Update 23C

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

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at otm-doc_us@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Global Trade Management

Transportation and Global Trade Platform

Enhanced Workbench

Improvements to Enhanced Workbench

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

• Multiple Parents Selected Show All Details
• Favorites for Enhanced Workbench Layouts 
• Personalization - Browser Based
• Table Parameters - Delete and Edit Show/Hide and New Look
• Drag/Select Text - Copy and Paste Table Text Option
• GTM - Work Queue Available
• Improve Focus Highlight Selected - Table, Gantt, Map
• Gantt - Drag and Drop - Shipment Stop Table to Appointment Gantt and Shipment Table to Driver Gantt
• Appointment Gantt - General Usability Improvements
• New Component Type – Shipment Timeline
• ALK - Map Move Order Drag and Drop

Document Management

Manager Layout Enabled Actions: Add Document, Copy Document, Link Document

This feature deprecates the compound Document action Add Document (New, Copy, Link) and replaces the Deprecated Add action with three Manager Layout enabled actions - Add Document, Copy Document, and Link Document.  The individual documents actions and the option to configure the actions using Manager Layout capabilities will simplify the inputs required by the users and will improve usability. 

REST Services

Data Export REST API - Updated Limits When Run Synchronously

This feature establishes a more restrictive limit for the Data Export REST API when the API is run Synchronously versus the intended Asynchronous processing.  The new limits are intended to avoid performance issues related to running the Data Export API Synchronously.

Enable Update Operations for External Statuses

This Optional Feature, when enabled, adds REST API support for Create, Update and Delete for External Status and Values for all business objects supporting External Status Type and Value.

Usability, Performance and Stability

Property Tree Improvements

The Property Tree offers you a comprehensive overview of the system's numerous properties, organizing them into logical groups and subgroups. It provides an enhanced method for identifying the available properties and offers immediate access to three levels of information: Tooltips, which provide a summary of the property's usage, Property Information, which offers further details about the property, and a direct link to the property's Help.

This feature provides you with next release of the Property Tree with major Property Tree additions made for the following areas:

• Client Sessions
• Finder
• Notifications
• Order
• Planning
• UI

UI Infrastructure Usability Improvements

This feature provides a number of UI usability improvements including:

• Define Workbench Layouts for Business Monitor Queries (Optional)
• Disable Saved Query Edit in a Screen Set
• “One Of” Search supports both comma and space separated lists as inputs
• Remove Leading/Trailing Spaces on Paste in Search Criteria

Domain Settings - Purge Only (No Archive)

This feature is provided to accommodate restrictions related to data retention, with this feature you have the ability to delete data marked for Purge without Archiving the data first - either by domain or for all domains. This feature requires a Change Request (CR) be submitted to enable this feature.

Improve DirLoadServlet Performance

This Optional Feature, when enabled, will improve the performance of updates through the DirLoadServlet.

Global Trade Management (Base)

Improvements to the Review Match Factor Action

In support of our restricted party screening users, this feature provides enhancements to the Review Match Factor action. Color coding has been added to better see which parameters match improving the user experience and making it easier to understand the data being displayed.

Support Integration Saved Query with the gtm:Contact Element

This feature enables you to find contact records using integration saved queries with the <gtm:Contact> element. This feature expands an existing capability to support contact integrations. For example, using integration saved queries that you define, GTM can find an Involved Party Contact and then update or delete that contact record improving flexibility of the integrations to the application.

Enhancements to the Trade Item Structure Manager

To improve the user experience when managing data, the Trade Item Structure edit page has been enhanced so that the Trade Item Structure Components are displayed on a separate tab. On the Trade Item Structure Components tab, you can see all of the components listed within a grid.  This enhancement aligns the Trade Item Structure manager with other GTM managers and provides for enhanced flexibility in configuration and faster user interface loading.

Generate Certificates of Origin from Item Qualification

To improve the trade agreement qualification setup and user workflow, this feature enables you to generate a certificate of origin for your finished goods which qualify for a trade agreement. A new Generate Certificate of Origin action is available from the Item Qualification. This action generates a certificate of origin using the information from the Item Qualification record and saves the document to that record. It provides an easy method for users to generate certificates with fewer clicks and less setup while helping them support their end customer's needs. An out-of-the-box report is provided to support the process that can be tailored to your needs.

Work Queue Available in Enhanced Workbench

To improve the user experience of the application for large teams, this feature enables you to use work queues with the enhanced workbench. You can configure the following objects to use work queue with the enhanced workbench:

• Contacts
• Parties
• Items
• Trade Transaction Lines

Work Queues enable users to divide and share a common workload, ensuring that a larger team doesn't simultaneously work on the same issues or overlap their efforts.

Trade Compliance

Allocate Weight by Weight on Transaction and Declaration

To enable more automated processing of data, this feature enables you to allocate a quantity from the header to the lines based on another quantity. The Allocate Weight by Weight action is available as a manual action or automation agent action on the Trade Transaction and the Declaration. This provides for easier setup of data handling and time savings for users by reducing the data they need to enter for each declaration.

Assign Preference Criteria to Transaction Line

In support of performing transaction line based trade agreement qualification, you can now assign the preference criteria to the transaction line 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 such as tariff shift or regional value content method, is de minimis met and so on. The preference criteria is assigned as part of the Qualify for Trade Agreement action on the transaction line. This allows users to capture more information relevant to the business process and correctly populate regulatory documentation they provide to your customers.

Trade Agreements

Classification Type Is Optional on Campaign Lines

To better support the supplier solicitation process, this feature enables the Product Classification Type to be optional on campaign lines. For certain qualifications such as a qualification not related to a trade agreement, classification data may not be required from the suppliers. By changing this field from a read-only field to an editable field, suppliers can determine when they want to add the Product Classification Type and Product Classification Code.

Improvements to Qualify for Trade Agreement Process

These enhancements provide a broad set of improvements to trade agreement qualification including reducing data entry needs, simplification of formula setup, report improvements and additional logic to determine the country of origin of an intermediate good.

Improvements to Qualify for Trade Agreement Agent Action on Item Qualification

When configuring agent actions for item qualifications, the Qualify for Trade Agreement Agent Action has been simplified so that GTM can use existing information on the item qualification. The enhancement to the qualify for trade agreement action on item qualification enables a more streamlined configuration and helps users to enter less data on the agent action.

Support for Item Structures That Produce Batch Quantities

To better support the trade agreement qualification process, this feature adds a Quantity and UOM field to the Trade Item Structure. Previously, GTM assumed that the Trade Item Structure was related to a single unit of a finished good item. This enhancement enables you to enter a bill of material, modeled as a trade item structure, in a specific quantity. When GTM qualifies a bill of material for a trade agreement, it uses the quantity and UOM on the finished good and ensures that the calculations across the entire bill of material, including intermediate components, are performed correctly. The finished good quantity used during qualification is also shown on the qualification report.

Enhanced Support for Country of Origin Determination of Trade Item Structure Component

In support of the trade agreement qualification process, this feature provides enhancements when determining the country of origin for a component. Specifically, when determining the country of origin of an intermediate component where an item origin record does not exist, GTM considers the country of the location on the inventory organization.

If a intermediate component does not have an item origin record defined, GTM determines the country of origin of the intermediate component using related data records to streamline the data entering process for users saving them time and effort.

Improvements to Creating a New or Updating an Existing Item Qualification

This feature enables GTM to determine if existing item qualification records should be overwritten, or a new record created, when trade agreement qualification is run a second time. This enhancement provides flexibility when running trade agreement qualification multiple times and ensures that item qualification records are maintained for certain statuses.

Customs Management

Support HOLD and HOLD RELEASE Messages Within AES Filing

This feature provides support for the new Hold and Hold Release messages for US AES Filing. Please review documentation in the release for information on handling visibility of this data.

Trade Incentive Programs

Trade Incentive Program

This feature enables effective management of trade incentive programs in GTM. Examples of trade incentive programs include Temporary Import, Bonded Warehouse, Free Trade Zone, Duty Drawback and Inward Processing Relief, etc. These programs can be configured in GTM with a unified setup. The solution is agnostic to specific trade incentive programs, allowing for seamless global implementations. These programs create the opportunity for significant cost savings through duty deferral or elimination.

Trade Incentive Program Type

To better support trade incentive programs' business flows, this feature enables you to group trade incentive programs based on shared characteristics. By providing this flexibility companies can define the grouping according to their specific business needs.

Trade Incentive Program Sub Type

To better support trade incentive programs' business flows, this feature enables you to classify trade incentive programs into specific sub-categories. For example, you may want to have Direct ID Drawback and Substitution Drawback as sub types of the Duty Drawback program type. By providing this level of flexibility, companies gain the ability to define sub types tailored to their specific business requirements.

Entry Exit Profile

To better support trade incentive program processes, this business object allows you to define the combinations of attributes in a customs declaration that establish a direct connection between the declaration and a particular trade incentive program. For example, in Mexico the combination of the regime, operation, and pedimento code identifies whether a declaration should be associated with a trade incentive program and if so, whether it is an entry or exit declaration. You can map these attributes to declaration type, declaration sub type, and procedures providing flexibility in establishing this connection. This feature significantly simplifies the process of program determination for a given customs declaration. It provides a standardized setup that can be used across regions or countries.

Trade Incentive Program Rule

This feature enables you to establish rules that outline the conditions for specific items to be included in the program, such as discharge period or matching type. With this level of flexibility in modeling specific conditions on different items to be eligible under the program, companies will be able to tailor their business requirements globally.

Trade Incentive Program Rule - Product Specific Rule

This feature provides a new Product Specific Rules manager. The manager gives you visibility into specific rules for a range of classification codes under a trade incentive program rule as well as the ability to create new product specific rules. The addition of the new manager provides streamlined access to product specific rules, eliminating the need to navigate through the trade incentive program rule screen.

Item Applicable Trade Incentive Program

In order to streamline the process of managing trade incentive programs, this feature enables you to define items that are associated with one or more trade incentive programs. By enabling the assignment of priorities to each program, this feature greatly simplifies the process of managing items across programs.

Record Entries Into Programs Action

This action creates an Inventory Movement record and an Inventory record for the selected entry declaration line(s) under a trade incentive program. This feature provides the ability to track entry declarations, facilitate efficient monitoring of their utilization under a program and providing support for legal reporting requirements.

Match Exits to Entries Action

For users of trade incentive programs, this action creates an inventory movement record for an exit declaration line under a trade incentive program. The movement record includes details such as the identification of the declaration line, the associated trade incentive program, the inventory organization, the item, the quantity, and the procedure. At the same time, the inventory record of the corresponding trade incentive program entry declaration will be updated by reducing its "Remaining Quantity" by the quantity of the exit declaration. 

This feature helps users correctly update program inventory balances, so that users have an up-to-date view of their program usage.

Trade Incentive Program Inventory

This feature allows you to view inventory records in the context of a Trade Incentive Program. Details include the declaration line that created this inventory record, the associated trade incentive program, inventory organization, item, initial and remaining quantity, and status. Trade Incentive Program Inventory provides a streamlined view of the remaining quantities and discharge period end dates for an entry declaration under a trade incentive program. It allows users to manage their programs proactively, make plans to optimize customs duty and taxes, and effectively mitigate compliance risks.

Trade Incentive Program Inventory Movements

This feature allows you to visualize inventory movement records, including details such as the identification of the declaration line, the associated trade incentive program, the inventory organization, the item, and the quantity. The Inventory Movements provide a history of receipts and issues that made changes to an Inventory, giving users transparency and traceability.

Logic Configuration Enhancement

To support the trade incentive workflows a new grid has been added to the GTM Logic Configuration. It includes the following parameters: date qualifier, inventory location qualifier, inventory organization qualifier, and quantity qualifier. These qualifiers will be used to identify the date, inventory organization or location, and the quantity of the declaration lines for the actions Record Entries into Programs, and Match Exits to Entries Actions. 

These parameters give you the flexibility to configure the inventory recording logic and the matching logic in trade incentive programs. Specifically, the Inventory Organization and Inventory Location parameters help to model programs like Bonded Warehouse or Free Trade Zone, where inventories are tied to a specific organization or location.