Posts

Posts

  • Angie Ni
    How to set up an enterprise user to be an internal responder...24.7
    Topic posted June 30, 2018 by Angie NiSilver Medal: 2,000+ Points, tagged How-To, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    How to set up an enterprise user to be an internal responder to internal questionnaires?
    Summary:
    This post illustrates how to set up an enterprise user to be an internal responder to supplier qualification internal questionnaires.
    Content:

    To qualify suppliers, organizations can solicit feedback on the suppliers from internal departments to qualify them. Any enterprise user can be set up as an internal responder. If an enterprise user has the Supplier Qualification abstract role to perform supplier qualification duties, that user already has the privileges to respond to internal questionnaires. However, an enterprise user can also be set up as an internal responder without provisioning the Supplier Qualification abstract role that has all the qualification privileges. 

    Procedure to set up an enterprise user to be an internal responder:

    For any enterprise user, add the Supplier Qualification Questionnaire Response Management as Internal Duty role to the role that is granted to the user. The role can be a job role, a duty role or an abstract role. In this example, an enterprise user in the receiving department who has received products from suppliers needs to provide feedback in order to qualify them.

    • This enterprise user has a job role of Receiving Agent. First, make a copy of the job role and create a new “Receiving Agent Custom” role.

    basic-red.jpg?version=1&modificationDate=1530569227487&api=v2

    • Then, navigate to Functional Security Policies and click Add Function Security Policy.

    Step2-red.jpg?version=1&modificationDate=1530569290021&api=v2

    • On the popup window, search for Supplier Qualification Questionnaire Response Management as Internal duty role.

    Step3-red.jpg?version=1&modificationDate=1530569383016&api=v2

    • Then, add the selected privileges of the duty role.

    Step4.jpg?version=1&modificationDate=1530569411499&api=v2

    • Close the pop up and verify that the new functional privileges are added to the job role.

    Step5-red.jpg?version=1&modificationDate=1530569440445&api=v2

    • After reviewing the changes, submit the new job role.

    Step6-red.jpg?version=1&modificationDate=1530569465002&api=v2

    • Finally, assign this new custom Receiving Agent job role to the user.

    user.jpg?version=1&modificationDate=1530569486123&api=v2

    Now this user is set up to be an internal responder to respond to supplier qualification internal questionnaires.

  • Alison McClure
    Supplier Qualification Management Training for Update 18B4.7
    Topic posted June 28, 2018 by Alison McClureSilver Medal: 2,000+ Points, tagged How-To, Qualification, Qualification Area, Qualification Model, Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Supplier Qualification Management Training for Update 18B
    Summary:
    Watch the latest Supplier Qualification Management readiness training for Update 18B
    Content:

    Want to watch the latest Supplier Qualification Management readiness training for Update 18B?

     

    You can visit the Procurement Readiness Page

    Or

    Use these direct links to the training videos - both with demos of the exciting new capabilities:

     

    You can provide feedback on any aspects of Readiness Training here

     

  • Angie Ni
    How do event based qualifications work?15.0
    Topic posted December 21, 2018 by Angie NiSilver Medal: 2,000+ Points, tagged How-To, Initiative, Qualification Rule Set, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    How do event based qualifications work?
    Summary:
    This post illustrates how you can use the event based initiatives and qualifications to qualify your suppliers automatically.
    Content:

    Qualifying suppliers strategically may include screening on whether they meet the required safety and quality standards, or social and environmental responsibility, or whether the supplier meets sufficient levels of different certifications.

    It involves various steps starting from sending questionnaires to suppliers and internal responders, accepting their responses, evaluating their responses, and lastly, qualifying the supplier. These steps are applied to each and every supplier before finalizing their qualification. This process can easily get monotonous and time consuming.

    You can automate the process of creating initiatives and qualifications by defining simple rules based on various business events for your procurement business unit. The business events include supplier registration, supplier registration approval, supplier promotion and requalification.

    Procedure to set up rule sets for qualifying suppliers for each business event:

    1. Supplier Registration Based Automation

    The qualification areas you set up here will appear to the supplier during external registration. You can define rules for each business relationship type: Prospective or Spend Authorized or both. In addition to presenting the supplier with a qualification questionnaire during the registration process, the application can automatically create qualifications for those qualification areas for which all required questions have a response from the supplier. These qualifications will be available for you to use after the supplier registration is approved.

    For qualification areas on the rule set where additional information is required either from the supplier or the internal responder, the application automatically creates an initiative and launches it.

    In this example, the qualification manager would like to qualify prospective suppliers on environmental responsibility and worker health and safety. If the company is a small business, Small Business Certification is also included in the questionnaire during supplier registration.

    registration.jpg?version=1&modificationDate=1545432562417&api=v2

    2. Supplier Registration Approval Based Automation

    In addition to creating rules for supplier registration, you can create rules that get triggered once the supplier registration is approved. You can define the same or different rules for external supplier registration approval and internal supplier registration approval. When a supplier registration is approved, the registration approval rules are triggered. An initiative is created and launched; questionnaires are sent to the supplier and internal responders as needed.

