This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Update Version | Notes |
---|---|---|
25 OCT 2018 | Update 18C | Revised update 18C. |
20 APR 2018 | Update 18B | Delivered new features in update 18B. |
07 SEP 2018 | Update 18A | Revised update 18A. |
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Feature | Notes |
---|---|---|
25 OCT 2018 | Manage Unit of Measure Classes Using a REST Service | Updated document. Added new Supply Chain Common Component feature delivered in update 18C. |
25 OCT 2018 | Manage Units of Measure Using an Enhanced REST Service | Updated document. Added new Supply Chain Common Component feature delivered in update 18C. |
21 SEP 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security and New Features
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed.
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Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Go to Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Opt In Only = These features are made available for use via Opt In. No additional setup steps are required.
Opt In, Plus Additional Steps Required = To use these features you must first Opt In, then perform additional setup steps.
Steps Required (No Opt In) = Setup steps must be performed before these features can be used. For example, new or expanded BI subject areas need to first be incorporated into reports. Integration is required to utilize new web services.
Reconcile Inventory Balances with a Third-Party Logistics Provider, Warehouse Management System, or Contract Manufacturer
Review and reconcile inventory balances between Oracle Inventory Management Cloud and a third-party logistics provider, warehouse management system, or contract manufacturer. Review the status of inventory balance updates at a glance using the Inventory Balances infolet. Approve and process inventory adjustments using spreadsheet-based export and import, similar to physical and cycle count adjustments.
On-Hand Balances Approvals Process Flow
Steps to Enable
You must opt in to and enable this feature for the Inventory Management functional area. For instructions, refer to the Optional Uptake of New Features section of this document.
Tips And Considerations
For using the feature Reconcile Inventory Balances with a Third-Party Logistics Provider, Warehouse Management System, or Contract Manufacturer, both the opt-ins must be enabled and the Supply Chain Application Administrator must determine and assign to users the privilege to approve the on-hand balance adjustments.
The task Manage Inventory Balance Messages in Spreadsheet is used to provide approvals using a spreadsheet.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
To set up this feature, the following privilege or role is required:
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Approve Inventory Balances (INV_APPROVE_INVENTORY_BALANCES)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
The privilege Approve Inventory Balances is assigned to the new duty role "Inventory Approval Management Duty" to segregate approvals in Inventory Management.
Comply with Tax Authority Requirements for Sales Order Shipments in Brazil
A Fiscal Documents is required by the Brazilian government when companies operating in Brazil perform a sale of goods or services, a drop-shipment or cross-state movement of goods from a Brazil organization. Localized business processes are supported meeting this government requirement.
Reduce delays and penalties by providing the right Fiscal Document for the right business process flow. Improve Fiscal Document processing with better user visibility and controls.
Fiscal Document Support in Brazil
Steps to Enable
This feature is not automatically available. It does not have an Opt-In option.
There is setup associated with this feature.
Perform the following steps to enable this feature:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select offering Manufacturing and Supply Chain Materials Management.
- On the Setup page, select functional area Shipping.
- On the Setup page, click the Manage Shipping Parameters task.
- On the Manage Shipping Parameters page, enable the parameter Automatically ship confirm at fiscal document approval.
Tips And Considerations
Choose whether a shipment is automatically ship confirmed at fiscal document approval.
Determine how Operations Fiscal Classification Code (CFOP) are added to the Shipment. Decide if CFOP codes are defaulted from rules defined in Order Management or manually entered.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
To set up this feature, users must be assigned duty role ‘Fiscal Document Generation Duty’. Fiscal Document Generation Duty is not provisioned automatically. The role must be manually provisioned to Warehouse Manager, Shipping Manager and Shipping Agent.
Improve PAR Location Management with PAR Replenishment Web Service and Process and Extended Subinventory PAR Parameters
Use the periodic automatic replenishment (PAR) location replenishment process to supply your PAR inventory locations from suppliers or internal stockrooms. Create and manage PAR locations through a web service and through spreadsheet import and export. Extend PAR location attributes with descriptive flexfields.Use the PAR location replenishment process to supply your PAR inventory locations from suppliers or internal stockrooms. Create and manage PAR locations through a web service and through spreadsheet import and export. Extend PAR location attributes with descriptive flexfields.
PAR Replenishment Process Flow
Steps to Enable
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Perform the following steps after you opt in to the feature:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select offering Manufacturing and Supply Chain Materials Management.
- On the Setup page, select functional area Inventory Management.
- On the Setup page, click the Manage Subinventories and Locators task.
- On the Manage Subinventories and Locators page, enable the PAR location checkbox.
- On the Manage Item Subinventories page, enable the PAR Settings.
Tips And Considerations
PAR locations are typically non-quantity tracked. However, PAR replenishment is supported for both quantity tracked or non-quantity tracked locations. The quantity tracked checkbox is displayed on the Manage Subinventories page.
PAR replenishment settings can be configured at either the item subinventory or item locator levels. You can access the PAR settings on the Manage Item Subinventories or Manage Item Locators pages.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
To set up this feature, the following privilege or role is required:
- Privilege Name and Code:
- Manage Subinventory and Locator (INV_MANAGE_SUBINVENTORY_AND_LOCATOR)
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Create Inventory Replenishment Request Process (INV_CREATE_INVENTORY_REPLENISHMENT_REQUEST_PROCESS)
- Manage Inventory Replenishment Requests (INV_MANAGE_INVENTORY_REPLENISHMENT_REQUESTS)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
Receive Packing Container License Plate Numbers on Inventory Transactions
The feature, Receive Packing Container License Plate Numbers on Inventory Transactions, allows your organization to receive packing container license plate numbers (LPNs) on inventory transactions. Miscellaneous inventory transactions will be tagged with LPNs for visibility and genealogy purposes. This capability is particularly helpful in industries such as food processing that require LPN tracking and visibility.
The intent of this feature is to capture information on the packing container LPN from a 3PL or WMS system and report this information in Oracle Inventory Management Cloud and Oracle Product Genealogy.
Ultimately, the external packing unit information received in Inventory Management will be shared with Oracle Product Genealogy. Oracle Product Genealogy keeps track of inventory transactions starting from receipt of the item and associated LPN to final shipment to the end customer. This feature will allow you to report on the history of movement of items across LPNs and associated genealogical information on lots and serial numbers.
The Information on the External Packing Units in Inventory Management Cloud and the Information on the Associated Lots and Serial Numbers in Oracle Product Genealogy Will Be Used to Generate a Combined Report.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Use Transfer Order Subject Area in Oracle Transactional Business Intelligence
The Inventory Transfer Order Real Time subject area in Oracle Transaction Business Intelligence introduces a dedicated subject area to analyze and report on transfer order real-time data. You can build rich, visual, and interactive reports and publish to multiple users. This new subject area provides various dimensions to create analytics on your transfer order data. For example, you can create an analysis to show transfer orders shipped and received between specific inventory organizations. You can easily add and remove columns to configure the analysis to meet your specific reporting requirements.
Inventory Transfer Order Real Time Subject Area
Steps to Enable
You can add the new Inventory Transfer Order Real Time subject area to your existing reports, or create new reports that use the new subject area. For details about creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports guide, available on the Oracle Help Center.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Integrate and Extend Inventory Management Using REST Services
Manage Inventory Transactions Using a REST Service
Use a REST service to review completed inventory transactions such as a miscellaneous receipt and miscellaneous issue. Use the same service to create, review, update, and delete the records in the inventory interface.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Manage Staged Inventory Transaction Web Service (INV_MANAGE_STAGED_INVENTORY_TRANSACTION_WEB_SERVICE)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
Manage PAR Replenishments Using a REST Service
Use a REST service to create new replenishment requests or update existing replenishment requests. You can create and update replenishment request details including item quantity, organization, and subinventory. You can also view details for existing replenishment requests.
Use the Replenishment Request service to do the following:
- View, create, or update replenishment requests.
- Enter replenishment count details including inventory organization, subinventory, locator, item, and quantity.
- Enter descriptive flexfields for a replenishment request line.
- Automatically submit the replenishment request for processing.
The Replenishment Request service allows you to easily view, create and update replenishment requests. You can save time and improve PAR replenishment processing by entering replenishment count details using the service. The Replenishment Request service automatically submits the associated replenishment requests for processing resulting in the creation of a purchase requisition, transfer order, or movement request.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation available on the Oracle Help Center.
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Receive Inventory Replenishment Request Web Service (INV_RECEIVE_INVENTORY_REPLENISHMENT_REQUESTS_WEB_SERVICE)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
Manage Physical Inventory Using a REST Service
Use a REST service to create and update physical inventory details and tags, and to approve or reject adjustments. Use the same service to review physical inventory detail, tags, and adjustments.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the Rest APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
View Inventory On-Hand Balances Using a REST Service
Use a REST API to get inventory item on-hand balances by revision, organization, subinventory, or locator. You can also get on-hand details by lot and serial numbers. Use the same service to get on-hand balances for items assigned to a category code and to get on-hand balances for a consigned supplier.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- View Inventory On-Hand Balance Web Service INV_VIEW_INVENTORY_ONHAND_BALANCE_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
- Privilege Name and Code:
- View Inventory On-Hand Balance by Supplier Web Service (INV_VIEW_INVENTORY_ONHAND_BALANCE_SUPPLIER_WEB_SERVICE)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
Manage Pick Confirmations Using a REST Service
Use the REST service to confirm the pick transactions on a pick slip and handle exceptions at the same time.
Now exception reasons can be furnished for any deviation from the suggested inventory details while using the pickTransactions REST service. To make the REST service easier to use while handling exceptions, the processing adheres to the following details.
- If a reason is furnished and the organization parameter, Capture Picking Exceptions, is disabled, then ignore the reasons provided.
- If the organization parameter is enabled, pick quantity is changed, and a valid reason is not provided, then return an appropriate error.
- If organization parameter is enabled, pick quantity is changed, and more than one reason is provided, then return an appropriate error because the application cannot determine what action is to be taken on the remaining quantity.
- Regardless of the organization parameter, if an invalid reason is furnished, then ignore it.
- If the organization parameter is enabled and an unrelated reason is furnished, then ignore it.
- If the organization parameter is enabled and multiple reasons are furnished for a change not related to quantity, log the exceptions and proceed with processing.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Portal
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Perform Pick Transaction by Web Service (INV_PERFORM_PICK_TRANSACTION_WEB_SERVICE)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
Review Inventory Consumption Advice Using a REST Service
Use a REST service to review consumption advice details including associated inventory transactions and lot and serial details. External parties such as suppliers can use this service to monitor and review their material consumption.
Use the Review Consumption Advice service to do the following:
- View consumption advice and associated consumption advice lines
- View consumption advice for a specific supplier
- View inventory consumption transactions for a consumption advice line
- View lot and serial number details for a consumption advice line
The Review Consumption Advice service will enable you to easily access consumption advice details improving oversight, visibility, and control of your consigned inventory processes. Additionally, the Review Consumption Advice service is accessible to your suppliers allowing improved monitoring and tracking of material consumption.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation available on the Oracle Help Center.
