Supplier Management

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  • Piyush Singh
    Modifying subject of external registration email...5.0
    Topic posted September 30, 2019 by Piyush SinghSilver Trophy: 7,500+ 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

     

  • Prateek Parasar
    Disable All Emails notificationsAnswered3
    Topic posted August 22, 2019 by Prateek ParasarGold Crown: 30,000+ 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.

  • 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 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
  • 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

  • Madhu G
    Need Audit tables list in Oracle cloud8
    Topic posted June 17, 2019 by Madhu GRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Financials, Fusion, Payables, Security, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, White Paper 
    Title:
    Need Audit tables list in Oracle cloud
    Summary:
    Enabled Audit feature for Supplier header and supplier sites
    Content:

    Hi,

    Need help in Audit tables list for Oracle cloud, as per the requirement we enabled the audit feature for supplier model for few columns like Supplier name, Supplier site, IBAN etc.

     

    We need to see in which table these history will be saved, I am unable to get the Audit table names, Please help.

  • Tanmay Yadav
    Skip creator from approval workflow2
    Topic posted June 17, 2019 by Tanmay YadavBlue Ribbon: 750+ Points, tagged Approvals/Notifications, How-To, Supplier Registration 
    Title:
    Skip creator from approval workflow
    Summary:
    Requirement is to skip approval if he is the creator of supplier registration
    Content:

    Hello,

     

    We have 4 supplier admins that are available in a approval group and we are using voting regime as first responder wins. the requirement is to skip the approval notification to an approver if he is the one creating supplier registration and the approver notification should go to other 3. If the user initiating supplier registration is not one of the 4 supplier admin, the approval request should go to all 4.

    We do see an option in BPM- " Skip creator for Approval List" but it does not work as expected.

    Please guide.

    Thanks,

    Tanmay

  • Santosh Kale
    How does the priority work in the approval rules25.0
    Topic posted June 7, 2019 by Santosh KaleRed Ribbon: 250+ Points, tagged Approvals/Notifications 
    Title:
    How does the priority work in the approval rules
    Summary:
    How does the priority work in the approval rules
    Content:

    Good Day Experts,

    How does the priority work in the approvals?

    If have the same rule with different priority, will the approvals from High to low or it will pick the high priority ?

    Eg: Rule: Supplier type is Spend Authorize and Supplier Type = Material

    Rule 1: "Supplier type is Spend Authorize and Supplier Type = Material" and Priority: "High" and Action: Approval Group1

    Rule 2: "Supplier type is Spend Authorize and Supplier Type = Material" and Priority: "Medium" and Action: Approval Group2

    Rule 3: "Supplier type is Spend Authorize and Supplier Type = Material" and Priority: "Low" and Action: Approval Group2

    Will the approval go only to Group1 ?

    Will the approval go to Group1 and once the Group1 approval it will go to Group2 and once the Group2 approves it will go to Group3?

     

    Thanks and Regards

    Santosh Kale

     

  • BINDU BODANAPU
    Manage Internal Supplier Profile Change Approvals1
    Topic posted May 3, 2019 by BINDU BODANAPU, tagged Approvals/Notifications, Supplier Profile Management 
    Title:
    Manage Internal Supplier Profile Change Approvals
    Summary:
    All the changes/ updates of existing supplier bank accounts and new suppliers bank account set up's are routing for approval.
    Content:

    We have enabled the  Internal  Supplier Profile Change Approvals functionality

    We have noticed that, any changes/updates to the bank accounts for existing suppliers are routing for approval  as expected. However, the  new supplier bank account set up's  are routing for approval too.

    This is causing an issue as there are many new supplier bank accounts are set up on daily basis which are routing for approval and it's not feasible for the approvals to approve these many number of changes of daily basis. The business  would  only require  the changes/updates to the bank details of the existing suppliers  in the system to go for approval.

    Does the system identify between new supplier set up's and the existing supplier ?

    Are there any conditions that we can add to stop the new supplier bank details routing for approval?

     

    Please kindly advise.

    Thank you

     

    Version:
    19A