Posts

Posts

  • 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.

  • 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.

  • Anil Nair
    Automate Catalog Administration in Procurement CatalogsAnswered3
    Topic posted May 23, 2019 by Anil NairBronze Medal: 1,250+ Points, tagged Agreement Loader, Create Requisition, FAQ, How-To, Manage Procurement Catalog, Requisition Import, Requisition Processing, Setup, Tip, White Paper in Procurement > Self Service Procurement public
    Title:
    Automate Catalog Administration in Procurement Catalogs
    Summary:
    Automate Catalog Administration in Procurement Catalogs
    Content:

    We have 1200+ contracts which will be imported as Contract Purchase Agreements and Blanket Purchase Agreements in Oracle.

    These contracts will further require to be setup as part of the catalog administration tasks i.e catalog (with exclusion rules) , smart forms and content zone with security (assigned to each user/group in content security). Since we have a high volume of contracts (CPA/BPA) we dont want to perform the catalog administration task setup manually as it will be take days to complete.

    Does the system provide any option to import these catalog setup tasks (e.g. FBDI, Adfdi template,etc)?

  • Ashok
    BCEA Enabled Requisitions: How are they processed if created...15.0
    Topic posted June 23, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Budget/Encumbrance, Requisition Import, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    BCEA Enabled Requisitions: How are they processed if created via Web Services
    Summary:
    How are BCEA enabled requisitions processed when created via Web Services
    Content:

    Customers / Support

    I am posting this article in the hopes that this will help triage some basic behavior related queries on Budgetary Control enabled requisitions created by the Purchase Requisitions Web Service (PRWS).

    Context:

    Recently, a customer had a flow where they were attempting to create a requisition through PRWS and were observing behavior on which they wanted more clarifications. Here is a summary of what they were attempting:

    a) Creating a requisition through PRWS

    b) DocumentStatusCode = Approved passed in the payload. In other words, creating requisitions in Status 'Approved'

    c) Requisition was BCEA enabled

    d) Some of these requisitions were Canceled after import due to Funds Reservation failure (In this case the customer had not opened the encumbrance period causing the failure)

    e) This was causing a reconciliation issue for them between the legacy system and Fusion (they would not be able to use the same Requisition Number)

    f) They expected the requisition to go into Status 'Rejected'. This was their requirement

    Analysis and Resolution:

    My colleague Mara provided very helpful details that I thought would be worth posting here as a reminder or primer to you as well.

    Summary:

    1. Some reasons for Funds Reservation failure to be aware of prior to invoking such processes: Budget period closed, Accounting period closed, Not enough funds available to reserve

    2. When importing legacy requisitions, customers need to remember that BCEA validations will be triggered during import without which you cannot import a requisition that is BCEA enabled

    3. If you want control in reprocessing a requisition in the event of a failure, import the requisition in Status 'Incomplete'. That way if approvals are then triggered, you can view the status of the approval and the failure reasons on the UI. You can even write an approval rule to autoapprove requisitions based on the attribute 'Interface Source Code'

    4. If you have ensured that all check points for BCEA enablement are fine, then and only then import a requisition in Status 'Approved'. This is because, the implication of importing it in such a status is that if BCEA fails, then the requisition is automatically set to Status 'Canceled', not rejected. As you can imagine, if you have suggested that these requisitions have been approved in the legacy system there is not a mechanism to override that choice as that would be confusing

    5. When a requisition is imported as mentioned in 4. and the requisition is canceled due to BCEA failures, 

    6. To analyze BCEA errors on such approved requisitions, you will need to run the following XCC reports in the order stated below:

    a) Budgetary Control Results for Batch Report 
    b) Budgetary Control Exception Analysis Report 

    Here is a link that explains these reports in more detail: https://docs.oracle.com/en/cloud/saas/financials/19b/ocuar/oracle-fusion-budgetary-control-reports.html#OCUAR1569886

    7. If the requisition is imported in status 'Incomplete' and then submitted for approval and is rejected due to BCEA failures, note that the Document History section of the requisition will display an error message with details on what failed in the requisition details

    8, Note that the customer also wanted to know if they can in  such cases disable budgetary control and import the requisitions and then turn them on. The guidance here is to be aware that this can be potentially risky. It is not advisable to do this if transactions have already been created with BCEA. Also note that if you turn the feature off, it only impacts new requisitions created. Existing ones that are using BCEA will continue to do so even if the feature is disabled.

    I would ask support and customers to review the information provided here carefully. Do let us know whether you found this useful and also share your own experiences and insights.

     

  • Sabarish Ganda
    Does anyone know if there is a integration point when we...1
    Topic posted 5:49 PM by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, Approvals/Notification, Create Requisition, FAQ, How-To, Requisition Import, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Does anyone know if there is a integration point when we submit a requisition for Approval.
    Content:

    We have a following Requirement:

    When a requisition is submitted then we need to send that approval to Service Now and if somebody approves that in Service Now then it should trigger approval in Oracle Requisition and Approve or reject the Requisition. 

    Does anyone have any idea about it?

  • Ashok
    ESS Resiliency for Long Running Jobs - Import Requisitions
    Topic posted May 15, 2018 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Requisition Import in Procurement > Self Service Procurement public
    Title:
    ESS Resiliency for Long Running Jobs - Import Requisitions
    Summary:
    Fusion POR Cloud R13: ESS Resiliency for Long Running Jobs - Import Requisitions
    Content:

    ESS Resiliency for long running ESS Jobs

    Business Problem:

    There are critical ESS jobs (Import Requisitions for example), that run in a customer organization, which by their nature run for long periods of time. If such jobs were to encounter critical failures or system errors (either due to database issues or server related stoppages etc.), currently the process starts from the beginning rather than from where it last left off. This causes a lot of wastage in terms of time and infrastructure redundancies.

    Resolution: 

    In Release 13, Update 18B, as part of an Oracle-wide technical mandated improvement, the Import Requisitions ESS job has been enhanced. The enhancements are as follows:

    a) The restart will occur from the point of failure without having to reprocess the entire set of records
    b) Records previously processed are not processed again

    This is not a process change that is obvious to the user but rather a process improvement that is intrinsic to the ESS job itself. The system will start from the last stoppage point and continue instead of starting over. How this is achieved is by enabling processing records in groups we call chunks. Records are processed and committed in chunks so that those records do not then need to be processed again if there are system failures

    Implementation Considerations:

    With the introduction of this feature enhancement, the customer can also select the size of number of records to be considered for processing. The parameter Maximum Batch Size in the Import Requisitions process, which is set to 2500 out of the box, will be used as the default chunk size. However, the customer can modify this depending on their business requirements. What they modify this value to depends on how many records they process in a batch, and the time it takes to process those records in their environments.

    NOTE:
    This feature enhancement is applicable to the requisitions import process using the file based data import (FBDI) process. It does not apply to the Purchase Request Web Service feature.

  • Lokeswara Raju Chamarti
    FBDI import for Requisitions - Preparer and Requester Email25.0
    Topic posted August 6, 2019 by Lokeswara Raju ChamartiBlue Ribbon: 750+ Points, tagged Create Requisition, Requisition Import in Procurement > Self Service Procurement public
    Title:
    FBDI import for Requisitions - Preparer and Requester Email
    Summary:
    Case sensitivity of email address for Preparer / Requester / Buyer in Requisition Import FBDI
    Content:

    The FBDI import for requisition import expect the email address to exactly match with the email address of employee with case. Expectation is that this should not be validated and matching has to happen case insensitive. Email address are not case sensitive and if the email address is sent with upper case / lower case, both will work in any email server. So the email address field should not be considered with case. 

    We have multiple systems and the user accounts don't have the exact same email address in all the systems. Our Cloud ERP has user address as First.Last@Company.com. The external system that send the Requisition information to Oracle Cloud has email address as first.last@company.com. This is causing the FBDI import of requisition to fail as the email address in the Preparer / Requester is not matching with ERP value.

    The email address match should not be case sensitive for any comparisions.

  • Dev Thota
    Fusion Procurement : Employees that are disabled and locked...1
    Topic posted August 10, 2017 by Dev ThotaGold Trophy: 10,000+ Points, tagged Create Requisition, Requisition Import in Procurement > Self Service Procurement public
    Title:
    Fusion Procurement : Employees that are disabled and locked are still appearing in the requisition requester field.Is it possible to not show them in this field without deleting their account?
    Summary:
    Fusion Procurement : Employees that are disabled and locked are still appearing in the requisition requester field.Is it possible to not show them in this field without deleting their account?
  • Nick Hirsch
    FX Rates on Requisitions / PO2
    Topic posted October 4, 2019 by Nick HirschRed Ribbon: 250+ Points, tagged Create Requisition, How-To, Requisition Import, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    FX Rates on Requisitions / PO
    Summary:
    System defaults to today's FX Rates
    Content:

    Hello,

    When we convert a currency requisition into a PO, it defaults to today's conversion rate - is there any way to make Oracle use the previous days rate?

    Reason why is because we don't receive today's FX rates from our in-house risk system until late at night, and therefore during the day, we don't have the current days FX rates loaded into the system.

    Thanks

    Nick

    Version:
    Fusion 19B
  • Palash Kundu
    Groovy Expression for Requisition Distribution DFF3
    Topic posted March 30, 2018 by Palash KunduSilver Medal: 2,000+ Points, tagged Create Requisition, How-To, Requisition Import, Requisition Mobile, Requisition Web Services, White Paper in Procurement > Self Service Procurement public
    Title:
    Groovy Expression for Requisition Distribution DFF
    Summary:
    We need Groovy expression syntax for Requisition Distribution DFF to change value of a DFF based on Supplier in Requisition page
    Content:

    Hello

    We are trying to change values of a Requisition Distribution DFF in Requisition page based on supplier field value in Requisition Page.

     

    Does anyone has a code snippet of this that we can use or code snippet for similar functionality?

     

    Thanks