Update 22A

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	Product	Feature	Notes
20 DEC 2021			Created initial document.

Overview

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

Receive Order Forecasts from Customers

Use the new predefined message definition Oracle-1-0-B2B-Order-Forecast-In to receive an order forecast message from your customers and use it for your organization’s demand planning.

Enable the Customer Collaboration business process to allow the Order Forecast – Inbound document to be exchanged. Then associate it with a customer in the Manage Customer Collaboration Configuration task.

Set up this message definition as an inbound collaboration message for a trading partner and then associate the trading partner and Order Forecast- Inbound document with a customer using the Manage Customer Collaboration Configuration task.

After the message is received and transformed, a compressed file is placed in Oracle WebCenter Content and processed by the Collaboration Customer Demand Uploads resource.

Oracle-1-0-B2B-Order-Forecast-In Message Definition

Increase the accuracy of your organization's demand plan by allowing customers to share their order forecast data using a B2B XML message.

Steps to Enable

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

Key Resources

• Configuring and Managing B2B Messaging for Oracle Applications Cloud guide 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 can access this feature:
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Customer Demand as Customer User (VCS_MANAGE_CUSTOMER_DEMAND_CUSTOMER_PRIV)

Order Management

Order Management

Specify How Long to Wait Before Giving Control to Users After Copying Sales Orders

It might take Oracle Fusion Cloud Order Management a few minutes to copy a sales order that has a large number of order lines. You can use an order management parameter to specify the number of seconds to wait before allowing the user to navigate away from the order while order management creates the copy. If you don't set a value, then order management gives control to the user only after it finishes copying all lines in the order.

Improve your user experience. Give the user control to navigate away from the sales order while order management copies the order instead of the user having to wait for order management to finish making the copy.

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, set the value for the Response Time in Seconds for Copy Action parameter.

Tips And Considerations

This feature works only when the user clicks Copy in the Order Management work area. It applies to all users and all business units.

The Response Time in Seconds for Copy Action parameter doesn't come predefined with a value. You can specify a value of 5 seconds to 240 seconds.

Set a Value

If you set a value, then the user can navigate away from the original sales order while order management creates a copy of it.

If order management finishes copying all lines in the order before the time that you specify elapses, then the Order Management work area displays the Edit Order page for the new copy.

If order management doesn't finish copying all lines in the order before the time that you specify elapses, then:

• The Order Management work area displays a dialog that has the order number for the new copy.

• The user can close the dialog and remain on the View Order page for the original sales order. Order management doesn't lock the original order, but the user must not modify it while order management is creating the copy.

• The user can use the order number from the dialog to search for the new copy. Order management locks the new copy while order management processes the copy request. If the search isn't successful after some time, then the user can go to the Manage Order Orchestration Messages page to search for it and examine the results.

• The user can work on other sales orders while waiting.

Don't Set a Value

If you don't set a value, then the user can't navigate away from the original sales order until order management finishes copying all lines in the order. Order management finishes copying the order, then displays the Edit Order page for the new copy.

Key Resources

• See the Manage Order Management Parameters topic on Oracle Help Center.

Role Information

• Order Entry Specialist
• Order Manager

Improve Approval Processing with Additional Attributes

You can set up approval rules according to attributes that are part of the sales order and its child entities. This enhancement adds attributes from the order header and order line that you can use when you set up your rule.

Here are the attributes that you can now use from the order header:

• Created By
• Freeze Price
• Packing Instructions
• Payment Term
• Pricing Strategy Name
• Primary Salesperson
• Purchase Order
• Sales Channel
• Shipment Priority
• Shipping Instructions
• Source Document Type
• Subinventory
• Warehouse

Here are the attributes that you can now use from the order line:

• Asset Tracked
• Customer Item
• Inventory Transaction
• Line Type
• Ordered UOM
• Over Fulfilllment Tolerance
• Payment Term
• Priced in Secondary UOM
• Primary Salesperson
• Project Record Indicator
• Purchase Order
• Purchase Order Line
• Return Reason
• Return Type
• Sales Product Type
• Secondary Ordered Quantity
• Secondary UOM
• Selling Profit Center Business Unit
• Shipment Priority
• Subinventory
• Subscription Profile
• Tax Classification Code
• Under Fulfillment Tolerance
• Warehouse
• Project Number

Use these attributes to more closely meet your business requirements for routing approvals, and to make the approval process more efficient.

