Purchasing

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  • Boyuan Zhu
    How to Show the Order Total with Tax on the PDF45.0
    Topic posted January 31, 2019 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders 
    Title:
    How to Show the Order Total with Tax on the PDF
    Content:

    The seeded order PDF shows the total amount of goods and services you purchased. Your approvers or your suppliers may have requirements to see the total amount with exclusive tax included. You can customize the data model and template to display the sum of the ordered amount and exclusive tax

    1. Add the following expression to your data model at the end of the existing select clause in your header datasets. The position in the clause is important because the expression depends on values calculated by existing seeded expressions. 
      PO_BIP_HELPER.get_formatted_display(PO_BIP_HELPER.get_global_attr('ORGORDEREDAMOUNT') + PO_BIP_HELPER.get_global_attr('RECOVERABLE') + PO_BIP_HELPER.get_global_attr('NONRECOVERABLE')) AS TotalWithTaxDisplay
      

       

    2. By default, the attribute tag in the XML will be upper case (TOTALWITHTAXDISPLAY). You can change this to camelcase in the structure tab. 

       
    3. Finally, add the attribute to the template <?TotalWithTaxDisplay?>
    Document:
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  • Boyuan Zhu
    How to Repeat Headers in the Purchasing PDF15.0
    Topic posted September 4, 2018 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders 
    Title:
    How to Repeat Headers in the Purchasing PDF
    Content:

    You can ensure important information is included on every page of the purchasing document PDF by using repeating document headers and table headers. 

    Document Headers

    Information that needs to be on every page can be placed into the document header, located at the very top of the RTF template. The seeded template uses the Different First Page option so that the header on the first page differs from the repeating header on the other pages. If you keep this setting, you will need to make your changes on both the first and second pages. 

    Table Headers

    If you are adding a new table, you can set the table header to repeat for every page it is on. 

    Open the table properties and enable the Repeat as header row at the top of each page checkbox. 

     

    Document:
    header.png (46KB)
    Document:
    Document:
  • Manavalan Ethirajan
    Include custom OTBI/BI Publisher content to the springboard25.0
    Topic posted May 25, 2018 by Manavalan EthirajanSilver Medal: 2,000+ Points, tagged BI Publisher Reports, Business Intelligence, Fusion, Orders, Setup 
    Title:
    Include custom OTBI/BI Publisher content to the springboard
    Content:

    Improve insight and productivity by making your BI analytics available as content in the springboard. Buyer or any other role with necessary privilege to use page composer and access the BI Catalog can add BI analytics to the user-defined infolets page.
     

    How to enable this?

    Follow the steps mentioned below to make custom content available in the springboard.

    1. Add the privilege ‘View Custom Infolet’ to a role and then assign it to the user.
    2. Create an infolet on the User-Defined Infolets page and add a BI analytics to the springboard.

    Please refer the attached document and follow the steps mentioned, to include the custom content to the springboard.

     

  • Deepak Padhy
    Query to See the Approver Name on Whom a PO is Pending For...45.0
    Topic posted August 24, 2018 by Deepak PadhySilver Medal: 2,000+ Points, tagged Approvals, BI Publisher Reports, Business Intelligence, How-To, Notifications 
    Title:
    Query to See the Approver Name on Whom a PO is Pending For Approval
    Summary:
    Query to See the Approver Name on Whom a PO is Pending For Approval
    Content:

    Most of the time we get an SR with requirement to see or extract on which approval level a PO is pending currently for approval. And customer wants a Query for this. Below is the Query we have prepared which will give on whom the PO is currently pending for approval. You can prepare an OTBI report to get the extract of all open POs and you can modify the query as per what column you need.

     

    SELECT poh.segment1
    ,approval_instance_id, assignees, wf.outcome, wf.state ,wf.workflowpattern, wf.title, wf.componentname, wf.compositename, pov.change_order_status
    FROM
    fusion.po_versions pov, fusion.po_headers_all poh  , fa_fusion_soainfra.wftask wf
    WHERE pov.po_header_id = poh.po_header_id
    and pov.change_order_status = 'PENDING APPROVAL'
    and pov.approval_instance_id=wf.compositeinstanceid
    and poh.segment1=  '1004752' -- PO Number
    and state='ASSIGNED'
    and assignees is not null
    and workflowpattern not in ('AGGREGATION', 'FYI')
    and componentname='DocumentApproval'

     

    Thanks

    Deepak.

  • Boyuan Zhu
    How-to: Display Text Attachments in PO PDF34.8
    Topic posted December 21, 2017 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders 
    Title:
    How-to: Display Text Attachments in PO PDF
    Content:

    Customers who attach many large text attachments to their purchase orders may find that the text attachment content does not appear in the purchase order PDF. To support text attachment content totaling over 4000 characters, customers can configure the data model and RTF to retrieve the text attachments directly from UCM. 

    The implementation broadly comprises of the following steps:
    1. Creating 2 datasets at each entity level
        a. The first dataset is to retrieve the document ID for the corresponding entity
        b. The second dataset is to retrieve the text attachment from the corresponding document ID
    2. Creating datalinks based on the corresponding entity ID and document ID
    3. Configuring RTF to concatenate text attachments, when multiple text attachments exist at a particular entity level

    Details can be found in the attached document.

