Purchasing

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  • Aditya Singh

    Hi Girish,

    Yes we are having the concept of P-card in Fusion, although it is not fully functional now.

    I had enabled the P-card for one of my client , and yes you can select the same during requisition ,although when PO gets created on that requisition it gets created in closed for receiving status and there is no functionality yet to move further to AP and Books.

    Note: You need to enable P-card Column through Sandbox Customization.

    I have also raised one "Idea" in customer connect for the full functionality of P-card.

    here is the idea description:-

    Fusion is having a feature of P-card but that is incomplete and we can' t use the same for any customers.

    Hi All,

    We have came across the scenario where our clients need the features of P-card for requisition as they have business requirement like that.

    I have enabled the P-card for them in fusion after many trouble although it is not interfacing to PO and AP correctly, I have raised a SR with oracle and came know that they are not having the complete or you can say feature of P-card in Fusion yet, though you can enable it using customization but you cant use the same.

    This is what i received from oracle with bug number:-

    "There is an existing Enhancement open for this: Bug 23625486. 
    Ref note: Is Supplier Procurement Card (P-Card) Available In Oracle Fusion Self Service (For Requisitions) And Oracle Fusion Purchasing ( For Purchase Orders) ? (Doc ID 2105624.1) 

    There is currently no ETA. 
    You can setup corporate cards in Fusion Expenses, but they cannot be tied back to Purchase Orders or Requisitions."

    I think we can have the Features of P-card going forward.

    Thanks

    Aditya Singh

    Please look for Idea number: e9823c9a9a "Enable the full features of P-card in Fusion" for more details on this thread.

    Hope this will help you.

    Thanks

    Aditya Singh

     

  • Dev Thota

    Nishanth,

    Yes it is possible with Sandbox customization.

    Published sandboxes cannot be migrated. Only unpublished sandboxes can be migrated from one environment to another. Please use the following steps to do it:

    Download the sandbox from source environment:

    1) login -> click on username -> manage sandboxes

    2) search for the sandbox and click on it

    3) click on 'Download All' link

     

    Now you have to import the sandbox to the target environment:

    1) login to fusion

    2) username -> manage sandboxes

    3) click on import button (if import button isn't visible, follow 'Import Button Is Not Visible In Manage Sandboxes UI (Doc ID 1902538.1)' to make it visible)

    4) select zip file for upload from your local system

    5) once the sandbox has been successfully imported, it will start appearing in the list of available sandboxes. Activate the sandbox.

    6) verify the changes and publish the sandbox to make changes permanent.

     

    Thanks,

    Dev Thota.

  • Gopalakrishna Bulasala
  • Sunny Todkari

    Please follow metalink note: Advanced Procurement Requester Role Unable To View Other Users Requisition (Doc ID 1488143.1)

    The role that would allow an employee to view requisitions created by other employees is Requisition Viewing as Administrator Duty.

    It is not inherited out of the box by Advanced Procurement Requester and without this duty, the user cannot view requisitions created by others.

    In Rel 12 this is replaced by the privilege 'View Requisition All' is required to view all requisitions:

    1. Navigator > Tools > Security Console

    2. Create custom duty role and assign below-mentioned privileges based on requirement.

    POR_VIEW_REQUISITION_ALL_PRIV : View Requisition - All

  • Rodrigo Diaz

    Hi Isaline,

    Hope this helps:

    Oracle Support Document 1328186.1 (Overview of Accrual Accounting) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1328186.1

    Oracle Support Document 1328173.1 (How to Create a Basic Purchase Order Receipt Accounting Flow) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1328173.1

    Regards.

  • Boyuan Zhu

    Our recommendation is to write your own data model and report in BIP that queries what you want. Then, you can invoke the BIP report service to run the report and retrieve the results: https://docs.oracle.com/cd/E28280_01/bi.1111/e22259/webservices.htm#BIPDV907

  • Niamath Jeddy

    Hi,

    You can access the 'Manage Data Access for Users' task and assign BU specific 'Procurement Preparer' data role to the user.

