Posts

Posts

  • Aishwarya Pawar
    How to customize External Supplier Registration pages55.0
    Topic last edited June 29, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to customize External Supplier Registration pages
    Summary:
    A step by step guide to customize External Supplier Registration pages
    Content:

    Process to access customization UI on External Supplier Registration pages is slightly different from the one followed for pages used by users internal to your organization.

    This topic explains how to access the UI and subsequently customize the External Supplier Registration page. As an example, we will modify the Instruction Text available on the Company Details train stop of the External Supplier Registration page.

    NOTE The steps below are also available in the attached PDF document: Customize External Supplier Registration Pages.pdf.

    A. How to access customization UI on External Supplier Registration pages

    1. Invoke the External Supplier Registration URL provided. NOTE: This URL is available on the setup task: Configure Procurement Business Function.
       
    2. Login as a user with the Procurement Application Administrator role. NOTE: You may see an error: The Supplier Registration page cannot be found. Check the URL and try again. This error can be ignored.
       
    3. Replace the URL with the External Supplier Registration URL retrieved in Step 1.
       
    4. Access Manage Sandboxes to create a new sandbox.
       
    5. Create a new sandbox and activate it. NOTE: Activating the sandbox, will take you to the Fusion Applications homepage or the springboard as it is commonly known. Simply replace the URL with the External Supplier Registration URL again like in Step 3.
       
    6. Navigate to the 'Customize Supplier Registration Pages' menu option available under the user menu on the top right of the page.
      image2018-6-25_11-14-14.png?version=1&modificationDate=1530134962000&api=v2
       
    7. Provide values for the mandatory fields Company, D-U-N-S Number, Tax Organization Type, Contact Information before proceeding ahead.
    8. Navigate to the Select tab on the customization UI.

    image2018-6-25_11-18-7.png?version=1&modificationDate=1530134962000&api=v2


    B. Modify instruction text on External Supplier Registration page

    1. After navigating to Select tab, click on the instruction text that you need to personalize. Clicking the instruction text will show Edit Component option.


      image2018-6-29_11-13-19.png?version=1&modificationDate=1530295999000&api=v2
       
    2. Click on the Edit Component option. To change the text of the instruction text, click on the arrow next to the Value field. From the list of options, click Override and then click Expression Builder to enter the new text as shown in following screen shots.

      image2018-6-29_11-14-38.png?version=1&modificationDate=1530296078923&api=v2

      image2018-6-29_11-15-35.png?version=1&modificationDate=1530296135714&api=v2

      image2018-6-29_11-17-21.png?version=1&modificationDate=1530296241961&api=v2

      image2018-6-29_11-18-36.png?version=1&modificationDate=1530296316699&api=v2

       
    3. Click OK to close the popup. Verify the changed instruction text on the Company Details page.

      image2018-6-29_11-19-31.png?version=1&modificationDate=1530296372078&api=v2
       
    4. Once the changes are final, you need to publish the sandbox so that the change is available to all the users.


      Point to consider:

      Use this page composer approach to change a string when you need the string changed for a page. If you need to change the string on all the pages across the application i.e. to reflect the change on all the pages that have this string used, use User Interface Text instead. Refer to earlier post 'How to edit an instruction text using User Interface Text feature?' for more details on User Interface Text.
       
  • Aishwarya Pawar
    How to display Descriptive Flexfields on External Supplier...5.0
    Topic last edited June 29, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Setup, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to display Descriptive Flexfields on External Supplier Registration pages
    Summary:
    A step by step guide to make Descriptive Flexfields visible on External Supplier Registration pages.
    Content:

    Supplier Descriptive Flexfields (DFFs) can be configured to be displayed on the Company Details, Contacts and Addresses train stops of the External Supplier Registration pages.The task group: Define Supplier Registration Descriptive Flexfields Configuration contains a list of setup tasks that can be used to configure DFFs at these 3 levels. For quick reference, here is the list of these tasks:

    1. Manage Supplier Registration Descriptive Flexfields task (for DFFs on Company Details train stop)
    2. Manage Trading Community Person Descriptive Flexfields task (for DFFs on Contacts train stop)
    3. Manage Trading Community Organization Site Descriptive Flexfields task (for DFFs on Addresses train stop)

    In general, DFFs are displayed in the Additional Information section of a given page. The steps below describe how to use customization to render this section which in turn will allow the DFFs to be displayed.

    NOTE These steps are also available in the attached PDF document: Display DFFs on External Registration Pages.pdf.

    1. Invoke the External Supplier Registration URL and navigate to the customization UI.
       
    2. Navigate to the Select tab on the Customization UI.
      image2018-6-25_11-18-7.png?version=1&modificationDate=1529950687000&api=v2
       
    3. Additional Information section if rendered is displayed above the Your Contact Information section. Highlight above the Your Contact Information section while on the Select tab. NOTE: Ensure that you select the first row highlighted as shown in the screenshot below.
      image2018-6-25_11-26-10.png?version=1&modificationDate=1529951170000&api=v2
       
    4. On highlighting the section, the 'Edit Component' link becomes visible on the right side of the page. Click on the link.
      image2018-6-25_11-28-12.png?version=1&modificationDate=1529951292000&api=v2
       
    5. On clicking the Edit Component link, the Component Properties: default dialog opens. Navigate to the Children tab and check the checkbox corresponding to Additional Information. This will make the Additional Information section visible on the External Registration page.
      image2018-6-25_11-35-53.png?version=1&modificationDate=1529951753000&api=v2
       
    6. Leave Customization UI by taking the Close action available on the top of the page.
       
    7. Verify the Additional Information section is displayed on the UI.
      image2018-6-25_11-38-45.png?version=1&modificationDate=1529951927000&api=v2
       
