Purchasing

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  • Akash Jadhao
    Change Order Cost Center manager Approval at line level3
    Topic posted November 6, 2019 by Akash JadhaoRed Ribbon: 250+ Points, tagged Approvals, Approvals/Notification, Fusion, How-To, Setup 
    Title:
    Change Order Cost Center manager Approval at line level
    Summary:
    Whenever there is change order happens against PO and changes done at line level the change order should follow newly added line cost center manager approval hierarchy not the existing lines
    Content:

    There is change order(XX)exist against PO (***) and which are having status either Incomplete/Pending Approvals or Approved.

    Requirement : If new line are been added in to change order(XX) then it should always follow the newly added lines (cost center) approval hiearachy. 

    Rules are written on amount changed at header level including the cost center numbers with respect cost center manger approvals and which is working fine.

    User needs that,if there is additonal line added in the change order then it should only follow the added lines cost center manager approvals not the exisiting lines cost center approvers.

    Is there any attributes where We can compare the cost center with existing lines cost center and build approval hieararchy around it.

    Can any one help on the same.

     

     

    Version:
    Fusion 19C
    Image:
  • Manoj Kumar Chaurasia
    Otis is looking for a data archiving strategy for Purchase...
    Topic posted 7:19 AM by Manoj Kumar ChaurasiaBronze Medal: 1,250+ Points, tagged Fusion, Security 
    Title:
    Otis is looking for a data archiving strategy for Purchase Order, AP Invoices, Requisitions or for any transactional data
    Summary:
    Otis is looking for information from other companies for data archiving strategies in Oracle Cloud. We would love to here from Oracle or any companies archiving their data in Oracle Cloud
    Content:

    Otis is looking for information from other companies for data archiving strategies in Oracle Cloud. We would love to here from Oracle or any companies archiving their data in Oracle Cloud

  • Ahmed FathAllah
    Change the Inventory Organization in Open PO2
    Topic posted November 9, 2019 by Ahmed FathAllahGreen Ribbon: 100+ Points, tagged Fusion, Orders 
    Title:
    Change the Inventory Organization in Open PO
    Summary:
    Change the Inventory Organization in Open PO
    Content:

    Many customers want when they issue PO (Approved PO) they can edit it and update the receiving inventory organization. this is very common due to many reasons, one of them is; warehouse capacity issue. Currently, in Oracle Purchasing Fusion, we can't do it. Does anyone face the same issue? The workaround available and suggested by Oracle engineers is:

    split the schedule in the PO
    change the org to the new schedule
    have all quantity for the new org in this new schedule"

    This workaround is not correct because; you can't delete the old schedule or put zero in the quantity field. The only option here is to cancel the old schedule but you must go to the PO line quantity and double it to make it equal to the new schedule and the old canceled schedule quantities laugh

    Version:
    19D (11.13.19.10.0)
  • Max Basandrai
    Total Tax on PO1
    Topic posted November 12, 2019 by Max BasandraiBlue Ribbon: 750+ Points, tagged Create Requisition, Financials, Fusion, How-To, Orders, Procurement Contracts, Requisition Processing, Setup 
    Title:
    Total Tax on PO
    Summary:
    Remove Total Tax on PO
    Content:

    The client would like to remove the total tax from being calculated from the PO so only the ordered amount remains.

    Version:
    19C (11.13.19.07.0)
  • Anil Nair
    Approved Supplier List (ASL)35.0
    Topic posted December 13, 2018 by Anil NairBronze Medal: 1,250+ Points, tagged Agreements, Approvals, Approvals/Notification, Approved Supplier List, Create Requisition, FAQ, Fusion, How-To, Manage Procurement Catalog, Orders, Requisition Processing, Setup, Supplier Communication, Supply & Distribution Planning Cloud, Tip, White Paper 
    Title:
    Approved Supplier List (ASL)
    Summary:
    Approved Supplier List (ASL)
    Content:

    Hi,

    We have a requirement to restrict any purchasing (Req/Orders) for specific suppliers (Blacklisted).

    The approved supplier list functionality doesn't allow any restriction on Order creation when category and supplier from ASL is used.

    There are no Inventory items for now only categories.

    Also, i'm unable to find the source document - Blanket Purchase Agreements, there is only Contract Purchase Agreement in the drop down list under ASL source documents.The Generate Approved supplier list also doesn't show any agreement numbers.

    Please share if you have come across customers with similar requirement.

    Many thanks.

    Anil 

  • Judy Hamner
    Modify DFF Display TypeAnswered10
    Topic posted October 28, 2019 by Judy HamnerSilver Trophy: 7,500+ Points, tagged Create Requisition, Fusion, How-To, Orders, Setup 
    Title:
    Modify DFF Display Type
    Summary:
    Is is possible to change the Display Type of a Descriptive Flexfield from a List of Values to a Text Box?
    Content:

    We have an existing Purchase Order Distributions DFF that was configured with a Display Property of  List of Values with a Validation Value Set.  Due to a change in business process, the business owners would like to change this DFF to be a Text Box without a List of Values associated with it.  Is it possible to modify the DFF Segment Value Set and Display Properties to be a Text Box?

    Current Configuration screen shots are included for reference.

     

     

    Image:
    Document:
  • Amit Mishra
    Can we use project financials mapping set in procurement...1
    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

     

  • 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?

     

  • 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)
  • Shakera Harriott-Livingston
    Spend Data1
    Topic posted October 10, 2019 by Shakera Harriott-Livingston, tagged BI Publisher Reports, Fusion, OTBI 
    Title:
    Spend Data
    Summary:
    Most accurate way to pull spend data
    Content:

    What is the best and most accurate way to pull a spend data from Oracle Fusion; we want to pull the overall spend using invoices and possible the committed amount from POs