Purchasing

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  • Rich Lines
    'Withdrawn: Approve Purchase Order' email...2
    Topic posted September 10, 2018 by Rich LinesBlue Ribbon: 750+ Points, tagged Approvals, Approvals/Notification, Fusion, How-To, Notifications, Setup 
    Title:
    'Withdrawn: Approve Purchase Order' email notifications
    Summary:
    I am seeking guidance on how to disable these notifications coming through to approval group members.
    Content:

    We have recently upgraded to Oracle Fusion R13 (18B). Members of the approval group for purchase orders are now receiving an FYI type email notification when another member of the group approves a PO. The email only comes through 3 x days AFTER the PO was originally approved. These notifications are clogging up our email accounts and we would like to disable.

    Can anybody confirm the steps I need to undertake to stop this notification from being actioned? I do not wish to affect any other notifications that are set up (we do not have notifications set up to inform of PO approval however).

    I believe the task might be 'DocumentApproval'. Within the 'Notifications' tab, I can see that 'Enable Reminder' is checked and the frequency is set as every 3 x days. This would correspond to when we receive these notifications compared to when the PO was approved. Would simply un-ticking this box have the desired effect?

    Many thanks

     

    Version:
    Oracle Fusion R13 (version 18B)
  • Sabarish Ganda
    Access other's Approval notifications incase of...Answered55.0
    Topic posted March 31, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, Approvals/Notification, How-To, Notifications, Security, Setup 
    Title:
    Access other's Approval notifications incase of Emergency
    Summary:
    We have 4 people as buyers and one of them is out because of emergency, but there is certain purchase that waiting for her approval, is there a way to acess them and reassign to others?
    Content:

    We have 4 people as buyers and one of them is out because of emergency, but there are certain purchase orders that are waiting for her approval and some other she is working on and next she is the approver, so is there a way to access them and reassign to others so that other buyer can take action on it?

  • Achala Munasinghe
    Amend PO Communication E-mailAnswered5
    Topic posted December 13, 2017 by Achala MunasingheGold Medal: 3,500+ Points, tagged FAQ, How-To, Notifications, Orders, Setup, Supplier Communication, Tip, White Paper 
    Title:
    Amend PO Communication E-mail
    Content:

    Hi All,

    I have requirement to change the email body used for Purchase Order Communication. Because the standard message does not contain other than following;

    "Review the purchasing document and any files that are attached to the message"

    Here I want to add the signature used in company email.

    Appreciate your expertise support

     

    Regards

    Achala

     

     

    Image:
  • ALEXANDER JOSEPH
    Approval workflow to a specific position1
    Topic posted September 5, 2019 by ALEXANDER JOSEPHRed Ribbon: 250+ Points, tagged Approvals, Approvals/Notification, Notifications, Orders 
    Title:
    Approval workflow to a specific position
    Summary:
    Requirement to send PO approvals based on amount and to a specific position
    Content:

    Hi,

    HR Departments have been setup, Positions and Job levels within the HR departments have been defined.

    Each HR department is a cost center

    Customer has the following requirement : Purchase order has different cost centers at line level. Now based on the cost center and PO header amount , the approval notification should be sent to a specific position

    e.g Dept A / Cost center A has 3 positions - Manager , Finance Manager , Senior Finance Manager

    Approval limits for the above positions are say 5000, 10000 and > 10000

    So if the PO has cost center A , and Amount is 8000 , approval notification should go the the position of Finance Manager ( there are users/persons linked to this position)

    So in effect this is not linked to the requester/buyer position/supervisory hierarchy , instead of routing to a specific worker , requirement is to route to a position

     

    Thanks

     

    Version:
    19B
  • Ekansh Jain
    Auto-population of need-by/promise date on PR/PO based on...15.0
    Topic posted June 6, 2019 by Ekansh JainBronze Medal: 1,250+ Points, tagged Agreements, Create Requisition, Fusion, How-To, Manage Procurement Catalog, Notifications, Orders, Requisition Processing, Setup, Supply & Distribution Planning Cloud, White Paper 
    Title:
    Auto-population of need-by/promise date on PR/PO based on Lead time setup for an item corresponding to ship-to location
    Summary:
    Auto-population of need-by/promise date on PR/PO based on Lead time setup for an item corresponding to ship-to location
    Content:

    Hi,

    Please let me know if there is any workaround or custom solution to achieve the below requirements in Oracle Purchasing Cloud.

