Update 19B

Revision History

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

Date	Feature	Notes
12 AUG 2019	Manage Period End Accrual Process with a User-Defined Date Parameter	Updated document. Added Tips and Considerations.
29 JUL 2019	Use Contingent Workers for Cycle Count and Physical Inventory	Updated document. Revised the Steps to Enable content.
22 MAR 2019		Created initial document.

Overview

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

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

Give Us Feedback

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

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt-in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt-In for any feature that you want to opt-in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt-In.
3. On the Opt-In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt-in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

OPT-IN EXPIRATION

Some features include an opt-in expiration update, after which they are no longer optional. If you have not opted in to the feature by the expiration update, it will automatically be enabled for you in that update.

Click here to review details of all Oracle Applications Cloud features with an upcoming opt-in expiration update.

Feature Summary

Inventory Management

Use Contingent Workers for Cycle Count and Physical Inventory

Let’s say that you're a manager of a large warehouse and you manage several regular full-time employees. During times of high-volume activity, you hire extra help or contingent workers to help with cycle count and physical inventory tasks. This feature lets you define a nonemployee as a contingent worker with system access to record count sequences, record physical inventory tags, and approve inventory adjustments. Here's how contingent workers can now use the new feature: 

• Record Count Sequences page (Counted By field)
• Approve Count Sequences page (Counted By and Reviewed By fields)
• Cycle Count REST service
• Cycle Count ADFdi
• Record Physical Inventory Tags page (Counted By field)
• Approve Physical Inventory Adjustments page (Counted By and Reviewed By fields) 
• Physical Inventory REST service

This feature allows contingent workers to work seamlessly alongside regular employees in performing cycle count and physical inventory tasks. Both the employees and contingent workers are now visible in the Counted By or Reviewed By list of values on the Cycle Count and Physical Inventory pages.

NOTE: This feature was also made available in a monthly update of 19A.

Steps to Enable

Follow these implementation steps to create users that are contingent workers who can perform counting and approval tasks in the Cycle Count and Physical Inventory pages of the Inventory Management work area. These steps show you how to create a user as a contingent worker, and also how to create a custom role and associated data security policy grant to access public person data.

1. Create user as a Contingent Worker.

In the Setup and Maintenance work area, go to the following:

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Users and Security 
• Task: Manage Users
• On the Create User page, define a new user with a user name of USERXXX and person type of Contingent Worker. 

Create Contingent Worker User

2. Create custom job role such as: Public Person Management.

In the Security Console, go to the following:

• Roles: Create Job Role
• On the Create Job Role: Basic Information page, define a custom role with a role name of ROLEXXX. 
• Role Code: User Defined
• Role Category: SCM – Job Roles
• Role Description: User Defined

Create Custom Job Role

3. Create Data Security Policy Grant on Database Resource Public Person.

Policy Name: Enter your policy name

Start Date: Enter Start Date associated with the Policy Name

Database Resource: Public Person

Data Set: All values

Actions: Choose Public Person

Create Data Security Policy

4. Assign the custom job role to the appropriate users. In this case, the custom role is assigned to the user representing the contingent worker.

Assign Role to User

Process complete.

Key Resources

• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center

Integrate and Extend Inventory Management Using a REST Service

Manage Inventory Movement Requests Using a REST Service

The Inventory Movement Requests REST service allows you to manage inventory movement requests in your Oracle Inventory Management Cloud Service environment. The service provides an alternative to using the web-based user interface and can help automate the process related to managing inventory movement request integration scenarios. With this service, you can now search for all movement requests, create and update movement requests of requisition type, as well as update the movement request status.

Use the Inventory Movement Requests REST service to do the following:

• Get inventory movement requests, inventory movement request lines, and descriptive flexfields.

• Create movement requests of requisition type.

• Update movement request line details of requisition with incomplete status, such as item, transaction type, required date, requested quantity, source or destination subinventory, destination account, lot or serial number, reason, and reference.

• Add movement request lines.

• Update descriptive flexfield information for movement requests of requisition type at header, line, or project levels.

• Cancel requisition movement request headers and lines with incomplete status.

• Close requisition movement request headers and lines with preapproved status.

You can leverage this REST service to help manage changes and collect information for your inventory movement requests through the integration technology made available to you or your external systems.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required:

• Privilege Name and Code:
  • Manage Movement Request (INV_MANAGE_INVENTORY_MOVEMENT_REQUEST)
  • View Movement Request Web Service (INV_VIEW_INVENTORY_MOVEMENT_REQUEST_WEB_SERVICE)

• Duty Role Name and Code:
  • Inventory Transaction Management Duty (ORA_INV_INVENTORY_TRANSACTION_MANAGEMENT_DUTY)
  • Inventory Management Web Service Duty (ORA_INV_INVENTORY_MANAGEMENT_WEB_SERVICE_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)

Manage Pick Waves Using a REST Service

Oracle Inventory Management Cloud provides web services to enable and simplify integration with external systems.

This feature provides a REST service that allows you to manage pick wave creation and execution in your Oracle Inventory Management Cloud Service environment. The service provides an alternative to using the Create Pick Wave page for managing pick waves and is an efficient method of delivering pick wave information to a third party.

Use the Pick Waves REST service to do the following:

• Define a pick wave in a single operation. The service includes all rules, selection criteria, and fulfillment options provided on the Create Pick Wave page.
• Release a pick wave in a single operation. The service provides the ability to separately release a pick wave.
• Define and release a pick wave in the same operation. The service provides the ability to create a pick wave and release it in a single operation.

In addition, this REST service supports descriptive flexfield attributes.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required:

• Privilege name and Code:
  • Manage Pick Wave Web Service ( WSH_MANAGE_PICK_WAVE_WEB_SERVICE)

• Duty Role Name and Code:
  • Pick Waves Management ( ORA_WSH_PICK_WAVES_MANAGEMENT_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)
  • Shipping Agent (ORA_WSH_SHIPPING_AGENT)

Manage Transfer Orders Using a REST Service

The Inventory Transfer Orders REST service allows you to manage transfer orders in your Oracle Inventory Management Cloud Service environment. This service provides an alternative to using the Manage Transfer Orders web-based user interface for managing transfer orders.

Use the Inventory Transfer Orders REST service to do the following:

• Search inventory transfer order header, line, and distribution details.
• Update inventory transfer order line destination subinventory, requested delivery date, requested quantity, comments, firm status, note to receiving, and note to supplier.
• Update inventory transfer order line distribution.
• Cancel inventory transfer order line.

This REST service improves management of transfer orders while simplifying integrations with your external systems.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required:

• Privilege Name and Code:
  • Manage Inventory Transfer Order (INV_MANAGE_INVENTORY_TRANSFER_ORDER). 
  • Review Transfer Order by Web Service (INV_REVIEW_TRANSFER_ORDER_WEB_SERVICE).

• Duty Role Name and Code:
  • Inventory Management Web Service Duty (ORA_INV_INVENTORY_MANAGEMENT_WEB_SERVICE_DUTY).
  • Inventory Transaction Management Duty (ORA_INV_INVENTORY_TRANSACTION_MANAGEMENT_DUTY).

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)

Shipping

Make Changes to Orders When Using a Third-Party Logistics Provider or Warehouse Management System

This feature enhances the current third-party logistics and warehouse management system (WMS) integration on the outbound logistics side to accommodate change management on sales orders.

With this feature:

• Any changes that you make to the sales order are communicated to the WMS seamlessly without any additional interaction.
• The changes to the order are rejected if the order has progressed in the WMS and the current state does not allow any changes.
• The type of changes to the order can include quantity, scheduled ship dates, shipping method, customer, and other key attributes.
• Shipping holds that can be placed on sales orders are communicated to the WMS.

This feature also ensures that all lines of a shipment set are sent to the WMS on the same outbound shipment request to prevent the breaking of shipment sets.

Steps to Enable

To use this feature, you need to define WMS as a target system and then establish the connectors for WMS as follows:

• Create a new source system to represent WMS using the Manage Trading Community Source Systems setup page.

Create a New Source System

• Add the WMS as a source system using Manage Upstream and Fulfillment Source Systems setup page.

Establish WMS as a Source System

• Create the connectors for WMS as a target system using Manage External Interface Web Service Details setup page for communicating shipment requests and locking the order lines.

Establish the Connectors for the WMS

Key Resources

• Refer to the readiness training and implementing order management for Oracle Supply Chain Management Cloud available on the Oracle Help Center.
• Watch Make Changes to Orders When Using a Third-Party Logistics Provider or Warehouse Management System Readiness Training

Role Information

To use this feature, the following privileges or roles are required:

• Privilege Name and Code:
  • Administer Orchestration Infrastructure Web Service Sourcing Rule (DOO_ADMINISTER_ORCHESTRATION_INFRASTRUCTURE_WEB_SERVICE_SOURCING_RULE)
  • Manage Trading Community Original System (HZ_MANAGE_TRADING_COMMUNITY_ORIGINAL_SYSTEM)
  • Manage Planning Instance (MSP_MANAGE_PLANNING_INSTANCE)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)

Generate Remit-To Number for Argentina

You can generate a remit-to number for customer shipments in Argentina when performing shipment confirmation. Remit-to numbering includes the setup of a specific three-segment structure using a REST service. Sales orders, transfer orders, outside processing, and return to supplier shipments all support the remit-to number. 

The remit-to number displays in the Waybill field on the shipment. In addition, you can enter the remit-to number manually as well.

Steps to Enable

To use the remit-to number functionality for an Argentina organization:

1. Enable Argentina document numbering.

2. Create a document sequence category.

3. Create a document sequence.

4. Set up a remit-to number sequence using the Document Sequence Derivations REST Service (Oracle Financials Cloud).

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Financials Cloud guide, available on the Oracle Help Center
• Watch Generate Remit-to Number for Argentina Readiness Training

Role Information

Set up the remit-to number sequence using the Document Sequence Derivations REST service (Oracle Financials Cloud).

To use this feature, the following roles are required.

• Duty Role Name and Code:
  • Fiscal Document Generation Duty (ORA_JG_FISCAL_DOCUMENT_GENERATION_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB)
  • Shipping (ORA_WSH_SHIPPING_AGENT_JOB)

Comply With India Goods And Services Tax In Supply Chain Management Transactions

The India Goods and Services Tax (GST) is a destination-based, indirect tax applied on the supply of goods and services. Taxes are levied, and must be paid, on transactions that cross tax registrations. The law requires issuance of a fiscal document, typically a tax invoice, at the point of shipment that should accompany the goods being transported. This update provides support for the India GST-specific compliance requirements across the Oracle Supply Chain Management Cloud applications. The following requirements have been addressed in applicable transaction flows within Supply Chain Management:

• Identification of the GST registrations (GSTIN) involved (first party and third party) in the transaction. Recovery of tax is linked to GSTIN
• Calculation of tax and timing of the calculation; tax should be calculated as of the date of receipt / deemed receipt, or as of the shipment / deemed shipment
• Issuance of fiscal documents on shipment

To meet those requirements, you can:

• Recalculate tax at receipt for purchasing flows
• Calculate tax on transfer prices for intercompany transactions
• Capture key tax attributes during receiving, including advance shipment notices received from suppliers
• Issue fiscal document during shipment
• Create multiple tax registrations using selling profit center business units for shared services, such as order management and receivables function

The following GST-related tax calculations are not available in this update:

• Calculate tax and issue tax fiscal document for outside processing
• Calculate tax for contract manufacturing
• Calculate tax at point of consumption for consigned inventory
• Calculate tax at receipt in the supplier-facing entity for intercompany purchase of items

Print Fiscal Document Before Shipment for Complying with India Goods and Services Tax

You can support localized business capabilities for customers operating in India for outbound transactions such as the sale of goods, internal transfers, return to suppliers, and the cross-state movement of goods from an India organization. Any movement of goods or sales occurring in India requires a fiscal document such as a tax invoice or delivery challan. The tax authorities identify the business entities registered under GST by their unique identification number known as the GST Identification Number (GSTIN). A tax invoice is a fiscal document generated for the supply of taxable goods and services between two entities with different GSTIN's. Additionally, a delivery challan is required to accompany the shipment when a tax invoice is not applicable. For example, the movement of goods between locations identified by the same GSTIN requires a delivery challan. 

Request Fiscal Document Process

This feature ensures that your shipments include the appropriate fiscal documents based on the order type and includes the e-way bill details to comply with the latest requirements. 

As a shipping agent or a warehouse manager, you can seamlessly process multiple order types for your outbound shipments in compliance with the requirements of the Goods and Services Tax (GST) on the supply of goods in India. The application’s built-in logic requests the most appropriate fiscal documents for your various outbound order types, such as tax invoice or delivery challan. The application also allows you to view the tax calculations on your shipments and to apply the e-way bill with the corresponding date to your shipments.

Steps to Enable

1. The enablement for the Print Fiscal Document Before Shipment for Complying with India Goods and Services Tax feature is achieved by performing setups within the Financials offering. The task associated with this enablement is Manage Localization System Options.

2. The option to Enable Document Numbering is set to Yes when the country is India.

Tips And Considerations

Setup is performed within the Financials offering using the job role of Supply Chain Application Administrator.

Key Resources

• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center
• Watch Print Fiscal Document Before Shipment for Complying with India Goods and Services Tax Readiness Training

Role Information

To use this feature, the following roles are required:

• Duty Role Name and Code:
  • Fiscal Document Generation Duty (ORA_JG_FISCAL_DOCUMENT_GENERATION_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB)
  • Shipping (ORA_WSH_SHIPPING_AGENT_JOB)

Integrate and Extend Shipping Using a REST Service

Manage Shipment Line Transaction Requests Using a REST Service

Oracle Supply Chain Management Cloud provides web services to enable and simplify integration with external systems. External systems can include warehouse management systems, contract manufacturers, third-party logistics providers, transportation management systems, trade compliance systems, and mobile devices.

This feature enhances the existing Shipment Line Transaction Requests REST service to create, update, and cancel shipment lines for order lines originating from Oracle Order Management Cloud.

This new service capability also supports descriptive flexfields, notes, and the attachment type of attribute, as needed on the shipment lines.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required.

• Privilege Name and Code:
  • Manage Shipment Web Service (WSH_MANAGE_SHIPMENT_WEB_SERVICE)

• Duty Role Name and Code:
  • Shipment Processing Duty (ORA_WSH_DELIVERY_PROCESSING_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)

Manage Shipment Transaction Requests Using a REST Service

Oracle Supply Chain Management Cloud provides web services to enable and simplify integration with external systems. External systems can include warehouse management systems, contract manufacturers, third-party logistics providers, transportation management systems, trade compliance systems, and mobile devices.

This feature enhances the existing Shipment Transaction Requests REST service to create and update shipment transaction requests in the interface tables for creating new shipments. The feature also updates the related shipment attributes such as weight, volume, and carrier details. This is similar to using the Create Update Shipment operation (processCreateUpdateShipment) of the Material Shipment SOAP service.

This new service capability also supports descriptive flexfields, notes, and the attachment type of attribute, as needed on the shipments.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required.

• Privilege Name and Code:
  • Manage Shipment Web Service (WSH_MANAGE_SHIPMENT_WEB_SERVICE)

• Duty Role Name and Code:
  • Shipment Processing Duty (ORA_WSH_DELIVERY_PROCESSING_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)

Manage Shipping Costs Using a REST Service

Oracle Supply Chain Management Cloud provides web services to enable and simplify integration with external systems. External systems can include warehouse management systems, contract manufacturers, third-party logistics providers, transportation management systems, trade compliance systems, and mobile devices.

This feature provides a new Shipping Costs REST service to manage shipping costs.

Use the Shipping Costs REST service to do the following:

• Get shipping costs and details such as shipping cost type, amount, and currency. 
• Search shipping costs by shipping cost type ID, shipping cost type, shipping cost type category, shipment, packing unit, and shipment line.
• Create, update, and delete shipping costs at the shipment, packing unit, and shipment line level.

This REST service also supports descriptive flexfields as needed.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required:

• Privilege Name and Code:
  • Manage Shipment Web Service (WSH_MANAGE_SHIPMENT_WEB_SERVICE)

• Duty Role Name and Code:
  • Shipment Processing Duty (ORA_WSH_DELIVERY_PROCESSING_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)

Manage Shipping Exceptions Using a REST Service

Oracle Supply Chain Management Cloud provides web services to enable and simplify integration with external systems. External systems can include warehouse management systems, contract manufacturers, third-party logistics providers, transportation management systems, trade compliance systems, and mobile devices.

This feature provides a new Shipping Exceptions REST service to manage shipping exceptions.

Use the Shipping Exceptions REST service to do the following:

• Get shipping exceptions and the related details such as exception name and severity. 
• Search shipping exceptions by shipping exception name, severity, status, shipment, packing unit, and shipment line.
• Create and update shipping exceptions at the shipment, packing unit, and shipment line level.

This REST service also supports descriptive flexfields as needed.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center

Role Information

To use this feature, the following privileges or roles are required:

• Privilege Name and Code:
  • Manage Shipment Web Service (WSH_MANAGE_SHIPMENT_WEB_SERVICE)

• Duty Role Name and Code:
  • Shipment Processing Duty (ORA_WSH_DELIVERY_PROCESSING_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)

Receiving

Comply With India Goods And Services Tax In Supply Chain Management Transactions

The India Goods and Services Tax (GST) is a destination-based, indirect tax applied on the supply of goods and services. Taxes are levied, and must be paid, on transactions that cross tax registrations. The law requires issuance of a fiscal document, typically a tax invoice, at the point of shipment that should accompany the goods being transported. This update provides support for the India GST-specific compliance requirements across the Oracle Supply Chain Management Cloud applications. The following requirements have been addressed in applicable transaction flows within Supply Chain Management:

• Identification of the GST registrations (GSTIN) involved (first party and third party) in the transaction. Recovery of tax is linked to GSTIN
• Calculation of tax and timing of the calculation; tax should be calculated as of the date of receipt / deemed receipt, or as of the shipment / deemed shipment
• Issuance of fiscal documents on shipment

To meet those requirements, you can:

• Recalculate tax at receipt for purchasing flows
• Calculate tax on transfer prices for intercompany transactions
• Capture key tax attributes during receiving, including advance shipment notices received from suppliers
• Issue fiscal document during shipment
• Create multiple tax registrations using selling profit center business units for shared services, such as order management and receivables function

The following GST-related tax calculations are not available in this update:

• Calculate tax and issue tax fiscal document for outside processing
• Calculate tax for contract manufacturing
• Calculate tax at point of consumption for consigned inventory
• Calculate tax at receipt in the supplier-facing entity for intercompany purchase of items

Capture Key Tax Attributes in Receiving Transactions for India Goods and Services Tax Compliance

You can support key business processes mandated by the India Goods and Service Tax (GST) Act with this new feature. Any movement of goods or sales occurring in India require a fiscal document such as a tax invoice or delivery challan. This feature ensures that your receipts record the new fiscal attributes for the inbound shipments from your suppliers such as the Tax Invoice Number, Tax Invoice Date, E-Way Bill, and E-Way Bill Date. This feature is also applicable to the FBDI, SOAP, and REST services, in addition to the Receive Expected Shipments page. 

You can use the newly introduced India-specific tax attributes to provide the fiscal information on your receipts. You can reduce the transaction time by using the mass update functionality to update the above attributes on your receipts.

Steps to Enable

1. The enablement for the Capture Key Tax Attributes in Receiving Transactions for India GST Compliance feature is achieved by performing setups within the Financials offering. The task associated with this enablement is Manage Localization System Options.

2. The option to Enable Document Numbering is set as Yes when the country is India.

Tips And Considerations

Setup is performed within the Financials offering using the job role of Supply Chain Application Administrator.

Key Resources

• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center
• Watch Capture Key Tax Attributes in Receiving Transactions for India Goods and Services Tax Compliance Readiness Training

Role Information

To use this feature, the following roles are required:

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)

Supply Chain Management Common Components

Extend End Dates on Existing Schedules

Enables you to extend an existing schedule by providing a new end date further in the future. Your existing schedule detail data for working and non-working time is kept, and the additional information representing the change of date is appended to this set of data. 

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 19D

Manage Transit Times Using a REST Service

Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.

Use the Transit Times REST service to do the following:

• Create a transit time.
• Create or update shipping method details for the transit time.
• Get transit time or shipping method details.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center

Role Information

• Privilege Name and Code:
  • View Transit Times List of Values by Web Service (RCS_VIEW_TRANSIT_TIMES_LOV_WEB_SERVICE_PRIV)
  • Manage Transit Times by Web Service (RCS_MANAGE_TRANSIT_TIMES_WEB_SERVICE_PRIV)

• Job Role Name and Code:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB) for View Transit Times List of Values

Cost Management

Analyze Manufacturing and Inventory Cost Details

You can use Oracle Transactional Business Intelligence enhanced subject areas to perform operational reporting and analysis for Cost Accounting. In this update, Oracle Transactional Business Intelligence for Cost Management has enhancements in the following subject areas.

ENHANCEMENTS TO SUPPORT PROCESS MANUFACTURING WORK ORDERS

The Cost Rollup Details and Where Used Details subject areas have been enhanced to include the new columns introduced to support process manufacturing work orders such as Cost Allocation Basis, Cost Allocation Percentage, Output Type, and Primary Output Item Flag.

The following screen capture illustrates the feature.

Cost Rollup Details Subject Area Enhancements to Support Process Manufacturing Work Definitions

The Work Order Costs subject area has also been enhanced to include these new details available on process manufacturing work orders.

The following screen capture illustrates the feature.

Work Order Costs Subject Area Enhancements to Support Process Manufacturing Work Orders

ACCOUNTED WORK IN PROCESS BALANCES

You can now use the Work Order Costs subject area to create ad hoc reports that include accounted work in process balances.

The following screen capture illustrates the feature.

Accounted Work in Process Balances in Work Order Costs Subject Area

NEW SUBJECT AREA FOR INTRANSIT INVENTORY VALUATION

A new subject area called Intransit Inventory Valuation Real Time is now available to analyze the intransit inventory valuation information.

The following screen capture illustrates the feature.

Intransit Inventory Valuation Subject Area

PURCHASE ORDERS LINKED TO ESTIMATED PURCHASE PRICE VARIANCE

The Item Cost subject area is now enhanced to show the purchase orders that are linked to the estimated purchase price variances.

The following screen capture illustrates the feature.

Purchase Orders Contributing to Estimated Purchase Price Variance

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Key Resources

• Creating and Administering Analytics and Reports for SCM guide, available on the Oracle Help Center

Role Information

• Privilege Name and Code:
  • View Work Order Costs Data (CST_VIEW_WORK_ORDER_COSTS_DATA)
  • View Standard Costs Data (CST_VIEW_STANDARD_COSTS_DATA)

Capture Expenditure Information in Oracle Project Portfolio Management Cloud from an Expense Destination Transfer Order

To lower inventory costs and improve on-time performance, companies often maintain common warehouses that supply expensed items to several projects. These items are delivered to a project location to be expensed at destination.

In this update, you can transfer common inventory to a project site and charge the expenditure to the project.  The capabilities supported in this update include:

• Create project-striped internal requisition with an expense destination type
• Create project commitment on requisition approval
• Create project-striped transfer orders with expense destination type
• Charge the expenditure to the project at destination

These capabilities reduce project costs and improve agility by allowing you to aggregate common material demand across projects, and allocate material and costs to projects when used.

Oracle Cost Management Cloud supports costing and accounting of the internal transfers to the expense destination. You can use this feature to transfer the costs accounted in the expense destination organization to Oracle Project and Portfolio Management as a project expenditure.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• Implementing Common Features for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center
• Using Supply Chain Cost Management guide, available on the Oracle Help Center
• Implementing Oracle Project Portfolio Management Cloud guide, available on the Oracle Help Center

Role Information

• Privilege Name and Code:
  • Run Import and Process Project Cost Transactions Process  (PJC_RUN_IMPORT_AND_PROCESS_PROJECT_COST_TRANSACTIONS_PROCESS)

• Role Name and Code:
  • Cost Accountant (CST_COST_ACCOUNTANT)

Perform Specific Cost Rollup for Manufactured Items with Updated Component Costs

You can now run the Roll up Costs process with where used criteria to calculate the standard costs of specific make items whose component costs might have changed. When you run a specific roll up based on the where used logic, you avoid changing standard costs of other items that are not impacted by these component cost changes.

In order to accurately plan for your manufacturing costs, you can update your component costs using the Manage Standard Costs page. You can also update your resources using the Manage Resource Rates page. When you run the Roll up Costs process with the where used criteria, the application calculates the costs of only the make items which use these components or resources.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• Using Supply Chain Cost Management guide, available on the Oracle Help Center

Role Information

• Job Role Name and Code:
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Process Manufacturing

Process manufacturing represents a segment of manufacturers in industries, such as consumer packaged goods, in which the finished product cannot be broken down into its ingredients, and the production method requires ways to manage variability that is inherent in materials and processes. In this update, the enhanced capabilities to support batch production with multiple co-products and by-products provide the foundation for mixed-mode manufacturing in the same plant.  These capabilities can help manufacturers – who use standard recipes for producing various batch sizes and products in single or dual units of measure (UOMs) with a fixed conversion – to make the right product at the right time.

Define and Execute Batch Production for Process Manufacturing

Producing bulk, intermediate material that is packaged into finished goods typically requires a hybrid of process and discrete manufacturing capabilities. In particular, batch production moves manufacturing in batch quantities through each stage of the production process instead of moving individual discrete units.  This manufacturing difference presents the following unique requirements that extend beyond the light assembly production that is supported currently:

• You need to define the relationship of inputs and outputs to make a batch instead of defining a hierarchical item structure.

• You need to manage co-products, that are planned, multiple output products resulting from a process, and by-products, that are additional unplanned outputs from a process.

• You need to define and execute recipes on the basis of batch size instead of the number of discrete items.

• You need to define the input size of a batch process, such as packaging production, using the variable output from the previous batch process, such as bulk production, or by scaling a work order to a target batch quantity.

With this update, process manufacturing can operate in the same plant as discrete manufacturing, as determined by the work method for products being produced. This capability enables you to model, track, and cost for materials and processes using the appropriate manufacturing method for each stage of production. As with discrete manufacturing, process manufacturing supports similar capabilities for in-house manufacturing and outside processing of standard products with the option to enable electronic records and electronic signatures for critical business events. You can design your production process with work definitions, manage production with a material availability check and work order picking, execute production with quality inspection and production exceptions, and perform cost rollup and cost accounting. 

The process manufacturing capabilities in Manufacturing Cloud are described as follows:

• Design the production process for process manufacturing
• Manage production for process manufacturing
• Execute production for process manufacturing

DESIGN THE PRODUCTION PROCESS FOR PROCESS MANUFACTURING

• Define a work definition for a process with co-products and by-products. You can create a work definition as a recipe for a unique, named process in a plant in addition to a primary product through the user interface, file-based data import spreadsheets, and REST service. The process can complete multiple co-products and by-products at any in-house or supplier operation.

• Manage work definitions and work orders in batch quantities. Define multiple work definitions in various batch sizes, where the input and output quantities in a work definition and work order are expressed in terms of a batch quantity for the purposes of batch sizing and scaling. The batch quantity moves through operations until work order completion, while process yield loss can be captured as operation scrap.

Create Process Work Definition

Edit Operation Output

MANAGE PRODUCTION FOR PROCESS MANUFACTURING

• Create work orders based on a process or product. You can manually create standard work orders based on a specified process and batch quantity or a product and its quantity through the user interface, file-based data import spreadsheets, and REST service. The application automatically selects the work definition for the primary product with the lowest production priority, which you can override to select another work definition.

• Scale work orders before production. Recalculate work order quantities proportionally based on a critical input, output, or batch quantity prior to work order release through the user interface. Inputs can be scaled as either fixed or variable quantities, whereas outputs can be scaled as variable quantities.

• Analyze co-products and by-products. You can create your own metrics and analyses, such as yield and variance analysis based on the subject areas in Oracle Transactional Business Intelligence for Manufacturing Cloud, which include co-product and by-product transactions.

Create Batch Work Order Based on Process Name or Primary Output

Batch Work Order with Multiple Outputs

Batch Work Order Scaling

EXECUTE PRODUCTION FOR PROCESS MANUFACTURING

• Report co-products and by-products for work orders. You can complete multiple co-products and by-products with lot information into an inventory or expense location through the user interface, file-based data import spreadsheets, and REST service. Product completion can be reported independent of or with operation completion. Unplanned co-products and by-products can also be added directly to a work order or while reporting an output completion transaction.

• Inspect work order co-products and by-products. From the dispatch list, you can create an ad hoc inspection to record quality results against samples of work in process or a primary product, co-product, or by-product in the context of a work order operation through the user interface and REST services.

• Trace end-to-end lot genealogy of co-products and by-products. Visualize and analyze the parent-child relationships between input and output items under lot control, whether generated from in-house receiving, production, and shipping transactions, or imported through a spreadsheet from a supplier.

Report Multiple Output Completion

Inspection of the Output Item

Output Item Lot Genealogy Details

With all these capabilities built in, you can run both process manufacturing and discrete manufacturing in the same plant, which is driven by the manufacturing work definitions and work orders to make products.  This flexibility allows you to determine the best manufacturing method for each stage of production, enabling a more flexible, quicker implementation of mixed-mode manufacturing with the cloud benefits of a configurable and extensible platform and automated upgrades.With all these capabilities built in, you can run both process manufacturing and discrete manufacturing in the same plant, which is driven by the manufacturing work definitions and work orders to make products.  This flexibility allows you to determine the best manufacturing method for each stage of production, enabling a more flexible, quicker implementation of mixed-mode manufacturing with the cloud benefits of a configurable and extensible platform and automated upgrades.

Watch a Demo

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 19D

• Enable Process Manufacturing in Manage Plant Parameters
  • After enabling process manufacturing for the plant, specify the default work method for the manufacturing organization, Discrete Manufacturing / Process Manufacturing in the plant parameter.

Plant Parameter to Enable Process Manufacturing and Set Up Default Work Method

Tips And Considerations

• The Default Work Method controls the default behavior of the user interface, every time the user logs in to create a work definition and work order.

  • Default Work Method is plant specific. If a plant typically runs batch production, set the Default Work Method to Process Manufacturing.

• Use the process manufacturing work method specific File-Based Data Import (FDBI) templates for mass creation of Work Definition, Work Order, Operation Transaction and Material Transactions. For resource transactions, the FBDI template is common for Discrete and Process manufacturing work methods. 

Key Resources

Watch the following Readiness Training:

• Define and Execute Batch Production for Process Manufacturing – Setup and Work Definitions
• Define and Execute Batch Production for Process Manufacturing – Manage and Execute Production 

Role Information

• Privilege Name and Code: No additional privileges required.   
• Users provisioned with the following job roles will automatically be able to use this feature:
  • Job Role Name and Code:
    • Manufacturing Engineer (ORA_WIS_MANUFACTURING_ENGINEER_JOB)
    • Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
    • Production Supervisor (ORA_WIE_PRODUCTION_SUPERVISOR_JOB)

Cost Account Process Manufacturing Work Orders

You can use Cost Accounting to calculate the costs for process manufacturing work orders, and to create the accounting entries. The Review Work Order Costs page now displays the input costs of material and resource transactions for process manufacturing work orders.

The following screen capture illustrates the feature and its benefits.

Review Work Order Costs

The product costs are calculated based on the cost allocation factors defined in the work definition for Primary Product, Co-Products, and By-Products.

All product completions processed before a work order is closed use an estimated cost based on the Provisional Completion option chosen in the item cost profile. Once a work order is closed, and based on the cost allocation factors, the actual costs incurred on the work order are used to calculate the actual product costs. The formula used for products that have a percentage based cost allocation factor is as follows:

(Total costs accumulated through this operation – Scrap Reported in this operation)*Cost Allocation Factor) / Quantity Produced

If the cost allocation factor is set to Fixed, then the standard cost of the item is used to cost the provisional completions. You must create a standard cost for the output item when you set the cost allocation factor to Fixed.

The costs accumulated through the operation where the scrap is reported are used to value the scrap, based on the following formula:

Scrap costs = (Total costs accumulated through this operation)*(Scrap Quantity/Batch Quantity)

The following screen capture illustrates the feature and its benefits.

Product Costs and Cost Allocation Factors

A new variance type called Yield Variance has been introduced to support process manufacturing work orders. Yield variance is calculated as the output correlated to the batch quantity instead of the quantities of inputs directly. The formula for calculating the yield variance is as follows:

Yield Variance = (Actual reported quantity - Planned scaled quantity) * Standard cost of product

The following screen capture illustrates the feature and its benefits.

Variance Details

Watch a Demo

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 19D

Tips And Considerations

If the cost allocation factor is set to Fixed, set up a standard cost for the item.

Key Resources

• Watch Support Process Manufacturing in Cost Accounting Readiness Training
• Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management guide available on the Oracle Help Center

Role Information

• Privilege Name and Code: Create Cost Distributions (CST_CREATE_COST_DISTRIBUTIONS)
• Job Role Name and Code: Cost Accountant(ORA_CST_COST_ACCOUNTANT)

Perform Cost Rollup for Process Manufacturing Work Definitions

You can now use standard cost rollup for process manufacturing work definitions with multiple outputs. This is also useful if you require a hybrid of discrete and process manufacturing capabilities within the same inventory organization.

When setting up work definitions, you can specify the output item yielded from different operations, and the percentage of costs to be allocated towards those output items. You can also enter the standard cost of an output item as a fixed cost for specific business requirements. The Costing Batch Output Size parameter allows you to plan your costs accurately by reflecting your typical production batch size.

The Rollup Costs process will calculate the cost of output items with active work definitions, based on the cost allocation defined in the work definition operations.

You can use the View Rolled-up Costs page to understand the cost calculations for each output item.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 19D

Feature Name: Define and Execute Batch Production for Process Manufacturing 

Key Resources

• Using Supply Chain Cost Management guide, available on the Oracle Help Center

Role Information

• Job Role Name and Code:
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Receipt Accounting

Calculate and Account for Nonrecoverable Tax on Intercompany Transfer

Calculate and account the exclusive nonrecoverable tax on transfer price for intercompany material transfer and intercompany sales order fulfillment flows. Taxes are calculated during trade receipt accrual event in the receiving organization. The nonrecoverable tax component is added to the transfer price to derive the item cost.  

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Financials

Tips And Considerations

• Tax determinants for TRA tax calculation are passed from the buy side tax determinants of the financial orchestration flow.
• For transfer Orders, if the ownership change event is Interorg shipment, the tax determinants are passed from the shipment transaction.

Key Resources

• Watch Calculate and Account for Nonrecoverable Tax on Intercompany Transfer Readiness Training

Role Information

To use this feature, the following privileges or roles are required:

• Role Name and Code:
  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
  • Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB)
  • Receipt Accounting (ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

• Privilege Name and Code:
  • Setup and Maintain Applications (ASM_SETUP_AND_MAINTENANCE_PRIV)
  • Review Receipt Accounting Distributions (CMR_REVIEW_RECEIPT_ACCOUNTING_DISTRIBUTIONS_PRIV)
  • Review Cost Distribution (CST_REVIEW_COST_DISTRIBUTIONS_PRIV)
  • Manage Receipt Accounting Activities (CMR_MANAGE_RECEIPT_ACCOUNTING_ACTIVITIES_PRIV)
  • Manage Cost Accounting Activities (CST_MANAGE_COST_ACCOUNTING_ACTIVITIES_PRIV)
  • Manage Supply Chain Financial Orchestration System Options (FOS_MANAGE_SUPPLY_CHAIN_FINANCIAL_ORCHESTRATION_SYSTEM_OPTIONS_PRIV)
  • Maintain Documentation and Accounting Rules (FOS_MAINTAIN_TRADE_AND_ACCOUNTING_RULES_PRIV)

Manage Period End Accrual Process with a User-Defined Date Parameter

You can now specify a user-defined date as the cutoff and accounting date for creating period end accrual for uninvoiced receipts. Additionally, this ensures the period end accrual is booked in the same period when you have multiple ledgers with different calendar period end dates.

With this update, you can do the following:

1. Select the Bill to Business Unit and then the Accounting Period on the Create Uninvoiced Receipt Accruals page.

2. When you enter the Accounting Period, the cutoff date selected should be a date within that period as this date is also used as the accounting date for the accrual journal entry. If left blank, the last date of the accounting period is used as the accrual cutoff and accounting date.

3. The period end accrual process accrues uninvoiced receipts where the receipt date is on or before the cutoff date.

4. When you re-run the period end accrual process, the application accrues any additional uninvoiced receipts that have arisen since the process was last run, and automatically adjusts the accrual value. Consider the following example –

The following are the receipt transactions recorded in the application:

Receipts	Transaction Date	Invoiced Date	Amount
Receipt 1	24th	27th	$1000.00
Receipt 2	28th	29th	$1250.00

1. You run the period end accrual process on the 25th day of a period with a cutoff as the 25th. The application records the uninvoiced accrual as $1000.00 as the receipt on 24th was uninvoiced as of 25th.

2. When you run the period end accrual process again with the cutoff date parameter as the 28th of the period, the receipt that was uninvoiced as of the 25th is invoiced now, and therefore the accrual for this receipt is undone. However, a new receipt on the 28th of the period would be considered for accrual as it remains uninvoiced as of the cutoff date. Hence, the uninvoiced accrual for the period would now be $1250.00.

3. If you run the period end accrual process without specifying a cutoff date, the application uses the last date of the accounting period as cutoff date. Using the example above, if the cutoff date parameter is left blank, as an invoice is recorded on the 29th of the period for receipt 2, accrual for this receipt will be undone.

Period End Accrual Feature: Create Uninvoiced Receipt Accruals with Period End Accrual Cutoff Date

Watch a Demo

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If you have any Create Uninvoiced Receipt Accruals processes scheduled to run, you must cancel them before your quarterly update. After your update, you can redefine your schedule to span the course of a single accounting period.

Key Resources

• Using Supply Chain Cost Management guide, available on the Oracle Help Center
• Watch Manage Period End Accruals Process in Receipt Accounting Readiness Training

Role Information

• Privilege Name and Code:
  • Create Uninvoiced Receipt Accruals (CMR_CREATE_UNINVOICED_RECEIPT_ACCRUALS)

• Role Name and Code:
  • Cost Accountant (CST_COST_ACCOUNTANT)

Adjust Receipt and Inventory Cost for Nonrecoverable Tax Recalculated Based on Receipt Tax Point Date

Adjust receipt and inventory cost for nonrecoverable tax that is calculated based on the receipt tax point date. Tax calculation happens when the tax point basis is invoice, the tax point date is receipt, and the purchase order schedule is setup for receipt matching.

Prior to this update, when the tax point basis is invoice, tax is calculated on invoice because tax point date was always invoice date. In this update, when the tax point basis is invoice, you can now set the tax point date as receipt date and tax is calculated on receipt of goods. Taxes are calculated based on the tax rates and tax determinants prevailing on the receipt date. The nonrecoverable taxes are calculated based on the receipt tax point date and accounted in receipt accounting distributions. Recoverable taxes are accounted on payables invoice.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Financials

Feature Name: Tax Calculation on Receipt Accounting Distributions

Perform the following steps after you opt in: 

Allow delivery-based tax calculation for invoices in Oracle Financials Cloud. You must have the Application Implementation Consultant role to perform these steps.  

1. In the Setup and Maintenance work area, go to the following:

• Offering: Financials
• Functional Area: Transaction Tax
• Task: Manage Configuration Owner Tax Options

2. On the Manage Configuration Owner Tax Options page, from the Configuration Owner drop-down list, select the business unit for which you want to enable this feature.
3. From the Application Name drop-down list, select Payables.
4. From the Event Class drop-down list, select Standard Invoices or Payables.
5. In the Receipt Tax Options section, select Allow delivery-based tax calculation, and from the Report Delivery-Based Taxes On drop-down list, select Invoice.
6. From the Tax Point Basis drop-down list, select Invoice.
7. From the Tax Point Date drop-down list, select Receipt Date.

Role Information

To use this feature, the following privileges or roles are required:

• Role Name and Code:
  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
  • Receipt Accounting (ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

• Privilege Name and Code:
  • Setup and Maintain Applications (ASM_SETUP_AND_MAINTENANCE_PRIV)
  • Review Receipt Accounting Distributions (CMR_REVIEW_RECEIPT_ACCOUNTING_DISTRIBUTIONS_PRIV)
  • Review Cost Distribution (CST_REVIEW_COST_DISTRIBUTIONS_PRIV)
  • Manage Receipt Accounting Activities (CMR_MANAGE_RECEIPT_ACCOUNTING_ACTIVITIES_PRIV)
  • Manage Cost Accounting Activities (CST_MANAGE_COST_ACCOUNTING_ACTIVITIES_PRIV)

Comply With India Goods And Services Tax In Supply Chain Management Transactions

The India Goods and Services Tax (GST) is a destination-based, indirect tax applied on the supply of goods and services. Taxes are levied, and must be paid, on transactions that cross tax registrations. The law requires issuance of a fiscal document, typically a tax invoice, at the point of shipment that should accompany the goods being transported. This update provides support for the India GST-specific compliance requirements across the Oracle Supply Chain Management Cloud applications. The following requirements have been addressed in applicable transaction flows within Supply Chain Management:

• Identification of the GST registrations (GSTIN) involved (first party and third party) in the transaction. Recovery of tax is linked to GSTIN
• Calculation of tax and timing of the calculation; tax should be calculated as of the date of receipt / deemed receipt, or as of the shipment / deemed shipment
• Issuance of fiscal documents on shipment

To meet those requirements, you can:

• Recalculate tax at receipt for purchasing flows
• Calculate tax on transfer prices for intercompany transactions
• Capture key tax attributes during receiving, including advance shipment notices received from suppliers
• Issue fiscal document during shipment
• Create multiple tax registrations using selling profit center business units for shared services, such as order management and receivables function

The following GST-related tax calculations are not available in this update:

• Calculate tax and issue tax fiscal document for outside processing
• Calculate tax for contract manufacturing
• Calculate tax at point of consumption for consigned inventory
• Calculate tax at receipt in the supplier-facing entity for intercompany purchase of items

Comply with India Goods and Services Tax Rules for Purchase Order Receipts

Adjust receipt and inventory cost for the nonrecoverable tax recalculated based on the receipt tax point date to comply with India GST. Tax recalculation happens when the tax point basis is invoice, the tax point date is receipt, and when the purchase order schedule is set up for receipt matching.

Prior to this update, when the tax point basis is invoice, tax is calculated on invoice because tax point date was always invoice date. In this update, when the tax point basis is invoice, you can now set the tax point date as receipt date and tax is calculated on receipt of goods. Taxes are calculated based on the tax rates and tax determinants prevailing on the receipt date. The nonrecoverable taxes are calculated based on the receipt tax point date and accounted in receipt accounting distributions. Recoverable taxes are accounted on payables invoice.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Financials

Feature Name: Tax Calculation on Receipt Accounting Distributions

Perform the following steps after you opt in:

Allow delivery-based tax calculation for invoices in Oracle Financials Cloud. You must have the Application Implementation Consultant role to do this task.

1. In the Setup and Maintenance work area, go to the following:

• Offering: Financials
• Functional Area: Transaction Tax
• Task: Manage Configuration Owner Tax Options

2. On the Manage Configuration Owner Tax Options page, from the Configuration Owner drop-down list, select the business unit for which you want to enable this feature.

3. From the Application Name drop-down list, select Payables.

4. From the Event Class drop-down list, select Standard Invoices or Payables.

5. Under the Receipt Tax Options section, select Allow delivery-based tax calculation, and from the Report Delivery-Based Taxes On drop-down list, select Invoice.

6. From the Tax Point Basis drop-down list, select Invoice.

7. From the Tax Point Date drop-down list, select Receipt Date.

Role Information

To use this feature, the following privileges or roles are required:

• Role Name and Code:
  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
  • Receipt Accounting (ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

• Privilege Name and Code:
  • Setup and Maintain Applications (ASM_SETUP_AND_MAINTENANCE_PRIV)
  • Review Receipt Accounting Distributions (CMR_REVIEW_RECEIPT_ACCOUNTING_DISTRIBUTIONS_PRIV)
  • Review Cost Distribution (CST_REVIEW_COST_DISTRIBUTIONS_PRIV)
  • Manage Receipt Accounting Activities (CMR_MANAGE_RECEIPT_ACCOUNTING_ACTIVITIES_PRIV)
  • Manage Cost Accounting Activities (CST_MANAGE_COST_ACCOUNTING_ACTIVITIES_PRIV)

Comply with India Goods and Services Tax Rules for Intercompany Transactions

Charge tax on intercompany trade transactions for India GST compliance. Calculate and account exclusive nonrecoverable tax on transfer price with intercompany transfer of material and intercompany sales order fulfillment flows.

Taxes calculated based on the fiscal document are copied to the trade receipt accrual transaction in the receiving organization. The nonrecoverable tax component is added to the transfer price to derive the item cost. If there are multiple financial trade routes, then taxes are copied to the trade receipt accrual transaction of the first node.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Financials

Feature Name: Tax Calculation on Receipt Accounting Distributions

Perform the following steps after you opt in the feature:

Allow delivery-based tax calculation for Invoices. You must have the Application Implementation Consultant role to do this task.

1. In the Setup and Maintenance work area, go to the following:

• Offering: Financials
• Functional Area: Transaction Tax
• Task: Manage Configuration Owner Tax Options

2. On the Manage Configuration Owner Tax Options page, from the Configuration Owner drop-down list, select the business unit for which you want to enable this feature for.
3. From the Application Name drop-down list, select Payables.
4. From the Event Class drop-down list, select Standard Invoices or Payables.
5. Under the Receipt Tax Options section, select Allow delivery-based tax calculation, and from the Report Delivery-Based Taxes On drop-down list, select Invoice.
6. From the Tax Point Basis drop-down list, select Invoice.
7. From the Tax Point Date drop-down list, select Receipt Date.

Enable tax calculation for trade receipt accrual.

1. In the Setup and Maintenance work area, go to the following:

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Supply Chain Financial Flows
• Task: Manage Supply Chain Financial Orchestration System Options

2. On the Manage Supply Chain Financial Orchestration System Options page, select Calculate tax for trade receipt accrual.

Manage Supply Chain Financial Orchestration System Options Page

Enable the Intercompany Invoices option in the Financial Orchestration work area. You must have the Supply Chain Controller role to do these tasks.

1. In the Financial Orchestration work area, from the Tasks panel, select Manage Documentation and Accounting Rules.
2. On the Manage Documentation and Accounting Rules page, either create a new rule or modify an existing rule that will be used in the financial orchestration flow.
3. On the Documentation and Accounting Rule page of the rule, select Intercompany Invoices.
4. Click Done.

Documentation and Accounting Rule Page

Tips And Considerations

• Tax determinants for TRA tax calculation are passed from the buy side tax determinants of the financial orchestration flow.
• For transfer Orders, if the ownership change event is Interorg shipment, the tax determinants are passed from the shipment transaction.

Role Information

To use this feature, the following privileges or roles are required:

• Role Name and Code:
  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
  • Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB)
  • Receipt Accounting (ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

• Privilege Name and Code:
  • Setup and Maintain Applications (ASM_SETUP_AND_MAINTENANCE_PRIV)
  • Review Receipt Accounting Distributions (CMR_REVIEW_RECEIPT_ACCOUNTING_DISTRIBUTIONS_PRIV)
  • Review Cost Distribution (CST_REVIEW_COST_DISTRIBUTIONS_PRIV)
  • Manage Receipt Accounting Activities (CMR_MANAGE_RECEIPT_ACCOUNTING_ACTIVITIES_PRIV)
  • Manage Cost Accounting Activities (CST_MANAGE_COST_ACCOUNTING_ACTIVITIES_PRIV)
  • Manage Supply Chain Financial Orchestration System Options (FOS_MANAGE_SUPPLY_CHAIN_FINANCIAL_ORCHESTRATION_SYSTEM_OPTIONS_PRIV)
  • Maintain Documentation and Accounting Rules (FOS_MAINTAIN_TRADE_AND_ACCOUNTING_RULES_PRIV)

Landed Cost Management

Associate Payables Invoice Lines to Landed Cost Charges Using a REST Service

Use the Invoices for Landed Cost Charges REST web service to automate charge association of payables invoice lines with landed cost charges. This is particularly useful when there is a high volume of transactions or when integrating the charge association with an external application.

Use the Invoices for Landed Cost Charges REST web service to:

• Retrieve Invoices enabled for landed costs that exist in the system
• Associate or update landed cost charge and charge references on the invoice lines
• Delete the charge references for the landed cost invoice line

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST APIs for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center
• Watch Associate Payables Invoice Lines to Landed Cost Charges Using REST Services Readiness Training

Role Information

• Privilege Name and Code:
  • Manage Landed Cost Charge Invoices by Web Service (CML_MANAGE_CHARGE_INVOICE_WEB_SERVIC

• Job Role Name and Code
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Supply Chain Financial Orchestration

Comply With India Goods And Services Tax In Supply Chain Management Transactions

The India Goods and Services Tax (GST) is a destination-based, indirect tax applied on the supply of goods and services. Taxes are levied, and must be paid, on transactions that cross tax registrations. The law requires issuance of a fiscal document, typically a tax invoice, at the point of shipment that should accompany the goods being transported. This update provides support for the India GST-specific compliance requirements across the Oracle Supply Chain Management Cloud applications. The following requirements have been addressed in applicable transaction flows within Supply Chain Management:

• Identification of the GST registrations (GSTIN) involved (first party and third party) in the transaction. Recovery of tax is linked to GSTIN
• Calculation of tax and timing of the calculation; tax should be calculated as of the date of receipt / deemed receipt, or as of the shipment / deemed shipment
• Issuance of fiscal documents on shipment

To meet those requirements, you can:

• Recalculate tax at receipt for purchasing flows
• Calculate tax on transfer prices for intercompany transactions
• Capture key tax attributes during receiving, including advance shipment notices received from suppliers
• Issue fiscal document during shipment
• Create multiple tax registrations using selling profit center business units for shared services, such as order management and receivables function

The following GST-related tax calculations are not available in this update:

• Calculate tax and issue tax fiscal document for outside processing
• Calculate tax for contract manufacturing
• Calculate tax at point of consumption for consigned inventory
• Calculate tax at receipt in the supplier-facing entity for intercompany purchase of items

Enable Multiple Tax Registrations Using a Shared Service Order Management Business Unit

With this update, Oracle Supply Chain Order Management Cloud allows you to have a selling profit center on the sales order line that is different from the Order Management business unit. This enables your organization to sell products from different profit centers using a single sales order, thereby enabling your order management business unit to be used as a shared service. If the enterprise has multiple tax registrations across different states, you can define those tax registrations as profit center business units, while continuing to use a single shared order management business unit.

The following screen capture illustrates the feature and its benefits.

Create Order Page with Different Business Units in the Order Header and Order Line

In Order Management, on the Manage Order Management Parameters page, if you have selected the Business Unit for Selling Profit Center drop-down list value as Shipping Organization, the selling profit center in the Create Order page automatically picks the corresponding profit center defined in the organization parameters of the shipping warehouse.

The following screen capture illustrates the feature and its benefits.

Manage Order Management Parameters Page to Select the Basis for Selling Profit Center Business Unit

Whenever you update the warehouse in an order, the selling profit center automatically picks the corresponding profit center of the warehouse. But if you manually enter the selling profit center in an order, the application retains it irrespective of the warehouse selected in the order.

Also, as tax determinants are dependent on the selling profit center, they are automatically updated when the selling profit center is updated.

Oracle Supply Chain Financial Orchestration Cloud identifies the financial orchestration flow for an internal drop shipment based on the selling profit center business unit (instead of the order management business unit) and the profit center of the warehouse entered in the sales order.

You can set up a shared service business unit for receivables and payables that supports transactions across different profit centers. 

Customers can continue to leverage the shared profit center business unit. This allows centralized processing of intercompany receivable and payable invoices.

The following screen capture illustrates the feature and its benefits.

Financial Orchestration Flow That Depicts the Relationship for a Selling Profit Center Business Unit

Order Management sends the selling profit center value to the Accounts Receivable invoice lines as a line transaction flexfield attribute. COGS recognition happens based on the selling profit center in the sales order line.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order Management

Key Resources

• Oracle Supply Chain Management Cloud: Implementing Order Management, available on the Oracle Help Center

Role Information

To use this feature, the following privilege or roles are required:

• Privilege Name and Code:
  • Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV)

• Job Role Name and Code:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Order Manager (ORA_DOO_ORDER_MANAGER_JOB )
  • Order Entry Specialist  (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB )

Use Tax Attributes in Supply Chain Financial Orchestration Flow Setup for India Goods and Services Tax Compliance

Configure and use tax attributes such as first and third party tax registration numbers in Oracle Supply Chain Financial Orchestration Cloud to manage trade transactions between related entities operating under the India Goods and Services Tax regime. This feature includes the following enhancements that are further described below:

• Intercompany receivable and payable invoices inherit the sell and buy side tax determinants of the financial trade route
• Intercompany receivable and payable invoices inherit the tax invoice number and tax invoice date from the fiscal document
• Automatically apply credit memos to original transaction

INHERIT THE SELL AND BUY SIDE TAX DETERMINANTS ON INTERCOMPANY INVOICES

For tax calculation, Oracle Supply Chain Financial Orchestration Cloud uses the first party registration number, third party registration number, and taxation country values from the sell and buy side tax determinants of the applicable financial trade route. It then passes those values to intercompany receivables and payables invoice, respectively.

• Tax determinants for a transfer order: For a transfer order business flow, the tax determinants from the shipment transaction are passed to the intercompany receivables invoice.

If the ownership change event is receipt, then tax determinants for the payables invoice uses the attributes from the receipt transaction, if available. If the value is not available on the receipt or when the ownership change event is shipment, the values from the buy side tax determinants of the financial trade route are used for tax calculation.

• Tax determinants for an internal drop shipment: For an internal drop shipment flow, the tax determinants from sell side tax determinants of the financial trade route are used for the intercompany receivables invoice, and from buy side tax determinants of the financial trade route for the intercompany payables invoice.

The following screen capture illustrates the feature and its benefits.

Financial Orchestration Flow

INHERIT TAX INVOICE NUMBER AND TAX INVOICE DATE FROM THE TAX FISCAL DOCUMENT ON INTERCOMPANY INVOICES

For India Goods and Services Tax (India GST) compliance, a tax fiscal document should be generated prior to ship confirmation. Supply Chain Financial Orchestration uses the tax invoice number and tax invoice date values from the fiscal document and stamps them in the intercompany receivables and payables invoice created for the shipment. Further, taxes calculated on the fiscal document are copied to the receivables invoice.

The following screen capture illustrates the feature and its benefits.

Fiscal Document

Receivables Invoice

Payables Invoice

AUTOMATICALLY APPLY CREDIT MEMOS TO ORIGINAL INTERCOMPANY TRANSACTION

Prior to this update, when credit memos were created for return flows, they were created as on-account credit memos. With this update, the application automatically applies the credit memo to the original transaction when interfacing the transaction to Accounts Receivable.Tax calculated on the receivables invoice is proportionally reversed based on the quantity in the credit memo.

The following screen capture illustrates the feature and its benefits.

Credit Memo

Credit Memo Application

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Tax Invoice Number and Tax Invoice Date from fiscal document will be stamped on the intercompany invoices only for the first financial route of the internal drop shipment and transfer order forward flows.

Role Information

To use this feature, the following privilege or role is required:

• Privilege Name and Code:
  • Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV)

• Job Role Name and Code:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

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