Posts

Posts

  • Sammy Bagchi
    Hide 'Announcement' on supplier portal login pageAnswered9
    Topic posted September 21, 2018 by Sammy BagchiBlue Ribbon: 750+ Points, tagged Supplier Communication, Supplier Profile Management, Supplier Registration in Procurement > Supplier Management public
    Title:
    Hide 'Announcement' on supplier portal login page
    Summary:
    Can we hide the announcement section that is displayed for the regular login under supplier portal login?
    Content:

    Can we hide the announcement section that is displayed for the regular login under supplier portal login?

    We are going live with supplier portal for our P2P process and noticed that the announcement section which is targeted for internal audience is displayed under the supplier portal login as well.

    Any trick or tips to hide it?

    We are on R13/18B Sep update.

    Sammy

    Image:
  • Arpan Chakrabarti
    Supplier Bank Account update5
    Topic posted August 22, 2018 by Arpan ChakrabartiGreen Ribbon: 100+ Points, tagged Customization, Fusion, How-To, Payables, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Supplier Bank Account update
    Summary:
    Letting Supplier create or update Bank Account at Site Level
    Content:

    Good Morning!

    Have a quick question and wanted to check if anyone had similar request from clients as this is the third time I am seeing this requirement. I know in Supplier Portal, Suppliers are only allowed to update records at header level. Which is fine, but one information which is Bank account has no relevance at header but Site. The question is can this be done or an enhancement request be created so that Supplier can select a BU and assign a Bank account to that BU on an ongoing basis using Supplier Portal. Currently Supplier adds a bank account it goes to header, and then the Vendor management team has to go and take that information and assign or create at the site level which seems redundant. Please share how you have tackled this in past and if you see a value in changing this particular feature ?

    Best,

    Arpan

  • Lisa Webb
    Procurement - Suppliers page "Aw, Snap!!13
    Topic posted August 20, 2018 by Lisa WebbRed Ribbon: 250+ Points, tagged Fusion, Supplier Creation, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Procurement - Suppliers page "Aw, Snap!!
    Summary:
    Procurement - Suppliers page intermittently does not load in Chrome browser
    Content:

    Procurement - Suppliers page intermittently does not load in Chrome browser.  The user gets the google chrome error page which reads: "Aw, Snap!  Something went wrong while displaying this webpage."  Right now, I only have one user reporting this.  When it happens again I'll see if I can find another user with access to the Suppliers area so they can see if the same behavior is happening on their machine.  I was just curious of there's any one else out there who might be seeing this too.  We've cleared the cache multiple times, rebooted the machine, verified google chrome browser is up-to-date.  We have not checked IE when the problem occurs, and most of our users do not have Firefox installed.

    Document:
  • Aishwarya Pawar
    Supplier Contacts Listing Report15.0
    Topic posted August 15, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management, Supplier User Account in Procurement > Supplier Management public
    Title:
    Supplier Contacts Listing Report
    Summary:
    Dashboard Displaying Supplier Contacts by Contact Status and User Account Status
    Content:

    This dashboard will allow you to retrieve a list of your supplier contacts and filter it by the Contact Status and User Account Status.

    The Contact Name and Phone columns of the report are designed to display the Name and Phone Number as concatenated values. The report can be updated to display other contact information such as Mobile and Fax easily.

    The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance.  Also attached is the Supplier Contacts Listing.catalog file to import the dashboard to your instance.

     

    image2018-8-14_22-37-47.png?version=1&modificationDate=1534311467903&api=v2

     

     

     

  • Shivani Roy
    Quick ways to search suppliers44.8
    Topic posted July 27, 2018 by Shivani RoyBlue Ribbon: 750+ Points, tagged How-To, Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Quick ways to search suppliers
    Summary:
    Suppliers can be searched in many ways using partial or complete information about the supplier. Suppliers can also be bookmarked as favorite for ease of navigation.
    Content:

    Description: Suppliers can be searched using keywords which directly uses a set of supplier attributes to conduct the search. When you do not know the keyword values but do know some details of the supplier you could use various search criteria to find the supplier. Suppliers can also be added to favorites for future ease of navigation.

    Let’s look at each of these options in detail:

    Search suppliers using keywords:  Keywords search field allows you to look up suppliers using the following supplier attributes.       

    Supplier Name, Supplier Number, D-U-N-S Number, Parent Supplier, Alternate Name.

    Features of keyword search:

    • Keywords can partially or completely match the attribute values.
    • Multiple attribute values can be used to search for the supplier.
    • Auto-suggest is enabled for keywords in Quick Search.

    Keywords search is available in the Basic, Advanced and Quick search regions. Keywords search is also available in the Research Suppliers page.

    Research Suppliers is available in the following work areas: Purchase Agreements, Purchase Orders, Negotiations, Supplier Qualification.

    • Quick Search: Quick Search is equipped with auto-suggest that can guide you to select appropriate keywords to look up a specific supplier. It also helps save time in accessing supplier details for the supplier of interest and provides helpful pointers in selecting the correct supplier.
      Navigation: Click on the search icon on the right side panel of the Suppliers/ Purchase Orders/Purchase Agreements Overview page. Quick Search is rendered. Auto-suggest is enabled thereby suggesting suppliers as you type in the keyword.
    • Basic Search: Basic Search uses keywords based search that should help users to find individual suppliers and contains a single search field.
      Navigation: Expand the task panel on the right hand side of the Suppliers Overview page. Click on Manage Suppliers hyperlink to reach Basic Search page.
       
    • Advanced Search: Keywords search is also available in the Advanced Search region. This is explained in detail in the next point.

    Basicsearch.png?version=1&modificationDate=1532670059000&api=v2

     

    Search suppliers using Advanced Search: Advanced Search can be leveraged to look for a group of suppliers of interest, so that you don’t have to rely on OTBI for simple reporting needs. Advanced Search can be reached by clicking the ‘Advanced’ button in the Manage Suppliers page.

    Features of Advanced Search

    • Various search criteria can be used to search for a supplier.
    • Multiple attribute values can be used to search for the supplier. E.g. Tax Organization Type, Supplier Type.
    • The additional filters in the Advanced Search can also be used to look for a group of suppliers having a common search criteria. E.g. Suppliers with business classification women owned.

    Keywords search can be used along with the other search criteria available in the Advanced Search tab.

    Keywords search can be added to Advanced Search using the ‘Add Fields’ button. You can also use this button to get more search criteria into the page for the search purpose.

    adv.JPG?version=1&modificationDate=1532670059000&api=v2

    Bookmark most visited suppliers as Favorite: The easiest way to reach a supplier would be by marking it as a favorite and directly navigating to the supplier from any page using the 'Favorite and Recent Items' star icon which is available in the global header.

    Features of Favorites

    • Ease of navigation- Can directly navigate to the supplier from any page.
    • You can mark multiple suppliers under the favorite list.  

    How to mark supplier as favorite:

    Step 1: Navigate to the Suppliers work area.

    Step 2:  Search for a supplier using Manage Suppliers or Quick Search.

    Step 3: Click on the supplier name hyperlink.

    Step 4: Click on the star icon next to the supplier name in the page title. Supplier is added to favorite list.

    How to access the favorites:

    Step 1: On the global header of the page click on the star icon. This will display the favorites list.

    Step 2: Click on the supplier name hyperlink to directly navigate to supplier page.

    favafterreview.JPG?version=1&modificationDate=1532670059000&api=v2

     

  • Aishwarya Pawar
    How to hide individual Supplier Descriptive Flexfields...45.0
    Topic posted July 25, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Supplier Profile Management, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to hide individual Supplier Descriptive Flexfields (DFFs)
    Summary:
    A step by step guide to hide individual Supplier Descriptive Flexfields on Supplier Registration pages, while keeping them visible on the Edit Supplier page.
    Content:

    Supplier Descriptive Flexfields (DFFs) are shared between the Edit Supplier page (accessed from Suppliers workarea), Company Profile page (accessed from Supplier Portal) and Supplier Registration pages.

    Supplier DFFs can be configured via Manage Supplier Descriptive Flexfields or the Manage Supplier Registration Descriptive Flexfields setup task. Both these tasks point to same DFF entity and the DFFs are shared between these flows.

    This topic explains how these common DFFs can be made visible in one flow (say Edit Supplier) and kept hidden in another flow (say External Supplier Registration).

    NOTE: DFFs once configured and deployed are displayed in the Additional Information section. Additional Information section is visible by default on the Edit Supplier page, but needs to be made visible via customization when profile is accessed from Supplier Portal and on the Supplier Registration pages.

     

    In the example below we will use customization to hide one DFF on the Supplier Registration UI, but still keep it visible on all the other pages that share this DFF. The details below are also available in the attached PDF document.

    Let 's assume the Procurement Application Administrator has configured 2 DFFs: Insurance Provider and Policy Number. The steps below illustrate how one of these DFFs (Insurance Provider to be specific) can be hidden selectively on the External Supplier Registration page.

    1. Invoke the External Supplier Registration URL, activate a sandbox and access the Customize Supplier Registration pages menu option available under the user menu. Refer to the topic: How to customize External Supplier Registration Pages for exact steps.
       
    2. Provide values for the mandatory fields: Company, Tax Organization Type, D-U-N-S Number, Contact Information.
       
    3. Assuming the Additional Information section (which contains the DFFs) is already visible, navigate to the 'Structure' tab and expand the section that shows the hierarchical structure:
      image2018-6-22_16-30-21.png?version=1&modificationDate=1529717422000&api=v2
       
    4. Highlight the Additional Information section. This action will bring the focus to the corresponding node in the section showing the structure.
      image2018-6-22_16-35-23.png?version=1&modificationDate=1529717723000&api=v2
       
    5. Select the descriptiveFlexfield node as shown in screenshot below:
      image2018-6-22_16-37-14.png?version=1&modificationDate=1529717835000&api=v2
       
    6. Select the Edit action. This would open the Component Properties: descriptiveFlexfield popup. Navigate to the tab: Flexfield Global Context Segments tab. Select the DFF you want to hide on the Supplier Registration page in the Segment Code. Set the value to false in the Rendered dropdown menu.
      image2018-6-22_16-42-29.png?version=1&modificationDate=1529718149000&api=v2
       
    7. Publish the sandbox.
       
    8. Notice that the DFF is now hidden on the Supplier Registration page. NOTE: This change will be reflected on both the External Supplier Registration pages: Prospective Supplier Registration, Spend Authorized Supplier Registration but not on the Internal Supplier Registration pages (accessed via the Suppliers, Negotiations, Requisitions workareas).
      image2018-6-22_16-45-5.png?version=1&modificationDate=1529718305000&api=v2
       
    9. The DFF is still visible on the Edit Supplier page.

    image2018-6-22_16-46-8.png?version=1&modificationDate=1529718368000&api=v2

  • Balakrishna Chaturvedula
    Withdrawn Supplier Registration Request stuck at Pending...5
    Topic posted July 6, 2018 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Approvals/Notifications, FAQ, Supplier Profile Management, Supplier Registration in Procurement > Supplier Management public
    Title:
    Withdrawn Supplier Registration Request stuck at Pending Approval after R13 upgrade
    Summary:
    Withdrawn Supplier Registration Request stuck at Pending Approval after R13 upgrade
    Content:

    Hi All,

    We recently upgraded from R12 to R13 18A. We are using the new functionality of "Supplier profile Change Request" workflow. During the upgrade, there were some registration workflows that were in process. When we try to withdraw an existing workflow after upgrade, the workflow is stuck at Pending Approval state. Did anyone face similar issues?

    Thanks, Bala. 

  • Balakrishna Chaturvedula
    Issue with State code in Supplier Master3
    Topic posted July 3, 2018 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Issue with State code in Supplier Master
    Summary:
    Issue with State code in Supplier Master
    Content:

    Hi,

    When we converted vendor master data, we converted states with incorrect values. For example, state code filed of address structure has "TX" as well as "TEXAS". We are trying to cleanup the address values. The way we want to do that is by updating all addresses to use TX and then delete the value "TEXAS" from Manage Geographies structure. Have anyone faced this issue? Also, will there be any impact of this in any other areas?

    Thanks, Bala.

  • Hong Gao
    Monitor Expiring or Expired Supplier Business...5.0
    Topic posted June 27, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged Setup, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Monitor Expiring or Expired Supplier Business Classifications
    Summary:
    A couple of ways for supplier administrators to monitor expiring or expired supplier business classification certificates
    Content:

    Keeping supplier business classification information accurate and current is very important for the buying organization in terms of maintaining high quality supply base data.  There are a couple of ways that supplier administrators can monitor supplier business classification certificates that are expired or expiring soon.

    1. From Suppliers Overview page, there is a region called Supplier Business Classifications.  There are two tabs in this region: Expiring and Expired.  Under the Expiring tab, user can find business classification certificates that are expiring soon.  User can filter the results using switcher Expiring and select values among Next 30/60/90 days.  Under the Expired tab, user can find business classification certificates that are already expired.  For either tab, user can click on supplier name to drill down to the profile details.  User can find out the contact information for the supplier and follow up to update the certificate information.
    2. The buying organization can also schedule process to periodically review supplier business classification status and send out notification to supplier user about expiring or expired certificates.  User can follow these steps:
      • From Setup and Maintenance work area, navigate to the task Configure Supplier Notifications.
      • Under Expiring Business Classifications, provide values for attributes: Notify Prior to Expiration in Days and Reminder Frequency in Days.  For example, user enters 6 for Notify Prior to Expiration in Days and 2 for Reminder Frequency in Days.  The application will notify suppliers with business classifications expiring 6 days prior to the certificate End Date.  Then it will also send out reminder notifications every 2 days until the certificate is expired.
      • From Navigator, under Tools > Scheduled Processes, schedule a new process called Supplier Business Classifications Notification.  User can schedule to run it periodically or immediately based on business needs.
      • After the successful completion of the process, notifications are sent out to supplier users.  For expiring business classifications, system will use the settings defined on the Configure Supplier Notifications task to send out notifications and the supplier user who is the Administrative Contact will receive the notification.  For expired business classification, both administrative contact user as well as the supplier contact entered as Provided By for the expired certificate will receive the notification.
  • Aishwarya Pawar
    Supplier Addresses by Location and Address Purpose Report15.0
    Topic posted May 30, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Addresses by Location and Address Purpose Report
    Summary:
    Dashboard Displaying Supplier Addresses by Location and Address Purpose (highlighting addresses with missing Phone, Fax and Email)
    Content:

    This dashboard will allow you to retrieve a list of your supplier addresses by Country, State and Address Purpose. It will also highlight addresses that do not have any of the following details: Phone, Fax and Email.

    The Address column of the report is designed to display the entire address and is compliant with the United States address format. It can be updated to display any other address format as needed. In addition, the report can be easily modified to include Fax and Email in addition to the already included Phone column.

    The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance.  Also attached is the Supplier Addresses by Location and Address Purpose.catalog file to import the dashboard to your instance.

    Image: