Posts

Posts

  • Hong Gao
    Allow users to view supplier profile PII attributes unmasked5.0
    Topic posted May 28, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged How-To, Security, Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Allow users to view supplier profile PII attributes unmasked
    Summary:
    Configure view only supplier profile access to see unmasked PII attributes
    Content:

    Internal users with Supplier Profile Inquiry Duty have view only access to supplier profile.  With this duty, user typically sees supplier PII attributes as masked, such as taxpayer ID and tax registration number (for suppliers with Individual or Foreign Individual tax organization type) as well as national insurance number.  When there is a need to allow a particular group of users to see these PII attributes as unmasked, it's necessary to configure a duty role to include the data security policy that enables this.  To achieve this, the following steps can be followed by an administrator or someone who can create and modify job roles:

    • Go to Security Console.  Search and copy duty role Supplier Profile Inquiry (ORA_POZ_SUPPLIER_PROFILE_INQUIRY) with copy option "Copy top role and inherited roles".
    • Under the Data Security Policies train stop, click Create Data Security Policy button.
    • Search for Supplier Personally Identifiable Information in Database Resource LOV dialog.
    • Select All values for Data Set.
    • In Actions drop-down, check Maintain Supplier Corporate Identifiers and Maintain Supplier Individual Identifiers PII.
    • Review the changes under the Summary and Impact Report train stop.
    • Complete the role copying and modification by clicking the Submit and Close button.
    • Refer to the steps above to create a new job role. Assign the new duty role to the job role.
    • Assign the job role to an internal user.

    This internal user will continue to have view only access to supplier profile, but he/she can see the supplier profile PII attributes as unmasked.

  • Hong Gao
    Country Defaulting in Supplier Address Creation14.7
    Topic posted March 27, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged Supplier Creation, Supplier Profile Management, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    Country Defaulting in Supplier Address Creation
    Summary:
    Defaulting logic in supplier address creation for different supplier management flows
    Content:

    When a supplier address is created in various supplier management flows such as registration and profile management, the application will derive and default a country based on the following logic.

    A. External/Supplier Self Service Registration:

    1. If the parameter "countryCode" and a value is provided in the registration URL, it will be used to derive the country. For example, if user appends "&countryCode=FR" at the end of the external registration URL, country will be defaulted to France when user is creating address during the registration.
    2. If the parameter "countryCode" is not provided or it does not resolve to a country, the application will derive the country using the location assigned to the inviting Procurement BU that is associated with the registration URL.  To set the location of the Procurement BU:
      • Go to Setup and Maintenance work area and go to the Manage Business Unit setup page
      • Search for the Procurement BU, set the location and click Save
    3. If no country information can be obtained from the aforementioned, no default country will be populated.

    B. Internal Supplier Registration/Create or Edit Supplier/Register Supplier in Sourcing/Request New Supplier in Self Service Procurement:

    1. If a Procurement BU is provided in any of these cases, the application will use the location assigned to the Procurement BU to obtain a country.
      • For Internal Supplier Registration flow, Procurement BU is optional.
      • For Create Supplier or Edit Supplier flow, there is no Procurement BU context for address creation.
      • For Register Supplier flow in Sourcing, the Procurement BU is the one defined in the negotiation.
      • For Request New Supplier flow in Self Service Procurement, the application will first obtain the Requisitioning BU from the Requisitioning Preferences page in the Purchase Requisitions work area. It will then use the Requisitioning BU to derive a default Procurement BU from the Configure Requisitioning Business Function setup page.
    2. If a Procurement BU is not provided or if the Procurement BU does not carry a location assignment, the application will obtain the country from the job assignment location for the current user's employee record in HCM.  To set or change user's job assignment location on the employee record:
      • Go to Person Management work area and search for the person that the user is associated with
      • Take Manage Employment action, click Edit and then Update
      • Select Action: Location Change and click OK
      • Set the location for the job assignment and click Save
    3. If no country information can be obtained from the aforementioned, no default country will be populated.

    C. Edit Profile in Supplier Portal:

         When a supplier user creates a new address, if all active supplier addresses have the same country information, the application will use that country for defaulting. Otherwise, no country defaulting is supported.

  • Rich Lines
    Supplier Profile Change Request74.0
    Topic posted September 25, 2018 by Rich LinesBlue Ribbon: 750+ Points, tagged Approvals/Notifications, Fusion, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Profile Change Request
    Summary:
    Issue with approved supplier change request showing still showing as pending
    Content:

    Since enabling the new functionality whereby supplier profile change requests (bank accounts) are routed for approval, we have had a couple of instances whereby the task is approved (from BPM worklist) BUT the supplier itself has a note against it stating that the change request is still pending.

    I have added some screen shots to evidence that that the task was approved / showing as pending in supplier.

    Has anybody come across this issue? It does not happen every time. Just a couple of times in the last few weeks.

    Many thanks

    Rich

  • Shivani Roy
    Points to consider when importing supplier attachments using...5.0
    Topic posted October 31, 2018 by Shivani RoyBlue Ribbon: 750+ 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

  • Aishwarya Pawar
    Desupport for Oracle B2B Gateway coming in Update 20A, B2B...5.0
    Topic posted August 28, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Supplier Communication, Supplier Profile Management, Tip in Procurement > Supplier Management public
    Title:
    Desupport for Oracle B2B Gateway coming in Update 20A, B2B Supplier Site code retained and moved to a new location!
    Summary:
    Oracle B2B Gateway will be desupported in Update 20A. B2B Supplier Site Code will continue to be available.
    Content:

    Oracle B2B Gateway will no longer be supported as a B2B Communication method starting Update 20A. We do realize that the B2B Site Code attribute will continue to remain significant for some customers, so we have retained it as a supplier profile attribute, and have moved to it to a new location.

    Starting Update 19C, the B2B Site Code field no longer appears only when the B2B Communication Method is selected as Oracle B2B Gateway - Deprecated and in the B2B Communication Method section. Instead it appears in the section above, which is the Identification section and independent of the B2B Communication Method selected.

    Screenshot below provides additional reference.

    We want to encourage you to update the  B2B Communication Method to a value other than Oracle B2B Gateway - Deprecated and migrate your setup to use Collaboration Messaging Framework for all supplier sites enabled for B2B messaging (if you select Collaboration Messaging Framework as your choice).

    Refer to the Customer Connect post: Desupport Notice for Oracle B2B Gateway in Procure-to-Pay B2B Communications in Update 20A for additional details.

    Image:
  • Deepika Nathany
    Approve Option in the Manage Supplier Registrations Page25.0
    Topic posted August 16, 2019 by Deepika NathanySilver Medal: 2,000+ Points, tagged Supplier Creation, Supplier Profile Management, Supplier Registration in Procurement > Supplier Management public
    Title:
    Approve Option in the Manage Supplier Registrations Page
    Content:

    Hello,

    Can we approve Suppliers from the manage Supplier Registrations page?

    When I open a registration by clicking on the Registration Request number -- I remember from my earlier implementations that ---  it used to open the Request with a Action button on top right with all actions to approve - reject - Request more Info etc.

    Now in another instance i dont see it. I dont remember having any setup which would enable this from my prev implementation.

    Can someone help throw more light if I remember this right or the actions button was never there ? In the manage Supplier Registrations page?

    Attaching a screenshot too.

    Thanks!!!!!

    Image:
  • Janusz Jasinski
    Supplier audit doesn't show anything for when a supplier...15.0
    Topic posted December 17, 2018 by Janusz JasinskiSilver Crown: 22,500+ Points, tagged Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Supplier audit doesn't show anything for when a supplier contact has their phone number amended
    Content:

    Hi,

    I've got through the guides and have enabled *every* checkbox (that's not an attribute). However when we make an amendment to a supplier contact, as an example, make a change to their phone number, this is now shown in the audit report

    Should it be? If so, why is it not showing for me? If not, how can I see this amendment?

    Thanks

  • Janusz Jasinski
    Implementing Supplier Audit History for R1375.0
    Topic posted December 11, 2018 by Janusz JasinskiSilver Crown: 22,500+ Points, tagged Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Implementing Supplier Audit History for R13
    Content:

    Hi,

    I've tried reading the guides on "Implementing Supplier Audit History" but all the references are to the procurement application but all we have is the supplier product.

    Is there any useful guidance on viewing supplier audit history in R13?

    Thanks

  • 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.
  • Hong Gao
    Derive Bank Account Number from IBAN in Supplier Profile...4.5
    Topic posted July 30, 2019 by Hong GaoGold Medal: 3,500+ Points, tagged Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Derive Bank Account Number from IBAN in Supplier Profile Management Flows
    Summary:
    Timeline of incorporating Derive Bank Account Number from IBAN feature into supplier profile management flows
    Content:

    Derive Bank Account Number from IBAN is a Payments feature introduced in update 18C. The following link contains the steps to enable this feature: Derive bank account number from IBAN.

    The same feature has been incorporated into supplier profile management flows through a couple of updates.  Here is the summary of the timeline:

    19A - this feature is available in the profile management flow for internal supplier administrators/supplier managers as well as self-service profile management for supplier users from Supplier Portal.

    19B -  in addition to the 19A scope, this feature is also available in supplier registration for internal and external users.