Posts

Posts

  • Rizwan Basha
    Adding Image for Smart forms not working3
    Topic posted January 17, 2019 by Rizwan BashaBlue Ribbon: 750+ Points, tagged Create Requisition, Manage Procurement Catalog, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Adding Image for Smart forms not working
    Summary:
    Adding Image for Smart forms with image url does not display the image on Requisition page
    Content:

    Url added on smartform setup. however, no preview is displayed. See attached.

    url used: https://goo.gl/images/8EPno8

    On the requisition page, no image displayed rather the smartform text link is displayed twice (Recent Purchase and Recently Viewed')

    Shouldn't it display image under 'Request Forms' section?

     

    Image:
  • Kumar Dorairaj
    Amazon Punch Out4
    Topic posted August 28, 2017 by Kumar DorairajRed Ribbon: 250+ Points, tagged How-To, Manage Procurement Catalog, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Amazon Punch Out
    Summary:
    Issue getting UNSPSC catalog mapping for Amazon
    Content:

    We are trying to get hierarchical view of UNSPSC code, which shows the higher-level groupings of products from Amazon. The motive for this file is to have it cover all possible selection and we can map the whole set to reduce one-off operational maintenance.

    But we are told that this is something that we need to purchase from UNSPSC and have it map this to Amazon catalog by ourselves to its entirety.

    We are wondering is any of you have done Amazon Punch Out? Is there any other solution to accomplish this?

  • Ashok
    Announcing feature: Uploading Attachments to Requisitions...24.7
    Topic posted May 3, 2017 by AshokBlack Diamond: 60,000+ Points, tagged Requisition Web Services, Tip in Procurement > Self Service Procurement public
    Title:
    Announcing feature: Uploading Attachments to Requisitions Using ERP Object Attachment Service
    Summary:
    White Paper that explains how to use the ERP Object Attachment web service to upload attachments to Requisitions
    Content:

    Please review the support note that details the specifics of the attachment support:

    https://support.oracle.com/epmos/faces/DocumentDisplay?id=2261597.1

  • Harshith Eshwar Shaila
    Anomaly in Manage Approvals Workflow result (Edit...4
    Topic posted September 12, 2019 by Harshith Eshwar ShailaBlue Ribbon: 750+ Points, tagged Approvals, Approvals/Notification, Create Requisition, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Anomaly in Manage Approvals Workflow result (Edit requisition page, before Submitting).
    Content:

    Hi,

    I just came across an anomaly while creating Requisition Approvals (Edit requisition page, before Submitting). 

    I was creating the Approvals under Pre-Approval > Serial and was Routed with Job Level approach.

    When i used the Manage Approvals option (Edit requisition page, before Submitting), the workflow was showing fewer rules getting triggered than the actual number of rules which would have been triggered. But after submitting the Requisition, the Approval workflow would show as expected, all the rules which were suppose to be triggered were shown.

    I actually ended up wasting a lot of time depending on this option showing wrong flow even though it was right.

    So my question is the Manage Approvals option (Edit requisition page, before Submitting) reliable ?

     

    Regards,

    Harshith E S

     

    Version:
    19C (11.13.19.07.0)
  • Ashok
    Attachment Upload Service Security Access for Requisition...5.0
    Topic posted February 15, 2019 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Requisition Processing, Requisition Web Services, White Paper in Procurement > Self Service Procurement public
    Title:
    Attachment Upload Service Security Access for Requisition Entities
    Summary:
    What security access is needed for uploading attachments for requisitions Content:
    Content:

    Recently, some customers could not upload attachments to requisition due to the error:

    "User do not have access to upload attachment for Entity: POR_REQUISITION_HEADERS".

    In order to have access to the upload attachment service operation, and to the requisition entities, the user that can perform the operation should be granted the following duty roles:

    Role Name: ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY, FSCM Load Interface Administration

    Role Description: Manages load interface file for import.

    Role Name: ORA_POR_REQUISITION_SELF_SERVICE_USER_DUTY, Requisition Self Service User
    Role Description: Manages requisitions including creating, searching, and viewing requisitions, creating Non Catalog requests,
    creating requisitions with one-time locations, and changing deliver-to locations on requisition lines.

