TABLE OF CONTENTS - cloud.oracle.com · In this update, Oracle Procurement Cloud delivers new REST...

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TABLE OF CONTENTS

DOCUMENT HISTORY ······························································································································································································· 4

JULY MAINTENANCE PACK FOR 18B ··········································································································································· 4

Revision History ························································································································································································ 4

Overview ······································································································································································································· 4

Feature Summary ····················································································································································································· 6

Cross-Product Procurement Enhancements ························································································································ 7

Integrate and Extend Procurement Using REST Services ··························································································· 7

UPDATE 18B ······························································································································································································· 7

Revision History ························································································································································································ 7

Overview ······································································································································································································· 7

Optional Uptake of New Features (Opt In) ··································································································································· 8

Feature Summary ····················································································································································································· 9

Cross-Product Procurement Enhancements ······················································································································ 11

Integrate and Extend Procurement Using REST Services ························································································· 11

Purchasing ···························································································································································································· 11

Default Purchase Order Payment Terms from Invoice Options ··············································································· 11

Import Purchase Orders with Agreement References ································································································· 12

Extend Outbound Purchase Order Message ··················································································································· 12

View More Descriptive Exception Messages in the Purchasing Document Import Program ························ 13

Self Service Procurement ····························································································································································· 14

Mass Update One-Time Delivery Address and View It in Requisition PDF ························································· 14

Supplier Model ···················································································································································································· 14

Include Payment Processing Attributes in Supplier Import ························································································ 14

Report on Supplier Profile Change Request Activities ································································································· 15

Expand Internal Change Management on Supplier Bank Accounts ······································································· 16

Sourcing ································································································································································································· 18

Upload Price Tiers with Negotiation Lines Spreadsheet ····························································································· 18

Create Supplier Negotiation Activity Reports ·················································································································· 18

Capture User-Defined Supplier Profile Attributes with Negotiation Requirements ············································ 19

Supplier Qualification Management ········································································································································· 20

Automatically Requalify Suppliers When a New Question Response Is Available ··········································· 20

Update Supplier Text Type Descriptive Flexfields from Questionnaire Responses ········································· 21

Provide Reports on Automation, Scoring, and Supplier Visibility Features Using OTBI ································· 21

UPDATE 18A ····························································································································································································· 22

Revision History ······················································································································································································ 22

Overview ····································································································································································································· 23

Optional Uptake of New Features (Opt In) ································································································································· 23

Release Feature Summary ································································································································································· 25

Purchasing ···························································································································································································· 26

Capture One-Time Delivery Address in Structured Fields on Purchase Orders ················································ 26

Configure Purchasing Document Notifications with Business Intelligence Publisher ······································ 27

Self Service Procurement ····························································································································································· 29

Capture One-Time Delivery Address in Structured Fields on Requisitions ························································· 29

Mobile Access to Punchout Catalogs and Non-Catalog Requests ········································································· 30

Configure Purchase Requisition Notifications with Business Intelligence Publisher ········································ 40

Supplier Model ···················································································································································································· 45

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Approve Internal Changes on Supplier Bank Accounts ······························································································· 45

Sourcing ································································································································································································· 48

Configure Negotiation Invitation Email with Business Intelligence Publisher ······················································ 48

Define Default Line Attributes in Negotiations ················································································································· 50

Supplier Qualification Management ········································································································································· 51

Automatically Requalify Qualifications on Expiration ···································································································· 51

Use Input-Type Descriptive Flexfield Values on Supplier Profile as Question Responses ···························· 52

Supplier Portal ···················································································································································································· 53

Provide High-Level Transaction and Performance Metrics for Your Suppliers ·················································· 53

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DOCUMENT HISTORY

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Update Version Notes

29 JUN 2018 July Maintenance Pack for 18BDelivered new features in July Maintenance Pack for 18B.

20 APR 2018 Update 18B Delivered new features in update 18B.

19 JAN 2018 Update 18A Delivered new features in update 18A.

JULY MAINTENANCE PACK FOR 18B

REVISION HISTORY


Date Feature Notes

29 JUN 2018 Created initial document.

OVERVIEW

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

CUSTOMERS UPGRADING FROM RELEASE 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

SECURITY AND NEW FEATURES

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

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GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected].

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FEATURE SUMMARY

Action Required to Enable Feature

FeatureNone (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

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CROSS-PRODUCT PROCUREMENT ENHANCEMENTS

INTEGRATE AND EXTEND PROCUREMENT USING REST SERVICES

In this update, Oracle Procurement Cloud delivers new REST APIs to enable and simplify integration with external systems.

New REST resources introduced in this update are:

Punchout ConnectionsPurchasing NewsRecent RequisitionsRequisition Product DetailsShopping SearchesProcurement Agents

The following REST resource was enhanced:

Purchase Orders

STEPS TO ENABLE

No steps are required to enable this feature.

KEY RESOURCES

Refer to the documentation, available on the REST API for Oracle Procurement Cloud Oracle Help .Center

UPDATE 18B

REVISION HISTORY


Date Feature Notes

20 APR 2018 Created initial document.

OVERVIEW


http://www.oracle.com/pls/topic/lookup?ctx=cloud&id=procurement


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1. 2. 3. 4.

1. 2. 3. 4.

5.


If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness contentfor Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.




GIVE US FEEDBACK


OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

Click the , and then click (under the My Enterprise heading).Navigator New FeaturesOn the New Features page, select the offering that includes new features you’d like to review.Click for any feature that you want to opt in to.Go to Opt InOn the Edit Features page, select the option for the feature, and then click .Enable Done

To opt in using the Setup and Maintenance work area:

Click the , and then click .Navigator Setup and MaintenanceOn the Setup page, select your offering, and then click .Change Feature Opt InOn the Opt In page, click the icon.Edit FeaturesOn the Edit Features page, select the option for any feature you want to opt in to. If the Enable Enablecolumn includes an Edit icon instead of a check box, then click the icon, select your feature options, and click . Save and CloseClick .Done

https://cloud.oracle.com/en_US/saas/readiness/overview

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FEATURE SUMMARY







Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

Purchasing

Default Purchase Order Payment Terms from Invoice Options

Import Purchase Orders with Agreement References

Extend Outbound Purchase Order Message

View More Descriptive Exception Messages in the Purchasing Document Import Program

Self Service Procurement

Mass Update One-Time Delivery Address and View It in Requisition PDF

Supplier Model

Include Payment Processing Attributes in Supplier Import

Report on Supplier Profile Change Request Activities

Expand Internal Change Management on Supplier Bank Accounts

Sourcing

Upload Price Tiers with Negotiation Lines Spreadsheet

Create Supplier Negotiation Activity Reports

Capture User-Defined Supplier Profile Attributes with Negotiation Requirements

Supplier Qualification Management

Automatically Requalify Suppliers When a New Question Response Is Available

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Update Supplier Text Type Descriptive Flexfields from Questionnaire Responses

Provide Reports on Automation, Scoring, and Supplier Visibility Features Using OTBI

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1. 2. 3. 4.

CROSS-PRODUCT PROCUREMENT ENHANCEMENTS

INTEGRATE AND EXTEND PROCUREMENT USING REST SERVICES

In this update, Oracle Procurement Cloud delivers new REST APIs to enable and simplify integration with external systems.

New REST resources introduced in this update are:

Punchout ConnectionsPurchasing NewsRecent RequisitionsRequisition Product DetailsShopping Searches

STEPS TO ENABLE


KEY RESOURCES

Refer to the documentation, available on the REST API for Oracle Procurement Cloud Oracle Help .Center

PURCHASING

DEFAULT PURCHASE ORDER PAYMENT TERMS FROM INVOICE OPTIONS

Use the payment terms you define in the Manage Invoice Options task as default values on purchase orders. This feature is helpful for organizations who run procurement operations centrally, but need to support client organization specific standardized payment terms.

Default payment terms populate onto a purchase order from the following sources in this order of precedence:

Source AgreementSupplier SiteConfigure Procurement Business FunctionManage Invoice Options



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Client Organization Specific Default Payment Terms

STEPS TO ENABLE


IMPORT PURCHASE ORDERS WITH AGREEMENT REFERENCES

When importing purchase orders, it may be necessary to reference specific agreements on the order lines. You can now import a purchase order using file-based data import and reference a source agreement (blanket or contract) and source agreement line. This will help ensure that agreement references are accurate and that you can maintain accurate spend reporting against those agreements.

The following screen capture illustrates this feature.

Source Agreement Reference in Purchase Order File-Based Data Import Template

STEPS TO ENABLE


TIPS AND CONSIDERATIONS

Import Purchase Orders with Agreement References supports both contract purchase agreements as well as blanket purchase agreements.

EXTEND OUTBOUND PURCHASE ORDER MESSAGE

Business to Business (B2B) communications sometimes require specific information be delivered to your suppliers in a format that is specialized or unique. Oracle Collaboration Messaging Framework Cloud helps you simplify the B2B communication configuration with your suppliers and supplier networks. You can now extend the information contained in the purchase order outbound message through Oracle Business Intelligence Publisher and then update the map (known as an XSLT file) in Oracle Collaboration Messaging Framework Cloud so that these changes are communicated to your suppliers.

The following figure illustrates how this feature can be used for client organization specific payment terms defaulting.

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2.

3.

STEPS TO ENABLE

The steps required to enable this feature are as follows:

In the Setup and Maintenance work area, on the Manage Administrator Profile Values page, set the Extensible Data Model Used for Electronic Messaging option to Yes.To extend the purchase order data model by adding new attributes, refer to the Fusion Middleware User's Guide for Oracle Business Intelligence Publisher for further instructions on working with data models and editing data sets. You can access this user guide from the Oracle Help Center.To communicate the new attributes to the supplier, download the predefined map from the Collaboration Messaging work area, update it, and then upload the revised mapping back to the Collaboration Messaging work area.


Before proceeding with the modification, make a copy of the delivered data model and place it in the Custom folder. Then modify the copy. Once you complete your changes to the copy of the data model, ensure the report points to your modified copy for the changes to take effect.

KEY RESOURCES

Refer to the Configure Message Maps section in the Oracle Collaboration Messaging Framework Cloud 17C What's New, listed under Oracle Supply Chain Collaboration and Visibility Cloud.

ROLE INFORMATION

The following role is needed to create a modified version of the delivered data model.

Role Name and Code: BI Admin Role (BIAdmin)

VIEW MORE DESCRIPTIVE EXCEPTION MESSAGES IN THE PURCHASING DOCUMENT IMPORT PROGRAM

This feature enhances the error text returned by the purchasing document import program when a document cannot be imported, to provide more information that enables users to identify and correct the issues.

For example, the following shows the old and new messages to indicate a supplier value is not valid.

Old message: The value of the attribute is not valid.

New message: The supplier is not valid. Verify that the supplier is active, has a business relationship that is spend authorized, and has at least one active purchasing site associated to the procurement business unit.

The new message tells users the possible root causes and fixes.

STEPS TO ENABLE


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SELF SERVICE PROCUREMENT

MASS UPDATE ONE-TIME DELIVERY ADDRESS AND VIEW IT IN REQUISITION PDF

When editing requisitions, you can update one-time delivery address details captured in structured fields such as city, state, zip code and so on for multiple lines in a single operation. In addition, you can view the one-time delivery address details in the requisition PDF.

STEPS TO ENABLE


KEY RESOURCES

R13 Procurement Release Training: Oracle Fusion Self Service Procurement Enhancements: One-Time Address in Structured Fields.What's New for R13 Procurement (update 18A; Capture One-Time Delivery Address in Structured Fields on Requisitions)

SUPPLIER MODEL

INCLUDE PAYMENT PROCESSING ATTRIBUTES IN SUPPLIER IMPORT

Supplier import automates the loading or updating of large volumes of supplier profile information. Payment processing attributes are included in supplier import templates to add or update payment processing information on supplier, supplier address, and supplier site records. This decreases supplier profile completion time, reduces errors, and removes the need to manually add payment processing information through the user interface.

The following screen captures illustrate this feature.

Suppliers FBDI Import Template with Payment Processing Attributes

Supplier Addresses FBDI Template with Payment Processing Attributes

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Supplier Sites FBDI Template with Payment Processing Attributes

STEPS TO ENABLE



The new payment processing attributes in the import templates are hidden by default. Click ‘Show Additional Attributes’ in the import template to display these attributes.The Remittance E-Mail or Remittance Fax columns should be populated only when Delivery Method is EMAIL or FAX respectively.When updating Delivery Method from EMAIL or FAX to any other value, the corresponding value of Remittance E-Mail or Remittance Fax will be cleared respectively.

REPORT ON SUPPLIER PROFILE CHANGE REQUEST ACTIVITIES

Supplier information must be up to date in order to manage a successful Source to Settle operation. OTBI reporting is a flexible and powerful way for customers to produce reports and analyses on supplier profile change request data. The new Supplier Profile Change Request subject area in OTBI provides insights into supplier profile change requests, including approval history. This information helps you streamline the profile change management process and identify the supplier profile areas that need the most attention in order to obtain the most accurate and current supplier information possible.


Supplier Profile Change Request Real Time Subject Area in OTBI

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Sample OTBI Report – Listing of Supplier Profile Change Requests

STEPS TO ENABLE


ROLE INFORMATION

To use this feature, the following duty or role is required:

Duty Name and Code: Supplier Master Data Transaction Analysis Duty (FBI_SUPPLIER_MASTER_DATA_TRANSACTION_ANALYSIS_DUTY)Job Role Name and Code: Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT) or Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT)

EXPAND INTERNAL CHANGE MANAGEMENT ON SUPPLIER BANK ACCOUNTS

In order to maintain the integrity of supplier bank accounts and supplier payments, you must have the ability to proactively monitor and control all changes to supplier bank accounts. When a supplier bank account is created or edited, the change request now includes changes to factor accounts and descriptive flexfields. The entire change request must go through the approval process before changes take effect. With complete bank account change control, you can ensure that supplier bank account information is entered and maintained correctly.

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1. 2. 3. 4.

Define Factor Accounts and Use Descriptive Flexfields

Review Descriptive Flexfield Changes Before Approval

STEPS TO ENABLE

This feature is available after you opt in to the Approve Internal Changes on Supplier Bank Accounts feature, which is found under the Suppliers functional area. For instructions, refer to the Optional Uptake of New Features section of this document.To configure descriptive flexfields, perform the following steps:

From the Navigator, click Setup and Maintenance.On the Setup page, select the Procurement offering, and then the Suppliers functional area.From the Show dropdown, select All Tasks.Click Manage Supplier Bank Account Descriptive Flexfields.

KEY RESOURCES

Review the Supplier Model Release Training 'Approve Internal Changes on Supplier Bank Accounts' for more details on how to use the internal change management feature.


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SOURCING

UPLOAD PRICE TIERS WITH NEGOTIATION LINES SPREADSHEET

Category managers can add hundreds of negotiation lines using the negotiation lines import spreadsheet. The ability to add price breaks or quantity based price tiers with the negotiation lines spreadsheet is essential for the bulk upload capability.

This feature increases efficiency by allowing category managers to upload price breaks or quantity based price tiers using the negotiation lines import spreadsheet. They can also make changes to price breaks or quantity based price tiers when creating a new negotiation round or amendment.

Add Lines Template with Price Break Columns

Add Lines Template with Price Tier Columns

STEPS TO ENABLE

You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

NOTE: Starting with Release 13 (Update 19A) this feature will not be available for Opt In, as it will be enabled by default.


You must download and use the new template for Negotiation Lines Spreadsheet after you Opt in to this feature. Note that you may risk losing existing price tier data if you continue to use the old import template after Opting In. In an amendment or new round, if you upload negotiation lines with no price tier columns, any existing price tiers will be deleted.

KEY RESOURCES

Review Sourcing Release 13 (Update 18B) release training for Upload Price Tiers with Negotiation Lines Spreadsheet for more details on how to use the feature.

CREATE SUPPLIER NEGOTIATION ACTIVITY REPORTS

Create reports on supplier activity in negotiations with Oracle Transactional Business Intelligence. Attributes that capture supplier activity are now available in the Sourcing Negotiations Real Time Subject Areas in the BI application.

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Sample Supplier Activity Report

STEPS TO ENABLE

There are no steps to enable this feature.

CAPTURE USER-DEFINED SUPPLIER PROFILE ATTRIBUTES WITH NEGOTIATION REQUIREMENTS

In Supplier Qualification Management, questions can be mapped to a fixed set of supplier profile attributes (such as tax organization type, fiscal year end, and so on). This capability allows questions to be mapped to supplier profile descriptive flexfield (DFF) attributes. These questions are available to Sourcing users to add as negotiation requirements.

When supplier responses are captured for these requirements the flexfield attribute values are passed on when you update the response repository. This will initiate a supplier profile change request to update the supplier profile with the supplier's response.

STEPS TO ENABLE

Supplier Qualification Management must be enabled to define questions that are mapped to supplier profile flexfield attributes. Once the questions are set and available in the questions library, no steps are required to enable this feature if Sourcing.

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SUPPLIER QUALIFICATION MANAGEMENT

AUTOMATICALLY REQUALIFY SUPPLIERS WHEN A NEW QUESTION RESPONSE IS AVAILABLE

Automatically requalify a supplier when a new response is available for a qualification.

To save time and increase accuracy, enable automatic requalification when a new question response becomes available for a supplier. For example, if the supplier provides a new response in a sourcing bid, or updates their profile using the supplier portal, and that information impacts the supplier's qualification results-- that supplier is automatically requalified to consider the new data. Keep your qualification outcomes current without manual intervention.

Automatic Requalification on New Question Response

STEPS TO ENABLE



Enable Automatic Requalification on New Response on the qualification area. Once enabled, all the qualifications that are created based on this qualification area will enable automatic requalification by default.On the rule set, provide default information to be used for the requalification event.

KEY RESOURCES

Review the Automatically Requalify Suppliers on New Question Response Release Training for more details on how to use the feature.

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ROLE INFORMATION

Supplier Qualification

UPDATE SUPPLIER TEXT TYPE DESCRIPTIVE FLEXFIELDS FROM QUESTIONNAIRE RESPONSES

For questions that map to supplier profile descriptive flexfields, any responses you receive now update the underlying flexfield values.

Using this capability, you can create questionnaires to update supplier descriptive flexfields, giving you an easy way to gather supplemental information for the supplier profile. You can also use these mapped questions during supplier registration and sourcing negotiations and update the profile with the supplier responses.

Question Setup to Use Supplier Descriptive Flexfields

STEPS TO ENABLE

To map supplier profile descriptive flexfields attribute to a question, we need to first setup supplier profile descriptive flexfield attributes using Setup and Maintenance work area.


This feature currently supports mapping to input type descriptive flexfields at supplier level.

KEY RESOURCES

Review the Update Supplier Text Type Descriptive Flexfields from Questionnaire Responses training for more details on how to use the feature.

ROLE INFORMATION


PROVIDE REPORTS ON AUTOMATION, SCORING, AND SUPPLIER VISIBILITY FEATURES USING OTBI

Provide reporting capability through OTBI for the recently released features.

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Gain greater insight into your qualification and assessment activity with additional reporting capabilities using OTBI. Reporting data is now available for the following recently released features: event-based initiative and qualification creation, automatic scoring and evaluation of qualifications and assessments, and sharing of qualifications and assessments with suppliers.

The following are some of the attributes that are available for qualification reporting. Similar information is available for assessment reporting, as well as reporting on the supplier's question responses.

STEPS TO ENABLE


ROLE INFORMATION

Supplier QualificationCategory Manager

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Date Feature Notes

23 JAN 2018Purchasing: Capture One-Time Delivery Address in Structured Fields on Purchase Orders

Updated document. Revised steps to enable.

19 JAN 2018 Created initial document.

OVERVIEW






If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness contentfor Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

GIVE US FEEDBACK


OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.

UPDATE 18A

REVISION HISTORY


https://cloud.oracle.com/en_US/saas/readiness/overview

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1. 2. 3. 4.

5.

To opt in using the Setup and Maintenance work area:

Click the , and then click .Navigator Setup and MaintenanceOn the Setup page, select your offering, and then click .Change Feature Opt InOn the Opt In page, click the icon.Edit FeaturesOn the Edit Features page, select the option for any feature you want to opt in to. If the Enable Enablecolumn includes an Edit icon instead of a check box, then click the icon, select your feature options, and click . Save and CloseClick .Done

1.2.3.4.

To opt in using the New Features work area:

Click the Navigator, and then click New Features (under the My Enterprise heading). On the New Features page, select the offering that includes new features you’d like to review. Click Opt In for any feature that you want to opt in to. On the Edit Features page, select the Enable option for the feature, and then click Done.

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RELEASE FEATURE SUMMARY







Purchasing

Capture One-Time Delivery Address in Structured Fields on Purchase Orders

Configure Purchasing Document Notifications with Business Intelligence Publisher

Self Service Procurement

Capture One-Time Delivery Address in Structured Fields on Requisitions

Mobile Access to Punchout Catalogs and Non-Catalog Requests

Configure Purchase Requisition Notifications with Business Intelligence Publisher

Supplier Model

Approve Internal Changes on Supplier Bank Accounts

Sourcing

Configure Negotiation Invitation Email with Business Intelligence Publisher

Define Default Line Attributes in Negotiations

Supplier Qualification Management

Automatically Requalify Qualifications on Expiration

Use Input-Type Descriptive Flexfield Values on Supplier Profile as Question Responses

Supplier Portal

Provide High-Level Transaction and Performance Metrics for Your Suppliers

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PURCHASING

CAPTURE ONE-TIME DELIVERY ADDRESS IN STRUCTURED FIELDS ON PURCHASE ORDERS

Capturing a one-time address as unstructured text and attaching it to a purchase order can make it difficult for your organization to calculate appropriate taxes or share the address with your suppliers. You can now capture a structured one-time delivery address on a requisition, and share it with suppliers on a purchase order to support situations where deliveries should be made to unique locations. This will allow you to ensure accurate delivery of important goods and services.

The structured one-time address information on the purchase order follows the same display format as on the requisition. The one-time address field has a contextual icon, which upon clicking will take users to the corresponding location in Google Maps™. The tool tip visible while hovering over the tabular display of the formatted one-time address displays the full address.

The following screenshots illustrate this feature.

Display of One-Time Address in Structured Format in Process Requisitions

© 2017 Google Inc, used with permission. Google and the Google logo are registered trademarks of Google Inc.

Display of Google Maps for One-Time Address in Structured Format in View Purchase Order

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Display of Tool Tip for One-Time Address in Structured Format in View Purchase Order

STEPS TO ENABLE


For additional feature setup details, refer to the steps to enable for the "Capture One-Time Delivery Address in Structured Fields on Requisitions" feature in the 18A Self Service Procurement section of this document.


Following are the considerations pertaining to this feature:

A buyer will not be able to enter the one-time address directly on a purchase orderA buyer will not be able to update the one-time address that comes from the requisitionUsers will not be able to search with a one-time address using the 'Ship-to Location' and 'Deliver-to Location' attributesPurchase orders created from requisitions with free-format one-time addresses will not be automatically upgraded to the new one-time addresses in structured fields, after opt-in.

KEY RESOURCES

Review the Procurement R13 Capture One-Time Delivery Address in Structured Fields release training for more details on how to use this feature.

CONFIGURE PURCHASING DOCUMENT NOTIFICATIONS WITH BUSINESS INTELLIGENCE PUBLISHER

Approvals represent an important business control and visibility tool for you to manage spend. Approval notifications must contain the information needed for the approver to make an informed business decision. System Administrators can use Oracle Business Intelligence Publisher to tailor the content, layout and style of notifications to fulfill business needs.

This feature covers the purchase order and change order approval notifications. The following screenshot shows the purchase order approval notification:

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Purchase Order Approval Notification

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STEPS TO ENABLE


KEY RESOURCES

Review the Purchasing R13 Configure Purchasing Document Notifications with Business Intelligence Publisher release training for more details on how to use the feature.

ROLE INFORMATION

The following role is needed to configure the notification report.

Role Name and Code: BI Author Role (BIAuthor)

SELF SERVICE PROCUREMENT

CAPTURE ONE-TIME DELIVERY ADDRESS IN STRUCTURED FIELDS ON REQUISITIONS

When one-time shipping addresses in requisitions are represented in an unstructured way, time consuming and error prone manual intervention is needed to complete downstream documents such as purchase orders and invoices. Automated derivation of other values, such as taxes, isn’t possible.

The ability to capture a one-time address in structured fields is now available for requisitions created in Oracle Self Service Procurement Cloud. After requisition submission, the address information can be re-used in downstream documents such as purchase orders and invoices, and for derivation of other values. As well, the information can be used to support other requisition processing that is dependent on shipping data.


One-Time Address in Structured Format - 1

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One-Time Address in Structured Format - 2

STEPS TO ENABLE


After you enable access to the feature, apply it to specific requisitioning business units as follows:

In the Navigator, click Setup and Maintenance.Select the Procurement offering.Search for and select the Configure Requisitioning Business Function task.From the Requisitioning BU dropdown, select your business unit, and then click OK.Select the following option: Allow one-time addresses.

KEY RESOURCES

R13 Procurement Release Training: Oracle Fusion Self Service Procurement Enhancements: One-Time Address in Structured Fields.

ROLE INFORMATION

The ability to create one-time addresses on a requisition line is controlled by the privilege - Create Requisition with One Time Location (POR_CREATE_REQUISITION_ENTER_ONE_TIME_LOCATION_PRIV).

This privilege is assigned out of the box to the duty role - Requisition Self Service User Duty Role (ORA_POR_REQUISITION_SELF_SERVICE_USER_DUTY).

After opting in to use the 'Capture One-Time Delivery Address in Structured Fields on Requisitions' feature and enabling the use of one-time address for the requisitioning BU, a user with the above privilege will be able to enter one-time address in structured fields for a requisition line.

MOBILE ACCESS TO PUNCHOUT CATALOGS AND NON-CATALOG REQUESTS

Effectively shop and create requisitions on your mobile device with expanded shopping options including punchout catalogs, non-catalog requests, and improved search filtering. The following features have been introduced in this release of the mobile application.

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Request Non-Catalog Item: Requisition goods and services that are not available in the catalog

The following screenshots illustrate the features:

Filter by Brand: Filter search results by brand to find items quicklyPunchout Catalogs: Add items from to requisitions from external supplier's punchout sites. Use the mobile application to access the punchout sites, search for items, add them to the shopping cart.

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Filter Search Results By Brand

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Search Punchout Catalogs and Shop on Supplier Sites

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Request Noncatalog Items

STEPS TO ENABLE

Open Apple App Store (iPhone) or the Google Play Store (Android devices).Search for the Oracle Fusion Self Service Procurement Mobile application and tap it.Tap INSTALL.Open the mobile application.Accept the Legal Terms.

Additional configuration of the host URL, port, and Secure Sockets Layer (SSL) settings is required before you can sign in and use the application. See the chapter Use the Self Service Procurement Mobile Application (Topic: Configure the Self Service Procurement Mobile Application Access URL) in the Oracle Procurement Cloud Using Procurement guide.

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The mobile application cannot be accessed if Self Service Procurement is not implemented.The Charge Account, Deliver-to Location, Destination Type and Requisitioning Business Unit attributes are configured automatically from your Oracle Procurement Cloud web-based application.The mobile application user has the same privileges and content zone access that they have in Oracle Procurement Cloud.

KEY RESOURCES

For more information, see the Oracle Procurement Cloud Using Procurement guide, available on the Oracle Help Center.

ROLE INFORMATION

Privilege Name and Code: Create Requisition via Mobile App privilege (POR_CREATE_REQUISITION_VIA_MOBILE_APP_PRIV)Job Role Name and Code: This privilege is not granted to any Role by default.

CONFIGURE PURCHASE REQUISITION NOTIFICATIONS WITH BUSINESS INTELLIGENCE PUBLISHER

Configure purchase requisition email notifications using Oracle Business Intelligence Publisher templates. These template-based emails include approval notifications for standard requisition approvals, re-approval of specific requisition lines updated by the requester, and requisition lines updated by the buyer. You can configure the layout, style and format of your approval notifications to meet your unique business requirements. Configure email notification content by adding or removing approval data model attributes.

Approvers need to view and take action on approval email notifications on a broad range of devices. Email notifications created using Oracle Business Intelligence Publisher templates are clear and readable regardless of the rendering device.

The following screen captures illustrate the feature and its benefits:

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Standard Approval Notification As Viewed From Laptop

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Standard Approval Notification As Viewed From Mobile Device

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3. 4.

STEPS TO ENABLE


After you enable the feature, follow these steps to configure the template for requisition approval notifications:

In the Navigator, click Reports and Analytics.In the Self Service Procurement Business Intelligence Catalog, locate the Requisition Approval Email Report, and then click Customize to create a copy of the report in your Custom folder.Edit the Requisition Approval Email Report template.Upload the template (select the appropriate locale for your instance).

KEY RESOURCES

Review the Self Service Procurement R13 Configure Purchase Requisition Notifications with Business Intelligence Publisher Release Training for more details on how to use the feature.

ROLE INFORMATION

The following role is needed to configure the notification data model and template:

Role Name and Code; BI Administrator (BIAdministrator)

SUPPLIER MODEL

APPROVE INTERNAL CHANGES ON SUPPLIER BANK ACCOUNTS

Audit compliance and fraud prevention are top priorities. Within these initiatives, it is critical to maintain the integrity of supplier bank accounts and payments to suppliers. Relying on audit alone to resolve problems after they occur limits your ability to be proactive in preventing fraud and improving compliance.

This feature enables you to use change controls and approval routings on all bank account actions including create and edit. New bank accounts or edits to existing bank accounts are submitted for approval before the changes take effect. Approval requirements are defined using flexible approval rules. With change controls enabled, you are assured that supplier bank accounts are entered correctly, are not fraudulent, and processes for managing bank accounts meet audit compliance requirements. This feature, along with the existing supplier self-service profile management solution, provides a complete change management solution for supplier bank accounts.


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3.

Capture Changes to Bank Accounts and Submit for Approval

View Changes Submitted for Approval

STEPS TO ENABLE

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Perform the following steps after you opt in to the feature:

Click the Navigator, and then click Setup and Maintenance.On the Setup page, select Procurement offering, and then click Approval Management functional area.

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3. 4. 5.

From the Show dropdown, select All Tasks.Click Manage Internal Supplier Profile Change Approvals task.Set up approval rules that will determine approvers responsible for reviewing and approving changes.


Enabling this feature will require any changes made to supplier bank accounts to be submitted for approval. These include creating a new bank account, updating or adding an existing bank account or setting it as primary.Other changes made to the supplier profile besides bank accounts will not be submitted for approval and will be saved to the supplier profile immediately.While the bank account changes are pending approval, supplier administrators can continue to manage the supplier profile except for bank accounts. Bank accounts are available for updates only after the pending changes are approved or rejected. External supplier users cannot create any profile change requests while internal bank account changes are pending approval.Any bank account changes pending approval can be canceled before the final approval is obtained. For instance, if the changes submitted for approval contain incorrect information such as the wrong account type or branch, the changes can be canceled.Changes to descriptive flexfields of bank accounts, or bank accounts defined as factor accounts, are currently not supported by this feature and cannot be submitted for approval. In addition, factor accounts cannot be created or associated to suppliers when the feature is opted in. Do not opt in this feature if you need to use bank account descriptive flexfields or factor accounts.Bank accounts created via import are not subject to review and approval and they are saved to the profile immediately. Also, new bank accounts can be imported for a supplier even if there are other bank account changes pending approval for the supplier.

KEY RESOURCES

Review the Supplier Model Release Training for more details on how to use the feature.

ROLE INFORMATION

To use this feature, the following predefined roles with edit access to manage bank accounts are required:

Job Role Name and Code: Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT) or Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT)

If you have defined your own job roles, the following privileges are required:

To provide edit access to manage bank accounts and submit bank account changes for approval:

Privilege Name and Code: Maintain Supplier Payment (POZ_MAINTAIN_SUPPLIER_PAYMENT_PRIV), Manage External Payee Payment Details (IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV), and Manage Third Party Bank Account (IBY_MANAGE_THIRD_PARTY_BANK_ACCOUNT_PRIV)

To provide view only access to bank accounts:

Privilege Name and Code: View Supplier Payment (POZ_VIEW_SUPPLIER_PAYMENT_PRIV), Manage External Payee Payment Details (IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV), and View Third Party Bank Account (IBY_VIEW_THIRD_PARTY_BANK_ACCOUNT_PRIV)

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SOURCING

CONFIGURE NEGOTIATION INVITATION EMAIL WITH BUSINESS INTELLIGENCE PUBLISHER

The ability to tailor supplier notifications as per business needs is essential for effective communication with suppliers and a successful negotiation process. This feature provides the capability to configure negotiation invitation emails based on a Business Intelligence Publisher template. The template makes it easy to modify the layout and content as required.

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Negotiation Invitation Notification Email

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STEPS TO ENABLE


After you enable the feature, follow these steps to configure the template for negotiation invitation notifications:

In the Navigator, click Reports and Analytics.In the Sourcing Business Intelligence Catalog, locate the Negotiation Invitation Email Report, and then click Customize. This creates a copy of the report in your custom folder.Edit the template Negotiation Invitation Email Report.Upload the template (select the appropriate locale for your instance).

KEY RESOURCES

Review the Sourcing Release 13 (update 18A) release training for Configure Negotiation Invitation Notification with Business Intelligence Publisher for more details on how to use the feature.

ROLE INFORMATION

Category Manager or BI Administrator can configure the negotiation invitation notification using Business Intelligence Publisher.

