Manage Supplier Initiatives
You can use Supplier Initiatives REST resource to create, launch, and query supplier initiatives. An initiative is the tool you use to create, manage, and track qualifications and assessments of your suppliers. You can create the entire initiative with all child resources in a single call or alternatively, you can independently create child resources at each level. For example, you may create the initiative header, evaluation team, qualification areas or qualification model, suppliers, flexfields, and attachments all at once, or independently with multiple calls.
Let's discuss these scenarios:
- Create a draft initiative
- Launch the initiative
- Query the active initiative
Create a draft initiative
Let's consider Hillary Smith is creating a qualification initiative with qualification areas, evaluation team, suppliers, and attachments.
Example URL
Use this resource URL format.
POST
curl -u username:password -X POST -H "Content-Type:application/vnd.oracle.adf.resourceitem+json" -d 'request payload' "https://servername/fscmRestApi/resources/version/supplierInitiatives"
Example Request
Here's an example of the request body in JSON format.
{ "Title": "Preferred Supplier Program", "Description": "Identify Suppliers with low risk profile", "InitiativeType": "Qualification", "ProcurementBU": "Vision Operations", "InitiativeOwner": "Jones, Clare", "evaluationTeamMembers": [ { "TeamMember": "Sam, Taylor" }, { "TeamMember": "Ronald, Miller" }], "qualificationAreas":[ { "QualificationArea": "Financial Viability", "Owner": "Antilla, Martinez" }, { "QualificationArea": "Labor and Ethics", "Owner": "Jones, Clare" }, { "QualificationArea": "General Capabilities", "Owner": "Antilla, Martinez" }, { "QualificationArea": "Products and Services", "Owner": "Jones, Clare" }], "suppliers":[ { "Supplier": "Advanced Network Devices", "SupplierSite": "FRESNO", "SupplierContact": "Davis, Wendy", "InternalResponder": "Jones, Clare", "SendSupplierQuestionnaireFlag": true, "SendInternalQuestionnaireFlag": true }, { "Supplier": "Big Computers", "SupplierSite": "Global_HQ", "InternalResponder": "Garcia, Loraine", "SendSupplierQuestionnaireFlag": true, "SendInternalQuestionnaireFlag": true }], "attachments":[ { "DatatypeCode" : "WEB_PAGE", "CategoryName" : "POQ_INTERNAL", "Url" : "https://www.example.com", "ContentRepositoryFileShared" : "false", "Title" : "Company Website", "Description" : "Refer Corporate policies on company website" }] }
Example Response
Here's an example of the response body in JSON format.
{ "InitiativeId": 300100188274479, "Initiative": "658", "Title": "Preferred Supplier Program", "Description": "Identify Suppliers with low risk profile", "StatusCode": "DRAFT", "Status": "Draft", "InitiativeTypeCode": "QUALIFICATION", "InitiativeType": "Qualification", "ProcurementBUId": 204, "ProcurementBU": "Vision Operations", "InitiativeOwnerId": 100010026863783, "InitiativeOwner": "Jones, Clare", "InternalNote": null, "QualificationModelId": null, "QualificationModel": null, "QualificationModelStatusCode": null, "QualificationModelStatus": null, "QualificationModelRevision": null, "AssessmentOwnerId": null, "AssessmentOwner": null, "AssessmentEvaluationDueDate": null, "ReuseActiveQualificationFlag": null, "LaunchDate": null, "InitiativeCompletionDate": null, "InitiativeCancellationDate": null, "CanceledById": null, "CanceledBy": null, "CanceledReason": null, "CreationDate": "2020-08-14T17:30:56+00:00", "CreationSourceCode": "MANUAL", "CreationSource": "Manual", "AutoAcceptResponsesFlag": true, "AutoPopulateResponsesFlag": true, "LastOverdueReminderDate": null, "evaluationTeamMembers": [ { "EvaluationTeamMemberId": 300100188274480, "TeamMemberId": 300100175289467, "TeamMember": "Sam, Brown", "EvaluationTeamMemberJob": null, "AddedByCode": "USER", "links": [ { .. }, { "EvaluationTeamMemberId": 300100188274481, "TeamMemberId": 100100054093263, "TeamMember": "Ronald, Miller", "EvaluationTeamMemberJob": null, "AddedByCode": "USER", "links": [ { .. } ], "attachments": [ { "AttachedDocumentId": 300100188274489, "LastUpdateDate": "2020-08-14T17:30:56.794+00:00", "LastUpdatedBy": "CVBUYER01", "DatatypeCode": "WEB_PAGE", "FileName": null, "DmFolderPath": null, "DmDocumentId": null, "DmVersionNumber": null, "Url": "https://www.example.com", "CategoryName": "POQ_INTERNAL", "UserName": "Internal to Supplier Qualification", "Uri": null, "FileUrl": null, "UploadedText": null, "UploadedFileContentType": null, "UploadedFileLength": null, "UploadedFileName": null, "ContentRepositoryFileShared": "false", "Title": "Company Website", "Description": "Refer Corporate policies on company website", "ErrorStatusCode": null, "ErrorStatusMessage": null, "CreatedBy": "BUYER01", "CreationDate": "2020-08-14T17:30:56.637+00:00", "ExpirationDate": null, "LastUpdatedByUserName": "Clare Jones", "CreatedByUserName": "Clare Jones", "AsyncTrackerId": null, "links": [ { .. } ], "qualificationAreas": [ { "InitiativeQualificationAreaId": 300100188274482, "SyncCheckFlag": true, "QualificationAreaId": 300100073313474, "QualificationArea": "Financial Viability", "OwnerId": 100010026864135, "Owner": "Antilla, Martinez", "OriginalQualificationAreaId": 300100073313474, "EvaluationDueDate": null, "QualificationAreaDescription": null, "QualificationAreaRevision": 0, "QualificationAreaStatusCode": "ACTIVE", "QualificationAreaStatus": "Active", "DisplaySequence": 1, "links": [ { .. } { "InitiativeQualificationAreaId": 300100188274483, "SyncCheckFlag": true, "QualificationAreaId": 300100039622051, "QualificationArea": "Labor and Ethics", "OwnerId": 100010026863783, "Owner": "Jones, Clare", "OriginalQualificationAreaId": 300100039622051, "EvaluationDueDate": null, "QualificationAreaDescription": "Labor and Ethics", "QualificationAreaRevision": 0, "QualificationAreaStatusCode": "ACTIVE", "QualificationAreaStatus": "Active", "DisplaySequence": 2, "links": [ { .. } { "InitiativeQualificationAreaId": 300100188274484, "SyncCheckFlag": true, "QualificationAreaId": 300100073313550, "QualificationArea": "General Capabilities", "OwnerId": 100010026864135, "Owner": "Antilla, Martinez", "OriginalQualificationAreaId": 300100073313550, "EvaluationDueDate": null, "QualificationAreaDescription": null, "QualificationAreaRevision": 0, "QualificationAreaStatusCode": "ACTIVE", "QualificationAreaStatus": "Active", "DisplaySequence": 3, "links": [ { .. } { "InitiativeQualificationAreaId": 300100188274485, "SyncCheckFlag": true, "QualificationAreaId": 300100046918082, "QualificationArea": "Products and Services", "OwnerId": 100010026863783, "Owner": "Jones, Clare", "OriginalQualificationAreaId": 300100046918082, "EvaluationDueDate": null, "QualificationAreaDescription": "Products and Services", "QualificationAreaRevision": 0, "QualificationAreaStatusCode": "ACTIVE", "QualificationAreaStatus": "Active", "DisplaySequence": 4, "links": [ { .. } ], "suppliers": [ { "InitiativeSupplierId": 300100188274486, "SupplierId": 21, "Supplier": "PennyPack Systems", "SupplierSiteId": 1969, "SupplierSite": "FRESNO", "SupplierContactId": 299724, "SupplierContact": "Davis, Wendy", "SupplierNumber": "1013", "InternalResponderId": 100010026863783, "InternalResponder": "Jones, Clare", "SendSupplierQuestionnaireFlag": true, "SendInternalQuestionnaireFlag": true, "ResponsePulledFlag": false, "links": [ { .. }, { "InitiativeSupplierId": 300100188274487, "SupplierId": 1078, "Supplier": "Big Computers", "SupplierSiteId": 2651, "SupplierSite": "Global_HQ", "SupplierContactId": null, "SupplierContact": null, "SupplierNumber": "5092", "InternalResponderId": 100010026863799, "InternalResponder": "Garcia, Loraine", "SendSupplierQuestionnaireFlag": true, "SendInternalQuestionnaireFlag": true, "ResponsePulledFlag": false, "links": [ { .. } ] }
Launch the initiative
In this scenario, Hillary Smith launches the newly created draft initiative.
Example URL
Use this resource URL format.
POST
curl -u username:password -X POST -H "Content-Type:application/vnd.oracle.adf.action+json" -d 'request payload' "https://servername/fscmRestApi/resources/version/supplierInitiatives/300100188274479/action/launch"
Example Response
Here's an example of the response body in JSON format.
{ "result": "Initiative 658 was launched. Questionnaires were sent to the following number of suppliers: 2, and internal responders: 2." }
Search for active initiative
In this scenario, Hillary Smith searches for the newly created active initiative to review the details.
Example URL
Use this resource URL format.
GET
curl -u username:password "https://servername/fscmRestApi/resources/version/supplierInitiatives/300100188274479"
Example Response
Here's an example of the response body in JSON format.
{ "InitiativeId": 300100188274479, "Initiative": "658", "Title": "Preferred Supplier Program", "Description": "Identify Suppliers with low risk profile", "StatusCode": "IN_PROGRESS", "Status": "In progress", "InitiativeTypeCode": "QUALIFICATION", "InitiativeType": "Qualification", "ProcurementBUId": 204, "ProcurementBU": "Vision Operations", "InitiativeOwnerId": 100010026863783, "InitiativeOwner": "Jones, Clare", "InternalNote": null, "QualificationModelId": null, "QualificationModel": null, "QualificationModelStatusCode": null, "QualificationModelStatus": null, "QualificationModelRevision": null, "AssessmentOwnerId": null, "AssessmentOwner": null, "AssessmentEvaluationDueDate": null, "ReuseActiveQualificationFlag": null, "LaunchDate": "2020-08-14T17:44:13+00:00", "InitiativeCompletionDate": null, "InitiativeCancellationDate": null, "CanceledById": null, "CanceledBy": null, "CanceledReason": null, "CreationDate": "2020-08-14T17:30:56+00:00", "CreationSourceCode": "MANUAL", "CreationSource": "Manual", "AutoAcceptResponsesFlag": true, "AutoPopulateResponsesFlag": true, "LastOverdueReminderDate": null, . . . }