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Review Inventory Consumption Advice Web Service (INV_REVIEW_INVENTORY_CONSUMPTION_ADVICE_WEB_SERVICE)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
- Privilege Name and Code:
- Review Inventory Consumption Advice by Supplier Web Service (INV_REVIEW_INVENTORY_CONSUMPTION_ADVICE_SUPPLIER_WEB_SERVICE)
- Job Role Name and Code:
- Supplier Inventory Manager (ORA_INV_SUPPLIER_INVENTORY_MANAGER)
Manage Packing Units Using a REST Service
Use a REST service to create and update a packing unit. Use the same service to review the details of a single packing unit, a nested packing unit structure, descriptive flexfields, lot and serial information, and the packing unit contents.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Manage Receiving Transaction History Using a REST Service
Use a REST service to review receiving transaction history including lot and serial number details.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Provide Receiving Transaction Details Web Service (RCV_PROVIDE_RECEIVING_TRANSACTION_DETAILS_WEB_SERVICE)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
- Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)
Use Improved Warehouse Management Integration and a Web Service to Reset the Integration Status on Shipment Lines
This update provides two enhancements to outbound fulfillment integration to a warehouse execution system.
RESET INTEGRATION STATUS VIA WEB SERVICE
In outbound fulfillment scenarios such as customer sales orders or internal transfer orders, shipping requests are sent from Oracle Inventory Management Cloud to the warehouse execution system. The sales order or transfer orders lines sent to the external execution system for fulfillment are restricted for any changes.
In a number of exception scenarios, sales order or transfer order lines need to be changed, canceled, or resent to the warehouse execution system. The status can be manually changed or reset to allow changes or cancellations and then resent to the warehouse execution system.
With this update, the status can be reset using a web service to allow for programmatic handling of exception scenarios.
INTERFACE SHIPPING REQUESTS AWAITING TRANSPORTATION PLANNING
For enterprises that utilize a transportation management system such as Oracle Transportation Management Cloud along with Oracle Inventory Management Cloud and Oracle Order Management Cloud, Inventory waits for outbound orders to be planned before starting fulfillment in order to utilize transportation details.
When Oracle Inventory Management Cloud is not the warehouse execution system, you can send shipping requests to a warehouse execution system prior to transportation planning with Oracle Transportation Management Cloud, allowing the warehouse execution system to interact directly with Oracle Transportation Cloud.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Tips and Considerations
Use 'resetIntegrationStatus' operation of the 'Material Shipment Line' service to reset integration status of the shipment lines programmatically.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
To use this feature, the following privileges or role is required:
- Warehouse Manager
- Shipping Manager
- Shipping Agent
Accept Changes to Orders When Using Planned Shipments in Oracle Transportation Management Cloud
“Fulfilling the perfect order” not only means delivering what was ordered when promised, it also means providing superior customer service. Today’s enterprises need to react to customer order changes, fulfillment issues in the warehouse and transportation issues quickly and in a cost-effective manner.
Supply chain applications must flexibly support the variety of factors that influence how and when customer orders are fulfilled.
With these enhancements changes to the order, fulfillment or transportation can easily be made even after orders have been transportation planned and provide seamless visibility to customer service, the warehouse and transportation planners.
These enhancements support changes in the fulfillment cycle after transportation has been planned in Oracle Transportation Management Cloud up through the point of orders being staged for shipping in Oracle Inventory Management Cloud. The types of changes supported include:
- Additions and cancellations of order lines
- Quantity changes
- Requested and Scheduled Ship Date changes
- Transportation Plan changes
- Partial fulfillment
Change Management with OTM Integration
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- Setup Order Management Cloud such that when an update is sent to Shipping a corresponding update is sent to Transportation Management as well
- Shipment lines can be manually added to an existing transportation shipment at any time
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
To use the feature users need to have one of the roles:
- Warehouse Manager
- Shipping Manager
- Shipping Agent
Manage Inbound Shipments Using a REST Service
Use a REST service to get the inbound shipment details. Use the same service to update the expected receipt date, packing slip, bill of lading, and other ASN attributes.
Steps to Enable
If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
To use this feature, the following privilege or role is required:
- Privilege Name and Code:
- Provide Inbound Shipment Details Web Service (RCV_PROVIDE_INBOUND_SHIPMENT_DETAILS_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)
- Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)
Review E-Record and E-Signature Details Inline
Review electronic record and electronic signature details for inline approvals in a PDF file on the E-Signature page.
Users reviewing an electronic record before adding their electronic signatures need not click on a link to open or download the electronic record. The application displays electronic records on the E-Signature page.
The Electronic Record area on the E-Signature page that displays the electronic record in a PDF file allows users to navigate, search, zoom, and download the electronic record. For inline signature transactions, the electronic record is displayed inline in approval notifications too.
The following screenshot shows the electronic record in the E-Signature page.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle SCM Cloud: Using E-Signatures and E-Records Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV)
- Job Role Name and Code:
- All roles provisioned with the Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV) privilege. Existing roles applicable to the supply chain management transactions that use e-signatures and e-records are provisioned by default.
- Privilege Name and Code:
- View Electronic Records and Signatures (EDR_VIEW_RECORDS_ESIGNATURES_PRIV)
- Job Role Name and Code:
- Compliance Business Analyst (ORA_EDR_COMPLIANCE_BUSINESS_ANALYST_JOB
Capture User Name with E-Signature
Capture user name and password while generating an e-signature for inline and deferred transactions. During the signing process, you are now required to enter the user name along with the password for two distinct identification components of the e-signature.
The US Food and Drug Administration’s (FDA) 21 CFR Part 11 requires employing at least two distinct identification components such as the identification code and password when obtaining an e-signature.
Starting with this update, signers should enter their user name in addition to the password when adding e-signature to a transaction. Both the user name and the password of the signer is validated before recording their approval or rejection of the electronic record. Error messages are displayed if either the user name or the password does not match with that of the signer.
The user name is captured for electronic records approved through the inline signature page and also when the electronic records are captured through approval notifications.
The following screenshot shows the capture of both user name and password when approving an operation transaction.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle SCM Cloud: Using E-Signatures and E-Records Guide available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV)
- Job Role Name and Code:
- All roles provisioned with the Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV) privilege. Existing roles applicable to the supply chain management transactions that use e-signatures and e-records are provisioned by default.
- Privilege Name and Code:
- View Electronic Records and Signatures (EDR_VIEW_RECORDS_ESIGNATURES_PRIV)
- Job Role Name and Code:
- Compliance Business Analyst (ORA_EDR_COMPLIANCE_BUSINESS_ANALYST_JOB
Print E-Signature History in E-Record
Include e-signatures and comments from each reviewer at the end of an electronic record report.
The Signature Manifestations section of the US Food and Drug Administration’s (FDA) 21 CFR Part 11 mandates that the signed electronic records shall contain information associated with the signing that clearly indicates all of the following:
- The printed name of the signer.
- The date and time when the signature was executed.
- The meaning (such as review, approval, responsibility, or authorship) associated with the signature.
The Electronic Record Signature History section is now automatically added to the electronic records stored in the application after they are either approved or rejected. The signature history prints the name of the signer, the signature meaning, response, signed date, and the comments entered, if any, when the electronic signature is added.
Printing the electronic signatures in the electronic records results in compliance with the US Food and Drug Administration’s (FDA) 21 CFR Part 11 regulations for storing electronic records. Electronic signatures are linked to their respective electronic records to ensure that the signatures cannot be excised, copied, or otherwise transferred to falsify an electronic record.
The following screenshot shows the electronic signature history in an electronic record for a work order operation transaction.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Using E-Signatures and E-Records Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV)
- Job Role Name and Code:
- All roles provisioned with the Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV) privilege. Existing roles applicable to the supply chain management transactions that use e-signatures and e-records are provisioned by default.
- Privilege Name and Code:
- View Electronic Records and Signatures (EDR_VIEW_RECORDS_ESIGNATURES_PRIV)
- Job Role Name and Code:
- Compliance Business Analyst (ORA_EDR_COMPLIANCE_BUSINESS_ANALYST_JOB
Adjust Receipt and Inventory Cost for Inclusive Taxes on Purchase Orders
Segregate and account for recoverable and nonrecoverable inclusive tax. When the item price on a purchase order line includes taxes, Receipt Accounting separates the item price into basic item price, inclusive recoverable tax, and inclusive nonrecoverable tax. This lets you account for nonrecoverable tax in the item cost when the price on the purchase order line contains inclusive tax.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle SCM Cloud: Using Supply Chain Cost Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Cost Accountant
Adjust Receipt and Inventory Cost for Inclusive Taxes on Global Procurement Purchase Orders
Segregate and account for recoverable and nonrecoverable inclusive tax. When the item price on a global procurement purchase order line includes taxes, Receipt Accounting separates the item price into basic item price, inclusive recoverable tax, and inclusive nonrecoverable tax. Inclusive tax adjustments are now performed on logical transactions in the supplier-facing inventory organization when you physically receive the items in an inventory organization that is associated with a different business unit.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle SCM Cloud: Using Supply Chain Cost Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Cost Accountant
Adjust Receipt and Inventory Cost for Inclusive Taxes on Consignment Purchase Orders
Segregate and account for recoverable and nonrecoverable inclusive tax. When the item price on a consignment purchase order line includes taxes, Receipt Accounting separates the item price into basic item price, inclusive recoverable tax, and inclusive nonrecoverable tax. This lets you account for nonrecoverable tax in the consigned item cost when the price on a purchase order line contains inclusive tax.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle SCM Cloud: Using Supply Chain Cost Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Cost Accountant
Analyze Manufacturing and Inventory Cost Details
Seventeen additional reports have been added in this update, covering subject areas that include cost accounting distributions, costing of inventory and manufacturing transactions, uninvoiced receipts, item costing, and period end exceptions.
DISTRIBUTION SUMMARY BY PERIOD REPORT
New report based on the Cost Accounting Real Time subject area that provides the summary of the GL account balances for a period by Cost Organization and Book. Further drill down into the distribution details provides the transaction information for the GL account balances.
The following screen capture illustrates the feature and its benefits.
DISTRIBUTION DETAILS BY ACCOUNT REPORT
New report based on the Cost Accounting Real Time subject area that provides the cost accounting distribution details by GL account. It can also be used to see the cost accounting distribution details for specific documents. You can drill down to this report from the Distribution Summary by Period report.
GOODS RECEIVED NOT INVOICED REPORT
New report based on the Receipt Accounting Real Time subject area that shows the purchase order and receipt information for the receipts that have been received but not fully invoiced.
The following screen capture illustrates the feature and its benefits.
COMPARE ITEM COST (SCENARIO TO PUBLISHED COST) REPORT
New report based on the Item Cost Real Time subject area that shows the side-by-side comparison of the standard item cost from a scenario to the published cost within a cost organization and book. The scenario can be a published or an unpublished scenario.