Steps to Enable

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

Tips And Considerations

These attributes don't impact any of your existing rules or rule conditions.

Key Resources

• Implementing Order Management
• Using Order Management

Role Information

• Order Manager

Create Transit Times for Customer Ship-To Addresses

Create transit times with an origin or destination based on a customer ship-to address as used within Oracle Fusion Cloud Order Management.

Transit times can now refer to a customer address that is associated with the usage of ship-to address. For example, your transit times may differ based on item characteristics, such as the size of the item. You can set up multiple customer ship-to addresses, with each address having a unique site name or number. Separate transit times may be defined for each address, allowing shorter lead times to be defined for normal sized items. Larger items would have a longer lead time defined. You must select the appropriate ship-to address for the item on the order so that the corresponding transit time is used..

Steps to Enable

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

Tips And Considerations

If your customer address data references the same address multiple times, it is strongly suggested that you assign a site number or site name to each address definition. These values are shown when selecting a customer ship-to address, which may otherwise display in the search results as duplicate choices.  Use of a site number or name will allow you to confirm that the correct address is being selected.

Pricing

Import or Update a Large Number of Tiers for Price Lists

Use this feature to periodically import tier data for your price lists in batches. Assume you update your tier data on a quarterly basis, and you need to periodically import this data into Pricing Administration. This feature improves the existing batch import so you can now import tier data.

You can:

• Manage tiered adjustments for price list charges.
• Create, append, or update tier headers and tier lines, including data that you store in a flexfield.
• Monitor the import and use error messages to troubleshoot problems that occur during import.

Here's an example from the template.

• Use the Tier Header sheet to import tier header data
• Use the Tier Lines sheet to import the tier lines data

• Migrate data from your source system into Pricing Administration.
• Efficiently create and update pricing tiers on your price lists.
• Large number of tier headers and lines can be imported or updated quickly.
• Periodically maintain the data that you migrate.
• Use a stable, repeatable, and efficient process.

Watch a Demo.

Steps to Enable

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

Tips And Considerations

• Use the new Tier Headers and Tier Lines worksheets in the PriceListsImportBatchTemplate.xlsm import template.
• Set the Operation Code attribute on each worksheet to CREATE, UPDATE, or NO-OP.
• Use the Tier Line Number attribute to update a tier line that already exists.
• Use the output file from the scheduled process that you use during import to get details about the tier headers and tier lines that you imported.
• Update tier data that you create through some other technology, such as through the Pricing Administration work area, ADFdi, REST API, or another File-Based Data Import template.

Key Resources

• Watch Import or Update a Large Number of Tiers for Price Lists and Delete Pricing Data from Interface Tables Readiness Training
• Oracle SCM Cloud: Administering Pricing, available on the Oracle Help Center.

Role Information

• Job Roles:
  • Pricing Administrator
  • Pricing Manager
  • Pricing Analyst

Delete Pricing Data from Interface Tables

If you are using file based data import process to periodically import pricing and discounts data, the interface tables would grow in size as new batches are processed. As a result, there could be a gradual performance impact on the import process. This update introduces a new process to delete data from the interface tables after the batch import has completed. This ensures that the interface tables do not grow over time which can degrade import performance. You can set up the process so that it automatically runs on a schedule.

• Periodic cleansing of the redundant interface data
• Overall performance improvement and efficient batch import process

Steps to Enable

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

Tips And Considerations

• Delete Option - The scheduled process currently supports only one delete option which is to purge all the existing pricing interface data. Running this process will delete all the data from all the interface tables irrespective of the status.

• Incompatibility – The scheduled process has been made incompatible with the price list and discount list import processes so that they do not interfere with each other. It means that the following programs cannot run at the same time this interface delete process is running
  • Import Price Lists Batch
  • Import Price List
  • Import Discount Lists

Key Resources

• Oracle SCM Cloud: Administering Pricing, available on the Oracle Help Center.

Role Information

• Job Roles:
  • Pricing Administrator
  • Pricing Manager
  • Pricing Analyst

Channel Revenue Management

Deductions and Settlement

Provides research, administration, analysis, and settlement functionalities to quickly resolve deductions and settle claims, improving customer relationships and overall financial performance.

Manually Write-Off a Deduction to Settle a Claim

This is a new settlement method for write-offs after proper investigation. This capability provides you the ability to manually write off the entire claim amount of deductions, subject to approvals. As part of the manual write-off, claim analysts can specify a receivable activity. Automated write off thresholds are not related to this feature.

Manual Write-Off of Disputed Deductions after Investigation

Manual write offs are functionally applicable to deductions only; irrespective of whether they are non-invoice based or invoice based.

How Manual Write-Off Settlement Works

Deduction departments determine that a deduction is invalid but the customer disagrees and refuses to pay it back. If the deduction is still in dispute after a long period of time, it needs to be written off.

The benefit of feature is an auditable settlement process with approvals to close disputed claims after proper investigation.

Watch a Demo.

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

1. You must opt in to the functional area named:  Channel Revenue Management functional area . Then opt in to the feature named: Deductions and Settlement.
2. 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.
3. Configure the Write-off settlement method for applicable claim sources in Manage Claim Sources.
4. Configure Channel Setting: Receivables Activity for Write-off Adjustment.
5. Configure Channel Setting: Receivables Activity for Receipt Write-offs.

Tips And Considerations

• Manual write-offs for disputed claims after investigation are an all or nothing affair. Hence, write-off of partial claim amounts are not supported.

• Similarly additional settlement methods, like applying open transactions, are also not applicable because this write-off is the final point of contention, and valid settlement methods would already have been settled in child claims.

Key Resources

• Watch Deductions & Settlement Continuous Improvement Readiness Training
• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.
• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.
• 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 these predefined job roles or your own configured job roles.

• Users who are assigned this predefined job role are automatically able to access this feature:
  • Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Allow Claim Write-Offs (CJM_ALLOW_CLAIM_WRITE_OFFS_PRIV): this privilege is new in this update
  • Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)

Update and Settle Multiple Claims

Deduction departments may be responsible for resolving millions of deductions each year. A single dispute such as a pricing issue may have hundreds or thousands of related deductions.

Mass Update of claims allows a claim analyst to quickly and efficiently update multiple related open claims together, rather than update each claim separately.

The Mass Update capability provides you with the ability to:

• Search and select multiple customer claims.
• Confirm you have selected the correct claims.
• Update the selected claims.

Updateable attributes include:

• Claim type, claim reason
• Status
• Owner
• Notes and attachments
• Descriptive flexfields with a global context.

There is a new scheduled process called, Mass Update Claims, that is launched in the background to ensure a responsive user experience.

Update Multiple Claims

Mass Settlement of claims allows a claim analyst to quickly and efficiently resolve and submit multiple related open deductions together, rather than settle each claim separately. Each related claim is given a unique Mass Settlement Number that serves as a tracking number for that single dispute.

The Mass Settle capability provides you with the ability to:

• Search and select multiple customer claims.
• Confirm you have selected the correct claims.
• Resolve the selected claims either by credit memo with a single item or single memo line description or as a manual write-off with a receivables activity.

The table below explains what claim sources can be resolved, how the claims can be resolved, and the resulting AR transaction in each use case.

How Settlement of Multiple Claims Works

There are 3 additional claim search parameters:

• Claim Source
• Invoice Date Range
• Mass Settlement Number.

When you mass settle claims you will specify:

• A settlement method (either Credit Memo or Manual Write-off)
• Optionally you can provide a unique Mass Settlement Number or let the system generate one for you
• A claim type and claim reason
• An owner
• Notes and attachments
• Descriptive flexfields with a global context.

There is a new scheduled process called, Mass Settle Claims, that is launched in the background to ensure a responsive user experience.

Settle Multiple Claims

The benefits of this feature provide:

• Quick, efficient update and resolution of a single dispute or issue with hundreds of related claims.
• Improve the productivity of claim analysts.
• Auditable tracking of related claims to the single dispute.

Auditable Tracking in Settlement of Related Claims

Watch a Demo.

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

1. You must opt in to the functional area named:  Channel Revenue Management functional area . Then opt in to the feature named: Deductions and Settlement.
2. 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.
3. Configure the Write-off settlement method for applicable claim sources in Manage Claim Sources.
4. Configure Channel Setting: Receivables Activity for Write-off Adjustment.
5. Configure Channel Setting:Receivables Activity for Receipt Write-offs.

Tips And Considerations

• As thousands of claims can be selected, claims are put into a new status called Update In Progress and a respective background process is launched to either update multiple claims (Mass Update Claims) or settle multiple claims (Mass Settle Claims).

• For mass update, the claims are put into Update In Progress and returned to Open status when the update is finished.

Mass Update: Claims Status Transitions

• For mass settle upon submit, the claims are put into Update In Progress during the background process, and advances it to Approval Pending status. The assumption is that most claim analysts will not have the approval privilege; otherwise it will go to Settlement Pending status. In case of failed validation in mass settlement, failed claims will be returned to the Open status in their original state. Valid claims will proceed forward in the process.

Mass Settle: Claims Status Transitions

If claims are discovered in the Update In Progress status for a long time, the process may be stalled. The Mass Update Claims scheduled process can be re-run to re-process stalled claims in mass update. The Mass Settle Claims scheduled process can be re-run to re-process stalled claims in mass settle.

Key Resources

• Watch Deductions & Settlement Continuous Improvement Readiness Training.
• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.
• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.
• 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 these predefined job roles or your own configured job roles.

• Users who are assigned this predefined job role are automatically able to access this feature:
  • Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Reprocess Stalled Claims (CJM_REPROCESS_STALLED_CLAIMS_PRIV): this privilege is new in this update
  • Allow Claim Write-Offs (CJM_ALLOW_CLAIM_WRITE_OFFS_PRIV): this privilege is new in this update
  • Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)

Apply Taxes from Partner Tax Applications When Settling Manual Claims, Deductions, and Overpayments

Use the integration between Receivables and Oracle Fusion Tax to apply taxes from partner tax applications, in the settlement of customer claims.

The benefit is a centralized tax application integrated with the Oracle Cloud, delivering a tight integration in our settlement process and reducing time to implement. 

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

1. You must opt in to the functional area named:  Channel Revenue Management functional area . Then opt in to the feature named: Deductions and Settlement.
2. 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.
3. Enable 3rd party partner tax application for the business unit.

Tips And Considerations

The Settle Customer Claims scheduled process must be run before and after the Partner Transaction Data Extract scheduled process to process claims to Settled status. The Partner Transaction Data Extract launches the Record Partner Tax Lines schedule process to update the transaction lines.  Schedule your processes accordingly.

Key Resources

• Watch Deductions & Settlement Continuous Improvement Readiness Training
• Oracle Financials Cloud: Using Tax, available on the Oracle Help Center.
• Oracle Financials Cloud: Implementing Tax, available on the Oracle Help Center.
• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.
• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.
• 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 these predefined job roles or your own configured job roles.

• Users who are assigned this predefined job role are automatically able to access this feature:
  • Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)

Indicate That a Deduction Claim Amount is Inclusive of Tax

Indicate, on resolution, that the claim amount passed to Accounts Receivable is inclusive of tax after claim investigation. This applies to non-invoice based claims settled with a credit memo on account or an invoice, when the tax setup is configured to allow overrides at transaction time.

Upon investigation, claim analysts decides if the claim amount includes tax or not. If the claim analyst knows the amount of tax, they create a credit memo or invoice for the amount that is exclusive of taxes. Claim analysts will not override the tax configuration in that case. AR will determine that, apply the taxes during settlement and the claim is closed.

If the claim analyst does not know the amount of tax. Perhaps there are hundreds of damages and it would take too much effort to calculate the amount without tax. That is when the claim analyst would use this feature to indicate the claim amount is tax inclusive and let AR calculate the taxes and modify the AR transaction accordingly.

Indicate Claim Line Amounts are Tax Inclusive

The benefit of this feature is a centralized tax application. The tax application is always responsible for the tax calculation but after investigation a claim analyst can indicate whether the amount is inclusive of tax.

Calculated Tax in Settled Claim

Calculated Tax in Credit Memo

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

1. You must opt in to the functional area named:  Channel Revenue Management functional area . Then opt in to the feature named: Deductions and Settlement.
2. 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.
3. This feature is applicable only for non invoice based claims when the Tax Status > Controls and Defaults region > Allow tax rate override is set to Y, in conjunction with the Controls and Defaults tab > Controls Region > Allow override and entry of inclusive tax lines set to Y at the tax rate level.

Tips And Considerations

• This is not functionally applicable for invoice based claims because the tax rate in that case should always be the same as the original invoice.

Key Resources

• Watch Deductions & Settlement Continuous Improvement Readiness Training
• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.
• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.
• 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 these predefined job roles or your own configured job roles.

• Users who are assigned this predefined job role are automatically able to access this feature:
  • Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)

Configure Flexfields on a Customer Claim Header

Configure descriptive flexfields at the header level for customer claims.

• Expose configured flexfields in the claim user interface for data entry.
• Expose configured flexfields in the ChannelCustomerClaims REST service.

The benefit of this feature provides extensibility for additional claim attributes to meet customer needs without programming.

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

1. You must opt in to the functional area named:  Channel Revenue Management functional area . Then opt in to the feature named: Deductions and Settlement.
2. 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.
3. Plan and configure descriptive flexfields for the claim header in Manage Descriptive Flexfields. Manage Contexts and Segments.

Tips And Considerations

Only global context flexfields can be searched in Manage Claims.

Key Resources

• Watch Deductions & Settlement Continuous Improvement Readiness Training
• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.
• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.
• 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 these predefined job roles or your own configured job roles.

• Users who are assigned this predefined job role are automatically able to access this feature:
  • Channel Claims Manager (ORA_CJM_CLAIMS_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)

Supplier Channel Management

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

Manage Supplier Programs Through Supplier Portal

Invite suppliers to securely create and offer programs directly through the Supplier Portal. Suppliers can search, view, create, and update programs. A supplier creates their program in a draft status, which is then reviewed and approved by the supplier channel manager prior to program activation.

For wholesalers and distributors this self service capability reduces and shares the administrative load of managing programs with their suppliers.

Supplier Portal

The benefits of this feature provide:

• Stronger supplier relationships.
• Improved communications of supplier incentives via a shared definition of a program.
• Expanding self service to almost any supplier in an intuitive, browser-based solution for broad supplier adoption.

Watch a Demo.

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

If you haven't yet opted in to the Supplier Channel Management feature, then you can opt in to the feature in one of two ways:

• In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.

• Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.

After you opt in, perform these steps:

1. Provision access to Supplier Portal for supplier.
2. Distributor must configure applicable Program Types.
3. Distributor should specify the Default Program Owner in the Supplier Trade Profile.
4. The supplier item must be set up using the Trading Partner Item page in the Product Information Management work area.

Tips And Considerations

Program Status Transitions with Supplier Portal

Key Resources

• Watch Supplier Channel Management Continuous Improvement 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 this predefined job role can access this feature:
  • Supplier Sales Representative (ORA_POS_SUPPLIER_SALES_REPRESENTATIVE_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Supplier Programs in Supplier Portal (CJM_MANAGE_SUPPLIER_PROGRAMS_IN_PORTAL_PRIV): this privilege is new in this update

Capture Notes and Attachments for Supplier Claims

Add notes and attachments to supplier claims to capture additional information about the claim.

The benefit of this feature helps to justify a resolution during approvals and audit.

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

If you haven't yet opted in to the Supplier Channel Management feature, then you can opt in to the feature in one of two ways:

• In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.

• Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.

Key Resources

• Watch Supplier Channel Management Continuous Improvement 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 this predefined job role can access this feature:
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Supplier Claims (CJM_MANAGE_SUPPLIER_CLAIMS_PRIV)

Supply Chain Orchestration

Create a Transfer Supply Request That Includes Project Details

Use this feature to create a transfer supply request that includes project attributes from the Create Supply Request page in the Supply Chain Orchestration work area and from the Manage Item Quantities page in the Inventory Management work area.

Here's how it works:

1. You specify the project and task when you create a transfer supply request on the Create Supply Request page in the Supply Chain Orchestration work area.
2. Supply Chain Orchestration gets default values for the other project attributes and does the Project Accounting Transaction Control (PATC) validation.
3. Supply Chain Orchestration sends the full set of validated project attributes and a request to create a transfer order to Inventory Management.
4. Inventory Management creates the transfer order. The transfer order includes the project attributes.

Use this feature to make sure the project expenditures that you see in inventory are accurate. Your transfer order can now include project details from the Create Supply Request page. Inventory Management uses these details to fulfill the item from inventory that's specific for the project, so you can accurately apply the cost that you incur for carrying inventory to each project.

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  No Longer Optional From: Update 22C

Tips And Considerations

Enable this feature when you need to use project attributes to track your internal transfer request.

Key Resources

• See Using Supply Chain Orchestration on Oracle Help Center.

Role Information

If you have any of these predefined job roles then you can automatically use this feature.

• Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
• Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
• Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)
• Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
• Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Inventory Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

If you use your own custom job role, note that there aren't any new privileges that support this feature.

Use Service Mappings to Extend Supply Chain Orchestration's Integration with Procurement

Use a service mapping to help you integrate Oracle Fusion Cloud Order Management, Oracle Fusion Cloud Supply Chain Orchestration, and Oracle Fusion Cloud Procurement. Use the mapping to help meet your specific integration requirements. Create a sales order in Oracle Order Management, orchestrate supply in Oracle Supply Chain Orchestration, then create a purchase order in Oracle Procurement. As an option, use an extensible flexfield to integrate data that's specific to your implementation.

Modify supply orchestration data so it meets your own conditional requirements.

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

1. Get the privileges you need to manage service mappings and algorithms.
2. Go to the Supply Chain Orchestration work area, click Tasks, then click one of:

• Manage Service Mappings
• Manage Algorithms

3. Create service mappings and algorithms.

Here's part of an example service mapping that uses the SupplyOrderBuyDetailVO view object to map various attributes on the purchase request line, such as CarrierId, SupplyBuyOrdDtlsId (supply buy order details identifier), and others.

Service Map

As an option, you can also use an integration algorithm to implement your own logic. Here's part of an integration algorithm that references the PurchaseRequestLine attribute. It uses the SupplyOrderReferenceLineId attribute on the tracking line to help identify the fulfillment line that supply orchestration is integrating with procurement.

Integration Algorithm

Tips And Considerations

• Make sure your integration can send the validations that Procurement applies. Your import payload might be fine, but Procurement might not accept the request. For example, if the Name attribute and Id attribute don't reference the same customer, then Procurement uses only Id.

• Check for null conditions when you write expressions in your algorithms, especially when you query more than one request line. A null condition at runtime might create errors.

• If you encounter an error, fix it, then use the Supply Chain Orchestration work area to resubmit your request.

Role Information

• Use these predefined privileges to set up this feature:
  • Manage DOS Service Mappings
  • Manage DOS Algorithms
  • Administer Sandbox
  • View Modified Data, so you can view the runtime results

Selected Supply Chain Orchestration Bug Fixes in This Update

This update includes a bug fix that can change the way Oracle Fusion Cloud Supply Chain Orchestration works. This isn't a full list of all the bug fixes in this update. This list includes the bug fix that can cause a noticeable change in application behavior.

Use Active Source and Destination Organizations for Transfer Requests

Before update 22A, if you created a transfer request but the source organization or the destination organization wasn't active, Oracle Supply Chain Orchestration still sent the request to Oracle Fusion Cloud Inventory Management. Oracle Inventory Management created a transfer order, but couldn't process it. This happened if you used the Create Supply Request page in the Supply Orchestration work area, the Supply Order Import file-based data import, or the Supply Request REST API to create the request. Starting with update 22A, Supply Chain Orchestration sends the transfer request only if the source organization and the destination organization are active.

Oracle reference: 33074805

Steps to Enable

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

Global Order Promising

Selected Global Order Promising Bug Fixes in This Update

This update includes a bug fix that can change the way Oracle Fusion Cloud Global Order Promising works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Consider Earliest Acceptable Date Attribute as a Constraint While Promising

Use the Earliest Acceptable Date attribute on an order line to specify a date before the requested date by when the order can be shipped when the Request Type = Ship on or received when the Request Type = Arrive on.

Prior to this update, when you provided an earliest acceptable date, Oracle Fusion Cloud Global Order Promising treated the earliest acceptable date as a replacement for the requested date.  With this usage of the earliest acceptable date, Oracle Global Order Promising could potentially ship orders before the earliest acceptable date.

With this update, Oracle Global Order Promising considers the Earliest Acceptable Date attribute as a constraint while calculating the scheduled ship date and scheduled arrival date, but tries to meet the requested date. For orders with both the Requested Arrival Date and Earliest Acceptable Date attributes specified, Oracle Global Order Promising promises orders to arrive on or after the earliest acceptable date.

Oracle reference: 33131399

Steps to Enable

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

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 Fusion Cloud Global Order Promising 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, Oracle 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.

Schedule Multiple Order Lines for Delivery on the Same Date

Some orders must be planned so that multiple items arrive at the customer’s site on the same day, regardless of their source or transit method. For example, a rack-based computer might need to be delivered on the same date as its rack, which is sourced from a different facility.

You can now identify multiple order lines that should be scheduled to arrive together using arrival sets. You can also remove order lines from an arrival set, typically to remove unscheduled orders to reduce the delays caused by one or more late order lines within the set.

Enhance customer service and reduce cost by scheduling delivery of multiple items shipped from multiple locations to arrive on the same date.

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

Tips And Considerations

• When you opt in to use this feature, you must opt in to the feature named: High-Volume Order Promising. Opting in to the High-Volume Order Promising feature also enables the feature described here. If you previously opted in to the High-Volume Order Promising feature, then this feature is automatically enabled.

• This feature is currently only available for implementations that don't include Oracle Fusion Cloud Order Management.

Key Resources

• The Schedule Multiple Order Lines for Delivery on the Same Date readiness training available on Oracle Cloud Readiness for Order Management.

Role Information

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

Include Only Constrained Components and Resources in Manufacturing Lead Time Calculations

Make-to-order production of a product can be highly complex, involving hundreds, or even thousands, of components, materials, and manufacturing resources. Determining promise dates based upon availability and lead times of every component and resource is time-consuming, yet typically only a few are likely to be constrained. By streamlining the calculations required for availability checking and scheduling to this critical subset of components and materials, you can get reasonable capable-to-promise dates faster, simplify configuration, and reduce ongoing maintenance.

By default, Oracle Fusion Cloud Global Order Promising will now calculate capable-to-promise dates using a bill of resources that includes only the critical components at any level of the bill of material and critical resources in the routing. (Which components are critical is derived from the manufacturing work definition when the source system is Oracle Cloud Supply Chain Management.) Similarly, for configure-to-order items, only the critical required components and critical assemble-to-order resources will be checked. A conversion process migrates any existing capable to promise ATP rules. In addition, you can load bills of resources through file-based data import (FBDI) or refine bill-of-resource specifications using REST web services or the user interface.

Provide accurate capable-to-promise delivery dates for make-to-order items without evaluating the lead time and availability of every component, material, and resource.

• Apply promising calculations to the components and resources that matter
• Provide reasonable promise dates faster
• Simplify supply chain network modeling for production-intensive businesses

Watch a Demo.

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

When you opt in to use this feature, you must opt in to the feature named: High-Volume Order Promising. Opting in to the High-Volume Order Promising feature also enables the feature described here. If you previously opted in to the High-Volume Order Promising feature, then this feature is automatically enabled.

Steps you must take for Oracle Global Order Promising to promise items using this feature:

• Apply appropriate setups in Oracle Global Order Promising, such as creating a supply chain availability search ATP rule with the Search Components and Resources option enabled, and a Make at sourcing rule

• Collect manufacturing-related entities, such as the Items, Resources, Item Structure, and Work Definition entities

• Generate the bill of resources using the Create Bills of Resources scheduled process

• Select the simulation set that Oracle Global Order Promising should consider while promising. Do this step in the Order Promising Options page.

Tips And Considerations

• Oracle Global Order Promising uses lead times and usages defined in the Bills of Resource entity for calculating the offsets to produce the end item or subassembly.

• Both resources and components are consumed on respective dates calculated by order promising processes based on lead time offsets and calendar and other availability constraints.

Key Resources

• Watch Support Capable-to-Promise for Manufactured Items Readiness Training

Role Information

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

Automatically Generate Bills of Resources for Capable to Promise

Bills of resources are comprised of critical components, subassemblies, and resources used in the capable to promise feature of Oracle Fusion Cloud Global Order Promising to plan internal material transfers, manufacturing work orders, and purchases to fill an order when supply isn’t available. Bills of resources enable both plan runs and simulations to complete quickly because the computational burden of unnecessary detail is avoided.

You can generate bills of resources from existing manufacturing work definitions and sourcing rules through the Create Bills of Resources scheduled process rather than manually creating and loading them through a file-based data import process.

Enhance your automation of input data for capable to promise to improve planner productivity.

Watch a Demo.

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

Tips And Considerations

When you opt in to use this feature, you must opt in to the feature named: High-Volume Order Promising. Opting in to the High-Volume Order Promising feature also enables the feature described here. If you previously opted in to the High-Volume Order Promising feature, then this feature is automatically enabled.

• The Create Bills of Resources scheduled process uses collected work definition data in the form of routings and item structures as input.

• Identify critical assembly, subassembly, and component items in manufacturing organizations using the Critical Component attribute in the Items table in an input simulation set if not already set in plan inputs.

• Identify critical resources using the Bottleneck attribute in the Resources table in the input simulation set if not already set in plan inputs. Alternatively, the resource can be marked using the Check Capable to Promise attribute in the Resource definition in Oracle Fusion Cloud Manufacturing.

• The assignment set selected as the parameter will determine the sourcing rules used for determining the bill of resource.

• Bills of resources created by the process are output to a simulation set, not plan inputs.

• You can associate the output simulation set to Oracle Global Order Promising in the Order Promising Options page.

Key Resources

• Watch Support Capable-to-Promise for Manufactured Items Readiness Training

Role Information

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

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.