How to control reminder invitation e-mails for RFQ?

Requirement-

The customer want to stop or set interval of invitation e-mails for RFQ. It might be able to be modified on Task Configuration of BPM. But, we are not sure which tasks we should modify reminder settings.
Could you let us know which tasks should we modify?

Answer -

For human task notifications, you can change the reminder settings for InviteSupplierRequestForAction task via BPM Worklist. Changing reminder settings for ATK emails is not permitted. ATK emails are ones sent to additional supplier email specified in negotiations.

Alternatively, negotiation invitations can be turned off using notification subscription task, 'Manage Sourcing Notifications'. You can access this task from Setup and Maintenance.

How to change contents of email sent to supplier?

Requirement -

Need to change contents and rearrange some links shown on the email that is sent out to the supplier when a Negotiation is approved.
How to change the Email body - add more details, change content of the email subject ?

you can customize the notification content for notifications sent to suppliers using page composer. The user must be an admin user and access notification by logging into the Oracle BPM Worklist application. See http://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r11/wn/r11_procurement_wn.htm#_Toc443569445

Answer

We followed the action plan provided by http://myforums.oracle.com/jive3/thread.jspa?messageID=8966423&#8966423.
"After logging into the BPM worklist application, select 'Administrative Tasks' in the tasks options on the left. Then open the notification you want to customize. If you have logged in as the Procurement Applications Administrator, you should see a link called 'Edit' on the top left side of the page. Once you click that, the notification opens into the Page Composer mode, and you will be able to customize the content as allowed by the Page Composer. Note that you do not need to go to the Administration view (as you can see in your attached document) for this. Simply open the notification from the worklist.
Document:
http://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r11/wn/r11_procurement_wn.htm#_Modify_Supplier_Notifications

Now If you want to only update the text displayed on the BPM notification and ensure that it is translated, you can do it via the Customize User Interface Text tool. You can also update the text included on the e-mail with the Customize User Interface Text. You must be in a properly configured Sandbox to use the User Interface Text editor tool. It can be accessed from the Navigator > Tools > User Interface Text by an Application Administrator.
This document Extending the Applications for Functional Administrators ( https://docs.oracle.com/cd/E56614_01/common_op/OAEXT/toc.htm ) explains how and when to use the Page Composer and the Customize User Interface Text tool to extend Fusion application pages."

1st Option:
In BPM we override the text but after coming back it not reflecting. It is taking the old text.
Also We are not able to move the content or add a new content

2nd Option:
Navigator > Tools > User Interface Text by an Application Administrator
But nothing happening.

Alternatively

After logging into the BPM worklist application, select 'Administrative Tasks' in the tasks options on the left. Then open the notification you want to customize. If you have logged in as the Procurement Applications Administrator, you should see a link called 'Edit' on the top left side of the page. Once you click that, the notification opens into the Page Composer mode, and you will be able to customize the content as allowed by the Page Composer. Note that you do not need to go to the Administration view (as you can see in your attached document) for this. Simply open the notification from the worklist. You can try this on your internal environment.

Also, If you want to only update the text displayed on the BPM notification and ensure that it is translated, you can do it via the Customize User Interface Text tool. You can also update the text included on the e-mail with the Customize User Interface Text. You must be in a properly configured Sandbox to use the User Interface Text editor tool. It can be accessed from the Navigator > Tools > User Interface Text by an Application Administrator.

This document Extending the Applications for Functional Administrators explains how and when to use the Page Composer and the Customize User Interface Text tool to extend Fusion application pages

Lead Time Feature in Fusion

Uses of Lead Time in Oracle Fusion :

Item level
BPA Level - The lead time defined on the BPA lines are displayed when the user searches and compares items from the catalog.
Min Max -

1. Pre-processing, Processing lead times: they are added to the current date for determining the requisition need by date.
2. Post-Processing lead times: it is added to the Min-max supply cut off date for determining the availability of the supply quantity from the reqs and po supply.

Agreement date is the earliest of these 3 dates: Date when agreemeent was communicated to the supplier, Date when agreement was acknowledged by the supplier, Date when Agreement became live and went under change control.