The following screen capture illustrates the feature and its benefits.
Compare Item Cost (Scenario to Scenario) Report
New report based on the Item Cost Real Time subject area that shows the side-by-side comparison of the standard item cost from one scenario to another within a cost organization and book. The scenario can be a published or an unpublished scenario.
The following screen capture illustrates the feature and its benefits.
COMPARE ITEM COST (DIFFERENT BOOKS) REPORT
New report based on the Item Cost Real Time subject area that shows the side-by-side comparison of the standard item cost across different cost books. You can also specify the dates on which the costs are effective. This is helpful in cases where a different cost book is used for standard cost simulation. This analysis allows you to compare a cost simulation to the published cost.
The following screen capture illustrates the feature and its benefits.
INVENTORY TURNS REPORT
New report based on the Inventory Valuation Real Time and COGS and Gross Margin Real Time subject areas that shows the inventory turns for an item for a period date range. It uses the formula (COGS / Average Inventory Value) to calculate the Inventory Turns, where the average inventory value is calculated as (beginning value + ending value) / 2. In addition, it also shows Days Sales of Inventory, which is calculated as (start date - end date) / inventory turns.
The following screen capture illustrates the feature and its benefits.
COST ACCOUNTING PERIOD END VALIDATION SUMMARY REPORT
New report based on the Cost Accounting Period Close Real Time subject area that provides the summary level period end validation information for the cost organizations and books. This information is available for the report after running the period end validation on the Manage Accounting Periods page.
The following screen capture illustrates the feature and its benefits.
COST ACCOUNTING PERIOD END VALIDATION ERROR TRANSACTIONS REPORT
New report based on the Cost Accounting Period Close Real Time subject area that provides the transaction information associated with the validation errors.
The following screen capture illustrates the feature and its benefits.
COST ACCOUNTING PERIOD END VALIDATION ERROR INTERFACE TRANSACTIONS REPORT
New report based on the Cost Accounting Period Close Real Time subject area that provides the information for the interfaced transactions that are associated with the validation errors for the Pending Preprocessing error.
The following screen capture illustrates the feature and its benefits.
RECEIPT ACOUNTING PERIOD END VALIDATION SUMMARY REPORT
New report based on the Receipt Accounting Period Close Real Time subject area that provides the summary level period end validation information for business units in Receipt Accounting. There is no need to run any validation process to generate this report.
The following screen capture illustrates the feature and its benefits.
RECEIPT ACCOUNTING PERIOD END VALIDATION ERROR TRANSACTIONS REPORT
New report based on the Receipt Accounting Period Close Real Time subject area that provides the transaction information associated with the validation errors.
The following screen capture illustrates the feature and its benefits.
WORK ORDER JOB SUMMARY REPORT
New report based on the Work Order Costs Real Time subject area that provides the Work Order summary information which, in addition to Work Order information, also includes Work Order aging, Component Costs, Resource Costs, Output Costs and WIP Balance information. The report information is available after the work order has been processed by the Cost Accounting cost processor.
The following screen capture illustrates the feature and its benefits.
WORK ORDER VARIANCE DETAILS REPORT
New report based on the Work Order Costs Real Time subject area that provides the Work Order variance details. The report information is available after the work order has been closed and processed by the Cost Accounting cost processor.
The following screen capture illustrates the feature and its benefits.
ITEM COST DETAILS REPORT
New report based on the Item Cost Real Time subject area that displays the Standard Cost of an Item for a given date. The Cost is displayed at the Cost Element and Expense Pool level and the cost can be a published or an unpublished cost.
The following screen capture illustrates the feature and its benefits.
ITEM COST DETAILS (ONHAND IMPACT) REPORT
New report based on the Item Cost Real Time subject area that displays the Standard Cost of an Item for a given date and Inventory valuation impact on the current Onhand Inventory. The Cost is displayed at the Cost Element and Expense Pool level and the cost can be a published or an unpublished cost.
The following screen capture illustrates the feature and its benefits.
ITEM COST DETAILS (ESTIMATED PPV IMPACT) REPORT
New report based on the Item Cost Real Time subject area that displays the Standard Cost of an Item for a given date. In addition, it shows the inventory valuation and estimated PPV impact based on all open purchase orders. The cost does not display the cost element and expense pool information because the total item cost is used for the PPV impact calculation. The cost can be a published or an unpublished cost.
The following screen capture illustrates the feature and its benefits.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Creating and Administering Analytics and Reports for SCM guide, available on the Oracle Help Center
Role Information
- Privilege Name and Code:
- Cost Accountant
Integrate and Extend Cost Management Using REST Services
Manage Perpetual Average Item Cost Adjustments Using a REST Web Service
You can now manage cost adjustments for items that use the perpetual average cost method by calling a REST web service. You can automate your periodic cost adjustments for charges that have not been fully absorbed in your expense pools using this REST web service. This capability is useful to mass adjust costs for multiple items when required, such as automating your periodic cost adjustments for charges that have not been fully absorbed in your expense pools.
Use the Manage Perpetual Average Item Costs REST web service to:
- Create the cost of inventory items which are costed using the perpetual average cost method.
- Update the cost of inventory items which are costed using the perpetual average cost method.
- Use in conjunction with the Review Cost Adjustments REST web service to review and adjust item costs.
Steps to Enable
If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST API for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Cost Adjustments by Web Service (CST_MANAGE_COSTADJ_WEB_SERVICE)
Review Perpetual Average Item Costs Using a REST Web Service
You can now review the costs for items that use the perpetual average cost method using a REST web service. You can use this REST service to build your own reports to monitor and track costs for multiple items in your organization. You can also use this REST web service in conjunction with the Manage Cost Adjustments REST web service to review and adjust item costs.
Use this REST service to do the following:
- Review the perpetual average cost of an item in a cost organization and cost book, effective on a particular date.
- Review the perpetual average cost of all items in a cost organization and cost book, effective on a particular date.
- Review the latest perpetual average cost of an item in a cost organization and cost book that is eligible for cost adjustment.
This service allows you to monitor your costs regularly, giving you the capability to make prompt cost corrections based on your business needs.
Steps to Enable
If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST API for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Item Costs by Web Service (CST_VIEW_ITEM_COSTS_WEB_SERVICE)
Add Purchase Order Schedules to a Landed Cost Trade Operation Using a REST Web Service
Cost Management provides a web service to manage associating purchase order schedules with a landed cost trade operation for estimating landed costs. This capability is useful when you require mass association of purchase order schedules to your trade operation charge lines, or want to update charge allocation rates for a large number of previously associated schedules. You can, for example, provide allocation rates directly on the individual purchase order schedule when the charge allocation basis is variable.
Use the Landed Cost Trade Operations REST web service to:
- Retrieve the list of purchase order schedules based on a shipment number.
- Retrieve details of trade operations associated with a purchase order schedule.
- Retrieve details of trade operations and trade operation charge lines.
- Retrieve details of purchase order schedules associated with a trade operation charge line.
- Create, update, and delete purchase order schedule trade operation associations.
Steps to Enable
If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Purchase Orders for Landed Costs by Web Service (CML_REVIEW_POSCHED_WEB_SERVICE)
- Manage Trade Operations by Web Service (CML_MANAGE_TRADEOPS_WEB_SERVICE)
Capture Freight Fiscal Document for an Outbound Shipment
Capture and validate a fiscal document for payment of freight charges billed by the freight carrier for delivery of goods in case of an outbound shipment. Use the following fiscal flows to capture different freight fiscal documents:
- Freight Internal Transfer: To capture fiscal documents for freight services provided by a service provider towards freight incurred for internal transfer of goods between organizations.
- Freight from Customer to Seller Return: To capture fiscal documents for freight services provided by a service provider towards freight incurred for returning the shipped goods from the customer.
- Freight from Customer to Supplier Return: To capture fiscal documents for freight services provided by a service provider towards freight incurred for returning shipped goods from the customer to the supplier.
- Freight from Seller to Customer: To capture fiscal documents for freight services provided by a service provider towards freight incurred for shipping goods to the customer.
- Freight from Supplier to Customer: To capture fiscal documents for freight services provided by a service provider towards freight incurred for shipping goods from the supplier to the customer.
Complementary Fiscal Document might exist as part of these processes. Fiscal Document capture allows you to receive and validate such document for complementing price or tax. After validation, the freight fiscal document is interfaced as an Oracle Payables invoice.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for these fiscal flows. The following screenshot shows the new fiscal flows on the Manage Fiscal Flows page.
Manage Fiscal Flows
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Support Recovery of Taxes Reported in Freight Fiscal Documents
Inbound freight fiscal document flow now supports tax recovery on freight, based on the recovery percentage associated with the purchased item to which the freight charge belongs. With this update, you can track the recoverable taxes in a freight fiscal document to the associated item lines by cross-referencing the item lines to which freight amount is allocated.
The following screen capture illustrates the feature and its benefits.
Inbound Freight Recovery
Steps to Enable
No steps are required to enable this feature.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document for Internal Material Transfers with Taxes Within the Same Business Unit
With this update, the Internal Transfer fiscal flow supports calculation and accounting of taxes on transfers.
For the outbound leg of Internal Transfer, Taxes on shipment are shown as cost elements. These taxes are auto generated at the granular level of Tax Code on the shipping transaction, accounted in the cost accounting, and added to the intraorganization receivables amount in the shipping organization.
For the inbound fiscal document of an internal transfer, on successful validation of the business transaction, a receipt is automatically created in the Receiving work area. The receipt value of the goods with taxes from fiscal document is used for costing and accounting in the Cost Management application.
Steps to Enable
No steps are required to enable this feature.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document for Consigned Inventory Receipt
Capture and validate a fiscal document for goods delivered by a supplier on a consignment basis using the new Consignment Remittance fiscal flow. When the fiscal document is validated, the goods are received and delivered to inventory as consigned inventory.
The consigned receipt and delivery transactions are costed and accounted using consignment accounts that are excluded from the company’s financial reporting. Fiscal document details are not transferred to Payables, as the consigned items are owned by the supplier until they are issued from inventory at the point of consumption.
You can create complementary fiscal documents for these processes to complement quantity.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for the Consigned fiscal flow.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document Received from a Contract Manufacturer
Capture and validate a fiscal document for service charges charged by a contract manufacturer using the new Acquisition of Contract Services fiscal flow. You can capture the cost of the service from the contract manufacturing supplier and validate the same.
After validation, the service cost is accounted in Cost Management against the work order pertaining to the manufactured item, and the fiscal document information is transferred to Oracle Payables as an invoice.
You can create complementary fiscal documents to complement price or tax.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for the Acquisition of Contract Services fiscal flow.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document Received from a Subcontactor in an Outside Processing Manufacturing Operation
Capture and validate a fiscal document for one or more services performed by an outside processing vendor using the new Acquisition of OSP Services fiscal flow.
You can capture fiscal document issued by the subcontractor prior to receiving the purchased service for a manufacturing work order. After validation, the outside processing service item is received into a manufacturing work order, accounted, and the fiscal document is interfaced as an Oracle Payables invoice.
You can create complementary fiscal documents to complement price, quantity, or tax.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for the Acquisition of OSP Services fiscal flow.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document for an Import Process
Capture and validate fiscal documents for goods purchased from an international supplier for an amount denominated in any foreign currency using the new Purchased Material Import fiscal flow.
When a customs broker or another party issues an import fiscal document for an international purchase, the purchase amount and taxes are denominated in Brazilian Reals. When the items are delivered, the fiscal document amount in Brazilian Reals is compared to the purchase order amount in the foreign currency. To perform this comparison, the foreign currency amount is converted to Brazilian Real using the foreign currency conversion rate used by the fiscal document issuer. The fiscal document information is not sent to Payables as purchase invoicing is done directly in the Payables application based on the commercial invoice in foreign currency.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for the Purchased Material Import fiscal flow.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document for Consumption of Consigned Inventory
Capture and validate a fiscal document issued by supplier on consumption of goods previously received on consignment using the new Consignment Sales fiscal flow.
Buyer generates a Consigned Symbolic Remittance fiscal document, which matches the consumption advice. Buyer then sends it to the Supplier informing about the ownership change. Accordingly, Supplier generates a Sales Fiscal document referring earlier fiscal documents and sends to Buyer. This Sales fiscal document includes purchase price as per the Consigned Remittance fiscal document in addition to the applicable Brazilian taxes proportionate to owned quantity. After validating the item costs and taxes, the information from the fiscal document along with the amount is transferred to Oracle Payables as an invoice.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for the Consignment Sales fiscal flow.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Capture Fiscal Document Received from a Supplier for a Drop Shipment Transaction
When a supplier ships goods to the seller’s customer (drop shipment), the supplier generates the fiscal document that must accompany the transported goods. In addition, the supplier issues a fiscal document to the seller to reflect the sale and purchase of the items between the supplier and the seller. Oracle Fiscal Document Capture Cloud already supports fiscal compliance for the buyer. With this update, the seller can capture and validate the supplier-issued fiscal document to reflect the purchase of goods from the supplier using the new Drop Ship Seller fiscal flow.
A Drop Ship Seller Fiscal Document typically contains the material and tax details of the trade transaction representing the sale value of the goods sent by supplier against the drop ship PO.
Upon validation, this fiscal document is used to:
- Update fiscal references on the drop ship receipt in Fusion Receiving
- Create a payables invoice in Fusion Payables
- Report for applicable recoverable taxes in Fusion Tax
- Cost the drop ship receipt value of the goods in Oracle Fusion Cost Management
You can create complementary fiscal documents to complement price or tax.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the Fiscal Document Capture work area, navigate to the Manage Fiscal Flows page, and select the Active check box for the Drop Ship Seller fiscal flow.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Cost Management
Role Information
- Fiscal Document Specialist Job Role
Supply Chain Financial Orchestration
Use Intercompany Transfer Pricing Business Event to Know the Transfer Price During External Applications Integration
With this update, you can now subscribe to the Transfer Pricing business event generated by Supply Chain Financial Orchestration. Prior to this update, the Financial Orchestration Transfer Prices REST service was used by applications like Oracle Global Trade Management to print import or export documentation based on who owns the goods at the time of customs clearance.
There could be a time difference between the actual shipment transaction and when the transfer price is available. Now with the Transfer Pricing business event, external applications that subscribe to this event will know when the transfer price is available within Supply Chain Financial Orchestration.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle ERP Cloud Adopter Capabilities and Supported Business Events in the Using the Oracle ERP Cloud Adapter with Oracle Integration Cloud documentation available on the Oracle Help Center.
Role Information
- Job Role Name and Code:
- Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER)
Simplified Accounting for Supplier Drop Shipment Without Intercompany
Process a simple supplier drop ship transaction without triggering accounting events for trade receipt accrual and trade in transit receipt, provided that the transaction does not have an associated intercompany flow.
When you process a supplier drop shipment flow, Oracle Supply Chain Financial Orchestration interfaces events for the trade receipt accrual, trade in transit receipt, and trade sales issue to trigger accounting entries in Cost Management. Cost Management then processes these events in addition to the drop ship receipt and delivery transactions. With this update, when you process a simple drop shipment transaction without an intercompany flow, Supply Chain Financial Orchestration does not send accounting events to Cost Management for trade receipt accrual and trade in transit receipt.
The following screen capture illustrates the feature and its benefits.
Financial Orchestration Tasks for a Drop Shipment Flow Within a Business Unit.
The accounting for drop ship receipts for drop ship transactions within a business unit are now simplified and accounted through drop ship receipt and drop ship delivery transactions only. The accrual account will now be credited when accounting the drop ship receipt transaction instead of the receipt accrual transaction.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Manage Drop Shipments in Oracle SCM Cloud Using Receiving documentation available on the Oracle Help Center.
Role Information
- Job Role Name and Code:
- Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER)
Supply Chain Management Common Components
Manage Units of Measure Using an Enhanced REST Service
Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.
Use the unitsOfMeasure REST service to do the following:
- Create a unit of measure with a standard conversion to the base unit of its assigned class
- Create intraclass conversions for a designated item which supersedes the standard conversion factor.
Steps to Enable
Review the changes to the unitsOfMeasure service, and update your REST client as desired.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Units Of Measure by Web Service (RCS_MANAGE_UNITS_OF_MEASURE_WEB_SERVICE_PRIV)
- View Units Of Measure List of Values by Web Service (RCS_VIEW_UNITS_OF_MEASURE_LOV_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST_JOB)
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Manage Unit of Measure Classes Using a REST Service
Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.
Use the unitOfMeasureClasses REST service to do the following:
- Create a unit of measure class
- Create interclass conversions for a designated item which defines how to convert quantities between two classes
Steps to Enable
If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Units Of Measure by Web Service (RCS_MANAGE_UNITS_OF_MEASURE_WEB_SERVICE_PRIV)
- View Units Of Measure List of Values by Web Service (RCS_VIEW_UNITS_OF_MEASURE_LOV_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST_JOB)
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Feature | Notes |
---|---|---|
20 APR 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security and New Features
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed.
Customers Upgrading from Release 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.
Give Us Feedback
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Go to Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
Use Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System
Keep track of your external warehouse or third-party logistics processing at a glance. When you integrate Inventory Management Cloud with a Warehouse Management System (WMS), Third-Party Logistics Provider (3PL), or contract manufacturer, use the provided infolets to view at a glance any pending or erroneous transactions that need to be processed or corrected and reprocessed.
You can integrate Oracle Inventory Management Cloud with a WMS, 3PL, or contract manufacturer. On the Inventory organization definition, set the integrated external system type to indicate the integration. When there is no WMS, 3PL, or contract manufacturer integration, you can still use the infolets if you have other integrations. Transactions such as receipt advices and miscellaneous inventory transactions can be viewed in the infolets.
The following infolets are available on the Inventory Management landing page:
- Shipments and Receipts
- Inventory Transactions
- Inventory Balances
The organization from which you view data in these infolets depends on the organization you select on the landing page. The default value is “All”, but you can select a specific organization from a list of organizations available to you. This list of values and the organizations that appear with the “All” option are based on your user security and role.
If there are no pending, unprocessed, or error transactions, the infolets show “No data available.”
SHIPMENTS AND RECEIPTS
The Shipments and Receipts infolet displays counts of the following transactions that are either pending, ready to be processed, or processed but in error:
- Receipt Advice: Sent from Inventory Management to WMS, 3PL, or contract manufacturer
- Receipt Confirmation: Sent from WMS, 3PL, or contract manufacturer to Inventory Management
- Shipping Request: Sent from Inventory Management to WMS, 3PL, or contract manufacturer
- Shipment Confirmation: Sent from WMS, 3PL, or contract manufacturer to Inventory Management
INVENTORY TRANSACTIONS
The Inventory Transactions infolet displays a count of the following inventory transactions that have not yet been processed or are in error:
- Miscellaneous issues
- Miscellaneous receipts
- Account alias issues
- Subinventory transfers
- Inter-organization transfers
- Cycle count adjustments
- User-defined transaction types
- Invalid: For example, records without organization ID or transaction type ID defined.
- Other: When there are other user-defined types that make the total number of transaction types greater than nine, all the remaining transactions are counted in this category.
INVENTORY BALANCES
The Inventory Balances infolet displays the summary count of inventory reconciliation transactions that have not been processed or are in error. This is especially important to keep inventory balances accurate between your Inventory Management and the external systems.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System are hidden by default in Inventory Management landing page. They can be accessed by using the My Infolets icon.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
View Multiple Units of Measure in Inquiries and Transactions
In most industries, it is common to order, fulfill, stock, and replenish items in different units of measure. In Oracle Inventory Management Cloud, you can transact in different units of measure, but the transaction always converts to the primary unit of measure that you define for the item.
However, in some industries like healthcare, it is important to be able to view a transaction quantity in other units of measure that you have defined for an item, including the primary unit of measure. Especially in cases when you request to replenish supply based on a particular count, you would want to ensure that the additional supply is in the correct unit of measure to avoid inaccurate ordering.
You can define non-standard units of measure with conversion rates, including conversion rates across unit classes. For example, you can convert a quantity to a weight unit of measure. When you define a non-standard unit of measure such as “small box”, you also define the conversion to the primary unit of measure for the item. For example, one small box of items converts to 16 each of the item. Or, you define one large box of an item converts to 25 pounds. If you define such units of measure and conversions, you can view the transaction quantity converted to these alternate, non-standard units of measure.
The transaction quantity is converted and displayed with the non-standard units of measure defined for the item. Select the UOM Conversions button on any of the following pages to view the converted transaction quantity:
- Receive Expected Shipments
- Put Away
- Transfer Orders
- Subinventory Transfers
- Inter Organization Transfers
- Confirm Pick Slips
- Returns
- Cycle Count pages (record count sequences)
- Physical Count pages (record physical inventory tags)
- Miscellaneous Transactions
- Manage Movement Requests
- Manage Shipment Lines
- Manage Item Quantities
When you view the UOM Conversions, you see the following values:
- Item number
- Item description
- Transaction quantity
- Transaction UOM
- A list of non-standard units of measure with the quantity converted to the transaction quantity
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
The UOM Conversions column is hidden by default and can be accessed using the Add Fields button.
Click on the Convert icon to display the UOM conversions.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Forward Inbound Advance Shipment Notifications to External Execution Systems
Your suppliers may send you an advance shipment notice (ASN) for items they ship to you. Suppliers send ASNs to customers to provide information about deliveries, similar to what you see on the packing list that comes with the shipment. An ASN lists the contents of a shipment along with order information, item information, and other physical characteristics of the items. It also includes information about the carrier, the item packing configuration, packaging material, how the items are packed in containers and the configurations of those containers, and other characteristics about the shipment.
The ability to plan your receiving activities helps reduce cost by avoiding time to open containers and break down pallets, improves accuracy of your receipts, and provides flexibility to manage space in your receiving area. For example, you may receive a large container or pallet of items from your supplier. The ASN gives you information about the contents of the shipment, and you can prepare your receiving operations as needed.
When you integrate Oracle Inventory Management Cloud with a warehouse management system (WMS), third-party logistics provider (3PL), or contract manufacturer, they have the same need to be informed in advance of shipments coming from suppliers.
The following information has been added to the response for the Inbound Shipment Details web service to improve ASN processing with your WMS, 3PL, or contract manufacturer, which enables you to automatically forward the ASNs you receive to your WMS, 3PL, or contract manufacturer:
- Purchase order number
- Purchase order line
- Purchase order schedule
The license plate number (LPN) packing hierarchy is added to the response for the Inbound Shipment Details web service to provide LPN hierarchy details.
You can also cancel an ASN using the ASN cancellation event and Oracle Integration Cloud Service (ICS) to cancel at either the header level or each ASN line. Use the Inbound Shipment Details web service to cancel the entire ASN or to cancel one or more lines.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Capture Multiple Serial Numbers Quickly and Easily on Inventory Transactions
Swift and accurate serial number capture in receiving, inventory, and shipping is critical to your operation. When you need to capture several serial numbers, you would want a quick and easy user experience. The Record Serial Numbers page has been redesigned for easier serial number capture in a variety of scenarios. In Oracle Inventory Management Cloud, you can capture serial numbers in the following transactions:
- Receive Expected Shipments
- Put Away Receipts
- Return Receipts
- Confirm Pick Slip
- Create Miscellaneous Transaction
- Subinventory Transfer
- Manage Reservations and Picks
- Manage Shipments
- Manage Shipment Lines
As in prior releases, you can still transact with serialized items in any of these Inventory Management pages using the Record Serial Numbers page to:
- Enter or scan a single serial number.
- Generate a range of serial numbers by entering or scanning a starting serial and an ending serial number.
To improve data entry efficiency, you can:
- Select one or more serial numbers from a list of existing serial numbers.
You can easily identify and search for the serial numbers for any transaction and identify multiple serial numbers that are not in a range. You can search for serial numbers in the Record Serial Numbers page with the following criteria:
- Serial number search is case-insensitive.
- When searching for serial numbers, only serials numbers with a material status allowed for the current transaction type are listed.
- You can sort the columns of the serial number entry table on the page.
Steps to Enable
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Use Descriptive Flexfields with Transfer Orders
Use descriptive flexfields on the Oracle Inventory Management Cloud transfer order to extend your business functionality. Enter and track additional information needed by your business in the flexfields and show them on Inventory Management pages.
On the Manage Transfer Order page, you can edit descriptive flexfields for the following:
- Transfer order header
- Transfer order line
- Transfer order account distribution
In addition, you can use the transfer order web service to get the transfer order details, including the descriptive flexfields. This is especially useful to extend your integration to your warehouse management system or third-party logistics provider on the outbound shipping request and receipt advice.
Steps to Enable
Descriptive flexfields on transfer orders must be defined using the Manage Inventory Descriptive Flexfields task before they are available in the Manage Transfer Order task.
The setup task named Manage Inventory Descriptive Flexfields is available in the Setup and Maintenance work area. The task is included in the Inventory Management functional area of the Manufacturing and Supply Chain Materials Management offering.
To setup the descriptive flexfields at the transfer order header, line, or distribution levels, search on Transfer Orders in the search field. Then edit the header, line or distribution levels and add the descriptive flexfields needed for the desired configurations.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Use Time Zone Processing Improvements
Business processing happens worldwide, twenty-four hours a day, seven days a week. Oracle Inventory Management Cloud honors the user’s time zone preference in all Inventory Management pages. When you perform receipts, shipments, and miscellaneous inventory transactions, the application records the transactions with the date in your time zone. The application improves the processing to consistently update and display the transaction dates and times in a user's time zone.
When you use any of the following areas of Inventory Management, you view and transact in your user time zone:
- Picks infolet
- Manage Movement Requests page
- Confirm Pick Slips page
The time component of the date fields has been added to the following pages so that you can override them when searching for and entering data. The default date and time are taken to be that of the user's time zone:
- Manage Movement Request; required date
- Confirm Pick Slip; due date
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide available on the Oracle Help Center.
Perform a Quick Shipment by Skipping Pick Release and Pick Confirmation
As the need for faster turnaround in fulfillment increases, you need more ways to make your warehouse operations more efficient. Take advantage of the quick shipment for faster, easier fulfillment and shipment processing. Some businesses don’t require a full suite of warehouse transactions to fulfill orders. You may want to streamline the application activities to avoid the overhead of performing several tasks that only serve to enter data into the system. Consider quick shipment, if you have:
- Simple, small warehouse processing
- The same person performing multiple warehouse fulfillment activities
- No need to identify serial numbers and lots until shipment confirmation
When you perform a quick shipment, you will:
- Bypass reservations, picking and pick confirmation steps
- Go right to entering a shipment
- Choose the material to ship and manually enter the detail
- Enter serial numbers and lots only at shipment confirmation, regardless of the item serial and lot control settings
When you use quick ship versus doing a pick wave with full automation, you will have the following benefits:
- Choice of material and the serial numbers you ship (as opposed to system assignment)
- Streamlined page navigation
- No setup required for picking rules and assignments
- No setup required for pick wave release rules and release sequence rules
- No reservations required to ship the material you select
- No pick release and pick confirm required
With minimal setup, you can perform quick shipment transactions using the Manage Shipments pages. If you are a shipping agent or warehouse manager you can use quick ship without adding any additional privileges.
SETUP
To start performing quick shipments, first perform the steps in the Steps to Enable section.
SHIP LINES IN MANAGE SHIPMENT LINES
After performing the setup, use the Manage Shipment page to perform a quick ship:
- Go to Manage Shipment Lines
- Select shipment lines that have the following statuses:
- Fulfillment status: Ready to Release or Backorder status
- Transportation planning status: Not Applicable or Planned
- Enter values for:
- Item, unit of measure, and quantity
- The subinventory and locator values default from Manage Shipping Parameters, but you can change them.
- Serial numbers and lots.
- Enter serial numbers using the record serial numbers action.
- When you save the shipment lines with all the required information:
- The Quick Ship status is set on each line, and the shipment lines are no longer available for pick release and no longer available to be sent to your warehouse management system, third-party logistics provider, or contract manufacturer.
- The material details you enter are used to override existing material reservations and create new reservations.
- If you make a mistake, you can select the action Reset Quick Ship Status and apply it to one or more lines. The Quick Ship status is reset, and you can enter the material shipment detail again, or you can interface them to warehouse management system, third-party logistics provider, or contract manufacturer.
- After entering the required material details for the quick shipment, you can view the lines that are marked with the status Quick Ship, and you can select either of the following actions:
- Stage Lines: Stage lines in a staging subinventory for packing, compliance screening, or carrier manifesting before you ship confirm.
- Ship Confirm: Ship the lines. Shipment lines are automatically created, packed, and the shipment is closed.
You can close the shipment manually or by using the Enterprise Scheduler Service job if it is not closed automatically.
Steps to Enable
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
To start performing quick shipments, enable the feature for quick ship at the organization level using the Manage Shipping Parameters task.
- Select the Enable Quick Ship flag
- Assign default values to be used when there are no detailed reservations and no item-specific shipping transaction default values:
- Subinventory for Quick Ship
- Locator for Quick Ship
Manage Shipping Parameters
Tips And Considerations
- Does not require the setup of picking rules, picking rule assignments, pick wave release rules, release sequence rules, and pick slip grouping rules.
- Does not require any upfront reservations to ship the material of user’s choice.
- When shipped in a single step, the material issues happen directly from the inventory subinventor.
- Backordering a line would clear the inventory details and resets the quick ship status.
- When shipped or staged partially the remaining quantity is split into a new line in the same status as the current line which is either in ready to release or backordered status.
- When staged, the application moves the quantity from inventory subinventory to staging subinventory.
- Lines ready to be quick shipped are not available to be pick released or to be sent to external systems like WMS, 3PL, etc.
- The pick release process ignores the partially entered inventory details on the shipment lines.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Set the Default Restock Parameter to View the Min-Max Planning Report
You can use min-max planning parameters to set minimum stocking levels for your items. By default, the Restock parameter is set to No, which enables you to review supply requests for inventory items when you run the Print Min-Max Planning Report. When you set the Restock parameter to Yes, the Print Min-Max Planning Report generates the supply requests to replenish your inventory to desired levels.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
View and Search for Items Using Cross-Referenced Identifiers
Items defined in an inventory management applications are often known by identifiers. Global Trade Item Numbers (GTINs) are industry-wide unique identifiers. GTINs are widely used in business to avoid duplicate and confusing item identifiers and to eliminate errors when conducting business. This is especially important in industries like the healthcare industry.
Items are also often referenced by their Universal Product Number. You may also need to refer to items by the supplier item, manufacturer item ID, or legacy part number. All these require the ability to define cross-reference values to refer to the same item.
You can define the cross-reference values in Oracle Product Information Management. After that, Oracle Inventory Management Cloud enables you to search for data and enter transactions by any of the cross-reference item identifiers. Oracle Inventory Management Cloud, Oracle Receiving Cloud, and Oracle Shipping Cloud make it easier to search for transactions by any defined item cross-reference identifier.
Whether you search by item number for receipts, transfers, or shipments, or whether you create new transactions in Inventory Management, your search experience becomes enhanced in the following ways:
- Minimal clicks are required to get search results.
- Searching for a transaction by item number or by entering an item number on a new transaction line is possible.
- Oracle’s common Product Information Management search technology is leveraged.
- Searching by the item master identifier or by any defined cross-referenced identifier is possible.
ITEM SEARCH WITH INVENTORY MANAGEMENT TRANSACTIONS
In Inventory Management, Receiving, and Shipping if the page has an item number search field, you can also search with the following:
- Item keyword: Enter any defined cross-reference identifier such as GTIN or supplier item number.
- Conditional operators: Use conditional operators such as ‘starts with’, ‘equal to’, or ‘contains’ with the item number and item description fields for greater search flexibility and control.
ITEM LIST OF VALUES SEARCH
You can also search for items when entering transaction data in Inventory Management using the item list of values on the item field in the transaction data. All Inventory Management, Receiving, and Shipping pages that use the item list of values are consistent using the same common item search dialog box, and you get the same user experience in the item list of values search dialog box as you do from the search areas on the Inventory Management, Receiving, and Shipping pages.
On all the transaction item field, you see the advanced search features right away, and you can search with:
- Conditional operators such as ‘starts with’, ‘equal to’, and ‘contains’ with the item number field and the item description field.
- Any defined item cross-reference identifier value in the item keyword field.
