Redwood: Use and Configure Redwood-Style Supplier Profile Change Request Approval Notifications

Send supplier profile change request approval notifications in a Redwood style and format.

Oracle Analytics Publisher allows you to configure the notification content to meet your specific business requirements -- use the Supplier Profile Change Request Approval Notification Report to configure this notification. The same report template is used to generate the notification whether the profile change request was submitted by supplier user, internal user, or automatically from sourcing or supplier qualification applications. Conditions can be added to tailor the notification by the request source.

Supplier Profile Change Request Approval Notification is sent to approvers communicating changes requested to a supplier profile submitted by either a supplier or internal users.

Supplier Profile Change Request Approval Notification Initiated by a Supplier User

Supplier Profile Change Request Approval Notification Initiated by an Internal User

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 supplier profile change request approval notifications:

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 Supplier Profile Change Request Approval Notification Report 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 this template, the data model is Supplier Profile Change Request Approval Notification Data Model.

Tips And Considerations

• Attributes without data are hidden in the notification. This is configured in the template and can be changed.
• Sections without data are hidden in the notification. For instance, if no changes to products or services are provided in the change request, the section is hidden.
• Use the same data model and template to configure attributes and conditions for change requests initiated from various flows:
  • For Internal flow, set REQUEST_SOURCE_CODE attribute to ORA_INTERNAL.
  • For Supplier Portal flow, set REQUEST_SOURCE_CODE attribute to ORA_SUPPLIER.
  • For Sourcing flow, set REQUEST_SOURCE_CODE attribute to ORA_SOURCING.
  • For Qualification flow, set REQUEST_SOURCE_CODE attribute to ORA_QUALIFICATION.
• To access the bank account attachments, approvers must navigate to the Change Request page from the link provided in the Bank Accounts section of the notification.
• For context sensitive descriptive flexfields, configure the template to place the context segment first followed by the context sensitive segments to display them together in the approval 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

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.