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  • Prateek Parasar
    Enabled BIP Notification for Supplier Registration approval...Answered75.0
    Topic posted November 12, 2019 by Prateek ParasarBlack Diamond: 60,000+ Points, tagged Approvals/Notifications, Business Intelligence, Supplier Registration 
    Title:
    Enabled BIP Notification for Supplier Registration approval but still getting classic
    Summary:
    Do I need to do any other setup. I have done the opt in as mentioned in the Document
    Content:

    Attached document shows my steps to enable and the email I received. I am still getting email as well as worklist entry showing the classic notification and not the BIP based notification. Am I missing something.

    Version:
    19D
    Document:
    BIP_Notificationissue.docx (231KB)
  • Shivani Roy
    How to configure Supplier Registration Approved Email...25.0
    Topic last edited November 6, 2019 by Shivani RoyBronze Medal: 1,250+ Points, tagged Approvals/Notifications, Business Intelligence, Customization, Supplier Registration, Tip 
    Title:
    How to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template
    Summary:
    Steps to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template.
    Content:

    Summary: Steps to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template.

    Description:

    Buying organizations can include additional information to be sent to the supplier by configuring the email notifications using BIP.

    E.g: In the Supplier Registration Approved Email notification, if you want to add a paragraph detailing the organizations quality policies and also want to display additional information dependent upon a supplier registration attribute, then follow the below steps:

    Note:

    1. In order to configure the BIP template the user should have the role: BI Administrator.
    2. This feature is opt in controlled. You need to enable feature Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher.

    Step 1: Create a copy of the template

    Sign in to Oracle Business Intelligence Publisher. In the Suppliers Business Intelligence Catalog, locate the External Supplier Registration Approved FYI Email Report template, and then click Customize. This creates a copy of the template in your Custom folder.

    image2019-10-31_11-45-39.png?version=1&modificationDate=1572502540680&api=v2

     

    Step 2: Download and install BI publisher word add-in

    If BI publisher add-in is not installed for word you can download it from the below link:

    https://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html

     

    Step 3: Download sample data

    Sample data will be required in order to add additional supplier registration attributes to the template. Sample data contains a list of supplier registration attributes along with sample values for these attributes. This when loaded to the template gives you a list of the supplier registration attributes which can be added to the template. Furthermore the sample data is also useful when you want to preview a report for the configuration done.

    To download the sample data follow the below steps:

    Edit the External Supplier Registration Approved Email Data Model available under the Data Models folder.

    screenshot1.png?version=1&modificationDate=1572501032000&api=v2

    Click on the properties from the panel on the left hand side. Download and save the sample.xml

    2.png?version=1&modificationDate=1572501071000&api=v2

    Note: If the sample data does not contain the required attributes, you can edit the sample.xml file using notepad and manually add the required tag and value combination under the correct mapping set.

    To fetch the correct Tag Name and mapping set, open the data model, Click on the Data Sets from the panel on the left hand side and go to Structure tab. XML Tag Names and their mapping sets are listed here.

    datamodel.png?version=1&modificationDate=1572501102161&api=v2

     

     

    Step 4:  Customizing the copy of the seeded template.

    1. Go to Custom folder> Procurement> Suppliers > External Supplier Registration Approved FYI Email Report template. Click on Edit and download the ExtSuppRegNotifApprovalFYIReport.rtf.
    2. Go to BI publisher tab and load sample.xml saved in Step 3.
       3.png?version=1&modificationDate=1572501122090&api=v2
    3. Adding text content: Go to the Insert tab, expand ‘Quick Parts’ to see available pre-existing layouts which can be used to configure the template.
      To add text choose BIP Paragraph of Text from the list.
      4.png?version=1&modificationDate=1572501145000&api=v2
      Add text which is to be displayed in the email.
      5.png?version=1&modificationDate=1572501165000&api=v2
    4. Adding an attribute from the data model to conditionally display content on the BIP report:
      We can also add conditions on any of the supplier attribute to conditionally display content. Example given below shows how to use DFF attribute to conditionally display content on the email. DFF attribute ATTRIBUTE20 is used in the supplier registration to capture the supplier response to the question on the buying organization’s quality policies.
    • To add a condition click on Conditional Region under BI publisher tab.
    • Under General: Select the required attribute from the Data field list. Select the corresponding data type.
    • Under Condition1: Manually enter the value expected to satisfy the condition.
    • Add the required content to be displayed inside the conditional tags <C><EC> as shown below.
      12.png?version=1&modificationDate=1572501190212&api=v2

     

    Step 5:   Viewing a sample report for the customization.

    Note: Temporarily delete the portion highlighted in yellow before viewing a sample. Paste it back after viewing the sample report.

    These tags are references to other folders in the BI and hence will throw error when we try to view a sample report locally.

    Under BI publisher tab click on any of the formats to view a sample report.

    15.png?version=1&modificationDate=1572501214000&api=v2

    Sample report in the pdf format.

    14.PNG?version=1&modificationDate=1572501238878&api=v2

     

    Step 6: Save the template and upload it back into the BI publisher.

    Under Custom folder> Procurement> Suppliers > External Supplier Registration Approved FYI Email Report, note down the layout name and delete the existing template. Click on Upload to upload the configured template. Please note to use the existing name for layout name. For External Supplier Registration Approved FYI Email Report template the layout name is ExtSuppRegNotifApprovedFyi.

    image2019-10-31_11-47-30.png?version=1&modificationDate=1572502650267&api=v2

     

    Once the upload is complete click on View a list on the top right corner and verify that the Default Layout checkbox is checked.

    11.png?version=1&modificationDate=1572501609000&api=v2

     

    Other references:

     

    Document:
    How to customize Supplier registration Approved FYI Email using BIP templates.docx (1.7MB)
  • Piyush Singh
    Modifying subject of external registration email...5.0
    Topic posted September 30, 2019 by Piyush SinghGold Trophy: 10,000+ Points, tagged Approvals/Notifications 
    Title:
    Modifying subject of external registration email notifications
    Summary:
    How to modify the subject of external registration email notifications: Approved, Rejected, Save for Later and Request to Resubmit.
    Content:

    For external supplier registration requests, there are email only notifications sent when:

    1. Requester saves the request to submit later, or
    2. Approver approves, rejects or sends back the request for additional information.

    These email notifications can now be customized using their BIP templates, refer to the following documents:

    CONFIGURE SUPPLIER REGISTRATION APPROVAL DECISION NOTIFICATIONS WITH BUSINESS INTELLIGENCE PUBLISHER

    CONFIGURE SUPPLIER REGISTRATION IN-PROCESS NOTIFICATIONS WITH BUSINESS INTELLIGENCE PUBLISHER

    Using their BIP templates, you can modify the body of the email notifications but you will not be able to modify the subject of the notification. This post details the steps required to modify the subject of these notifications.

    The email subject of these notifications are available as strings in the application and you can change the texts using the User Interface Text tool following the steps below:

    Step 1:

    Login as Procurement Application Administrator and enter a sandbox that has the User Interface Text tool enabled.

    image2019-9-30_13-11-11.png?version=1&modificationDate=1569829704000&api=v2

    image2019-9-30_13-11-33.png?version=1&modificationDate=1569829704000&api=v2

     

    Step 2:

    Access the User Interface Text tool and search for the string that needs to be modified. The string can be found from the subject of the email notifications. For approved notification, the string used is ‘Supplier Registration Request {REQUEST_NUMBER} was Approved’.

    image2019-9-30_13-11-49.png?version=1&modificationDate=1569829704000&api=v2

    Since tokens cannot be the part of search string, suggest you to search using text ‘Supplier Registration Request’ and provide a replacement option:

    image2019-9-30_13-12-7.png?version=1&modificationDate=1569829704000&api=v2

     

    Step 3: From the search results, look out for the string Supplier Registration Request {REQUEST_NUMBER} was Approved and exclude all other strings as shown in the screen shot. You will find the replace box editable for the string which is not excluded. Update this string with the exact string that you need to be made the subject of the email notification. Ensure you provide the token in the replacement string as application does not allow removing tokens from the strings.

    image2019-9-30_13-13-7.png?version=1&modificationDate=1569829704000&api=v2

     

    Step 4: After the correct replacement string is entered and all unwanted strings are excluded, save the change and publish the sandbox.

    image2019-9-30_13-16-54.png?version=1&modificationDate=1569829703000&api=v2

     

    Step 5: Verify the change reflecting on external registration approved FYI notification.

    image2019-9-30_13-17-37.png?version=1&modificationDate=1569829703000&api=v2

     

    Points to consider:

    1. You will have to provide the token that already exist in the string (re-positioning is allowed). This applies to all the strings that use tokens.
    2. Ensure you exclude all the strings that are not required to be changed.
    3. Ensure you publish the sandbox after making the change.
  • Harshith Eshwar Shaila
    Functionality to see Approval flow of a Promoted Supplier...5
    Topic posted September 20, 2019 by Harshith Eshwar ShailaBronze Medal: 1,250+ Points, tagged Approvals/Notifications, Supplier Profile Management 
    Title:
    Functionality to see Approval flow of a Promoted Supplier who is already Approved.
    Content:

    Hi all,

    Is there any path/functionality to view who all approved the supplier who was promoted from Prospective Supplier to Spend Authorized.

    I know we can view the Rejected/In Progress list of suppliers, but can we view the details of a supplier who has been approved (Prospective to Spend Authorized).

    Regards,

    Harshith E S

     

  • Balakrishna Chaturvedula
    Withdrawn Supplier Registration Request stuck at Pending...5
    Topic posted July 6, 2018 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Approvals/Notifications, FAQ, Supplier Profile Management, Supplier Registration 
    Title:
    Withdrawn Supplier Registration Request stuck at Pending Approval after R13 upgrade
    Summary:
    Withdrawn Supplier Registration Request stuck at Pending Approval after R13 upgrade
    Content:

    Hi All,

    We recently upgraded from R12 to R13 18A. We are using the new functionality of "Supplier profile Change Request" workflow. During the upgrade, there were some registration workflows that were in process. When we try to withdraw an existing workflow after upgrade, the workflow is stuck at Pending Approval state. Did anyone face similar issues?

    Thanks, Bala. 

  • Max Basandrai
    Supplier Bank Account Approval Attachments3
    Topic posted January 29, 2019 by Max BasandraiBlue Ribbon: 750+ Points, tagged Approvals/Notifications, Fusion, Supplier Creation 
    Title:
    Supplier Bank Account Approval Attachments
    Summary:
    Supplier Bank Account Approval Attachments
    Content:

    We have enabled the new feature - Approve Internal Changes on Supplier Bank Accounts on R13.

    Now as part of SOX compliance there needs to be somewhere an attachment can be placed so the approver can see where what has been changed and where but we cannot see where the attachment for the bank approval.

    Version:
    R13 19A
  • Prateek Parasar
    Disable All Emails notificationsAnswered3
    Topic posted August 22, 2019 by Prateek ParasarBlack Diamond: 60,000+ Points, tagged Approvals/Notifications, How-To, Supplier Creation 
    Title:
    Disable All Emails notifications
    Summary:
    Disable Email in Supplier Registration
    Content:

    Hi, I would like to know if there is a way to disable all emails from the system. I know I can run BPM in test mode to send all emails to one address but I am more interested to know other emails such as User registration, forgot password and emails from supplier portal. Anyway to disable all ?  Are these kind of emails considered OIM emails ? (I believe OIM notification requires a SR)  but want to confirm if thats the only thing needs to be done.

  • Mohammad Alhindawi
    Approval cycle for the suppliers master data creation6
    Topic posted March 11, 2019 by Mohammad AlhindawiRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Business Intelligence, Create Requisition, Customization, FAQ, Financials, Fusion, How-To, Import, Orders, Payables, Public Sector, Requisition Processing, Security, Setup, Sourcing Programs, Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account, Tip, Web Services, White Paper 
    Title:
    Approval cycle for the suppliers master data creation
    Summary:
    Approval cycle for the suppliers master data creation
    Content:

    Is there an approval cycle for the suppliers master data creation in the app?

    Version:
    Oracle Fusion Procurement Cloud
  • Amber Lomeli
    Supplier Spend Authorized Approval4
    Topic posted July 9, 2019 by Amber LomeliBronze Medal: 1,250+ Points, tagged Approvals/Notifications, How-To, Setup, Supplier Creation, Supplier Registration 
    Title:
    Supplier Spend Authorized Approval
    Summary:
    How to configure just spend authorized
    Content:

    Currently we must enter in a product and service along with creating a role for the user to register the supplier. Is there a way to turn that off so we do not have to enter that on a Spend Authorized Supplier?

     

    Is it possible to initiate approvals through Create Supplier or does it have to be Register Supplier?

    Image:
  • Piyush Singh
    Approval Rules Configuration for Supplier Profile Change...5.0
    Topic posted June 27, 2019 by Piyush SinghGold Trophy: 10,000+ Points, tagged Approvals/Notifications, Supplier Profile Management 
    Title:
    Approval Rules Configuration for Supplier Profile Change Requests
    Summary:
    Understanding the approval rules setup and how these are evaluated to route a supplier profile change request.
    Content:

    In an earlier post (link), we explained how a supplier profile change request is determined for approval requirement using two setup pages. The first one determines if an approval is required or not. If from the first setup, application identifies that approval is required, then it uses the second setup to determine the approvers for the change request.

    The setup pages are:

    1. Configure Supplier Registration and Profile Change Request, and

    2. Manage Supplier Profile Change Approvals

    Through this post, we will explain how Manage Supplier Profile Change Approvals setup page can be used to meet your approval routing requirements.

    Manage Supplier Profile Change Approvals

    This setup page has two stages and six participants in total. For the detailed explanation on stages and participants, you can review our whitepaper: Setting up Document Approvals Oracle Fusion Procurement Cloud (Doc ID 2264952.1).

    Using this setup page you can author approval rules with conditions based on which a change request will be routed for approval. As part of rule configuration, you also choose the list of approvers who should receive the request for their approval when a rule evaluates to true.

    To author approval rules, it is important to understand how application uses approval attributes based conditions to evaluate approval rules. Following are the key points along with examples to explain how this is done. Please note, the values denoted in single quotes are valid values for given supplier attribute that will be used as an approval attribute or change request attribute or both.

    1. Each approval attribute belongs to a dimension like change request header, change request organization detail, change request tax identifier, change request products and services category etc.
       
    2. If the value of approval attribute is changed, the changed value of the approval attribute is considered to evaluate if the approval condition is true.
       

      Examples:

       

      Approval Rule Attribute

      Approval Rule Condition

      Change Request

      Rule outcome/Case from flowchart

       

      Supplier Type

       

      Supplier Profile Value = ‘Sub-Contractor’

       

       

      Supplier Type equals ‘Manufacturing’

       

       

      Supplier Type Changed to ‘Manufacturing’

       

       

       True/Case 1B

       

      Supplier Type Changed to ‘Internal’

       

       

      False/Case 1A


       

    3. If the value of approval attribute is not changed, but another supplier profile attribute belonging to the dimension of the approval attribute is changed, then the supplier profile value of the approval attribute is considered to evaluate if the approval condition is true.
       

      Examples:

       

      Approval Rule Attribute

      Approval Rule Condition

      Change Request

      Rule outcome/Case from flowchart

       

       

      Business Classification

       

      Supplier Profile Value = ‘Small Business’

       

       

      Business Classification equals ‘Small Business’

       

      Certifying Agency Changed to ‘National Women Business Owners Corporation’

       

       

       

      True/Case 3B

       

       Business Classification equals ‘Minority Owned’

       

       

      Certifying Agency Changed to ‘National Women Business Owners Corporation’

       

       

       False/Case 3A

       

    4. If the changed attribute does not belong to approval attribute’s dimension, then following additional cases apply:
       
      1. If the approval attribute belongs to one of the following dimensions - change request header, change request organization detail and change request tax identifier, then the supplier profile value of approval attribute is considered to evaluate if the condition is true.
         

        Examples:

        Approval Rule Attribute

        Approval Rule Condition

        Change Request

        Rule outcome/Case from flowchart

         

        Supplier Type

         

        Supplier Profile Value = ‘Sub-Contractor’

         

        Dimension: Change Request Organization Detail

         

         

         Supplier Type equals ‘Sub-Contractor’

         

         

        Products and Services Category added: ‘Hardware’

         

         

         True/Case 4BB

         

         Supplier Type equals ‘Manufacturing’

         

         

        Products and Services Category added: ‘Hardware’

         

         

         

        False/Case 4BA


         

      2. If the approval attribute does not belong to one of the following dimensions - change request header, change request organization detail or change request tax identifier, then the condition will always be evaluated to false.
         

        Examples:

        Approval Rule Attribute

        Approval Rule Condition

        Change Request

        Rule outcome/Case from flowchart

         Business Classification

         

        Supplier Profile Value = ‘Small

        Business’

         

        Dimension: Change Request Business Classification

         

         

        Business Classification equals ‘Small Business’

         

        Products and Services Category added: ‘Hardware’

         

         

         False/Case 4A

           

        Business Classification equals ‘Minority Owned’

         

         

         Products and Services Category added: ‘Hardware’

         

         

         False/Case 4A

         

    *Please note:

    • Point 4 (a and b) is only applicable starting in update 19B.
    • Supplier header level DFFs belong to change request organization detail dimension. Whether changed or not, these will always be evaluated.

     

    Following flow chart depicts the above mentioned cases (True and False indicate approval rule condition outcome):

    Approval%20Routing%20Cases_Rev.png?version=1&modificationDate=1561547268000&api=v2

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