Create Master Items with Trading Partner Item Associations from the Blanket Purchase Agreement Import

Create master items with trading partner item associations, leveraging Product Information Management functionality to automatically derive item class, item number, and primary unit of measure from the blanket purchase agreement (BPA) import.

Before this update, Purchasing Cloud already supported the creation of items in Product Information Management from imported BPA lines. However, it didn't support the creation of trading partner items (supplier items and manufacturer part numbers) from the import. As part of this feature, the BPA import will support the creation of trading partner items and their relationships to master items as well. The value added is twofold:

• Seamless integration between Purchasing and Product Information Management by eliminating the need for manual trading partner item creation when BPAs are created or updated in bulk.

• Maintain Product Information Management as the single source of truth for master items, trading partner items, and their relationships.

This diagram illustrates the feature:

Item and Trading Partner Item Creation from the BPA Import

You will also be able to take advantage of advanced Product Information Management features when creating new master items from the BPA import:

• Automatic item class derivation for new master items.

• Automatic item number generation based on the item number generation method assigned to the item class.

• Automatic creation of items in all child organizations of the item master organization associated with the procurement business unit.

• Automatically derive the primary UOM from either the base UOM of the BPA line's unit class or the lowest UOM in the item's packaging string. This table shows some derivation examples:

  • Examples of item's primary UOM derivation

    BPA Line's UOM	Class's Base UOM	Packaging String	Lowest UOM in the Packaging String	Primary UOM for the New Item	Derived from
    EA	EA			EA	Class's base UOM
    BX 10	EA			EA	Class's base UOM
    CS 25	EA			EA	Class's base UOM
    EA	EA	EA 10/BX 25/CS	EA	EA	Lowest UOM in the packaging string
    BX 10	EA	EA 10/BX 25/CS	EA	EA	Lowest UOM in the packaging string
    CS 25	EA	EA 10/BX 25/CS	EA	EA	Lowest UOM in the packaging string

Data integrity between Purchasing Cloud and Product Information Management is strengthened and redundancy reduced by:

• Performing duplicate checks before creating new master items or trading partner items to support these use cases:
  • Create new trading partner items and their relationships to new master items.
  • Add new trading partner items to an existing master item by providing the master item number.
  • Add a supplier item to an existing master item by providing the manufacturer part number to identify the master item.
  • Create relationships between existing trading partner items and existing or new master items.

• Ensuring manufacturers provided for new manufacturer part numbers are valid.

• Not storing trading partner item references on imported BPA lines when corresponding trading partner items are created in Product Information Management, ensuring it remains the single source of truth for trading partner item information.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

Tips And Considerations

• Updates to master items or trading partner items stored in Product Information Management aren't supported by the BPA Import. For example, if a new supplier item is provided for an existing master item, a new trading partner item will be created in Product Information Management but without replacing or updating any existing trading partner item.

• Some functionality, such as creating items in item classes different from the root class or generating rule-based item numbers, requires an Oracle Product Hub license.

• If, after opting in to this feature, you still want to maintain trading partner references on imported BPA lines when new trading partner items are created in Product Information Management, you must set the Populate Trading Partner Item Details on Agreements profile option to Yes. You can consider this configuration if your business requires maintaining multiple manufacturer items for the same master item. For example, your manufacturing specifications and planning recommendations use master items that can be procured from multiple manufacturers, and the actual manufacturer and corresponding manufacturer part number are only selected when ordering the items. To utilize this approach, you must consider these limitations:
  • Trading partner item corrections in Product Information Management won't reflect on the BPA lines. As a result, corrected values will be unavailable while sourcing requisitions or purchase orders to those BPA lines.
  • Corrections to the trading partner item references on the BPA lines may result in the creation of new trading partner items in Product Information Management.

Key Resources

• To know more about the supported item number generation methods, refer to the What number generation methods are available? topic.
• To know more details about how to configure data security for the item creation, refer to the Set Up Data Security for Item Classes topic.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Import Purchase Agreement (PO_IMPORT_PURCHASE_AGREEMENT_PRIV)

• One of these privileges:
  • Import Item (EGP_IMPORT_ITEM_PRIV)
  • Manage Item Grouping (EGP_MANAGE_ITEM_GROUPING_PRIV)

These privileges were available prior to this update.