Cloud Readiness / Oracle Inventory Management Cloud
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  1. Update 20A
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. Project-Driven Supply Chain
        1. Segregate and Manage Project-Specific Inventory
        2. Receive Project-Specific Supply
        3. Pick Project-Specific Inventory
        4. Ship Project-Specific Inventory
        5. Transfer Project-Specific Inventory
        6. Execute Project-Striped Supply Chain Without Project Financials
    2. Inventory Management
        1. Add Min-Max Quantity Unit of Measure Field to OTBI Subject Areas
        2. Edit Inventory Transaction Details Using the View Details Button
      1. Country of Origin in Supply Chain Management
        1. Report and Track Country of Origin for Inventory Transactions and On-Hand Balances
    3. Shipping
      1. Shipment Tolerances
        1. Support Overshipment and Undershipment Tolerances
    4. Receiving
        1. Use Date and Time Format with User Time Zone for Expected Receipts
    5. Cost Management
        1. Cost Account Description-Based Purchases Directly Delivered to Maintenance Work Orders
        2. Run Period End Validations for Multiple Cost Organizations
        3. Summarize Costing Transactions for Lot or Serial Controlled Items
        4. Upload High Volume of Standard Costs Using Spreadsheet
      1. Country of Origin in Supply Chain Management
        1. Report Country of Origin in Cost Management
    6. Supply Chain Financial Orchestration
        1. Use Categories from User-Defined Catalog as Qualifiers in Financial Orchestration
        2. Use Enhanced Attributes in Financial Orchestration REST Web Service

Update 20A

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
20 DEC 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

Column Definitions:

Features Delivered Enabled

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Features Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Project-Driven Supply Chain

Segregate and Manage Project-Specific Inventory

Receive Project-Specific Supply

Pick Project-Specific Inventory

Ship Project-Specific Inventory

Transfer Project-Specific Inventory

Execute Project-Striped Supply Chain Without Project Financials

Inventory Management

Add Min-Max Quantity Unit of Measure Field to OTBI Subject Areas

Edit Inventory Transaction Details Using the View Details Button

Country of Origin in Supply Chain Management

Report and Track Country of Origin for Inventory Transactions and On-Hand Balances

Shipping

Shipment Tolerances

Support Overshipment and Undershipment Tolerances

Receiving

Use Date and Time Format with User Time Zone for Expected Receipts

Cost Management

Cost Account Description-Based Purchases Directly Delivered to Maintenance Work Orders

Run Period End Validations for Multiple Cost Organizations

Summarize Costing Transactions for Lot or Serial Controlled Items

Upload High Volume of Standard Costs Using Spreadsheet

Country of Origin in Supply Chain Management

Report Country of Origin in Cost Management

Supply Chain Financial Orchestration

Use Categories from User-Defined Catalog as Qualifiers in Financial Orchestration

Use Enhanced Attributes in Financial Orchestration REST Web Service

Project-Driven Supply Chain

You need the ability to perform your supply chain activities in context of projects whenever you have to produce contract-specific goods and services of a specific quality on a specified schedule and budget. If you’re a manufacturing or a service company delivering goods and services on a project, you also want to invoice your customers based on terms of the contract, rather than the cost of goods and services.

Project-Driven Supply Chain is an end-to-end, integrated solution across supply chain and project management cloud applications. This solution supports business processes of both manufacturing and asset-intensive companies.

  • Manufacturers can enhance their market share and profitability by offering servitized sales of differentiated products.
  • Contract manufacturers can increase their margins by serving multiple contracts from the same plant without having to maintain project-specific organizations.
  • Asset-intensive companies can use this solution to control project risks when building assets and also comply with regulatory requirements.

You can use the Project-Driven Supply Chain solution to manage your supply chain operations without having to create separate organizations for each project and capture supply chain costs as project expenditures.

In this update, the Project-Driven Supply Chain solution is comprised of 11 features. The first nine features are part of the Oracle Supply Chain Management Cloud applications, and the last two features are part of the Oracle Project Management Cloud applications:

  • Segregate and Manage Project-Specific Inventory
  • Receive Project-Specific Supply
  • Pick Project-Specific Inventory
  • Ship Project-Specific Inventory
  • Transfer Project-Specific Inventory
  • Purchase Project-Specific Inventory
  • Execute Project-Specific Manufacturing
  • Perform Project-Specific Maintenance
  • Execute Project-Striped Supply Chain Without Project Financials
  • Capture Project-Driven Supply Chain Material and Manufacturing Costs (Oracle Project Management Cloud feature)
  • Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs (Oracle Project Management Cloud feature)

The ability to plan and execute supply chain operations by project enables your business to serve more than one project from the same set of plants and warehouses while maintaining project-specific material visibility and project-specific costing.  The Project-Driven Supply Chain solution also enables you to track your overall schedule and budget and comply with the terms of contracts.

The Project-Driven Supply Chain features in Oracle Inventory Management Cloud are described in this document.

Segregate and Manage Project-Specific Inventory

Either to comply with contracts or for operational alignment of projects, you want to manage project-specific material for multiple projects without having to create separate inventory organizations for each project. You often procure materials specifically for projects at project-specific price quotes. So, you’ll want to track the materials and their valuation by project.

With this feature, you can:

  • Segregate inventory by project and task in your warehouse
  • Segregate materials in a specific location by project and task within the warehouse
  • Automatically or manually reserve materials to a project or project task, or from common inventory, based on the values specified for the project attributes on the sales order, transfer order, or shipping request
  • Maintain valuation of inventory by project and task
  • Provide visibility into on-hand supplies
  • Maintain the integrity of material ownership within a project across warehouse operations
  • Enforce project-specific rules and policies of material management within a warehouse
  • Perform inventory operations such as cycle counting, physical inventory, material issues and receipts, and move, for project and task specific material

Using this feature, you can maintain and manage project-specific inventories without having to create separate inventory organizations. You can easily conform to project quotes and contracts by maintaining project-specific valuations.

Here are the key enhancements for this feature:

  • Query and review for on-hand inventory based on project and task.
  • Use the Create Miscellaneous Transaction task to issue or receive project material.
  • Use the Create Subinventory Transfer task to transfer project material.
  • Use the Create Interorganization Transfer task to transfer project material across inventory organizations.
  • Record cycle count sequences and approve the sequences for project material.
  • Record physical inventory tags and approve the adjustments for project material.
  • Move material across projects or tasks or between project and common inventory using the Create Project Transfer task.
  • Query and view completed transactions by project and task using the Review Completed Transactions task.
  • You can automatically reserve project demand from sales orders, transfer orders, return transfer orders, shipment requests, as well as create manual reservations from project or common inventory, or do a combination of both.
  • You can easily modify counting reports to display the project and task.
  • Use enhanced REST services, file based data import spreadsheets, and ADF desktop integration spreadsheets for project and task attributes. Please refer to Cloud Documentation to know more about these enhancements.
  • Import costed and accounted transactions from supply chain as project expenditures into Oracle Fusion Project Management. If the cost incurred against the project is a billable cost, you can bill your customer based on the completion percentage or milestones achieved on the project. If it is a cost that can be capitalized, you can proceed to run the capitalization flow.
  • You may choose to also allocate costs to other projects, project tasks, or accounts as appropriate. For additional details, refer to the Capture Project-Driven Supply Chain Material and Manufacturing Costs feature and the Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs feature in the Project Management Cloud, What's New document.

Watch Demos of:

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

Feature Name: Project-Driven Supply Chain

After you opt in, you must complete two steps in the Manufacturing and Supply Chain Materials Management offering:

  • Enable inventory tracking by project for your applicable organizations.
  • Set up your default expenditure types.

Here's how you enable individual organizations to track by project:

  1. In the Setup and Maintenance work area, go to the Mange Inventory Organizations task:
  • Offering: Manufacturing and Supply Chain Materials Management
  • Functional Area: Facilities (click Show All Tasks)
  • Task: Manage Inventory Organizations
  1. Search for your inventory organization, and then click Manage Organization Parameters.
  2. Select the Enable inventory tracking by project option, a new option with this update, and then click Save and Close.
  3. Repeat steps 2 and 3 for additional inventory organizations, as required.

Manage Inventory Organizations Parameters

Note. If you want to track project costs, your organizations must also be classified as project expenditure organizations in Oracle Project Management Cloud. Confer with your project administrator to verify. Refer to the Oracle Project Management Cloud What's New, update 20A.

Here's how you set up your default expenditure types:

  1. In the Setup and Maintenance work area, go to the Manage Inventory Organizations task:
  • Offering: Manufacturing and Supply Chain Materials Management
  • Functional Area: Facilities (clickShow All Tasks)
  • Task: Manage Default Expenditure Types
  1. On the Manage Default Expenditure Types page, select a default value for each of the fields.
  2. Click Save and Close.

Manage Default Expenditure Types

Note. Expenditure types are set up by project administrators in the Project Financial Management offering. Confer with your project administrators to know which expenditure types your organization uses and to determine if any new ones need to be set up. Refer to Oracle Project Management Cloud, What's New, update 20A.

Tips And Considerations

  • Using this feature, you can do transfer of inventory between projects, but within the same subinventory and locator.
  • Consigned inventory and related processes aren’t supported for project and task.
  • Inventory organizations enabled for tracking by project can have both project-specific inventory and common inventory.
  • Based on your setup, costed and accounted transactions from supply chain are imported as project expenditures into Project Management.

Key Resources

Role Information

Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:

  • 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)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT_JOB)

If you're maintaining your own configured job roles, the following new privilege and duty role were introduced to support the Segregate and Manage Project-Specific Inventory feature:

  • Privilege Name and Code:
    • Create Project Transfer (INV_CREATE_PROJECT_TRANSFER)
  • Duty Role Name and Code:
    • Inventory Transaction Management Duty (ORA_INV_INVENTORY_TRANSACTION_MANAGEMENT_DUTY)

Receive Project-Specific Supply

You need the ability to automatically – without manual intervention – receive project-specific supply into inventory as project material to prevent comingling.

With this feature, you can:

  • Receive project-specific purchase orders into project-specific inventory
  • Receive project-specific transfer orders into project-specific inventory
  • Carry forward the project identifiers from the execution document to on-hand inventory
  • Carry forward costs of material to on-hand inventory. For actual-costed and average-costed organizations, the actual cost of received material is carried forward into on-hand inventory

With this feature, you can improve operational efficiency and save labor costs by automatically receiving purchased or transferred material on projects and maintain their valuation by project.

Here are the key enhancements for this feature:

  • Receive project-striped purchase orders into project-specific inventory. You can review the project and task from the source document during receiving.

Receive lines for a project-based purchase order

Inspect lines for a project-based purchased order

Put away lines for a project-based purchase order

  • Receive project-striped transfer orders into project-specific inventory.
  • Receive project-striped in-transit shipments into project-specific inventory.
  • Receiving carries forward the project details from the execution document to on-hand inventory.

On-hand quantity is striped by project and task after put away

  • For standard costed organizations, the application determines the on-hand valuation based on the on-hand inventory and standard cost.
  • For actual-costed and average-costed organizations, the actual cost of received material carries forward into on-hand inventory.
  • You can send project costing attributes from purchase orders and transfers to cost accounting.

Cost Accounting distributions for a project-based purchase order

  • You can easily modify the Receipt Traveler Report to add the project and task from the source document.

Watch Demos of:

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

Feature: Project-Driven Supply Chain

After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

Tips And Considerations

  • Receipt of common material on purchase orders, transfer orders, or in-transit shipments from a supplier or another organization doesn’t populate project details during receiving.
  • The inventory is striped by inventory project and task upon receipt of the project striped purchase order. You can use Project Transfer to move project striped inventory across projects or to move project to common inventory.

Key Resources

Role Information

Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:

  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
  • Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)

If you're maintaining your own configured job roles: no new privileges were introduced to support the Receive Project-Specific Supply feature.

Pick Project-Specific Inventory

To prevent comingling of inventory across projects and tasks, you need the ability to enforce picking from project-specific or common inventory. You also need the ability to set hierarchical business rules, such as pick from a project-specific task, and then pick from common inventory.

With this feature, you can:

  • Set hierarchical business rules for project-specific picking  
  • Enforce rule-based picking for project-striped sales orders, movement requests, transfer orders, and manufacturing work orders

With this feature, you can improve picking efficiency and reduce cost by automating the generation of accurate picking slips.

Here are the key enhancements for this feature:

  • Create picks for project specific sales orders, transfer orders, work orders, and requisition movement requests.
  • Carry forward project details from sales orders, transfer orders, and work orders to the movement request, picks, and inventory transactions.
  • You can now issue project material using the Movement Request Issue transaction type.
  • You can use the Movement Request Transfer action to transfer project material from one subinventory to another.
  • Pick release honors the reservation created for the sales order during order booking.
  • You can pick from common inventory to fulfill demand if the item definition is setup for usage of common inventory.
    • The Allow Use of Common Supplies option on the item definition depends on the value in the Hard Pegging Level field. The Allow Use of Common Supplies option is null when you set the Hard Pegging Level field to None. This indicates that common inventory can be issued or reserved for a project demand for this item.
    • You can set the Allow Use of Common Supplies option to Yes or No when the Hard Pegging Level field has a value of Project and Task, Project, or Project Group. You can use common inventory for a project demand only when the Allow Use of Common Supplies option is set to Yes.

Setup to allow usage of item for common supplies

  • You can override a pick during pick confirmation.
  • You can search for picks based on the costing project and task.
  • During pick, if you issue common material to a movement request with reference to a costing project and task, then the transaction is sent to Cost Accounting and Project Management to capitalize or allocate project costs.
  • If you issue common material for a movement request with reference to a inventory project and task, the transaction isn’t sent to Cost Accounting or Project Management.
  • Use REST services for GET and POST of pick slips by costing project and task.
  • You can group pick slips by the project and task on the demand.
  • You can easily modify the Movement Request Pick Slip report for requisition movement requests and the Pick Slip report for sales orders and transfer orders to add project and task from the demand.

Watch Demos of:

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

Feature: Project-Driven Supply Chain

After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

Tips And Considerations

Define pick slip grouping rules by project and task number to group together pick slips for sales orders, transfer orders, or work orders associated to the same project and task number.

.

Pick slip grouping rule

Key Resources

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

Role Information

Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:

  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER_JOB)

If you're maintaining your own configured job roles: no new privileges were introduced to support the Pick Project-Specific Inventory feature.

Ship Project-Specific Inventory

For the integrity of project-specific supply chain, you want to ensure that inventories from a specific project are shipped against project-specific sales or transfer orders. Also, when business rules allow, inventory from common inventory is shipped and the costs of the goods sold are sent to the associated project.

With this feature, you can:

  • Ship project-specific or common inventory on sales orders
  • Ship project-specific or common inventory on transfer orders
  • Create smart reservation rules that reserve project-specific inventory first and then attempt to reserve the remaining quantity against a common pool of inventory
  • Send the cost of shipped goods to a project upon shipment based on your cost collection set up

With this feature, you can ensure accurate shipping of project-specific products without manual intervention.

Here are the key enhancements for this feature:

ORDER MANAGEMENT 

  • You can validate the project attributes on each order line to make sure you send the correct combination of attribute values to downstream applications, such as shipping and costing, regardless of whether you perform order capture in the Order Management work area or through order import.

Validation in Order Management work area

Validation in Order Management web service response

  • You can use the Order Information web service to retrieve project details on an order.
  • As part of order orchestration, for the given order line, project inventory is reserved ahead of common inventory. The order is reserved from common inventory or a mix of project and common inventory when adequate project on-hand is not available to meet the sales order demand.

Sales order demand is reserved to on-hand supply

SHIPPING 

  • Order Management passes the project record indicator, project, and task to your downstream shipping application when it creates the shipping request.

    Manage Shipment Lines page

  • Pick release honors the reservation and allocates the material based on the reservation.

Confirm Pick Slip page

  • During picking, you can override the suggested pick and pick any project or common inventory if needed. 
  • You can pick release by project and task, and you can even group the picks with the same project and task on a single pick slip.
  • You can easily modify shipping reports to display the costing and inventory project and task.
  • When integrating with third-party logistics, the project and task reference on the outbound shipment request reserves project inventory to fulfill the order.

COSTING 

  • You can cost and account for sales order issue transactions from common or project-specific inventory.
  • When project cost collection is enabled, clear the project account instead of deferring COGS for sales orders issues against a project.

Review Cost Accounting Distributions page

PROJECT MANAGEMENT 

  • You can import costed and accounted transactions from supply chain as project expenditures into Oracle Fusion Project Management. If the cost incurred against the project is a billable cost, you can bill your customer based on the completion percentage or milestones achieved on the project. If it is a capitalizable cost, you can proceed to run the capitalization flow.
  • You may also choose to allocate costs to other projects, project tasks, or accounts as appropriate.

Watch Demos of:

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

Feature: Project-Driven Supply Chain

After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

Tips And Considerations

Here are some things you can't do:

  • Send a transfer order that includes project details through Order Management.
  • Use project details with sales orders that you capture through a business-to-business flow (B2B) or electronic data interchange (EDI).
  • Use project details to bill against a coverage or subscription type-service item using contract-based billing.
  • Perform order promising according to project and task.
  • Add project details to a return order, even if the original sales order line contains project details.
  • Include project details in a drop-ship or back-to-back flow.

NOTE: If you’re billing your customer through Oracle Fusion Project Contract Billing, you must ensure that the integration between Order Management and Receivables is disabled for the project-related sales order lines.

NOTE: If you ship from project inventory in an internal drop-ship flow (where the shipping organization is different than the selling organization), costing sends a negative expenditure to the project that references the shipping organization and a positive expenditure to the project that references the selling organization.

Key Resources

  • Oracle Supply Chain Management Cloud, Implementing Order Management, Using Order Management, and Using Shipping, available on the Oracle Help Center.
  • For additional details, refer to the following features in the Oracle Project Management Cloud What's New, update 20A:
    • Capture Project-Driven Supply Chain Material and Manufacturing Costs
    • Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs

Role Information

Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:

  • Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
  • Order Manager (ORA_DOO_ORDER_MANAGER_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)
  • Shipping Agent (ORA_WSH_SHIPPING_AGENT)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST)

If you're maintaining your own configured job roles, the following new privileges were introduced to support the Order Management roles for the Ship Project-Specific Inventory feature:

  • View Project Details (FOM_VIEW_PROJECT_DETAILS)
  • Edit Project Details (FOM_EDIT_PROJECT_DETAILS)

Transfer Project-Specific Inventory

In a project-driven supply chain, you need the ability to transfer project-owned material from the point of storage to the point of use on demand and ensure that it remains segregated through the moves.  You also want to make sure that when material is transferred in or out of a project, its costs are properly accounted for on the project

With this feature, you can:

  • Create transfer orders through requisitions or REST services
  • Transfer material between project inventory locations either across inventory organizations or within the same inventory organization
  • Transfer material from common inventory to project inventory either across inventory organizations or across subinventories of the same inventory organization
  • Create project commitment when a transfer requisition or a transfer order is created
  • Send material costs to project when common inventory is transferred to a project inventory destination
  • Maintain project-specific valuation upon transfer

With this feature, you can reduce the capital tied up in stored inventory and expedite project schedule by maintaining central warehouses and transferring material to points of use when required on a task.

Here are the key enhancements for this feature:

  • You can specify project attributes on an inventory destination internal requisition.  As a project accountant or project manager, you can view project commitment for these internal requisitions once project data is summarized in Project Management.

Requisition Lines page

  • Receive and process interorganization transfer requests of inventory and expense destination with project costing attributes from Self Service Procurement (SSP) in Supply Chain Orchestration.
  • Receive and process interorganization and intraorganization transfer requests of inventory and expense destination with project costing attributes from the Supply Request REST service. Using the Supply Request REST service, you can either capture just the project number and task number, or capture the full set of project costing attributes. This enables you to get the default values for the project costing attributes and perform project cost transaction validations. If the validation fails, you can resubmit the supply request after manually taking corrective actions.
  • You can search supply requests and supply orders by a combination of project number and task number in the Supply Chain Orchestration work area. This lets you view all the project costing attributes.
  • Send the project details along with the transfer order create request to Inventory Management and view the project details on the transfer order line.

Edit Transfer Order page

  • You can view project commitments for these transfer orders once project data is summarized in Project Management.
  • Pick from project inventory, or pick from common inventory, if item setup allows it.
  • You can even group the picks with same project and task in a single pick slip.
  • Use Quick Ship to bypass pick release and pick confirm, and ship the material from either project inventory or common inventory, if allowed.

Manage Shipment Lines page

  • You can easily configure shipping reports to display the project and task
  • When you receive at the destination organization, the inventory is associated to the project and task indicated on the requisition or supply request
  • Cost and account inventory and expense destination transfer orders to a project.  You can import costed and accounted transactions from supply chain as project expenditures into Oracle Fusion Project Management.  If it is a capitalized cost, you can proceed to run the capitalization flow
  • You may choose to allocate costs to other projects, project tasks, or accounts as appropriate. For additional details, refer to the What’s New document for these features in Project Management Cloud:  Capture Project-Driven Supply Chain Material and Manufacturing Costs and Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs
  • You can create a return transfer order with the appropriate project and task attributes

Watch Demos of:

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

Feature: Project-Driven Supply Chain

After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

Tips And Considerations

Here are some things you can't do:

  • Send a transfer order that includes project details through Order Management.

Key Resources

Role Information

Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:

  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)
  • Shipping Agent (ORA_WSH_SHIPPING_AGENT)
  • Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)

If you're maintaining your own configured job roles: no new privileges were introduced to support the Transfer Project-Specific Inventory feature.

Execute Project-Striped Supply Chain Without Project Financials

When you perform supply chain operations across multiple contracts, you may need to segregate your supply chain inventory and activities by project simply to avoid commingling of materials and other costs. In these cases, you do not need to maintain budgets, commitments, costs, and revenue in a project entity. You manage your supply chain cost within supply chain and invoice from order management upon shipment.

With this feature, you can:

  • Segregate and value inventory by project and task.
  • Perform inventory and warehouse operations by project and task.
  • Procure material by project and task.
  • Manufacture by project and task.
  • Maintain assets by project and task.
  • Manage all supply chain costs in supply chain without sending them to projects.
  • Generate invoices from supply chain.

This feature will enable you to compartmentalize your supply chain operations to serve multiple projects from a common set of resources in an organization.

You can set up and project types for exclusion from cost collection. Using project types that are excluded from cost collection does the following:

  • Project expenditure is not interfaced to Oracle Project Management Cloud from Oracle Cost Management Cloud.
  • Commitment is not recorded in Oracle Project Management Cloud.
  • Accounting of cost of goods sold happens within Cost Management and is not issued to the project. (If the project type associated to the project is not excluded from cost collection, then a debit is recorded using a new accounting line type called Project Clearing, to facilitate charging the shipment cost as expenditure to the project.)

You can set project and task as additional valuation structure attributes to track costs and value inventory balances. Project information is visible while reviewing cost accounting distributions and in cost accounting subject areas within Oracle Transactional Business Intelligence. Project attributes can be used as an accounting source in subledger accounting based on your business need.

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

Feature: Project-Driven Supply Chain

After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

In addition, you may want to exclude specific project types from cost collection. To do so, perform these steps:

  1. In the Setup and Maintenance work area, go to the Manage Project Type Cost Exclusions task.
  • Offering: Manufacturing and Supply Chain Materials Management
  • Functional Area: Facilities
  • Task: Manage Project Type Cost Exclusions
  1. Select the project types you want to exclude from cost collection and move them to the Cost Excluded list.

Manage Project Type Cost Exclusions

3. Click Save and Close.

Tips And Considerations

  • If you enable project-based tracking, setup your valuation structure in cost management to include project and task to enable tracking inventory values by project and task.
  • Set up new cost profiles with a valuation structure that includes project and task. You cannot modify existing cost profiles with the new valuation structure. If your setup of a new cost profile includes a valuation structure that contains project and task, you can update the new cost profile on your item cost profiles only if the item cost profile is not already used in transactions.

Key Resources

  • For more information, refer to Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management, available on the Oracle Help Center:

Role Information

Users with the following predefined job role are automatically able to participate in the project-driven supply chain process:

  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

If you're maintaining your own configured job roles: no new privileges were introduced to support the Execute Project-Striped Supply Chain Without Financials feature.

Inventory Management

Add Min-Max Quantity Unit of Measure Field to OTBI Subject Areas

Oracle Transactional Business Intelligence lets you create ad hoc reports using real-time transactional data from Oracle Inventory Management Cloud in order to monitor your materials management processes. In this update, the Min-Max Quantity UOM field is now available in the Item Subinventory dimension of the Inventory Balances Real Time and Inventory Transactions Real Time subject areas. The Min-Max Quantity UOM field is applicable to the Minimum QuantityMaximum QuantityFixed Lot MultipleMinimum Order Quantity, and Maximum Order Quantity fields.

The addition of the Min-Max Quantity UOM field to the Inventory Balances Real Time and Inventory Transactions Real Time subject areas provides you with additional reporting capability and helps you quickly verify subinventory parameters.

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 Min-Max Quantity UOM field to your existing reports, or create new reports that use this new field. 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.

Edit Inventory Transaction Details Using the View Details Button

In order to improve usability and streamline transaction processing, the View Details button and action is now titled Edit Details. This naming change provides a more intuitive navigation path that allows users to easily edit transaction details for these six inventory transaction pages:

  • Create Miscellaneous Transaction page
  • Create Subinventory Transfer page
  • Create Interorganization Transfer page
  • Create Transfer to Owned Transaction page
  • Create Transfer to Consigned Transaction page
  • Create Project Transfer page

Create Miscellaneous Transaction: Edit Details

Steps to Enable

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

Key Resources

  • 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)
    • Create Subinventory Transfer (INV_CREATE_INVENTORY_TRANSACTION_SUBINVENTORY_TRANSFER)
    • Create Interorganization Transfer (INV_CREATE_INVENTORY_TRANSACTION_INTERORGANIZATION_TRANSFER)
    • Create Transfer to Owned Transaction (INV_CREATE_TRANSFER_TO_OWNED_TRANSACTION)
    • Create Transfer to Consigned Transaction (INV_CREATE_TRANSFER_TO_CONSIGNED_TRANSACTION)
    • Create Project Transfer (INV_CREATE_PROJECT_TRANSFER)
  • Duty Role Name and Code:
    • 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)

Country of Origin in Supply Chain Management

Establish and maintain the country of origin of items within your enterprise systems and throughout the supply chain lifecycle.

