1. Implementing Manufacturing and Supply Chain Materials Management
  2. Electronic Signatures and Electronic Records Setup

Electronic Signatures and Electronic Records Setup

Use the Oracle Fusion Cloud E-Signatures and E-Records setup tasks to specify the supply chain management transactions types for which e-signature approvals are required. You can also specify the users with approval permissions, and set up the approval process flows to be followed.

Enable the Electronic Records and Electronic Signatures Feature

The e-signatures and e-records feature is disabled by default. When enabled, the e-signature approval process is initiated and approvers are required to authenticate transactions.

You can enable E-signatures and E-records using the Manufacturing and Supply Chain Materials Management or the Product Management offering.

To enable the e-signatures and e-records feature using the Manufacturing and Supply Chain Materials Management offering:

  1. In the Setup and Maintenance work area, right-click the Facilities functional area, and select Change Feature Selection. The Edit Features: Facilities page opens.

  2. For the Capture Electronic Records and Electronic Signatures for SCM Transactions feature, select the check box in the Enable column.

To enable the e-signatures and e-records feature using the Product Management offering:

  1. In the Setup and Maintenance work area, right-click the Item Organizations functional area, and select Change Feature Selection. The Edit Features: Item Organizations page opens.

  2. For the Capture Electronic Records and Electronic Signatures for SCM Transactions feature, select the check box in the Enable column.

Set Up Electronic Records and Electronic Signatures

Before beginning setup, for each of your inventory organizations, determine the transactions that require e-signatures, and the business events that initiate the e-signature process. You must also identify the list of approvers and any rules that you would like to set up for the workflow.

You can set up e-signatures and e-records using the Manufacturing and Supply Chain Materials Management or the Product Management offering.

To set up e-signatures and e-records using the Manufacturing and Supply Chain Materials Management offering:

  1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering

  2. Click Setup, and select the Facilities functional area. The tasks to set up e-signatures and e-records display.

To set up e-signatures and e-records using the Product Management offering:

  1. In the Setup and Maintenance work area, select the Product Management offering

  2. Click Setup, and select the Item Organizations functional area. The tasks to set up e-signatures and e-records display.

Note: Select All Tasks in the Show field to view all the tasks available for a functional area.

The following table lists the tasks available to set up e-signatures and e-records.

Setup Task

Description

Configure Electronic Signature Preferences

You can specify the supply chain management transactions for which to use e-signatures and e-records.

Manage Task Configurations for Supply Chain Management

You can specify the workflow to be followed to approve a supply chain management transaction.

Manage Approval Groups

You can specify the approvers for a supply chain management transaction workflow.