Update 21B

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	Product	Feature	Notes
19 MAR 2021			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. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

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.

Pre-Update and Post-Update Tasks

Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle SCM Cloud: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.

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 by stepping through the following instructions using the following privileges:

• Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
• Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

1. Click Navigator > My Enterprise > New Features.
2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

1. Click Navigator > My Enterprise > Offerings.
2. On the Offerings page, select your offering, and then click Opt In Features.
3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

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

Project-Driven Supply Chain

Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Project Management Cloud applications.  This solution is designed to support various business processes of manufacturing and asset-intensive companies.

You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.

Create Supply in Back-to-Back Flows for Sales Orders That Include Project Details

Use this feature to make sure the project expenditures that you see in inventory are accurate. If you create a sales order that includes project details in Order Management, then Supply Chain Orchestration will include your project details on the purchase order, transfer order, or work order. You can then receive or finish the item in project-specific inventory in your back-to-back flows.

Here's how it works.

1. You create a sales order in Order Management cloud that includes project details.
2. Order Management sends a supply request that includes project details to Supply Chain Orchestration.
3. Supply Chain Orchestration gets a supply recommendation from Global Order Promising according to the sourcing rules that you set up for your back-to-back fulfillment for the item.
4. Supply Chain Orchestration uses the supply recommendation to create a supply order.
5. Supply Chain Orchestration sends a request to create supply for a purchase order, transfer order, work order, or on-hand reservation.
6. Order Management sends the sales order details to Inventory Management.
7. Inventory Management creates shipment lines to fulfill the item.
8. Your back-to-back fulfillment uses a buy, make, transfer, or on-hand flow to create supply.

There are some unique differences for each of these flows.

Buy

• Supply Chain Orchestration creates a purchase requisition that includes project details from the sales order.
• Oracle Procurement converts the requisition into a purchase order with project details.
• Inventory Management receives the item and adds it to inventory that's specific for the project.
• You can't update the project attributes on a back-to-back purchase order.

Make

• Supply Chain Orchestration creates a back-to-back work order that includes project details form the sales order.

• Manufacturing completes the production and adds the item to the inventory that's specific for the project.

• You can't update the project and task on the work order that's reserved for the sales order, but you can update other project attributes for a work order that isn't released.

Transfer

• Supply Chain Orchestration sends a back-to-back transfer order request that includes project details from the sales order to Inventory Management.

• Inventory Management creates a transfer order that includes the project details, then interfaces the transfer order details to the warehouse.

• The warehouse manager uses the project details that are on the transfer order to identify the project-specific inventory to fulfill the item, then picks and ships the item.

• You can't update project attributes on the transfer order.

On-hand

• You can use the on-hand flow when on-hand supply is available in the fulfillment warehouse that you use for the back-to-back item.

• Global Order Promising sends a recommendation to Supply Chain Orchestration to reserve on-hand supply if on-hand inventory is found in the fulfillment warehouse.

• Supply Chain Orchestration uses project details from the sales order to reserve on-hand supply for the back-to-back order.

Inventory Management reserves the on-hand supply.

Use this feature to make sure the project expenditures that you see in inventory are accurate. Your purchase order, transfer order, or work order can now include project details from the sales order. Inventory Management uses these details to fulfill the item from inventory that's specific for the project, so you can accurately apply the cost that you incur for carrying inventory to each project.

If you don't use this feature, then Inventory Management uses common inventory to fulfill the item, and costs get averaged for all items that are in common inventory regardless of whether they are part of a project. This situation can result in project expenditures that aren't accurate because costs aren't specific to the project, and it might affect your project margins.

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 21D

Tips And Considerations

• Global Order Promising doesn't consider project details.

• Use the Supply Chain Availability promising mode when you set up your available-to-promise (ATP) rule for each item that you fulfill in a back-to-back flow.

• Consider excluding on-hand supply for your back-to-back item. This will help to avoid a reservation failure for your project-specific inventory.

Key Resources

• For more information on this feature, refer to the following guide, available on the Oracle Help Center:
  • Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management

• Watch Execute Project-Specific Back-to-Back Fulfillment Release Training

Role Information

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

• Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
• Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
• Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
• Order Manager (ORA_DOO_ORDER_MANAGER_JOB)
• Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)
• Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
• Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Inventory Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Manufacturing Engineer (ORA_WIS_MANUFACTURING_ENGINEER_JOB)
• Production Supervisor (ORA_WIE_PRODUCTION_SUPERVISOR_JOB)
• Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
• Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
• Buyer (ORA_PO_BUYER_JOB)Cost Accountant (ORA_CST_COST_ACCOUNTANT)
• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

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

Inventory Management

Relax Restrictions for Item Lot Attribute Changes for Additional Transactions

When configuring new items in the Product Information Management work area, your business requirements might dictate that you set up item attributes in a specific way. The decisions you make can significantly impact downstream transaction processing in areas like inventory, receiving, and shipping. Later, if your business requirements change, you might find that you need to adjust some of the item attributes accordingly.

