Oracle iSupplier Portal Setup

This chapter covers the following topics:

• Chapter Overview
• Implementation Prerequisites
• Responsibilities
• Setup Steps
• Assign Responsibilities to Internal Users
• Apply Securing Attributes to Custom Responsibilities
• Enable Function Security
• Enable Profile Options
• Enable E-Signature Functionality
• Enable Manage Deliverables Functionality
• Set up Barcode for ASN Shipment Number
• Set Up Supplier Broker

Chapter Overview

This chapter describes the implementation steps specific to Oracle iSupplier Portal and includes the following topics:

• Implementation Prerequisites on page 2-1

• Responsibilities on page 2-1

• Setup Steps on page 2-2

Implementation Prerequisites

The only implementation prerequisite for Oracle iSupplier Portal is that Oracle Purchasing has been licensed and fully implemented.

For detailed information on implementing Oracle Purchasing, see the Oracle Purchasing User's Guide.

Responsibilities

Oracle iSupplier Portal is shipped with the following seeded responsibilities:

Responsibility Name	Description
iSupplier Portal Full Access	Used to access supplier facing functionality for the business flows pertaining to Oracle Purchasing
Procure to Pay Supplier View	Used to access supplier facing functionality for the business flows pertaining to Oracle Purchasing
Plan to Pay Supplier View	Used to access supplier facing functionality for the business flows pertaining to Oracle Purchasing and Oracle Supply Chain Planning.
Source to Pay Supplier View	Used to access Supplier facing functionality for the business flows pertaining to Oracle Purchasing and Oracle Sourcing.
Supplier User Administrator	Used by buyer administrators to set up and maintain supplier user accounts
Supplier Profile Administrator	Used by buyer administrators to review prospective vendor registration requests and to administer supplier profiles.
Supplier Profile Manager	Used to give supplier users access to only their profile details
Source, Plan, Pay Supplier View	Used to access Supplier facing functionality for the business flows pertaining to Oracle Purchasing, Oracle Supply Chain Planning and Oracle Sourcing.
iSupplier Portal Internal View	Used by internal users of the buying company (including buyers) to access the functionality exposed by Oracle iSupplier Portal.

Internal (buying company) users must have the iSupplier Portal Internal View responsibility assigned to them.

For more information on assigning responsibilities to users, see Chapter 3.

Setup Steps

You must complete the following setup steps to use the full range of features available in Oracle iSupplier Portal:

Step	Required or Optional
Assign Responsibilities to Internal Users	Optional
Apply Securing Attributes to Custom Responsibilities	Optional
Enable Function Security	Optional
Enable Profile Options	Optional
Enable E-Signature Functionality	Optional
Enable Manage Deliverables Functionality	Optional
Flag External Responsibilities	Required
Set Default Application Responsibilities	Required for Invitation
Set Up Web Server URLs	Required for Invitations
Create Customized Responsibilities for Supplier User Administrators	Optional
Assign Responsibilities for Buyer Administrators of Supplier Users	Required
Plan Supplier Management Groups	Required
Create Supplier Management Groups	Required
Create and Assign Customized Responsibilities for Buyer Approvers	Required
Install FPI Patchset	Required
Flag Default Application Responsibilities	Required
Create Striped Registration Pages	Required
Define Business Classifications List of Values	Optional
Set Up Products and Services Classifications	Optional
Create Address Books for Existing Suppliers	Required
Create Contact Directory for Existing Suppliers	Required
Migrate Account Assignments for Existing Supplier Bank Accounts	Required
Assign Supplier Profile Manager Responsibility to Appropriate Supplier Users	Required
Set up Barcode for ASN Shipment Number	Optional

Note: Securing attributes are applied during supplier registration. For more information on supplier registration, see Chapter 3.

Assign Responsibilities to Internal Users

If you would like to utilize the internal user functionality of Oracle iSupplier Portal, you must assign the iSupplier Portal Internal View responsibility to users.

To assign the iSupplier Portal Internal View responsibility to users:

1. From the Oracle System Administrator menu, select Security > User > Define.

2. Enter the name of the user to whom you wish to grant the responsibility.

3. In the Direct Responsibilities section, enter iSupplier Portal Internal View in the Responsibility text box.

4. Click Save.

Apply Securing Attributes to Custom Responsibilities

If you have created custom responsibilities that will be assigned to supplier users, securing attributes must be included in your custom responsibility definition

There are three securing attributes that can be used to control access. These attributes are all seeded with the pre-defined Oracle iSupplier Portal responsibilities that are released with the product:

• ICX_SUPPLIER_ORG_ID - Identifier for the supplier.

• ICX_SUPPLIER_SITE_ID - Identifier for the supplier site.

• ICX_SUPPLIER_CONTACT_ID - Identifier for the supplier contact.

  Note: The securing attributes discussed in this section apply only to the supplier facing custom responsibilities. The Internal User View responsibility uses the document security setup done as part of Oracle Purchasing setup.

  Note: No securing attribute setup is required for the iSupplier Portal Internal View responsibility.

To add the securing attributes to a custom responsibility:

1. From the Oracle System Administrator menu, select Security > Responsibility > Define.

2. In the responsibility form, search for the name of the custom responsibility you would like to modify.

3. In Securing Attributes region, search for the three securing attributes that have to be applied to this responsibility.

4. When you have identified all the attributes to apply to this responsibility, click Save.

The various securing attributes enable the supplier user access to be restricted as follows:

Desired Access Restriction	ICX_SUPPLIER_ID	ICX_SUPPLIER_SITE_ID	ICX_SUPPLIER_CONTACT_ID	Comments
Limit user access to supplier specific information.	Responsibility defined with securing attribute. The securing attribute on User definition is assigned the supplier_id value.	N/A	N/A	Users who sign into the defined responsibility will only have access to the supplier information defined in the user definition.
Limit user access to information for specific supplier sites.	Responsibility defined with securing attribute The securing attribute on User definition is assigned the supplier_id value.	Responsibility defined with securing attribute. The securing attribute on User definition is assigned the supplier_site_id value.	N/A	Users who sign into the defined responsibility will only have access to the supplier and site information defined in the user definition.
Limit user access to information from purchasing documents with a specific supplier contact defined. .	Responsibility defined with securing attribute. The securing attribute on User definition is assigned the supplier_id value.	Responsibility defined with securing attribute. The securing attribute on User definition is assigned the supplier_site_id value.	Responsibility defined with securing attribute. The securing attribute on User definition is assigned the supplier_contact_id value.	Users who sign into the defined responsibility will only have access to purchasing documents that have the specific supplier contact defined.

Enable Function Security

When a responsibility is first created, by default, access to all functions and standard pages is granted. Therefore, function security is assigned to exclude or restrict users from certain menus (tabs) or functions (sub-tabs).

In addition to limiting access to sets of pages whose associated functions or menus have been excluded, function security will also cause exclusion of associated regions and links for these functions on the Oracle iSuppier Portal Home page

There are two types of function security exclusions:

• Menu Exclusions - used to prevent access to the main tabs (therefore the appropriate sub-tabs).

• Function Exclusions - used to prevent access to sub-tabs and other functionality.

Menu and Function Exclusions

Below is a list of menus, sub-menus and the available menu/function exclusion.

Note: The menus and functions listed in the tables below pertain to the iSupplier Portal Full Access (Procure to Pay Supplier View) and iSupplier Portal Internal View responsibilities.

iSupplier Portal Full Access Exclusions (Procure to Pay Supplier View Exclusions

Tab	Sub Tab	Other Functionality	Function/Menu Exclusion
Orders	N/A	N/A	Orders
Orders	Purchase Orders	N/A	Maintain Purchase Orders
Orders	Work Orders	N/A	Maintain Work Orders
Orders	Agreements	N/A	View Agreements
Orders	Purchase History	N/A	Purchase History
Orders	RFQ	N/A	RFQ
Orders	Deliverables	N/A	Manage Deliverables
Orders	Timecards	N/A	Timecards Search Page
Orders	N/A	Change Purchase Order	Change Purchase ORder
Orders	N/A	Cancel Purchase Order	Cancel Purchase Order
Orders	N/A	Sign Purchase Order	Sign Purchase Order
Shipments	N/A	N/A	Shipments
Shipments	Delivery Schedules	N/A	Delivery Schedules
Shipments	Shipment Notices	N/A	View/Create ASN
Shipments	Shipment Schedules	N/A	Shipment Schedules
Shipments	Receipts	N/A	@@View Receipts
Shipments	Returns	N/A	Shipment Returns
Shipments	Overdue Receipts	N/A	Overdue Receipts
Shipments	On-Time Performance	N/A	Delivery Performance
Shipments	Quality	N/A	Quality
Shipments	N/A	Cancel ASN	Cancel ASN
Shipments	N/A	Create Routing Request	Create Routing Request
Shipments	N/A	View Routing Request	View Routing Request
Planning	N/A	N/A	ISP Planning
Planning	VMI	N/A	SCE Inbound Consigned Inventory Status
Planning	Forecast	N/A	Planning Schedules
Account	N/A	N/A	Account
Account	Create Invoices	N/A	Review Page
Account	View Invoices	N/A	Invoice Details
Account	View Payments	N/A	Payment Details
Product	N/A	N/A	Product Information
Product	Supplier Items	N/A	Supplier Item Summary
Product	Order Modifiers	N/A	Order Modifiers
Product	Maintain Capacity	N/A	Update Capacity
Product	Quality	N/A	Quality
Product	Consigned Inventory (menu)	N/A	Consigned Inventory (menu)

iSupplier Portal Internal View Exclusions

Tab	Sub Tab	Other Functionality	Function/Menu Exclusion
Orders	N/A	N/A	Orders Internal Information
Orders	Purchase Orders	N/A	Maintain Purchase Orders
Orders	Agreements	N/A	View Agreements
Orders	Purchase History	N/A	Purchase History
Orders	Pending Changes	N/A	Pending Change Requests
Orders	Work Confirmations	N/A	Supplier: Buyer View: Allow Work Confirmation Correction
Shipments	N/A	N/A	Shipments Internal Information
Shipments	Shipment Notices	N/A	View ASN
Shipments	Receipts	N/A	@@View Receipts
Account	N/A	N/A	Account
Account	View Invoices	N/A	Invoice Details
Account	View Payments	N/A	Payment Details
Product	N/A	N/A	Product Internal Information
Product	Consigned Inventory	N/A	Consigned Inventory

When a particular sub-tab is excluded, access to that function is also restricted on the Oracle iSupplier Portal Home page. For example, applying the View-Create ASN function security exclusion will not only restrict users to the Shipment Notices page under the Shipment tab, it will also restrict users to the Shipments at a Glance view, ASN search capability, and the Shipment Notices hypertext from the process flow.

To add function security for a given menu or function:

1. From the Oracle System Administrator menu, select Security > Responsibility > Define.

2. Query the responsibility you are would like to restrict.

3. In the Function and Menu exclusions region, for the Type column, select Menu or Functionalistic depending on what you are excluding).

4. From the list of values available in the Function and Menu exclusions region, select the appropriate function or menu.

5. Click Save.

Enable Profile Options

The following table explains profile options set by the system administrator that impact Oracle iSupplier Portal:

Profile Option	Value	Description
RCV: Fail All ASN Lines if One Line Fails	No/Yes Default: No	Indicates whether the creation of ASN/ASBNs in Oracle Internet Supplier Portal will fail all ASN lines if one line fails.
POS: Limit invoice to single PO	No/Yes Default: No	Indicates whether an invoice created in Internet Supplier Portal will be limited to the shipments belonging to a single purchase order
EDR: E-Records and E-Signatures	No/Yes	Indicates whether E-Signature functionality has been enabled
POS: ASL planning attribute updates from supplier approved by	-Buyer's Approval Required Planner's Approval Required No Approval Required	Indicates the person whose approval is required when supplier submits changes via Order Modifiers and Maintain Capacity functionality
POS:External Responsibility Flag	No / Yes	Indicates that a particular responsibility is available for granting to newly registered supplier users
POS: Default Responsibility for Newly Registered Supplier Users	Responsibility name	Responsibility that will be assigned to new users that are created when a supplier company registers using the Prospective Vendor Registration feature
POS:External URL	valid http/https address	URL of the external web server used to enable supplier user access to iSP
POS:Internal URL	valid http/https address	URL of the internal web server used to enable internal user access to iSP
HR: Security Profile	Security profile name	Indicates the default operating unit group that will be associated to any buyer administrator responsibility that does not have a Security Profile assigned to it
Personalize Self-Service Defn	No/ Yes Default: No	Displays the dispute resolution attributes in the View Invoice Details page via iSupplier Portal. If this profile option is controlled by personalization, you need to set the following profile options: Disable Self-Service Personal profile as No. FND: Personalization Region Link Enabled profile as Yes. For more information on setting personalization profile options, refer to Oracle Application Framework Personalization Guide.
POS: Display AP AR Netting Information	No/ Yes Default: No	Displays the netting information attributes in the View Invoice Details page via iSupplier Portal.
Business Classification Re-Certification Period	User defined (No. of Days) Default Value = 0 You can enter a value ranging from 1 to 366.	Determines periodicity of the re-certification.
Business Classification Re-Certification Notification Reminder Days	User defined (No. of Days) Default Value = 0 You can enter a value ranging from 1 to 30.	Determines days before due date when supplier will be reminded to re-certify the business classification.
POS: Supplier Registration UDA Page Display Layout	Flow and Tabbed (Default)	Determines the display layout for user defined attributes (UDAs) in the prospective supplier registration train navigation flow. Supplier administrators can set this profile option to select the display option for the user defined attributes (UDAs) under the train node called Additional Information. They can select one of the display options as the profile option value: Flow Tabbed (default)
POS: Use Approval Date for Work Confirmation Processing	No/Yes Default: No	Determines the date that the application will use to process work confirmations If you set the profile option value to Yes, then while processing a work confirmation the application uses the current date on which the work confirmation is approved. When the application validates the date, because, the current date is in the current open General Ledger or Control Purchasing, or Inventory accounting period the work confirmation is approved without any errors. Note that if there is an approval chain, then the date of final approval is taken as the approval date. If you set the profile option to No, then the application considers this as null and uses the work confirmation submission date for processing. The application validates the submission date to ensure that it is in an open General Ledger or Control Purchasing, or Inventory period. If the submission date is not in an open period, then the work confirmation is not processed. Note: You can set this profile option only at Site level.

