Posts

Posts

  • Ashok
    Update 20A: New Features Summary Published
    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.

  • Jon Kelly
    How to default the ship-to location on XML order placed...15.0
    Topic posted December 5, 2019 by Jon KellySilver Trophy: 7,500+ Points, tagged How-To, Orders, Setup in Procurement > Purchasing public
    Title:
    How to default the ship-to location on XML order placed through OSN
    Content:

    We are in the process of creating a punchout catalog where we want to only have one specific ship-to location. Regardless of what the user chooses on the requisition, the order should always ship to a specific site. In the XML, I can see the ShipToLocationId value, and I'm trying to find a way to default that. We are on 19D and using OSN for the first time. Has anyone done this and able to provide some guidance? Thanks for your help!

    <ns1:ShipToLocationId>300000006760780</ns1:ShipToLocationId>

    Jon

  • Mukund Kudrimoti
    Disable auto numbering for POAnswered35.0
    Topic posted December 5, 2019 by Mukund KudrimotiRed Ribbon: 250+ Points, tagged Orders, Setup in Procurement > Purchasing public
    Title:
    Disable auto numbering for PO
    Summary:
    Disable auto numbering for PO
    Content:

    Hello,

    We need to convert POs from legacy system. We need to maintain the legacy PO numbers for the converted POs and then start auto numbering for any POs created thereafter.

    Please let me know if anyone has done this and the details process/documentation

    Regards,

    Mukund

    Version:
    19C
  • 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

  • Vikram Raghunathan
    Ability to have dynamic prefix to purchase order number3
    Topic posted December 3, 2019 by Vikram RaghunathanRed Ribbon: 250+ Points, tagged Setup in Procurement > Purchasing public
    Title:
    Ability to have dynamic prefix to purchase order number
    Summary:
    Ability to have dynamic prefix to purchase order number
    Content:

    We have a requirement for one of our clients where in we are required to prefix the warehouse code to the purchase order number.  Say for example we have 3 warehouse codes E62, A66, N21. The purchase orders which are going to deliver to these warehouses should have the warehouse code as prefix to the PO Numbers

    Examples

    Purchase orders for E62

    E62-000001, E62-000002, E62-000003..

    Purchase orders for N21

    N21-0000001, N21-0000002

    Is there a way to achieve this.

    Version:
    19D
  • Angus little
    Editing Member Order - quicker solution than "move...45.0
    Topic posted December 3, 2019 by Angus littleGreen Ribbon: 100+ Points, tagged EPBCS, Integration, Planning, Setup, User Assistance in Enterprise Performance Mgmt > Planning public
    Title:
    Editing Member Order - quicker solution than "move up/down" button in the dim editor?
    Summary:
    DM metadata load puts new members at bottom. How to quickly re-order?
    Content:

    We are updating metadata via DM jobs, which seems to put new members at the bottom of the hierarchy under the given parent.

    For a couple of our dimensions a single parent holds all the members, ie, job codes, component (salary grades).

    I just want to keep the members in alphabetical order.

    It seems that I have to use the dimension editor, select the new member and click the "move up" button a thousand times (nb: slight exaggeration)..

    Any better suggestions?

  • Andy Tauro
    Assigning Predefined Role via REST API is not reflected in...2
    Topic posted December 2, 2019 by Andy TauroSilver Medal: 2,000+ Points, tagged EPBCS, EPM Automate, Integration, PBCS, Planning, Security, Setup in Enterprise Performance Mgmt > Planning public
    Title:
    Assigning Predefined Role via REST API is not reflected in My Services
    Summary:
    If we assign a user a role to an app via REST API, the job 'succeeds' and user shows up in app, but the role assignment is not reflected in My Services
    Content:

    We are working on scripting the process of creating new users and provisioning them to one or more applications. We are able to use the EPM Cloud Rest API to create the user, but when we try to assign a predefined role to the user, such as 'User' or 'Viewer', the job results say "Succeeded", matching the row counts from the uploaded file. But the role assignment is not reflected in My Services. I don't think there is a way to see the job status details for "Manage Users" jobs, is there? Like "Import Data" jobs will show the first 5 kickouts in the job status details. But I cannot find a similar URL for this.

    When we checked the "Assign Application Role" screen and the user does show up. When we check the canned groups that are created to correspond to the predefined roles, sure enough, the user is in there. But My Services does not seem to get updated. Is this normal? I have a feeling that when we first tested this when it was released last year, the update was reflected in My Services too. But I have no way of verifying. 

    We have tried waiting overnight, after the user creation, to assign the role, and it doesn't make a difference. The application that this testing is being conducted in is an EPBCS (legacy SKU) application. Unfortunately, we didn't do this testing before the Nov'19 patch, so have no way of knowing if this last patch had any impact on this.

    Version:
    19.11
  • Leigh Holling
    Attachments to Purchase Order5
    Topic posted December 2, 2019 by Leigh HollingRed Ribbon: 250+ Points, tagged Orders, Public Sector, Setup in Procurement > Purchasing public
    Title:
    Attachments to Purchase Order
    Content:

    When Purchase orders are been created on the system it is attaching any attachment that is atttached to the site of the supplier the Order is raised for.

     

    How do we disable attaching anything from Suppliers to Purchase Orders.


    Thank you

    Version:
    19C
  • Ashok
    Suggested Buyer vs Assigned Buyer on a Requisition
    Topic posted November 30, 2019 by AshokBlack Diamond: 60,000+ Points, tagged FAQ, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Suggested Buyer vs Assigned Buyer on a Requisition
    Summary:
    Suggested Buyer vs Assigned Buyer on a Requisition
    Content:

    Support

    This is an article that I expect will serve a helpful purpose when you triage customer issues relating to the attribute Suggested Buyer or Buyer on a requisition line. Here are some salient aspects for consideration:

    1. Buyer is an attribute whose primary purpose is to determine who processes the purchase order that is created for the requisition in question

    2. Fusion Self Service Procurement allows users to specify a suggested buyer (through additional personalization) or has the system derive one if the user does not wish to specify one explicitly. The former is called 'Suggested Buyer' and the latter 'Buyer' to distinguish it for the user on the UI

    3. A buyer is derived automatically not on saving a requisition but on submitting the requisition. The system calls the buyer assignment rules to determine if a valid buyer can be assigned (called Assigned Buyer in the system and populated in the Buyer field on the UI). Obviously, if the buyer assignment rules do not produce a valid buyer, there are other derivation steps that have been detailed in a previous article (https://cloudcustomerconnect.oracle.com/posts/aae98157bc)

    4. User can manually provide a buyer to the requisition line (Suggested Buyer). But the field must first be personalized into the Edit Requisition page. Now, if the user enters the Suggested Buyer in the Enter Requisition Line page ,obviously, this value will carry to the Edit Requisition flow

    5. When you copy a requisition, the original buyer value is always retained unless it is invalid at the time of processing the new requisition

    6. A Suggested Buyer is just that - a suggestion from the Requester. While in most cases, the recommendation comes out of  specific knowledge at the behest of the requester, the buyer still has to determine if this is the right person to process these requisitions

    7. If the customers ask why this is still only available through personalization, it is worth understanding the design principle: Most requesters are not interested or qualified to propose a buyer that ought to process their requisitions. The buying organization determines this through various factors. By default, there is limited value in allowing this field to be exposed to all requesters and perhaps creating an impression that a value is expected to be provided when the system has a myriad set of computing algorithms to figure this out on its own. Hence, for those exception scenarios where the requester is qualified to suggest a valid buyer, the additional bit of effort to expose the attribute is expected.

    8. Additional articles of value: 

    https://cloudcustomerconnect.oracle.com/posts/d4f89f0e38

  • Ashok
    Configure Implicit Data Access to Requisitioning BUs for...5.0
    Topic posted November 30, 2019 by AshokBlack Diamond: 60,000+ Points, tagged How-To, Setup in Procurement > Self Service Procurement public
    Title:
    Configure Implicit Data Access to Requisitioning BUs for Users
    Summary:
    How to enable implicit data security and access to Requisitioning BUs to Users
    Content:

    Context:

    In a recent customer post, this question was raised. This document prescribes the steps required to enable implicit data security policies to users. The key here is to note that this configuration works really well when such access is non-discretionary, i.e. the users in question must have access to the entities as a matter of policy and not by choice.

    The document provides a step by step configuration for one specific example that you can then leverage to implement requirements that are specific to your organization.

    Business Requirement:

    For example, if every user with the US business unit in primary worker assignment can manage requisitions in both the US and Canada business units without discretion, it is more efficient to provide access to the Canada business unit by configuring a new data security policy rather than creating an explicit assignment for every user in the US business unit.