Posts

Posts

  • Dhiman Debnath
    Receiving Expense Items for multiple BUs in One inventory...1
    Topic posted November 7, 2016 by Dhiman Debnath, tagged Orders in Procurement > Purchasing public
    Title:
    Receiving Expense Items for multiple BUs in One inventory organization
    Summary:
    Receiving Expense Items for multiple BUs in One inventory organization
    Content:

    Hello,

    We previously managed to do this for one of our customer in EBS R12. Just wondering if we do not implement centralized procurement, will we still be able to Receive Expense Items for multiple BUs in One inventory organization in ERP cloud? If yes, what are the points to consider?

    Thanks & Regards,

    Dhiman Debnath

  • Manjula Evans
    Document Approvals Whitepaper for Release 1114.5
    Topic posted September 17, 2016 by Manjula EvansBlue Ribbon: 750+ Points, tagged Agreements, Approvals, Orders, Setup, White Paper in Procurement > Purchasing public
    Title:
    Document Approvals Whitepaper for Release 11
    Summary:
    Whitepaper about Procurement AMX Approval setups and definitions
    Content:

    This whitepaper will answer many of the questions regarding setup prior to defining document approvals rules, an overview of the how the rules work including some business scenarios, and the setups that are seeded 'out of the box'.

    The whitepaper includes setups and attribute definitions for;

    • requisition approvals,
    • purchase orders and agreements approvals,
    • supplier registration approvals,
    • supplier spend authorization approvals,
    • supplier negotiation (sourcing) approvals.

    Finally, there is also a section on upgrade process considerations from releases prior to Release 11 of Procurement Cloud.

    Link to Whitepaper

  • mohammed qurram
    View PDF at PO shows different PO in the report5.0
    Topic posted December 4, 2019 by mohammed qurramBlue Ribbon: 750+ Points, tagged Orders in Procurement > Purchasing public
    Title:
    View PDF at PO shows different PO in the report
    Summary:
    View PDF at PO shows different PO in the report
    Content:

    PO has been created and when we click on "View PDF" the report fetch a different PO, this case is with a single PO and all other PO's show the relevant information of the PO.

  • Ivan Pena
    19D Known Issue: Supplier and currency information don't...
    Topic posted November 29, 2019 by Ivan PenaBronze Crown: 15,000+ Points, tagged Orders, Requisition Processing in Procurement > Purchasing public
    Title:
    19D Known Issue: Supplier and currency information don't default from requisition onto document builder
    Content:

    Issue

    In the Process Requisition page, the Supplier, Supplier Site, and Currency fields don't default from the requisition line onto the new document when you add a requisition to the Document Builder. This results in an error when you click Create in the Add to Document Builder dialog box.

    Resolution


    To resolve the issue, follow one of these solutions

    • In the Add to Document Builder dialog box, change the Type to Existing Order and then change it back to New Order.
    • In the Process Requisition page, do these steps:
      1. Click Add to Document Builder.
      2. In the Add to Document Builder dialog box, click Cancel.
      3. Click Add to Document Builder.
    • In the Add to Document Builder dialog box, select the values manually for the Style, Supplier, Supplier Site, and Currency fields, and click OK.
    • In the Create Procurement Agents page, change access to either Full or Modify for the Manage Purchase Orders action.

    Issue is fixed in Release 19D - January maintenance pack. Customers who can't wait until January maintenance pack release can request a cumulative weekly bundle to be applied earlier. The screenshot below illustrates the issue.  Refer to Doc ID 2611394.1  for more details.

    Image:
  • Ivan Pena
    How to disable approved supplier validation for BPA
    Topic posted November 29, 2019 by Ivan PenaBronze Crown: 15,000+ Points, tagged Agreements, Approved Supplier List, How-To, Orders, Setup in Procurement > Purchasing public
    Title:
    How to disable approved supplier validation for BPA
    Content:

    Business Case

    You want to create a blanket purchase agreement (BPA) that include items for which Use Approved Supplier is enabled, and then use it to create approved supplier lists (ASLs) for those items. However, you are not able to submit the BPA for approval because the supplier is not on the approved supplier list for those items. 

     

    Solution

    You can use the profile option "PO_ASL_VALIDATION_FOR_BPA" to skip the blanket purchase agreement submission validation that verifies if the supplier is approved for all items that use approved supplier.

    When this option is disabled, the application will no longer prevent you submitting for approval a BPA that includes items that use approved supplier, even if the supplier is not yet in the list approved suppliers for those items. You can then add the new agreement to an existing ASL or create a new ASL from the agreement using the ESS process "Create ASL Entries."

    How to set up

    You can go to Manage Purchasing Profile Options, select the profile option PO_ASL_VALIDATION_FOR_BPA, set the value to No, and save. Refer to the screenshot below for an example. 

    Image:
  • Rain Tsui
    OTBI Dashboard to search purchase orders and drill down to...
    Topic posted September 30, 2019 by Rain TsuiRed Ribbon: 250+ Points, tagged Business Intelligence, How-To, Orders, OTBI in Procurement > Purchasing public
    Title:
    OTBI Dashboard to search purchase orders and drill down to view purchase order details
    Summary:
    OTBI Dashboard for Line of Business Users or AP Specialists to search purchase orders and drill down to view purchase orders using deep links
    Content:

    Purchasing has released a new "Search and View Purchase Order Information as Line of Business Users" feature in 19D that allows Line of Business Users or AP Specialists to view purchase order details from OTBI or BIP reports using deep links.  The following is a sample OTBI dashboard that allows user to search purchase orders and drill down to view purchase order details.

     

    Screen%20Shot%202019-09-26%20at%204.20.16%20PM.png?version=1&modificationDate=1569540079000&api=v2

     

     

    You can download the report and modify it to meet your business needs: 

    1. Download the catalog file attached to this post
    2. Within the BI Catalog, locate the folder where you want to locate this dashboard, e.g. Shared Folders>Custom>Procurement
    3. Unarchive the catalog file and you will see a new folder called “Search Purchase Orders
    4. Expand the folder
    5. Edit the “Search Purchase Orders”.  You will notice that all the content is in error because you have not placed it in exactly the same location that I had it in.  You must locate the unarchived content in the catalog on the left and drag and drop the correct objects into the dashboard, removing the ones in error as you do so
    6. The drill paths from the dashboard analytics will also not be pointing to their correct paths, so while still editing the dashboard, for each analytic, click on the Properties icon and select “Edit Analysis”, move to the “Criteria” tab and edit the “Column Properties” on the measure.  Open the “Interaction” tab, click on the action links row and then on the edit pencil icon.  Click on the more icon (>>) and select “Edit Action”.  Browse for the correct drill report and select it.  Click OK three times.  Click the save icon and then “Return to Search Purchase Orders” and then edit the dashboard again to repeat this until all the drill reports are set up.
    7. Save the dashboard and run it

     

    To enable the deep link, please see Navigate to Purchasing Transactions from Reports which includes setup details for enabling deep link and how to enable a line of business user or AP specialist to view purchase orders via deep link.

     

    Tips:

    • If you cannot view the ordered amount, currency, change the Currency setting under My Account to Entered Currency or Ledger Currency for desired currency view.
    • If an additional search attribute or result column is needed, modify the corresponding Search Attributes and Search Results. 
    • If you need to let both AP Specialists and Line of Business Users to search and drill down to purchase orders, create two dashboards, each one with the corresponding deep link enabled.
    Version:
    19D
  • Swati Gupta
    How to include item attachments on purchasing documents...5.0
    Topic posted August 30, 2019 by Swati GuptaRed Ribbon: 250+ Points, tagged How-To, Orders, Supplier Communication in Procurement > Purchasing public
    Title:
    How to include item attachments on purchasing documents communicated to suppliers
    Content:

    The buyer creates a Purchase Order with an item. The item has a few attachments in the master item page. Once the purchase order is approved, the purchasing documents will get communicated to the supplier via e-mail or electronically. You can automatically include item attachments on the supplier e-mail communication.

    1. Login as a buyer. Once logged in, go to Setup and Maintenance -> Manage Attachment Categories task. Search the Category name TO_SUPPLIER. Add ITEM_ENTITY to the attachment.

    2. Alternatively, you can go to Setup and Maintenance -> Manage Attachment Entities task. Search for the entity name ITEM_ENTITY. Add TO_SUPPLIER to the attachment categories.

    3. Navigate to Setup and Maintenance -> Manage Item Classes task. Edit the Root Item Class.

    4. Scroll to the bottom of the basic tab and add 'To Supplier' to this list of Attachment Categories. Save and Close.

    5. The list of attachment categories on the Edit Item page should now include 'To Supplier'.

    Item attachments of category 'To Supplier' will be now added to purchasing documents communicated to suppliers via e-mail or electronically (B2B).

    Document:
    Document:
    Document:
    Video:
    item_1.png (54KB)
  • Boyuan Zhu
    How to Exchange User-Defined cXML Messages via Oracle...5.0
    Topic posted July 29, 2019 by Boyuan ZhuBronze Trophy: 5,000+ Points, tagged How-To, Orders, Supplier Communication in Procurement > Purchasing public
    Title:
    How to Exchange User-Defined cXML Messages via Oracle Supplier Network
    Content:

    As of release 19B, you can exchange user-defined cXML messages with your trading partners via Oracle Supplier Network. You can use this capability to customize your messages to meet your partners' requirements. To send a user-defined cXML message, you need to define a cXML message with custom mapping, create a custom service provider pointing to OSN, and use this service provider and message when setting up trading partners on your supplier sites.

    1. First, define a new message by going to Manage Collaboration Message Definitions in the Collaboration Messaging Workarea. For the message you want to customize, download the existing transformation file by taking the Export Transformation Package action. You can then customize the transform file as you wish. 
    2. Duplicate the existing cXML message and upload your customized transform file. This is now the message you will be using in the future steps. 
    3. Create a service provider in the Manage Collaboration Service Providers task. If you have different customizations for different trading partners, you will need to create a separate message and service provider for each case.
    4. For the service provider, add a Delivery Method, using the delivery method type as “Web Service”. In the Service Name field, select the Service Name as CollaborationMessageV2.Process. Specify the following: 
      • Endpoint: https://osn.oracle.com/HTTPService/ProcessSOAPCollaborationMessage or https://osn-prod.oracle.com/HTTPService/ProcessSOAPCollaborationMessage.
      • User Name: The Oracle Supplier Network buyer account user name
      • Password: The Oracle Supplier Network buyer account password 
      ​​
    5. Add the message from earlier and use the delivery method you created. Set the status as Active and save. 
    6. Make sure that the correct documents are set up on OSN and that your supplier site is using the new service provider and message. The Collaboration Messaging Framework will transform your message into cXML using your defined mapping before invoking OSN.
    Document:
    Document:
    Document:
    Document:
  • Raju Ch
    Fusion P2P – Oracle Fusion Procure to Pay (P2P) L...5.0
    Topic posted July 22, 2019 by Raju ChGreen Ribbon: 100+ Points, tagged Approvals, Approvals/Notification, BI Publisher Reports, Create Requisition, Financials, Fusion, General Ledger, How-To, Manage Procurement Catalog, Notifications, Orders, OTBI, Payables, Requisition Processing, Setup, Supplier Communication, Supply & Distribution Planning Cloud, Tip, White Paper in Procurement > Purchasing public
    Title:
    Fusion P2P – Oracle Fusion Procure to Pay (P2P) Life Cycle with Functional and Technical flow
    Content:
    The P2P cycle comprises of the following steps,
    01. Create Requisitions
    02. Approve Requisitions
    03. Create Purchase Orders
    04. Approve Purchase Orders
    05. Receive Goods
    06. Create Payables invoice with Match PO Lines
    07. Approve Invoice
    08. Invoice Payment to Supplier with Electronic Method
    09. Approve Payments
    10. Verify the Transaction Life Cycle
    11. Transfer Payables data to General Ledger
    12. Transfer Payments data to General Ledger
    13. Verify the Journal Batches
    14. Verify the Notifications in Mail
     

    Please click on the below link for more details:

    Fusion P2P – Oracle Fusion Procure to Pay (P2P) Life Cycle with Functional and Technical flow
    https://oracleapps88.blogspot.com/2019/07/fusion-p2p-oracle-fusion-procure-to-pay.html

     

    Thanks,
    Raju Chinthapatla
    http://OracleApps88.Blogspot.com/
    OracleApps88@Yahoo.com
    (+91) 905 957 4321

    Version:
    R12
    Image:
  • Manavalan Ethirajan
    Purchasing Cloud New Features in Release 13 (update...5.0
    Topic posted June 12, 2019 by Manavalan EthirajanSilver Medal: 2,000+ Points, tagged Fusion, Orders in Procurement > Purchasing public
    Title:
    Purchasing Cloud New Features in Release 13 (update 19C)
    Content:

    The following new features will be available in Release 13 (update 19C):

    • Establish Order Generation Schedules by Supplier Agreement
    • Generate Separate Purchase Orders by Ship-To Location
    • Import Supplier Part Number and Auxiliary ID Updates for Blanket Purchase Agreement Lines
    • Route Purchasing Documents for Approval Using Employment Assignment Attributes

    You can review these new features in the following release readiness material and documentation.

    Oracle Procurement Cloud Release Readiness