Thread: Warning when trying to create Purchasing Document Complete Award in R11

After upgrade to Release 11, Customer started getting waring, when they are trying to create Purchase Order from Complete Award in Negotiation. Customer expectation to fix the issue in release 11 as it was working in release10.
Steps:
1. Create Negotiation
2. Received response from Suppliers
3. Manage Negotiation Actions -> Award -> Award Negotiation
4. Apply award to the line
5. 'Complete Award' option
6. Trying to create Purchasing Document and getting getting warning.

'You will not be able to create purchasing documents in the external application because the target purchasing service URL is empty
Do you want to continue?'


The 'Purchasing Documents' field was introduced in Release 11 as part of the award web service feature. For details, please refer to the Whats New document and the Release Training:
http://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r11/wn/r11_procurement_wn.htm#_Toc443569446

If the 'Purchasing Documents' field is greyed out, it is likely because Purchasing is not set as implemented in the setup offerings and therefore 'Export using web service' is the only option available for purchasing documents creation. Once the target URL is defined for the award service using the 'Configure Negotiation Award Outbound Service' setup task, the warning will not be displayed anymore.
In 'Configure Procurement Business Function' screen 'Purchasing Documents' is available with "Create in Oracle Fusion Purchasing" and "Export using web service". Since this comes under "Sourcing" section.

For the field 'Purchasing Documents' to be enabled, and for you to be able to select 'Create in Oracle Fusion Purchasing', you need to ensure that the offering 'Purchasing' is set to 'Implemented' in the customer instance. On the setup and maintenance page, check the Configure: Procurement page for the Procurement offering. Implementation Status column for Purchasing should be marked as 'Implemented'. 

Multi Attribute Scoring

Could you explain this with an example? I see I can set 'Ranking Method' to 'Multiattribute scoring'. But I'm not sure how this works in a simple example.

How does it calculate if Supplier A offers price 500 with score 10 and Supplier B offers price 499 with score 1?

Answer

When the Ranking Method is set to Multi attribute scoring, the rank is based on price over score (i.e. price divided by score) and the supplier with the lowest price over score is ranked number 1. In the customer's example, since 500/10=50 is lower than 499/1=499, Supplier A is ranked number 1.

In Multiattribute scoring, it uses the line price and line attribute score to determine the rank, requirements are not used in the ranking.

How to change the system time

Requirements -

The system time stamp is a few hours ahead. Can it be set to Pacific Standard Time? If not, what is it showing? and what is the difference between system time and our time (PST).

Solution -

Your production POD is located in Chicago time zone so it shows couple of hours ahead. Please try changing below setups

1. Log in to the Setup and Maintenance (FSM).

2. Launch the task "Manage Administrator Profile Values" and verify that the profile "XLE_ENABLE_LEGAL_ENTITY_TIMEZONE" is set to "Yes".

3. Select the Implementation Project and launch the task "Manage Legal Entity".

If the Legal Entity address is set up, ensure that the appropriate Time zone is also selected. If not, navigate to the "Manage Locations" UI and ensure that time zone setting is properly selected for the location attached to the Legal Entity.

4. Set the server time zone profile (FND_SERVER_TIMEZONE and FND_TIMEZONE) to PST

Thanks

Self Service Receipt Via PO number or not by Requestor and support Attachment

To Receive other PO's from your user, you should add privilege(RCV_CREATE_SELF_SERVICE_ALL_REQUISITION_RECEIVING_RECEIPT_PRIV) from APM.

Below are the steps how to give the privilege, Please follow and test the scenario

Setup Steps:

1. Login to the APM as Implementation User.

2. Search for any user for whom super user grant has to be provided.

3. Select the user record from the search results and click the folder icon. It will open the user record on the right hand pane.

4. Click on ‘Find Policies’ button

5. System will prompt to choose an application. Select ‘fscm’ and click ‘Ok’ button.

6. Click ‘+’ icon in the ‘Policies for’ section.

7. Click ‘+’ icon in the ‘Targets’ section.

8. System pops up ‘Search Targets’ window. On the ‘Entitlements’ tab, search for the target name: ‘RCV_CREATE_SELF_SERVICE_ALL_REQUISITION_RECEIVING_RECEIPT_PRIV’ (Create Self-Service All Requisition Receiving Receipt)

9. Search results display the above Entitlement. Select the record from the search result and click ‘Add Selected’. This adds the selected record to the bottom pane

10. From the bottom pane, select the record and click ‘Add Targets’ button.

11. This adds the entitlement back to the targets page. In this page, give some name for this grant, for example: ‘XXX’. Then click ‘Save’ button.