    NOTE: Our white paper Uploading Attachments to Requisitions Using ERP Object Attachment Service was fixed accordingly, and it is uploaded with this article for your reference.

  • 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.

  • 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.

     

  • Kunal Dave
    Browsing Catalogs missing from Requisitions page: Shop by...3
    Topic posted July 2, 2019 by Kunal DaveGreen Ribbon: 100+ Points, tagged Create Requisition, How-To, Manage Procurement Catalog, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    Browsing Catalogs missing from Requisitions page: Shop by Category - Top Categories,
    Summary:
    Not able to add catalogs to Requisitions Home Page
    Content:

    Not able to add catalogs to Requisitions Home Page using the Shop by Category or Top Categories section. Setup same as another environment where functionality is working. Please advise.

     

    Thanks,

    Kunal

  • Ashok
    Critical Bug Fix 19C: Requisitions can source Agreements...5.0
    Topic posted June 23, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Requisition Web Services, Tip in Procurement > Self Service Procurement public
    Title:
    Critical Bug Fix 19C: Requisitions can source Agreements expiring on system date
    Summary:
    Allowing Agreements expiring on system date to be sourced on Requisitions
    Content:

    Customers / Support

    This has been a requirement that had previously caused issues for a few customers. This bug fix resolves the issues of disallowing agreements that are still valid as of the system date to be sourced onto requisitions.

    Business Problem:

    This customer used the shopping home page to search for a BPA backed item. In the search results, the system displayed the item and the relevant agreement reference. However, on adding to cart, the auto sourcing process removed the agreement. 

    Why? 

    The design did not consider agreements expiring the same day (end of day). It excluded the current day that resulted in the agreement not being sourced.

    Fix:

    The bug has been resolved. Now, if the user were to use the Enter Requisition Line flow or the Shopping flow, the system will source the agreement that expires on the same day (system date). An agreement is considered valid even if it expires on the system date as it is valid until the end of that date.

  • Ashok
    Default of the Supplier Site Agreement in Purchase...15.0
    Topic posted July 19, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, How-To, Requisition Web Services, Setup in Procurement > Self Service Procurement public
    Title:
    Default of the Supplier Site Agreement in Purchase Requisitions
    Summary:
    How does the supplier site default to requisition lines
    Content:

    Business Context:

    We have recently seen a few customers observe that even though they change the supplier site on a blanket agreement, the new site is not defaulted to the requisition line.

    Analysis:

    Procurement agents create supplier purchase agreements and they can specify the client requisitioning business units that can purchase using the supplier agreement. Now, the agreement has several regions and tabs. In the main tab, the purpose of providing a supplier site is to determine certain default options such as currency, communication method, supplier acknowledgement, etc. It will default as the purchasing site in the control tab, if the procurement BU of the agreement is also a requisitioning BU. 

    Important: The supplier site in the main tab is not the site that defaults to the requisition in Self Service Procurement.

    Then where?

    On the Controls tab of the agreement, in the Business Unit Access region, you specify the client requisitioning BU and provide the supplier site, ship-to location, and bill-to location for requisitions and purchase orders created for these client business units.

    When you create requisitions in a requisitioning BU and use an agreement, the supplier and supplier site default from the agreement. The supplier site used in requisitions is the one defined in the Controls tab of the agreement for the client requisitioning BU that is active in the  Requisition's user's preferences.

    Important: When you do a change order in the agreement to change the site in the main tab, the site in the controls tab will not automatically change based on the site of the main tab. This is probably why these customers don't see their change reflected on their requisitions. So, if you want the new site to apply to your requisitions, you must make the same change in the Controls tab of the agreement as well.

    NOTE: 

    When the supplier has multiple sites, you can check the option Allow ordering from unassigned sites on the Controls tab of the agreement. This option will allow requesters to choose any valid supplier site in the requisitioning Business Unit when creating requisitions. This capability is enabled when ordering using a smart form with a CPA, or through the Enter Requisition Line page.