Redwood: Use and Configure Redwood-Style Purchase Agreement Approval and FYI Notifications

Send purchase agreement approval, implemented FYI, and rejected FYI notifications in a Redwood style and format. You can use Oracle Analytics Publisher to configure the notification content to meet your specific business requirements.

• Use the Purchase Agreement Notification Report to configure purchase agreement approval notifications.
• Use the Purchase Agreement Implemented Notification Report to configure purchase agreement implemented FYI notifications.
• Use the Purchase Agreement Rejected Notification Report to configure purchase agreement rejected FYI notifications.

These screenshots illustrate the feature.

Purchase Agreement Approval Notification

Purchase Agreement Implemented FYI Notification

Purchase Agreement Rejected FYI Notification

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

After you enable the feature, follow these steps to configure the template for purchase agreement approval, implemented FYI, and rejected FYI notifications:

1. Sign in to the Analytics Publisher server directly (for example: http://hostname.com:7001/xmlpserver) and click the Catalog tab.
2. In the Folders pane, locate the Purchase Agreement Notification Report, Purchase Agreement Implemented Notification Report, or Purchase Agreement Rejected Notification Report template under this path: Shared Folders > Procurement > Purchasing. Click More and then click Customize. This creates a copy of the template in the Shared Folders > Custom > Procurement > Purchasing folder.
3. Access this template in the Custom folder.
4. Edit the template with you required changes.
5. Upload the template (select the appropriate locale for your instance).
6. For this template, the data model is Purchase Agreement Notification Data Model.

Tips And Considerations

• The Purchase Agreement Approval Notification will be sent to the approver after the buyer submits a blanket purchase agreement or contract purchase agreement for approval. 
• The Purchase Agreement Implemented FYI Notification will be sent to the buyer after the approver approves purchase agreements.
• The Purchase Agreement Rejected FYI Notification will be sent to the buyer after the approver rejects purchase agreements.
• Individual attributes without data are hidden in the notification.

Key Resources

• To know more on how to create and edit reports, refer to the Overview of Analytics Publisher topic.

Access Requirements

Users who are assigned a configured job role that contains these existing privileges can view the purchase agreement from the notification:

• View Purchase Agreement (PO_VIEW_PURCHASE_AGREEMENT_PRIV)
• Communicate Purchase Order and Purchase Agreement (PO_COMMUNICATE_PURCHASING_DOC_PRIV)

Administrators who are assigned a configured job role that contains this duty role can configure the notifications with Oracle Analytics Publisher:

• BI Author Role (BIAuthor)

This duty role was available prior to this update.