Update 20B

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

This guide outlines the information you need to know about new or improved functionality in this update.

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Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

In this update, Oracle Procurement Cloud delivers new and modified REST APIs to enable and simplify integration with external systems.

Purchasing

Associate a Master Contract with a Purchasing Document

Associate a master contract with a purchasing document. The master contract sets the overall terms and conditions between parties.

Add New Approved Requisitions to Existing Open Purchase Orders

Add new approved purchase requisition lines to existing open purchase orders. You can now add a requisition line to an existing open purchase order instead of creating a separate purchase order for the requisition. In 20A, requisition lines subject to budgetary control could only be added to existing open purchase orders if no projects were referenced on the requisition distribution. In this update, that restriction is lifted.

Update Account, Budget Date, and Projects on Budgetary-Controlled Open Purchase Orders

Change account, budget date, and projects on open purchase orders, even if subject to budgetary control. The necessary funds checks and adjustments to funds reservations and encumbrance accounting when applicable are automatically handled based on the updated information. In 19D, you could make changes to account and budget date only if no projects were referenced on the purchase order distributions. In this update, that restriction is lifted.

Accept Complex Change Requests in Inbound Purchase Order Acknowledgments

Accept complex change requests at the line or schedule level in inbound purchase order acknowledgments. These changes can include promised ship and delivery dates, price, quantity, and partial backorders.

Self Service Procurement

View Additional Master Item Information in Shopping Flows

View Additional Master Item Information in Shopping Flows. As a requester, you can view the basic item information, item image and can drill down to item specifications, relationships, associations, structures, and attachments that help you to make a more informed decision on the product to request.

Enable Single Sign-On for the Mobile App

Enable the single sign-on authentication method for the Self Service Procurement mobile app users. You don't have to create separate mobile app-specific user credentials.

Update Delivery Location in the Mobile App

Update the deliver-to location on individual lines on the cart, or you can choose to deliver all items to a single location by updating the deliver-to location on all lines in the shopping cart in one go.

Troubleshoot Requisition Approval Issues Using Diagnostic Report

Troubleshoot requisition approval issues using a new diagnostic report titled Requisition Approval – Validate. You can execute the report for a requisition to validate if the generated approval hierarchy adheres to approval rules. The report helps to troubleshoot issues related to the generated approval hierarchy.

Capture Work Order Details Automatically on a Requisition Line

Capture work order details automatically on a requisition line when you navigate from the Maintenance Management work area to the Purchase Requisitions work area to shop items or services for the work order. As a maintenance manager, you don't have to select the work order details every time you shop for a new item or service for the work order.

Supplier Model

Smart Data Service for Supplier Addresses

Search and select addresses using type-ahead autosuggestion in supplier registration and profile management. By leveraging a curated global address repository provided by Loqate, the supplier address data is quickly and automatically populated, thereby providing more accurate and efficient address entry without having to key in the address details.

Enable Outbound Supplier Profile Integration Using Oracle Integration Cloud

Enable outbound integration between your cloud supplier profile and other systems using the Oracle Integration Cloud service. You can configure business events to automatically send supplier master updates to other systems through Oracle Integration Cloud when a supplier is created or updated.

Sourcing

Accept Terms Before Viewing Negotiation

Enforce suppliers to accept negotiation terms before viewing the negotiation details.

Supplier Qualification Management

Create Multiple Active Assessments for a Supplier

Assess suppliers for multiple qualification models simultaneously. You can now have more than one active assessment for the same supplier.

Generate Reports on Supplier Eligibility for Sourcing Using OTBI

Generate Oracle Transactional Business Intelligence reports to analyze supplier eligibility for sourcing and its history.

Procurement Contracts

Add Table of Contents to Contract Terms

You can add a table of contents to the PDF document created when previewing a contract. This makes the contract terms easier to scan and locate the section you need, particularly in large contracts that run over several pages.

Upload Contract Terms to an Alternate Contract

You can now upload a contract terms document sourced from one contract into another contract, using either the application UI or Oracle Contracts Microsoft Word Add-in. For example, let's assume you distribute a downloaded contract among various suppliers. Thereupon, you negotiate terms and conditions and finalize the supplier. You can then upload this negotiated contract document into a different contract created for the approved supplier.

Use Cross-References in Terms and Conditions

You can define cross-references in the contract terms for directing readers to related material between clauses. Updating the contract terms, for example moving a clause or inserting a new clause, automatically updates the cross-reference used in the clause text.