Supplier Management

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  • Aishwarya Pawar
    Supplier Profile Attachments Listing Report64.8
    Topic posted April 30, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To 
    Title:
    Supplier Profile Attachments Listing Report
    Summary:
    Custom BIP Report displaying supplier profile attachments for recently created suppliers
    Content:

    This BIP report will show supplier profile attachments added to the supplier header for all suppliers created in the last 30 days.

    The attached Deployment Instructions.pdf contains steps for importing the data source and report to your instance.  Also attached is the Supplier Profile Attachments.catalog file that will allow you to import these to your instance.

    Image:
  • Hong Gao
    Location Based Access Control (LBAC) for Supplier...5.0
    Topic posted March 29, 2019 by Hong GaoGold Medal: 3,500+ Points, tagged Security, Tip 
    Title:
    Location Based Access Control (LBAC) for Supplier Portal Users
    Summary:
    Tips on using Location Based Access Control for Supplier Portal Users
    Content:

    You can use location based access to control user access to tasks and data based on their roles and the IP addresses of the computers from where they're signed in. This is particularly useful when you have supplier facing application like Supplier Portal deployed.  To achieve better security control, you want your internal users to have unrestricted access to tasks or features only when they're signed into the application from internal/corporate network. While for external users like supplier users, you want to restrict access to the application when users sign in from a public network to access supplier facing application like Supplier Portal.

    Here are the few steps to set this up for supplier portal users:

    • follow the instructions in the following document to enable Location Based Access Control for your application and add the identified IP addresses in the IP Address Whitelist
      LBAC - Steps to Enable / ENABLING LOCATION BASED ACCESS
    • identify the supplier facing roles that user can access from a public network.  Application provides a list of supplier facing job roles out of the box.  Based on your business need, you can identify the roles that can access tasks and data from a public network.  For example, you may want to encourage self service invoicing through supplier portal collaboration.  In this case, you decide to allow supplier users who have Supplier Accounts Receivable Specialist role to perform the tasks from Supplier Portal in the public network. 
    • follow the instruction in the following document and check the box for "Enable Role for Access from All IP Addresses" for the Supplier Accounts Receivable Specialist role.
      LBAC - Steps to Enable / ENABLING UNRESTRICTED ACCESS TO SPECIFIC ROLES

    Once these steps are completed, supplier portal users with the role Supplier Accounts Receivable Specialist will be able to manage self service invoicing from a public network. To extend supplier portal collaboration, you can follow these steps to make other supplier facing job roles public so that users with those roles can perform the related tasks and access data from public IP addresses.

    Please refer to the following links for more information on using LBAC:

    https://cloudcustomerconnect.oracle.com/posts/fdedd888ac

    https://docs.oracle.com/en/cloud/saas/global-human-resources/19a/ochus/managing-location-based-access.html#OCHUS3272236

  • Hong Gao
    Access to Supplier BI Reports45.0
    Topic posted September 25, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged Business Intelligence, Security, Tip 
    Title:
    Access to Supplier BI Reports
    Summary:
    Function security for accessing supplier related OTBI reports
    Content:

    As part of supplier administration and management, internal users want to leverage Oracle Transactional Business Intelligence (OTBI) to review seeded reports as well as construct ad-hoc reports to meet business requirements. Seeded job roles like Supplier Administrator or Supplier Manager has all the function security set up out of the box to satisfy the reporting needs for managing suppliers. However, from time to time, you may want to grant other functional users the ability to review and build reports related to supplier data.

    To achieve that, here are a couple of function security considerations.

    1) there are currently four BI subject areas that are dedicated to supplier and supplier profile data: Supplier - Supplier Real Time, Supplier Registration - Supplier Real Time, Supplier - Profile Change Request Real Time, and Supplier Import - Supplier Real Time.  Content in these subject areas are all secured by duty role Supplier Master Data Transaction Analysis Duty. If your reporting need requires information from these subject areas, this duty role is necessary to access the content.

    2) apart from the duty role above, to have the ability to build an ad-hoc report, the user would also need to have the BI Author role.  

    Within the four supplier content subject areas, there are a few seeded reports:

    a) Supplier Export Reports (catalog path: /Shared Folders/Procurement/Embedded Content/): this folder contains seeded reports that can be used to extract data to populate the import supplier FBDI templates for mass update:

    •  
    • Export supplier data for import template
    • Export supplier addresses data for import template
    • Export supplier business classifications data for import template
    • Export supplier contacts data for import template
    • Export supplier contact addresses data for import template
    • Export supplier products and services category data for import template
    • Export supplier site assignments data for import template
    • Export supplier sites data for import template
    • Export supplier site third-party relationships data for import template

    b) Listing of Supplier Profile Change Requests (catalog path: /Shared Folders/Procurement/Supplier Profile Change Request/Transactional Analysis Samples/): this report allows users to search and report on profile change requests across the supply base.

    User can access the seeded reports by browsing through Catalog.  However, to properly view the data in these reports, user will also need to have the Supplier Master Data Transaction Analysis Duty.

    A special note for supplier portal users:

    • While collaborating with suppliers through Supplier Portal, it's important to note that supplier portal user does not have a navigation path to Report and Analytics work area to build ad-hoc reports.  On Supplier Portal landing page, there is an infolet for Transaction Reports.  From there, user can drill down to an OTBI dashboard with seeded reports on their transactions.
  • Aishwarya Pawar
    Supplier Addresses by Location and Address Purpose Report15.0
    Topic posted May 30, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management 
    Title:
    Supplier Addresses by Location and Address Purpose Report
    Summary:
    Dashboard Displaying Supplier Addresses by Location and Address Purpose (highlighting addresses with missing Phone, Fax and Email)
    Content:

    This dashboard will allow you to retrieve a list of your supplier addresses by Country, State and Address Purpose. It will also highlight addresses that do not have any of the following details: Phone, Fax and Email.

    The Address column of the report is designed to display the entire address and is compliant with the United States address format. It can be updated to display any other address format as needed. In addition, the report can be easily modified to include Fax and Email in addition to the already included Phone column.

    The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance.  Also attached is the Supplier Addresses by Location and Address Purpose.catalog file to import the dashboard to your instance.

    Image:
  • Aishwarya Pawar
    Navigate to supplier profile from OTBI reports, including...25.0
    Topic posted July 31, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, OTBI, Supplier Profile Management 
    Title:
    Navigate to supplier profile from OTBI reports, including sample report
    Summary:
    Creating ad hoc OTBI reports with links to navigate to supplier profiles.
    Content:

    The 19C feature: Navigate to Supplier Profile from Reports allows you to include links in your ad hoc OTBI and BIP reports. These links can be used to navigate to and view supplier profiles.

    Below is an example of one such ad hoc OTBI report that lists suppliers missing Business Classifications. This report can be used to review the list of such suppliers and update their profiles to include the missing information.

    More details about this feature can be found in the Procurement What’s New for Update 19C.  You can also refer to the white paper available here: My Oracle Support (note 2556026.1) for step by step instructions to construct and use these links.

    Image:
  • Hong Gao
    How to include username in new supplier user account email55.0
    Topic posted May 24, 2019 by Hong GaoGold Medal: 3,500+ Points, tagged How-To, Supplier User Account 
    Title:
    How to include username in new supplier user account email
    Summary:
    Steps to include username in the new supplier user account email
    Content:

    When a new supplier user account is created in the application, an email is sent to the new user to reset password and log into the system.  This email, however, does not contain the username information by default.  Buying organization usually determines the username format internally, for example, firstname.lastname@<company domain>.com; this format information is not clear to its supplier users.  You can follow the steps below to include the username information in the email so that supplier user will have the complete account information to access the Supplier Portal application.

    1. Log into the application as an administrator user and go to Security Console > User Categories
    2. Click on the Default user category link, then click on Notifications from the side panel on the left.
    3. Click on Edit button on the upper right corner of the page.
    4. Make sure Enable notifications checkbox is checked for Notification Preferences.
    5. Locate a template name "ORA New Account Template".  This is the template used for the new user account email by default.  Click on the template link to review the details in the dialog.
    6. Uncheck the checkbox for Enabled.  We will disable this default template.
    7. Click Save and Close to dismiss the dialog.
    8. Click on Add Template button.
    9. Provide template name.  Check the Enabled checkbox. Select "New user created" from Event drop down.
    10. For Message Subject and Message, you can reference the details for the same in the "ORA New Account Template", copy the content here and make adjustment as needed.
    11. To include the username information, add the token: ${userLoginId} in the part of the Message that you see fit.
    12. Click Save and Close.
    13. Click Save, and then click Done.

    Emails sent to new supplier users will contain the username information to help user successfully log into Supplier Portal. (See the screenshot for an example email below.)

    image2019-5-21_13-47-34.png?version=1&modificationDate=1558471654000&api=v2

    Please note that since all new users in the application is assigned to Default user category by default, the notification template change above will impact all new users in the application.

    You can reference more details on defining notification template in the following link:

    https://docs.oracle.com/en/cloud/saas/applications-common/19b/faser/managing-implementation-users.html#FASER2253505

  • Shivani Roy
    Configurable auto creation of site assignments for spend...Answered74.7
    Topic posted September 28, 2018 by Shivani RoyBronze Medal: 1,250+ Points, tagged How-To, Setup, Supplier Creation, Tip 
    Title:
    Configurable auto creation of site assignments for spend authorized suppliers
    Summary:
    Configurable auto creation of site assignments for spend authorized suppliers
    Content:

    After a supplier's spend authorization request is approved, the following changes will be applied on the supplier profile:

    1. Supplier’s business relationship changed to Spend Authorized,
    2. New sites created for the supplier depending upon the addresses and business units available in the request, and
    3. Site assignments can be automatically created for the new sites.

    Sites and site assignments are necessary for any financial transactions for the supplier. Site creation is automated so that sites are available at the earliest and with minimal manual intervention.

    Site assignments are also auto created based on the Procurement BU of the site. For more flexibility, you have the option to control the auto creation of the site assignments i.e. you can configure whether auto creation should happen for site assignments or not.

    This configuration is controlled by a checkbox option ‘Auto create site assignments for spend authorized suppliers’ present on the Configure Supplier Registration and Profile Change Request setup. By default, the checkbox is enabled that means site assignments will be created automatically. Unchecking this checkbox will prevent the auto creation of site assignments post spend authorization request approval.

    If you choose to not auto create site assignments, you will have to create them manually from the Edit Supplier page before you enter transactions for such suppliers.

    screenshot.JPG?version=1&modificationDate=1538132157000&api=v2

    Best Practice:

    Based on the business unit setup, consider the number of client BUs that will need to transact with the sites. If the majority of them will need to use the sites for transactions, enable the auto create site assignments option. Otherwise, it may be better to manually create the site assignments rather than deleting the unwanted assignments created from the auto create configuration.

  • Aishwarya Pawar
    Defining Supplier Bank Accounts: Factor Accounts v/s Account...15.0
    Topic posted March 29, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged FAQ, Supplier Profile Management, Tip 
    Title:
    Defining Supplier Bank Accounts: Factor Accounts v/s Account Owners
    Summary:
    When to use Factor Accounts and Account Owners
    Content:

    Bank Accounts can be defined for suppliers at supplier, address or site level. While creating a bank account, you can use several fields to define the bank account such as the Bank, Branch, mark it as a Factor Account or add Account Owners etc.

    This note explains the significance of making a bank account a Factor Account or adding Account Owners. 2 different use cases drive these two functionalities.

    Factor Account: A bank account can be identified as a Factor Account, if the purpose of the bank account is to receive funds that are owed to the supplier, but are being collected on behalf of the supplier by the bank or a third party. The supplier receives payments from the funds collected, minus a commission. Once a bank account is defined as a Factor Account, it will be available to be added to any supplier 's profile. You can select an existing party to be the Factor. In the example below, Factor Tessier Ashpool is an existing party. 

    Once a bank account is made a Factor Account it cannot be updated to no longer be a Factor Account. Similarly, the Factor associated cannot be changed

    Account Owners: As part of the bank account definition, you can add other suppliers to the bank account of the current supplier as joint bank account owners. This is done if a supplier wants to share a bank account with another supplier on a need by basis and is not the same as a Factor Account. The bank account will be available to be added as a bank account for the other supplier on that supplier 's profile.

     

    A bank account defined as a Factor Account can be added as a Bank Account for any other supplier using the Select and Add action in the Bank Accounts table on the other supplier 's profile (at supplier, address or site level).

    A bank account that contains a supplier as an Account Owner can be added to only that specific supplier using the same Select and Add action as above.

    To illustrate: assuming the 2 bank accounts defined above are for supplier: Acme Corporation, they will be available to be added to supplier: Minuteman Supplies using the Select and Add action as shown below.

    NOTE: Third Party Payments available to be set up at supplier sites have a different functional purpose from Factor Accounts and Account Owners and are payments that you make to a supplier on behalf of another supplier.

    Refer to the following documentation for more details:

    Payments Security

     

    Document:
    Document:
  • Aishwarya Pawar
    Where can I find FBDI Import templates for my current...5.0
    Topic posted October 26, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged How-To, Import 
    Title:
    Where can I find FBDI Import templates for my current quarterly update?
    Summary:
    Step by Step instructions to find FBDI Import templates on Oracle Help Center
    Content:

    File-Based Data Import Templates are used to import supplier data from external sources into Oracle Fusion Procurement Cloud. The templates are routinely enhanced to incorporate new functionality and may differ from one quarterly update to another. These templates are available on the Oracle Help Center and here are the step by step instructions to locate them for a given update. It is recommended that you use templates that correspond to your current update.

    1. Access the Oracle Help Center and navigate to Cloud Documentation.
      image2018-10-22_21-41-59.png?version=1&modificationDate=1540269719000&api=v2
    2. Click on the Applications link that appears on the left.
      image2018-10-22_21-43-5.png?version=1&modificationDate=1540269785000&api=v2
    3. Click on the Procurement link available under Application Services > Supplier Chain Management
      image2018-10-22_15-53-12.png?version=1&modificationDate=1540248792000&api=v2 
    4. Select the quarterly update and then click on the Integrate link that appears on the left.
      image2018-10-22_15-55-5.png?version=1&modificationDate=1540248905000&api=v2
    5. Click on the Get started with file-based data import link. NOTE: You can review the SOAP and REST Services from this page as well.
      image2018-10-22_15-57-4.png?version=1&modificationDate=1540249024000&api=v2
    6. Expand the File-Based Data Imports section.
      image2018-10-22_15-58-19.png?version=1&modificationDate=1540249099000&api=v2
    7. All the import templates available for the update chosen are listed.
      image2018-10-22_16-0-5.png?version=1&modificationDate=1540249205000&api=v2
  • Piyush Singh
    Data Access Control on Manage Supplier Registration Requests...5.0
    Topic posted January 30, 2019 by Piyush SinghGold Trophy: 10,000+ Points, tagged Supplier Registration, Tip 
    Title:
    Data Access Control on Manage Supplier Registration Requests Page
    Summary:
    Understanding the data access control on Manage Supplier Registration Requests page and their impacts
    Content:

    You can search for supplier registration requests from Suppliers Workarea using task ‘Manage Supplier Registration Requests’. As detailed below, this task allows users to control data access by provisioning the privilege and granting agent access.

    1. Users cannot access the task without having the privilege ‘Search Supplier Registration Request’, and
    2. Users cannot search supplier registration requests from those Inviting Procurement BUs for which users are not Procurement Agents with Manage Suppliers action allowed.

    This post provides details about the second security mentioned above.

    When searching for supplier registration requests, there are multiple search options available to help users search specific supplier registration request. One of the search options available is ‘Inviting Procurement BU’.

    image2019-1-30_13-33-31.png?version=1&modificationDate=1548835411246&api=v2

    Screenshot 1

    The value of this attribute represents the business unit that invited the supplier to register. You must note that all external registration requests have an Inviting Procurement BU value, whereas internal registration requests may or may not have.

    When you setup the user as a Procurement Agent and grant the access to Manage Suppliers action for a particular procurement business unit, the user will be able to search for supplier registration requests that were invited to register through this procurement business unit (refer screenshot 2).

    image2019-1-30_13-34-8.png?version=1&modificationDate=1548835448520&api=v2

    Screenshot 2

    When a user is not a Procurement Agent or is not granted access to the Manage Suppliers action for specific procurement business unit, the user will not be able to see any supplier registration requests that were registered through this procurement business unit. If user is not a Procurement Agent for any business unit, then the search panel will not show any value for the Inviting Procurement BU attribute, and search results will only be from those requests that have no value for Inviting Procurement BU (refer screenshot 3). This also implies that none of the external supplier registration requests will show up in the search results (refer screenshot 4).

    image2019-1-30_13-34-45.png?version=1&modificationDate=1548835485798&api=v2

    Screenshot 3

    image2019-1-30_13-35-1.png?version=1&modificationDate=1548835501284&api=v2

    Screenshot 4