- Revision History
- Overview
- Optional Uptake of New Features (Opt In)
- Feature Summary
-
- Cross-Product Procurement Enhancements
- Project-Driven Supply Chain
- Purchasing
-
- Configure the Sender Email Address for Purchasing Document Communication
- Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc
- Disable Automatic Communication of Purchase Order Changes
- Set and Update Automatic Sourcing Options for Contract Purchase Agreements in Bulk
- Configure Approval Rules Based on the Purchase Order Line and Schedule Status
- Purchase Past and Future Revisions of Items
- View Matched Attribute Values in Highlighted Text When Using Global Search
- Generate Reports on Manufacturer Part Numbers for Purchase Orders Using OTBI
- View Funds Reservation Errors When Final Close or Reopen Fails for a Purchase Order
- Associate a Master Contract with a Purchasing Document
- Other Purchasing Changes in This Update
-
- Self Service Procurement
- Sourcing
-
- Enforce Different Bid Price Decrement for Each Line in Auctions
- Share Negotiation Attachments on External Website with the Abstract
- Configure Negotiation Approval Notification with Business Intelligence Publisher
- Configure Approval Rules Using Negotiation Style, Display Name and Response Visibility
- Route Approvals Based on Negotiation Owner’s Job and Department Hierarchy
- Create Reports and Analytics on External Cost Factors Using OTBI
- Other Sourcing Changes In This Update
-
- Supplier Model
- Procurement Contracts
-
- Search and Preview Contracts As a Supplier User
- Import Contract Header and Line Translations
- Use Cross-References Between Nonstandard Clauses
- Improve Terms Library Search for Clauses and Rules
- View HTML Source of Clause Text
- Use Clause Number in Keyword Search
- Author Contract Terms with Microsoft Word 2019
-
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 |
---|---|---|---|
16 AUG 2021 | Sourcing | Share Negotiation Attachments on External Website with the Abstract | Updated document. Revised Tips and Considerations. |
14 MAY 2021 | Sourcing | Enforce Different Bid Price Decrement for Each Line in Auctions | Updated document. Revised Tips and Considerations. |
14 MAY 2021 | Sourcing | Configure Negotiation Approval Notification with Business Intelligence Publisher | Updated document. Revised Key Resources. |
31 MAR 2021 | Cross-Product Procurement Enhancements | Configure Commenting Options for Approval and Rejection (Updated) | Updated document. Revised feature description. |
31 MAR 2021 | Purchasing | Purchase Past and Future Revisions of Items | Updated document. Corrected Role information. |
22 MAR 2021 | Cross-Product Procurement Enhancements | New Enhancements to Transaction Console | Updated document. Added common feature delivered in update 21B. |
22 MAR 2021 | Cross-Product Procurement Enhancements | Configure Commenting Options for Approval and Rejection | Updated document. Added common feature delivered in update 21B. |
22 MAR 2021 | Sourcing | Route Approvals Based on Negotiation Owner’s Job and Department Hierarchy | Updated document. Revised Key Resources. |
19 MAR 2021 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
SECURITY AND NEW FEATURES
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:
- Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
- Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)
Here’s how you opt in to new features:
- Click Navigator > My Enterprise > New Features.
- On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
- On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
- Click the icon in the Enabled column and complete the steps to enable the feature.
In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:
- Click Navigator > My Enterprise > Offerings.
- On the Offerings page, select your offering, and then click Opt In Features.
- On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
- On the Edit Features page, complete the steps to enable the feature.
For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations, you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
Column Definitions:
Features Delivered Enabled
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Cross-Product Procurement Enhancements
Integrate and Extend Procurement Using REST Services
In this update, Oracle Procurement Cloud delivers new and modified REST APIs to enable and simplify integration with external systems.
The new REST APIs introduced in this update are:
- Shopping Catalog Item Details
- Requisition One Time Locations
The following REST APIs are enhanced:
- Requisition Preferences
- The requisitioningOptions child resource can GET the configuration options for a specific requisitioning business unit.
- Purchase Requisitions
- GET, POST, and PATCH actions are supported for requisition lines delivered to external addresses (that is, one-time locations).
- The summaryAttributes child resource supports retrieving aggregated delivery and accounting information across all requisition lines.
- The lines child resource supports these attributes in the GET action: requisition line group, PO Buyer, and PO Supplier.
- You can add punchout items to a requisition using the Process Punchout Shopping Cart custom action.
- Procurement Requesters can execute REST calls (this was previously limited to Advanced Procurement Requesters). Function security (a privilege check) is enforced while making these REST calls. For example, if a user iexecutes a REST call to create a noncatalog requisition line, then the user must have the security privilege to create a noncatalog requisition line.
- Draft Purchase Orders
- GET, POST, and PATCH are supported for the Negotiated flag, for attributes related to source agreements (Source Agreement Procurement BU, Source Agreement, and Source Agreement Line), and for discount-related attributes (Base Price, Discount Type, Discount Reason, and Discount).
- PATCH is supported for supplier item and line description.
- Purchase Orders
- GET is supported for the Negotiated flag, for attributes related to source agreements, and for discount-related attributes.
You can use these new and modified REST services to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Key Resources
- Refer to the REST API for Oracle Procurement Cloud documentation, available on the Oracle Help Center.
Role Information
- Refer to the Job Roles and Privileges section in the REST API for Oracle Procurement Cloud documentation, available on the Oracle Help Center.
This section provides details about shared features that are related to approvals and notifications. These features are also described in Oracle Common Technologies and User Experience: What's New, Update 21B.
Display Reminder Prefix for Approval Notifications
The prefix "Reminder" is attached by default to the beginning of the title for reminder notifications related to approvals. This can be configured by specifying a value for the Add Reminder Prefix to Notification Title (BPM_REMINDER_PREFIX) profile option.
