Cloud Readiness / Oracle Fusion Cloud Inventory Management
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  1. Update 23A
  1. Revision History
  2. Overview
  3. Pre-Update and Post-Update Tasks
  4. Optional Uptake of New Features (Opt In)
  5. Feature Summary
  6. Supply Chain Orchestration
    1. Supply Chain Orchestration
        1. Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows
        2. Selected Supply Chain Orchestration Bug Fixes in This Update
  7. Collaboration Messaging Framework
    1. Collaboration Messaging Framework
        1. Receive a Brazil Electronic Freight Other Services Invoice
        2. Send and Receive UBL PEPPOL Electronic Invoices
  8. Inventory Management
    1. Inventory Management
        1. Consolidate Inventory On-Hand Quantities
        2. Support Kit Items on Transfer Orders
        3. Improve Reservation Performance for Orders with Order Lines in a Ship Set
        4. Selected Inventory Management Bug Fixes in This Update
    2. Shipping
        1. Ship More Than Secondary Requested Quantity Using Quick Ship
        2. Selected Shipping Bug Fixes in This Update
    3. Receiving
        1. Receive Your Ordered Goods and Services on Mobile or Other Devices Using the Responsive Self-Service Receiving Application
        2. Selected Receiving Bug Fixes in This Update
    4. Intrastat
        1. Selected Intrastat Bug Fixes in This Update
    5. Product Recall Management
        1. Generate OTBI Reports for Product Recall Management
    6. Cost Management
        1. Review Cost Accounting Distributions Using the Enhanced and Performant User Interface
        2. Use Enhanced Cost Accounting OTBI Subject Area to Report on Additional Transaction Attributes
        3. Create a Standard Cost Scenario Using REST Service
        4. Use Additional Subledger Accounting Sources in Cost and Receipt Accounting
        5. Use Predefined OTBI Reports Based on New Data Sources of the Cost Reports Processor
        6. Perform On-Demand Cost Rollup for Configured Items
        7. Apply Budgetary Control on Internally Sourced Requisitions Expensed to Projects
        8. Selected Cost Management Bug Fixes in This Update
    7. Receipt Accounting
        1. Use Enhanced Receipt Accounting OTBI Subject Area to Report on Additional Transaction Attributes
        2. Preview Period End Accruals for Uninvoiced Receipts
    8. Fiscal Document Capture
        1. Process Freight Fiscal Documents for Bookkeeping Purposes
    9. Supply Chain Financial Orchestration
        1. Recalculate Transfer Price in Split Shipments

Update 23A

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 Module Feature Notes
04 MAY 2023 Inventory Management Improve Reservation Performance for Orders with Order Lines in a Ship Set

Updated document. Added feature that was backported in the January 2023 monthly update.

01 MAR 2023 Inventory Management Selected Inventory Management Bug Fixes in This Update Updated document. Added bug fix 34853538.
18 JAN 2023 Cost Management Selected Cost Management Bug Fixes in This Update Updated document. Added section.
11 JAN 2023 Inventory Management Selected Inventory Management Bug Fixes in This Update Updated document. Added section.
11 JAN 2023 Shipping Selected Shipping Bug Fixes in This Update Updated document. Added section.
11 JAN 2023 Receiving Selected Receiving Bug Fixes in This Update Updated document. Added section.
11 JAN 2023 Intrastat Selected Intrastat Bug Fixes in This Update Updated document. Added section.
02 DEC 2022     Created initial document.

Overview

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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 Fusion Cloud SCM: 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*

Supply Chain Orchestration

Supply Chain Orchestration

Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows

Selected Supply Chain Orchestration Bug Fixes in This Update

Collaboration Messaging Framework

Collaboration Messaging Framework

Receive a Brazil Electronic Freight Other Services Invoice

Send and Receive UBL PEPPOL Electronic Invoices

Inventory Management

Inventory Management

Consolidate Inventory On-Hand Quantities

Support Kit Items on Transfer Orders

Improve Reservation Performance for Orders with Order Lines in a Ship Set

Selected Inventory Management Bug Fixes in This Update

Shipping

Ship More Than Secondary Requested Quantity Using Quick Ship

Selected Shipping Bug Fixes in This Update

Receiving

Receive Your Ordered Goods and Services on Mobile or Other Devices Using the Responsive Self-Service Receiving Application

Selected Receiving Bug Fixes in This Update

Intrastat

Selected Intrastat Bug Fixes in This Update

Product Recall Management

Generate OTBI Reports for Product Recall Management

Cost Management

Review Cost Accounting Distributions Using the Enhanced and Performant User Interface

Use Enhanced Cost Accounting OTBI Subject Area to Report on Additional Transaction Attributes

Create a Standard Cost Scenario Using REST Service

Use Additional Subledger Accounting Sources in Cost and Receipt Accounting

Use Predefined OTBI Reports Based on New Data Sources of the Cost Reports Processor

Perform On-Demand Cost Rollup for Configured Items

Apply Budgetary Control on Internally Sourced Requisitions Expensed to Projects

Selected Cost Management Bug Fixes in This Update

Receipt Accounting

Use Enhanced Receipt Accounting OTBI Subject Area to Report on Additional Transaction Attributes

Preview Period End Accruals for Uninvoiced Receipts

Fiscal Document Capture

Process Freight Fiscal Documents for Bookkeeping Purposes

Supply Chain Financial Orchestration

Recalculate Transfer Price in Split Shipments

Supply Chain Orchestration

Supply Chain Orchestration

Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows

Keep up-to-date with the latest changes in supply and manage supply requests in your back-to-back flow even when you ship only part of the order line.

Assume only some of the quantity for your order line is available to ship, so Order Management splits the order line into two fulfillment lines, fulfillment line x and fulfillment line y. Line x has the quantity that is available to ship. Line y has the quantity that isn't yet available to ship.

If you enable this feature, then Supply Chain Orchestration doesn't close the supply order when Oracle Shipping ships line x. Instead, Orchestration keeps the supply order open until Shipping also ships line y, or until Oracle Order Management cancels the request. Orchestration continues to orchestrate changes in demand and supply for line y as long as the supply order remains open.

Realize these benefits:

  • Save time and work more efficiently. You don't have to manually create a new line for supply that isn't yet available. Supply Chain Orchestration will automatically create new supply for you.
  • Track how much supply you have used even when Shipping has shipped only line x.
  • Get timely updates so you can accurately track the progress that Orchestration is making to create supply for line y.
  • Reduce or eliminate supply disruptions for line y. Orchestration will automatically update supply so it has the latest details for your line.
  • Modify line y, and Orchestration will manage that change in your purchasing, inventory, or manufacturing organization. 
  • Manage an interruption to supply on line y in the same way that you do when you haven't partially shipped the line.
  • Manage supply recommendations even when you have partially shipped one or more of them.
  • Manage any number of shipments.
  • Track each partial or full cancellation.

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: Order ManagementNo Longer Optional From: Update 23C

Tips And Considerations

Consider these guidelines:

  • If you need to take action on line y, then you must first use the Unschedule action on line y, and then use the Schedule action on line y. Orchestration will then create a new a supply order for the quantity on line y. For details, see Schedule Fulfillment Lines Manually.
  • If you modify the warehouse or the item on line y, then Orchestration will cancel the supply order and make that supply available to other demand. It will also cancel any new supply that it's currently creating for line y. Orchestration will do this even if you enable the Defer Online Processing of Inventory Updates shipping parameter for the warehouse.
  • If you enable the Defer Online Processing of Inventory Updates shipping parameter for the warehouse, then Supply Chain Orchestration won't use the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature for that warehouse.
  • The split behavior in Order Management doesn't affect your purchase orders, work orders, or transfer orders.

Use This Feature with Other Features

You can enable only the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature, or you can also enable the Order Management's Update Attributes On Split Order Lines For Partial Shipments feature.

Features That You Enable Description

Enable only the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature.

Orchestration keeps the supply order open, and it will track supply for line y until Shipping ships line y.

You can modify the scheduled ship date or warehouse on line y, and Orchestration will automatically update supply so it has the latest details for line y.

You can't modify the quantity on line y after Shipping ships line x.

Enable both features.

You can modify the quantity, scheduled ship date, or warehouse on line y even after Shipping ships line x. Order Management will use your revised values to fulfill the line and Orchestration will automatically update supply so it has the latest details for the line.

If you enable the Update Attributes on Split Order Lines for Partial Shipments feature, then you also automatically enable the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature. For details, see Update Attributes on Split Order Lines for Partial Shipments.

Don't enable either feature.

Orchestration will close the supply order as soon as Shipping ships any part of the order line, and Orchestration won't track any other modifications that you make on the line.

You can't modify the quantity on line y after Shipping ships line x.

Key Resources

Access Requirements

  • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)

Selected Supply Chain Orchestration Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Supply Chain Orchestration 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.

Display Your Own Work Order Status

The Supply Chain Orchestration work area displayed only predefined statuses prior to update 23A. For example, assume you created your own status named MyStatus. The work area displayed one of the predefined statuses even if the work order's run time status was MyStatus. With this update, the work area will display MyStatus.

Oracle reference: 34543645

Steps to Enable

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

Collaboration Messaging Framework

Collaboration Messaging Framework

Receive a Brazil Electronic Freight Other Services Invoice

Use the new secretaria de fazenda (SEFAZ) Brazil Electronic Freight Other Services Invoice V3.00 message (BR_CTEOS_3.00_IN) to receive electronic freight invoices for other transportation-related services.

This predefined message definition is available as an inbound message (ORA_SZ_BR_CTEOS_3.0_IN) for the SEFAZ service provider on the Manage Collaboration Messaging Service Providers page. This message is processed with other Brazilian messages when using the Import Brazil Electronic Documents scheduled process.

ORA_SZ_BR_CTEOS_3.00_IN

This new predefined message allows you to implement conhecimento de transporte eletrônico (CT-e) electronic bill of lading for other services by taking advantage of the information that can be extracted from XML, reducing user manual intervention.

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.

Access Requirements

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 this predefined job role can access this feature:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Users who are assigned a configured job role that contains this privileges can access this feature:
    • Manage Service Provider (CMK_MANAGE_SERVICE_PROVIDER_PRIV)

Send and Receive UBL PEPPOL Electronic Invoices

Use the new predefined message definitions UBL-2.1-PEPPOL-Invoice-Out and UBL-2.1-PEPPOL-Invoice-In to send and receive universal business language (UBL) pan-European public procurement online (PEPPOL) invoice messages to and from PEPPOL access points.

UBL-2.1-PEPPOL-Invoice-Out Message

UBL-2.1-PEPPOL-Invoice-In Message

Set up these message definitions as outbound and inbound collaboration messages for a trading partner. Associate the trading partner and the invoice outbound document with a customer by using the Manage Customer Account Collaboration Configuration task. Associate the trading partner and invoice inbound document with a supplier by using the Manage Supplier B2B Configuration task in the Collaboration Messaging work area.

These new messages enrich the e-invoicing process by providing additional data elements to meet PEPPOL standards and some country-specific requirements.

Steps to Enable

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

Tips And Considerations

You must create the following list of domain value maps before you can exchange UBL PEPPOL messages. Populate each domain value map with the values from the code lists.

Domain Value Maps Code Lists

CURRENCY_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/ISO4217/

INVOICE_TYPE_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/UNCL1001-inv/

INVOICE_TRX_TYPE_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/UNCL1001-inv/

EAS_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/eas/

ICD_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/ICD/

CHARGE_REASON_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/UNCL7161/

UOM_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/UNECERec20/

COUNTRY_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/ISO3166/

PAYMENT_METHOD

https://docs.peppol.eu/poacc/billing/3.0/codelist/UNCL4461/

TAX_CATEGORY_CODE

https://docs.peppol.eu/poacc/billing/3.0/codelist/UNCL5305/

Key Resources

  • Configuring and Managing B2B Messaging for Oracle Applications Cloud guide available on the Oracle Help Center.

Access Requirements

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 this predefined job role can access this feature:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Manage B2B Supplier Trading Partners (CMK_B2B_SUPPLIER_TRADING_PARTNERS_PRIV)
    • Manage B2B Trading Partners (CMK_B2B_TRADING_PARTNERS_PRIV)
    • Manage Customer Account Collaboration Configuration (CMK_B2B_CUSTOMER_ACCOUNT_TRADING_PARTNERS_PRIV)

Inventory Management

Inventory Management

Consolidate Inventory On-Hand Quantities

Every transaction that increases a good’s on-hand quantity, like a purchase order receipt or miscellaneous receipt, creates a unique entry in the INV_ONHAND_QUANTITIES_DETAIL table. While multiple entries are necessary for many reasons, the existence of multiple records for an item with the same attributes, in the same location, with the same original receipt date can potentially cause performance issues in future transactions that require checking material availability. In certain circumstances, it makes sense for you to consolidate these rows for improved performance in future transactions. Now, you can perform this consolidation using the Perform Inventory On-Hand Quantity Consolidation process. This process combines on-hand quantity records based on common item attributes and the original receipt date. Here's an example consolidation:

Before Consolidation:

This table shows sample on-hand records as created in the table when different receipts are performed.

Item Organization Subinventory Receipt Date Original Receipt Date On-Hand Quantity
AS54888 M1 Stores

11-SEP-2022 09:00:00

08-SEP-2022 09:00:00 10
AS54888 M1 Stores

11-SEP-2022 10:00:00

08-SEP-2022 09:00:00

5
AS54888 M1 Stores

12-SEP-2022 09:00:00

12-SEP-2022 09:00:00

20
AS54888 M1 FGI

11-SEP-2022 09:00:00

10-SEP-2022 09:00:00

25
AS54888 M1 FGI

13-SEP-2022 09:00:00

13-SEP-2022 09:00:00

55
AS54888 M2 Stores

11-SEP-2022 09:00:00

10-SEP-2022 09:00:00

30
AS54888 M2 Stores

12-SEP-2022 09:00:00

10-SEP-2022 09:00:00

25

After Consolidation:

This table shows how the consolidation groups record after the scheduled process runs. Notice that the On-Hand Quantity column contains the consolidated quantity based on the original receipt date. The Original Receipt Date value is reset to the start of the day (with time as 00:00:00).

Item Organization Subinventory Receipt Date Original Receipt Date On-Hand Quantity
AS54888 M1 Stores

11-SEP-2022 10:00:00

08-SEP-2022 00:00:00 15
AS54888 M1 Stores

12-SEP-2022 09:00:00

12-SEP-2022 09:00:00

20
AS54888 M1 FGI

11-SEP-2022 09:00:00

10-SEP-2022 09:00:00

25
AS54888 M1 FGI

13-SEP-2022 09:00:00

13-SEP-2022 09:00:00

55
AS54888 M2 Stores

12-SEP-2022 09:00:00

10-SEP-2022 00:00:00

55

You can run the Perform Inventory On-hand Quantity Consolidation scheduled process to ensure the on-hand records are consolidated. This improves future inventory transaction processing.

Schedule New Process

Choose the organization as the process parameter for which you need to perform the consolidation. It's recommended to run the process for the organization where the maximum receipt transactions are performed.

Process Details

This feature provides improved performance for future inventory transactions by consolidating the number of on-hand records in your organizations. 

Steps to Enable

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

Tips And Considerations

  • On-hand quantity consolidation happens only when the Item, Organization, Revision, Subinventory, Locator, Lot, Project, Task, Country of Origin, and Original Receipt Date attributes are the same.   
  • Run this process for organizations where receipts are performed more frequently than issues for the same combination of attributes, thereby leading to excessive on-hand records that may impact your transaction processing performance.
  • It's recommended to run or schedule the scheduled process only when you observe that Inventory transaction processing (through the user interface, FBDI, REST API, or SOAP API) is taking longer than expected.   
  • Run or schedule the scheduled process during weekends when transaction processing isn't performed.   
  • It's preferable not to run the scheduled process for all organizations to ensure it completes quickly.   
  • You can't run two scheduled processes together for the same organization.
  • The log file and output file for the scheduled process shows the details of the consolidation performed.

Key Resources

  • Oracle Fusion Cloud SCM: Using Inventory Management guide, available on the available on the Oracle Help Center.

Access Requirements

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 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:
    • Privilege Name and Code: Perform Inventory On-hand Quantity Consolidation (INV_PERFORM_ONHAND_QUANTITY_CONSOLIDATION_PRIV)

Support Kit Items on Transfer Orders

In many industries, companies need the flexibility to store individual components in their warehouses while providing employees the option to request those distinct components individually or to request them as a group of multiple components that represent a kit.

For instance, your maintenance facility performs scheduled preventative maintenance and immediate emergency repairs. Because scheduled maintenance is planned at specific intervals, your mechanics have specific sets of components they always order for the various maintenance milestones. Oftentimes these standard scheduled maintenance kits can have over 75 or 100 components. On the other hand, for emergency repairs, your mechanics need to order only the exact repair parts required to get the piece of equipment up and running properly. While some of these components are likely present in one of the scheduled maintenance kits, not all components of the kits are required. So ordering a kit for an emergency repair that only requires a few components isn't necessary.

To provide this flexibility when conducting internal transfers, you can now request pick-to-order kits on a transfer order instead of requesting each component individually. After defining the kit parent item and associating the component structure in Oracle Fusion Cloud Product Hub, you use the kit parent item name when requesting the transfer order. Upon creation, Oracle Fusion Cloud Inventory Management automatically explodes the kit components onto the transfer order so that picking, shipping, and receiving still occur at the component level.

This feature lets your employees more efficiently create an internal transfer for a standard set of components that are stocked individually, but often ordered together as a kit.

Watch a Demo.

Steps to Enable

Define kit items in the Product Information Management work area. The following are the required attribute settings for a kit item in the source organization.

  1. Define the kit item with these Inventory, SalesOrder Management, and Manufacturing item attribute settings.
  • Stocked = No
  • Transaction Enabled = No
  • Internally Transferable = Yes
  • Shippable = No
  • Transfer order enabled = Yes
  • Pick components = Yes

Example - Inventory Kit Item Attributes

  1. Create kit item structure.

An item structure is required for kit items. You must use the Primary item structure name when creating a new item structure for a kit item.

This example of a kit item structure shows the kit item and its shippable components.

Kit Item Structure

  1. Associate the kit item to the inventory organizations.

Kit Item Organization Association

Tips And Considerations

In order to assure that the kit component items are shipped together (in a kit), the shipment lines are automatically stamped with a shipment set number at the time of the transfer order creation. The business intention of the kit item is that full quantities of all kit components within the kit item, ship at the same time. But there are business conditions that require the shipment set to be broken. The Shipment Set Behavior shipping parameter controls the ability to break a shipment set. You can only ship less than the requested quantities for the kit components if the Shipment Set Behavior parameter is Information or Warning

Consider the settings of the Shipment Set Behavior parameter to determine the level of control you want when picking and shipping kit components.

  • When you choose Error as the Shipment Set Behavior, if any quantity changes are made to the shipment line, an error message displays at ship confirmation and the transaction stops. This is true for kit components as well as standard items.
  • When you choose Warning as the Shipment Set Behavior, if any quantity changes are made to the shipment line, a warning message displays at ship confirmation and you have a choice to continue or stop the transaction. This is true for kit components as well as standard items.
  • When you choose Information as the Shipment Set Behavior, if any quantity changes are made to the shipment line, the change is accepted and the transaction processes without issue. This is true for kit components as well as standard items.

Shipping Parameter - Shipment Set Behavior

Also consider enabling the Enforce shipment sets shipping parameter. With this parameter enabled, the system assures that all lines in a shipment set are picked together. This isn't a required setup, but it has proven beneficial to companies that want to keep the shipment set intact from picking through shipping.

Shipping Parameter - Enforce Shipment Sets

NOTE: Before update 23A, you couldn't set the Pick Component and Internally Transferable attribute values to Yes when the Shippable and Stocked attribute values were set to No for an item. After update 23A, you can set the attribute values accordingly so you can add your kit items to transfer orders.

Key Resources

Access Requirements

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 Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
    • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Create Supply Request (DOS_CREATE_SUPPLY_REQUEST)
    • Manage Inventory Transfer Order (INV_MANAGE_INVENTORY_TRANSFER_ORDER)
    • Manage Shipments and Shipment Lines (WSH_MANAGE_SHIPMENT_AND_SHIPMENT_LINE)

Improve Reservation Performance for Orders with Order Lines in a Ship Set

Improve the performance of the reservation step in your sales order orchestration by letting the application sort items for order lines in a ship set. This change reduces contention and deadlock situations.

With this update, you can now create and enable the INV_RSV_SORT_BY_ITEM profile option, which improves performance for orders with order lines in a ship set.

NOTE: This feature was also made available in the January 2023 monthly update of 22D.

Steps to Enable

To create the profile:

  1. In the Setup and Maintenance work area, go to the Manage Profile Options task. In the Task panel, click Search, and then search for Manage Profile Options.
  1. Click the Manage Profile Options task.
  1. On the Manage Profile Options page, click the + icon. On the Create Profile Option page:
    1. Enter INV_RSV_SORT_BY_ITEM for the profile option code.
    2. Enter Inventory Reservation Performance Tuning for the profile display name.
    3. Select Inventory Management for the application.
    4. Select Inventory Management for the module.
    5. Enter Current Date for the start date.
    6. Click Save.
  1. Update the profile option levels.
    1. Check the Enabled and Updateable check boxes for Site level.
    2. Click Save and Close.
  1. In the Setup and Maintenance work area, go to the Manage Inventory Profile Options task:
    1. Offering: Manufacturing and Supply Chain Materials Management
    2. Functional Area: Inventory Management
    3. Task: Manage Inventory Profile Options
  1. On the Manage Inventory Profile Options page, enter these values:
    1. Enter INV_RSV_SORT_BY_ITEM for the profile option code and click the Search button.
    2. Select the profile option and go to the profile values.
    3. Choose Site for the profile level and enter Y as the profile value.

Key Resources

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

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.

Optimize Processing Time for Inventory Transactions REST Resource    

Prior to this update, when payload sizes were very large for the Inventory Transactions REST resource, a lot of objects were created which resulted in stuck threads and memory issues. To optimize performance, we've introduced a new profile option that lets you restrict the input payload size when providing serial numbers, lot numbers, or items in the input payload of the Inventory Transactions REST resource. The number of records that you enter shouldn't be more than the value specified for the INV_TXN_INTF_PAYLOAD_LIMIT profile. When the amount of serial numbers, lot numbers, or items entered in the input payload are in excess of the value specified in the INV_TXN_INTF_PAYLOAD_LIMIT profile, you receive an error message letting you know that you need to reduce the number of records to less than or equal to the profile value. 

Use the Manage Profile Options task in the Setup and Maintenance work area to set up this profile option. Then use the Manage Inventory Profile Options task in the Setup and Maintenance work area to define the site and user for the new profile option.    

Oracle reference: 34474171

Search and Create Reservations for Unreleased Sales Orders with Different Source System Order Numbers    

Prior to this update, you couldn't search for a reservation or create a reservation for an unreleased sales order using a source system order number on the Manage Reservations and Picks page or Create Reservations page that was different from the order number in Oracle Fusion Cloud Order Management. This is because when the reservation is created with FBDI, it uses the source system order number which is different than the Oracle Order Management order number. Let's say the source system order number is LEG01 and the Oracle Order Management order number is 50001. Now with this update, you can search for and create reservations for unreleased sales orders using the source system order number which is LEG01 on the Manage Reservation and Picks page and Create Reservations page.    

Oracle reference: 34355693

Display Data Correctly on Manage Item Quantities Page for Item Cross References Across All Organizations    

Prior to this update, when you searched data for a specific organization on the Manage Item Quantities page and then selected the View Item Cross References action in the search results, the View Item Cross References window showed item cross references across all organizations. With this update, the View Item Cross References window now only shows item cross references for the selected organization. If no organization is passed from the search criteria, then item cross references across all organizations are shown.    

Oracle reference: 34524580

Improved Performance when Importing Item Transaction Defaults

With this update, we've improved the performance of the Import from CSV File action for the Manage Item Transaction Defaults setup task in the Setup and Maintenance work area. Additionally, you can now update the subinventory and locator for an existing item transaction default record using the Import from CSV File action.

Oracle reference: 34853538

Steps to Enable

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

Shipping

Ship More Than Secondary Requested Quantity Using Quick Ship

When shipping dual unit of measure (UOM) controlled items with a variable secondary UOM, you need the ability to ensure that the actual secondary shipped quantity is accurately recorded. Prior to this update, when using the quick ship flow to send out dual UOM controlled goods, you could only enter a secondary shipped quantity that was less than or equal to the secondary requested quantity. Now, you can enter a secondary shipped quantity that is greater than your secondary requested quantity as long as the entered quantity is within the specified deviation factor when using the quick ship flow.

For dual UOM items, set up the positive and negative deviation factor on the Overview tab of the Edit Item page, which is accessed from the Manage Items task in the Product Information Management work area. If you opt in to this feature, then the validation for the secondary shipped quantity to be less than the secondary requested quantity is relaxed for the quick ship flow on the Manage Shipments and Manage Shipment Lines pages. This new feature provides you with the ability to enter the secondary shipped quantity within the deviation limits as defined by the deviation factors for the item, and also ship the line for the quick ship flow.

Edit Item

Manage Shipment Lines

On the Manage Shipments page or the Manage Shipment Lines page, when you enter the secondary shipped quantity outside the deviation limit, an error message displays in a quick ship flow. You can then either enter the correct secondary shipped quantity within the defined deviation limit or change the shipped quantity according to the requirement.

Manage Shipment Lines

This feature ensures you can accurately enter the actual secondary shipped quantity when using the quick ship flow to rapidly send out shipments from your warehouse.

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 23C

Tips And Considerations

  • This feature is applicable for quick ship flows for dual UOM items only.
  • Quick ship must be enabled for the organization on the Manage Shipping Parameters page.
  • You can enter a secondary shipped quantity that's within the deviation limits set up on the items.
  • Perform ship confirm for a shipment in a quick ship flow after you enter the shipped quantity and secondary shipped quantity for the dual UOM items.

Key Resources

Access Requirements

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 Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
    • Shipping Manager (ORA_WSH_SHIPPING_MANAGER_JOB)
    • Shipping Agent (ORA_WSH_SHIPPING_AGENT_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Manage Shipments and Shipment Lines (WSH_MANAGE_SHIPMENT_AND_SHIPMENT_LINE_PRIV)

Selected Shipping Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Shipping 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.

Allow Generate Shipment Request Process to Send Nonreservable Item to an External WMS or 3PL    

Prior to this update, when the Reservation Behavior for Integration to External Systems shipping parameter was set to Fully reserved lines or Partially reserved lines, the Generate Shipment Request process didn't support sending items with the Reservable attribute set to No. With this update, the Generate Shipment Request process now sends shipment lines with nonreservable items to the external execution system. For nonreservable items, the process doesn't check material availability before sending shipment lines to the external execution system.    

Oracle reference: 34424548

Remove the Relationship Type Check in the Shipment Services Contact Validation    

Before this update, the Shipment Line Change Requests REST Service, Material Shipment Line SOAP service, and Perform Shipping Transaction scheduled process had contact validation that checked if the relationship type between the Contact and Customer was Contact-Of. This validation caused issues when shipment lines had contacts with a different relationship type. With this update, we removed the relationship type check, and now only validate for the relationship between the customer and the contact.    

Oracle reference: 33510008

Steps to Enable

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

Receiving

Receive Your Ordered Goods and Services on Mobile or Other Devices Using the Responsive Self-Service Receiving Application

You can now create a receipt anytime and anywhere with just a few taps on your mobile. Additionally, with the responsive self-service receiving application, you can seamlessly enjoy the same improved user experience on your tablet or desktop.

Enhanced search capabilities let you search across multiple document types including purchase order, transfer order and advance shipment notice (ASN). You can use the predefined search filters to quickly identify your orders to receive. Based on your organizations receiving process, you can receive your items immediately with a single tap on your mobile, or you can choose to add information such as attachments. After performing a receipt, you can easily search for your receipt and perform actions such as updating the receipt quantity or returning items to a supplier.  

Features available in this update of the Responsive Self-Service Receiving Application include:

  • Responsive Application

    Self-Service Receiving is built as a responsive application allowing you to view the page from various devices. Whether you are using a mobile, tablet, or desktop device, the screen appearance dynamically changes based on the screen size and orientation of the device being used to view it. This image depicts the Self-Service Receiving Application rendered in a tablet and mobile device.

Responsive Application (Tablet and Mobile)

Watch a Demo.

  • My Receipts (New)

    The My Receipts (New) navigation menu entry has been introduced allowing you to quickly access the Responsive Self-Service Receiving Application. Tapping on the My Receipt (New) navigation entry takes you to the Orders to Receive page. This is the main landing page where you can search for your orders and receive your items.

NOTE: Please see the Roles and Privileges section for details on how to provide users access to the My Receipts (New) navigation menu item.

My Receipts (New)

  • Orders to Receive

    On the Orders to Receive page, you can search for your orders across requisitioning business units provided you have the appropriate requisitioning business unit data access. You can search for your orders by a variety of attributes such as item, requisition, supplier, purchase order, transfer order, shipment, and so forth. Smart filters (Chips) are provided allowing you to quickly search on predefined search attributes such as expected date, document type, and item. Once you select a specific chip, it displays in the search fields and the search results are filtered accordingly. A navigation bar is displayed at the bottom of the page enabling you seamlessly switch between the Orders to Receive and My Receipts pages.

You can receive orders expected in the past, expected today, and expected in the future. Orders to receive expected in the past are displayed for the past 30 days. A badge displays on the card indicating if the order has been partially received. Additionally, you can view the expected date of the order, item, item description, source document, supplier, and quantity or amount. You can receive document types including purchase order, transfer order, and ASN. Lastly, you can receive amount based and description based purchase orders.

Orders to Receive

  • Search

    Use the new elastic-based smart search that supports additional searchable attributes, built-in fuzzy matching, and enhanced relevance ranking of search results. This provides a more powerful search experience with more potential matches compared to the web-based application. You can refine your search results by adding more than one keyword. The application shows you automatic search suggestions based on your recent search history. A single search will search across source documents such as purchase orders, transfer orders, and advance shipment notices. 

Search

  • Smart Filters (Chips)

    Smart filter-enabled pages include a single search field at the top of the page with filters that display as suggestion chips. Smart filters also include counts showing how often a specific value occurs. For example, the item chip will show how often a specific item occurs in the search results. 
    • Item: Filter by item 
    • Document Type: Filter by document type of purchase order, transfer order, and ASN
    • Expected Date: Filter by start date and end date
    • Exclude 2-Way Match Orders: Include or exclude 2-way match orders
    • Expected today: Filter orders expected today
    • Expected in the past: Filter orders expected in the past

Smart Filter (Filter Chips)

  • Receive Now

    You have the ability to immediately receive your orders by tapping on the Receive Now button. You can quickly receive your orders without having to enter specific details about your receipt. In the event you need to enter additional receipt details, you can tap the Receive with Details icon to the right of the Receive Now button. Once you've performed the Receive Now action, you're presented with a toast confirmation message indicating that the receipt has been successfully created. The toast confirmation message provides the receipt number, item description, and link to view the receipt. Tapping on the View Receipt link takes you to the My Receipts page where you can view the newly created receipt.

Receive Now

Watch a Demo.

  • Receive with Details

    Based on your organizations receiving process, you may need to view details associated with the order, or modify or enter additional information when performing a receipt. For example, you can adjust the receipt quantity or enter attachments such as an invoice or packing slip. In such cases, you should use the Receive with Details action. Tapping this button opens the New Receipt page allowing you to enter additional details when performing a receipt.

NOTE: Please see the Tips and Considerations section on how to configure the Blind Receiving for Self-Service Procurement Enforced profile option to display the Receive Now or Receive with Details as the promoted button.

Receive with Details

  • New Receipt

    The New Receipt page is segmented into several regions letting you view and enter comprehensive information for your receipt. 
    • Add details of your receipt: View and modify the receipt quantity and item UOM.
    • Attachments: Add files and URLs such as an invoice or packing slip.
    • Receipt details: Enter details such as tracking number, packing slip, notes, and receipt date. The tracking number defaults from the ASN if provided by the supplier. The receipt date automatically defaults to the current date, but it can be modified if required.
    • Additional information: Enter descriptive flexfield information associated with the receipt.
    • More details: View details of the order including purchase order, transfer order, shipment, unit price, project number, and so forth.
    • Manufacturer details: View the manufacturer and manufacturer part number associated with an item.

Once you have entered the receipt details, tap the Create button at the bottom of the page to create your receipt. You will receive a confirmation toast message displaying the associated receipt number.

NOTE: Please see the Tips and Considerations section on how to configure the Display Item Unit Price in Self-Service Receiving profile option to display an item's unit price.

New Receipt

  • My Receipts

    Once you have successfully created your receipt, you can view it on the My Receipts page. A navigation bar displays at the bottom of the page allowing you to navigate between the Orders to Receive and My Receipts pages. Within the My Receipts page, you have the ability to search on a variety of attributes such as item, receipt number, purchase order, transfer order, supplier, and so forth. Smart filters are provided allowing you to further refine your search. Clicking on the card lets you view the details of your receipt. 

My Receipts

  • Update Receipt

    You have the flexibility to update the receipt quantity. For example, the receipt quantity may have been entered incorrectly and there's a need to update the receipt quantity. Additionally, you can specify the date the receipt quantity was revised. The Revised Quantity and Date Revised fields honor all quantity and date validations.

Update Receipt

Watch a Demo.

  • Return Receipt

You can return a receipt to the supplier if needed. For example, the supplier may have shipped an incorrect item or the item was damaged. When creating a return, you can specify the return quantity, reason, RMA, return date, and notes. You can also select whether a debit memo should be created for the supplier return transaction. The Return Quantity and Return Date fields honor all quantity and date validations.

Return Receipt

Watch a Demo.

The application's responsive design makes the self-service receiving process easy, quick, and flexible. Whether your organization uses a mobile, tablet, or desktop device, the screen appearance dynamically changes based on the screen size and orientation of the device being used. If receiving items or services are common and critical to your business, the new Self-Service Receiving Responsive Application has these benefits:

  • Quickly search for your orders to receive by using enhanced search capabilities such as smart filters, fuzzy matching, and search relevance ranking
  • Flexibility to receive multiple document types including purchase order, transfer order, and advance shipment notice
  • Receive items immediately using Receive Now or enter receipt details using Receive with Details
  • Resolve receipt exceptions immediately with the ability to update received quantities and return received items to suppliers

Steps to Enable

Provide the required access before using the feature. Details are in the Access #Requirements section.

Offering: Procurement

Ensure that you have the Supply Chain Application Administrator or Procurement Application Administrator role before performing these steps to complete the initial ingestion of existing orders and receipts into the index and enable search. New orders and receipts created after these steps are automatically inserted into the search index.

  1. Log in as the Supply Chain Application Administrator or Procurement Application Administrator user.
  2. Navigate to Tools > Scheduled Processes, and then click Schedule New Process.
  3. Search and select the process name: ESS job to create index definition and perform initial ingest to OSCS.

Parameter values for index name to reingest:

  • fa-scm-rcv-expected-po-receipts
  • fa-scm-rcv-expected-asn-receipts
  • fa-scm-rcv-expected-to-receipts
  • fa-scm-rcv-transactions

NOTE: If you don't specify any index names while submitting the process, the process runs for all predefined indexes. We highly recommended that you create indexes for the index names listed here.

Tips And Considerations

While we have taken every measure so that you can install and run this application as seamlessly as possible, consider these points to use the application to its full potential.

  • My Receipts (New):
    • To access the new My Receipts (New) navigation entry point, you must configure roles that contain the Receiving Self Service Responsive Application User Duty (ORA_RCV_RECEIVING_SELF_SERVICE_PWA_USER_DUTY) duty role.
  • Receiving profile options:
    • Blind Receiving for Self-Service Procurement Enforced: A profile value of No indicates that the Receive Now button displays as the primary action on the Orders to Receive page. An icon displays allowing you to Receive with Details. A profile value of Yes indicates that the Receive with Details button displays as the primary action on the Orders to Receive page. The Receive Now button won't be displayed.
    • Display Item Unit Price in Self-Service Receiving: A profile value of No indicates that the item's unit price won't display on the New Receipt page. A profile value of Yes indicates that the item's unit price will display on the New Receipt page.
  • In the Manage Administrator Profile Values task, confirm the values for these profile options:
    • Confirm that the Enable/Disable Search Ext Framework (ORA_FND_SEARCH_EXT_ENABLED) profile is set to Yes.
    • Confirm that the Row fetch count for initial ingest process (ORA_FND_SEARCH_FETCH_COUNT) profile is set to 100.
  • Perform initial ingest:
    • You must perform the initial ingest, which requires submitting the scheduled process job to create index definition and perform the initial ingest to Oracle Search Cloud Service (OSCS). This process ingests purchase order expected receipts, transfer order expected receipts, advanced shipment notice expected receipts, and receiving transactions. This is a prerequisite step to search and receive orders in Self-Service Receiving.
  • Ingest receiving search indexes:
    • The Ingest Receiving Search Indexes scheduled process is used to ingest receipts performed outside of the Self-Service Receiving Responsive Application. For example, a receipt can be created through the Receiving Receipt Import FBDI, Receiving Receipt Requests REST API, or the existing Receive Expected Shipments page. In these cases you need to run this scheduled process to ensure your receipts are ingested. Additionally, inbound shipments such as advance shipment notices (ASN) and transfer order shipments can be created. In these cases, you also need to run this scheduled process to ensure your inbound shipments are ingested. It's recommended to run this process frequently to ensure your receipts and shipments are ingested in a timely manner. Receipts created through the Self-Service Receiving Responsive Application are ingested automatically.
  • Return reason list of values is null:
    • To configure supplier return reasons, navigate to the Manage Inventory Transaction Reasons setup task. When defining a new transaction reason, select Supplier return as the reason type.
  • Features not available in this update:
    • Receipt of inventory and work order destination types
    • Receive orders on behalf of others

Key Resources

  • Oracle Fusion Cloud SCM: Using Inventory Management guide, available on the Oracle Help Center

Access Requirements

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

  • To give people access to this feature, you need to configure roles that contain the duty role listed below and assign them to users:
    • Receiving Self Service Responsive Application User Duty (ORA_RCV_RECEIVING_SELF_SERVICE_PWA_USER_DUTY)
  • To set up this feature, you'll need this predefined job role, or a configured job role that contains this privilege:
    • Predefined job role name and code:
      • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
      • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN)
      • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
    • Privilege name and code for configured job roles:
      • Ingest Receiving Search Indexes (RCV_INGEST_RECEIVING_SEARCH_INDEXES_PWA)

NOTE: The Self Service Responsive Application User Duty (ORA_RCV_RECEIVING_SELF_SERVICE_PWA_USER_DUTY) duty role is not delivered as a seeded role. You must configure roles that contain the Receiving Self Service Responsive Application User Duty duty role.

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.

Remove Automatic Delivery of ASN Created for Expense Destination Purchase Order with One-Time Address    

Currently, an ASN creation for an expense destination purchase order that contains a one-time address results in the automatic creation of a receipt, and delivery to the location. This enhancement addresses the behavior and now such ASNs need to be physically received and put away too. With this update, an ASN creation for an expense destination purchase order with a one-time address is no longer automatically received and delivered.    

Oracle reference: 34461381

Prevent Overreceipt of Quantities When a Negative Correction is Performed on Return to Supplier Transaction    

Prior to this update, a purchase order schedule involving two receipts and a return to supplier transaction resulted in the overreceipt of quantities when a negative correction was performed on the return to supplier transaction. Update 23A prevents the overreceipt of purchase order quantities during the negative correction on the return to supplier transaction.    

Oracle reference: 34507611

Display Location Name Correctly for Receiving Location Field on Receipt Summary Page    

Prior to this update, the Receipt Summary page in Oracle Receiving displayed the location description for the Receiving Location field incorrectly. With this update, the location name now displays correctly for the Receiving Location field. This is consistent with other Receiving pages.    

Oracle reference: 34632134

Steps to Enable

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

Intrastat

Selected Intrastat Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Intrastat 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.

Generate PDF Version Correctly for the Intrastat Collection Validation Report    

Prior to this update, if the content of the Intrastat Collection Validation Report occupied more than nine pages, no report was generated. We've updated the layout of the report so that you can now print more than nine pages of content without any issues. The page number section of the report also now displays correctly.    

Oracle reference: 33581064

Steps to Enable

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

Product Recall Management

Generate OTBI Reports for Product Recall Management

Use the new Product Recall Management Real Time subject area in OTBI to analyze the recall to disposition cycle of a product in the supply chain.

With this subject area, you can get insights into:

  • The product recalls originated from different manufacturers and distributors for different item categories
  • Traceability of affected goods in different locations in your organization 
  • Disposition action taken on those affected goods

You can compare the estimated recall quantity, on hand quantity and count quantity for each item or lot in every location to ensure the accuracy of the quarantine process. You can also measure the efficiency of your organization in resolving these product recalls by analyzing the aging of recall notices and the lead time for each recall task by department or organization.

These are the metrics and dimensions with different attributes available under this new subject area.

Subject Area Dimension Metrics
Product Recall Management Real Time
  • Recall Notice Header
  • Recall Notice Line
  • Recall Notice Lots
  • Recall Notice Serials
  • Recall Task
  • Trace Details
  • Disposition Details
  • Count of Recall Notices
  • Count of Recall Notice Lines
  • Average Lead Time of Recall Task
  • Estimated Quantity
  • Current On Hand Quantity
  • Count Quantity

Creating reports using this new subject area helps the organization to improve their efficiency in managing product recalls with more accuracy thereby reducing the overall recall to disposition cycle time.

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).

Key Resources

Access Requirements

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

Cost Management

Review Cost Accounting Distributions Using the Enhanced and Performant User Interface

Use focused search options to quickly review cost transactions. The search results are organized in logical tabs for a more usable and performant search experience.

  • Use the new focused search by options to quickly search and review transactions: 
    • Classic Search: Same as existing. Customers with high volume of data may find the other focused search options better suited to their needs.
    • Reference Number: Search transactions by reference number such as, purchase order, transfer order, sales order, work order, or transaction reference. Optionally, you can use transaction date to limit search results.
    • Item Number: Search transactions by item number for a costing period. Optionally, you can use transaction date to limit search results when volume of data is high.
    • Costing Status: Search for transactions in error or not processed status for a costing period.
    • Transaction Type: Search for transactions in a date range and, optionally, filter by transaction type.
  • When searching transactions by focused search options, the search results are logically segregated across the following tabs for better usability and performance: 
    • Cost Transactions: View inventory and and inter-company physical and logical transactions.
    • Cost Adjustments: View manual or automatic cost adjustments to receipt costs and inventory value. 
    • COGS Transactions: View COGS recognition transactions.
    • Work Order Transactions: View resource, operation scrap, and work in process job close transactions.

Review Cost Accounting Distributions - Enhancements

  • Run predefined, Cost Distribution Details Report from Scheduled Processes work area for viewing bulk transaction and distribution information:
  • The report provides a list of all cost distributions and accounting information such as accounting line type, account and accounted amount along with basic transaction information in a spreadsheet friendly format.

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 23C

Tips And Considerations

  • This opt-in expires in update 23C and the enhanced Review Cost Accounting Distributions page introduced in update 23A will become the default page for all customers.
  • Use of focused search by options is recommended because it should provide better performance and experience for high volume data use cases and even for normal data volumes.
  • The search works on the basis of transaction date. If you have backdated transactions in a prior period with cost date in current period, you may have to run the report for the appropriate transaction date to review transaction data.
  • Where applicable, always try to search within the context of a costing period and provide specific transaction date range within a period to get faster results.
  • The report also supports exporting data in CSV format to support high volume distribution reporting.
  • Use the out of the box Oracle Transactional Business Intelligence (OTBI) and BIP reports for reviewing cost distribution information.

Key Resources

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

Access Requirements

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:
    • Review Cost Accounting Distributions (CST_REVIEW_COST_DISTRIBUTIONS)

Use Enhanced Cost Accounting OTBI Subject Area to Report on Additional Transaction Attributes

Report and analyze your transactions using these additional transaction attributes in the respective subject areas in Oracle Transactional Business Intelligence (OTBI).

OTBI Subject Area

Level (Folder)

Attributes

Cost Accounting Real Time

Inventory Transaction Details

  • Transaction Source
  • Source
  • Transaction Reference
  • Created By
  • Creation Date
  • Last Updated By
  • Last Updated Date

Cost Transaction Details

  • Primary Quantity
  • Secondary Transaction Quantity
  • Transaction UOM
  • Primary UOM
  • Secondary Transaction UOM

Standard Cost Real Time

Item Cost Details

Cost Source

Item Cost Real Time

Item Cost Details

Cost Source

You can use the new Inventory Transaction Details attributes level in the Cost Accounting Real Time subject area to report and analyze your transactions. For standard costed items, you can use the Cost Source attribute to identify whether the cost considered for costing the transaction is defined by the user using the Create Standard Cost page or file-based data import (FBDI) or is calculated by the Roll up Costs process.

  • Report and analyze your transactional data for a dual UOM-enabled item using:
    • Primary and secondary transaction quantity
    • Primary and secondary UOM codes
  • Create reports using the new inventory transaction attributes.
  • Report and analyze the cost source for standard costed items.

Steps to Enable

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

Key Resources

  • Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management Guide, available on the Oracle Help Center
  • Oracle Supply Chain Management Cloud: Subject Areas for Transactional Business Intelligence in SCM Guide, available on the Oracle Help Center

Access Requirements

  • 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
    • Applications Implementation Consultant

Create a Standard Cost Scenario Using REST Service

Create and edit cost scenario header information using the Cost Scenarios REST service. You can use the REST service to automate the creation of cost scenarios, which can then be used to load item standard costs, resource rates, and overhead rates using file-based data import (FBDI).

When planning the costs and profit for your business, you can create cost scenarios using the REST service. Cost scenarios can be created through your integrations without logging into the cloud applications and used to:

  • Define component costs, resource rates and overhead rates using desktop spreadsheet integration.
  • Perform cost rollup by running the Roll Up Costs through integration.
  • Publish the costs to Cost Accounting by running the Update Standard Costs process through integration.

You can modify an existing cost scenario until the costs have been published for that scenario.

Steps to Enable

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

Tips And Considerations

  • Only cost scenarios of the type Regular Items can be created and edited using this REST service.
  • You can't delete cost scenarios with this REST service.
  • You can't update the rollup scope from All Items or Where Used, for existing cost scenarios, to Selected Items or Selected Item Categories. You should create a new cost scenario with the correct rollup scope using the REST service. 

Key Resources

  • Oracle Supply Chain Management Cloud: REST API for Oracle Fusion Cloud SCM, available on the Oracle Help Center.
  • Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management Guide available on the Oracle Help Center.

Access Requirements

  • 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
    • Applications Implementation Consultant

Use Additional Subledger Accounting Sources in Cost and Receipt Accounting

Configure your subledger accounting rules and mapping sets using these additional sources.

Sources Source Type Event Class
Invoice Lines Descriptive Flex Fields Existing  Trade Cost Accounting
Purchase Order Lines and Distributions Descriptive Flex Fields New 

Receipt Accounting

  • Consigned Receipt Accrual
  • Consigned Trade Accruals
  • Logical Receiving
  • Receiving

Cost Accounting

  • Consigned Cost Accounting
  • Consigned Cost Adjustment
  • Invoice Price Clearing
  • Trade Cost Accounting
Transfer Order Destination Type New 

Receipt Accounting

  • Trade Receipt Accounting
  • Trade Accruals
  • Transfer Order Receipts

Cost Accounting

  • Trade Cost Accounting
  • Intransit Interorganization Transfers
  • Intraorganization Transfers
  • Direct Intraorganization Transfers
Successor Business Unit Existing Trade Accruals

The new sources provide more options to create mapping sets, account rules, and description rules that match your business' requirements.

Steps to Enable

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

Tips And Considerations

To determine if the sources are mapped to the event class that you want to use:

  1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering.
  2. Search for and select the Manage Subledger Application Transaction Objects task in the Cost Accounting functional area.
  3. Select the event class and then click View Source Assignments.

Key Resources

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

Access Requirements

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
  • Applications Implementation Consultant

Use Predefined OTBI Reports Based on New Data Sources of the Cost Reports Processor

Analyze your item costs and in-transit inventory valuation using new predefined Oracle Transactional Business Intelligence (OTBI) reports that use the new data sources of the cost reports processor.

These new predefined reports use the new subject areas introduced as part of the cost reports processor data sources and work on the more performant cost reports processor data model. You can access the reports from the /Shared Folders/Supply Chain Management/Cost Management/Transactional Analysis Samples folder in OTBI.

  • Period Intransit Onhand Valuation Details

Displays the value of goods that are in transit at the cost element level for a specific period.

  • Period Intransit Onhand Valuation Summary

Displays the value of goods that are in transit at the item element level for a specific period.

  • Periodic Average Cost Details

Displays the item cost at the cost element level based on the periodic average cost method.

  • Perpetual Average Cost Details

Displays the item cost at the cost element level based on the perpetual average cost method.

  • Transaction Cost Details

Displays the break-up of the item cost by cost element at the transaction level. Useful for actual cost method. Can also be used to review transaction costs for other cost methods.

  • Standard Cost Details

Displays the item cost at the cost element level based on the standard cost method.

  • Standard Cost Details (Onhand Impact)

Displays item valuation based on the standard cost.

  • Standard Cost Details (Estimated PPV Impact)

Displays item valuation along with the purchase price variance based on the standard cost.

  • Standard Cost Details (Estimated PPV Impact with PO Details)

Displays item valuation along with the purchase price variance and purchase order details based on the standard cost.

  • Compare Standard Cost (Different Books)

Displays the comparison of standard cost at the cost element level between two different cost books.

  • Compare Standard Cost (Scenario to Scenario)

Displays the comparison of standard cost at cost element level between two different cost scenarios.

  • Compare Standard Cost (Scenario to Published Cost)

Displays the standard cost comparison between a cost scenario and the published cost.

Steps to Enable

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

Tips And Considerations

  • The predefined OTBI reports which will become obsolete in update 23B and the corresponding equivalent introduced in this update are listed here:

    Subject Area New OTBI Reports (Update 23A) Obsolete OTBI Reports (Update 23B)
    Period Intransit Inventory Valuation Real Time Period Intransit Onhand Valuation Details  Intransit Onhand Valuation Details
    Period Intransit Inventory Valuation Real Time Period Intransit Onhand Valuation Summary  Intransit Onhand Valuation Summary
    Periodic Average Cost Real Time Periodic Average Cost Details Item Cost Details  
    Perpetual Average Cost Real Time Perpetual Average Cost Details Item Cost Details  
    Transaction Cost Real Time Transaction Cost Details  Item Cost Details  
    Standard Cost Real Time Standard Cost Details Item Cost Details   
    Standard Cost Real Time Standard Cost Details (Onhand Impact) Item Cost Details Report (Onhand Impact)  
    Standard Cost Real Time Standard Cost Details (Estimated PPV Impact) Item Cost Details Report (Estimated PPV Impact)   
    Standard Cost Real Time Standard Cost Details (Estimated PPV Impact with PO Details) Item Cost Details (Estimated PPV Impact with PO Details)
    Standard Cost Real Time Compare Standard Cost (Different Books) Compare Item Cost (Different Books)   
    Standard Cost Real Time Compare Standard Cost (Scenario to Scenario) Compare Item Cost (Scenario to Scenario)   
    Standard Cost Real Time Compare Standard Cost (Scenario to Published Cost) Compare Item Cost (Scenario to Published Cost)   
  • The new reports use the new data sources of the cost reports processor. You must, therefore, run the cost reports processor regularly using a schedule. If runtimes are reasonable, you can include the cost reports processor within the same run control for the Create Cost Accounting Distributions process to always have real time data in your reports.

Key Resources

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

Access Requirements

  • Users who are assigned the following predefined job roles are automatically able to access this feature:
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT) for Cost Accounting

Perform On-Demand Cost Rollup for Configured Items

Roll up and publish standard cost updates for purchased and manufactured configured items whenever the component costs or resources change. You can also perform a cost rollup for a configured item without a work order.

With the new rollup scopes available for cost scenarios of the type configured items, you can achieve the following:

  • Establish accurate costs of your configured items when the component costs and labor rates fluctuate.
  • Accurately value the inventory at any point in time.
  • After costing the transactions, accounting doesn’t reflect any incorrect variances.
  • Simulate costs by rolling up the costs for manufactured configured items without a work order.

Define Rollup Scope When Creating Cost Scenarios of Type Configured Items

When creating cost scenarios for configured items, you can set the rollup scope to one of the following options:

  • Unprocessed Purchase Orders and Work Orders – This default rollup scope indicates that the Roll up Costs process will calculate costs of manufactured configured items and procured configured items if new work orders and purchase orders get generated, respectively. If you set the roll up scope to this option, you can also schedule the Roll up Costs process to run on a recurring basis.
  • Selected Items – You can select the configured items or base models whose costs need to be rolled up. When you select a base model, the costs of all configured items associated with the base model get rolled up.
  • Selected Item Categories – You can select the item categories of configured items whose costs need to be rolled up.
  • Where Used – You can roll up the costs of configured items that use a particular component or resource. This rollup scope is useful when you know the components and resources whose costs have undergone changes and impact the costs of the configured items.

Steps to Enable

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

Tips And Considerations

Upgrade considerations:

  • All cost scenarios of type configured items that are created prior to upgrade will have the rollup scope set to the Unprocessed Purchase Orders and Work Orders option. Any cost that’s already calculated for such cost scenarios won’t be recalculated.
  • For any cost scenario of type configured items, if the costs are rolled up but not published prior to upgrade, then the state of such cost scenarios will be reset to Redo Cost Roll Up Required after the upgrade.

Key Resources

Access Requirements

  • 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
    • Applications Implementation Consultant

Apply Budgetary Control on Internally Sourced Requisitions Expensed to Projects

Check for funds availability, reserve funds against project control budgets, and account encumbrances, if applicable, when you raise internally sourced requisitions that are expensed to sponsored and nonsponsored projects. You can create internal requisitions for expense destination items and charge the transfer cost to the project by including project costing details in the distribution, but you must check funds availability before submitting the requisition. If budgetary control applies to your transaction, funds are reserved as a commitment either on approval or submission, based on the reservation point of the ledger and business unit budgetary control options.  On receipt of the transfer order, the Create Receipt Accounting Distribution process reserves the receipt cost and liquidates the commitments.  The Import cost process liquidates the receipt reservation and reserve funds, and imports the transfer order costs from the Supply Chain Inventory Receipts application as project costs. For sponsored projects, you can view control budget balances on the Manage Awards page, and for nonsponsored projects, you can use the Budgetary Control Analysis Report.

These screenshots illustrate the feature.

  1. For the Requisition transaction type, Project internal material transfer to expense subtype transaction type, enable the Budgetary Control and Encumbrance Accounting option.

  1. Create requisition for expense destination with project costing details.

  1. After the transfer order is shipped and received, and the transfer order receipts are accounted in Oracle Supply Chain Receipt Accounting, import and review transfer order costs as project costs.

Transfer Order Delivery Costs Imported as Project Costs and Viewed on the Manage Project Costs Page

Funds Reservation Details for Project Costs

View Project Control Budget Balances for Sponsored Projects

You can enable budgetary control and encumbrance accounting for the project internal material transfer to expense transaction subtype to:

  • Track funds availability and funds consumption on critical project control budgets.
  • Check for funds availability for internal material transfer requisitions that are expensed to projects.
  • Track and account encumbrances on internal material transfer requisitions expensed to projects.

Steps to Enable

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

Offering: Manufacturing and Supply Chain Materials Management

Feature: Project-Driven Supply Chain

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

Below are the additional steps needed to apply budgetary control on internally sourced requisitions expensed to projects:

  • Enable budgetary control for the ledger, business units assigned to the ledger, and the project accounting business function.
  • Enable the Project internal material transfer to expense transaction subtype in Manage Budgetary Control for the business function Requisitioning.
  • Additionally, ensure budgetary control is enabled for the receiving business function and the Receiving for internal expense transfer transaction type. This is also required for projects to perform the necessary budgetary control functions for these costs at the time of import to projects.
  • Two new journal line rules are added for the Project Costing subledger application. These are the new rules:
    • Same Line Project Encumbered Burden Cost Liquidation for Requisition for same line burdening enabled projects.
    • Separate Line Project Encumbered Burden Cost Liquidation for Requisition for separate line burdening enabled projects.

These new rules ensure relieving of burden encumbrances for the requisition, since receipt accounting only relieves the encumbrance for the raw costs. If your ledger is assigned with a user-defined subledger accounting method, add these new journal line rules to your Burden and Inventory journal rule sets and recompile your subledger accounting method for encumbrances to be accounted successfully for internal material requisitions expensed to projects.

Tips And Considerations

  • You can use this feature only for internal material transfer requisitions for expense destinations, with project costing details at the distribution level created in Self Service Procurement UIs.   
  • You can’t use this feature with requisition import (FBDI and Purchase Request Web Service) as requisition import doesn’t support internal material transfers.
  • You can use this feature in REST resources, and Responsive Self Service Procurement application. But notice that, when applicable, funds are reserved only after approvals are completed.
  • The requisition costs will be available as committed costs on the Manage Committed Costs page until the transfer order is received. After receipt of the transfer order is complete, the Manage Committed Costs page stops displaying these costs as commitments in projects and will also not be available as actual costs until these costs are imported into projects.
  • Budgetary control can be set for a project, project and top resource, or award and funding source segments. When a resource-level budgetary control is being used, resources for a project that are used in the internal material transfer requisitions can be defined in the resource hierarchy and budgeted to prevent fund reservation failures.   
  • If you enable budgetary control for the transaction ledger and business unit, then budgetary control validation is performed against project control budgets existing within the same ledger.   
  • Any changes to the budgetary control enablement for the Project internal material transfer to expense transaction subtype impact the budgetary control for existing transactions of this subtype.

Any adjustments to existing project costs that are internal material transfer to expense destination, and weren't originally budgetary controlled, become eligible for budgetary control in projects after budgetary control is enabled as outlined in the Steps to Enable section. Adjustments made to previously nonbudgeted project costs related to internal material transfers to expense destinations will only have newly adjusted amounts budgeted.

Key Resources

Access Requirements

  • Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:
    • Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR)
    • Shipping Manager (ORA_WSH_SHIPPING_MANAGER)
    • Shipping Agent (ORA_WSH_SHIPPING_AGENT)
    • Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST)
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
  • If you're maintaining your own configured job roles: no new privileges were introduced to support the Apply Budgetary Control on Internally Sourced Requisitions Expensed to Projects feature.

Selected Cost Management Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Cost 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.

Change to Roll Up Costs Process

With this update, the Roll up Costs process now uses the basis type of components and resources indicated in the manufacturing work definition, under the phantom subassembly, to calculate the costs of make items. The basis type can be:

  • Fixed: The component and resource won't be scaled up or down based on the costing batch output size from the work definition.
  • Variable: The component and resource will be scaled up or down based on the costing batch output size from the work definition.

Oracle reference: 34241155

Steps to Enable

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

Receipt Accounting

Use Enhanced Receipt Accounting OTBI Subject Area to Report on Additional Transaction Attributes

Report on additional transaction attributes using Oracle Transactional Business Intelligence (OTBI) when transacting in a secondary unit of measure. 

Dual UOM-enabled items can be costed in primary UOM or secondary UOM. You can now review transactions in the secondary quantities and UOM using these additional transaction attributes in Oracle Transactional Business Intelligence (OTBI).

OTBI Subject Area

Level (Folder)

Attributes

Receipt Accounting Real Time

Receipt Accounting Transaction

Secondary Transaction Quantity

Receipt Accounting Transactions Details
  • Secondary Transaction Quantity

  • Secondary UOM

Steps to Enable

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

Key Resources

  • Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management Guide, available on the Oracle Help Center
  • Oracle Supply Chain Management Cloud: Subject Areas for Transactional Business Intelligence in SCM, available on the Oracle Help Center

Access Requirements

Users who are assigned below predefined job roles are automatically able to access this feature:

  • Cost Accountant (ORA_CST_COST_ACCOUNTANT) for Cost Accounting
  • Receipt Accounting (ORA_CMR_RECEIPT_ACCOUNTING)
  • Applications Implementation Consultant

Preview Period End Accruals for Uninvoiced Receipts

The Create Un-invoiced Receipt Accruals process creates pairs of debit and credit accounting entries to accrue for purchase order receipts that are:

  • Designated as not to accrue at receipt
  • Receipt hasn’t been matched with an invoice in accounts payable

The receipt accounting distributions are staged in the Receipt Accounting subledger and posted to General Ledger only after you run the Create Accounting process. With this enhancement you can now monitor your uninvoiced receipt accrual amounts in preparation for period end by running the process in the Report accrual run mode. You can run the process in the Accounting accrual run mode to create final accrual distributions, preferably after you have closed accounts payable for the period ensuring the period end accruals accounted are for the same value that you’ve reviewed. Each time you run the Create Uninvoiced Receipt Accruals process, data is created for reporting and then you can review it by running the Uninvoiced Receipt Accrual Report.

You can run the Create Uninvoiced Receipt Accruals process in the Report mode multiple times during an accounting period, and preview the period end accrual amount from the report. If there was an accrual for a receipt that was uninvoiced before, but is now invoiced, the subsequent run of the process in the Accounting mode won’t consider the receipt for period end accrual as the receipt is now fully invoiced. If you run the process in the Accounting mode during the period, accruals are posted for uninvoiced receipts before period end. Subsequently, if there's an accrual for a receipt that was previously uninvoiced but is now invoiced, and you then run the process, additional accounting entries will be posted to adjust the prior accrual.

The parameters for this process are illustrated below. Additional parameters have been introduced to help you analyze the period end accrual amounts for all purchase orders or for purchase orders in a specific status.

Create Uninvoiced Receipt Accruals Process

  • Preview exactly what you have to accrue and for what amount, and helps you analyze your receipt accrual entries even before actual accounting in the period.
  • Provides you with complete flexibility and control for your period end accruals by having an option to include or exclude purchase orders in different life cycles.
  • Better period end reconciliation of the amounts reported and actually accounted in the ledger.

Steps to Enable

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

Tips And Considerations

  • Ensure all receiving transactions for goods and services you received during the period are interfaced to Receipt Accounting.
  • Enter and match all invoices you received during the period for your receipts and accrual entries.
  • By default, the Create Uninvoiced Receipt Accruals process only considers purchase orders that are open or in closed status for receiving to compute period end accrual amounts.
  • If you run the Create Uninvoiced Receipt Accruals process multiple times ensure that each run of the process is with the same period end accrual cutoff and accounting date.
  • The list of values for accounting period doesn't require the accounts payable period to be closed. However, it’s strongly recommended that the corresponding accounts payable period is closed before running the process in the Accounting mode.
  • Create a cost accounting profile option with the name CST_ENABLE_AP_PERIOD_STATUS_VALIDATION, to enforce the practice of allowing period end accrual to be booked only after the accounts payable period is closed.
  • Run the Uninvoiced Receipt Accruals Report after running the Create Uninvoiced Receipt Accruals process to analyze your uninvoiced receipts. The report shows the  data based on  the selection criteria with which the Create Uninvoiced Receipt Accruals process was run, thus ensures you know exactly what you accrue and for what amount.
  • The Create Uninvoiced Receipt Accruals process can be run as many items as you need. After you run the process in the Accounting run mode subsequent runs of the job can only be in the Accounting mode and the job can't be run in the Report mode.
  • Delete existing scheduled runs of the Create Uninvoiced Receipt Accruals process and create new schedules with the new parameters.

Key Resources

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

Access Requirements

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:
    • Cost Accountant (ORA_CST_COST_ACCOUNTANT)
    • Receipt Accounting (ORA_CMR_RECEIPT_ACCOUNTING)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • Create Uninvoiced Receipt Accruals (CMR_CREATE_UNINVOICED_RECEIPT_ACCRUALS)
    • Print Uninvoiced Receipts Report (CMR_PRINT_UNINVOICED_RECEIPTS_REPORT)

Fiscal Document Capture

Process Freight Fiscal Documents for Bookkeeping Purposes

Sometimes a freight service provider may additionally sub-hire other freight service providers for transportation purposes. In such scenarios, fiscal documents will not have the taxpayer information like the 'Ship From' and 'Ship To' details. This is because of the wide variation in the volume and destinations. These services are usually paid based on a standing contractual agreement. Therefore, they don't require subledger entries, for example, in payables and cost management like the regular freight acquisition flow fiscal documents. However, they require tax validation and fiscal compliance. To cater to this requirement, the regular freight acquisition fiscal flow is now enhanced to import, process, and capture such fiscal documents for Bookkeeping purposes only using the new 'Freight Bookkeeping' fiscal flow process.

You can have either the regular freight acquisition fiscal flow or a bookkeeping version or both.  There is no difference in the XML format of a regular freight acquisition fiscal document and the only bookkeeping fiscal document. If you want to use both options of the freight fiscal flow, then use the mapping set capability to specify the preference for flow identification.

Complete the following steps to define a preference for the automatic flow identification as part of the XML import flow.

  1. In the Setup and Maintenance work area, go to the following:
    • Offering: Manufacturing and Supply Chain Management
    • Functional Area: Receipt Accounting
    • Task: Fiscal Document Freight Fiscal Flow
  1. In the Value Set area, click Add.
  2. Select 'ORA_CMF_FREIGHT_FISCAL_FLOWS_VS’ and click OK. 
  3. Click Save. 

  1. In the Mappings area, click Add to map the Model, Business Unit Identifier and Freight Document Fiscal Flow.
  2. You can further refine this mapping by Receiver Taxpayer ID and Supplier Taxpayer ID.
  3. You can import and export to manage mass uploads of data.

 

Simplified freight fiscal document process flow allows you to capture FDs for only bookkeeping purposes for transactions that do not need accounting entries.

Steps to Enable

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

Tips And Considerations

  • Set the bookkeeping freight fiscal flow as active in the Manage Fiscal Flows page in fiscal document capture, before importing any freight fiscal documents that are for fiscal reporting purposes only.

  • Use the mapping set capability to streamline the automatic import of freight fiscal documents with minimal user intervention.
  • Do not add more than one value set to the mapping set. If you add more than one value set to the mapping set, then the fiscal documents fail to import through XML. 
  • You can define a generic mapping or a granular mapping using business unit, receiver taxpayer id, and supplier taxpayer id.
  • Mapping defined at a granular level is prioritized over a generic mapping during fiscal document processing. 
  • Avoid mapping same combination to multiple fiscal flows to ensure error free import, process, and capture of the freight XML document.

Key Resources

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

Access Requirements

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 configured job roles that contain these privileges are able to access this feature:
    • 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)
  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Fiscal Document Specialist (ORA_CMF_FISCAL_DOCUMENT_SPECIALIST)

Supply Chain Financial Orchestration

Recalculate Transfer Price in Split Shipments

Recalculate the new transfer price whenever a backordered shipment line is fulfilled or when drop ship receipts occur in partial quantities.

In certain business scenarios, sales orders are fulfilled in multiple partial shipments. For example, this situation could occur when the quantity ordered by your customer for an item is not fully available on the requested date or if your customer wants to ship a partial order because of constraints on their side. The order fulfillment duration may vary from days to months, depending on the business cycles. While the order gets fulfilled, the unit cost of the finished goods being shipped might change. The intercompany profit percentages between your business units could also be updated from time to time, resulting in a need to recalculate the transfer price of the shipments. With this feature, Oracle Supply Chain Financial Orchestration recalculates the transfer price for each shipment based on the cost and markup percentages applicable at the time of the shipment transaction and provides an accurate transfer price calculation based on the latest cost and setup data. Oracle Cost Management uses the recalculated transfer price to process the intercompany transactions of the sales order shipments.

For a referenced Return Material Authorization (RMA) flow, if all the forward shipments against a sales order line are performed after enabling this feature, Supply Chain Financial Orchestration uses the transfer price of the referenced forward flow transaction. Cost Management also reverses the related transition costs for the RMA.

Here's an example of how this feature works in an internal drop ship scenario.

  • Sales Order Line 1 has an ordered quantity of 2 items.
  • The shipment is split into two shipments: Shipment 1 and Shipment 2, with a shipment quantity of 1 item each.
  • Shipment 1:
    • Transfer Pricing basis: Cost plus markup (+10%)
    • Unit item cost in the shipping organization at the first shipment = $10
  • Shipment 2:
    • Transfer Pricing basis: Cost plus markup (+20%)
    • Unit item cost in the shipping organization at the second shipment = $12

Example: Internal Drop Ship Scenario

Here are the benefits that this feature offers:

  • Improves the accuracy of the transfer price that's recalculated using the latest item costs and financial orchestration setup data, such as markup percentages.
  • Provides accurate accounting for the referenced RMA.
  • Improves tracking and reporting for lines you fulfill in more than one shipment.
  • Increases intercompany accounting accuracy and avoids manual adjustments to true-up the intercompany accounting.
  • Calculates the transfer price by considering any updates to attributes in split sales order lines for partial shipments in Oracle Order Management.

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 23C

Tips And Considerations

  • This is a one-time opt-in feature. Once you opt in, you can't opt out. After you opt in, Supply Chain Financial Orchestration will always recalculate the transfer price for each shipment transaction.
  • Consider a scenario where you have a sales order line against which you've fulfilled partial shipments before enabling this feature. After you enable this feature, the cost will get averaged out for multiple shipments with different costs if they happen against the same fulfillment line. To avoid this, we recommend you use the Oracle Fusion Cloud Order Management update 23A feature, Update Attributes on Split Order Lines for Partial Shipments. With this feature, you can update the attributes on a sales order line that creates a new fulfilment line to process the remaining partial shipments. This Oracle Order Management feature helps you avoid the shipment cost from being averaged out and also avoid account balances in case you get an RMA against these shipments.

Key Resources

Access Requirements

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 Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) can automatically access this feature.
  • Users who are assigned the configured job roles that contain the Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV) privilege can automatically access this feature.