How to implement AI for import requisition

| 2 min read

Oracle Fusion Cloud has introduced AI agents as part of its embedded AI capabilities, with one key feature being the Quote to Purchase Requisition Assistant. This AI agent automates the process of converting supplier quotations into purchase requisitions, effectively handling "auto loading" by extracting and mapping data from supplier quote PDFs to create draft requisitions. It streamlines procurement by reducing manual data entry, minimizing errors, and speeding up the overall process, as requisitions are generated automatically in draft mode for user validation before approval. Users receive notifications for successful creations or any errors encountered.

This feature was highlighted in updates like Release 24D and later, including 25D and 26A, as part of broader AI agent expansions across Oracle Fusion Applications for SCM (Supply Chain Management). It supports intake via email (with PDF attachments), where the AI intelligently processes the content to populate requisition fields.

Implementation Steps

To enable and use this AI agent in Oracle Fusion Cloud, follow these prerequisites and setup processes:

Prerequisites

  • Ensure users have the necessary job roles and duties assigned:
    • PRC Intelligent Agent Management Duty (ORA_PO_PRC_AI_AGENT_MANAGEMENT_DUTY and ORA_PO_PRC_AI_AGENT_MANAGEMENT_DUTY_HCM).
    • Generative AI Manager
    • ==Fai Genai Agent PRC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PRC_ADMINISTRATOR_DUTY) for AI Agent Studio access.
    • ==Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY) for interacting with agents in product pages.
  • ==Enable permission groups in the Security Console for roles with the runtime duty.
  • ==Grant privileges such as:
    • Manage Internet Accounts (WLF_MANAGE_INTERNET_ACCOUNTS_PRIV) for email configuration.
    • ==Read Email Messages (WLF_READ_EMAIL_MESSAGES_PRIV) for processing emails.
    • Requisition Management Using REST Service (ORA_POR_USE_REST_SERVICE_MANAGE) for scheduling jobs.
  • Users must have privileges to access pages where AI agents are enabled.
  • Only Google and Microsoft-hosted email accounts are supported for the intake process.

Setup Steps

  1. Create and Publish an Instance of the Seeded Agent:

    • Navigate to AI Agent Studio in Oracle Fusion.
    • Select the seeded "Quote to Purchase Requisition Assistant" template.
    • Create an instance by either copying the template (for full editing of agents, tools, and topics) or using the guided template setup.
    • Note the instance code.
    • Publish the instance to make it active.

  2. Configure the Email Address:

    • Go to the Internet Accounts page (path: /fscmUI/redwood/grow/main/internet-accounts).
    • Set up a dedicated email address where users will forward supplier quotation emails (must include PDF attachments).
    • Assign a unique code to this account and complete the setup prompts.

  3. Schedule the Process Emails for Procurement Transactions Job:

    • Schedule this ESS (Enterprise Scheduler Service) job to periodically read and parse incoming emails.
    • Input the AI Agent Code (from step 1) and Email Account Code (from step 2).
    • This job triggers the published AI agent to process quotes and create requisitions.

Usage

  • Forward supplier quotation emails (with text-based PDF attachments) to the configured email address.
  • The AI agent extracts data, maps it to requisition fields, and creates a draft requisition.
  • Only emails from active employees with requisition preferences are processed; spam or non-attachment emails are ignored.
  • Validate and submit the draft requisition via the standard Oracle Fusion interface.
  • Note limitations: Image-based PDFs, chat/direct uploads, or body-text quotes are not supported.

For detailed guidance on AI Agent Studio, refer to Oracle's documentation on using it. If issues arise during setup, ensure all roles and privileges are correctly assigned, and test with sample quotes.