TABLE OF CONTENTS DOCUMENT HISTORY 3 UPDATE 18A 3 Revision History 3 Overview 3 Optional Uptake of New Features (Opt In) 4 Update Tasks 4 Release Feature Summary 5 Purchasing 6 Capture One-Time Delivery Address in Structured Fields on Purchase Orders 6 Configure Purchasing Document Notifications with Business Intelligence Publisher 7 Self Service Procurement 9 Capture One-Time Delivery Address in Structured Fields on Requisitions 9 Mobile Access to Punchout Catalogs and Non-Catalog Requests 10 Configure Purchase Requisition Notifications with Business Intelligence Publisher 20 Supplier Model 25 Approve Internal Changes on Supplier Bank Accounts 25 Sourcing 28 Configure Negotiation Invitation Email with Business Intelligence Publisher 28 Define Default Line Attributes in Negotiations 30 Supplier Qualification Management 31 Automatically Requalify Qualifications on Expiration 31 Use Input-Type Descriptive Flexfield Values on Supplier Profile as Question Responses 32 Supplier Portal 33 Provide High-Level Transaction and Performance Metrics for Your Suppliers 33 2
DOCUMENT HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Update Version Notes 23 JAN 2018 Update 18A Revised update 18A. UPDATE 18A REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature Notes 23 JAN 2018 Purchasing: Capture One-Time Delivery Address in Structured Fields on Purchase Orders Updated document. Revised steps to enable. 19 JAN 2018 Created initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. SECURITY AND NEW FEATURES The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.) If you have created job roles, then you can use this information to add new privileges to those roles as needed. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. 3
OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by opting in to the feature when you re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area. To opt in using the New Features work area: 1. 2. 3. 4. Click the Navigator, and then click New Features (under the My Enterprise heading). On the New Features page, select the offering that includes new features you d like to review. Click Opt In for any feature that you want to opt in to. On the Edit Features page, select the Enable option for the feature, and then click Done. To opt in using the Setup and Maintenance work area: 1. 2. 3. 4. Click the Navigator, and then click Setup and Maintenance. On the Setup page, select your offering, and then click Change Feature Opt In. On the Opt In page, click the Edit Features icon. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 5. Click Done. UPDATE TASKS This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don t forget to check back and get the latest information before your update starts. 4
RELEASE FEATURE SUMMARY Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Plus Enable via Additional Opt In UI Only Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Purchasing Capture One-Time Delivery Address in Structured Fields on Purchase Orders Configure Purchasing Document Notifications with Business Intelligence Publisher Self Service Procurement Capture One-Time Delivery Address in Structured Fields on Requisitions Mobile Access to Punchout Catalogs and Non-Catalog Requests Configure Purchase Requisition Notifications with Business Intelligence Publisher Supplier Model Approve Internal Changes on Supplier Bank Accounts Sourcing Configure Negotiation Invitation Email with Business Intelligence Publisher Define Default Line Attributes in Negotiations Supplier Qualification Management Automatically Requalify Qualifications on Expiration Use Input-Type Descriptive Flexfield Values on Supplier Profile as Question Responses Supplier Portal Provide High-Level Transaction and Performance Metrics for Your Suppliers 5
PURCHASING CAPTURE ONE-TIME DELIVERY ADDRESS IN STRUCTURED FIELDS ON PURCHASE ORDERS Capturing a one-time address as unstructured text and attaching it to a purchase order can make it difficult for your organization to calculate appropriate taxes or share the address with your suppliers. You can now capture a structured one-time delivery address on a requisition, and share it with suppliers on a purchase order to support situations where deliveries should be made to unique locations. This will allow you to ensure accurate delivery of important goods and services. The structured one-time address information on the purchase order follows the same display format as on the requisition. The one-time address field has a contextual icon, which upon clicking will take users to the corresponding location in Google Maps. The tool tip visible while hovering over the tabular display of the formatted one-time address displays the full address. The following screenshots illustrate this feature. Display of One-Time Address in Structured Format in Process Requisitions 2017 Google Inc, used with permission. Google and the Google logo are registered trademarks of Google Inc. Display of Google Maps for One-Time Address in Structured Format in View Purchase Order 6
Display of Tool Tip for One-Time Address in Structured Format in View Purchase Order STEPS TO ENABLE You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. For additional feature setup details, refer to the steps to enable for the "Capture One-Time Delivery Address in Structured Fields on Requisitions" feature in the 18A Self Service Procurement section of this document. TIPS AND CONSIDERATIONS Following are the considerations pertaining to this feature: 1. A buyer will not be able to enter the one-time address directly on a purchase order 2. A buyer will not be able to update the one-time address that comes from the requisition 3. Users will not be able to search with a one-time address using the 'Ship-to Location' and 'Deliver-to Location' attributes 4. Purchase orders created from requisitions with free-format one-time addresses will not be automatically upgraded to the new one-time addresses in structured fields, after opt-in. KEY RESOURCES Review the Procurement R13 Capture One-Time Delivery Address in Structured Fields release training for more details on how to use this feature. CONFIGURE PURCHASING DOCUMENT NOTIFICATIONS WITH BUSINESS INTELLIGENCE PUBLISHER Approvals represent an important business control and visibility tool for you to manage spend. Approval notifications must contain the information needed for the approver to make an informed business decision. System Administrators can use Oracle Business Intelligence Publisher to tailor the content, layout and style of notifications to fulfill business needs. This feature covers the purchase order and change order approval notifications. The following screenshot shows the purchase order approval notification: 7
Purchase Order Approval Notification 8
STEPS TO ENABLE You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. KEY RESOURCES Review the Purchasing R13 Configure Purchasing Document Notifications with Business Intelligence Publisher release training for more details on how to use the feature. ROLE INFORMATION The following role is needed to configure the notification report. Role Name and Code: BI Author Role (BIAuthor) SELF SERVICE PROCUREMENT CAPTURE ONE-TIME DELIVERY ADDRESS IN STRUCTURED FIELDS ON REQUISITIONS When one-time shipping addresses in requisitions are represented in an unstructured way, time consuming and error prone manual intervention is needed to complete downstream documents such as purchase orders and invoices. Automated derivation of other values, such as taxes, isn t possible. The ability to capture a one-time address in structured fields is now available for requisitions created in Oracle Self Service Procurement Cloud. After requisition submission, the address information can be re-used in downstream documents such as purchase orders and invoices, and for derivation of other values. As well, the information can be used to support other requisition processing that is dependent on shipping data. The following screen captures illustrate this feature. One-Time Address in Structured Format - 1 9
One-Time Address in Structured Format - 2 STEPS TO ENABLE You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. After you enable access to the feature, apply it to specific requisitioning business units as follows: 1. 2. 3. 4. 5. In the Navigator, click Setup and Maintenance. Select the Procurement offering. Search for and select the Configure Requisitioning Business Function task. From the Requisitioning BU dropdown, select your business unit, and then click OK. Select the following option: Allow one-time addresses. KEY RESOURCES R13 Procurement Release Training: Oracle Fusion Self Service Procurement Enhancements: One-Time Address in Structured Fields. ROLE INFORMATION The ability to create one-time addresses on a requisition line is controlled by the privilege - Create Requisition with One Time Location (POR_CREATE_REQUISITION_ENTER_ONE_TIME_LOCATION_PRIV). This privilege is assigned out of the box to the duty role - Requisition Self Service User Duty Role (ORA_POR_REQUISITION_SELF_SERVICE_USER_DUTY). After opting in to use the 'Capture One-Time Delivery Address in Structured Fields on Requisitions' feature and enabling the use of one-time address for the requisitioning BU, a user with the above privilege will be able to enter one-time address in structured fields for a requisition line. MOBILE ACCESS TO PUNCHOUT CATALOGS AND NON-CATALOG REQUESTS Effectively shop and create requisitions on your mobile device with expanded shopping options including punchout catalogs, non-catalog requests, and improved search filtering. The following features have been introduced in this release of the mobile application. Filter by Brand: Filter search results by brand to find items quickly 10
Punchout Catalogs: Add items from to requisitions from external supplier's punchout sites. Use the mobile application to access the punchout sites, search for items, add them to the shopping cart. Request Non-Catalog Item: Requisition goods and services that are not available in the catalog The following screenshots illustrate the features: 11
12
Filter Search Results By Brand 13
14
15
Search Punchout Catalogs and Shop on Supplier Sites 16
17
18
