Posts

Posts

  • 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.

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  • 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.

  • Binayak Mohanty
    Business Unit Supplier SiteAnswered12
    Topic posted May 22, 2018 by Binayak MohantyBlue Ribbon: 750+ Points, tagged Financials, Fusion, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Business Unit Supplier Site
    Summary:
    Business Unit is not visible in LOV while creating supplier site
    Content:

    Created a new business unit under an existing ledger. Performed required tasks associated with business units. 

    At the time of creation of new supplier site for BU, I do not see the name of new BU in the list of values of Business units while creating a supplier site. Please suggest me with your feedback. 

    I am in R13 -18A enviroment of Fusion Cloud Enviroment.

    Thanking You

    Binayak

  • Vikram Agarwal
    Supplier Profile Change Approval based on DFFAnswered8
    Topic posted May 7, 2018 by Vikram AgarwalBlue Ribbon: 750+ Points, tagged Approvals/Notifications, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Supplier Profile Change Approval based on DFF
    Summary:
    Supplier Profile Change Approval based on DFF
    Content:

    Hi All,

    One of our client has more than 100 suppliers and each of these supplier has a POC in buying organization (i.e. at our client side). Say for Supplier 'X', 'Y' is their POC at Buying Organization. Now, for any changes in its profile, Supplier X reaches out to 'Y' and then 'Y' make necessary changes in the system.

    Our requirement is that whenever 'Y' makes any changes then it should go to its supervisor for approval. We thought of storing details of "Y" at supplier header level DFF and leverage the same but it seems that currently its not supported.

    We thought of grouping supplier on basis of supplier type and then hard code the worker details on approval but it will increase maintenance effort.

    Looking for any other suggestion/thoughts/work around on above issue.

    Thanks in Advance

    Vikram

  • Aishwarya Pawar
    Suppliers on Purchasing Hold by Supplier Type Report24.5
    Topic posted April 16, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    Suppliers on Purchasing Hold by Supplier Type Report
    Summary:
    Dashboard Displaying Active Suppliers On Purchasing Hold By Supplier Type
    Content:

    This dashboard will allow you to retrieve a list of your active suppliers that have one or more sites on Purchasing Hold.

    It consists of a summary view that provides a count of such suppliers by Supplier Type, and a detailed view that provides relevant information such as the Site Name, Procurement BU and Hold Reason for each supplier. In addition, results can be filtered by the supplier's creation date.

    The attached Deployment Instructions.pdf contains steps for importing the dashboard to your instance.  The attached Suppliers On Purchasing Hold.catalog file can be used to import the dashboard on your instance.

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  • Ujas Bhatt
    Oracle Cloud Supplier Portal Integration Capabilities1
    Topic posted March 30, 2018 by Ujas BhattSilver Trophy: 7,500+ Points, tagged How-To, Setup, Supplier Profile Management, Supplier User Account, Web Services in Procurement > Supplier Management public
    Title:
    Oracle Cloud Supplier Portal Integration Capabilities
    Summary:
    Oracle Cloud Supplier Portal Integration Capabilities
    Content:

    We want to build a solution wherein we implement Oracle Cloud Supplier Portal and have integrations between Oracle cloud supplier portal and Oracle EBS. The solution should allow suppliers to access the purchase orders, purchase agreements and invoices status created in EBS using Oracle Cloud Supplier portal. Similarly, the suppliers should be able to acknowledge purchase documents, create Shipment notices and create invoices in Oracle cloud supplier portal and these transactions should be interfaced to Oracle EBS. 

    Can Oracle Cloud Supplier Portal be configured as a standalone offering and can we create integrations to and from Oracle Cloud Supplier Portal?

  • 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.

  • Prasad Deshpande
    How to export diversity data3
    Topic posted March 27, 2018 by Prasad DeshpandeBlue Ribbon: 750+ Points, tagged How-To, Supplier Profile Management in Procurement > Supplier Management public
    Title:
    How to export diversity data
    Summary:
    How to export diversity data in various formats like pdf, excel, text etc?
    Content:

    Is there a way to export diversity data in various formats like pdf, excel, text etc? 

  • Hamish Gifford-Moore
    Approve supplier bank account changes4
    Topic posted March 27, 2018 by Hamish Gifford-MooreRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Security, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Approve supplier bank account changes
    Summary:
    Approve supplier bank account changes
    Content:

    Is it possible to place a supplier on payment hold when any changes to nominated fileds have been made. These might be bank account details, payee name, payment method etc.

    If a hold is not possible can we utilise the audit facilities to perhaps drive mesaging to manage this. Perhapos by using API's thought ICS to set a hold flag on the supplier after a trigger from teh audit table?

    Any ideas welcome

    We are on R12 but moving to R13.