DEFINE DEFAULT LINE ATTRIBUTES IN NEGOTIATIONS

Applying default line attributes improves operational efficiency and enforces corporate standards and best practices. This feature provides the capability to set default line attributes either in the negotiation template or directly in the negotiation. When default line attributes are set, any new lines added to the negotiation online or using the lines import spreadsheet will have these attributes automatically applied.

Manage Default Line Attributes in Negotiation

STEPS TO ENABLE

You must enable 'Default line attributes' in the negotiation style to use this feature in a negotiation template or negotiation. Newly created negotiation styles will have 'Default line attributes' enabled by default.

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KEY RESOURCES

Review the Sourcing Release 13 (update 18A) release training for Define Default Line Attributes in Negotiations for more details on how to use the feature.

ROLE INFORMATION

Category Manager can define default line attributes in negotiation templates and negotiations.

SUPPLIER QUALIFICATION MANAGEMENT

AUTOMATICALLY REQUALIFY QUALIFICATIONS ON EXPIRATION

Automatically requalify a supplier for designated qualification areas when they approach expiration, thereby keeping the qualifications current. Automatic requalification reduces the time you require for monitoring qualifications and manually accounting for new information. In addition, it helps you ensure that suppliers always have active qualifications.

Automatical Requalification on Expiration

STEPS TO ENABLE



Enable Automatic Requalification on Qualification Expiration on the qualification area. Once enabled, all the qualifications that are created based on this qualification area will enable automatic requalification by default.On the rule set, provide default information to be used for the requalification event.

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KEY RESOURCES

Review the Automatically Requalify Qualifications on Expiration Release Training for more details on how to use the feature.

ROLE INFORMATION


USE INPUT-TYPE DESCRIPTIVE FLEXFIELD VALUES ON SUPPLIER PROFILE AS QUESTION RESPONSES

Use input-type descriptive flexfields on the supplier profile to store additional information that is relevant for qualification purposes. With this feature, Supplier Qualification Management can read these values automatically as responses for questions without having to prompt the supplier by using a questionnaire. You can leverage data that comes from sources other than the supplier’s. For example, the data could originate from a third-party system that uses the supplier update web service to set the values, thus allowing the qualification process to evaluate that data.

Question Setup for Automatic Responder Type

Viewing Responses for Automatic Responder Type Question

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STEPS TO ENABLE

To map supplier profile descriptive flexfields attribute to a question, we need to first setup supplier profile descriptive flexfield attributes using Setup and Maintenance work area.


This feature currently supports mapping to input type descriptive flexfields at supplier level.

KEY RESOURCES

Review the Use Input-Type Descriptive Flexfield Values on Supplier Profile as Question Responses Training for more details on how to use the feature.

ROLE INFORMATION


SUPPLIER PORTAL

PROVIDE HIGH-LEVEL TRANSACTION AND PERFORMANCE METRICS FOR YOUR SUPPLIERS

To develop productive relationships with your suppliers it is important suppliers understand how they are performing. Suppliers too often rely on aggregated customer analytics instead of metrics specific to the business activities with your organization. Oracle Supplier Portal Cloud delivers OTBI-based reports on the landing page, where suppliers can review at a glance high-level metrics specific to your organization.

Suppliers have quick access to the following transaction and performance reports:

PO Purchase Amount: the dollar amount of purchase orders placed with the supplier companyInvoice Amount: the dollar amount of invoices issued to the buying organizationInvoice Price Variance Amount: the dollar amount of price deviations between invoices and purchase orders

The landing page provides a summary view of these supplier reports. From there, suppliers can navigate to a dashboard depicting the reports graphically for further analysis. The dashboard has a set of common filters to analyze different reporting views and allows suppliers to drill down to detailed reports by category or item. All reports are controlled by function security to ensure that only supplier users with the appropriate job roles and privileges can view them.


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Transaction Reports Infolet on the Supplier Portal Landing Page

Drill Down to Supplier Transaction Reports Dashboard Filtered by Category

STEPS TO ENABLE


KEY RESOURCES

Review the Supplier Portal Release Training for more details on how to use the feature.

ROLE INFORMATION

To use this feature, the following predefined roles are required:

To access the PO Purchase Amount report:

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Job Role Name and Code: Supplier Customer Service Representative (ORA_POS_SUPPLIER_CUSTOMER_SERVICE_REPRESENTATIVE) or Supplier Sales Representative (ORA_POS_SUPPLIER_SALES_REPRESENTATIVE)

To access the Invoice Amount and Invoice Price Variance Amount reports:

Job Role Name and Code: Supplier Accounts Receivable Specialist (ORA_POS_SUPPLIER_ACCOUNTS_RECEIVABLE_SPECIALIST)

If you have defined your own job roles, the following privileges are required:

To access the PO Purchase Amount report:

Privilege Name and Code: Search Purchase Order as Supplier (PO_SEARCH_PURCHASE_ORDER_(SUPPLIER-FACING))

To access the Invoice Amount and Invoice Price Variance Amount reports:

Privilege Name and Code: View Payables Invoice as Supplier (AP_VIEW_PAYABLES_INVOICE_AS_SUPPLIER)

---

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