This article aims to highlight an exciting new feature introduced in the Oracle Procurement Cloud with Release 24D. Users can attach various documents during the supplier registration process. This includes everything from W8/W9 forms to insurance/quality certificates, annual reports and so on. The feature utilizes GenAI to analyze the content of these attached documents and generate a concise summary. Currently, only PDF and TXT file formats are supported for summarization. Regardless of the document’s original language, the summary will be provided exclusively in English. Let’s explore how to configure and execute this feature effectively.
Configuration
Here are the steps to configure this new feature.
1. Log in to the application. This is how the home screen will look like.
2. Click the Navigator from the top left of the page to see the available options.
3. Click Setup and Maintenance under Others. Please ensure Procurement is chose for Setup.
4. Click the Change Feature Opt In hyperlink.
5. Click the pencil shaped Edit button under Features for Suppliers.
6. Enable the last available option, Summarize Supplier Registration Attachments with Generative AI. Click the Done button after enabling this feature.
The above steps will enable this feature and the configuration part is complete.
Execution
Here are the steps to execute this new feature.
1. Log in to the application. This is how the home screen will look like. Choose the Procurement tab.
2. Click the Suppliers tile available under Procurement.
3. This is how the Suppliers landing page will look like. Click Tasks from the floating bar on the right to see the available Tasks. Click the Register Supplier task.
4. Fill in the supplier details. Please make sure to add an attachment by clicking the + button near Attachments. Click the Register button after providing all the relevant details.
5. A confirmation is received that the supplier registration request was submitted. Click the OK button.
The execution steps outlined above reflect the perspective of the user registering the supplier. The subsequent steps will detail the process from the viewpoint of the user responsible for approving the supplier registration. In this scenario, that user is Calvin Roth, the Procurement Manager.
1. Log in to the application. This is how the home screen will look like for Calvin Roth.
2. Click the bell shaped Notifications icon on the top right near the user’s profile photo. The number 1 displayed in red signifies the number of unread notifications.
3. Click the hyperlink which says Supplier Registration Request 31004 for Vinyl Plus.
4. There is a section Attachment Summaries which has the summary of the attached file.
This feature is incredibly useful for organizations that require approvers to sift through hundreds of supplier registrations daily, often accompanied by numerous uploaded attachments. By enabling this feature, approvers receive concise summaries of the attachments, allowing them to quickly grasp the essential information without needing to click through each link. This not only streamlines the review process but also conserves valuable time and effort for the approvers.
Hope this helps. Please share any questions, suggestions, or feedback you might have in the comments section.
Have a great day!
Disclaimer
I work for Huron Consulting Group, an Oracle partner. I conducted the configuration and execution for this post in a demo environment provided by Oracle, intended for learning. This blog post serves to share my experiences with the community.
Leave a Reply