Configure Supplier Negotiation PDF with Oracle Analytics Publisher
Configure the Negotiation PDF document sent to suppliers using a new Oracle Analytics Publisher (OAP) template and data model. The template makes it easy to add or remove fields, change the layout, and other content in the supplier negotiation PDF to meet your business requirements. There are two seeded negotiation PDF templates available; one for suppliers, and one for internal users. This allows you to tailor a negotiation PDF document for suppliers different than the PDF for buyers and other internal users.
A new negotiation pdf template is now available for Suppliers, which publishes a significantly improved business document with advanced capabilities for customization.
In the Negotiation Controls section in the Edit Negotiation page, Overview step, one new field is added Negotiation Layout for Supplier. You can select any custom supplier PDF template or use the available default template.
Negotiation for Supplier Layout
The value for the field 'Negotiation Layout for Supplier' is defaulted from Configuration Procurement Business Function.
Select ‘Negotiation Layout for Supplier’ When Creating The Negotiation
Suppliers can login to Supplier Portal and go to View Negotiation page and can download the Supplier PDF from Actions-> View -> View PDF.
New Supplier PDF with Cover page
New Supplier PDF with Synopsis
With fully customizable supplier specific templates you can create and send negotiation PDF documents, that reflect your company's business format and branding, and are recognizable to your suppliers. A well configured document can help with effective communication with your suppliers during the negotiation process.
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
To create a custom PDF template and link it to the Negotiation Layout for Supplier, refer to the Optional Uptake of New Features section of this document.
You can enable with opt in, Configure Supplier Negotiation PDF with Oracle Analytics Publisher.
Opt-in for Negotiation PDF for Supplier
Set Business Unit Default:
- In the Setup and Maintenance work area, use the Configure Procurement Business Function task.
Offering: Procurement
Functional Area: Procurement Foundation
Task: Configure Procurement Business Function
- On the Configure Procurement Business Function page, click the Document Types tab. Select a Type - RFQ and select the value for a new attribute Negotiation Layout for Supplier and Negotiation Layout for Buyer, which gets defaulted when a negotiation is created.
- You can default the layout for Negotiation Layout for Supplier by adding the template in the Configure Procurement Business Function page.
Configure Procurement Business Function
Tips And Considerations
- When you opt in and select a Supplier PDF template, the PDF sent to suppliers in notification, or downloaded by suppliers from supplier portal will have the new layout.
- Buyers will continue to view the Buyer PDF in the old layout. The Negotiation Layout is used to generate old Buyer.PDF.
- Buyers can review the PDF sent to suppliers, Go to Actions -> View -> Supplier PDF.
- A new OAP data model NegotiationPdfDataModel is created with new attributes, which can be used to add or remove fields in the new Supplier template.
Key Resources
- Refer to the Overview of Analytics Publisher chapter in the Creating and Administering Analytics and Reports for Procurement guide, available on the Oracle Help Center.
- Users can also add custom fonts to the BIP server using the Overview of Analytics Publisher available on the Oracle Help Center.
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- BI Administrator Role (BI Administrator)
- View Supplier Negotiation OBI (PON_VIEW_SUPPLIER_NEGOTIATION_PRIV_OBI)
- View Supplier Negotiation as Supplier OBI (PON_VIEW_SUPPLIER_NEGOTIATION_SUPPLIER_FACING_PRIV_OBI)
These privileges were available prior to this update.