This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Feature | Notes |
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20 DEC 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security and New Features
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed.
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Optional Uptake of New Features (Opt In)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users in a couple of ways:
Access the Opt In page from the New Features Work Area
- Click the Navigator, and then click New Features (under the My Enterprise heading)
- On the New Features page, select the offering that includes new features you’d like to review
- Click Go to Opt In for any feature you want to opt in
- On the Edit Features page, select the Enable option for the feature, and then click Done
or... Access the Opt In page from the Setup and Maintenance Work Area
- Click the Navigator, and then click Setup and Maintenance
- On the Setup page, select your offering, and then click Change Feature Opt In
- On the Opt In page, click the Edit Features icon for any area that includes features you want to opt in
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
Column Definitions:
Features Delivered Enabled
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Action is Needed BEFORE Use by End Users 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. |
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Feature |
Report |
UI or |
UI or |
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Execute Project-Striped Supply Chain Without Project Financials |
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Cost Account Description-Based Purchases Directly Delivered to Maintenance Work Orders |
You need the ability to perform your supply chain activities in context of projects whenever you have to produce contract-specific goods and services of a specific quality on a specified schedule and budget. If you’re a manufacturing or a service company delivering goods and services on a project, you also want to invoice your customers based on terms of the contract, rather than the cost of goods and services.
Project-Driven Supply Chain is an end-to-end, integrated solution across supply chain and project management cloud applications. This solution supports business processes of both manufacturing and asset-intensive companies.
- Manufacturers can enhance their market share and profitability by offering servitized sales of differentiated products.
- Contract manufacturers can increase their margins by serving multiple contracts from the same plant without having to maintain project-specific organizations.
- Asset-intensive companies can use this solution to control project risks when building assets and also comply with regulatory requirements.
You can use the Project-Driven Supply Chain solution to manage your supply chain operations without having to create separate organizations for each project and capture supply chain costs as project expenditures.
In this update, the Project-Driven Supply Chain solution is comprised of 11 features. The first nine features are part of the Oracle Supply Chain Management Cloud applications, and the last two features are part of the Oracle Project Management Cloud applications:
- Segregate and Manage Project-Specific Inventory
- Receive Project-Specific Supply
- Pick Project-Specific Inventory
- Ship Project-Specific Inventory
- Transfer Project-Specific Inventory
- Purchase Project-Specific Inventory
- Execute Project-Specific Manufacturing
- Perform Project-Specific Maintenance
- Execute Project-Striped Supply Chain Without Project Financials
- Capture Project-Driven Supply Chain Material and Manufacturing Costs (Oracle Project Management Cloud feature)
- Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs (Oracle Project Management Cloud feature)
The ability to plan and execute supply chain operations by project enables your business to serve more than one project from the same set of plants and warehouses while maintaining project-specific material visibility and project-specific costing. The Project-Driven Supply Chain solution also enables you to track your overall schedule and budget and comply with the terms of contracts.
The Project-Driven Supply Chain features in Oracle Maintenance Cloud are described in this document.
Perform Project-Specific Maintenance
When the resources of an organization perform maintenance activities on several projects using project-owned material, and you want to capture all costs as project expenditures, you will use this feature of the Project-Driven Supply Chain solution.
With this feature, you can:
- Create project-specific maintenance work orders
- Issue components from common and project-specific inventory to the work order
- Send work order transactions and associated costs to project as expenditures
- Burden the costs in accordance with project contract
With this feature, you can compartmentalize your maintenance operations to serve multiple projects from a common set of resources in an organization. It enables companies to service multiple maintenance contracts on projects and invoice the customers based on the terms of the contract, rather than the cost of the maintenance work. It also enables asset builders to capture maintenance costs as capital expenditures on projects.
Here's the high-level process flow for this feature. The whole process involves the tasks across multiple work areas in Oracle Supply Chain Management Cloud. This document mostly covers the enhancements made in Oracle Maintenance Management Cloud to support the process.
Process Flow: Project-Driven Maintenance
CREATE PROJECT-SPECIFIC MAINTENANCE WORK ORDERS
You can create a work order that includes project and task details in the Project Details section of the work order. (Navigation: Maintenance Management > Manage Maintenance work orders)
Maintenance Work Order Page: Project Details
CHECK MATERIAL AVAILABILITY AND PICK MATERIALS BASED ON THE PROJECT STOCK
In the Material Availability Assignments page, you can search for work orders based on project number and task number and view the status of the material availability against each work order. (Navigation: Maintenance Management > Material Availability Assignments)
Material Availability Assignments page
WORK ORDER PICKING STATUS REPORT
Here's a screenshot of the picking status report for a work order. Note that the scheduled process is run with project number as the parameter. (Navigation: Maintenance Management > Pick Materials for Work Orders)
Maintenace Work Order Materials Picking Status report
ISSUE COMPONENTS FROM COMMON AND PROJECT-SPECIFIC INVENTORY TO THE WORK ORDER
On the Report Material Transactions page the project and task number are displayed in the header region and the value displayed is from the context maintenance work order. The Use Common Inventory check box for a component is selected based on the item setup, and if selected, the material is transacted from the common stock to the project-based maintenance work order. (Navigation: Maintenance Management > Report Material Transactions)
Report Material Transaction page with project details
CREATE PURCHASE ORDER FOR OUTSIDE PROCESSING SERVICES FOR PROJECT-BASED WORK ORDER AND INCLUDE THE PURCHASE ORDER IN WORK ORDER COSTS
In the purchase order created for the outside processing service for a supplier operation in the project-enabled maintenance work order, the purchase order line displays the project attributes from the maintenance work order. (Navigation : Manage maintenance Work Order > Edit Work Order > Review Purchased Item Details > Purchase Order Link)
Outside processing purchase order for a maintenance work order with project association
COMPLETE MAINTENANCE WORK ORDER
In the maintenance dispatch list you can search work order operations based on the project and task, then complete them. You can view the project number and task number in the search results as well. (Navigation: Maintenance Management > Maintenance Dispatch List)
Maintenance Dispatch List page
You can search for maintenance work order transactions using a project number and task number and view the project number and task number in the search results. (Navigation: Maintenance Management > Review Maintenance Transactions History)
Maintenance Transaction History page with project details
VIEW MAINTENANCE COST DISTRIBUTIONS WITH PROJECT DETAILS
Here are the scheduled processes used to transfer your work order transactions to costing:
- Transfer transaction from maintenance to costing
- Transfer transactions from inventory to costing
- Transfer transactions from receiving to costing
When the schedule processes are completed, you should run the cost processor to calculate the maintenance work order cost. Note that the project details are also transferred along with the transactions performed for the work order.
Review Cost Accounting Distributions page
SEND WORK ORDER TRANSACTIONS AND ASSOCIATED COSTS TO PROJECT AS EXPENDITURE
You can import costed and accounted transactions from supply chain as project expenditures into PPM. If the cost incurred against the project is a billable cost, you can bill your customer based on the percentage of completion or milestones achieved on the project. If it is a capitalizable cost, you can proceed to execute the capitalization flow. You can also allocate costs to other projects, project tasks, or accounts as appropriate.
Manage Project Costs page
For additional details refer to What's New documents for Capture Project-Driven Supply Chain Material and Manufacturing Costs and Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs features in the Project Management Cloud.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Manufacturing and Supply Chain Materials Management
Feature Name: Project-Driven Supply Chain
After you opt in, you must 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 Oracle Inventory Management What's New, update 20A.
Tips And Considerations
If your business does not require project-specific manufacturing costs to be sent to project financials, then you need to define Project Types in Project Management and identify the desired Project Types to be excluded from cost collections in Supply Chain Management.
If your business requires manufacturing costs to be sent to project financials, and you need to use item or resource-specific expenditure types, then you need to define and set up default expenditure types for items and resources.
Here are the screenshots that show the setup of default expenditure types for items and resources:
Edit Item UI
Edit item UI > Specifications > Item Organization > Inventory
Default expenditure type setup for items
Edit Resource UI
Default expenditure type setup for resources
For ease in picking material for project-specific manufacturing work orders, define pick slip grouping rules by project number and task number.
And finally, based on your business requirements, you can create project-specific accounting distributions using project attributes that are available as accounting sources.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Maintenance
Role Information
Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:
- Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
- Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB
- Maintenance Technician (ORA_MNT_MAINTENANCE_TECHNICIAN_JOB)
- Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)
- Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
- Buyer (ORA_PO_BUYER_JOB)
- Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
- Inventory Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
- Cost Accountant (ORA_CST_COST_ACCOUNTANT)
- Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
- Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
- Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
If you're maintaining your own configured job roles: no new privileges were introduced to support the Perform Project-Specific Maintenance feature.
Execute Project-Striped Supply Chain Without Project Financials
When you perform supply chain operations across multiple contracts, you may need to segregate your supply chain inventory and activities by project simply to avoid commingling of materials and other costs. In these cases, you do not need to maintain budgets, commitments, costs, and revenue in a project entity. You manage your supply chain cost within supply chain and invoice from order management upon shipment.
With this feature, you can:
- Segregate and value inventory by project and task.
- Perform inventory and warehouse operations by project and task.
- Procure material by project and task.
- Manufacture by project and task.
- Maintain assets by project and task.
- Manage all supply chain costs in supply chain without sending them to projects.
- Generate invoices from supply chain.
This feature will enable you to compartmentalize your supply chain operations to serve multiple projects from a common set of resources in an organization.
You can set up and project types for exclusion from cost collection. Using project types that are excluded from cost collection does the following:
- Project expenditure is not interfaced to Oracle Project Management Cloud from Oracle Cost Management Cloud.
- Commitment is not recorded in Oracle Project Management Cloud.
- Accounting of cost of goods sold happens within Cost Management and is not issued to the project. (If the project type associated to the project is not excluded from cost collection, then a debit is recorded using a new accounting line type called Project Clearing, to facilitate charging the shipment cost as expenditure to the project.)
You can set project and task as additional valuation structure attributes to track costs and value inventory balances. Project information is visible while reviewing cost accounting distributions and in cost accounting subject areas within Oracle Transactional Business Intelligence. Project attributes can be used as an accounting source in subledger accounting based on your business need.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Manufacturing and Supply Chain Materials Management
Feature: Project-Driven Supply Chain
After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.
In addition, you may want to exclude specific project types from cost collection. To do so, perform these steps:
- In the Setup and Maintenance work area, go to the Manage Project Type Cost Exclusions task.
- Offering: Manufacturing and Supply Chain Materials Management
- Functional Area: Facilities
- Task: Manage Project Type Cost Exclusions
-
Select the project types you want to exclude from cost collection and move them to the Cost Excluded list.
Manage Project Type Cost Exclusions
3. Click Save and Close.
Tips And Considerations
- If you enable project-based tracking, setup your valuation structure in cost management to include project and task to enable tracking inventory values by project and task.
- Set up new cost profiles with a valuation structure that includes project and task. You cannot modify existing cost profiles with the new valuation structure. If your setup of a new cost profile includes a valuation structure that contains project and task, you can update the new cost profile on your item cost profiles only if the item cost profile is not already used in transactions.
Key Resources
- For more information, refer to Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management, available on the Oracle Help Center:
Role Information
Users with the following predefined job role are automatically able to participate in the project-driven supply chain process:
- Cost Accountant (ORA_CST_COST_ACCOUNTANT)
If you're maintaining your own configured job roles: no new privileges were introduced to support the Execute Project-Striped Supply Chain Without Financials feature.
Create and Disable Historical Asset Meter Readings
Disable, record, and lock historical meter readings for an asset or a subscription.
DISABLE METER READINGS
With this update, you can disable any meter reading in the meter’s reading history to correct the meter’s reading history. When you disable a reading, you can add comments stating why you disabled it. You can also enter a new historical reading to correct the reading history.
You can only disable a reading if it was recorded after the last reset or locked meter reading in history, and if the Disable icon is active for the reading. Readings recorded before the last reset or locked meter reading have a inactive Disable icon. Each meter type has different conditions to control which readings in history you can disable.
Disable a Meter Reading
For example, you can’t disable a rollover reading for an absolute ascending. But, you can disable readings before this rollover reading, as they don’t have a major effect on reading history. Alternatively, you can disable a rollover reading for a continuous change meter, which may result in a later reading in history causing a rollover condition. In general, you can only disable readings that, when disabled, don’t cause a major disruption or validation errors to a meter’s reading history.
When you disable historical meter readings, you must also update all subsequent readings later in history, to ensure that their Displayed Reading and Life-to-Date values are correctly recalculated based on the newly disabled reading. These readings are automatically canceled and recreated with adjusted values to ensure the correct update of meter reading history.
RECORD METER READINGS
You can enter a new meter reading not only as the last active reading in history, but also as a reading to be inserted within a meter’s reading history. You can record these historical meter readings on the Enter Readings page to record a missing reading or replace an incorrect meter reading.
New Reading
All new readings follow validations that are based on their respective meter definitions, but there are several new validations only for historical readings. These new validations ensure that the sequence of meter reading history is maintained, duplicate readings can’t be entered for the same date and time, and new readings can only be inserted after the last reset or locked meter reading in history.
When a historical meter reading passes all these validations, then it is inserted into the meter’s reading history. But, , you must also update all subsequent readings later in history, to ensure that their Displayed Reading and Life-to-Date values are correctly recalculated based on the newly inserted reading. These readings are automatically canceled and recreated with adjusted values to ensure the correct update of meter reading history.
LOCK METER READINGS
You can now lock meter readings within a meter’s reading history by other Oracle Cloud solutions, such as Oracle Subscription Management. Once you lock a historical, the date of the last locked reading in history is displayed in the asset meters list for an asset. The date value will be visible to all users, however, there will not be any direct locking capability available in the asset meter pages. This capability will only be available from other Oracle Cloud solutions and is not intended to be used by Maintenance users in the asset pages.
Locked Date
The locked date will be used to validate any new readings that you enter using the Enter Readings page. You can only enter new readings that are greater than the locked date in history, else a validation will produce an appropriate error message, preventing you from entering a reading that could impact the integrity of reading history. Additionally, you can’t disable readings before the last locked reading in history.
You can continually lock readings in history by other solutions if the they are for a date that is greater than the last locked reading in history. Typically, this occurs for a billing cycle, such as locking the last reading in a billing period.
Watch a Demo
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
These new features are available only in the asset meter UI only and are not supported using REST services. Therefore, the Meter Reading REST service will remain unchanged in this update.
Key Resources
Role Information
To use this feature, the following roles are required:
- Job Role Name and Code:
- Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)
- Customer Asset Administrator (CUSTOMER_ASSET_ADMIN_CUSTOM_ROLE)
- Subsciption Manager
Cost Account Description-Based Purchases Directly Delivered to Maintenance Work Orders
Include costs of description-based purchase order receipts in the cost of maintenance work orders. This includes both quantity-based and amount-based description item purchases for maintenance work orders.
A description-based receipt transaction used to get accounted as an expense in Receipt Accounting. Now, it gets created as a logical transaction in Cost Accounting, resulting in a cost against the maintenance work order.
Since description-based purchases do not involve a pre-defined item, the purchase order line description is used as the item description in the applicable user interfaces and Oracle Transactional Business Intelligence subject areas.
The following screenshots illustrate the feature.
Receipt Accounting Distributions for Description-Based Purchase Order Receipt to a Work Order
Cost Accounting Distributions for Description-Based Purchase Order Receipt to a Work Order
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The feature is available only for maintenance work orders where the purchase order does not involve intercompany.
Key Resources
For more information on this feature, refer to the following guide, available on the Oracle Help Center:
- Using Supply Chain Cost Management
Role Information
To use this feature, the following role is required:
- Job Role Name and Code:
- Cost Accountant (ORA_CST_COST_ACCOUNTANT)