  • Boyuan Zhu
    Updated Navigate to Purchasing Transactions from Reports...35.0
    Topic posted May 31, 2019 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, Business Intelligence, How-To, White Paper 
    Title:
    Updated Navigate to Purchasing Transactions from Reports Whitepaper
    Content:

    You can construct and include links to purchasing documents in your reports using the Navigate to Purchasing Transactions from Reports feature. The whitepaper for the feature has been updated with new instructions on how to add links to Oracle Fusion Transactional Business Intelligence reports. 

    Please find the whitepaper on My Oracle Support: Navigate to Purchasing Transactions from Reports (note 2444555.1).

  • Boyuan Zhu
    How to Find Purchase Orders Associated with a Sales Order5.0
    Topic posted December 20, 2018 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders 
    Title:
    How to Find Purchase Orders Associated with a Sales Order
    Content:

    Customers integrating Purchasing with other applications may need to retrieve details for purchase orders associated with a sales order. You can create and call a BI report using PublicReportWSSService to fetch the associated order details. 

    1. Create the data model in BI Publisher with parameter param_sales_order and a new data set.
    2. Use the following query in the dataset to select orders associated with the sales order. Add any additional attributes you need to the query. 
      SELECT ph.SEGMENT1 OrderNumber,
      pl.LINE_NUM LineNumber,
      pd.DISTRIBUTION_NUM DistributionNumber
      FROM po_headers_all ph, po_lines_all pl, po_distributions_all pd, por_req_distributions_all prd, por_requisition_lines_all prl
      WHERE prd.REQUISITION_LINE_ID = prl.REQUISITION_LINE_ID
      AND pd.REQ_DISTRIBUTION_ID = prd.DISTRIBUTION_ID
      AND pd.PO_HEADER_ID = ph.PO_HEADER_ID
      AND pd.PO_LINE_ID = pl.PO_LINE_ID
      AND prl.SALES_ORDER_NUMBER = :param_sales_order
      
    3. Create a report that uses the data model as the source. 
    4. Run the report using the runReport operation in PublicReportWSSService (see 2086077.1 for WSDL information). 
    Document:
  • Dev Thota
    How to write approval rules for “Outside Processing P...25.0
    Topic posted July 30, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreements, Approvals, Approvals/Notification, Approved Supplier List, BI Publisher Reports, Business Intelligence, Create Requisition, FAQ, Financials, Fusion, General Ledger, How-To, Manage Procurement Catalog, Notifications, Orders, OTBI, Payables, Public Sector, Requisition Processing, Security, Setup, Supplier Communication, Supply & Distribution Planning Cloud, Web Services, White Paper 
    Title:
    How to write approval rules for “Outside Processing Purchase Order” through BPM?
    Summary:
    How to write approval rules for “Outside Processing Purchase Order” through BPM?
    Content:

    Hi all,

    When we are releasing the work order our requisitions are auto approving and POs are getting created automatically. As per the Oracle, we can't control the approvals of PR so we want to enable the approval flow for the purchase orders(OSP orders). If anyone has any idea on how to create a BPM rule for these kinds of POs please let me know.

    Version:
    19B
  • Dev Thota
    Terminated users are getting removed on requisition even...25.0
    Topic posted September 25, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreements, Approvals, Approvals/Notification, Approved Supplier List, BI Publisher Reports, Business Intelligence, Create Requisition, FAQ, Financials, Fusion, General Ledger, How-To, Manage Procurement Catalog, Notifications, Orders, OTBI, Payables, Public Sector, Requisition Processing, Security, Setup, Supplier Communication, Supply & Distribution Planning Cloud, Tip, Web Services 
    Title:
    Terminated users are getting removed on requisition even though the user is PO requester and the user is on inactive state
    Summary:
    Terminated users are getting removed on requisition even though the user is PO requester and the user is on inactive state
    Content:

    Hi all,

    Terminated users are getting removed on requisition even though the user is PO requester and the user is on the inactive state.

    Report Subject Area: Procurement - Purchasing Real Time.

    Thanks,

    Dev Thota.

    Version:
    19C
  • Piyush Bihany
    Access to Procurement/Purchasing Subject Area & Purchasing...45.0
    Topic posted July 30, 2019 by Piyush BihanyGold Medal: 3,500+ Points, tagged BI Publisher Reports, Fusion, How-To, Orders, OTBI 
    Title:
    Access to Procurement/Purchasing Subject Area & Purchasing Related Reports
    Summary:
    User without Buyer role are unable to Access Procurement Subject Area and Procurement Related Reports, Also they are unable to Create New Analysis
    Content:

    Client is live with Oracle Purchasing cloud and users have been creating PO on the Prod Instance.

    However there are few users who doesn't have the Buyer License (Buyer Role is not assigned) and don't have access to create and manage Purchase Order but still wants to review (view only access) for the Purchase order Data via Reports. 
     

    Client has additionally procured license for B84576 - Oracle Fusion Transactional Business Intelligence Cloud Service - Hosted Name, with an understanding that this will grant access to the users for BI Reports. 

    We have created a custom BI Role, and have added the following Privileges to the same: 
    BI Consumer Role 
    And have assigned the custom role to above listed users. 

    These users are unable to create a New Analysis (OTBI report) under the BI Page.

     
    Also for any existing OTBI Report, when the open the same, they are getting error as: 
    No Results 
    The specified criteria didn't result in any data. 

    However the same report is fetch data for other users, who are having Buyer role assigned. 

    Please advice, if in addition to creation of Custom Role for Oracle Fusion Transactional Business Intelligence Cloud Service, any other steps needs to be performed. 

    --

    PB

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