Supplier Management

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  • 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.

  • Shivani Roy
    How to display the external Supplier Registration pages in...25.0
    Topic posted August 30, 2018 by Shivani RoyBronze Medal: 1,250+ Points, tagged How-To, Setup, Supplier Registration, Tip 
    Title:
    How to display the external Supplier Registration pages in different languages
    Summary:
    Buying organizations deal with suppliers who interact in languages other than that of the buying organizations. This requires buying organizations to provide potential suppliers with the registration
    Content:

    Description:

    The administrator can access the setup tasks in the following steps from the Setup and Maintenance work area.

    Step 1: Identify the installed languages.

    The key to changing the language for the Supplier Registration pages is to find the corresponding Language Tag in the setup task ‘Manage Languages’. Choose to display only the languages installed by using the ‘Installed’ drop down under the Search region. Translation can be done only for installed language packs.

    Note down the ‘Language Tag’ value for the languages in which the pages need to be rendered. 

    image2018-8-30_14-15-24.png?version=1&modificationDate=1535618776000&api=v2

    Step 2: Append language to the Supplier Registration URL.

    Pick up the external Supplier Registration URL from the setup task ‘Configure Procurement Business Function’. Please note that the setup task access is Procurement BU specific and therefore the Supplier Registration URLs are also Procurement BU specific.

    image2018-8-30_14-15-42.png?version=1&modificationDate=1535618776000&api=v2

    The URLs picked up will be in the format:

    Prospective Supplier Registration: https://<host>/fscmUI/faces/PrcPosRegisterSupplier?prcBuId=<value>

    Spend Authorized Supplier Registration:

    https://<host>/fscmUI/faces/PrcPosRegisterSupplier?prcBuId=<value>&busRel=<value>

    To render the URL in the required language, append the language tag noted earlier to the end of the registration URL in the format: &lang=<Language Tag Value>

    https://<host>/fscmUI/faces/PrcPosRegisterSupplier?prcBuId=<value>&lang=<Language Tag Value>

    E.g: https://<host>/fscmUI/faces/PrcPosRegisterSupplier?prcBuId=<value>&lang=es

    Point to note:

    • The language tag should be given as it is and not be enclosed in quotes or brackets.

    Buying organizations can append the URL with required language before sending it to potential suppliers. Alternatively, if the URL’s is published on the buying organization’s website they can publish multiple URLs pointing to different languages.

     

    Snapshot of external Supplier Registration page in translated language Spanish.

    image2018-8-30_14-16-4.png?version=1&modificationDate=1535618776000&api=v2

  • Aishwarya Pawar
    Which address format is used to define a supplier address?5.0
    Topic posted January 31, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged How-To, Setup, Supplier Profile Management 
    Title:
    Which address format is used to define a supplier address?
    Summary:
    Identifying the correct address format for supplier addresses
    Content:

    Supplier Addresses should be specified using the Postal Address Style Format.

    Country specific address formats can be defined using the Manage Address Formats task. Address elements for a given supplier address are driven by the country and are derived from the address format defined for that country.

    Follow the steps below to locate the country specific address format used for defining your supplier addresses:

    1. Navigate to Setup and Maintenance Workarea.
    2. Locate the Manage Address Formats task.
    3. Address formats can be specific to a given country. Select the country of a given supplier address.
    4. Select the Style as Postal Address and click on the Search button.
      image2019-1-30_10-42-18.png?version=1&modificationDate=1548873738000&api=v2
       
    5. Click on the link that appears under the Name column.
    6. This will bring you to a page that displays the format used by supplier addresses defined for the country specified in the search and should map to the Address elements displayed on the Create or Edit Address page of a supplier.

    image2019-1-18_16-36-44.png?version=1&modificationDate=1547858204000&api=v2

     

    Tip: If no address format has been defined for a country, a default address format is available. You can use the following search criteria to locate that format.

    image2019-1-18_16-41-13.png?version=1&modificationDate=1547858473000&api=v2

    Note: Attached document contains the same details above for your reference.

  • Shivani Roy
    Data Access Control on Supplier SitesAnswered95.0
    Topic posted January 31, 2019 by Shivani RoyBronze Medal: 1,250+ Points, tagged Security, Setup, Tip 
    Title:
    Data Access Control on Supplier Sites
    Summary:
    Understanding the configuration of data access control on supplier sites
    Content:

    There are two levels of security that allows access the supplier site information:

    1. Security privileges:
      • View Supplier Site (POZ_VIEW_SUPPLIER_SITES_PRIV): Allows view access to supplier site information.
      • Maintain Supplier Site (POZ_MAINTAIN_SUPPLIER_SITES_PRIV): Allows edit access to supplier site information.
    2. Manage Procurement Agents setup task: Agents access control is given at the "Manage Suppliers" level on this setup task. This setup provides procurement business unit based edit access to users. Supplier sites being the entity linked to procurement business units the users can only edit those sites of a supplier for whom the agent access has been given at the "Manage Suppliers" level.

    Let’s review these use cases to better understand the data access control on supplier sites:

    • Configuration for senior management users who need view only access to sites:

    To ensure the user has view access to all sites information i.e. sites belonging to all procurement business units, grant the privilege View Supplier Site to the user.

    • Configuration for supplier administrators or managers who need edit access to sites.

               There are two steps involved:

    1. Identify the procurement business units for which the user should be allowed to maintain supplier site   information. For all such procurement business units, make the user a procurement agent allowed to Manage Suppliers in the setup task Manage Procurement Agents.
    2. After making the user procurement agent for all procurement business units that user is allowed to maintain sites from, grant the privilege Maintain Supplier Site.

