Posts

Posts

  • Harshith Eshwar Shaila
    Issues with Requisition ImportAnswered7
    Topic posted October 31, 2019 by Harshith Eshwar ShailaBronze Medal: 1,250+ Points, tagged Requisition Import in Procurement > Self Service Procurement public
    Title:
    Issues with Requisition Import
    Content:

    Hi all,

    Every mass Requisition Import through FBDI, we face a lot of issues. So is there a pre-requisite we need to follow for the data related to specific attributes before uploading the zip files.

    Next, we find the same issues even when the value provided in zip files are right, below are few errors for reference

    CURRENCY_AMOUNT 210 Amount is not applicable for goods lines. 
    ITEM_REVISION 1 The value of the attribute Item Revision is not valid. 
    ITEM_NUMBER S0210506 The value of the attribute Item is not valid. 
    SUGGESTED_VENDOR_SITE DETROIT LAKES The value of the attribute Supplier Site is not valid. 

    Note: Item provided was with right format, supplier site was available, and errors are not related to same requisitions.

    Is there a way we can tackle these issues, because need to know the exact background process how these errors are generated/triggered from technical point of view.

     

    Thank you,

    Harshith   E S

    Version:
    19C
  • 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
  • MANISH KUMAR
    Need to create requisition from 3rd party1
    Topic posted August 12, 2019 by MANISH KUMARBronze Medal: 1,250+ Points, tagged Requisition Import, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Need to create requisition from 3rd party
    Summary:
    Need to create requisition from 3rd party
    Content:

    Need to create requisition from 3rd party. The question is third party can send all details of requisition ( header, line and distribution) in one go and try to create requisition. Can we able to do this or 3rd party needs to call requisition api multiple times first to create header then line and then distribution. So, is this one call or 2-3 calls.

    Regards,

    Manish

  • 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
    How to restrict items (Inventory) in requisition /...45.0
    Topic posted August 3, 2019 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, OTBI, 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:
    How to restrict items (Inventory) in requisition / PO Lines?
    Summary:
    How to restrict items (Inventory) in requisition / PO Lines?
    Content:

    Hi all,

    In Requisition / PO line-entry all inventory items are coming, We need to restrict some items for some people.

    Please suggest.

    Thanks,

    Dev Thota.

     

    Version:
    19B
    Image:
  • Dev Thota
    Work Order(WO): Requisition is approved without...85.0
    Topic posted July 22, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Internal Material Transfer, Inventory Cloud, Manage Procurement Catalog, OTBI, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, White Paper in Procurement > Self Service Procurement public
    Title:
    Work Order(WO): Requisition is approved without approval.
    Summary:
    Work Order(WO): Requisition is approved without approval.
    Content:

    Hi all,

    Work Order(WO): Requisition is approved without approval.

     

    Thanks,

    Dev Thota.

    Version:
    19B
  • Dev Thota
    Unable to create a receipt in my receipts?75.0
    Topic posted July 8, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Internal Material Transfer, Inventory Cloud, OTBI, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Tip in Inventory and Logistics > Inventory public
    Title:
    Unable to create a receipt in my receipts?
    Summary:
    Unable to create a receipt in my receipts?
    Content:

    Hi all,

    Unable to create a receipt in my receipts?

    PO created through work order(WO).

    Thanks,

    Dev Thota.

    Version:
    19B
    Image:
  • Anas Marikkkar
    Purchase Requisition budget check for CAPEX purchases2
    Topic posted June 27, 2019 by Anas MarikkkarBronze Crown: 15,000+ Points, tagged Budget/Encumbrance, Create Requisition, How-To, Requisition Import, Requisition Processing, Requisition Web Services, White Paper in Procurement > Self Service Procurement public
    Title:
    Purchase Requisition budget check for CAPEX purchases
    Summary:
    Budget needs to be checked for CAPEX Purchase
    Content:

    The client has a budget for every Capital Expenditure (CAPEX) . They track based on certain categories. For example vehicle budget. At the time of the request , amount  needs to be checked against the budget.

    When raising a purchase requisition the user normally enters the asset clearing account for the charge account. This is to ensure the FA clearing account selected in the process of asset addition.

    How to check the budget against the relevant account at the time of purchase requisition.

    Version:
    19B
  • 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.

     

  • 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)?