12. With this, the privilege of receiving other users PO/PR has been granted to the user: ‘XXX’

B. Self-Service Receiving Support for Attachments:

Steps to Enable
The Attachments column is hidden in the default table view. To enable the Attachment column, follow the steps below.

1. Click on the View Menu in the table.
2. Click the Columns Sub Menu.
3. Select the Attachments check mark toggle to display the Attachments column.
4. Alternatively, you can select Show All to display all columns in the table.

Punchout Mapping cXml

Part of our procurement setup we have created a number of Item Category Name and linked to Charge account “Expense code” as per below:

Manage Supplier Content Map Sets:

UOM Mapping: This is mapped such

Category Mapping: the supplier has provided a single reference used, which I am attempting the map for 4 different Internal Category name

The system does not allow same External Category to be used more than once

How to Map Supplier Item Number Through Punchout to Item Number in Inventory (Doc ID 227268.1)

Punchout in Fusion Self Service Procurement Explained (Doc ID 1323912.1)

Run the following diagnostic on note if the Punchout is still not working after following the above notes : Punchout Connectivity ValidateDoc ID 1331902.1

Punchout: Directory to place supplier certification file also profile valueWe are doing fresh Fusion Implementation and we need to setup punch out to staples for a direct access to supplier hosted catalog ,cXML option .

1) I have configured content zone and catalog with the URL and credentials that the supplier provided and tested the connection ,however we need to know the directory or file path where the suppliers certification file should be placed in ?

(Punch out set up guide states that " Punchout from Oracle Fusion Self Service Procurement directly to Supplier-Hosted Catalog (XML or cXML), the supplier’s certification authority needs to be on the fusion_trust.jks file in Oracle Fusion Self Service Procurement"

In Oracle Fusion Self Service Procurement, the fusion_trust.jks file should be readable and accessible from the middle tier. If the Oracle Fusion Self Service Procurement implementation has multiple Java Virtual Machines (JVMs), the fusion_trust.jks file should be accessible from all the JVMs. )

2) Also we need to know the values to set up the following profile options for punch out
• POR : Proxy Server Name
• POR : Proxy Server Port

Answer

1) You can check where the jks file is and make sure that certifying authority of the supplier's certificate is part of this jks.

Steps to identify the location of the fusion_trust.jks:
a. Login to WLS console
b. Expand Environment -> Click Servers
c. Click the server which you are interested in -> Navigate to Keystore tab
d. You will find the trust store configured in "Custom Trust Keystore" attribute value.

oracle@syfar06080p05 edgg-test:ADMIN-APPS config]$ nslookup opc-proxy
Server: 10.192.9.101
Address: 10.192.9.101#53

opc-proxy.audc1.oraclecloud.com canonical name = sy3-opc-proxy.audc1.oraclecloud.com.
Name: sy3-opc-proxy.audc1.oraclecloud.com
Address: 10.192.9.102

Punchout setup

SETUP

Navigate: Purchasing -> Catalogs -> Manage Supplier Content Map Sets

(this is to map the UNSPC Codes with the Purchasing Category in fusion)

                     

Values are given as below(In JD Williams DEV Instance):

Catalog:  Office Team

Keywords: Stationery

Image URL: http://www.officeteam.co.uk/wp-content/themes/officeteam/images/content/facebook-og-image.png

Supplier: OFFICE TEAM LTD

Domain: DUNS

Identity: JDWIL

Supplier Name: Office Team

Supplier ID: 2010062

Punchout URL: https://www.officeteamconnect.co.uk/easyorder.cxml/xmlreceive?reference=JDWIL&message=PunchOutSetupRequest

Map Set: OFFICE TEAM

Password:  123er4Q

Contract Fulfillment lines not visible in Requisitions - http://myforums.oracle.com/jive3/thread.jspa?threadID=2117210&tstart=0

Requirement -

BPA created via Contract Fulfillment is not visible in Requisitions Catalog search.
Customer is expecting that in Catalog search, Agreement line should be available to create a Requisition same as BPA created from Sourcing are available in Purchase Requisition Catalog.

Steps -

1. Create a Contract of class Agreement, add line details and then create fulfillment lines.
2. Approve the Contract.
3. Create Agreement from contract fulfillment lines.
4. Run the Import Blanket Agreement ESS job in Purchasing workarea.
5. Note that Agreement is created in Fusion Purchasing.
6. Navigate to Purchase Requisitions to create a Catalog Requisition
7. Note that the Agreement created is not visible in the Catalog search.


From Chapter 5, Utilizing Contract Fulfillment from Rel 11 documentation :

https://docs.oracle.com/cloud/latest/procurementcs_gs/FASCA/FASCA1174615.htm#FASCA1174615

Types of Purchasing Activities That a Contract Fulfillment Can Initiate

You can initiate purchase orders or purchase agreements from fulfillment lines, depending on the purpose of the contract.

1. The contract is used for immediate purchases and has at least one contract line item defined.
You can create purchase orders from the fulfillment lines of such contracts. The contract type class for such contracts must be Enterprise Contract.

2. The contract is used for future purchases and has at least one contract line item defined.
You can create blanket purchase agreements from the fulfillment lines of such contracts.

3. The contract is used for future purchases and doesn't have contract line items defined.
You can create contract purchase agreements from the fulfillment lines of such contracts.

Solutions -

I need to understand some details of the issue. SSP does not integrate with contract fulfillment. But you are saying that from the Contract a BPA was created in Oracle Purchasing.
If there is a blanket purchase agreement (BPA) created in Oracle Purchasing, and

• the status of the agreement and lines is Open, and
• agreement and lines are not expired, and
• the start date (agreement and lines) is less or equal today's date, and
• the BPA is enabled in the current requisitioning BU, and
• the BPA is accessible to the user via content zone

then the BPA lines should show in search results.

Could you please confirm that the above is true. Could you also tell me the Oracle Purchasing style used to create the agreement. We don't show Configured to Order and Consignment BPAs in shopping.

If all the above is right as I listed. Could you please do one more test for me:
Create a change order for this BPA, make any simple change, submit it and get it open again. Check if this time the BPA shows in our shopping page.

Procurement Category Hierarchy Levels used in approval conditions

This attribute is based on Procurement Category Hierarchy (Set up & Maintenance > Manage Procurement Category Hierarchy).

Procurement Category Hierarchy Level 1 - Value of 1st level below the root node of the Procurement Category Hierarchy that the item category rolls up to.

Procurement Category Hierarchy Level 2 - Value of 2nd level below the root node of the Procurement Category Hierarchy that the item category rolls up to.

So given a category hierarchy like belw :

Root Category
Office technology (level 1)
Desktop (level 2)
Printer (level 2)

Procurement Category Hierarchy Level 1 would return "Office technology".
Procurement Category Hierarchy Level 2 would return " Desktop" and "Printer"


In addition to above points -

Customer may want to define hierarchies differently. The Catalog Category Hierarchy are essentially browsing/navigation categories, meant for browsing through the catalog for the purpose of shopping. You may want to have more groups of categories so the search does not return too many items while browsing.

The Procurement Category hierarchy allows users to define approvals and accounting rules, and BI reports based on top level category.You may not want to group your categories in the same way you would do for shopping/browsing. You may want less groups so your rules would apply to a broader range; and you probably want rules only for a certain segment of your categories and not for all, etc.

For example:

Top level --> Office Supplies
Item Category 1 --> Pens and Pencils
Item Category 2 --> Notebooks
Item Category 3 --> Printer Paper

Users can create an approval rule for top level category Office Supplies. The rule will apply to all requisition lines with any of the 3 item categories above. Otherwise, the user would have to list all these categories. The same for accounting rules and BI reports.
This solution is not just for SSP. It is also for PO, Supplier Management, and Sourcing. 

Browse Catalog Should display all categories assigned in Catalog Hierarchy

Requirement - 

When the customer clicks on his Office Supplies catalog in Shop > Browse Catalog > Office Supplies (for Requisitions), the customer is provided only the items with a BPA. The customer is not seeing the items that are not associated with a BPA, but is expecting to see them listed there.

For Office Supplies catalog I have uploaded 50-60 categories, so when I click on Office catalog on Requisition form it should list all 50-60 categories not just categories which are BPA associated.

When customer checked, Include all master items then Catalog still results only categories from approved BPA. I want all categories from Catalog Hierarchy where I attached 25 item categories.

Solution - 

When the item count profile is on, which is the case for you see (1) next to the category name, then we only show categories for which items from PIM can be retrieved.
If the category count is zero (0), then the top level category and its children will not be displayed.

Based on the content zone attached, there is no restriction for category or agreement.

So, Here are other things to be verified regarding the items:

• There must be master items defined in PIM for the other categories; the search does not show categories without items.
• The master items in PIM must: be set as purchased/purchasable, have standard item type, have a list price, have a purchasing category, be assigned to an inventory organization
• The user's preference should have a deliver-to location that points to the deliver-to organization in which the items are assigned

If the deliver-to location is global, then check that the requisitioning BU definition has a default deliver-to organization in which the items are assigned

If, on the other hand, the customer does not want to use PIM; then the categories will show as long as there are BPA items, smart forms, punchout, informational catalogs associated with the categories.

Touch less buying - Automatic PO creation

Yes it is possible to create PO Automatically without Agreements from Release 11, refer to first seven conditions below:
Requisition line's are eligible for Automatic PO Creation based on following conditions in order:

Condition 1:
(a)IF this Requisition line does not have a buyer assigned, THEN it does not qualify for automatic creation.
(b)IF the buyer assigned to the requisition line is not valid, THEN it does not qualify for automatic creation.

Condition 2:
IF this req line requires a negotiation, THEN it does not qualify for automatic creation.

Condition 3:
IF this req line does not have optimum supplier/supplier site, THEN it does not qualify for automatic creation.

Condition 4:
IF this req line has an item that is not purchasable in the default inventory organization of the assigned procurement BU, then it does not qualify for automatic creation.

Condition 5: IF this req line references a Procurement Card,
(a) IF SFO is implemented, and an active financial orchestration flow exists, then this req line does not qualify for automation.
(b) Verify the Procurement Card is active. If the validation fails then this req line does not qualify for automation.
(c) Verify that the optimum supplier site accepts the Procurement Card. If the validation fails then this req line does not qualify for automation.
(d) If the req line passes all the above checks, it qualifies for automatic creation without having to run through the rest of the Conditions.

Condition 6:
IF this req line is an emergency request and the emergency PO already exists, THEN the req line does not qualify for automatic creation.
ELSE it qualifies for automatic creation without having to run through the rest of the Conditions.

Condition 7:
IF this req line does not have a source agreement (agreement reference is null AND 'Determine Optimum Source' phase did not return any agreement reference), THEN check if following conditions are true :-
a) Requisition line has the ‘Negotiated’ flag checked AND
b) Procurement business function configuration allows automatic order generation for negotiated requisition lines.
If both these conditions are satisfied then this requisition line qualifies for automatic creation without having to run through the rest of the Conditions.

Condition 8:
IF this req line does not have a valid source agreement, THEN it does not qualify for automatic creation.

Condition 9:
IF the requisition line is sourced to a valid Contract Purchase Agreement and the 'Negotiated' flag is not checked on the requisition line, THEN this requisition line does not qualify for automatic creation.

Condition 10:
IF the 'Automatically Generate Orders' checkbox on the source agreement is not checked, THEN this requisition line does not qualify for automatic creation.

If a req line passes the Conditions, it is then considered eligible for automatic order creation, else:

1) The Req line is sait to be 'Failed Automation' if the requisition line references:

• a procurement card and there is a financial orchestration flow applicable as returned by SFO
• an emergency PO/flagged as an emergency requisition, or
• an agreement with the control 'Automatically generate Orders' set to Yes.

2) The automation failure reason will be shown in Process Requisitons UI.

Yes behavior is confined to Procurement BU whose Confugraiton has flag 'Autogenerate orders from requester-negotiated requisition lines' checked.

Job Level Approval in Requisition

Manage Jobs
Manage User

Problem:
Approval Requisition Rule based on Job Level does not work if HCM Hierarchy is broken, for example, Manage Users, Manager field is blank for one of the users that is not CEO.
The system does not validate the HCM Hierarchy and creates an incomplete approval list.
Do you think it is a bug or an enhancement ?
The manual only mentions that supervisory hierarchy is required. In this case, the supervisory hierarchy is set up, but it is not complete.
Regards, Maria

Steps to duplicate the issue:
In Manage Jobs, setup 2 jobs
MRManager, job level 1
MRDirector, job level 2
MRCEO, job level 3
In Manage Users, set up approvers as follows
MRApprover1, Job = MRManager, Manager = MRApprover2
MRApprover2, Job = MRManager, Manager = MRApprover3
MRApprover3, Job = MRManager, Manager = blanks
MRAPP40, Job = MRCEO, Manager = blanks
In Manage Requisition Approvals, set up an approval rule with
Route using = Job Level
Minimum job level = 3
Enter a requisition
Review Manage Approvals
Problem 1:
The approval list is incomplete. It only includes users with job level 1. It does not include the user with job level 3
Problem 2:
If all the users (job level 1 users ) approve the requisition, the requisition is successfully approved.
Job level is completed ignored.

Test Case : -

Manage Job

MRMANAGER, job level 1

MRCEO, job level 3

Manage Users

MRBUYER, Manager MRAPP1,  Manager, job level 1

MRAPP1, Manager MRAPP2, Manager, job level 1

MRAPP2, Manager MRAPP3, Manager, job level 1

MRAPP3, Manager = blanks, Manager, job level 1

MRAPP40, Manager = blanks, CEO, job level 4

Rule 4 Setup – Requires job level 3 to approve

Test Rule 4, requires job level 3 approval.

Notice that the MRAPP40 user (CEO, job level 3)  is not returned.

The approval list stops when a MRAPP3 Manager is not identified.  

If all level 1 approvers approve the requisition, the requisition is approved

Supplier Explained

Spend Authorized Vs Prospective Supplier

Suppliers that participate in sourcing negotiations and qualifications but are not yet allowed to participate in procurement transactions involving financial spend, are known as prospective suppliers. When a prospective supplier is identified for a procurement need, a request is raised to promote the supplier to spend authorized.

A spend authorized request for a supplier can be created in one of the following ways:

• User requests the supplier to be promoted to spend authorized manually on the supplier record by using the promote to spend authorized button from the Edit Supplier page.
• Initial creation of supplier with the business relationship of spend authorized. The supplier must first be approved through the supplier registration process before the request for spend authorization is sent for approval.
• Negotiation is awarded to a prospective supplier, a spend authorization request is automatically created.

Approvers can approve, reject, or reassign the spend authorization requests. Rejected requests can be resubmitted for approval.

Supplier Model

A supplier is modeled as a global entity, meaning it is not created within a business unit or any other organizational context. A procurement business unit establishes a relationship with a supplier through the creation of a site which maintains internal controls for how procure to pay transactions are executed with the supplier.

Supplier Registration Process

Suppliers can potentially enter into a business relationship with the buying organization through:

• External supplier registrations
• Internal supplier registrations
• Internal supplier registration allows employees to request new suppliers through sourcing, suppliers work area, and through Self Service Procurement.

Supplier Registration Flow

1. Registration URL - The registration URL for each business relationship type can be found on the Configure Procurement Business Function page in the Prospective Supplier Registration and Spend Authorized Supplier Registration URL fields.

2. The buying organization receives a registration request, where it goes through a collaborative review process. The Approval Management Service (AMX) facilitates the approval routing of the registration. Registration approval rules are maintained in the following setup tasks:

• Manage Supplier Registration Approvals
• Manage Internal Supplier Registration Approvals.

3. The default approvers for spend authorized suppliers are defined in the procurement agents table in the Manage Suppliers function for each specific Procurement BU.

Approved Request : Automatically starts a process to create a supplier record from the registration. If user accounts were requested for contacts on the registration, then user provisioning requests are sent to Oracle Identify Management for processing. If a prospective supplier is approved, then that supplier is available for transactions on sourcing and qualifications. If a spend authorized supplier is approved, then a spend authorization approval request is raised.

The registration document contains the following:

• Organization Details: Captures identifying information about the company as well as the name and e-mail of the person submitting the registration.
• Contacts: Captures the contact details for those individuals that would be involved in supporting the customer relationship.
• Contact User Account: Captures user account information for the contact.
• Addresses: Captures the supplier addresses and the business functions performed at that address.
• Business Classifications: Captures the certification details of any applicable supplier diversity classifications (for example, minority owned, small business, and so on).
• Bank Accounts: Captures the bank account details where the company would like to receive payments.
• Products and Services: Captures the details of the types of products and services supplied by the company.
• Questionnaire: Captures responses to additional registration questions.

Supplier Registration approval 

• Manage Supplier Registration Approvals
• Manage Internal Supplier Registration Approvals

Viewing the Questionnaire

When suppliers fill out a registration request form, the registration questionnaire is available from the Questionnaire train stop. This train stop is visible when you enable the Qualification Questionnaire in the Configure Supplier Registration and Profile Change Request task in Fusion Setup and Maintenance, and there is an active rule set available for the procurement BU or if there is an active global rule set.

Customize Purchase Requisition Pages" option is not visible

Please try adding this privilege to the user: Customize Procurement UI.
The privilege should also be found with the role Procurement Application Administrator.
Also try to add application developer role.

Min Max Planning in Manufacturing Enabled Enviornment

In Release 11.1.11, when the "Manufacturing and Supply Chain Materials Management" offering is enabled...

Minmax ESS job does not populate the Requisition Interface tables.  Minmax ESS job populates the SCO (Supply Chain Orchestration product) interface tables.  SCO "Process Supply Chain Orchestration Interface" ESS job invokes the Requisitions Import Services directly to generate requisitions.  SCO does not use the requisitions import interface tables.  It is not required to run Import Requisitions Process.

Therefore, there is no record populated in the por_req_headers_interface_all and por_req_lines_interface_all interface tables in this process.   If user attempts to submit Import Requisitions Process, the error "No requisition headers were found for the entered criteria"  will issue.


Following are the steps to run MinMax and SCO to generate requisitions in Rel 11.1.11 when the "Manufacturing and Supply Chain Materials Management" offering is enabled.

1.  Run MinMax ESS job and get the "Batch Name" displayed on the MinMax Report Parameters. Batch Name will be "MINMAX1234" where 1234 is the MinMax ESS job ID.

2.  Run "Process Supply Chain Orchestration Interface" ESS job with the following parameters
Supply Request System = Oracle Fusion Inventory Management
From Supply Request Batch Number = MINMAX1234  (Batch Name from Minmax ESS report)
To Supply Request Batch Number = MINMAX1234  (Batch Name from Minmax ESS report)

3.   Use the Supply Orchestration "Manage Supply Request Exceptions" UI to search/check for exception message
Request Batch = MINMAX1234

If there is exception for the batch, it will be listed in the Search Results

4.   Use Supply Orchestration "Manage Supply Lines" UI to check for the requisitions

Supply Request Reference Number = MINMAX1234  

"This line was reinstated from line 1. The line amount is not included in the requisition total amount".

Questions

Hi Team,
I am having strange case for one requisition that requires your inputs on that. Kindly please give some insight on below case.
SR Number - SR 3-12938798379: Requisition created 2 PO's causing duplicate

We have an issue where Requisition number 539 for amount 94039.57 GBP has generated 2 PO's with the same amount 94039.57 GBP on each PO.
This could have allowed us to match and Pay both the PO's to the supplier casuing a Duplicate Payment.
Could you please check and suggest what has caused raising a Duplicate PO and how to stop this.
The Purchase Orders are: 229 and 1086
Please refer to the attached screenshot and data collection files.

