Update 21D

Revision History

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

Date	Module	Feature	Notes
06 DEC 2022	Dual Unit of Measure	Create and Fulfill Sales Orders in Dual Units of Measure	Updated document. Removed opt in expiration.
06 DEC 2022	Dual Unit of Measure	Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-to-Back Flows	Updated document. Removed opt in expiration.
06 DEC 2022	Dual Unit of Measure	Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows	Updated document. Removed opt in expiration.
07 JAN 2022	Global Order Promising	Manage End Item Substitution	Removed feature from update 21D.
08 NOV 2021	IMPORTANT Actions and Considerations		Updated document. Added section.
05 NOV 2021	Order Management	Return Control to Users After Requests to Save Sales Orders	Updated document. Added feature that was delivered in the November monthly maintenance pack.
17 SEP 2021			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. 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.

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

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.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Pre-Update and Post-Update Tasks

Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle 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:

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

Collaboration Messaging Framework

Collaboration Messaging Framework

Business-to-business (B2B) messaging is a key component of collaborative relationships and can increase the quality, quantity, and frequency of information that can be exchanged between trading partners.  However, the differences in B2B standards, technical capabilities of trading partners, and the diversity of trading partners can make this costly to establish and maintain.  Oracle Supply Chain Collaboration and Visibility Cloud manages B2B communications with trading partners by leveraging the Oracle Collaboration Messaging Framework, a next-generation B2B messaging platform that maps and routes standards-based B2B messages through a B2B solution provider, on-premise B2B application, or direct to the trading partner.  Oracle Collaboration Messaging Framework is a common infrastructure component that is included with all Oracle Cloud Applications environments at no additional charge.  It is also tightly integrated with Oracle Cloud Applications, making it easy for Oracle Supply Chain Collaboration Cloud customers to set up and manage multiple trading partner connections.

Deliver B2B Messages Via SFTP

Add a new delivery method for Secure File Transfer Protocol (SFTP), using either the Manage B2B Trading Partners or Manage Collaboration Messaging Service Providers tasks, depending on whether or not you are using a service provider.

The layout of the Delivery Methods tab has been updated, delivery methods are listed on the left hand side of the screen and the details for each delivery method displayed on the right, with only the fields that are relevant to the selected delivery method displayed.

Select a trading partner or service provider and then select Edit, on the Delivery Methods tab, add a row with a name for the delivery method and select the Delivery Method Type of SFTP. On the right side of the screen enter the details including the SFTP Host, SFTP Port, the User Name and Password required to access the directory, the File Name and the Remote Directory.

Messages delivered via SFTP will be delivered to the remote directory listed and the file name is generated using the file name from the delivery method with the Message GUID and the date time stamp appended i.e., filename_<MessageGUID>_<dateTimeStamp>.

Delivery Methods Tab

You have an additional secure protocol for sending your B2B messages.

Steps to Enable

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

Key Resources

• Oracle Supply Chain Management Cloud: Configuring and Managing B2B Messaging guide available on the Oracle Hep Center.

Role And Privileges

• Users who are assigned this predefined job role are automatically able to access this feature:
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR_ABSTRACT)

Find a Document Using a Description Instead of a Coded Value

Document selection in all tasks now uses an easy-to-understand descriptive value instead of a coded name. For example, "Purchase Order - Outbound" is used instead of the coded name "PROCESS_PO_OUT". You can see this in all tasks where you select documents including:

• Manage Collaboration Messaging History
• Edit Customer Collaboration Configuration
• Edit Supplier B2B Configuration
• Edit Customer Account Collaboration Configuration
• Manage External Message Definitions
• Manage Collaboration Message Definitions

Document Selection in Manage Collaboration Messaging History

You can easily recognize documents when configuring B2B setup for your organization.

Steps to Enable

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

Key Resources

• Oracle Supply Chain Management Cloud: Configuring and Managing B2B Messaging guide available on the Oracle Hep Center.

Role And Privileges

• Users who are assigned this predefined job role are automatically able to access this feature:
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR_ABSTRACT)

Order Management

Dual Unit of Measure

Set up your Oracle Cloud applications so you can order, price, receive, pick, pack, and ship an item that you enable with primary and secondary UOM tracking. You might need to order, transfer, outsource, or buy an item in a unit of measure that's different from the unit of measure that you use to price, invoice, and cost it.

For example, you might stock and sell meat in cases, but price it in pounds. Each case of meat has a different price because the total weight in pounds varies from one case to the next, but you need to give your buyers an estimated price for each case.

You can use the dual UOM solution to meet this requirement. It's an end-to-end, integrated solution that works across the Oracle Cloud applications and helps you:

• Simultaneously track an item in the primary UOM and secondary UOM throughout your order-to-cash process and procure-to-pay processes.
• Capture the actual weight of the item that you sell, transfer, or purchase, so you can accurately price, invoice, and cost the item.
• Provide a price estimate at the time of sale or purchase and maximize value according to the exact weight that you ship or receive.

Here are the Oracle Order Management Cloud enhancements to the dual UOM solution that are available in this update:

• Create and Fulfill Sales Orders in Dual Units of Measure
• Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-To-Back Flows
• Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows
• Include Dual Units of Measure in Production Reports from Contract Manufacturers
• Support Dual Unit of Measure in Global Order Promising

Create and Fulfill Sales Orders in Dual Units of Measure

Use this feature so you can:

• Track order lines in two units of measure at the same time. For example, use the primary UOM Cases to track the quantity that your customer orders, and use the secondary UOM Pounds to track the secondary quantity that you price and actually ship.

Catalog Line

• Price the order line in the secondary unit of measure.

Price in Secondary UOM

Order Line

• Capture the actual quantity that you ship in the secondary unit of measure from your fulfilment system and Order Management will automatically adjust the extended amount on the order line. For example, if you use Oracle Shipping Cloud to ship your order line, then Order Management uses the quantity that you ship in the secondary unit of measure to adjust the extended amount on the order line. Use the Edit Shipment page to adjust quantity, such as shipped quantity, backordered quantity, and secondary shipped quantity.

Use Oracle Fusion Shipping

• Use the fulfillment views in the Order Management work area to monitor quantities that your customer originally ordered and what you've actually shipped.

Fulfillment View

• If you price the order line according to the secondary UOM, then Order Management automatically adjusts the extended amount on the line to the quantity that you ship in the secondary UOM.

Adjusted Extended Amount

• If you cost your item according to the secondary unit of measure, then Oracle Cost Management Cloud will credit the inventory valuation account according to the secondary shipped quantity, and calculate cost according to the secondary UOM. You can use the standard, actual, or average cost method to cost each item. You must set up the item cost differently depending on the method that you use. If you don't, then the Cost Accounting Distributions process will calculate the cost of the item and use that cost to process the shipment transaction.

Cost Details

More Cost Details

Cost Distributions

• Use the Review Transactions page in Oracle Accounts Receivables Cloud to monitor quantities and prices on the invoice.

Invoice Details

You can use dual units of measure to:

• Track the item in a UOM that's different from the UOM that you use to stock the item. For example, use the primary UOM Cases to track the quantity that your customer orders, and use the secondary UOM Pounds to track the secondary quantity that you price and actually ship.

• Use an automated flow to update the order line and invoice it according to the quantity or the secondary quantity that you ship.

• Use and view two units of measure throughout your end-to-end supply chain. Start with the sales order, then price, reserve, allocate, cost, plan, produce, ship, and finally invoice the item in two separate units of measure.

• If you're doing an internal transfer of goods, then you can create and fulfill the transfer order in a unit of measure that is in the item's primary UOM class, and calculate transfer pricing according to the secondary UOM.

• Track secondary quantities that you ship at the lot level.

• Improve the accuracy of the price that your charge your customers. Charge them according to the quantity that you actually ship, in the secondary UOM.

• Bill accurately so you can increase profitability.

• Improve the accuracy of your reports. Use secondary attributes in your reports, such as the secondary quantity and the secondary unit of measure.

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

When you opt in to use this feature, you must opt in to the feature named: Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure.

This feature requires setup. For setup steps, refer to the Tips and Considerations section.

Tips And Considerations

ITEM SETUP

• Use the Product Information Management work area to create your item.

• You must set the Sales Product Type attribute to Goods or leave it empty.

• Use the Units of Measure area to set the attributes that you need to track items in dual units of measure. For example, set the Tracking Unit of Measure attribute to Primary and Secondary.

• If you must modify the Pricing unit of measure for an item in the Product Information Management work area, see these features.
  • Define and Use Dual UOM Items and Substitutes Effectively by Leveraging New Validations
  • Update Pricing UOM for Dual UOM Items

Item Setup

STANDARD CONVERSION

You must create your units of measure and then create the standard conversion to convert between the primary UOM and the secondary UOM.

PRICING

• Use the Pricing Administration work area to set up pricing in the secondary unit of measure, such as how to manage price on a price list, how to manage discounts, shipping charges, and so on.

• If you set the Pricing attribute to Secondary in the Units of Measure area in the Product Information Management work area, then you must set up pricing in Pricing Administration according to the secondary unit of measure. Do this before you create a sales order for the item in Order Management.

• You must set up a price in Pricing Administration in the unit of measure that you will use on the order line. For example, if you set up a price in the Kilogram unit of measure, then Pricing won't automatically calculate price in the Pounds unit of measure.

ORDER MANAGEMENT

• Order Management uses the Item Validation Organization that you specify for the business unit to set the default values for attributes on the order line.

• Order Management will process a model, such as an assemble-to-order item, pick-to-order item, or kit, as if it uses a single unit of measure even if you set it up for dual units of measure in Product Information Management.

• Order Management automatically calculates and sets the secondary quantity and the secondary unit of measure on the order line according to your conversion rules. You can't manually modify these values on the order line.

• You can substitute item x for another item y, but only if items x and y use the same primary UOM and the same secondary UOM. Order Management doesn't call pricing after the substitution so it expects the secondary shipped quantities to be in the same unit of measure that you use for the original item.

• Make sure the item on the order line uses the same primary and secondary units of measure that your item validation organization uses. If these measures aren't the same, the Order Management work area will display an error message that requests you to change the warehouse or cancel the order line.

• If you set up an item to use dual units of measure, and if you price it in the primary unit of measure, then you can apply a coverage to the item. If you price it in the secondary, then you can't apply a coverage.

• You can fulfill an item that uses dual units of measure in a standard, drop ship, back-to-back, or transfer flow. For details, see:
  • Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows 
  • Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-To-Back Flows

COST MANAGEMENT 

• You must set the Cost By attribute to Secondary UOM when you set up the cost profile. This makes sure that the flow will cost your item in the item's secondary UOM.

Cost Profile Setup

INSTALLED BASE ASSETS

• If you specify to fulfill the item as full lifecycle on the customer asset in the Product Information Management work area, then this flow creates a new asset number when shipping fulfills the shipment for the sales order. The flow gets the quantity for the secondary unit of measure of the new asset according to the conversion rate that you set up for the item.

• The flow does the conversion for the primary and secondary unit of measure only at the asset level. It doesn't propagate the quantity to any child asset on the hierarchy in Installed Base Assets.

• A return sales order also uses the secondary unit of measure for the asset. The flow calculates the asset quantity for the primary unit of measure and the secondary unit of measure according to the return quantity. If on-hand inventory is available, then the flow adjusts it. If no on-hand inventory is available, then the flow creates a new asset.

REFERENCED RETURN

• You can return an item that uses more than one unit of measure. The flow defaults the return quantity to the actual quantity that you ship. The return uses the same pricing calculation during the return that it used in the original order.

• If you price the item in the secondary unit of measure, then Pricing calculates credit for a referenced return according to the secondary fulfilled quantity on the referenced order.

For example, assume the original order has a primary quantity of 3 in the primary Case of 3 unit of measure. Assume your conversion rule converts the secondary quantity to 36 in the secondary UOM Pounds. You ship 2 of the 3 cases and the quantity is 22 pounds. Your customer returns one of the 2 cases that you shipped. Pricing will calculate the return in the secondary quantity of 11 pounds instead of the primary 12 pounds. Pricing uses this quantity to calculate credit regardless of the quantity that you actually receive. This way, the credit matches the amount that you invoiced the customer on the original order line.

Referenced Return

Key Resources

• Features
• Sales Orders

Role And Privileges

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
  • Order Manager (ORA_DOO_ORDER_MANAGER_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-to-Back Flows

Include back-to-back orders with your other order flows when you use more than one unit of measure to fulfill an item in Oracle Order Management Cloud.

• Create a sales order in the item's primary unit of measure or in another unit of measure that's in the primary UOM class, then use the standard conversion or item conversion to automatically calculate quantity in the secondary UOM.

• Price the order line in the primary UOM or the secondary UOM.

• Use an automated flow to update the order line and invoice it according to the quantity or the secondary quantity that you ship.

• Use this feature to help you create the purchase order, transfer order, or work order when you use dual units of measure to fulfill demand in your back-to-back flow.

Using dual units of measure, you can price your item in the secondary unit of measure, and then track it in the primary unit of measure and in the secondary unit of measure.

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

When you opt in to use this feature, you must opt in to the feature named: Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure.

Keep these additional tips in mind:

• Make sure you enable the Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure feature.
• Use the View menu to display the secondary unit of measure and the secondary quantity in your runtime environment.

Role And Privileges

• Supply Chain Operations Manager

Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows

Set up your Order Management Cloud implementation so your supplier can drop ship each of your sales orders to your customer and invoice them according to the primary quantity or the secondary quantity that your supplier ships on the order line.

For details about how to use dual units of measure with Order Management, including how it works, benefits of using it, and how to set it up, see Create and Fulfill Sales Orders in Dual Units of Measure.

Optional Setup in Procurement for Blanket Purchase Agreements

As an option, you can create a blanket purchase agreement (BPA) to procure an item the uses dual units of measure from your supplier at a predefined price in the secondary unit of measure.

Blanket Purchase Agreement

For details about how to set up a blanket purchase agreement that prices the item according to the secondary unit of measure, see Purchase Items That are Priced in Their Secondary UOM.

Using this agreement, here's an example purchase order that has pricing based on the secondary unit of measure.

Purchase Order

You can capture the actual quantity that your fulfilment system ships in the secondary unit of measure, and Order Management will automatically adjust the extended amount on the order line. For example, if you drop ship the item, then you can use the Advanced Shipment Notification (ASN) from your supplier to determine the quantity that your supplier shipped in the secondary unit of measure, then automatically adjust the extended amount on the order line.

Advanced Shipment Notification

Cost Management uses the purchase order price in the pricing UOM when it creates a drop shipment receipt for the supplier accrual. It includes taxes.

Cost Accounting Distributions

You can set the UOM option when you set up the cost profile for the item. You can specify to cost the drop shipment receipt and issue the trade sale in the quantity for the secondary unit of measure or the quantity for the primary unit of measure.

Cost Book That Uses the Secondary UOM

Cost Book That Uses the Primary UOM

You can use dual units of measure to:

• Improve the accuracy of the price that your charge your customers in your drop ship flows.
• Charge them according to the quantity that you actually ship, in the secondary UOM.

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

To use dual units of measure with your drop shipments:

1. In the Offerings work area, select the Order Management offering.
2. Click Opt In Features.
3. On the Opt In: Order Management page, click the Edit icon in the Feature column on the Order Management row.
4. Click the Enable check box for the Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure feature, and then expand that feature row.
5. Click the Enable check box for the Purchase Items That Are Priced in Their Secondary UOM feature.
6. Click Done.

Keep these additional tips in mind:

SUPPLY CHAIN ORCHESTRATION

if you drop ship an item that uses dual units of measure, then you must use only the Advance Shipment Notice as the event that starts the transfer of ownership.

COST MANAGEMENT

• You can't update the unit of measure for cost for items that already exist.

• If you must maintain and track cost in the secondary unit of measure and in the primary unit of measure, then add different cost books. Use one book to calculate and track cost and gross margin in the item's primary unit of measure. Use another book to calculate and track cost and gross margin in the item's secondary unit of measure.

Key Resources

• Features
• Sales Orders

Role And Privileges

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
  • Order Manager (ORA_DOO_ORDER_MANAGER_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Include Dual Units of Measure in Production Reports from Contract Manufacturers

Import the primary unit of measure and the secondary unit of measure in your production reports from your contract manufacturers through REST API or file-based data import (FBDI).

The import includes a description of the materials that your contractors used and a description of what they finished. It includes details in the primary and in the secondary unit of measure.

Your contract manufacturer can also use the Supplier Portal to upload their production report.

Use these details in your production reports to help you track and manage your production requirements more accurately.

Steps to Enable

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

Role And Privileges

• Supply Chain Operations Manager
• Supplier (navigation through Supplier Portal)

Support Dual Unit of Measure in Global Order Promising

Dual unit of measure (UOM) considerations, such as catch weight, are important in natural resources and a variety of industries, such as food and beverage. For example, you may receive orders for a certain number of cases with a nominal weight per case, but the final pricing is based on the actual weight shipped. Oracle Cloud Supply Chain Management now comprehensively addresses the need to track two, simultaneous UOMs throughout the end-to-end supply chain business processes.

Oracle Cloud Supply Chain Planning ensures that all relevant data collected from supply chain management applications are in the primary unit of measure and the relevant measures are appropriately translated to the display unit of measure. After you release planned orders from supply planning and replenishment planning, order orchestration processes ensure that all translation to the relevant UOM occurs to support execution in dual units of measure.

Execute your supply chain considering dual UOM through the end-to-end supply chain business processes.

Steps to Enable

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

Tips And Considerations

• To enable an item for dual unit of measure tracking, the Manage Items task is used in the Product Information Management work area to set the Tracking Unit of Measure attribute to Primary and Secondary for the item.

• The Pricing unit of measure attribute is set as Primary or Secondary using the Manage Items task in the Product Information Management work area to ensure Order Management Cloud can appropriately price the sales order line with relevant pricing unit of measure.

• Supply Chain Planning Cloud collects and releases demand and supplies by converting from the secondary unit of measure to the primary unit of meas

Key Resources

• The Support Dual Unit-of-Measure readiness training available on Oracle Cloud Readiness for Supply Chain Planning.

Role And Privileges

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:
  • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
  • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
  • Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
  • Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)

• Users who are assigned configured job roles that contain any of these privileges are able to access this feature:
  • Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
  • Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
  • Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
  • Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
  • Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
  • Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
  • Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
  • Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
  • Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)

Order Management

Reduce Inventory When a Sales Order Doesn't Require Picking or Shipping

In certain situations, you need to reduce on-hand quantity in your warehouse, allocate cost, and recognize cost of goods sold without performing picking, packing and shipping when you fulfill a sales order. For example, when you deliver the item through an over-the-counter transaction, or when you record sales orders in Oracle Order Management Cloud for an already completed point-of-sale transaction, so that amount of on-hand quantity that you needed to fulfill the sales orders is reduced in Oracle Inventory Management Cloud with accurate costing and accounting transactions.

With this feature, you can:

• Capture a sales order in Order Management and fulfill it from your warehouse without picking or shipping.

• Validate the sales order before you send it to inventory.

• Record the on-hand quantity reduction in Inventory Management:
  • Record it immediately after you send the order line to inventory, or in the background.
  • Record it on the current date or on a date that has already occurred.

• Cost the transaction and recognize the cost of goods sold in Oracle Cost Management Cloud.

• Orchestrate financial details and process the transaction in Oracle Supply Chain Financial Orchestration Cloud when ownership changes from one business unit to another business unit.

• Manage change on the sales order.

ORDER MANAGEMENT

Create a Sales Order

Specify attributes to allow an inventory transaction on the order line when you create the sales order.

Details on the Order Line that Allows Inventory Transaction

NOTE:

• Set the Allow Inventory Transaction attribute to Yes on the order line so you can reduce inventory when you don't pick or ship the item. Use it for standard items that are shippable. A standard item is any item that isn't a configured item, kit, or model. The back-to-back enabled attribute for the item in the Product Information Management work area can be Yes or No.

• You must specify the warehouse and subinventory on the order line. If you don't, and if you set Allow Inventory Transaction to Yes, then you will receive an error when you click Submit.

• You can also include project attributes and extensible flexfields on the order line and send them to inventory.

• You can create a business rule or order management extension that sets Allow Inventory Transaction to Yes. For example, you can create a business rule to set Allow Inventory Transaction to Yes for a specific order type.

Manage Order Details

Specify the warehouse and subinventory on the order line, then use the Manage Lot and Serial Numbers action on the order line to open the Manage Lot and Serial Numbers dialog. You should open the Manage Lot and Serial Numbers dialog only if the item on the order line is under revision, lot, or serial control, or if the subinventory is under locator control. 

Manage Lot and Serial Numbers

NOTE:

• Set a value for the Revision Number, Lot, From Serial Number, or Locator. The values that you set depend on whether an item is under revision, lot, or serial control, or whether the subinventory is under locator control. For example, if an item is lot control, then set a value in the Lot attribute. You must also set a value for Quantity in the dialog.

• Order Management displays the dialog only if you set Allow Inventory Transaction attribute to Yes.

If the item on the order line is under revision, lot, or serial control, or if the subinventory is under locator control, and you don’t enter the details for lot or serials, then you will receive an error when you click Submit.

Example of an Error Message When You Submit the Order

Import Your Sales Order

Use file-based data import (FBDI), Application Development Framework (ADF) web service, or REST API to import your sales order.

Example of Importing Order That Allows Inventory Transaction Using ADF Web Service

NOTE:

• Specify the same values that you specify when you create an order from the Order Management work area. For example, set InventoryTransactionFlag to true, specify Requested Fulfilment Organization, Subinventory, or if an item is under lot control, then set a value in the Lot attribute. If you don't, or if your value isn't correct, you will receive an error.

Orchestrate Fulfillment

Use a predefined orchestration process that comes with this feature.

Details of Fulfillment Line with an Inventory Transaction

NOTE:

• It's recommended that you use the predefined orchestration process. As an option, you can reference the new inventory transaction task in your own orchestration process that you create.

• Order Management sends the required details to Inventory Management, such as details about the item, lot, serial, warehouse, subinventory, quantity, and so on. Order Management also sends values for any project-related attributes or extensible flexfields that you provide.

• After Order Management successfully sends the order line to Inventory Management, inventory transaction task is completed and the order line is fulfilled, then the orchestration process sends the order line to Accounts Receivable to invoice the line.

• As an option, use the Allow Inventory Transaction attribute in an assignment rule. For example, assign the predefined orchestration process only if the Allow Inventory Transaction attribute is Yes.

• Use the Inventory Transaction Date for Order Lines order management parameter to determine the transaction date in inventory, and to set the fulfillment date on the order line. You can specify the current date, ordered date, scheduled ship date, or requested ship.

• Use the Process Inventory Transactions Immediately order management parameter to reduce on-hand quantity for each order line that you send to Inventory Management.

  • Yes: Process Inventory reduction immediately. Use this setting to keep your inventory accurate and up-to-date with real-time data. If an error occurs when processing the inventory transaction, then the transaction lines are available as pending transactions in Inventory Management and the orchestration process will move the order line to the next fulfillment task. You can manually modify and process the transactions later in Inventory Management.

  • No. Process inventory reduction in the background. Use this setting to process each sales order more quickly. The transaction lines are available as pending transactions in Inventory Management and the orchestration process will move the order line to the next fulfillment task. Inventory Management will automatically process the transactions in the background.

Improve Efficiency When You Process a Lot of Sales Orders

As an option, use the Process Inventory Transaction Lines as a Group order management parameter to group lines, send them together, and fulfill them together in Inventory Management.

Fulfill Inventory Transaction Order Lines As a Group

NOTE:

• If you process inventory transaction order lines as a group then:
  • You don't need to use an inventory transaction task in the orchestration process.
  • Order lines with all the details are sent to Inventory Management at order submit for inventory reduction. After order is submitted successfully, the orchestration process will move the order line to the next fulfillment task.
  • You can review the Sent to Inventory attribute to know if the order line has been sent to inventory.
  • You can’t use a hold on the order line to prevent Order Management from sending the line to inventory. Order Management will send lines that allow inventory transactions to inventory when you submit the order even if the line is on hold.

Search for Order Lines That Includes Inventory Transactions

Use the Allow Inventory Transaction attribute and the Sent to Inventory attribute to search for order lines that include inventory transactions.

Search for Order Lines That Includes Inventory Transactions

• Use these attributes on the Manage Fulfillment Lines page or the Manage Fulfillment Line Exceptions page in the Order Management work area.
• You can also use the Order Information web service to retrieve sales orders that have an inventory transaction.
• Use these attributes in an order management extension, business rule,  or processing constraint.

Revise Sales Orders

• Cancel or modify a sales order that allows inventory transaction just like you do any other sales order. You can modify the quantity, customer details, lot and serial details, the warehouse, subinventory, and so on, or delete the lot and serial details up until Order Management sends the sales order to inventory Management.

• You can't send an order revision to Inventory Management.

Copy Sales Order

• Copy a sales order that allows inventory transactions just like you do any other sales order. Order Management won't copy your lot and serial details.

Use Attributes in Reporting

• Use inventory transaction attributes in in your Oracle Transaction Business Intelligence (OTBI) and Business Intelligence Cloud Connector (BICC) reports. For example, include the Allow Inventory Transaction attribute (INVENTORY_TRANSACTION_FLAG), Sent to Inventory attribute (INVENTORY_INTERFACED_FLAG), Subinventory, Locator, and other attributes in your report.

INVENTORY MANAGEMENT

Review Transactions That Are Complete

Use the Review Completed Transactions page in the Inventory Management work area.

Review Completed Transactions

This feature uses the new Direct Sales Order Issue transaction type to create the inventory transaction for the sales order.

• Examine the revision, lot, serial, project, and task details for the transaction.
• You can't use FBDI, REST API, or a SOAP web service to create them in Inventory Management.

Review Transactions That Are Pending

Use the Manage Pending Transactions page to review the error transactions.

Manage Pending Transactions

The page displays errors that occur when Inventory Management uses the Direct Sales Order Issue transaction type.

• Examine the Error Explanation attribute to get details about the error

• You can modify the subinventory, locator, lot, or serial for a transaction to process it from a pending transaction.

• If you specify a project on the order line, and if on-hand inventory isn't available for the item for the project and task, then the inventory transaction for the sales order will get stuck on the Manage Pending Transactions page in Inventory Management. You can use the Pending Transactions page to fix the error.
  • Adjust the cycle count to fix your project inventory.
  • Or use common inventory. Set the Allow Use of Common Supplies attribute for the item organization that the item references to Yes or leave it empty. Remove the Inventory project and task from the stuck transaction, and Inventory Management will use common inventory to fulfill the demand.

SUPPLY CHAIN FINANCIAL ORCHESTRATION

You must run the Submit Financial Orchestration Events scheduled process to start the financial orchestration flow. Use the Scheduled Processes work area to run this process.

.

Use the Submit Financial Orchestration Events Scheduled Process

Set the Process Direct Sales Order Issues parameter to Yes when you run the process. Financial Orchestration will process the inventory transactions and orchestrate the financial flow.

• Financial Orchestration orchestrates financial details for each Direct Sales Order Issue transaction type.

• Financial Orchestration processes the transaction when ownership changes from one business unit to another business unit.

• To view the status of the transaction, go to the Monitor Financial Orchestration page, then set the Business Process Type attribute to Shipment. If you must resubmit a failed event, then enable the Submit Selected option.

If the event status never finishes because a failure occurs in Financial Orchestration, then you can set up the scheduled process so it runs at regular intervals. Financial Orchestration considers a Direct Sales Order Issue transaction type as a Shipment transaction. So, to reprocess the transaction, set the Process Direct Sales Order Issues parameter to No, and set the Business Process Type parameter to Shipment.

Set Up the Scheduled Process to Reprocess Failures

COST MANAGEMENT

Here's the accounting template that the Direct Sales Order Issue transaction type uses:

You can use the Review Cost Accounting Distributions page to examine the distributions for your Direct Sales Order Issue transaction.

Review Cost Accounting Distributions

NOTE:

• The cost processor recognizes the cost of goods sold to the same level that Oracle Receivables Cloud or Oracle Revenue Management Cloud recognizes revenue.

• If your orchestration process doesn't have a billing task, then the orchestration process proceeds to close the order line, orchestration sends the order details to costing, and the cost processor raises a revenue recognition event.

• Here's the accounting template for Cost of Goods Sold Recognition.

Over-the-counter and point-of-sale transactions typically include large volume of transactions. Use this feature to:

• Reduce the amount of on-hand quantity that you need to fulfill each sales order when you don't pick and ship the item you're selling.
• Avoid having to manage details about picking and shipping transactions when you don't pick and ship the item.
• Reduce the number of steps and the time you need to process and fulfill sales orders from your warehouse.
• Fulfill a large volume of sales orders, increase revenue, and increase customer satisfaction.

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

After you opt in, perform these steps:

• Set the order management parameters.

• Deploy the predefined orchestration process. If you set the Process Inventory Transaction Lines as Group order management parameter to Yes, then adding this step is optional.

• As an option, you can configure extensible flexfields attributes in order management and descriptive flexfields attributes in inventory management under a new context to send additional attribute values from an order line to inventory material transaction in Inventory Management. The new order fulfillment line context and inventory material transaction context is INVENTORY_TRX_INFORMATION_LINE.

Tips And Considerations

• You can't opt out of the Reduce Inventory When a Sales Order Doesn’t Require Picking or Shipping feature after you submit a sales order that allows inventory transaction on the order line. At this point, you're committed to using the feature.

• Order Management doesn’t validate the amount of on-hand quantity that's available in inventory management system for an inventory reduction. So, make sure your inventory management system correctly reflects the on-hand quantity that's available. If it doesn't, the inventory transaction will fail in inventory management.

• Even, if your item is back-to-back enabled, make sure you have enough on-hand quantity available to do the inventory reduction. Order line that allows inventory transaction is not processed by supply task to create supply.

• Order Management doesn't send order revisions, or updates to Inventory Management, and it doesn't accept updates from Inventory Management. So, you can fix errors that happen after Order Management successfully sends the order line to Inventory Management only in Inventory Management. You can't fix them in Order Management.

• You can't allow inventory transaction for a configuration or a kit. If you must reduce on-hand inventory for child items in a configuration or a kit that is standard, shippable item, and if you don't need to pick or ship the children, then place an order for the individual child item.

• You can't use a fulfillment tolerance with an order line that allows inventory transaction. Order Management will ignore any fulfillment tolerance for the line.

• Don't set the Allow Inventory Transaction attribute value to Yes on the order line for sales orders that you create before update 21B. If you import a source order, then don't set the InventoryTransactionFlag attribute to true.

• You can return an order line that have inventory transaction in the same way that you return an order line that doesn't have an inventory transaction.

• If you opt into this feature: 
  • You can use Order Management work area to set the subinventory on any order line from the subinventories that you maintain in the Manage Subinventories, but setting the subinventory doesn't affect how Order Management reserves inventory. You can't use Order Management to reserve the quantity on an order line from the specified subinventory.
  • And if you haven't shipped or fulfilled the order line, then you can use the Order Import web service to remove lot and serial details from the line.

If you create your own orchestration process:

• Don't use a scheduling task or a reservation task with an inventory transaction task in the same orchestration process. If you can't meet this requirement, then make sure your orchestration process has a branching condition or a line-selection criteria that prevents the schedule task or reservation task from running on an order line that has an inventory transaction.

• Include a fulfillment task in your process that makes sure Order Management updates the fulfilled quantity and the actual fulfillment date on the order line during fulfillment. Note that the inventory transaction task is the fulfillment completion step in the predefined orchestration process.

Key Resources

• Using Functional Setup Manager, available on the Oracle Help Center

• Oracle Supply Chain Management Cloud: Implementing Order Management, Implementing Manufacturing and Supply Chain Materials Management, Implement Cost Accounting, Use Cost Accounting and Receipt Accounting available on the Oracle Help Center

Role And Privileges

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:
  • Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
  • Order Manager (ORA_DOO_ORDER_MANAGER_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Initiate Order (FOM_CREATE_ORDER_PRIV)
  • Revise Order (FOM_REVISE_ORDER_PRIV)
  • View Orders (FOM_VIEW_ORDERS_PRIV)
  • Review Pending Inventory Transaction (INV_REVIEW_PENDING_INVENTORY_TRANSACTION_PRIV)
  • Review Completed Inventory Transaction (INV_REVIEW_COMPLETED_INVENTORY_TRANSACTION_PRIV)
  • Create Cost Distributions (CST_CREATE_COST_DISTRIBUTIONS)
  • Review Cost Distributions (CST_REVIEW_COST_DISTRIBUTIONS)
  • Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV)

Return Control to Users After Requests to Save Sales Orders

Sales orders that have a large number of order lines might take a few minutes to process the save order request. You can use an Order Management parameter to specify whether to give users control to navigate away from sales orders while Order Management processes save order requests. If you don't set the parameter, then Order Management gives control to the user only after it finishes saving all lines in the order.

Improve your user experience. Give users control to navigate away from sales orders while Order Management processes save order requests instead of users having to wait for the save to finish.

Steps to Enable

1. Go to the Setup and Maintenance work area, then go to the task.

• Offering: Order Management
• Functional Area: Orders
• Task: Manage Order Management Parameters

2. On the Manage Order Management Parameters page, select the value for the Return Control to Users After Requests to Save Sales Orders parameter.

Tips And Considerations

Set the parameter to a value.

• No. The user can't navigate away from the sales order until Order Management finishes saving all lines in the sales order. The user remains on the Edit Order page after Order Management finishes processing the save order request. The predefined value is No.

• Yes. The user can navigate away from the sales orders while Order Management processes the save order request. The user submits the save request, the Order Management work area displays a dialog, then displays the View Order page. If Order Management is still processing the request, then the View Order page displays a lock icon next to the order number. The user can refresh the page to get the latest details. If the user navigates away from the View Order page, then the user can search for the sales order to get the latest details. If an error or warning occurs, then the user can click the error or warning icon to view the detail.

This feature works only when the user clicks Save or Save and Close in the Order Management work area. It doesn't apply during order import.

Key Resources

• Oracle Supply Chain Management Cloud: Implementing Order Management Guide, available on Oracle Help Center.

Role And Privileges

• Order Entry Specialist
• Order Manager

Channel Revenue Management

Supplier Channel Management

Creates and administers supplier trade programs, optimizing the execution and impact of programs and promotions across the demand chain.

Manage Supplier Annual Programs

Manage supplier annual programs through the user interface or a REST service to accrue rebates based on your cumulative purchasing volumes spanning the effectivity of the program. You can define percentage rebates based on purchase value attainment tiers, or you can define amount per unit rebates based on purchased quantity attainment tiers. Retrospective and stepped calculations are supported and you can define product eligibility by item, category, or for all items; supporting exclusions. Eligible purchases are obtained from supplier invoices, which are imported via a CSV file.

Annual Program - General

What makes supplier annual rebates different from supplier rebates is that volume attainments are accumulated across orders. In supplier rebates, rebates are in the context of a given transaction. In supplier annual rebates, rebates are in the context of accumulated volume attainments across orders over the duration of the program, generally a year.

Volume rebates can either be a percentage of the purchase value depending on the tier attained, or a flat amount per unit based on the quantity tier attained. You can also be prequalified into a higher tier so you can immediately accrue at a higher rate because you are expected to hit a particular tier anyway. Once a program is active, you can track attainments for each volume rule. This includes your current tier, your current attainment, what percentage of the current tier you have reached, how much additional volume is needed to reach the next tier, and how much additional volume is needed to reach the prequalified tier. You are provided with insight into how far you are from the next tier so you can proactively consider business actions to reach your next goal.

Annual Program - Volume Rule and Insight

In terms of product eligibility, we support all items, specific items or categories, and exclusions. Categories supported belong to a catalog from Oracle Product Information Management Cloud. Additionally we support items or categories which are included as part of your volume attainment but excluded from discount.

Categories require setup. Each supplier will have their own catalog of categories. Each item can optionally belong to a single category. In other words, an item does not have to belong to a category, but if it does, it can only belong to one. There is no support for a hierarchy of categories, a flat hierarchy of categories is supported.

Annual Program - Products

Operational reporting provides the accruals totals in their various statuses of Earned, In Progress, Paid, and Available. These can be further broken down by invoice period, category, or item. With the introduction of supplier annual programs, these programs are now part of the supplier checkbook. You can see accruals in ledger currency, summarized by business unit, supplier, supplier site, and program.

Annual Program - Checkbook

Annual Program - Checkbook (Earned)

Supplier Checkbook

With support of annual programs from suppliers:

• You can reduce margin leakage. Accurate claim computation reduces supplier rejection.
• You can reduce the cost to manage annual rebates. A streamlined process helps companies realize value faster from annual rebate claims.
• Simplify the business by automating the execution of annual rebate agreements. Quick and efficient rebate realization lessens the workload on your personnel.

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: Procurement

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Annual Program features described here.
2. Alternately, the Supplier Annual Program features can be enabled by opting in to the Channel Revenue Management functional area and Supplier Channel Management feature through the Order Management offering.

Tips And Considerations

Error handling tips for CSV Import:

1. Errors will provide users with an error.csv file and a reject.csv file for a given import.
2. All the errors are in the error.csv file.
3. The reject.csv file is a copy of your source CSV with additional columns with error messages.
4. Correct the errors in the reject.csv file.  Remember to remove the first and last columns containing error messages, and save as a new CSV file.
5. Import the new CSV file.

Implementation considerations for exporting the claim extract to Microsoft Excel in support of claims:

• The predefined BI Publisher template Supplier Annual Program 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

• 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 And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
  • Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST)
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER)

Manage Supplier Channel Programs Through the Procurement Work Area

Manage your supplier channel programs through the Procurement work area. You can quickly navigate to Channel Revenue Management to administer supplier channel programs and monitor the performance of these programs. You can manage any setup tasks through the Supplier Incentives functional area under the Procurement offering in the Functional Setup Manager.

Supplier Channel Management Work Area Via Procurement

Functional Setup Manager - Supplier Incentives Under the Procurement Offering

The new Supplier Channel Management work area from Procurement provides an improved user experience for supplier channel managers and supply chain application administrators who already have access to other Oracle Procurement Cloud services.

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: Procurement

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Channel Management features described here.

Key Resources

• 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 And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
  • Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST)
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER)

Provide Additional Subledger Accounting Sources for Supplier Channel Accounting Rules

Configure flexfields at the claim header level for supplier claims. You can use supplier claim header and supplier program header flexfields as sources for your channel accounting rules.

The additional subledger accounting sources provide a more flexible automated channel accounting solution.

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: Procurement

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Channel Management features described here.

2. Alternately, the Supplier Channel Management features can be enabled by opting in to the Channel Revenue Management functional area and Supplier Channel Management feature through the Order Management offering.

Key Resources

• 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 And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)

Approve Manual Adjustments to Accruals for Supplier Ship and Debit Programs

Approve manual adjustments to accruals for supplier ship and debit programs. You can create a manual adjustment and submit it for approval. You can approve or reject the adjustment if you have the adjustment approval privilege.

Manage Adjustments

Approval Actions

The approvals feature provides auditability for supplier ship and debit adjustments.

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: Procurement

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Channel Management features described here.

2. Alternately, the Supplier Channel Management features can be enabled by opting in to the Channel Revenue Management functional area and Supplier Channel Management feature through the Order Management offering.

Key Resources

• 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 And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Manage Supplier Manual Adjustments (CJM_MANAGE_SUPPLIER_MANUAL_ADJUSTMENT_PRIV)

Supply Chain Orchestration

Process More Than One Change Request in a Single Purchase Order

Use this feature to manage more than one change request for a purchase order. If you receive more than one change request for a purchase order when multiple purchase requisitions are grouped into a single purchase order in the back-to-back or outside processing flows, then you can use this feature to group and process them together in one purchase order.

Here's how it works.

1. Order Management or Manufacturing sends one or more change requests for a purchase order to Supply Chain Orchestration.
2. Supply Chain Orchestration groups these change requests then waits according to a duration that you specify. If it receives any more change requests for the purchase order during the duration, then it adds them to the group.
3. Supply Chain Orchestration sends the group of change requests to Purchasing when the duration expires.
4. Purchasing processes all the change requests that are in the group together.

NOTE:

• If Purchasing is already processing another change for the purchase order when it receives the change requests in a group, then Supply Chain Orchestration marks all the supply lines in that group as in error and displays an error message.

• You can use the Supply Chain Orchestration work area to manually resubmit the change request. If you select at least one supply line, then Supply Chain Orchestration automatically picks all supply lines in the group and resubmits the change request to Purchasing.

Using this feature, you can improve the efficiency of how you handle change requests. You can group change requests that you receive in your back-to-back flows or from outside processing (OSP) flows for a purchase order and process them together. You can set up a duration in minutes, and Supply Chain Orchestration will use it as the timeframe to aggregate change requests and process them together for the purchase order.

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

Enable the Process More Than One Change Request in a Single Purchase Order opt-in feature. For details, refer to the Optional Uptake of New Features section of this document.

You must also set up a profile option.

1. Go to the Setup and Maintenance work area, click Tasks > Search, then search for the Manage Administrator Profile Values task.
2. On the Manage Administrator Profile Values, search the Profile Display Name attribute for Time to Wait While Processing Multiple Change Requests.
3. In the Profile Value attribute, specify the number of minutes to wait and aggregate change requests. The default value is 5 minutes.

Tips And Considerations

Enable this feature if your business needs to group multiple purchase requisitions into one purchase order in the back-to-back and outside processing flows

Key Resources

• See Using Supply Chain Orchestration and Supply Chain Orchestration on Oracle Help Center.

Role And Privileges

• Supply Chain Operations Manager

Global Order Promising

High-Volume Order Promising

Order promising is a critical business process that must scale with demand and continue to operate even if hardware failures occur. Recent changes to Oracle Global Order Promising Cloud provide a scale-out architecture for availability checking and scheduling requests across a horizontal grid, enhancing capacity and resilience. The new architecture also reduces operational overhead, making supply and reference data updates immediately available, and eliminating the need to refresh/restart the order promising server.

Migration to the new architecture is continuing over several updates. In the interim, Global Order Promising will automatically route some special case requests to the prior memory-resident C++-based solution.

After you opt in to the feature named High-Volume Order Promising, you can use the features described in this section.

Collect Ship-to Party and Party Sites Not Associated with a Customer Account

Some businesses need to promise orders for goods to be shipped to locations that are part of a different organization than the customer’s bill-to account. For example, one university may be paying for tests to be performed on its behalf by another university’s lab. The other university may also be a customer, so the same site could be a ship-to location for two different customers. Previously the collections process for Global Order Promising and other supply chain planning products validated that ship-to parties and party sites belonged to the customer’s bill-to account, which prevented order scheduling for these types of arrangements.

You can now use a new setting to filter data for collections to relax these specific validation checks. When set, the collections process will include party and party site details associated with other accounts to enable sourcing rule assignments, transit mode selection, and lead time calculations for demands that reference them.

You can configure these independent ship-to customers and customer sites by linking them to a common Trading Community Architecture customer account. You can also collect ship-to customer sites that are linked to the same customer account, but may be associated with different ship-to customers.

Serve customers with outside processing requirements by scheduling orders for delivery to another customer’s site, or some other outside site that’s not part of the bill-to customer’s organization.

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: Supply Chain Planning  No Longer Optional From: Update 22D

When you opt in to use this feature, you must opt in to the feature named: High-Volume Order Promising. This feature is available in the Global Order Promising functional area of the Supply Chain Planning offering. Opting in to the High-Volume Order Promising feature enables the feature described here. If you previously opted in to the High-Volume Order Promising feature, you don't have to opt in again.

After you opt in, perform these steps to collect ship-to party and party sites not associated with a customer account:

1. Navigate to the Plan Inputs work area, a work area that is available for multiple supply chain planning products
2. In the Plan Inputs work area, select the Collect Planning Data task
3. On the Collect Planning Data page, select the source system and collection mode
4. Click the Select Collections Filters button
5. In the Select Collection Filters dialog, set Include Parties Without a Customer Account to Yes and click OK
6. Select the Customer entity for collection and submit

Enable Collection of Party Without Account

Tips And Considerations

• Collection volumes may increase significantly if there is a high number of customers without a Trading Community Architecture account association
• Collection performance may be impacted in cases of high customer volumes
• Run collections in targeted mode the first time, and then in net change mode for subsequent incremental changes to process new or updated customer records

Key Resources

• The Collect Ship-to Party and Party Sites not Associated with a Customer Account readiness training available on Oracle Cloud Readiness for Supply Chain Planning

Role And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
  • Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
  • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Manage Order Promising Data Collection (MSC_MANAGE_ORDER_PROMISING_DATA_COLLECTION_PRIV)
  • Collect Planning Reference Data (MSC_COLLECT_PLANNING_REFERENCE_DATA_PRIV)

Include Planned Supply in Order Promising Calculations

Future supply may include planned manufacturing work orders or planned purchase orders that haven’t been released or executed yet. Global Order Promising can collect these planned supply orders from Oracle Supply Planning or from an external planning solution to schedule sales orders based upon this future supply. With this future supply included, you can accurately promise orders for items with long lead times that are beyond the horizon of current inventory movement, manufacturing, or purchasing transactions.

Select One or More Supply Plans for Global Order Promising to Consider While Promising

Use the latest planned order recommendations from supply planning to provide feasible promise dates for long-horizon orders.Use the latest planned order recommendations from supply planning to provide feasible promise dates for orders with long horizons.

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: Supply Chain Planning  No Longer Optional From: Update 22D

Tips And Considerations

When you opt in to use this feature, you must opt in to the feature named: High-Volume Order Promising. This feature is available in the Global Order Promising functional area of the Supply Chain Planning offering. Opting in to the High-Volume Order Promising feature enables the feature described here. If you previously opted in to the High-Volume Order Promising feature, then this feature is automatically enabled.

IMPORTANT Actions and Considerations

From time to time, Oracle replaces existing Cloud service features with new features, or removes existing features. Replaced features may be put on a path to removal. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

This section identifies the features in this Cloud service that have been replaced or will be removed.

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
Pricing	Price Request SOAP Service	22D	Document Prices REST API	19A	No additional enhancements have been made to the Price Request SOAP service since update 19A. Until the SOAP service is removed in 22D, it will continue to work, but you should migrate to the Document Prices REST API at your earliest convenience. For details about the Document Prices REST API, refer to the REST API for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.