Oracle Procurement Cloud
What's New
  1. Update 19B
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. Cross-Product Procurement Enhancements
        1. Integrate and Extend Procurement Using REST Services
    2. Purchasing
        1. Reinstate Unfulfilled Requisition Demand When Cancelling a Purchase Order Under Budgetary Control
    3. Self Service Procurement
        1. Fulfill Project Material Requirements from Internal Sources
        2. Override Agreement Price on Requisitions
        3. Allow Approvers to Reject Updated Budgetary-Controlled Requisitions That Failed Funds Check
    4. Supplier Model
        1. Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher
    5. Sourcing
        1. Upload Supplier Response Lines Spreadsheet in a Flat File Format

Update 19B

Revision History

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

Date Feature Notes
17 JUN 2019 Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher Updated document. Removed opt-in expiration update. 
17 JUN 2019 Upload Supplier Response Lines Spreadsheet in a Flat File Format Updated document. Edited feature information.
22 MAR 2019   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.

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.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

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:

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

To opt-in using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt-In.
  3. On the Opt-In page, click the Edit Features icon.
  4. On the Edit Features page, select the Enable option for any feature you want to opt-in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close
  5. Click Done.

OPT-IN EXPIRATION

Some features include an opt-in expiration update, after which they are no longer optional. If you have not opted in to the feature by the expiration update, it will automatically be enabled for you in that update.

Click here to review details of all Oracle Applications Cloud features with an upcoming opt-in expiration update.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

Purchasing

Reinstate Unfulfilled Requisition Demand When Cancelling a Purchase Order Under Budgetary Control

Self Service Procurement

Fulfill Project Material Requirements from Internal Sources

Override Agreement Price on Requisitions

Allow Approvers to Reject Updated Budgetary-Controlled Requisitions That Failed Funds Check

Supplier Model

Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher

Sourcing

Upload Supplier Response Lines Spreadsheet in a Flat File Format

Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

In this update, Oracle Procurement Cloud delivers a modified REST API to enable and simplify integration with external systems.

The following REST resource was enhanced:

  • Purchase Requisitions
    • The SUBMIT action is now supported.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

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

Purchasing

Reinstate Unfulfilled Requisition Demand When Cancelling a Purchase Order Under Budgetary Control

Reinstate unfulfilled requisition demand when canceling a purchase order under budgetary control. Selecting this option will let you process the unfulfilled demand into new orders without needing additional rounds of approvals and budget checks. You can choose to either reinstate the requisition demand or cancel the unfulfilled requisition demand upon purchase order cancellation.

Steps to Enable

Use the Opt-In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement                         No Longer Optional From: 11.13.19.10.0

Tips And Considerations

When you cancel a budgetary-controlled purchase order, the application performs budget checks and attempts to release any reserved funds. If the funds cannot be released, you are notified with an appropriate error message on either the Purchase Order Cancellation FYI notification or the Purchase Order Canceled Confirmation dialog box, depending on whether the purchase order was implemented or not. In both cases the funds will not be released, but the purchase order will still be canceled.

If the funds reserved by an implemented purchase order could not be released upon cancellation because the budget period is closed, a possible way to release them is to re-open the budget period and then finally close the purchase order.

Self Service Procurement

Fulfill Project Material Requirements from Internal Sources

To lower inventory costs and improve on-time performance, companies often maintain common warehouses that supply expensed items to several projects. These items are delivered to a project location to be expensed at destination.

In this update, you can transfer common inventory to a project site and charge the expenditure to the project.  The capabilities supported in this update include:

  • Create project-striped internal requisition with an expense destination type
  • Create project commitment on requisition approval
  • Create project-striped transfer orders with expense destination type
  • Charge the expenditure to the project at destination

These capabilities reduce project costs and improve agility by allowing you to aggregate common material demand across projects and allocate material and costs to projects when used.

In Oracle Self Service Procurement Cloud, you can request internally stocked items to fulfill project material requirements. Create internal requisitions for expense destination items and charge the transfer cost to projects by including project costing details in the distribution.

The following image shows the project widget enabled for an internal material transfer line in an expense destination requisition:

Edit Requisition Page

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.

Offering: Procurement                         No Longer Optional From: 11.13.19.10.0

Tips And Considerations

Budgetary control and encumbrance accounting are not supported for internal material transfers to expense destinations with project details. Budgetary control and encumbrance accounting are supported for internal material transfers to expense destinations when project details are not provided.

Override Agreement Price on Requisitions

Override the blanket purchase agreement price in requisitions for goods and services. With this enhancement, you can change the item price on the Edit Requisition page and through the requisition import program when the blanket purchase agreement allows price override. You can modify the price within the price limit specified on the agreement line. This feature empowers you as an advanced procurement requester to set negotiated prices with suppliers when the price on the agreement is considered to be a guideline.

The image below shows the unit price enabled for edit for a quantity-based item added from the user's catalog:

Edit Requisition Page

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.

Offering: Procurement                         No Longer Optional From: 11.13.19.10.0

Tips And Considerations

The Allow Price Override indicator is on the blanket agreement line. Make sure that you configure the price limit field with the maximum price allowed to be used in the requisition. As a requisition preparer, you must first add the item to the shopping cart, and then update the item unit price on the Edit Requisition page.

To overwrite the blanket purchase agreement (BPA) price in the requisition import program, you must provide the BPA number in the file-based data import (FBDI) spreadsheet or in the Purchase Request Web Service payload. The BPA must indicate that price override is allowed for the item. If you do not provide the BPA number, and a BPA is automatically sourced, the BPA price will be enforced regardless of the price override indicator.

Allow Approvers to Reject Updated Budgetary-Controlled Requisitions That Failed Funds Check

As an approver, you can now reject budgetary-controlled requisitions that you edited, but could not submit due to a failure of funds check. Rejecting these requisitions lets you inform requesters of the exceptions encountered. Requesters can then cancel the requisitions if needed. Without this feature, you would not be able to order any items for yourself, or to update any other budgetary-controlled requisitions, because your checkout process would be blocked.

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.

Offering: Procurement                         

Feature Name: Allow Approvers to Update Budgetary-Controlled Requisitions

Supplier Model

Configure Supplier Registration Approval Decision Notifications with Business Intelligence Publisher

Use an Oracle Business Intelligence Publisher template to configure the supplier registration email notifications that communicate the approval decision to the registering company. These template-based emails include the approved supplier registration request notification and the rejected supplier registration request notification for supplier self-service registration. You can configure the email notification content and add or remove data model attributes. Also the layout, style, and format of your notifications can be tailored to meet your unique business requirements.

Email notifications created using Oracle Business Intelligence Publisher templates are clear and readable across email clients. Suppliers will be able to view the notifications on a broad range of devices.

External Supplier Registration Request Approved Email Notification

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.

Offering: Procurement                         

After you enable the feature, follow these steps to configure the templates for supplier registration approval decision notifications:

  1. In the Navigator, click Reports and Analytics.
  1. In the Suppliers Business Intelligence Catalog, locate the following templates, and then click Customize. This creates a copy of the templates in your Custom folder.
  • For the approved supplier registration request notification, use the External Supplier Registration Approved FYI Email Report template.
  • For the rejected supplier registration request notification, use the External Supplier Registration Rejected FYI Email Report template.
  1. Edit the copied templates in your Custom folder.
  1. Upload the templates (select the appropriate locale for your instance).

Role Information

The following role is needed to configure the notifications:

  • Job Role Name and Code:
    • BI Administrator (BIAdministrator)

Sourcing

Upload Supplier Response Lines Spreadsheet in a Flat File Format

Many companies have a need to source a large number of negotiation line items. Suppliers need to respond to these negotiations efficiently.  With this feature, suppliers can now respond to the high line volumes by using a flat file-based template.

Export Spreadsheet with Lines Only

This file is in the universal comma separated values (.csv) format. Users can export this template using Microsoft Excel or any standard spreadsheet utility to quickly prepare a response offline for many lines. They can then import the values in the negotiation response. The new response lines template has negotiation lines and line details such as, line attributes, cost factors, and price tiers, represented in a linear format. This enables users to easily respond to hundreds and thousands of negotiation lines by using common spreadsheet functions such as drag and copy, or filters to search lines and its details.

Currently, an XML based response spreadsheet is already available to capture all response information like the negotiation overview, requirements, and lines. This template captures line details in a hierarchy structure providing a more guided user experience. Now, you have the choice to enable the full response template, or the new response lines template optimized for large line volumes, or both, based on your business needs.

Lines Only Response Spreadsheet in Flat File Format

Steps to Enable

To enable this feature, perform the following steps:

  1. Login as an administrator and navigate to the Setup and Maintenance work area.
  2. In the Setup and Maintenance work area, select the following:
  • Offering: Procurement
  • Functional Area: Sourcing
  • Task: Manage Negotiation Styles
  1. On the Manage Negotiation Styles page, enable this feature on an existing negotiation style or a new negotiation style.
  2. For the negotiation style, in the Controls section, under the Responses group, select the Response by Spreadsheet check box.
  3. Check the Requirements and lines check box to enable the full response template.
  4. Check the Lines only check box to enable the lines only response template for large line volume negotiations.

Create Negotiation Style

Tips And Considerations

  1. Because the template is linear, all the line details, such as cost factors and price tiers, are captured on the same row. To add additional price tiers, insert the same set of columns next to the original set for each new record. For example, add additional price tiers by copying and inserting the columns: Price Tier Minimum Quantity, Price Tier Maximum Quantity, Price Tier Target Value, and Price Tier Response Price.

  2. When importing the file, ensure that the column sequence is the same as the exported template.

  3. The response lines flat file must have number and date values in the following standard formats when importing into the application:
  • Enter date values as follows:
    • Date format: yyyy-mm-dd
    • Date-time format: yyyy-mm-dd hh:mm:ss
  • Enter currency and number values as follows:
    • Numeric value example: 1,234.567 Or 1234.567

Role Information

The following roles can use this feature.

  • Category Manager (when creating a surrogate response)
  • Supplier Bidder