Update 23A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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Global Trade Management

Transportation and Global Trade Platform

Enhanced Workbench

Improvements to the Enhanced Workbench

This feature provides a set of new capabilities and features for the Enhanced Workbench. Improvements have been provided in several areas, including:

• Layout Display - Compact, Super Compact
• The Ability to Add New records  
• Session based column rearrangement
• Session based column show/hide
• New Menu Location 
• Map Filters
• Inline Edit for Flex Fields
• Action Checks for Inline Edit and Mass Update
• Bill Line Item Table Added
• Dock Scheduling Gantt Actions - Block Resource, Create Appointment

User Interface

Redwood UI Look and Feel Improvements

This feature provides you with a set of UI style improvements designed to align the system's look and feel with Oracle's user centric Redwood UI look and feel.  You will find the consistent look and feel to be more aesthetically appealing and comforting as you navigate between your Oracle Cloud applications.

Data Export API

Data Export REST API

This feature provides you with the second set of features for the evolving Data Export REST API.  The Data Export REST API is designed to support the replication / export / extraction of table-oriented data from the system's database tables to external data repositories for the purposes of feeding analytical tools. This is a read-only service and all underlying tables will remain unchanged after the process. The export will happen in real time and the expectation is that the data to be exported should be reasonably static e.g., completed orders or shipments.

For complete coverage of the available capabilities and recommended usage of the current version of the Data Export REST API the API documentation listed below, on docs.oracle.com, is the best source of information:

• Transportation and Global Trade Management Data Export Rest API Documentation
• Transportation and Global Trade Management Business Object Resource Rest API Documentation

Document Management

Document Set Capabilities Added for Additional Objects

This feature extends the availability of the Assign and View Document Set web actions and functionality to include the following objects:

• Order Releases
• Shipment Stop
• Shipment Groups
• Invoices
• Bills
• Items 
• Item Qualification 
• Campaigns
• Campaign Lines

In addition, the Send Document Set Agent Action has been added to the following objects:

• Order Releases
• Shipment Stop
• Shipment Groups
• Invoices
• Bills

Performance and Stability

Online Help Centralized on docs.oracle.com

This feature provides you with a new centralized location (docs.oracle.com) for the system's online Help.  In previous versions, online Help was distributed with each installation - now, by default, all instances will access a single centralized online Help version.   

Limit CSV Export File Size

This Optional  Feature, when enabled, enforces a 512 MB CSV export file size limit.  The 512 MB limit is being provided to avoid single file CSV file exports that could lead to a system failure by filling up available disk space.

Raise Status Change Events in New Process

This Optional Feature, when enabled, will raise status change events independently from the process triggering them, this change will help avoid contention issues with synchronous user actions and will providing improved performance.

NOTE: In 24A this Optional Feature was removed and replaced with the Optional Feature - PROPAGATE LOCKS TO TASK LISTS.  Your OPT IN settings for the replaced Optional Feature RAISE STATUS CHANGE EVENTS IN NEW PROCESS were migrated to the new Optional Feature - PROPAGATE LOCKS TO TASK LISTS.

Use Fallback Locale for Missing Translations

This Optional Feature, when enabled, provides automatic support for missing translation bundles.

Filter Agent Events Based on Data Query Type

This Optional Feature, when enabled, will filter agent events based on data query type.

Property Validation

This Optional Feature - when enabled -  validates property entry.

Disable CSV Remote Host Support

This Optional Feature is provided to remove support for import and export of CSV data to remote hosts.

Enforce Content Security Policy

This Optional Feature, when enabled, will stop the page from rendering if the page content violates a rule.  This feature will  improve the security and resilience of the system.

Global Trade Management (Base)

Flex Field Attributes Added to Item Trade Value Integration

To better support customers integrations with other systems, flex field attributes for the Item Trade Values have been added to the Item XML schema and the Item REST API. You can easily integrate trade value data including flex field attributes between GTM and external applications via integration, streamlining the process of loading information required for performing trade agreement qualifications.

Trade Values Added As a Table in Enhanced Workbench

Useful for all users of GTM, the Trade Item Value details are supported within the Enhanced Workbench providing visibility into cost data. This enables you to see the value information specified on the item as a table within the Enhanced Workbench.

Support for Multiple Trade Item Structures Against an Item Origin

For users of trade agreement qualification, GTM now supports having multiple bills of material for a single item origin. In previous versions, the bill of material, modeled as a trade item structure, was specified on the item origin meaning that an item origin could only be associated with one trade item structure at a time. You no longer need to specify the trade item structure on the item origin. This enables easier management of data when bills of material version over time and you need to track them all under a single inventory org, or if there are multiple bills of material in-use at the same manufacturing location.

Store 5 Years of Data in Operational Database

To better support compliance teams and their audit needs, GTM can store 5 years of transactional data in the operational database. Previously, transactional data would be moved to the archive database after 2 years. By extending this timeframe, you are able to access data over a longer period of time in your operational database for Trade Transactions and Declarations.

Support for Document Sets Added to Additional Objects

For users of document management, this feature enables you to use document sets with more GTM objects. The Assign Document Set action and View Document Set action are now supported on the following objects: Campaign, Campaign Line, Item, and Item Qualification. This enhancement provides with more flexibility regarding document management configuration, and working with document sets can reduce user effort and save time compared to working with documents one at a time.

Send Child Transaction Lines Associated with Parent Transaction Lines Via Integration

For customers using GTM's integration capabilities, this feature enables you to send child transaction lines via integration when sending the parent transaction line out of GTM. Specifically, when you send a parent line response outbound from GTM, the child line XMLs of the parent line are included in the outbound XML. This allows for easier and more streamlined communication with external systems that need visibility into the results of GTM's compliance screening and other processes.

Trade Compliance

Release Multiple Transaction Lines in a Single Action

For users of compliance rules, this feature enables you to select multiple transaction lines and release the compliance rule holds using an authorization within a single action. This enhancement should significantly reduce the number of clicks a user has to take in the system to clear transactions.

Sorting on License Assignment Actions Is Configurable

For users of license management, when running certain license assignment actions, GTM can sort and display the licenses available based on criteria you specify. This helps users with having the information they most need quickly available for assigning a license.

Improved Visibility of Dates During License Screening

To improve the visibility into system processing for license management users, when assigning a license to a trade transaction line, GTM uses the transaction date during assignment and adds it to a new Transaction Date field. In addition, the Assigned Date shows the date that the license was assigned to the transaction. This provides users with a clear understanding both of when the process of license assignment was run by the system as well as what date the transaction using the license occurred.

Manage Exclusion Words by Parameter for Restricted Party Screening

For users of restricted party screening, this feature enables you to create the exclusion words list used in restricted party screening by parameter. For example, when screening company name, you may want to exclude words such as 'Limited, Incorporated and Company'. When screening address lines, you may want to exclude words such as 'Road, Street, or Lane'. You can now configure GTM to have different words excluded from the screening engine by parameter which helps with your screening results and improves the performance of the restricted party screening engine. This will provide more precise and accurate matches from the restricted party screening engine reducing the number of records that need to be screened for false positives.

Enhancements to Review Match Factor Action

For users of restricted party screening, in previous releases, the Review Match Factor action would stop running if it encountered a parameter that was not a match. A property has been added giving you the ability to configure how the Review Match Factor action works. Specifically, the 'gtm.rpls.reviewMatchFactor.runForAllParameters' property has been added. This gives users increased flexibility in configuing the RPLS engine to their specific needs.

Trade Agreements

Overview of Enhancements to Trade Agreement Qualification

To better support users of trade agreements, a number of enhancements have been made to the Trade Agreement Qualification functionality in GTM. These enhancements include:

• Automatically assign preference criteria to item qualification record
• Country of import is optional for bi-directional trade agreements
• Out of the box formulas for certain rules of origin rule types such as net cost, transaction value, etc.
• Enhancements for determining country of origin
• Justification Types and Justification Codes giving you more detail about the qualification
• Support for the roll-up principle, also known as absorption
• Enhancements to the qualification report when the roll-up principle is used

In addition, the Trade Agreement How To topic in help has been updated to provide more information about qualification included configuration details, how the engine works, and details on the various formulas. These enhancements provide a broad set of improvements to trade agreement qualification that improve the user experience, reduce data entry needs, and allow new calculation types under which more goods can potentially qualify for reduced or free duty rates.

Assign Preference Criteria During Trade Agreement Qualification

Users qualifying items for trade agreements can now automatically assign the preference criteria to the item qualification as part of the trade agreement qualification process. Preference criteria provides details about how your finished good qualifies for a trade agreement. For example, is it wholly obtained, does a product specific rule apply, is de minimis met and so on. Once configured, the preference criteria will be automatically populated as part of the process for most scenarios saving users time an effort in entering this information.

Country of Import Optional When Qualifying Against Trade Agreements with Common Rules of Origin

For users of trade agreement qualification, when running the Qualify for Trade Agreement action, the Country of Import is now optional for trade agreements using a common set of rules of origin. This provides users with both faster data input since less data is required, and the ability to streamline the number of records to be managed, saving significant user time and effort.

Define Formulas Based on Rules of Origin Rule Types

For users of trade agreements, formulas are now supported on the Rules of Origin Rule Type instead of configuring it on the trade agreement. GTM ships with formulas associated with certain Rules of Origin Rule Types to simplify the configuration for qualification. These out of the box formulas can be used as the default formulas. If you have a trade agreement where you want to use a different formula, you can create the new formula and add it in the Rules of Origin Formulae grid on the Trade Agreement and GTM will use that formula instead of the defaults. This should simplify the trade agreement configuration process and help expedite implementations.

Enhanced Support for Country of Origin During Qualification

For users of trade agreement qualification, this feature enables GTM to create the item origin record of an intermediate item on a multi-level bill of material if the item origin has not been specified. In addition, the item origin for the intermediate item will also be qualified as part of the action. This saves users from having to perform data entry steps enabling them to be more productive in the system.

New Justification Types and Justification Codes Available

For users of trade agreement qualification, new Justification Types and Justification Codes have been added to GTM. These Justification Codes are assigned to your item qualification when the Qualify for Trade Agreement action is triggered and the Justification Types and Justification Codes provide more information about the qualification process end result, making it easier to audit and review the qualification before signing a certificate.

Support for Roll-up of Intermediate Components in Qualification Engine

For users of trade agreement qualification, this enhancement provides for GTM to support the roll-up principle in trade agreements which allows intermediate products to confer their originating status at 100% contribution rate when they are used in the production of a finished good. The roll-up principle, also known as absorption, enables the intermediate sub-assembly to be treated as 100% originating if the applicable origin criteria has been met based on the rules of origin that apply to the intermediate good. The value of the non-originating components in the production of the sub-assembly are disregarded once the sub-assembly obtains originating status. The full value of the sub-assembly can then be used during qualification calculations. This process potentially allows a greater number of your finished goods to qualify for trade agreement benefits, providing duty and tax savings to your customers.

Enhancements to Qualification Report

For trade agreement qualification users, the Qualification Report has been enhanced to support the Rollup principle. The roll-up principle, also known as absorption, enables the intermediate sub-assembly to be treated as 100% originating if the applicable origin criteria has been met based on the rules of origin for the intermediate good. When roll-up is applied in the qualification engine, the Qualification Report displays the results slightly differently than when roll-up is not applied to help users understand the math that has occurred when auditing the process.

Enhancements to Add Item to Campaign Action

For users of supplier solicitation, two enhancements have been made to the Add Item to Campaign action. Standard Documents are now supported allowing you to define which documents are being requested in the campaign. Exclude Intermediate Items in Process Management is a second improvement that allows for including intermediate components from a solicitation so that the BOM is traversed fully and only leaf nodes are solicited for from vendors.

Copy Additional Documents from Campaign Line to Item Qualification

To improve the usability of supplier solicitation, this feature enables you to copy additional documents from a campaign line to an item qualification. If your supplier uploads additional documents to the campaign line that were not requested as part of the campaign, you can copy them over to the item qualification. This enables you to keep all documents uploaded to a campaign line on the item qualification, expanding the amount of information and documentation that can be captured during the solicitation process.

Inline Editing Available on the Campaign Administrator Workbench

For users of supplier solicitation in GTM and their vendors who enter data, certain fields in the Campaign Administrator Workbench that ships with GTM are now editable fields using in-line editing. This enables you to quickly edit campaign line information without having to open the Campaign Line manager. To use in-line editing, double-click on the campaign line you want to modify. You can then make your edits. Depending on the type of field, you may be able to select the new value from a drop-down list, search for a new value, or select a date. This should improve the ease with which your vendors enter data in the campaign workbench and increase their compliance rate.

Additional Fields Available on Item Qualification Finder Results

For users of trade agreement qualification, additional fields have been added to the Item Qualification finder results.  The Percentage Rate and Per Unit Charge have been added so that you can easily see this information for an Item Qualification in the finder results and the Item Workbench.

Qualify for Trade Agreement Agent Action Available on Transaction Line

For users qualifying items for trade agreements, a new agent action called Qualify for Trade Agreement is available which enables you to qualify the item on the trade transaction line for a trade agreement. This enables you use workflow to automatically qualify a trade transaction line when it is created or modified and generate the requisite certificate of origin for you to sign and provide to your customer ensuring they can take advantage of the lowest duty rate available.

Trigger Rules of Origin Download As Non-DBA User

For systems integrators and GTM administrators, this feature enables you to download the Rules of Origin content data as a non-DBA user. As with other content downloaded from third party content providers such as restricted party or classification data, the rules of origin data download can be triggered by a business user and loaded into the PUBLIC domain providing for simpler setup and configuration.

Customs Management

AES Filing Enhancements

This feature provides enhancements to the AES Filing capability. Based on regulatory changes, the AES Template related to the X12.601 Customs & Border Protection (CBP) - Export Shipment Information specification has been updated as follows:

• The Foreign Trade Zone (FTZ) Identifier field has increased from 7 characters to 9 characters. The M1203 element in the AES template that ships with GTM has been updated to require 9 characters. Trailing zeros are added if your FTZ identifier is not 9 characters.

As the regulations change for AES Filing, GTM is updated so that your export filing is in line with the current regulations.

Manage Authorization for Trade Incentive Programs

A new object called Trade Incentive Program Authorization has been added to GTM to manage your trade incentive programs. In the future, these new objects will help to manage the configuration of details regarding trade incentive programs. At this time, they are reserved for future use and provide no specific functionality.