Enable E-Signature Functionality

The following setup is required to enable use of the E-Signature functionality in Oracle iSupplier Portal:

1. Set the value of profile EDR: E-Records and E-Signatures to Yes.

2. Ensure that the function Sign Purchase Order is not excluded from the responsibility.

Enable Manage Deliverables Functionality

The following setup is required to enable use of manage deliverables functionality in Oracle iSupplier Portal

1. Ensure that the function “Manage Deliverables” is not excluded from the responsibility.

Set up Barcode for ASN Shipment Number

The ASN Number is printed as a barcode when the user clicks Print in the ASN details page. In order to set up barcode printing for the ASN Number, please implement the following steps:

1. Associate the template to the rtf file.

   • The Barcode enhancement patch is shipped along with the ASN Data Print Template and the ASN Print Data Definition.

   • Copy the POSASNBAR.rtf file from $POS_TOP/patch/115/publisher/templates/US/ to your desktop or local folder.

   • Using the XML Publisher Administrator responsibility, navigate to the Templates page.

   • Search for ASN Data Print Template.

     

   • When the ASN Data Print Template shows in the search results table, click the ASN Data Print Template link to open the View Template page.

   • Click Add File to associate the POSASNBAR.rtf with the ASN Data Print Template. Select English as the Language and United States as Territory.

   • Click Apply to complete the template setup.

     

2. Complete the Font related setup steps.

   • Barcodes are generated using different fonts. The example font used in these setup steps is BC 3of9. For this font to work, download corresponding .TTF file (In this case B39R00.TTF) to your desktop to upload it to XML Publisher.

   • Navigate to the Administration tab. Click the Font Files sub-tab and then click Create Font Files.

     

   • Provide the Font Name (for example, BC 3of9, and select the font file (.TTF file).

     Note: The font name should match the name of the font as is found in MS Word documents.

   • Click Apply.

   • Next, click Font Mappings sub-tab and search for your font. Click Create Font Mapping Set, enter and verify the information, and click Apply.

     

   • Click the Configuration tab in order to associate this font mapping set.

   • Click FO Processing and associate Font Mapping Set BC 3of9. Click Save.

     

The data definition details are as follows:

Set Up Supplier Broker

To set up Supplier Brokers in the system:

1. Enable supplier brokers in the system by setting the profile option POS: Enable Supplier Broker Functionality to Yes at the site level.

   Important: If you add a custom responsibility that is similar to the iSupplier Portal Broker Access responsibility, ensure that you set this profile option to Yes for that responsibility.

2. Enable the Manage Supplier Broker page by assigning the Manage Supplier Broker function to a supplier management administrator or a supplier user administrator.

   • Log in as System Administrator, then navigate to Application > Menus. The Menus window appears.

   • Click in the User Menu Name field and query the menu Suppliers: Supplier User Management SideBar.

   • In a new row, enter a unique sequence number.

   • In the Prompt field, enter Manage Supplier Broker.

   • In the Function field, use the list of values to search for the function Manage Supplier Broker (POS_MNG_BRK_USR). Select the function.

   • Save your work and close the window.

   The Manage Supplier Broker page now appears in the Supplier User Management tab. To view the newly added menu item, navigate to Supplier Management Administrator, then to Supplier Home and Supplier User Management.

3. Enable the Supplier Administration page by assigning the Supplier Broker function to a supplier profile and to the User Manager responsibility.

   • Log in as System Administrator and navigate to Application > Menus.

     The Menus window appears.

   • Click in the User Menu Name field and query the menu Supplier HTML: Supplier View: Tab.

   • In a new row, enter a unique sequence number.

   • In the Function field, click the LOV indicator and search for the function Assign Supplier Broker (POS_ASGN_BRK_USR). Select the function.

   • Save your work and exit the window.

   • In the Prompt field, enter Manage Supplier Broker.

   The Manage Supplier Broker tab now appears next to the Profile Management subtab. To view the newly added menu item, navigate to Supplier Profile & User Manager and then to Manage Supplier Broker.