    In the initiative and corresponding questionnaire, the qualification areas defined under the registration approval event are combined with any qualification areas set up under the Supplier Registration business event when there are required questions missing responses from either the supplier or internal responder.

    In the example below, an initiative is created with qualification area Financial Viability upon registration approval whether the request is from external or internal supplier registration. If the Worker Health and Safety qualification defined earlier under Registration still has any missing responses for this supplier, then the initiative has both the Financial Viability and the Worker Health and Safety qualification areas.

    registration-approval.jpg?version=1&modificationDate=1545432587789&api=v2

    3. Supplier Promotion Based Automation

    Optionally, you can define additional rules for the supplier promotion event. Supplier promotion rules are triggered when a buying organization intends to do business with a supplier and the supplier is promoted from prospective to spend authorized. As soon as the supplier’s promotion request gets approved, the system automatically creates an initiative to qualify the supplier. Once the initiative is launched and questionnaires are sent, the initiative is managed like any other initiative.

    In the example below, an initiative is created with qualification area Compliance upon supplier promotion approval.

    registration-promotion.jpg?version=1&modificationDate=1545432612459&api=v2

    4. Provide default information for events

    For each business event that has qualification areas defined, you must specify the default value for the owner of the initiatives or qualification created and the internal responder when internal questions are present.  

    In addition, you can provide the default introduction text or attachments for each automatically created questionnaire here.

    default-info.jpg?version=1&modificationDate=1545432631458&api=v2

    The requalification business event is triggered on the qualifications themselves instead of the rule set except that the default value is defined here for the owner and internal responder.

    When you activate this rule set for your procurement business units, initiatives and qualifications will be created automatically to qualify your suppliers based on certain business events of the supplier lifecycle.

    You can find the release readiness training materials for this feature here.

  • Sammy Khan
    How to respond to an internal questionnaire44.6
    Topic posted June 29, 2018 by Sammy KhanRed Ribbon: 250+ Points, tagged FAQ, How-To, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    How to respond to an internal questionnaire
    Summary:
    This post illustrates how a user responds to an internal questionnaire assigned to them.
    Content:

    To qualify suppliers, organizations can send out questionnaires to supplier contacts to seek their responses in order to qualify them. Similarly, organizations can also send questionnaires to internal users to seek their feedback on the supplier, such questionnaires are called internal questionnaires. An internal questionnaire is launched via the initiative process along with supplier questionnaire. Suppliers respond to the questionnaires through Supplier Portal, while internal users respond to internal questionnaires by clicking on recommended action links sent to them through email notification.

    Prerequisite

    • A valid user with internal responder privileges.
    • A qualification area which consists of questions for internal responders.
    • An internal questionnaire has been generated and assigned to the user to respond.

     

    Procedure

    • The internal responder will receive a notification to respond to the internal questionnaire.
    • Below is the sample of internal questionnaire notification.

    image2018-6-29_13-18-46.png?version=1&modificationDate=1530258527670&api=v2

     

    • Clicking on "Respond to Questionnaire" under Recommended Actions, will direct the user to "Respond to Questionnaires" page, where user can respond to the internal questionnaire questions and submit them for qualification evaluation.
    • Enter responses on the Respond to Questionnaire page and submit them for supplier qualification evaluation.

    image2018-6-29_13-20-4.png?version=1&modificationDate=1530258604772&api=v2

     

  • Angie Ni
    Set Up a Supplier User to be a Responder to SQM...5.0
    Topic posted October 31, 2019 by Angie NiSilver Medal: 2,000+ Points, tagged Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Set Up a Supplier User to be a Responder to SQM Questionnaires
    Summary:
    This post illustrates how to set up a supplier user to respond to supplier qualification questionnaires.
    Content:

    Supplier users can respond to supplier qualification questionnaires from Supplier Portal. By default, if the supplier users have Supplier Sales Representative role, they can access questionnaires from Supplier Portal. If you want to restrict what tasks in the supplier portal the supplier contact can access, you can create a customized role that allows supplier users access only to the questionnaires.

    This is what supplier responders can see with the default Supplier Sales Representative role, as in the screenshot below:

    default-sales-rep-view.png?version=1&modificationDate=1572569739793&api=v2

    If you do not want the responder to have access to other tasks such as negotiations, purchase orders or agreements, you can create a customized Supplier Sales Representative role, remove the functional securities while keep the ones for supplier qualification questionnaires.

    In this example, a custom role is created from Supplier Sales Representative.

    step1.png?version=1&modificationDate=1572569763939&api=v2  

    Then, navigate to role hierarchy and remove the roles you don’t want.

    step2-roleHierarchy.png?version=1&modificationDate=1572569785955&api=v2

    In this example, roles that are removed include: Supplier Bidder role, purchase order management as supplier, Purchase Agreement Management as Supplier, and Manage Item Catalog.

    Please note that you must keep Supplier Qualification Questionnaire Response Management as Supplier and View Supplier Qualification Questionnaire Response as Supplier for supplier qualification tasks. Alternatively, you could also add these 2 duty roles to a role that the supplier responder has.

