Cloud Readiness / Oracle Fusion Cloud Inventory Management
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  1. Update 21C
  1. Revision History
  2. Overview
  3. Pre-Update and Post-Update Tasks
  4. Optional Uptake of New Features (Opt In)
  5. Feature Summary
  6. Inventory Management
    1. Cross-Product Enhancements
        1. Access SCM Application Pages Using Quick Actions
    2. Inventory Management
        1. Link to an External Page from Manage Item Quantities by Dynamically Passing Attributes
        2. Raise a Business Event When Transfer Orders Are Created
        3. Use Improved Item Search Capabilities
        4. Purge Inventory Interface Transactions
        5. Include Inventory Organization Parameters in Your Business Intelligence Reporting
      1. Other Inventory Management Changes in This Update
    3. Shipping
        1. Generate and Print a QR Code on Shipping Documents for Organizations in Portugal
    4. Receiving
        1. Automatically Default Lot and Serial Numbers from ASN or ASBN During Put Away
      1. Other Receiving Changes in This Update
    5. Product Recall Management
        1. Manage Product Recalls with Enhanced Search and Navigation Options
    6. Cost Management
        1. Use a New Profile Option to Build Reports Data in the Background
        2. Use High-Volume In-Transit Inventory Value Reporting
        3. Use High-Volume Layer Inventory Value Reporting
        4. Use New OTBI Report for COGS and Gross Margin
        5. Track Progress of Create Cost Accounting Distributions Process
        6. Use New Performance Architecture for Create Cost Accounting Distributions Process
      1. Other Cost Management Changes in This Update
    7. Fiscal Document Capture
        1. Automatically Derive RMA References While Importing Fiscal Documents
        2. Process Fiscal Documents for Description-Based Purchase Orders in Fiscal Document Capture

Update 21C

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
22 FEB 2022 Cost Management Other Cost Management Changes in This Update Updated document. Revised bug 

33022590 information.

18 NOV 2021 Cross-Product Enhancements Access SCM Application Pages Using Quick Actions

Updated document. Revised feature information.

24 SEP 2021 Inventory Management Link to an External Page from Manage Item Quantities by Dynamically Passing Attributes Updated document. Revised steps to enable.
13 AUG 2021 Cost Management Use a New Profile Option to Build Reports Data in the Background Updated document. Revised feature description.
09 AUG 2021 Receiving Other Receiving Changes in This Update Updated document. Added an entry.
30 JUL 2021 Cost Management Other Cost Management Changes in This Update Updated document. Added section.
30 JUL 2021 Cross-Product Enhancements Access SCM Application Pages Using Quick Actions Updated document. Revised feature information.
29 JUN 2021 Cost Management Use New Performance Architecture for Create Cost Accounting Distributions Process Updated document. Delivered feature in update 21C.
25 JUN 2021 Inventory Management Use Improved Item Search Capabilities Updated document. Revised feature information.
18 JUN 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

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*

Inventory Management

Cross-Product Enhancements

Access SCM Application Pages Using Quick Actions

Inventory Management

Link to an External Page from Manage Item Quantities by Dynamically Passing Attributes

Raise a Business Event When Transfer Orders Are Created

Use Improved Item Search Capabilities

Purge Inventory Interface Transactions

Include Inventory Organization Parameters in Your Business Intelligence Reporting

Other Inventory Management Changes in This Update

Shipping

Generate and Print a QR Code on Shipping Documents for Organizations in Portugal

Receiving

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

Other Receiving Changes in This Update

Product Recall Management

Manage Product Recalls with Enhanced Search and Navigation Options

Cost Management

Use a New Profile Option to Build Reports Data in the Background

Use High-Volume In-Transit Inventory Value Reporting

Use High-Volume Layer Inventory Value Reporting

Use New OTBI Report for COGS and Gross Margin

Track Progress of Create Cost Accounting Distributions Process

Use New Performance Architecture for Create Cost Accounting Distributions Process

Other Cost Management Changes in This Update

Fiscal Document Capture

Automatically Derive RMA References While Importing Fiscal Documents

Process Fiscal Documents for Description-Based Purchase Orders in Fiscal Document Capture

Inventory Management

Cross-Product Enhancements

Access SCM Application Pages Using Quick Actions

In this update, Oracle Supply Chain Management Cloud delivers new quick actions that provide easy navigation from the home page directly to specific application pages without using the menu structure. With a single click, you can initiate tasks from the home page.

Each tab group on the home page displays an initial set of quick actions that are based on your function security privileges. The actions available to you are controlled by the job roles you're assigned. Click Show More to see all of the quick actions that are available to you in that tab group:

Quick Actions on the Home Page for the Supply Chain Execution Tab Group

Quick actions are automatically available if your environment has a theme that includes the news feed layout on the home page. See the Tips and Considerations section for additional details.

Steps to Enable

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

Tips And Considerations

  • To see quick actions, your environment must have a theme that includes the news feed layout on the home page, such as the Redwood theme, which was the default theme as of update 20C. If your administrator created and applied a configured theme to your environment, however, the Redwood theme won’t override your configured theme. Administrators can use the Themes page of the Appearance work area to manage environment themes.
  • Users who are assigned the predefined Application Implementation Consultant job role, or a similar configured job role, can perform selected configurations of the Quick Action links. For details and instructions, see Configure Quick Actions on the Oracle Help Center.

Inventory Management

Link to an External Page from Manage Item Quantities by Dynamically Passing Attributes

You can use Page Composer to configure page content, layouts, and more. Now you can also use Page Composer to create a link to another page from the Manage Item Quantities page. Using the item, lot, and serial number details returned from your search on the Manage Item Quantities page, you can insert a link that takes you directly to another page within Oracle Inventory Management Cloud or a page within an external execution system. If you want to link to an external execution system, the attributes you use for navigation must already support deep links.

The lot link is displayed above the lot node. You can click on the link to navigate to the Manage Lots page or a page within an external execution system.

Manage Item Quantities page

Lot Number Link

For example, the Manage Lots page is invoked when you click Lot LAM : Details from the Manage Item Quantities page. This link is particularly useful when you want to view additional details for the lot or edit lot-related information.

Manage Lots page

Manage Lots

This feature helps you quickly move from viewing item availability on the Manage Item Quantities page to taking specific actions on another page. For example, let's say there's a quality issue with a particular lot, and you want to ensure that goods from that lot aren't used. First, you can confirm that there's on-hand quantity for the lot on the Manage Item Quantities page. Then, using the new link you created on that page, you can immediately go to the Manage Lots page to change the lot's material status to ensure goods from that lot aren't used.

Watch the demo for more information.

Steps to Enable

To use this feature, you must configure a sandbox in Page Composer and create a link to the Item column.

Create a Sandbox

  1. Click Navigator > Configuration > Sandboxes.
  2. Click Create Sandbox on the Sandboxes page.
  3. Enter a name and description for your sandbox in the Create Sandbox dialog box.
  4. Select Page Composer from the All Tools list.
  5. Click Create and Enter.

Create Sandbox page

Create Sandbox

Create a Link to the Item Column

  1. Click Navigator > Supply Chain Execution > Inventory Management.
  2. Select Manage Item Quantities from the Tasks panel tab in the Inventory Management work area.
  3. Click Tools > Page Composer.

Link to External Page, Page Composer

Enter Page Composer

  1. Click the Structure tab.
  2. Select the Item column.
  3. Select column:Item and click Add. If you're having trouble seeing or selecting column:Item, you can try docking the component window elsewhere. You can dock the component window to the top, bottom, left, or right side of the screen.
  4. Select Components and click Open.

Add Hyperlink

Add Hyperlink

  1. Click Add for the Hyperlink content type and click Done.
  2. Select Hyperlink and click Edit to show the properties of the hyperlink.

Deep Link from Inventory Management

Edit Hyperlink

  1. Enter the component properties.
  2. Component Properties: Hyperlink

    Component Properties: Hyperlink

    This table describes the hyperlink component attribute values.

    Attribute Value Comments
    Destination

    https://<pod-name>/fscmUI/faces/deeplink?objType=INV_MANAGE_LOTS&action=NONE&objKey=LotNumber=#{bindings.LotNumber.inputValue};ItemNumber=#{bindings.ItemName.inputValue};OrganizationId=#{node.OrganizationId}

    Follow the deep link URL pattern shown in the Value column.

    You can manage lots with expressions for the lot number, item number, and organization ID.

    Disabled

    #{bindings.LotNumber.inputValue == null}

     
    Partial Triggers

    ::::q1 ::::ATT1:_ATTp:tt1

    Triggers the link with respect to the query and value in the table.

    Target Frame

    _blank

    Launches the hyperlink in a new browser tab.

    Text

    #{InvMaterialAvailabilityGenBundle['AltTxt.Lot1']} #{bindings.LotNumber.inputValue} : #{ResourcesGenBundle['Header.Details']}

     
    Visible

    #{node.NodeType == 'Lot'}

    Use the expression #{node.NodeType == 'Lot'} to display the link only for the lot node.

  3. Click OK.
  4. Click Close to close Page Composer and view the page.

Tips And Considerations

  • Make changes to the application in a sandbox rather than making changes directly in a live environment. You can test your changes in the sandbox and then publish them.

Key Resources

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)

Raise a Business Event When Transfer Orders Are Created

In Oracle Integration Cloud (OIC), you can now subscribe to the new Create Transfer Order public business event to trigger additional business processes or integrate with third-party applications. For example, you can send the transfer order information to a transportation management system to help you plan internal material transfers.

After the Create Transfer Order business event is raised, you can use the Inventory Transfer Order REST resource to obtain additional details related to the transfer order.

Create Transfer Order Business Event Workflow Diagram

Create Transfer Order Business Event Workflow

The Transfer Order Creation public business event lets you easily integrate and extend Oracle Inventory Management Cloud with external systems. This feature is particularly beneficial for users who want to trigger additional actions immediately after a transfer order is created.

Watch a Demo

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
  1. Click Create to add an event type.
  2. Select values for the Event Type, Event Name, and Organization.
  3. 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.

NOTE: If the Organization is blank, the value selected in the Publish column applies to all inventory organizations where a record is not specified.

  1. Click Save.

Manage Inventory Business Event Configurations page

Manage Inventory Business Event Configurations

Tips And Considerations

  • All transfer order source types are supported including Inventory Management, Purchase Requisition, Supply Chain Orchestration, Min-Max Planning, PAR Replenishment, Planning, and Order Management.
  • The Manage Inventory Business Event Configurations setup task determines whether or not to raise the Create Transfer Order business event.
  • If a transfer order contains lines with separate source inventory organizations, separate business events are raised for each source organization.
  • A business event is raised when creating a return transfer order.

Key Resources

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)

Use Improved Item Search Capabilities

In many industries, goods are more widely known by certain unique identifiers. These identifiers could include the product’s Global Trade Item Numbers (GTIN), a supplier’s item number, or even a manufacturer’s part number. In other industries, the item numbers defined in Oracle Product Hub Cloud are system generated and the item’s description contains the good’s identifying characteristics.

In this update, item search capabilities are improved across receiving, inventory, and shipping to display possible matches as you type. Specifically, as soon as you enter three or more characters, suggestions are displayed in a drop-down list. These suggestions show you potential matches to items, item attributes, and item relationships that are indexed from Oracle Product Hub Cloud.

This feature provides you with more robust item search capabilities to help you find the goods you’re transacting efficiently.

Watch a Demo

Steps to Enable

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

Offering: Manufacturing and Supply Chain Materials Management

Tips And Considerations

Use the Offerings work area to opt in to the feature named Search and Select Items More Efficiently. This feature is available in the Items functional area of the Manufacturing and Supply Chain Materials Management offering.

Key Resources

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)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER_JOB)
    • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB)

Purge Inventory Interface Transactions

When loading large volumes of inventory transactions during data migration or external integrations, a simple data entry mistake could be replicated in thousands of lines. Whether you catch this mistake before the lines are processed or after, you need a quick way to delete a large number of lines with incorrect data. Now, you can run the Purge Inventory Transactions Interface process to purge data from the INV_TRANSACTIONS_INTERFACE, INV_TRANSACTION_LOTS_INTERFACE, and INV_SERIAL_NUMBERS_INTERFACE tables. The content of these tables is displayed collectively on the Manage Pending Transactions page.

The Purge Inventory Transactions Interface process lets you quickly and easily delete a large volume of pending or errored transactions from the inventory interface tables.

Watch a Demo

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

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

Key Resources

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:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Purge Inventory Transactions Interface Process (INV_PURGE_INVENTORY_TRANSACTIONS_INTERFACE_PROCESS_PRIV)

Include Inventory Organization Parameters in Your Business Intelligence Reporting

Use a new view object for inventory organization parameters in your business intelligence reports and analytics.

This gives you visibility and access to the warehouse defaults and parameters when you create reports and analytics.

Steps to Enable

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

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.

Min-Max Planning Report Changes for Transfer Orders

The min-max planning report now considers the Transfer Orders Enabled and Internally Transferable attributes when creating transfer orders. Prior to 21C, transfer orders could incorrectly be created when the Transfer Orders Enabled attribute wasn’t considered. Similar item attribute checks were present from all other sources including purchase requisitions, Oracle Supply Chain Orchestration Cloud, and the Manage Item Quantities page. However, the check was missing when transfer orders were created through min-max planning. After upgrading to 21C, you can now only create transfer orders using the min-max planning report if the Transfer Orders Enabled and Internally Transferable attributes are enabled for the items in both the source and destination organizations.

Bug reference: 32566219

Search Performance on Review Completed Transactions page

To improve search performance on the Review Completed Transactions page, the Source Reference field changed from a LOV (list of values) to a text field when the Source Type field is set to Inventory. Now when you select Inventory for the Source Type field, you have three operators to choose from to search for your completed transactions. These values include Equals, Starts with, and Contains. This enhancement reduces performance issues on search queries.

Bug reference: 32620750

Movement Request Pick Slip Report Includes Requester

The Movement Request Pick Slip report now captures the requester when the requester is specified on the movement request. If the requester isn't specified, the report prints the login ID of the creator.

Bug reference: 32589174

Shipping

Generate and Print a QR Code on Shipping Documents for Organizations in Portugal

To comply with recent changes in tax authority regulations of Portugal, you can now generate and print a unique QR code on three types of shipping documents: packing slips, bill of ladings, and commercial invoices. The QR code is printed at the bottom of all pages of the shipping documents.

NOTE: This feature is for use by organizations based in Portugal only.

QR Code on Commercial Invoice

QR Code on Commercial Invoice

This feature allows you to maintain compliance with recent changes in Portugal's tax regulations. And it helps Portugal's tax authorities automate the capture of multiple sources of data by scanning a single QR code.

Steps to Enable

You enable this feature on the Manage Standard Lookups page.

Take these steps:

  1. In the Setup and Maintenance work area, open the Tasks panel tab and search for Manage Standard Lookups.
  2. On the Manage Standard Lookups page, search for the JE_ENABLE_FEATURE lookup type.
  3. In the JE_ENABLE_FEATURE: Lookup Codes section, click Actions > New.
  4. Create an entry for the PT_21B_OI_QR_CODE lookup code.
  5. Click Save and Close.

Manage Standard Lookups page

Enable QR Codes on the Manage Standards Lookups Page

Key Resources

  • Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Management guide, available on the Oracle Help Center
  • Oracle Metalink Note
  • Oracle ERP Certification for Portugal (Doc ID 2576459.1)
  • EMEA Implementation Resources (Doc ID 2576459.1)

Role Information

  • Users who are assigned configured job roles that contain these duty roles are able to access this feature:
    • Portugal Shipment Processing (ORA_WSH_PORTUGAL_SHIPMENT_PROCESSING_DUTY)
    • Portugal Shipment Processing (ORA_WSH_PORTUGAL_SHIPMENT_PROCESSING_DUTY_OBI)

Receiving

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

In many industries, 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 lot or serial numbers they shipped. Previously, you could manually select the lot and serial numbers from an ASN or ASBN on the Record Lots and Serials page. Now, in a single transaction, you can automatically default all of the lot and serial numbers your supplier enters on an ASN or ASBN when you put away the entire shipped quantity. By selecting the Default Lots and Serial Numbers from the ASN check box, you're automatically accepting and defaulting all of the lot and serial numbers present on the ASN or ASBN. There's no need to navigate to the Record Lots and Serials page. The Default Lots and Serial Numbers from the ASN check box is available for you to select only when the receipt and put-away quantity is equal to the shipped quantity against the ASN line. This change is applicable during the put-away transaction for standard and inspection routing or during the receiving transaction for direct delivery routing.

Receive Lines Page

Receive Lines

The Default Lots and Serial Numbers from ASN check box is available to select for lot and serial-controlled items when there's an ASN or ASBN for the purchase order schedule and your receipt or put-away quantity is equal to the shipped quantity.

This feature significantly reduces your warehouse operator’s workload when performing put-away transactions for lot and serial-controlled items. It allows you to automatically accept all lot and serial numbers your supplier or warehouse user entered when creating the ASN or ASBN without further manual intervention or verification.

Watch a Demo

Steps to Enable

Manage Receiving Parameters Page

Receiving Parameters

Select the Allow defaulting of lots and serial numbers from ASN check box on the Manage Receiving Parameters page to enable this feature.

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.
  • When the receipt or put-away quantity is equal to the shipped quantity on the ASN line.

Key Resources

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

Other Receiving Changes in This Update

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

Generate Multiple Invoices for Single Purchase Order when Summary is the Pay Site

The invoices created by the Pay on Receipt program now honor the invoice summary level of the supplier site. Now, only one invoice is created for multiple receipts against a purchase order for the invoice summary-level setting of the supplier site.

Bug reference: 32477538

Limited Number of RMA Receipts Sent to Order Management

Prior to update 21C, the Send Receipt Confirmation scheduled process sent all the open RMA receipts to Oracle Order Management Cloud to close and bill order lines.

After the 21C update, this behavior is modified so the maximum number of transactions sent to Order Management from Oracle Receiving Cloud via the Send Receipt Confirmation scheduled process is now limited to 300.  This improves performance and eliminates timeout errors.

If you have a high volume of RMA receipts, you should set up the Send Receipt Confirmation scheduled process to run automatically at regularly scheduled intervals. The Send Receipt Confirmation scheduled process runs in the background and automatically picks up RMA receipts on the next scheduled run.

Bug reference: 33149122

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.

Manage Product Recalls with Enhanced Search and Navigation Options

There are several enhancements to search and navigation that makes it easier for you to manage your recall notices. In the Recall Notices work area, you can filter by status and creation date. These filters help you narrow down the list of recall notice so you can quickly find records, review them, and take further action, if required. You can also search through the filtered results to narrow down the list even more. 

The following screenshot shows the Recall Notices work area with the filters.

Recall Notices Work Area with Filters

In addition, you can now search Notice Progress page and Item Progress page to easily review the trace details and recall task progress in each location. You can search by any attribute of Notice Progress or Item Progress. For example, let’s say you want to monitor the progress of recall count task in a particular facility or location, You select the task and enter the inventory organization, location, or subinventory in the Search field to filter the results for that facility.

The following screenshots show the Notice Progress and Item Progress pages with search capability.

Notice Progress Page with Search Criteria

Item Progress Page with Search Criteria

When you are publishing a recall notice, you can review duplicates immediately after publishing. You no longer have to go to the Recall Notices work area to launch the review duplicates functionality. 

The following screenshot shows how to navigate to the Review Duplicates page when publishing. 

Review Duplicates While Publishing

The enhancements to the search and navigation help you manage your recall notices and their tasks more efficiently. 

Steps to Enable

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

Key Resources

Role Information

Users who are assigned any of these predefined roles are automatically able to access this feature:

Privilege Name and Code

Job Role Name and Code

Recall Management Console Inquiry

ENQ_MGMT_CONSOLE_INQUIRY

Product Recall Manager

ORA_ENQ_PRODUCT_RECALL_MANAGER

Manage Product Recall Notices ENQ_MANAGE_PRODUCT_RECALL_NOTICES 

Product Recall Manager

ORA_ENQ_PRODUCT_RECALL_MANAGER

View Product Recall Notices

ENQ_VIEW_PRODUCT_RECALL_NOTICES

Product Recall Manager

ORA_ENQ_PRODUCT_RECALL_MANAGER

Manage Recall Task Status

ENQ_MANAGE_RECALL_TASK_STATUS

Product Recall Manager

ORA_ENQ_PRODUCT_RECALL_MANAGER

Cost Management

Use a New Profile Option to Build Reports Data in the Background

When you roll up costs and create cost distributions, the following processes are automatically run as part of these tasks:

  • Restore Rolled-up Costs
  • Refresh Cost Accounting Report Data

For customers with a large number of transactions, running these processes may result in these tasks taking a long time.  You can now set profile options to run these processes on demand rather than automatically.

When you set these profile options to Yes on the Manage Costing Profile Options page, the processes run as part of the task.

If you set the profile options to No, you must run the processes manually.

  • Run the Restore Rolled-up Costs process via Manage Cost Scenarios page -> Search for a specific scenario -> Actions.
  • Run the Refresh Cost Accounting Report Data process via the Scheduled Processes page.

After you run the Restore Rolled-up Costs process, you can view the data on the View Rolled-up Costs page. The Refresh Cost Accounting Report Data process stages the latest data from when you create cost distributions and you can review this data in the application once the process is complete.

  • Run the Restore Rolled-up Costs process via Manage Cost Scenarios page -> Search for a specific scenario -> Actions.
  • Run the Refresh Cost Accounting Report Data process via the Scheduled Processes page.

After you run the Restore Rolled-up Costs process, you can view the data on the View Rolled-up Costs page. The Refresh Cost Accounting Report Data process stages the latest data from when you create cost distributions and you can review this data in the application once the process is complete.

Leveraging the new profile options, you can improve your business process when:

  • Your enterprise has huge volume of data and creating cost accounting distributions takes a long time.
  • You need to run the Create Cost Accounting Distributions process multiple times in a day per your business needs.

Steps to Enable

To configure the profile options, you must have the Cost Accountant (ORA_CST_COST_ACCOUNTANT) user role.

  1. In the Setup and Maintenance work area, go to the Manage Costing Profile Options task:
  • Offering: Manufacturing and Supply Chain Materials Management
  • Functional area: Cost Accounting
  • Task: Manage Costing Profile Options
  1. On the Manage Costing Profile Options page, search one of the new profile options:
  • Refresh Cost Accounting Report Data - ORA_CST_REFRESH_COST_ACCTG_REPORTS
  • Rebuild Rolled-up Costs - ORA_CST_REBUILD_ROLLEDUP_COSTS
  1. Select New from the Actions menu under profile values.
  2. Set the default value to one of the following:
  • YES to run the process as part of the task
  • NO to run the process on demand
  1. Click Save and Close.

Tips And Considerations

The Refresh Cost Accounting Report Data process makes the latest data available for the following pages and BI Publisher reports:

  • Review Inventory Valuation
  • Analyze Product Gross Margins
  • Inventory Valuation Report
  • Layer Inventory Valuation Report
  • In-transit Valuation Report

In addition, the following OTBI subject areas and seeded reports also retrieve the data staged by this process:

  • Item Costs Real Time Subject Area
  • Item Costs
  • Item Cost Details
  • Onhand and Margin
  • Item Cost Comparison
  • Costing On hand Balances
  • COGS and Gross Margin Real Time Subject Area
  • Gross Margin Report
  • New COGS and Gross Margin Details Real Time Subject Area
  • New Gross Margin Report
  • Intransit Inventory Valuation Real Time
  • Inventory Valuation Real Time

Finally, the Inventory Valuation infolet also uses the data processed by the Refresh Cost Accounting Reports Data process. This infolet is accessible to the users from the following work areas:

  • Cost Accounting
  • Inventory Management
  • Plan to Produce

The Rebuild Rolled-up Costs process stages the data for the View Rolled-up Costs page.

Key Resources

  • For more information on this, see the Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center.

Role Information

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

Use High-Volume In-Transit Inventory Value Reporting

Use the Period In-transit Inventory report to reconcile period end balances for in-transit inventory or to review inventory balances at anytime during the current period. Use the layout option of No Summarization as output for the report to download the raw data into a spreadsheet for analysis. This report relies on cost reports processor run control option that builds the inventory value snapshot information for faster performance of the report.

The following screenshot illustrates the report parameters.

Period In-transit Inventory Valuation Report Parameters

Set up a new run control for the cost reports processor using Create Cost Accounting Distributions page as illustrated below. Schedule the reports processor to build your snapshot information periodically before you generate the report.

Cost Reports Processor

Use this report for reconciling end of period in-transit inventory balances. The report uses the data generated by the cost reports processor for faster performance when you have a high volume of transactions.

Steps to Enable

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

Tips And Considerations

  • The cost reports processor builds the snapshot of in-transit inventory balances for faster performance of the report. It is recommended that you submit the reports processor with a separate run control.
  • Use the Cost Summarization report option to summarize the cost across cost elements or view cost element level information. 
  • 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.
  • Since the report provides a snapshot of prior period information or information for the latest run of the report, you cannot run this report for an as of date.
  • This report considers the quantities put away into inventory for relieving the value from in-transit account.
  • Intra-valuation unit transfers are not shown in this new report if the account intra-valuation unit option on the cost profile is disabled.

Key Resources

Role Information

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Run Inventory Valuation Report (CST_RUN_INVENTORY_VALUATION_REPORT_PRIV)

Use High-Volume Layer Inventory Value Reporting

Use the period layer inventory valuation report to review end of period and current inventory FIFO layer values. This report relies on cost reports processor run control option that builds the inventory value snapshot information for faster performance of the report. You can run this report from the Scheduled Processes page. The report considers all receipt layers with quantity remaining that make up the inventory balance. You can download the report to a spreadsheet for a flattened view of the data and leverage native spreadsheet capabilities

The following screenshot illustrates the report parameters.

Period Layer Inventory Valuation Report Report Parameters

Set up a new run control for the cost reports processor using Create Cost Accounting Distributions page as illustrated below. Schedule the reports processor to build your snapshot information periodically before you generate the report.

Cost Reports Processor Option

Steps to Enable

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

Tips And Considerations

  • Since the report provides a snapshot of prior period information or information for the latest run of the report, you cannot run this report for an as of date.
  • The cost reports processor builds the snapshot of in-transit inventory balances for faster performance of the report. It is recommended that you submit the reports processor with a separate 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.
  • You can run this report for a Cost Organization and Cost Book and optionally scope information in the report by inventory organization, sub inventory, item category, item and valuation unit.
  • Use the Cost Summarization report option to summarize the cost across cost elements or view cost element level information. 
  • Use the Include Negative quantity for viewing layers with positive and negative quantity or layers with negative quantity only.
  • Intra-valuation unit transfers will not be shown in this new report if the account intra valuation unit option on the cost profile is disabled.
  • You also have an option to run this report in CSV format for faster performance in very high volume situations.

Key Resources

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:
    • Run Layer Inventory Valuation Report (CST_RUN_LAYER_INVENTORY_VALUATION_REPORT_PRIV)

Use New OTBI Report for COGS and Gross Margin

Use the new Gross Margin report in OTBI to analyze your gross margin data. The gross margin gets recalculated when you run Cost Reports processor. This reports processor can be run as part of run control from the Create Cost Accounting Distributions page.

Cost Reports Processor in Run Control Setup

After running the Cost Reports processor, you can use this new report to analyze your gross margin information or edit this report to create your personalized reports, as per your reporting requirements. The reports processor uses optimized data model to build and store your costing transactions, keeping in mind the needs of high volume enterprises.

You can find the new report by navigating to the following folder in OTBI: Shared Folders/Supply Chain Management/Cost Management/Transactional Analysis Samples/Report Components/Gross Margin Report

Steps to Enable

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

Tips And Considerations

  • The cost reports processor builds the data required for faster performance in OTBI. It is recommended that you submit the reports processor with a separate 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.

Role Information

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

Track Progress of Create Cost Accounting Distributions Process

When you run the Create Cost Accounting Distributions process on the Scheduled Processes page, you can view the status of the process in the Details area.  The Create Cost Accounting Distributions process is made up of the following stages:

  • Preprocessor
  • Cost Processor
  • COGS Recognition
  • Distribution Processor
  • Cost Reports Processor

Each of these stages contain multiple steps. The status displays the stage and step progress, allowing you to have a better understanding of how long the process may take. When status for the Cost Processor displays, in addition to the step status, you see the commit loop and inner loop information. You set up the commit limit for the run control on the Create Cost Accounting Distributions page.  The commit limit and the number of transactions to be processed determines the number of commit limit loops required to complete the process. If you have a large number of transactions, multiple commit limit loops may be required. If you have transfers or work order flows, there may be multiple inner loops before moving to the next stage.

The amount of time the Create Cost Accounting Distributions process takes depends on the number of transactions to process.  For example, if you only run the process infrequently and have a large number of transactions, the process may take a good amount of time.  If you run the process more often or have less transactions, the process completes quicker. Reviewing the detailed status of the process gives you better visibility into how long the process may take.

The following screenshot illustrates the progress of the Create Cost Accounting Distributions process.

Preprocessor in Progress

Cost Processor in Progress

Distribution Processor in Progress

Steps to Enable

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

Tips And Considerations

  • Use the Create Cost Accounting Distributions Page to set up process parameters and commit limit.

  • The commit limit and the volume of transactions to be processed determines the number of commit limit loops required to complete cost processing. Multiple commit limit loops may be required to complete cost processing in case of high volume of transactions.
  • Processing may go through multiple inner loops before moving to the next stage if you have transfers or work order flows.

Key Resources

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:
    • Create Cost Accounting Distributions

Use New Performance Architecture for Create Cost Accounting Distributions Process

Leverage the updated architecture for the Create Cost Accounting Distributions process to improve performance for high volume data. You see improved processing times for the following situations:

  • A high volume of transactions to be costed
  • A small number of transactions to be costed quickly - for example, during period-end processing, when a smaller set of transactions should be processed prior to reconciliation.

There are no changes to how you run the Create Cost Accounting Distributions process or how transactions are costed and accounted. All the changes are within the internal workings of the process. There is no impact to the existing user interface.

The enhanced architecture provides improved processing times for the Create Cost Accounting Distributions Process.

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 ManagementNo Longer Optional From: Update 21D

Tips And Considerations

Use the Offerings work area to opt in to this feature. The feature is available in the Cost Accounting functional area.

Role Information

  • With the following predefined job role, you can submit the Create Cost Accounting Distributions Process:
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT)
  • Users who are assigned job roles that contains the following privilege can submit the Create Cost Accounting Distributions Process:
    • Create Cost Distributions (CST_CREATE_COST_DISTRIBUTIONS_PRIV)

Other Cost Management Changes in This Update

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

Transfer Inventory Transactions with Lot and Serial Attributes

Prior to the 21C update, when you transferred inventory transactions, the lot and serial attributes were transferred to Cost Management only when the item was:

  • Lot and serial controlled when the transaction was transferred
  • Lot and serial controlled and the transactions had the lot and serial attributes

After the 21C update, lot and serial attributes are always transferred if these attributes are available on the inventory transaction.

Bug reference: 32853897

Receipt Accounting for Purchase Order Receipts to Expense Destination with Direct Routing

Prior to the 21C update, expense or nonexpense destination purchases received with direct or standard delivery were prorated based on the purchase order distribution quantity ratio.

After the 21C update, expense destination purchase receipts with direct delivery aren't prorated. If you want to prorate, you must create a new profile option with the following profile option code: CST_PRORATION_DIRECT_DELIVERY and select Y in the Profile Value field for the Site profile level.

For details about managing profile options, see Create and Edit Profile Options on the Oracle Help Center.

Bug reference: 33022590

Fiscal Document Capture

Automatically Derive RMA References While Importing Fiscal Documents

You can import fiscal documents for sales order returns without providing the actual RMA order number as the source document number. The logic processes the sales order returns in the following manner:

  1. If the source document number matches an an existing RMA order number, use the RMA number for further processing (existing).
  2. If no records are found matching the RMA order, check the information against the original sales order.
    1. If a matching record found, access the return orders open against the original sales order and assign that RMA order to the fiscal document.
    2. If there are multiple open RMA orders found, use the quantity value with an exact match.
    3. If the quantities do not match, assign the RMA order which has same date as that of the fiscal document date.
    4. If there is no date match, assign the oldest open RMA order to the fiscal document.
  3. As source document information in the fiscal document is not mandatory, the enhanced logic would additionally perform the following tasks -
    1. Filter the RMA orders using the customer information on the fiscal document (issuer, receiver, ship from and ship to tax payer IDs).
    2. Once the orders are filtered as above, assign the RMA order line with an exact quantity match to the fiscal document quantity.
    3. If the quantities do not match, assign the RMA order which has same date as that of the fiscal document date.
    4. If there is no date match, assign the oldest open RMA order to the fiscal document.

This smart derivation of open RMA orders that match to a fiscal document minimize exceptions and manual intervention of selecting the RMA order number from the Manage Inbound Fiscal Documents Exceptions page.

Steps to Enable

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

Tips And Considerations

  • Provide the valid document reference on the inbound fiscal document XML for capturing fiscal document seamlessly.

Key Resources

Role Information

  • Privilege Name and Code:
    • Capture Fiscal Document (CMF_ENTER_FISCAL_DOCUMENT)
  • Job Role Name and Code:
    • Fiscal Document Specialist (ORA_CMF_FISCAL_DOCUMENT_SPECIALIST)

Process Fiscal Documents for Description-Based Purchase Orders in Fiscal Document Capture

Create description-based purchase orders and capture Brazilian fiscal documents against them using Fiscal Document Capture. Description-based purchase orders without an item are routed as expense destination. You can continue to use existing features such as creating complementary fiscal documents, support freight fiscal documents for description-based purchase orders as well. Additionally, the source document derivation logic while importing the fiscal document is enhanced to use the supplier item reference on the purchase order line for matching with the inbound fiscal document line.

  • This enhancement supports purchase orders created through a punch out process in Self-Service Procurement. Punch out requisitions are generally description-based.
  • Automatic derivation of the source document using data in the inbound fiscal document would minimize manual intervention for exception handling while importing fiscal documents.

Steps to Enable

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

Tips And Considerations

  • Ensure the punch out purchase orders are created with the supplier item information expected to be on the inbound fiscal document XML to leverage the source document derivation feature.

Key Resources

Role Information

  • Privilege Name and Code:
    • Capture Fiscal Document (CMF_ENTER_FISCAL_DOCUMENT)
  • Job Role Name and Code:
    • Fiscal Document Specialist (ORA_CMF_FISCAL_DOCUMENT_SPECIALIST)