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Supplier Management

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  • 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

  • Soumya Parhi
    How to track Supplier Logins , that are through the supplier...Answered105.0
    Topic posted August 8, 2018 by Soumya ParhiGold Trophy: 10,000+ Points, tagged Audit, Fusion, Security, Supplier User Account, Tip 
    Title:
    How to track Supplier Logins , that are through the supplier portal ?
    Summary:
    Supplier Portal Login Audit
    Content:

    Good People,

    How to track the supplier logins form supplier portals ?

    Thanks,

    Soumya

    Document:
    How to Generate Fusion Application User Login Audit Report Using BI Publisher # 2190558.1.pdf (1001KB)
    Document:
    Instructions.pdf (1001KB)
    Document:
    Security_Reports.xdrz (12KB)
    Document:
    User_Login_Audit_Report.pdf (2KB)
  • Hong Gao
    Username Generation Rule for Supplier Contact User Accounts25.0
    Topic posted August 28, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged Supplier User Account 
    Title:
    Username Generation Rule for Supplier Contact User Accounts
    Summary:
    How to set up a different generation rule for the username of supplier contact user accounts
    Content:

    When a user account is created for a supplier contact, email is used to generate the username by default.  This can be changed if other rule is preferred.  Please follow these steps:

    • From Security Console, click on Administration
    • Click on General tab
    • Under User Preferences > Generation Rule, switch from E-Mail to a preferred rule, such as FirstName.LastName
    • Save the change

    Supplier user account created onward will use the new username generation rule.  Note that the username generation rule is applicable to all user accounts including non-supplier users.

  • Hong Gao
    Supplier Portal Security - Which5.0
    Topic posted December 22, 2017 by Hong GaoGold Medal: 3,500+ Points, tagged Security, Supplier User Account, Tip 
    Title:
    Supplier Portal Security - Which
    Summary:
    Which set of data can supplier users see in Supplier Portal?
    Content:

    This is determined by supplier user data access.

    While managing supplier contact user account, alongside the Roles tab, there is a Data Access tab.  The Restrict Access To field determines which set of documents a supplier user can access in Supplier Portal.  Supplier data security supports two data access levels to control which transactions supplier users can access in Supplier Portal:

    • Supplier level data access allows the supplier user to access all transaction documents that belong to the supplier for which the supplier user is associated with.

    • Supplier site level data access limits the supplier user to access only the transaction documents that contain the specific supplier sites for which the user has been granted access to. 

    TIP: Data access controls the transaction access for supplier portal users. Since data access definition can expand to parent-child relationship, user with proper data access can see transactions from child suppliers.  For supplier profile, users with Supplier Self Service Administrator job role can only manage profile for their own company.

  • William McLarty
    Supplier Contact not showing when self RegisteredAnswered25.0
    Topic posted August 5, 2019 by William McLartyGold Medal: 3,500+ Points, tagged Public Sector, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    Supplier Contact not showing when self Registered
    Summary:
    Supplier Contact not showing when self Registered
    Content:

    I have created several Self Registered Suppliers - complete with Contacts (sometimes multiple).  After we have approved them and start to create Requisitions, Purchase Orders, Contracts and Negotiations using these Suppliers, the Contact name (and email) are unavailable.  Thinking that I may have missed a step in the setup, I went back and tried to get the Contact to appear.  No Luck!  Any thoughts?  Anyone else find this?  We had the problem in 19B and have just updated to 19C with the same issue...

    Thanks,

    Bill

  • Aishwarya Pawar
    Supplier Contacts Listing Report15.0
    Topic posted August 15, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management, Supplier User Account 
    Title:
    Supplier Contacts Listing Report
    Summary:
    Dashboard Displaying Supplier Contacts by Contact Status and User Account Status
    Content:

    This dashboard will allow you to retrieve a list of your supplier contacts and filter it by the Contact Status and User Account Status.

    The Contact Name and Phone columns of the report are designed to display the Name and Phone Number as concatenated values. The report can be updated to display other contact information such as Mobile and Fax easily.

    The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance.  Also attached is the Supplier Contacts Listing.catalog file to import the dashboard to your instance.

     

    image2018-8-14_22-37-47.png?version=1&modificationDate=1534311467903&api=v2

     

     

     

    Document:
    Deployment Instructions.pdf (498KB)
    Document:
    Supplier Contacts Listing.catalog (2KB)
  • Vineet Gangwar
    Supplier Registration email concerns if SSO is enabled65.0
    Topic posted June 4, 2019 by Vineet GangwarBlue Ribbon: 750+ Points, tagged How-To, Public Sector, Security, Setup, Supplier Communication, Supplier Creation, Supplier Registration, Supplier User Account, Tip 
    Title:
    Supplier Registration email concerns if SSO is enabled
    Summary:
    When SSO is enabled, organisations are suppose to disable the user account related email and this disables the emails for new account creations for supplier as well.
    Content:

    If SSO is enabled, user account creation emails are generally disabled and this causes a challenge to implement supplier portal. As suppliers do not get communicated about their account creations automatically as soon as the account is created, followings are the possible solutions (and their challenges) which can be suggested to clients (there can be few more but these are based on my understandings of the application):

    1: Once supplier is registered and account is crated, go to security console, change the user category and reset the password to resend the emails to suppliers.

    Challenges - In most of the public (even in private) sectors, this activity is performed by a dedicated team of supplier admins/managers and they are not supposed to have the access of "Security Console" because of organisations security policies. Hence this solution doesn't sound feasible to clients.

     

    2- Keep notifications enabled and modify the content of user account email. Detail clear cut instructions for employees and suppliers on how they can access the application but again it comes with the risk that employees (new) might miss the instruction and start using it with the credentials provided in email rather that the SSO ones, which is again big concern for organisations.

     

    These are the 2 possible solutions which I could have thought of based on my understanding of Cloud application. Please feel free to correct me or suggest any alternate solution if you have come across similar requirement.  

    Thanks

    Vineet Gangwar

    Version:
    19b
  • Ramesh Radhakrishnan
    Supplier Portal- Custom role for supplier to prevent...Answered25.0
    Topic posted January 29, 2019 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged How-To, Public Sector, Security, Setup, Supplier User Account 
    Title:
    Supplier Portal- Custom role for supplier to prevent submitting invoices
    Content:

    We would like to create a custom role for certain suppliers to prevent submitting invoices via Supplier portal. I see that the seeded role "Supplier Accounts Receivable Specialist " needs to be copied and modified to achieve this. I need to know what are the priveleges that needs to be removed. Should this be removed in the Role Hierarchy or the Function security policies?

    Is there any document to setup the custom role?

    Version:
    R13-18C
  • Janusz Jasinski
    Supplier audit doesn't show anything for when a supplier...15.0
    Topic posted December 17, 2018 by Janusz JasinskiSilver Crown: 22,500+ Points, tagged Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    Supplier audit doesn't show anything for when a supplier contact has their phone number amended
    Content:

    Hi,

    I've got through the guides and have enabled *every* checkbox (that's not an attribute). However when we make an amendment to a supplier contact, as an example, make a change to their phone number, this is now shown in the audit report

    Should it be? If so, why is it not showing for me? If not, how can I see this amendment?

    Thanks

  • Janusz Jasinski
    Implementing Supplier Audit History for R1375.0
    Topic posted December 11, 2018 by Janusz JasinskiSilver Crown: 22,500+ Points, tagged Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    Implementing Supplier Audit History for R13
    Content:

    Hi,

    I've tried reading the guides on "Implementing Supplier Audit History" but all the references are to the procurement application but all we have is the supplier product.

    Is there any useful guidance on viewing supplier audit history in R13?

    Thanks

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