Update 20C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

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

Here’s how you opt in to new features:

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

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

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

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

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Project-Driven Supply Chain

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

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

In this update, the Project-Driven Supply Chain solution includes these features:

• Plan Project-Specific Supply
• Purchase Unplanned Material for Project-Specific Manufacturing Work Order
• Purchase Unplanned Material for Project-Specific Maintenance Work Order
• Purchase Goods and Services for Project-Specific Manufacturing and Maintenance Work Orders
• Cost Account Direct Material Procurement on Project for Manufacturing
• Cost Account Direct Material Procurement on Project for Maintenance

The Project-Driven Supply Chain feature in Oracle Maintenance Cloud is described in this document.

Purchase Unplanned Material for a Project-Specific Maintenance Work Order

Shop and create requisitions for unplanned items or services required for a project-based maintenance work order. Use the integrated flow to navigate from the work order to the shopping home page. You can also navigate directly to Self-Service Procurement to make purchases by referencing the work order from the requisition.

Seamless process automation between the Maintenance and Self-Service Procurement applications ensures cost-efficient and timely procurement of maintenance parts and services.

When you associate a maintenance work order on the requisition, the work order project and the task automatically display in the purchase requisition’s distribution. A purchase order is created referencing the work order and the project details from the requisition. The purchase order is delivered to the work order destination, consumed, and costed in the work order. The expenditure incurred is transferred to Oracle Project Portfolio Management. Using the feature, you can expedite the procurement of unplanned materials or services for work orders and also capture associated cost of the purchase for the specific project and task.

These screenshots illustrate the feature.

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 Oracle Inventory Management What's New, update 20A.

If you previously opted in to the Project-Driven Supply Chain feature, you're not required to opt in and perform initial setup again.

Tips And Considerations

• When you create requisitions for work order destination type with project-based work orders, the project and task in the requisition line distribution must match the project and task of the work order.

• You can use the provided list of values to select values for the other project attributes.

Key Resources

For more details about:

• Manual procurement of materials for a maintenance work order, see  Direct Procurement of Materials for Work Orders.
• Project-specific maintenance work orders, see Perform Project-Specific Maintenance.

Role Information

• Job Role Name and Code: 
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)

Maintenance

Manage Notes for Assets

Use the new Notes tab on the Edit Asset page to manage how you create, update, and delete simple text-based notes for your assets. You can also mark a note as private, allowing only the creator to view or edit the note details.

You can also manage notes using a new child resource of the asset using the Install Base Assets REST API. New notes are created by passing note text that is encoded in base64 format. When created, asset notes can be viewed, edited, or deleted using the REST API.

Steps to Enable

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

Tips And Considerations

New notes that are created using the REST API must be encoded in base64 format.

Role Information

• Job Role Name and Code:
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)
  • Customer Asset Administrator (CUSTOMER_ASSET_ADMIN_CUSTOM_ROLE)

Define Validation Rules Using an Asset Group

Configure your asset groups with asset validation rules to support your desired integrations. If your asset group rule has the usage set as customer asset status, you can use the group rule to support asset validation rules for service requests or contracts.

Note that grouping attributes are disabled for group rules when the usage is set as customer asset status, so any asset can be assigned to the group. You can create only one rule with the customer asset status usage, and you can’t delete the rule while it’s associated to a group.  You must first end date the group within the rule, then you can end date the rule itself.

Asset rules, asset groups, and group validation rules are created and maintained using the asset rule pages or the Asset Groups REST API.

Steps to Enable

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

Tips And Considerations

This feature is intended to support only those integrations that use the asset validation rules for service requests or contracts.

Role Information

• Job Role Name and Code:
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)
  • Customer Asset Administrator (CUSTOMER_ASSET_ADMIN_CUSTOM_ROLE)
  • Implementation Consultant

Export Assets for Mass Update

With this update, a new Export icon is displayed when you search for your assets. Use this icon to export all assets listed on the search results table and generate an Excel workbook you can easily mass update.

The file format is the same as the one we use for the asset Import FBDI standard feature. Once you have updated your data, you can copy and paste to the XLM template before you update your assets using the standard Asset Import FBDI feature.

During the export, you can choose to export only the asset information or include these details:

• Asset charges
• Child assets
• Part list components
• Associated asset groups

Based on your choice, a separate spreadsheet is created in the Excel workbook for every option.

Steps to Enable

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

Tips And Considerations

All the assets listed on the search result table are exported. Be careful to use the right criteria to select only assets you need to export.

Role Information

• Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)
• Maintenance Technician (ORA_MNT_MAINTENANCE_TECHNICIAN)

View Subscription Management Details for a Customer-Enabled Asset

Prior to this update, Edit Asset page included a tab that could only display contracts for customer-enabled assets.  With this update, you can choose to display either the Subscriptions tab or the Contracts tab in the Edit Asset page, based on a new profile option within Subscription Management.  The profile option is set to display subscriptions by default. To continue displaying contracts, you must set the profile option accordingly during the upgrade tasks for this update.

Additionally, the profile selection will also adjust the Asset 360 View page to display the correct card.

Steps to Enable

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

Tips And Considerations

By default, the Subscription Management profile option OSS_SUBSCRIPTION_ENABLED is set to Yes, and you'll view the Subscriptions tab and resulting Asset 360 card.  If you set the profile option to No, then you'll view the Contracts tab and resulting Asset 360 card.

Role Information

• Job Role Name and Code:
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)
  • Customer Asset Administrator (CUSTOMER_ASSET_ADMIN_CUSTOM_ROLE)