Previously, to allow updates only if open purchase orders exist for an item, validation checks were relaxed for these attributes: lot control, grade control, child lot enabled, lot divisible, and shelf-life control. In this update, the validation checks on these attributes are relaxed for additional transactions to provide you with more flexibility when you need to change the lot control attributes.

Specifically, the lot control, grade control, child lot enabled, lot divisible, and shelf-life control attributes can now be updated in the following scenarios:

1. An advanced shipment notice (ASN) exists for an open purchase order and the ASN doesn't include any lot numbers.
2. A receipt exists for an open purchase order but the goods haven't been put away.
3. A shipment line exists for the goods.
4. An open RMA exists for the goods.

In all situations above, no on-hand quantity or pending transactions can exist for the goods. 

Additionally, you can update the lot divisible attribute if any pending transactions exist for the lot controlled goods as long as no on-hand quantity exists for the item.

Watch a Demo.

Relaxing restrictions for changes to item lot attributes improves product usability and provides you with greater flexibility when business requirements change or item attributes are misconfigured.

Steps to Enable

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

Key Resources

• Watch the Relax Restrictions for Lot Attribute Changes for Additional Transactions Demo
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Management guide, available on the Oracle Help Center.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Manage Item (EGP_MANAGE_ITEM_PRIV)

View Lot Transaction Group, Lot Transaction Source, and Source Code in the Inventory Transactions Real Time Subject Area in OTBI

Oracle Transactional Business Intelligence (OTBI) lets you create ad hoc reports using real-time transactional data from Oracle Inventory Management Cloud to monitor your materials management processes. In this release, the Lot Transaction Group, Lot Transaction Source (Source Lot Flag), and Source Code (Source) columns are now available in the Inventory Transactions Real Time subject area in the Inventory Transaction Details folder. The Lot Transaction Group and Lot Transaction Source (Source Lot Flag) columns provide you with additional information relating to lot split, merge, and translate transactions. Specifically, the Lot Transaction Group column is a user-defined name that helps you identify specific lot transactions, and the Lot Transaction Source (Source Lot Flag) column identifies which lot you designated as the source lot when performing lot transactions. The Source Code (Source) column is a user-defined name that helps you identify any transaction that comes from an outside source.

Inventory Lot Translate Analysis

Watch a Demo.

The new Lot Transaction Group, Lot Transaction Source (Source Lot Flag), and Source Code (Source) columns to the Inventory Transactions Real Time subject area provide you with additional capability to help you better identify and group transactions on your reports.

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 Lot Transaction Group, Lot Transaction Source (Source Lot Tag), and Source Code (Source) columns and related attributes to your existing reports, or create new reports that use these new columns. For details about creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

Key Resources

• Watch the View Lot Transaction Group, Lot Transaction Source, and Source Code in the Inventory Transactions Real Time Subject Area in OTBI Demo.

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

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

Communicate Pick Confirm Information to External Systems Through a Business Event

In Oracle Integration Cloud (OIC), you can now subscribe to the new Pick Confirm public business event to trigger additional business processes or integrate with third-party applications. For example, you can use information from a pick confirm to trigger an external print vendor to print shipping labels for you.

After the Pick Confirm business event is raised, you can use the Completed Transactions in Inventory REST resource to obtain additional details related to the completed inventory transaction.

Pick Confirm Business Event Diagram

Watch a Demo.

The Pick Confirm public business event allows you to easily integrate and extend Oracle Inventory Management Cloud with external systems. This feature is particularly beneficial for users wanting to print specific labels immediately after pick confirm so they can be affixed prior to shipment.

Steps to Enable

To use this feature, you must configure the business events on the Manage Inventory Business Event Configurations page:

1. In the Setup and Maintenance work area, go to the Manage Inventory Business Event Configurations task:

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Inventory Management
• Task: Manage Inventory Business Event Configurations

2. Click Create to add an event type.
3. Select values for the Event Type, Event Name, and Organization.
4. In the Publish column, select Yes to publish the business event for the specified inventory organization. Or select No if you don't want to publish it.
5. If the Organization is blank, the value selected in the Publish column will apply to all inventory organizations where a record is not specified.
6. Click Save.

Manage Inventory Business Event Configurations

Tips And Considerations

• All document types are supported, including sales order, transfer order, work order, and movement request.

• The Manage Inventory Business Event Configurations setup task determines whether or not to raise the Pick Confirm business event.

• The Pick Confirm business event won't be raised:
  • When the picked quantity is 0 (zero)
  • For a two-step quick-ship process flow

• The Pick Confirm business event will be raised for each pick slip line.

• If additional information is required, such as the ship-to location, use the TransactionSourceType and SourceReference attributes with the Completed Transactions in Inventory REST resource. You can use this information to obtain additional information from the source document, such as a sales order, transfer order, work order, and movement request.

Key Resources

• Watch the Communicate Pick Confirm Information to External Systems Through a Business Event Demo
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Management guide, available on the Oracle Help Center.

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

View the Source Document Number on the Review Item Supply and Demand Page

When capturing sales orders from an external source system and integrating them into Oracle Order Management Cloud, it's unlikely the two systems will use the same order numbering system. You can use either the external source order number or Order Management sales order number to find sales orders on various Oracle Inventory Management Cloud pages. Now, on the Review Item Supply and Demand page, you can view both the external source order number and Order Management sales order number. The Document Number column displays the external source order number, and the new Source Document Number column displays the Order Management sales order number. The new Source Document Number column displays the value for demand types of Sales order and Sales order reservation.

Review Item Supply and Demand - Source Document Number Column

Watch a Demo.

The new Source Document Number column lets you view both the external source order number and the Order Management sales order number when reviewing an item's specific supplies and demands. The ability to view both order numbers on the same page eliminates confusion and lets you easily reference your orders regardless of which order number you have handy.

Steps to Enable

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

Tips And Considerations

Click View > Show Columns to make the Source Document Number visible.

Key Resources

• Watch the View the Source Document Number on the Review Item Supply and Demand Page Demo
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Management guide, available on the Oracle Help Center.

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

Other Inventory Management Changes in This Update

This section includes details about additional changes in this update that can change the way Oracle Inventory Management Cloud works.

Serial Number Initialization Date

You can control how the initialization date for a serial number behaves. If the Use Original Receipt Date inventory organization parameter is enabled, the initialization date for serial numbers in that organization don't update as transactions occur against them. If this parameter is disabled, the initialization date updates to the transaction date as transactions occur against the serial numbers.

Bug reference: 31866799

Processing Threshold for Serial-Controlled Item Transactions

You can process up to 3000 individual serial numbers when deleting picks, changing allocated serial numbers during pick confirm, and removing lines in miscellaneous transactions, receiving transactions, or during shipment confirmation. This applies to processing in the application pages and through web services. The limit is based on benchmarking for optimal performance. Prior to update 21B, the limit was 500, and trying to process more resulted in orphaned serial numbers for the delta.

Bug reference: 31050555

Error Message for Pick Wave Creation Failed

An updated error message gives you additional information about a pick wave that was just processed. This information helps you easily assess the number of lines that were selected for processing and how they progressed. Prior to 21B, you couldn't determine whether any lines were selected for processing at all.

Bug reference: 31183423

Selection of Cycle Count Workday Schedule

You can select the cycle count's workday schedule using a list of values. Prior to 21B, you used a choice list that had a limit of 200 values. In the event that an implementation has more than 200 workday schedules, you can now search and select the appropriate cycle count workday schedule using a list of values.

Bug reference: 32201417

Changes to the INV_INVENTORY_SUBINVENTORY CSV Template

The InventoryAtpCode, AvailabilityType, and ReservableType columns no longer display in the INV_INVENTORY_SUBINVENTORY CSV template when performing the Export to CSV File action in the Setup and Maintenance work area. These three columns contain derived values based on the material status associated with the subinventory. Prior to update 21B, users could inadvertently change the values while importing the data. Changing the values for these three attributes resulted in adverse impacts when processing inventory transactions.

Bug reference: 32306125

Product Recall Management

You must opt in to the Product Recall Management functional area to enable to features in this section. You can find this functional area in the Manufacturing and Supply Chain Materials Management offering.

Locate Recalled Parts Transferred Across Business Units

You can now locate any recalled parts that are transferred across business units during the recall period. For example, let's say an item was initially received in an inventory organization in BU1. You perform an internal material transfer to move the item to an inventory organization in BU2, where the item was received. When you locate recalled parts for the recall notice entered in BU2, the item is found in the business unit BU2 along with estimated recall quantity taking into account the internal material transfer from BU1, regardless of whether the identified location is quantity tracked or not.

Locating recalled parts transferred across business units improves the accuracy and efficiency of a recall.

Steps to Enable

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

Key Resources

• The Using Product Recall Management guide available on the Oracle Help Center.

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Product Recall Manager (ORA_ENQ_PRODUCT_RECALL_MANAGER)

Manage Product Recalls Using Enhanced User Interface

You can filter results in the Manage Recall Parameters and Manage Regulatory Authorities pages using the new Search option. You can search by any attribute of recall parameters or regulatory authorities. For example, let's say you want to change the traceability grouping recall parameter for a specific inventory organization. You would enter the inventory organization name in the Search field to filter out all other results.

The following screenshots show the Recall Parameters and Regulatory Authorities pages where you can search.

Recall Parameters Page Without Search Criteria

Recall Parameters Page with Search Criteria

Regulatory Authority Page Without Search Criteria

Regulatory Authorities Page with Search Criteria

In addition, the recall notice number, generated based on document sequence, is the primary identifier of the recall notice instead of a source document reference. The recall notice number is used as the primary identifier in the Manage Recall Notices, Review Notice, Review Duplicates, and Notice Progress pages.

The following screenshots show the recall notice number as the primary identifier of recall notices.

Recall Notices Page with Recall Notice Number as Identifier

Review Notice Page with Recall Notice Number as Identifier

The search option allows you to filter on a specific record easily, saving you time when you are managing recall parameters and regulatory authorities.

Steps to Enable

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

Key Resources

• The Using Product Recall Management guide available on the Oracle Help Center.

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)

Receiving

Default Lot and Serial Numbers from ASN or ASBN During Put Away

In many industries, your suppliers inform you that your goods have shipped by providing an advanced shipment notice (ASN) or advanced shipment billing notification (ASBN). If those goods are lot or serial controlled, your supplier can enter the specific lots or serial numbers they shipped. If so, you need the ability to quickly verify the lot and serial data provided by the supplier--without reentering the numbers--before putting the goods into inventory. Now, you can default the lot and serial numbers your supplier entered on the ASN or ASBN. These values are used in your put away transactions for standard or inspection routing or in the receiving transaction for direct delivery routing.

Record Serial Numbers

The Select ASN Lots and Select ASN Serial Numbers buttons are enabled for lot- and serial-controlled items when there's an ASN or ASBN for the purchase order schedule.

Watch a Demo.

This feature reduces the warehouse operator’s workload when performing receipt and put away transactions for lot- and serial-controlled items. The use of lot and serial numbers is ubiquitous across industries, and many organizations use ASNs or ASBNs to capture that information after the supplier has confirmed shipment. The warehouse operator can view and select the lot and serial numbers assigned when the ASN or ASBN is created during the receiving process. There’s no need to manually reenter the numbers, which significantly reduces the likelihood of errors and streamlines the receiving process. This feature is particularly effective for high-volume transactions. For example, a shipment with hundreds of serialized items without sequential range can now be received and put away in minutes. Furthermore, after the warehouse operator has confirmed the selection, they can delete, add, and override lot numbers, serial numbers, and quantities if errors are identified on the ASN or ASBN.

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 21D

Tips And Considerations

• This feature is available:
  • When an item is lot or serial controlled and there's an ASN or ASBN for the purchase order schedule.
  • For expected shipments that are routed for receipt via direct delivery or for put away transactions.

• This feature is not currently available for REST API.

• You can select which defaulted lot and serial numbers you want to change if there are errors on the ASN or ASBN. For the selected items, you can add, delete, or override lot numbers, serial numbers, and quantities. 

• The secondary quantity and UOM is displayed on the selected ASN lots page for lot-controlled items with two UOMs.

Key Resources

• Watch the Default Lot and Serial Numbers from ASN or ASBN during Put Away Demo
• Oracle Supply Chain Management Cloud: Using Inventory Management guide, available on the Oracle Help Center.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)
  • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Monitor Receiving Receipt Work Area (RCV_MONITOR_RECEIVING_RECEIPT_WORK_AREA_PRIV)

Migrate ASN Integration with Oracle WMS Cloud from SOAP to REST Services

To take advantage of new features in Oracle Inventory Management Cloud, you can now migrate your standard integrations with Oracle Warehouse Management System Cloud from SOAP to REST API for advanced shipment notifications (ASNs) and advance shipment billing notices (ASBNs). While SOAP integrations are not going away, new feature support is added only to REST API.

To facilitate this migration, Inventory Management will publish new events, Create Inbound ASN and Cancel Inbound ASN, instead of the existing events, ASN Creation Event and ASN Cancellation Event. You can configure Inventory Management to publish these new events from the Manage Inventory Business Event Configurations functional setup task. When the new events are published, they’re made available in Oracle Integration Cloud Service and Oracle SOA Cloud Service using the Oracle ERP Cloud Adapter.

You can use these new events and invoke the corresponding REST resources from the integration layer to retrieve the ASN information. If you don't create any business event configurations using the new REST resources, the system will publish the old events by default.

Manage Inventory Business Event Configurations

You can configure a business event using the Setup and Maintenance work area. The business event assigned determines whether the document is sent to a third-party system via SOAP or REST API. In addition to providing you with the flexibility to control the integration by event type, you can also optionally specify if it’s applicable to a particular inventory organization.

You can use this feature to enable REST integration for ASNs and ASBNs to take advantage of new features and improve performance and efficiency.

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

• If a business event is not configured, SOAP is used as the integration method by default.
• If no inventory organization is specified, the business event applies to all organizations.
• If you have access to perform a configuration task, you won't be restricted to inventory organizations by data security.

Key Resources

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

Role Information

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Inventory Manager (ORA_INV_INVENTORY_MANAGER_JOB)
  • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Manage Inventory Business Event Configurations (INV_MANAGE_INVENTORY_BUSINESS_EVENT_CONFIGURATIONS_PRIV)

Provide Packing Details to an External Execution System Using a REST Resource

When transfer orders or return transfer orders are shipped to an organization that’s externally controlled by a third-party logistics provider (3PL) or warehouse management system (WMS), you can now use the Receipt Advice Lines REST resource to communicate the shipment line and packing unit information. Use the Shipment Line, Packing Unit, and Outermost Packing Unit attributes to inform the external execution system which shipment line is packed in a particular packing unit.

Receipt Advice Lines REST Resource

The new Shipment Line, Packing Unit, and Outermost Packing Unit attributes of the Receipt Advice Lines REST resource allow you to communicate additional information to your externally controlled organizations easily. This information is especially useful when sending a transfer order or return transfer order shipment to an external execution system that uses license plate numbers (LPNs).

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

The GET action of the Receipt Advice Lines REST resource has been enhanced to display three new attributes in the output payload: ShippingShipmentLine, ShippingPackingUnit, ShippingOutermostPackingUnit.

Key Resources

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

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

View Manufacturer Name and Part Number from the Purchase Order in the Receiving Subject Areas in OTBI

Oracle Transactional Business Intelligence (OTBI) lets you create ad hoc reports using real-time transactional data from Oracle Inventory Management Cloud to monitor your materials management processes. In this release, the Manufacturer name and Manufacturer Part Number columns from the purchase order line are now available in the following Receiving subject areas:

• Receiving - In-Transit Advanced Shipment Notifications Real Time
• Receiving - In-Transit Interorganization Inventory Transfers Real Time
• Receiving - In-Transit Shipments Real Time
• Receiving - Interorganization Receipts Real Time
• Receiving - Purchase Receipts Real Time
• Receiving - Receipts Real Time
• Receiving - Transactions Real Time
• Receiving - Unordered Receipts Real Time

Receiving - Purchase Receipts Real Time

Watch a Demo.

The new Manufacturer name and Manufacturer Part Number columns in the Purchase Order Lines Details dimension of the Receiving subject areas provide you with additional reporting capability. Now, you can easily view manufacturer details provided to your suppliers on the purchase order.

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 Manufacturer name and Manufacturer Part Number columns to your existing reports, or create new reports that use these new columns. For details about creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

Key Resources

• Watch the View Manufacturer Name and Part Number from the Purchase Order in the Receiving Subject Areas in OTBI Demo
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Management guide, available on the Oracle Help Center.

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

View Lot and Serial Number Dimensions in the Receiving Subject Areas in OTBI

Oracle Transactional Business Intelligence (OTBI) lets you create ad hoc reports using real-time transactional data from Oracle Inventory Management Cloud to monitor your materials management processes. In this release, the Lot and Serial Number dimensions are now available in the following Receiving subject areas:

• Receiving - In-Transit Advanced Shipment Notifications Real Time
• Receiving - In-Transit Interorganization Inventory Transfers Real Time
• Receiving - In-Transit Shipments Real Time
• Receiving - Transactions Real Time

Receiving - Transactions Real Time

Add lot, serial number, and related attributes to your OTBI reports.

Watch a Demo.

The addition of the Lot and Serial Number dimensions in the Receiving subject areas provides you with additional reporting capability to view lot and serial details provided during receiving transactions.

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 Lot and Serial Number columns and related attributes to your existing reports, or create new reports that use these new columns. For details about creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

Key Resources

• Watch the View Lot and Serial Number Dimensions in the Receiving Subject Areas in OTBI Demo
• Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Management guide, available on the Oracle Help Center.

Role Information

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)

Intrastat Reporting

Update Intrastat Reporting for the United Kingdom's Exit from the European Union

As part of the United Kingdom's exit from the European Union (EU), Her Majesty's Revenue and Customs department (HMRC) issued refined guidance on Intrastat reporting requirements when trading goods with the United Kingdom. You can now specify when to exclude Great Britain for legal reporting units (LRUs) subject to Intrastat collections. Two new parameters, Exclude Dispatches From and Exclude Arrivals To, are available on the Manage Intrastat Parameters page. These parameters have no default value. You'll need to update these parameters when reporting requirements change so that you can exclude Intrastat reporting of transactions with Great Britain.

For EU LRUs, you should update the Exclude Dispatches From and Exclude Arrivals To parameters to Great Britain before collecting your January 2021 Intrastat transactions. Doing so excludes Intrastat reporting when EU countries trade goods with Great Britain.

EUROPEAN UNION LRUs

Intrastat Parameters	Default Value	January 2021
Exclude Dispatches From	NA	Great Britain
Exclude Arrivals To	NA	Great Britain

For a United Kingdom LRU, you should update the Exclude Dispatches From parameter to Great Britain before collecting your January 2021 Intrastat transactions. Doing so excludes Intrastat reporting of goods originating from Great Britain and destined for an EU country. In the future, when you need to exclude arrival transactions into Great Britain for Intrastat reporting purposes, you can update the Exclude Arrivals To parameter to Great Britain.

UNITED KINGDOM LRUs

Intrastat Parameters	Default Value	January 2021	Future
Exclude Dispatches From	NA	Great Britain	Great Britain
Exclude Arrivals To	NA	NA	Great Britain

Dispatch and arrival transactions between any EU country and any Northern Ireland county are collected by the Intrastat report regardless of the value of the Exclude Dispatches From and Exclude Arrivals To parameters for a United Kingdom LRU.

Watch a Demo

NOTE: This feature was also made available in a monthly update of 21A and 20D.

This change ensures that you stay in compliance with the new Intrastat regulations published by HMRC for the United Kingdom's exit from the EU.

Steps to Enable

If you do business with any Northern Ireland counties in the United Kingdom, you need to ensure that a location is associated with any inventory organization, supplier site, customer site, or legal entity address based in a Northern Ireland county that has a postal code defined. Intrastat transactions are not collected if the postal code is blank and the destination or dispatch country is the United Kingdom.

1. In the Setup and Maintenance work area, go to the Manage Locations task:
   • Offering: Manufacturing and Supply Chain Materials Management Offering
   • Functional Area: Enterprise Profile
   • Task: Manage Locations
2. On the Manage Locations page, make sure a postal code is defined for legal addresses, supplier sites, and customer sites based in Northern Ireland counties. Intrastat transactions are not collected if the postal code is blank and the destination or dispatch country is the United Kingdom. If a postal code is not defined, select the entry you want to update and click Edit > Correct. Add the postal code. Then click Submit.

Ensure that the United Kingdom has been added to a tax zone.

1. In the Setup and Maintenance work area, go to the Manage Tax Zone Types task. In the Task panel tab, click Search, and search for Manage Tax Zone Types.
2. Click Manage Tax Zone Types to open the page.
3. Click Search on the Manage Zone Types page. (You don’t need to enter anything, just click Search.)
4. In the search results, select Economic Regions and click Next. The Manage Zones for Zone Type page is displayed.
5. Click Search on the Manage Zones for Zone Type page. (You don’t need to enter anything, just click Search.)
6. In the search results, click European Economic Community and a new page is displayed.
7. In the Associated Geographies section, locate the United Kingdom geography. If either the United Kingdom geography hasn't been defined or the end date has passed, you’ll need to create a new economic region and add the United Kingdom geography to it. Steps 9 and 10 explain how. If you don't need to create the United Kingdom geography, you can skip those steps. You can follow step 10 to create other geographies if you need them.
8. Click Done to go back to the Manage Zones for Zone Type page.

                       

Country Definition in Economic Zone

9. Create a new economic region:
   • In the Search Results section, click Actions > Create.
   • Enter a name for the zone in the Zone field.
   • Enter a code for the zone in the Code field.
   • Make sure the end date is in the future.
10. Associate a geography to the economic region:
    • In the Associated Geographies section, click Actions > Add.
    • Enter United Kingdom in the Country field.
    • Enter Country in the Geography Type field.
    • Enter United Kingdom in the Geography Name field.
    • Make sure the end date is in the future.
    • Repeat this step to add other geographies as needed.
    • Click Save and Close when you’ve finished adding geographies. 

Create Zone

If you created a new economic region for Intrastat that includes the United Kingdom, associate it with the Intrastat parameters.

1. In the Setup and Maintenance work area, go to the Manage Intrastat Parameters task:

NOTE: You might need to enable the Intrastat Reporting functional area first.

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Intrastat Reporting
• Task: Manage Intrastat Parameters

2. Select the legal entity and click Edit. The Edit Intrastat Parameters page is displayed.
3. In the Economic Zone field, select the new economic zone you created.
4. Associate the new economic zone with the Intrastat parameters for LRUs. The Exclude Dispatches From and Exclude Arrivals To parameters have no default value, so you’ll need to set them.
   • For an EU LRU, when you’re ready to run the Intrastat report for the month of January 2021, change the Exclude Dispatches From and Exclude Arrivals To parameters to Great Britain.
   • For United Kingdom LRUs, when you’re ready to run the Intrastat report for the month of January 2021, update the Exclude Dispatches From parameter to Great Britain. In the future, when you need to exclude arrival transactions into Great Britain for Intrastat reporting purposes, you can update the Exclude Arrivals To parameter to Great Britain.
5. Click Save and Close.

Manage Intrastat Parameters

Key Resources

• Watch Update Intrastat Reporting for the United Kingdon's Exit from the European Union Readiness Training
• Oracle Supply Chain Management Cloud: Using Implementing Manufacturing and Supply Chain Materials guide, Intrastat Reporting chapter, available on the Oracle Help Center.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them to predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to access this feature.
  • Tax Manager (ORA_ZX_TAX_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Collect Intrastat Transactions (JMF_COLLECT_INTRASTAT_TRANSACTIONS_PRIV)
  • Define Intrastat Parameters (JMF_DEFINE_INTRASTAT_PARAMETERS_PRIV)
  • Manage Intrastat Transactions (JMF_MANAGE_INTRASTAT_TRANSACTIONS_PRIV)
  • Manage Tax Zone Types (ZX_CREATE_TAX_ZONE_TYPE_PRIV)

Cost Management

Absorb Overheads by Transaction Type in Standard Costing

When you define an item standard cost to include overhead cost elements, overhead costs are absorbed and accounted for against all receipt transaction types. You can now set up overhead absorption by transaction group and transactions types. This allows you to account for overhead absorption for specific transactions, such as purchase order receipt, while not absorbing overheads for other transactions, such as miscellaneous receipts or subinventory transfers.

Example 1: Miscellaneous Receipt/Subinventory Transfer (Receipt)

Cost Element	Standard Cost
Material	$100
Freight Overhead	$20

Cost Distributions for Miscellaneous Receipt

Transaction Type Setup to Absorb Overhead (Default)				Transaction Type Not Setup to Absorb Overhead (New Setup)
Line Type	Cost Element	Debit	Credit	Line Type	Cost Element	Debit	Credit
Inventory	Material	100		Inventory	Material	100
Inventory	Freight Overhead	20		Inventory	Freight Overhead	20
Offset	Material		100	Offset	Material		100
Overhead Absorption	Freight Overhead		20	Offset	Freight Overhead		20

Example 2: Interorganization Transfer (Receipt)

Cost Element	Standard Cost (Destination)
Material	$110
Overhead	$30

Cost Element	Transfer Price (Source)
Material	$100
Overhead	$20

Cost Distributions for Interorganization Transfer Receipt

Transaction Type Setup to Absorb Overhead (Default)				Transaction Type Not Setup to Absorb Overhead (New Setup)
Line Type	Cost Element	Debit	Credit	Line Type	Cost Element	Debit	Credit
Inventory	Material	110		Inventory	Material	110
Inventory	Overhead	30		Inventory	Overhead	30
Transfer Price Variance	Material	10		Trade Intransit Valuation	Material		100
Trade Intransit Valuation	Material		100	Trade Intransit Valuation	Overhead		20
Trade Intransit Valuation	Overhead		20	TPV	Material		10
Overhead Absorption	Overhead		30	TPV	Overhead		10

The following screenshot illustrates specifying if a transaction type is setup to absorb overheads.

Standard Cost Overhead Absorption Rules Tab in Manage Accounting Overhead Rules Page

• Minimize overabsorption by specifying the types of transactions that don't require overhead absorption. For example, absorbing freight overhead may not be required for miscellaneous receipts or subinventory transfers if the overheads are already absorbed on a purchase order receipt.

• Eliminate effort in creating manual journal entries to correct the excess absorption. 

• Simplify your accounting setup in Subledger Accounting.

Steps to Enable

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

Tips And Considerations

• The Manage Accounting Overhead Rules page now has two tabs:
  • Accounting Overhead Rules (existing): Used to set up overhead accounting rules for actual and average cost method items. 
  • Standard Cost Overhead Absorption Rules (new): Used to set up overhead absorption by transaction type for standard cost method items.

• Where there are no rules defined on the Standard Cost Overhead Absorption Rules tab, overhead absorption distributions are always created.

• You can set up overhead absorption rules for a transaction group or transaction type. The overhead absorption rule defined at the lowest level (transaction type) takes precedence.

• You can change the value of the Absorb Overheads option any time; however, the changes only apply to future transactions.

• Return transactions for purchase orders and transfer orders derive the overhead absorption setting from the corresponding receipt transactions.

• Adjustment transactions use the same overhead absorption setting as the original transaction.

• RMA receipt transactions don't absorb overhead costs and isn't available for setup on the Standard Cost Overhead Absorption Rules tab.

• Absorbing overhead costs for work order product completion and work order product return transactions for standard cost method items are set up in the Manage Overhead Rates page.

Key Resources

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

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles:

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT) for Cost Accounting.

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT) for Cost Accounting.
  • Manage Accounting Overhead Rules for configuring overhead absorption by transaction type. 
  • Review Cost Accounting Distributions for reviewing cost distributions

Use a New OTBI Subject Area for COGS and Gross Margin

Use the new COGS and Gross Margin Details Real Time subject area in OTBI to analyze your gross margin data. This subject area retrieves the information when you select the Cost Processor option for a cost accounting run control. You can use the Create Cost Accounting Distributions task in the Cost Accounting work area to manage run controls. Save the run control to reuse this on an ongoing basis for costing your transactions.

Figure 1: Cost Reports Processor in Run Control Setup

After running the Cost Reports Processor with the run control, you use the new subject area to create your personalized reports and analyze your gross margin information. The reports processor uses optimized data model to build and store your costing transactions to support the needs of high volume enterprises.

The new subject area is based on an efficient data model that can handle large volumes of transactions. If your business generates a large number of transactions regularly, this subject area supports analyzing your COGS and Gross Margin information. 

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).

To create a run control:

1. From the Cost Accounting work area, select the Create Cost Accounting Distributions task.
2. Click Add.
3. Enter a unique run control name.
4. Select the processors that you want to run and enter the following attributes:

• Cost Organization
• Cost Book
• Cutoff Date Option
• Cutoff Date
• Click Save..

Tips And Considerations

• The cost reports processor builds the data required for faster performance in OTBI. We recommend that you submit the reports processor with a new run control.

• When you run the reports processor for the first time, it may take more time as the snapshot is built for each costing period since the first period.

Key Resources

• For more information, see the Using Supply Chain Cost Manage Guide on the Oracle Help Center. 

Role Information

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

Supply Chain Financial Orchestration

Document Sequencing Support for Intercompany Payables Invoices

Based on the regulatory and accounting requirements of certain countries, you may be required to comply with document sequencing requirements for financial transactions such as an invoice. In Oracle Payables, you may look to configure different document sequences based on document categories, for example, having a separate document sequence for intercompany invoices. You can now associate a Payables Invoice Document Sequence Category and Payables Credit Memo Document Sequence Category as part of the Buy Side Determinants in the Manage Supply Chain Financial Flow setup.

The screenshot shown below illustrates this feature.

Using the appropriate document sequence categories for Payables invoice and credit memos allows you to comply with legal requirements for document sequencing when creating intercompany payable invoices.

Steps to Enable

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

Tips And Considerations

No steps are required 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

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV)