Posts

Posts

  • MANISH KUMAR
    Requisition Import from 3rd party Field service system1
    Topic posted May 21, 2019 by MANISH KUMARBronze Medal: 1,250+ Points, tagged Create Requisition, Requisition Import, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Requisition Import from 3rd party Field service system
    Summary:
    Requisition Import from 3rd party Field service system
    Content:

    I need to understand the Requisition Import functionality and how can we import requisition from 3rd party field service system. These are the high level requirements:

    1. The Requisition should be created in incomplete status so that Controller has ability to modify it before it creates Purchase Order

    2. The Requisition should get appropriate BPA based on various condition e.g. need to have some custom logic to apply BPA ( because one BPA for Min-Max and other for manual requisition)

    3. The Buyer assignment should happen based on buyer assignment rule or org-item rule

     

    Regards,

    Manish

  • Ashok
    Update 19B: How to override agreement price on a Requisition75.0
    Topic posted April 21, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Import, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Update 19B: How to override agreement price on a Requisition
    Summary:
    How do you override the price from an agreement on a Purchase Requisition
    Content:

    Customers / Support

    I thought this article would serve two purposes:

    a) Quick primer on functionality that exists in this regard prior to Update 19B

    b) Feature as introduced in Update 19B.

    Business Problem:

    Customers have provided us business use cases where a standard agreement captures the price for a product or service at the outset of a negotiation but later,  these prices may be re-negotiated by specific requesters. You could look at this problem in two dimensions:

    a) Quantity based products or services

    b) Amount based products or services

    Solution:

    As I assume many of you are aware, Fusion Self Service Procurement already allows requesters the ability to update the price in cases of an amount based requisition. In Update 19B, this functionality has been extended to include quantity based requisitions as well.

    Here is a solution summary:

    A. What is supported:

    Requesters can modify the price on a requisition for both quantity and amount based lines.

    B. Pre-requisites:

    To avail of the feature introduced in Update 19B, we have introduced an Opt-in entitled: Override Agreement Price on Requisitions.  

    C. Who can update price:

    Any requester with the job role: Procurement Requester can edit the price on a requisition provided the agreement allows it.

    D. What flows are supported for these features:

    You can update the price through the following flows:

    1. Shopping flows through the UI

    2. Enter Requisition Line flow through the UI

    3. Using the FBDI template to import requisitions

    4. Using the Purchase Request Web Service to create a requisition

    5. Approver editing a requisition during the approval process

    NOTE: The Purchase Requisition REST service does not support this feature at this time.

    E. How does this feature work?

    Once opted in, you can create an agreement (a blanket purchase agreement using Fusion Purchasing). You must ensure that the attribute Allow price override must be enabled for the agreement line that you create. Additionally, you can set a value for the attribute Price Limit. The value you set here is the maximum value up to which the requester may edit the price on the requisition line.

    Once this configuration is complete, the next time a requester shops for the item or service, the system will enable the Price attribute for edit (See Screenshot 1 below). This screenshot describes how price is edited in a regular UI flow. 

    If you wish to enable this feature when using an FBDI template or the Purchase Request Web Service payload, you must provide a valid BPA reference in the template or the payload. If you don't and the system auto-sources an agreement, then the agreement price will prevail. This is important to remember.

    F. Additional considerations:

    1. The system will display an error message if you enter a price that is over the Price Limit value set in the agreement

    2. You cannot enter Null or Blank as the price on the requisition line but you can enter 0

    3. If the agreement is in a different currency than the functional currency, remember the price is updateable in that currency. So if the agreement is in EUR and the functional currency is USD, the requester changes the EUR price. This is current behavior but worth remembering.

    4. The Opt-in for this feature expires in Update 19D. This means that the feature is automatically turned on and available to all requesters after the expiration.

    Let us know if this article is helpful and if you have any questions or clarifications.

    Image:
  • Ashok
    Requisition Import: Understanding how the parameter Error...24.8
    Topic posted April 12, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Requisition Import, Tip in Procurement > Self Service Procurement public
    Title:
    Requisition Import: Understanding how the parameter Error Processing works
    Summary:
    Requisition Import: What is the significance of the import parameter Error Processing?
    Content:

    Customers / Support

    This one is rather interesting. You would think obvious but I was answering a couple of forum posts / bugs on this recently. I thought it would not be a bad reminder on explaining an important feature in importing requisitions.

    Context:

    The customer in this case came to us with an issue that the system was disobeying their command on creating requisitions even when they had set Error Processing to All.

    Functionality:

    What does the import parameter Error Processing do?

    It determines how to create or not create requisitions when the system encounters any validation issues while processing requisition lines.

    What are the supported values for this parameter?

    The supported values are: All or Partial. 

    All indicates that the system will only create requisitions only if all the lines from the interface header pass validation

    Partial indicates that the system will create requisitions even if some lines from the interface header pass validation.

    Subtext:

    What customers and support  need to know are the following guiding principles:

    1. The import parameter Group By has a role to play in how this works

    2. If the Group By parameter is applied, then the system creates 'batches' of requisition headers under which to group requisition lines and then applies the value All or Partial.

    Let us discuss this with an example:

    When creating an import batch, let's say the customer provided a requisition header reference of 1 as the header interface id for example.

    Now using this reference, the customer has provided several lines all pointing to this id

    Let's assume (as was in the customer case I dealt with) that the import parameter Group By was set to Location (Deliver-to Location). This means the system will group all requisition lines with the same location and process them under one requisition header.

    Now imagine the batch imported contained multiple locations. Stands to reason multiple requisition header batches will be created, right?

    The customer in this case actually provided one location for ALL requisition lines but did not provide Location for ONE record.

    Customer expectation: It should fail all the lines and hence no requisitions ought to be imported

    Designed actual behavior: If the group by attribute does not contain a value, now that is not part of the set of requisition lines to be processed. So the system cannot possibly know the intent of the customer was to group it using the same location as all others.

    So the system processed all other lines into one header even though Error Processing was set to All and rejected this one line.

    We explained this to the customer and it was understood.

    Take away:

    Remember the correlation between Group By and Error Processing and when you find that the number of requisition headers created were less or more than you expected, this is one of the first things you can review to see how it might have done what it did.

    Let me know if this article helps / clearly understood. Would be happy to receive and implement feedback on this.

  • Mohammad Alhindawi
    Shipments Document Sequence1
    Topic posted March 11, 2019 by Mohammad AlhindawiRed Ribbon: 250+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, BI Publisher Reports, Budget/Encumbrance, Business Intelligence, Business Intelligence - BI, Create Requisition, FAQ, How-To, Internal Material Transfer, Intrastat, Inventory & Cost Management Analytics Cloud, Inventory Cloud, Manage Procurement Catalog, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, SCM, Setup, Supply Chain Financial Orchestration, Supply Chain Orchestration, Tip, Update Preparer and Requester, White Paper in Inventory and Logistics > Inventory public
    Title:
    Shipments Document Sequence
    Summary:
    Shipments Document Sequence
    Content:

    Hello,

     

    How can I set up or define a sequence for my shipment documents based on the business unit?

     

    Thank you.

    Version:
    Oracle Fusion Inventory Management Cloud Service
  • Dev Thota
    Is it possible to create dependency between DFF and category...35.0
    Topic posted January 31, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Create Requisition, Internal Material Transfer, Requisition Import, Requisition Mobile, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Is it possible to create dependency between DFF and category name?
    Summary:
    Is it possible to create dependency between DFF and category name?
    Content:

    Hi all,

    Is it possible to create dependency between DFF and category name?

    Version:
    18 D
  • Ashok
    19A Bug Fix: Tax not calculated in certain cases when...15.0
    Topic posted January 20, 2019 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Requisition Import, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    19A Bug Fix: Tax not calculated in certain cases when requisitions are created via FBDI
    Summary:
    Import requisitions in certain cases were not calculating taxes correctly. Now fixed.
    Content:

    Issue:

    Customer in this case was importing requisitions via FBDI. The customer provides values for some tax attributes. Note that the requisitions in these cases were imported in status 'Incomplete'. The user then opens the requisition from the UI. At this time, the bug is triggered. The issue is that the user provided tax attribute values are overridden by system defaulted values.

    NOTE: The customer provided Tax Classification Code in this specific use case.

    Resolution:

    Any attributes that are user provided in the FBDI template ought to be retained and tax computations ought to use those values. The fix achieves this requirement.

  • kaleem khan
    How to Restrict the Locations and requester name on the PR...1
    Topic posted January 17, 2019 by kaleem khanRed Ribbon: 250+ Points, tagged Create Requisition, FAQ, How-To, Internal Material Transfer, Inventory Cloud, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, Setup, Update Preparer and Requester, White Paper in Procurement > Self Service Procurement public
    Title:
    How to Restrict the Locations and requester name on the PR Preference
    Summary:
    How to Restrict the Locations and requester name on the PR Preference
    Content:

    Dear, 

    Our client is Hospital, and they don't to allow to the user to change the location and requester name in the purchase requisition preference screen. 

    How the user will be restricted to select the specific locations on PR preference and he cannot change requster name.

  • Mohanish Mahajan
    Purchase Request Web Service - Does it support one time...Answered2
    Topic posted December 24, 2018 by Mohanish MahajanBronze Medal: 1,250+ Points, tagged Create Requisition, Requisition Import, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Purchase Request Web Service - Does it support one time address?
    Summary:
    Purchase Request Web Service - Does it support one time address?
    Content:

    Hi,

    We are planning to use purchase request web service for inbound integration with an upstream application. While it meets most of our requirements, we are not able to use it for creating requisitions with a one time address. We found that the 'address type' attribute (one time/internal) and the address attributes are not part of the web service payload. Is this not supported yet? If not, it is planned for a future release ?

    Thanks & Regards,

    Mohanish

    Version:
    18B
  • 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
    User Preferences not a source of Charge Account defaulting...25.0
    Topic posted December 8, 2018 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Requisition Import, Requisition Web Services, Tip in Procurement > Self Service Procurement public
    Title:
    User Preferences not a source of Charge Account defaulting during Requisition Import
    Summary:
    User Preferences not a source of Charge Account defaulting during Requisition Import
    Content:

    Customers and Support

    This has come up twice recently on forum posts. It might merit a reminder. As you know Charge Account derivation uses various sources. User Preferences is one of them. Note that if you are importing requisitions (either using FBDI Templates or the Web Service), the charge account defined on User Preferences will not be considered for defaulting purposes.

    We get asked this question as to why the charge account derivation either fails or ignores the charge account on user preferences.

    User preferences by definition and design is applicable for UI based charge account defaulting, not for backend services such as Web Service or Import Requisitions.