My Finding on the given SR -
1. Requisition was created from Contract Purchase Order Number 611 with one line, total amount as 94039.57
2. Two lines are there in requisition with amount as 94039.57 indiviusally, where one line action stated as - "This line was reinstated from line 1. The line amount is not included in the requisition total amount".
Requisition header total amount is 94039.57
3. Two different POs are created with two different lines.

Client Expecatations -
How this duplicate lines are created in requisition and why requisition header amount is not being update.
Why this two duplicate POs are created.

Answere

Hi Pramod,

Reinstatement occurs when a PO is created (for a requisition) and the PO is canceled and the person canceling the PO still needs the items delivered/services fulfilled (the person chooses not to cancel the unfulfilled demand). In such a scenario, when the PO is canceled, a new requisition line with the balance of the unfulfilled demand is automatically created and added back to the Buyer's queue or automatically turned into a PO. This line will also appear in the requisition document and it will have an icon indicating it was a reinstatement. In addition, to avoid double counting, the amount from this reinstated line is not used in computing the requisition header amount

An example:
I ordered 10 pieces of an item (requisition with 1 requisition line of quantity 10) and this was sourced to Supplier 1 (i.e. a PO was created against Supplier 1). Supplier 1 then comes back to me and says - we are out of stock and new stock won't be available for another quarter. Because I need the items urgently, I decide to go with another Supplier (Supplier 2). To do this, I need to cancel the existing PO against Supplier 1 and create a new PO against Supplier 2. When I cancel the PO against Supplier 1, the Application will automatically create a new requisition line (which is a duplicate of the existing line i.e. Line 1). In the requisition document, the new line (Line 2) will show up with an icon indicating it is a reinstatement of Line 1. Because Line 2 is a reinstatement, the amount from the line will not contribute towards the requisition amount.

How to Create a Warehouse Receiving Custom Role
Navigate to Oracle Identity manager by accessing Functional Setup Manager.
Task Name: Provision Roles to Implementation Users
Click the ‘Go to Task’ icon
This task will open Oracle Identity Manager where you can create a custom role.
Click the ‘Administration’ link in the top right-hand corner of the page.
Step 1: Create a custom role to only receive warehouse receipts. This role will not allow the user to perform other receiving functions such as corrections, returns, inspections, and matching




The example below depicts the custom role ‘Receiving Only Job Role’.




Step 2: Assign custom job role to user
Navigate to the Members tab and assign your user to the newly created role





Step 3: Create duty (application) role to perform receiving only in APM (Authorization Policy Manager)
Navigate to Oracle Authorization Policy Manager by navigating to the task ‘Verify Data Role Generation’.
Task Name: Verify Data Role Generation
Click the ‘Go to Task’ icon
This task will open Oracle Authorization Policy Manager where you can create a custom duty (application) role.




Create you application role. For example, ‘Receiving Only Duty Role’ as shown below.








Map your external role (job role) to the newly created duty (application) role.








Step 4: Create a new authorization policy by clicking the ‘Create Policy’ button in the upper right-hand corner of the page





Assign the two entitlements below to the newly created duty role.
 Monitor Receiving Receipt Work Area – This entitlement provides access to the ‘Receipts’ work area.
 Receive Receiving Shipment Line – This entitlement provides access to the ‘Receive Expected Shipment Lines’ page.



Search for your newly created job role.

Step 5: Create data security policy for your role. The data security policy is based on the inventory organization which will allow you to perform receipts for a given organization




Click the link ‘Find Global Policies’






Create data security policy for your custom job role.
Enter General Information
Name = Data Security Policy Name
DB Resource = Inventory Organization
Module = Receiving
Add role













Add role to data security policy







Add Row Set – Single, Multiple, and All Values are supported. In the example, only one organization 207 has been added.
Single – Access to one inventory organizations
Multiple – Access to multiple inventory organizations
All Values – Access to all inventory organizations






Select action ‘Manage Receiving Transaction’ and move it to the Selected Actions toggle window.






Click the Save button to save your changes.

Step 6: Validate changes
Login as your user to validate changes.
You should only see a single entry ‘Receipts’ under Warehouse Operations.











You should only see a single task ‘Receive Expected Shipments’ in the ‘Receipts’ work area.