Posts

Posts

  • Puneet Pareek
    Multiple Natural Account Segment Selection In Charge Account...75.0
    Topic posted November 28, 2019 by Puneet PareekRed Ribbon: 250+ 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
  • Ivan Pena
    How to enable sourcing of purchase orders to future dated...25.0
    Topic last edited November 29, 2019 by Ivan PenaBronze Crown: 15,000+ Points, tagged Agreements, How-To, Orders, Setup in Procurement > Purchasing public
    Title:
    How to enable sourcing of purchase orders to future dated agreements
    Content:

    Business case

    When a purchase order sourced  to a purchasing agreement is submitted for approval, Oracle Purchasing Cloud validates that the requested delivery dates on the purchase order schedules fall between the effective dates of the source agreement. Instead, you may want to enable the use of future dated agreements, so that a purchase order can be sourced to a purchase agreement that is not yet effective.

    Solution

    You can use the profile option "PO_REQUESTED_DELIVERY_DATE_VALIDATION" to relax the validation that the requested delivery date must be within the source agreement's effective dates. This applies to both contract purchase agreements (CPA) and blanket purchase agreements (BPA.)

    When this profile option is disabled (i.e, set to No) you can allow submission of purchase orders having purchase order schedules with requested delivery date before the source agreement's start date. 

    Example

    You have created the  following agreements for the same supplier, item, and UOM:

    Agreement Number
    Start Date
    End Date
    123 01-JAN-2019 30-JUN-2019
    456 01-JUL-2019 31-DEC-2019

    A PO with requested delivery date of 01-AUG-2019 will fail submission validation if agreement 123 is referenced, regardless of the profile option setting.

    A PO with requested delivery date of 01-MAY-2019 will fail submission validation if agreement  456 is referenced and the profile option is enabled, but will pass submission validation if the option is disabled. 

    How to set up

    You can go to the Manage Purchasing Profile Options page, select the profile option PO_REQUESTED_DELIVERY_DATE_VALIDATION, set the value to No, and save. Refer to the screenshot for an example. 

    Image:
  • vinay Menon
    Docusign Integration with Purchase Orders1
    Topic posted Yesterday by vinay Menon, tagged Setup in Procurement > Purchasing public
    Title:
    Docusign Integration with Purchase Orders
    Summary:
    1. Is the OIC Adapter for DocuSign required? As per the documentations, It seems to be a direct integration between Procurement Cloud and DocuSign.
    Content:

    Can anyone confirm 

    1. Is the OIC Adapter for DocuSign required? As per tdocumentations,  It seems to be a direct integration between Procurement Cloud and DocuSign.
    Version:
    19 C
  • Nishanth B Jain
    Award Negotiation Export4
    Topic posted February 13, 2019 by Nishanth B JainSilver Crown: 22,500+ Points, tagged BI Publisher Reports, Business Intelligence, Customization, FAQ, How-To, Negotiation Award, Negotiation Creation, Setup, Sourcing Programs, Spreadsheet Related in Procurement > Sourcing public
    Title:
    Award Negotiation Export
    Content:

    Hello,

    Can we edit Award By Spreadsheet. Is there any report for this?

    If yes, where we can find the data model for this export.

    Thanks,

    Nishanth

    Image:
  • Akash Jadhao
    Change Order Cost Center manager Approval at line level14
    Topic posted November 6, 2019 by Akash JadhaoRed Ribbon: 250+ Points, tagged Approvals, Approvals/Notification, Fusion, How-To, Setup in Procurement > Purchasing public
    Title:
    Change Order Cost Center manager Approval at line level
    Summary:
    Whenever there is change order happens against PO and changes done at line level the change order should follow newly added line cost center manager approval hierarchy not the existing lines
    Content:

    There is change order(XX)exist against PO (***) and which are having status either Incomplete/Pending Approvals or Approved.

    Requirement : If new line are been added in to change order(XX) then it should always follow the newly added lines (cost center) approval hiearachy. 

    Rules are written on amount changed at header level including the cost center numbers with respect cost center manger approvals and which is working fine.