    Scenario: Auto-population of need-by/promise date on PR/PO based on Lead time setup for an item corresponding to ship-to location

    Use Cases

    1. Manual Purchase requisition: Requestor selects the ship-to location and Catalogue item, the system automatically populates the need-by date as <SysDate+Lead Time>. This data flows to the PO as Promise Date
    2. Min-Max Planning based Purchase Requisitions: Min-Max planning is run at Org/Sub Inventory level which automatically populates the need-by date as <SysDate+Lead Time>. This data flows to the PO as Promise Date

    As-Is Business Process: Client maintains BPA for each catalogue item with the supplier but doesn’t use ship-to location on the BPA. Lead time is separately managed in custom form for each Item-Ship-to combination. When the user enters PR or min-max planning triggers a PR, customization calculated the need-by date as <SysDate+Lead Time> (as maintained in the mentioned custom form), and populates on PR. This need-by date flows to the PO as the promised date. Buyer can override this date if there are concerns with the promise date from the supplier side.

     

    Why is it critical:

    1. To make sure the right expectations are set up with the requestor about the availability of purchases
    2. To make sure inventory specialists sees correct Supply/Demand picture as promise date is used as supply cut-off date. This helps in avoiding the inventory stock-out situations
    3. To enforce the SLA agreements with vendors, and vendor’s performance can be measured
    4. Extra work to override the populated promise date which will be sysdate if this solution is not in place. Separate communication needs to happen to change this as per SLA agreement which is extra work

    Requirements:

    1. Show end user what is the lead time for that ship-to location for the item?
    2. Auto-populate <SysDate + Lead time> as the promise date on PR/PO. This should be applicable to both manual as well as planning (Min-max) based PR
    3. Supply and Demand report should be able to use the Lead time while calculating the demand/supply based on the cut-off date
    4. Ability to see/review updates on PO promise data by supplier
  • Balakrishna Chaturvedula
    Bell does not show Notification but Worklist has the...5
    Topic posted June 27, 2018 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Approvals, Fusion, Notifications 
    Title:
    Bell does not show Notification but Worklist has the notification
    Summary:
    Bell does not show Notification but Worklist has the notification
    Content:

    We are on R12. I see that PO approval notifications are appearing on the worklist but not appearing on bell. Also, these notifications are all more than one month old. If a new notification arrives, it appears in both places. Not sure why old notifications are not showing up on bell. Any thoughts?

    Thanks, Bala.

  • Mahendran Radhakrishnan
    BPM Worklist access to view only Procurement Module...65.0
    Topic posted September 10, 2019 by Mahendran RadhakrishnanBlue Ribbon: 750+ Points, tagged Notifications 
    Title:
    BPM Worklist access to view only Procurement Module Notifications
    Summary:
    BPM Worklist access to view only Procurement Module Notifications
    Content:

    We need to provide BPM worklist notification access only for Procurement module so that the user can see only procurement related notifications in his login.
    Kindly let us know if this possible as currently BPM worklist administrator role provides access to view the notification from all modules

    Version:
    Oracle Fusion Release 13 19C
  • Nishanth B Jain
    Communicate Purchasing Documents via EmailAnswered45.0
    Topic posted October 30, 2018 by Nishanth B JainSilver Crown: 22,500+ Points, tagged BI Publisher Reports, Notifications, Supplier Communication 
    Title:
    Communicate Purchasing Documents via Email
    Content:

    Hello People,

    We wanted to know the process of document communication.

    we have setup like

    1. At supplier site communication method is None and on PO its None

    in this scenario communicate will work ? when we give email id after selecting communicate option in PO

    Thanks,

    Nishanth

     

  • Nishanth B Jain
    Customize Supplier notificationAnswered15.0
    Topic posted October 29, 2018 by Nishanth B JainSilver Crown: 22,500+ Points, tagged Agreements, Approvals, Approvals/Notification, Approved Supplier List, Fusion, Notifications, Orders 
    Title:
    Customize Supplier notification
    Content:

    Hello People,

    Can we customize the notification email body sent to Supplier.

     

    Thanks,

    Nishanth

    Image:
  • Balakrishna Chaturvedula
    Difference between Task Level and Assignee Level1
    Topic posted March 5, 2018 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Approvals, FAQ, How-To, Notifications 
    Title:
    Difference between Task Level and Assignee Level
    Summary:
    While configuring Expiration Settings we have three options. A good document to explain the functionality would help
    Content:

    Hi All,

    While configuring Expiration Settings in PO or any Approval workflow three options exist:

    1. Do Nothing - Self Explanatory.

    2. Task Level

    3. Assignee Level

    I would like to understand the difference between option 2 and 3. Also, how do these options work in conjunction with "Maximum Escalation Levels". Also, I do not find all approver titles in the field "Highest Approver Title". Any pointers to documentation regarding this would help. Attached is a screen from BPM.

    Thanks, Bala.

    Image: