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P Card Test

1. Run the "Import Orders" scheduled process to import purchase orders in bulk from an external system. 2. This process requires the ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB role or PO_IMPORT_PURCHASE_ORDER_PRIV privilege. 3. The PO_BYPASS_PURCHASE_ORDER_APPROVAL_PRIV privilege is also required if needing to bypass approval workflows during import.

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114 views

P Card Test

1. Run the "Import Orders" scheduled process to import purchase orders in bulk from an external system. 2. This process requires the ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB role or PO_IMPORT_PURCHASE_ORDER_PRIV privilege. 3. The PO_BYPASS_PURCHASE_ORDER_APPROVAL_PRIV privilege is also required if needing to bypass approval workflows during import.

Uploaded by

Tom Robert
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to Configure Procurement Card ( P-CARD) For Purchase Requisitions?

(Doc ID
2713492.1)

Here are example steps to create a P-CARD - This has to be done in Financials:

 1. Launch the application


 2. Click on Expenses tab
 3. Click on "Manage Credit Card (Manage Card Program, Card Issuers, 
Corporate Cards, Card Expense Type Mapping" link
 4. Navigate to Manage Corporate Cards page by clicking on Manage
Corporate Cards link.
 5. Click on create Icon
 6. Choose the Card Program as Procurement Card
 7. Select the Company Number
 8. Enter the Corporate Card Number
 9. Select the Employee name as "XXXXX"
 10. Enter the name of the card and Click on Save/ save and Close
User setting this up should have Implementation Consultant role 
How to define a Credit Card Program in Fusion Expenses (Doc ID 1348863.1)

From Procurement perspective, there is no config for the P-card field to do in


SSP. If the preparer has any p-cards that are eligible to be used, then it
should be available.
An Employee Procurement Card is available in the Procurement Card drop-down if
ALL of the following are true:

 - The Procurement Card belongs to the preparer.


 - The Procurement Card belongs to a card program of type
PROCUREMENT.
 - The Procurement Card is not expired. (expiration date > current date)
 - The Procurement Card is active. (inactive date >= current date)
 - The Procurement Card’s card program is active. (inactive date >=
current date)

Setup P-Card having Company Pay Option in fusion expense (Doc ID 2532513.1)

How to setup P-Card with company pay option for P-card?


What I could see is the employee pay default feature where employer pay to employee for
procurement card and employee pay to procurement card company.
Ans: There is NO Option available to set up a P-Card with Company Pay option.
P-card through fusion expense feature is fully not available to use for customers and is in
pipeline for development.

As a workaround,leverage procurement card transactions by creating a corporate card program


for Travel card and uploading the transactions there.Then you can setup Travel card program
for P-card needs to be configured as 'Company Pay

P-Card setup and transactions:


P-CARD (Procurement Card) SETUP AND
TRANSACTION FLOW STEPS
P-CARD (Procurement Card) SETUP AND
TRANSACTION FLOW STEPS
P-CARD SETUP AND FLOW STEPS

PREREQUISITE  : 1)I-Procurement setup should exist in the Instance


                                    I-Procurement Set-Up Docs

STEP 1: Create a SQL*Loader program that uses the flat file provided by the card issuer
containing         the credit card transaction details you want to transfer into the 
AP_EXPENSE_FEED_LINES_ALL table.

STEP 2: Define the card issuer as a supplier.


              Navigation: Oracle Payable Super User--> Suppliers--> Entry.

STEP 3: Create Credit Card Code


              Navigation: Oracle Payable Super User--> Setup--> Credit Cards--> Procurement
Card-->   Code Sets .
STEP 4: Define Credit Card Programs
               Navigation: Oracle Payable Super User--> Setup--> Credit Cards--> Card Programs

STEP 5: Define the GL Account Sets


              Navigation: Oracle Payable Super User--> Setup--> Credit Cards-->Procurement
Card-->       GL Account Sets.
STEP 6: Define the Credit Card Profile
              Navigation: Oracle Payable Super User--> Setup--> Credit Cards-->Procurement
Card--> Profiles.

STEP 7: Select the Procurement Card check box to indicate that the supplier site is P-Card
enabled.

STEP 8: Set the Profile Options: 


PO: Use P-Cards in Purchasing

STEP 9: After that upload the data through the SQL Loader Program, then run the                  
"Procurement Card Transaction Validation Program" Request.
 Navigation: Payable Super User--> View--> Request
STEP 10: Run the other Requests:
Navigation: Payable Super User--> View--> Request "Create Procurement Card Issuer
Invoice"
  "Payables Open Interface Import with source" 
Source Parameter as  "PCARD"

How to import clauses using FBDI in Fusion

How to import Contract Terms and Conditions using FBDI Import Management?

Currently Import Management (standard uploading functionality) does not support import
contract terms and conditions, (the clauses to a contract). Users can import clauses, values
sets, and manual user variables from external sources into the Contract Terms Library by
importing the data from an XML file.

Office Documentation:
https://docs.oracle.com/en/cloud/saas/sales/22b/fascc/how-you-import-clauses-into-the-
contract-terms-library.html

How to Export & Import Contract Clauses Bulk?

Navigation: Contract Management > Terms Library > Clauses

What are the steps to migrate all the contract clauses from one environment to
another.
 
SOLUTION

The only way to import clauses is through XML, but I am giving you some information
that can ease your work:

1. Steps on how to generate an XML file for existing clauses, to then use for the import:
1. Run the following SQL script against the DB to export the Clause information

SELECT DISPLAY_NAME,
ARTICLE_INTENT,
A.ARTICLE_LANGUAGE,
ARTICLE_TYPE,
ARTICLE_STATUS,
ORG_ID,
ARTICLE_DESCRIPTION,
ADDITIONAL_INSTRUCTIONS,
PROVISION_YN,
GLOBAL_YN,
LOCK_TEXT,
INSERT_BY_REFERENCE,
REFERENCE_SOURCE,
REFERENCE_TEXT,
DEFAULT_SECTION,
ARTICLE_TEXT,
START_DATE,
END_DATE,
AV.ATTRIBUTE_CATEGORY,
AV.ATTRIBUTE1,
AV.ATTRIBUTE2,
AV.ATTRIBUTE3,
AV.ATTRIBUTE4,
AV.ATTRIBUTE5,
AV.ATTRIBUTE6,
AV.ATTRIBUTE7,
AV.ATTRIBUTE8,
AV.ATTRIBUTE9,
AV.ATTRIBUTE10,
AV.ATTRIBUTE11,
AV.ATTRIBUTE12,
AV.ATTRIBUTE13,
AV.ATTRIBUTE14,
AV.ATTRIBUTE15,
ARTICLE_TYPE,
ARTICLE_DESCRIPTION,
END_DATE,
INSERT_BY_REFERENCE,
ADDITIONAL_INSTRUCTIONS,
ARTICLE_NUMBER,
PROVISION_YN,
START_DATE,
ARTICLE_TITLE,
ARTICLE_TEXT
FROM OKC_ARTICLES_ALL A, OKC_ARTICLE_VERSIONS AV
WHERE A.ARTICLE_ID = AV.ARTICLE_ID

2. You use the information generated in point 1 and follow the steps in the
documentation to create your XML:

Importing Clauses From an XML File -


https://docs.oracle.com/en/cloud/saas/procurement/20a/fasca/setting-up-contract-
terms-and-clause-library-configurations.html#FASCA165341

Understanding Fusion Enterprise Contracts Data Import (Doc ID 2151576.1) - here you
can find a sample
 

Spend Classification
Use “Start Spend Classification scheduled process to begin the process of classifying spend data

When to Use
Use this process periodically when you want to classify the different types of spend
transactions. Submit the scheduled process to classify spend data, without having to
navigate to the spend classification work area.

Role:
 Procurement Data Analyst
(ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
Privilege:
 POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV
 POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV
 POI_SPEND_CLASSIFICATION_WORKAREA_PRIV

Import po’s
Use the Import Orders scheduled process to import purchase orders

Privileges Required
Verify that you have the following role or privilege:

Role:
 ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB

Privilege:
 PO_IMPORT_PURCHASE_ORDER_PRIV

 PO_BYPASS_PURCHASE_ORDER_APPROVAL_PRIV (required for bypassing


approvals)

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