Thursday, December 26, 2024

How to create a procurement Agent & Test PO PDF Output in Oracle Fuion SCM

If are trying to open any PO from the system you should have the below access then only you are able to view or you can make any changes to the existing PO's

1.Your user account should linked to employee Record

Navigation: Clink on the navigator and select User & Roles under "My Team" Task 

Click on the "+" icon to create an employee for the user account


Enter all the mandatory data and then select "Link user account" & Search for your user account to be linked.
and then click on save & close. By completing this step, your user account is associated with an employee record.

Now we will give data set access to the needed user account
To do this below we need to go to setup & maintenance and search for "Manage Data Access for Users" Task and give access



And then save and close, after this step data set access will be added


Then create a procurement agent for your user account

To do this we need to go to Setup & Maintenance and search for "Manage Procurement Agents" Task



Once the Task Opens click on "+" to create a procurement agent for your user account

Give the details of the Business Unit, Agent(Your user account if your account is not appearing, it means your user is not linked to an Employee for this follow the above step)

and you can control the different actions by setting the access priority and then save and close


Now we set all of them, you can test it now you will be able to search a PO and you can view and edit based on the action you needed



Search for a PO



If you want to test any PO PDF output, click the VIEW PDF button.


                                                *************Thank You*************

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