Update 19A

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	Feature	Notes
15 FEB 2019	Access Work Areas in Reorganized Navigator Groups and Group Icons	Updated document. Delivered feature in update 19A.
21 DEC 2018		Created initial document.

Overview

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

Security and New Features

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

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

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)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt-in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt-In for any feature that you want to opt-in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt-In.
3. On the Opt-In page, click the Edit Features icon.
4. 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. 
5. Click Done.

Feature Summary

User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

To support a more consistent and logical grouping of Oracle Supply Chain Management Cloud work areas, this update includes a reorganized Navigator, plus changes to the group icons on the home page.

In this update, a new Order Management heading in the Navigator and group icon on the home page includes the following work areas:

• Order Management
• Pricing Administration
• Global Order Promising
• Service Logistics

A new Supply Chain Execution heading and group icon includes the following work areas:

• Work Definition
• Work Execution
• Maintenance Management
• Quality Management
• Inventory Management
• Cost Accounting
• Receipt Accounting
• Fiscal Document Capture
• Electronic Records
• Financial Orchestration
• Supply Orchestration

In addition, the Supply Chain Collaboration work area has moved to the Supply Chain Planning heading and group icon, and the Collaboration Messaging work area has moved to the Tools heading and group icon.

The Costing, Manufacturing, and Quality Management headings and group icons that appeared in previous updates are no longer available.

The new group icons on the home page are easy to identify:

Order Management and Supply Chain Execution Group Icons 

And so are the new headings in the Navigator:

Order Management and Supply Chain Execution Headings in the Navigator

Steps to Enable

No steps are required to enable this feature.

Order Management

Add Sales Agreements to Sales Orders

Define the contract terms of each sales agreement and automatically apply them to sales orders.

As a selling organization, you might have pre-negotiated sales agreements with select customers, to establish preferential pricing for ordered items, applicable across a period of time. For example:

• You offer a discount of 10% on the list price for certain specific items sold to an important customer on orders placed between 01-Jan-2018 and 31-Dec-2018.

• You offer a flat price, lower than the list price for a frequently ordered item sold to a customer over the duration of a year.

• You offer a discount of 15% on the list price for certain specific items only on a pre-negotiated price list. This price list is enforced on all orders placed by the customer for specific items included in the sales agreement.

In this update, you can:

• Set up a sales agreement with price adjustments for ordered items in Enterprise Contracts.
• Reference the sales agreement on a sales order in Order Management during order entry.
• Apply contractual pricing as defined on the sales agreement while pricing the sales order

With these enhancements you can automatically enforce and track contractual price obligations. You also have greater efficiency in order entry and order processing due to reduced manual intervention required to apply contractual pricing on sales orders.

The following are the key enhancements to Order Management to support this feature:

• Select valid Sales Agreement on the order header and order line.

Sales Agreement Fields on the Order Header and Line

• Apply contractual pricing on the order line - The pricing adjustments defined on the selected sales agreement for the ordered item will be automatically applied when the sales order is priced. The price adjustment can be viewed in the price breakdown.

Sales Agreement Adjustment Information

In addition, please note the following:

• You can modify sales agreement information while revising an order.
• Sales agreement information is supported on referenced and unreferenced return orders. 
• The Sales Agreement attribute is exposed to the Order Management Extensions framework and the Processing Constraints framework.
• You can create order approval rules and order pre-transformation rules using the Sales Agreement attribute.
• You can create Oracle Transactional Business Intelligence (OTBI) reports using Sales Agreement attributes.
• The import order template (File Based Data Import) and EDI (Electronic Data Interchange) interface have been modified to support Sales Agreement attributes.

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order Management                         No Longer Optional From: 11.13.19.07.0

Tips And Considerations

• As of now, only sales agreements authored in the Oracle Enterprise Contracts Cloud are supported in this integration.

• The Sales Agreement attribute is not exposed to Post Transformation rules and Product Transformation rules.

• For configurations, the root model and components that are eligible for contractual price adjustments have to be entered as separate lines in the sales agreement.

Key Resources

• Oracle Supply Chain Management Cloud: Implementing Order Management Guide, available on the Oracle Help Center.     
• Oracle Supply Chain Management Cloud: Administering Pricing Guide, available on the Oracle Help Center.
• Oracle Engagement Cloud - Sales and Service: Implementing Enterprise Contracts, available on the Oracle Help Center.
• Oracle Engagement Cloud - Sales and Service: Using Customer Contracts, available on the Oracle Help Center.

Watch Add Sales Agreements to Sales Orders Readiness Training

Process Sales Orders for Projects

Capture project attributes on sales orders and fulfill these sales orders from a common or pooled inventory to track costs against a project.

For a variety of reasons, you might need to fulfill customer demands for common or slightly differentiated products on separate projects. For example:

• You sell items that require separate research, development, and modifications for each customer.
• You supply spare parts on contracts.
• You supply items as a part of a turnkey service

The items that fulfill these demands are often similar to one another, so you do not need to segregate inventory by project. You can ship items from a common warehouse for project-specific sales orders, but the items are invoiced against projects.

