Jamal’s Procurement

Contents

Purchasing

Supplier Model

Supplier Qualification Management

Procurement Contracts

Sourcing

Self Service Procurement

Document Prepared By

Dudekula Jamal
Functional Consultant | Oracle Procurement Cloud
jamaldudekula520@gmail.com
linkedin.com/in/dudekulajamal

Release Version: Oracle Fusion Cloud 25C

Type: Feature Summary & Access Requirements

Scope: Redwood UI Enhancements and Privilege Mapping

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Purchasing

Redwood: Use Additional Capabilities When Processing Requisition Lines as a Buyer

You can now process requisition lines into a negotiation using a Redwood experience. This
update enhances buyer capabilities by allowing users to split, return, or reassign requisition
lines. You can also add lines to existing staged documents or select suppliers based on past
purchases.

Process Requisition Lines into Negotiation

Buyers can now process requisition lines into a new or existing negotiation, not just purchase
orders. When eligible requisition lines are selected and staged, the system defaults the sourcing
method to Initiate negotiation under the following conditions:
• One or more lines require a negotiation
• Lines belong to multiple requisitioning BUs
The system automatically applies values in the Action section for:
• Negotiation Template – From Manage Negotiation Styles
• Group Lines – Based on Procurement Business Function setup

Staged Document to Create a New Negotiation

You can switch the Action Type from New Negotiation to Existing Negotiation, if the relevant
feature is enabled.

Note: Only negotiations in Draft, Submitted, Preview, or Active status can be selected for
amendment.

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Staged Document to Add Lines to Existing Negotiation

After publishing, the system submits a background job. Use the Action Status tab to monitor
the process and retrieve the negotiation number.

View Process Status and Outcome

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Switch Between Sourcing Methods

You can toggle between Place Order and Initiate Negotiation at any point before publishing
the staged document. Use the Split action to divide a requisition line by quantity or amount.

Split Requisition Line

Split Requisition Line Drawer

Return Requisition Lines

Return requisition lines to the preparer if further clarification is needed. Add a reason for return
in the drawer.

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Return Requisition Line

Reassign Requisition Lines

Reassign one or more lines to another buyer with a reason for reassignment.

Reassign Requisition Line

Document History of Requisition Line

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Add Requisition Lines to an Existing Staged Document

Previously, requisition lines could only be added to new staged documents. Now, you can use
the Add to Staged Document action to add them to an existing draft.

Add Requisition Lines to an Existing Staged Document

Select a Staged Document in Drawer and Click Add to Add Requisition Lines to Stage
Document

Click the select the View staged document link to review the staged document details.

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Select Suppliers from Past Purchases

Use the Suggest alternate suppliers’ option to find suppliers based on purchase history:
• Items purchased
• Orders placed
• Last order date

Suggest Alternate Suppliers Link

Suggest Alternate Suppliers Link

Suppliers are suggested based on past purchases using below hierarchy:
1. Number of items purchased
2. Number of orders placed
3. Last order date

Automatically Stage Lines with Existing Order Outcome

The system now evaluates existing POs and staged documents before creating a new staged
document. If matches are found, requisition lines are automatically added to existing staged
documents.

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Automatically Staged Documents

Review Warnings Before Publishing

If there are warnings, review them and select Publish with warnings to proceed.
Review Warnings and Publish

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View Purchase Order Details in Action Status

Click the Process ID in the Action Status tab to see the generated PO number.
Review Purchase Order Details

View Billing and Attachments

Use View Billing Details to see account/project info, and the Attachments icon to review
supporting documents from both requisitions and staged documents.

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Review Attachments on the Requisitions and Staged Document

You can review the requisition line attachments using the Attachments icon available on the
Requisitions Page and Staged Document Page.
Attachments in Requisition and Staged Document Pages

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Enhancements to Requisition Line Metrics

Requisition metrics are now accessible through clickable KPIs instead of context filters.
Applied filters persist while navigating metrics.
Clickable Requisition Line Metrics

Customize Requisition Page with OTBI KPIs

Admins can add KPIs and visualizations from OTBI to highlight important metrics. Use Edit
Page Layout and Visualization Configurations to manage these.

Add OTBI-Based KPIs and Visualization

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Note: KPIs must be added via:

https://<servername>/fscmUI/redwood/cx-analytics/application/container/dvconfig

Access Requirements
Functionality Required Privilege
View Purchasing PO_VIEW_PURCHASING_WORKAREA_PRIV
Work Area
Process POR_PROCESS_REQUISITION_LINE_PRIV
Requisition Line
Create PO from PO_CREATE_PURCHASE_ORDER_FROM_REQUISITIONS_PRIV
Requisitions
Split Requisition POR_SPLIT_REQUISITION_LINE_PRIV
Line
Return POR_RETURN_REQUISITION_LINE_PRIV
Requisition Line
Reassign POR_REASSIGN_REQUISITION_LINE_PRIV
Requisition Line

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Functionality Required Privilege

Split POR_CHANGE_REQUISITION_LINE_QUANTITY_AS_BUYER_PRI
Quantity/Amoun V
t
Create Supplier PON_CREATE_SUPPLIER_NEGOTIATION_PRIV
Negotiation
Edit Page Layout PO_EDIT_PURCHASING_LANDING_PAGE_LAYOUT_PRIV
Manage System HRC_MANAGE_SYSTEM_SEARCHES_PRIV
Searches
View/Manage ZCA_VIEW/
Data ZCA_MANAGE_DATA_VISUALIZATION_CONFIGURATION_PRIV
Visualizations

Steps to Enable
Run the ESS Job: (Create Index Definition and Perform Initial Ingest to OSCS)
Index: fa-prc-por

Tips & Considerations

• Stage requisitions with different currencies, import sources, or procurement cards
• Return, reassign, or stage multiple lines (job triggered for >5 lines)
• Remove action now skips unstaged lines
• Split not supported for special handling, emergency, or externally managed lines
• Cannot publish special handling requisitions into negotiations
• Negotiation Template LOV is filtered based on BU, type, and creator

Redwood: Manage Purchase Orders as a Supplier

Supplier users can now manage their purchase orders using a Redwood-style experience from
the Oracle Supplier Portal. By selecting the Orders card, suppliers can search, filter,
acknowledge, or initiate changes to purchase orders and schedules directly within the new
interface.
Redwood Manage Purchase Orders as a Supplier

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Search and Filter Purchase Orders

Suppliers can search for POs using keywords like order number, supplier item, or manufacturer
part number. Advanced filters are available to refine results by:
• Order Status
• Order Date
• Sold-to Legal Entity
• Revision Date
You can also switch between Orders and Schedules views while preserving filters and search
criteria.
Additional Filters for Supplier Purchase Orders

Contextual Filters for Specific PO Conditions

Suppliers can use context filters to focus on key scenarios:
• Pending Supplier Acknowledgment – POs needing acknowledgment or with pending
change orders
• Draft Change Orders – Includes change orders in Incomplete, Withdrawn, or Rejected
status
• Overdue – Schedules with due dates that have passed

Contextual Filters for Supplier Purchase Orders

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View Purchase Order Exceptions

Click the warning icon next to an order to view exception details in a side drawer. Examples
of exceptions include:
• Supplier-initiated change orders that were rejected
• Orders that are frozen or past acknowledgment due date
• Overdue schedules

Supplier Purchase Order Exceptions

Supplier Actions on Purchase Orders and Schedules

Depending on permissions and PO status, suppliers can:
• Acknowledge purchase orders or change orders
• Edit or Cancel orders and schedules
• View PO PDFs
Cancel Schedule Action

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Access Requirements
Functionality Required Privilege
Search POs as Supplier PO_SEARCH_PURCHASE_ORDER_SUPPLIER_FACING_PRIV
Run Scheduled Job FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV

Steps to Enable
To enable the Redwood, Manage Purchase Orders page for supplier users:
1. Navigate to Setup and Maintenance > Manage Administrator Profile Values
2. Search for profile:
ORA_PO_SUPPLIER_PORTAL_PURCHASE_ORDERS_REDWOOD_ENABLED
3. Set Profile Value to Yes
4. Click Save and Close
5. Run these ESS jobs: ESS job to create index definition and perform initial ingest to
OSCS
index name:
o fa-prc-po (for Purchase Orders)
o fa-prc-po-schedules (for Purchase Schedules)

Tips and Considerations

• Guided journeys can be configured for the PO search page to assist supplier users with
company-specific policies or tutorials.
• Use Oracle Visual Builder Studio to show/hide fields in the Supplier PO Search page
via custom rules.

Redwood: View Purchase Orders as a Supplier

Suppliers can now view purchase orders using a Redwood-style interface. From the Redwood
Supplier Portal, selecting a purchase order opens a modern, tabbed view where suppliers can
see order summaries, schedule details, lifecycle history, and more. This feature enables easier
navigation and better visibility into order status.
View Order from the Purchase Orders Page for Suppliers

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View Key Order Details

The purchase order page displays key fields such as:
• Buyer name
• Ship-to location (with full address)
• Ordered amount
• Line and schedule status
Users can return to the originating page using the Close button.
View Purchase Order - Key Info and Schedules

Review Schedule Details in Drawer Tabs

Clicking a specific schedule opens a side drawer with tabs:
• Overview – Product details, shipping info, and flexfields
• Notes and Attachments – Schedule-level notes and documents
Only supplier-relevant information is shown. Internal data such as billing or invoicing controls
are excluded.
Schedule Details – Overview

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Schedule Details - Notes and Attachments

Navigate Tabs for Order Life Cycle and History

Just like buyer views, suppliers can explore the PO through these additional tabs:
• Life Cycle – Tracks order, fulfillment, and invoicing progress
• Additional Details – Displays extended PO information
• Order History – Shows changes and actions taken over time

View Purchase Order - Life Cycle

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View Purchase Order - Additional Order Details

View Purchase Order - Order History

Available Actions for Suppliers

Based on permissions and the current order status, suppliers can take the following actions:
• Edit the PO (if permitted)
• Acknowledge the PO or change order
• Cancel the entire PO or individual schedules
• Download PO PDF

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View Purchase Order - Available Document Actions

Cancel Document

Cancel Schedule

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Access Requirements
Functionality Required Privilege
View PO (incl. PDF) PO_VIEW_PURCHASE_ORDER_PRIV
Edit PO PO_CHANGE_PURCHASE_ORDER_PRIV
Acknowledge PO PO_ACKNOWLEDGE_PURCHASE_ORDER_PRIV
Cancel PO or Schedule PO_CANCEL_PURCHASE_ORDER_PRIV
Note: These privileges existed prior to this update.

Steps to Enable
No manual steps are required — this feature is available by default.

Tips and Considerations

• Cancelled schedule status updates may take a moment — refresh the page for latest
info.
• Tables (like those in Life Cycle) support horizontal and vertical scrolling.
• PO lifecycle bars:
o Ordered / Fulfilled = Purchase Price
o Invoiced = Invoice Price
o Expect small discrepancies if prices differ.
• The Life Cycle tab does not show data for:
o Retainage Terms
o Work Confirmations with Progress Payments

Redwood: Acknowledge Purchase Orders and Change Orders

Suppliers and buyers can now acknowledge purchase orders and change orders using the
Redwood-style Acknowledge Purchase Order page. This can be done directly from the
Redwood Purchase Orders page or while viewing a specific order or change order. If using
Redwood-style acknowledgment FYI notifications, supplier approval notifications will also
route to this Redwood acknowledgment page.
Take the Acknowledge Action

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Submit Header and Schedule-Level Responses

On the Redwood Acknowledge Purchase Order page, users can:
• Acknowledge the document at the header level
• Provide individual schedule-level responses
• View the PO PDF
• Review change order details
• Create supplier-initiated change orders (if permitted)

Respond on the Header and Schedule

Acknowledge Orders Pending Supplier Confirmation

If your organization uses the Allow Delivery on Purchase Orders that are Pending Supplier
Acknowledgment feature, both suppliers and buyers can acknowledge even after delivery
begins. This includes support for:
Acknowledging implemented orders

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Acknowledging multiple orders in bulk

Access Requirements
Action Required Privilege
Acknowledge Purchase Orders or
PO_ACKNOWLEDGE_PURCHASE_ORDER_PRIV
Change Orders

Steps to Enable
This feature is available by default. No manual enablement is required.

Tips and Considerations

• If a purchase order requires both document and schedule acknowledgment and all
schedules are rejected, the document is marked as rejected.
• Only header-level responses are allowed for cancellation change orders.
• If a supplier change order is submitted on a PO pending acknowledgment, the
document cannot be acknowledged. The supplier change order must be deleted to
proceed with acknowledgment.
• Use the Action Status page to review the results when acknowledging multiple orders
at once.

Key Resources
Page Feature Reference
Redwood Purchase Orders Manage Purchase Oracle Fusion Cloud Procurement
(Buyer) Orders What's New, 25A
Redwood Purchase Orders Manage POs as a
What's New, 25C
(Supplier) Supplier

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Page Feature Reference

Redwood Approval Configure FYI
What's New, 25C
Notification Notifications

To learn more about the Allow Delivery on Pending Acknowledgment Orders feature, refer
to the "Acknowledge Purchase Order" section in the Oracle Fusion Cloud Procurement: Using
Procurement guide.

Redwood: Create Purchase Order Changes as a Supplier

Suppliers can now make changes to an approved purchase order using a Redwood-style
interface. When you edit a PO, a change order is automatically created, and you can submit
changes across header, line, and schedule levels.
Create Change Order Using the Edit Option on a Purchase Order

Edit a Pending Approval Change Order

If a change order is already pending approval, you can use the Edit action to withdraw and
modify it. A dialog box will confirm the action before the system allows you to proceed.
Dialog Message When You Edit a Change Order in Pending Approval Status

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Change Order – Lines Tab

Use the Lines tab to modify attributes such as:
• Quantity
• Price
• Supplier item
• Change reason
The Action Performed column shows icons indicating:
• Modified (Blue Dot)
• Canceled (Red Icon)
You can also undo cancellation from the More Actions menu.
Edit Change Order Line Using the Row-Level Edit Option

Action Performed Icons in the Change Order Lines Section

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Cancel Button will Cancel the Change Order Line

Undo Cancel Button to Revert Changes on a Change Order Line

Change Order – Schedules Tab

Update the following using the Schedules tab:
• Quantity
• Amount
• Supplier Order Line
• Descriptive flexfields
You can also:
• Split schedules for staggered deliveries
• Cancel, Undo Cancel, or Delete a new schedule

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Edit Change Order Schedules Using the Row-Level Edit Option

Split, Cancel, Undo Cancel, and Delete Row-Level Options on a Change Order Schedule

More Details Drawer

Access the More details drawer from Lines or Schedules to:
• Add or view notes and attachments
• Update additional information specific to the change order

More Details Drawer on the Change Order Line

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Additional Order Details (Header)

In the Additional Order Details tab, you can update:
• Supplier order line
• Supplier contact info
• Payment terms, shipping methods, and related documents (e.g., master contract, source
agreement)
Edit Change Order Header Attributes

After saving, the updated values will appear under Ordered and Amount Changed.

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Ordered and Amount Changed on Change Order Header

Change Order Actions

Available actions while editing a change order include:
• Save
• Submit
• Delete
• Validate
• Cancel
• Save and Close
• View PDF
• Cancel Change Order

Actions on the Edit Change Order Page for Supplier

View Change Orders

From the Redwood Purchase Orders page, you can view change orders and access:
• Line and schedule details
• Additional order information
• Change actions based on status

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Purchase Order Header and Lines on the View Change Order Page

Actions on the View Change Order Page for Supplier

Export to Excel
Click the download icon in the Lines, Schedules, or Distributions tab to export details for
reporting or offline review.
Export to Excel Icon

Customize Column Views

Use the Columns selector to show or hide columns in the Lines and Schedules tabs, and tailor
the page to your preferences.
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Use Column Management to Display Additional Columns

Review Changes with View Change Details

Use the View Change Details action to compare proposed updates against the current approved
purchase order.
Use View Change Details Action

Use Change Details Page

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Access Requirements
Functionality Required Privilege
View Purchase Orders PO_VIEW_PURCHASE_ORDER_PRIV
Change Purchase Orders PO_CHANGE_PURCHASE_ORDER_PRIV
Cancel Purchase Orders PO_CANCEL_PURCHASE_ORDER_PRIV
These privileges were available prior to this update.

Steps to Enable
This feature is enabled by default. However, ensure the following profile option is set to Yes
for supplier access:
• ORA_PO_SUPPLIER_PORTAL_PURCHASE_ORDERS_REDWOOD_ENABLED

Tips and Considerations

• Ordered and Amount Changed fields update after saving
• There's no separate withdrawal option—just use Edit to re-enter and update the order
• Fields can be shown or hidden using Visual Builder Studio
• Submission errors may occur if funding validation fails
• Not supported in this release:
o Supplier Discounts
o Buyer Managed Transportation
o Dual Units of Measure
o Complex Work POs
o Credit Lines
o Special Handling POs

Key Resources
Topic Resource
Manage Purchase Orders as
Redwood: Manage Purchase Orders as a Supplier (25C)
Supplier
Redwood: Acknowledge Purchase Orders and Change
Acknowledge Purchase Orders
Orders (25C)
Add Attachments to Change Redwood: Add Attachments to Purchase Order Changes as a
Orders Supplier (25C)
Extending Redwood Applications using Oracle Visual
UI Extensions
Builder Studio

Redwood: Add Attachments to Purchase Order Changes as a Supplier

Suppliers can now add attachments to purchase order changes using the Redwood
experience. This includes uploading files or URLs at the header, line, or schedule level.

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Attachments provide clear documentation and improve communication with buyers. To add
attachments, you must first create a change order on the purchase order.

