How can we hide an icon or tile on the Springboard?

More often, consultants try to hide or display icons on the Springboard or Navigator.

For example, we can play around the classic Contract icon, especially since Oracle has introduced a new one with Redwood.

To achieve that, we need to work through sandbox customization.

Classic Contract Icon

Go to → Edit Global Page Template

Create Sandbox, with Structure option

Create and Enter (Sandbox)

Go to → Configuration → Structure

Navigate to → Contract Management → Contract

Update the 'Show on Springboard' value → No

Publish the Sandbox

Click → Publish

Sign out, then sign back in, and validate the icon.

Similarly, you can play with the Navigator, EL expressions!

Understanding Units of Measure (UOM) - Simple Guide

When working with product data, one thing that always comes up is Units of Measure, or UOM. At first, it can feel confusing, but once you get the basics, it becomes very straightforward. Let’s break it down in a simple way.

What is a UOM?

A Unit of Measure (UOM) is just a way to describe how we count or measure something.

For example:

• We count items as each
• We measure weight in grams or kilograms
• We track time in seconds or minutes

UOM Classes – Grouping Similar Units

UOMs are grouped into something called classes. Each class contains similar types of measurements.

Some common examples:

• Quantity → each, dozen, box
• Weight → gram, kilogram, pound
• Time → second, minute, hour
• Volume → cubic inches, cubic feet

Each class has one base unit. This is the main unit used for all calculations.

For example:

• Quantity → base is each
• Weight → base is usually gram
• Time → base is second

UOM Class, UOM and Base UOM - Examples

Unit of Measure Class	Units of Measure	Base Unit of Measure
Quantity	dozen box each	each
Weight	pound kilogram gram / ounce	gram / oz
Time	hour minute second	second
Volume	cubic feet cubic centimeters cubic inches	cubic inches

How Conversions Work

All conversions are tied to the base unit.

Let’s take a simple example from the Quantity class:

• 1 Box (8 items) = 8 Each
• 1 Box (4 items) = 4 Each

So everything is calculated using each behind the scenes.

What is Primary UOM?

The Primary UOM is the default and base unit in which an item is:

• Stored in inventory
• Tracked for quantity
• Valued (costing)
• Reported across the system

UOM Class, UOM and Base UOM – Conversion Factor

Unit of Measure Class	Unit of Measure	Base Unit of Measure	Conversion Factor
Quantity	dozen	each	12 (1 dozen = 12 each)
Weight	pound	gram	454 (1 pound = 454 grams)
Time	minute	second	60 (1 minute = 60 seconds)

What is Stocking UOM?

• A default stocking unit of measure lets you store the same item in different UOMs across or within organizations.
• Stocking UOMs can be set at the organization level, subinventory level, or both.

Item (Example): Mineral Water Bottle

Advanced UOM Conversion Types

IntraClass Conversion (Healthcare)

• Intra-class UOM conversion allows inventory to be converted between unit of measures within the same UOM class.
• Conversion Logic (Same UOM Class)
• 1 Target UOM = Conversion Factor x Primary UOM
• 1 Box = 4 Each

InterClass Conversion (Manufacturing)

• Inter-class UOM conversion allows inventory to be converted between unit of measures across the UOM class.
• The inventory tracking will always be done in terms on Primary UOM of an item.
• Volume to Weight (Liters to Kgs)
• 1 Target UOM (Target Class) = Conversion Factor × Primary UOM (Primary Class)
• 1 L = 0.92 KG

Packaging Strings - Items (Healthcare)

Base Unit of Measure	Conversion Multiplier	Units of Measure	Unit of Measure Class
Glove	1	Each	Quantity
Each	120	Box	Quantity
Box	24	Carton	Quantity
Carton	16	Case	Quantity

Multiplier	Content UOM	UOM Name	Base Unit Conversion
120 X	Each	= Box	120
24 X	Box	= Carton	2,880
16 X	Carton	= Case	46,080

Dual Measures (Manufacturing / Food & Beverage )

Dual Units – Two Ways to Track the Same Item

In some industries, especially manufacturing or food, items are handled using two units.

• Primary UOM → for tracking
• Secondary UOM → for pricing

Example:

• Tuna is tracked as each (per fish)
• But priced based on weight (pounds)

This helps businesses stay accurate in both inventory and billing.

Dual Measures – How it works?

• Use dual units of measure: manage items in the primary unit (Each) but price them in a secondary unit (Pounds).
• Example: Sushi Tuna is handled as one fish each, but priced based on its weight.
• Track both units throughout the order process since each fish varies in size and price.

UOM might look technical at first, but it’s really just about keeping things consistent.

Once you understand:

• classes
• base units
• and simple conversions

everything else falls into place.

Supplier's Tax Classification Code SQL Query

Supplier Level - Tax Classification Code

SQL

SELECT HP.PARTY_NAME            SUPPLIER_NAME,
       SUP.SEGMENT1             SUPPLIER_NUMBER,
       ZTAX.TAX_CLASSIFICATION_CODE,
       ZREG.TAX_REGIME_CODE,
       ZREG.REGISTRATION_NUMBER TAX_REGISTRATION_NUMBER,
       ZREG.EFFECTIVE_FROM
FROM   ZX_PARTY_TAX_PROFILE ZTAX,
       ZX_REGISTRATIONS ZREG,
       HZ_PARTIES HP,
       POZ_SUPPLIERS SUP
WHERE  1=1
       AND ZTAX.PARTY_ID = HP.PARTY_ID
       AND ZTAX.PARTY_TYPE_CODE = 'THIRD_PARTY'
       AND ZREG.PARTY_TAX_PROFILE_ID (+) = ZTAX.PARTY_TAX_PROFILE_ID
       AND HP.PARTY_ID = SUP.PARTY_ID
       AND SUP.SEGMENT1 = '1068' -- SUPPLIER NUMBER

Supplier Address Level - Tax Classification Code

SQL

SELECT HP.PARTY_NAME            SUPPLIER_NAME,
       SUP.SEGMENT1             SUPPLIER_NUMBER,
       HPS.PARTY_SITE_NAME,
       ZTAX.TAX_CLASSIFICATION_CODE,
       ZREG.TAX_REGIME_CODE,
       ZREG.REGISTRATION_NUMBER TAX_REGISTRATION_NUMBER,
       ZREG.EFFECTIVE_FROM
FROM   ZX_PARTY_TAX_PROFILE ZTAX,
       ZX_REGISTRATIONS ZREG,
       HZ_PARTIES HP,
       HZ_PARTY_SITES HPS,
       POZ_SUPPLIERS SUP
WHERE  1=1
       AND ZTAX.PARTY_ID = HPS.PARTY_SITE_ID
       AND ZTAX.SITE_FLAG = 'Y'
       AND HP.PARTY_ID = HPS.PARTY_ID
       AND ZTAX.PARTY_TYPE_CODE = 'THIRD_PARTY_SITE'
       AND ZREG.PARTY_TAX_PROFILE_ID (+) = ZTAX.PARTY_TAX_PROFILE_ID
       AND HP.PARTY_ID = SUP.PARTY_ID
       AND SUP.SEGMENT1 = '1068' -- SUPPLIER NUMBER

SQL(s) Output

Additionally, how can the supplier tax classification code be uploaded at the supplier address level through FBDI?

As per the below Oracle KB Article:

(KB122162) PRC:POZ:Tax Classification Code Not Getting Populated Through Supplier Import Program

//

Solution

Please follow the below steps to update the 'Tax Classification Code' for the Suppliers/Party's via FBDI.
User has to log in with Implementation user to perform this setup.

1. Go to Task Manage Tax Regimes → Click Rapid Setup Spreadsheet → "Download Tax Implementation Workbook"
2. Go to → Party Classifications tab in the Excel spreadsheet and Right Click on it and unhide the 'Party Tax Profile Controls' tab and provide 'Party type' as third Party and Party number, Party name and Tax Classification Code and save the sheet.
3. Convert into CSV & load zip into Rapid Setup Spreadsheet → Load Tax Implementation Workbook .
4. Migrate the solution as appropriate to other environments.

Cause

Tax classification code will not be updated using Supplier Import Program.

//

How to Enable Oracle Built-In AI Agents?

   Steps Overview

1. Access Requirements
2. Create AI Agent
3. Build a Guided Journey
4. Modify Page in VB Studio
5. Run AI Agent

1. Access Requirements

You can give access to AI Agent Studio by assigning predefined duty roles to job roles. Also, make sure to complete these prerequisites:

1.1. Enable Security Console to Work with Permission Groups

For the Security Console to work with permission groups and related objects, set the Enable Security Console External Application Integration (ORA_ASE_SAS_INTEGRATION_ENABLED) profile option at the site level.

1.2. Enable the Agent task type for Guided Journeys

For the Agent to be able to be added as part of the Guided Journey task, set the Enable the Agent task type for Guided Journeys (ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED) profile option at the site level.

1.3. Run Scheduled Processes to Import Security Data

i. Import Resource Application Security Data

ii. Import User and Role Application Security Data

1.4. Assigning Predefined Duty Roles to Job Roles

Assign predefined product-specific duty roles to the appropriate job roles, and make sure permission groups are enabled. You can give people access to configure AI agents in all or specific products. 

Provide Access to Configure AI Agents

(All Products / Choose the Required Persona)

1.4.1. Go to Navigator → Tools → Security Console and create a new custom job role.

Note: Make sure to enable permission groups.

1.4.2. On the Role Hierarchy page, open the Roles and Permission Groups tab and add these duty roles:

• Fai Genai Agent CX Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY)

• Fai Genai Agent FIN Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_FIN_ADMINISTRATOR_DUTY)

• Fai Genai Agent GRC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_GRC_ADMINISTRATOR_DUTY)

• Fai Genai Agent HCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_HCM_ADMINISTRATOR_DUTY)

• Fai Genai Agent PRC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PRC_ADMINISTRATOR_DUTY)

• Fai Genai Agent PRJ Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PRJ_ADMINISTRATOR_DUTY)

• Fai Genai Agent PSC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PSC_ADMINISTRATOR_DUTY)

• Fai Genai Agent SCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY)

1.4.3. If your user doesn't have the Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) job role, open the Roles and Privileges tab and add the Manage All Intelligent Agents (ORA_FAI_MANAGE_ALL_AI_AGENTS) role.

1.4.4. Save the custom role and assign it to users who want access.

2. Create AI Agent

Create AI Agents Using Preconfigured Agent Team Templates

Example: XXX Purchase Requisition Status Advisor

2.1.1. Go to Navigator → Tools → AI Agent Studio.

2.1.2. Select 'Use Template' from the required agent team and provide details for the new agent team.

Tip: To automatically add a suffix to all artifacts in your agent team, choose Copy Template instead of Use Template. When you copy a template, you're taken directly to the agent team canvas where you can edit the agent team settings, agents, tools, and topics. The Use Template option takes you through a step-by-step process for configuring each artifact in the agent team.

Product → Self Service Procurement

Details Tab

Field	Description
Agent Team Name	XXX Purchase Requisition Status Advisor
Agent Team Code	XXX_PURCHASE_REQUISITION_STATUS_ADVISOR
Family	PRC
Product	Self Service Procurement
Maximum Interactions	10
Description	This advisor enables employees to get information and status on their purchase requisitions.

Review the Agent Options

LLM Tab

Field	Description
Provider	GPT-5 mini

Security Tab (Optional)

Field	Description
Add	Select the roles which will have access to this agent team.

Chat Experience

Questions

Input Variables

Click → Update

Click → Debug

Agent is returning the recent Requisition details & status!

Click → Publish

3. Build a Guided Journey

Create Guided Journey

Go to Navigator → My Client Groups → Journeys Setup

Click → Guided Journey

Click → Create

Field	Description
Name	XXX Purchase Requisition Journey
Code	XXX_PURCHASE_REQUISITION_JOURNEY

Click → Create Draft

Click → Tasks: Add

Field	Description
Task Name	XXX Purchase Requisition Status Advisor
Task Description	XXX Purchase Requisition Status Advisor
Status	Active
Sequence	1
Code	XXX_PURCHASE_REQUISITION_STATUS_ADVISOR
Add Instructions for this task
Task Type	Agent
Agent Type	Workflow Agent
Workflow Agent	XXX Purchase Requisition Status Advisor

Click → Save

Click → Activate

4. Modify Page in VB Studio

Note: You can only modify the Redwood Pages in VB Studio.

Edit Page in Visual Builder Studio

Navigate to the redwood page where you want the Agent to be placed.

Go to Navigator → Purchase Requisition (New)

Navigate to Right top corner of the page where your initials are seen and click on the Settings and Actions.

Select the ‘Edit Page in Visual Builder Studio’ option under Administration.

The Visual Builder Studio workspace will open in a new window for the specific page which you have opened.

Update the Guided Journey Code (XXX_PURCHASE_REQUISITION_JOURNEY) under the Page Properties of the Page in VB

• Update Guided Journey Code.
• Click Preview (left of Publish) to test the guided journey.
• Page opens in a new browser tab.
• You may need to re-enter Oracle Cloud Applications credentials.

Publish the Extension

• After testing, publish to apply changes to Oracle Cloud Applications (dev environment).
• Click Publish in the Designer header.
• If there are unsaved changes, enter a brief comment.
• Click → Publish.

5. Run AI Agent

Go to Navigator → Purchase Requisition (New)

Navigate & Select → XXX Purchase Requisition Status Advisor

Agent is returning the recent purchase requisition status as expected!