Posts

Posts

  • Arun
    Supplier Descriptive flexfield parameters35.0
    Topic posted December 7, 2018 by ArunRed Ribbon: 250+ Points, tagged Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Descriptive flexfield parameters
    Summary:
    Attributes available for Supplier DFF
    Content:

    Hello,

    Requisition attributes are enabled as descriptive flexfield parameters in release 12.  https://cloudcustomerconnect.oracle.com/posts/01c6c571c3

    Similarly, are there any Supplier attributes that have been enabled for Supplier Descriptive Flexfield parameters

    Thanks,

    Arun

     

  • Arun
    Supplier Change Request Approval Task Actions35.0
    Topic posted November 30, 2018 by ArunRed Ribbon: 250+ Points, tagged Setup, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Change Request Approval Task Actions
    Summary:
    Action List is incomplete
    Content:

    Hello,

    The Supplier Change Request Approval Task Actions does not list all the actions enabled under this task in BPM.

    Example: In BPM, Delegate option is marked to assignees who have access to this notification. But the worklist for the assignee does not list Delegate as an option for this task.

  • Arun
    Manage Supplier Profile Change Approvals - Rules85.0
    Topic posted November 29, 2018 by ArunRed Ribbon: 250+ Points, tagged Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Manage Supplier Profile Change Approvals - Rules
    Summary:
    Configure Rules for FSM Supplier Profile Change Request Approvals
    Content:

    Hello,

    We are attempting to add custom rules to the Supplier Profile Change Approval Task in FSM. Is there any documentation that lists how custom Rules can be created?

    We have tested conditions in BPM for this Profile Change Request Approval Task. Support does not recommend this approach at this time.

    Thanks!

    Version:
    Procurement 11.13.18.10.0
  • Aishwarya Pawar
    Importing Supplier Bank Accounts using FBDI25.0
    Topic posted November 16, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged How-To, Import, Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Importing Supplier Bank Accounts using FBDI
    Summary:
    Importing Supplier Bank Accounts using File-Based Data Import
    Content:

    A supplier's bank accounts can be maintained at the supplier header, address or site levels. While the accounts can be added manually, you can also use file-based data import templates to add new bank accounts for a given supplier or any of its supplier sites.

    The most recent template is available on Oracle Help Center here.

    Here is a screenshot for quick reference:

    image2018-11-14_11-48-58.png?version=1&modificationDate=1542224938000&api=v2

  • Shivani Roy
    Points to consider when importing supplier attachments using...5.0
    Topic posted October 31, 2018 by Shivani RoyBronze Medal: 1,250+ Points, tagged How-To, Import, Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Points to consider when importing supplier attachments using Import Supplier Attachments FBDI template.
    Summary:
    Here are some useful tips for importing supplier attachments using the supplier attachments import template:
    Content:

    1. Pick the correct template as per your quarterly update. Refer to this post to access the correct FBDI template for your quarterly update:

    Where can I find FBDI Import templates for my current quarterly update?

    2. In general an import job can complete successfully and still have error status even if one of the records failed to import due to incorrect data provided. Check the report to ensure all attachments are    imported successfully and identify any failed records.

    3. The Supplier Attachment Import template contains three individual worksheets for importing supplier profile, supplier site and business classification attachments.The instructions to run the import are given in the ‘Instructions and CSV Generation’ worksheet of the import template.Do not delete worksheets corresponding to levels of attachments that you do not intend to import. Delete only the sample data from these unused worksheets.

    4. For a file attachment consider the following points:

    • Limit the number of attachments in each .zip file to less than 300.
    • Reduce the number of attachments in the .zip file even further if the .zip file size is more than 1.5GB. Use one or more zip files for each batch and use batch name as part of zip file name for ease of data entry in the spread sheet.
    • Execute import in multiple smaller batches as opposed to a single big batch to expedite the import process.
    • Make sure the zip filename matches the zip file uploaded in the UCM server.
    • Make sure the ‘File/Text/URL*’ column value in the spreadsheet has the full folder hierarchy of the attachment file inside the zip folder including subfolders if any. Take a look at the example below.

                             e.g: we have a zip file named: Policies.zip

                                    Subfolder: SupplierPolicies is a subfolder in the zip file

                                    File Name: Terms.doc is the file inside the subfolder

                                    Input for column ‘File/Text/URL*’: SupplierPolicies/Terms.doc

                                    Input for column ‘File Attachments .ZIP’: Policies.zip

    • Some of the special characters are currently not supported for a filename:

               <  >  *  ?  |  ;  "  :  /  \\  %  $  ( )

     

    Readiness training video is available for further reference: Supplier Attachments Import

    Tips on general supplier import: Supplier Import Tips

  • Faye Karas
    How to Configure Foreign Suppliers for 1042-S Reporting3
    Topic posted October 19, 2018 by Faye KarasBronze Medal: 1,250+ Points, tagged Supplier Profile Management in Procurement > Supplier Management public
    Title:
    How to Configure Foreign Suppliers for 1042-S Reporting
    Summary:
    How to Configure Foreign Suppliers for 1042-S Reporting (Form 1042-S, also "Foreign Person's U.S. Source Income Subject to Withholding", is used to report any payments made to foreign persons. )
    Content:

    How to Configure Foreign Suppliers for 1042-S Reporting.  Form 1042-S, also "Foreign Person's U.S. Source Income Subject to Withholding", is used to report any payments made to foreign persons.

    Version:
    Oracle Cloud Fusion R13
  • Juan David Cantillo Hincapie
    Supplier merged is still appearing in AP transactions13.0
    Topic posted October 7, 2018 by Juan David Cantillo HincapieBlue Ribbon: 750+ Points, tagged How-To, Supplier Merge, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier merged is still appearing in AP transactions
    Summary:
    Why supplier merged is still appearing in AP transactions?
    Content:

    Why a supplier that was merged with another and its status is inactive, still appearing in the AP (Accounts payables) transactions?. For example for make a manual payment. The both suppliers are display, when should be only one.

    How I can disable in AP transactions the old supplier that is already merged.

    Thanks, Juan David

    Version:
    Oracle Cloud Revision 13.18.05 (11.13.18.05.0)
    Image:
  • Chetan Ullal
    Can we use one Supplier Site across multiple BU's13.0
    Topic posted October 1, 2018 by Chetan UllalGreen Ribbon: 100+ Points, tagged Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Can we use one Supplier Site across multiple BU's
    Summary:
    Can we use one Supplier Site across multiple BU's
    Content:

    In the Business Scenario below

    * 5 BU’s in the organization

    DAS
    CSI
    GAP
    LAB
    STTREAS
    * Each BU is its own Requisitioning BU and Procurement BU.
    * supplier has a single physical address,
    * one supplier site assigned to Procurement BU-DAS
    * For this site the site assignments are made to all 5 BU’s
    * Internal Catalogs are created in the DAS BU and shared across all other 4 BU’s

    We are NOT using Centralized Procurement. Each BU is its own Requistioning and Procurement BU

    1. How can I create the requisition in the CSI BU for this supplier and supplier site setup , and have the Purchase order generated in the CSI BU?

    2. For this supplier and supplier site setup can we use the site associated with the DAS Procurement BU, to create and manage negotiations in the CSI BU?

    Version:
    13
  • Dharma Shanmugam
    One supplier user to access multiple suppliers'...4
    Topic posted September 26, 2018 by Dharma ShanmugamSilver Medal: 2,000+ Points, tagged Security, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    One supplier user to access multiple suppliers' documents
    Summary:
    One supplier user to access multiple suppliers' documents
    Content:

    We procure material from a big conglomerate. For different tax payer ID's, we defined different suppliers. But they all belong to this parent supplier. 

    Now the question is how can we create one supplier user who would have access to the RFQ's and PO's for all the suppliers for this conglomerate?

    For example, if there are 5 suppliers for this conglomerate and they are 3 users, how can these 3 users access the RFQ's and PO's for all these 5 suppliers? Note we cannot create 15 different supplier user accounts as we use email ID's as the SSO. 

    Version:
    R13-18A
  • Piyush Singh
    Approval Configuration for Supplier Profile Change Requests15.0
    Topic posted September 26, 2018 by Piyush SinghGold Trophy: 10,000+ Points, tagged Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Approval Configuration for Supplier Profile Change Requests
    Summary:
    Understanding the impact of setup task Configure Supplier Registration and Profile Change Request on the approval routing of supplier profile change requests.
    Content:
    Supplier Profile Change Request is a document that consolidates all the changes from a supplier user, either directly through profile edit in Supplier Portal or through questionnaire or negotiation response, and route it for approval.
     
    The change request approval is determined through two setup pages. The first one determines if an approval is required or not. If from the first setup, application identifies that approval is required, then it uses the second setup to determine the approvers for the change request.
    The setup pages are:
     
    1. Configure Supplier Registration and Profile Change Request, and
    2. Manage Supplier Profile Change Approvals
     
    This post intends to provide details for the first setup task i.e. Configure Supplier Registration and Profile Change Request. We will cover details for the second setup task i.e. Manage Supplier Profile Change Approvals in another topic.
     
    Configure Supplier Registration and Profile Change Request
    This is the first setup that determines whether a supplier profile change request requires approval. Oracle Procurement Cloud gives you the flexibility to configure approval required only for supplier profile entities that you consider as important for collaborative review and approval process. For the entities that you consider as not so important for reviewing changes, you can configure them as approval not required. You also get the flexibility to configure the approval requirement for the supplier profile change requests based on supplier’s business relationship.
     
    Use cases to explain the setup behavior:
     
    Use case 1:
    For all suppliers i.e. Prospective as well as Spend Authorized, you do not want approval for changes to supplier Contacts and Addresses, but you want approval for all other supplier entities.
    In the setup page, for both the business relationships, configure Contacts and Addresses as No Approval Required. Configure all other entities as Approval Required. With this setup, application will apply directly (auto approve) a change request with changes only to supplier contacts or supplier addresses or these two combined. Change request with changes to any of the other entities will be routed for approval.
     
    Use case 2:
    For Spend Authorized suppliers, profile changes to only Bank Accounts and Products and Services require approval.  For all Prospective suppliers, profile changes to only Products and Services require approval.
    In the setup page, under Spend Authorized business relationship, configure Bank Accounts and Products and Services as Approval Required and all other entities as No Approval Required. Under Prospective business relationship, configure Products and Services as Approval Required and all other entities as No Approval Required. With this setup, whenever spend authorized supplier’s bank accounts or products and services are changed, application will route the changes for approval. If for same suppliers, changes do not include bank accounts or products and services, application will apply directly (auto approve) the change request. Similarly for prospective suppliers,  if a change request has products and services changes then application will route the request for approval otherwise it will directly apply (auto approve) the change request.
     
    When evaluating a change request, if application identifies the need for approval based on this setup, it will route the change request to approvers as configured on the approvals setup task Manage Supplier Profile Change Approvals.
     
    Best Practice:
    Evaluate your business and utilize the options available to configure whether changes to supplier profile entities require approval or not.
    This will:
    1. Improve the turnaround time,
    2. Lower the change requests count that approvers will have to review and approve, and 
    3. Reduce the overhead for Supplier Administrators or Supplier Managers following up with approvers to get the profile changes dispositioned.