Notification with the Word Reminder At the Beginning of the Email Subject
Adding this prefix improves the visibility of reminder notifications related to approvals.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- If you don't want the word Reminder there, set the Add Reminder Prefix to Notification Title (BPM_REMINDER_PREFIX) profile option to false. Your configuration options are:
- true: Attach prefix "Reminder" to reminder notifications related to approvals
- false: Don't attach prefix "Reminder" to reminder notifications related to approvals
- In the Setup and Maintenance work area, use the Manage Applications Core Administrator Profile Values task in the Application Extensions functional area. What you set for this profile option applies to all workflow tasks.
Key Resources
Role Information
You don’t need a new role or privilege to use this feature. To update the profile option, you need a role that gives you access to the Setup and Maintenance work area.
Configure Commenting Options for Approval and Rejection (Updated)
Configure commenting options for approving and rejecting workflow tasks. You can configure comments as mandatory or optional; you can also restrict approvers from entering comments. Beginning in 21B, this feature also applies to notifications and task details that you can configure using Oracle Business Intelligence Publisher.
Your configuration options are:
- Required: A field for comments appears in the approval dialog box. An error message appears if the approver doesn’t enter comments.
- Not Allowed: The comments section doesn’t appear for the approver.
- Optional: The comments section appears, and the approver can optionally enter comments.
You can use this feature to adhere to regulatory compliance requirements that mandate auditing of comments.
Steps to Enable
- In the Setup and Maintenance work area, go to the Manage Task Configurations task or another approval setup task in the Application Extensions functional area or another functional area.
- In BPM Worklist, on the Task Configuration tab, select the workflow task.
- Click the Edit task icon in the Tasks to be configured toolbar.
- Open the Configuration subtab.
- In the Approval Pre-conditions section, for the Approve and Reject lists, select an option to determine if comments are required, optional, or not allowed when users approve or reject.
- Click the Commit task icon in the Tasks to be configured toolbar when you're ready to roll out your changes.
Comments Options for Approving and Rejecting Tasks
Role Information
To configure this feature, you need a role that lets you perform administrative tasks in BPM Worklist.
New Enhancements to Transaction Console
Leverage these enhancements to the Transaction Console:
- A new enhancement to help diagnose problems for failed transactions is available in Transaction Console. Approval rules details have been added to the Diagnostic Log to enable Administrators to review the specific conditions that may have caused failure.
- A Transaction Console refresh schedule process ('Refresh Transaction Administrator Console Transaction Status') is now delivered with a default schedule to run every hour out of the box. Please note this will not have any impact on existing customers who have already scheduled this process. If the new ESS Job finds an existing Job, then it will quit and let that process run.
Enhancements to Transaction Console improve the user experience.
Steps to Enable
You don't need to do anything to enable this feature.
Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Oracle Project Management Cloud applications. This solution is designed to support various business processes of manufacturing and asset-intensive companies.
You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.
Create Supply in Back-to-Back Flows for Sales Orders That Include Project Details
Use this feature to make sure the project expenditures that you see in inventory are accurate. If you create a sales order that includes project details in Order Management, then Supply Chain Orchestration will include your project details on the purchase order, transfer order, or work order. You can then receive or finish the item in project-specific inventory in your back-to-back flows.
Here's how it works.
- You create a sales order in Order Management cloud that includes project details.
- Order Management sends a supply request that includes project details to Supply Chain Orchestration.
- Supply Chain Orchestration gets a supply recommendation from Global Order Promising according to the sourcing rules that you set up for your back-to-back fulfillment for the item.
- Supply Chain Orchestration uses the supply recommendation to create a supply order.
- Supply Chain Orchestration sends a request to create supply for a purchase order, transfer order, work order, or on-hand reservation.
- Order Management sends the sales order details to Inventory Management.
- Inventory Management creates shipment lines to fulfill the item.
- Your back-to-back fulfillment uses a buy, make, transfer, or on-hand flow to create supply.
There are some unique differences for each of these flows.
Buy
- Supply Chain Orchestration creates a purchase requisition that includes project details from the sales order.
- Oracle Procurement converts the requisition into a purchase order with project details.
- Inventory Management receives the item and adds it to inventory that's specific for the project.
- You can't update the project attributes on a back-to-back purchase order.
Make
- Supply Chain Orchestration creates a back-to-back work order that includes project details form the sales order.
- Manufacturing completes the production and adds the item to the inventory that's specific for the project.
- You can't update the project and task on the work order that's reserved for the sales order, but you can update other project attributes for a work order that isn't released.
Transfer
- Supply Chain Orchestration sends a back-to-back transfer order request that includes project details from the sales order to Inventory Management.
- Inventory Management creates a transfer order that includes the project details, then interfaces the transfer order details to the warehouse.
- The warehouse manager uses the project details that are on the transfer order to identify the project-specific inventory to fulfill the item, then picks and ships the item.
- You can't update project attributes on the transfer order.
On-hand
- You can use the on-hand flow when on-hand supply is available in the fulfillment warehouse that you use for the back-to-back item.
- Global Order Promising sends a recommendation to Supply Chain Orchestration to reserve on-hand supply if on-hand inventory is found in the fulfillment warehouse.
- Supply Chain Orchestration uses project details from the sales order to reserve on-hand supply for the back-to-back order.
Inventory Management reserves the on-hand supply.
Use this feature to make sure the project expenditures that you see in inventory are accurate. Your purchase order, transfer order, or work order can now include project details from the sales order. 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.
If you don't use this feature, then Inventory Management uses common inventory to fulfill the item, and costs get averaged for all items that are in common inventory regardless of whether they are part of a project. This situation can result in project expenditures that aren't accurate because costs aren't specific to the project, and it might affect your project margins.
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 21D
Tips And Considerations
- Global Order Promising doesn't consider project details.
- Use the Supply Chain Availability promising mode when you set up your available-to-promise (ATP) rule for each item that you fulfill in a back-to-back flow.
- Consider excluding on-hand supply for your back-to-back item. This will help to avoid a reservation failure for your project-specific inventory.
