Enabling Link to access
Excel file in iProcurement
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.
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.
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 Store Name
·
iProcurement Smart Form Name
iProcurement Smart Form Name
·
Shopping Category mapped to the Smart Form
Shopping Category mapped to the Smart Form
·
Supplier Name mapped to the Smart form
Supplier Name mapped to the Smart form
·
Operating unit associated to the Store
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.
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
Helps the user
o
to identify the appropriate Smart form to use
for a Specific category
to identify the appropriate Smart form to use
for a Specific category
o
to check the approved Suppliers for a specific
category
to check the approved Suppliers for a specific
category
o
to identify the required Smart Form name to
select for the category
to identify the required Smart Form name to
select for the category
·
It reduces the wrong category and Supplier
combinations to raise requisitions
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.
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
examble, below query is used to obtain the above data
SELECT
DISTINCT STORE.NAME store_name, smartforms.template_name request_name,
DISTINCT STORE.NAME store_name, smartforms.template_name request_name,
pas.commodity_id,
pas.vendor_name supplier,
(SELECT NAME
FROM apps.hr_operating_units
WHERE organization_id =
smartforms.org_id) operating_unit,
smartforms.org_id) operating_unit,
(SELECT segment1 || ‘.’ ||
segment2
segment2
FROM apps.mtl_categories_b
WHERE category_id =
smartforms.category_id) CATEGORY
smartforms.category_id) CATEGORY
FROM apps.icx_cat_shop_stores_vl
STORE,
STORE,
apps.icx_cat_store_contents
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(+)
STORE.store_id(+)
AND smartforms.template_id =
store_contents.content_id(+)
store_contents.content_id(+)
AND smartforms.org_id IN (210,
2616)
2616)
AND pas.commodity_id =
smartforms.category_id
smartforms.category_id
AND pas.owning_organization_id IN (
SELECT
organization_id
organization_id
FROM
apps.org_organization_definitions
apps.org_organization_definitions
WHERE
operating_unit =
operating_unit =
smartforms.org_id)
ORDER BY CATEGORY
The Sample output will be as
below.
below.
Step2: Store the File in $OA_HTML location
Copy
the ASL.xls file to $OA_HTML path in the instance.
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.
below to get the forms personalization’s done.
Step 3A: Set the following Profile Options using
System Administrator Responsibility at User Level.
User: ABCDE
Step 3B: Open iProcurement Home Page
Navigation: iProcurement >
iProcurement Home Page
iProcurement Home Page
FND: Personalization Region Link Enabled
|
Yes
|
FND: Personalization Seeding Mode
|
Yes
|
Personalize Self-Service Defn
|
Yes
|
Utilities:Diagnostics
|
Yes
|
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)
News (Content Container: Purchasing News)
Create
the Link with the following attributes:
the Link with the following attributes:
Level
|
Item Style
|
Site
|
Link
|
Property
|
Value
|
ID
|
UK_Approved_Supplier_List
|
Admin Personialization
|
True
|
Destination URI
|
|
Disable Server Side Validation
|
False
|
Popup Enabled
|
True
|
Popup Render Event
|
Onclick
|
Rendered
|
True
|
Text
|
UK – Approved Supplier List
|
User personalization
|
False
|
Warn about changes
|
True
|
Approved Supplier List Link is
added.
added.
Step 3D: Personalize the Link to restrict to XX_OU.
Set the attributes as below.
Attributes
|
Site
|
Organization: XX_OU
|
Responsibility:
iProcurement
|
Destination URI
|
Inherit
|
http://xxxxxx.com:8018/OA_HTML/UK_ASL.xls
|
Inherit
|
Text
|
Inherit
|
UK – Approved Supplier List
|
Inherit
|
Then Save and Return to the Application to perform the test.
Step 4: Test iProcurement Home page for UK and
other OU Users.
For UK Users:
For Other OU Users:
Step 5: Open the newly added link.
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