Update 22B

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
27 APR 2022	Collaboration Messaging Framework	Retrieve Large Purchase Order Payloads for B2B Messaging	Updated document. Added a feature that was backported to update 22B in the May monthly maintenance pack.
25 MAR 2022	Complex Work Procurement	Create Work Confirmations for Purchase Orders with Progress Payment Schedules	Updated document. Revised Steps to Enable.
18 MAR 2022			Created initial document.

Overview

IMPORTANT NOTE: If you are being updated directly from 21D to 22B you should review the content of both 22A and 22B sections to ensure you see all the changes included in the update.

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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.

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

Retrieve Large Purchase Order Payloads for B2B Messaging

Configure Oracle Collaboration Messaging Framework to process large purchase orders (typically more than 2,000-lines) when you initiate B2B communication. The payload for a large purchase order is retrieved in small parts from Oracle Purchasing and then combined and delivered as one purchase order, resulting in improved performance. This feature is available in the May monthly maintenance pack for update 22B.

After you enable the feature, enter a value in the Large PO Processing section of the Manage Collaboration Messaging Configuration page in the Large PO Minimum Line Count field to specify the minimum number of lines in a large PO. Then enter a value in the PO Lines Retrieved in a Single Query field to specify the number of lines to retrieve from Oracle Purchasing in each part (1000 lines by default). The values you set in the Large PO Delivery Duration (30 minutes by default) and Large PO Delivery Attempt Interval (3 minutes by default) fields indicate how long and how often to attempt delivery of the PO.

Large Purchase Order Processing in Manage Collaboration Messaging Configuration

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

A purchase order with more than 2,000 lines is considered a large purchase order, but you can determine the minimum line count for your large purchase orders based on your specific business needs.

Key Resources

• Oracle Supply Chain Management Cloud: Configuring and Managing B2B Messaging 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 this predefined job role can access this feature:
  • B2B Administrator  (ORA_CMK_B2B_ADMINISTRATOR_ABSTRACT)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • Manage Collaboration Messaging Configuration (CMK_MANAGE_COLLAB_MESG_CONFIG_PRIV)

Procurement Common

Common Procurement

Integrate and Extend Procurement Using REST Services

In this update, Oracle Fusion Cloud Procurement delivers new and modified REST APIs to enable and simplify integration with external systems.

The new REST APIs introduced in this update are:

• Procurement Business Units List of Values
• Work Confirmations

The following REST APIs are enhanced:

• Purchase Requisitions
  • POST and PATCH now support dual UOM-controlled items. For items with dual units of measure, use the REST API to create requisitions in a UOM that matches how the item is packed and shipped, and is different from the UOM that you use to price and invoice the item. Use the custom actions calculateTaxAndAccounting and submitRequisition to recognize dual UOM-controlled items and apply agreement prices that are based on the secondary UOM.
  • POST and PATCH are supported for attributes related to suggested buyer (SuggestedBuyerId, SuggestedBuyerEmail). If you need to specify a suggested buyer, only one of the attributes is required. If both attributes are provided, SuggestedBuyerEmail takes precedence.
  • POST is supported for blanket purchase agreements with a currency other than the requisitioning business unit's functional currency. The custom operations calculateTaxAndAccounting and  submitRequisition are also enhanced to calculate prices in the functional currency using the default conversion rate type, conversion date, and conversion rate information.
  • Use the processPunchoutShoppingCart custom action to add punchout items in a currency other than the requisitioning business unit's functional currency.

• Purchase Order Schedules
  • Use the confirmWork custom action to upload lines to a draft work confirmation.

You can use these 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.

Employee Vacation and Delegation Rules Report

Use the Employee Vacation and Delegation Rules Report to view the vacation and delegation rules set by your employees in BPM Worklist. Administrators can use this report to review details of the rules defined by employees to delegate or reassign their workflow tasks. To submit the report and see the output, use the Scheduled Processes work area.

Submitting the Report in the Scheduled Processes Work Area

The report contains the following details:

Section	Content
Originator Employee Details	Information about the employee who has defined the vacation or delegation rule, such as the employee name, person number, position, job code, location and email ID.
Rule Details	Details of the rule defined by the employee. Includes the rule type (vacation or delegation), validity period, type of action(reassign or delegate) and the rule conditions based on which the workflow tasks will be reassigned or delegated.
Destination Employee Details	Information about the employee to whom the workflow tasks are reassigned or delegated. Includes the employee's name, person number, position, job code, location, email ID and the name and person number of the employee's manager.

Employee Vacation and Delegation Rules Report

This report helps you manage and troubleshoot approvals, for example for people who are out of office.

Steps to Enable

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

Tips And Considerations

If you don’t enter the date parameters while submitting the report, the report runs as if you had entered the first and last date of the current month.

Key Resources

• Review Employee Vacation and Delegation Rules (available April 1, 2022)

Role Information

• To run and view this report, you must have a role that contains both:
  • Run BPM Workflow Reports (FUN_RUN_BPM_WORKFLOW_REPORTS_PRIV) privilege
  • Run BPM Workflow Reports (FUN_RUN_BPM_WORKFLOW_REPORTS_PRIV_OBI) role

• Both are already granted to these predefined job roles:
  • Financial Application Administrator (ORA_FUN_FINANCIAL_APPLICATION_ADMINISTRATOR_JOB)
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)

Procurement

Complex Work Procurement

Complex Work Procurement is an end-to-end integrated solution across the Oracle Procurement Cloud, Oracle Financials Cloud, and Oracle Supply Chain Management Cloud applications. This solution is designed to model procurement of complex contracts in industries such as construction, consulting, and professional services. Complex work contracts tend to have high dollar values and long lead times, and are governed by complex payment terms. You can use Complex Work Procurement to manage various aspects of the acquisition processes involved in procuring complex work.

In this update, you can manage work confirmation for purchase orders with progress payment schedules for complex services procurement.

Create Work Confirmations for Purchase Orders with Progress Payment Schedules

Create work confirmations for complex work purchase orders as a supplier and seek approval for the completed work against the progress payment schedule items.

In update 21C, work completion can only be reported by requesters via the My Receipts UI without the ability to route for review or approval. In this update, as a supplier user you can now by yourself report on work completion for your complex work purchase orders. Specify the value of work performed in the current period either in terms of the currency amount, units completed or percentage completed. Buyers and requesters can also create work confirmation on behalf of their Suppliers.

Create Work Confirmation Online

For projects with many progress payment schedules, use the Oracle Visual Builder Add-in for Excel with the Purchase Order Schedules REST API to quickly download the schedules onto a spreadsheet and easily specify the value of work done against those schedules. After you've entered all values for a period, take the Confirm Work action to upload progress against the progress payment schedules to the work confirmation being drafted.

Oracle Visual Builder Template to Upload Progress to a Draft Work Confirmation

Review the contract summary section when viewing or authoring the work confirmation to quickly assess its impact on the overall contract completion status. The contract summary section provides a view of the contract sum, alongside the total value of the completed work, the total value of work confirmed previously, the amount requested for confirmation in the current period and the projected retainage amount.

Review Contract Summary for a Work Confirmation Request That Was Submitted for Approval

Review and track status of the submitted work confirmations by searching for work confirmations using attributes such as purchase order description and purchase order number.

Search for Work Confirmation Using the Purchase Order Description

The work confirmation once submitted gets routed for review and approval. Organizations can configure approval routing for work confirmations by authoring rules based on various transaction attributes. The notification to approvers includes a PDF version of the work confirmation listing all schedules against which progress was reported.

Work Confirmation Approval Notification

Modify the work confirmation approval notification and PDF content using the work confirmation data model.

Work Confirmation Notification and PDF Data Model

After the work confirmation is approved, a receipt transaction is automatically created against the purchase order. The receipt facilitates a 3-way match when an invoice is created. For supplier sites enabled for Pay on Receipt, the receipt is used to trigger the creation of an automated self billed invoice.

Watch a Demo.

Steps to Enable

Prerequisite: To manage search capabilities for work confirmations and purchase orders, submit the ESS job to create index definition and perform initial ingest to OSCS scheduled job. Use these index names when submitting the process:

• Purchase Orders: fa-prc-po
• Work Confirmations: fa-prc-wc

Enable work confirmation on the seeded Complex Work Style if there are no receipts for the purchase orders of that style. Otherwise, create a new document style and enable work confirmation.

To enable work confirmation on a new document style, follow these steps:

1. In the Setup and Maintenance work area, select:
   • Procurement offering   
   • Procurement Foundation functional area
   • Manage Document Styles task
2. Create a new document style.
3. Set Work Confirmation Enabled to Yes.

Seeded Complex Work Style with Work Confirmation Enabled

Watch a Setup Demo.

Tips And Considerations

• You can create work confirmations either online or using the REST resources.

• You can bypass approval for work confirmation requests using the Work Confirmations REST API only. You must have the proper security privileges to bypass approval.

• You can enable work confirmation only on document styles that have progress payments enabled and if there are no receipts created for the purchase orders of that style.

• You can create work confirmations for progress payment schedules that don't have a pending cancellation request and aren't in these statuses: Canceled, Closed, Closed for Receiving, and Finally Closed.

• You can delete a work confirmation or its lines only when the work confirmation is in the incomplete status.

• You can't update or cancel an approved work confirmation request.

• You can't submit another work confirmation request against a progress payment schedule if the previously submitted work confirmation is in the pending approval status.

• You can't receive the complex work purchase orders using the My Receipts UI if the document style has work confirmation enabled.

• You can use the Transaction Admin Console to recover the work confirmation requests that are stuck in the pending approval status.

• To manage work confirmation requests on behalf of other agents, you must be an active procurement agent with FULL access to other procurement agents' purchase orders.

• You can't cancel a progress payment schedule if there's one or more work confirmation request against the schedule in the approved or pending approval status. Instead, you can reduce the progress payment schedule's amount and quantity to match the total amount and quantity requested through work confirmations.

• You can't update the type and description of a progress payment schedule if there are work confirmation requests against the schedule in the approved or pending approval status.

• You can't update the price of a rate-based schedule that have approved work confirmations or pending approval work confirmation requests.

• If the progress payment schedules are set to accrue-at receipt, Receipt Accounting will book the accrual for the work confirmation amount when the receipt is recorded. Otherwise, Receipt Accounting will book the accrual for uninvoiced receipts as part of the period end accrual process.

Key Resources

To know more about how to define progress payment schedules and how to submit schedule jobs, refer to these topics:

• Watch Work Confirmations Readiness Training.
• Create Purchase Orders with Progress Payment Schedules available on the Oracle Procurement Cloud Using Procurement guide.
• Submit Scheduled Processes and Process Sets available on the Oracle Applications Cloud Using Common Features 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.

To set up this feature, here's what you need:

• Users who are assigned this predefined job role are automatically able to set up this feature:              
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) 

• Users who are assigned configured job roles that contain this privilege are able to set up this feature:              
  • Manage Purchasing Document Style (PO_MANAGE_PURCHASING_DOCUMENT_STYLE_PRIV)
  • Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV)

To use this feature, here's what you need:

• Users who are assigned configured job roles that contain either of the below duty rules are able to access this feature:              
  • Work Confirmation Management as Buyer (ORA_PO_WORK_CONFIRM_MGMT_AS_BUYER)       
  • Work Confirmation Management as Supplier (ORA_PO_WORK_CONFIRM_MGMT_AS_SUPPLIER)
  • Work Confirmation Management as Procurement Requester (ORA_PO_WORK_CONFIRM_MGMT_AS_REQUESTER)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:           
  • Create Work Confirmation (PO_CREATE_WORK_CONFIRMATION_PRIV)              
  • Search Work Confirmation (PO_SEARCH_WORK_CONFIRMATION_PRIV) 
  • View Work Confirmation (PO_VIEW_WORK_CONFIRMATION_PRIV) 
  • Create Work Confirmation as Supplier (PO_CREATE_WORK_CONFIRMATION_SUPPLIER_FACING_PRIV) 
  • Search Work Confirmation as Supplier (PO_SEARCH_WORK_CONFIRMATION_SUPPLIER_FACING_PRIV) 
  • View Work Confirmation as Supplier (PO_VIEW_WORK_CONFIRMATION_SUPPLIER_FACING_PRIV) 
  • Create Work Confirmation as Procurement Requester (PO_CREATE_WORK_CONFIRMATION_AS_PROCUREMENT_REQUESTER_PRIV) 
  • Search Work Confirmation as Procurement Requester (PO_SEARCH_WORK_CONFIRMATION_AS_PROCUREMENT_REQUESTER_PRIV)
  • View Work Confirmation as Procurement Requester (PO_VIEW_WORK_CONFIRMATION_AS_PROCUREMENT_REQUESTER_PRIV)

• Users who are assigned configured job roles that contains this duty role are able to modify the Work Confirmation Approval Notification or PDF
  • BI Administrator (BIAdministrator)

Dual Units of Measure

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

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

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

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

After you opt in to the feature named Purchase Items That Are Priced in Their Secondary UOM, you can use the features described in this section.

Allow Invoice Match to Receipt for Items Priced in Their Secondary UOM

Match your supplier invoice to a receipt when you purchase a dual UOM item priced in the secondary UOM. In update 21D, you couldn't use match to receipt for order lines priced in the secondary UOM. This update lifts that restriction.

This screenshot illustrates the feature: 

Invoice Match Option Set to Receipt

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 22D

To use this feature, you must opt in to the Purchase Items That Are Priced in Their Secondary UOM feature. If you previously opted in to the Purchase Items That Are Priced in Their Secondary UOM feature, then this feature is automatically enabled.

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 set up this feature:
  • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)

• Users who are assigned a configured job role that contains this privilege can set up this feature:
  • Manage Procurement Configuration (PO_MANAGE_PROCUREMENT_CONFIGURATION_PRIV)

• Users who are assigned this predefined job role can access this feature in Purchasing:
  • Buyer (ORA_PO_BUYER_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature in Purchasing:
  • Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)

View the Life Cycle for Items Priced in Their Secondary UOM

Track and monitor the execution of the purchase order schedules in primary and secondary UOMs. The schedule life cycle for dual UOM items priced in their secondary UOM shows the primary and secondary quantities on the schedule life cycle summary and receipts section. Receipt's invoiced quantity, open to invoice, and not available to invoice are shown in the pricing UOM. For the invoices section, the invoiced matched quantity is displayed in the pricing UOM.

This screenshot illustrates the feature:

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 22D

To use this feature, you must opt in to the Purchase Items That Are Priced in Their Secondary UOM feature. If you previously opted in to the Purchase Items That Are Priced in Their Secondary UOM feature, then this feature is automatically enabled.

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 set up this feature:
  • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)

• Users who are assigned a configured job role that contains this privilege can set up this feature:
  • Manage Procurement Configuration (PO_MANAGE_PROCUREMENT_CONFIGURATION_PRIV)

• Users who are assigned this predefined job role can access this feature in Purchasing:
  • Buyer (ORA_PO_BUYER_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature in Purchasing:
  • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

Project-Driven Supply Chain

Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Fusion Cloud Supply Chain Management and Oracle Fusion Cloud Project Management 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.

After you opt in to the feature named Project-Driven Supply Chain, you can use the feature described in this section.

Release Recommendations for Transfers of Project Supplies

In a variety of project-driven enterprises, only a subset of supplies of an item can be used to satisfy the demand for that item. The typical approach is to dedicate supplies to particular projects or tasks by striping the supplies and demands by project and task attributes. For example, on-hand inventory or purchase orders would be striped by project and task. In this scenario, only the on-hand or purchase order supply that match the project and task requirements can be used to satisfy say, a sales order demand. However, this approach may lead to situations where you have excess supplies for some projects.

To reduce inventory costs, it’s useful to check for excess supplies across projects prior to ordering new supply for a project. You can set up flexible rules to enable this type of search when plans are created using the Oracle Fusion Cloud Supply Planning work area.

With this update, the result of such a plan will produce a recommendation to move supplies from one project or task with excess to another with a shortage. Planners can choose to reduce excess in your project supplies by releasing recommendations from the plan to change the project attribution on the following documents, and the subsequent execution steps will proceed accordingly:

• Purchase order schedules that aren't received or invoiced
• Transfer order lines that aren't shipped
• Work orders with unreleased status
• On-hand inventory  which is either striped with project and task or not striped with project ans task common inventory

Example of how you can configure plan options to release recommendations for transfer of project supplies:

Example of how you can release recommendations for transfer of project supplies from Supply Planning:

Example of how you can release recommendations for transfer of common supplies to a project from Supply Planning:

Enable efficient use of on-hand and on-order supplies in a project-driven supply chain environment.

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

Enable the Plan Project-Specific Supply feature as follows:

• If your enterprise doesn’t use Oracle Supply Chain Execution Cloud:
  • In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
  • On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
  •  Enable the Project-Driven Supply Chain feature, and then enable the Plan Project-Specific Supply  feature.

• If your enterprise uses Oracle Supply Chain Execution Cloud and has already opted in to the Project-Driven Supply Chain feature:
  • In the Offerings work area, select either the Manufacturing and Supply Chain Materials Management offering or the Supply Chain Planning offering. Click Opt In Features.
  • On the Opt In page, click the Features icon for the offering.
  •  Enable the Plan Project-Specific Supply feature.

• If your enterprise uses Oracle Supply Chain Execution Cloud and hasn't already opted in to the Project-Driven Supply Chain feature:
  • In the Offerings work area, select either the Manufacturing and Supply Chain Materials Management offering or the Supply Chain Planning offering. Click Opt In Features.
  • On the Opt In page, click the Features icon for the offering.
  • Enable the Project-Driven Supply Chain feature, and then enable the Plan Project-Specific Supply feature.
  • Perform the required setup for the Project-Driven Supply Chain feature. For details, refer to the Project-Driven Supply Chain chapter in the Implementing Manufacturing and Supply Chain Materials Management guide on the Oracle Help Center.

After opt in is enabled, perform these steps to begin consuming forecasts by planning attributes including project and task:

1. Create an unconstrained supply plan or demand and supply plan
2. Assign an attribute-based netting rule with Project Group, Project, and Task planning attributes
3. Select the Enable movement of supply between projects and tasks option in the General subtab of the Supply tab
4. Run the plan
5. Release recommendations for transfer  of project supplies to Oracle Cloud SCM

Tips And Considerations

• Common supplies reserved to project demands can't be released for transfer of project supplies to Oracle Cloud SCM.

• Common and project In-transit shipments, shipments in receiving, and purchase requisition supplies pegged to project demands with a different project and task can't be released for transfer of project supplies to oracle Cloud SCM.

• Common transfer orders interfaced to order management pegged to project demands can't be released for transfer of project supplies to Oracle Cloud SCM.

• On hand project transfers in Inventory will be transacted in First In First Out basis

• The Number of Days to Calculate Pegging plan option should be either null or equal to plan horizon. Release of recommendations for transfer of project supplies is supported for supplies and demands for which pegging is computed by the plan.

Key Resources

• Watch Release Recommendations for Transfers of Project Supplies Readiness Training.

Role Information

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Supply Chain Planning are automatically able to access this feature and release recommendations:
  • Job Roles
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Privileges
    • Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)   
    • Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Supply Chain Orchestration are automatically able to access this feature and release recommendations:
  • Job Role
    • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)
  • Privileges
    • Edit Supply Orders (DOS_EDIT_SUPPLY_ORDERS_PRIV)
    • Manage Supply Request Exceptions (DOS_MANAGE_SUPPLY_REQUEST_EXCEPTIONS_PRIV)
    • Process Supply Order Interface (DOS_PROCESS_SUPPLY_ORDER_INTERFACE_PRIV)
    • Purge Supply Order Interface Data (DOS_PURGE_SUPPLY_ORDER_INTERFACE_PRIV)
    • View Supply Order Exceptions and Status  (DOS_VIEW_SUPPLY_ORDER_EXCEPTIONS_AND_STATUS_PRIV)
    • View Supply Orders (DOS_VIEW_SUPPLY_ORDERS_PRIV)
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)
    • Manage Inventory Transfer Order  (INV_MANAGE_INVENTORY_TRANSFER_ORDER_PRIV)
    • View Work Orders (WIP_VIEW_WORK_ORDERS_PRIV)

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Purchasing are automatically able to access this feature and release recommendations:
  • Job Role
    • Buyer (ORA_PO_BUYER_JOB)
  • Privilege
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Inventory are automatically able to access this feature and release recommendations:
  • Job Roles
    • Inventory Manager (ORA_INV_INVENTORY_MANAGER)
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
  • Privilege
    • Process Inventory Attribute Transaction Request (INV_PROCESS_INVENTORY_ATTRIBUTE_TRANSACTION_REQUEST)

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Manufacturing are automatically able to access this feature and release recommendations:
  • Job Role
    • Production Supervisor (ORA_WIE_PRODUCTION_SUPERVISOR_JOB)
  • Privilege
    • View Work Orders (WIP_VIEW_WORK_ORDERS_PRIV)

Purchasing

Include Additional Attributes on Purchasing Document Approval Notification Titles

Include additional contextual information such as supplier name, document totals, and document descriptions in your purchasing document approval notification titles.

You can now add these attributes to purchasing document approval notification titles:

• PODescription
• SupplierName
• FunctionalCurrencyApprovalTotal
• FunctionalCurrencyApprovalTotalUnformatted
• DocumentCurrencyApprovalTotal
• DocumentCurrencyApprovalTotalUnformatted
• FunctionalCurrencyOrdered
• FunctionalCurrencyOrderedUnformatted
• DocumentCurrencyOrdered
• DocumentCurrencyOrderedUnformatted
• FunctionalCurrencyCode
• DocumentCurrencyCode
• CODescription
• CONumber
• COSequence

This screen capture illustrates the feature:

Approval notification title configuration in Oracle BPM Worklist

Approval Notification with Additional Information like Supplier, Document Total, and Currency in the Title

Steps to Enable

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

Key Resources

• To know more about how to change workflow task titles, refer to the Change Workflow Task Titles topic, available in the Oracle Applications Cloud Implementing Applications guide.

Role Information

• Users who are assigned any of these predefined job roles can access this feature:
  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
  • Users with BPM Workflow Procurement Administrator (BPMWorkflowPRCAdmin) job role are automatically able to configure the purchasing approval notification titles.

Route Purchase Orders for Approval Using the Accrue at Receipt Attribute

Route purchase orders for approval using the accrue at receipt attribute. You can now configure approval rules for purchase orders based on the Accrue at Receipt attribute.

This screen capture illustrates the feature.

Approval Rule Condition Using the Accrue at Receipt Attribute

Steps to Enable

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

Key Resources

• To know more about approvals, refer to Approval Management for Procurement in the Oracle Help Center.

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.

• To set up this feature, here's what you need:
  • Users who are assigned this predefined job role are automatically able to set up this feature:              
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) 
  • Users who are assigned configured job roles that contain this privilege are able to set up this feature:              
    • Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV)

• To use this feature, here's what you need:
  • Users who are assigned this predefined job role are automatically able to access this feature:              
    • Buyer (ORA_PO_BUYER_JOB)

Prevent Purchase Order Releases When Amounts or Quantities Exceed the Limits on the Referenced Blanket Agreement Line

Configure the application to prevent purchase order submission if agreement lines would be overreleased. When you enter the Agreement Quantity and Agreement Amount for a blanket purchase agreement line and opt in to this feature, the application prevents the purchase order releases if that will cause the total amount or quantity released against the agreement line to exceed its line level limit.

As a buyer, now you don't need to search for overreleased cases and manually handle them.

This screen capture illustrates the feature:

Purchase Order Release Exceeds the Amounts and Quantity Limits on the Referenced Blanket Agreement Line

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

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 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)
  • Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)
  • Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)

Release Recommendations for Purchase Orders That Don't Originate from Oracle Supply Planning

Your enterprise may allow your users or other systems to generate purchase orders in Oracle Fusion Cloud Procurement outside the planning process that Oracle Fusion Cloud Supply Planning enables. Previously, these purchase orders were collected and accounted for in the planning process, but the reschedule or cancel recommendations released from the planning work area weren't processed in Oracle Fusion Cloud Purchasing. With this update, if you or Oracle Supply Planning determine that a purchase order needs to be rescheduled or canceled, including the purchase orders generated outside the regular planning process, then you or Oracle Supply Planning can do so.

Example of how you can release reschedule recommendations for purchase orders that didn’t originate from Oracle Supply Planning to Oracle Procurement:

Improve control on purchase orders that didn’t originate from Oracle Fusion Cloud Supply Planning.

Watch a Demo.

Steps to Enable

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

Tips And Considerations

Oracle Supply Planning will release recommendations to update the Requested Delivery Date or Requested Ship Date attributes for a purchase order that didn't originate from Oracle Supply Planning depending on whether a purchase order is enabled for buyer managing transportation or not.

Key Resources

• Watch Release Recommendations for Purchase Orders that Don't Originate from Oracle Supply Planning Readiness Training.

Role Information

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Supply Chain Planning are automatically able to access this feature and release recommendations
  • Job Roles
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Privileges
    • Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)   
    • Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Supply Chain Orchestration are automatically able to access this feature and release recommendations
  • Job Role
    • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)
  • Privileges
    • Edit Supply Orders (DOS_EDIT_SUPPLY_ORDERS_PRIV)
    • Manage Supply Request Exceptions (DOS_MANAGE_SUPPLY_REQUEST_EXCEPTIONS_PRIV)
    • Process Supply Order Interface (DOS_PROCESS_SUPPLY_ORDER_INTERFACE_PRIV)
    • Purge Supply Order Interface Data (DOS_PURGE_SUPPLY_ORDER_INTERFACE_PRIV)
    • View Supply Order Exceptions and Status  (DOS_VIEW_SUPPLY_ORDER_EXCEPTIONS_AND_STATUS_PRIV)
    • View Supply Orders (DOS_VIEW_SUPPLY_ORDERS_PRIV)
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

• Users who are assigned any of these predefined job roles or configured job roles that contain these privileges in Purchasing are automatically able to access this feature and release recommendations
  • Job Role
    • Buyer (ORA_PO_BUYER_JOB)
  • Privilege
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV)

Keep the Dates for Your Sales Orders and Purchase Orders Synchronized

Use this feature to keep the dates on your sales order synchronized with the dates on the purchase order.  If you update the shipment date, delivery date, or shipment method on a purchase order that you manually create or on an open purchase order that you revise, then this feature automatically updates these values on the sales order line and adds the reason for the change on the sales order line.

It applies to these types of items:

• Standard
• Pick-to-order
• Assemble-to-order
• Items that are part of a shipment set or kit

Business Benefit:

• Simplify your life and make fulfillment more efficient for your drop shipments.

• Improve your user experience. Your Order Entry Specialist will no longer have to manually make these changes on the sales order in the Order Management work area.

Steps to Enable

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

Tips And Considerations

• This feature comes predefined to set the reason to Update from Supplier.

• You can specify a different reason to meet your needs. Assume you want to change the reason to Update from Purchase Order. Here's how:
  • Go to the Setup and Maintenance work area, then go to the task.
    • Offering: Order Management
    • Functional Area: Orders
    • Task: Manage Order Lookups
  • On the Manage Order Lookups page, search the Lookup Type attribute for DOO_SCHEDULE_REASON.

Manage Order Lookups

In the Lookup Codes area, in the row that has ORA_DOO_SUPPLIER_DATE_CHANGE in the Lookup Code column, change the value in the Meaning attribute to Update from Purchase Order. 

Lookup Code

You can change the shipment date, delivery date, or shipment method only if the new value that you provide on the purchase order line is the same for all components that are part of the pick-to-order item, all items that are part of a kit, or all items that are part of a shipment set.

Key Resources

• Watch Keep the Dates for Your Sales Orders and Purchase Orders Synchronized Readiness Training
• Using Functional Setup Manager, available on the Oracle Help Center
• Oracle Supply Chain Management Cloud: Implementing Order Management

Role Information

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

• In Procurement, 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:
    • Buyer (ORA_PO_BUYER_JOB)
    • Supplier Customer Service Representative (ORA_POS_SUPPLIER_CUSTOMER_SERVICE_REPRESENTATIVE_JOB)
    • Supplier Sales Representative (ORA_POS_SUPPLIER_SALES_REPRESENTATIVE_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:
    • Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)

Selected Purchasing Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Fusion Cloud Purchasing 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.

Default Tax Attributes When Submitting Purchase Orders Using the Draft Purchase Orders REST API

Before update 22B, tax determinant attributes on the purchase order schedules didn't default from the tax setup when a purchase order was submitted using the Draft Purchase Orders REST API. As a result, the tax amount was only calculated if the purchase order was created using specific values for the tax determinant attributes. After you update to 22B, the REST API defaults the tax attributes on the schedules of a new purchase order line upon submission. Further, when an existing purchase order line is submitted after replacing the item on the line, the REST API redefaults the tax attributes from the substituted item.

Oracle reference: 33605362

Validate Purchase Basis Instead of Line Type When Sourcing Purchase Orders to Blanket Purchase Agreements

Before update 22B, you couldn't create purchase orders from source blanket agreements if the line type of the purchase order line didn't match the line type on the blanket agreement line. After you update to 22B, you can create a purchase order from a blanket agreement if the line type on the purchase order line and the source agreement line have the same purchase basis. The same change is implemented across UI, FBDI, and REST resources.

Oracle reference: 33505394

Allow Procurement Requesters to Modify Only Those Change Orders That They Initiated

Before update 22B, if a procurement requester had the privilege to view other requesters' requisitions, they could edit change orders even if they didn't initiate the change order. After you update to 22B, procurement requesters can modify only those change orders that they initiated.

Oracle reference: 33183135

Default Maximum File Size Megabytes for Email Communication to 5MB

Before update 22B, when creating a new business unit using the Manage Procurement Business Function Configuration page, the default value of the Maximum File Size Megabytes field was 0MB. After you update to 22B, this field's default value will be 5MB, which is the default value used when creating business units using a scheduled process.

Oracle reference: 32383912

Steps to Enable

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

External Purchase Prices

Import Purchase Prices Without an Item or a Category

Import external purchase prices for manufacturer part numbers with neither a trading partner relationship nor a purchasing category assignment. These lines are imported as disabled for purchasing. Once an item or purchasing category is assigned to the manufacturer part numbers, you can choose to manually or automatically enable the lines for purchasing.

External purchase prices are received for all the manufacturer parts available in the contracts from Group Purchasing Organizations or other external contracting entities. However, organizations may decide to enable only a subset of these parts for purchasing. Prior to this update, in order to import external purchase prices, it was mandatory to define a trading partner relationship when creating the manufacturer parts as items in Product Information Management. If you decided to not create items, you defined a purchasing category mapping to import the external purchase prices.

Now, you can import the external purchase prices without these configurations for the manufacturer parts that are excluded from purchasing. If neither a manufacturer part number nor a purchasing category mapping exists for the manufacturer part, the external purchase prices are imported as disabled for purchasing and the lines are not imported into Purchase Agreements. When you choose to include these lines for purchasing at a later point of time, you can define the item and trading partner relationship, or a purchasing category mapping, as the case may be.

Use the new process, Update Item and Category for External Purchase Prices, to automatically update the external purchase price lines with the item and purchasing category, based on the trading partner relationship. When a trading partner relationship doesn’t exist, the process checks if a purchasing category mapping exists for the manufacturer part and if available, updates the external purchase prices.

Update Item and Category for External Purchase Prices

Here’s what you can set in the Process Details page:

• Submit this process when needed or schedule to run it periodically at predefined intervals.

• Submit the process for either all or for a specific requisitioning business unit by selecting the Requisitioning BU. 

• Choose to automatically include for purchasing, external purchase price lines for which an item or a purchasing category mapping was found.

• Convert existing description based external purchase price lines into lines with item number. When you select the option to include lines with purchasing category, the process checks for items that are created for manufacturer parts without an item number even if they are enabled for purchasing. If a trading partner relationship exists, the existing line in the external purchase price is canceled and a new line is created for the manufacturer part number along with the item number. If the external purchase price line exists in a purchase agreement, the purchasing agreement line will also be updated with the item number.

If you selected No in the Include for Purchasing drop-down of the Process Details page, you have the option to manually include these lines for purchasing using a Visual Builder Add-in enabled Excel Template. You can now include or exclude from purchasing, external purchase price lines across external purchase prices through this spreadsheet.

Download Template to Bulk Update Lines in Excel

Here’s how you manually include lines for purchasing using the template:

1. In the external purchase prices Lines page, click Download Template.
2. Search and download external purchase price lines across different external purchase prices using any of the header or line attributes such as manufacturer part, item number, supplier part, status, and so on. 
3. Modify the status using the Purchase Enabled Flag or Canceled Flag and upload the changes. 

Update Lines Using Visual Builder Add-In Enabled Excel Template

With this update, you can save time and effort by avoiding unnecessary configuration of trading partner relationship or purchasing category for parts excluded from procurement. With the Excel template, it is now easier to include or exclude from purchasing, the external purchase price lines across multiple external purchase prices in one go.

Watch a Demo.

Steps to Enable

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

Key Resources

• Watch Import Purchase Prices Without an Item or a Category Readiness Training

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 job role are automatically able to access this feature:
  • Purchase Pricing Manager (ORA_SCH_PURCHASE_PRICING_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Import External Purchase Prices (SCH_IMPORT_EXTERNAL_PURCHASE_PRICES_PRIV)
  • Manage External Purchase Prices (SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_PRIV)

Improvements to Purchase Agreements Created from External Purchase Prices

Review manufacturer part number for all the purchase agreement lines created from external purchase prices, irrespective of whether they are based on item number or not.

Prior to this update, the manufacturer and the manufacturer part numbers were displayed only for the purchase agreement lines without item numbers. Now, the manufacturer and manufacturer part number are available in all the purchase agreement lines created from external purchase prices, irrespective of whether an item number exists in the line or not.

Purchase Agreement Line Details

Prior to this update, any price updates to external purchase prices present in the purchase agreement resulted in end dating the purchase agreement line and creating a new line for the same item. This created unnecessary duplicate lines in the purchase agreement. In this update, any price changes will be updated in the existing purchase agreement lines, instead of end dating and creating new lines.

Availability of manufacturer part numbers directly in the purchase agreements lines makes the reporting and integration easier. Lines with price changes are now directly updated on the purchase agreement lines thereby avoiding needless end-dated lines.

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 Purchase Pricing Manager (ORA_SCH_PURCHASE_PRICING_MANAGER_JOB) job role are automatically able to access this feature.

• Users who are assigned configured job roles that contain the Import Purchase Agreements from External Purchase Prices privilege (SCH_UPDATE_BPA_FROM_EXTERNAL_PURCHASE_PRICES_PRIV) are able to access this feature

Item Replacement

Create Item Replacements by Choosing an Alternate Item or Alternate Supplier

Item Replacement is a unified solution across Oracle Procurement Cloud and Oracle Supply Chain Management Cloud applications that helps you take some remedial measures by replacing items and suppliers when there are supply disruptions from external supply sources. With this solution, you can perform mass replacement on unfulfilled purchase orders using appropriate alternate items or supply sources. This also helps you ensure that any new replenishment request doesn't get created for the item in disruption till the supply is restored, which is when the feature ensures that replenishment requests are created only for the original item.

With the item replacement solution, you can:

• Define replacement task when there are supply disruptions such as back order or recall
• Review alternate options for each impacted organization and initiate replacement
• Notify stakeholders on replacement in effect and help them ensure no new replenishment requests get created for the disrupted item
• Systematically perform mass updates on unfulfilled purchase orders for disrupted item to replace with alternate option identified

MANAGE REPLACEMENT TASK

Define a replacement task for the item that has a supply disruption and for the supplier from where there's a disruption. You can either define the replacement task based on master item or manufacturer part number. It can be a global replacement across organizations or can be specific to individual inventory organization serviced by the procurement business unit in which the replacement task is defined. Based on the nature of supply disruption, the replacement can be classified as permanent and temporary and both these types of replacement are treated differently in such a way that a temporary replacement undergoes reinstatement of original item or supply source once the supply is restored.

Here are some screenshots that show the landing page for item replacement feature and the content of a replacement task:

Item Replacement Landing page

Create replacement task

CONFIRM REPLACEMENT OPTION

Review the alternate options for each impacted inventory organization in case of organization specific replacement or globally across organizations for a global replacement from the item replacement workbench as shown in the screenshot below:

Replacement Details

You can create a replacement for your item with supply disruption using any of these alternate sources:

• Alternate item defined with a substitute relation to the item on disruption from the same supplier or different supplier
• Alternate manufacturer part number with a trading partner relation to the item on disruption from the same supplier or different supplier
• Alternate supplier for the disrupted item

Make sure that you have a valid purchase agreement for the preferred alternate source and confirm the alternate option along with the corresponding purchase agreement that acts as a source document for the purchase orders that undergo mass replacement.

Replacement Option

On confirming the alternate option, a notification can be sent to the stakeholders such as planners, par counters, or requester based on user-configured business rules. This notifies them about the replacement in effect and helps them to update the min-max or PAR replenishment attributes for the disrupted item and the replacement source. This ensures that a new replenishment request doesn't get created for the disrupted item during the replacement period.

For temporary replacements, after the supply is restored, begin the reinstatement process as shown below, after enabling the purchase agreement for original item and supply source from the item replacement workbench. On confirming the reinstatement action, a notification is sent again informing that the replacement period is over. This helps the planners and par counters to switch back the replenishment attributes.

Reinstatement

In case of MRP planned items, a supply hold is created for the disrupted item systematically by populating a future arbitrary date on the Create Supply After item attribute. This ensures that the planned order doesn't get created for the disrupted item with Buy sourcing type when supply plan gets executed. With the reinstatement action, the supply hold is removed and planned orders start getting created for the original item.

EXECUTE MASS REPLACEMENT ON PURCHASE ORDERS

Review the unfulfilled purchase order lines in each impacted organization for the disrupted item and supplier for which the replacement task is defined. You can select those purchase order lines and perform mass updates to replace the item or supplier. Mass updates are allowed either through cancellation of existing line and creation of new line for the replacement item or/and supply source or even through inline replacement on the purchase order line without even changing the line number as long as the supplier remains same for the alternate item. You can also skip the purchase order line from undergoing replacement for exceptional cases. Any line that errors out during replacement can be reviewed in exceptions page and resubmitted for further processing. For temporary replacements, you can also perform mass updates on the unfulfilled purchase order lines for the replacement source to replace them with original source during the reinstatement phase.

Manage Purchase Orders

When the purchase order lines undergoing mass replacement have any backing requisitions, then the requester of the backing requisitions is notified by default about the replacement done on the purchase order lines that correspond to their requisitions.

While addressing the purchase order lines for mass replacement based on alternate option selected, the buyer can confirm that all the required replenishment attributes are updated for the impacted items. This completes the replacement task.

With item replacement, you get real-time remediation from available alternate options when there are supply disruptions. Any manual effort to administer unfulfilled purchase orders is eliminated. With flexible business rules driven notifications to stakeholders, you improve accountability. You also establish a seamless interchange of data through EDI between supplier and buyer through inline replacement on purchase orders.

Watch a Demo.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

Perform these steps to notify users to update the replenishment attributes for items undergoing replacement, which are configured for min-max planning or par replenishment planning.

1. In the Set up and Maintenance work area, use the Manage Task Configurations for Procurement task:

• Offering: Procurement
• Functional Area: Approval Management

2. In the BPM Worklist page Task configurations tab, search for ItemReplacementReplenishAttrUpdateFYITask

3. Define the FYI notification rules using these attributes:

• Procurement Business Unit
• Purchasing Category Name
• Inventory Category Name
• Organization Code
• Org Sourcing Type
• Replacement Method
• Inventory Planning Method
• MRP Planning
• Item Replenishment Type
• Secondary Inventory
• Subinventory Sourcing Type
• Subinventory Location Name
• Subinventory Par Location
• Subinventory Planning Method

Tips And Considerations

When you are defining a replacement task based on manufacturer part number, you must capture the manufacturer part number in the blanket purchase agreement that's used as a source document for the purchase orders undergoing mass replacement.

Key Resources

• Watch Introduction to Item Replacement Readiness Training

Role Information

• You must have this privilege assigned through a user-defined role in order to manage item replacement task: Manage Item Replacement - SCH_MANAGE_ITEM_REPLACEMENT

• In addition to this privilege, you should have the BUYER job role assigned and you must be defined as a procurement agent with access to Manage Orders for the procurement business units in which you would want to manage item replacement tasks.

• In order to access the notification content that corresponds to the item replacement task, you must have this privilege assigned through a user-defined role: Manage Item Replacement Notifications - SCH_MANAGE_ITEM_REPLACEMENT_NOTIFICATIONS

Supplier Model

Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity in Supplier Self-Service Registration

Electronic transactions between you and your suppliers provide the most efficient, cost-effective means to execute your transaction flows. If it's difficult to set up when onboarding a new supplier, with disconnected and manual steps, then it's more likely you will continue with paper or email-based transactions. Oracle Fusion Cloud Procurement uses intelligent matching to automatically check whether new suppliers are B2B-ready on Oracle Business Network (OBN). This is performed during supplier creation, internal registration, and now with supplier self-service registration.

The supplier self-service registration flow now launches with a company search dialog that helps the user select their company from an autosuggest list of verified companies. This is used for checking the supplier status in OBN after the supplier registration request is approved and the supplier is created. If the supplier is enabled in OBN, Oracle Procurement guides you to establish document sharing with the supplier starting with a recommendation to enable B2B messaging when creating a purchasing or pay site.

Autosuggested Companies in Supplier Self-Service Registration

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

To enable this feature, you must opt in to the existing feature Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity. If you have previously opted in, you can proceed to opt in to this feature, Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity in Supplier Self-Service Registration.

Tips And Considerations

• If you have personalized the Company field on the Register Supplier: Company Details page, you will have to redo it after you opt in to this feature.

• If users can't find a match for the entered company, they can click the last option in the autosuggest search result Can't find your company? Click here to proceed for manual entry.

Key Resources

• Refer to the Whats New and Readiness Training for Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity feature.

Remove Mandatory Check on D-U-N-S Number, Taxpayer ID, or Tax Registration Number in Supplier Registration

Requiring all potential suppliers to provide a tax identifier or D-U-N-S number when registering can create confusion and lead to delays. You can now use an option to bypass the mandatory check to allow suppliers to register without providing D-U-N-S number, taxpayer ID, or tax registration number. This will simplify supplier self-service registration in regions that don't require this information; reducing confusion, errors, and manual intervention.

In the Configure Supplier Registration and Profile Change Request setup task, you can use the Require Supplier Identifier option to control whether identifiers are mandatory. Earlier this option was available only for registrations from self service procurement. With this feature, it can now be configured for all supplier registration sources including external supplier request, internal supplier request, and sourcing invitation. The setup for registration options has been enhanced to include the existing options, Default Business Relationship and Require Supplier Identifier under a single table.

Require Supplier Identifier Under Registration Options

Steps to Enable

1. In the Setup and Maintenance work area, use the Configure Supplier Registration and Profile Change Request task:
   • Offering: Procurement
   • Functional Area: Suppliers
2. On the Supplier Registration tab, go to Registration Options table.
3. In the Require Supplier Identifiers row, select No from the drop-down list to remove the mandatory check for any of the supplier registration flow. By default, it is selected as Yes for External Supplier Request, Internal Supplier Request, and Sourcing Invitation.

Tips And Considerations

• 'When you set Require Supplier Identifier as No:
  • The instruction text indicating at least one supplier identifier is required will not be displayed.
  • The error message is not displayed if the user doesn't provide at least one supplier identifier on submission of the supplier registration request.

Use DataFox Supplier Intelligence Signals in Internal Registration and Registration Approvals

Having up-to-date risk information when reviewing suppliers in onboarding flows is critical to the integrity of your supply chain. Evaluating supplier risk outside of Oracle Fusion Cloud Procurement is cumbersome, expensive, and slow; leading to errors as well as delays in assessing risk. You can now use DataFox Supplier Intelligence risk signals in internal supplier registration requests and registration approval notifications. Presenting detailed risk information to users when requesting new suppliers and reviewing approval requests will more accurately identify supplier risks much earlier which can avoid adding problematic suppliers to your supplier base.

DataFox Supplier Intelligence in Internal Supplier Registration

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

To enable this feature, you must opt in to the Manage Supplier Risk with DataFox Supplier Intelligence feature under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Tips And Considerations

• DataFox Supplier Intelligence risk signals are provided on approval notifications for both internal and external supplier registration requests.

Key Resources

• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence feature.
• Refer to the What's New and Readiness Training for the Use DataFox Supplier Intelligence in Supplier Self-Service Registration feature.

Role Information

• Users who are assigned one of the following can access supplier intelligence data such as score and signals:
  • Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
  • View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege

Include DataFox Supplier Intelligence Score Criteria for Reporting

Procurement management requires detailed visibility into suppliers at risk. Reporting on suppliers whose DataFox risk indicator scores are below risk tolerance thresholds can achieve effective monitoring. However, a risk score alone doesn't provide much value without understanding the details behind its composition. Retrieving these details requires manual steps for each score causing delays and potential errors. Using Oracle Transactional Business Intelligence (OTBI), you can now build more complete supplier risk reports by incorporating DataFox score criteria in addition to the scores. Having score criteria available in reporting provides a better understanding of potential supplier risk to assess impact and take required actions more quickly.

Currently, you can leverage OTBI to build ad hoc reports, which contain scores apart from other supplier intelligence data. Now, with this feature, for the enriched suppliers, these reports can also include score criteria to paint a more complete picture of the supplier risk associated with the suppliers you're interested in and help you take a more informed decisions while evaluating supplier risk at a broader level.

These screen captures' illustrate the new score criteria added in OTBI and a sample OTBI dashboard reporting on supplier DataFox scores with the score criteria details.

New Score Criteria Attributes in Supplier - Supplier Real Time Subject Area

Sample OTBI Dashboard with Score and Score Criteria

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

To enable this feature, you must opt in to the Manage Supplier Risk with DataFox Supplier Intelligence feature under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Tips And Considerations

Supplier profiles are automatically updated with the DataFox score criteria as part of the on-going bulk enrichment and are now available for reporting. You don't need to make any mapping changes for this feature to work.

Key Resources

• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence 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 the following predefined job role can access this feature:
  • Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Supplier Intelligence Transaction Analysis Duty (FBI_SUPPLIER_INTELLIGENCE_TRANSACTION_ANALYSIS_DUTY) duty role

Sourcing

Search and Add Unique Suppliers

When creating a negotiation, search and add suppliers knowing only unique suppliers will be added to the invitation list. You can now perform multiple searches using varying search criteria in the Add Suppliers page and only suppliers who aren't already on the list are added. You can also add suppliers using an Excel spreadsheet with Visual Builder Add-in. When you upload, it will prevent duplicate suppliers from being added.

Manual work of removing duplicate suppliers is eliminated.

Search and Add Only Unique Suppliers

Add Unique Suppliers With MS-Excel Spreadsheet Using Oracle Visual Builder Plug-in

Steps to Enable

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

Tips And Considerations

You may return to the negotiation and use the Add Row action to invite multiple supplier sites for a supplier.

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 search and add suppliers to the negotiation:
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)

• Users who are assigned configured job roles that contain these privileges can search and add suppliers to the negotiation:
  • Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
  • Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)

Selected Sourcing Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Fusion Cloud Sourcing 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.

Default the Right Sold-to LE in Purchase Orders Created From Award in a Supply Chain Orchestration Flow

Before 22B update, when Supply Chain Financial Orchestration is enabled, Sold-to LE on the purchase orders created from negotiation award wasn't derived correctly. After you update to 22B, purchase orders created from awarding a negotiation will have the correct sold-to legal entity, bill-to business unit and bill-to location from valid orchestration agreements.

Oracle Reference: 33214591

When Creating a BPA from Award, Order Creation Options are Defaulted from Procurement BU Setup

Once you update to 22B, when you create a blanket purchase agreement from negotiation award, the order creation options are now correctly defaulted from the Configure Procurement Business Function setup page.

Oracle Reference: 33556766

No Auto Sourcing of Requisitions in Award to Contract Flow

Before update 22B, If you opted in to create a supplier contract in a negotiation with agreement outcome, purchase orders are automatically created from the BPA, and any linked requisitions automatically sourced. There's no option to control or stop auto-processing.

In update 22B, this issue is now fixed. After you create supplier contracts, and complete award to create the BPA, purchase orders won't be automatically created from the BPA. Requisitions will be released back to the pool. You can now choose whether to auto-source the requisitions or not, by setting the BPA control 'Automatically generate orders'.

Oracle Reference: 33725493

No Changes to Award Once It Is Submitted for Approval

When a negotiation is submitted for award approval, and the category manager forgets to close scoring, the scoring team members are able to modify their scores for the supplier responses. Also, the Category manager can change the award amount.

Scores or award amount shouldn't change when award is in approval process.

With this fix, category managers will be forced to close scoring before submitting award for approval. They can no longer modify the award amount or scores while approval is in process. Changes to scoring and award amount are not allowed after award is submitted for approval.

Oracle Reference: 33392940 and 33515097

Close Scoring Before Submitting the Award for Approval

Edit Award Amount is Disabled When Award Approval is in Progress

Creating Surrogate Response Directly in the Commercial Stage is Not Allowed

In a two-stage RFQ, category managers can't create a surrogate response directly in the commercial stage, when there is no technical response entered for the supplier. As part of the 2-stage process, the technical part of the response must be entered, evaluated and shortlisted, before a buyer can enter the commercial portion of the response on behalf of the supplier.

After update 22B, users attempting to create a response directly in commercial stage will see an error message.

Oracle Reference: 33449745

Category manager cannot create a surrogate response in commercial stage without a technical response

Unlocking of Commercial Responses in a Round Completed 2-Stage RFQ is Not Allowed

After the technical stage is unlocked, and technical responses are evaluated, category managers have the option to create a new round if supplier responses are not satisfactory. When a new round is created after the technical stage, commercial responses must remain locked and sealed. Therefore, after update 22B, you won't be allowed to unlock/unseal the responses submitted in previous round, when a new round is in progress.

Oracle Reference: 33562083

Steps to Enable

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

Supplier Qualification Management

Review DataFox Supplier Intelligence When Adding Suppliers to an Initiative

When searching for suppliers to add to an initiative, you can now review the supplier's DataFox risk indicator score in the search results. The scores are computed using configurable scoring criteria that can be chosen from a broad range of firmographic data and signals. The score values are links which provide access to the supplier's signals and scoring details. Leveraging the latest supplier intelligence data can help you determine whether or not to include a supplier on an initiative. For example, you may look for higher risk suppliers to include for a more rigorous review on risk management qualifications.

Add Suppliers to an Initiative

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

To enable this feature, you must opt in to the Manage Supplier Risk with DataFox Supplier Intelligence feature under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Key Resources

• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence feature.

Role Information

• Users who are assigned one of the following can create an initiative:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION) discretionary role, or
  • Create Supplier Qualification Initiative (POQ_CREATE_SUPPLIER_QUALIFICATION_INITIATIVE) privilege

• Users who are assigned one of the following can access supplier intelligence data such as score and signals:
  • Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
  • View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege

Automatically Requalify Survey Qualifications on Expiration

The ability to survey employees periodically to provide supplier feedback is an important part of a comprehensive supplier performance program. You can now configure survey initiatives to launch automatically when the prior qualification expires, enabling a touchless process to track supplier performance over time.

Internal Survey Qualification with Automatic Requalification on Expiration

Steps to Enable

To take advantage of this feature, you must opt in to the Conduct Internal Surveys for Supplier Qualification feature. If you previously opted in, then this feature is automatically available.

Setup steps are as follows:

• On the qualification area for an internal survey, select Automatic Requalification on expiration. Once enabled, all the survey qualifications that are created based on this qualification area will automatically launch a requalification on expiration.

• The existing scheduled process, Requalify Supplier Qualifications, is used to automatically launch requalifications for survey qualifications that are enabled. You don’t need to submit a different process if you are already using the existing automatic requalification or reassessment feature. If you aren't using requalification, you will need to schedule this process for this feature.

Tips And Considerations

• During requalification, eligible survey initiatives are grouped by supplier, supplier site, and internal responders.
• Automatic requalification uses the list of internal responders from the supplier, site, or both on the source qualification's survey initiative.

Key Resources

• Refer to the What's New and Readiness Training for the feature, Conduct Internal Surveys for Supplier Qualification.

Role Information

You have a couple of options for giving people access to the automatically requalify survey qualifications on expiration feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned these predefined job roles are automatically able to access the feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)    

• Users who are assigned configured job roles that contain these privileges are able to access the feature:
  • Edit Supplier Qualification Area (POQ_EDIT_SUPPLIER_QUALIFICATION_AREA_PRIV)
  • Edit Supplier Qualification (POQ_EDIT_SUPPLIER_QUALIFICATION_PRIV)

To set up this feature, you'll need this predefined job role or a configured job role that contains this privilege:

• Predefined job role name and code:
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)

• Privilege name and code for configured job roles:
  • Requalify Supplier Qualification (POQ_REQUALIFY_SUPPLIER_QUALIFICATION_PRIV)

Spend Classification

Improve Classification Results Using Training Exclusions

Use training exclusions to build and manage a list of words that will be ignored in any training set that is used for creating or improving a knowledge base. Text strings in spend data often include common words that can appear in a wide variety of unrelated spend records, making them poor predictors for assigning or updating category codes. Building up a set of training word exclusions ensures that these terms don't interfere with category predictions and improves knowledge base performance.

Here’s how you get started:

1. Go to the Training Exclusions page within the Configuration section of Spend Classification.
2. Start by reviewing the sample exclusions available within the solution. You can download these exclusions on to a spreadsheet using the Download Sample Exclusions action.
3. Modify the list of words as required.
4. Click Upload Exclusions to import your changes back into the application.

Alternatively, you can make changes directly on the Training Exclusions page. Add words to be excluded one at a time in the Excluded Word field, click the ‘X’ against a word to remove it from the exclusion list.

Training Exclusions

5. Next, incorporate the training exclusions into your classification process.

• For a new knowledge base, you’ll need to do this when you’re creating the knowledge base.

• For an existing knowledge base, you must first improve the knowledge base using the Improve Knowledge Base action. If no additional training is required, use only the training sets that were initially used to create the knowledge base.

6. When the knowledge base is ready, use it to classify the spend transactions and see the improvement in your results.

The training exclusions list is expected to evolve over time and undergo multiple iterations. To download and review the exclusion list that was last applied to any given knowledge base, go to the Knowledge Base page, and click the Download Exclusions action for that knowledge base. Here’s what you’ll find in the spreadsheet:

1. Current exclusions: Words currently excluded from the training set.
2. Canceled exclusions: Words that were removed from the list of training exclusions since the knowledge base was created or last improved.
3. Added exclusions: Words that were added to the list of training exclusions since the knowledge base was created or last improved.

Here’s an example of the exclusions spreadsheet:

Knowledge Base Exclusions

Use this list to determine if a knowledge base should be rebuilt or improved to incorporate more training exclusions, or if training exclusions should be modified to add the words previously removed.

Spend Classification machine learning ignores words in the training exclusion list while classifying the spend data. This ensures more significance for words that better qualify the type or nature of a purchase and improves classification results.

Use training exclusions to:

• Improve the classification results
• Prevent unwanted learning and thus have an efficient knowledge base
• Reduce time and effort spent on improving training data

Watch a Demo.

Steps to Enable

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

Key Resources

• Watch Improve Classification Results Using Training Exclusions Readiness Training
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role Information

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, 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:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Estimate the Size of a Sample Training Set

Assess the size of a sample training data set before it’s created. The sample training set creation process now provides an estimate for the number of records that will be generated based on the sample volume percentage that you've specified.

Enter the desired sampling volume percentage and click Get Transactions to receive an immediate prediction for the approximate number of transactions that will be included in the sample training data set.

Create Sample Training Set

Use this feature to control the number of transactions in the training set that you’ll then classify manually to train the knowledge base. Also reduce the time spent in creating a sample training set.

Steps to Enable

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

Key Resources

• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role Information

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, 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:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Improvements to Download Data Set

Extract a specific set of transactions from a given data set using additional filter parameters that have been added to the Data Set download. You can now filter by business unit and transaction dates to get a more granular set of transaction data that can be used for preparing training data or to help with classification iteration when improving a knowledge base.

Click Download in the menu for the data set that you want to download. In the Download data set dialog, select values for the optional parameters business unit and date range, and download the data set.

Download Data Set

Downloading a filtered data set saves time, which is otherwise spent on manually extracting transactions for a specific period to use for training or specific analysis.

Steps to Enable

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

Key Resources

• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role Information

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, 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:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Use Spend Classification Analysis Dashboard to Enhance Your Analytics

Enhance the insights into your organization's operations with a new dashboard in Oracle Transactional Business Intelligence: Spend Classification Analysis. This dashboard allows you to compare the difference in the Procure to Pay reports by showing the results using the original spend transaction data before classification, and updated results after classification of your spend data using Spend Classification.

Spend Classification Analysis dashboard is based on the reports available in the Procure to Pay dashboard. Here’s how it displays the reports next to each other for a comparative analysis:

• First, in the original taxonomy as defined in Fusion Procurement with the category assignments originally stamped on each spend transaction

• Next, in the taxonomy defined in Spend Classification with the updated category assignments. If you have reclassified your spend data into more than one taxonomy, this can be selected at the top of the dashboard.

Spend Classification Analysis

The tabs available in the dashboard are:

• Cross Process: Showcases graphs which span the entire process from Requisitions to Purchase Orders to Receipts to Invoices to Payments.
• Requisitions: Displays graphs related to requisitions.
• Purchasing: Displays graphs for purchase orders.
• Invoices: Displays graphs related to Invoices.

While you use Procure to Pay dashboard for operational and procurement excellence, you use Spend Classification Analysis dashboard to understand the difference between the reports before and after classification.

Steps to Enable

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

Tips And Considerations

Spend Classification Analysis dashboard is based on data classified and approved in Oracle Spend Classification, so be sure to setup and use spend classification before going over to the dashboard to view reports. 

Key Resources

• Watch Spend Classification Analysis Dashboard Readiness Training
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role Information

• Spend Classification analysis dashboard is based on these subject areas:
  • Procurement - Purchasing Real Time
  • Procurement - Requisitions Real Time
  • Procurement - Spend Real Time

• For more information about the roles that are required to access the subject areas used in spend classification analysis dashboard, see the associated Job Roles sections in the Subject Areas for Transactional Business Intelligence in Procurement guide: Procurement - Purchasing Real Time, Procurement - Requisitions Real Time, and Procurement - Spend Real Time.

Procurement Contracts

View Supplier Sites in Fulfillment Lines

You can view all active sites for a supplier address in the fulfillment lines. The selected site is used in the agreement or purchase order created from the contract. The existing supplier address fields are renamed accordingly in the contract header, lines, and fulfillment lines to distinguish between the supplier address and the supplier site.

Supplier Address and Supplier Site in Fulfillment Line

Identifying the specific supplier site on the fulfillment line prevents errors in the purchasing process and ensures items are sourced from the right location.

Steps to Enable

The upgrade script automatically updates existing editable supplier contracts with fulfillment lines. The supplier site defaults to the fulfillment line if the supplier address has only one associated site. If there's more than one associated site, it doesn't default. Instead, you need to edit the contract and select the supplier site from the list. Fulfillment lines that are closed or not in editable statuses are left unchanged during the upgrade.

Differentiate Base Contracts Created from Sourcing Negotiations

Search for base contracts in Enterprise Contracts. A base contract is created without any primary parties in a sourcing negotiation flow to negotiate terms with several invited suppliers. Base contracts are displayed in the search results, along with the transactional contracts you have with other parties. You can visibly differentiate a base contract from other contracts in the search results, contracts overview, and Oracle Transactional Business Intelligence (OTBI) reports.

You can delete a base contract only if the corresponding negotiation is canceled or deleted. In addition, you can't activate a base contract or share it externally in Oracle Supplier Portal.

Base Contract Search

Base Contract

This feature lets you:

• Differentiate base contracts from other contracts with an icon
• Exclude base contracts from the contract search results
• Protect base contracts from deletion when referenced by an active negotiation
• Prevent activation of a base contract by contract validation check
• Generate OTBI reports for base contracts

Steps to Enable

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

Tips And Considerations

An upgrade script automatically updates all existing base contracts and sets the Base Contract field to Yes. This ensures data consistency when you view the base contracts that were created before and after this feature.

Key Resources

See this content:

• Create Supplier Contracts from Negotiation Award What's New document
• Create Supplier Contracts from Negotiation Readiness training video
• The section on base contracts in the "Create Procurement Contracts" chapter in the Using Procurement Contracts guide.

Role Information

• Category Manager job role and all roles which have access to view or edit contracts

Use Deep Links to Access a Contract

You can use deep links to navigate directly to a contract, for example, from an email notification, or Oracle Transactional Business Intelligence (OTBI) reports.

You can copy and save direct links to a contract. You can share the deep link that opens a contract with someone else, or you can manually add the link to any page, such as a report or user interface page.

Create a Link from Contract Number in a Report

Providing a deep link takes you straight to the contract, so you don't have to search separately for it, saving time and extra steps.

Steps to Enable

You can set up deep links and use them in several ways:

• You can use deep links to drill down to a contract from an OTBI report.
• You also have the option to incorporate deep links into emails or notifications so that the reader can link directly to the contract.

Tips And Considerations

To see a complete list of the available deep links, use the Deep Links work area (Navigator > Tools > Deep Links).

When setting up the drill-down action from an OTBI report, ensure that you update the URL to reference the object key you've decided to apply. In the example below, the URL uses objKey=chrId.

Setting Up a Deep Link in an OTBI Report

Key Resources

• See the "Deep Links" topic in the "Contracts Common Configurations" chapter in the Implementing Enterprise Contracts guide. This topic will be available on April 1 on Oracle Help Center.

Role Information

• You can open the contract directly on the Edit Contract page from a deep link if you have the appropriate functional or data security to access that contract.

Support Additional Parameters in Contracts Descriptive Flexfields for Setting Contexts and Filtering Value Sets

You can use the additional parameter Intent in the Contract Header descriptive flexfield to automatically set the context to Buy or Sell. Based on the context, you can view the corresponding segments. Also, the additional parameters, ContractId and LineId, in the Contract Header and Contract Line descriptive flexfields, respectively, can be used to filter the values in the value set dynamically.

The additional parameters supported for the contract header and line let you tailor the descriptive flexfields. For example, you can filter and display only the bill-to accounts of the contract's customer in a descriptive flexfield segment. This enhances the user experience and improves the quality of data entered.

Steps to Enable

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

Key Resources

• See the "Descriptive Flexfields for Contracts" topic in the "Contracts Common Configurations" chapter in the Implementing Enterprise Contracts guide.

Channel Revenue Management

Use the Legal Entity Time Zone in Channel Revenue Management

Use the legal entity time zone when creating programs, accruals, adjustments, claims, and posting transactions. If the setting on the legal entity profile indicates that the legal entity time zone should be used, then all channel programs, claims, and other transactions will be displayed and processed for this time zone.

For Deductions and Settlement:

• These dates exist in user interfaces, REST services, and processing of claims.
• These processes include inbound AR integrations, claim creation, and settlement.

Claim UI - Dates in Legal Entity Time Zone

For Supplier Channel Management:

• These dates exist in user interfaces, REST services, and processing of programs, inbound supplier invoices, channel batches, and claims.

• These processes include program creation, eligibility, CSV upload, direct inbound integrations, batch creation, accrual creation, claim creation, and settlement.

• It is important to clarify that posting to GL has always been processed in legal entity time zone, so no change there.

Program: General UI - Dates in Legal Entity Time Zone

Program: Checkbook UI - Dates in Legal Entity Time Zone

Business Benefits:

• For Deductions and Settlement:
  • Claims are processed in the same time zone as Financials.

• For Supplier Channel Management:
  • Dates of supplier programs, adjustments and claims are processed in the same time zone as Financials.

Steps to Enable

1. In the Financials offering, go to the task Manage Legal Entity Configurator Profile Options. Set the profile Enable Legal Entity Time Zone at the Site level.
2. In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management and Use the Legal Entity Time Zone in Channel Revenue Management features.
3. Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the Supplier Channel Management and Use the Legal Entity Time Zone in Channel Revenue Management features.
4. For Deductions and Settlement only:
   1. In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Deductions and Settlement and Use the Legal Entity Time Zone in Channel Revenue Management features.
   2. Under the Financials offering and the Receivables functional area, navigate to the Manage Receivables System Options task. Search for and select your business unit. Click the Cash Processing tab. Select the Enable channel revenue management integration check box, and click Save.

Tips And Considerations

Before commencing enablement for the legal entity time zone feature, there are implementation considerations that need to be taken into account. Prior to this feature dates were treated in the server time zone. Consider if your server time zone is different than your legal entity time zone.

For Deductions and Settlement:

• Existing dates stamped in server time zone by Channel in existing claims and set ups will be treated as in the legal entity time zone.
• New claims and their processing are treated in the legal entity time zone.

For Supplier Channel Management:

• Existing dates stamped in server time zone by Channel in existing programs, accruals, adjustments and claims will be treated as in the legal entity time zone.

• New inbound transactions and new processing are treated in the legal entity time zone, including CSV uploads. So consider the business processes around the preparation of inbound transactions, as imported dates will be treated in the legal entity time zone.

• There are 2 exceptions for purchase order related dates:  Requested Delivery Date and Requested Ship Date. They are displayed in Channel, as they were entered in the PO. Purchase Order does not capture a time zone for these dates. Channel will process these dates as is without any conversions.

• Another exception: The processing of the dates within the eligibility service REST will be in the legal entity time zone. However, all dates returned by the eligibility service REST are in Coordinated Universal Time (UTC).

Key Resources

• Watch Dates in Legal Entity Time Zone Readiness Training.
• Watch Supplier Channel Management Continuous Improvement Update 22A Readiness Training.
• Watch Deductions & Settlement Continuous Improvement Update 22A 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

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

Supplier Channel Management

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

Import Additional Information from a Supplier Invoice Line Descriptive Flexfield Via a CSV File

Import additional information on a supplier invoice line in CSV upload. Additional information can be configured as a descriptive flexfield of a supplier invoice line in Supplier Channel Management. Use these details in eligibility rules to further qualify a supplier invoice for a rebate.

Import Supplier Invoices

Improve the configurability in qualifying supplier invoice lines for a rebate.

Steps to Enable

1. In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.
2. Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.
3. Plan and configure descriptive flexfields in Channel Revenue Management for the supplier invoice using the task Manage Channel Descriptive Flexfields, flexfield Channel Document Header DFF.
4. Plan and configure descriptive flexfields in Channel Revenue Management for the supplier invoice line using the task Manage Channel Descriptive Flexfields, flexfield Channel Document Line DFF.
5. Configure the global context descriptive flexfield as a qualifier if used to qualify supplier invoice lines for a rebate.
   1. Update Get Eligible Programs algorithm in Pricing.
   2. Add the lookup code for the qualifier to channel lookup ORA_CJM_SUP_REBATE_QUAL in Supplier Channel Management.
   3. Update Channel Program Eligibility matrix class in Pricing.
   4. Configure the program type and program to use the qualifier in Supplier Channel Management.

Tips And Considerations

Consider where and how to use these descriptive flexfields. Only global segment descriptive flexfields are supported as program qualifiers, not context-based segments. However, your implementation can import context-based segments if it doesn't use them as qualifiers.

Key Resources

• Watch Supplier Channel Management Enhancements 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

• Users who are assigned this predefined job role can access this feature:
  • Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST_JOB)

Use a Different Catalog for Alternate Supplier Sites in Supplier Annual Programs

Eligibility already supports a supplier catalog for the supplier of a supplier annual program.

This feature provides the additional capability to ensure that eligibility will qualify annual rebates from manufacturers based on purchases from distributors.

Create Annual Program

It is common in certain industries to have rebate relationships directly with a manufacturer but to buy from a distributor.

In this case, the supplier annual rebate program is from the manufacturer. The product rules are based on the manufacturer’s catalog for easier rule administration. But supplier invoices are from an alternate supplier site, or the distributor, and not the manufacturer.

This reduces the administration of supplier annual programs with alternate distributors through catalog-based product rules.

Steps to Enable

1. In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.
2. Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.
3. Create a catalog for the manufacturer.
4. Create a supplier annual program for the manufacturer with an alternate supplier site and catalog-based product rules.

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_PROGRAMS_PRIV)

Extend Supplier Rebate Program Eligibility

Programmatically extend the eligibility algorithm to qualify receiving transactions or supplier invoices. For example, an extension could be the ability to support precedence when multiple rebates apply. Thus, a supplier rebate at the ship-to level takes precedence over a rebate at the account level.

Improves the extensibility and flexibility of eligibility to qualify supplier invoices lines for supplier rebates, thus reducing the cost of ownership.

Steps to Enable

1. In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.
2. Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.
3. Plan and configure the Get Eligible Programs algorithm in Pricing.

Tips And Considerations

Consider additional communications to your program manager community regarding how eligibility works, because there is no user indication in any program that eligibility has been programmatically extended.

Key Resources

• Watch Supplier Channel Management Enhancements 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: Administer Pricing, available on the Oracle Help Center.
• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles can access this feature:
  • Pricing Manager (ORA_QP_PRICING_MANAGER_JOB)
  • Pricing Administrator (ORA_QP_PRICING_ADMINISTRATOR_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Pricing Algorithms (QP_MANAGE_PRICING_ALGORITHMS_PRIV)

Specify Exchange Rate Date for Manual Adjustments to Supplier Programs

Optionally override an exchange rate date when the adjustment currency is not the same as the ledger currency. If an exchange rate date is not provided, then the adjustment approval date is used.

Create Adjustment UI

Adjustments can reverse an available accrual at the exchange rate of the original accrual, or at the exchange rate of the original invoice.

Steps to Enable

1. In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.
2. Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.
3. Configure exchange rates in Financials.

Tips And Considerations

In use, this feature is applicable only for adjustments in a currency different than the ledger currency; otherwise there is no need for a currency conversion. For instance use this, if your adjustment is in Canadian dollars for a Canadian dollar program in a US dollar ledger.

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 Manual Adjustments (CJM_MANAGE_SUPPLIER_MANUAL_ADJUSTMENT_PRIV)