Cloud Readiness / Oracle Fusion Cloud Inventory Management
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  1. Update 22A
  1. Revision History
  2. Overview
  3. Pre-Update and Post-Update Tasks
  4. Optional Uptake of New Features (Opt In)
  5. Feature Summary
  6. Collaboration Messaging Framework
    1. Collaboration Messaging Framework
        1. Receive Order Forecasts from Customers
  7. Inventory Management
    1. Inventory Management
        1. View Open Pick Details Using a REST Resource
        2. Substitute Items During Pick Release for Transfer Orders
        3. Default Transaction History DFF Context Value by Transaction Type or Transaction Action
        4. Raise a Business Event When Transfer Orders Are Updated or Canceled
        5. View Item Substitution Columns in the Inventory Transfer Order Subject Area in OTBI
        6. Search Subinventories When Creating a Physical Inventory
        7. View Ordered Quantity and UOM in the Inventory Supply Real Time Subject Area in OTBI
        8. Selected Inventory Management Bug Fixes in This Update
    2. Receiving
        1. Get Receiving Quantity Transactions Using a REST Resource
        2. View Ordered Quantity and UOM in the Receiving Subject Areas in OTBI
        3. Selected Receiving Bug Fixes in This Update
    3. Shipping
        1. View Item Substitution Columns in the Shipping Subject Area in OTBI
    4. SCM Common Components
        1. Create Transit Times for Customer Ship-To Addresses
    5. Cost Management
        1. Create Account Distributions for Multiple Cost Organizations Simultaneously Without Preprocessing Dependencies
        2. Manage Processing Errors Efficiently with Enhanced Error Handling
    6. Fiscal Document Capture
        1. Use Predefined Mapping Set to Determine Inbound CFOP Codes

Update 22A

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
23 JUN 2022 Inventory Management Selected Inventory Management Bug Fixes in This Update Updated document. Added  section.
23 JUN 2022 Receiving Selected Receiving Bug Fixes in This Update Updated document. Added section.
20 DEC 2021     Created initial document.

Overview

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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.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

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:

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
(Feature 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.

Customer Must Take Action before Use by End Users
(Feature 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*

Collaboration Messaging Framework

Collaboration Messaging Framework

Receive Order Forecasts from Customers

Inventory Management

Inventory Management

View Open Pick Details Using a REST Resource

Substitute Items During Pick Release for Transfer Orders

Default Transaction History DFF Context Value by Transaction Type or Transaction Action

Raise a Business Event When Transfer Orders Are Updated or Canceled

View Item Substitution Columns in the Inventory Transfer Order Subject Area in OTBI

Search Subinventories When Creating a Physical Inventory

View Ordered Quantity and UOM in the Inventory Supply Real Time Subject Area in OTBI

Selected Inventory Management Bug Fixes in This Update

Receiving

Get Receiving Quantity Transactions Using a REST Resource

View Ordered Quantity and UOM in the Receiving Subject Areas in OTBI

Selected Receiving Bug Fixes in This Update

Shipping

View Item Substitution Columns in the Shipping Subject Area in OTBI

SCM Common Components

Create Transit Times for Customer Ship-To Addresses

Cost Management

Create Account Distributions for Multiple Cost Organizations Simultaneously Without Preprocessing Dependencies

Manage Processing Errors Efficiently with Enhanced Error Handling

Fiscal Document Capture

Use Predefined Mapping Set to Determine Inbound CFOP Codes

Collaboration Messaging Framework

Collaboration Messaging Framework

Receive Order Forecasts from Customers

Use the new predefined message definition Oracle-1-0-B2B-Order-Forecast-In to receive an order forecast message from your customers and use it for your organization’s demand planning.

Enable the Customer Collaboration business process to allow the Order Forecast – Inbound document to be exchanged. Then associate it with a customer in the Manage Customer Collaboration Configuration task.

Set up this message definition as an inbound collaboration message for a trading partner and then associate the trading partner and Order Forecast- Inbound document with a customer using the Manage Customer Collaboration Configuration task.

After the message is received and transformed, a compressed file is placed in Oracle WebCenter Content and processed by the Collaboration Customer Demand Uploads resource.

Oracle-1-0-B2B-Order-Forecast-In Message Definition

Increase the accuracy of your organization's demand plan by allowing customers to share their order forecast data using a B2B XML message.

Steps to Enable

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

Key Resources

  • Configuring and Managing B2B Messaging for Oracle Applications Cloud 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 can access this feature:
    • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR)
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • Manage Customer Demand as Customer User (VCS_MANAGE_CUSTOMER_DEMAND_CUSTOMER_PRIV)

Inventory Management

Inventory Management

View Open Pick Details Using a REST Resource

You can use the Open Pick Lines list of values REST resource to query and view data for your goods awaiting picking. This new list of values REST resource returns key data for open picks such as such as organization, item, quantities, subinventory, locator, and inventory control details (lot number and serial number). This results in better performance than the existing Pick Slips REST resource.

The Open Pick Lines REST resource provides a more efficient way to query your open picking lines for display in a user interface page or a partner mobile application. 

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

Use the following finders for an optimum performance of the resource:

  1. findByOrganization
  2. findByOrganizationAndItem
  3. findByOrganizationAndSourceSubinventory
  4. findByPickSlip
  5. findByPickWave
  6. findByOrderNumber
  7. findByMovementRequest
  8. findByTransactionType

Key Resources

  • Oracle Supply Chain Management Cloud:  REST API for Oracle Supply Chain Management Cloud 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 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:
    • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • View Pick Slip Details by Web Service (INV_VIEW_PICK_SLIP_DETAILS_WEB_SERVICE_PRIV)

Substitute Items During Pick Release for Transfer Orders

Demand spikes, supplier backorders, and product recalls are just a few events that can cause significant impact to your available on-hand quantities. In these types of situations, you can quickly run out of enough goods to fulfill your internal demands. However, you might have alternate goods that can serve the same purpose as the requested goods. When this situation arises, you need the ability to substitute these alternate goods for the requested goods to keep your operations running. Now, you can substitute requested goods during pick release for transfer orders.

Substitute Items

This capability provides you with the ability to automatically pick release a substitute item in place of the original requested item on a transfer order line if the prerequisite setup and item relationships are defined.

The transfer order line is only for the original requested item, but after picking and shipping, any item substitutes are referenced. You can access the item substitutes from an information icon that appears next to the line.

Once you enable the feature for an organization, all transfer order and shipment lines created in that organization default to allow item substitution, represented by an attribute on the line. You can disable this on a line-by-line basis. Likewise, if the organization isn't enabled, you can enable it line by line. Both transfer order and shipment lines now also have an attribute against the original requested item to indicate a substitute has been used.

Manage Shipment Lines

The ability to pick substitute items for your transfer orders provides you greater flexibility to fulfill your internal orders and keeps your business running without unnecessary delays. All industries experience these issues at some point despite robust planning, and they are often mission critical. Take for example the healthcare space where the supply chain can impact lives. This is an opportunity to provide the users on the ground with options in real time.

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 ManagementNo Longer Optional From: Update 22C

When you opt in to use this feature, you must opt in to the feature named: Substitute Items During Pick Release for Transfer Orders.

Edit Features: Inventory Management

Setup Steps in Inventory Management

Once the feature is enabled, you must enable the specific organization.

  1. In the Setup and Maintenance work area, select the Manage Inventory Organizations task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Inventory Management
    • Task: Manage Inventory Organizations
  2. Search for the organization and enable the Warehouse accepts substitute items check box. This must be consistent with the destination inventory organization on the transfer order, and it will ensure the Allow item substitution check box is checked for any transfer order lines raised in that organization.

Manage Inventory Organizations

Setup Steps to Maintain Item Substitute Relationships at Organization Level

When you opt in to use this feature, you must opt in to the feature named: Manage Related Items at the Organization Level. For instructions, refer to the Optional Uptake of New Features section of this document. This feature is only required when you want to maintain item substitute relationships at the destination organization level. It isn't required if you want to maintain all your relationships at the item master level.

Edit Features: Items

Setup Steps in Product Information Management

To set up the item substitute relationships, navigate to the Manage Items task.

  1. In the Setup and Maintenance work area, select the Manage Items task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Product Information Management
    • Task: Manage Items
  2. Select the Relationships tab, and then the Related items tab.

The relationships can be direct or chain relationships. In this case, item ORIGITEM has a direct relationship with three of its possible substitutes, and it also has a chain relationship through subitem1 with subitem2. The relationships are defined at either the master or organization level and can’t be defined at both. If set at the organization level, the relationship refers to the destination organization in the context of a transfer order. If set at the master level, the relationship will always be valid. The rank, within the level of the hierarchy, determines the order in which the items are considered at pick release. In this case, although the rank of item SUBITEM2LOT is second in line, it will be considered last since it is a level deeper in the hierarchy than the other items. The type will always be substitute, and you have the option of defining the relationship as reciprocal, therefore both ways.

Edit Item

Tips And Considerations

  • This capability is only available when transferring materials internally, directly through Oracle Fusion Cloud Shipping. Transfer orders routed through Oracle Fusion Cloud Order Management aren't supported.

  • This capability is only available when creating or scheduling a pick wave, pick releasing from shipment lines, or through the Pick Waves REST resource. WARNING: It's recommended that you don't specify multiple child processes when scheduling a pick wave where item substitutes are likely, as this could result in parallel picking errors.

  • Once the transfer order line has been shipped, you can review the substitute items used, but the transfer order line only represents the original item. Backorders are also only for the original item. Shipment lines represent all items after being released to the warehouse.

  • Reservations are maintained according to item substitutions at pick release, but item substitution isn't supported for transfer order lines with prior reservations.

  • Changes to the transfer order are consistently supported for lines using substitute items

  • Item substitution isn't supported for return transfer orders, back-to-back sales orders being fulfilled by transfer orders, transfer order lines with budgetary control, or for organizations located in Brazil, India, or Portugal due to tax implications.

  • Control of item substitution at the transfer order line level is only supported by the Manage Transfer Orders UI and through the Inventory Transfer Orders REST resource.

  • Releasing a pick online shows you in the UI the number of substitute items used, whereas scheduling a pick release generates a log with more information on the substituted items.

  • Product Information Management:

    • Item-substitute relationships are maintained either at the item master or destination organizational level.

    • Both direct and chain item relationships are supported.

    • There can be many substitute item relationships defined. However, at pick release only the first three viable substitutes at most are considered for use by level in the hierarchy and rank.

    • Substitute items can be for different units of measure than the original item, with standard, interclass, and intraclass conversion required as appropriate, except for dual unit of measure items which must have the same primary and secondary unit of measure as the original item in the destination organization.

    • WARNING: It's recommended for the substitute items to have the same unit of measure as the original item. Having different units of measure can lead to fractional quantities left over in certain scenarios.

Key Resources

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:
    • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Perform Pick Transaction by Web Service (INV_PERFORM_PICK_TRANSACTION_WEB_SERVICE_PRIV)
    • Create Pick Wave (WSH_CREATE_PICK_WAVE_PRIV)
    • Schedule Pick Wave (WSH_SCHEDULE_PICK_WAVE_PRIV)

Default Transaction History DFF Context Value by Transaction Type or Transaction Action

Descriptive flexfields (DFFs) are extensible sets of placeholder fields associated with business objects that you can place on application pages to capture additional information specific to your business. Furthermore, context-sensitive segments provide you more control in capturing information for specific actions that don't apply to every situation. Using DFFs and context-sensitive segments together to extend business objects lets you quickly and easily store additional data you need to run your business or meet audit requirements.

Oracle Fusion Cloud Inventory Management's transaction history DFFs specifically give you the ability to provide extra details for inventory transactions like miscellaneous issues or receipts and interoganization transfers. In this update, you can now default your context values based upon the specific transaction type or transaction action you are performing. This ensures that the correct context-sensitive segments are displayed to your users without the need for them to manually choose the appropriate context value.

Capture Additional Information at Miscellaneous Receipt

This feature helps ensure that your users don’t forget to enter DFF values that are only required for a specific context and reduces the amount of time your users spend selecting the right context for their transactions.

Watch a Demo.

Steps to Enable

Here are the steps to default context based on the transaction type or transaction action.

Search for the Transaction Type or Transaction Action Using the Manage Inventory Transaction Sources and Types Task:

  1. In the Setup and Maintenance work area, select the Manage Inventory Transaction Sources and Types task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Inventory Management
    • Task: Manage Inventory Transaction Sources and Types
  2. On the Manage Inventory Transaction Sources and Types page, search for the transaction type in which you want to default context by entering this search criteria:
    • Enter Inventory in the Transaction Source field.
    • Select System in the Defined By field.
  3. Select the transaction type row in the search results and click the Edit icon.
  4. Copy the transaction type name from the Edit Transaction Type popup.
  5.  When the context is to be defaulted based on transaction action, copy the transaction action name from the Edit Transaction Type popup.

Manage Inventory Transaction Sources and Types

Create a Context Using the Manage Inventory Descriptive Flexfields Task:

  1.  In the Setup and Maintenance work area, select the Manage Inventory Descriptive Flexfields task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Inventory Management
    • Task: Manage Inventory Descriptive Flexfields
  2. On the Manage Inventory Descriptive Flexfields page, enter INV_MATERIAL_TXNS in the Flexfield Code field and click Search.
  3. Select the row in the search results and click the Edit icon.
  4. On the Edit Descriptive Flexfield page, click the Manage Contexts button.
  5. On the Manage Contexts page, click the + icon in the Search Results table.
  6. Enter the transaction action or transaction type that was selected from above (Manage Inventory Transaction Sources and Types task) in the Display Name and Context Code fields.
  7. Click Save.
  8. Click the + icon in the Context Sensitive Segments table to create the context sensitive segments relative to this context.
  9. Enter all the required details and click Save and Close.
  10. Click the Save and Close button on the next screen also.

Create Context Sensitive Segment

Add the SQL So That It Will Work Based on Transaction Action or Transaction Types:

  1. In the Setup and Maintenance work area, select the Manage Inventory Descriptive Flexfields task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Inventory Management
    • Task: Manage Inventory Descriptive Flexfields
  2. On the Manage Inventory Descriptive Flexfields page, enter INV_MATERIAL_TNXS in the Flexfield Code field and click Search.
  3. Select the row in the search results and click the Edit Icon.
  4. Scroll to the Context Sensitive Segments section.
  5. Select Miscellaneous Receipt from the Context drop down list.
  6. Select the line sequence and click the Edit icon. 
  7. On the Edit Segment page, select SQL from the drop down list in the Default Type field.
  8. Click Save and Close.
  9. Click Deploy Flexfield and wait for the deployment to complete to 100%.

SQL for Defaulting Context Based on Transaction Type

SQL Script to Default Context Based on Transaction Type:

Select TRANSACTION_TYPE_NAME from inv_transaction_types_vl where transaction_type_id=:{PARAMETER.TransactionTypeId} and transaction_type_name in(select descriptive_flex_context_code from fnd_descr_flex_contexts where descriptive_flexfield_name='INV_MATERIAL_TXNS' and enabled_flag='Y')

SQL Script to Default Context Based on Transaction Action:

Select MEANING from fnd_lookups where lookup_code =:{PARAMETER.TransactionActionId} and lookup_type='INV_TRANSACTION_ACTION' and meaning in(select descriptive_flex_context_code from fnd_descr_flex_contexts where descriptive_flexfield_name='INV_MATERIAL_TXNS')  

Tips And Considerations

Consider using this feature if your business requires you to capture information based on a transaction type or transaction action.

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • Create Interorganization Transfer (INV_CREATE_INVENTORY_TRANSACTIONS_INTERORGANIZATION_TRANSFER)

Raise a Business Event When Transfer Orders Are Updated or Canceled

In Oracle Integration Cloud (OIC), you can now subscribe to new public business events when a transfer order is updated or canceled to trigger additional business processes or integrate with third-party applications. For example, you can send the updated transfer order information to a transportation management system to assist in replanning internal material movements.

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

Update and Cancel Transfer Order Business Event Workflow

The Update Transfer Order and Cancel Transfer Order business events let you easily integrate and extend Oracle Fusion Cloud Inventory Management with external systems. This feature is particularly beneficial for users who want to trigger additional actions immediately after a transfer order is updated or canceled.

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 TypeEvent Name, and Organization.
  3. In the Publish columnselect 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

Tips And Considerations

  • When the source inventory organization is updated for a transfer order, the newly updated inventory organization is used to determine the applicable inventory business event configuration. For example, the original source inventory organization is M1. The user updates the source inventory organization to M2. The inventory business event configuration for inventory organization M2 is now used to determine whether to publish the business event.
  • The Update Transfer Order business event is not raised for updates to transfer order line distributions.

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • Manage Inventory Transfer Order (INV_MANAGE_INVENTORY_TRANSFER_ORDER)

View Item Substitution Columns in the Inventory Transfer Order Subject Area in OTBI

Oracle Transactional Business Intelligence (OTBI) lets you create ad-hoc reports using real-time transactional data from Oracle Fusion Cloud Inventory Management to monitor your materials management processes. In this update, the Allow Item Substitution Flag and Item Substituted Flag columns are available in the Inventory Transfer Order Real Time subject area under the Transfer Order Line Details dimension.

Inventory Transfer Order Real Time Subject Area

These columns provide you with additional reporting capability for your historical inventory transactions.

Watch a Demo.

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, Allow Item Substitution and Item Substituted columns to your existing reports, or create new reports that use these new columns. For details about creating and editing reports, see the Oracle Supply Chain Management Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Users who are assigned a configured job role that contains this duty role can access this feature:
    • Inventory Transaction Analysis Duty (FBI_INVENTORY_TRANSACTION_ANALYSIS_DUTY)

Search Subinventories When Creating a Physical Inventory

When creating a physical inventory that doesn’t require you to count every subinventory in your organization, you need an efficient way to find the subinventories to include in your inventory count. Now you can search your subinventories displayed in the Select Subinventories dialog box. This feature makes it easy for you to find and select only the specific subinventories you want to include in a physical inventory. Additionally, the number of subinventories returned in the search results is expanded to ensure you can find all of your existing subinventories.

Select Subinventories

Select Subinventories

This feature helps you quickly create physical inventories for select subinventories and makes sure you can find all of your subinventories when you have a large number defined.

Watch a Demo.

Steps to Enable

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • Manage Physical Inventory (INV_MANAGE_PHYSICAL_INVENTORY)

View Ordered Quantity and UOM in the Inventory Supply Real Time Subject Area in OTBI

Oracle Transactional Business Intelligence (OTBI) lets you create ad-hoc reports using real-time transactional data from Oracle Fusion Cloud Inventory Management to monitor your materials management processes. In order to support your reporting requirements for procured goods priced in the secondary unit of measure, various ordered quantity columns and the Ordered Unit of Measure column from the purchase order line are now available in the Inventory Supply Real-Time subject area.

Specifically, the Ordered Quantity Due and Ordered Quantity Received columns are now available in the Inventory Supply Details and In Transit Inventory Supply Details dimensions, while the Ordered UOM column is now available in the Inventory Supply Details dimension.

Additionally, to help distinguish the ordered quantity and unit of measure from the priced quantity and unit of measure, existing columns have been renamed. Within the Inventory Supply Details and In Transit Inventory Supply Details dimensions, the Quantity Due column is now named Pricing Quantity Due, the Quantity Ordered column is now named Pricing Quantity, the Quantity Received column is now named Pricing Quantity Received, and the Quantity to be Delivered column is now named Pricing Quantity to be Delivered.

Inventory Supply Real-Time Subject Area

The addition of these columns, along with the renaming of existing columns, helps you better track and report on your procured dual unit of measure goods that are priced by the secondary unit of measure.

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 Ordered Quantity Due and the Ordered Quantity Received columns to your existing reports, or create new reports that use these new columns. You can also add the renamed Pricing Quantity Due, Pricing Quantity, Pricing Quantity Received, and Pricing Quantity to be Delivered columns to your existing reports or create new reports that use these columns. For details about creating and editing reports, see the Oracle Supply Chain Management Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

Key Resources

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

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
  • Users who are assigned a configured job role that contains this duty role can access this feature:
    • Inventory Transaction Analysis Duty (FBI_INVENTORY_TRANSACTION_ANALYSIS_DUTY)

Selected Inventory Management Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Inventory Management works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Update Quantity Decimal Precision for Pick Transactions REST Resource    

The Pick Transactions REST resource now honors the decimal precision setup for the quantity attributes. With this update, the user-entered quantity attribute values in the payload for the REST resource are adjusted and saved based on the decimal precision setup.    

Oracle reference: 33440317 

Add Destination State to Transfer Order Details    

The Transfer Orders REST resource now includes the State attribute in the destination location details. With this update, a new Destination State attribute is added in the response payload of the GET and PATCH operations for the Transfer Orders REST API.    

Oracle reference: 33107069

Limit Updates to Edit Pending Transaction Page Based on Source Type    

The Item field is now noneditable on the Edit Pending Transaction page for source types other than Inventory, Account, Account Alias, and User Defined.    

Oracle reference: 33410847

Update Secondary Shipped Quantity Passed to Transfer Orders    

The secondary shipped quantity on the transfer order line now displays based on the item's dual UOM setup in the source organization.    

Oracle reference: 33170084

Steps to Enable

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

Receiving

Get Receiving Quantity Transactions Using a REST Resource

When using a three-way matching approval level, the purchase order, receipt, and invoice quantities must match within tolerance before the corresponding invoice can be paid. Similarly, when using a four-way matching approval level, the purchase order, receipt, accepted quantities from inspection, and invoice quantities must match within tolerance before the corresponding invoice can be paid. To facilitate three-way and four-way matching approval levels, Oracle Fusion Cloud Inventory Management passes Oracle Fusion Cloud Financials the quantities of goods received, inspected, rejected, delivered, returned, and corrected. In order to provide a better and more performant user experience, Oracle Fusion Cloud Payables now uses the Invoice Matching Receipt Quantity Transactions REST resource to obtain this information for three-way and four-way matching approval levels.

Additionally, you can use the Invoice Matching Receipt Quantity Transactions REST resource in an external PaaS environment to help reconcile or verify receipt and inspection actions coming from an external execution system. Passing a specific transaction identification to the Invoice Matching Receipt Quantity Transactions REST resource returns the quantities ordered, received, accepted, rejected, delivered, returned, canceled, corrected, and billed in Inventory Management. Then you can compare those quantities returned with the quantities from your external execution system to identify any discrepancies that might exist.

Get Receiving Transaction Quantities REST Resource Payload

The Invoice Matching Receipt Quantity Transactions REST resource helps you identify and correct receipt discrepancies between Inventory Management and your external execution system.

Steps to Enable

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

Key Resources

  • Oracle Supply Chain Management Cloud: REST API for Oracle Supply Chain Management Cloud, 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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Users who are assigned a configured job role that contains this duty role can access this feature:
    • Review Receiving Transaction by Web Services Duty (RCV_REVIEW_RECEIVING_TRANSACTION_WEB_SERVICE)

View Ordered Quantity and UOM 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 Fusion Cloud Inventory Management to monitor your materials management processes. In order to support your reporting requirements for procured goods priced in the secondary unit of measure, additional ordered quantity columns and the Ordered Unit of Measure column from the purchase order line are now available in the Receiving subject areas.

Specifically, the Purchase Order Line Ordered QuantityPurchase Order Schedule Ordered QuantityItem Ordered Quantity, and Ordered UOM columns are now available in the following subject areas and dimensions.

Add Purchase Order Line Ordered Quantity column:

  • Receiving - Purchase Receipts Real-Time > Purchase Order Lines Details
  • Receiving - Purchase Receipts Real-Time > Purchase Receipt Line
  • Receiving - Receipts Real-Time > All Receipt Line Details
  • Receiving - Receipts Real-Time > All Receipt Line
  • Receiving - Transactions Real-Time > Receiving Transaction Details
  • Receiving - Transactions Real-Time > Receiving Transactions Line

Add Purchase Order Schedule Ordered Quantity column:

  • Receiving - Purchase Receipts Real-Time > Purchase Order Schedule Detail
  • Receiving - Purchase Receipts Real-Time > Purchase Receipt Line
  • Receiving - Receipts Real-Time > All Receipt Line Details
  • Receiving - Receipts Real-Time > All Receipt Line
  • Receiving - Transactions Real-Time > Receiving Transaction Details
  • Receiving - Transactions Real-Time > Receiving Transactions Line

Add Item Ordered Quantity column:

  • Receiving - Transactions Real-Time > Receiving Transaction Details
  • Receiving - Transactions Real-Time > Receiving Transactions Line

Add Ordered UOM column:

  • Receiving - Purchase Receipts Real-Time > Purchase Order Lines Details
  • Receiving - Purchase Receipts Real-Time > Purchase Order Schedule Details

Additionally, to help distinguish the ordered quantity and unit of measure from the priced quantity and unit of measure, the existing quantity and unit of measure columns have been renamed.

Change Line UOM to Pricing UOM:

  • Receiving - Purchase Receipts Real-Time > Purchase Order Lines Details

Change UOM to Pricing UOM:

  • Receiving - Purchase Receipts Real-Time > Purchase Order Schedule Details

Change Purchase Order Line Quantity to Purchase Order Line Pricing Quantity:

  • Receiving - Interorganization Receipts Real-Time > Interorganization Receipt Line Details
  • Receiving - Interorganization Receipts Real-Time > Interorganization Receipt Line
  • Receiving - Purchase Receipts Real-Time > Purchase Order Lines Details
  • Receiving - Purchase Receipts Real-Time > Purchase Receipt Line
  • Receiving - Receipts Real-Time > All Receipt Line Details
  • Receiving - Receipts Real-Time > All Receipt Line
  • Receiving - Transactions Real-Time > Receiving Transaction Details
  • Receiving - Transactions Real-Time > Receiving Transactions Line
  • Receiving - Unordered Receipts Real-Time > Unordered Receipts Line Details
  • Receiving - Unordered Receipts Real-Time > Unordered Receipts Line

Change Purchase Order Schedule Quantity to Purchase Order Schedule Pricing Quantity:

  • Receiving - Interorganization Receipts Real-Time > Interorganization Receipt Line Details
  • Receiving - Interorganization Receipts Real-Time > Interorganization Receipt Line
  • Receiving - Purchase Receipts Real-Time > Purchase Order Lines Details
  • Receiving - Purchase Receipts Real-Time > Purchase Receipt Line
  • Receiving - Receipts Real-Time > All Receipt Line Details
  • Receiving - Receipts Real-Time > All Receipt Line
  • Receiving - Transactions Real-Time > Receiving Transaction Details
  • Receiving - Transactions Real-Time > Receiving Transactions Line
  • Receiving - Unordered Receipts Real-Time > Unordered Receipts Line Details
  • Receiving - Unordered Receipts Real-Time > Unordered Receipts Line

Change Item Quantity to Item Pricing Quantity:

  • Receiving - Transactions Real-Time > Receiving Transaction Details
  • Receiving - Transactions Real-Time > Receiving Transactions Line

Purchase Receipts Real-Time Subject Area

The addition of these columns, along with the renaming of existing columns, helps you better track and report on your procured dual unit of measure goods that are priced by the secondary unit of measure.

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 Purchase Order Line Ordered QuantityPurchase Order Schedule Ordered QuantityItem Ordered Quantity, and Ordered UOM columns to your existing reports, or create new reports that use these new columns. You can also add the renamed Pricing UOMPricing Quantity, Purchase Order Line Pricing Quantity, and Purchase Order Schedule Pricing Quantity columns to your existing reports or create new reports that use these columns. For details about creating and editing reports, see the Oracle Supply Chain Management Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

Key Resources

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

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Users who are assigned a configured job role that contains this duty role can access this feature:
    • Receiving Transaction Analysis Duty (FBI_RECEIVING_TRANSACTION_ANALYSIS_DUTY)

Selected Receiving Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Receiving works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Restrict Send Receipt Confirmation Process to Maximum of 300 Receiving Transactions in Each Request    

To improve performance and reliability, the Send Receipt Confirmation scheduled process now communicates a maximum of 300 return material authorization (RMA) receiving transactions to Oracle Fusion Cloud Order Management for each request. The Send Receipt Confirmation process should be scheduled to run in the background depending on the RMA receiving transactions.    

Oracle reference: 33115604

Calculate Currency Exchange Rate for My Receipts Page    

The currency exchange rate on the My Receipts page uses the match option and exchange rate selections for its calculations. If the match option is Receipt and the exchange rate type is Corporate, the My Receipts page tries to calculate the exchange rate based on the receipt date entered by the user. If the match option is Receipt and the exchange rate type is User, the My Receipts page gives an error since no exchange rate can be specified on this page.    

Oracle reference: 33354214

Steps to Enable

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

Shipping

View Item Substitution Columns in the Shipping Subject Area in OTBI

Oracle Transactional Business Intelligence (OTBI) lets you create ad-hoc reports using real-time transactional data from Oracle Fusion Cloud Inventory Management to monitor your materials management processes. In this update, the Allow Item SubstitutionOriginal Item IdOriginal Delivery Detail Id, and Original Item Converted Quantity columns are available in the Shipping Real Time subject area.

Shipping Real Time Subject Area

These new columns help you build reports to track which of your transfer orders are fulfilled using substitute goods instead of your requested goods.

Watch a Demo.

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 Allow Item Substitution, Original Delivery Detail Id, Original Item Converted Quantity, and Original Item Id columns to your existing reports, or create new reports that use these new columns. For details about creating and editing reports, see the Oracle Supply Chain Management Cloud: Creating and Administering Analytics and Reports guide on the Oracle Help Center.

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 can access this feature:
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)
  • Users who are assigned a configured job role that contains this duty role can access this feature:
    • Shipping Transactional Analysis Duty (FBI_TRANSACTION_ANALYSIS_GENERIC_DUTY)

SCM Common Components

Create Transit Times for Customer Ship-To Addresses

Create transit times with an origin or destination based on a customer ship-to address as used within Oracle Fusion Cloud Order Management.

Transit times can now refer to a customer address that is associated with the usage of ship-to address. For example, your transit times may differ based on item characteristics, such as the size of the item. You can set up multiple customer ship-to addresses, with each address having a unique site name or number. Separate transit times may be defined for each address, allowing shorter lead times to be defined for normal sized items. Larger items would have a longer lead time defined. You must select the appropriate ship-to address for the item on the order so that the corresponding transit time is used..

Steps to Enable

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

Tips And Considerations

If your customer address data references the same address multiple times, it is strongly suggested that you assign a site number or site name to each address definition. These values are shown when selecting a customer ship-to address, which may otherwise display in the search results as duplicate choices.  Use of a site number or name will allow you to confirm that the correct address is being selected.

Cost Management

Create Account Distributions for Multiple Cost Organizations Simultaneously Without Preprocessing Dependencies

You can create cost accounting distributions for multiple cost organizations and books in one or multiple run controls. Previously, when you ran cost processing for multiple run controls for different cost organizations simultaneously, preprocessing dependencies led to decreased cost processing performance.

With this feature, when you create cost accounting distributions for multiple organizations at the same time, transactions for each cost organization are preprocessed independently leading to following benefits:

  • Improved cost processing performance for:
    • Processing daily volume of transactions.
    • Processing smaller sets of data, such as adjustments, and last minute transactions during period end.
  • No coordination dependencies between countries or businesses when creating cost accounting distributions.
  • Preprocessor error reporting is done for each cost organization separately.
  • Faster and more efficient period close by:
    • Processing cost organization transactions in parallel during period close without any process wait times or potential deadlocks. 
    • Processing small data sets, such as last minute transactions and adjustments, quickly and frequently

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

  • Schedule the create cost accounting distributions process to run on a daily basis for each cost organization or a group of cost organizations for a legal entity. Scheduling the process to run more than once every hour can lead to performance issues. 
  • Scheduling cost processing to run too frequently can lead to performance issues and should be avoided.
  • For global organizations and organizations with multiple legal entities: 
    • If you run cost processing and accounting for supply chain transactions in shared services, create a run control with all cost organizations and books. You can then schedule the run control to run at least once a day. 
      • If each cost organization runs cost processing and accounting of supply chain transactions and period close, set up individual run controls for each cost organization for different countries or legal entities. If necessary, you can group multiple cost organizations under a legal entity in one run control for ease of processing. 
      • When designing run controls, take into account if inventory transfers across cost organizations are high. In these cases, grouping the cost organizations in the same run control leads to faster preprocessing and fewer cost processor runs to complete processing of end-to-end transfer flows.    
  • If you have more than one cost book for a cost organization, include the primary and secondary book in the same run control. The process is cancelled when another job is running for the same cost organization. 

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:
    • Create Cost Accounting Distributions

Manage Processing Errors Efficiently with Enhanced Error Handling

The Purge Cost Accounting Process Errors process automatically runs after the Period End Validations process and the Create Cost Accounting Distributions process to clear validation errors from prior runs.

This process manages processing errors and ensures that old errors are deleted in a timely manner, resulting in improved page and process performance.

Steps to Enable

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

Tips And Considerations

  • Errors are saved for the most recent run of the Create Cost Accounting Distributions process.  Errors generated from previous process runs are deleted when the Create Cost Accounting Distributions process completes. 
  • Exception details for period end validations are saved for the most recent run and are deleted when you close the period. Summary counts against each validation type are available for each period. 
  • For run controls not in use, cost processing errors are purged after 60 days.
  • You can run this process on-demand if advised by Oracle. However, this is nothing additional for you to do to manage this process. 

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:
    • Create Cost Accounting Distributions
    • Manage Period End Validations

Fiscal Document Capture

Use Predefined Mapping Set to Determine Inbound CFOP Codes

Capturing fiscal documents from the XML is enhanced with introduction of a new predefined mapping set that is used to automatically determine the inbound operations fiscal codes (CFOP) based on the fiscal document's inbound CFOP. You define the mapping between the inbound CFOP and the fiscal document CFOP in a Microsoft Excel data sheet and upload to the mapping set to experience the seamless capturing of the fiscal document from XML without manual intervention.

  • Provides automatic capture of the inbound XML fiscal document.
  • Simplifies management of the mapping between inbound CFOP and the fiscal document CFOP across different fiscal flows.

Steps to Enable

Complete the following steps to enable this functionality.

  1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Management offering.

  2. Select the Receipt Accounting functional area, then select the Manage Mapping Sets task.

  3. Search for Fiscal Document CFOP Mapping and select it to edit.

  4. In the Value Set area, click Add.

  5. Select ORA_CMF_INBOUND_CFOP, then click OK.

  6. Click Save.  

Edit Mapping Set

  1. In the Mappings area, click Add to map the fiscal document CFOP in the Transaction Business Category, and the inbound CFOP.

  2. You can further refine this mapping by Intended Use and Fiscal Flow Name.

  3. You can import and export to manage mass uploads of data.

Input values for Mapping set

Tips And Considerations

  • You must use the seeded value set ORA_CMF_INBOUND_CFOP to define the mappings for the CFOP.
  • Adding more than one value set to the mapping set results in fiscal documents not importing through XML.
  • You can define a generic mapping or a granular mapping using fiscal flow and intended use.
  • CFOP mapping defined at a granular level is prioritized over a generic mapping during fiscal document processing.

Key Resources

Role Information

  • Privilege Name and Code:
    • Manage Subledger Mapping Set (XLA_MANAGE_SUBLEDGER_MAPPING_SET)
    • Manage Subledger Mapping Set Value (XLA_MANAGE_SUBLEDGER_MAPPING_SET_VALUE)
    • Review Subledger Mapping Set (XLA_REVIEW_SUBLEDGER_MAPPING_SET)
  • Job Role Name and Code:
    • Fiscal Document Specialist (ORA_CMF_FISCAL_DOCUMENT_SPECIALIST