Redwood: Search and Manage Contracts from List Page

Pre-Requisite

Roles, data access, and resource setup in place.

Steps to enable and configure

1. Enable Opt-In (Redwood Contract Management)

Setup and Maintenance → Enterprise Contracts → Redwood Contract Management [Enable]

Contract Management → Contracts (New) 

2. Enable and Configure Adaptive Search for Contracts

Setup and Maintenance → Task List → Configure Adaptive Search

Go to → Setup Tab Page → Quick

Setup → Advanced Tab

Contract (Header)
 - Lines
 - Parties

Enable the required fields.

Analyzed Text Search → Enables fuzzy logic and advanced text processing for free-text search, providing capabilities such as spelling tolerance and partial word matching. For example, searching for “agreemenr” will still return results for “agreement”

Include in Keyword Search → Allows the field to be used when users type directly into the global search bar at the top of the Redwood list page. In other words, the field participates in the keyword search performed without adding a specific filter

Configure UI → Contract

Enable the Required Features (Create / Export)

Enable the Required Fields in Display in UI 

Publish the Changes

Setup → Advanced → Actions → Full Publish

Note:

Publishing Adaptive Search changes may take a significant amount of time to complete. Depending on the volume of contract data, the publish process can take up to 12 hours. It is recommended to perform the publish action during off-hours to avoid any impact on users.

Tips:

1. Displays only buy-intent contracts, latest version only.

2. Filtering, grouping, and column options are strictly governed by Configure UI settings.

Contract (New)

How to identify differences between two users’ job or parent roles instead of inherited roles?

 In the Security Console, under Users → Compare Users, the comparison lists all inherited roles.

How to view or compare only the users’ job or parent roles?

As a work-around build the custom BI Report using the below query:

 SELECT USER1.ROLE_NAME1,
        USER2.ROLE_NAME2
FROM   (SELECT PU.USERNAME    USERNAME1,
               PRDT.ROLE_ID   ROLE_ID1,
               PRDT.ROLE_NAME ROLE_NAME1
        FROM   PER_USER_ROLES PUR,
               PER_USERS PU,
               PER_ROLES_DN_TL PRDT,
               PER_ROLES_DN PRD
        WHERE  PU.USER_ID = PUR.USER_ID
               AND PU.USERNAME = 'USER1' -- UserName1
               AND PRDT.ROLE_ID = PUR.ROLE_ID
               AND PRDT.ROLE_ID = PRD.ROLE_ID
               AND PRDT.LANGUAGE = USERENV ('LANG')
               AND PU.ACTIVE_FLAG = 'Y') USER1
       FULL OUTER JOIN (SELECT PU.USERNAME    USERNAME2,
                               PRDT.ROLE_ID   ROLE_ID2,
                               PRDT.ROLE_NAME ROLE_NAME2
                        FROM   PER_USER_ROLES PUR,
                               PER_USERS PU,
                               PER_ROLES_DN_TL PRDT,
                               PER_ROLES_DN PRD
                        WHERE  PU.USER_ID = PUR.USER_ID
                               AND PU.USERNAME = 'USER2' -- UserName2
                               AND PRDT.ROLE_ID = PUR.ROLE_ID
                               AND PRDT.ROLE_ID = PRD.ROLE_ID
                               AND PRDT.LANGUAGE = USERENV ('LANG')
                               AND PU.ACTIVE_FLAG = 'Y') USER2
                    ON USER1.ROLE_ID1 = USER2.ROLE_ID2  

Create Data Model

Navigation: Tools → Reports and Analytics → Browse Catalog

Create → Data Model

Sample Output

Save Sample Data

Create Report

Roles can be easily compared between two users and exported to Excel.

Summarize Purchase Order Attachments & Purchase Order Highlights Generated by AI

Oracle has launched Purchasing Documents Highlights Generated by AI, a feature that provides a quick overview of key information within purchasing documents, enabling users to act faster and more effectively.

Document Type	Feature	Release
PO	Redwood: Summarize Purchase Order Attachments with Generative AI in Approval Notifications	25D
PO	View Purchase Order Highlights Generated by AI in Approval Notifications	25A
PO	View Purchase Order Highlights Generated by AI	24D

Purchase Order - Gen AI Features

Steps to Enable:

Login to Fusion Applications

i. Enable REDWOOD Profile Option

Setup and Maintenance → Search Task → Manage Administrator Profile Values

Profile Option Code: ORA_POR_VIEW_PO_REDWOOD_ENABLED

Profile Level (Site) → Profile Value (Yes)

ii. Enable - Offering

Setup and Maintenance → Procurement → Offerings

Purchasing → View Purchase Order Highlights Generated by AI

Setup and Maintenance → Procurement → Offerings

Purchasing → Redwood: Summarize Purchase Order Attachments with Generative AI in Approval Notifications

iii. Create PO thru Redwood Page and Validate the Feature

 Procurement → Purchase Order (New)

Item Details (ThinkPad T14, ThinkPad E14, ThinkPad T16 & ThinkPad X13)

Attachments (Product Specifications)

I’ve noticed the instructions below for for "Summarize Negotiation Approval Attachments with Generative AI"

//

Attachment file formats currently supported for summarization are PDF and text. Support for other file formats is planned in future updates.

Attachments categorized as Internal to Sourcing, Miscellaneous, To Buyer, To Payables, To Receiver, and To Suppliers aren't summarized as they aren't included in the approval notification.

//

So, I think it should apply to the PO as shown below:

//

Attachment file formats currently supported for summarization are PDF and text. Support for other file formats is planned in future updates.

Attachments categorized as Internal to Purchase Order, Miscellaneous, To Buyer, To Payables, To Receiver, and To Suppliers aren't summarized as they aren't included in the approval notification.

//

It is working correctly for PDF/TXT file types and the "To Approver" attachment category.

PO Highlights:

PO Approval Highlights:

Purchase Order Approval Notification with Gen AI Attachment Summaries

This significantly expedites the review process and enhances approval cycle times for purchase order approvals. This reduces the need for approvers to open and review each attachment in detail, thereby easing their workload and improving efficiency!