    You need a transfer price to cost the transaction flow between these two organizations. 

    Currently, when your destination type is Inventory, you cannot select both the source organization and the destination organization to be one and the same. By definition, a transfer of items has to occur between two different organizations with a transfer price associated to it.

    When your destination type is Expense, the system will default the source organization as the destination organization so long as the item is stockable in that org. If not, the system will attempt to source a different destination organization.

    This is perceived as a limitation by some customers. The design that is built assumes that the most common use case for seeking formal transfer processes is in transacting between two disparate organizations. The costing flows and other configurations are all set up on that model as well.

    If you wish to initiate an idea with business justification on why this is a need among customers, please use the Ideas Lab.

     

  • Ashok
    R13 18C Update for Fusion Self Service Procurement25.0
    Topic posted October 14, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals, Approvals/Notification, Create Requisition, FAQ, How-To, Internal Material Transfer, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    R13 18C Update for Fusion Self Service Procurement
    Summary:
    New features for R13 18C Update: Fusion Self Service Procurement
    Content:

    We are pleased to announce the new features in R13 Update 18C for Fusion Self Service Procurement. We will be providing details on many of these features in due course.

    1. BI Publisher based In-App Requisition Approval Notifications

    As you know, we already support BI Publisher driven templates for Email Requisition Approval Notifications. Now, you can also configure and use BI Publisher based In-App Requisition Approval Notifications. This is enabled via an Opt-in.

    2. Fulfill Agreement-based Catalog Items using Internal Sources:

    For items that are both purchasable and internally orderable, the system will source these items internally even if the item has an agreement associated with it. This feature is enabled via an Opt-in.

    3. Easier to use Shopping Home page:

    We have introduced some customization capabilities to the Shopping Home page. More details to follow.

  • 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.

  • VJ
    Partial Pick release of Transfer orderAnswered25.0
    Topic posted January 21, 2019 by VJRed Ribbon: 250+ Points, tagged Internal Material Transfer, Inventory & Cost Management Analytics Cloud, Inventory Cloud, SCM in Inventory and Logistics > Inventory public
    Title:
    Partial Pick release of Transfer order
    Summary:
    Partial Pick option
    Content:

    Hi - Are there any provision to prevent the pick release from consuming partial quantity?  i.e., if only 10 units are available and if the Transfer order is for 25 units, system should NOT pick release until there is 25 quantities on-hand. 

  • Dev Thota
    What is the difference between Oracle ERP Cloud and EBS...55.0
    Topic posted December 13, 2018 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, 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:
    What is the difference between Oracle ERP Cloud and EBS tables in Procurement?
    Summary:
    What is the difference between Oracle ERP Cloud and EBS tables in Procurement?
    Content:

    Hi All,

    Please help me on this

    What is the difference between Oracle ERP Cloud and EBS tables in Procurement?

    Thanks,

    Dev Thota.

    Version:
    18 C
  • Ashok
    Internal Material Transfers: Defaulting Logic for Source...35.0
    Topic posted November 2, 2018 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    Internal Material Transfers: Defaulting Logic for Source Organizations
    Summary:
    Internal Material Transfers: How does the source organization value default on a requisition?
    Content:

    A few customers asked about the defaulting logic of the attribute 'Source Organization' on a requisition. As you know, this attribute defaults on a requisition when user shops for and selects an item that is internal transfer enabled. In addition, the source organization is displayed with additional options for the user to select one in the Enter Requisition Line page.

    Concept:

    The source organization is required for internal material transfers to be processed. The rule-driven sourcing tool provides a default source organization and enables use of source organization rankings and available to promise quantities. Source organization rankings are based on pre-configured rules.

    The ranking rules are as follows:
    1. If the item is defined in PIM as a Planned Item, then a GOP Sourcing Rule is required to rank the source organizations
    2. If the item is not defined in PIM as Planned Item, then GOP Sourcing Rule is not required. The the distance in the interorganization parameters setup will determine the ranking. The organization with the shortest distance will have priority. Use the Manage Interorganization Parameters setup page in FSM to configure this.

    The defaulting rules are as follows:

    1. If the destination type in the requisition is Expense and the item can be stocked in the organization, then the deliver-to organization will be defaulted as the source organization
    2. If the destination type in the requisition is Inventory, then the lowest ranked organization (based on GOP rules or interorganization parameters distance) will be defaulted as source organization.

    NOTE: 

    In the Enter Requisition Line flow, when more than one organization can source the item, the user has an option to select the appropriate source. The user can open the Select Supply Source popup by clicking the Select Source link next to the source organization attribute. To see the available to promise quantities in the Select Supply Source popup, check the Enable supply availability details for internal transfers in the Configure Requisitioning Business Function page.

    This topic has come up among customers quite a few times. We hope this detail provides the configuration and processing details required to help with your implementation queries.

  • Dev Thota
    Auto Create Receipt in Fusion Oracle Procurement?45.0
    Topic posted September 26, 2018 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, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, Setup, Tip, Update Preparer and Requester, White Paper in Inventory and Logistics > Inventory public
    Title:
    Auto Create Receipt in Fusion Oracle Procurement?
    Summary:
    Auto Create Receipt in Fusion Oracle Procurement?
    Content:

    Hi,

    We have 100POs we don't need to create 100 receipts manually.

    Is there any option like run scheduled job to create automatically.

    Thanks,

    Dev Thota.