Key Resources
- For more information on this feature, refer to the following guide, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Watch Execute Project-Specific Back-to-Back Fulfillment Release Training
Role Information
Users with any of the following predefined job roles are automatically able to participate in the project-driven supply chain process:
- Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
- Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
- Order Manager (ORA_DOO_ORDER_MANAGER_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)
- Manufacturing Engineer (ORA_WIS_MANUFACTURING_ENGINEER_JOB)
- Production Supervisor (ORA_WIE_PRODUCTION_SUPERVISOR_JOB)
- Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
- Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
- Buyer (ORA_PO_BUYER_JOB)Cost Accountant (ORA_CST_COST_ACCOUNTANT)
- 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're maintaining your own configured job roles: no new privileges were introduced to support the Execution of Project-Specific Back-to-Back Fulfillment feature.
Configure the Sender Email Address for Purchasing Document Communication
Specify the sender email address for purchasing document communication. You can now configure any email address for the sender instead of using the application-generated or buyer's email address.
Configuring an organization-wide email address for purchasing document communication lets your suppliers add the address to their list of approved senders. It also ensures that replies from suppliers are received in a centrally monitored inbox.
This screen capture illustrates the feature.
PO Communication Email with Organization-Wide Sender Address
Steps to Enable
- From the Procurement Offering, navigate to the Manage Purchasing Profile Options task.
- Set the Purchase Order E-mail Sender (PO_FROM_EMAIL_ADDRESS) profile option to Specified Email Address.
- Set the Sender Email Address for Supplier Communication (ORA_PO_GENERIC_EMAIL_ADDRESS) profile option to the organization-wide email address that you want to use to communicate purchasing documents.
Set the Purchase Order E-mail Sender Profile Option to Generic Email Address
Set the Organization-Wide Sender Email Address for Purchasing Documents
Tips And Considerations
The format of the email address entered in the profile option isn't validated.
Role Information
You have a couple of options for giving people access to set up and use 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 the Manage Purchasing Profile Options task:
- Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
- Financial Supply Chain Manufacturing Application Administrator (ORA_FUN_FIN_SCM_MFG_APPLICATION_ADMINISTRATOR_JOB)
- Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc
When a new purchase order or change order is communicated by email, you can now notify additional supplier contacts and internal stakeholders by sending them carbon copies and blind carbon copies of the email sent to the primary recipients. You can enter multiple cc and bcc recipients in these UI pages:
- Edit Order
- Edit Change Order
- Communicate action from Manage Orders
- Communicate action from View Revision History
- Communicate action from View Order
- Cancel Order
You can also enter multiple cc and bcc email recipients when creating a new purchase order using file based data import (FBDI) and when creating a new purchase order or canceling an existing purchase order using REST services.
Watch a Demo
This screen capture illustrates the feature.
Communicate Purchase Orders to Secondary Recipients Using the Cc and Bcc Fields
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
Tips And Considerations
This feature doesn't support purchase agreement communication.
Key Resources
Role Information
You have a couple of options for giving people access to set up and use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned this predefined job role are automatically able to access this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
- Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
Disable Automatic Communication of Purchase Order Changes
Disable the Communicate purchase order changes setting in Configure Procurement Business Function to prevent the communication of change orders to suppliers. When the setting is disabled, change orders will be created with the Communication Method set to None and Acknowledgment Required set to None. You can manually update these values on individual change orders to allow supplier communication as needed.
The Communicate purchase order changes setting affects:
- Creating a change order or canceling an order online, with SOAP request, or with REST request (including requester initiated change orders)
- Creating a change order using the file-based data import
These screen captures illustrate the feature.
Communicate Purchase Order Changes in Configure Procurement Business Function
Communication Method and Required Acknowledgment Set to None
Steps to Enable
The Communicate purchase order changes setting in Configure Procurement Business Function is enabled by default. To prevent the communication of change orders to suppliers, you must disable the setting.
Tips And Considerations
This feature doesn’t affect electronic communication. To disable electronic communication of change orders, disable the CHANGE_PO_OUT document association in the Associated Collaboration Documents setup on the supplier site. To know more about how to define the association between suppliers and trading partners, see Associate Suppliers with Trading Partners for Procure-to-Pay.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to setup this feature:
- Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
- Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
- Users who are assigned configured job roles that contain this privilege are able to setup this feature:
- Manage Procurement Configuration (PO_MANAGE_PROCUREMENT_CONFIGURATION_PRIV)
- Users who are assigned this predefined job role are automatically able to access this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
- Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
Set and Update Automatic Sourcing Options for Contract Purchase Agreements in Bulk
Use file-based data import (FBDI) to set and update automatic sourcing options for your contract purchase agreements (CPA). You can now enable or disable an existing CPA for automatic document sourcing. You can also control if automatic document sourcing should be limited to punchout-sourced requisitions for new and existing CPAs. When creating or updating a CPA using FBDI, you can select the value for the Enable automatic sourcing column from these options:
- Y: Enable the CPA for automatic sourcing of all requisitions
- PUNCHOUT REQUESTS ONLY: Enable the CPA only for automatic sourcing of punchout-sourced requisitions
- N: Disable the CPA for automatic sourcing of all requisitions
This screen capture illustrates the feature:
Enable Automatic Sourcing for CPA Created or Updated from FBDI
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- To know more about the file-based data import process and to download the latest version of the Contract Purchase Agreement template, see the File-Based Data Import for Procurement guide.
Role Information
You have a couple of options for giving people access to set up and use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned these predefined job role are automatically able to access this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)
- Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)
Configure Approval Rules Based on the Purchase Order Line and Schedule Status
Configure approval rules based on the purchase order line and schedule status. This lets you write approval rule conditions to either include or exclude records based on their status.
For example, suppose you have a purchase order with 2 lines. Lines 1 is charged to cost center 123 and is canceled, and line 2 is charged to cost center 456 and is open. Your approval rules are configured to route change orders for approval based on the cost center, but you don't want to notify approvers for existing canceled lines. You can add a condition to filter out canceled lines such that:
- Approvers for cost center 123 won't be notified
- Approvers for cost center 456 will be notified
If a more granular level of approval is necessary, you can create an approval rule condition based on the schedule status.
These screen captures illustrate the feature:
Approval Rule Condition Using the Purchase Order Line Status
Approval Rule Condition Using the Purchase Order Schedule Status
Steps to Enable
To take advantage of this feature, you must configure your purchasing document approval rules to use the Line Status and the Schedule Status attributes.
Role Information
You have a couple of options for giving people access to the Manage Purchasing Document Approvals task, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access the Manage Purchasing Document Approvals task:
- Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
- Financial Supply Chain Manufacturing Application Administrator (ORA_FUN_FIN_SCM_MFG_APPLICATION_ADMINISTRATOR_JOB)
- Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
- Users who are assigned configured job roles that contain this privilege are able to access the Manage Purchasing Document Approvals task:
- Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV)
Purchase Past and Future Revisions of Items
Purchase items without any item revision restrictions, including revisions that are already expired or will be effective in the future. When creating or editing a purchase order line or an agreement line, the Item Revision dialog box displays all item revisions with their effective date so that you can select the one you want to order.
This screen capture illustrates the feature.
Item Revision Dialog Box
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 No Longer Optional From: Update 21D
Tips And Considerations
If you don't opt in to this feature, purchase order submission will continue to fail if any of the lines references an item revision that isn't currently effective.
Role Information
You have a couple of options for giving people access to use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned these predefined job role are automatically able to access this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
- Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
- Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)
- Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)
View Matched Attribute Values in Highlighted Text When Using Global Search
View matched attribute values in highlighted text when using global search. Using this feature, you can now easily identify sections of the document where there was a match.
This screen capture illustrates the feature.
Search Results Display with Matched Attribute Values in Highlighted Text
Steps to Enable
You need to configure the search extension framework for global search to use this feature. For more details on configuring the search extension framework, see Enable Search Extension Framework.
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 are automatically able to use this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Search Purchase Order (PO_SEARCH_PURCHASE_ORDER_PRIV)
- Search Purchase Agreement (PO_SEARCH_PURCHASE_AGREEMENT_PRIV)
Generate Reports on Manufacturer Part Numbers for Purchase Orders Using OTBI
Include manufacturer and manufacturer part number attributes on analyses created based on the Procure to Pay Real Time or the Purchasing Real Time Subject Areas. The attributes are available under these folders:
- Procure to Pay Real Time Subject Area: Procurement Item
- Purchasing Real Time Subject Area: Purchase Order Lines > Purchase Order Line Details
Values for these attributes are taken from the underlying purchase order line.
This screen capture illustrates the feature:
Manufacturer and Manufacturer Part Number
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
You have a couple of options for giving people access to use 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 the Procurement - Procure to Pay Real Time subject area:
- Buyer (ORA_PO_BUYER_JOB)
- Purchase Analysis (ORA_PO_PURCHASE_ANALYSIS_ABSTRACT)
- Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
- Accounts Payable Manager (ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB)
- Accounts Payable Supervisor (ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB)
- Accounts Payable Specialist (ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB)
- Users who are assigned any of these predefined job roles are automatically able to access the Procurement - Purchasing Real Time subject area:
- Buyer (ORA_PO_BUYER_JOB)
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- Purchase Analysis (ORA_PO_PURCHASE_ANALYSIS_ABSTRACT)
- Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
- Procurement Contract Administrator (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)
- Users who are assigned configured job roles that contain this duty role are able to access the Procurement - Procure to Pay Real Time subject area:
- Spend Transaction Analysis Duty (FBI_SPEND_TRANSACTION_ANALYSIS_DUTY)
- Users who are assigned configured job roles that contain this duty role are able to access the Procurement - Purchasing Real Time subject area:
- Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)
View Funds Reservation Errors When Final Close or Reopen Fails for a Purchase Order
Drill down to the funds reservation results from error messages. These error messages are displayed when final close or reopen fails for a purchase order because of issues in releasing or reserving funds. You can contact the budget manager listed on the results for assistance in resolving the issues.
These screen captures illustrate the feature:
Reopen Purchase Order Error Message Dialog Box
Purchase Order Funds Reservation Results
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
You have a couple of options for giving people access to set up and use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned this predefined job role are automatically able to access this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
- Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
Associate a Master Contract with a Purchasing Document
Associate a master contract with a purchasing document. The master contract sets the overall terms and conditions between parties. This feature was originally introduced in 20B. In this update, additional functionality is added. After you opt in to the feature named Associate a Master Contract with a Purchasing Document, you can use the feature described in this section.
Use Master Contract Variables While Authoring Purchasing Documents
Use master contract variables to refer to the information from the parent contract directly. When you author terms and conditions on a purchasing document, now you can use these variables in your clause templates and policy rules:
- Master Contract Number
- Master Contract Supplier
- Master Contract Start Date
- Master Contract End Date
- Master Contract Agreement Amount
- Master Contract Currency
Using this feature, you can now directly refer to the information from the master contract associated with your purchase orders and purchase agreements, and report contract-specific terms deviations. The variables get automatically resolved based on the referenced master contract.
These screen captures illustrate the feature.
Contract Clause Using Master Contract Variables from the Terms Library
Master Contract Variables with Values Resolved from the Enterprise Contract Referenced on the PO
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
Opt in to the parent feature named: Associate a Master Contract with a Purchasing Document. If you previously opted in to the Associate a Master Contract with a Purchasing Document feature, then this feature is automatically available to you.
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 are automatically able to use this feature:
- Buyer (ORA_PO_BUYER_JOB)
- Procurement Manager (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)
- Procurement Contract Administrator (ORA_PO_PROCUREMENT_MANAGER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Author Standard Contract Terms and Conditions (OKC_AUTHOR_CONTRACT_TERMS_AND_CONDITIONS_TEMPLATE_PRIV_OBI)
- Author Additional Standard Contract Terms and Conditions (OKC_AUTHOR_CONTRACT_TERMS_AND_CONDITIONS_STANDARD_PRIV)
- Author Nonstandard Contract Terms and Conditions (OKC_AUTHOR_CONTRACT_TERMS_AND_CONDITIONS_NON_STANDARD_PRIV_OBI)
Other Purchasing Changes in This Update
This section includes details about additional changes in this update that can change the way Oracle Purchasing Cloud works.
PO Distributions Accounts Are Now Rebuilt When Project Attributes Are Updated
The purchase order distribution accounts are now rebuilt upon saving when any of the project cost collection attributes is updated.
NOTE: This bug fix was also made available in a monthly update of 21A and 20D.
Bug reference: 31961956
Country of Origin Value for Standalone POs Defaults from the Supplier Site if the Value Is Empty in the ASL Entry
When you create a purchase order without a backing requisition using the UI, the country of origin value now defaults from the supplier site if there is no ASL entry or if the ASL entry has no country of origin.
Bug reference: 31930511
Optimize PDF Generation and CMK Communication for Purchase Orders
To address performance issues encountered with PDF generation and CMK communication when high volumes of purchase orders are processed (each having upto 3000 lines), optimize the PDF generation process using the BI Publisher Client API. To use the API, you must enable this profile option:
- Profile Option Code: ORA_PO_BIP_CLIENT_API_FOR_PDF_CMK
- Level: Site
- Value: Y
Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to set the profile option.
After you enable the profile option, changes to the report template, sub-templates, or data models can take up to 24 hours to reflect. If you are using email communication, the generated PDF will list the toSupplier text-based attachments but won't display their content. However, when the PO is communicated, the toSupplier text-based attachments will be included in the .zip file send to suppliers.
If you don’t want the new behavior, you must keep the profile option disabled.
Bug reference: 31601868
Use Task Number to Identify Project Tasks When Importing Requisitions
Use the Task Number field to identify a specific project task when importing requisitions using the file-based data import template.
In the FBDI template for a purchase requisition, you can load the task number using the existing POR_REQ_DISTS_INTERFACE_ALL sheet. If both task name and task number are provided in the template, then task number takes precedence.
NOTE: This feature was also made available in a monthly update of 21A and 20D.
The Task Number field helps you identify the specific project task when the task name isn't unique.
Steps to Enable
Download and review the latest requisition import template available in the File-Based Data Import for Oracle Procurement Cloud guide.
Configure One-Time Address in Requisition Preferences
Configure one-time address as part of requisition preferences for both Expense and Work Order destination types. This helps you use the default one-time address for all requisition lines without updating the delivery information at requisition submission.
This feature simplifies the requisition process for you if you work remotely or have work assignments at non-internal locations. You don’t need to enter a one-time delivery address for multiple requisition lines manually.
This screen capture illustrates the feature.
One-Time Address in the Requisition Preferences
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
Enable the Capture One Time Address in Structured Format opt in and the One-time address option in the Configure Requisitioning Business Function set up to use the One-time address in preferences.
Tips And Considerations
- One-time address-based preferences aren't supported in the mobile app.
- The one-time address is valid only for Expense and Work Order destination types.
- If you switch between Internal and One-time deliver-to location types, you need to re-enter the details manually.
- You can't use the one-time address preference for Internal Material Transfer lines and External Requisitions.
Role Information
You have a couple of options for giving people access to set up and use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Create Requisition with One Time Location (POR_CREATE_REQUISITION_ENTER_ONE_TIME_LOCATION_PRIV)
Other Self Service Procurement Changes in This Update
This section includes details about additional changes in this update that can change the way Oracle Self Service Procurement Cloud works.
Improved Search Based on Keyword Relevance Score
NOTE: This bug fix was also made available in a monthly update of 21A.
The relevance score of the shopping search now includes the occurrence of the search keyword across all the searchable attributes of a catalog item, such as Blanket Purchase Agreement (BPA), Punchout Item, Master Items, and Smart Forms. The more times a search keyword exists across the searchable attributes for a catalog item, the higher the relevance, which means the catalog item is returned higher in the search results.
Before this change, the same relevance score was assigned to all the search results, regardless of how many times the search keyword matched across searchable attributes. The search results weren't displayed in the order expected.
If you don’t want this new behavior, you can opt out by setting this profile option:
- Profile Code: ORA_POR_OPTIMIZE_SEARCH_RELEVANCE
- Level: Site
- Value: No
Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to set the profile value.
Bug reference: 31970332
Display Information Templates in Alphabetical Ascending Sequence in Various Shopping Flows
Display information templates in an alphabetical ascending sequence based on the information template's display name on these pages:
- Smart Forms
- Shopping Search Results
- Add Requisition Line
- Create Noncatalog Request
- Edit Requisition
As a Procurement Administrator, this helps you organize information template content associated with smart forms and categories in a specific order. You should evaluate and reconfigure the information templates to display them in the required order.
Before update 21B, you couldn’t control the sequence of the information template's display order. With this update, you can.
If you don’t want this new behavior, you can opt out by setting this profile option:
- Profile Code: ORA_POR_INFO_TEMPLATES_DISPLAY
- Level: Site
- Value: No
Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to set the profile value.
Bug reference: 32024985
Enforce Different Bid Price Decrement for Each Line in Auctions
In auctions, suppliers often submit multiple bid revisions to compete for business. Negotiation owners require, either that the supplier’s revised bid price for a line be lower than the best bid, or lower than their previous bid. This is enforced by specifying a decrement as an amount or a percentage which is applied to all lines in the auction. However, when auction lines have significant price variation, there’s a need to apply an appropriate price decrement for a line based on the price of that product or service.
With this feature, you can now set a different decrement for each line. This will ensure that suppliers bid with a lower price than their previous bid or the best bid for each line according to the line’s specified decrement. If suppliers fail to reduce their bid price by the specified line decrement, they will be alerted with the exact amount by which they need to reduce the price on each line.
Negotiation Owner Specified Decrement for Each Line
Decrement Enforced in Supplier’s Revised Bid on Each Line
Ensure your suppliers are bidding fairly by enforcing a different decrement for each line. As your suppliers bid on each line, they will be forced to decrease their bid over their prior bid or best price based on the controls you set.
Steps to Enable
Enable the Line level price decrement control in a negotiation style:
- In the Setup and Maintenance work area, go to the Manage Negotiation Styles task
- Offering: Procurement
- Functional area: Sourcing
- Task: Manage Negotiation Styles
- On the Manage Negotiation Styles page, select and edit one of your existing negotiation styles, or create a new negotiation style. (You can't edit a predefined negotiation style.)
- In the Controls section, under the Lines group, select the Line level price decrement check box to enforce a different bid price decrement for each line in auctions. This control is checked by default in the following predefined styles: Standard Negotiation and Simple Negotiation.
Tips And Considerations
- Response Revision Settings are displayed when the Ranking Method is Price only and the response rule Allow response revision is selected. Default Line Decrement can be specified when the Revised Line Price setting is either Lower than previous price or Lower than best price. The default decrement is copied when you create a line. You can choose to set a different decrement for each line.
Set the Default Line Decrement
- Line level price decrement is enforced even when the supplier uses proxy bidding.
- Proxy bidding enables the supplier to have the application automatically rebid on their behalf by a set amount when a better bid is submitted by another supplier. The supplier can specify a proxy decrement by which the bid price is automatically reduced in order to beat the competing bid. The proxy decrement must be equal to or greater than the minimum line decrement specified for that line.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)
- Supplier users who are assigned the following predefined job role are automatically able to access this feature:
- Supplier Bidder (ORA_PON_SUPPLIER_BIDDER_ABSTRACT)
- Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV): this privilege already exists in the application.
- Supplier users who are assigned configured job roles that contain this privilege are able to access this feature:
- Edit Supplier Negotiation Response (PON_EDIT_SUPPLIER_NEGOTIATION_RESPONSE_PRIV): this privilege already exists in the application.
Share Negotiation Attachments on External Website with the Abstract
Category managers can now include supplier attachments when they post the abstract on their public website. All negotiation attachments categorized as 'To Supplier' are displayed in the abstract listing if the control 'Include negotiation attachments to supplier' is checked under the Abstract tab as shown in the following screenshot.
All negotiation attachment types are supported which include file, text, or URL link. This control is also available when creating an amendment, or a new round.
Edit Negotiation Abstract
Many organizations, especially in the public sector, post abstracts of negotiations on their website for suppliers and potential suppliers to review. It's often important to include supporting documents and links to additional information, such as participation requirements, to better communicate negotiation details to suppliers.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To use the Abstracts feature, select the Abstract check box in the negotiation style by using the Manage Negotiation Styles setup task in the Setup and Maintenance work area. Abstracts are already enabled in the predefined two-stage negotiation style. (Predefined negotiation styles can't be edited.)
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)
Configure Negotiation Approval Notification with Business Intelligence Publisher
This feature allows you to configure the content and layout of the negotiation approval notification using an Oracle Business Intelligence Publisher template. You can display additional attributes including descriptive flex fields available in the Oracle Business Intelligence Publisher data model. The template makes it easy to modify the layout and content as required.
Negotiation Approval Notification Based on the Oracle Business Intelligence Publisher Template
View negotiation approval notifications in a mobile-friendly format to drive quick approve or reject decisions using your smartphones.
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 No Longer Optional From: Update 21D
After you enable the feature, follow these steps to configure the template for negotiation approval notifications:
- In the Navigator, click Reports and Analytics.
- In the Sourcing Business Intelligence Catalog, locate the Negotiation Approval Notification Report, and then click Customize. This creates a copy of the report in your custom folder.
- Edit the template Negotiation Approval Notification Report. Hide or show additional attributes by adding from the Negotiation Approval Notification Data Model.
- Upload the template (select the appropriate locale for your instance).
Key Resources
- How to Access and Modify Report Components chapter in the Creating and Administering Analytics and Reports for Procurement guide, available on the Oracle Help Center.
Role Information
To use this feature, one of the following roles is required:
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- BI Administrator (BIAdministrator)
The Category Manager or BI Administrator can configure the negotiation invitation notification using Business Intelligence Publisher.
Configure Approval Rules Using Negotiation Style, Display Name and Response Visibility
New approval attributes are now available to configure negotiation and award approval rules. The category manager can route the negotiation or award documents to the right approver based on the following attributes:
- Negotiation Style
- Negotiation Display Name
- Response Visibility
Negotiation display name is your configured name for the negotiation type. For example, 'RFQ' can be configured to 'Solicitation' in the negotiation style. Response visibility can be open, blind or sealed. In an open negotiation, suppliers see the prices and ranks of competing responses. In a blind negotiation they do not see competitive information. In a sealed negotiation, buyers can't see responses unless they are unlocked, and suppliers only see competing responses once it is unsealed.
Edit Approval Rules
Flexibility in creating approval rules ensures that the right approvers are being reached to make the best approval decisions based on your business needs.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Setting Up Approvals in Oracle Fusion Procurement 20D
- Approval Management for Procurement in Implementing Procurement guide.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
- Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV)
Route Approvals Based on Negotiation Owner’s Job and Department Hierarchy
Configure negotiation and award approvals by creating approval rules based on the negotiation owner’s organization hierarchy. You can specify approval authority based on the amount limits set for each job, position, grade, and department. For example, an RFP with a negotiation owner that has the job of Manager or level 3 could be configured for auto-approval up to $1000, but require two levels of approval using supervisory hierarchy if the negotiation amount is over $1000.
The new attributes available are:
- Negotiation Owner
- Negotiation Owner Department
- Negotiation Owner Grade
- Negotiation Owner Job Name
- Negotiation Owner Job Level
- Negotiation Owner Position
Negotiation Approval Rules Based on the Negotiation Owner's Job Name and Level
Flexibility of using negotiation owner related attributes in creating approval rules ensures that the right approvers are being reached to make the best approval decisions based on your business needs.
Steps to Enable
- In the Setup and Maintenance work area, in the Tasks tab, click Search.
- On the Search page, search for the Manage Supplier Negotiation Approvals or Manage Supplier Negotiation Award Approvals task
- Create approval rules to use the negotiation owner related attributes
Key Resources
- Setting Up Approvals in Oracle Fusion Procurement 20D, available on My Oracle Support.
- Approval Management for Procurement in the Oracle Procurement Cloud: Implementing Procurement guide, available on the Oracle Help Center.
Role Information
You have a couple of options for giving people access to the Manage Supplier Negotiation Approvals and Manage Supplier Negotiation Award Approvals tasks, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access the Manage Supplier Negotiation Approvals and Manage Supplier Negotiation Award Approvals tasks:
- Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
- Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
- Users who are assigned configured job roles that contain this privilege are able to access the Manage Supplier Negotiation Approvals and Manage Supplier Negotiation Award Approvals task:
- Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV)
Create Reports and Analytics on External Cost Factors Using OTBI
You can now create reports for external cost factors in the Oracle Transactional Business Intelligence application. External cost factor attributes are available within the following subject areas:
- Supplier Negotiations Real Time: Negotiation Line > Negotiation Line Detail > Negotiation Line Cost Factors
- Supplier Responses Real Time: Response Line > Response Line Detail > Response Line Cost Factors
- Supplier Awards Real Time: Award Details > Award Line Detail > Award Line Cost Factors
External Cost Factors Report
Analyze the business impact of external cost factors provided by your suppliers by creating your own reports.
Steps to Enable
You don't need to do anything to enable this feature.
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 below predefined job role are automatically able to access this feature:
- Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
- Users who are assigned configured job roles that contain the below duty can access this feature:
- Sourcing Transaction Analysis (FBI_SOURCING_TRANSACTION_ANALYSIS_DUTY)
Other Sourcing Changes In This Update
This section includes details about additional changes in this update that can change the way Oracle Sourcing Cloud works.
Response Attachments Excluded for Archived Responses
In this update, archived response attachments are excluded when category managers download response attachments from the Response Attachments page. This helps to avoid unnecessary confusion because these attachments are no longer relevant to the negotiation process.
Supplier's Assigned Response Currency is Defaulted in their Response
Currently, in a multi-currency negotiation, the supplier has to select the assigned response currency from the drop-down list when creating a response. If the supplier doesn’t remember to select the assigned currency, the response is created in the negotiation currency. This may lead the supplier to inadvertently submit the response in the wrong currency.
With this change, when a specific response currency is assigned to a supplier, that currency is automatically selected when the supplier creates a response.
Supplier’s Assigned Response Currency is Automatically Selected When Creating a Response
Provide Rejection Reason in Supplier Registration
Supplier registration is an integral part of onboarding suppliers. When a supplier registration request is rejected, the decision needs to be communicated to the internal requester or supplier. Without a programmatic, structured means to communicate and review the rejection reason, the onboarding process is incomplete. The supplier management team wastes time to retrieve and communicate the rejection reason offline. The internal requester or supplier also has manual work trying to get information on why their registration was rejected.
Internal and external supplier registration flows now support a customer-defined reason along with comments when rejecting a supplier registration. The rejection reason and comments are communicated to the internal requester or supplier and captured in the registration request. Having a rejection reason will improve communication and audit in the supplier onboarding process.
Enter Rejection Reason and Comments in Supplier Registration Request Approval Notification
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
You can optionally configure the values in the Rejection Reason drop-down list.
- Login as a Procurement Application Administrator and navigate to the Setup and Maintenance work area.
- In the Setup and Maintenance work area, go to the Manage Standard Lookups task.
- Search for Lookup Type: ORA_POZ_REG_REJRSN and add new lookup code and meaning.
Tips And Considerations
- When the feature is enabled the reject request popup is presented to any registration approver when performing the reject action to capture a reason.
- The Reason and Comments fields are optional. You can click OK directly if you don't want to provide any reason for rejecting the registration.
Search and Preview Contracts As a Supplier User
Oracle Supplier Portal provides a platform where your suppliers can manage various transactions and documents. Now, your suppliers can search and preview contracts assigned to them using the Manage Contracts task.
Manage Contracts task in Supplier Portal
Different filters offer flexibility in searching for contracts. From the search results, your suppliers can preview contracts in the user-friendly PDF format, and download contract documents. In addition to the primary contract document they can see a list of any documents that are attached to the contract in the Contract category.
Manage Contracts
The Manage Contracts page only displays contracts in the Active, Closed, Expired, and Hold statuses.
This Manage Contracts self-service task streamlines the communication with suppliers and improves process efficiency in managing your contracts.
Steps to Enable
A new duty role Manage Supplier Contracts in Supplier Portal Duty is assigned to these job roles:
- Supplier Accounts Receivable Specialist
- Supplier Bidder
- Supplier Customer Service Representative
- Supplier Demand Planner
- Supplier Sales Representative
The Manage Supplier Contracts in Supplier Portal Duty contains these two privileges:
- Enable Buy Intent
- Manage Supplier Contracts in Supplier Portal
Update your job role definition as needed to incorporate the above changes.
If you are using a custom Supplier Bidder job role, you must replace the following data security policy with a new data security policy:
- Old policy to be replaced:
- Policy Name: Grant on Contract
- Policy Condition: Access the contract for table OKC_K_HEADERS_ALL_B for the business units for which they are authorized
- New policy to be added:
- Policy Name: Grant on Contract
- Policy Condition: Access the contract for table OKC_K_HEADERS_ALL_B for the procurement contracts for which they are authorized
Tips And Considerations
If you don't want your supplier users to see the Manage Contracts task, you can create a custom job role, remove the privilege, and assign the role to the supplier user.
Role Information
To use this feature, one of the following roles is required:
- Job Role Name and Code:
- Supplier Accounts Receivable Specialist (ORA_POS_SUPPLIER_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB)
- Supplier Bidder (ORA_PON_SUPPLIER_BIDDER_ABSTRACT)
- Supplier Customer Service Representative (ORA_POS_SUPPLIER_CUSTOMER_SERVICE_REPRESENTATIVE_JOB)
- Supplier Demand Planner (ORA_POS_SUPPLIER_DEMAND_PLANNER_JOB)
- Supplier Sales Representative (ORA_POS_SUPPLIER_SALES_REPRESENTATIVE_JOB)
Import Contract Header and Line Translations
You can use Import Management from the Tools work area to import the contract translations objects into Enterprise Contracts. Here's the list of objects you can import:
- Contract Header Translation
- Contract Line Translation
You can also update the attributes of these translation objects using import.
This feature lets you transfer contract header and line translations from an external application to Enterprise Contracts.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Import Your Data" chapter in the Understanding Import and Export Management for CX Sales and B2B Service guide.
Use Cross-References Between Nonstandard Clauses
You can define cross-references in the contract terms to refer to other clauses in the document from another clause. You can now set up these cross-references between nonstandard clauses, in addition to standard clauses defined in the Terms Library. References are often applicable when the legal language in a clause refers to terms described in another clause from the same document. When you update a contract document by either moving a clause or inserting a new clause, the application automatically updates the cross-reference used in the clause text.
Cross-Reference in Edit Clause
Cross-references in contract terms and conditions make it easier for readers to find supporting information between clauses in the contract.
Steps to Enable
To add cross-references to clause text:
- Create variables for any references you'd like to set up. Variables you want to use in cross-references must be defined with a Java string source and the system method name Get clause cross-reference.
- Create or edit the nonstandard clause you want to point to in your cross-reference and add the cross-reference variable to the clause. This provides the anchor point for the clause.
- Update any clauses where you want to add the reference and insert the cross-reference variable into the clause text. The variable resolves to indicate the numbered position of the referenced clause in the contract terms.
Tips And Considerations
- Adding a prefix when naming your cross-reference variables can help you identify variables that are used to support cross-references from other types of variables.
- For cross-references to point to an identifiable location in your contract terms, for example, 'Refer to clause 2.1', you need to ensure you're using concatenation in your numbering scheme definition. Without concatenation, the cross-reference variable resolves without any context, for example ,'...refer to 1' instead of '...refer to 2.1'.
Key Resources
- See the "Set Up Contract Terms and Clause Library Configurations” chapter in the Using Customer Contracts guide.
Improve Terms Library Search for Clauses and Rules
SEARCH CLAUSES
You can add these columns to your search results to filter the clauses on the Clauses page:
- Row - Displays the sequence number for the search results.
- Display Title - Displays the optional title defined in the Terms Library for a clause.
The Export to Excel action is available from the search results table to export your clauses for offline analysis.
Search Clauses
SEARCH RULES
You can add these columns to your search results to filter the rules in the Rules page:
- Row - Displays the sequence number for the search results.
- Business Unit - Displays the business unit assigned to the rule in the Terms Library.
When you search for rules using the Used in Terms Template or Contains Clause field, the values you can select in either of these fields are limited based on the value you've selected in the Business Unit field.
The Export to Excel action is available from the search results table, to export your rules for offline analysis.
Search Rules
The usability improvements to the Terms Library Search Clauses and Search Rules pages help you find the clauses and rules that you need to review or modify.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the Using Customer Contracts guide.
View HTML Source of Clause Text
You can view the HTML source for clauses in the Terms Library that aren't in an editable state, using the View Source action from the Edit Clause page.
The View Source action is displayed when viewing Terms Library clauses in the these states:
- Approved
- Pending approval
- Expired
- On hold
- Draft status where the clause text was imported from a Word XML document
View Source from Edit Clause
You can download the source as an HTML file for offline analysis. The file is named based on the clause title.
You can use the View Source action in the application editor on draft clauses, but you can't open the editor for clauses that are in non-editable states, such as approved clauses. When clauses don't print as expected, this feature lets you view the HTML source to see if there's a problem, without having to first create a new version of the clause to make it editable in the application. For example, where clauses are adopted or localized, this feature can help you isolate the source of the problem, without having to first amend a clause that you may not actually need to change.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the “Author Contract Terms” chapter in the Using Customer Contracts guide.
Role Information
- Business Practices Director
Use Clause Number in Keyword Search
When adding a clause to a contract or a terms template, you can search based on a keyword. The Keyword search attribute now considers the Clause Number assigned to the clause in the Terms Library.
Here's the full set of fields that are searched based on the text you enter as the keyword:
- Clause Number
- Clause Title
- Display Title
- Description
- Text
- Instructions
Using Clause Number in Add Clause Keyword Search
Using the View menu from the search results, you can add Number as a column so that you can confirm your clause selection before you add it to your contract or terms template.
Clause numbers in the Terms Library can be manually assigned or automatically generated. Where they are manually assigned, there may be some meaning behind the numbering structure, for example, where you have assigned certain prefixes or segments within the number to categorize or group clauses together. Adding the clause number to the keyword search makes it easier to find the clause you need to add.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Keep in mind that the text you enter as the keyword is searched across several attributes, so the results returned could include clauses that match across other attributes, not necessarily the clause number.
Key Resources
- See the "Set Up Contract Terms and Clause Library Configurations” chapter in the Using Customer Contracts guide.
Author Contract Terms with Microsoft Word 2019
You can use Microsoft Word 2019 to manage your contract terms. You can download your contract, make changes, use the Oracle Contracts add-in, and upload it back to the application in the same way as other supported versions of Word.
Microsoft Word is frequently used as a native authoring tool by contract authors and legal teams.
Steps to Enable
You don't need to do anything to enable this feature.