Supplier Management

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  • 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
    Personalize Supplier Bank Account PopupAnswered95.0
    Topic posted May 31, 2019 by Piyush SinghSilver Trophy: 7,500+ Points, tagged Customization, How-To 
    Title:
    Personalize Supplier Bank Account Popup
    Summary:
    How can you personalize the supplier bank account popup?
    Content:

    You may have requirement to personalize Supplier Bank Account UI, for example, to ensure user provides all the required information when creating bank accounts, or rename an attribute for better user experience. With feature ‘Approve Internal Changes on Supplier Bank Accounts’, you can now meet this requirement as you get the flexibility to personalize the bank account popup.

    Here is a stepwise guide to personalize supplier bank account popup: In this example, we will make Account Type a required attribute.

    1. Ensure that you have the feature ‘Approve Internal Changes on Supplier Bank Accounts’ enabled. You can find the feature following this path: Opt-In > Procurement > Suppliers.

      image2019-5-31_10-34-7.png?version=1&modificationDate=1559279253000&api=v2
       
    2. Login the application with a user who has Procurement Application Administrator role and enter a sandbox. Access page composer to edit the UI component.
       
    3. Navigate to Suppliers Workarea and search for any supplier to access the bank account popup that needs to be personalized.

      image2019-5-31_10-34-32.png?version=1&modificationDate=1559279252000&api=v2
       
    4. Navigate to the bank accounts tab and click on create icon to access create bank account popup.

      image2019-5-31_10-34-50.png?version=1&modificationDate=1559279252000&api=v2
       
    5. Provide all the required information on the popup and click the ‘select’ option in the toolbar to enter the personalization mode.

      image2019-5-31_10-35-10.png?version=1&modificationDate=1559279252000&api=v2
       
    6. Click on the attribute that needs to be personalized, Account Type in this case, and click to edit the component’s property.

      image2019-5-31_10-36-4.png?version=1&modificationDate=1559279252000&api=v2
       
    7. Click to override the Required property of this component. Once override option is taken, click to access expression builder and enter ‘True’ as a value for the expression. Click ok and close the edit component popup.

      image2019-5-31_10-36-19.png?version=1&modificationDate=1559279252000&api=v2

      image2019-5-31_10-36-35.png?version=1&modificationDate=1559279252000&api=v2
       
    8. Verify the personalization changes reflect on the create bank account popup. 

      image2019-5-31_10-37-1.png?version=1&modificationDate=1559279252000&api=v2
       
    9. Publish the sandbox after verifying your changes.

    Points to consider:

    1. The changes on either the create or edit popup will reflect on the other popup too.
       
    2. Similarly, the changes will reflect for suppliers accessing their profile through Supplier Portal too.
  • Madhu G
    Need the list of Oracle cloud Audit tables for Suppliers and...1
    Topic posted May 2, 2019 by Madhu GRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Customization, FAQ, Financials, Fusion, Payables, Security, Setup, Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, White Paper 
    Title:
    Need the list of Oracle cloud Audit tables for Suppliers and Banks
    Summary:
    There is a requirement where we need to enable the Cloud Audit tables related to Suppliers and Banks
    Content:

    As per the requirement, I did checked in many ways but unable to see the supplier, bank related audit tables. Please provide the list of tables and steps to enable them accordingly. This is for Oracle Cloud.

     

    Thanks,

    Madhu.

    Version:
    Oracle Cloud Application 19A (11.13.19.01.0)
  • sameer ashturkar
    How to customize the template or contents of Supplier...35.0
    Topic posted April 6, 2019 by sameer ashturkarBronze Medal: 1,250+ Points, tagged Customization, Setup 
    Title:
    How to customize the template or contents of Supplier contact user account creation Email.
    Summary:
    Supplier user contact receive two email when account get created
    Content:

    Hi All,

    Greetings.! 

    Could you please guide on as how to customize Email notification Template /Contents which get generated/receive with supplier contact creation.

    Currently, the Supplier contact receives 2 e-mails:
    1. an email with with their Username and temporary Password and (Welcome Email-- That I know how to do that)
    2. an email with the supplier contact information including roles and a hyperlink for access to the application. (Want to customize this)
    Please find attachment.

     

  • 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
  • Aishwarya Pawar
    How to edit Supplier Portal user interface to introduce...45.0
    Topic posted February 28, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, Tip 
    Title:
    How to edit Supplier Portal user interface to introduce modifications
    Summary:
    A step by step guide to edit Supplier Portal user interface.
    Content:

    Process to edit user interface of Supplier Portal pages is slightly different from the one followed for editing user interface of pages used by users internal to your organization. These changes could include making fields read-only, required or changing field labels etc.This topic explains how to edit the user interface of Supplier Portal pages. As an example, we will make make the Corporate Web Site field required on the Edit Profile Change Request page.

     

    A. How to navigate to edit User Interface of Supplier Portal pages
    In order to access the Edit User Interface page, you will need to create a dummy supplier and supplier contact with a user account. The user assigned to this contact will need to login to Supplier Portal to proceed with the changes. Here are exact steps you will need to follow.

    1. Access Suppliers workarea as a Supplier Administrator or Supplier Manager.
       
    2. Create a dummy supplier, add a supplier contact and create a user account for this contact. An email address needs to be provided to create this user account and this email address needs to belong to the user who will be responsible for changing the Supplier Portal pages. NOTE: Ensure that the user account is created successfully before proceeding to the next step (Account Status needs to be Active). Also, ensure that the user has been assigned all the appropriate roles so that he can access the pages he needs to change. For instance, the user will need the Supplier Self Service Administrator role to be able to change the Edit Profile Change Request page that is accessed from the Manage Profile page.
      image2019-2-27_10-5-25.png?version=1&modificationDate=1551290725000&api=v2
       
    3. Login as a user with the IT Security Manager role and assign the role: Application Implementation Consultant role to the user associated with the supplier contact above.
      image2019-2-27_10-6-27.png?version=1&modificationDate=1551290787000&api=v2
       
    4. Invoke the Supplier Portal URL.
       
    5. Login as the user created above (with the Application Implementation Consultant role).
       
    6. Access Manage Sandboxes to create a new sandbox.
       
    7. Create a new sandbox and activate it. NOTE: Activating the sandbox, will take you to the Fusion Applications homepage or the springboard as it is commonly known. Access Supplier Portal from the springboard. Alternatively, in Step 1 you can also invoke the Fusion Applications homepage and access Supplier Portal from the spring board.
       
    8. Click the Manage Profile task under Company Profile. This will take you to the Company Profile page.
      image2019-2-26_23-0-56.png?version=1&modificationDate=1551250856000&api=v2
       
    9. Take the Edit action. This will take you to the Edit Change Request page.
       
    10. Navigate to the Edit Pages menu option available under the user menu on the top right of the page.
      image2019-2-26_23-5-4.png?version=1&modificationDate=1551251104000&api=v2
       
    11. Navigate to the Structure tab.

    image2019-2-26_23-14-4.png?version=1&modificationDate=1551251644000&api=v2


    B. Make Corporate Web Site a required field.

    1. After navigating to the Structure tab, hover over the Corporate Web Site field. A popup as shown below that asks to confirm the task flow edit is shown.
      image2019-2-26_23-17-22.png?version=1&modificationDate=1551251842000&api=v2
       
    2. Click the Edit button. This will highlight the Corporate Web Site field in the panel displayed at the bottom of the page. NOTE: You may need to expand the panel by pulling vertically along the panel border if panel is hidden.
      image2019-2-26_23-24-44.png?version=1&modificationDate=1551252285000&api=v2
       
    3. Click on the Properties icon for the Corporate Web Site field. This will open the Component Properties: Corporate Web Site popup.
      image2019-2-26_23-29-49.png?version=1&modificationDate=1551252589000&api=v2
       
    4. Locate Required in the Component Properties popup and navigate to Expression Builder.
      image2019-2-26_23-43-32.png?version=1&modificationDate=1551253412000&api=v2
       
    5. Enter value: true in the Expression Editor as shown below. Click the OK button. This enables a required field error message to be shown to the user if no value is provided for Corporate Web Site field.
      image2019-2-26_23-45-30.png?version=1&modificationDate=1551253531000&api=v2
       
    6. Check the Show Required checkbox. This will mark the Corporate Web Site field with a * symbol and display it as a Required field.
      image2019-2-26_23-49-3.png?version=1&modificationDate=1551253743000&api=v2
       
    7. Click the Apply and OK buttons on the Component Properties popup to save the changes. Verify changes are displayed on the page. Click the Close button to exit the Editing User Interface page.
       
    8. Once the changes are final, you need to publish the sandbox so that the change is available to all users. In this specific example, the Corporate Web Site is displayed as a required field and is validated as such.
      image2019-2-26_23-58-17.png?version=1&modificationDate=1551254298000&api=v2

     

  • Tausif Mulla
    Goods Received from different party, but beneficiary of...1
    Topic posted February 25, 2019 by Tausif MullaBronze Medal: 1,250+ Points, tagged Create Requisition, Customization, FAQ, Financials, Fusion, How-To, Orders, Payables, Requisition Processing, Setup, Sourcing Programs, Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Tip, White Paper 
    Title:
    Goods Received from different party, but beneficiary of payment is different
    Summary:
    Goods Received from different party, but beneficiary of payment is different
    Content:

    Hi,

    In Oracle Cloud Procurement and payables, is it possible to have a scenario where goods are received from a different party, but beneficiary of payment is different ?

    I'm not sure but I think supplier relationship (if that exist in cloud) can be leveraged for this purpose where goods are received from a different party and my payment goes to actual supplier.

    What are the setups needed to achieve this scenario ?

    Thanks for your time and inputs !

  • Binayak Mohanty
    Restrict Contract/PO Creation for a specific Supplier1
    Topic posted February 13, 2019 by Binayak MohantyBlue Ribbon: 750+ Points, tagged Create Requisition, Customization, Financials, Fusion, How-To, Import, Orders, Payables, Requisition Processing, Security, Setup, Supplier Communication, Supplier Creation, Supplier Merge, Supplier Profile Management, Supplier Registration, Supplier User Account, Tip, White Paper 
    Title:
    Restrict Contract/PO Creation for a specific Supplier
    Summary:
    Restrict Contract/PO Creation for a specific Supplier
    Content:

    Hi,

    I have a requirement where we would like to restrict the creation of Procurement Contract/Purchase Requisition/Purchase Order for a supplier after Supplier is issued with a specific amount in a particular financial year.

    How can we achieve this functionality?

    Thanks

    BM

  • Arpan Chakrabarti
    Supplier Bank Account update5
    Topic posted August 22, 2018 by Arpan ChakrabartiGreen Ribbon: 100+ Points, tagged Customization, Fusion, How-To, Payables, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    Supplier Bank Account update
    Summary:
    Letting Supplier create or update Bank Account at Site Level
    Content:

    Good Morning!

    Have a quick question and wanted to check if anyone had similar request from clients as this is the third time I am seeing this requirement. I know in Supplier Portal, Suppliers are only allowed to update records at header level. Which is fine, but one information which is Bank account has no relevance at header but Site. The question is can this be done or an enhancement request be created so that Supplier can select a BU and assign a Bank account to that BU on an ongoing basis using Supplier Portal. Currently Supplier adds a bank account it goes to header, and then the Vendor management team has to go and take that information and assign or create at the site level which seems redundant. Please share how you have tackled this in past and if you see a value in changing this particular feature ?

    Best,

    Arpan

  • Aishwarya Pawar
    How to hide individual Supplier Descriptive Flexfields...45.0
    Topic posted July 25, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Customization, How-To, Supplier Profile Management, Supplier Registration, Tip 
    Title:
    How to hide individual Supplier Descriptive Flexfields (DFFs)
    Summary:
    A step by step guide to hide individual Supplier Descriptive Flexfields on Supplier Registration pages, while keeping them visible on the Edit Supplier page.
    Content:

    Supplier Descriptive Flexfields (DFFs) are shared between the Edit Supplier page (accessed from Suppliers workarea), Company Profile page (accessed from Supplier Portal) and Supplier Registration pages.

    Supplier DFFs can be configured via Manage Supplier Descriptive Flexfields or the Manage Supplier Registration Descriptive Flexfields setup task. Both these tasks point to same DFF entity and the DFFs are shared between these flows.

    This topic explains how these common DFFs can be made visible in one flow (say Edit Supplier) and kept hidden in another flow (say External Supplier Registration).

    NOTE: DFFs once configured and deployed are displayed in the Additional Information section. Additional Information section is visible by default on the Edit Supplier page, but needs to be made visible via customization when profile is accessed from Supplier Portal and on the Supplier Registration pages.

     

    In the example below we will use customization to hide one DFF on the Supplier Registration UI, but still keep it visible on all the other pages that share this DFF. The details below are also available in the attached PDF document.

    Let 's assume the Procurement Application Administrator has configured 2 DFFs: Insurance Provider and Policy Number. The steps below illustrate how one of these DFFs (Insurance Provider to be specific) can be hidden selectively on the External Supplier Registration page.

    1. Invoke the External Supplier Registration URL, activate a sandbox and access the Customize Supplier Registration pages menu option available under the user menu. Refer to the topic: How to customize External Supplier Registration Pages for exact steps.
       
    2. Provide values for the mandatory fields: Company, Tax Organization Type, D-U-N-S Number, Contact Information.
       
    3. Assuming the Additional Information section (which contains the DFFs) is already visible, navigate to the 'Structure' tab and expand the section that shows the hierarchical structure:
      image2018-6-22_16-30-21.png?version=1&modificationDate=1529717422000&api=v2
       
    4. Highlight the Additional Information section. This action will bring the focus to the corresponding node in the section showing the structure.
      image2018-6-22_16-35-23.png?version=1&modificationDate=1529717723000&api=v2
       
    5. Select the descriptiveFlexfield node as shown in screenshot below:
      image2018-6-22_16-37-14.png?version=1&modificationDate=1529717835000&api=v2
       
    6. Select the Edit action. This would open the Component Properties: descriptiveFlexfield popup. Navigate to the tab: Flexfield Global Context Segments tab. Select the DFF you want to hide on the Supplier Registration page in the Segment Code. Set the value to false in the Rendered dropdown menu.
      image2018-6-22_16-42-29.png?version=1&modificationDate=1529718149000&api=v2
       
    7. Publish the sandbox.
       
    8. Notice that the DFF is now hidden on the Supplier Registration page. NOTE: This change will be reflected on both the External Supplier Registration pages: Prospective Supplier Registration, Spend Authorized Supplier Registration but not on the Internal Supplier Registration pages (accessed via the Suppliers, Negotiations, Requisitions workareas).
      image2018-6-22_16-45-5.png?version=1&modificationDate=1529718305000&api=v2
       
    9. The DFF is still visible on the Edit Supplier page.

    image2018-6-22_16-46-8.png?version=1&modificationDate=1529718368000&api=v2