AI Agent: Purchase Requisition Status Advisor

The Purchase Requisition Status Advisor agent provides users easy access to the status and information of their recent requisitions using an AI agent-based chat.  The agent can also return deep links to the requisition for the user to view more details.

The agent includes these tools:

• Tool Name: getUserSession
  • Tool Type: User Session Tool
  • Details: Retrieves the user's information to use as context for the business object tool.
• Tool Name: Purchase Requisition Details
  • Tool Type: Business Object Tool
  • Details: This tool returns status and details about a purchase requisition.
• Tool Name: View Purchase Requisition Details
  • Tool Type: Deep Link Tool
  • Details: This tool allows the user to access the requisition details screen to view more information on the requisition.

Purchase Requisition Status Advisor

Using the Purchase Requisition Status Advisor agent helps your business by providing:

• Easy access to status updates and requisition information.
• A summary view of recent requisitions, including the number of pending approvals and rejected requisitions.

Steps to Enable

You can use AI Agent Studio to use or copy a preconfigured agent template to create Agents for your business processes. To automatically add a suffix to all artifacts in your agent team, you can Copy Template instead of Use Template. When you copy a template, you're directly taken to the agent team canvas where you can edit the agent team settings, agents, tools, and topics. The Use Template option takes you through a step-by-step process for configuring each artifact in the agent team.

For information on using AI Agent Studio, see How do I use AI Agent Studio?

Tips And Considerations

If you created any AI agents in the applications before update 25C, we recommend that you replace your existing agent with an agent you create in Oracle AI Agent Studio for Oracle Fusion Cloud Applications. You can migrate the document tool you created for your existing agent to AI Agent Studio. Here’s how:

1. Go to My Client Groups > Show More > Configure RAG Agents.
2. Click the Tools tab, then click Migrate action for your tool.
3. Enter a unique name and tool code, and select the relevant family and product for your agent. You’ll use the tool name to locate your tool in AI Agent Studio.
4. Click OK.

After your tool is migrated, create a new agent in AI Agent Studio using the appropriate template, add your migrated tool, and publish your agent. Then, create a new guided journey and add an agent task of the type Workflow Agent for the new agent you just created in AI Agent Studio. Next, update the guided journeys with the new journey code where you’ve enabled your previous agent so that the journeys use the new agent. After you have tested and verified your new agent, you can use the Delete action in Configure RAG Agents to remove the original agent.

Key Resources

• To know more about how to use the Redwood Self Service Procurement application, refer to the Procure Goods and Services Using the Redwood Self Service Procurement Application readiness training
• For information about using Oracle Visual Builder Studio to extend your Redwood application pages, see Oracle Fusion Cloud HCM and SCM: Extending Redwood Applications for HCM and SCM Using Visual Builder Studio

Access Requirements

To access the Oracle AI Agent Studio for Fusion Applications and manage SCM AI agents, users must be assigned a configured job role that contains these duty roles:

• PRC Intelligent Agent Management Duty (ORA_RCS_PRC_AI_AGENT_MANAGEMENT_DUTY and ORA_RCS_PRC_AI_AGENT_MANAGEMENT_DUTY_HCM – both duty role codes are required)
• Fai Genai Agent PRC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PRC_ADMINISTRATOR_DUTY)

In the Security Console, filter by Roles and Privileges to find the PRC Intelligent Agent Management Duty role. Filter by Roles and Permission Groups to find the Fai Genai Agent PRC Administrator Duty role.

To interact with AI agents in product pages, users must be assigned a configured job role that contains this duty role:

• Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY)

In the Security Console, filter by Roles and Permission Groups to find this duty role.

To allow users to interact with agents, you must also enable permission groups in the Security Console on those users’ configured job roles that contain the Fai Genai Agent Runtime Duty role. You can enable permission groups when you manage the basic information of your configured job roles.

Users’ configured job roles must also contain privileges that allow access to the pages where AI agents are enabled.