Self Service Procurement

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  • Anjali Ravichandran

    Hi Ashok,

    Thanks for the confirmation.

     

    Regards,

    Anjali

  • Ashok

    No Anjali. If you add a DFF at Requisition Header, it will be copied as a DFF to the Purchase Order. There is no link between Supplier Notes on a Purchase Order and the Requisition DFF.

  • Anjali Ravichandran

    Hi Ashok,

    Thanks for the reply.

    Yes, I'm ware that requisition DFF details can be copied to the Purchase order DFFs.

    The requirement is currently in Edit Requisition page "Note to Supplier" field doesn't exists at header level and available only at line level whereas in Purchase Orders page "Note to Supplier" field exists at both header and line level.

    So, if we add a new DFF for "Note to Supplier" field at requisition header level will the details entered in it will be copied to existing "Note to Supplier" field at header level in Purchase Orders?

    Regards,

    Anjali

     

  • Ashok

    Anjali

    This is not currently supported. But as I am sure you know,  the requisition DFF details can be copied to the Purchase Order DFFs. Can I ask what the business requirement is to copy these as Notes?

  • Ashok

    Hi Felix

    Thank you for posting these questions. Let me see if I can get to each of them here. I have tried to cover the functionality that is currently available and the recommendation in terms of best practices in the details below

    1. Requester and Submitter employee records is terminated

    This potentially means all the requisitions that are currently handled by this requester have to reassigned to another user. This is handled through the Reassign feature available through the following flows:

    a) To reassign a single requisition to another user, simply navigate to the requisition and select a different user from the list of values. You can optionally send a notification to the new user to acknowedge and own these requisitions

    b) To reassign requisitions en masse, you could select multiple requisitions from the Manage Requisitions flow. The process is the same.

    NOTE: To reassign requisitions to a different user, you need the privilege Reassign Requisition

    Here are some articles that you will find helpful and relevant to understand more on this specific aspect:

    https://cloudcustomerconnect.oracle.com/posts/5032e7c88a

    https://cloudcustomerconnect.oracle.com/posts/d05d806b3d

    2. Approver record is terminated and approvals are currently sitting with the approvers

    This essentially means the notifications that are currently pending with the terminated user have to reassigned to a different approver. It is my understanding that there is an HCM ESS Job that can be run to reassign pending approvals for teminated employees to their managers. 

    You should also be able to reassign pending approval notifications as a BPM Administrator using the BPM Console or the Transaction Console. I cannot find documentation off hand but you should be able to explore this a bit further on docs.oracle.com.

    Here is an article that might help fortify some of these ideas as well:

    https://cloudcustomerconnect.oracle.com/posts/f4b233e778

    3. What happens to the employees in the approval groups, do we have to delete the employees?

    You will need to rebuild the approval groups. I am not aware of a process to automate this. Obviously as best practice and for approvals to work seamlessly, this has to be done as soon the employee user is terminated.

    NOTE:

    There is also a process that is recommended as best business practice that you will need to be aware of in terms of what constitutes terminating an employee. Remember the employee has at least two facets or avatars when it comes to these sort of issues related to approvals. There is the employee record in HCM and there is the User definition with job roles etc. The best practice recommended is to not just terminate the employee's HCM record or profile but also ensure that the user profile is deactivated and  any active roles removed.

    Let me know if the above does not help answer your questions.

  • Haydee Mercado

    Hi Sumana-

    Yes Dismissed Email are always sent as long as we click the Dismiss button.

    As requested here is the screenshot

     

    Thank you

    Haydee

  • Sumana Sarkar

    Hi Haydee,

    Is the Dismissed Email/Notification triggered every time user clicks on the Dismiss button the FYI notification?


    Could you provide a screen shot of the Notifications tab from Task Configuration in BPM ? Please provide this information for the ReqApproval task.
    I want to check if by any chance someone as assigned additional notification here.

    Thanks and Regards

    Sumana

  • Balaji Pallela

    Hi Ashok,

    yes. I have followed the article and still delete option is not available. Below are steps I have followed.

    Setup and Maintenance > Manage Attachment Entities and even after selecting the purchase requisition lines attachment entity, could not delete it. I have uploaded in above post. Help is appreciated.

    Thanks,

    Balaji

     

     

  • Ashok

    Hi Haydee

    I will check and revert on whether the subsequent notification can be suppressed.

  • Haydee Mercado

    Hi Ashok-

    Yes it will, however our user still clicking the button which result on sending additional Dismissed Email/Notification.

    Additional, if this button cannot be hidden.. is there a way to prevent the Dismissed Email/Notification from sending if a user click the dismissed button?

     

    Thanks

    Haydee

  • Ashok

    Balaji

    Can you confirm you reviewed the article and followed the steps there and in spite of that the result is that you cannot delete the attachment? If so, give us the screenshots of what you did as compared to the steps we provided. We can take a look.

  • Ashok

    Hello Srikanth

    i did dig into this a bit more. Turns out the bug updates were only intended to communicate this was not a regression from the earlier bug fix. In essence, this fix is not yet done. It is in progress. So it is not available in 19D.

    Thanks

    Ashok

  • Balaji Pallela

    Hi Ashok,

    Attachment entity could not be deleted in 19C even with Application Implementation Consultant and Procurement Application Administrator.

    Is there any alternate for disabling the attachment category? Help is appreciated.

     

  • Ashok

    Closing the notification should dismiss it in a way as i have observed. It will remove said notification from the active worklist, does it not?

  • Haydee Mercado

    Hi Ashok-

    Our business doesn't want to have this button to be shown/use by our user. 

    As when this button was clicked it will send another email notification,, beside the initial notification received why just an FYI so they think this Button should no longer needed.

    Thanks

    Haydee