Add Header-Level Attachments

Go to the Additional Order Details tab on the change order header. As a supplier, you can
only select the ‘From Supplier’ category when adding attachments.
Attachments Added on Purchase Order Header

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Add Line-Level Attachments

In the Lines tab, use the More details drawer to add attachments specific to that purchase order
line.
Add Attachments on Purchase Order Line Using the More Details Drawer

Add Schedule-Level Attachments

Similarly, use the More details drawer within the Schedules tab to attach documents or URLs
to individual schedules.
Add Attachments on Purchase Order Schedule Using the More Details Drawer

View and Download Attachments

Click the download icon to download or preview attachments. Each attachment includes the
username of the user who added it and the last updated date for traceability.

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Use Download Icon to Download Attachments

View Line Attachments Using the More Details Drawer

Access Requirements
Functionality Required Privilege
View Purchase Orders PO_VIEW_PURCHASE_ORDER_PRIV
Change Purchase Orders PO_CHANGE_PURCHASE_ORDER_PRIV
Cancel Purchase Orders PO_CANCEL_PURCHASE_ORDER_PRIV
These privileges were available prior to this update.

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Steps to Enable
This feature is enabled by default — no opt-in required.

Tips and Considerations

• The Supplier Customer Service Representative role includes the necessary data
security policies to upload attachments.
• If you're using custom roles, be sure to add the following data security policies:
1. Application Attachment:
• Data Resource: FND_ATTACHED_DOCUMENTS
• Actions: Delete Attachment, Download Attachment, Read Attachment, Update
Attachment, Delete, Read, Update
• Condition: ENTITY_NAME = PO_HEADERS, PO_LINES, or
PO_LINE_LOCATIONS
2. Application Attachment Category:
• Data Resource: FND_DOCUMENT_CATEGORIES
• Actions: Read, Update, Delete Application Attachment
• Condition: CATEGORY_NAME = FROM_SUPPLIER
Remember to enter a Start Date (required) and End Date (optional) for each policy.

Key Resources
Topic Resource
Create PO Changes Redwood: Create Purchase Order Changes as a Supplier (25C)
Extend Pages Extending Redwood Applications using Oracle Visual Builder Studio

Redwood: Search, Filter, and Review Purchase Orders Using Additional Attributes
The Redwood Purchase Orders page now supports additional attributes and filters to search,
review, and manage purchase orders and schedules more efficiently. These enhancements
provide users with improved visibility and more refined search capabilities.

Newly Supported Attributes

You can now search, filter, or view new order and schedule-level fields using Filters, Column
Manager, or Keyword Search. Here is a summary of the additional attributes now available:

Additional Order Attributes Table

Column
Attribute Level Keyword Filter Filter Group
Manager
Revision Date Order – Yes Order Details Yes
Order Date Order – Yes Order Details Yes
Life Cycle Order & Schedule – – – Yes
Supplier Contact Order – – – Yes
Supplier Order Order Yes – – Yes

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Column
Attribute Level Keyword Filter Filter Group
Manager
Credit Order – – – Yes
Discount Order – – – Yes
Master Contract Order & Schedule – – – Yes
Change Order
Order – – – Yes
Date
Acknowledgment
Order – Yes Order Details Yes
Due Date
Pending
Order – Yes Order Details –
Acknowledgment
Shipping Method Order & Schedule – – – Yes
Confirming
Order – – – Yes
Order
Attachments Order & Schedule – – – Yes
Country of Origin Schedule – – – Yes
Base Model Schedule Yes – – Yes
Work Order Schedule Yes Yes Line Details Yes
Product Schedule – Yes Line Details Yes
Negotiation Schedule – – – Yes
Pricing UOM Schedule – – – Yes
Invoiced
Schedule – – – Yes
Quantity
Invoiced Amount Schedule – – – Yes
Received
Schedule – – – Yes
Quantity
Received
Schedule – – – Yes
Amount
Requested Ship
Schedule – – – Yes
Date
Promised Ship
Schedule – – – Yes
Date
Consignment
Schedule – Yes Line Details Yes
Line
Retainage Schedule – – – Yes
Retainage
Schedule – – – Yes
Released

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Column
Attribute Level Keyword Filter Filter Group
Manager
Customer Sales
Schedule Yes – – Yes
Order
Cost Center Schedule Yes Yes Billing –

Access Requirements
Functionality Required Privilege
View PO Work Area PO_VIEW_PURCHASING_WORKAREA_PRIV
Search Purchase Orders PO_SEARCH_PURCHASE_ORDER_PRIV
These privileges were available prior to this update.

Steps to Enable
This feature is automatically enabled. No setup is required.

Tips and Considerations

• Use the Filters button on the Redwood page to access new filter options.
• New attributes are not visible by default in seeded views.
• Administrators can expose these fields for all users using business rules.
• End users can choose which columns to display using the Column Manager.

Key Resources
Topic Resource
Manage Purchase Orders Redwood: Manage Purchase Orders (25A)

Redwood: View Approvers for Purchase Orders and Change Orders

You can now view approvers for purchase orders and change orders that are pending
approval directly from multiple Redwood pages. This action, previously available only on Edit
Purchase Order and Edit Change Order pages, is now also available from:
• Purchase Orders page
• View Purchase Order page
• View Change Order page
This enhancement provides quicker access to approver information for supplier or buyer users
tracking approval progress.
View Purchase Order Approvers

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Access Requirements
Functionality Required Privilege
View PO Work Area PO_VIEW_PURCHASING_WORKAREA_PRIV
View Purchase Order PO_VIEW_PURCHASE_ORDER_PRIV
These privileges were already available before this update.

Steps to Enable
This feature is automatically available — no configuration is required.

Tips and Considerations

• For orders or change orders that are already approved, you can still view the approver
details in the Order History tab.
• This feature helps in auditing and follow-up by making approval visibility more
accessible across the Redwood pages.

Key Resources
Topic Resource
Manage Purchase Orders Redwood: Manage Purchase Orders (25A)
View Purchase Orders Redwood: View Purchase Orders (25A)
Create/Edit Purchase Orders Redwood: Create and Edit Purchase Orders (25A)

Redwood: Review Purchase Order Changes as a Buyer

Buyers can now review proposed changes to a purchase order using the Change Details page
in the Redwood UI. This helps users verify exactly what’s been modified in the current version
of a change order, improving visibility and control over procurement updates.
You can access this page by selecting the View Change Details action while editing a change
order.
View Change Details Action on the Edit Change Order Page

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Change Details Page Highlighting Changes Proposed in Change Order Version 1

Use the More Details Drawer for Deeper Insight

While on the Change Details page, the More Details drawer provides access to additional
modified attributes at the:
• Line level
• Schedule level
• Distribution level
This view supports improved tracking of more granular changes made during a revision.
More Details Drawer for Purchase Order Line Changes

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More Details Drawer for Purchase Order Schedule Changes

More Details Drawer for Purchase Order Distribution Changes

Steps to Enable
This feature is automatically available and does not require manual setup.

Access Requirements
Functionality Required Privilege
View PO Work Area PO_VIEW_PURCHASING_WORKAREA_PRIV
Change Purchase Order PO_CHANGE_PURCHASE_ORDER_PRIV
These privileges were already available prior to this update.

Tips and Considerations

• The More Details icon only appears for modified lines — it is hidden for:
o Canceled lines
o Newly added lines

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• Selecting View Change Details implicitly saves the current change order draft.
• You can configure Guided Journeys on the Change Details page to provide users with:
o Tutorials
o Policy links
o Best practices

Key Resources
Topic Resource
Create/Edit Purchase
Redwood: Create and Edit Purchase Orders (25A)
Orders
Create/Edit Change Orders Redwood: Create Purchase Order Changes as a Buyer (25B)
Extending Redwood Applications using Oracle Visual Builder
Extend Redwood Pages
Studio

Redwood: Create and Edit Purchase Orders for Project-Related Expenses

You can now create and edit purchase orders that charge costs to project-related expenses
using the Redwood interface. Project attributes can be entered and updated directly within the
Purchase Order Distribution Details and Change Order Distribution Details drawers.
This feature enables accurate cost allocation to sponsored and non-sponsored projects,
improving compliance and cost tracking.

Track Sponsored Project Information

While editing a purchase order or change order, you can capture key project costing
attributes:
• Project Number
• Task Number
• Expenditure Item Date
• Expenditure Type
• Expenditure Organization
• Contract Number (for sponsored projects only)
• Funding Source (for sponsored projects only)

Sponsored Projects

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Non-Sponsored Projects

Note: Contract Number and Funding Source are automatically hidden when the project is non-
sponsored.

Configure Dependent Project LOVs

You can configure list-of-values (LOVs) for project fields to depend on other criteria like:
• Purchase Category
• Business Unit
• Destination Type
This helps ensure users select valid project data aligned with organizational rules.

Distribute Project Costs Automatically

If using award-based projects with predefined funding patterns (configured by grant admins),
use the Distribute Project Costs action to apply those patterns automatically.
• If Contract Number and Funding Source are blank and funding patterns exist,
distribution is automated.
• If no pattern is found, you'll need to manually fill in the fields.

Distribute Project Costs Action on the Purchase Order

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View Cost Distribution Results

After distributing project costs, you can review the results:
• Use the View Results link for a consolidated summary
• Review individual line distributions for accuracy

View Distribute Project Costs Results

Handle Distribution Errors

If project costs fail to distribute (e.g., due to missing required values), the system will show an
error when you try to submit the PO.
• Use the View Results link to inspect the failure reason
• After fixing errors, rerun the Distribute Project Costs process

View Distribute Project Costs Failure Results

Access Requirements
Functionality Required Privilege
View PO Work Area PO_VIEW_PURCHASING_WORKAREA_PRIV
Create Purchase Orders PO_CREATE_PURCHASE_ORDER_PRIV

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Functionality Required Privilege

PO_CREATE_PURCHASE_ORDER_FROM_REQUISI
Create PO from Requisitions
TIONS_PRIV
Change Purchase Orders PO_CHANGE_PURCHASE_ORDER_PRIV
PJC_DISTRIBUTE_AWARD_PROJECT_COSTS_AN
View Cost Distribution Results
D_QUANTITIES_PRIV
All of these privileges existed prior to this update.

Steps to Enable
This feature is enabled automatically — no setup required.

Tips and Considerations

• Project-related data entry is not supported for non-expense destinations
• You can associate a Master Contract with draft or open purchase orders when the
respective feature is enabled
• Reduces manual splitting and increases accuracy of award cost tracking for both
internal and external funding

Key Resources
Topic Resource
Create/Edit Purchase Orders Redwood: Create and Edit Purchase Orders (25A)
Create Change Orders Redwood: Create Purchase Order Changes as a Buyer (25B)

Redwood: Freeze a Purchase Order and Firm Schedules While Viewing Purchase Orders
Buyers can now freeze or unfreeze purchase orders and firm or undo firm schedules
directly from the Redwood View Purchase Order page. This simplifies PO control by
eliminating the need to navigate back to the main Purchase Orders page for these actions.

Order-Level Actions
While viewing a single purchase order, and depending on its status, you can perform the
following actions are Freeze and Unfreeze. These controls are now accessible under the Order
Actions menu within the View Purchase Order page.
Order Actions

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Schedule-Level Actions
From the same page, you can manage individual schedules using:
• Firm Schedule
• Undo Firm Schedule
These actions are found under the Schedule Actions menu.
Schedule Actions

Access Requirements
Functionality Required Privilege
Freeze/Unfreeze Purchase Orders PO_FREEZE_PURCHASE_ORDER_PRIV
No additional privileges are required to firm or undo firm schedules.

Steps to Enable
This feature is enabled by default — no opt-in or setup is required.

Tips and Considerations

• After firming or freezing actions, the schedule status update may be delayed. Refresh
the View Purchase Order page to see the latest status.
• Firming schedules or freezing orders directly from the PO detail view provides faster,
more intuitive management for buyers handling complex orders.

Key Resources
Topic Resource
Effects of freezing a PO What happens if I freeze a purchasing document?

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Redwood: Prepare and Manage Electronic Signature for Purchase Orders

Buyers can now prepare purchase orders or change orders for electronic signature and
manage the signature process using the Redwood interface integrated with DocuSign. This
streamlines the procurement approval process by allowing digital signatures directly within the
Redwood Purchase Orders workflow.
Prepare for Signature
From the Redwood Purchase Orders page, select a purchase order or change order in Pending
Signature Preparation status. Then, use the Prepare for Signature action to initiate the
process in DocuSign.
Prepare a Purchase Order for Signature

After preparing the document, send it to the required signers via DocuSign.

Manage Signature Process

For purchase orders in Sent for Signature status, use the Manage Signature action to:
• Correct signer details or envelope info
• Void documents
• View envelope history in DocuSign
Manage a Purchase Order Sent for Signature

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Track Signature History

Once all signatures are complete in DocuSign, the PO moves to Open status. Buyers can view
signature history by selecting Request Signature in the Order History tab.
Purchase Order History

Steps to Enable
This feature requires manual opt-in and Procurement Contracts to be implemented.
1. Opt In via Setup and Maintenance:
• Navigate to Setup and Maintenance > Procurement Offering
• Click Change Feature Opt In
• Under Procurement Contracts, click the Edit icon
• Enable: Electronic Signature for Procurement Documents

Edit Procurement Contracts Features

2. Configure Electronic Signature Settings:

• Still in Setup and Maintenance, under Procurement Contracts:
o Open: Configure Electronic Signature for Procurement Documents
o Select DocuSign as the provider
o Enter: User ID, Account ID, and URLs
o Click Save and Close

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Configure Electronic Signature for Procurement Documents

Tips and Considerations

• Signature actions are available from:
o Redwood Purchase Orders page
o View Purchase Order page
o View Change Order page
• POs requiring signature have the Requires Signature checkbox enabled in the
Additional Order Details tab.
• DocuSign OAuth 2.0 consent must be granted once per user.
• Document limits:
o Max file size: 25MB
o Max page count: 2,000 pages per document
• Signature history:
o Owners and recipients can use Request Signature link in Order History
o Other users see signature data in the PO PDF, if they have access
• Ensure the buyer's email is added to the DocuSign admin account for access.

Key Resources
Topic Resource
Configure Electronic Electronic Signature section, Oracle Fusion Cloud Procurement:
Signatures Implementing Procurement guide
Sign POs using Sign Purchasing Documents section, Oracle Fusion Cloud
DocuSign Procurement: Using Procurement guide

Redwood: Perform Funds Check and View Detailed Funds Check Results as a Buyer
Buyers can now check for funds availability and view detailed results of the funds check
process when editing purchase orders in the Redwood experience. This ensures greater
visibility into budget impacts before submitting purchase orders for approval.

Perform Funds Check

To perform a funds check, use the Check Funds action from the Redwood Purchase Order
page.

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Check Funds Action

When successful, the system automatically reserves funds upon PO submission or approval,
depending on the configuration of the requisitioning business unit and business function.
Funds Check Successful After Performing Check Funds Action

Funds Check Failed After Performing Check Funds Action

Funds Check Warning After Performing Check Funds Action

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View Funds Check Results

Click the View Details link to open a results drawer showing:
• Impacted control budgets
• Causes of failure
• Actions needed to resolve issues (e.g., insufficient funds or closed budget periods)

View Funds Check Results Drawer

Request Funds Override

If the PO fails the funds check, and the control budget allows overrides, you can submit a
Funds Override request with a justification.
Purchase Order Submission with Funds Override Justification

The request is routed for approval. Once approved, funds will be reserved, and the PO can
proceed.

Access Requirements
Functionality Required Privilege
Request Funds
XCC_REQUEST_BUDGETARY_CONTROL_OVERRIDE_PRIV
Override

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Functionality Required Privilege

View PO Work
PO_VIEW_PURCHASING_WORKAREA_PRIV
Area
Change Purchase
PO_CHANGE_PURCHASE_ORDER_PRIV
Order
Create Purchase
PO_CREATE_PURCHASE_ORDER_PRIV
Order
Create PO from
PO_CREATE_PURCHASE_ORDER_FROM_REQUISITIONS_PRIV
Requisitions
Check Funds XCC_CHECK_FUNDS_PRIV
View Funds
XCC_VIEW_FUNDS_AVAILABLE_PRIV
Available
All privileges were available prior to this update.

Steps to Enable
This feature is enabled by default — no opt-in is necessary.

Tips and Considerations

• A funds check automatically runs on PO submission. If it fails, the PO cannot proceed
without resolution or an approved override.
• The Check Funds action is only visible if:
o You have the XCC_CHECK_FUNDS_PRIV privilege
o The requisitioning BU is enabled for budgetary control
• The funds check results drawer is only available if you also have the
XCC_VIEW_FUNDS_AVAILABLE_PRIV privilege.

Key Resources
Topic Resource
Create/Edit POs in
Redwood: Create and Edit Purchase Orders (25A)
Redwood
Budgetary Control
Overview of Budgetary Control and Encumbrance Accounting
Overview
PO Funds Reservation Funds Reservation for a Purchase Order
Funds Override for POs Funds Override for Purchase Orders
Extending Redwood Applications using Oracle Visual Builder
Extend Pages
Studio

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Redwood: Specify Tax-Determinant Values on Purchase Orders as a Buyer

Buyers can now manually override tax-determinant attribute values while editing purchase
orders in the Redwood interface. This improves tax accuracy and allows greater flexibility
based on business requirements and jurisdictional rules.
You can update these values at both the header level and schedule level of a purchase order or
change order.

Header-Level Tax Attributes

Override tax-determinant values such as Taxation Country at the purchase order header.
Specify Values for Tax-Determinant Attributes on the Header

Schedule-Level Tax Attributes

Set or override attributes like Tax Classification Code, Final Discharge Location, or other
tax-relevant fields on each schedule line.
This also applies to change orders, where updates can be made at the schedule level.
Specify Values for Tax-Determinant Attributes on the Schedule

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Tax-Determinant Attribute Values on Schedule of a Change Order

Access Requirements
Functionality Required Privilege
View PO Work
PO_VIEW_PURCHASING_WORKAREA_PRIV
Area
Create Purchase
PO_CREATE_PURCHASE_ORDER_PRIV
Orders
Create PO from
PO_CREATE_PURCHASE_ORDER_FROM_REQUISITIONS_PRIV
Requisitions
Change Purchase
PO_CHANGE_PURCHASE_ORDER_PRIV
Orders
These privileges were available prior to this update.

Steps to Enable
This feature is enabled automatically — no manual opt-in is required.

Tips and Considerations

• Header-level tax attributes are hidden by default. Use Oracle Visual Builder Studio
business rules to make them visible.
• Schedule-level attributes must be enabled via the Column Manager on the schedules
table.
• You can configure conditional display rules — for example, only show Final
Discharge Location for specific requisitioning business units.

Key Resources
Topic Resource
Create/Edit POs Redwood: Create and Edit Purchase Orders (25A)
Create/Edit Change
Redwood: Create Purchase Order Changes as a Buyer (25B)
Orders
Extending Redwood Applications using Oracle Visual Builder
Extend Redwood Pages
Studio

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Redwood: View Recent Agreements from the Purchasing Landing Page

With this update, buyers can now view their most recently accessed purchase agreements
directly from the Redwood Purchasing landing page. Previously, this page only displayed
recent purchase orders.

Access the Purchasing Landing Page

You can access the landing page by selecting the Purchasing tile from the Redwood homepage.
Tile to Access Purchasing Landing Page

New Scorecard for Recent Purchase Agreements

The landing page now includes a new Agreements scorecard, listing up to 25 recent purchase
agreements. These agreements are added when users:
• View the agreement
• Open the PDF
• Duplicate the agreement

New Agreements Scorecard on Landing Page

Note: In this update, the agreement number is not clickable.

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Quick Actions Panel

The Quick Actions panel remains available, offering fast access to commonly used tasks. You
can personalize it using the View all actions link, which allows you to pin your favourite
actions.
Quick Actions

Access Requirements
Functionality Required Privilege
View Purchasing Work
PO_VIEW_PURCHASING_WORKAREA_PRIV
Area
View Agreements Work
PO_VIEW_PURCHASE_AGREEMENT_WORKAREA_PRIV
Area
View Agreements
PO_SEARCH_PURCHASE_AGREEMENT_PRIV
Scorecard
These privileges were already available prior to this update.

Steps to Enable
To enable the Redwood Purchasing landing page and view recent agreements:
1. Go to Setup and Maintenance
2. Search for and select Manage Administrator Profile Values
3. Look for profile: ORA_PO_PURCHASING_OVERVIEW_REDWOOD_ENABLED
4. Set Profile Value to Y
5. Save and close
Changes will apply after the user’s next login.

Tips and Considerations

• The agreement number in the scorecard is not a hyperlink in this release
• The seeded scorecard cannot be removed using the Edit Page Layout function
• Seeded quick actions cannot be unpinned

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Key Resources
Topic Resource
KPIs and Visualizations on Redwood: Navigate to Tasks and View Key Performance
Landing Page Indicators Using the Purchasing Landing Page (25B)

Redwood: Search Purchase Agreements and Agreement Lines

You can now search purchase agreements and agreement lines using a Redwood-style
interface. This enhancement allows you to switch between agreement-level and line-level
results, maintain your applied search filters, and create saved searches for frequent use.

Search and Filter Agreements and Lines

From the new Redwood Purchase Agreements page, you can:
• Search by keyword (item, supplier item, manufacturer, etc.)
• Filter by Buyer, Supplier, Agreement Type, Status, and Procurement BU
• Switch between Agreements and Lines results
• Export results to Microsoft Excel

Redwood Purchase Agreements and Agreement Lines Search Page

Purchase Agreements Additional Filters

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Metrics and Quick Insights

The page includes interactive metrics, showing:
• Total agreements
• Draft and rejected agreements
• Agreements expiring within 30 days (includes Days to Expire column)
Clicking on a metric filters the list accordingly.
Purchase Agreements Metrics

Edit Page Layout with OTBI KPIs

Authorized administrators can customize the page layout by adding KPIs and data
visualizations from Oracle Transactional Business Intelligence (OTBI). You can:
• Drag metrics to the scoreboard
• Drag visualizations below the scorecard

Edit Page Layout

Add OTBI KPIs and Data Visualizations to Redwood Purchase Agreements and Agreement
Lines Search Page

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To enable KPIs and visualizations:

• Navigate to the Visualization Configurations page:
https://<servername>/fscmUI/redwood/cx-analytics/application/container/dvconfig
Add OTBI KPIs and Visualizations Using Visualization Configurations Page

Add OTBI KPIs and Data Visualizations

Access Requirements
Functionality Required Privilege
Search Purchase
PO_SEARCH_PURCHASE_AGREEMENT_PRIV
Agreements
View Agreement Work
PO_VIEW_PURCHASE_AGREEMENT_WORKAREA_PRIV
Area
Run ESS Jobs FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV

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Admin Privileges to Edit Layout & Visualizations

Functionality Required Privilege

Edit Page Layout PO_EDIT_PURCHASING_LANDING_PAGE_LAYOUT
Manage Searches HRC_MANAGE_SYSTEM_SEARCHES_PRIV
View
ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV
Visualizations
Manage
ZCA_MANAGE_DATA_VISUALIZATION_CONFIGURATION_PRIV
Visualizations

Steps to Enable
1. Go to Setup and Maintenance
2. Search for Manage Administrator Profile Values
3. Enable: ORA_PO_MANAGE_AGREEMENTS_REDWOOD_ENABLED
4. Set the value to Workbench
5. Save and Close
6. Run the ESS job for both:
o fa-prc-pa (Purchase Agreements)
o fa-prc-pa-line (Purchase Agreement Lines)

Tips and Considerations

• Access this page via Procurement > Purchase Agreements (New) quick action.
• The page does not support editing or drill-down into agreements.
• Seeded scorecards and quick actions cannot be removed.
• Use Oracle Visual Builder Studio to:
o Show/hide fields
o Configure guided journeys for end-user guidance
• KPIs must use Visualization Type: Metric Card to appear as eligible dashboard
components.

Key Resources
Topic Resource
Guided Journeys Enable Guided Journeys for the Rebuilt Redwood Pages (23B)
Extend Redwood Pages Extending Redwood Pages Using Visual Builder Studio (23D)
Create Saved Searches Create Saved Searches
KPIs & Dashboards Flexible Reporting in Redwood Dashboards

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Redwood: Use and Configure Redwood-Style Purchasing Document Change Order

Canceled and Rejected FYI Notifications
You can now send Redwood-style FYI notifications for canceled or rejected purchasing
document change orders, with support for customization via Oracle Analytics Publisher.
These modern notifications improve clarity and communication between buyers and suppliers.

Notification Types and Configuration

Use the following reports to configure Redwood-style FYI notifications:
Notification Type Report Template
PO Change Order Canceled Purchase Order Change Order Canceled Notification
(Buyer) Report
Agreement Change Order Purchase Agreement Change Order Canceled
Canceled (Buyer) Notification Report
PO Change Order Rejected Purchase Order Supplier Change Order Rejected
(Supplier) Notification Report
Agreement Change Order Purchase Agreement Supplier Change Order Rejected
Rejected (Supplier) Notification Report
These notifications are generated using Oracle Analytics Publisher (BI Publisher) templates.

When Notifications Are Sent

• Canceled Change Order (Buyer) – Notifies the initiator that their PO or agreement
change order was canceled and not implemented.
• Rejected Supplier-Initiated Change Order – Notifies the supplier user when an
approver rejects their submitted PO or agreement change order.
Purchase Agreement Change Order Canceled Notification

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Purchase Order Supplier Change Order Rejected Notification

Access Requirements
Action Required Privilege
View Purchase Orders PO_VIEW_PURCHASE_ORDER_PRIV
View Agreements PO_VIEW_PURCHASE_AGREEMENT_PRIV

Admin Role to Configure Templates

Role Description
BI Author (BIAuthor) Required to customize BI Publisher templates
All roles and privileges were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Opt In to the Feature
• Navigate to Setup and Maintenance > Procurement Offering
• Locate Optional Uptake of New Features
• Enable: Redwood-Style Purchasing Document Change Order FYI Notifications

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2. Configure Notification Templates

1. Sign in to your Analytics Publisher server
(e.g., http://hostname:7001/xmlpserver)
2. Click the Catalog tab
3. Navigate to:
Shared Folders > Procurement > Purchasing
4. Locate the relevant notification report
5. Click More > Customize
6. This creates a copy under:
Shared Folders > Custom > Procurement > Purchasing
7. Edit the template as needed
8. Upload the updated template and choose the correct locale
Templates use the following data models:
• Purchase Order Notification Data Model
• Purchase Agreement Notification Data Model

Tips and Considerations

• Empty attributes in the notification will be hidden automatically
• Supplier and buyer users will receive only the notifications relevant to their role
• You can fully customize layout, branding, and content within BI Publisher

Key Resources
Topic Resource
Create/Edit Reports Overview of Analytics Publisher
View Updated Reports View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Purchasing Document Failed Validation

and Errors FYI Notifications
With this update, you can send Redwood-style FYI notifications for purchasing documents
that fail validation, are communicated with errors, or are canceled with errors. These
notifications are fully configurable using Oracle Analytics Publisher to meet your business
communication requirements.

Supported Notification Scenarios

All notifications are configured using the Purchasing Document Errors FYI Notifications
Report template:
Notification Scenario Description
Triggered when a submission check fails during creation or auto-
Failed Validation submission of a PO or change order from web service or open
interface
Communicated with
Triggered when errors occur during document communication
Errors

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Notification Scenario Description

Change Order
Sent when a change order is canceled due to failed validation
Canceled with Errors

Change Order Canceled with Errors Notification

All notifications are rendered using the Oracle Analytics Publisher template:
Purchasing Document Errors FYI Notifications Report

Data Model: Purchasing Document Errors Notification Data Model

Access Requirements
Action Required Privilege
View Purchase Orders PO_VIEW_PURCHASE_ORDER_PRIV
View Purchase Agreements PO_VIEW_PURCHASE_AGREEMENT_PRIV

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Admin Role to Customize Templates

Role Description
BI Author (BIAuthor) Required to customize FYI notification templates in BI Publisher
All privileges and roles were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Opt In to the Feature
• Go to Setup and Maintenance > Procurement Offering
• Open the Optional Uptake of New Features section
• Enable: Redwood-Style Purchasing Document Failed Validation and Errors FYI
Notifications
2. Configure the Notification Template
1. Sign in to your Analytics Publisher server (e.g., http://hostname:7001/xmlpserver)
2. Click the Catalog tab
3. Navigate to:
Shared Folders > Procurement > Purchasing
4. Locate the Purchasing Document Errors FYI Notifications Report
5. Click More > Customize
6. A copy is created in:
Shared Folders > Custom > Procurement > Purchasing
7. Edit the template with your changes
8. Upload and set the appropriate locale

Tips and Considerations

• Empty attributes are automatically hidden in the notification output
• These messages are particularly useful for identifying system or data issues during
automated transactions
• You can customize layout, branding, and logic using BI Publisher

Key Resources
Topic Resource
Create/Edit Reports Overview of Analytics Publisher
View Updated Reports View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Purchasing Document Acknowledgment

FYI Notifications
This update introduces Redwood-style FYI notifications for purchasing document
acknowledgment requests and rejections. These notifications improve supplier and buyer
communication and are fully customizable using Oracle Analytics Publisher (BI Publisher).

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Supported Notification Types and Reports

Notification Type BI Publisher Report
Acknowledgment Requested – PO / PO Purchase Order Acknowledgment Requested
Change Order Notification Report
Acknowledgment Requested – Agreement / Purchase Agreement Acknowledgment
Agreement Change Order Requested Notification Report
Acknowledgment Rejected – PO / PO Purchase Order Acknowledgment Rejected
Change Order Notification Report
Acknowledgment Rejected – Agreement / Purchase Agreement Acknowledgment
Agreement Change Order Rejected Notification Report

All notifications are rendered using the Oracle Analytics Publisher template.
Data Models used:
• Purchase Order Notification Data Model
• Purchase Agreement Notification Data Model

When Notifications Are Sent

• Acknowledgment Requested:
Sent to suppliers when a PO, PO change order, agreement, or agreement change
order requires acknowledgment.
• Acknowledgment Rejected:
Sent to buyers when a supplier rejects an acknowledgment request for a purchasing
document.
Purchase Order Acknowledgment Requested FYI Notification

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Purchase Order Acknowledgment Rejected FYI Notification

Access Requirements
Action Required Privilege
View Purchase Orders PO_VIEW_PURCHASE_ORDER_PRIV
View Purchase Agreements PO_VIEW_PURCHASE_AGREEMENT_PRIV

Admin Role to Customize Notifications

Role Description
BI Author (BIAuthor) Required for configuring templates in BI Publisher
These privileges and the BI Author role were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Enable the Feature
• Go to Setup and Maintenance > Procurement Offering
• Open the Optional Uptake of New Features section
• Enable: Redwood-Style Purchasing Document Acknowledgment FYI Notifications
2. Configure the Notification Templates
1. Sign in to your Analytics Publisher server (e.g., http://hostname:7001/xmlpserver)
2. Click the Catalog tab
3. Navigate to:
Shared Folders > Procurement > Purchasing
4. Locate the appropriate notification report
5. Click More > Customize to copy it to:
Shared Folders > Custom > Procurement > Purchasing
6. Edit the report as needed and upload it, selecting the correct locale

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Tips and Considerations

• Empty fields in the document are automatically hidden in the notification output
• Notifications support branding and formatting customization via BI Publisher
• These updates help streamline communication for acknowledgment-required
workflows

Key Resources
Topic Resource
Create/Edit Reports Overview of Analytics Publisher
Post-Upgrade Reports View an Updated Prebuilt Report

Redwood: Reserve and Liquidate Funds and Encumbrances for Change Orders Using
the Current Budget Date
You can now reserve and liquidate funds and encumbrances for change orders using the
current budget date, rather than the original budget date used for initial funds reservation.
This flexibility ensures that change orders can still be processed if the original budget period
is closed, as long as the current period is open and the control budgets are active.

How It Works
In this enhancement, encumbrance and funds reservation use the current budget date assigned
at the time the change order is processed.
For example, a change order that increases reserved funds from $100 to $120 with a budget
date of 7/11/11 creates two separate encumbrance entries for the same date.
Funds Reservation for a Change Order

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Encumbrance Accounting for a Change Order

Access Requirements
Functionality Required Privilege
Change Purchase Order PO_CHANGE_PURCHASE_ORDER_PRIV
This privilege was available prior to this update.

Steps to Enable
To activate this behavior, update the relevant profile option:
1. Navigate to Setup and Maintenance
2. In the Tasks pane, click Search
3. Search for Manage Administrator Profile Values
4. Locate the profile option:
Liquidate funds and encumbrance using change order budget date
o Profile Option Code: ORA_PO_CO_BUDGET_DATE_FOR_LIQ
5. Set the value to Yes at the Site level
6. Save and close

Tips and Considerations

• This change is particularly useful for organizations with strict period-based budgetary
control
• Federal Financials customers may need to modify subledger accounting rules in
Purchasing to meet federal accounting compliance
• Always ensure control budgets are active and the current accounting period is open
when processing change orders

Redwood: Use the Improved External Purchase Prices Landing Page

This update introduces an enhanced Redwood-style landing page for managing External
Purchase Prices. It offers quick insights through five key KPIs, improved filtering, and
seamless navigation to detailed pages for error resolution and follow-up actions.

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Landing Page KPIs

The page displays the following five KPIs, each clickable to drill down into actionable insights:
KPI Description
View all external purchase prices. Filter by number, status, BU, source
All External Prices
type, supplier, manufacturer, contract, item, and more.
Shows errors from import operations. Filter by batch ID, source org,
Import Errors
manufacturer part, error messages, and other details.
Change Order Displays change order processing issues. Filter by change order
Errors number, item details, UOM, BU, and error message.
Purchase Shows issues during agreement import or BU group updates. Filter by
Agreement Errors agreement number, BU, error type, and attributes.
Lists prices and change orders pending approval, rejected, withdrawn,
Attention Required
or blocked due to another pending change order.

• Click the External Purchase Price or Change Order number to view detailed
records.
• Use the Column Management feature to customize visible columns.
• Click the Filter button to access advanced filtering in a drawer UI.
All External Purchase Prices KPI

Import Errors KPI

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Change Order Errors KPI

Purchase Agreement Errors KPI

Attention Required KPI

These KPIs provide a real-time snapshot of operational health and highlight areas needing user
attention.

Access Requirements
Functionality Required Privilege
Manage External Purchase
SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_PRIV
Prices

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Functionality Required Privilege

View External Purchase
SCH_VIEW_EXTERNAL_PURCHASE_PRICES_PRIV
Prices
These privileges were available before this update.

Steps to Enable
This feature is enabled automatically — no additional setup required.

Tips and Considerations

• Each KPI page supports refined filtering and easy navigation to task-relevant details
• Use Column Management to customize displayed data for more relevant insights
• Combine filters for powerful, targeted search results

Key Resources
Topic Resource
Add KPIs & Visualizations Flexible Reporting in Redwood Dashboards

Redwood: Use Redwood-Style FYI Notifications in Product Replacement

You can now send Redwood-style workflow notifications to alert stakeholders about the mass
replacement of items due to supply disruption. These notifications provide modern visual
formatting and a responsive layout for email and worklist channels, ensuring seamless
readability across devices.

Purpose and Flow

When an alternate item or supplier is confirmed for replacement, the system initiates mass
replacement of unfulfilled purchase orders. Notifications are then sent to relevant stakeholders
including:
• Planners
• Par counters
• Requesters
These Redwood notifications:
• Inform users of the replacement event
• Prompt updates to min-max or par replenishment settings for the disrupted item
• Ensure no new replenishment requests are generated for disrupted items during the
replacement period
Notification for Update of Replenishment Attributes for Item Replacement

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Notification to Requester About Mass Replacement of Items

Benefits
• Redwood-style UI: Clean, visual, and modern
• Responsive design: Optimized for mobile, tablet, and desktop viewing
• Clarity and guidance: Encourages proactive updates to inventory settings

Access Requirements
Functionality Required Privilege
Manage Item Replacement
SCH_MANAGE_ITEM_REPLACEMENT_NOTIFICATIONS
Notifications
• This privilege was available prior to this update.

Steps to Enable
This feature requires manual opt-in in 25C but becomes mandatory from Update 26A.
To enable manually (25C only):
1. Navigate to Setup and Maintenance
2. Go to Optional Uptake of New Features
3. Enable: Redwood-Style FYI Notifications in Product Replacement
o Offering: Procurement

Key Resources
• Refer to the Oracle Procurement Guide on the Oracle Help Center for further details.

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Supplier Model
Redwood: Validate Supplier Bank Accounts
You can now validate supplier bank accounts during supplier registration using a Redwood
experience integrated with JPMorgan’s Bank Account Validation Service (AVS). This helps
prevent fraud, reduce payment errors, and enhance transaction efficiency.

How It Works
After a supplier submits a registration, the system sends the bank account details to JPMorgan
AVS for validation. The results are presented to approvers in the Redwood-style registration
approval notification.
The validation includes:
• Bank Account Validity: Ensures the account exists and is open
• Bank Account Ownership: Confirms the account belongs to the registering supplier

Validation Statuses
Status Description
Verified Account is open, valid, and supplier is the owner
Failed Account is invalid/closed or the owner doesn't match the supplier
Inconclusive Account couldn’t be found or verified

Bank Account Validation Status Displayed on Supplier Registration Approval Notification

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The bank account validation status is saved and shown on the supplier profile once the
registration is approved.

Access Requirements
Action Required Privilege
View Registration
POZ_VIEW_SUPPLIER_REGISTRATION_REQUEST_PRIV
Request
View Supplier
POZ_VIEW_SUPPLIER_REGISTRATION_BANK_ACCOUNT_PRIV
Bank Accounts

Admin Role for Notification Configuration

Role Description
BI Author (BIAuthor) Required for customizing approval notifications in BI Publisher
These privileges and the BI Author role were available prior to this update.

Steps to Enable
This feature requires multiple opt-ins and setup steps, including a subscription with
JPMorgan.
1. Opt In to Required Features (via Opt In UI)
• Redwood: Validate Supplier Bank Accounts
• Redwood: Next Generation User Experience for Supplier Registration
• Redwood: Configure Supplier Registration Approval Notification Using Oracle
Analytics Publisher

2. Complete Setup
1. Log a service request via My Oracle Support to request a promo code
2. Enable the promo code using the “Use Promotion Codes” process
3. Navigate to Manage Embedded Banking Configurations and enable:
Bank Account Validation Service
4. Use a JPMorgan U.S. bank account for billing (existing or new)
5. Download and update the latest RTF template if customizing supplier registration
notifications

Tips and Considerations

• This feature supports external and internal supplier registrations
• Bank account validation does not block payments; it’s for informational purposes
• Bank accounts are revalidated on resubmission of registration requests
• Currently supports only U.S.-based supplier bank accounts
• AVS works for both JPMorgan and non-JPMorgan banks
• Support for supplier profile change requests is planned in a future release

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Key Resources
Topic Resource
Redwood Approval Redwood: Configure Supplier Registration Approval Notification
Notification Using Oracle Analytics Publisher
Embedded Banking
Getting Started with Your Financials Implementation (J.P. Morgan)
Setup
Implementing Payables Invoice to Pay (Set Up a Supplier's Bank
Supplier Bank Setup
Account)
Based on Idea 622962 from the Oracle Cloud Customer Connect Idea Labs.

Redwood: Use and Configure Redwood-Style Spend Authorization Approval and FYI
Notifications
Enhance the clarity and professionalism of spend authorization notifications with a
Redwood-style format. These notifications provide modern, responsive UI for both approvers
and internal stakeholders, and are fully configurable using Oracle Analytics Publisher (BI
Publisher).

Notification Scenarios and Templates

Notification Type BI Publisher Report
Spend Authorization Approval (to Spend Authorization Approval Notification
approvers) Report
Spend Authorization FYI Spend Authorization Request FYI Notification
(approved/rejected) Report
Rejected Due to Error FYI (to supplier Spend Authorization Request FYI Notification
admins) Report
All templates are based on the Spend Authorization Notification Data Model
Rendered using Oracle Analytics Publisher

When Notifications Are Sent

Spend authorization requests may originate from:
• A manual promotion of a supplier to spend authorized
• Approval of supplier registration for spend authorization
• Awarding a negotiation to a prospective supplier
The Rejected Because of Error FYI is sent to supplier administrators if the request fails
due to approval routing issues. Admins should review the spend authorization approval
rules.

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Spend Authorization Approval Notification

Spend Authorization Request Rejected Notification

Access Requirements
Functionality Required Duty Role
Access Spend Authorization
ORA_POZ_SUPPLIER_PROFILE_MANAGEMENT_DUTY
Notifications

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Admin Role for Notification Configuration

Role Description
BI Author Required to configure and customize Redwood-style notifications in BI
(BIAuthor) Publisher
These duty roles were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Opt In to the Feature
• Navigate to Setup and Maintenance > Procurement Offering
• Open Optional Uptake of New Features
• Enable: Redwood: Use and Configure Redwood-Style Spend Authorization Approval
and FYI Notifications
2. Configure the Notification Templates
1. Sign in to Oracle BI Publisher (e.g., http://hostname:7001/xmlpserver)
2. Go to the Catalog tab
3. Navigate to:
Shared Folders > Procurement > Suppliers
4. Locate the relevant report
5. Click More > Customize to move it to:
Shared Folders > Custom > Procurement > Suppliers
6. Edit and upload the template with the correct locale

Tips and Considerations

• Blank fields in the notification are automatically hidden
• Notifications adapt to all screen sizes (desktop, mobile, tablet)
• You can modify layout, structure, and logic in BI Publisher

Key Resources
Topic Resource
Create/Edit Reports Overview of Analytics Publisher
Post-Upgrade Reports View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style New Supplier Notification

This update introduces a Redwood-style email notification sent to new suppliers upon
approval for spend authorization. The notification can be customized using Oracle Analytics
Publisher (BI Publisher) to include welcome messages, policy documents, or the Supplier
Code of Conduct.

Purpose: The New Supplier Email Notification is sent to all supplier contacts with valid
email addresses once a supplier is approved for spend. It communicates critical onboarding
information and organizational guidelines.

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New Supplier Email Notification

The notification is rendered using the New Supplier FYI Email Report
Data Model: New Supplier Email Data Model

Access Requirements
Action Required Duty Role
Access New Supplier
ORA_POZ_SUPPLIER_PROFILE_MANAGEMENT_DUTY
Notification Reports

Admin Role for Notification Configuration

Role Description
BI Author (BIAuthor) Required to customize Redwood-style notifications in BI Publisher
These duty roles were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Opt In to the Feature
• Navigate to Setup and Maintenance > Procurement Offering
• Open the Optional Uptake of New Features section
• Enable: Redwood: Use and Configure Redwood-Style New Supplier Notification
2. Configure the Notification Template
1. Sign in to the BI Publisher server (e.g., http://hostname:7001/xmlpserver)
2. Go to the Catalog tab

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3. Navigate to:
Shared Folders > Procurement > Suppliers
4. Locate:
New Supplier FYI Email Report
5. Click More > Customize to copy it to:
Shared Folders > Custom > Procurement > Suppliers
6. Edit and upload the customized template
7. Select the appropriate locale for your region

Tips and Considerations

• You can configure the notification content using the Configure New Supplier
Notification setup task
• Content can include logos, attachments, and links to policies or help resources
• Only supplier contacts with valid email addresses receive the notification

Key Resources
Topic Resource
Create/Edit Reports Overview of Analytics Publisher
Post-Upgrade Reports View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Supplier User Account Notifications

Send supplier user account notifications in a Redwood style and format to improve supplier
engagement and ensure smooth onboarding and portal access. These notifications can be
customized using Oracle Analytics Publisher (BI Publisher) and support all critical supplier
user account events.

Notification Scenarios and Template

Notification Type Description
Account Created FYI Sent to supplier contact when a new user account is created
Account Updated FYI Sent when user details are changed
Account Inactivated FYI Sent when a user account is deactivated
Request Failed FYI Sent to supplier admins when an account request fails

All notifications are rendered using the Supplier User Account Notification Report
Data Model: Supplier User Account Notification Data Model

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Supplier User Account Created Notification

Access Requirements
Functionality Required Duty Role
Access and Send
ORA_POZ_SUPPLIER_PROFILE_MANAGEMENT_DUTY
Notifications

Admin Role for Template Configuration

Role Description
BI Author (BIAuthor) Required to configure Redwood-style BI Publisher templates
These duty roles were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Opt In to the Feature
• Go to Setup and Maintenance > Procurement Offering
• Navigate to the Optional Uptake of New Features
• Enable: Redwood: Use and Configure Redwood-Style Supplier User Account
Notifications
2. Configure the Notification Template
1. Sign in to Oracle BI Publisher (e.g., http://hostname:7001/xmlpserver)
2. Click the Catalog tab
3. Navigate to:
Shared Folders > Procurement > Suppliers

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4. Locate Supplier User Account Notification Report

5. Click More > Customize to create a copy at:
Shared Folders > Custom > Procurement > Suppliers
6. Edit and upload the modified template
7. Select the correct locale for your instance

Tips and Considerations

• Missing attributes are automatically hidden in the output
• These notifications enhance visibility and trust in supplier communications
• Supports responsive layout for desktop and mobile devices

Key Resources
Topic Resource
BI Publisher Basics Overview of Analytics Publisher
Updated Report Templates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Supplier Profile Change Request FYI
Notifications
You can now send supplier profile change request FYI notifications in a Redwood-style
format. These notifications enhance the communication experience for both internal users
and suppliers, and can be customized using Oracle Analytics Publisher (BI Publisher).
Notification Scenarios and Templates
Notification Type BI Publisher Report Recipients
Approved, Rejected, Supplier Profile Change Request FYI
Internal users
Canceled Notification for Internal User Report
Supplier Profile Change Request FYI Supplier
Rejected Due to Error
Notification for Internal User Report administrators
Request Couldn't Be Supplier Profile Change Request FYI Supplier
Processed Notification for Internal User Report administrators
Approved, Rejected, Supplier Profile Change Request FYI
Supplier users
Canceled Notifications For Supplier Report
All templates are based on the Profile Change Request Notification Data Model
Rendered using Oracle Analytics Publisher
Supplier Profile Change Request FYI Notification for Supplier User

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Supplier Profile Change Request FYI Notification for Internal User

Access Requirements
Functionality Required Duty Role
View and Access
ORA_POZ_SUPPLIER_PROFILE_MANAGEMENT_DUTY
Notifications

Admin Role for Template Customization

Role Description
BI Author (BIAuthor) Required to edit and configure Redwood-style BI Publisher templates
These duty roles were available prior to this update.

Steps to Enable
This feature requires manual opt-in.
1. Opt In to the Feature
• Navigate to Setup and Maintenance > Procurement Offering
• Open Optional Uptake of New Features
• Enable: Redwood: Use and Configure Redwood-Style Supplier Profile Change Request
FYI Notifications
2. Configure the Notification Templates
1. Sign in to Oracle BI Publisher (e.g., http://hostname:7001/xmlpserver)
2. Navigate to the Catalog tab
3. Locate the templates under:
Shared Folders > Procurement > Suppliers
4. Click More > Customize to copy the report to:
Shared Folders > Custom > Procurement > Suppliers
5. Edit the templates as required
6. Upload with appropriate locale selection

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Tips and Considerations

• Missing or empty data fields are automatically hidden
• Notifications are responsive, and viewable across all devices
• Ensures both internal users and supplier contacts are informed throughout the change
request process

Key Resources
Topic Resource
BI Publisher Basics Overview of Analytics Publisher
Updated Templates Post-Upgrade View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Supplier Creation Errors Notification

Improve visibility and responsiveness to supplier onboarding issues by sending Redwood-style
notifications when supplier creation fails after registration approval. These notifications are
customizable using Oracle Analytics Publisher (BI Publisher).

Notification Overview
Notification Type Report Template Sent To
Supplier Creation Supplier Creation Errors FYI Notification Supplier
Errors Report administrators
These notifications are rendered using the Supplier Registration Approval Notification Data
Model and follow a modern, responsive Redwood layout.
Supplier Creation Errors Notification

Access Requirements
Functionality Required Duty Role
View and Receive
ORA_POZ_SUPPLIER_REGISTRATION_MANAGEMENT_DUTY
Notification

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Admin Role for Template Configuration

Role Description
BI Author (BIAuthor) Required to customize Redwood-style BI Publisher templates
These duty roles were available prior to this update.

Steps to Enable
This feature must be enabled manually.
1. Opt In to the Feature
• Go to Setup and Maintenance > Procurement Offering
• Open the Optional Uptake of New Features section
• Enable: Redwood: Use and Configure Redwood-Style Supplier Creation Errors
Notification
2. Configure the Notification Template
1. Log in to Oracle BI Publisher (e.g., http://hostname:7001/xmlpserver)
2. Navigate to the Catalog tab
3. Locate the report under:
Shared Folders > Procurement > Suppliers
4. Click More > Customize to create a copy at:
Shared Folders > Custom > Procurement > Suppliers
5. Edit the template as needed
6. Upload it with the correct locale

Tips and Considerations

• Blank or missing data fields in the notification will be automatically hidden
• Provides timely awareness to supplier admins about failed supplier creation after
approval
• Helps in troubleshooting and corrective follow-ups promptly

Key Resources
Topic Resource
Configure Reports Overview of Analytics Publisher
Refreshing Prebuilt Reports View an Updated Prebuilt Report

Redwood: Enable Suppliers to Manage Company Profile_ Supplier Portal

Empower suppliers to manage their own company profile through a modern, intuitive
Redwood experience. This redesign simplifies self-service profile management and
encourages suppliers to keep data current—reducing errors, improving procurement
transactions, and lowering support costs.

Suppliers access the new Company Profile task from the Redwood Supplier Portal Home
Page, where they can view and update:

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• Organization Details
• Addresses
• Contacts
• Bank Accounts
• Business Classifications
• Products and Services

View and Edit Company Profile

View Company Profile

Edit Company Profile – Add New Bank Account

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Suppliers initiate updates via the Change Profile action, which launches the profile in edit
mode. Bank account maintenance is enhanced through country-specific layouts, streamlining
data entry.
After editing, suppliers can:
• Review a change request summary
• Submit changes or return to view/edit later
• Track change requests directly from the company profile page

View Change Request

Access Requirements
New Required Privilege
Action Privilege
Change
Company POZ_CREATE_PROFILE_CHANGE_REQUEST_AS_SUPPLIER_PRIV
Profile

Existing Required Privileges

Manage Organization Details
• POZ_VIEW_SUPPLIER_PROFILE_AS_SUPPLIER_PRIV
• POZ_REQUEST_SUPPLIER_PROFILE_CHANGE_AS_SUPPLIER_PRIV
Manage Tax Details
• POZ_VIEW_SUPPLIER_TAX_INFORMATION_AS_SUPPLIER_PRIV
• POZ_REQUEST_SUPPLIER_TAX_INFORMATION_CHANGE_AS_SUPPLIER_P
RIV
Manage Addresses
• POZ_VIEW_SUPPLIER_ADDRESS_AS_SUPPLIER_PRIV
• HZ_VIEW_TRADING_COMMUNITY_COMMON_SETUP_PRIV
• POZ_REQUEST_SUPPLIER_ADDRESS_CHANGE_AS_SUPPLIER_PRIV

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Manage Contacts
• POZ_VIEW_SUPPLIER_CONTACT_AS_SUPPLIER_PRIV
• POZ_VIEW_SUPPLIER_CONTACT_USER_ACCOUNT_AS_SUPPLIER_PRIV
• POZ_REQUEST_SUPPLIER_CONTACT_CHANGE_AS_SUPPLIER_PRIV
• POZ_REQUEST_SUPPLIER_CONTACT_USER_ACCOUNT_CHANGE_AS_SUP
PLIER_PRIV
Manage Bank Accounts
• IBY_VIEW_THIRD_PARTY_BANK_ACCOUNT_PRIV
• CE_GET_BANKS_REST_PRIV
• IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV
• IBY_MANAGE_THIRD_PARTY_BANK_ACCOUNT_PRIV
Manage Business Classifications
• POZ_VIEW_SUPPLIER_BUSINESS_CLASSIFICATIONS_AS_SUPPLIER_PRIV
• POZ_REQUEST_SUPPLIER_BUSINESS_CLASSIFICATION_CHANGE_AS_SUP
PLIER_PRIV
Manage Products and Services
• POZ_VIEW_SUPPLIER_PRODUCTS_AND_SERVICES_AS_SUPPLIER_PRIV
• POZ_REQUEST_SUPPLIER_PRODUCTS_SERVICES_CHANGE_AS_SUPPLIER
_PRIV
Setup and Configuration Roles
• CE_MANAGE_BANK_PRIV – Create/update bank rules
• FND_ADMINISTER_SANDBOX_PRIV – Personalize in VB Studio
• POZ_CONFIGURE_SUPPLIER_REGISTRATION_PRIV – Access supplier
registration setup

Steps to Enable
1. Opt In to the Feature
Enable:
Redwood: Enable the New Supplier Portal Home Page Experience
(Under Procurement > Supplier Portal)
Enable Profile Option:
Redwood Company Profile in Supplier Portal Pages Enabled
(ORA_POS_COMPANY_PROFILE_SUPPLIER_PORTAL_REDWOOD_ENABLED)
Steps:
1. Go to Setup and Maintenance > Manage Administrator Profile Values
2. Search for the profile option code
3. Set value to Y
4. Save and close
2. Optional Setup Tasks
• Configure Supplier Registration and Profile Change Request
o Control entity-level approvals and attachment requirements
• Manage Supplier Profile Change Approvals
o Define approval routing rules
• Configure DFFs:

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o Use Manage Descriptive Flexfields tasks for:

▪ Company profile
▪ Addresses
▪ Contacts
3. Optional Features and Integrations
• Use Country-Specific Bank Account Rules via REST API or VB Add-in for Excel
• Enable Smart Data Service for Supplier Addresses (via Loqate)
o SKU: Oracle Address, Email and Phone Verification Cloud Service

Tips and Considerations

• Change requests will route for approval regardless of Full Profile Change
Management opt-in
• Process all pending/draft change requests before enabling this feature
• VB Studio express mode supports personalization on:
o View Company Profile Page
o Edit Company Profile Page
• DFFs are hidden by default and must be enabled in VB Studio
• Payment method management and password reset are not yet supported
• Shared addresses functionality is not included

Key Resources
Topic Resource
Personalization & Extending Redwood Applications for HCM and SCM Using Visual
Extension Builder Studio
Guided Journey
Allow External Users to Access Guided Journeys
Enablement

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Supplier Qualification Management

Redwood: Respond to Internal Questionnaires

Internal stakeholders can now respond to supplier questionnaires using a redesigned Redwood-
style experience that enhances usability and simplifies the feedback process. The updated
interface enables efficient navigation, clearer section tracking, and easier document
attachments—ensuring timely, complete, and accurate responses.

Key Capabilities
• Quickly identify questionnaires requiring attention
• Search and filter by title, number, status, and due date
• Download questionnaire responses as PDF
• Reset your responses as needed
• View section progress and upload attachments to specific questions
• Required questions and attachments are validated before submission

Questionnaires Requiring Attention

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Respond to Questionnaire

Access Requirements
Action Privilege
POQ_SEARCH_SUPP_QUAL_QUESTIONNAIRE_RES
Search internal questionnaires
PONSE_AS_INTERNAL_PRIV

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Action Privilege
POQ_VIEW_SUPP_QUAL_QUESTIONNAIRE_RESPO
View internal questionnaires
NSE_AS_INTERNAL_PRIV
Create internal questionnaire POQ_CREATE_SUPP_QUAL_QUESTIONNAIRE_RES
response PONSE_AS_INTERNAL_PRIV
These privileges were available prior to this update.

Steps to Enable
Enable Profile Option:
Redwood Internal Questionnaires Pages Enabled
(Profile Code: ORA_POQ_INTERNAL_QUESTIONNAIRES_REDWOOD_ENABLED)
Steps:
1. Navigate to Setup and Maintenance > Manage Administrator Profile Values
2. Search for the profile code
3. Set Profile Value to Y
4. Click Save and Close

Tips and Considerations

• Both classic and Redwood-style questionnaire tasks will be available after enabling
• Past and in-progress questionnaires remain accessible through the new interface
• You can use Guided Journeys to support users with additional information during
questionnaire response
• Personalize views using Visual Builder Studio (Express Mode):
o Search result page
o Respond to Questionnaire header (fields like Internal Responder, Requested
By, Supplier Site Address)
o View Questionnaire header (fields like Submission Date, Supplier Site
Address)

Key Resources
Topic Resource
Extending Redwood Extending Redwood Applications for HCM and SCM Using Visual
Pages Builder Studio

Redwood: Use and Configure Redwood-Style Questionnaire Canceled, Closed, and

Response Submitted FYI Notifications
Enhance communication around questionnaire lifecycle events by sending Redwood-style FYI
notifications for canceled, closed, and response-submitted questionnaires. These modernized
notifications improve clarity, responsiveness, and consistency in the user experience.

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Notifications Covered
• Questionnaire Canceled or Closed FYI Notification
Sent to supplier contacts or internal responders when a questionnaire is canceled
or closed.
• Questionnaire Response Submitted FYI Notification
Sent to the initiative owner when a response is submitted by a supplier or internal
responder.
Questionnaire Canceled FYI Notification

Questionnaire Response Submitted FYI Notification

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Access Requirements
Role Type Required Privileges or Roles
End Users POQ_VIEW_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
Enable via Opt-In:
Navigate to the Optional Uptake of New Features section in the Opt-In UI.
Offering: Procurement
Configure the Notifications
1. Sign in to Oracle Analytics Publisher (e.g., http://hostname.com:7001/xmlpserver)
2. Go to the Catalog tab
3. Locate and customize the templates:
o Questionnaire Canceled or Closed Notification Report
o Submitted Questionnaire Response Notification Report
Path: Shared Folders > Procurement > Supplier Qualification
4. Save your customized versions to:
Shared Folders > Custom > Procurement > Supplier Qualification
5. Make edits as needed and upload the updated templates with appropriate locale
6. Data Models Used:
o Questionnaire Canceled or Closed Notification Data Model
o Submitted Questionnaire Response Notification Data Model

Tips and Considerations

• To customize messages for each event:
o Use Response Status = Canceled to tailor content for canceled notifications
o Use Response Status = Closed for closed notifications
• Only attributes with data will be displayed in the notification
• These Redwood templates are responsive and adapt well to different devices

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

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Procurement Contracts

Redwood: View Procurement Contracts as a Supplier

Suppliers can now monitor and review procurement contracts shared with them using a
Redwood-style interface. This streamlined experience is available through the Contracts
navigation card on the Redwood Supplier Portal home page.

Key Features
• Search and Filter Contracts
Easily search by keyword and filter by contract attributes using a powerful, index-
based engine.
• Contract Metrics Dashboard
View contracts grouped by key statuses:
o All
o Drafts
o Expiring in 30 days

Supplier Portal Contracts Landing Page

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 Jamal’s Procurement

• Download Contract PDF

Select any contract and click Download Contract PDF to get the latest version.
Supplier Portal Contracts - Download Contract PDF

• Review Contract Documents

Click Review Contract Documents to open a side drawer showing:
o Primary contract document
o Supporting documents
o Shared documents

Supplier Portal Contracts - Review Contract Documents

• Export to Excel
Select one or more contracts and click the export icon to download results for further
analysis.
Supplier Portal Contracts – Export

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 Jamal’s Procurement

Access Requirements
Role Type Required Privileges
Supplier Users OKC_MANAGE_SUPPLIER_CONTRACTS_PRIV
Additional Access OKC_MANAGE_CONTRACT_BUY_PRIV
These privileges were available before this update.

Steps to Enable
1. Opt In via the Opt-In UI
Navigate to the Optional Uptake of New Features section
o Offering: Procurement
o Enable:
▪ Procurement Contracts functional area
▪ Redwood: Enable the New Supplier Portal Home Page Experience
2. Set Up Contract Search
Follow the instructions in the Set-Up Contract Text Search documentation.

Tips and Considerations

• Contracts can be created via UI, REST APIs, or FBDI.
• Not all creation methods trigger real-time search index updates—run recommended
scheduled processes for updates.
• Not supported in this release:
o Suppliers cannot upload external shared documents.
o Buyers cannot be notified through this interface.

Key Resources
Topic Reference
Redwood Supplier Portal Setup What's New: Redwood Supplier Portal Home Page
Contract Text Search Set Up Contract Text Search documentation

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 Jamal’s Procurement

Sourcing

Redwood: Sourcing Landing Page

Oracle Fusion Cloud Procurement introduces a modern Redwood-style Sourcing landing
page to help category managers efficiently monitor negotiations and access frequently used
tasks. With this update, you can track negotiation lifecycles, quickly act on pending messages
or responses, and personalize the page with KPIs and visualizations.

Key Features
• New Navigation Tile
Access the landing page via the new Sourcing (New) tile on the Procurement
homepage.

• Recent Negotiations Scorecard

View up to 25 negotiations based on recent activity—track their status from draft to
award to purchasing document creation. Directly access unread messages and
supplier responses.

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 Jamal’s Procurement

• Quick Actions Panel

See frequently used tasks and pin favourites using the “View all actions” link.

• Add OTBI-Based KPIs and Visualizations

Admins can enhance the landing page with OTBI insights like metrics and data cards
for better visibility.

Access Requirements
Role Type Required Privileges
End Users PON_VIEW_SUPPLIER_NEGOTIATION_WORKAREA_PRIV
Admin (Edit UI) PON_EDIT_SOURCING_LANDING_PAGE_LAYOUT_PRIV

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 Jamal’s Procurement

Role Type Required Privileges

Admin (Add ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV,
KPIs) ZCA_MANAGE_DATA_VISUALIZATION_CONFIGURATION_PRIV
These privileges were available prior to this update unless otherwise noted.

Steps to Enable
1. Enable the Redwood Profile Option
o Profile Option Code: ORA_PON_SOURCING_REDWOOD_ENABLED
o Navigate to: Setup and Maintenance > Manage Administrator Profile
Values
o Set Profile Value to Y
o Save and Close

Tips and Considerations

• Only Negotiations, Responses, and Unread Messages pages support Redwood in this
release; other tasks redirect to the classic interface.
• The Recent Negotiations scorecard cannot be removed.
• KPIs and data visualizations must first be added to the Visualization Configurations
page.
• OTBI widgets are view-only—drill-down is not supported.
• Seeded quick actions cannot be unpinned.

Key Resources
Topic Reference
KPIs and Dashboards Flexible Reporting in Redwood Dashboards
Extend Pages with VBS Extending Redwood Apps with Visual Builder Studio
Guided Journeys Overview Implementing and Using Journeys - Oracle Help Center

Redwood: Manage Negotiations

The Redwood-style Negotiations Search page introduces a streamlined, intuitive workbench
for category managers to efficiently locate, track, and act on RFQs, RFIs, and auctions.
Powered by elastic-based search, this page significantly improves searchability, usability, and
decision-making in Oracle Sourcing.

Key Features
• Metrics Scorecard
Displays key negotiation status counts such as:
o All
o Opening Soon
o Active
o Draft or Rejected
o Pending Award

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 Jamal’s Procurement

Negotiations Search Page

• Elastic-Based Search
Quickly retrieve negotiations using keywords that match across all attributes. Apply
filters for:
o Procurement BU
o My Role
o Status
o Line Category
o Open/Close/Creation Dates
o Suppliers
o Line Items and Descriptions
• Saved Searches
Create personalized saved searches using the ribbon icon and set defaults for frequent
access.
• Search Result Table
Dynamically displays negotiation data with export to Excel and drill-down capability.
• Available Actions
o Unlock Draft
o Delete Draft
o Reassign Owner
o Download PDF
Note: Tasks like Create, Monitor, Analyze, and Award remain in the classic UI for now.
• Custom KPI Support
Use OTBI to add KPI metrics and visualizations to the scorecard via Edit Page
Layout.

Dudekula Jamal
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 Jamal’s Procurement

Access Requirements
Role Type Required Privileges
End Users PON_SEARCH_SUPPLIER_NEGOTIATION_PRIV
PON_UNLOCK_SUPPLIER_NEGOTIATION_DRAFT_NEGOTIATION_OW
Draft
NED_BY_OTHERS_PRIV
Actions
PON_DELETE_SUPPLIER_NEGOTIATION_PRIV
Reassign PON_MANAGE_SUPPLIER_NEGOTIATION_COLLABORATION_TEAM_P
ment RIV
Page
PON_EDIT_SOURCING_LANDING_PAGE_LAYOUT_PRIV (New in this
Layout
update)
Edit

Steps to Enable
1. Enable the Profile Option
• Navigate to Setup and Maintenance > Manage Administrator Profile Values
• Search for: ORA_PON_SOURCING_REDWOOD_ENABLED
• Set the value to Yes
2. Enable Elastic Search for Negotiations
• Profile Option: ORA_FND_SEARCH_EXT_ENABLED → Yes
• Set:
o ORA_FND_SEARCH_FETCH_COUNT → 100
o ORA_FND_RESULT_SET_RESET_MINS → 30
• Schedule the ESS job:
ESS job to create index definition and perform Initial Ingest to OSCS
o Index Names: fa-prc-pon-managenegotiations, fa-prc-pon-buyermessages

Tips and Considerations

• Search result limit: 10,000 records
• Redwood UI currently excludes: Create, Monitor, Analyze, Award
• Supports Guided Journeys
• KPIs require configuration in Visualization Configurations page

Key Resources
Topic Resource Link
Guided Journeys Oracle Help Center: Human Resources Implementation Guide
OTBI Dashboards Flexible Reporting in Redwood Dashboards
Page Extension Extending Redwood Pages Using Visual Builder Studio

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 Jamal’s Procurement

Redwood: Manage All Supplier Responses

This new Redwood workbench-style page allows category managers to search, filter, and act
on all supplier responses across negotiations with improved performance, usability, and
actionable insights. The experience includes support for draft, active, surrogate, and pending
award responses with elastic search and modern filtering.

Key Features
• Metrics Scorecard
Displays counts of:
o All responses (default)
o Active
o Surrogate Draft
o Pending Award

Supplier Responses Workbench

• Elastic-Based Search
Supports keyword and attribute-based search across:
o Response number
o Negotiation number
o Negotiation title
o Supplier name
o Supplier contact
• Filters
Narrow search by:
o Response status
o Negotiation number
o Surrogate status
o Supplier
o Supplier contact
o Supplier site
o Negotiation type
• Saved Searches
Use the ribbon icon to save and reuse personalized search views.

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 Jamal’s Procurement

• Search Results
o Drill-down links for response and negotiation (based on privilege)
o Export results to Excel
o Customize columns using Column Organizer
• Response Actions
o Delete Draft – Remove unwanted draft responses
o Unlock Draft – Unlock another user’s locked draft
o Disqualify – Disqualify supplier responses with optional comments

Disqualify Supplier Response

Access Requirements
Role
Required Privileges
Type
View
Respons PON_VIEW_SUPPLIER_NEGOTIATION_RESPONSE_PRIV
es
PON_UNLOCK_SURROGATE_SUPPLIER_NEGOTIATION_RESPONSE_DR
AFT_PRIV
Actions PON_DISQUALIFY_SUPPLIER_NEGOTIATION_RESPONSE_PRIV
PON_MANAGE_SURROGATE_SUPPLIER_NEGOTIATION_RESPONSE_PR
IV
Page
Layout PON_EDIT_SOURCING_LANDING_PAGE_LAYOUT_PRIV (New)
Edit
Drill-
down PON_VIEW_SUPPLIER_NEGOTIATION (Negotiation link)
Links

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 Jamal’s Procurement

Steps to Enable
1. Enable the Redwood Pages
• Navigate to: Setup and Maintenance > Manage Administrator Profile Values
• Profile Option: ORA_PON_SOURCING_REDWOOD_ENABLED
• Set value to Yes
2. Configure Elastic Search
• Profile Option ORA_FND_SEARCH_EXT_ENABLED → Yes
• Set:
o ORA_FND_SEARCH_FETCH_COUNT → 100
o ORA_FND_RESULT_SET_RESET_MINS → 30
• Run Scheduled Process:
o Job: ESS job to create index definition and perform Initial Ingest to OSCS
o Parameter: fa-prc-pon-negotiationresponses

Tips and Considerations

• Maximum results limit: 10,000
• No "Revise" action for draft responses yet
• Draft response number link not available
• Guided Journey supported on this page
• OTBI-based KPIs and visualizations can be added via layout editor

Key Resources
Topic Reference
Redwood Extension Extending Redwood Applications for HCM and SCM Using Visual
(VBS) Builder Studio
Guided Journeys Overview of Guided Journeys – Oracle Help Center
Add KPIs and Visuals Flexible Reporting in Redwood Dashboards

Redwood: View Negotiation

Category managers can now view a negotiation using a single, scrollable Redwood-style page
that organizes all negotiation sections clearly and makes it easy to access key information and
related actions.

Key Features
• Header Section
Displays synopsis, schedule, supplier responses, and attachments.
• Overview
Displays negotiation introduction and descriptive flexfields (DFFs).
• Lines
View and filter negotiation line details.
• Requirements
View requirements in questionnaire format with drill-down for high volume data.

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 Jamal’s Procurement

• Suppliers
Lists invited suppliers with filters and quick access to their responses.
• Collaboration Team
View all collaboration members and their assigned tasks.
• Controls
View all negotiation controls and configuration settings.
View Negotiation

View Negotiation – Lines and Requirements

Attachments Tab
• View all attachments from header, lines, and requirements in one place.
• Search, filter, and download all attachments.

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 Jamal’s Procurement

View Negotiation – Attachments

Actions Available
• Download negotiation PDF
• Download supplier PDF
• View negotiation activities
• Send and view messages
Lifecycle actions like closing or amending a negotiation are not yet available in this release.
View Negotiation – Suppliers

Access Requirements
Role Type Required Privileges
View Negotiation PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
View Responses PON_VIEW_SUPPLIER_NEGOTIATION_RESPONSE_PRIV
View Abstract PON_VIEW_ABSTRACT_PRIV
View Messages PON_VIEW_ONLINE_MESSAGE_PRIV
These privileges were available prior to this update.

Dudekula Jamal
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 Jamal’s Procurement

Steps to Enable
1. Navigate to Setup and Maintenance > Manage Administrator Profile Values.
2. Search for the profile option: ORA_PON_SOURCING_REDWOOD_ENABLED.
3. Set the profile value to Y.
4. Save and close. Changes take effect at next user login.

Tips and Considerations

• Negotiation lifecycle actions (pause, extend, close, award, etc.) must still be performed
in the classic app.
• Use this Redwood view for a simplified, unified display of negotiation data.
• Drill-down support for high-volume requirements (20+ questions or 5+ sections).

Key Resources
Topic Reference
Guided Journeys Overview of Guided Journeys – Oracle Help Center
Page Personalization Extending Redwood Applications with Oracle Visual Builder Studio

Redwood: View and Download Supplier Response

Category managers can now view and download supplier responses in a simplified, scrollable
Redwood-style interface. This enhanced experience allows you to navigate through
requirements, lines, and attachments with ease, and perform relevant actions directly on the
response.
Key Features
• Single-page Response View
Easily view all response details in one scrollable page with sections for header,
requirements, and lines.
• Header
Displays supplier details, response type, score, rank, purchasing document reference,
surrogate response metadata, and attachments.
• Requirements
View requirement responses in a questionnaire format. For high-volume responses,
drill-down navigation and section-based review are supported. If scoring is applicable,
section scores and weighted totals are displayed.
• Lines
View supplier responses by item, description, or category. Use filters and search to
locate specific line responses. Attachments at the line level are downloadable.
Available Actions
• Messages – View or send messages related to the negotiation.
• Disqualify – Disqualify an active supplier response with an optional note.
• Revision History – View all previous versions of the supplier’s response.
• Download PDF – Download the entire response in PDF format.
• Supplier’s View – See the response as the supplier would see it.

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 Jamal’s Procurement

Supplier Response Page

Drill-down Page for High Volume Requirements

Response Revision History

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 Jamal’s Procurement

Access Requirements
Role Type Required Privileges
Category Manager PON_VIEW_SUPPLIER_NEGOTIATION_RESPONSE_PRIV
This privilege was available prior to this update.

Steps to Enable
1. Navigate to Setup and Maintenance > Manage Administrator Profile Values.
2. Search for: ORA_PON_SOURCING_REDWOOD_ENABLED.
3. Set Profile Value to Y.
4. Save and close. Takes effect upon next user login.

Tips and Considerations

• Navigation to multiple purchasing document details is not yet supported.
• Surrogate response revision is not available in this release.
• Guided Journeys and VB Studio business rules can be used to personalize this page.
• Line search and filters enhance usability for high-volume responses.

Key Resources
Topic Reference
Guided Journeys Overview of Guided Journeys – Oracle Help Center
Page Extensions Extending Redwood Applications – Visual Builder Studio

Redwood: Use and Configure Redwood-Style Negotiation Lifecycle Change FYI

Notifications
Inform suppliers in a modern, consistent format when a negotiation is paused, extended,
closed early, amended, or canceled using Redwood-style FYI notifications. Notifications are
customizable using Oracle Analytics Publisher (BI Publisher) templates.
These notifications are sent to all invited suppliers when the corresponding negotiation
lifecycle action is taken by the buyer.
Notifications Covered
Negotiation Extended FYI Notification

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 Jamal’s Procurement

Negotiation Paused FYI Notification

Negotiation Canceled FYI Notification

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
Suppliers PON_VIEW_SUPPLIER_NEGOTIATION_SUPPLIER_FACING_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
1. Enable via Opt-In UI
o Offering: Procurement
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
2. Configure the Notification Template
o Sign in to Oracle Analytics Publisher (http://hostname.com:7001/xmlpserver)
o Go to the Catalog tab

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 Jamal’s Procurement

o Locate:
Shared Folders > Procurement > Sourcing > Negotiation Lifecycle Changes
FYI Notification Report
o Click More > Customize
This creates a copy in:
Shared Folders > Custom > Procurement > Sourcing
o Edit the template with desired changes and upload it with the appropriate locale.
Data Model Used:
o Negotiation Lifecycle Changes Notification Data Model

Tips and Considerations

• Notifications dynamically hide any attribute that doesn't contain data.
• Notifications are responsive and use the Redwood design format.
• These events help maintain supplier transparency and engagement throughout the
sourcing lifecycle.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Supplier Excluded from New Round FYI
Notification
Notify suppliers in a modern Redwood format when they are excluded from a new negotiation
round. These FYI notifications improve clarity and consistency, and can be fully customized
using Oracle Analytics Publisher templates.

Notification Covered
• Supplier Excluded from New Round FYI Notification
Sent when a new negotiation round is created and certain suppliers from a previous
round are not invited to participate.
Supplier Excluded from New Round FYI Notification

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 Jamal’s Procurement

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
Suppliers PON_VIEW_SUPPLIER_NEGOTIATION_SUPPLIER_FACING_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
1. Enable via Opt-In UI
o Offering: Procurement
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
2. Configure the Notification Template
o Sign in to Oracle Analytics Publisher (e.g.,
http://hostname.com:7001/xmlpserver)
o Go to the Catalog tab
o Locate the report at:
Shared Folders > Procurement > Sourcing > Negotiation Participation Update
FYI Notification Report
o Click More > Customize
This creates a copy at:
Shared Folders > Custom > Procurement > Sourcing
o Edit and upload the customized template with the appropriate locale.
Data Model Used:
o Negotiation Participation Update Notification Data Model

Tips and Considerations

• Fields with no data are automatically hidden in the notification.
• Use the Manage Sourcing Notifications task in Setup and Maintenance to enable or
disable this notification.
• Redwood-styled templates support modern responsive design and adaptive formatting.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Disqualify Response FYI Notification

Notify suppliers in a modern Redwood format when their response to a negotiation is
disqualified. These notifications enhance communication clarity and are customizable using
Oracle Analytics Publisher templates.

Dudekula Jamal
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 Jamal’s Procurement

Notification Covered
Supplier Response Disqualified FYI Notification
Sent to the supplier contact who submitted the disqualified negotiation response.
Supplier Response Disqualified FYI Notification

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_RESPONSE_PRIV
PON_VIEW_SUPPLIER_NEGOTIATION_RESPONSE_SUPPLIER_FACI
Suppliers
NG_PRIV
Administrato
BI Author Role (BIAuthor)
rs
These privileges and roles were available prior to this update

Steps to Enable
1. Enable via Opt-In UI
o Offering: Procurement
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
2. Configure the Notification Template
o Sign in to Oracle Analytics Publisher (e.g.,
http://hostname.com:7001/xmlpserver)
o Go to the Catalog tab
o Locate the report at:
Shared Folders > Procurement > Sourcing > Negotiation Response
Disqualified FYI Notification Report
o Click More > Customize
This creates a copy at:
Shared Folders > Custom > Procurement > Sourcing
o Edit and upload the customized template with the appropriate locale.

Dudekula Jamal
linkedin.com/in/dudekulajamal
 Jamal’s Procurement

Data Model Used:

o Negotiation Response Disqualified Notification Data Model

Tips and Considerations

• Attributes without data are automatically hidden in the notification.
• Redwood-styled notifications are responsive and adapt to various devices.
• Use business-specific language and formatting in the Oracle Analytics Publisher
template.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Negotiation Collaboration Team FYI

Notifications
Send negotiation task assigned and completed FYI notifications in a modern Redwood style
to collaboration team members. These notifications improve visibility and communication
during sourcing processes and are configurable using Oracle Analytics Publisher.

Notifications Covered
• Negotiation Task Assigned FYI Notification
Sent to collaboration team members when the buyer chooses to notify them about task
assignment.
• Negotiation Task Completed FYI Notification
Sent to the buyer when the collaboration team member completes a task.
Negotiation Task Assigned FYI Notification

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 Jamal’s Procurement

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
1. Enable via Opt-In UI
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
o Offering: Procurement
2. Configure the Notifications
o Sign in to Oracle Analytics Publisher (e.g.,
http://hostname.com:7001/xmlpserver)
o Navigate to:
Shared Folders > Procurement > Sourcing > Collaboration Task FYI
Notification Report
o Click More > Customize
Creates a copy at:
Shared Folders > Custom > Procurement > Sourcing
o Edit and upload your customized version
o Select the appropriate locale
Data Model Used:
o Collaboration Task Notification Data Model

Tips and Considerations

• Notifications will only show attributes with available data.
• Use the notification to maintain transparency in team responsibilities and task
progress.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Negotiation Approval Outcome FYI

Notifications
Send Redwood-style FYI notifications to buyers when negotiations or awards are approved.
These modern notifications ensure clarity in the negotiation and award approval process and
are configurable using Oracle Analytics Publisher.

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 Jamal’s Procurement

Notifications Covered
• Negotiation Approval FYI Notification
Sent to the buyer after the negotiation document is approved and before it is
automatically published.
• Award Approval FYI Notification
Sent to the buyer once the negotiation award is approved and ready for completion.

Award Approval FYI Notification

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
1. Enable via Opt-In UI
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
o Offering: Procurement

Dudekula Jamal
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 Jamal’s Procurement

2. Configure the Notifications

o Sign in to Oracle Analytics Publisher (e.g.,
http://hostname.com:7001/xmlpserver)
o Go to: Shared Folders > Procurement > Sourcing
o Locate and customize the following templates:
▪ Negotiation Approval Status FYI Notification Report
▪ Award Approval Status FYI Notification Report
o Save your changes in: Shared Folders > Custom > Procurement > Sourcing
o Edit and upload updated templates with the appropriate locale
Data Models Used:
o Negotiation Approval Notification Data Model
o Award Approval Notification Data Model

Tips and Considerations

• Only fields with data are displayed in the notifications.
• Helps ensure timely communication of approvals to responsible category managers.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Negotiation Open FYI Notification

Send Redwood-style FYI notifications to buyers when negotiations are opened for responding
or preview. These modern notifications are rendered using Oracle Analytics Publisher
templates and can be customized to meet your business needs.

Notification Covered
• Negotiation Open for Responding or Preview FYI Notification
Sent to the buyer after a negotiation is submitted and opened for preview or for
responding.
Negotiation Open for Responding FYI Notification

Dudekula Jamal
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 Jamal’s Procurement

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
1. Enable via Opt-In UI
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
o Offering: Procurement
2. Configure the Notification Template
o Sign in to Oracle Analytics Publisher (e.g.,
http://hostname.com:7001/xmlpserver)
o Go to: Shared Folders > Procurement > Sourcing
o Locate:
▪ Negotiation Published FYI Notification Report
o Click More > Customize → creates a copy in: Shared Folders > Custom >
Procurement > Sourcing
o Edit the customized version and upload it with the appropriate locale.
Data Model Used:
o Negotiation Published Notification Data Model

Tips and Considerations

• Fields without data are hidden automatically in the rendered notification.
• Notification improves visibility for buyers when negotiations are open for action.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

Redwood: Use and Configure Redwood-Style Negotiation Response Submitted FYI

Notifications to the Buyer
Send Redwood-style FYI notifications to buyers when a supplier submits a negotiation
response (excluding auctions). These notifications improve visibility into sourcing events and
are rendered using Oracle Analytics Publisher templates.

Notification Covered
• Negotiation Response Submitted FYI Notification (to Buyer)
Sent to the buyer when a supplier submits a response for a negotiation (RFQ, RFI,
etc.) that is not an auction.

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 Jamal’s Procurement

Negotiation Response Submitted FYI Notification

Access Requirements
Role Type Required Privileges or Roles
End Users PON_VIEW_SUPPLIER_NEGOTIATION_PRIV
Administrators BI Author Role (BIAuthor)
These privileges and roles were available prior to this update.

Steps to Enable
1. Enable via Opt-In UI
o Navigate to: Setup and Maintenance > Optional Uptake of New Features
o Offering: Procurement
2. Configure the Notification Template
o Sign in to Oracle Analytics Publisher (e.g.,
http://hostname.com:7001/xmlpserver)
o Navigate to: Shared Folders > Procurement > Sourcing
o Locate:
▪ Negotiation Response Submitted FYI Notification to the Buyer
Report
o Click More > Customize → a copy is created in: Shared Folders > Custom >
Procurement > Sourcing
o Edit the customized version and upload the template (select correct locale).

Dudekula Jamal
linkedin.com/in/dudekulajamal
 Jamal’s Procurement

Data Model Used:

o Negotiation Response Submitted Notification to Buyer Data Model

Tips and Considerations

• Fields with no data are automatically hidden in the notification.
• Applies only to non-auction negotiation types.

Key Resources
Topic Resource
Report Customization Overview of Analytics Publisher
Prebuilt Report Updates View an Updated Prebuilt Report

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Self-Service Procurement

Redwood: View Receipts for Requisitions Using a Redwood Page

Preparer and requester users can now view receipt details directly from requisitions using a
modern Redwood page in the Self-Service Procurement application. This replaces the prior
need to use the classic Receipts page.

Feature Highlights
• Access receipt details via the Redwood Requisition Life Cycle page.
• Drill down from:
o View Lifecycle (Headers and Lines View, View Details)
o View Order (Headers and Line Details under Order Lifecycle tab)
• Receipt details include:
o Summary information
o Line-level quantities
o Transaction history (via icon)
• Also accessible via the mobile app.

Drill Down to the Redwood Receipts page

Details in a Redwood Page

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Receipts Page on the Mobile Application

Access Requirements
Role Type Required Privileges
POR_MANAGE_REQ_WITH_PWA_PRIV (only required if classic app remains
Requesters
accessible)
RCV_VIEW_RECEIPT_SUMMARY_TXN_HISTORY_PWA_PRIV
These privileges were available prior to this update.

Steps to Enable
Use the Opt-In UI to enable the feature:
• Offering: Procurement
You must opt in to one of the following:
• Enable the Redwood Version as the Default Self Service Procurement Application
(Hides the classic Purchase Requisitions work area for all users)
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
(Provides dual access: classic + Redwood to users with the below privilege)
o Required Privilege: POR_MANAGE_REQ_WITH_PWA_PRIV
If you've already opted in to either feature, no further action is needed.

Tips and Considerations

• The Receipts page opens in the same tab. Use the back button to return to the source
page.
• Accessible from bookmarked pages like View Details or View Lifecycle.
• Users with View - All Requisitions privilege can also drill down to the Receipts page.

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Key Resources
Topic Resource
Privilege Setup for Custom Privileges Required for a Predefined Role for a Requisition Self
Roles Service User
Enable Guided Journeys Enable a Guided Journey for Redwood Pages
Extending Redwood Applications for HCM and SCM Using
Page Extensions
Visual Builder Studio

Redwood: Use Lead Times to Determine Delivery Dates for Requisitions

Automatically default the Requested Delivery Date for requisition lines using lead time
configurations from master items or blanket agreements. This enhancement improves date
accuracy and procurement planning in the Redwood Self Service Procurement application.

Defaulting Logic
Scenario Delivery Date Calculation
Requisition Date + Preprocessing Days + Processing
Master item without agreement
Days
Requisition Date + Agreement Line Lead Time (if
Master item with agreement
configured)
Description-based line auto
Requisition Date + Agreement Line Lead Time
sourced to agreement
Requisition Date +
No lead times found
POR_REQUESTED_DATE_OFFSET (fallback)

Item Lead Time Configuration

Agreement Line Lead Time Configuration

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Applicable Pages and Flows

• Enter Requisition Line
• Catalog shopping
• Edit Line Details
• Shopping List additions
• Special Handling Requests
• Approver editing requisitions

Not Applicable To
• Shopping using Extended Contracts
• Oracle Healthcare Marketplace
• Internal material transfers

Access Requirements
Role Type Required Privileges
POR_MANAGE_REQ_WITH_PWA_PRIV
Requesters
(not needed if full Redwood version is enabled)
This privilege was available prior to this update.

Steps to Enable
Offering: Procurement
1. Opt in to one of:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
2. Then opt in specifically to:
Use Lead Times to Determine Delivery Dates for Requisitions

Tips and Considerations

• Users can manually override the defaulted date if needed.
• Works across multiple shopping flows.
• Internal transfers are excluded (fallback logic is used).
• The default date is populated dynamically when item or source is selected.

Key Resources
Topic Resource
Privilege Setup for Custom Privileges Required for a Predefined Role for a Requisition
Roles Self Service User
Guided Journeys on Redwood
Enable a Guided Journey for Redwood Pages
Pages

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Redwood: Edit Tax Attributes on Multiple Requisition Lines

Easily update tax-determinant attributes across multiple requisition lines using the Edit
Multiple Lines feature in the Redwood Self Service Procurement application. This
improves tax compliance and reduces manual effort during requisition preparation.

Supported Attributes for Bulk Edit

• Transaction Business Category
• Tax Classification Code
• Product Type
• Assessable Value
• Product Fiscal Classification
• Product Category
• First-Party Tax Registration Number
• Third-Party Tax Registration Number
• Intended Use
• User-Defined Fiscal Classification
• Location of Final Discharge

Update One or More Tax-Determinant Attributes Using Edit Multiple Lines

Access Requirements
Role Type Required Privilege
Requesters POR_MANAGE_REQ_WITH_PWA_PRIV (unless Redwood version is default)
This privilege was available prior to this update.

Steps to Enable
Offering: Procurement
Opt in to one of the following features (if not already done):
• Enable the Redwood Version as the Default Self Service Procurement Application

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• Procure Goods and Services Using the Redwood Self Service Procurement Application
Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
Then, specifically opt in to: Edit Tax Attributes on Multiple Requisition Lines

Tips and Considerations

• Region is hidden by default: Use Oracle Visual Builder Studio to expose specific
fields.
• LOV behavior: Values in List of Values depend on related attributes (e.g., “Third-Party
Tax Registration Number” depends on “Supplier”).
• No default values are pre-filled. You must select and apply changes manually.
• Fields not modified remain unchanged for selected lines.
• Region displays only if at least one field is configured to be visible.

Key Resources
Topic Resource
Custom Role Privileges Required for a Predefined Role for a Requisition Self
Privileges Service User
Guided Journey Setup Enable a Guided Journey for Redwood Pages
Page Personalization Extending Redwood Applications Using Visual Builder Studio

Redwood: View All Smart Forms

Easily access and manage all Smart Forms you are authorized to use within the Redwood Self
Service Procurement application. This eliminates the need to navigate through categories or
conduct repeated searches.

Feature Highlights
• Displays all smart forms available to the user in a single, scrollable, and searchable
interface.
• Smart forms are sorted alphabetically by name.
• Improves speed and convenience of requisition creation.

Search Capabilities
Search smart forms using any of these attributes:
• Name
• Keywords
• Description
• Category
• Manufacturer
• Manufacturer Part Number
• Supplier
• Supplier Item
• Agreement

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Smart Forms Menu Item

View All Smart Forms

Search for Smart Forms

Access Requirements
Role Type Required Privilege
Requesters POR_MANAGE_REQ_WITH_PWA_PRIV (unless Redwood version is default)
This privilege was available prior to this update.

Steps to Enable
Offering: Procurement
Opt in to one of the following (if not already done):
• Enable the Redwood Version as the Default Self Service Procurement Application

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• Procure Goods and Services Using the Redwood Self Service Procurement Application
Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
No additional opt-in required if either option is already enabled.

Tips and Considerations

• Bookmark the Smart Forms page in your browser for quick access.
• The page displays up to 500 forms at once, but the search scans all available smart
forms.
• To hide the Smart Forms action on the homepage, update the Visual Builder Studio
property:
Show Smart Forms Action on Home Page.
• To enable guided journeys on this page, use:
Smart Forms Guided Journey Code and Smart Forms Guided Journey Task Codes in
Visual Builder.

Key Resources
Topic Resource
Elastic Search Setup Set Up Elastic Search for Catalog Shopping
Privileges for Custom Privileges Required for a Predefined Role for a Requisition Self
Roles Service User
Guided Journeys Enable a Guided Journey for Redwood Pages
Extending Redwood Extending Redwood Applications Using Oracle Visual Builder
Pages Studio

Redwood: Shop for Goods and Services Using an Employee Procurement Card
Enable preparers to select and use assigned procurement cards when creating requisitions in
the Redwood Self Service Procurement application. This improves transaction efficiency and
compliance with card-based purchasing.

Feature Highlights
• Select or edit a masked procurement card number on the Edit Requisition page.
• Procurement card is also visible in:
o My Requisitions > Headers View
o View Requisition Details
o Shopping Cart Summary (List & Table views)

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Select and Edit Procurement Card

View the Procurement Card on the Shopping Cart

Conditions for Card Use

• Card must be:
o Assigned to the preparer
o Part of an active Procurement-type program
o Active
• Line must:
o Have destination type = Expense
o Not be linked to a project
o Be associated with a supplier site that supports procurement cards

Access Requirements
Role Type Required Privilege
Requester POR_MANAGE_REQ_WITH_PWA_PRIV (only if Redwood is not default)
This privilege was available prior to this update.

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Steps to Enable
Offering: Procurement
1. Opt in to one or both of the following features:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
2. In Oracle Visual Builder Studio, set the property:
Enable Enhanced Deliver-to Location LOV in Preferences = true

Tips and Considerations

• You cannot edit the procurement card if:
o Requisition was withdrawn
o Requisition is being edited by an approver
• Requisition cannot be submitted if a selected card becomes invalid
• Card will be copied on requisition duplication only if still valid
• Procurement card visibility can be controlled using Extensibility
• When downloading requisitions to Excel, procurement card info is included

Key Resources
Topic Resource Link
Catalog Shopping Search Setup Set Up Elastic Search for Catalog Shopping
Requisition and Agreement
Set Up Elastic Search for Requisitions & Agreements
LOV
Role Privileges Reference Privileges Required for Requisition Self Service User
Extending Redwood Applications using Visual Builder
Redwood Page Extensions
Studio
Guided Journeys Setup Enable a Guided Journey for Redwood Pages

Redwood: Assign Hazard Class or UN Number Classifications to Requisitions During

Shopping
Enable users to assign UN number and hazard class attributes to requisitions for hazardous
materials in the Redwood Self Service Procurement application. These attributes can be
defaulted from item or agreement configurations or entered manually.

Feature Highlights
• Assign Hazard Class and UN Number from:
o Master Item configuration
o Blanket Purchase Agreement
o Manual entry on various requisition pages

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• Applies to:
o Catalog items (Marketplace and Punchouts)
o Smart Forms
o Noncatalog Requests
o Special Handling Requests
o All destination types: Expense, Inventory, and Work Order
• Not applicable to Internal Material Transfer requisitions
UN Number with Hazard Class Configuration

Item Configuration with UN Number and Hazard Class

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Enter Requisition Line with Item

UN Number and Hazard Class Default from Item

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Adding UN Number and Hazard Class to the Cart Table View

View UN Number and Hazard Class on a Line

Defaulting Logic
• Master Item without agreement:
→ Delivery Date = Creation Date + PreProcessing Days + Processing Days
• Master Item on agreement:
→ Use agreement values if available, else fallback to master item
• Description-based lines (e.g., Smart Forms):
→ No automatic defaulting; enter manually
• cXML-based Punchouts:
→ Hazard class can be passed in the payload; UN Number is not supported

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Access Requirements
Role Type Required Privilege
Requester POR_MANAGE_REQ_WITH_PWA_PRIV (unless Redwood is default globally)
This privilege was available prior to this update.

Steps to Enable
Offering: Procurement
1. Opt in to one or both features:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
2. No additional enablement required if already opted in.

Tips and Considerations

• UN Number defaults its linked Hazard Class when both are active.
• Invalid values for either field will prevent requisition submission.
• Both attributes can be:
o Viewed on Edit Line, Cart, Multiple Lines, and Requisition Details
o Controlled via VB Studio (visibility, mandatory conditions, etc.)
• On requisition duplication, values are copied—errors shown if invalid.
• In Shopping Cart (Table view), columns are hidden by default; use the navigator to
display.

Key Resources
Topic Resource Link
Role Privileges Reference Privileges Required for a Requisition Self Service User
Redwood Page Extensibility Extending Redwood Applications using Visual Builder Studio
Guided Journeys Setup Enable a Guided Journey for Redwood Pages

Redwood: View Transfer Order Details for Items Procured through Internal Transfers
Enable users to drill down into internal transfer order details from requisitions in the
Redwood Self Service Procurement application. This update gives requesters and preparers
visibility into fulfillment, shipment, and receipt details.

Feature Highlights
• Access transfer order details from these pages:
o My Requisitions > Headers and Lines (if all lines share the same transfer
order)
o View Details and View Requisition Details
o Line-level actions: View Order, View Shipment and Receipt

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o View Document History

• Redwood Transfer Order Page includes:
o Header and line details
o Shipment and receipt info
o Drilldowns for item, shipment, and receipt details

Actions to View Transfer Order Details from My Requisitions > Lines

Requisition Details with Transfer Order Navigation

View Order Action Drill Down to Transfer Order Redwood Page

View Shipment and Receipt Details for a Transfer Order

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Transfer Order Navigation from View Document History

Access Requirements
Role
Required Privileges
Type
Requester POR_MANAGE_REQ_WITH_PWA_PRIV (Redwood Requisitions access)
INV_VIEW_INVENTORY_TRANSFER_ORDER_PRIV (View Transfer Order
Viewer
page)
WSH_VIEW_SHIPMENT_USING_RESPONSIVE_SHIPPING_PWA (View
Viewer
Shipment Details)
RCV_VIEW_RECEIPT_SUMMARY_TXN_HISTORY_PWA_PRIV (View
Viewer
Receipt Details)
These privileges were available prior to this update.

Steps to Enable
Offering: Procurement
1. Opt in to one or both features:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
2. No re-opt-in is needed if already enabled.

Tips and Considerations

• Extensibility: Use Visual Builder Studio to show/hide:
o Transfer order info on My Requisitions > Lines
o View Order action
• If a requisition includes both internal and external sources:
o View Order shows a drawer with links to both POs and transfer orders
• View Lifecycle action is limited to purchase orders only

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Key Resources
Topic Resource Link
Role Privilege Setup Privileges Required for a Requisition Self Service User
Redwood Page Extensibility Extending Redwood Applications Using Visual Builder Studio
Guided Journey Enablement Enable a Guided Journey for Redwood Pages

Redwood: Confirm Receipts to Resolve Invoice Holds for Pending Receipts

Streamline resolution of invoice holds caused by pending receipts with the new Confirm
Receipt action in the Redwood Self Service Procurement application. Requesters and
preparers can now create receipts directly from requisition lines without navigating to the
classic receiving interface.

Feature Highlights
• Confirm Receipt action now available in:
o My Requisitions > Lines
o Requisition Details page
• Choose to:
o Receive in full
o Receive up to invoiced quantity
o Or, click Add more details to navigate to the Self-Service Receiving
application
• Once received:
o The hold-related message disappears from the requisition line
o Receipt details are visible via View Lifecycle

Confirm Receipt Action on Requisition Line

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Confirm Receipt for Receipt Shortfalls

View Receipts from the View Lifecycle Action

Add More Details to Receive

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Access Requirements
Role
Required Privileges
Type
Requester POR_MANAGE_REQ_WITH_PWA_PRIV
Preparer RCV_CREATE_RECEIPT_WITH_PWA_PRIV
RCV_CREATE_RECEIPT_PROCUREMENT_PREPARER_PWA (receive on
On Behalf
behalf of requester)
These privileges were available prior to this update.

Steps to Enable
Offering: Procurement
1. Opt in to one or both:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
2. Also required:
o Opt in to Review Requisition Lines with Invoice Holds in the Redwood Self
Service Procurement Application
3. To link to Redwood Receiving, enable profile:
o ORA_RCV_SELF_SERVICE_RECEIVING_REDWOOD_ENABLED

Tips and Considerations

• The default receipt action is Receive in full. You can change this before confirming.
• If needed, users can navigate to the Redwood Receiving app directly from the drawer.
• This feature creates a more seamless and efficient experience for managing invoice
holds.

Key Resources
Topic Resource Link
Set Up Elastic Search for Catalog Shopping, Requisitions, Agreement
Elastic Search Setup
LOV
Extending Redwood Applications for HCM and SCM Using VB
Visual Builder Studio
Studio
Guided Journey Setup Enable a Guided Journey for Redwood Pages
Invoice Hold
How You Resolve Requisition Lines with Invoice Holds
Resolution

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Redwood: Pick a Supplier Contact for Oracle Healthcare Marketplace-Based Requisition

Lines
Enhance procurement collaboration by enabling users to select a supplier contact and provide
an additional contact email when shopping for items through Oracle Healthcare Marketplace
in the Redwood Self Service Procurement application.

Feature Highlights
• Supplier contact and additional contact email fields are available in the Additional
Details drawer.
• Fields become editable only after a supplier and site are selected.
• Improves routing accuracy and facilitates timely supplier communication.

Supplier Contact Details on the Additional Details Drawer

Access Requirements
Role Type Required Privilege
Requester POR_MANAGE_REQ_WITH_PWA_PRIV
This privilege was available prior to this update. Not required if the Redwood version is set as
default.

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 Jamal’s Procurement

Steps to Enable
Offering: Procurement
1. Use the Opt in UI to enable this feature.
2. Opt in to one or both of the following features:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Requires: POR_MANAGE_REQ_WITH_PWA_PRIV
If already opted in, no additional steps are required.

Key Resources
Topic Resource
Redwood Procurement Procure Goods and Services Using the Redwood Self Service
Usage Procurement Application readiness training
Privileges Required for a Predefined Role for a Requisition Self
Privilege Configuration
Service User
Extending Redwood Applications for HCM and SCM Using Visual
Page Extensibility
Builder Studio

Redwood: View Project Cost Distribution Results on the Cart Page

Enhance procurement efficiency by viewing project cost distribution results in a convenient
drawer view directly from the Cart page in the Redwood Self Service Procurement application.
This update replaces the previous navigation to a separate page with a more seamless in-context
experience.

Feature Highlights
• Trigger cost allocation using Distribute Project Costs.
• Use View Results to review cost distribution outcomes in a side drawer.
• Results display success or failure, with messages and relevant distribution details.
• Use the column manager to customize visible fields for analysis.

View Results after Running Distribute Project Costs Action

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Review Results in a Drawer

Results Display upon Successful Allocation of Project Costs

Access Requirements
Role Type Required Privilege
Requesters POR_MANAGE_REQ_WITH_PWA_PRIV
Project
Cost PJC_DISTRIBUTE_AWARD_PROJECT_COSTS_AND_QUANTITIES_PRI
Distributio V
n
These privileges were available prior to this update.
POR_MANAGE_REQ_WITH_PWA_PRIV is not required if the Redwood version is set as the
default.

Steps to Enable
Offering: Procurement
1. Go to the Opt in UI and enable:

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o Enable the Redwood Version as the Default Self Service Procurement

Application, or
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
Already opted in? No need to opt in again.

Key Resources
Topic Resource
User Role Privileges Required for a Predefined Role for a Requisition Self
Configuration Service User
Guided Journeys Enable a Guided Journey for Redwood Pages
Extending Redwood Applications for HCM and SCM Using Visual
Extensibility
Builder Studio

Redwood: Use Extended Precision for Quantity in Requisitions

Enhance accuracy and flexibility in requisition management by applying up to 12-digit
precision to the Quantity field across the Redwood Self Service Procurement application.

Feature Highlights
• Enter quantity values with maximum precision of 12 digits.
• Quantity values beyond 12 digits are automatically rounded to the supported limit.
• Extended precision applies to these pages:
o Shopping Cart (List and Table View)
o Product Details
o Shopping List Details
o My Requisitions > Lines (Quantity Column)

12-Digit Quantity Precision on Shopping Cart

12-Digit Quantity Precision on My Requisitions > Lines

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Quantity Precision on Product Details

Access Requirements
Role Type Required Privilege
Requesters POR_MANAGE_REQ_WITH_PWA_PRIV
Privilege not needed if the Redwood version is set as default. This role was available before
this update.

Steps to Enable
Offering: Procurement
Enable through Opt-In UI by selecting one or both of these features:
• Enable the Redwood Version as the Default Self Service Procurement Application
→ Makes the new Purchase Requisitions work area default.
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Grants access to users with the POR_MANAGE_REQ_WITH_PWA_PRIV
privilege.
Already opted in? No further action required.

Tips and Considerations

• Values beyond 12 digits will be automatically rounded.
• The entered quantity will be used in requisition line amount calculations.
• You can observe this precision behavior on all supported Redwood pages.

Key Resources
Topic Resource
Privileges Required for a Predefined Role for a Requisition Self
Role Privileges
Service User
Redwood Guided
Enable a Guided Journey for Redwood Pages
Journeys
Extending Redwood Applications for HCM and SCM Using Visual
Page Customization
Builder Studio

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Redwood: Display Results Alphabetically When Shopping Using Featured Categories

Enhance shopping efficiency in the Redwood Self Service Procurement application by
displaying catalog results in alphabetical order when drilling into featured categories. This
improvement applies to local catalog content, smart forms, and punchout or informational
catalogs in both Card and Table views.

Drill Down on the Monitors Featured Category

Results Displayed Sorted Alphabetically

Feature Behavior
• Alphabetical sorting is default when drilling into a featured category.
• Applies consistently across Card and Table views.
• Switching between featured categories maintains alphabetical ordering.
• If a keyword search is entered after selecting a category, results are sorted by
relevance, not alphabetically.

Access Requirements
Role Type Required Privilege
Requesters POR_MANAGE_REQ_WITH_PWA_PRIV
This privilege is not needed if the Redwood version is enabled by default.

Steps to Enable
Offering: Procurement
Enable through Opt-In UI by selecting one or both of the following features:

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• Enable the Redwood Version as the Default Self Service Procurement Application
→ Makes the Redwood Purchase Requisitions (New) work area default.
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
→ Grants access to users with the POR_MANAGE_REQ_WITH_PWA_PRIV
privilege.
Already opted in? No further action is needed.

Tips and Considerations

• This feature improves findability of items, especially in categories with numerous
results.
• Keyword searches override alphabetical sorting and apply relevance-based ranking.
• Make sure Elastic Search is correctly set up for catalog shopping for this feature to
function as expected.

Key Resources
Topic Resource
Elastic Search
Set Up Elastic Search for Catalog Shopping
Setup
Privileges Required for a Predefined Role for a Requisition Self Service
User Privileges
User
Guided Journeys Enable a Guided Journey for Redwood Pages
Page Customization Extending Redwood Applications using Oracle Visual Builder Studio

Redwood: Select a Manufacturing Relationship to Create Requisitions for Items

Shop based on manufacturer relationships directly in the Redwood Self Service Procurement
application. Users can now search, view, and select items with specific manufacturer and
part number details using the Enter Requisition Line page, improving accuracy and
compliance when creating requisitions.

Feature Behavior
• Use Advanced Search on the Enter Requisition Line page to view items and their
manufacturer details.
• Manufacturer and Manufacturer Part Number values default automatically based on
the selected item relationship.
• Obsolete relationships are visible during search but are not carried forward to the
requisition line.
• Fields can be made read-only using extensibility if necessary.

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Display Manufacturer and Part Number Details for Master Items

Default Item with Manufacturer Relationship Details on the Line

Access Requirements
Role Type Required Privilege
Requesters POR_MANAGE_REQ_WITH_PWA_PRIV

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Role Type Required Privilege

Quick Entry Access POR_CREATE_REQUISITION_ALLOW_QUICK_ENTRY_PRIV
Search Access EGP_GET_SEARCH_VIEW_REST_PRIV
Index Access EGP_GET_PM_INDEX_REST_PRIV
These privileges were available prior to this update.

Steps to Enable
Offering: Procurement
Enable via Opt-In UI by selecting one or both of these:
• Enable the Redwood Version as the Default Self Service Procurement Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
Additionally, opt in to:
• Search and Select Items using Item Attributes under Self Service Procurement
• Search Items Using the New User Interface under Product Management
Profile Option Required:
• ORA_FND_SEARCH_INITIAL_INGEST_JOB_SCHEDULE_ENABLED
Setup Requirements:
1. Configure item search: via Configure Index and Configure View tasks.
2. Configure data security: Set up data security for item classes if Product Hub is
licensed.

Tips and Considerations

• If the manufacturer relationship is obsolete, it will not be included on the requisition
line.
• Ensure you run the appropriate ESS jobs to view updated relationship details in
search.
• Users can still modify defaulted manufacturer values manually.
• Manufacturer-related fields are supported across smart forms, catalog items, and
direct item entry.

Key Resources
Topic Resource
Overview Overview of Product Management Search
Data Security Set Up Data Security for Item Classes
Indexing Build Item Keyword Index
Extending Pages Extending Redwood Applications using Visual Builder Studio
Guided Journeys Enable a Guided Journey for Redwood Pages

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Redwood: Edit Amount for Agreement-Based Lines in Shopping Search Results

Empower requesters to edit amounts for eligible agreement-based lines directly within the
table view of the shopping cart in the Redwood Self Service Procurement application.

Feature Overview
You can now update amount-based agreement lines inline when shopping—if the associated
agreement allows amount modifications. If not permitted by the agreement setup, the amount
field remains read-only.
• Editable for: Agreement lines configured to allow amount overrides
• Read-only for: Agreement lines that disallow amount changes
• Error handling:
o Validation against price tolerance ranges
o Nonnumeric and negative values not accepted

Amount Editable in Table View of Search Results

Amount Read-Only Where Agreement Disallows Update

Access Requirements
Role
Required Privilege
Type
POR_MANAGE_REQ_WITH_PWA_PRIV (Manage Requisition with the
Users
Redwood Self Service Procurement Application)
This privilege is not required if you’ve enabled the Redwood application as the default.

Steps to Enable
Use the Opt In UI
Navigate to: Optional Uptake of New Features
Offering: Procurement
To use this feature, opt in to one or both of the following:
• Enable the Redwood Version as the Default Self Service Procurement
Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application

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Tips and Considerations

• Amount is editable in transaction currency, triggering recalculation of functional
currency.
• Changes aren’t saved if you navigate away from the Search Results page.
• Sorting is available on the Amount column.
• Requisition submission will validate the entered amount against agreement settings and
tolerances.

Key Resources
Topic Resource
Required
Privileges for Requisition Self Service User
Privileges
Redwood Extending Redwood Applications for HCM and SCM Using Visual
Extension Builder Studio
Guided Journeys Enable a Guided Journey for Redwood Pages

Redwood: Search for Locations Using Additional Attributes in Preferences

Enable advanced search functionality for deliver-to locations on the Preferences page in the
Redwood Self Service Procurement application. Users can now filter locations using additional
attributes, making it easier to find valid options quickly and accurately.

Feature Overview
You can now filter location searches using the More search options link, which opens a drawer
with enhanced filtering capabilities. Search can be refined using the following attributes:
• Location
• Location Code
• Address Line 1
• Town or City
• Postal Code
• Country Code
Search supports both Starts with and Contains operators.
Use More search options to Launch More Search Options

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Search Using Keyword

Refine Search Using Filters

Behavioural Changes
• Minimum Characters for Basic Search: Enter at least 1 character to trigger search.
• Search Scope Limitation: You’ll now only see valid locations—excluding sites tied
to inventory orgs outside the current Requisitioning BU's management.
• Recently Selected Locations: The “last 5” suggestion feature is not available when
this feature is enabled.

Access Requirements
Role
Required Privilege
Type
POR_MANAGE_REQ_WITH_PWA_PRIV (Manage Requisition with the
Users
Redwood Self Service Procurement Application)
This privilege is not needed if you’ve already opted in to use the Redwood version as the
default.

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Steps to Enable
Use the Opt In UI
Navigate to: Optional Uptake of New Features
Offering: Procurement
To enable this feature, opt in to one or both of the following:
• Enable the Redwood Version as the Default Self Service Procurement
Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
Additionally, you must enable the following Visual Builder Studio property:
Enable Enhanced Deliver-to Location LOV in Preferences

Tips and Considerations

• Basic search now supports only Starts with for Location and Location Code.
• The advanced drawer allows multi-attribute filtering and sorting, but may require
retraining for end users.
• Search results are cleaner and more relevant, helping eliminate errors due to invalid site
selections.

Key Resources
Topic Resource
Privileges
Privileges for Requisition Self Service User
Reference
Redwood Extending Redwood Applications for HCM and SCM Using Visual
Extension Builder Studio
Guided Journeys Enable a Guided Journey for Redwood Pages

Redwood: View Purchase Order PDF as a Requester

Requesters can now view and download the purchase order (PO) PDF directly from the
Redwood Self Service Procurement application. This PDF contains the full PO details and can
be used for recordkeeping, printing, or sharing.

Feature Overview
You can now access the View PDF action on the View Order page within the requisition
lifecycle. This opens the official purchase order PDF associated with your requisition.

View PDF Action on the View Order Page

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Purchase Order PDF

Benefits
• Enables easy access to formal PO documents.
• Facilitates sharing and printing for audit or vendor communications.
• Streamlines purchasing workflows by consolidating access within the Redwood
application.

Access Requirements
Role
Required Privilege
Type
POR_MANAGE_REQ_WITH_PWA_PRIV (Manage Requisition with the
Users
Redwood Self Service Procurement Application)
This privilege is not required if you've already opted into the Redwood default version

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Steps to Enable
Use the Opt In UI
Navigate to: Optional Uptake of New Features
Offering: Procurement
To enable this feature, opt in to one or both of the following:
• Enable the Redwood Version as the Default Self Service Procurement
Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application

Tips and Considerations

• No extra security roles or privileges are needed—requesters automatically have access
to view PDFs for purchase orders tied to their requisitions.
• The View PDF button is visible for any eligible requisition’s associated purchase order.

Key Resources
Topic Resource
Redwood Procurement Procure Goods and Services Using the Redwood Self Service
Overview Procurement Application
Privileges Required for a Predefined Role for a Requisition Self
Privilege Mapping
Service User
Extending Redwood Applications for HCM and SCM Using
Extension Guide
Visual Builder Studio

Redwood: View the Line Number When Editing Requisition Line Details
As a requester in the Redwood Self Service Procurement application, you can now view the
line number while editing a requisition line. This enhancement provides better context during
line edits, especially when working with multiple lines.

Feature Overview
When editing a line—whether on the Line Details or Delivery and Billing Details page—the
line number is now displayed to help you quickly identify which line you are editing.
Line Number Displayed during Line Edit

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Additionally, when you create a smart form or noncatalog request, a confirmation message
shows the total number of lines now present in the shopping cart. The View Cart link will also
reflect this count in parentheses.
Number of Lines in the Shopping Cart

Benefits
• Improved usability for users managing multiple lines.
• Quick line identification during editing.
• Enhanced visibility into cart status during smart form or noncatalog item creation.

Access Requirements
Role
Required Privilege
Type
POR_MANAGE_REQ_WITH_PWA_PRIV (Manage Requisition with the
Users
Redwood Self Service Procurement Application)
This privilege is not required if you've opted in to the Redwood default version.

Steps to Enable
Use the Opt In UI
Navigate to: Optional Uptake of New Features
Offering: Procurement
To enable this feature, opt in to one or both of the following:
• Enable the Redwood Version as the Default Self Service Procurement
Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
Key Resources
Topic Resource
Privileges Required for a Predefined Role for a Requisition Self
Privilege Setup
Service User
Extending Redwood Extending Redwood Applications for HCM and SCM Using Visual
Pages Builder Studio
Guided Journeys Enable a Guided Journey for Redwood Pages

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Redwood: Search for Agreements and Supplier Sites Using Additional Information
Enhance your search experience with expanded List of Values (LOVs) in the Redwood Self
Service Procurement application. Now, when searching for agreements or supplier sites, you
can view additional identifying information directly in the LOV results to make more
informed selections.

Feature Overview
Agreement LOV Enhancements
You can now search by and view the Agreement Description in the LOV results. This is
supported for both:
• Contract Purchase Agreements
• Blanket Purchase Agreements

Display Agreement Description in Agreement LOV Search Results

Available on:
• Enter Requisition Line
• Edit Line Details
• Create/Edit Smart Form Requests

Supplier Site LOV Enhancements

The Procurement BU associated with each supplier site is now displayed in the LOV, helping
you disambiguate similarly named supplier sites across different BUs.

Display Procurement BU in Supplier Site LOV Search Results

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Available on:
• Enter Requisition Line
• Edit Line Details
• Create/Edit Smart Form Requests
• Create/Edit Noncatalog Requests

Benefits
• Improved search clarity when working with multiple similarly named entries.
• Accurate selection of agreement and supplier site values.
• Better visibility of context-specific procurement details.

Access Requirements
Role
Required Privilege
Type
POR_MANAGE_REQ_WITH_PWA_PRIV – Manage Requisition with the
Requester
Redwood Self Service Procurement Application
This privilege isn’t needed if you've opted into the Redwood default version. It existed prior to
this update.

Steps to Enable
Use the Opt in UI under the Optional Uptake of New Features section:
Offering: Procurement
Opt in to one or both of the following features:
• Enable the Redwood Version as the Default Self Service Procurement Application
• Procure Goods and Services Using the Redwood Self Service Procurement Application

Tips and Considerations

• Ensure Elastic Search is properly configured to support catalog and agreement LOV
results.
• For supplier sites reused across BUs, showing the Procurement BU ensures accurate
selection and downstream order processing.
• No additional configuration is required beyond opting in and Elastic Search setup.

Key Resources
Topic Resource
Catalog Search
Set Up Elastic Search for Catalog Shopping
Setup
Privileges Required for a Predefined Role for a Requisition Self Service
Role Configuration
User
Extending Redwood Applications for HCM and SCM Using Visual
Page Extensions
Builder Studio
Guided Journeys Enable a Guided Journey for Redwood Pages

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Redwood: Refine Requisition Search Using Requester or Preparer Email

You can now refine requisition search results using email filters on the My Requisitions page
in the Redwood Self Service Procurement application. This enhancement helps accurately
identify requisitions when multiple users share the same name.

New Filters Available

• Entered by Email
• Requester Email
These filters use "Contains" keyword search to display matching results.

Where You Can Use This Feature

• My Requisitions page → More Filters section

Search Using Requester Email

Requisitions Filtered Using Requester Email

Access Requirements
Users must have this privilege:
• Manage Requisition with the Redwood Self Service Procurement Application
(POR_MANAGE_REQ_WITH_PWA_PRIV)
This privilege was available prior to this update and is not needed if Redwood is the default.

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Steps to Enable
Use the Opt in UI to enable:
Offering: Procurement
Choose one or both:
• Enable the Redwood Version as the Default Self Service Procurement Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
If already opted in, no action is needed.

Tips and Considerations

• When you land on the page, it defaults to show requisitions entered by the current user.
• If the same name appears for multiple users, refine using the email filter.
• Both new filters are under "More Filters".
• Searches use "Contains" logic, offering broader matching.

Redwood: UOM-Controlled Items

You can now add dual unit of measure (UOM)-controlled items to internal transfer
requisitions using the Redwood Self Service Procurement application.
Previously, dual UOM-controlled items could only be purchased from suppliers.

Key Capabilities
• Create internal material transfer requisitions for items with dual UOMs.
• Shop via catalog or use the Enter Requisition Line page.
• View and select either primary or secondary UOM as per the item setup.
• If a Unit of Issue is defined, the requisition line uses that for the transfer.
• Drill down into the Transfer Order to view fulfillment, shipment, and receipt details.

View and Select Item in Primary or Secondary UOM

View Transfer Order, Shipment, and Receipt Details

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Edit Line Details of Internal Transfer Requisition for Dual UOM-Controlled Item

Access Requirements
Users need this privilege to access the feature:
• POR_MANAGE_REQ_WITH_PWA_PRIV — Manage Requisition with the Redwood
Self Service Procurement Application
Note: This privilege is not required if the Redwood version is set as the default application.

Steps to Enable
Offering: Procurement
Opt in to one or both features:
• Enable the Redwood Version as the Default Self Service Procurement Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
Additionally, opt in to:
• Purchase Items That Are Priced in Their Secondary UOM (under Purchasing)
If already opted in, no action is required.

Tips and Considerations

• You can request items using either primary or secondary quantity.
• For internal transfers, conversions follow the item setup with no manual override.
• This conversion behavior is consistent regardless of opt-in status for secondary
UOM pricing.

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Redwood: Use Extensibility Capabilities in Self Service Procurement

You can now apply business rules and field validations to Descriptive Flexfields (DFFs) in
the Redwood Self Service Procurement application.

Extensible Pages
Header DFFs
You can set fields to Required, Read-Only, or Hidden on the following pages:
• Edit Summary
• Requisition Details
• Shopping Cart
Line DFFs
You can apply the same controls to:
• Edit Multiple Lines
• Requisition Details > View Line Details Drawer
• Edit Line Details
• Shopping Cart

Enhanced Business Rules Support

You can now write rules for the following UI elements and actions:
Page Action
Edit Summary Hide Procurement Card
My Requisitions Hide Confirm Receipt, Hide View Transfer Order
Requisition Hide Confirm Receipt, Hide View Transfer Order, Hide Transfer Order
Details details
Delivery Billing Hide, require, default, or make read-only: UN Number, Hazard Class
Edit Multiple Hide, require, default, or make read-only: UN Number, Hazard Class
Lines Hide Split Distributions

Access Requirements
Privilege Required Description
Manage Requisition with the Redwood Self
POR_MANAGE_REQ_WITH_PWA_PRIV
Service Procurement Application
Note: This privilege is not required if Redwood is the default Self Service Procurement app.

Steps to Enable
Offering: Procurement
Opt in to one or both:
• Enable the Redwood Version as the Default Self Service Procurement Application
• Procure Goods and Services Using the Redwood Self Service Procurement
Application
If already opted in, no further action is required.

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Tips and Considerations

• Use Express Mode when extending in Visual Builder Studio.
• Only extend features listed in the Extending the Redwood Self Service Procurement
Application guide.
• The base application for extensions is Procurement.

Redwood: Create Distributions on Multiple Requisition Lines

You can now create one or more distributions on multiple requisition lines using the Edit
Multiple Lines feature in the Redwood Self Service Procurement application. Previously, you
could only update existing distributions.
After selecting lines for update and navigating to the Edit Multiple Lines page, two options
are available in the Billing section:
• Update existing distributions (existing behavior)
• Delete and create distributions (new) – lets you start fresh by deleting existing
distributions and creating new ones.
Distributions can also be split, edited, or deleted before being applied to selected lines. This
feature supports budget date entry in budgetary control-enabled business units.

You can’t split distributions for Work Orders or Inventory Destination types. Select
Expense as the destination type to use this feature.

Billing Section with Options to Update or Create Distributions

Create Distributions to Replace Existing Distributions on All Lines

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Create Distributions in Budgetary Control-Enabled Business Units

Access Requirements
Ensure users have the following role or privilege:
Privilege Purpose
POR_MANAGE_REQ_WITH_PWA_PRIV Access to Redwood Self Service Procurement
Not needed if Redwood is already the default requisitioning experience.

Steps to Enable
1. Go to Opt in UI > Procurement Offering.
2. Enable one or both:
o Enable the Redwood Version as the Default Self Service Procurement
Application
o Procure Goods and Services Using the Redwood Self Service Procurement
Application
If already opted in, no further action is required.

Tips and Considerations

• You can create distributions with any percentage; 100% is only enforced at submission.
• You must specify a percentage to create a distribution.
• If multiple destination types are selected, ensure only Expense lines are chosen.
• Favourites or manually entered charge accounts are supported.
• Budgetary control-enabled BUs allow setting the budget date.

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25C Fixes and Enhancements

Problem: One-Time Address was not visible in Requisition Details.

Solution: The One-Time Address field is now correctly displayed on the Requisition Details
page.
Oracle Reference: 37557943

Problem: The field label was incorrectly shown as "Item Type" instead of "Line Type."
Solution: The label has been corrected to display as Line Type in Create and Edit Request
pages.
Oracle Reference: 37475815

Problem: Charge account details didn’t update immediately when related attributes (like
project fields) were modified.
Solution: The Charge Account field now updates in real time on the Delivery and Billing
section after attribute changes.
Oracle Reference: 37658256

Problem: Sites LOV listed unrelated sites from all Procurement BUs, even those not tied to
the selected agreement.
Solution: Sites LOV now filters and displays only unassigned sites linked to the Agreement’s
Procurement BU.
Oracle Reference: 37750404

Problem: Line numbers and distribution numbers were not sequential upon requisition
submission.
Solution: Fix applied to ensure that both line and distribution numbers are ordered sequentially
after submitting.
Oracle Reference: 37522286

Problem: Shopping cart line table showed duplicate rows or missing lines after filtering,
updating quantities, or using duplicate/delete actions.
Solution: Table display issues have been resolved to ensure stable and consistent behavior
during line updates.
Oracle Reference: 37358661

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