Posts

Posts

  • Ashok
    How to resolve funds not released issues on canceled...35.0
    Topic posted August 11, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Budget/Encumbrance, FAQ, How-To, Public Sector, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    How to resolve funds not released issues on canceled requisitions
    Summary:
    How to resolve funds not released on requisitions that are canceled
    Content:

    Problem Statement:

    Today, you can cancel requisitions even if during the process, budgetary control fails to release funds reserved against the requisition. We allow this behavior because we do not want the requisitions to be placed on purchase orders that are no longer needed and reach the suppliers. 

    Solution proposal:

    1. As discussed in a previous article, the first step is to run the Cancel Requisition Lines in Spreadsheet from Fusion Self Service Procurement to see all open commitments that need to be liquidated in a given period

    2. You then have to decide whether to cancel these requisitions or place any approved ones on a purchase order.

    3. You can set the Budgetary control default date rule to 'System Date' as opposed to 'Current Transaction Budget Date'. This will ensure that any cancellations will have the funds released in the current period.

    NOTE: 3. is set up in the FSM Task 'Manage Budgetary Control'

    4. In the event that a requisition is canceled but the funds are not released because of a closed period, you can adopt the following process:

    a) Create a report using OTBI to see all requisition distributions with Fund Status of 'Failed'. (These are the distributions that are holding funds)

    b) Create a manual encumbrance commitment journal entry for Encumbrance Accounting reversals (If applicable)

    c) Manually fix the budget

    We do not expect that you will have too many of requisitions in this status but if you do, this is the recommendation.

    We are reviewing ideas to enhance these processes including a funds check warning upon cancellation of requisitions or other alternatives. Goes without saying these are merely ideas at this time not time bound proposals.

    Hope this article is helpful. Do let us know with your comments and ratings.

  • Karthikeyan Sukumar
    Error while Approving the Requistions through MobileAnswered8
    Topic last edited December 5, 2019 by Karthikeyan SukumarGold Trophy: 10,000+ Points, tagged Approvals, Approvals/Notification, Create Requisition, How-To, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    Error while Approving the Requistions through Mobile
    Content:

    Hi All

    Any one faced the below issues when approving the requisitions through mobile.

     

    The message you sent appears to be un-solicited. If you are responding to a notification, use the response link that was included with your notification.

    The NID string in response message appears to be corrupted/missing. Ensure that the NID string not modified and contains both beginning and ending 'NID'.

    ​Thanks!

    ​Karthik

  • Farooq Haider Syed, PMP
    Requisition approver is not able to view the requisitionAnswered54.0
    Topic posted November 26, 2019 by Farooq Haider Syed, PMPBlack Diamond: 60,000+ Points, tagged Approvals, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Requisition approver is not able to view the requisition
    Summary:
    Requisition approver is not able to view the requisition while trying to open from the notification link
    Content:

    Requisition approver is not able to view the requisition, line managers are the approvers without having procurement request. so they are getting the notification for approver but when they are trying to view the requisition after clicking on the link in the notification, requisition is not opened.

    what are the roles required to view the requisition.

    Image:
  • Puneet Pareek
    Multiple Natural Account Segment Selection In Charge Account...65.0
    Topic posted November 28, 2019 by Puneet PareekGreen Ribbon: 100+ Points, tagged Create Requisition, FAQ, How-To, Requisition Import, Requisition Processing, Setup, Tip, White Paper in Procurement > Self Service Procurement public
    Title:
    Multiple Natural Account Segment Selection In Charge Account based on the Purchase Category in Requisition Screen
    Summary:
    Restrict the GL Code - Natural Account Segment while punching a requisition based on the Purchase Category selected
    Content:

    Hi All,

    We have a business requirement to manually select the Natural Account manually based on the Purchase Category. For example Category X --> 4 Natural Accounts available for selection; Category Y --> 3 Natural Accounts. 

    Currently, we already have two segments open for edits via DFF Functionality wherein the DFF values captured by requester is fed as a source to charge/expense accounts. Similarly business wants to add one more DFF Attribute for Natural Accounts which should display only GL Codes/Accounts which are mapped to that category and should be open for selection by the requester.

    Has anyone faced this business scenario or implemented such solution before ? It would be great if we can get some pointers on the same.

    If we take the DFF Approach, i am sceptical if Natural Account valueset can be generated based on the category being selected in the purchase requisition page.

