Tuesday, 12 September 2017

Upload Catalogue item Images in iProcurement

Upload catalogue item Images in iProcurement  
  Oracle iProcurement module is widely used by oracle users to raise catalog and non-catalog Purchase Requisitions. iProcurment module is very user friendly screen to raise requisitions and hence it is most used module. 
                         “Picture Speaks Louder than Words”, as famous English idiom says a picture provides more information instead of providing just letters or description of an item. Hence the user will be able to understand and choose his right product from the catalogue in iProcurement.
                        This document describes the Steps to add images in the iprocurement to show them while performing catalogue requisitions.

Benefit of this Feature:

·         Helps the user
o   to identify the appropriate product
o   to clearly identify the product
o   to avoid ordering wrong product  

Step1: Set the required profile option

                We have to set  below profile options at site level to start the process. 

1.       POR: Hosted images Directory:
Set the value to the directory where you will be storing the image files tobe used by iProcurement. Mostly the directory would be /OA_MEDIA/. Set the real path of this directory as the profile option value.

POR: Show Thumbnail image  set to Yes 

Step2: Store the images in the directory:

Keep the images in .Jpeg or .png format and store the images in “$JAVA_TOP / Oracle / apps / Media” folder. You may have to work with DBA team to store the images If you don’t have access to database.
In our example we are storing below image in the images folder

Step3: Create BPA and Map the image file name in BPA line

                Now create Blanket purchase agreement with the required item and map the image against the required item.

Enter BPA Header DetailsàClick on Line to enter Line details

Enter Line DetailsàClick on Pencil icon to enter image details

Enter image file name in Thumbnail image field as shown below àClick on apply button once the data is entered

You will get confirmation message à Submit the BPA for approval

Below confirmation message appears and ensure that the BPA is approved.

Now, BPA is in Approved Status.

Go to iProcurement Shopping pageà Enter the item Description in the Search WindowàClick Go to get see the item:

You will be able to see the item with Picture as above in the iProcurement Screen.

Thursday, 31 August 2017

Enabling Link to access Excel file in iProcurement

Enabling Link to access Excel file in iProcurement  
                        Oracle iprocurement module is widely used by oracle users to raise catalogue and non-catalogue Purchase Requisitions. IProcurment module is very user friendly screen to raise requisitions and hence it is most used module. 
                        We have a requirement from one of our customer to show the Approved Supplier List in Oracle iProcurement Page itself when the user Clicks a link under “Purchasing News” Area.  The customer also wants to show below details along with the approved Suppliers list.
·         iProcurement Store Name
·         iProcurement Smart Form Name
·         Shopping Category mapped to the Smart Form
·         Supplier Name mapped to the Smart form
·         Operating unit associated to the Store

                        This document describes the Steps to get the above mentioned details and the steps to create a link in iProcurement Page under “Purchasing News” Area.    The excel sheet which is stored in the database will open when the user clicks the link in iprocurement Page.

Benefit of this enhancement:

·         Helps the user
o   to identify the appropriate Smart form to use for a Specific category
o   to check the approved Suppliers for a specific category
o   to identify the required Smart Form name to select for the category  
·         It reduces the wrong category and Supplier combinations to raise requisitions

Getting the required data & Create a Link

Step1: Write a Query and execute it to get the required data

                Write a SQL query to get the required data from the database which need to be stored in the database and to retrive when the users click the link. 

For examble, below query is used to obtain the above data

SELECT DISTINCT STORE.NAME store_name, smartforms.template_name request_name,
                pas.vendor_name supplier,
                (SELECT NAME
                   FROM apps.hr_operating_units
                  WHERE organization_id = smartforms.org_id) operating_unit,
                (SELECT segment1 || '.' || segment2
                   FROM apps.mtl_categories_b
                  WHERE category_id = smartforms.category_id) CATEGORY
           FROM apps.icx_cat_shop_stores_vl STORE,
                apps.icx_cat_store_contents store_contents,
                apps.por_noncat_templates_all_vl smartforms,
                apps.po_asl_suppliers_v pas
          WHERE store_contents.store_id = STORE.store_id(+)
            AND smartforms.template_id = store_contents.content_id(+)
            AND smartforms.org_id IN (210, 2616)           
            AND pas.commodity_id = smartforms.category_id
            AND pas.owning_organization_id IN (
                                      SELECT organization_id
                                        FROM apps.org_organization_definitions
                                       WHERE operating_unit =

The Sample output will be as below.

Step2:   Store the File in $OA_HTML location

Copy the ASL.xls file to $OA_HTML path in the instance.

Step3:   Forms Personalization in iProc Home Page.

Please follow the instructions below to get the forms personalization’s done.

Step 3A: Set the following Profile Options using System Administrator Responsibility at User Level.


Step 3B: Open iProcurement Home Page

Navigation: iProcurement > iProcurement Home Page

FND: Personalization Region Link Enabled
FND: Personalization Seeding Mode
Personalize Self-Service Defn

Open the Personalize Stack Layout (Purchasing News)

Step 3C: Add Approved Supplier List to the Purchasing News Section

Create Item under the Purchasing News (Content Container: Purchasing News)

Create the Link with the following attributes:
Item Style

Admin Personialization
Destination URI
Disable Server Side Validation
Popup Enabled
Popup Render Event
UK – Approved Supplier List
User personalization
Warn about changes

Approved Supplier List Link is added.

Step 3D: Personalize the Link to restrict to XX_OU.

Monday, 28 August 2017

An Overview of Oracle Process Manufacturing - A Functional Guide to Setup & Process

What is Oracle Process Manufacturing?

How many modules are covering Oracle Process Manufacturing?

What are the Major Functionalities in Product Development?

Is Co-Product and By Product are different?

Setup Step:1

Setup Step:2

Setup Step:3

Setup Step:4

Setup Step:5

Setup Step:6

Setup Step:7

Setup Step:8

Setup Step:9

Setup Step:10

Setup Step:11

OPM Process flow: 

Transaction Step:1

Transaction Step:2

Transaction Step:3

Transaction Step:4

Thursday, 24 August 2017

Update/Add lines in Global Blanket Purchase Agreement using "Upload" Functionality in Oracle EBS

Procurement Team would like to use “Upload” or Excel sheet options to update the Global Blanket Purchase Agreement (GBPA). Using the functionality in R12 has changed.  

Hence this document describes the Step by Step Process to use “Upload” functionality.

Login to oracle Instance with your User name and Password. 
Instance Name:  XXXXXX
Log in using the URL : xxxx


Create a Data file using the attched Excel sheet and Save the same in Text(Tab delimited) format. 

The data source file template can be downloaded from iProcurement Catalogue Administration ---> Upload Tab. (Skip this activity if you have a source file)

You can see below Page:

Select Tab-delimited Text  and click on Download button to download it.

Y        You can see the downloaded file and save it to the computer and open the downloaded file which has file name as "TextTemplate.txt"

           Sample Excel File :

                Open the file in Excel format  and Enter the all relevant information in the column.
  •         To Add a New line, use “ADD” in “Action Column.
  •         To update the existing line, use “SYNC” in Action column.
  •      To Use price break, Enter the Quantity and Break Price column 

After entering the data, Save the file in Tab delimited format.    

Sample "Tab Delimited" file with the filled in data 

  • Please note that this step is one time activity to enable the agreement for catalog authoring. 
  • Please skip this step 2 and go to Step 3 if the agreement is already enabled for  Catalog authoring
  • Navigate to “Buyer Work Center Menu” with in your Purchasing Responsibility àClick on Agreement  

Click on Search to select the required GBPA

Enter required information to get the Agreement.

Select the Agreement and “select “Enable catalog Administrator Authoring” and click on Go to enable the catalog authoring to check it from iProcurment catalog administration responsibility

You will receive a Confirmation as shown below. 

Step 3:

Navigate to “iPrcourement catalog Adminstration” page

Search the Agrement number which you want to update and query the Agreement and click on “Update” to update the GBPA

Note: If the Agreement is not appearing in the screen, Please perfrom the Step2 and then go to Step3.

Go to the Lines Tab and select “Via Upload” option and click on GO

Below Page Opens to upload the file

Select the file to load and keep other selection options are as it is and Click Submit.

You will get a confirmation as above.

You can check the Program and it will get completed in Normal.

Go back to iProcurment catalog Administration Responsibility-->Agreements Summary 

Search the Agreement and check the BPA line to see the update.

In our Example, 1st line price got updated as 333.01 from the old price of 200.01.