    Once done, log off and back in and then the requisition preferences will allow you to switch to the other requisition Bu and create PRs.

    Regards,

    Niamath

  • Aditya Singh

    You need to go to enter requisition page and enable the field for P-card using sandbox mode. I have performed the steps in R 13C

    Yes Girish, You can see the card that you will define under manage corporate card in requisition page.

     

  • Dom Galano

    We implemented receipt on accrual and it has taken a long time to get to grips with it, our implementation partner completely underplayed the impact.

    These may be obvious to some but here are some pointers:

    The accounting is now driven by the receipt, if receipting is wrong the accounting is wrong , receipting is done by the users so make sure your training is spot on or you will find yourself with a lot of receipts to correct!

    Make sure all you receipt -invoice-PO matching tolerance are all tight this helps stop incorrect receipting-( separate tolerances for goods and value reqs)

    Make sure you have all the correct subledger accounting rules defined for extra accounting events like ( invoice price variance, expense adjustments)

    You need to define the receipt clearing rules , you also need to define a rule for "finally closed" POs or the accrual doesn't get released even if the documentation says it does.

    As well as all the other normal create accounting and other transfer processes you need to run the accrual match process, this updates the "Accrual reconciliation Report". This is you only report to see your outstanding accruals but if it has too many rows it won't open in excel only PDF (had an open SR for months).A download of the receipt accounting screen can help but it hasn't got all the info.

    Hope this helps someone!

  • Dev Thota

    Hi please follow the attached document.

    Project Based Charge Account is Cleared From Purchase Order at Submit (Doc ID 1385610.1)

     

  • Siva Kumar

    Hi Murali,

    Please check if the below links are helpful.

    Is There a Report to Find Approver for All Po's in Pending Approval Status? (Doc ID 1610283.1)

    OTBI Analyses :  Shared Folders/Procurement/Embedded Content

     

  • Ivan Pena

    Hi Sabarish,

    Please check this post: https://blogs.oracle.com/fadevrel/release-12%3a-descriptive-flexfields-get-groovy

    Ivan

  • Andrei Feleaga

    Hey, please review: Troubleshooting Document For Transaction Account Builder (Doc ID 2173389.1)

    4. Is Accrual Account

    c. Based on seeded TAD, please note:
            i. If Destination Type code is EXPENSE, Accrual account comes from Purchasing mapping set - Expense Accrual Account - Business Unit.
            ii. If Destination Type code is INVENTORY, Accrual account comes from Cost Management. Please ensure that all mapping sets in Cost Management have COA and values.
             List of Costing MS can be found in Page 18 in TAB Whitepaper (5.1.4 Additional Source Assignments for Accrual Account Transaction Type).

     

    Hope this helps

  • Aditya Singh

    Hi Nishant,

    As Best Practice oracle doesn't allow and recommend to import/export published sandbox.

    here is a note from oracle:-

    "

    NO. Do not import sandboxes. This operation is reserved for Oracle internal development only.
    The ideal way to be used for migrating any customization from one environment to other is to use Customization Set Migration (CSM). The approach is to export and import customizations.

    The following oracle documentation talks about allowed Sandbox Operations: https://docs.oracle.com/cloud/latest/salescs_gs/OACEX/OACEX1607004.htm#OACEX1029145
    Topic: "Supported Sandbox Operations" and "Importing Sandboxes"
    It is clearly mentioned in the documentation not to Use Sandbox Import to avoid any conflicts that may lead to MDS Corruption.

    The following documentation shall provide insight on Moving Customizations across environments: https://docs.oracle.com/cloud/latest/salescs_gs/OACEX/OACEX1607004.htm#OACEX1606990

    "

    please refer this document on oracle support Doc ID 2263724.1.

     

    Thanks

    Aditya

  • Sunny Todkari

    We checked with Oracle support for the same requirement and came to know that this is not possible at this point of time.

    ER is open for the same. So, right now we are requesting users to manually disable the checkboxes every time they create the agreement. Users are not happy but we don't have any other option. We tried to do personalization but it was not feasible.