    Points to Consider:

    • Maintain Supplier Site privilege should only be given to users who are allowed to edit supplier site information. If they are allowed to maintain supplier sites, they MUST be made procurement agents with Manage Suppliers action for the procurement business units.
    • If the user needs to have edit access to all sites, then make the user procurement agent for all the procurement business units along with the Maintain Supplier Site privilege.
    • For view only access to sites, user must only be granted the View Supplier Site privilege.Agent access setup will not be required in this case.
  • 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
  • Hong Gao
    Monitor Expiring or Expired Supplier Business...5.0
    Topic posted June 27, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged Setup, Supplier Profile Management 
    Title:
    Monitor Expiring or Expired Supplier Business Classifications
    Summary:
    A couple of ways for supplier administrators to monitor expiring or expired supplier business classification certificates
    Content:

    Keeping supplier business classification information accurate and current is very important for the buying organization in terms of maintaining high quality supply base data.  There are a couple of ways that supplier administrators can monitor supplier business classification certificates that are expired or expiring soon.

    1. From Suppliers Overview page, there is a region called Supplier Business Classifications.  There are two tabs in this region: Expiring and Expired.  Under the Expiring tab, user can find business classification certificates that are expiring soon.  User can filter the results using switcher Expiring and select values among Next 30/60/90 days.  Under the Expired tab, user can find business classification certificates that are already expired.  For either tab, user can click on supplier name to drill down to the profile details.  User can find out the contact information for the supplier and follow up to update the certificate information.
    2. The buying organization can also schedule process to periodically review supplier business classification status and send out notification to supplier user about expiring or expired certificates.  User can follow these steps:
      • From Setup and Maintenance work area, navigate to the task Configure Supplier Notifications.
      • Under Expiring Business Classifications, provide values for attributes: Notify Prior to Expiration in Days and Reminder Frequency in Days.  For example, user enters 6 for Notify Prior to Expiration in Days and 2 for Reminder Frequency in Days.  The application will notify suppliers with business classifications expiring 6 days prior to the certificate End Date.  Then it will also send out reminder notifications every 2 days until the certificate is expired.
      • From Navigator, under Tools > Scheduled Processes, schedule a new process called Supplier Business Classifications Notification.  User can schedule to run it periodically or immediately based on business needs.
      • After the successful completion of the process, notifications are sent out to supplier users.  For expiring business classifications, system will use the settings defined on the Configure Supplier Notifications task to send out notifications and the supplier user who is the Administrative Contact will receive the notification.  For expired business classification, both administrative contact user as well as the supplier contact entered as Provided By for the expired certificate will receive the notification.
  • Rahul L
    Default Tab settings in Supplier Page35.0
    Topic posted November 25, 2019 by Rahul LGreen Ribbon: 100+ Points, tagged Customization, Fusion, Setup, Supplier Creation 
    Title:
    Default Tab settings in Supplier Page
    Summary:
    Navigate to a particular tab in Supplier Page whenever we open the page
    Content:

    Hi,

    I have created new Tab in Supplier Page and the cursor is getting defaulted to the last opened tab or some times directed to the newly added tab in oracle fusion applications when we open for a particular Supplier.

    I have checked for options in Page Edit mode (Component Properties) but I don't find the Default Tab to be selected in the Properties screen. Any help on this is appreciated. Thank you in advance.

    Attaching the screenshot.

    Version:
    19D (11.13.19.10.0)
    Image:
  • Anita Chittaki
    Ability to setup a rule where supplier creation /user...15.0
    Topic posted November 12, 2019 by Anita ChittakiGreen Ribbon: 100+ Points, tagged How-To, Setup, Supplier Creation, Supplier User Account 
    Title:
    Ability to setup a rule where supplier creation /user account error notification to be sent only group of user
    Summary:
    Ability to setup a rule where supplier creation/user account error notification to be sent only group of user
    Content:
    we would like to setup a rule where  supplier creation/user creation errors notification to be sent only to supplier Data Management team  orgroup of  users
    Can you let us know whether these error notification rule can be setup/sent only to specific group/users.
    
  • Catherine Hull
    Contact Duplicate Identification and Address Duplicate...35.0
    Topic posted October 6, 2019 by Catherine HullGold Medal: 3,500+ Points, tagged How-To, Setup, Supplier Creation, Supplier Profile Management 
    Title:
    Contact Duplicate Identification and Address Duplicate Identification
    Summary:
    What is the purpose of "Contact Duplicate Identification" or "Address Duplicate Identification" ?
    Content:

    Under Define Supplier Matching > Manage Enterprise Data Quality Matching Configurations, what is the purpose of "Contact Duplicate Identification" or "Address Duplicate Identification" ?

    This question arose, because after following the Oracle setup documentation (all steps of Implementing-Procurement.pdf > Enabling Supplier Match: Explained), I obtained results after setup of 'Account Duplicate Identification' BUT no results after setup for 'Contact Duplicate Identification' or 'Address Duplicate Identification'. The 'Account Duplicate Identification' setup provided results when testing in the system or testing Actions > Review Configuration Results.

     

    My results are in a system with multiple suppliers, duplicate information within multiple supplier records, and duplicate information within one supplier record.

     

    The Oracle Implementing Procurement manual does not provide any detail about the purpose of "Contact Duplicate Identification" or "Address Duplicate Identification". I have not been able to find additional insight anywhere else.

     

    Thanks, Catherine

    Version:
    Oracle Cloud 19B