Purchasing

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  • Jesus Nolasco
    Delete Procurement Agent2
    Topic posted 12:13 PM 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
  • Sathya Kannan
    Procurement - Procure to Pay Real Time2
    Topic posted 4:37 AM 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

  • 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
  • Judy Hamner
    Is it possible to create a Multi-Year Purchase Order?95.0
    Topic posted January 30, 2019 by Judy HamnerSilver Trophy: 7,500+ Points, tagged Create Requisition, Fusion, How-To, Orders, Requisition Processing 
    Title:
    Is it possible to create a Multi-Year Purchase Order?
    Summary:
    We need to create a multi-year Purchase Order that doesn't encumber the entire balance in the first year.
    Content:

    We have a requirement from a supplier to create a 3 year purchase order.  Since the balance is to be paid over a 3 year period, we do not want the entire balance encumbered immediately when it is created as that would mis-represent our actual current year encumbrance/obligations.  Any thoughts on how to accomplish this?

     

  • ERPNewbie
    Delete a cancelled Purchase Order3
    Topic last edited September 10, 2019 by ERPNewbieRed Ribbon: 250+ Points, tagged Create Requisition, Financials, Fusion, How-To, Requisition Processing 
    Title:
    Delete a cancelled Purchase Order
    Summary:
    Can a cancelled purchase order be still deleted?
  • Sabarish Ganda
    Supervisor Hierarchy Approvals in Purchase Orders2
    Topic last edited August 13, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, Approvals/Notification, How-To 
    Title:
    Supervisor Hierarchy Approvals in Purchase Orders
    Content:

    Do anyone know if we can have only one Supervisor approver and the minimum level for approving the purchase order is Director and Above. 

    Rules are based on Dollar Amount. For Example: if the Dollar Amount >10000 and <100000 director can approve it and above that VP has to approve it.

    In approval rules I see there is option to include First and Last Approver but we are looking for only first approver and minimum level is director.

    Any Suggestions

    Version:
    Oracle Fusion 13, 19B
  • Boyuan Zhu
    Updated Navigate to Purchasing Transactions from Reports...15.0
    Topic last edited 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).

  • Eren Göktepe
    Warning Pop-Up15.0
    Topic posted September 23, 2019 by Eren GöktepeRed Ribbon: 250+ Points, tagged How-To, Notifications, Orders, Tip 
    Title:
    Warning Pop-Up
    Summary:
    I want to warn about some entered values with using pop-up
    Content:

    Hi,

    In order page, I want to warn with using Pop-up to all user acording to entered values.

    For example, we have two ship to location value. They are ALoc, BLoc.

    The user when you choose ALoc, I want that system shows "ALoc adress" with a warning pop-up. When we select the BLoc, i want to happen same things.

    Its not necessary to get adress information from system. I can write by hand.

    Can hel me please about this issue?

    Thanks, Best Regards

    E.

    Version:
    Oracle Application 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
  • Rain Tsui
    OTBI Dashboard to search purchase orders and drill down to...
    Topic posted September 30, 2019 by Rain TsuiGreen Ribbon: 100+ Points, tagged Business Intelligence, How-To, Orders, OTBI 
    Title:
    OTBI Dashboard to search purchase orders and drill down to view purchase order details
    Summary:
    OTBI Dashboard for Line of Business Users or AP Specialists to search purchase orders and drill down to view purchase orders using deep links
    Content:

    Purchasing has released a new "Search and View Purchase Order Information as Line of Business Users" feature in 19D that allows Line of Business Users or AP Specialists to view purchase order details from OTBI or BIP reports using deep links.  The following is a sample OTBI dashboard that allows user to search purchase orders and drill down to view purchase order details.

     

    Screen%20Shot%202019-09-26%20at%204.20.16%20PM.png?version=1&modificationDate=1569540079000&api=v2

     

     

    You can download the report and modify it to meet your business needs: 

    1. Download the catalog file attached to this post
    2. Within the BI Catalog, locate the folder where you want to locate this dashboard, e.g. Shared Folders>Custom>Procurement
    3. Unarchive the catalog file and you will see a new folder called “Search Purchase Orders
    4. Expand the folder
    5. Edit the “Search Purchase Orders”.  You will notice that all the content is in error because you have not placed it in exactly the same location that I had it in.  You must locate the unarchived content in the catalog on the left and drag and drop the correct objects into the dashboard, removing the ones in error as you do so
    6. The drill paths from the dashboard analytics will also not be pointing to their correct paths, so while still editing the dashboard, for each analytic, click on the Properties icon and select “Edit Analysis”, move to the “Criteria” tab and edit the “Column Properties” on the measure.  Open the “Interaction” tab, click on the action links row and then on the edit pencil icon.  Click on the more icon (>>) and select “Edit Action”.  Browse for the correct drill report and select it.  Click OK three times.  Click the save icon and then “Return to Search Purchase Orders” and then edit the dashboard again to repeat this until all the drill reports are set up.
    7. Save the dashboard and run it

     

    To enable the deep link, please see Navigate to Purchasing Transactions from Reports which includes setup details for enabling deep link and how to enable a line of business user or AP specialist to view purchase orders via deep link.

     

    Tips:

    • If you cannot view the ordered amount, currency, change the Currency setting under My Account to Entered Currency or Ledger Currency for desired currency view.
    • If an additional search attribute or result column is needed, modify the corresponding Search Attributes and Search Results. 
    • If you need to let both AP Specialists and Line of Business Users to search and drill down to purchase orders, create two dashboards, each one with the corresponding deep link enabled.
    Version:
    19D