Purchasing

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  • Madhu Chalamalasetty
    Report on Users who have Delegation Set
    Topic posted October 18, 2019 by Madhu Chalamalasetty, tagged Approvals, Approvals/Notification, Financials, Notifications, Setup 
    Title:
    Report on Users who have Delegation Set
    Summary:
    Report on Users who have Delegation Set in setting up Vacation Period
    Content:

    We want to run a report to see who all have active "Delegation" or "Re Assign" set in BPM for Vacation Period.  Does Oracle has a delivered report for this or there is a SQL which I can run to get this data?  Also, we want to restrict a user to delegate based on the approval amount.  Eg: If a user had to approve the requisition and the approval dollar amount is greater than 100K, this transaction cannot be delegated and can only be approved by assigned user.  We are trying to create a rule but we could not find a column for Dollar Amount.  Any ideas on how to get this done?

     

    Thanks,

    Madhu.

    Version:
    19C
  • Sathya Kannan
    Procurement - Procure to Pay Real TimeAnswered4
    Topic posted October 16, 2019 by Sathya KannanBlue Ribbon: 750+ Points, tagged Business Intelligence, Create Requisition, How-To, Orders, OTBI, Payables, Requisition Processing, Setup, White Paper 
    Title:
    Procurement - Procure to Pay Real Time
    Summary:
    Procurement - Procure to Pay Real Time not displaying the Receipt Numbers created against the POs
    Content:

    Hi,

    We would like to create an OTBI report using the Procurement - Procure to Pay Real Time analysis, but the receipt number (available under Invoice column) created for the Purchase orders is not displayed.

    Does anyone know the solution for this?

     

    Regards,

    Sathya Kannan

  • Jesus Nolasco
    Delete Procurement Agent2
    Topic posted October 16, 2019 by Jesus NolascoRed Ribbon: 250+ Points, tagged How-To, Public Sector, Setup 
    Title:
    Delete Procurement Agent
    Summary:
    How can I delete procurement agent that has only been used to view Procurement information?
    Content:

    We have created a few Job Roles that include access to just view Purchase Order information. However, as we add more people to Manage Procurement Agents it looks like there is no way to delete them, only inactive them, is that the case? Or is there a way to delete them?


    We reference the attached article to create View Roles for procurement. 

     

    Version:
    19C
  • Sabarish Ganda
    How to add a new stage in BPM worklist and add creator as...Answered11
    Topic posted April 11, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, FAQ, How-To, Setup 
    Title:
    How to add a new stage in BPM worklist and add creator as the approver to that task
    Summary:
    How to add a new stage in BPM worklist and add creator as the approver to that task
    Content:

    We have specific business requirement to have different levels of approvals, to accomodate that requirement, we need to create a new stage and add the purchase order buyer to that stage as the approver. 

     

    To add creator as the approver, we need to use Expression builder, can anyone advise how to include task creator as the approver by using Expression Builder

    Version:
    Oracle Fusion R13
  • Amit Mishra
    Can we use project financials mapping set in procurement...
    Topic posted October 15, 2019 by Amit MishraRed Ribbon: 250+ Points, tagged Financials, Fusion, Setup 
    Title:
    Can we use project financials mapping set in procurement transaction account builder?
    Summary:
    Can we use project financials mapping set in procurement transaction account builder?
    Content:

    Hi All,

    Here is the scenario: We already have modified the SLA rules in Project Financial management and to derive one of the segment we are using a mapping set. The input source of the mapping set is 'Project descriptive flexfied 2' at project header.

    Now, we are implementing Procurement where we will create project based purchase orders and accordingly need to derive PO charge account using project attributes in transaction account builder (TAB). Following are my questions:

    1. Can I use the same account rule in TAB that are already defined in Project Financials? I see many of them are available in drop down in TAB PO charge account. However when I select them and tries to build account, it gives error.

    2. Assuming I will have to setup account rules within in Purchasing application to be used in TAB, can I use the same mapping set which we already defined in Project Financials? In TAB also, my requirement is to derive one of the segment using 'Project descriptive flexfied 2' at project header. My observation is that I don't see any mapping set which in not defined within Purchasing application.

    Please clarify for me. Appreciate your help.

    Thanks/Amit

     

  • Piyush Bihany
    Oracle Fusion Purchasing License - Permissible Roles...35.0
    Topic posted July 24, 2019 by Piyush BihanyGold Medal: 3,500+ Points, tagged Fusion, Security, Setup 
    Title:
    Oracle Fusion Purchasing License - Permissible Roles Assignment
    Content:

    Our client is live on Oracle Purchase Cloud and got licenses for B69717 - Oracle Fusion Purchasing Cloud Service - Hosted Name User.

    As per our understanding, to grant any user, access to create and view PO, Buyer role needs to be assigned and the same user needs to be created a Procurement Agent under the respective BU.

    However, we have few users from Accounts Payables team, who wants to review the Purchase Order (only view) while navigating and searching under Purchasing UI.

    We have following questions:

    1) Does "Buyer" role assignment determines the consumption of B69717 - Oracle Fusion Purchasing Cloud Service - Hosted Name User license?

    2) If not, how should one ensure that the B69717 - Oracle Fusion Purchasing Cloud Service - Hosted Name User license is not over consumed/assigned to more users, than the licenses purchased.

    3) We have an option of creating a custom role, having View Only privileges to Purchase Order (Manage Purchase Order screen). If we are assigning the custom view only role to the users, will this be accounted as consumption of B69717 - Oracle Fusion Purchasing Cloud Service - Hosted Name User license?

     

    Let me know if any more details are required on this post.

    Thanks in Advance :)

    --

    PB

    Version:
    19B (11.13.19.04.0)
  • Jim Van Tongerloo
    Disable PO Implemented notificationAnswered3
    Topic posted October 8, 2019 by Jim Van TongerlooGold Trophy: 10,000+ Points, tagged Approvals, Approvals/Notification, Orders, Setup 
    Title:
    Disable PO Implemented notification
    Summary:
    Disable PO Implemented notification
    Content:

    Hi,

    We are importing Purchase Orders and we've noticed that the buyers on each document receive a 'Document (Purchase Order) *** Implemented' FYI notification for each PO that was imported.

    This results in massive amount of emails for buyers.

    Is there an easy way to disable this FYI notification, until after migration?
    We do not want to modify the emailaddresses of the buyer, as this is used in the PO migration.

    Thanks.

    Version:
    R13 19C
  • Mahi Arora
    ER : 27853390 Define Different Ways For Purchase Order...1
    Topic posted October 7, 2019 by Mahi Arora, tagged Setup 
    Title:
    ER : 27853390 Define Different Ways For Purchase Order Numbering
    Summary:
    ER : 27853390 Define Different Ways For Purchase Order Numbering
    Content:

    Hi,

    Please let us know the timeline for this ER to be implemented.

  • Henny Bastiaansen
    Override email addresses in SaaS test instanceAnswered5
    Topic posted November 12, 2015 by Henny Bastiaansen, tagged Setup 
    Title:
    Override email addresses in SaaS test instance
    Summary:
    Override e-mail address
    Content:

    Hi all,

    Does anyone know how email addresses from suppliers/customers can be overridden with a generic internal one when SaaS production instance is cloned to a test instance? In other words “how to prevent emails being sent to suppliers/customers when performing test cyclus?

    Thanks in advance for an answer.

     

    Best Regards,

    Henny

  • 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