eSignature Licitness for Manufacturing and Supply Agreement in European Union

How to eSign a document: e-signature licitness for Manufacturing and Supply Agreement in European Union

Hello friends welcome to my channel Fusion next and learning if you first time VI on channel subscribe my channel and hit the Bell icon to get latest updates from F and learning in today's demonstration I'm going to cover one more business requirement how to achieve electronic signature with in Oracle s requirement first we'll see the demo and after that we will cover all the required setups so let's say start so pement within the pement I will click on the purchase order so first we have to create the purchase order within the purchase order you have to click on the task within the task you have to click on the create order once you click on the create order you have to type your supplier so let me type my supplier name I will click on the create once I click on the create what I have to do I have to enable required signature this checkbox you have to enable if you want that electronic signature will go through via so you have to enable this jackbox after that I will enter my item detail so let me enter my item detail so I will enter my item so I have selected my item detail and after that what I'll do I will just enter the quantity so I've entered the quantity detail I will just put the requested date and the the promis date let me put the promise date once I have done the setup once I have entered all the detail I have to click on submit once you submit the purchase order for the approval you have to go to the again manage purchase order and you have to send your purchase order for the signature so let me go through again the purchaser and we'll click on the refresh so first status is pending for approval and it will move to now our purchase order is ready for the pending signature preparation once the status move to pending signature preparation you have to send this document for the signning to the supplier or maybe your authorized person internally so both can sign the document and after that only this document will be eligible or valid for the requirement or for the supplyer so to send the document by U sign you have to click on the actions and once you click on the actions you have the options called prepare for Signature prepare for Signature once you click it will open the talk sign UI within the Oracle fion application you don't need to login outside the application and you will see the purchase order detail within the UI now if you want we add additional recipients that you can add so I will click on the drop down selected the added recipients and within that to First user is added I don't want this particular user to be signed this document you can delete that also and if let's take a example this particular user is authorized signatory internal approval for the purchase order and I want this document to be signed by the supplier so I have added the supply detail within that what all options you have you have the set signing order so you can also set the signing order let's take a example first you want supplier to approve you can change the order to one and after that you want your internal authorized signat to approve or sign the document then you can change the sequence from 1 to two so that it will go first sign for the supplier and second sign for the authorized signate so you can change the set signing order from this and if you click on the view from The View option you can see that how the flow so Center is the user and from that it will go for the supplier approval and then after that it will go to the signing authorities and then you can see that completely now if you see need needs to sign in the drop-down you have an option needs to sign means you are restricting you are asking that particular authorized person to sign the document if you set as a inperson signer then you have to sign the physical document you want that particular recipients or the user or the requestor it just receives a copy then you can just set as a receiv receives a copy so it won't ask any signature for that and if you want any person can view that particular signed contract for the purchase order then you can just click or select the needs to view so these are the controls available then the customization so what is customize option is available so you can add the private message for that particular recipients or the authorized person you can add the access code so once you enter the access code that access code used by the supplyer or the recipients can open the document and can access and they know only these access code you can delete also so those options also available you can add as many as recipients and based on that you can give them the privilege what person can do what kind of activity for that particular contract now once you add it after that you have to click on so Ive added two recipients now where they have to sign so if you see there are many attributes available so first I will click on the signature so this signature is required for the authorized person now I want another signature because I have added the two recipients within the document now this sign will belongs to the supplier same way you can enter so that the signature will be there on the document you can put this stamps also you can put the date signed also so you can just drag and drop so that the particular signing date will be printed to the document if you want the email ID the company the title so all these attributes are available so based on your need you can just enter that so these are the standard Fields available now if you see in the actions so in the action section so let's take example you don't want it to be send now you can just click on the save and close these details will be saved and you can lat point of time you can just again go to the prepare for Signature and you can just click on the send button let's take example I want this document to be sent right now so that if you want any message to be added you can add recipients also you can add added the document and the Advan options in the advance options what features you have it recipient privilege so allow recipient to sign on paper allow recipient to change signing responsibility or assign a delegate sign up so let's take an example I am as a authorized person but I'm not available so I can assign or delegate my responsibility for signing the contract or the document so y person that also you can do that now you have the reminders so send reminder so once you enable this you can see that number of days before sending first reminder so those days you can enter number of days between reminders so those days let's say one week two week within the 3 days 4 days and the expiration also you can enter so you can enter number of days in which to war signers before expiration so all these dates or the reminder you can enter so ingly it will be notified or reminded to the supplier as as well as the authorized signatory now mobile friendly viewing with responsive signing so this flag has to be enabled So within the mobile application also they can see the document and enable the command so commands also we can enter so this is what we understand related to the Stander Fields the actions the advance options now after that I'm ready and I'm good to go this document to send to my supplier and the authorized signat so I will click on the send once I click on the send this document will be sent for the signing so thank you for signing with Oracle contracts so this message you will see whenever you are saving and closing in draft status this document or you are sending the document you will receive this message you just click on the done now you will see that the purchase order status will change from pending signature preparation to the send so I'll click on the refresh Let me refresh it now you can see that the status changed to send for Signature and within the actions if you click you will see that many signature so once you click on the manage signature you will see that the document so let's take example I am the authorized person I can continue and please review an act on this document so please review the document below let's click on the continue these are the document you are reviewing you have to sign if you see that if you notice that the date is coming automatically so today I signing once I click on that so if you see that sign so my sign is already appear and I will click on the Finish once I click on the Finish you are done with the signing and you can click on the continue so I have done with the signing I will click on the done so I have signed the document now as a supplier I received the document so if you refresh so sign purchase order so I received that notification over the email so I will receive this kind of document scmm please thank you Fusion Nexen so I receive over my email if you see that about the docu do not share this email so these all are the within the document the email notification I'm getting so I will just click on the review document it will open the document and I will see that the authorized person has signed the document now I will just simply click on close so I reviewed the document that okay the first party has signed that contract now I have to sign the document so to sign the document if I click again review document and within the review document if you see the actions other actions you have void correct so we'll see that void and the correct so at any point of time if you want that this document is has to be corrected as a authorized signatory you can just click on the correct so once you correct it will go into the previous status and again you can resubmit and is start again preparation for the signature if you void that document then this document will be invalid and your status will go as a rejected if you want any history you can view the history also so those things you can see from the do sign when you receive the notifications so let's go back to the document you will receive this kind of you know the email over your email ID valid email ID so once I click on as a supplier so I have to click on the continue and within the continue if I observe that as a supplier I have to sign this document so first person has already signed I reviewed and after that I have received the email to sign the document so I have to Simply click and once I click you will see that I have signed this document the same date and as a supply and I will click on the Finish once I click on the finish I will say continue so I have signed the document and these documents signed by the both parties so two person has signed the document now this document will be eligible now the sent for Signature will move to open status since it's approved by the both parties so both recipients have signed the document now this documents will be authorized and ready for the supply so Goods can be Supply by the supplier now and this contractual agreement or you can say the purchase order signed by the parties so I will click on the refresh and you will notice the status will become open so if any parties void the document or rejected that particular document from the signing the document status will be invalid and rejected and again those Corrections those action has to be taken and then reer for the submission if I click on the view PDF if I open that document and if you notice that both the signs automatically Associated to the purchasing document automatically you don't need to do any integration or any technical stuffs there are few setups has to be done so we'll talk about those setups you want the change order so let's take example if I click on the added I will click on yes so I can send those change order for the signing so if you see that the flag is already enabled and uh sending pinch and simply I am making this to two quantity and submitting for the approval and I'll refresh now to check so we'll click here let me click on the changes a change order is pending so let's click there so we are at the change order now we can see that the change order is the status is into pending signature preparation so we'll go ahead into actions and again click on the prepare for Signature and once I click on the prepare for Signature so let's wait so if you see that again it will open and we'll review the order detail if I have to add both the signing parties I can add the signing parties or if I have to any Advan options any recipients so anything I have to add those things I can do so let's take example this time I don't want any other parties to be added so I want this change order to be internally approved so I am just entering one detail and after that I will simply click on the send so this is based on the business whether both parties single parties internal authorized person can sign the document that will be valid So based on the requirement you can associate and you can send those documents click on done and once done will refresh and again come back to the change order so let's refresh so if you see that the status mve to s for Signature so we'll again go back to the change order and once I'll click on the so I can see that the sent for the signature I will click on the actions and from the manage signatures and from the manage signatures I can see the document I will click on continue and I will just sign and I will just has finish the document if I have to void I can void I if I have to you know send it for the correction I can click on the correct so those things you can do and now you can see that the change order is also eligible and open and effective if let's take a example if you want the history from the ACT you can view the document history so if you see that the change order one submit request for the signature it's submitted request for the signature implemented and if you click on the request signature then you will see the signature history related to that particular document so what is the document number who is the recipients when it was completed enter detail you can review from the signature history and if I click on the original document so original document also we can see that all the historic so registered sent invitation open view signed open view sign view print table copy attach to email print table copy delivered so if you see so entire activity history you can view and this is what the envelope detail that you can see that within the signature history you can print for your documentation purpose that when who has signed if required that also you can do from this document history you can review all the signature history so this is what we have completed the demo part now after that we'll cover the required setups so the required setups first what you have to do you have to go to the setup and maintenance and within the setup and maintenance you have to go to the pement and within the pement you have to opt the feature so once you click on the change feature optin where you have to Simply go to the procurement contracts within the procurement contract you have to click on the features once you click on the feature so you have to enable the enable electronic sign for procurement documents so this feature you have to enable so that is our first step and after that you have to go to the task where you have to configure the setups so I'll walk you through before that to have the integration within the Oracle f Vision procurement you need docy sign license that is the prerequisite for that for the development you can registered with your email ID and you can use for 30 days as a trial you can do testing once you are ready and you are fine with the solution then you can go ahead with the production licenses I'll walk you through what all profile options are required to be set up second thing is that your email ID your admin email ID has to be set up correctly for the and to have the integation your admin will registered you and give you the role so that you can access so when they are registering so what you have to make sure so if I go through the tools and security console within the security console if I click on the users so let me click on the users and I will type with the email next chain learning and if I type so if you see that this is the email ID so this email ID must be registered within the then only you will be able to access the docan within your login itself otherwise you won't be able to access the application now after that what you have to do so I'll go back to the setup and maintenance within the setup and maintenance you have to have the task so first we'll talk about so let me just walk you through so let me walk you through so electronic signature of procurement documents with doign so what all capabilities having with this feature you can achieve so buyers can send purchasing documents for electronic signature you can track signature packet creation and signature capture using new document status says the purchasing document moves to open status when all signatures have been completed in so the status has to be complete in the then only the purchase order will become as an open you can track signature packet history using the So within the your administrator can review all the historical data how many documents back and forth been signed so far and they can see all those details within the itself now coming to the setup part so so as we discussed about the enable the offerings so we have discussed that so you have to enable the within the procurement contracts you have to enable the enable Contra enable electronic signature for procurement documents now setups so you have to configure the manage electronic signature where you have to use the solution provider which solution provider you would like to use then you have to enter your username and password so what username and password so this username and password is your administrator username and password that you have to use once you done that then account ID and end point URL so where from you can get all those details so I'll walk you through Now supported job roles so supported job roles are buyer the category manager supplier requester and then procurement application administrator so these job roles are supported to use the functionality now there is a one ESS job aable refresh document signature status so you can schedule this ESS job in every 30 minute so that it will refresh the document signature status so this schedule process review the status of all in process signature packets for document requiring signature use this process when you want to update the status of your document in the application this job should be scheduled only if the enable electronic signature for procurement documents feature is enabled so this ESS job can only be schedule when you are opting this particular feature so those requisite you have to keep in your mind now the required profile options so we'll talk about the couple of profile options so AA per checklist differ creation so that you have to set as a site label as a yes so it will be allow document to be signed in until the time the performer initiates the generators so it will defer the creation of the document now or up a checklist you use o in so profile option you only need to enter the user ID provided by instead of the username and the password if you have not enabled this profile option note down and enter the username and password from the so if you are not enabling this profile option then you have to take your admin username and password and you have to keep enter otherwise if you have those user us ID and you enable this profile option then you can use the O feature from the and you enable the oral PE now coming to the or per checklist use production o so when you are ready you have tasted you have taken a license from the and you are ready to move your code or your configurations to the production environment you can enable this feature to use production environment and this is the onetime activity OKC O disabled so let's take an example if you are not using the O feature then for the then you can disable the o by this profile option now which task you have to configure so configure electronic signature for procurement document so once you enable the feature or you have opdate the feature then you can go to the configure electronic signature for procurement documents I'll walk you through that what exactly we have to take to configure this task from the once you logged in and take another element access from the doc so let's talk about the configure procurement so let's talk about configure prur percent so let's take a yeah so configure electronic signature for procurement document so that is the task name so let's click there now if you see solution provider currently supporting the feature and the one is span so we are using the as a solution provider now as a admin I have entered my username and the password so you have to enter the password and then account ID so where from you have to take the account ID so if you have taken the development then you have to go to the settings within the settings you have these two values available so let's wait so I have taken a development access from the docu site so let it be open so if you come down you see that apps and keys so you have to come to integration and within the integration you will see apps and keys once you click there API account ID and an account based URL so account ID so you have to take API account ID directly copy and paste it to the account ID and endpoint URL will be your account base URL so that you have to copy and paste it to the endpoint URL and the username the password as I mentioned a confirm password you have to enter your so from the you logged in So at the time of initial whatever the password you have entered for your login the same username and password you have to enter over here and after that you have to save the record and you have to validate you make sure your validation status must be complete before you use the integration with the procurement so that you have to make sure that you have done until you have validated or this validation status is complete you won't be able to use this feature and as I mentioned the both has to be same the email ID so my docy sign email ID since I'm using my email ID as a developer account for the reement so I'm able to access so you can see that and if you click on the home you can see that four document till now we have completed how many pending so you can see all the status so as an administrator they can view all the detail when what time 15 minutes ago 29 minutes ago download the document so these things they can view so if I click there you can see that the envelope ID and these are the document so as an administrator I can see all those details then you know again if you want that copy to forward it to the some party that you can do from the itself you can copy save the template history transfer ownership export into CSV so all these things you can print also document so these are the doc sign and you can achieve so this is all about the docu how you can configure and validate all the points and use the feature this is how you can achieve this kind of requirement in Oracle Fusion procurement for the do sign thank you thank you for watching my channel Fusion Exel learning keep subscribing keep watching happy learning