This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 18 SEP 2020 | 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. 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.
Pre-Update and Post-Update Tasks
Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle SCM Cloud: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.
Optional Uptake of New Features (Opt In)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:
- Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
- Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)
Here’s how you opt in to new features:
- Click Navigator > My Enterprise > New Features.
- 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.
- 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.
- 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:
- Click Navigator > My Enterprise > Offerings.
- On the Offerings page, select your offering, and then click Opt In Features.
- On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
- 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.
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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Use Option-Dependent Lead Times When Scheduling Configure-to-Order Drop Ship Orders |
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Continue Supply Availability Search Scheduling During Failover |
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Schedule Available-to-Promise Supplies Without Server Restart |
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Link to SCM Application Pages Using Deep Links
In this update, Oracle Supply Chain Management Cloud delivers new deep links that provide easy navigation directly to application pages without using the menu structure. You can use these links in a variety of ways, such as in business intelligence reports and third-party application pages.
New deep links introduced in this update are listed by product:
- Manufacturing
- Work Order (WIE_WORK_ORDER,EDIT)
- Exception (WIE_PRODUCTION_EXCEPTION,EDIT)
- Work Definition (WIS_WORK_DEFINITION,EDIT)
- Edit Resource (WIS_RESOURCE,EDIT)
- Supply Chain Collaboration
- Manage Supply Collaboration Network (COLLABORATION_RELATIONSHIP,EDIT)
- Supply Chain Financial Orchestration
- Monitor Financial Orchestration Execution (FOS_MONITOR_UI,NONE)
- Supply Chain Orchestration
- Supply Order Details (SUPPLY_ORDER,NONE)
- Supply Order Details (SUPPLY_ORDER,VIEW)
- Configurator
- Workspace (CONFIGURATOR,WORKSPACE)
- Overview (CONFIGURATOR,OVERVIEW)
- Overview (CONFIGURATOR,NONE)
- Maintenance
- Customer Asset (ORA_CSE_ASSET,EDIT)
- Edit Work Order (ORA_MNT_WORK_ORDER,EDIT)
- Manage Maintenance Work Orders (ORA_MNT_WORK_ORDER,NONE)
- Work Order (ORA_MNT_WORK_ORDER,VIEW)
- Order Management
- Manage Orders (SALES_ORDER,VIEW)
- Manage Orders (SALES_ORDER,FULFILLMENT_VIEW)
- Manage Orders (SALES_ORDER,NONE)
- Manage Orders (SALES_ORDER,CREATE)
- Product Hub
- Item (PIM_ITEM,EDIT)
- Items (ITEMS,EDIT)
- Manage Items (PIM_ITEM,NONE)
- Collaboration Messaging Framework
- Collaboration Message: {MESSAGEGUID} (B2B_MESSAGE_TRANSACTIONS,VIEW)
- Channel Revenue Management
- Manage Supplier Claims (SUPPLIER_CLAIM,NONE)
- Supplier Claim (SUPPLIER_CLAIM,EDIT)
- Quality Inspection Management
- View Inspection Results (INSPECTION_EVENTS,VIEW)
- View Inspection Plan (INSPECTION_PLANS,VIEW)
- Supply Chain Planning
- Manage Sourcing Rules (SOURCING_RULES,NONE)
- Edit Sourcing Rule (SOURCING_RULES,EDIT)
- Manage Assignment Sets (SOURCING_ASSIGNMENTS,NONE)
- Edit Assignment Set (SOURCING_ASSIGNMENTS,EDIT)
- Manage ATP Rules (ATP_RULES,NONE)
- Edit ATP Rule (ATP_RULES,EDIT)
- Manage Planning Allocation Rules (ATP_ALLOCATION_RULES,NONE)
- Edit Allocation Rule (ATP_ALLOCATION_RULES,EDIT)
- Receiving
- Receive Items (SSP_RCV_PO,NONE)
- Fiscal Document Capture
- Fiscal Document (INBOUND_FISCAL_DOCUMENT,VIEW)
- Cost Management
- Review Work Order Costs (WORK_ORDER_COST, VIEW)
- Review maintenance work order costs(MNT_WORK_ORDER_COST,VIEW)
- Review Item Costs (ITEM_COSTS,VIEW)
- Review Cost Accounting Distributions (COST_ACCOUNTING_DISTRIBUTIONS, VIEW)
- Receipt Accounting Distributions (RECEIPT_ACCTG_DISTRIBUTIONS,VIEW)
When you add deep links to reports or third-party application pages, users can simply click those links to go directly to the application pages they need to use, without any additional clicks or navigation. When a user clicks a deep link, that user's security assignment is honored; that is, users can access application pages only if they're assigned a job role that allows them access.
Steps to Enable
You can find all of the available deep links in the Deep Links work area. Some deep links, such as those assigned the NONE action, are ready to use as is. Other deep links, such as those assigned the EDIT action, require you to edit the link details before you can add the deep link to a report or third-party application page. Refer to the documentation listed in the Key Resources section for details and instructions.
Key Resources
For details about how to work with deep links, refer to these books on the Oracle Help Center:
- Oracle Applications Cloud: Configuring and Extending Applications
- Oracle SCM Cloud: Implementing Common Features for SCM
Role Information
You have a couple of options for giving people access to the Deep Links work area, 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 the Deep Links work area:
- Application Developer (FND_APPLICATION_DEVELOPER_JOB)
- Application Implementation Administrator (ORA_ASM_APPLICATION_IMPLEMENTATION_ABSTRACT)
- Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
- Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Users who are assigned configured job roles that contain this privilege are able to access the Deep Links work area:
- View Administration Link (FND_VIEW_ADMIN_LINK_PRIV)
If you're using deep links specifically for reports, here are the privileges you need:
- For Business Intelligence Publisher:
- BI Author Role (BIAuthor)
- BI Consumer Role (BIConsumer)
- BI Administrator (BIAdministrator)
- For Oracle Transactional Business Intelligence (OTBI):
- BI Author Role (BIAuthor)
- BI Consumer Role (BIConsumer)
Unrelease Models from Production
Unrelease the latest version of a model in production, using a REST service call to revert to the previously released version of the model. Changes made to the model being unreleased are preserved in a new workspace for future edits and subsequent release.
Watch a Demo
Enables a modeler to revert to the prior released version of a model when changes may have been released inadvertently.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Unreleasing a model version is initiated by the unrelease action on the configuratorWorkspaces REST API.
- Unrelease is limited to models in a workspace without any snapshots in them.
- A model can't be unreleased unless all its referring models are also unreleased in the same action.
- Unrelease is limited to future-effective models. Models released with a past-effective start date can't be unreleased.
Key Resources
- Watch Unrelease Models from Production Readiness Training
- Oracle SCM Cloud Modeling Configurations for SCM guide, available on the Oracle Help Center.
Role Information
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Configurator Workspace Release privilege (ORA_CZ_RELEASE_WORKSPACE_PRIV)
Creates and administers supplier trade programs, optimizing the execution and impact of programs and promotions across the demand chain.
Capture details of the supplier item in addition to your internal item. Based on the Trading Partner Item relationship you can optionally select a supplier item number when creating a supplier program or manual adjustment. The supplier item number can be used to query supplier programs, accruals and claims. The internal item will continue to be used for all the channel flows.
Supplier Part Number LOV
Supplier Part Number in Product Rule
Watch a Demo
Improve communications and the level of accuracy with your supplier through the enrichment of supplier channel flows with supplier part information.
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 Management
You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Supplier Channel Management. Performing this opt in enables all of the Supplier Ship and Debit features described here.
If you previously opted in to the Channel Revenue Management functional area and the Supplier Channel Management feature, then this feature is automatically available to you.
Additional Steps:
- Set up the supplier item and internal item mapping on the Trading Partner Item Relationship page in the Product Information Management work area.
Key Resources
- Watch Supplier Collaboration within Supplier Ship and Debit Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Supplier Programs (CJM_MANAGE_SUPPLIER_PROGRAMS_PRIV)
- Manage Supplier Manual Adjustments (CJM_MANAGE_SUPPLIER_MANUAL_ADJUSTMENT_PRIV)
Export Supplier Claims to Microsoft Excel
You can now provide supporting claim details to your supplier to justify the monies owed by them. Claim details, including the associated order accruals and settlement details, are exported to a spreadsheet using BI Publisher. You can give this file to the supplier in support of the claim. The predefined claim template can be configured based on your business requirements. BI Publisher supports multiple output formats including XLS, CSV, PDF, RTF and XML.
Claim Extract
Watch a Demo
Reduce rejections and misunderstandings from suppliers by providing all supporting accrual details of a claim in a configurable spreadsheet or PDF 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: Order Management
You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Supplier Channel Management. Performing this opt in enables all of the Supplier Ship and Debit features described here.
If you previously opted in to the Channel Revenue Management functional area and the Supplier Channel Management feature, then this feature is automatically available to you.
Additional steps:
- Ensure that the BI Publisher server is up and running.
Tips And Considerations
- The predefined BI Publisher template Claim Detail Extract Report is located under Supply Chain Management > Channel Revenue Management > Supplier Channel Management > Claims.
- Configure the predefined claim template to Excel using BI Publisher to make it your own.
- Decide which columns you want to include in the export file and create a BI Publisher template for it.
- The default format for Date attributes is ‘YYYY/MM/DD’.
- The default format for Timestamp attributes is ‘YYYY/MM/DD HH24:MI:SS’.
Key Resources
- Watch Supplier Collaboration within Supplier Ship and Debit Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Supplier Claims (CJM_MANAGE_SUPPLIER_CLAIMS_PRIV)
- Extract Supplier Claims (CJM_EXTRACT_SUPPLIER_CLAIMS_PRIV): this privilege is new in this update
Export Supplier Programs and Claims as a Background Process
You can now export supplier programs, adjustments, claims and their supporting details, and earned accruals in the Program Checkbook to a spreadsheet. For large data sets with more than 500 records, the export process runs in the background. You can continue with other tasks and will receive a notification when the download completes. Note the exported file will export all columns in the predefined column order.
This feature allows the supplier channel analyst to continue working while exporting large datasets as a background process.
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 Management
Tips And Considerations
You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Supplier Channel Management. Opting into this functional area enables all of the Supplier Ship and Debit features described here.
If you previously opted in to the Channel Revenue Management functional area and the Supplier Channel Management feature, then this feature is automatically available to you.
Key Resources
- Watch Supplier Collaboration within Supplier Ship and Debit Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Supplier Programs (CJM_MANAGE_SUPPLIER_PROGRAMS_PRIV)
- Manage Supplier Manual Adjustments (CJM_MANAGE_SUPPLIER_MANUAL_ADJUSTMENT_PRIV)
- Manage Supplier Claims (CJM_MANAGE_SUPPLIER_CLAIMS_PRIV)
Provides research, administration, analysis, and settlement functionalities to quickly resolve deductions and settle claims, improving customer relationships and overall financial performance.
Create Claims for Deductions and Overpayments
The bulk of deductions are usually standalone debt from customers. Customers assert they paid the invoices in full and may or may not have issued a debit memo for the short pay.
In the receipt, a Receivables analyst can mark the invoices as paid and create a claim investigation for the difference. This in turn creates either a deduction or overpayment claim in Channel Revenue Management to be researched and dispositioned.
Create Claim Investigation from Receivables
Once created, a claim is assigned a claim owner. A claim owner can be assigned at various levels, where the most specific level overrides a more generic level. Claims can be automatically assigned owners at the business unit, customer, account, or bill-to site levels. You can also manually assign claim owners.
Watch a Demo
When created and assigned, the claim investigation activity is applied to the receipt, for tracking. This allows you to centralize the management of deductions and overpayment claims, providing transparent accountability and ownership across the deductions flow.
Deductions Flow
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 Management
- You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Deductions and Settlement. Opting into this functional area enables all of the Deductions and Settlement features described here.
- Under the offering named: Financials and functional area named: Receivables, go to a task named: Manage Receivables System Options. Search for and select your business unit. Click the 'Cash Processing' tab. Select the 'Enable channel revenue management integration' check box, and click Save.
Additional Steps:
- Manage User Statuses (for Claim)
- Manage Claim Sources (for Claim Investigation Deduction and Claim Investigation Overpayment)
- Assign default claim type and default claim reason
- Configure default settlement method
- Manage Channel Settings
- Claim Owner at business unit level (optional)
- Manage Customer Trade Profiles
- Claim Owner
Customer Trade Profiles to Define Claim Owners
Key Resources
- Watch Introduction to Deductions and Settlement Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Accounts Receivables Manager (ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Receivables Receipt (AR_MANAGE_RECEIVABLES_RECEIPT_PRIV)
Resolve Claims for Deductions and Overpayments
Research and resolve claims for deductions and overpayments. You can search for and review open claims, and decide on the appropriate resolution, including claim type and claim reason.
Once a claim is created, the claims analyst assigned as owner investigates the short pay. The Manage Claims user interface presents My Open Claims which is a queue of their work; or the analyst can perform their own search. Drilling down on the claim number takes the user into the details of the claim.
The header region and General tab of the claim contains details brought over from Receivables. You are provided with the date of the claim, the bill-to and ship-to, and receipt details. Customer Reference is usually where the customer references the debit memo associated with a short pay. During investigation, you can add attachments. You can configure your own claim types and claim reasons that you will assign when you resolve a claim. This is critical to having insight into why you have deductions and for root cause analysis. Upon resolution, a summary is provided in the General tab before going to the Confirmation tab to see how it was settled.
General Tab of a Deduction Claim
After investigation when you are ready to resolve the deduction, go to the Settle tab. A deduction can be settled by a creating credit memo - on account, or by applying existing credit memos or overpayments. Overpayments can be settled by creating invoices against the claim or by applying existing deductions. You can use the summary box to know how much of the claim amount you have yet to account for.
Settle Tab of a Deduction Claim
Watch a Demo
- Reduce revenue leakage from invalid deductions
- Fast accurate resolution with accountability and transparency
- Discover root cause / analysis to take proactive prevention measures
- Benchmark deductions processing
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 Management
- You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Deductions and Settlement. Opting into this functional area enables all of the Deductions and Settlement features described here.
- Under the offering named: Financials and functional area named: Receivables, go to a task named: Manage Receivables System Options. Search for and select your business unit. Click the Cash Processing tab. Select the Enable channel revenue management integration check box, and click Save.
Additional Steps:
- Manage Claim Types
- Manage Claim Reasons
- Manage Claim Sources
Tips And Considerations
Claim Types and Claim Reasons:
You can configure your own claim types and claim reasons as needed. It is standard practice to configure claim types that distinguish between promotional and non-promotional claims. It is best practice to configure claim reasons that help understand the cause of claims. Claim reasons should give you insight into why you have deductions. So you can proactively improve business practices, and consider ways to reduced them wherever possible.
Understanding Claim Status Transitions and How Netting Works:
Claim Status Transitions
Key Resources
- Watch Introduction to Deductions and Settlement Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB): this job role is new in this update
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV): this privilege is new in this update
Settle Claims for Deductions and Overpayments
After the claims analyst resolves the claim, you can approve the claim internally, and submit it for settlement. The Settle Customer Claims process settles the claim.
Credit memos and invoices are created as new Receivables transactions and applied to the receipt. While creating a credit memo or invoice, Receivables will make a tax call to compute taxes (if applicable) on top of the amounts passed from Deductions and Settlement. Once a claim is settled, you can see any taxes if applicable in the summary box and the Confirm tab. Additionally, it will apply open transactions to the receipt, releasing them from their Netting In Progress status.
In a settled claim, the left side of the Confirmation tab shows the settlement methods used; and the right side shows the confirmation of these activities in Receivables. If there is any remaining amount, it is split to a child claim and noted in the confirmation tab as well.
Confirmation Tab of a Settled Claim
In Receivables, we create activities of the settlement. You can see them as activities of the receipt. These include:
- The original claim investigation applied.
- The credit memo created and applied.
- The reversal of the original claim investigation.
- If applicable, the child claim that is created and applied.
- If the child claim was settled, you can see the activities of the child claim.
Complete Settlement of Receipt in Receivables
Watch a Demo
- Complete deductions settlement in Receivables
- Automated integration to Fusion Receivables including Tax
The deduction problem is a prevalent one. It can exist in any B2B companies but is most pervasive in industries that sell through trade channels. It exists for any number of reasons – at any point throughout the whole demand-generation and order-to-cash cycles, anything that goes amiss can cause a deduction. The problem is as widespread across industries as it is within a company.The repercussions go beyond the explicit costs incurred. Time and resources spent on resolving deductions could otherwise be spent on more value added activities. Certain deductions may inherently reflect some form of breakdown in your customer relationships – customers may be deducting because your reimbursement processes are not fast enough, and disputes endanger relationships and engender resentment. And for as long as an invalid deduction stays unsettled, the company is, in effect providing a zero-interest loan to the customer. Managing such risks imposed by deductions will be especially crucial during a down turn in the economy. All these are opportunity costs that lower a company’s profitability.
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 Management
- You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Deductions and Settlement. Opting into this functional area enables all of the Deductions and Settlement features described here.
- Under the offering named: Financials and functional area named: Receivables, go to a task named: Manage Receivables System Options. Search for and select your business unit. Click the Cash Processing tab. Select the Enable channel revenue management integration check box, and click Save.
Additional Steps:
- Manage Claim Types
- Manage Claim Reasons
- Manage Claim Sources
- For settlement by credit memo on account, map a claim type to an Receivables credit memo transaction type & map a claim reason to an Receivables credit memo reason.
- For settlement by invoice, map a claim type to Receivables credit memo transaction type.
On a periodic basis, schedule the Settle Customer Claims process. This will create the resolution artifacts for the settlement methods in Receivables and apply them to the appropriate receipt. Taxes will be determined and applied to the claim.
There are three parameters for the process: Business Unit, Bill-to Account, Claim. Business Unit is the primary and mandatory parameter. If you have an escalation and wish to settle claims for a single bill-to account or claim number you can do so with the other two parameters.
Settle Customer Claims Scheduled Process
Key Resources
- Watch Introduction to Deductions and Settlement Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB): this job role is new in this update
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV): this privilege is new in this update
Filter Claims Based on Aging Buckets
Define aging buckets as a tool to represent operational expectations in claims processing and aid in timely and efficient resolution of deductions.
Watch a Demo
Aging helps ensure claims for overages, shortages, and damages are resolved efficiently with proper focus on timelines. Chargebacks for invalid deductions are more likely to be collected if they are addressed sooner.
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 Management
- You must opt in to the functional area named: Channel Revenue Management. Then opt in to the feature named: Deductions and Settlement. Opting into this functional area enables all of the Deductions and Settlement features described here.
- Under the offering named: Financials and functional area named: Receivables, go to a task named: Manage Receivables System Options. Search for and select your business unit. Click the 'Cash Processing' tab. Select the 'Enable channel revenue management integration' check box, and click Save.
Additional Steps:
- Define AR Aging Method
- Manage Channel Settings
- Aging Method for Filtering at site level from the Common Set
Key Resources
- Watch Introduction to Deductions and Settlement Readiness Training
- Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center
- Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB): this job role is new in this update
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV): this privilege is new in this update
You have a couple of options for giving administrator access to setup 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:
- Role:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Privilege:
- Maintain Collections Aging Buckets (IEX_MAINTAIN_COLLECTIONS_AGING_BUCKETS)
Use Option-Dependent Lead Times When Scheduling Configure-to-Order Drop Ship Orders
When a drop ship supplier delivers configure-to-order items on behalf of the enterprise, lead times may vary depending on the model options that were included on the order. Global Order Promising will now calculate lead times based on the most constraining options when calculating schedule dates for configure-to-order drop ship orders. Note that CTO drop ship orders that require supplier capacity checks will not support this feature.
This feature is part of an overall new architecture introduced in this update. This new architecture is enabled by the MSP_ENABLE_GOP_WITH_NEW_ARCH profile option for which the default value is Yes. Order promising processes continue to promise your orders as before along with some enhancements, such as enhanced fault tolerance. There are some scenarios for which the order promising processes will automatically revert to an approach used in the previous architecture. As before, when your orders are scheduled as part of the Schedule step in your order management processes, your site’s sourcing rules and assignment set determine the supply chain that is considered.
The new architecture includes a new database-centric Global Order Promising processor, but doesn't completely replace the existing memory-resident Global Order Promising processor. Calls to Global Order Promising are dynamically routed to the new or existing processor on an order-by-order basis depending on the kind of order promising that is configured for the item in question. Over multiple updates, starting with this update, more and more kinds of order promising will be routed to the new processor.
Watch a Demo
The enhanced lead time calculation will provide more accurate schedule dates for configure-to-order orders that are drop shipped to a customer.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Global Order Promising doesn't support this feature for drop shipped ATO models that utilize supplier capacity, so it will automatically revert to the prior architecture.
- Global Order Promising doesn't support this feature for purchased ATO models that are promised using profitable-to-promise or the back-to-back flow, so it will automatically revert to the prior architecture.
- To review the setting of the MSP_ENABLE_GOP_WITH_NEW_ARCH profile option, you must use the Manage Administrator Profile Values task, instead of the Manage Planning Profile Options task.
- In the Setup and Maintenance work area, for the Supply Chain Planning offering, select the Search task from the Tasks panel. (You must use the Search task from the Tasks panel, not the Search Tasks field.)
- In the Search UI, Search field, search for Manage Administrator Profile Values.
- Click on the Manage Administrator Profile Values link.
- On the Manage Administrator Profile Values page, select the Global Order Promising value for the Application field, and then click Search.
- In the Search Results: Profile Options section, select the MSP_ENABLE_GOP_WITH_NEW_ARCH profile option, and then review the value for this profile option in the Profile Values section.
Key Resources
Role Information
You have a couple 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 to this predefined job role are automatically able to access this feature:
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Schedule Fulfillment Line (MSP_SCHEDULE_ORCHESTRATION_ORDER_FULFILLMENT_LINE_PRIV)
Continue Supply Availability Search Scheduling During Failover
When a hardware node fails unexpectedly, any application running on it must move its processing to another node to continue to service user requests. Prior to this update, Global Order Promising would have to refresh and restart the memory-resident server to resume supply chain availability search in the case of a failure. It would revert to lead-time-based promising until the failover process completed. Schedule dates based on lead times are generally less accurate, so users sometimes needed to reschedule affected orders once service was fully restored.
Beginning with this update, Global Order Promising can perform supply chain availability search promising for the most common types of requests within the Oracle Database. The Oracle Database is much more resilient to node failures, and in many cases, order promising can proceed using the full set of features without interruption.
NOTE: Global Order Promising will continue to fall back to lead time scheduling when you select certain special-case promising features, such as manufacturing capable-to-promise, back-to-back promising, or demand class allocation rules.
This enhanced failover capability delivers more accurate initial schedule dates for most available to promise (ATP) transactions when hardware failures occur, improving customer satisfaction and reducing the amount of manual rescheduling required.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
Users assigned to the following job role will automatically be able to use this feature and no special privileges are required:
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
Schedule Available-to-Promise Supplies Without Server Restart
All supply types needed for an available-to-promise (ATP) supply chain availability search, such as on-hand, in-transit, and receipt quantities, may now be collected and updated without requiring a server restart. Global Order Promising automatically senses any change to supply and re-initializes the supply values whenever it encounters the first order that requires them. Server refresh is still required in some special cases, such as to update parameters for capable-to-promise, back-to-back promising, demand class allocation, or profitable-to-promise source selection.
Watch a Demo
The elimination of the requirement to refresh and restart the global order promising server for the most common ATP requests reduces your administration effort and makes supply updates available sooner for order scheduling.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
You have a couple 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 are automatically able to access this feature:
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Perform Order Promising Server Data Refresh (MSP_PERFORM_ORDER_PROMISING_SERVER_DATA_REFRESH_PRIV)