Generate Reports on Purchase Orders Requiring Special Handling Using OTBI

Generate reports and inquiries on purchase orders requiring special handling using OTBI. You can create a report using special handling type-related attributes and special handling descriptive flexfields.

These special handling type-related attributes are available in the Special Handling folder in the Procurement - Purchasing Real Time subject area:

  • Special Handling Type
  • Special Handling Code
  • Special Handling Description 
  • Special Handling Negotiated Flag
  • Special Handling Requires Buyer Review Flag
  • Special Handling Automatically Create Receipt Flag

You can include special handling descriptive flexfields from the purchase order and the line. The flexfield attributes are available under these folders in the Procurement - Purchasing Real Time subject area:

  • Purchase Order Header Special Handling folder under the Purchase Order Header Detail folder
  • Purchase Order Line Special Handling folder under the Purchase Order Line Detail folder

This screen capture illustrates the feature:

Report with Special Handling Fields

Report with Special Handling Fields

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 use this feature, you must opt in to the Create Requisitions and Purchase Orders Requiring Special Handling feature. If you previously opted in to the Create Requisitions and Purchase Orders Requiring Special Handling feature, then this feature is automatically enabled.

Tips And Considerations

Special handling descriptive flexfields won't be visible under the Purchase Order Header Special Handling and Purchase Order Header Special Handling folders by default. To populate the folders with the enabled flexfields, you must run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence job.

Access Requirements

Users who are assigned a configured job role that contains this duty role can access the Procurement - Purchasing Real Time subject area:

  • Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)

This duty role was available prior to this update.