Redwood: Use and Configure Redwood-Style Spend Authorization Approval and FYI Notifications

Send spend authorization approval and 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 Spend Authorization Approval Notification Report to configure the spend authorization approval notification sent to approvers.
• Use the Spend Authorization Request FYI Notification Report to configure spend authorization request approved and rejected FYI notifications sent to internal users and to configure spend authorization request rejected because of error FYI notifications sent to supplier administrators.

These notifications are rendered from the Oracle Analytics Publisher template.

A spend authorized request for a supplier can be created in one of the following ways: user requests the supplier to be promoted to spend authorized manually, registration is approved for a supplier registering as spend authorized, or negotiation is awarded to a prospective supplier. The Rejected Because of Error FYI notification is sent to the supplier administrators when the request is autorejected due to approval routing errors. Review and correct the supplier spend authorization approval rules.

Spend Authorization Approval Notification

Spend Authorization Request Rejected 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 spend authorization approval notifications sent to approvers, spend authorization request approved and rejected FYI notifications sent to internal users, and spend authorization request rejected because of error FYI notifications sent to supplier administrators:

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

Tips And Considerations

• 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.
• To view an updated prebuilt report after your upgrade, refer to the View an Updated Prebuilt Report topic.

Access Requirements

Users who are assigned a configured job role that contains this duty role can access the report:

• Supplier Profile Management (ORA_POZ_SUPPLIER_PROFILE_MANAGEMENT_DUTY)

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)

These duty roles were available prior to this update.