Supplier Management

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  • 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
  • Ahmed Hashem
    approval on internal supplier profile changes5
    Topic posted June 19, 2019 by Ahmed Hashem, tagged Approvals/Notifications, Customization, Fusion, How-To, Security, Supplier Creation, Supplier Profile Management, Supplier Registration 
    Title:
    approval on internal supplier profile changes
    Summary:
    I have an idea to prevent supplier internal changes with no need for approval .
    Content:

    Hello ,

    i have a business requirement from one of the customers ,

    He have two people with supplier manager role .

    Buyer A and Buyer B .

    Buyer A has to go to supplier Profile to promote him to spend authorized from prospective status . but we need to prevent this user from editing Supplier Profile .

    Buyer B have the authority to amend the supplier profile , no problem .

    Now based on these cases i have a requirement to restrict Buyer A Not to amend Just Promote , and based on latest updates , we can not create a custom role that seperated the supplier maitain priviliges and the promote supplier button .

    so i am suggesting a new work around :

    1- as there is a UI Personalizations based on the Role

    2- we will create custom role to be copied from the supplier manager .

    3 we will custom the UI to make some fields disabled or not showing for this custom role .

    i think by this way we have a work around for this  ER 21984076 .

    Now i need a document or steps guides me how to personalize the UI ti be per role level not Site Level

  • Piyush Singh
    Approval Rules Configuration for Supplier Profile Change...5.0
    Topic posted June 27, 2019 by Piyush SinghSilver Trophy: 7,500+ 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
  • Hamish Gifford-Moore
    Approve supplier bank account changes4
    Topic posted March 27, 2018 by Hamish Gifford-MooreRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Security, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    Approve supplier bank account changes
    Summary:
    Approve supplier bank account changes
    Content:

    Is it possible to place a supplier on payment hold when any changes to nominated fileds have been made. These might be bank account details, payee name, payment method etc.

    If a hold is not possible can we utilise the audit facilities to perhaps drive mesaging to manage this. Perhapos by using API's thought ICS to set a hold flag on the supplier after a trigger from teh audit table?

    Any ideas welcome

    We are on R12 but moving to R13.

  • Karlay Tan
    Customer Survey - Approvals Configuration Terminology
    Topic posted November 2, 2018 by Karlay TanGreen Ribbon: 100+ Points, tagged Approvals/Notifications 
    Title:
    Customer Survey - Approvals Configuration Terminology
    Content:

    Hi Supplier Management customers, 
     

    We are seeking your participation in a survey on business policies/approvals related terminologies.  We will use the collected information to enhance the approvals configuration experience in Oracle Cloud.   Participants should be responsible for communicating or implementing business policies in your organization.  If there are others in your organization who have these responsibilities, please feel free to share this survey link with them.

     

    https://tinyurl.com/y83ny32j

     

    The survey will not take more than 10 mins. We appreciate your input and look forward to hearing back from you.

  • Vikram Agarwal
    Customizing "SpendAuthorizationRequestFYI"Answered2
    Topic posted April 11, 2018 by Vikram AgarwalBlue Ribbon: 750+ Points, tagged Approvals/Notifications, Customization, Supplier Registration 
    Title:
    Customizing "SpendAuthorizationRequestFYI"
    Summary:
    Customizing "SpendAuthorizationRequestFYI"
    Content:

    Hello Everyone,

    One of our client has a requirement where they would like to send a FYI notification to a group of people after final supplier approval. We were able to achieve this by adding a new Stage in the SpendAuthorizationRequestFYI (screenshot attached) workflow.

    Just wanted to check if there is any better way to achieve the same. Also in case of environment upgrade will the solution work or will it be overwritten by seeded values.

    Thanks in Advance

    Vikram Agarwal

  • Vikram Agarwal
    Differentiate between Supplier registered Internally vs...Answered3
    Topic posted May 17, 2018 by Vikram AgarwalBlue Ribbon: 750+ Points, tagged Approvals/Notifications 
    Title:
    Differentiate between Supplier registered Internally vs Externally on Supplier Spend Authorization Approvals
    Summary:
    Differentiate between Supplier registered Internally vs Externally on Supplier Spend Authorization Approvals
    Content:

    Hello,

    By default we are creating suppliers as Prospective supplier. Now at time of promotion to Spend Authorized we would like to follow different approval mechanism for supplier registered internally as compared to external supplier registration.

    I was able to identify "Spend Authorization Request Source" attribute (with values as Manual Request/Registration External/Registration Internal/Registration - Sourcing Invitation/Self Service Procurement/Sourcing Award) which I think we can leverage to meet the requirement. 

    Appreciate any thoughts/idea on how we can achieve the same or if we can use the above attribute.

    Thanks in Advance

    Vikram

  • 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.

  • Prateek Parasar
    Enabled BIP Notification for Supplier Registration approval...Answered65.0
    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
  • Jasper Oskam
    External supplier registration request keeps being rejected18
    Topic posted November 20, 2016 by Jasper OskamRed Ribbon: 250+ Points, tagged Approvals/Notifications, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    External supplier registration request keeps being rejected
    Summary:
    External supplier registration request keeps being rejected
    Content:

    Hi,

    since a few days, all external supplier registration requests keep beging rejected straight away. I have linked a rule that should automatically approve all registrations, but every supplier I try keeps being rejected. The message just says ' supplier rejected' and I cannot see any additional information why the supplier is rejected. In the supplier data I cannot see any details, it just says error (see attachment).

    Internal supplier registrations do work (similar rules) and also the promote to spend approval flow works properly.

    Can I see somewhere what is the cause of this issue (why is it rejected) and what could be the cause?

    Thank you

    Jasper

    Image: