Cloud Readiness / Oracle Procurement Cloud
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  1. Update 21C
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
  5. Procurement
    1. Complex Work Procurement
        1. Create Purchase Orders for Complex Services with Progress Payment Schedules
    2. Cross-Product Procurement Enhancements
        1. Integrate and Extend Procurement Using REST Services
    3. Self Service Procurement
      1. Selected Bug Fixes in This Update
    4. Purchasing
        1. Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes
        2. Generate Reports on Unacknowledged Purchase Orders Using OTBI
        3. Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents
        4. Disable Automatic Order Creation for New Agreements
        5. Populate the Purchase Order Description from the Requisition Description
        6. View Order Fulfillment Summary for Purchase Order Schedules
        7. Report on Primary and Secondary Purchase Order Email Recipients Using OTBI
        8. Purge Unprocessed Purchasing Document Interface Records
        9. Use Refresh to View Updated Purchase Order Status
        10. Disable Automatic Communication of Purchase Agreements
        11. Order the Current Item Revision for Revision-Controlled Items
      1. External Purchase Prices
        1. External Purchase Prices
      2. Other Purchasing Changes in This Update
    5. Sourcing
        1. Configure MS Excel Template to Bulk Upload Requirements
        2. Access Supplier Profile Attachments
        3. Send a Lines Response Spreadsheet in the Supplier Invitation
        4. Configure Negotiation Award Approval Notification with Business Intelligence Publisher
        5. Create Reports and Analytics on External Cost Factors Using OTBI
    6. Supplier Model
        1. Manage Supplier Risk with DataFox Supplier Intelligence
      1. Other Supplier Model Changes in This Update
    7. Supplier Qualification Management
        1. Conduct Internal Surveys for Supplier Qualification
        2. Access Supplier Profile Attachments
    8. Spend Classification
        1. Spend Classification
    9. Procurement Contracts
        1. Search by Amount in Search Contracts by Text
        2. Share In Progress Contracts in Supplier Portal

Update 21C

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 Product Feature Notes
30 NOV 2021 Purchasing Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes Updated document. Revised feature description.
18 OCT 2021 Supplier Model Manage Supplier Risk with DataFox Supplier Intelligence Updated document. Revised links to documentation.
24 SEP 2021 Purchasing Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes Updated document. Revised feature name.
16 AUG 2021 Spend Classification Spend Classification Updated document. Revised Steps to Enable.
16 AUG 2021 Self Service Procurement Selected Bug Fixes in This Update Updated document. Added new section and entry.
30 JUL 2021 Purchasing Derive and Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes Updated document. Revised Tips and Considerations.
30 JUL 2021 Supplier Qualification Management Access Supplier Profile Attachments Updated document. Revised Role information.
20 JUL 2021 Supplier Model Manage Supplier Risk with DataFox Supplier Intelligence Updated document. Revised feature information.
12 JUL 2021 Purchasing Other Purchasing Changes in This Update Updated document. Added new entry.
09 JUL 2021 Purchasing Derive and Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes Updated document. Revised Steps to Enable.
25 JUN 2021 Purchasing Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents Updated document. Revised feature information.
18 JUN 2021     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. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

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)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

  1. Click Navigator > My Enterprise > New Features.
  2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
  3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
  4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

  1. Click Navigator > My Enterprise > Offerings.
  2. On the Offerings page, select your offering, and then click Opt In Features.
  3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
  4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations, you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Column Definitions:

Features Delivered Enabled

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.

Features Delivered Disabled = Action is needed 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
(Features 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.

Action is Needed BEFORE Use by End Users
(Features 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*

Procurement

Complex Work Procurement

Create Purchase Orders for Complex Services with Progress Payment Schedules

Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

Self Service Procurement

Selected Bug Fixes in This Update

Purchasing

Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes

Generate Reports on Unacknowledged Purchase Orders Using OTBI

Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents

Disable Automatic Order Creation for New Agreements

Populate the Purchase Order Description from the Requisition Description

View Order Fulfillment Summary for Purchase Order Schedules

Report on Primary and Secondary Purchase Order Email Recipients Using OTBI

Purge Unprocessed Purchasing Document Interface Records

Use Refresh to View Updated Purchase Order Status

Disable Automatic Communication of Purchase Agreements

Order the Current Item Revision for Revision-Controlled Items

External Purchase Prices

External Purchase Prices

Other Purchasing Changes in This Update

Sourcing

Configure MS Excel Template to Bulk Upload Requirements

Access Supplier Profile Attachments

Send a Lines Response Spreadsheet in the Supplier Invitation

Configure Negotiation Award Approval Notification with Business Intelligence Publisher

Create Reports and Analytics on External Cost Factors Using OTBI

Supplier Model

Manage Supplier Risk with DataFox Supplier Intelligence

Other Supplier Model Changes in This Update

Supplier Qualification Management

Conduct Internal Surveys for Supplier Qualification

Access Supplier Profile Attachments

Spend Classification

Spend Classification

Procurement Contracts

Search by Amount in Search Contracts by Text

Share In Progress Contracts in Supplier Portal

Procurement

Complex Work Procurement

Complex Work Procurement is an end-to-end integrated solution across the Oracle Procurement Cloud, Oracle Financials Cloud, and Oracle Supply Chain Management Cloud applications. This solution is designed to model procurement of complex contracts in industries such as construction, consulting, and professional services. Complex work contracts tend to have high dollar values and long lead times, and are governed by complex payment terms. You can use Complex Work Procurement to manage various aspects of the acquisition processes involved in procuring complex work.

In this update, you can create purchase orders with progress payment schedules for complex services procurement.

Create Purchase Orders for Complex Services with Progress Payment Schedules

Define progress payment schedules for fixed-price services, which are of high value and have long lead times. Using progress payment schedules, you can allocate estimated costs to various portions of work in a complex contract. You can now use purchase order schedules to model the payment schedules for your complex contracts. The payment schedules could be either for a lump sum amount or rate-based.

  • Lump Sum: Specify the purchase order schedule type as a lump sum if payment needs to be released based on the stage of work completion. For this schedule type, specify the work description and the associated cost.
  • Rate: Specify the purchase schedule type as a rate if payment needs to be released based on the units of work completed. For this schedule type, specify the work description, unit price, quantity and unit of measure.

A new document style called Complex Work Style is now available for creating purchase orders for procurement of complex services. Orders created using this new style are enabled for both progress payments and retainage. When you create purchase orders from a backing requisition or negotiation outcome by selecting a document style enabled for progress payments, the resulting order will have one default lump sum schedule with the entire contract sum allocated. You can create additional progress payment schedules by splitting an existing schedule online or using REST services. To create progress payment schedules in bulk, use the Oracle Visual Builder Add-in for Excel with backend REST services.

When creating a change order, you can modify these new progress payment schedule attributes: Type, Description, and Price. You can modify the schedule's Type and Description until a receipt or invoice is created. If you modify any of these attributes using the seeded change order template, the application will create an external change order.

If you have to receive the progress payment schedules, you can now use the My Receipts UI. When you set the progress payment schedules to accrue at receipt, Receipt Accounting books accrual for the received amount when receipts are recorded. However, when you set it to accrue at period end, Receipt Accounting books an accrual for uninvoiced receipts as part of the period end accrual process.

When you match invoices with progress payment schedules, an amount is automatically withheld if a retainage rate is specified on the schedule and the payment due to the supplier is reduced by the retained amount. The invoice matching window and invoice lines table now show the item description from the purchase order schedules.

These screen shots illustrate the feature.

Purchase Order with Progress Payment Schedules for Procuring Fixed-Price Services

Search for Progress Payment Schedules on the Manage Schedules Page

Communicate PO PDF with Progress Payment Schedules Using Email or Electronic Messaging

OTBI Report Created with Schedule Type and Schedule Description Attributes Using the Purchasing Real Time Subject Area

Standard Invoice Matched to Progress Payment Schedules with Retainage

Steps to Enable

If you aren't using the seeded Complex Work Style document style to create complex purchase orders, here’s how you can create a new document style to enable progress payments:

  1. In the Setup and Maintenance work area, select:
    • Procurement offering   
    • Procurement Foundation functional area
    • Manage Document Styles task
  2. Create a new document style.
  3. Set Progress Payments Enabled to Yes.

Seeded Complex Work Style  Document Style with Progress Payments Enabled

Tips And Considerations

  • You can create purchase orders with progress payment schedules online or using REST services, but not using the file-based import (FBDI).
  • Progress payment schedules are only supported if the purchase basis of the line type is AMOUNT.
  • You can't enable progress payment schedules for document styles that have blanket purchase agreements enabled or these seeded document styles: Standard Style, Consignment Purchases Style, Configure to Order Style, and Outside Processing Style.
  • You can acknowledge complex purchase orders only at the document level.
  • To view the amount retained from each schedule and the retainage amount released, use the View > Columns menu on the Schedules tab of the View Purchase Orders page and expose the Retainage and Retainage Released columns.
  • When canceling the schedules, you can't reinstate the unfulfilled requisition demand for the individual progress payment schedules. However, you can reinstate the demand for the purchase order and lines only in these cases:
    • when the purchase order isn't subject to budgetary control
    • when the purchase order document currency matches with the primary ledger currency of the requisitioning business unit
  • You can now use the progress payment schedule description as a source to create new journal line rules for creating encumbrance journal entries for purchase orders.
  • Progress payment schedules also trigger intercompany transactions if financial orchestration flow applies for the procurement transaction.

Role Information

You have a couple of options for giving people access to set up and use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

To set up this feature, here's what you need:

  • Users who are assigned this predefined job role are automatically able to set up this feature:              
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) 
  • Users who are assigned configured job roles that contain this privilege are able to set up this feature:              
    • Manage Purchasing Document Style (PO_MANAGE_PURCHASING_DOCUMENT_STYLE_PRIV)

To use this feature, here's what you need:

  • Users who are assigned any of these predefined job role are automatically able to access this feature:              
    • Buyer (ORA_PO_BUYER_JOB)   
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:              
    • Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)              
    • Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)

Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

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

The following REST APIs are enhanced:

  • Purchase Requisitions
    • A new Attachments child resource is available to support and manage attachments at the requisition header and line levels.
    • GET, POST, and PATCH are supported for source agreement references, so you can now explicitly create a requisition line with either a blanket or contract purchase agreement reference.
    • Use the submitRequisition custom action to submit incomplete requisitions in a budgetary-controlled requisitioning BU when the BU is configured to reserve funds on requisition approval.
  • Draft Purchase Orders
    • DELETE is supported for incomplete purchase orders. You can delete headers, lines, schedules, and distributions.
    • POST is supported for import source.
    • PATCH is supported for supplier and supplier site on draft purchase orders, and supplier site for open orders.
  • Purchase Orders
    • GET is supported for import source.
  • Purchase Order Schedules
    • GET is supported for requisitioning BU, procurement BU, and document style from the purchase order header.
    • GET is supported for schedule type, schedule description, accrue at receipt, and funds status from the purchase order schedule.
  • Supplier Negotiations
    • POST and PATCH are supported for sections, requirements, and acceptable response values with scores, so you can now add or update first-level requirements to negotiations.

You can use these modified REST services to simplify integrations and support standards-based interoperability with your other applications and external systems.

Steps to Enable

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

Key Resources

Role Information

Self Service Procurement

Selected Bug Fixes in This Update

This section describes selected bug fixes in this update that can change the way Oracle Self Service Procurement Cloud works.

ADFdi Spreadsheet to Cancel Requisition Lines No Longer Includes Internal Material Transfers

Prior to update 21C, when you used the Cancel Requisition Lines in Spreadsheet task to download requisitions lines for cancellation, requisition lines for internal material transfers were included in the downloaded spreadsheet. When you then submitted a cancellation for these requisition lines, the application didn’t cancel the corresponding transfer order or the transfer order request. In update 21C, requisition lines for internal material transfers are no longer included in the ADFdi spreadsheet. Use the Manage Requisitions page to request cancellation of internal material transfers.

Bug reference: 33131762

Purchasing

Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes

Use purchasing document header attributes such as procurement business unit when configuring descriptive flexfields. You can use these attributes to define value sets to limit the list of possible values. You can use value sets to reduce the data entry time for purchase orders and purchase agreements.

To define value sets, you can use these descriptive flexfield parameters:

  • Requisitioning BU ID
  • Procurement BU ID
  • Document Type 
  • Sold-to Legal Entity ID
  • Document Style ID

These parameters are available in the Purchasing Document Headers, Lines, Schedules, and Distributions flexfields.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • In the New Features work area, this feature is named Derive and Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes. 
  • This feature supports only the descriptive flexfield parameters identified here.
  • Be aware that changing your existing flexfield and value set definitions may cause validations to fail when you submit your purchasing documents.

Key Resources

  • For more information on configuring flexfields, refer to the Flexfield section of the Configuring and Extending Applications guide.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access the Manage Descriptive Flexfields task:
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
    • Procurement Contract Administrator (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to access the Manage Descriptive Flexfields task: 
    • Manage Application Descriptive Flexfield (FND_APP_MANAGE_DESCRIPTIVE_FLEXFIELD_PRIV)

Generate Reports on Unacknowledged Purchase Orders Using OTBI

Generate reports to see how many orders have yet to be formally acknowledged by your suppliers. The Count of Unacknowledged Orders and Count of Orders with Acknowledgment Overdue metrics are available in this folder:

  • Procurement - Purchasing Real Time Subject Area: Purchase Order Header

This screen capture illustrates the feature:

Count of Acknowledged Orders and Count of Orders with Acknowledgment Overdue

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Here are some of the considerations if you have opted in to the Allow Delivery on Purchase Orders That Are Pending Supplier Acknowledgment feature:

Count of Unacknowledged Orders Count of Orders with Acknowledgment Overdue
The number of implemented orders pending formal acknowledgment.

The number of implemented orders pending formal acknowledgment where the current date is past the acceptance due date. 

Here are some of the considerations if you haven't  opted in to the Allow Delivery on Purchase Orders That Are Pending Supplier Acknowledgment feature:

Count of Unacknowledged Orders Count of Orders with Acknowledgment Overdue
The number of original orders in the Pending Supplier Acknowledgment status. 

The number of original orders in the Pending Supplier Acknowledgment status where the current date is past the acceptance due date. 

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access the Procurement - Purchasing Real Time subject area:
    • Buyer (ORA_PO_BUYER_JOB)
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
    • Purchase Analysis (ORA_PO_PURCHASE_ANALYSIS_ABSTRACT)
    • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
    • Procurement Contract Administrator (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)
  • Users who are assigned configured job roles that contain this duty role are able to access the Procurement - Purchasing Real-Time subject area:
    • Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents

Use keywords to search for items to add to a purchase order or blanket purchase agreement. You can search for items using attributes such as Manufacturer, Manufacturer Part Number, Supplier Part Number, Cross-Reference Value, or Extensible Flexfields (EFFs).

When an item has multiple manufacturer and manufacturer part numbers, you can select the combination of values that you want to bring back to the PO line. When an item has multiple supplier part numbers, the application will bring back the supplier part number to the PO line only if you select the one corresponding to the supplier specified on the PO.

This screen capture illustrates the feature.

Search for Items Using Keyword

Watch a Demo

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

Tips And Considerations

This opt-in feature is part of the Purchasing functional area in the Procurement offering.

Key Resources

  • Refer to the Implementing Product Management guide for additional details about how to make attributes such as Manufacturer, Manufacturer Part Number, Supplier Part Number, Cross Reference, or Extensible Flexfields available as keywords for item search. Details are provided in the FAQs for Item Classes and Attribute Groups under the Build Item Keyword Index section of the guide.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job role are automatically able to access this feature:
    • Buyer (ORA_PO_BUYER_JOB)
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
    • Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
    • Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)
    • Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)

Disable Automatic Order Creation for New Agreements

Use Configure Procurement Business Function to disable automatic order creation for new agreements. Before this feature, the order creation options on the purchase agreements were enabled by default. If you wanted to disable these options, you would have to edit each agreement using the UI or file-based data import. The order creation options for new agreements will now default from the Configure Procurement Business Function task. In addition, for new contract purchase agreements, you can now enable automatic document sourcing only for punchout-initiated requests.

This screen capture illustrates the feature.

New Options in Configure Procurement Business Function

Steps to Enable

The option to autogenerate orders from requisition lines sourced to agreements is enabled by default in the Configure Procurement Business Function page. To disable the option, you must deselect the Autogenerate orders from requisition lines sourced to agreement check box.

Also, the option to enable automatic document sourcing for punchout-initiated requests is disabled by default. To enable this option, you must select the Punchout requests only check box.

Tips And Considerations

The order creation options on the purchase agreements default from the Configure Procurement Business Function task when purchase agreements are created from the UI, file-based data import, negotiations, or the enterprise contract fulfillment flow.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to setup this feature:
    • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
  • Users who are assigned configured job roles that contains this privilege are able to setup this feature:
    • Manage Procurement Configuration (PO_MANAGE_PROCUREMENT_CONFIGURATION_PRIV)

Populate the Purchase Order Description from the Requisition Description

Populate purchase order description from the backing requisition description automatically when creating new purchase orders. You can now search purchase orders with the requisition description from the Manage Orders page, making it easier to identify the purchase order created from the requisition.

These screen captures illustrate the feature.

Requisition with Description

Purchase Order Description from the Requisition Description

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

Tips And Considerations

  • The purchase order description populates from the requisition description only in these cases :
    • When the application automatically generates a purchase order based on an approved requisition.
    • When you manually process requisition demand into a new purchase order.
    • When you choose a negotiation outcome to be a purchase order and negotiation has a backing requisition.
  • The requisition description doesn't get copied when grouping multiple requisitions into a single purchase order.
  • The requisition description doesn't get copied when you add a new requisition line to an existing order.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned this predefined job role are automatically able to use this feature:
    • Buyer (ORA_PO_BUYER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Process Requisition Line (POR_PROCESS_REQUISITION_LINE_PRIV)
    • Generate Orders (PO_GENERATE_PURCHASE_ORDER_PRIV)
    • Search Purchase Order (PO_SEARCH_PURCHASE_ORDER_PRIV)
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

View Order Fulfillment Summary for Purchase Order Schedules

Check on the current fulfillment status of all your schedules on a purchase order from the View Purchase Order page. You can now view the received and invoiced quantities and amounts alongside the scheduled quantities and amounts without leaving the page. The invoice amounts and quantities are now also available on the Manage Schedules page.

With this feature, you no longer have to drill down into the Schedule Life Cycle page to check on the fulfillment status of the individual schedules.

This screen capture illustrates the feature.

View Order Fulfillment Summary for the PO Schedules from the View Purchase Order Page

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • To expose the columns on the View Purchase Orders page, use the View > Columns menu on the Schedules tab.
  • To expose the columns on the Manage Schedules page, use the View > Columns menu on the Search Results table.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned this job role are automatically able to access this feature:
    • Buyer (ORA_PO_BUYER_JOB)  
  • Users who are assigned configured job roles that contains this privilege are able to access this feature:       
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

Report on Primary and Secondary Purchase Order Email Recipients Using OTBI

Include primary and secondary purchase order email recipient information on analyses created using the Purchasing Real Time subject area. These attributes are now available under the Purchase Order Header Detail folder:

  • Email: Primary recipients
  • Cc: Secondary carbon copy recipients
  • Bcc: Secondary blind carbon copy recipients

This screen capture illustrates the feature:

OTBI Report for Primary and Secondary Email Recipients Usage

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

  • Opt in to the parent feature named: Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc. If you previously opted in to the Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc feature, then this feature is automatically available to you.

Tips And Considerations

  • Subject area attributes, including primary and secondary email recipients, are available without opt in. However, to generate reports and inquires using primary and secondary email recipients, you must opt in to the Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc feature.
  • If you previously opted in to the Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc feature, this feature is automatically enabled.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access the Procurement - Purchasing Real Time subject area:
    • Buyer (ORA_PO_BUYER_JOB) 
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB
    • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
    • Procurement Contract Administrator (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)
    • Purchase Analysis (ORA_PO_PURCHASE_ANALYSIS_ABSTRACT)
  • Users who are assigned configured job roles that contain this duty role are able to access the Procurement - Purchasing Real-Time subject area:
    • Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Purge Unprocessed Purchasing Document Interface Records

Purge purchasing document interface records in any status, including those that haven't yet been processed.  When selecting the data to purge, you can choose from these options:

  • Accepted and Rejected: Purge records that have been processed and either accepted or rejected.
  • Accepted: Purge records that have been processed and accepted.
  • Rejected: Purge records that have been processed and rejected.
  • Stuck In Process: Purge records that remain marked as "in process" after the import program ends abnormally.
  • Unprocessed: Purge records that have not yet been processed.
  • All: Purge all records.                                                                                                                     

This screen capture illustrates the feature.

Purge Processed Open Interface Documents

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Compared with previous updates, these purge data options have been renamed:

  • <Blank>: Accepted and Rejected
  • In Process: Stuck in Process

Role Information

You have a couple of options for giving people access to use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned one of these predefined job roles are automatically able to access this feature:
    • Buyer (ORA_PO_BUYER_JOB)
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
    • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
    • Procurement Contract Administrator (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)
  • Users who are assigned configured job roles that contain these privilege are able to access this feature:
    • Purge Purchasing Document Open Interface (ORA_PO_SPO_ADMIN_DUTY)
    • Purge Purchasing Document Open Interface (ORA_PO_PA_ADMIN_DUTY)

Use Refresh to View Updated Purchase Order Status

Use the new Refresh button on the View Purchase Order page to check the current status of the purchase order. You no longer need to close and reopen the page to see any updates to the purchase order status.This is especially useful in the change order process when you want to check if the changes made to the purchase order were implemented or not.

This screen capture illustrates the feature.

Refresh Button on the View Purchase Order Page

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The Refresh button is available only on the View Purchase Order page.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.

  • Users who are assigned this predefined job role are automatically able to access this feature:
    • Buyer (ORA_PO_BUYER_JOB)
  • Users who are assigned configured job roles that contains this privilege are able to access this feature:
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

Disable Automatic Communication of Purchase Agreements

Disable the Communicate purchase agreements setting on the Configure Procurement Business Function page to prevent the communication of purchase agreements to suppliers. When the setting is disabled, new purchase agreements will be created with the Communication Method set to None and Acknowledgment Required set to None. You can manually update these values on individual purchase agreements to allow supplier communication as needed.

The Communicate purchase agreements setting affects:

  • Creating a new purchase agreement online
  • Creating a new purchase agreement using the file-based data import
  • Creating a new purchase agreement as the outcome of a negotiation 
  • Creating a new purchase agreement from the fulfillment line of a contract

These screen captures illustrate the feature.

Communicate Purchase Agreements in Configure Procurement Business Function

Communication Method and Required Acknowledgment Set to None

Steps to Enable

The Communicate purchase agreements setting on the Configure Procurement Business Function page is enabled by default. To prevent the communication of purchase agreements to suppliers, you must disable the setting.

Tips And Considerations

If you have disabled the Communicate purchase agreements setting on the Configure Procurement Business Function page, the Communication Method and Acknowledgment Required settings will be set to None whenever you change the supplier site on the agreement.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to setup this feature:
    • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to setup this feature:
    • Manage Procurement Configuration (PO_MANAGE_PROCUREMENT_CONFIGURATION_PRIV)
  • Users who are assigned this predefined job role are automatically able to access this feature:
    • Buyer (ORA_PO_BUYER_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:
    • Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)

Order the Current Item Revision for Revision-Controlled Items

Order the current item revision for revision-controlled items. If an item revision isn't provided when you order a revision-controlled item, the application automatically defaults the current item revision. This ensures that revision-controlled items can be correctly received and tracked in inventory. This feature applies to purchase orders automatically created from requisitions, manually created from the Create Purchaser Order or Process Requisitions UI, imported using the file-based data import, or created using the draft purchase order REST API.

This screen capture illustrates this feature:

Purchase Order Line with Revision-Controlled Item

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

Tips And Considerations

The revision control enablement and current revision of an item are derived from the item definition in the inventory organization specified on the Configure Procurement Business Function page.

Role Information

You have a couple of options for giving people access to use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned this predefined job role are automatically able to access this feature:
    • Buyer (ORA_PO_BUYER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
    • Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
    • Process Requisition Line (POR_PROCESS_REQUISITION_LINE_PRIV)
    • Create Purchase Order from Requisitions (PO_CREATE_PURCHASE_ORDER_FROM_REQUISITIONS_PRIV)

External Purchase Prices

External Purchase Prices

External Purchase Prices allows you to import product prices from external contracting applications or group purchasing organizations through an open interface. You can approve new products and related pricing as well as updates to existing prices. Selected purchase prices based on the selection criteria are automatically created as blanket purchase agreements. This solution is designed to primarily support the procurement business process in the healthcare Industry.

External Purchase Prices Work Area

The External Purchase Prices solution includes these features.

  • Import external purchase prices
  • Manage external purchase prices and change orders
  • Select and import purchase agreements from external purchase prices
  • Manage external purchase price mappings

IMPORT EXTERNAL PURCHASE PRICES

You can import external purchase prices from external contracting applications or group purchasing organizations using the external purchase prices requests REST API. This REST API allows you to import new external purchase prices and its lines. You can update or cancel existing external purchase prices and add, update, or cancel its lines. The REST API creates records in the external purchase price interface tables.

The import external purchase prices scheduled process imports the records from the interface table as external purchase prices when the header action is create. The records are imported as change orders when the header action is update or cancel. The approval required option in the interface headers indicates if the external purchase prices or change orders need to be manually approved. If the approval required option is selected, then the records are imported in pending approval status else, the records are imported in approved status.

Import External Purchase Prices Process

The change orders for an external purchase price are processed sequentially in the order in which they were created. If a change order is pending approval, any subsequent change orders are queued in not processed status. Change orders in not processed status will be automatically processed in the next run of the import external purchase prices scheduled process. The external purchase prices in pending approval status and change orders in either pending approval status or not processed status are shown as exceptions in the External Purchase Prices work area.

A manufacturer part number is mandatory for external purchase price lines. When a manufacturer part number is associated to an item number in the item relationships, the item is automatically derived and shown in the external purchase price lines. It isn't necessary to associate items for all the manufacturer part numbers in the external purchase price.

This import process can be scheduled to run at predefined intervals as per business requirements and also can be manually submitted when needed.

The import errors exception card is displayed when errors have occurred during import in the External Purchase Prices work area.

Import Exceptions

From here, you can drill down to the Errors During Import page which lists the detailed error messages and the attributes that caused the error. Once the errors are resolved, the interface records will be processed in the next run of the import external purchase prices scheduled process.

Import Exception Details

From the errors during import page, you can download the Microsoft Excel template for managing the external purchase prices interface data. This predefined template uses the Oracle Visual Builder Add-in for Excel to download the import errors and interface data from External Purchase Prices to a spreadsheet. You can use this template to view the interface headers and lines data. Additionally, you can delete the interface headers or lines and upload the changes back to the External Purchase Prices work area.

Watch a Demo

MANAGE EXTERNAL PURCHASE PRICES AND CHANGE ORDERS

You can search and drill down to the external purchase prices from the External Purchase Prices work area. You can't manually create external purchase prices or change orders directly from the External Purchase Prices work area.

Search External Purchase Prices

External Purchase Prices or the change orders that require approval can be approved in the external purchase price page or the change order page. You can cancel an external purchase price or change orders or cancel one or more of the lines.

External Purchase Prices

Watch a Demo

IMPORT PURCHASE AGREEMENTS FROM EXTERNAL PURCHASE PRICES

The import purchase agreements from external purchase prices scheduled process creates purchase agreements from the external purchase prices. All approved external purchase price lines that are effective as of date are created as purchase agreements. This process checks for any changes to the external purchase prices after the process was last run and updates the purchase agreements with all the required changes. Depending on the type of changes, this process may either create a new purchase agreement, add lines to existing purchase agreement, or end date existing purchase agreement lines.

Import Purchase Agreements from External Purchase Prices Process

A separate purchase agreement is created for each combination of requisitioning business unit and supplier site. New external purchase price lines are added to existing purchase agreements that already exist for a requisitioning BU and supplier site. When no purchase agreements exist for the combination, a new purchase agreement is created.  When more than one external purchase price line exists for the same requisitioning business unit, manufacturer part and unit of measure, one of the lines is selected for the combination based on the external purchase prices selection criteria and created as purchase agreement lines. It isn't mandatory to associate an item to the external purchase price lines. When an item number isn't associated to the manufacturer part number in an external purchase price line, then the purchase agreement lines are created only with description without an item number.

This process updates the data to the purchasing document open interface tables to create or update purchase agreements. After the data is inserted into the interface tables, the import blanket agreements process is automatically submitted. Any errors that may have occurred during the import blanket agreement process is displayed as purchase agreement exception in the External Purchase Prices work area.

Purchase Agreement Errors

From here you can drill down to the errors in purchase agreement page to view the details of the error to resolve them.

Errors in Purchase Agreement Details

Watch a Demo

MANAGE EXTERNAL PURCHASE PRICE MAPPINGS

When the external purchase prices are imported from an external application, the values of some of the attributes may be different from the corresponding values in Oracle Cloud. Manage external purchase price mappings page, helps you to bridge this gap. This data is used in the Import External Purchase Prices process to translate the value of the attributes in the source system to the corresponding value in Oracle Procurement Cloud.

Requisitioning BU: Map the source organization code or identifier to a requisitioning business unit.

Purchasing Category: Map the manufacturer part number to a purchasing category. This mapping is required only when a manufacturer part number isn't associated to an item number in the item relationships.

Supplier Site: Map the source supplier code or identifier to a supplier and supplier site.

Unit of Measure: Map the source unit of measure and quantity to a unit of measure code.

External Purchase Price Mappings

From the external purchase price mappings page you can download the Microsoft Excel template for managing the external purchase price mappings. This predefined template uses the Oracle Visual Builder Add-in for Excel to download, update, and create external purchase price mappings. 

Update mappings using Excel Template

Watch a Demo

External Purchase Prices feature enables you to simplify integrations and support standards-based interoperability with your other applications and external systems to import purchase prices using the Purchase Price Requests REST API. You can now avoid management of external purchase price data outside the application and avoid complex integrations.

The purchase agreements are automatically updated when new contracts are executed and existing contracts are updated for external purchase prices. This helps you to avoid the cumbersome process of managing the constant price changes manually. You now have better visibility and tighter control over the updates to purchase prices through change order approval and the option to accept or reject the updates.

Using the External Purchase Prices work area, you can centrally monitor tasks awaiting actions and manage any exceptions. The Oracle Visual Builder Add-in enabled Excel template enables you to achieve significant reduction in data entry efforts by updating the mapping data in bulk.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Purchase agreements created for items managed through external purchase prices should not be updated directly. Any changes required to purchase agreement like, canceling a line, updating the price, or description should be updated only in the external purchase prices. These changes will be automatically implemented in the purchase agreements through the import purchase agreements from external purchase prices scheduled process.

Key Resources

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

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned Purchase Pricing Manager (ORA_SCH_PURCHASE_PRICING_MANAGER_JOB) job role are automatically able to access this feature.
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Import External Purchase Prices (SCH_IMPORT_EXTERNAL_PURCHASE_PRICES_PRIV)
    • Manage External Purchase Prices (SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_PRIV)
    • Approve External Purchase Prices (SCH_APPROVE_EXTERNAL_PURCHASE_PRICES_PRIV)
    • Import Purchase Agreements from External Purchase Prices (SCH_UPDATE_BPA_FROM_EXTERNAL_PURCHASE_PRICES_PRIV)
    • Manage External Purchase Prices Mappings (SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_MAPPINGS_PRIV)
    • Manage External Purchase Prices Selection Criteria (SCH_MANAGE_EPP_SELECTION_CRITERIA_PRIV)
    • View External Purchase Prices (SCH_VIEW_EXTERNAL_PURCHASE_PRICES_PRIV)
    • View External Purchase Prices Mappings (SCH_VIEW_EXTERNAL_PURCHASE_PRICES_MAPPINGS_PRIV)
    • View External Purchase Prices Selection Criteria (SCH_VIEW_EPP_SELECTION_CRITERIA_PRIV)

The job role and these privileges are new in this update.

Other Purchasing Changes in This Update

This section includes details about additional changes in this update that can change the way Oracle Purchasing Cloud works.

Invoice Match Option Added to PO File-Based Data Import

We have added the invoice match option column in the FBDI template.

Bug reference: 32384776

Country of Origin Isn’t Defaulting Properly

The logic to default the value for Country of Origin wasn’t consistent across various order creation methods. Now, to default the value for Country of Origin across all PO creation methods, the application will use this hierarchy:

  1. Local ASL
  2. Global ASL
  3. Supplier Site

Bug references: 32556127, 32376645

Conversion Rate Doesn’t Show All Decimals

We have increased the number of decimal places shown for the currency conversion rate from 6 to 38 to accommodate conversion rates that are significantly less than 1.

Bug reference: 32442466

Cancelled and Ordered Amount Display Incorrect Values on Documents Pending Acknowledgment

When a cancellation change order is sent for supplier acknowledgment, the canceled and ordered amounts now correctly display the original amounts instead of 0.

Bug reference: 32353619

Unit of Measure Validation for BPA Lines That Are Referenced on a Purchase Order

When trying to update the UOM for an existing BPA line using FBDI, the application creates a new line instead of updating the existing line in these scenarios:

  • An open PO line references the BPA line. In this case, FBDI expires the existing line and creates a new line with the updated UOM.
  • The BPA line is already expired. In this case, FBDI creates a new line with the updated UOM.

If you want FBDI to return an error that the existing line couldn’t be updated instead of creating a new line, enable this profile option:

  • Profile Name: ORA_PO_BPA_UOM_UPDATE_FBDI
  • Level: Site
  • Value: Y

In the Setup and Maintenance work area, to set the profile option, use the Manage Administrator Profile Values task.

Bug reference: 32006670

Performance Improvements to Manage Buyer Assignment Rules Page

To address performance issues, the Procurement BU choice list on the Create Agents page is now an LOV choice list, similar to the Manage Agents page.

Bug reference: 32381286

Better Messaging When Using DocuSign

DocuSign returns generic messages when there are issues in preparing and managing envelopes for electronic signature on purchasing documents. For example, if the file size limit exceeds 25MB, or an attachment has greater than 2000 pages, DocuSign throws a generic error message, which doesn't help resolve the problem without further help. Now, you'll get error messages that state the exact problem so that you can self-diagnose and resolve the issue to proceed with the electronic signature.

Bug references: 31871429, 29344346

Unable to Group Configure to Order Requisitions

You can now group requisitions for configurations into a single purchase order. Requisitions lines still can't be grouped, but requisitions can be grouped into a single purchase order provided all other grouping criteria have been met.

Bug reference: 32736843

Unable to GET Values from FND_LOOKUPS Using REST Services

You can now use REST services to retrieve standard lookup codes used in Oracle Purchasing Cloud.

Bug reference: 32714754

Validation in PO File-Based Data Import

In FBDI, we have added a validation rule to display an error if the provided source agreement reference for the imported PO line doesn’t exist.

Bug reference: 32423724

Sourcing

Configure MS Excel Template to Bulk Upload Requirements

You can now configure your own MS Excel template to add sections, requirements, and acceptable values directly in Sourcing Cloud using the Oracle Visual Builder plug-in. Use the template to fetch, create, and update negotiation requirements in bulk. You can create, maintain, and roll out the configured excel template to your users. The visual builder plug-in calls REST web services to add or update sections, requirements, and acceptable response values in your draft negotiation.

MS Excel Template to Add Requirements with Visual Builder Plug-in

Create and maintain your own MS Excel templates to mass upload requirements and expedite negotiation cycle times.This will provide you full control and flexibility to tailor the spreadsheet as per your business needs.You can choose which fields to include in the spreadsheet, layout, and look and feel.You can also create and maintain multiple templates for multiple business reasons such as different geography or business units.

Steps to Enable

To configure your MS Excel template, or to use an existing template, you must first install visual builder and add it in MS Excel. Once a template is configured, you can share it with your users.See links in key resources section in this document for instructions on how to create and use a Visual Builder template.

Tips And Considerations

  • You can upload requirements only to negotiations in draft status.

  • The following capabilities are not supported in this update
    • You can't add branching requirements. These are additional questions that suppliers see when they select a response.
    • You can't delete requirements using this template.

Key Resources

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to use a configured template to add requirements:
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
    • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)
  • Users who are assigned configured job roles that contain these privileges can use a configured template to add requirements:
    • Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
    • Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)

Access Supplier Profile Attachments

View and download supplier profile attachments from the supplier detail page when researching suppliers on negotiations or qualifications. The supplier detail page is accessed by clicking on the supplier name in Sourcing and Supplier Qualification. It shows comprehensive information about the supplier's transaction history and supplier profile details such as product and services, business classifications, and supplier contacts.  All supplier profile attachments are now displayed on supplier details regardless of category.  The supported attachment categories include: To Supplier, From Supplier, To Buyer, To Receiver, and Miscellaneous.

Supplier Profile Attachments

Category managers and qualification managers can easily access all documents on the supplier profile to make better decisions when completing negotiation and qualification tasks.

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:
    • View Supplier Attachment (POZ_VIEW_SUPPLIER_ATTACHMENT_PRIV)

Send a Lines Response Spreadsheet in the Supplier Invitation

Now, you have the option to send the lines response spreadsheet (in csv format) with the negotiation PDF in the supplier invitation. Suppliers can download the file from their email and quickly prepare a response to high volume negotiations right away.

When this feature is enabled, negotiation lines are separated into a ready-to-use lines response spreadsheet. The PDF document contains the rest of the negotiation details such as overview, requirements, contract terms, and so on. Both files, the negotiation PDF and lines response CSV, are combined into a single light-weight compressed zip file. Once this feature is enabled, the negotiation document details are also downloaded as a zip file in the application when you choose the action: View PDF.

This zip file is also sent to any invited suppliers that have restricted line access. In negotiations that have a high number of lines that span multiple categories, category managers can restrict suppliers to specific lines for responding. This allows you to exclude suppliers that are known to have limited or no capability to supply certain lines, while taking advantage of a single negotiation process.

Currently, suppliers with restricted line access don’t receive the common negotiation PDF, because it includes all lines. Such suppliers must download the negotiation PDF document from the application by logging into the supplier portal. However, many suppliers prefer to have all the RFQ details in the email to start work on a response immediately. This often leads to suppliers requesting the category manager to send the PDF offline causing extra work for category managers.

Now, you can send the negotiation details as an attachment to all the invited suppliers containing only the lines each supplier is allowed to access.

Supplier invitation notification with the zip file:

Supplier Invitation Notification with the ZIP File

Negotiation PDF with no lines

Negotiation PDF with No Lines

Lines in separate spreadsheet

Lines in Separate Spreadsheet

When you send the lines response spreadsheet in the supplier Invitation:

  • All invited suppliers even with control line access will receive negotiation details as an attachment.
  • Suppliers can easily prepare their response to negotiation lines by downloading the spreadsheet directly from the email attachment.

Steps to Enable

Enable by setting a control on the negotiation style:

  1. In the Setup and Maintenance work area, go to the Manage Negotiation Styles task.
    • Offering: Procurement
    • Functional area: Sourcing
    • Task: Manage Negotiation Styles
  2. On the Manage Negotiation Styles page, select and edit one of your existing negotiation styles, or create a new negotiation style. (You can't edit a predefined negotiation style.)
  3. In the Controls section, under the Negotiation Document Format group, select the Lines in separate spreadsheet radio button.

Negotiation style control

Negotiation Style Control

Tips And Considerations

  • The negotiation lines spreadsheet sent as an attachment to all invited suppliers will be in the negotiation currency. Suppliers can always login to download the lines spreadsheet in their response currency while creating a bid for the negotiation.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
    • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)
  • Supplier users who are assigned this predefined job role are automatically able to access this feature:
    • Supplier Bidder (ORA_PON_SUPPLIER_BIDDER_ABSTRACT)
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:
    • Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV): this privilege already exists in the application.

Configure Negotiation Award Approval Notification with Business Intelligence Publisher

Configure the content and layout of the negotiation award approval notification using an Oracle Business Intelligence Publisher template. You can display additional attributes including descriptive flex fields from the Oracle Business Intelligence Publisher data model. The template makes it easy to modify the layout and content as required.

Negotiation Award Approval Notification Based on the Oracle Business Intelligence Publisher Template

View negotiation award approval notifications in a mobile-friendly format to drive quick approve or reject decisions from any device.

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: ProcurementNo Longer Optional From: Update 22A

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

  1. In the Navigator, click Reports and Analytics.
  2. In the Sourcing Business Intelligence Catalog, locate the Award Approval Notification Report, and then click Customize. This creates a copy of the report in your Custom folder.
  3. Edit the template Award Approval Notification Report. Hide or show additional attributes by adding from the Award Approval Notification Data Model.
  4. Upload the template (select the appropriate locale for your instance).

Key Resources

Role Information

To use this feature, one of the following roles is required:

  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • BI Administrator (BIAdministrator)

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

Create Reports and Analytics on External Cost Factors Using OTBI

You can now create reports for external cost factors in Oracle Transactional Business Intelligence. External cost factor attributes are available within these subject areas:

  • Supplier Negotiations Real Time: Negotiation Line > Negotiation Line Detail > Negotiation Line Cost Factors 
  • Supplier Responses Real Time: Response Line > Response Line Detail > Response Line Cost Factors
  • Supplier Awards Real Time: Award Details > Award Line Detail > Award Line Cost Factors

External Cost Factors Report

In this update, the new attributes in the Response and Award subject areas include:

  • Target Value (Negotiation Currency)  value the category manager expects for a cost factor from the supplier's response. If the pricing basis is fixed amount or per unit, then the value uses the negotiation currency.
  • Response Value (Response Currency)  value for the cost factor provided by the supplier. If the pricing basis is fixed amount or per unit, then the value uses the supplier’s response currency.
  • Response Value (Negotiation Currency) – value for the cost factor provided by the supplier. If the pricing basis is fixed amount or per unit, then the value uses the negotiation currency.

In this update, the following new metrics are available:

  • Target Cost Factor Amount – the amount expected in the supplier's response for the external cost factor. It is calculated based on a cost factor’s pricing basis. You can roll up this amount for the line, the negotiation, or aggregate across procurement BUs for each cost factor.

Target Cost Factor Amount (Line) = Target Value (per unit) X Line Quantity + Target Value (% of line price) X Line Target Price X Line Quantity + Target Value Fixed Amount

  • Response Cost Factor Amount – the amount provided by the supplier in their response for the cost factor. It's calculated based on a cost factor’s pricing basis. You can roll up this amount for the line, or the response and compare it across supplier responses during award analysis. You can also aggregate the cost factor amount for the awarded supplier responses to determine negotiated external costs.

Response Cost Factor Amount (Response Line) = Response Value (per unit) X Line Response Quantity + Response Value (% of line price) X Line Response Price X Line Response Quantity + Fixed Amount Response Value

In this report example, the negotiated external cost factor amounts are shown for negotiations across business units using the metrics in supplier awards real time subject area.

Negotiated External Cost Factors OTBI Sample Report

Using these new metrics, you will be able to analyze the business impact of external costs provided by your suppliers for the negotiation or across business units.

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned this predefined job role are automatically able to access this feature:
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Users who are assigned configured job roles that contain this duty can access this feature:
    • Sourcing Transaction Analysis (FBI_SOURCING_TRANSACTION_ANALYSIS_DUTY)

Supplier Model

Manage Supplier Risk with DataFox Supplier Intelligence

Maintaining up-to-date risk information about your suppliers is critical to the integrity of your supply chain. Manual risk management processes outside Procurement Cloud are cumbersome, expensive, and slow; leading to errors, as well as delays in assessing risk and taking corrective action.

Supplier intelligence leverages DataFox artificial intelligence to manage supplier risk. Real-time supplier risk signals, alerts, risk indicator scores, and enriched profile data is integrated directly into your supplier onboarding and management processes. With this feature, you can identify supplier risks more accurately and take corrective action sooner.

REAL-TIME SUPPLIER RISK MONITORING

Scores, risk signals, and alerts facilitate real-time risk monitoring by providing in-the-moment intelligence.

  • Scores computed using configurable scoring criteria serve as real-time risk indicators to help monitor and evaluate suppliers. Scoring criteria can be chosen from a broad range of firmographic data and signals allowing you to score suppliers based on risk priorities that align with your business needs.  Configurable scoring exposes risk in your supply base more effectively.
  • Signals report key news events on a supplier such as acquisitions, layoffs, legal activities, regulatory concerns, security issues, and so on. This news feed of key milestones and events is accessed directly on the supplier profile in Procurement Cloud to provide powerful insights when evaluating risk.

  • Alerts are sent to supplier managers and supplier administrators when key intelligence signals are detected. They allow you to act on signals to help you ensure at-risk suppliers do not adversely impact business transactions.

Real-time scores, signals, and alerts provide enhanced risk assessment opportunities during onboarding and ongoing supplier profile management. This helps you build a reliable supplier master, prevents potential disruptions in downstream business processes, and ultimately helps you achieve growth targets.

Score and Signals

Alerts Email

SMART SUPPLIER ONBOARDING

This capability allows you to search for companies tracked by DataFox that match suppliers you want to create or register. This allows you to onboard suppliers with Oracle DataFox smart data so that trusted firmographic and intelligence data from the matching DataFox company is integrated directly into the supplier profile. You can also use the DataFox corporate address to create a supplier address. This capability is available as part of supplier creation and internal supplier registration. First, you search from a list of human verified companies tracked by DataFox to create or register the supplier. It has a built-in duplicate check to warn you if you select a company that already exists in your supplier master. After you select a company, firmographic and intelligence details such as Tax Country, Taxpayer ID, and Score are defaulted helping you create a clean and accurate supplier profile. This makes the usually cumbersome manual data entry process more efficient and less error prone. For supplier registration, approvers can also make more informed decisions before approving registration requests by reviewing score and other key firmographics.

Autosuggested Companies on Create Supplier

Onboarding Supplier with DataFox Smart Data

Register Supplier with DataFox Smart Data

DATA QUALITY AND FIRMOGRAPHICS

Your supplier master is enriched with firmographic and intelligence data from DataFox through a matching process that can also identify duplicate suppliers. You get an opportunity to review the DataFox matched companies and the associated firmographic details. After the review is complete, suppliers are automatically updated with the DataFox firmographic and intelligence information. This bulk update process results in an enriched supplier master with trusted data that is accurate and up-to-date, and avoids having to update suppliers individually.

After the matching and enrichment process is complete, your supplier master will be updated seamlessly on an ongoing basis by a bulk refresh which runs on a scheduled frequency determined by you. This keeps profiles automatically updated with the latest firmographic information from DataFox significantly reducing the overhead of updating profiles manually. This frees up supplier managers and supplier administrators to focus on the more critical activities of supplier performance reviews and risk management. With automated supplier profile maintenance your supplier business transactions are far less error prone which minimizes disruptions and delays in downstream processing.

Watch a Demo

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

To use this feature, you need to subscribe to Oracle DataFox Supplier Intelligence Cloud Service. After you activate the service, you need to perform the following setup:

ORACLE PROCUREMENT CLOUD APPLICATION SETUP

  1. Use the Offerings work area > Procurement offering > Suppliers functional area to opt in to this feature
  2. In the Setup and Maintenance work area, complete this task: Configure Supplier Integration with DataFox
  3. Set profile option ZCA_IMPORT_SUPPRESS_SUCCESSLOG_GENERATION to No. This is required so that the bulk update and refresh capabilities work as expected in Data Quality and Firmographics

For more details, refer to section: Setup Steps in Oracle Procurement Cloud of the Using DataFox for Procurement guide.

DATAFOX APPLICATION SETUP

Prerequisite: You will need access to the DataFox application to perform these setups. For more details, refer to section: Get Started with Oracle DataFox in Oracle Cloud of the Using DataFox for Procurement guide.

DataFox setups:

  1. Establish authentication with Procurement Cloud
  2. Define field mappings
  3. Schedule bulk refresh
  4. Define scoring criteria
  5. Set up signal alerts

For more details, refer to section: Setup Steps in Oracle DataFox of the Using DataFox for Procurement guide.

In addition to performing the above setups, you will also need to work with the DataFox Customer Success team to get your suppliers matched to DataFox companies. 

Watch a Setup Demo

Tips And Considerations

  • If you change the scoring criteria, scores of all DataFox companies are recomputed. You should conduct a thorough review before updating scoring criteria given the impact and time it takes to republish all the scores.

  • If you decide to enrich the Taxpayer ID attribute mapping from the DataFox attribute: EIN, then make sure you also map the DataFox attribute: Country to supplier profile attribute: Taxpayer Country. This ensures that the Taxpayer ID is enriched successfully given that it requires a Taxpayer Country.

  • Enriched profile data including score is available in Oracle Transactional Business Intelligence for reporting and analysis.

  • A supplier profile will not get updated in the scheduled refresh if it is locked due to a pending supplier profile change request or spend authorization request. It will be enriched once the pending request has been processed subject to the frequency of ongoing enrichment.

Key Resources

  • Refer to Using DataFox for Procurement for more details on how the feature can be set up and other details specific to Oracle DataFox functionality.

Role Information

  • Users who are assigned any of these predefined job roles are automatically able to access one or more capabilities of this feature:
    • Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT)
    • Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT)
    • Procurement Requester (ORA_POR_PROCUREMENT_REQUESTER_ABSTRACT)
    • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)

NOTE: Procurement Requesters and Category Managers can only access the Smart Supplier Onboarding: Internal Supplier Registration capability of the feature.

  • Users with any of the above roles will also need the following role or privilege to access supplier risk data such as score and signals. This also applies to BI reporting to add supplier intelligence risk data during report authoring or view risk data in a BI report.
    • Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
    • View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege which is included in the Supplier Intelligence role

Other Supplier Model Changes in This Update

This section includes details about additional changes in this update that can change the way Oracle Supplier Model Cloud works.

Disabled Business Classifications Are Now Excluded in Supplier Search

On the Research Suppliers and Manage Suppliers pages, you can no longer select disabled business classifications to search for suppliers. If you have disabled business classifications that were used before and want to continue having them available in supplier search, you should enable the business classifications and inactivate them with an end date in the past.

Bug reference: 32557148

Supplier Qualification Management

Conduct Internal Surveys for Supplier Qualification

Create survey qualifications to aggregate feedback on suppliers from multiple internal responders. Often, when monitoring supplier performance, you may wish to supplement quantitative metrics with qualitative feedback from your supplier stakeholders: How easy is the supplier to work with? How responsive is the call center? How would you rate the overall professionalism? and How did the supplier perform on the project?

You can model questions like these in Oracle Supplier Qualification Management Cloud. With this enhancement, you can send questionnaires to multiple responders with knowledge of the supplier and score their responses to get consensus on how the supplier performed and how the supplier is perceived in your organization.

The qualification outcomes of these internal surveys can help you manage risk, inform sourcing decisions, and improve the value of your supplier relationships.

You start the survey qualification process by creating a survey initiative and adding one or more internal responders for each supplier. When the initiative is launched a questionnaire is sent to each of the responders, even if responses for the questions already exist from previous surveys.

Add Multiple Internal Responders to Survey Initiative

Watch the Create Survey Initiative Demo

While the initiative is underway you can track its progress, send a response reminder, reassign the questionnaire to a different responder, respond to the questionnaire on behalf of a responder, and cancel qualifications for a supplier. Received questionnaire responses are automatically accepted.

If you've received enough responses you can close the questionnaire for responding and proceed to evaluate the qualifications with the responses you already received. You can do so for a single supplier or for all suppliers in the initiative.

Monitor Survey Initiative

Watch the Monitor Survey Initiative Demo

In this example:

  • 6 out of 7 responses were received for supplier Maui Coffee Co. and the questionnaire is closed for responding. Now the qualifications for supplier Maui Coffee Co. are ready for evaluation, using the 6 received responses.
  • Responder Dona Gorelick hasn't responded to the questionnaire. Once the questionnaire is closed for responding she can no longer submit her response.

The survey qualifications created from the initiative will only include responses collected from the current initiative. They can either be automatically scored or have no scoring. To evaluate the qualification, you can view the question's aggregate response, which is a summary of the survey responses for the question, as well as the individual responses. For questions with automatic scoring, the aggregate response score is the average of the scores of the individual responses. Survey qualifications with scoring enabled calculate the qualification score from the questions' aggregate response scores.

View Qualification's Aggregate and Individual Responses

In this example:

  • The questions are automatically scored with possible responses: Far exceeds expectations (5), Exceeds expectations (4), Meets expectations (3), Below expectations (2), and Far below expectations (1).
  • Question Specifications Met has an aggregate score of 4, which is the average score of the 6 individual question responses, and a corresponding aggregate response of Exceeds expectations.

Watch the Evaluate Survey Qualification Demo

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

NOTE: Once the feature is enabled, it remains always enabled and you can't opt out.

After you opt in, perform these steps:

  1. Create questions designated for internal survey.
  2. Create qualification areas designated for internal survey, containing the survey questions.

NOTE: Once the questions or qualification areas are activated, you can't change the internal survey designation.

Tips And Considerations

  • Survey qualifications can only use questions and qualification areas designated for internal survey.

Key Resources

Role Information

To opt in to this feature, here's what you need:

  • Users who are assigned this predefined job role are automatically able to opt in to this feature:
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN)
  • Users who are assigned configured job roles that contain this privilege can opt in to this feature:
    • Enable Internal Surveys for Supplier Qualification (POQ_ENABLE_INTERNAL_SURVEYS)

No additional security is needed to use the feature.

  • Users who are assigned this predefined job role are automatically able to access the feature:
    • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION)
  • Internal users who are assigned configured job roles that contain this duty can respond to the survey questionnaire:
    • Supplier Qualification Questionnaire Response Management as Internal Duty (ORA_POQ_SUPP_QUAL_QUESTIONNAIRE_RESPONSE_MANAGEMENT_AS_INTERNAL_DUTY)
  • Internal users who are assigned configured job roles that contain this duty can evaluate the survey qualification:
    • Supplier Qualification Initiative Evaluation Duty (ORA_POQ_SUPPLIER_QUALIFICATION_INITIATIVE_EVALUATION_DUTY)

Access Supplier Profile Attachments

View and download supplier profile attachments from the supplier detail page when researching suppliers on negotiations or qualifications. The supplier detail page is accessed by clicking on the supplier name in Sourcing and Supplier Qualification. It shows comprehensive information about the supplier's transaction history and supplier profile details such as product and services, business classifications, and supplier contacts.  All supplier profile attachments are now displayed on supplier details regardless of category.  The supported attachment categories include: To Supplier, From Supplier, To Buyer, To Receiver, and Miscellaneous.

Supplier Profile Attachments

Category managers and qualification managers can easily access all documents on the supplier profile to make better decisions when completing negotiation and qualification tasks.

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

To access this feature, users must be assigned one of your configured job roles that includes this privilege:

  • View Supplier Attachment (POZ_VIEW_SUPPLIER_ATTACHMENT_PRIV)

Spend Classification

Spend Classification

OVERVIEW

Even for organizations with a high degree of control over the buying activity carried out across their business, effective analysis of spending patterns is often challenging due to poor or inconsistent classification of all of the various transactions. Without accurate categorization of past spending data, no amount of analysis can yield the information necessary to fully optimize sourcing decisions, assess the supply base and conduct effective negotiations. For organizations with lower levels of spending control, these issues are only exacerbated.

Spend activity is tracked through requisitions, purchase orders, receipts, invoices and expenses. Even where all of these transactions are processed through the same system, ensuring that category coding is consistently applied is a constant challenge due to patchwork catalogs, compliance hiccups and user fatigue. For regular and repeatable purchasing activity that is automated by contract agreement, there may still be circumstances that require occasional one-off ordering that ends up being mis-categorized or might only be handled through additional unmatched invoices. With ad hoc spending needs, requesters rarely know how to categorize their purchases, which can result in significant transactions being processed as ‘general’ or ‘miscellaneous’ spending. In circumstances where a requester or buyer does try to code an item of spending, they may face multiple similar choices and pick the incorrect category. For example, installing EV charging points, is it (Facilities) Maintenance, (Facilities) Hardware or (Energy) Electricity?

Ensuring accurate spend classification is made more challenging by continually evolving organizational spend patterns, that regularly see categories becoming less significant or obsolete and new categories appearing to replace them. Often, these changes only become apparent well after the business shift in spending has occurred, requiring historic spend details to be re-classified against an updated category taxonomy. The same type of challenge can exist with spend analysis activities, with evolution of senior management leading to changes in requirements & reporting structures.

Unless these categorization problems are resolved, spend analysis will be flawed as spending patterns will be misrepresented, with spend data being spread inaccurately across different categories, making it difficult for managers to monitor trends, identify sourcing opportunities and negotiate more effectively with their supply base.

WHY YOU USE SPEND CLASSIFICATION

Spend Classification is the tool you can use to review any of your existing Fusion Cloud spend data (requisitions, purchase orders and invoices) and either refine the accuracy of its current categorization or assign a category for those transactions that are unclassified. The same batch of spend data can be reclassified into as many as five different taxonomies, depending on your organization's reporting needs. These updates can then be used to more accurately analyze the spend for your organization.

Spend Classification requires a data administrator to ‘train’ the tool to generate category predictions using a batch process that can be repeated as many times as is needed to yield satisfactory results. To help reduce the time investment needed to prepare training data, you can use an automatic sampling algorithm that will analyze existing spend records for patterns & use this to generate training set data that can be reviewed for accuracy.

Reclassification of spend information is carried out using a batch process that can run for multiple hours when dealing with large volumes. After each batch is processed, your administrator can review the results, make manual corrections and then assess what improvements can be made to the learning process. These can take the form of revisions to the underlying training metadata, use of any manual updates to make improvements to the classification model or enhancements to the machine learning model using incremental training set data from the most recent changes in spend patterns. You can also build multiple business rules to normalize spend data before the classification process or to automate the classification correction process on the basis of key attributes such as supplier, item, or description.

After you are satisfied with the classification results for a given batch, you can set it to approved. The approved reclassification details will then be used in the analytics dashboards to show new and correctly classified spend data, thereby providing useful spend information for your organization.

To classify data:

  1. Set up the taxonomy you want to use for classifying your spend transactions. This could be your existing purchasing categories, a revised version of those categories or a brand new taxonomy.
  2. Create the training set. This is the sample of correctly classified data that is used by the spend classification machine learning engine to make category predictions based on the data in each individual spend record.
  3. From the training set, build a knowledge base. A knowledge base uses an algorithm to act on a set of data using patterns identified within the training set.
  4. Once the knowledge base is created and tested, you can use Spend Classification to process any number of batches of mis-categorized or unclassified spend data.
  5. Review the batch results. Spend Classification tags all predictions with a High, Medium & Low confidence level to help during assessment. Make any required corrections and once satisfied, approve the batch.

Configuration

Watch the Create Knowledge Base Demo

REVIEW AND IMPROVE CLASSIFICATION RESULTS 

Classification is done in batches of data created while classifying a data set. The Batch Summary page provides you with trend details to help each administrator understand whether successive batch processing is yielding better or worse results. Key processing metrics are also provided to highlight the average time to classify, identify the most recent and most frequently used knowledge base and taxonomy, and to flag when the most frequently used knowledge base was last improved. For any given batch, you can drill into the batch details to review all of the individual transactions if required, with the option to enter manual changes to the predicted category for any spend record. You can filter the batch details using the high, medium, and low classification statuses to help prioritize activity within your review. The classification status is determined by comparing the confidence at each level of the predicted category against the classification threshold percentage entered in classification controls. 

Batch Summary

Watch the Review and Improve Classification Results Demo

An effective Spend Management program ensures that an organization can optimize use of its resources to target improved price performance in key spend categories, identify new contract opportunities to deliver business-wide savings, increase negotiation performance and allow for strategic management of the supply base. To be effective, any Spend Management program requires an accurate picture of what types of goods and services an organization is buying, and from whom it is making those purchases. Spend Classification can help your organization generate a far more accurate spending picture by properly classifying all of the data about what you buy & for what you make payments. Unlike more traditional third-party spend analysis services where you can pay for every batch of data to be analyzed, Spend Classification provides a highly cost effective tool that can be used to classify as many batches of spend data as frequently as needed by your organization. This helps drive down and minimize your data management costs and maximize the benefits of your spend analytics by using this reliable, repeatable and efficient classification process.

SPEND CLASSIFICATION PERFORMANCE 

Many organizations generate significant quantities of spend data and so when attempting to reclassify this information, it is key to be able to understand whether the classification process is improving over time. Spend Classification Performance provides a set of charts that will help you to gauge the efficacy of the spend classification process. Category spend before and after reclassification provides a straightforward way to assess the changing perspective on spend patterns for your organization. You can review the details for the reclassified data and compare the spend distribution to the expected proportions for your organization.

Details are also provided for the spend amount for the top categories across the organization and there is analysis of the distribution of spend by suppliers within key spend categories. All of this performance information helps your data administrators to manage the ongoing process to ensure accurate categorization of spend data.

Spend Classification Performance

Watch the Classify Spend Data Demo

Steps to Enable

Perform these steps to give spend classification access to specific users in your enterprise:

  1. Use the Offerings work area to confirm that the Procurement offering is enabled: Offerings > Procurement > Opt In Features > Procurement row.
  2. Use the Users tab in the Security Console to assign the Procurement Data Analyst role to the users whom you want to have spend classification access. Alternatively, if you’re maintaining your own configured job roles, refer to the Roles section for details about the privileges to assign to user roles.

After you assign the role, you may need to perform the Run User and Roles Synchronization Process task in the Setup and Maintenance work area to ensure the role changes take effect.

Key Resources

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned this predefined job role can access this feature:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Procurement Contracts

Search by Amount in Search Contracts by Text

Along with other search filters available on the Search Contracts by Text page, you can also use the contract amount or currency to find a contract. When using contract amount or currency, you can use operators. For example, you can search between a minimum and maximum contract amount.

Search by Amount

Searching based on the contract amount offers additional criteria to find your contracts faster.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

When searching based on contract amount, always use the Amount field where you can take advantage of the operators. The application doesn't support the amount search using the Text field.

Key Resources

Share In Progress Contracts in Supplier Portal

When you're ready to have your suppliers review and respond to a contract that's in progress, you can share the contract from the Edit Contract page. You'll see a warning before the contract is shared externally.

Share Warning Message

Once shared, the supplier contacts who have access to the contract can view the contracts you have shared with them in Oracle Supplier Portal. They can search for these contracts using the Manage Contracts task.

Manage Contracts

The suppliers can download contract documents and upload their revisions. Documents that you have shared with your suppliers are listed as Internal Shared documents. Documents that your supplier uploads through the portal are listed as External Shared documents.

Download and Upload Contract Documents from the Supplier Portal

You can find the documents shared with suppliers or the documents shared with you on the Documents tab of the Edit Contract page.

Shared Documents from Edit Contract

This feature minimizes the steps you need to take outside the application and streamlines collaboration between you and your suppliers.

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: Enterprise Contracts