Purchasing

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  • Patrick Daniels
    An easier way to navigate Oracle to find ERP resources!5.0
    Topic posted October 28, 2018 by Patrick DanielsSilver Medal: 2,000+ Points, tagged How-To, Tip 
    Title:
    An easier way to navigate Oracle to find ERP resources!
    Summary:
    Know which Oracle ERP Cloud resources to use - and when - in a single page dashboard view!
    Content:

    Check out these product specific Quick Link charts. 

    These make navigating Oracle much easier!

    We appreciate any feedback you have,

    Oracle Customer Care

  • Boyuan Zhu
    How to Display the Purchase Order Total with Tax on the PDF15.0
    Topic posted June 1, 2018 by Boyuan ZhuBronze Trophy: 5,000+ Points, tagged How-To, Orders, Tip 
    Title:
    How to Display the Purchase Order Total with Tax on the PDF
    Content:

    The total ordered amount and the total tax are available as separate attributes for display in the purchase order PDF. Customers who wish to sum up these values for a total ordered amount that includes the tax cannot easily add these attributes because they are formatted with separators. Instead, you will need to create a new attribute and add it to the purchase order data model:

     

    PO_BIP_HELPER.get_formatted_display(PO_BIP_HELPER.get_global_attr('ORGORDEREDAMOUNT') + PO_BIP_HELPER.get_global_attr('TOTALTAX')) As TotalWithTax
    

     

     

    Once the attribute exists in the data model, you can include it in the RTF template. For more information about editing the data model and RTF template, please refer to the Purchasing Document Publishing and Communication whitepaper (document ID 1610339.1) on My Oracle Support.

  • Kelly Cooper
    ERP – Recommendations for Modeling Procurement Operations i...25.0
    Topic posted June 3, 2019 by Kelly CooperGold Trophy: 10,000+ Points, tagged Approvals, Fusion, General Ledger, How-To, Manage Procurement Catalog, Requisition Processing, Tip 
    Title:
    ERP – Recommendations for Modeling Procurement Operations in Oracle Cloud Purchasing, 20 June 2019, 9.a.m. PT - Submit Questions
    Content:

    Submit your questions for the SCM – Recommendations for Modeling Procurement Operations in Oracle Cloud Purchasing session to have them answered during the live event. Post your questions by posting a new comment to this topic.

    Please submit your questions by Wednesday, 19 June 2019.

  • Manavalan Ethirajan
    Why can't I find all POs created by different users in...55.0
    Topic posted June 19, 2019 by Manavalan EthirajanSilver Medal: 2,000+ Points, tagged Fusion, Orders, Tip 
    Title:
    Why can't I find all POs created by different users in Purchase Order Landing page?
    Content:

    Purchase Orders Landing page is geared towards the tactical buyer user responsible for administering purchase orders processed in response to requisitions. The information is limited to those transactions where this user has been identified as the named buyer. If you are not the named buyer on any transaction, then the Landing page infolets will not include such a transaction for reporting.

    For users with procurement manager kind of roles, there is a Source to Settle Infolet page that can provide similar kind of insight into the health of the procurement operations in their respective business units. Unlike the purchase orders landing page Information content, this page is not just limited to transactions where the user is identified as the named buyer. Please refer the attached Source to Settle Infolet page screenshot designed for procurement managers to view all purchase orders across agents in single page.

     

    Image:
  • Ujas Bhatt
    Number of record (data) limit in FBDI v/s ADFDi105.0
    Topic posted May 16, 2019 by Ujas BhattSilver Trophy: 7,500+ Points, tagged Financials, Fusion, Manage Procurement Catalog, Public Sector, Tip, White Paper 
    Title:
    Number of record (data) limit in FBDI v/s ADFDi
    Summary:
    Is there a predefined limit for number of records that can go to system while we upload data using FBDI or ADFDi ?
    Content:

    Hi Experts,

    This questions is precisely from Procurement and Finance FBDI  and ADDFi prospective.

    Is there a predefined limit for number of records (data) that we can use in FBDI and ADFDi while we upload the data using spreadsheet?  If yes, do we have any standard oracle document around this indicates this information?

    Also, is there a setup hosted by Oracle that we can increase or decrease this limit ?

    Appreciate your help !!!

    Regards,

    Ujas

  • Boyuan Zhu
    Change Default Attachment Category25.0
    Topic posted May 8, 2018 by Boyuan ZhuBronze Trophy: 5,000+ Points, tagged Agreements, How-To, Orders, Tip 
    Title:
    Change Default Attachment Category
    Content:

    The default attachment category when uploading attachments is "From Supplier". Buyers that regularly upload attachments of a different category can change the category name so that the desired category shows as the first and default entry in the LOV.

    1. In Setup and Maintenance, navigate to the task Manage Attachment Categories.

    2. Search for the module Common Purchasing Entities. The results are the avaialable attachment categories.

    3. Rename the user name for the attachment category you want to have as the default. For example, change "To Approver" to "1 - To Approver", and it will default as the first entry in the LOV.

  • Ivan Pena
    How to allows users to populate a segment of the PO charge...4.7
    Topic posted July 16, 2018 by Ivan PenaBronze Crown: 15,000+ Points, tagged Fusion, General Ledger, Setup, Tip 
    Title:
    How to allows users to populate a segment of the PO charge account
    Summary:
    How to allows users to populate a segment of the PO charge account
    Content:

    Business case

    You want users to be able to provide values for one or more segments of the chart of accounts, while allowing the application to derive the remaining segments using TAB (Transaction Account Builder.),

    Solution

    You can enable a DFF to capture the segment values entered by the user, and then configure Transaction Account Builder to override the respective COA segments with the DFF attribute values.

    Example

    Assume your COA has a segment called 'Department" and you want your PO users to be able to provide the value for this segment, while allowing TAB to derive the remaining COA segments.  The following steps outline the required setup:

    1. Enable a PO header DFF and use an attribute (say ATTRIBUTE1) to capture the Department. Make sure the DFF attribute uses the same value set as the COA segment you want to populate. (Let's say the value set name is COA_Department.) 
    2. Define an account rule in TAB of type "Value set" for the value set used by the COA segment you want to override (COA_Department in this example),) and select the corresponding DFF source (PO Header Attribute1 in this example) as input.
    3. Use the account rule created in (2) to override the corresponding segment In the Transaction Account Definition. Note the transaction account definition needs to have a chart of accounts assigned, so that you are able to assign account rules to named segments (Department in this example.)

    Ivan

  • 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
  • Raju Ch
    Fusion P2P – Oracle Fusion Procure to Pay (P2P) L...5.0
    Topic posted July 22, 2019 by Raju ChGreen Ribbon: 100+ Points, tagged Approvals, Approvals/Notification, BI Publisher Reports, Create Requisition, Financials, Fusion, General Ledger, How-To, Manage Procurement Catalog, Notifications, Orders, OTBI, Payables, Requisition Processing, Setup, Supplier Communication, Supply & Distribution Planning Cloud, Tip, White Paper 
    Title:
    Fusion P2P – Oracle Fusion Procure to Pay (P2P) Life Cycle with Functional and Technical flow
    Content:
    The P2P cycle comprises of the following steps,
    01. Create Requisitions
    02. Approve Requisitions
    03. Create Purchase Orders
    04. Approve Purchase Orders
    05. Receive Goods
    06. Create Payables invoice with Match PO Lines
    07. Approve Invoice
    08. Invoice Payment to Supplier with Electronic Method
    09. Approve Payments
    10. Verify the Transaction Life Cycle
    11. Transfer Payables data to General Ledger
    12. Transfer Payments data to General Ledger
    13. Verify the Journal Batches
    14. Verify the Notifications in Mail
     

    Please click on the below link for more details:

    Fusion P2P – Oracle Fusion Procure to Pay (P2P) Life Cycle with Functional and Technical flow
    https://oracleapps88.blogspot.com/2019/07/fusion-p2p-oracle-fusion-procure-to-pay.html

     

    Thanks,
    Raju Chinthapatla
    http://OracleApps88.Blogspot.com/
    OracleApps88@Yahoo.com
    (+91) 905 957 4321

    Version:
    R12
    Image:
  • Rich Lines
    Auto receipt PO below a set value15.0
    Topic posted May 2, 2019 by Rich LinesBlue Ribbon: 750+ Points, tagged Fusion, How-To, Orders, Setup, Tip 
    Title:
    Auto receipt PO below a set value
    Summary:
    Is it possible to create a rule for this
    Content:

    Is it possible to create a rule/s in Oracle Fusion that would automatically receipt ALL lines on a purchase order IF the overall value is below a certain amount?

    We have 3 way matching set up BUT our organisation struggles with PO's not being receipted by the requester (this delaying payment to the supplier etc.)

    We would like to know if there is a way to for example auto receipt ALL the lines on a PO where the total value of that PO is £100.00 or less.

    Thanks.

    Version:
    Oracle Fusion release 19B