Steps to Enable
Item attributes for Item Keyword search can be set up using the task Manage Item Keyword Search Attributes.
Navigation: Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Items > Manage Item Keyword Search Attributes
Manage Item Keyword Search Attributes
Tips And Considerations
Item relationships like Global Trade Item Number (GTIN), trading partner items, related items, etc., must be set up using item keywords before you query items on Inventory Management pages.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Indicate Type of External System Controlling Your Inventory Organization
There are a number of business scenarios when you require the enhanced functionality of a warehouse management system (WMS), must outsource warehouse execution to a third party logistics provider (3PL), or have a need to perform warehouse execution in another in-house system (also known as a coexistence scenario). Oracle Inventory Management Cloud supports these capabilities by providing integration points in the form of web-services. In these cases, Inventory Management transforms from the system of execution to a hub that interacts with the execution system. When acting as a hub, Inventory Management continues to provide you with visibility of on-hand availability, fulfillment and receiving transaction statuses, full costing capabilities and continues to update sales orders, purchase orders, etc. as would happen if the execution was happening from Inventory Management.
For a particular inventory organization, you can now indicate that another system is managing the warehouse execution. Use the Integrated System Type attribute by selecting one of the following values:
- Warehouse Management System (WMS)
- Third-Party Logistics (3PL)
- Coexistence Integration
In this update, the Integrated System Type is for reporting purposes only and does not control or restrict any functionality. Planned for upcoming releases, this attribute will control certain behaviors within Oracle Inventory Management Cloud.
In general, when another system is managing the inventory or warehouse execution, Inventory Management interacts with the execution system in the following ways:
- The detailed inventory on-hand balance information such as shelf or bin location is managed in the execution system. Inventory Management on-hand balances are managed at a material availability summary level.
- Inventory Management sends a receipt advice for expected receipts of purchase orders, transfer orders or customer returns to the execution system to prepare to receive goods. Goods receipts are transacted to the execution system, and the execution system sends receipt confirmations back to Inventory Management to record item receipts and update organization-item level on-hand balances as well as the source documents. Receipt confirmations can be sent from the execution system at the time of receipt or at the time of put-away.
- Fulfillment requests from Oracle Order Management Cloud (sales orders) and Inventory (transfer orders), as well as other sources, are sent to the execution system as shipping requests. The execution system uses these transactions to fulfill (wave, pick, pack, load, ship) the goods.
- Shipments are transacted in the execution system, and the execution system sends shipment confirmations back to Inventory Management to manage the fulfillment request and shipping confirmation transactions and to update organization-item on-hand balances.
- Integration to Oracle Transportation Management is done through integrations between the execution system and Oracle Transportation Management.
Steps to Enable
- In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering.
- On the Setup page, select the Facilities functional area, and then click the Manage Inventory Organizations task.
- On the Manage Inventory Organizations page, search for and select the organization you want to edit, and then click the Manage Organization Parameters button.
- On the Edit Inventory Organization page, the Integrated System Type list of values can be found under the Additional Usages region. Select the value desired and Save and Close the organization with your updated setting.
- Repeat for each organization as appropriate.
Key Resources
-
Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Inventory Organization (INV_MANAGE_INVENTORY_ORGANIZATION)
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Integrate and Extend Inventory Management Using REST Services
View Inventory Transfer Orders Using a REST Service
Use a REST service to get transfer order details. The REST service provides read-only capability with access to the following transfer order information:
- Transfer order header
- Transfer order lines
- Transfer order distribution lines
Steps to Enable
No steps are required to enable this feature.
Key Resources
Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Manage Workday Patterns Using a REST Service
Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.
Use the Workday Patterns REST service to do the following:
- Create a time, duration, or elapsed workday pattern.
- Assign shifts to the workday pattern to represent working and nonworking time.
- Get the shift details when you need the details of a schedule that uses the shift in a workday pattern.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Workday Patterns (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV
- Create and Update Workday Patterns (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Manage Shifts Using a REST Service
Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.
Use the Shifts REST service to do the following:
- Create a time, duration, or elapsed shift.
- Create or update details for time shifts modeling flexible or punch clock based working time.
- Get shift details when you need the details of a schedule that uses the shift in a workday pattern.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Shifts (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV)
- Create and Update Shifts (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Manage Schedule Exceptions Using a REST Service
Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.
Use the Schedule Exceptions REST service to do the following:
- Create a schedule exception to model additional working or nonworking time. A schedule exception may be assigned to any number of schedules.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Schedule Exceptions (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV)
- Create and Update Schedule Exceptions (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Manage Schedules Using a REST Service
Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes.
Use the Schedules REST service to do the following:
- Create a time, duration, or elapsed schedule.
- Assign workday patterns to the schedule to represent working and nonworking time for a defined period of time.
- Assign schedule exceptions to the schedule to add additional working and nonworking time which supersedes the workday pattern.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Schedules (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV)
- Create and Update Schedules (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)
- Job Role Name and Code:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Supply Chain Financial Orchestration
Analyze Global Supply Chain Financial Orchestration Using OTBI
Analyze global supply chain financial orchestration using Oracle Transactional Business Intelligence (OTBI). You can now create operational reports, combining details of physical and the financial transactions that are generated from a supply chain execution event, such as parties involved, source document type, source document number, source document price, intercompany invoice number, intercompany price, and costs.
You can build modified analysis and reports for operational reporting using the new subject area Supply Chain Financial Orchestration Real Time. This subject area includes Event, Task, Business Unit, and Time. You can build various reports for your auditing needs such as financial flow details that are generated for a physical Supply Chain Execution event, Tax details for the intercompany receivables and intercompany payables that are generated as part of the financial orchestration, or cost-accounting distributions for trade transactions that are part of the financial flow.
All the details of the intercompany invoices and the cost distributions created for the financial orchestration are available for you to include in the report. In addition, you can also include sales order and purchase order details such as order number, order type, order currency, business unit, receiving, or shipping organization, supplier or customer number, and site.
Earlier, there was no support for performing operational reporting and dynamic analysis that would give Global Trade Managers visibility into the details of both the physical transaction and all the financial transactions that are generated for any shipment or receipt. This means that Global Trade Managers were not able to audit the accuracy of their transfer pricing and other financial flow setups without a lot of navigation through online UIs.
You can now create your own reports, without IT involvement, using the various dimensions of the Supply Chain Financial Orchestration Real Time subject area. These reports provide a quick and more complete information to achieve insights into global transfer pricing compliance.
The following figure shows a screen shot of the Supply Chain Financial Orchestration Real Time subject area.
Supply Chain Financial Orchestration Real Time Subject Area
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
- Oracle Supply Chain Management Cloud: Using Supply Chain Financial Orchestration Guide, available on the Oracle Help Center.
Role Information
- Job Role Name and Code:
- Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER)
Create and Execute Supply Chain Financial Flows for Non-Shippable Sales Order Lines
Create and execute a supply chain financial flow for non-shippable sales order lines. This type of financial flow allows you to define the fulfillment business unit you want to credit whenever a sale occurs for a non-shippable item. Once a financial flow is defined, execution of the financial flow occurs automatically as soon as the non-shippable order line is closed.
In a global environment, companies may sell software or services (such as installation, service contracts and warranties) out of a local legal entity or business unit, but develop the software or provide the service from a different legal entity and business unit. In these situations, companies need to credit the fulfillment business unit that provides the software or service on behalf of the selling organization once the order is closed. This includes the ability to generate the intercompany financial transaction when there is a physical good and a software or service being provided by different organizations on the same order.
You can now define a new type of supply chain financial flow for non-shippable sales order lines. This financial flow allows you to define the business unit you want to credit whenever a sale occurs for a non-shippable order line in a particular selling business unit. Once a financial flow is defined, the system automatically generates intercompany invoices between the fulfillment business unit defined on the financial route and the selling business unit defined on the sales order.
The following figure shows a supply chain financial orchestration flow for non-shippable sales business process type.
A Financial Orchestration Flow for a Non-Shippable Sale
As with other types of supply chain financial flows, you can add intermediate business units, if desired. For each pair of business unit along the financial route, you determine which documentation and accounting rules and transfer pricing policy you want to use. You can also add qualifiers to your financial route to further define when the flow is to be executed. For example, you can limit the financial flow to order lines for a particular asset, item, item class, sold to party, user item type, and sales order type.
The following figure shows a financial orchestration qualifier for non-shippable sales.
A Financial Orchestration Qualifier for a Non-Shippable Sale
Unlike other supply chain financial flows, there is no cost accounting performed along the financial route, and there is no need to specify a trade organization along your financial route. Instead, you must specify a charge account to use for intercompany invoicing.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
- Oracle Supply Chain Management Cloud: Using Supply Chain Financial Orchestration Guide, available on the Oracle Help Center.
Role Information
- Job Role Name and Code:
- Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER)
Get Financial Orchestration Transfer Prices Using a REST Service
Use a REST API for integrations that enable an application to get the transfer prices for each stage of a financial route during the movement of goods. You can use this service to get information needed to print relevant documents, such as import and export documents for customs clearance.
This REST service facilitates integration that can be invoked by any system to get the parties involved and the calculated transfer prices for all legs along the financial flow on any movement of goods. This can be used by a system, such as GTM, to print import/export documentation based on who owns the goods at the time of customs clearance.
With this update, Oracle Supply Chain Financial Orchestration supports the Financial Orchestration Transfer Prices REST service to facilitate integration that can be called by any external application to get the parties involved and the calculated transfer prices for all legs along the financial flow on any movement of goods. This REST service can be used by an application, such as Oracle Global Trade Management, to print import or export documentation based on who owns the goods at the time of customs clearance.
Companies that ship globally have the need to be able to create customs documentations based on who owns the goods at the time of import or export, and the international commercial terms between the selling party and the buying party. In cases where there is a multi-node financial flow, they need to be able to understand which parties are involved in each sale along the route, and what the price is between the two parties so they can generate the proper customs documentation.
This REST API can be queried using event information such as event type, event number, event identifier, event date or source document information such as source document number, source document line number, source document identifier, or source document line identifier. In addition, you can also query using selling or buying business units or the financial orchestration flow name.
The following figure shows a sample payload for the Financial Orchestration Transfer Prices REST service.
A Sample Payload of the Financial Orchestration Transfer Prices REST Service
Steps to Enable
No steps are required to enable this feature.
Key Resources
Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Get Financial Orchestration Transfer Price by Service (FOS_GET_TRANSFER_PRICE_PRIV)
- Job Role Name and Code:
- Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER)
Create Enhanced Reporting in the Item Cost Subject Area
A new inventory value dimension and a new open purchase order dimension in the Item Cost subject area allows you to create enhanced OTBI reports that include:
- Additional information on on-hand inventory valuation, and
- Estimates of purchase price variances for purchase orders that are not closed
You can also generate reports of items that are not yet published in the standard cost rollup.
The following screen capture illustrates the feature and its benefits.
Item Cost Subject Area
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Item Cost Data (CST_VIEW_ITEM_COST_DATA)
- Job Role Name and Code:
- Cost Accountant (ORA_CST_COST_ACCOUNTANT)
Create Enhanced Reporting in the Cost of Goods Sold and Gross Margin Subject Area
New sales order and customer invoice dimensions in the Cost of Goods Sold and Gross Margin Subject Area allow you to create better gross margin reports. These OTBI reports show profitability across a number of sales order and customer invoice attributes. You can also translate reported costs and margin amounts to constant dollars as well as to United States dollars.
The following screen capture illustrates the feature and its benefits.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View COGS Event Data (CST_VIEW_COGS_EVENT_DATA)
- Job Role Name and Code:
- Cost Accountant (ORA_CST_COST_ACCOUNTANT)
Create Enhanced Reporting in the Cost Accounting Period Close Subject Area
Pending Interface Counts attribute in the Cost Accounting Period Close subject area allows you to create enhanced OTBI reports that show the counts of Inventory, Receivables, Payables or Manufacturing transactions that are not yet interfaced to Costing. You can also create reports that show the dates and times when cost accounting period validations were run in your cost organizations. The Pending Interface Counts attribute replaces the prior Inventory On Hand Mismatch Quantity attribute.
The following screen capture illustrates the feature and its benefits.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- View Cost Period Data (CST_VIEW_COST_PERIOD_DATA)
- Job Role Name and Code:
- Cost Accountant (ORA_CST_COST_ACCOUNTANT)
Perform Multiple Simultaneous Standard Cost Rollups
You can now initiate multiple cost rollup processes simultaneously in your organization. This enables you to calculate the cost estimates for manufactured items faster without any dependencies.
Create multiple cost planning scenarios and enter the purchased material cost estimates. Run cost rollup for these scenarios to calculate the standard cost estimates for manufactured items.
Steps to Enable
No steps are required to enable this feature.
Create Multiple Standard Cost Scenarios with the Same Effective Date
Calculate the standard cost estimates for your organization to calculate the most cost efficient supply chain setup.
You can now create multiple cost planning scenarios, all effective on the same day, and do your what-if analysis using these cost estimates to calculate the standard costs of manufactured items. You can revise your cost estimates and re-run the rollup process until you are satisfied with them. Once you are done with your analysis, you can update the standard costs with your cost estimates by publishing the cost scenario.
You can now also add cost estimates of new items as frequently as your business needs. You can also update the new item costs several times a day. This enables you to accurately monitor your costs.
The following screen capture illustrates the feature and its benefits.
Notice the two cost scenarios in the same cost organization and book used to update the costs of different items, effective on the same day.
Steps to Enable
No steps are required to enable this feature.
Integrate and Extend Cost Management Using REST Services
Retrieve Receipt Transaction Costs Using a REST Service
Oracle Cost Management cloud provides a web service to retrieve item cost details of purchase order and internal receipt transactions. The retrieved receipt transaction cost details can be used in conjunction with cloud or third-party applications to create analytical reports, or as inputs for other REST web services, such as the Cost Adjustments REST service to perform item cost adjustments.
Use the Receipt Costs REST service to do the following:
- Retrieve receipt costs that are eligible for adjustment.
- Retrieve layer costs that are eligible for adjustment.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Cost Adjustments by Web Service (CST_MANAGE_COSTADJ_WEB_SERVICE)
Manage Cost Accounting Overhead Rules Using a REST Service
Create or update Cost Accounting overhead rules in the cloud by calling a REST web service. The accounting overhead rules help you to define business rules for item overheads that use Actual or Average Cost methods. You can specify rule details such as rule name, transaction type, item category, effectivity date, and overhead rate.
Use the Cost Adjustments REST service to create, update, and delete an accounting overhead rule. You can also use this REST service to create, update, or delete rule details such as percentage value and effective dates.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Overhead Rules by Web Service (CST_MANAGE_OVHRULES_WEB_SERVICE)
Create Receipt and Layer Cost Adjustments Using a REST Service
Oracle Cost Management cloud provides a web service to create receipt cost adjustments and cost layer adjustments. This capability is useful when you need to create cost adjustments for a large number of previously received items. You can, for example, adjust the receipt cost of items to factor in the rebated amounts of supplier rebates.
Use the Cost Adjustments REST service to:
- Create, update, void and delete cost adjustment for receipt costs.
- Create, update, void and delete cost adjustment for receipts with zero costs.
- Create, update, void and delete cost adjustment for receipt layer costs.
- Retrieve existing cost adjustments for receipt costs, receipt layer costs and receipt with zero costs.
This REST service can be used in conjunction with other services, such as the Receipt Costs REST service.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Cost Adjustments by Web Service (CST_MANAGE_COSTADJ_WEB_SERVICE)
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Feature | Notes |
---|---|---|
07 SEP 2018 | Use File-Based Data Import for Cost Data | Updated document. Revised steps to enable. |
19 JAN 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security and New Features
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed.
Customers Upgrading from Release 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.
Give Us Feedback
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
Action Required to Enable Feature |
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Feature |
None (Automatically Available) |
Enable via Opt In UI Only |
Enable via Opt In UI Plus Additional Steps |
Not Enabled via Opt In UI but Setup Required |
Issue Service Request |
Create Material Reservations Using the Reservations REST Service |
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Search by Item Catalog Name When Defining Lot and Serial Attributes |
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Create Product Genealogy Analyses and Reports Using Oracle Transactional Business Intelligence |
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View Analytical Reports for Fiscal Document Capture for Brazil |
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Create Material Reservations Using the Reservations REST Service
Having material and goods available when your customers or production floor need them is critical to your business success and key to maintaining production schedules and on-time shipments. Oracle Inventory Management Cloud reserves material for various demand documents, such as sales orders, work orders, and internal material transfers. The reservations can occur at different levels, and you can define the level of detail at which you need to reserve material for each inventory organization.
In Inventory Management, there are two levels of reservations:
- High-level: Creates a material reservation at the inventory organization (warehouse) and item levels. The quantity available for an item in a warehouse is updated (decremented) with a high-level reservation. This reservation for the item prevents other demand documents, such as sales orders, transfer orders, or work orders, from taking the inventory in the warehouse. This reservation guarantees that the quantity of the items you need is available when you ship items to your customer or build products in manufacturing.
-
Detailed: Creates a material reservation at the level of the location; for example, a row, aisle, shelf, or bin, in the warehouse or manufacturing facility. If the material is lot or serial controlled, a detailed reservation includes the specific lot or serial number. The specific material in the location is reserved to a sales order, transfer order, or work order. Other sources of demand are prevented from reserving those items from that location. When you create a detailed reservation, you can define the reservation to your desired level of detail in the following order:
- Organization and Item
- Revision
- Lot
- Subinventory
- Locator
- Serial
Alternatively, you can reserve by item or serial number within your organization.
You can process high-level reservations through internal order management and inventory management processing and Oracle Distributed Order Orchestration Cloud and Oracle Supply Chain Orchestration Cloud. You can also process reservations through batch-file loads and manually create them through the Inventory Management reservations page.
You can create high-level and detailed reservations using:
- Order Management Sales Order (high-level only)
- The Inventory Management Reservations page
- Oracle File-Based Data Import (FBDI)
- Oracle Application Development Framework Desktop Integration
- Inventory Management Reservations web service
With this release, you can use the new REST web service to create both high-level and detailed reservations using Oracle Integration Cloud Service.
You can reserve material using the following demand documents:
- Sales order
- Transfer order
- User-defined demand
- Account (through the Inventory Management Reservations page)
- Account Alias (through the Inventory Management Reservations page)
The sources of supply that can be reserved against your demand are:
- On-hand quantity in your warehouse
- Procurement requisition
- Procurement purchase order
- Transfer order
- Work order
NOTE: Reservations by serial number are made only against on-hand supply.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Use Distribution Advice for Shipping and Receiving
You can improve the efficiency of your warehouse by using distribution advice services.
Your warehouse management or third-party logistics applications may sometimes be unaware that a supply order has been created for a specific sales order that is waiting to be shipped. If the warehouse can identify the association between the sales order and the supply order, the goods can be moved from the receiving area when they arrive and be placed directly in the shipping area. This avoids the inefficiency of moving goods to storage locations and then immediately picking them up from the same locations for shipping. Identifying shipments waiting for goods to be received for such an incoming supply order and holding them in a particular location is called cross-docking.
Oracle Supply Chain Orchestration Cloud sometimes creates a supply order and reserves (or pegs) that supply order for a sales order before the supply is received. This is called a back-to-back sales order. The back-to-back supply order reservation details are passed to the warehouse management or third-party logistics applications with the outbound receipt advice, which determines that the goods should be cross-docked when they are received. Likewise, on the outbound shipment request sent to the warehouse management or third-party logistics applications, the back-to-back sales order carries the same back-to-back reservation details to identify the supply order that supplies the goods for that sales order.
You can also manually reserve supply orders for sales orders from the Manage Reservations and Picks page. Similar to a back-to-back order that is created in Supply Chain Orchestration, you can create a manual back-to-back reservation that can be considered for cross-docking in your warehouse management or third-party logistics applications. The receipt advice and the shipment request include the supply order and sales order references that can be used to cross-dock the goods.
When you use Oracle Inventory Management Cloud with your warehouse management or third-party logistics applications, the distribution advice services feature can make your warehouse operations more efficient by facilitating cross-docking activities.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center.
Use File-Based Data Import for Cost Data
You can use the improved file-based data import for cost data related to inventory transactions. This feature provides important usability enhancements for the file-based data import for cost data related to inventory transactions by:
- Improving error visibility on the View Pending Transactions page
- Providing the ability to validate inventory transaction dates
- Providing a way to set the item cost default on the Create Miscellaneous Transaction page
- Providing the ability to select and use the current item cost on file-based data import spreadsheet
File-Based Data Import Process
Steps to Enable
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
In addition, a new attribute has been introduced that allows users to indicate whether they want to use the current item cost, or enter the item cost by component.
The new required attribute is available on the the following:
- Create Miscellaneous Transaction page
- Inventory Transaction File-Based Data Import template
- Inventory Transaction SOAP service
Before you update to 18B, you must process or delete any pending inventory transactions. If you don't process or delete existing pending inventory transactions, then you must reprocess the transactions with new required attribute.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Import and Export Flexfield Attributes Using Spreadsheets
In the Setup and Maintenance work area, you can use spreadsheets to import and export descriptive flexfield attributes in Oracle Inventory Management Cloud. Flexfield attributes can be used to extend integrations or to enhance reporting and analytics. You can improve the efficiency of your setup and extend delivered functionality by importing and exporting descriptive flexfields in the following areas:
Inventory
- Manage Subinventories and Locators
Transaction parameters
- Manage Account Aliases
- Manage Inventory Transaction Reasons
- Manage Interorganization Parameters
- Manage Intersubinventory Parameters
- Manage Inventory Transaction Sources and Types
Lots and serial numbers
- Manage Lot Expiration Actions
- Manage Lot Grades
Picking, packing, and shipping
- Manage Pick Slip Grouping Rules
- Manage Pick Wave Release Rules
- Manage Default Packing Configurations
- Manage Shipping Cost Types
- Manage Shipping Exceptions
- Manage Shipping Parameters
- Manage Transportation Schedules
Counting and classifications
- Manage ABC Classification Sets
- Manage ABC Assignment Groups
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Purge the Receiving Interface Tables
Oracle Inventory Management Cloud purges receipts that are successfully imported. However, some receipt rows may remain in the interface and grow over time. To maintain the receiving interface, run the Purge Receiving Interface scheduled process, which purges records that are in Error or Error and pending statuses.
To run the Purge Receiving Interface process, select one of the following parameters:
- Purge Data Before: Purges all the records before the date selected.
- Status: The default status is Error, but you can also select and purge records that are in Error and pending status.
You can run the Purge Receiving Interface process only if you have the required security privileges.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code: Purge Receiving Interface Transactions (RCV_PURGE_RECEIVING_INTERFACE_TRANSACTIONS_PRIV)
- Job Role Name and Code: Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB) and Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)
Use the improved cycle count pages to select a larger number of items to count when using ABC assignment groups.
Use the Create Cycle Count pages to:
- Enter details about the areas of your warehouse to count by entering a predefined ABC assignment group.You can also leave the field blank and enter ABC classes and items in step 4.
- Define the schedules, approval requirements, and approval tolerances for the count.
- Define count parameters, accuracy requirements, and other count options.
- Define additional ABC classes and items for the count.
- Review the count details.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Simplify Error Corrections Within Your Third-Party Logistics or Warehouse Management System Integration
When you integrate Oracle Inventory Management Cloud with your third-party logistics or warehouse management applications, setup data in the other applications may be incorrect and may cause shipping requests from Inventory Management to be rejected.
To resend rejected requests, use the Manage Shipment Lines page to:
- Use the Interfaced status to search for shipment lines you want to resend.
- Perform multi-select on the shipment lines search results.
- Select one or more shipment lines and select Actions > Reset Integration Status.
Inventory Management resends the selected shipping request lines to your third-party logistics or warehouse management system.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Search by Item Catalog Name When Defining Lot and Serial Attributes
You can use the item catalog name to search when managing lot and serial attributes. You can map lot and serial attributes to specific items or to item categories, which you define in the Oracle Product Hub Cloud.
To begin mapping, on the Manage Lot and Serial Attributes Mapping page, search for by item or by item category. You can update or enter new values after performing the search. Select one of the following from the Context Value column:
- Item: Search by item to map lot and serial attributes by item number.
- Category: Search by item catalog to map lot and serial attributes by item category.
If you search by item category, select an item catalog from which to search. You must define the item catalogs available to map lot and serial attributes with the catalog parameters as follows:
- Select Assign items to leaf level categories only.
- Clear Allow multiple item category assignments.
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Import Product Genealogy Data for Initial Data Upload
Serial-controlled and lot-controlled products and components that are produced internally in an organization can be tracked by the product genealogy solution. With this update, when you implement Oracle Supply Chain Management Cloud, you can also import the component structure and historical transactions of a product serial number or lot from your external legacy systems. This will enable the complete traceability of your products from legacy systems to your transactional applications.
Leveraging file-based data import from Oracle Supply Chain Management Cloud, the product genealogy import process allows you to create the product instances for serial-controlled or lot-controlled products, build the structure relationships between assemblies and components, and load related historical transactions into the genealogy repository.
The following screenshot traces the tasks involved in the import process:
Product Genealogy Import Process
You can view the successfully imported product instances, structures, and historical transactions on the Review Product Genealogy page.
Steps to Enable
The following setups must be completed to use this feature:
- For each product and component that you want to import, specify the following attributes while defining items in the Product Information Management work area:
- Select Enable Genealogy Tracking as Yes.
- Select Lot Control as Full lot control if you want to track genealogy for lot-controlled products.
- Select Serial Generation as required except for the option No serial number control if you want to track genealogy for serial-controlled products.
-
A valid external source system is required for import. As a prerequisite, you must define one or more external source systems in Customer Data Model.
Tips And Considerations
The following points must be considered:
- You can optionally create components and build multi-level component structures in the same batch. Identify your genealogy instances by the Import Record Number attribute.
- For a product that is lot-controlled only, the combination of item number and lot number is not unique for a genealogy instance. You must specify the Genealogy Instance Identifier attribute to update such a product instance.
Key Resources
- For more information on this feature, refer to the File-Based Data Import for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code: Import Product Genealogy (CSE_IMPORT_PRODUCT_GENEALOGY)
- Job Role Name and Code: Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR)
Create Product Genealogy Analyses and Reports Using Oracle Transactional Business Intelligence
The product genealogy solution provides you with tracking capabilities for serial-tracked and lot-tracked products and components. However, companies also have a need to generate user-defined reports for product genealogy for multiple purposes, such as tracing reports that capture information about where they need to find where a defective material was used, or for submission of detailed work order information to various regulatory agencies or even a customer. Typically these reports will trace the entire history of a product from receipt of materials through manufacturing to the delivery of the product to the customer.
With this update, Oracle Transactional Business Intelligence (OTBI) provides the tools to easily generate your own reports to satisfy all of your genealogy reporting requirements.
The following subject areas have been introduced:
- Product Genealogy – Genealogy Instance Real Time: This subject area provides real time information on genealogy instance identifying attributes, current location, and related details.
- Product Genealogy – Genealogy Structure Real Time: This subject area provides real time visibility into genealogy component structures. Each structure is a list of components associated to a parent assembly as built.
- Product Genealogy – Genealogy Transaction Real Time: This subject area provides real time information on genealogy transactions.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
In the subject area Product Genealogy – Genealogy Instance Real Time, the main dimension is Genealogy Instance Details. It includes the identifying attributes such as item, serial number, lot number, the current location, related parties, and documents. This dimension is shared by subject areas Product Genealogy – Genealogy Structure Real Time and Product Genealogy – Genealogy Transaction Real Time, enabling you to include genealogy instance details when reporting on structures or transactions.
You can change the column labels instead of using the default attribute names in your report to make it more functionally relevant to your enterprise.
Role Information
- Business Intelligence Duty Role Name and Code: Product Genealogy Transaction Analysis Duty (FBI_PRODUCT_GENEALOGY_TRANSACTION_ANALYSIS_DUTY)
- Job Role Name and Code: Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR)
View Analytical Reports for Fiscal Document Capture for Brazil
Oracle Transactional Business Intelligence (OTBI) is a robust business intelligence tool used for real-time reporting of your business transactions. OTBI performs ad hoc reporting and analysis for fiscal document capture. The reports cover information related to fiscal documents processing, costing, and receipt accounting of transactions for Brazil.
In this release, you can generate spreadsheet extracts and build enhanced reports according to your business needs in the following OTBI subject areas:
- Fiscal document capture transactions real time
The fiscal document capture transactions real-time subject area provides real-time information about the fiscal document capture process for Brazil. You can see information on processed and unprocessed fiscal documents by parameters like supplier, receiver, business unit, date, and fiscal flow. You can also build reports to see documents validated, invoiced, and costed.
- Fiscal document holds real time
The fiscal document holds real-time subject area provides real-time information about fiscal document that are on hold and require user attention. You can see information on value, count of fiscal document on hold by hold code, and hold type. You can also build reports to display information with holds released and pending to be released.
- Fiscal document item deliveries real time
The fiscal document item deliveries real-time subject area provides real-time information about fiscal document pending item delivery confirmation. You can also see information on items pending to be delivered and their value.
- Interfaced fiscal document real time
The interfaced fiscal document real-time subject area provides real-time information about fiscal document imported and stuck in interface tables. You can also see information on documents with number of errors and the document value.
- Enhancement to costing, receipt accounting subject area
The costing, receipt accounting real-time subject area is enhanced to add new dimension fiscal document references to facilitate analyzing the transaction data additionally using fiscal document identifiers. You can also build reports to display costing and receipt accounting information using the fiscal document identifiers.
Steps to Enable
No steps are required to enable this feature.
Key Resources
For more information on this feature, refer to the following guides, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Getting Started with Analytics and Reports
- Oracle Supply Chain Management Cloud: Using Fiscal Document Capture
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management
- Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management
Role Information
- Privilege Name and Code: Fiscal Document Capture Reports and Analytics (CMF_VIEW_FISCAL_DOCUMENT_REPORTS)
- Job Role Name and Code: Fiscal Document Specialist (ORA_CMF_FISCAL_DOCUMENT_SPECIALIST)
Capture Inclusive Taxes in Fiscal Documents for Brazil
This enhancement for fiscal document capture enables you to accurately account for inclusive taxes in the fiscal document price. It helps streamline tax calculation and facilitates proper accounting of tax information recorded in the fiscal document.
The enhancement also ensures regulatory compliance and reporting for Brazil, as follows:
-
Receipt costs are adjusted downwards to accurately account for amounts of inclusive taxes that are incorporated in the item purchase price. For example, the fiscal document price of $100.00 is adjusted to:
-
Inclusive recoverable tax of Tax A: $10.00 (100% recoverable)
-
Tax B: $5.00 (100% non-recoverable, 0% recoverable)
-
Cost of receipt: $90.00 (tax exclusive price $85.00 + non-recoverable tax $5.00)
-
Adjusted Fiscal Document Price for Inclusive Taxes
-
For item receipts, supplier accrual in receipt accounting is created and the accrual in payables is reversed using the fiscal document price instead of the purchase order price.
-
The amounts of inclusive taxes are accounted to a tax liability or recovery account, as specified by the fiscal document specialist.
Steps to Enable
No steps are required to enable this feature.
Key Resources
For more information on this feature, refer to following guide, available on the Oracle Help Center:
- Oracle Supply Chain Management Cloud: Using Fiscal Document Capture
- Oracle Supply Chain Management Cloud: Using Supply Chain Cost Management
- Oracle Financials Cloud:Using Accounting Transactions, Tax Transactions, and Reporting
Role Information
- Privilege Name and Code: Capture Fiscal Document (CMF_ENTER_FISCAL_DOCUMENT) and Call Tax Service (CMF_CALL_TAX_SERVICE)
- Job Role Name and Code: Fiscal Document Specialist (ORA_CMF_FISCAL_DOCUMENT_SPECIALIST)
Copy Cost Accounting Period Details from General Ledger
This new feature helps you copy new accounting periods on the Manage Cost Accounting Periods page. If you select Copy Periods from General Ledger from the Actions menu, the period details from General Ledger are copied automatically.
Copy Period Details from General Ledger
Steps to Enable
No steps are required to enable this feature.
Key Resources
- Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code: Manage Cost Period Data (CST_MANAGE_COST_PERIOD_DATA)
- Job Role Name and Code: Cost Accountant (ORA_CST_COST_ACCOUNTANT)
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