Redwood: Use and Configure Redwood-Style Purchasing Document Change Order Canceled and Rejected FYI Notifications

Send purchasing document change order canceled or rejected 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 Order Change Order Canceled Notification Report to configure the purchase order change order canceled FYI notifications.
• Use the Purchase Agreement Change Order Canceled Notification Report to configure the purchase agreement change order canceled FYI notifications.
• Use the Purchase Order Supplier Change Order Rejected Notification Report to configure purchase order change order rejection to supplier FYI notifications.
• Use the Purchase Agreement Supplier Change Order Rejected Notification Report to configure purchase agreement change order rejection to supplier FYI notifications.

These notifications are rendered from the Oracle Analytics Publisher template.

The purchase order change order canceled FYI notification and the purchase agreement change order canceled FYI notification inform the initiator that their change order wasn't implemented and has been canceled. The purchase order and purchase agreement change order rejection to supplier FYI notifications are sent when an approver rejects a supplier-initiated change order. These notifications are sent to the supplier user who initiated the change order.

Purchase Agreement Change Order Canceled Notification

Purchase Order Supplier Change Order 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 purchase order change order canceled, purchase agreement change order canceled, purchase order change order rejection to supplier, and purchase agreement change order rejection to supplier 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 Order Change Order Canceled Notification Report, Purchase Agreement Change Order Canceled Notification Report, Purchase Order Supplier Change Order Rejected Notification Report, or Purchase Agreement Supplier Change Order 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 your required changes. 
5. Upload the template (select the appropriate locale for your instance). 
6. For these templates, the data models are Purchase Order Notification Data Model and Purchase Agreement 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 these existing privileges can access the report:

• View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)
• View Purchase Agreement (PO_VIEW_PURCHASE_AGREEMENT_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)

These privileges and this duty role were available prior to this update.