Redwood: Create Purchase Agreement Changes as a Supplier

Modify an approved purchase agreement using a Redwood page as a supplier. A change order is created when you edit an approved purchase agreement. You can create a change order using the Edit action on the on Purchase Agreement Redwood pages.

Here are some of the key features and considerations:

Create Change Order Using the Edit Option on a Purchase Agreement

Lines

Use the Lines tab to update key attributes such as price, supplier item, change reason, and expiration date on a change order for a blanket purchase agreement.

You can add new lines, duplicate existing lines, cancel approved lines, or delete newly added lines on a blanket purchase agreement change order. 

To add new lines, use the Add icon on the Lines tab. To delete lines newly added on a change order, use the Delete action on the Lines tab.

Add New Line to the Change Order Using the Add Icon

Delete Button on a Blanket Purchase Agreement Change Order

To duplicate an existing blanket agreement line, you can use the Duplicate action on the Lines tab. It will create a new line, copying all attributes from the source line except status, attachments, and price break details.

Duplicate Button on a Blanket Purchase Agreement Change Order

You can cancel an approved blanket agreement lines using the Cancel action on the Lines tab.  You can now cancel a blanket purchase agreement line even if there are saved changes on the line. The changes on the line are reverted to the last approved value and line is marked for cancellation when you perform the cancel action. Use the Undo Cancel action to reverse the line cancellation.

Use the Cancel Button to Cancel an Approved Purchase Agreement Line

Use the Undo Cancel Button to Revert Changes on a Change Order Line

The Action Performed attribute reflects the type of change made to the line:

• Newly added lines are marked with a green plus icon.
• Modified lines are marked with a blue dot icon.
• Canceled lines are marked with a red canceled icon.

Action Performed Icons in the Change Order Lines Section

Item Attributes

Use the row-level icon on the Item Attributes column to open a drawer to modify item attributes such as supplier item auxiliary identifier, supplier URL, and packaging string on a change order for a blanket purchase agreement.

Use the Icon in the Item Attributes Column to View the Item Attributes for the Change Order Line

Enter Item Attributes for the Change Order Line

Price Breaks

Use the price breaks drawer to update the price of an item depending on certain conditions such as purchasing in bulk or from a certain location.

Use the Icon to Open the Price Break for Change Order Lines

In the Price breaks drawer, you can use the Add action to add a new price break. You can use the Delete action to delete a newly added price break. To view price break attachments, click the attachment count.

Add and Delete Line-Level Actions on a Price Break

Price Breaks – Attachment Drawer

The Action Performed attribute reflects the type of change made to the price break:

• Newly added price breaks are marked with a green plus icon.
• Modified price breaks are marked with a blue dot icon.

Action Performed Icons in the Price breaks Drawer

More Details

Use the More details drawer in the Lines tab to update additional information and add notes and attachments specific to the change order. You can also view the attachments the buyer added from the More details drawer.

More details Drawer on the Change Order Line

Agreement Details

Use the Agreement Details tab to update the terms and conditions, communication method, and communication email on a change order. This tab also allows you to add additional information to the change order header, including descriptive flexfields, notes, and attachments.

Edit Change Order Header Attributes by Navigating to the Agreement Details Tab

Contract Terms

Use the Contract Terms tab to view the contract terms added by the buyer on a purchase agreement.

View Contract Documents by Navigating to the Contract Terms Tab

Consignment Agreement

If the blanket purchase agreement document style with consignment terms enabled, then you can update the consignment terms such as Billing Cycle Closing Date on header level under the Agreement Details tab. Additionally, you can also update the consignment line checkbox and the Aging Period Days attribute for each line for consignment agreement. The consignment Line will be editable only if no PO line referencing the agreement line, else it will be read-only.

Update Consignment Terms in Agreement Details Tab

Configure to Order Agreements

For blanket purchase agreements with configuration ordering enabled, you can update attributes such as Parent Item, Top Model, Supplier Parent Item and Supplier Top Model. If a blanket purchase agreement line has been referenced on a purchase order line or on any of the component lines on the purchase order, then these attributes will be read-only.

Update Parent Item and Top Model to Specify Attributes for Configuration to Order Agreements on the Change Order

Change Order Actions

Depending on the change order status, you can perform these actions while editing a change order:

• Save
• Delete
• Submit
• Cancel
• Validate
• View PDF
• Save and Close
• Cancel Change Order

Actions on the Edit Change Order Page for Suppliers

View Change Order

When you view a purchase agreement that has a pending change order, you'll see an information banner on the page. If you have the required permission, you can click the View change order link to see the details of the change order.

View Change Order from the Redwood View Purchase Agreement Page

You can also drill down to view a purchase agreement change order by clicking on the change order number hyperlink on Manage Purchase Agreements page.

Navigate to the Purchase Agreement Change Order by Clicking the Change Order Link

When viewing a change order, you can seamlessly access line details and agreement details by switching between the tabs.

Actions on the View Change Order Page for Suppliers

View Change Details

You can review the changes proposed to the currently approved version of the purchase agreement while editing or viewing the change order. The Change Details page indicates the modifications you've made to the approved version of the purchase agreement. You can access the Change Details page by selecting the View Change Details action on the Redwood Purchase Agreement pages. 

Use View Change Details Action to View Change Order Changes

Change Details Page Indicating the Changes Proposed to an Active Purchase Agreement Version

You can use the More details drawer to view additional attributes you've modified on the header, lines, and price breaks.

Line details Drawer for Purchase Agreement Line Changes

Price break details Drawer for Purchase Agreement Line Price Break Changes

Withdraw and Edit a Purchase Agreement and Change Order

You can now use the Edit action to withdraw and update a change order that is in Pending Approval, Pending Signature Preparation, or Sent for Signature statuses.

Dialog Message When You Edit a Change Order in Pending Approval Status

View Rejection Reason 

You can now conveniently review the rejection comments provided by an approver when a change order is rejected. You can click the Status link to view the rejection comments.

Use the Status Link to View the Rejection Comments for a Rejected Change Order

The change order warning banner now displays the approver comments from a rejected change order.

Change Order Banner Showing the Rejection Reason for a Change Order

Steps to Enable and Configure

You don't need to do anything to enable this feature.

Tips And Considerations

• When you navigate to the Edit Purchase Agreement page for the very first time, a default empty row appears in the Lines tab with attribute values defaulted. You can add a purchase agreement line by updating key information on this row, such as line type, description  category, and price, and then clicking the row-level check mark icon. Subsequently, use the Add button to add a new line.
• Always use the Add button to add a new price break.
• When you cancel a change order line after modifying the line, the changes are reverted to the last approved state after saving the change order.
• You can view the translations for item attributes, such as long description, manufacturer, alias and comments, on an agreement line depending on the value of the Profile: Load items in all languages (PO_LOAD_ITEMS_IN_ALL_LANGUAGES) profile option.
• The Details icon on the Change Details page is only enabled for modified lines. It is disabled for canceled lines and for lines newly added to a change order.
• Clicking the View Change Details action will implicitly save the changes and take you to the Change Details page.
• The Supplier Customer Service Representative role has been assigned necessary data security policies to allow supplier users to upload attachments on purchase agreement changes. When using custom roles, create these new data security data policies:
  • Application Attachment
    • Data Resource: FND_ATTACHED_DOCUMENTS
    • Actions to be granted: Delete Attachment, Download Attachment, Read Attachment, Update Attachment, Delete, Read, Update
    • Condition: ENTITY_NAME should be PO_PA_HEADERS, PO_PA_LINES or PO_PA_PRICE_BREAKS
    • Enter Start date (mandatory) and End date (optional) to define when the data security policy will be in force.
  • Application Attachment Category
    • Data Resource: FND_DOCUMENT_CATEGORIES
    • Actions to be granted: Read Application Attachment, Update Application Attachment, Delete, Delete Application Attachment, Read, Update
    • Condition: Access the application attachment for table FND_DOCUMENT_CATEGORIES for the purchase document category including from supplier
    • Enter Start date (mandatory) and End date (optional) to define when the data security policy will be in force.
• You can only view attachments that are categorized as "To Supplier", "From Supplier", or "Miscellaneous."
• You can only add attachments that are categorized as "From Supplier" in the Lines and Agreements Details tab.
• To access contract terms on purchase agreements, you must enable the Enable Contract Terms in Oracle Fusion Procurement opt in available under the Procurement Contracts functional area within the Procurement offering if it's not already enabled.
• Extensibility support has been added to all the attributes on change order related Redwood pages.
• These features aren't supported in this release:
  • Upload Lines for Purchase Agreement Line
  • Update All Lines for Consignment Agreement

Key Resources

• To enable Redwood for Purchasing, see the Getting Started with Redwood in Purchasing topic on the SCM Resource Center in Customer Connect.
• For an overview of product management search, refer to the Overview of Product Management Search topic.
• To know how to set up data security for item classes, refer to the Set Up Data Security for Item Classes topic.
• For details on acknowledging purchase agreement or change order as supplier using a Redwood page, refer to the Redwood: Acknowledge Purchase Agreements and Change Orders feature, available in Oracle Fusion Cloud Procurement What's New, update 26A.
• For details on managing purchase agreements as supplier using a Redwood page, refer to the Redwood: Manage Purchase Agreements as a Supplier feature, available in Oracle Fusion Cloud Procurement What's New, update 25D. 
• For details on viewing purchase agreements as supplier using a Redwood page, refer to the Redwood: View Purchase Agreements as a Supplier feature, available in Oracle Fusion Cloud Procurement What's New, update 25D. 
• For details on contract terms in purchase agreement using a Redwood page, refer to the Redwood: Manage Contract Terms on Purchasing Documents feature, available in Oracle Fusion Cloud Procurement What's New, update 25D.
• For details on item attributes translation support, refer to the Considerations for Translating Agreement Lines Through Agreement Loader feature, available in Oracle Fusion Cloud Procurement What's New, update 24B.
• 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

Users who are assigned a configured job role that contains these existing privileges can access this feature:

• Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)
• Cancel Purchase Agreement (PO_CANCEL_PURCHASE_AGREEMENT_PRIV)
• Create Blanket Purchase Agreement Line (PO_CREATE_BLANKET_PURCHASE_LINE_PRIV)
• View Product Management Search (EGP_VIEW_PRODUCT_MGT_SEARCH_PRIV)
• Get Search View REST (EGP_GET_SEARCH_VIEW_REST_PRIV)
• GET Product Management Index REST (EGP_GET_PM_INDEX_REST_PRIV)

Users who are assigned a configured job role that contains this existing privilege can drill down on the purchase order link under the Life Cycle tab.

• Search Purchase Order as Supplier (PO_SEARCH_PURCHASE_ORDER_SUPPLIER_FACING_PRIV)

Users who are assigned a configured job role that contains this existing privileges can review contract terms present on all agreement pages:

• View Contract Terms - OKC_VIEW_CONTRACT_TERMS_AND_CONDITIONS_PRIV