    Regards,

    Puneet

    Version:
    19D
  • Alan
    PR Line Items Do Not Match PO Line Items10
    Topic posted August 10, 2018 by AlanSilver Trophy: 7,500+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    PR Line Items Do Not Match PO Line Items
    Summary:
    PR Line Items Do Not Match PO Line Items
    Content:

    Hi All,

    Has anyone else noticed that the PR Line Items do not match when the PO is created?

    For example:

    PR Line Item 1 = Software 

    PR Line Item 2 = Computer Equipment

    PR Line Item 3 = Computer Support

    When the PO is created, the Line Items are no longer in numerical order as it was entered during the PR phase, it seems to be sorted in Alphabetical Order.

    Is there way that we can make the Line Items on the PR, match the Line Items on the PO?

    Thanks!

    -Alan

  • Ashok
    Update 20A: New Features Summary Published5.0
    Topic posted December 6, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Update 20A: New Features Summary Published
    Summary:
    Update 20A: New Features Summary Published
    Content:

    Customers / Support

    Please be advised the New Features Summary that lists the features in the latest update: Update 20A is now published on the Cloud Readiness site. Here is a quick link:

    https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/nfs/proc/releases/20A/20A-procurement-nfs.htm

    For Fusion Self Service Procurement, the highlights include:

    1. Agreement Loader support to import Packaging String details

    2. Support master items and agreement based lines from a Punchout Site

    3. Hosting Catalog Images using OCE (Oracle Content and Experience)

    I will follow up shortly with detailed articles on a few of these.

    We expect these features are some of what customers have been requesting for a reasonable while and hopefully helps in your implementations.

  • Max Basandrai
    Close Purchase Order Status45.0
    Topic posted October 11, 2018 by Max BasandraiBlue Ribbon: 750+ Points, tagged Create Requisition, Financials, Fusion, Orders, Payables, Requisition Processing, Setup in Procurement > Purchasing public
    Title:
    Close Purchase Order Status
    Summary:
    Change status of Open PO to Closed
    Content:

    In Cloud R12, we were able to close a PO (change status from Open to Closed) and no AP Invoices were able to match.

    Now in R13 when the PO status changes from "Open to Closed", an AP Invoice can still be matched?

    Version:
    Revision 13.18.05 (11.13.18.05.0)
  • Steven Tokarski
    BPA Pricing is defaulting to Reqs/POs when no BPA is...195.0
    Topic posted November 14, 2019 by Steven TokarskiBronze Medal: 1,250+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    BPA Pricing is defaulting to Reqs/POs when no BPA is referenced in FBDI Upload of purchasing data
    Summary:
    BPA Pricing is defaulting to Reqs/POs when no BPA is referenced in FBDI Upload of purchasing data, this is causing the wrong pricing to appear on Reqs and Orders
    Content:

    We use BPAs to manage pricing by project and dates and reference those BPAs in our FBDI uploads. If there is no BPA referenced in the BPA field, but a valid BPA exists for the item/supplier combination, Oracle is by default pulling that pricing into our Reqs and POs. This is not desired, we are expecting the system default list pricing to populate. We need the option to leave the BPA field blank and pull in the default pricing.

  • Nadine Stephens
    Can we create purchase requisition from spreadsheet?7
    Topic posted December 3, 2019 by Nadine StephensGreen Ribbon: 100+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Can we create purchase requisition from spreadsheet?
    Summary:
    Upload data to create purchase requisition
    Content:

    We have a purchase requisition that will have over a thousand lines. Does Fusion have functionality to create purchase requisition from a spreadsheet? If so, please guide me to document needed to move forward. Thanks.

    Version:
    19D
  • Eren Göktepe
    PO or PR Approvals - Same Approvers need to be passed65.0
    Topic posted December 5, 2019 by Eren GöktepeRed Ribbon: 250+ Points, tagged Approvals, Approvals/Notification, How-To, Orders, Requisition Processing in Procurement > Purchasing public
    Title:
    PO or PR Approvals - Same Approvers need to be passed
    Summary:
    Same Approvers shouldnt approve or reject for PO or PR. One approve must be enoughf
    Content:

    Hi,

    I used 3 stage for PO and PR basicly. Like;

    Manager of Requester > Manager of Business > Project Manager

    These can be same users. Like Eren G. > Eren G. > Eren G

    When we faced like this case. I want to terminate with first stage. Its not necessary to send approval message again and again.

    How we can pass same users ?

     

    Thanks

    E.

     

     

     

     

     

    Version:
    Oracle Cloud Application 19C (11.13.19.07.0)