Request Noncatalog Items STEPS TO ENABLE 1. 2. 3. 4. 5. Open Apple App Store (iphone) or the Google Play Store (Android devices). Search for the Oracle Fusion Self Service Procurement Mobile application and tap it. Tap INSTALL. Open the mobile application. Accept the Legal Terms. Additional configuration of the host URL, port, and Secure Sockets Layer (SSL) settings is required before you can sign in and use the application. See the chapter Use the Self Service Procurement Mobile Application (Topic: Configure the Self Service Procurement Mobile Application Access URL) in the Oracle Procurement Cloud Using Procurement guide. 19
TIPS AND CONSIDERATIONS 1. The mobile application cannot be accessed if Self Service Procurement is not implemented. 2. The Charge Account, Deliver-to Location, Destination Type and Requisitioning Business Unit attributes are configured automatically from your Oracle Procurement Cloud web-based application. 3. The mobile application user has the same privileges and content zone access that they have in Oracle Procurement Cloud. KEY RESOURCES For more information, see the Oracle Procurement Cloud Using Procurement guide, available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: Create Requisition via Mobile App privilege (POR_CREATE_REQUISITION_VIA_MOBILE_APP_PRIV) Job Role Name and Code: This privilege is not granted to any Role by default. CONFIGURE PURCHASE REQUISITION NOTIFICATIONS WITH BUSINESS INTELLIGENCE PUBLISHER Configure purchase requisition email notifications using Oracle Business Intelligence Publisher templates. These template-based emails include approval notifications for standard requisition approvals, re-approval of specific requisition lines updated by the requester, and requisition lines updated by the buyer. You can configure the layout, style and format of your approval notifications to meet your unique business requirements. Configure email notification content by adding or removing approval data model attributes. Approvers need to view and take action on approval email notifications on a broad range of devices. Email notifications created using Oracle Business Intelligence Publisher templates are clear and readable regardless of the rendering device. The following screen captures illustrate the feature and its benefits: 20
Standard Approval Notification As Viewed From Laptop 21
22
23
Standard Approval Notification As Viewed From Mobile Device 24
STEPS TO ENABLE You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. After you enable the feature, follow these steps to configure the template for requisition approval notifications: 1. In the Navigator, click Reports and Analytics. 2. In the Self Service Procurement Business Intelligence Catalog, locate the Requisition Approval Email Report, and then click Customize to create a copy of the report in your Custom folder. 3. Edit the Requisition Approval Email Report template. 4. Upload the template (select the appropriate locale for your instance). KEY RESOURCES Review the Self Service Procurement R13 Configure Purchase Requisition Notifications with Business Intelligence Publisher Release Training for more details on how to use the feature. ROLE INFORMATION The following role is needed to configure the notification data model and template: Role Name and Code; BI Administrator (BIAdministrator) SUPPLIER MODEL APPROVE INTERNAL CHANGES ON SUPPLIER BANK ACCOUNTS Audit compliance and fraud prevention are top priorities. Within these initiatives, it is critical to maintain the integrity of supplier bank accounts and payments to suppliers. Relying on audit alone to resolve problems after they occur limits your ability to be proactive in preventing fraud and improving compliance. This feature enables you to use change controls and approval routings on all bank account actions including create and edit. New bank accounts or edits to existing bank accounts are submitted for approval before the changes take effect. Approval requirements are defined using flexible approval rules. With change controls enabled, you are assured that supplier bank accounts are entered correctly, are not fraudulent, and processes for managing bank accounts meet audit compliance requirements. This feature, along with the existing supplier self-service profile management solution, provides a complete change management solution for supplier bank accounts. The following screen captures illustrate this feature. 25
Capture Changes to Bank Accounts and Submit for Approval View Changes Submitted for Approval STEPS TO ENABLE You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. Perform the following steps after you opt in to the feature: 1. Click the Navigator, and then click Setup and Maintenance. 2. On the Setup page, select Procurement offering, and then click Approval Management functional area. 26
3. From the Show dropdown, select All Tasks. 4. Click Manage Internal Supplier Profile Change Approvals task. 5. Set up approval rules that will determine approvers responsible for reviewing and approving changes. TIPS AND CONSIDERATIONS Enabling this feature will require any changes made to supplier bank accounts to be submitted for approval. These include creating a new bank account, updating or adding an existing bank account or setting it as primary. Other changes made to the supplier profile besides bank accounts will not be submitted for approval and will be saved to the supplier profile immediately. While the bank account changes are pending approval, supplier administrators can continue to manage the supplier profile except for bank accounts. Bank accounts are available for updates only after the pending changes are approved or rejected. External supplier users cannot create any profile change requests while internal bank account changes are pending approval. Any bank account changes pending approval can be canceled before the final approval is obtained. For instance, if the changes submitted for approval contain incorrect information such as the wrong account type or branch, the changes can be canceled. Changes to descriptive flexfields of bank accounts, or bank accounts defined as factor accounts, are currently not supported by this feature and cannot be submitted for approval. In addition, factor accounts cannot be created or associated to suppliers when the feature is opted in. Do not opt in this feature if you need to use bank account descriptive flexfields or factor accounts. Bank accounts created via import are not subject to review and approval and they are saved to the profile immediately. Also, new bank accounts can be imported for a supplier even if there are other bank account changes pending approval for the supplier. KEY RESOURCES Review the Supplier Model Release Training for more details on how to use the feature. ROLE INFORMATION To use this feature, the following predefined roles with edit access to manage bank accounts are required: Job Role Name and Code: Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT) or Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT) If you have defined your own job roles, the following privileges are required: To provide edit access to manage bank accounts and submit bank account changes for approval: Privilege Name and Code: Maintain Supplier Payment (POZ_MAINTAIN_SUPPLIER_PAYMENT_PRIV), Manage External Payee Payment Details (IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV), and Manage Third Party Bank Account (IBY_MANAGE_THIRD_PARTY_BANK_ACCOUNT_PRIV) To provide view only access to bank accounts: Privilege Name and Code: View Supplier Payment (POZ_VIEW_SUPPLIER_PAYMENT_PRIV), Manage External Payee Payment Details (IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV), and View Third Party Bank Account (IBY_VIEW_THIRD_PARTY_BANK_ACCOUNT_PRIV) 27
SOURCING CONFIGURE NEGOTIATION INVITATION EMAIL WITH BUSINESS INTELLIGENCE PUBLISHER The ability to tailor supplier notifications as per business needs is essential for effective communication with suppliers and a successful negotiation process. This feature provides the capability to configure negotiation invitation emails based on a Business Intelligence Publisher template. The template makes it easy to modify the layout and content as required. 28
Negotiation Invitation Notification Email 29
STEPS TO ENABLE You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. After you enable the feature, follow these steps to configure the template for negotiation invitation notifications: 1. In the Navigator, click Reports and Analytics. 2. In the Sourcing Business Intelligence Catalog, locate the Negotiation Invitation Email Report, and then click Customize. This creates a copy of the report in your custom folder. 3. Edit the template Negotiation Invitation Email Report. 4. Upload the template (select the appropriate locale for your instance). KEY RESOURCES Review the Sourcing Release 13 (update 18A) release training for Configure Negotiation Invitation Notification with Business Intelligence Publisher for more details on how to use the feature. ROLE INFORMATION Category Manager or BI Administrator can configure the negotiation invitation notification using Business Intelligence Publisher. DEFINE DEFAULT LINE ATTRIBUTES IN NEGOTIATIONS Applying default line attributes improves operational efficiency and enforces corporate standards and best practices. This feature provides the capability to set default line attributes either in the negotiation template or directly in the negotiation. When default line attributes are set, any new lines added to the negotiation online or using the lines import spreadsheet will have these attributes automatically applied. Manage Default Line Attributes in Negotiation 30
STEPS TO ENABLE You must enable 'Default line attributes' in the negotiation style to use this feature in a negotiation template or negotiation. Newly created negotiation styles will have 'Default line attributes' enabled by default. KEY RESOURCES Review the Sourcing Release 13 (update 18A) release training for Define Default Line Attributes in Negotiations for more details on how to use the feature. ROLE INFORMATION Category Manager can define default line attributes in negotiation templates and negotiations. SUPPLIER QUALIFICATION MANAGEMENT AUTOMATICALLY REQUALIFY QUALIFICATIONS ON EXPIRATION Automatically requalify a supplier for designated qualification areas when they approach expiration, thereby keeping the qualifications current. Automatic requalification reduces the time you require for monitoring qualifications and manually accounting for new information. In addition, it helps you ensure that suppliers always have active qualifications. Automatical Requalification on Expiration STEPS TO ENABLE No steps are required to enable this feature. 31
TIPS AND CONSIDERATIONS Enable Automatic Requalification on Qualification Expiration on the qualification area. Once enabled, all the qualifications that are created based on this qualification area will enable automatic requalification by default. On the rule set, provide default information to be used for the requalification event. KEY RESOURCES Review the Automatically Requalify Qualifications on Expiration Release Training for more details on how to use the feature. ROLE INFORMATION Supplier Qualification USE INPUT-TYPE DESCRIPTIVE FLEXFIELD VALUES ON SUPPLIER PROFILE AS QUESTION RESPONSES Use input-type descriptive flexfields on the supplier profile to store additional information that is relevant for qualification purposes. With this feature, Supplier Qualification Management can read these values automatically as responses for questions without having to prompt the supplier by using a questionnaire. You can leverage data that comes from sources other than the supplier s. For example, the data could originate from a third-party system that uses the supplier update web service to set the values, thus allowing the qualification process to evaluate that data. Question Setup for Automatic Responder Type 32
Viewing Responses for Automatic Responder Type Question STEPS TO ENABLE To map supplier profile descriptive flexfields attribute to a question, we need to first setup supplier profile descriptive flexfield attributes using Setup and Maintenance work area. TIPS AND CONSIDERATIONS This feature currently supports mapping to input type descriptive flexfields at supplier level. KEY RESOURCES Review the Use Input-Type Descriptive Flexfield Values on Supplier Profile as Question Responses Training for more details on how to use the feature. ROLE INFORMATION Supplier Qualification SUPPLIER PORTAL PROVIDE HIGH-LEVEL TRANSACTION AND PERFORMANCE METRICS FOR YOUR SUPPLIERS To develop productive relationships with your suppliers it is important suppliers understand how they are performing. Suppliers too often rely on aggregated customer analytics instead of metrics specific to the business activities with your organization. Oracle Supplier Portal Cloud delivers OTBI-based reports on the landing page, where suppliers can review at a glance high-level metrics specific to your organization. Suppliers have quick access to the following transaction and performance reports: PO Purchase Amount: the dollar amount of purchase orders placed with the supplier company Invoice Amount: the dollar amount of invoices issued to the buying organization Invoice Price Variance Amount: the dollar amount of price deviations between invoices and purchase orders The landing page provides a summary view of these supplier reports. From there, suppliers can navigate to a dashboard depicting the reports graphically for further analysis. The dashboard has a set of common filters to analyze different reporting views and allows suppliers to drill down to detailed reports by category or item. All reports are controlled by function security to ensure that only supplier users with the appropriate job roles and privileges can view them. 33
The following screen captures illustrate this feature. Transaction Reports Infolet on the Supplier Portal Landing Page Drill Down to Supplier Transaction Reports Dashboard Filtered by Category STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES Review the Supplier Portal Release Training for more details on how to use the feature. 34
ROLE INFORMATION To use this feature, the following predefined roles are required: To access the PO Purchase Amount report: Job Role Name and Code: Supplier Customer Service Representative (ORA_POS_SUPPLIER_CUSTOMER_SERVICE_REPRESENTATIVE) or Supplier Sales Representative (ORA_POS_SUPPLIER_SALES_REPRESENTATIVE) To access the Invoice Amount and Invoice Price Variance Amount reports: Job Role Name and Code: Supplier Accounts Receivable Specialist (ORA_POS_SUPPLIER_ACCOUNTS_RECEIVABLE_SPECIALIST) If you have defined your own job roles, the following privileges are required: To access the PO Purchase Amount report: Privilege Name and Code: Search Purchase Order as Supplier (PO_SEARCH_PURCHASE_ORDER_(SUPPLIER-FACING)) To access the Invoice Amount and Invoice Price Variance Amount reports: Privilege Name and Code: View Payables Invoice as Supplier (AP_VIEW_PAYABLES_INVOICE_AS_SUPPLIER) --- 35
Copyright 2018, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice.this document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced ortransmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 36