    8. Navigate to the Contacts train stop.
       
    9. Take the Edit action and open the Edit Contact popup for the contact created above on the Company Details train stop.
       
    10. Additional Information section if rendered is displayed above the User Account section. Highlight above the User Account section while on the Select tab and click on the Edit Component link that appears on the right.
      image2018-6-28_16-0-7.png?version=1&modificationDate=1530226807000&api=v2
       
    11. On clicking the Edit Component link, the Component Properties: default dialog opens. Navigate to the Children tab and check the checkbox corresponding to Additional Information. This will make the Additional Information section visible on the Edit Contact or Create Contact popup of the Contacts train stop. NOTE: Similar steps can be followed to render the Additional Information section on the Addresses train stop.
      image2018-6-28_16-6-25.png?version=1&modificationDate=1530227185000&api=v2
       
    12. Publish the sandbox if you are satisfied with the customization. NOTE: This will make the Additional Information sections visible on both the External Supplier Registration pages: Prospective Supplier Registration, Spend Authorized Supplier Registration and the Internal Supplier Registration pages (accessed via the Suppliers, Negotiations, Requisitions workareas).
  • Mario Cura Barba
    How to change the person that receives the notification when...7
    Topic posted June 5, 2018 by Mario Cura BarbaRed Ribbon: 250+ Points, tagged FAQ, How-To, Supplier Creation, Supplier Registration in Procurement > Supplier Management public
    Title:
    How to change the person that receives the notification when creating a new supplier (Prospective)?
    Content:

    Hello,

    we would like to change / delete the person and the notifications that are sent when a new supplier is created. How can we do it?

    Regards,

    Mario

  • Piyush Singh
    How to edit an instruction text using User Interface Text...5.0
    Topic posted May 29, 2018 by Piyush SinghSilver Trophy: 7,500+ Points, tagged Customization, How-To, Supplier Registration, Tip in Procurement > Supplier Management public
    Title:
    How to edit an instruction text using User Interface Text feature?
    Summary:
    Edit an instruction text using User Interface Text feature.
    Content:

    Attached is the step-by-step guide to show how to edit an instruction text using User Interface Text feature. The document covers steps to edit the instruction text 'Enter a value for at least one of these fields: D-U-N-S Number, Taxpayer ID, or Tax Registration Number.’. This instruction text is shown on Register Supplier page.

    Thanks,

    Piyush

  • 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

  • Hamish Gifford-Moore
    Approve supplier bank account changes4
    Topic last edited April 26, 2018 by Alan NgBronze Trophy: 5,000+ 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.

  • Vikram Agarwal
    Customizing "SpendAuthorizationRequestFYI"Answered2
    Topic posted April 11, 2018 by Vikram AgarwalBlue Ribbon: 750+ Points, tagged Approvals/Notifications, Customization, Supplier Registration in Procurement > Supplier Management public
    Title:
    Customizing "SpendAuthorizationRequestFYI"
    Summary:
    Customizing "SpendAuthorizationRequestFYI"
    Content:

    Hello Everyone,

    One of our client has a requirement where they would like to send a FYI notification to a group of people after final supplier approval. We were able to achieve this by adding a new Stage in the SpendAuthorizationRequestFYI (screenshot attached) workflow.

    Just wanted to check if there is any better way to achieve the same. Also in case of environment upgrade will the solution work or will it be overwritten by seeded values.

    Thanks in Advance

    Vikram Agarwal

  • Rohit
    Supplier Registration Verses Supplier CreationAnswered2
    Topic posted March 26, 2018 by RohitBronze Trophy: 5,000+ Points, tagged Supplier Creation, Supplier Registration in Procurement > Supplier Management public
    Title:
    Supplier Registration Verses Supplier Creation
    Summary:
    How is supplier Registration different from Supplier Creation
    Content:

    Hi Folks!

     Can someone shed some lights on how supplier registration process is different from supplier creation process?

    Thanks!

    Rohit

  • Manoj Kumar Chaurasia
    Ability to have vendors submit their W-9 via a vendor...3
    Topic posted January 22, 2018 by Manoj Kumar ChaurasiaBronze Medal: 1,250+ Points, tagged Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Ability to have vendors submit their W-9 via a vendor self-service portal
    Summary:
    Ability to have vendors submit their W-9 via a vendor self-service portal
    Content:

    Ability to have vendors submit their W-9 via a vendor self-service portal.

    About Form W-9, Request for Taxpayer Identification Number and Certification. Use this form to provide your correct TIN to the person who is required to file an information return with the IRS to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.

  • Steven Smith
    Branding Variation on Supplier Facing Screens2
    Topic posted October 17, 2017 by Steven Smith, tagged FAQ, How-To, Setup, Supplier Profile Management, Supplier Registration, Supplier User Account in Procurement > Supplier Management public
    Title:
    Branding Variation on Supplier Facing Screens
    Summary:
    Can the appropriate branding be presented to suppliers, depending on the entity they are dealing with within a large global enterprise?
    Content:

    If an enterprise has multiple companies with different brands, can the appropriate branding be presented to suppliers.

    1. My understanding is that BU specific PO branding would allow the appropriate branding to appear on outgoing POs. I think that’s clear. I would be grateful for confirmation.
       
    2. Can the supplier facing screens (Supplier Portal, Supplier Registration etc.) be branded (logos/colours) to reflect the entity that the supplier is dealing with? (the correct company branding for one of the the multiple companies/brands within the enterprise)
       
    3. Can the emails/notifications sent to suppliers be branded in the same way as described in point 2?
       
    4. If branding is not possible, what does the supplier see that allows him/her to know which organisation they are dealing with?