Cloud Readiness / Oracle Fusion Cloud Sales and Operations Planning
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  1. Update 23C
  1. Revision History
  2. Overview
  3. Pre-Update and Post-Update Tasks
  4. Optional Uptake of New Features (Opt In)
  5. Feature Summary
  6. Sales and Operations Planning
    1. Sales and Operations Planning
        1. Restrict Access to Specific Plans
  7. IMPORTANT Actions and Considerations

Update 23C

Revision History

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

Date Module Feature Notes
02 JUN 2023     Created initial document.

Overview

HAVE AN IDEA?

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

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

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

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

Pre-Update and Post-Update Tasks

Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle Fusion Cloud SCM: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

  1. Click Navigator > My Enterprise > New Features.
  2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
  3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
  4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

  1. Click Navigator > My Enterprise > Offerings.
  2. On the Offerings page, select your offering, and then click Opt In Features.
  3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
  4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Configure Offerings.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

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.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Sales and Operations Planning

Sales and Operations Planning

Restrict Access to Specific Plans

>>Click for IMPORTANT Actions and Considerations

Sales and Operations Planning

Sales and Operations Planning

Restrict Access to Specific Plans

In enterprises with a large number of planners, it’s beneficial to restrict some actions, such as running a plan, to a subset of users. With this update, in the plan options for a plan, you can create a private plan, assign planners to the plan, and specify the type of access for each planner you assign to the plan. The Full Access and Limited Access access types are now available.

Planners assigned the Limited Access type won’t be able to:

  • Run a plan
  • Edit plan options
  • Save a plan to database
  • Delete a plan

Planners assigned the Limited Access type will be able to:

  • Make changes to plan data
  • Save changes to plan data 
  • Release planned orders
  • Copy the plan for purposes such as simulating plan changes

Users Access Menu Dialog

On the Plan Options page, you can use enhanced selections for private users to configure full or limited access to a plan. For example, In the preceding image, the APS_ALL user was granted limited access to the plan in the users access menu.

Actions Menu Options for Limited Access Users

As you can see in the preceding image, the options in the Actions menu for a limited access user are restricted. The Run, Save Plan to Database, and Delete actions are disabled. Also, changes to the Plan Options page aren't allowed. For example, a limited-access user can't assign user access, make any changes to scope, planning attributes, or advanced options. However a limited access user can review the setting for all plan options. The Save buttons on the Plan Options UI will be disabled for limited-access users.

Steps to Enable

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

Access Requirements

No new privileges are required to access this feature.

IMPORTANT Actions and Considerations

Changes to File-Based Data Import (FBDI) Templates

Some Supply Chain Planning FBDI templates have changed in this update. For details of the specific changes, refer to the Instructions tab of these FBDI templates:

  • ERP Integration Service Parameters (ScpErpIntegrationServiceParamsImportTemplate.xlsm)
  • Bill of Resources (ScpBillOfResourcesImportTemplate.xlsm)

You can find the latest templates in the Supply Chain Planning section of Oracle Fusion Cloud SCM: File-Based Data Import (FBDI) for SCM, available on the Oracle Help Center.