    After you create this new role, you can assign it to supplier users. Below is what the supplier responder can see on Supplier Portal with the changes we’ve made above.

    supplierPortal-afterlook-1.png?version=1&modificationDate=1572569822562&api=v2

    The responder can still access supplier qualification tasks while cannot access other tasks previously available in negotiations or purchase orders.

    Document:
  • DIEGO SCHENQUERMAN
    Can we associate the question to a Supplier Site DFF?15.0
    Topic posted August 10, 2019 by DIEGO SCHENQUERMANBlue Ribbon: 750+ Points, tagged FAQ, How-To, Qualification, Qualification Area, Qualification Question, Questionnaire, Questionnaire Response, White Paper in Procurement > Supplier Qualification Management public
    Title:
    Can we associate the question to a Supplier Site DFF?
    Summary:
    Can we associate the question to a Supplier Site DFF?
    Content:

    We want to be able to associate a question to a Supplier Site DFF. 

    When I checked the Supplier Site attribute in the question, there is not an area "Additional Information" where I can associate the question with the 'Supplier Site" attribute.

    Can some one confirm this?

     

     

  • Mehnaz Rahman
    Customizing PDF Reports Using BI Publisher5.0
    Topic posted July 24, 2019 by Mehnaz RahmanRed Ribbon: 250+ Points, tagged Business Intelligence, FAQ, How-To, Questionnaire, Tip in Procurement > Supplier Qualification Management public
    Title:
    Customizing PDF Reports Using BI Publisher
    Content:

    Supplier Qualification’s seeded BIP reports like Supplier Qualification Questionnaire PDF, Supplier Registration Questionnaire PDF can be customized using the BI publisher by using the customization feature. Upon selecting the option for a report, BI Publisher creates a copy of the report in the "Custom" folder. This custom copy is linked internally to the original report with the same underlying data model. User can customize the custom copy of the report and select it as default report, leaving the original report intact. When a request to run the report is initiated, whether from the BI Publisher catalog or through an application process, BI Publisher detects the customized version and runs it. Refer to the attachment for steps to customize a report.

    Important Notes:

    1. To use customize feature a folder named "Custom" must exist directly under Shared Folders. If the Custom folder is not seeded in application, an Administrator can create it.
    2. To customize the report user must be granted BI Author role (or a role that includes the permission oracle.bi.publisher.developReport).
    3. To read the report in custom folder, user must be granted BI Consumer role.
    4. The Customize option is not available through the /analytics URL used to access Oracle BI Enterprise Edition (for example: http://hostname.com:7001/analytics).
    5. To view Customize option you must access BI Publisher through the /xmlpserver URL (for example: http://hostname.com:7001/xmlpserver).
    6. It’s not recommended to modify the original reports because any modifications are overwritten with a patch that updates the original report. Follow the Customization Feature for more details.
  • Nick Hirsch
    Creating an Internal Questionnaire2
    Topic posted September 25, 2019 by Nick HirschRed Ribbon: 250+ Points, tagged Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Creating an Internal Questionnaire
    Summary:
    Want to create an internal questionnaire linked to Supplier Account
    Content:

    Hi,

    I was wondering if you can set up an internal questionnaire that links to the supplier. So once the supplier has completed their registration/any relevant supplier qualification questionnaires etc, a questionnaire is sent via the system to one of our internal email address, and they then have to complete a questionnaire.

    We basically want it to automatically send to our compliance department so they can confirm they have completed their relevant third party checks.

    Thanks

    Nick

    Version:
    Oracle Fusion 19B
  • DIEGO SCHENQUERMAN
    What is the difference between the qualification and...1
    Topic posted July 17, 2019 by DIEGO SCHENQUERMANBlue Ribbon: 750+ Points, tagged Assessment, FAQ, How-To, Initiative, Qualification, Qualification Area, Qualification Model, Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response, Tip, White Paper in Procurement > Supplier Qualification Management public
    Title:
    What is the difference between the qualification and assessment?
    Summary:
    What is the difference between the qualification and assessment?
    Content:

    What is the difference between the qualification and assessment?

    We want to use Procurement Qualification module to create initiative and request some information and document to update the supplier Profile. This is for an existing suppliers. I will not use this for Supplier Registration or Qualification. Just to request income tax information, bank account information etc.

    I am not sure if I need to use the Initiative with Qualification or Assessment.

  • Sanket Salve
    Rule set with always displayed condition and active...Answered1
    Topic posted June 23, 2019 by Sanket SalveSilver Medal: 2,000+ Points, tagged Qualification Rule Set, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    Rule set with always displayed condition and active qualification, still does not shows questionnaire in supplier regitrstion.
    Summary:
    Hi, need a quick help for attached case, : I have created a rule set with always displayed condition and qualification area is also active, still the questionnaire is not visible to suppliers
    Content:

    Hi, need a quick help for the attached case, : I have created a rule set with the always displayed condition and qualification area is also active, still the questionnaire is not visible to suppliers.

     

    Image: