Posts

Posts

  • 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:
  • Aishwarya Pawar
    Navigate to supplier profile from OTBI reports, including...25.0
    Topic posted July 31, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, OTBI, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Navigate to supplier profile from OTBI reports, including sample report
    Summary:
    Creating ad hoc OTBI reports with links to navigate to supplier profiles.
    Content:

    The 19C feature: Navigate to Supplier Profile from Reports allows you to include links in your ad hoc OTBI and BIP reports. These links can be used to navigate to and view supplier profiles.

    Below is an example of one such ad hoc OTBI report that lists suppliers missing Business Classifications. This report can be used to review the list of such suppliers and update their profiles to include the missing information.

    More details about this feature can be found in the Procurement What’s New for Update 19C.  You can also refer to the white paper available here: My Oracle Support (note 2556026.1) for step by step instructions to construct and use these links.

    Image:
  • Aishwarya Pawar
    Defining Supplier Bank Accounts: Factor Accounts v/s Account...15.0
    Topic posted March 29, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged FAQ, Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Defining Supplier Bank Accounts: Factor Accounts v/s Account Owners
    Summary:
    When to use Factor Accounts and Account Owners
    Content:

    Bank Accounts can be defined for suppliers at supplier, address or site level. While creating a bank account, you can use several fields to define the bank account such as the Bank, Branch, mark it as a Factor Account or add Account Owners etc.

    This note explains the significance of making a bank account a Factor Account or adding Account Owners. 2 different use cases drive these two functionalities.

    Factor Account: A bank account can be identified as a Factor Account, if the purpose of the bank account is to receive funds that are owed to the supplier, but are being collected on behalf of the supplier by the bank or a third party. The supplier receives payments from the funds collected, minus a commission. Once a bank account is defined as a Factor Account, it will be available to be added to any supplier 's profile. You can select an existing party to be the Factor. In the example below, Factor Tessier Ashpool is an existing party. 

    Once a bank account is made a Factor Account it cannot be updated to no longer be a Factor Account. Similarly, the Factor associated cannot be changed

    Account Owners: As part of the bank account definition, you can add other suppliers to the bank account of the current supplier as joint bank account owners. This is done if a supplier wants to share a bank account with another supplier on a need by basis and is not the same as a Factor Account. The bank account will be available to be added as a bank account for the other supplier on that supplier 's profile.

     

    A bank account defined as a Factor Account can be added as a Bank Account for any other supplier using the Select and Add action in the Bank Accounts table on the other supplier 's profile (at supplier, address or site level).

    A bank account that contains a supplier as an Account Owner can be added to only that specific supplier using the same Select and Add action as above.

    To illustrate: assuming the 2 bank accounts defined above are for supplier: Acme Corporation, they will be available to be added to supplier: Minuteman Supplies using the Select and Add action as shown below.

    NOTE: Third Party Payments available to be set up at supplier sites have a different functional purpose from Factor Accounts and Account Owners and are payments that you make to a supplier on behalf of another supplier.

    Refer to the following documentation for more details:

    Payments Security

     

    Document:
    Document:
  • 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.
  • Shivani Roy
    Quick ways to search suppliers44.8
    Topic posted July 27, 2018 by Shivani RoyBronze Medal: 1,250+ 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

     

  • William McLarty
    Supplier Contact not showing when self RegisteredAnswered25.0
    Topic posted August 5, 2019 by William McLartyGold Medal: 3,500+ Points, tagged Public Sector, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Supplier Contact not showing when self Registered
    Summary:
    Supplier Contact not showing when self Registered
    Content:

    I have created several Self Registered Suppliers - complete with Contacts (sometimes multiple).  After we have approved them and start to create Requisitions, Purchase Orders, Contracts and Negotiations using these Suppliers, the Contact name (and email) are unavailable.  Thinking that I may have missed a step in the setup, I went back and tried to get the Contact to appear.  No Luck!  Any thoughts?  Anyone else find this?  We had the problem in 19B and have just updated to 19C with the same issue...

    Thanks,

    Bill

  • Aishwarya Pawar
    Which address format is used to define a supplier address?5.0
    Topic posted January 31, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged How-To, Setup, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Which address format is used to define a supplier address?
    Summary:
    Identifying the correct address format for supplier addresses
    Content:

    Supplier Addresses should be specified using the Postal Address Style Format.

    Country specific address formats can be defined using the Manage Address Formats task. Address elements for a given supplier address are driven by the country and are derived from the address format defined for that country.

    Follow the steps below to locate the country specific address format used for defining your supplier addresses:

    1. Navigate to Setup and Maintenance Workarea.
    2. Locate the Manage Address Formats task.
    3. Address formats can be specific to a given country. Select the country of a given supplier address.
    4. Select the Style as Postal Address and click on the Search button.
      image2019-1-30_10-42-18.png?version=1&modificationDate=1548873738000&api=v2
       
    5. Click on the link that appears under the Name column.
    6. This will bring you to a page that displays the format used by supplier addresses defined for the country specified in the search and should map to the Address elements displayed on the Create or Edit Address page of a supplier.

    image2019-1-18_16-36-44.png?version=1&modificationDate=1547858204000&api=v2

     

    Tip: If no address format has been defined for a country, a default address format is available. You can use the following search criteria to locate that format.

    image2019-1-18_16-41-13.png?version=1&modificationDate=1547858473000&api=v2

    Note: Attached document contains the same details above for your reference.

  • 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

  • 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

     

     

     

  • 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