Update 19D

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
13 NOV 2019	Default Stocking Unit of Measure for Material Transactions	Updated document. Corrected typo in feature content.
13 NOV 2019	Use Destination Organization as Customer for Internal Material Transfers	Updated document. Corrected typo in feature content.
20 SEP 2019		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business.  Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users in a couple of ways:

Access the Opt In page from 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 Go to Opt In for any feature you want to opt in
4. On the Edit Features page, select the Enable option for the feature, and then click Done

or...  Access the Opt In page from 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 for any area that includes features you want to opt in
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

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Inventory Management

Use Destination Organization as Customer for Internal Material Transfers

Internal Material Transfers (IMTs) are used to transfer internally fulfilled goods and services. 

You can create IMTs from a variety of sources, including:

• Planning
• Min-Max Planning
• FBDI Upload & Web Services
• Back-to-Back Orders
• Purchase Requisition
• Inventory Requests

This means that your organization can have multiple requesters across different departments generating IMTs who may not be the actual recipient of the good or service. Additionally, your fulfilling facility has limited visibility of requests bound for the same destination location, thereby creating inefficiencies in your supply chain.

Now, you can adjust the Customer field to reflect the destination organization instead of the IMT requester. For organizational visibility, the IMT requester is exposed from the transfer order to the shipping documentation data model for optional use as a ship-to contact. 

This provides you with many benefits, including:

• More accurate picture of the IMT destination
• Better grouping and tracking in Oracle Inventory Cloud and Oracle Order Management Cloud by destination location
• Mechanism to group requests from different users into the same shipment
• Means to fulfill orders by destination location

Create Pick Wave

After enabling this capability, the Customer field hosts the destination inventory organization. The most prominent use of this is when creating pick waves, but the Customer field is widely used across order and shipment management screens.

Watch a Demo

Steps to Enable

The Manage Inventory Organizations setup task is available from the Facilities functional area. In the Parameters screen, you can enable the feature for the destination inventory organization by selecting the Organization is associated with an internal customer check box. Once enabled, you can enter the customer name and account number that has been setup for your destination inventory organization. The feature is associated with the Manufacturing and Supply Chain Materials Management offering.

Here's how to navigate to the Manage Inventory Organizations setup task:

1. In the Setup and Maintenance work area, select the Manage Inventory Organizations task.

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Facilities (Click Show All Tasks)
• Task: Manage Inventory Organizations

2. Search for your Inventory Organization and then click Parameters.

Manage Inventory Organization Parameters

Optionally, create a pick wave release rule to be able to consolidate your shipments by your destination inventory organization when creating pick waves. The Manage Pick Wave Release Rules setup task is available from the Shipping functional area. Create a pick wave release rule, specifying the customer that is associated to your destination inventory organization. The pick wave release rule will be available for use when creating or scheduling pick waves.

Here's how to navigate to the Manage Pick Wave Release Rules task:

In the Setup and Maintenance work area, select the Manage Pick Wave Release Rules setup task.

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Shipping (Click Show All Tasks)
• Task: Manage Pick Wave Release Rules

Manage Pick Wave Release Rules

Tips And Considerations

When using this feature, the IMT requester is not automatically carried from the transfer order or sales order onto the corresponding shipment if you are using supply order defaulting and enrichment rules to route the transfer order through Oracle Order Management Cloud. This means that the Ship-to Contact field will be empty within the corresponding pages. However, the IMT Requester field is mapped to the shipping documentation data model so that the requester is included as the ship-to contact on your shipping documentation.

Key Resources

• Watch Internal Material Transfer Usability Enhancements Readiness Training
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management 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 Organizations (INV_MANAGE_INVENTORY_ORGANIZATION)
  • Manage Pick Wave Release Rules (WSH_MANAGE_PICK_WAVE_RELEASE_RULE)

• Duty Role Name and Code:
  • Facility Schedule Management Duty (ORA_RCS_FACILITY_SCHEDULE_MANAGEMENT_DUTY)
  • Shipping Administration (ORA_INV_SHIPPING_ADMINISTRATION_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)

Create Miscellaneous Transactions from Manage Item Quantities

Miscellaneous adjustments to item quantities are used for a variety of reasons within an inventory organization. Bringing in stock outside of normal channels, stock destruction, and issuing or returning stock for immediate requests are just a few examples.

Within an organization that uses walk-up order counters, like a hospital stock room or maintenance repair shop, the volume of these miscellaneous adjustments can be significant. Inventory managers need a quick and efficient way to review and transact item quantities without constantly switching between multiple screens.

The Manage Item Quantities page provides you with robust search capabilities and global visibility to items across the enterprise as well as details within a particular facility. It also provides you a number of actions that can be taken after selecting a row from your search results. The existing actions include:

• View Item Availability
• Request Movement Request Transfer
• Request Movement Request Issue
• Request Cycle Count
• Manage Material Status
• Edit Lot Grade
• Request Transfer Order
• View Supplier Lots
• View Item Cross References

In this update, you can create any type of miscellaneous transaction directly from the Manage Item Quantities page, instead of requiring you to navigate to the Create Miscellaneous Transaction page from the task panel. This action carries over attributes from the selected line on the Manage Item Quantities page, such as item details, subinventory, and locator, allowing for a more efficient and detailed creation of a miscellaneous inventory adjustment.

Manage Item Quantities

Create Miscellaneous Transaction

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 20B

Key Resources

• Watch Inventory Management Usability and Signature Capture Enhancements Readiness Training
• Oracle Supply Chain Management Cloud: Using Inventory Management 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 On-Hand Quantities (INV_MANAGE_ONHAND_QUANTITY)
  • Create Miscellaneous Transaction (INV_CREATE_INVENTORY_TRANSACTION_MISCELLANEOUS_TRANSACTION)

• Duty Role Name and Code:
  • Warehouse Transaction Maintenance (ORA_INV_WAREHOUSE_TRANSACTION_MAINTENANCE_DUTY)
  • Inventory Transaction Management (ORA_INV_INVENTORY_TRANSACTION_MANAGEMENT_DUTY)

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

Add Lot and Serial Attribute Changes to E-Record and E-Signature

In highly regulated industries, increasingly stricter audit requirements mean that you need a way to actively review and manage critical attribute changes across your organization. Periodic inspections or unplanned events can often result in the necessity to adjust certain lot or serial attributes. For instance, a supplier issued recall of a specific lot means that you need to move that product to a quarantined status. Your auditing requirements dictate that you keep the proper documentation and approvals on hand to show that this product was segregated and not used for finished good production. The ability to store this type of documentation electronically significantly reduces your paperwork burden.

Oracle E-Record and E-Signature provides you a configurable framework for securely capturing, storing, retrieving, and printing electronic records and signatures for many of your documentation required audit flows.

Now, the E-Record and E-Signature option is available for lot and serial attribute changes, including changes to descriptive flexfields. This insures that your audit documentation requirements are met for scenarios like the example described here.

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

In order to use E-Record and E-Signature for Lot and Serial Number Attribute Changes, you must first enable the Capture Electronic Records and Electronic Signatures for SCM feature. The feature is displayed within the Manufacturing and Supply Chain Materials Management offering under the Facilities functional area. Once enabled, the Supply Chain Application Administrator has access to the Configure Electronic Signature Preferences setup task.

Next, you need to select the Configure Electronic Signature Preferences task. On the Configure E-Signature Preferences page, select the Signature Enabled check box for Inventory Lot Update and Inventory Serial Update transactions in the appropriate organization to use this feature. 

Key Resources

• Watch Inventory Management Usability and Signature Capture Enhancements Readiness Training
• Oracle Supply Chain Management Cloud: Using Inventory Management guide, available on the Oracle Help Center.

Role Information

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

• Privilege Name and Code:
  • Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV)

• Job Role Name and Code:
  • All roles provisioned with the Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV) privilege. Existing roles applicable to the supply chain management transactions that use e-signatures and e-records are provisioned by default.

• Privilege Name and Code:
  • View Electronic Records and Signatures (EDR_VIEW_RECORDS_ESIGNATURES_PRIV)

• Job Role Name and Code:
  • Compliance Business Analyst (ORA_EDR_COMPLIANCE_BUSINESS_ANALYST_JOB)

Search Subinventories with On-Hand Balances for Miscellaneous Transactions

Miscellaneous transactions are an efficient way for you to issue or return consumable items, or items that don’t require documentation support. For organizations using miscellaneous transactions as part of their stockroom procedures, you need an efficient way to determine which subinventory contains available on-hand quantity.

You can now automatically search and return only those subinventories where on-hand quantity is currently available when creating a miscellaneous transaction. This allows you to see which subinventories have on-hand balances, the available quantity, and other pertinent data about the subinventory. Now you have a way to quickly make an informed decision about where to issue or return the item.

Search On-Hand Quantity

Steps to Enable

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

Key Resources

• Watch Inventory Management Usability and Signature Capture Enhancements Readiness Training
• Oracle Supply Chain Management Cloud: Using Inventory Management guide, available on the Oracle Help Center.

Role Information

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

• Privilege Name and Code:
  • Create Miscellaneous Transaction (INV_CREATE_INVENTORY_TRANSACTION_MISCELLANEOUS_TRANSACTION)

• Duty Role Name and Code:
  • Warehouse Transaction Management Duty (ORA_INV_WAREHOUSE_TRANSACTION_MAINTENANCE_DUTY)

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

Add Created By and Creation Date Fields to OTBI Subject Areas

For regulated industries, high-value items, or internal procedural requirements, it's important that you are able to track who is initiating actions against your inventory and when those actions were created. One way to track this information is through self-service reports created through Oracle Transactional Business Intelligence reporting subject areas. The availability of real-time data allows you to monitor your materials management processes. Using the Reports and Analytics work area, you can seamlessly navigate from the Inventory Management landing page to the Business Intelligence (BI) Reports and Analytics work area to create a new analysis or to view an existing analysis.

ADD CREATED BY FIELD

To facilitate tracking who initiated actions against your inventory, the Created By field is now available in the following subject areas and levels:

• Receipts Real Time > All Receipts > All Receipts Header Details
• Receipts Real Time > All Receipts > All Receipts Line Details
• Interorganization Receipts Real Time > Interorganization Receipts > Interorganization Receipt Header Details
• Interorganization Receipts Real Time > Interorganization Receipts > Interorganization Receipt Line Details
• Purchase Receipts Real Time > Purchase Receipts > Purchase Receipts Header Details
• Purchase Receipts Real Time > Purchase Receipts > Purchase Receipts Line Details
• Unordered Receipts Real Time > Current Unordered Receipts > Unordered Receipt Header Details
• Unordered Receipts Real Time > Current Unordered Receipts > Unordered Receipt Line Details
• Shipping Real Time > Shipment > Shipment Details

ADD CREATION DATE FIELD

To facilitate tracking who initiated actions against your inventory, the Creation Date field is now available in the following subject areas and levels:

• Inventory Transactions Real Time > Inventory transaction Details
• Receipts Real Time > All Receipts > All Receipts Line Details
• Interorganization Receipts Real Time > Interorganization Receipts > Interorganization Receipt Line Details
• Purchase Receipts Real Time > Purchase Receipts > Purchase Receipts Line Details
• Unordered Receipts Real Time > Current Unordered Receipts > Unordered Receipt Line Details
• Shipping Real Time > Shipment > Shipment Details

The addition of the Created By and Creation Date fields to these Oracle Transactional Business Intelligence reporting subject areas allows you to create self-service reports to track actions against your inventory for auditing or internal procedural requirements.

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).

Tips And Considerations

You can add the new Created By and Creation Date fields to your existing reports, or create new reports that use these new fields. For details about creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports guide, available on the Oracle Help Center.

Key Resources

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

Use Source Organization Business Unit for Sales Orders Created from Transfer Orders

When your organization has high value or low supply items that require targeted monitoring throughout the internal transfer life cycle, the supply order defaulting and enrichment rules give you the ability to create an internal sales order in Oracle Order Management Cloud. If the organization that needs the item (requesting organization) and the organization providing the item (source organization) are in different business units, then the source organization needs to track the internal sales order through its life cycle. This way, the item is reserved, shipped, and tracked through receipt by the organization that actually owns the item at the time of request.

To accommodate proper tracking of internal sales orders created from transfer orders, the mapping of the sales order requisitioning business unit has been adjusted to reflect the transfer order's source organization business unit.

Manage Orders

After enabling this capability, the business unit on the sales order will be derived from the source organization on the transfer order.

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 20B

Tips And Considerations

When supply requests are sent to Oracle Supply Chain Orchestration Cloud, grouping rules determine how the individual lines are assigned to transfer orders. 

The grouping options are:

• Source Org and Destination Org, Scheduled Ship Date: creates one transfer order for each ship-from and ship-to organization and each ship date; within each transfer.

• Source Org and Destination Org, Scheduled Ship Date and Shipping Method: creates one transfer order for each ship-from and ship-to organization pair and shipping method and ship date.

• All on One: creates one transfer order for all recommended orders.

Some supply request sources default the grouping type and others allow you to select the grouping type. 

The current configurations are:

• Oracle Planning Central Cloud and Oracle Supply Planning Cloud
  • Allows the user to select any of the three grouping options at the plan Level
    • Edit Plan Options > Supply Tab > Select Advanced Options (default selection is All on One)
• REST Web Service
  • Allows the user to specify any of the three grouping options
• SOAP Web Service
  • Uses grouping option: All on One
• Min-Max Planning
  • Uses grouping option: All on One
• File-Based Data Import (FBDI)
  • Uses grouping option: All on One
• Internal Material Transfer from Purchase Requisition
  • Uses grouping option: All on One
• Internal Material Transfer from Manual Supply Request
  • Uses grouping option: All on One

If the supply request source uses the All on One grouping option, and multiple lines are submitted with source organizations that belong to different business units, the business unit used for the sales order will be random. So, in order to ensure the correct business unit is used when the sales order is created, refrain from releasing multiple lines with source organizations belonging to different business units simultaneously if the grouping rule is All on One.

Key Resources

• Watch Internal Material Transfer Usability Enhancements Readiness Training
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management 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)

• Duty Role Name and Code:
  • 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)

Default Stocking Unit of Measure for Material Transactions

The Default Stocking Unit of Measure for Material Transactions feature lets you store the same item in multiple stocking unit of measures (UOMs) within your organization. In certain industries, the same item can be stored in multiple stocking UOMs. For example, in the healthcare industry, the same item can be stored and packaged in different configurations. A hospital, for example, stores syringes in a central storeroom in stocking UOM Case of 100. However, in specific subinventories, the same item is stored in stocking UOM Case of 10. For these types of instances, you can now assign a default stocking unit of measure at the organization level, subinventory level, or both levels.

This feature improves transaction processing by allowing your organization to store and transact material in the correct UOM. This ensures that the correct stocking UOM is used when replenishing, storing, counting, reconciling, and issuing material. Additionally, your organization can comply with specific industry requirements such as those within the healthcare industry.

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

In order to use Default Stocking Unit of Measure for Material Transactions, you must first enable the Enable Units of Measure Usages feature. Once enabled, the Manage Units of Measure Usages task is accessible from the Inventory Management functional area. The feature is associated with the Manufacturing and Supply change Materials Management offering.

Here's how to enable the Enable Units of Measure Usages feature:

1. From the Navigator, click My Enterprise, and then click New Features.
2. On the New Features page, select the Manufacturing and Supply Chain Materials Management offering.
3. Select the Enable Units of Measure Usages feature, and then click Go to Opt In.
4. On the Edit Features page, click the Enable Units of Measure Usages check box.

Enable Units of Measure Usages

The Manage Units of Measure Usages setup task is available from the Inventory Management functional area. The task is only available once the Enable Units of Measure Usages feature has been enabled. Unit of measure usages are defined in the context of an inventory organization and item. Both inventory organization and item are mandatory when defining unit of measure usages. Once a unit of measure usage is defined, it is available for usage in Inventory Management transactional pages. For example, the stocking UOM Box of 5, defined for the item UOM-1000 is automatically defaulted when you create an inventory transaction such as a miscellaneous receipt. Once you enter the subinventory on the transaction line, the stocking UOM is automatically defaulted.

Here's how to navigate to the Manage Units of Measure Usages setup task:

In the Setup and Maintenance work area, select the Manage Units of Measure Usages task.

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Inventory Management (Click Show All Tasks)
• Task: Manage Units of Measure Usages

Manage Units of Measure Usages

The Manage Subinventories and Locators page has been modified to support the Default Stocking Unit of Measure for Material Transactions feature. A new field, Min-Max Quantity UOM, has been added to the Manage Item Subinventories page. The min-max quantity UOM is automatically defaulted based on the Manage Units of Measure Usages setup. The min-max quantity UOM is applicable to the Minimum Quantity, Maximum Quantity, Fixed Lot Multiple, Minimum Order Quantity, and Maximum Order Quantity fields.

A new field, Ordering UOM, has also been added to the Sourcing region of the page. When performing min-max planning or PAR replenishment, this field displays the ordering UOM associated with the replenishment source. For example, the ordering UOM Case of 20 represents the stocking UOM associated with the inventory organization Boston Manufacturing. When the inventory replenishment transfer order is created, the item quantity will be reflected in the ordering UOM of Case of 10.

Here's how to navigate to the Manage Subinventories and Locators setup task:

In the Setup and Maintenance work area, select the Manage Subinventories and Locators task.

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Inventory Management (Click Show All Tasks)
• Task: Manage Subinventories and Locators task

  

Manage Item Subinventories

Watch a Setup Demo

Tips And Considerations

Rules for configuring units of measure usages for an item:

• If the item is stored in the same UOM across all subinventories within the organization, you only need to define the usage at the inventory organization level.
• If the item is stored in the different UOMs based on subinventory, you need to define the usage at the subinventory level.
• You can define the unit of measure usage for an item at both the organization and subinventory levels.

Key Resources

• Watch Default Stocking Unit of Measure for Material Transactions Readiness Training
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management 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 Unit of Measure Usage (INV_MANAGE_UNIT_OF_MEASURE_USAGE)
  • Manage Unit of Measure Usage Data (INV_MANAGE_UNIT_OF_MEASURE_USAGE_DATA)

• Duty Role Name and Code:
  • Inventory Administration (ORA_INV_INVENTORY_ADMINISTRATION_DUTY)

• Job Role Name and Code:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)

Cost Management

Use Additional Subledger Accounting Sources

More sources are available for you to create account rules, mapping sets, and description rules.

TRANSFER ORDER SOURCES

• Descriptive flexfields on transfer order header and lines
• Deliver to location
• Transfer order destination location

These sources are available to relevant event classes such as Direct Interorganization Transfer, In-Transit Intraorganization Transfer, Intraorganization Transfer, Trade Cost Accounting, and so on.

MAINTENANCE ASSET RELATED SOURCES

The following sources are available for accounting of maintenance work orders:

• Asset item class
• Asset operating organization
• Asset name
• Asset tag
• Asset customer
• Asset location type
• Asset work center
• Asset maintenance organization

These sources are available for event classes such as WIP Material Transaction, WIP Resource Transaction, WIP Scrap, and WIP Variance.

RECEIPT ACCOUNTING RELATED SOURCES

The following sources are available for event classes such as Deliver, Receiving, Trade Receipt Accounting, Invoice Price Adjustment and so on:

• Costing category identifier
• Supplier type

OTHER SOURCES

• Item sales account

The descriptive flexfields attached to the following entities are now available as sources:

• Work orders
• Movement requests
• Receipt header
• Shipment header
• Subinventory

Steps to Enable

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

Tips And Considerations

Use the Manage Subledger Transaction Objects in Functional Setup Manager to determine if the sources that you are interested in are mapped to the event classes that you want to use them for.

Key Resources

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

Role Information

To use this feature, the following role is required:

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

Analyze Manufacturing and Inventory Cost Details

Use the enhanced subject areas in Oracle Transactional Business Intelligence for operational reporting and analysis. You can include the following information now:

1. Work order status as of date
2. Work order descriptive flexfield attributes
3. Purchase order buyer
4. Transaction ID

WORK ORDER STATUS AS OF DATE

You can use the Work Order Costs Real Time subject area to review the work order status on a specific date rather than the current status of the work order.

The following screen capture illustrates the subject area.

Work Order History Dimensions in Work Order Costs Real Time Subject Area

WORK ORDER DESCRIPTIVE FLEXFIELD ATTRIBUTES

Descriptive flexfield attributes defined and associated to work orders are available for you to create your analysis. This dimension is available in Cost Accounting Real Time and Work Order Costs Real Time subject areas.

The following screen capture illustrates the subject area.

Work Order Descriptive Flex Fields in Work Order Costs Subject Area

PURCHASE ORDER BUYER

You can use the buyer information entered on a purchase order in the Cost Accounting Real Time and Receipt Accounting Real Time subject areas.

The following screen capture illustrates the subject area.

Buyer Information in Receipt Accounting Subject Area

Transaction ID

You can use the Transaction Id information for reporting while using the Receipt Accounting Real Time subject areas.

Transaction Id Information in Receipt Accounting Real Time Subject Area

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

• Oracle Supply Chain Management Cloud: Creating and Administering Analytics and Reports for SCM, available on the Oracle Help Center.

Role Information

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

• Privilege Name and Code:
  • Review Receipt Accounting Distributions (CMR_REVIEW_COST_DISTRIBUTIONS)
  • Review Work Order Costs (CST_REVIEW_WORK_ORDER_COSTS)

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

Submit Cost Accounting Processes from Scheduled Processes

You can submit the Create Cost Accounting Distributions and Cost Rollup processes using the Scheduled Processes page. You can schedule these processes to be submitted periodically, per your business needs, or add these programs in a job set definition.

The following screenshots show the process names with their parameters.

You must configure the following to use these processes:

1. Run control using the Create Cost Accounting Distributions page for the Create Cost Accounting Distributions process
2. Cost scenario using the Manage Cost Scenarios page for the Roll up Costs process

Run Create Cost Accounting Distributions Process By Specifying the Run Control

Run Roll Up Costs Process By Specifying the Cost Scenario to Roll Up

Steps to Enable

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

Key Resources

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

Role Information

To use this feature, the following role is required:

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

Receipt Accounting

Use Receipt Accounting Period Close Validation Process

Use the Receipt Accounting Period End Validation process to collect period close exceptions. Run this process before reviewing the Receipt Accounting Period Close Exceptions subject area reports in Oracle Transactional Business Intelligence.

Receipt Accounting Period End subject area reporting is enhanced to handle a high volume of transactions with the addition of this scheduled process to populate the period end exceptions data offline. This enables the reports to use the prepared data from the process.

You can schedule the Run Receipt Accounting Period End Validation process or run it on demand. You execute the following steps to review period end exceptions.

1. Select Run Receipt Accounting Period End Validation

Submit Run Receipt Accounting Period End Validation Process from Scheduled Programs Page

Run Receipt Accounting Period End Validation Process Parameters

The following parameters are available.

• Bill to Business Unit: Select a bill to business unit to determine the scope.

• Accounting Period: Displays the open periods from the primary ledger associated to the Bill to Business Unit. Select a specific period if you want to see the report for the specific period or leave it blank to see the report for all open periods. 

• Run Option: Select All Business Units or One Business Unit. Selecting All Business Units runs the process for all business units you have access to.

• Include Period End Accrual Invoices: Select Yes to validate unimported invoices for the period end accrual. Select No to exclude the validation and limit the exceptions to accrue on receipt situations.

2. After the process runs successfully, run the Receipt Accounting Period End Validation Summary report in Oracle Transactional Business Intelligence.

Receipt Accounting Period End Validation Summary

3. Use the Receipt Accounting Period End Validation Error Transactions Report to view error transactions for selected business units.

Receipt Accounting Period End Validation Error Transactions

Steps to Enable

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

Key Resources

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

Role Information

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

• Privilege Name and Code:       
  • Privilege to access scheduled process 'Run Receipt Accounting Period End Validation' is Create Receipt Accounting Distributions (CMR_CREATE_RECEIPT_ACCOUNTING_DISTRIBUTIONS_PRIV)

  • Privilege to access the 'Receipt Accounting Period End Validation Error Transactions Report' in Oracle Transactional Business Intelligence is Review Receipt Accounting (CMR_REVIEW_RECEIPT_ACCOUNTING_DATA)

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

Supply Chain Financial Orchestration

Mass Submit Financial Orchestration Events in Error

You can perform a mass submit of financial orchestration events in error using the Submit Financial Orchestration Events process. You can also schedule this process to run automatically. You can continue to use the Monitor Financial Orchestration Events page to resubmit error events individually.

When running the process, you select a business process type and, optionally, a date range, to reprocess the set of events. If you do not select any options, the process is executed for all events in error.

Submit Financial Orchestration Events process

Steps to Enable

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

Key Resources

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

Role Information

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

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

• Privilege Name and Code:
  • Manage Orchestration Exceptions (FOS_MANAGE_ORCHESTRATION_EXCEPTIONS_PRIV)

Manage Customer Accounts by Profit Center Business Units

Oracle Supply Chain Financial Orchestration Cloud uses Oracle General Ledger Cloud intercompany setup to map intercompany customers and suppliers by legal entity. You can define a unique intercompany customer account for each legal entity, or you can use a different customer account by profit center business unit with this feature.

Oracle General Ledger Cloud enables you to specify the intercompany organization as an optional attribute in the Manage Intercompany Customer Supplier Association page (Figure 1 below), allowing you to select different customer accounts for each intercompany organization under a legal entity.

Figure 1: Manage Intercompany Customer Supplier Association

Intercompany organizations defined in Oracle General Ledger Cloud could be modeled as profit center business units. With this model, you can select the intercompany customer account to use for a profit center business unit as shown in Figure 2.

Figure 2: Profit Center Party Relationship

Steps to Enable

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

Tips And Considerations

Consider modeling intercompany organizations as profit center business units, if required.

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)

Create Intercompany Receivable and Payable Invoices in Legal Entity Time Zone

Manage your financial period close with legal entity time zones. Oracle Supply Chain Financial Orchestration Cloud creates intercompany invoices in the legal entity time zones of the transacting entities.

Take, for example, a shipment transaction that happens on 1st January 2019 at 5.00 AM in India and your legal entity is in IST. The transaction was recorded in the database as 31st December, 11.30 PM (UTC - server time) in Supply Chain Financial Orchestration and was used to interface intercompany receivable and payable invoices.

If you use the legal entity time zone setup, the costing transactions are booked in the January period, while the intercompany invoices are booked in the December period. The following issues are introduced:

• Intercompany cost of goods sold is booked in January, but the intercompany revenue is booked in December, resulting in an accounting mismatch
• Regulatory issues as the invoices gets booked in the wrong period

With this feature, Oracle Supply Chain Financial Orchestration would perform a legal entity time zone conversion of the event date before interfacing to the Oracle Receivables and Oracle Payables.

Steps to Enable

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

Key Resources

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