In Oracle ERP Cloud, Self-Service Procurement provides the capability to request items/services using internal catalogs, to browse and shop with external suppliers, approve requests and create receipts.

As self-service implies, the user is empowered to perform all transactions related to purchase requests and subsequent receipts. ‘My Receipts’ work area is enables user to view information to view and manage receipts specific to the user.

For those organizations that prefer to use a centralized receiving function without access to Inventory’s ‘Receive Expected Shipments’ task, the seeded roles are not enabled with sufficient privileges in Oracle Fusion Cloud

Understanding seeded roles.

RoleDescriptionComments
Procurement PreparerPrepares requisitions and receipts on behalf of others. Limited access to records where user is preparerSeeded role for general user access to create Catalog or Non-Catalog Requests. Does not allow Enter Requisition Line task
Procurement RequesterPrepares requisitions and receipts for themselves.Seeded role for general user access to create Catalog or Non-Catalog Requests. Does not allow Enter Requisition Line task
Advanced Procurement RequesterPrepares requisitions on behalf of others and has access to advanced requisition creation and receipt permissions.Combines Preparer and Requester. Seeded role for advanced users that allows Enter Requisition Line task. This task provides support for user selected Blanket or Contract Agreement.

For each role, the seeded My Receipts search form requires the entry of either the Requester or Entered By (Preparer) person and only returns records related to that person. The process design intends for the Requester or Preparer to create receipt transactions for their own orders. The search form does NOT allow the user to search with only the Purchase Order or Transfer Order that would be typical for a central receiving function and cannot access Orders they did not initiate.

Seeded Roles- Advanced Procurement Requester, Procurement Requester, Procurement Preparer

Seeded Role | Oracle ERP Cloud

The ability to perform Receipt transactions on behalf of others requires a custom Role that can be assigned to users in the Central Receiving group. The following provides instruction to create a custom Receiving role for Central Receiving and a Self-Service Procurement SuperUser role that adds receiving and ability to manage all requisitions.

Creating a custom role for Central Receiving

  1. Create New Job Role– Navigation: Main Menu Navigator > Tools > Security Console>Create Role

2. Assign Privilege to Job Role

– Assign privilege to ‘Create Self-Service All Requisition Receiving Receipt’ to the newly created job role. Example: ‘XYZ Receiving for Self-Service Procurement’.

Custom Role Creation | Tangenz Corporation

Add Privilage | Oracle ERP Cloud

Save the Role | Tangenz Corporation

 

  1. Execute the Scheduled Process “Import User and Role Application Security Data”
  2. Confirm Receipt for All Requesters– Confirm that self-service receiving can be performed for all requesters.– Change the requester name to someone other than yourself and confirm that receipts are displayed.

Custom Role – XYZ Receiving for Self-Service Procurement

 

Test Role | Oracle ERP Cloud

 

If you need any help with your Oracle ERP Cloud implementations, Please drop a line here. Our Oracle ERP experts will contact you promptly.