Report and Track Country of Origin for Inventory Transactions and On-Hand Balances

Today's globally connected supply chain means you import goods to use in manufacturing processes, manufacture goods that you then sell to customers, or export goods for use in downstream operations. In any of these scenarios, knowing the country of origin for goods you import or export is critical for both internal and external reporting requirements. Now you are able to specify an item's country of origin during the receiving and put away process, stripe and track on-hand balances by country of origin, and specify an item's country of origin during pick confirmation for reporting on your shipping documents.

This helps you to maintain reporting compliance on import and export documents, take advantage of country specific trade agreements or other trade programs, and identify risk in supply chain sourcing as tariffs change.

Here are the key enhancements for this feature:

  • Query and review for on-hand inventory based on country of origin.
  • Use the Create Miscellaneous Transaction task to issue or receive, country of origin-specific material.
  • Use the Create Subinventory Transfer task to transfer country of origin-specific material.
  • Use the Create Interorganization Transfer task to transfer country of origin-specific material across inventory organizations.
  • Record cycle count sequences and approve the sequences for country of origin-specific material.
  • Record physical inventory tags and approve the adjustments for country of origin-specific material.
  • Query and view completed transactions for country of origin-specific material, using the Review Completed Transactions task.
  • Receive and put away lines for a specific country of origin material. The country of origin on the purchase order defaults when receiving the lines.
  • Pick confirm material for a specific country of origin. You may also override the picking recommendation.
  • Ship and quick ship the shipment lines with or without the country of origin striped material.
  • Use country of origin as an additional valuation structure attribute to track costs and value inventory.
  • Easily modify counting, picking, and shipping reports to display the country of origin.
  • Use enhanced REST services, file based data import spreadsheets, and ADF desktop integration spreadsheets with the country of origin attribute. Please refer to Cloud Documentation to know more about these enhancements.

Watch a Demo of the Inventory Management Flow

Watch a Demo of the Cost Accounting Flow

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

Feature Name: Country of Origin in Supply Chain Management

After you enable the opt-in feature, you also need to modify individual inventory organizations and select the Enable Inventory Tracking by Country of Origin check box.

Here's how to navigate to the Manage Inventory Organization task:

  1. In the Setup and Maintenance work area, select the Mange Inventory Organizations task.
  • Offering: Manufacturing and Supply Chain Materials Management
  • Functional Area: Facilities
  • Task: Manage Inventory Organizations
  1. Search for your inventory organization and then click Manage Organization Parameters.
  2. Click the Enable Inventory Tracking by Country of Origin checkbox.

Manage Inventory Organization Parameters

  1. Repeat steps 2 and 3 for additional inventory organizations, as required.

Tips And Considerations

  • Sales orders don’t support the country of origin.
  • Reservations don’t support the country of origin.
  • Consigned inventory and related processes aren’t supported for country of origin.
  • Inventory organizations enabled for tracking by country of origin can also have on-hand inventory, which is not striped to any country of origin.

Key Resources

Role Information

To use this feature, the following roles are required:

  • 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)
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT_JOB)

Shipping

Shipment Tolerances

In certain circumstances, your organization may need to ship more than or less than the ordered quantity on an order line. You can now allow overshipping or undershipping using shipment tolerances. By defining shipment tolerances, you can specify the percentage over, or under, the ordered quantity that can ship for an item on an order line. For example, if an item with order quantity of 100 has an overshipment tolerance of 10% and an undershipment tolerance of 20%, you can now ship a maximum of 110, or a minimum of 80, and consider the order line fulfilled.

Support Overshipment and Undershipment Tolerances

When your business deals with products that can't be manufactured or packed in the exact quantity that your customer orders, you need the ability to pick and ship within a specified shipment tolerance. Oracle Inventory Management Cloud allows you to pick, ship, and consider your customer order fulfilled when the quantity shipped falls between your specified shipment tolerances.

The shipment tolerances you specify for a sales order are automatically passed to shipping. Then, based on your specifications, the shipment is considered fulfilled when you ship a quantity between the shipment tolerances. Specifically, you have the option to consider the order fulfilled as soon as the quantity shipped is above the undershipment tolerance, or when the quantity shipped falls between the ordered quantity and the overshipment tolerance.

With this feature, you can:

  • Create and manage shipment lines of sales order type with tolerances.

Manage Shipment Lines UI

  • Choose the shipping tolerance behavior for the warehouse.
  • Pick over the required quantity as needed.

Confirm Pick Slip UI

  • Ship under or over the requested quantity as desired.
  • Notify the source system to close the order line appropriately and enable it to invoice accurately.
  • Include tolerances on the outbound shipment request to external applications like WMS, and expect external applications to control when to close the shipment lines.

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

Feature Name: Manage Shipment Tolerances for Sales Orders

After you opt in to this feature, you must perform additional setup to prepare for use. For instructions, refer to the Steps to Enable section in the Manage Shipment Tolerances for Sales Orders feature, available in Oracle Order Management Cloud What's New, update 20A.

Tips And Considerations

  • Use shipping parameters to control the tolerance behavior in the warehouse. The shipment tolerance behavior determines the minimum quantity to ship to consider a line fulfilled.

Shipment Tolerance Behavior for New Shipping Parameter

  • Shipment tolerances aren't supported for the following flows - drop ship, return material authorization, transfer order, return transfer order, return to vendor, and outside processing.
  • You can't ship more than the ordered quantity when using pick release in a single step fashion if you enable the options for auto pick confirm and auto ship.
  • You can't ship material above the over tolerance.
  • In a WMS integration scenario, you can resend backordered quantities on an outbound shipment request.