In this update, you can:

• Create a sales order that references a specific project and task in the project.
• Pick and ship items from the same inventory for all projects.
• Ship items from the same warehouse, but invoice them differently according to project.
• Interface the cost of items shipped from common inventory to a single project.
• Invoice your customer according to a business rule that references the project.

With these enhancements, you can reduce error and expedite transactions by selling items without manually adjusting cost and revenue for each project. You will also increase efficiency and cost-effectiveness by not having to segregate inventory by project.

The following are the key enhancements specific to Order Management to support this feature:

• Capture project attributes at Order line level from the Order Management work area (UI) for shippable nonconfigured and configured products

Capturing Project Details Against a Sales Order Line

• Manually enter the Project Number to choose values for other required attributes, such as Task Number, Expenditure Organization, Expenditure Item Date, and Expenditure Type.

The Project Details Window

• Validate the combination of project attributes captured for an order line to make sure Order Management sends only the correct combination to a downstream application, such as Costing.

Validating the Project Attributes

• Track project tagged fulfillment lines through Shipping through a new indicator on the fulfillment line

• View and Revise orders that have project tagged fulfillment lines

Note the following points:

• You can use project attributes in an Order Management extension.
• A processing constraint can reference the project record indicator on the fulfillment line.
• A predefined constraint prevents changes to a fulfillment line that includes project details after Order Management sends the fulfillment line to shipping. However, the user can cancel the line.

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order Management                         No Longer Optional From: 11.13.19.07.0

Sales order lines that include project details are typically invoiced as part of Project Contract Billing, and not from Receivables. As part of your implementation setup, you must prevent Order Management from sending order lines that include project details to Receivables.

1. Create a new line type, such as Project Based, and assign it to the lines that include project details.
2. Perform one of these two set ups:

• Create an orchestration process that doesn't include an invoice task, and assign this process to the Project Based line type.
• Create an orchestration process that does include an invoice task and that uses line selection criteria to skip the lines that include the Project Based line type.

For details about how to do the set up, see "Setting Up Projects in Order Management: Procedure" in the book titled Oracle Supply Chain Management Cloud: Implementing Order Management, available on the Oracle Help Center.

Tips And Considerations

• Project tagged order lines would typically be invoiced as part of Project Contract Billing. In this update, there is no seeded orchestration process to prevent such lines from being interfaced to Account Receivables. Using a configured order type or line type, customers would need to handle suppressing these project tagged lines from being sent to Receivables.

• Project attributes are not copied into the Return order from the original sales order – If a user were to capture project attributes in the Project details window for Return Order, these attributes are not taken into account for Returns processing.

• Dropshipment, Back to Back processing for such project tagged lines are not in scope in this update.

• Copy Order, Search and Reporting based on Project attributes are not supported in this update.

• Sales order line items for service products such as Coverages and Subscriptions cannot be billed using Project Contract Billing.

• The project indicator or attributes are not exposed in Rules framework.

• For a configured product, the project attributes provided at the top model level will automatically be cascaded to the child lines.

• In this update, for transfer orders that come through Order Management, there would be no provision to enter or view the project attributes in Order Management.

Key Resources

• Using Functional Setup Manager, available on the Oracle Help Center.
• Oracle Supply Chain Management Cloud: Implementing Order Management, available on the Oracle Help Center.

Watch Process Sales Orders for Projects Readiness Training

Role Information

Order Management provides two new security privileges for View Project Details and Edit Project Details for the following roles:

• Order Entry Specialist
• Order Manager

Manage Sales Orders for Order Hub Using a REST Service

Oracle Order Management Cloud provides REST services to enable and simplify integration with external systems. In this update, the Sales Orders for Order Hub service is enhanced so that you can create orders using the REST service. The service supports all aspects of a sales order, such as header, lines, charges, sales credits, attachments, extended flexfields, plus additional entities mentioned in the REST documentation.

Steps to Enable

Review the changes to the Sales Orders for Order Hub service, and update your REST client as desired.

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation on the Oracle Help Center.

Role Information

• Order Entry Specialist

Pricing

Manage Discount Lists Using a REST Service

Oracle Pricing Cloud provides web services to enable and simplify integration with external systems, such as order capture systems or other external price management and administration systems.

Use the Discount Lists REST Service to do the following:

• Manage discount list header, access sets (including approval)
• Manage discount list items (standard, model, and its components)
• Manage simple, tiered and attribute-based rules
• Manage descriptive flexfields at all levels

The Discount Lists REST service helps to streamline your management of discount lists by automating the upload and maintenance of pricing rules, and by synchronizing changes with external systems.

Steps to Enable

If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Tips And Considerations

This following JSON input payload provides the basic information needed to create a discount list header.

{

"DiscountListName" : "Corporate Discount List",

"DiscountListDescription" : "Corporate Discount List",

"BusinessUnit" : "Vision Operations",

"Currency" : "US Dollar",

"StartDate" : "2009-05-08T09:00:00+05:30"

}

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation on the Oracle Help Center

Watch REST Services for Pricing Readiness Training

Role Information

• ORA_QP_PRICING_MANAGER_JOB (Pricing Manager)
• ORA_QP_PRICING_ADMINISTRATOR_JOB (Pricing Administrator)
• ORA_QP_PRICING_ANALYST_JOB (Pricing Analyst)

Manage Pricing Strategy Assignments Using a REST Service

Oracle Pricing Cloud provides web services to enable and simplify integration with external systems, such as order capture systems or other external price management and administration systems.

Use the Pricing Strategy Assignments REST Service to manage the association of pricing segments to pricing strategies.

This REST service helps to streamline your management of pricing strategy assignments by automating the upload and maintenance of pricing rules.

Steps to Enable

If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Tips And Considerations

This following JSON input payload provides the basic information needed to assign pricing segments to pricing strategies.

{

"Dimension1": "Transaction Type",

"Dimension1Value": "Sales order",

"Dimension2": "Pricing Segment",

"Dimension2Value": "QP Segment 1",

"Dimension4": "Pricing Strategy",

"Dimension4Value": "Corporate Pricing Strategy"

}

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation on the Oracle Help Center

Watch REST Services for Pricing Readiness Training

Role Information

• ORA_QP_PRICING_MANAGER_JOB (Pricing Manager)
• ORA_QP_PRICING_ADMINISTRATOR_JOB (Pricing Administrator)
• ORA_QP_PRICING_ANALYST_JOB (Pricing Analyst)

Calculate Document Prices Using a REST Service

Oracle Pricing Cloud provides web services to enable and simplify integration with external systems, such as order capture systems or other external price management and administration systems.

Use the Document Prices REST Service to do the following:

• Calculate prices and other charges for sales order lines and other documents.
• Invoke the following actions namely Price Sales Transactions, Calculate Sales Totals and Get Pricing Strategy.
• Aggregate the line level charges to the document total.
• Extend the pricing execution logic by creating your own entities and attributes.

Calculate Document Prices service allows external systems to access the pricing engine using the RESTful web services architecture, thereby ensuring that pricing requests can be efficiently and securely handled across applications / systems.

Steps to Enable

If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Tips And Considerations

The following JSON input payload provides the basic information needed to price a sales order line.

"Header": [{

"CalculatePricingChargesFlag":true,

"CalculateTaxFlag":false,

"HeaderId":1,

"SellingBusinessUnitId":204,

"SellingLegalEntityId":204,

"TransactionTypeCode":"ORA_SALES_ORDER",

"PricingStrategyId":300100071623888

}],

"Line": [{

"HeaderId":1,

"InventoryItemId":149,

"InventoryOrganizationId":204,

"LineCategoryCode":"ORDER",

"LineId":1001,

"LineQuantityUOMCode":"Ea",

"LineQuantity" : {

"Value" : 1,

"UomCode" : "Ea"

},

"LineTypeCode":"ORA_BUY"

}] ,

"PricingServiceParameter":{

"PricingContext":"SALES"}

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation on the Oracle Help Center

Watch REST Services for Pricing Readiness Training

Role Information

There are no specific roles and privileges needed for running this service. Any valid application user can run this REST service.

Manage Pricing Segments Using a REST Service

Oracle Pricing Cloud provides web services to enable and simplify integration with external systems, such as order capture systems or other external price management and administration systems.

Use the Pricing Segments REST Service to manage the association of pricing segments to customer profile attributes.

This REST service helps to streamline your management of pricing segments by automating the upload and maintenance of pricing rules.

Steps to Enable

If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Tips And Considerations

This following JSON input payload provides the basic information needed to associate pricing profile attributes to pricing segments.

{

"Dimension1" : "Revenue Potential",

"Dimension1Value" : "Very high",

"Dimension2" : "Cost To Serve",

"Dimension2Value" : "Very high",

"Dimension3" : "Customer Size",

"Dimension3Value" : "Large",

"Dimension4" : "Customer Value",

"Dimension4Value" : "Very high",

"Dimension5" : "Customer Rating",

"Dimension5KeyValue" : "ORA_VERY_HIGH",

"Dimension6" : "Pricing Segment",

"Dimension6Value" : "OM QA Segment",

"Dimension7" : "Precedence",

"Dimension7Value" : "2",

"RuleStartDate" : "2015-06-01T14:09:00+00:00"

}

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation on the Oracle Help Center

Watch REST Services for Pricing Readiness Training

Role Information

• ORA_QP_PRICING_MANAGER_JOB (Pricing Manager)
• ORA_QP_PRICING_ADMINISTRATOR_JOB (Pricing Administrator)
• ORA_QP_PRICING_ANALYST_JOB (Pricing Analyst)