Supplier Management

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  • Adam Gardner
    Ability to display audit report based on Product9
    Topic posted June 17, 2019 by Adam GardnerBlue Ribbon: 750+ Points, tagged Security, Setup, Supplier Creation 
    Title:
    Ability to display audit report based on Product
    Summary:
    Display the audit report by product for (ex. supplier model).
    Content:

    We have a requirement to be able to segregate which product a user can query in the audit reports; so for example a Vendor Help Desk user can query only those attributes associated to the product "Supplier Model" vs all products currently set to audit.

    Has anyone else found a way to split up the audit reports search function? Currently the privilege "View Audit History" grants access to every Product.

    Name View Audit History
    Code FND_VIEW_AUDIT_HISTORY_PRIV
    Description Allows to view the audit history of all the business object attributes enabled for auditing.

    Thank you

  • 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.
  • Hong Gao
    Allow users to view supplier profile PII attributes unmasked5.0
    Topic posted May 28, 2018 by Hong GaoGold Medal: 3,500+ Points, tagged How-To, Security, Supplier Profile Management, Tip 
    Title:
    Allow users to view supplier profile PII attributes unmasked
    Summary:
    Configure view only supplier profile access to see unmasked PII attributes
    Content:

    Internal users with Supplier Profile Inquiry Duty have view only access to supplier profile.  With this duty, user typically sees supplier PII attributes as masked, such as taxpayer ID and tax registration number (for suppliers with Individual or Foreign Individual tax organization type) as well as national insurance number.  When there is a need to allow a particular group of users to see these PII attributes as unmasked, it's necessary to configure a duty role to include the data security policy that enables this.  To achieve this, the following steps can be followed by an administrator or someone who can create and modify job roles:

    • Go to Security Console.  Search and copy duty role Supplier Profile Inquiry (ORA_POZ_SUPPLIER_PROFILE_INQUIRY) with copy option "Copy top role and inherited roles".
    • Under the Data Security Policies train stop, click Create Data Security Policy button.
    • Search for Supplier Personally Identifiable Information in Database Resource LOV dialog.
    • Select All values for Data Set.
    • In Actions drop-down, check Maintain Supplier Corporate Identifiers and Maintain Supplier Individual Identifiers PII.
    • Review the changes under the Summary and Impact Report train stop.
    • Complete the role copying and modification by clicking the Submit and Close button.
    • Refer to the steps above to create a new job role. Assign the new duty role to the job role.
    • Assign the job role to an internal user.

    This internal user will continue to have view only access to supplier profile, but he/she can see the supplier profile PII attributes as unmasked.

  • 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
  • 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

  • Hamish Gifford-Moore
    Approve supplier bank account changes4
    Topic posted March 27, 2018 by Hamish Gifford-MooreRed Ribbon: 250+ Points, tagged Approvals/Notifications, Audit, Security, Setup, Supplier Creation, Supplier Profile Management, Supplier Registration, Supplier User Account 
    Title:
    Approve supplier bank account changes
    Summary:
    Approve supplier bank account changes
    Content:

    Is it possible to place a supplier on payment hold when any changes to nominated fileds have been made. These might be bank account details, payee name, payment method etc.

    If a hold is not possible can we utilise the audit facilities to perhaps drive mesaging to manage this. Perhapos by using API's thought ICS to set a hold flag on the supplier after a trigger from teh audit table?

    Any ideas welcome

    We are on R12 but moving to R13.

  • 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.
  • Amber Lomeli
    Hide or Remove Bank Account Details from Supplier6
    Topic posted September 18, 2019 by Amber LomeliBronze Medal: 1,250+ Points, tagged Security, Supplier Creation, Supplier Profile Management 
    Title:
    Hide or Remove Bank Account Details from Supplier
    Summary:
    Hide or Remove Bank Account Details on Supplier Profile, Address, and Site
    Content:

    I have a custom role created to not be able to edit the bank account details or add one but the business would like to completely hide this information is it possible?

     

     

    Version:
    19B
  • 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:
    Document:
  • Harshith Eshwar Shaila
    In need of a query to track number of emails and related...Answered2
    Topic posted October 9, 2019 by Harshith Eshwar ShailaBronze Medal: 1,250+ Points, tagged Security, Supplier Communication, Supplier Profile Management 
    Title:
    In need of a query to track number of emails and related details sent out to suppliers over a period of time?
    Content:

    Hi all,

    We require a query that we can run in BI publisher to show any emails sent out to suppliers over a period of time?  During testing we unintentionally had emails from POs and Agreements sent out to actual suppliers from development instance, we have manually generated a list of affected suppliers (they were less in number), but it would be helpful to have a query for this issue if it occurs again. 

    We have opened an service request (SR 3-21255360671) for this a well.

    Regards,

    Harshith E S

     

    Version:
    19C (11.13.19.07.0)