Supplier Management

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  • Aishwarya Pawar
    Supplier Profile Attachments Listing Report64.8
    Topic posted April 30, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To 
    Title:
    Supplier Profile Attachments Listing Report
    Summary:
    Custom BIP Report displaying supplier profile attachments for recently created suppliers
    Content:

    This BIP report will show supplier profile attachments added to the supplier header for all suppliers created in the last 30 days.

    The attached Deployment Instructions.pdf contains steps for importing the data source and report to your instance.  Also attached is the Supplier Profile Attachments.catalog file that will allow you to import these to your instance.

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  • Aishwarya Pawar
    Supplier Addresses by Location and Address Purpose Report15.0
    Topic posted May 30, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management 
    Title:
    Supplier Addresses by Location and Address Purpose Report
    Summary:
    Dashboard Displaying Supplier Addresses by Location and Address Purpose (highlighting addresses with missing Phone, Fax and Email)
    Content:

    This dashboard will allow you to retrieve a list of your supplier addresses by Country, State and Address Purpose. It will also highlight addresses that do not have any of the following details: Phone, Fax and Email.

    The Address column of the report is designed to display the entire address and is compliant with the United States address format. It can be updated to display any other address format as needed. In addition, the report can be easily modified to include Fax and Email in addition to the already included Phone column.

    The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance.  Also attached is the Supplier Addresses by Location and Address Purpose.catalog file to import the dashboard to your instance.

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  • Hong Gao
    Access to Supplier BI Reports45.0
    Topic posted September 25, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged Business Intelligence, Security, Tip 
    Title:
    Access to Supplier BI Reports
    Summary:
    Function security for accessing supplier related OTBI reports
    Content:

    As part of supplier administration and management, internal users want to leverage Oracle Transactional Business Intelligence (OTBI) to review seeded reports as well as construct ad-hoc reports to meet business requirements. Seeded job roles like Supplier Administrator or Supplier Manager has all the function security set up out of the box to satisfy the reporting needs for managing suppliers. However, from time to time, you may want to grant other functional users the ability to review and build reports related to supplier data.

    To achieve that, here are a couple of function security considerations.

    1) there are currently four BI subject areas that are dedicated to supplier and supplier profile data: Supplier - Supplier Real Time, Supplier Registration - Supplier Real Time, Supplier - Profile Change Request Real Time, and Supplier Import - Supplier Real Time.  Content in these subject areas are all secured by duty role Supplier Master Data Transaction Analysis Duty. If your reporting need requires information from these subject areas, this duty role is necessary to access the content.

    2) apart from the duty role above, to have the ability to build an ad-hoc report, the user would also need to have the BI Author role.  

    Within the four supplier content subject areas, there are a few seeded reports:

    a) Supplier Export Reports (catalog path: /Shared Folders/Procurement/Embedded Content/): this folder contains seeded reports that can be used to extract data to populate the import supplier FBDI templates for mass update:

    •  
    • Export supplier data for import template
    • Export supplier addresses data for import template
    • Export supplier business classifications data for import template
    • Export supplier contacts data for import template
    • Export supplier contact addresses data for import template
    • Export supplier products and services category data for import template
    • Export supplier site assignments data for import template
    • Export supplier sites data for import template
    • Export supplier site third-party relationships data for import template

    b) Listing of Supplier Profile Change Requests (catalog path: /Shared Folders/Procurement/Supplier Profile Change Request/Transactional Analysis Samples/): this report allows users to search and report on profile change requests across the supply base.

    User can access the seeded reports by browsing through Catalog.  However, to properly view the data in these reports, user will also need to have the Supplier Master Data Transaction Analysis Duty.

    A special note for supplier portal users:

    • While collaborating with suppliers through Supplier Portal, it's important to note that supplier portal user does not have a navigation path to Report and Analytics work area to build ad-hoc reports.  On Supplier Portal landing page, there is an infolet for Transaction Reports.  From there, user can drill down to an OTBI dashboard with seeded reports on their transactions.
  • Aishwarya Pawar
    Navigate to supplier profile from OTBI reports, including...25.0
    Topic posted July 31, 2019 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, OTBI, Supplier Profile Management 
    Title:
    Navigate to supplier profile from OTBI reports, including sample report
    Summary:
    Creating ad hoc OTBI reports with links to navigate to supplier profiles.
    Content:

    The 19C feature: Navigate to Supplier Profile from Reports allows you to include links in your ad hoc OTBI and BIP reports. These links can be used to navigate to and view supplier profiles.

    Below is an example of one such ad hoc OTBI report that lists suppliers missing Business Classifications. This report can be used to review the list of such suppliers and update their profiles to include the missing information.

    More details about this feature can be found in the Procurement What’s New for Update 19C.  You can also refer to the white paper available here: My Oracle Support (note 2556026.1) for step by step instructions to construct and use these links.

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  • 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

     

     

     

  • Aishwarya Pawar
    Suppliers on Purchasing Hold by Supplier Type Report24.5
    Topic posted April 16, 2018 by Aishwarya PawarGold Medal: 3,500+ Points, tagged Business Intelligence, How-To, Supplier Profile Management 
    Title:
    Suppliers on Purchasing Hold by Supplier Type Report
    Summary:
    Dashboard Displaying Active Suppliers On Purchasing Hold By Supplier Type
    Content:

    This dashboard will allow you to retrieve a list of your active suppliers that have one or more sites on Purchasing Hold.

    It consists of a summary view that provides a count of such suppliers by Supplier Type, and a detailed view that provides relevant information such as the Site Name, Procurement BU and Hold Reason for each supplier. In addition, results can be filtered by the supplier's creation date.

    The attached Deployment Instructions.pdf contains steps for importing the dashboard to your instance.  The attached Suppliers On Purchasing Hold.catalog file can be used to import the dashboard on your instance.

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  • Prateek Parasar
    Enabled BIP Notification for Supplier Registration approval...Answered85.0
    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
  • Shivani Roy
    How to configure Supplier Registration Approved Email...25.0
    Topic posted October 30, 2019 by Shivani RoyBronze Medal: 1,250+ Points, tagged Approvals/Notifications, Business Intelligence, Customization, Supplier Registration, Tip 
    Title:
    How to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template
    Summary:
    Steps to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template.
    Content:

    Summary: Steps to configure Supplier Registration Approved Email notification using Business Intelligence Publisher template.

    Description:

    Buying organizations can include additional information to be sent to the supplier by configuring the email notifications using BIP.

    E.g: In the Supplier Registration Approved Email notification, if you want to add a paragraph detailing the organizations quality policies and also want to display additional information dependent upon a supplier registration attribute, then follow the below steps:

    Note:

    1. In order to configure the BIP template the user should have the role: BI Administrator.
    2. This feature is opt in controlled. You need to enable feature Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher.

    Step 1: Create a copy of the template

    Sign in to Oracle Business Intelligence Publisher. In the Suppliers Business Intelligence Catalog, locate the External Supplier Registration Approved FYI Email Report template, and then click Customize. This creates a copy of the template in your Custom folder.

    image2019-10-31_11-45-39.png?version=1&modificationDate=1572502540680&api=v2

     

    Step 2: Download and install BI publisher word add-in

    If BI publisher add-in is not installed for word you can download it from the below link:

    https://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html

     

    Step 3: Download sample data

    Sample data will be required in order to add additional supplier registration attributes to the template. Sample data contains a list of supplier registration attributes along with sample values for these attributes. This when loaded to the template gives you a list of the supplier registration attributes which can be added to the template. Furthermore the sample data is also useful when you want to preview a report for the configuration done.

    To download the sample data follow the below steps:

    Edit the External Supplier Registration Approved Email Data Model available under the Data Models folder.

    screenshot1.png?version=1&modificationDate=1572501032000&api=v2

    Click on the properties from the panel on the left hand side. Download and save the sample.xml

    2.png?version=1&modificationDate=1572501071000&api=v2

    Note: If the sample data does not contain the required attributes, you can edit the sample.xml file using notepad and manually add the required tag and value combination under the correct mapping set.

    To fetch the correct Tag Name and mapping set, open the data model, Click on the Data Sets from the panel on the left hand side and go to Structure tab. XML Tag Names and their mapping sets are listed here.

    datamodel.png?version=1&modificationDate=1572501102161&api=v2

     

     

    Step 4:  Customizing the copy of the seeded template.

    1. Go to Custom folder> Procurement> Suppliers > External Supplier Registration Approved FYI Email Report template. Click on Edit and download the ExtSuppRegNotifApprovalFYIReport.rtf.
    2. Go to BI publisher tab and load sample.xml saved in Step 3.
       3.png?version=1&modificationDate=1572501122090&api=v2
    3. Adding text content: Go to the Insert tab, expand ‘Quick Parts’ to see available pre-existing layouts which can be used to configure the template.
      To add text choose BIP Paragraph of Text from the list.
      4.png?version=1&modificationDate=1572501145000&api=v2
      Add text which is to be displayed in the email.
      5.png?version=1&modificationDate=1572501165000&api=v2
    4. Adding an attribute from the data model to conditionally display content on the BIP report:
      We can also add conditions on any of the supplier attribute to conditionally display content. Example given below shows how to use DFF attribute to conditionally display content on the email. DFF attribute ATTRIBUTE20 is used in the supplier registration to capture the supplier response to the question on the buying organization’s quality policies.
    • To add a condition click on Conditional Region under BI publisher tab.
    • Under General: Select the required attribute from the Data field list. Select the corresponding data type.
    • Under Condition1: Manually enter the value expected to satisfy the condition.
    • Add the required content to be displayed inside the conditional tags <C><EC> as shown below.
      12.png?version=1&modificationDate=1572501190212&api=v2

     

    Step 5:   Viewing a sample report for the customization.

    Note: Temporarily delete the portion highlighted in yellow before viewing a sample. Paste it back after viewing the sample report.

    These tags are references to other folders in the BI and hence will throw error when we try to view a sample report locally.

    Under BI publisher tab click on any of the formats to view a sample report.

    15.png?version=1&modificationDate=1572501214000&api=v2

    Sample report in the pdf format.

    14.PNG?version=1&modificationDate=1572501238878&api=v2

     

    Step 6: Save the template and upload it back into the BI publisher.

    Under Custom folder> Procurement> Suppliers > External Supplier Registration Approved FYI Email Report, note down the layout name and delete the existing template. Click on Upload to upload the configured template. Please note to use the existing name for layout name. For External Supplier Registration Approved FYI Email Report template the layout name is ExtSuppRegNotifApprovedFyi.

    image2019-10-31_11-47-30.png?version=1&modificationDate=1572502650267&api=v2

     

    Once the upload is complete click on View a list on the top right corner and verify that the Default Layout checkbox is checked.

    11.png?version=1&modificationDate=1572501609000&api=v2

     

    Other references:

     

  • Rushi Joshi
    Add static text in FYI: Approved Supplier Registration...155.0
    Topic posted September 9, 2019 by Rushi JoshiSilver Medal: 2,000+ Points, tagged Business Intelligence, Fusion, How-To 
    Title:
    Add static text in FYI: Approved Supplier Registration Request email
    Summary:
    Require to add a static text in the email body that a requester receives when a supplier requested by them earlier gets finally approved.
    Content:

    Hello everyone,

    Can anyone guide how to add a static text in an FYI email received by a requester when their requested supplier gets finally approved. Attached is the current email formate.

     

    Image:
  • Alan
    Is it possible to search for a Supplier using any part of...54.0
    Topic posted February 20, 2019 by AlanSilver Trophy: 7,500+ Points, tagged Business Intelligence, Create Requisition, Supplier Creation, Supplier Profile Management 
    Title:
    Is it possible to search for a Supplier using any part of the Supplier's Name & Alternate Name?
    Summary:
    Search for Supplier by any part of Name/Alternate Name
    Content:

    Hi All,

    Just wondering if it is possible to search for suppliers in OracleCloud by using any part of the Supplier's Name or even by their Alternate Name?

    For example:

    If we onboarded a supplier called Joe's Bakery Shop and they had an Alternate Name under Joe Schmoe, is there anyway that we can search for the supplier by either typing in "Joe's", "Bakery", "Shop", "Joe", or "Schmoe"?

    Thank you!

    -Alan