    User needs that,if there is additonal line added in the change order then it should only follow the added lines cost center manager approvals not the exisiting lines cost center approvers.

    Is there any attributes where We can compare the cost center with existing lines cost center and build approval hieararchy around it.

    Can any one help on the same.

     

     

    Version:
    Fusion 19C
    Image:
  • Ashok
    Update 20A Feature: Import Packaging String through...
    Topic posted December 8, 2019 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Setup in Procurement > Self Service Procurement public
    Title:
    Update 20A Feature: Import Packaging String through Agreement Loader
    Summary:
    Update 20A Feature: Import Packaging String through Agreement Loader
    Content:

    Customers / Support

    As you are aware, in Update 19D, we released the feature that would allow requesters to search for agreement lines that would display packaging string details that were captured on the agreement line.

    This feature was available through the UI where the buyer or the procurement administrator responsible for creating agreements manually entered packaging string details on the relevant agreement lines through the UI.

    In Update 20A, this has been extended to make it easier to manage via the Agreement Loader. Here are additional details:

    ===========================================================================================

    You can use a product packaging string to let users know the exact quantity of items they are purchasing, especially when the UOM displayed on the search results page is different from the user's consumption UOM. You can now upload the Packaging String attribute through the Agreement Loader process for description-based lines. It’s an optional text attribute with 240 characters as the maximum allowed length. Here are the different formats you can use to upload the Packaging String attribute: 

    • Tab-Delimited Text: A new column Packaging String is introduced in the text template that can be downloaded using the Download resources button on the Upload Lines screen. 
    • Oracle XML: The value for the packaging string can be provided using the NAMEVALUE tag for each item (Parent Tag ITEM).
    • cXML: The value for the packaging string can be provided using the Extrinsic tag for each item (Parent tag ItemDetail).
    • CIF: In a CIF file, a new field can be added with title Packaging String and the value provided for the field will be uploaded. The other method is to use the Parametric Data column.

     

    NOTE: In all the four formats, you can provide the name of the attribute as Packaging String or PACKAGING_STRING.

     

  • Ashok
    Update 20A Feature: Using Oracle Content and Experience...
    Topic last edited December 8, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Setup in Procurement > Self Service Procurement public
    Title:
    Update 20A Feature: Using Oracle Content and Experience Cloud (OCE) for Hosting Catalog Images
    Summary:
    How to use OCE for hosting catalog images
    Content:

    Customers 

    The Oracle Fusion Self-Service Procurement shopping experience is enhanced when requesters can view catalog product images while shopping. Catalog Administrators can associate images with agreement items, smart forms, punchout items, and browsing categories. Oracle Content and Experience is a cloud-based content hub to drive omni-channel content management and to accelerate experience delivery. It offers powerful collaboration and workflow management capabilities to streamline the creation and delivery of content and improve customer and employee engagement.

    You can now use Oracle Content and Experience Cloud to associate images with agreement items, smart forms, punchout items, and browsing categories. This ensures a better shopping experience for users as they can view catalog product images while shopping. Also, with Oracle Content and Experience Cloud, you have a better IT security as the images are stored and consumed in Fusion Applications, you don’t need to access third-party websites to store images. This is helpful, especially if access to third party websites is blocked.

    Please review the attached whitepaper for details on implementing this feature. The whitepaper is also available through support here: https://mosemp.us.oracle.com/mosspui/src/main/container/index.html#/

  • 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.

  • Joseph Ip
    Can EPM Cloud -My Service connect to multiple IDCS?1
    Topic posted December 4, 2019 by Joseph IpRed Ribbon: 250+ Points, tagged Infrastructure Security, Security, Setup in Enterprise Performance Mgmt > Security and Infrastructure public
    Title:
    Can EPM Cloud -My Service connect to multiple IDCS?
    Summary:
    Can EPM Cloud -My Service connect to multiple IDCS?
    Content:

    Hi Folks,

    According to my understanding, once I login to My Services, I can see the TEST instance and PROD instance.  However, we would like to configure TEST instance with TEST IDCS instance and PROD instance with PROD IDCS instance.  Is it possible?

    Regards,

    Joseph

  • 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)