Key Resources

  • Manage Shipment Tolerances for Sales Orders feature, available in Oracle Order Management Cloud What's New, update 20A.
  • Oracle SCM Cloud: Using Shipping and Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center.

Role Information

To use this feature, the following roles are required:

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

Receiving

Use Date and Time Format with User Time Zone for Expected Receipts

When you’re working with suppliers in different states or countries, time zones play an important role in determining the actual date your goods are expected to arrive. For example, when your supplier in China ships goods to your warehouse in California, the date your supplier enters on the advanced shipping notice is a day ahead of your warehouse.

To ensure accuracy for your expected receipts, the Inventory Management work area and supplier portal now use the date and time format for these fields:

  • Shipped Date and Expected Receipt Date on the Create ASN page
  • Shipped Date and Expected Receipt Date when uploading ASN using ADFDI
  • Shipped Date and Expected Receipt Date on the Manage Inbound Shipments page
  • Shipped Date on the Receipt Summary page

Additionally, the Shipped Date and Expected Receipt Date fields on the RCV_HEADERS_INTERFACE worksheet of the Receiving Receipt FBDI template, and the Shipped Date and Expected Receipt Date attributes of the Receiving Receipt Requests REST API, now use the date and time format.

These changes enable the application to display the correct dates and times based on your specified time zone preference when reviewing your expected receipts.

Create ASN Details

Steps to Enable

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

Key Resources

  • Oracle Supply Chain Management Cloud: Using Inventory Management guide, available on the Oracle Help Center.

Cost Management

Cost Account Description-Based Purchases Directly Delivered to Maintenance Work Orders

Include costs of description-based purchase order receipts in the cost of maintenance work orders. This includes both quantity-based and amount-based description item purchases for maintenance work orders.

A description-based receipt transaction used to get accounted as an expense in Receipt Accounting. Now, it gets created as a logical transaction in Cost Accounting, resulting in a cost against the maintenance work order.

Since description-based purchases do not involve a pre-defined item, the purchase order line description is used as the item description in the applicable user interfaces and Oracle Transactional Business Intelligence subject areas.

The following screenshots illustrate the feature.

Receipt Accounting Distributions for Description-Based Purchase Order Receipt to a Work Order

Cost Accounting Distributions for Description-Based Purchase Order Receipt to a Work Order

Steps to Enable

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

Tips And Considerations

The feature is available only for maintenance work orders where the purchase order does not involve intercompany.

Key Resources

For more information on this feature, refer to the following guide, available on the Oracle Help Center:

  • Using Supply Chain Cost Management

Role Information

To use this feature, the following role is required:

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

Run Period End Validations for Multiple Cost Organizations

Use the Process Period End Validations scheduled process to efficiently review period end validation issues for a group of cost organizations within a run control setup or for all cost organizations to which you have access.

You can run the period end validations process for the following combinations:

  • Run Control – Period end validations are run for all the cost organizations and cost books mapped to the Run Control created in Create Cost Accounting Distributions page.
  • All Cost Organizations – Validations are run for all primary cost books of all cost organizations to which you have access.
  • Specific cost organization and cost book combinations.

The following screen shot illustrates the feature.

Process Period Validations Process Details Page

You view the results of the validation on the View Cost Processes page or in the output file linked to the parent scheduled process.

The following screen shot illustrates the validation errors in the Review Cost Accounting Processes Page.

Review Cost Processes Page with Validation Errors

Steps to Enable

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

Tips And Considerations

  • Use the Date to Derive Accounting Period to choose the appropriate period to run the period end validations.
  • Run the period end validations and resolve potential issues throughout the period.

Key Resources

For more information on this feature, refer to the following guide, available on the Oracle Help Center:

  • Using Supply Chain Cost Management

Role Information

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

  • Privilege Name and Code:
    • Review Cost Accounting Period Status (CST_REVIEW_COST_ACCOUNTING_PERIOD_STATUS)
  • Job Role Name and Code:
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Summarize Costing Transactions for Lot or Serial Controlled Items

If you have inventory items tracked by lot or serial number, you can compress the lot or serial level data to the sub inventory or organization level. This may improve processing performance if your business does not need to track costs at the lot and serial level.

Summarizing cost transactions gives you following benefits:

  • Better usability of the Review Cost Accounting Distributions page since the cost transactions are summarized instead of transactions at lot or serial number level.
  • Improved performance of cost processing.

To enable transaction summaries, you have to enable the Summarize Cost Transactions for Lot Controlled Items and the Summarize Cost Transactions for Serial Controlled Items options in the cost profile. The following screenshot illustrates the cost profile setup.

Cost Profile Setup

Steps to Enable

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

Tips And Considerations

You can enable summarization even if you have processed transactions using the cost profile previously. You need to ensure that there are no cost transactions in error before enabling these options in the cost profile.

Key Resources

For more information on this feature, refer to the following guide, available on the Oracle Help Center:

  • Using Supply Chain Cost Management

Role Information

To use this feature, the following role is required:

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

Upload High Volume of Standard Costs Using Spreadsheet

Use the enhanced desktop integration spreadsheet upload process to load higher volumes of standard costs to a cost scenario. You can create and edit costs, review errors, and trigger the import process all from your spreadsheet, improving efficiency.

The newly added Import Standard Costs worksheet is specifically designed to support uploading more standard cost records.

New Import Standard Costs Worksheet for Supporting Higher Volumes

The design of the new worksheet is like the Create Standard Costs worksheet, which supports uploading standard cost records in smaller batches (up to twenty).

Using the new worksheet enables you to:

  • Create and update standard costs of multiple items efficiently.
  • Review errors during the import in the Review Import Errors tab.
  • Correct errors and re-upload in the Import Standard Costs tab.
  • Query new standard cost records in the Create Standard Costs tab.

Watch a Demo

Steps to Enable

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

Key Resources

Role Information

To use this feature, the following role is required:

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

Country of Origin in Supply Chain Management

Establish and maintain the country of origin of items within your enterprise systems and throughout the supply chain lifecycle.

Report Country of Origin in Cost Management

You can track country of origin as an attribute of inventory for any given item. This allows you to use the same item across one or more countries of origin.

You can report and track the country of origin of an item during receiving and put-away, within on-hand inventory, for inventory transactions and transfers, and during the pick, pack, and ship process. The country of origin can also be entered on the following manufacturing transactions: material issues and returns, operation completion and reversals, output completions and reversals, orderless completions and returns, and product issues for rework or transform work orders.

If you enable country of origin tracking in Oracle Inventory Management Cloud, set up your valuation structure in Oracle Cost Management Cloud to include country of origin to enable tracking inventory values by country of origin as shown below.

Valuation Structure

The country of origin information is visible in reviewing cost accounting distributions and in cost accounting subject areas within Oracle Transactional Business Intelligence. Country of origin can be used as an accounting source in subledger accounting based on your business need.

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

Feature Name: Country of Origin in Supply Chain Management

After you opt in, you must also enable individual inventory organizations to track by country of origin. For instructions, refer to the Steps to Enable section in the Report and Track Country of Origin for Inventory Transactions and On-Hand Balances feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

Tips And Considerations

  • Set up new cost profiles with a valuation structure that includes country of origin. You cannot modify existing cost profiles with the new valuation structure. If your setup of a new cost profile includes a valuation structure that contains country of origin, you can update the new cost profile on your item cost profiles only if the item cost profile is not already used in transactions.
  • 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

For more information on this feature, refer to the following guide, available on the Oracle Help Center:

  • Using Supply Chain Cost Management

Role Information

To use this feature, the following role is required:

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

Supply Chain Financial Orchestration

Use Categories from User-Defined Catalog as Qualifiers in Financial Orchestration

A customer’s master data management process does not always include using a functional catalog, such as the Financial Orchestration Category. A catalog may serve multiple purposes, and it would not be useful to create a separate functional catalog for financial orchestration. You can set up and use catalog categories as qualifiers in Supply Chain Financial Orchestration that are not tied to the Financial Orchestration functional area. This feature allows you to model your financial flows to be based on category values at any level of the category hierarchy.

You select the name of the user-defined catalog when setting up a qualifier in the Create Financial Orchestration Qualifiers Page as shown below. After you select the catalog, you can use the user-defined category attribute as parameter in your qualifier conditions. If you use a hierarchical catalog, you can use any value from the hierarchy in your rules.

Create Financial Orchestration Qualifier Using a User-Defined Catalog

Steps to Enable

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

Key Resources

  • For more information, see the 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 and privilege is required:

  • Job Role Name and Code:
    • Supply Chain Controller (FOS_SUPPLY_CHAIN_CONTROLLER_JOB) 
  • Privilege Name and Code: 
    • Manage Supply Chain Financial Orchestration Qualifiers (FOS_MANAGE_TRADE_QUALIFIERS_PRIV)

Use Enhanced Attributes in Financial Orchestration REST Web Service

You can use enhanced set of attributes that have been added to the Financial Orchestration Transfer Prices REST web service (FinancialOrchestrationTransferPrices). The following table summarizes the additional attributes and their availability for a given business process flow.

New Attribute Meaning Applicable Flows
Delivery ID Delivery ID of the shipment

Available on all flows except the following:

  • Dropshipment with ownership change event as Payables Invoice
  • Procurement flow
  • Internal material transfers without transfer order
Non shippable sales
Shipment Delivery name (shipment number) of the shipment As above
Shipment Line Identifier of the shipment line As above
Order Type Code Source line type code of the shipment line As above
Order Type Source line type meaning of the shipment line As above
Source Transaction ID Imported sales order information in Order Management

Available on all flows except the following:

  • Transfer order not using Distributed Order Orchestration
  • Transfer order return
  • Internal material transfers without transfer order
  • Procurement flow
  • Return to vendor
Source Transaction System Imported sales order information in Order Management As above
Source Transaction Number Imported sales order information in Order Management As above
Source Transaction Line ID Imported Sales order information in DOO As above
Source Transaction Line Number Imported Sales order information in DOO As above

You could use the transfer price returned by the REST web service to print your shipping documents or use the transfer price in applications, such as Oracle Global Trade Management Cloud to print import or export documentation.

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.

Tips And Considerations

As there could be a timing difference between the actual shipment transaction and when the transfer price is available, external applications that subscribe to this event should know when the transfer price is available within Supply Chain Financial Orchestration. Therefore, to effectively use this REST web service, you may need to use the transfer price business event (FinancialOrchestrationTransferPrices) that is raised for all trading partner nodes across all business process types supported in Supply Chain Financial orchestration. By configuring your integration services to listen to the transfer prices business event, you can then invoke the transfer price REST web service to obtain the transfer price for a given transaction.

Key Resources

  • For more information, see the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

To use this feature, the following privilege and role is equired:

  • Privilege Name and Code:
    • Get Financial Orchestration Transfer Price by Service (FOS_GET_TRANSFER_PRICE_PRIV)
  • Role Name and Code: 
    • Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB)