Not able to see which user skipped assignment of approving the requisition

Issue Description:-

If approver skips the assignment of approving the requisition by selecting 'Skip current assignment.The tree is reloaded and that approver name does not reflect in the tree.

The initiator can not know who among the approvers skipped the assignment.


Solution
When an approver skips taking action (approve/reject) on the task, action history would not display the approver's name. If approvers should not be skipping the action, it can be disabled in BPM > Task Configuration > Access. Expand Action and find the row corresponding to 'Skip Current Assignment' (see attached), you can uncheck all or just have the action allowed only for the 'admin' user.

Supplier Qualification

How to create custom Questionnaire report - Report of  Supplier Name and Supplier Questionnaire -

Answere -
'Supplier Qualification - Qualifications and Assessments Real Time' subject area.

The supplier and questionnaire information are under the Initiative -> Questionnaire Response Headers folder and the questions and responses are under the Initiative -> Questionnaire Responses folder.

Duplicate Supplier Checks Functionality

Functionality -

When we create a new supplier, if the name matches to that of an existing supplier, the match percentage along with the existing records are displayed. Even after completing the required setups, we are not able to see the matches.


1. You should find the TOI presented in the link below useful. In addition the online help should have details under the help topic Enabling Supplier Match: Explained

http://download.oracle.com/ocomdocs/global/fusion_r9/prc/Supplier_Data_Quality_Management/index.html

Supplier match feature leverages Fusion Enterprise Data Quality (EDQ) which provides data quality services for Fusion Cloud applications. The duplicate supplier match feature is available to Fusion Cloud customers only, and is not supported for customers deploying Fusion Supplier Model on premise. We are a Fusion Cloud customer.

I reviewed Fusion documentation on how to configure the supplier match feature and I think there might be one of the many cases where the documentation is missing key information. Do you think that there is a process that needs to run after completing step 2? Note that I executed step 3 in a different browser.

Step 1: Configure party relationships for supplier match. See screenshot 1 in attachment.

Step 2: Manage data quality server configurations. I enabled the EDQ Realtime and Batch Basic Match fields. See screenshot 2.

Step 3: Manage enterprise data quality matching configurations. I performed a test of the configuration and exercise the EDQ matching engine. No results were returned. See screenshots 3, 4, 5 and 6.

For example, there is already a supplier created for 'Midtown Computer Supplies'. I performed a test of the configuration by entering 'Midtown' in the PartyName field and exercised the EDQ matching engine. No results were returned. I then tried 'Midtown Computer' and 'Midtown Computer Supplies' and still no results were found.

Then I tried another route. I navigated to the Register Supplier page and called the new supplier 'Midtown' and then 'Midtown Computer' but did not receive a supplier match warning message. Only when I enter 'Midtown Computer Supplies' is when an error message displays indicating a duplicate supplier exists. That said, I think the error message is separate from the supplier match feature. It is the same type of error message you receive when you enter a duplicate tax id.


If you will not find the task name then use Manage servers Task Name and do rebuild Index.

Search All requisitions created by all users

1. Login to APM (you can get to it through "Manage Duties" task in fusion application)

2. In the Search dialog, choose "External Roles" next to "For" and search for Job Role 'Advanced Procurement Requester'

3. Select Job Role from search result, and choose View.

4. Once Role is opened in a separate tab, navigate to "Application Role Mapping" which lists all Duty Roles for all stripes like fscm, hcm, crm and obi.
- Then you can follow the rest of the last action plan:
- Select FSCM, click on Map icon.

5. Search an application role by setting following parameters in search:

Application -> FSCM Role Name -> POR_REQUISITION_VIEWING_AS_ADMIN_DUTY


6. Map this application role.
(You can verify that this contains necessary policy too)


2) Can you please ask customer to verify if the 'View Requisitions - All'
target is associated with 'Requisition Viewing as Administrator¿ duty role.
Steps to verify:
a) Click on the 'Requisition Viewing as Administrator¿ in Application Role
Mapping
b) Open role and click find policies
c) Should be able to see all targets associated.
.
3) Can you please ask customer to add duty roles ¿Requisition Viewing as
Administrator¿ and ¿Requisition Reassignment as Administrator¿ to Advanced
Procurement Requester Role corresponding to the default Business Unit. i.e
'Advanced Procurement Requester <BU name>' and verify the issue?




The error reported in step 6 is expected because through the recommended
steps , you were trying to add the duty
POR_REQUISITION_VIEWING_AS_ADMIN_DUTY, which already was present under fscm
mappings.
However, sr_ans_3.1.PNG shows there are 2 such roles present.
POR_REQUISITION_VIEWING_AS_ADMIN_DUTY and
ORA_POR_REQUISITION_VIEWING_AS_ADMIN_DUTY with same name Requisition Viewing
as Administrator Duty
1. Can you verify in Authorization Policies, that
ORA_POR_REQUISITION_VIEWING_AS_ADMIN_DUTY also contains a Functional policy
with Target 'View Requisition - All' ?
2. If yes, provide a screenshot for this page and skip to step 4.
3. If no, can you try adding it? Steps-
   Add a policy with name 'Policy for Requisition Viewing as Administrator
Duty',
   Switch the radio button named Match under Principals to All,  
   Add a target with entitlement name (contains)
POR_VIEW_REQUISITION_ALL_PRIV
After this is added, navigate to Authorization Policy and provide screenshot
such that newly added Functional Policy can be seen.
4. Now, Can you remove the role 'Requisition Viewing as Administrator' under
fscm of type ORA_POR_REQUISITION_VIEWING_AS_ADMIN_DUTY (which is already
present) and add the one with name ORA_POR_REQUISITION_VIEWING_AS_ADMIN_DUTY
? (from same location as provided in file sr_ans_3.1.PNG )

Setting of Country, State, City LOV in Manage Supplier Screen

Task Name -

Oracle Sales Cloud > Getting Started with Oracle Sales Cloud Implementation > Setting up Geographies Reference Data for Territories and Addresses

Please review - http://docs.oracle.com/cloud/farel10/salescs_gs/FASMC/FASMC1432334.htm#FASMC1432334

You can see that if you select US as country, you will get the drop down, You can do the setup for your country also by importing that data with above shared documents.

After importing the data, In FSM, go to task Manage Geographies and search for your country. Then go to the corresponding Validation Defined for given country. This page will allow user to choose whether to enable list of values for Province or impose validation.

http://docs.oracle.com/cloud/farel10/salescs_gs/FASMC/FASMC1432334.htm#FASMC1705402

Enable Budgetary Control

Manage Budgetary Control -

Query -

Customer wants to enable Budgetary Control only for requisitions but not for PO. On documentation it is stated that if we have enabled the budgets for a specific business function, the downstream applications are automatically enabled. Is there a way to enable Req Budgetary Control alone? 

Solution - 

It's not possible to disable budgetary control for downstream transactions. Currently, Purchasing only supports budgetary control for standard purchase orders.

Setup for Time Zone

1. Validate Site level profile option - XLE_ENABLE_LEGAL_ENTITY_TIMEZONE
2. Validate Manage Legal Entity time zone.
3. Validate Manage Locations time zone.
4. Validate Set User General Preferences time zone.
5. Manage Legal Address Timezone