Posts

Posts

  • 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
    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.
  • 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 SalveBronze Medal: 1,250+ 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:
  • Marko Knezevic
    Knockout score for questions3
    Topic posted April 11, 2019 by Marko KnezevicBronze Medal: 1,250+ Points, tagged How-To, Qualification, Qualification Area, Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Knockout score for questions
    Summary:
    Can knockout score be used to prevent sending questionnaire to internal responder?
    Content:

    Hello,

    Can adding a question with automatic response (mapped to DFF) and automatic scoring be used to prevent the sending of questionnaire to internal responder?

    I would like to setup my Qualification area like this:

    Scoring and automation

    • Automatically populate responses
    • Automatically accept responses
    • Enable scoring
    • Automatically evaluate qualification

    Automatic Requalification

    • On qualification expiration
    • On new response

    1. question = response type: automatic; scoring automatic; mapped to DFF; score for no response 8
    2. question = response type: internal; scoring automatic;

    If DFF mapped to 1. question has no value (No response), can I prevent the questionnaire to be sent to my internal responder and automatically disqualify the supplier and set the outcome to knockout outcome?

    This would help us to make automatic qualifications created after Supplier registration and automatically requalify only Suppliers who have a certain value in the DFF (annual transaction ammount) mapped to the automatic responded question. The Supplier who did not have sufficient transaction ammount in the past period would not then be considered for requalification.

    I have tried to test this case with the setup above, but always had the questionnaire sent to my internal responder, regardless of the knockout setup on 1. question and knockout outcome setup on qualification area.

    Thank you,

    BR

    Version:
    19A
  • Nishanth B Jain
    Custom text in notification SQMAnswered9
    Topic posted February 5, 2019 by Nishanth B JainBronze Crown: 15,000+ Points, tagged Business Intelligence, FAQ, How-To, Qualification, Qualification Model, Questionnaire, Questionnaire Response, Tip, White Paper in Procurement > Supplier Qualification Management public
    Title:
    Custom text in notification SQM
    Summary:
    You Are Invited to Respond to Questionnaire
    Content:

    Hi All,

    Can we edit this notification's text?

    Thanks,

    Nishanth

    Image:
  • James Elliott
    Supplier unable to view QualificationsAnswered2
    Topic posted January 8, 2019 by James ElliottBronze Medal: 1,250+ Points, tagged Qualification, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    Supplier unable to view Qualifications
    Summary:
    Supplier is unable to view Qualifications assigned to it
    Content:

    Hi,

    Our supplier has been assigned a qualification questionnaire and they have received the notification in their worklist. But when the supplier logs into Supplier Portal, they cannot see the “View Qualifications” task that opens the Qualifications page, what is missing from the supplier account security set up ?

    It is currently provisioned with the following roles :

    • Supplier Accounts Receivable Specialist
    • Supplier Bidder
    • Supplier Product Administrator
    • Supplier Self Service Administrator
    Version:
    18C
    Image:
  • 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.

  • Arijit Pramanik
    How to link a Questionaire set directly to a supplier...14
    Topic posted November 21, 2018 by Arijit PramanikSilver Medal: 2,000+ Points, tagged Qualification, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    How to link a Questionaire set directly to a supplier registration process and trigger an initiative?
    Summary:
    How to link a Questionaire set directly to a supplier registration process and trigger an initiative?
    Content:

    How to link a Questionaire set directly to a supplier registration process and trigger an initiative?