Oracle Supply Chain Collaboration and Visibility Cloud
What's New
  1. Update 19A
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt-In)
  4. Feature Summary
    1. User Interface
        1. Access Work Areas in Reorganized Navigator Groups and Group Icons
    2. Collaboration Messaging Framework
        1. Exchange B2B Messages with User-Defined XML Formats
        2. Send B2B Message Attachments to Trading Partners Using Email
        3. Use New Version of Collaboration Message Service for Any XML Message Type
        4. Receive Purchase Order Acknowledgements from Suppliers
        5. Exchange Procure-to-Pay Messages Using cXML Protocol
        6. Manage B2B Trading Partners Using a REST Service
        7. Manage B2B Message Transactions Using a REST Service: New Actions
    3. Supply Chain Collaboration
      1. Manage the Collaboration Process More Efficiently
        1. Update Order Forecasts and Make Commitments for Past Time Buckets
      2. Buy-Side, Vendor-Managed Inventory
        1. Manage VMI Scope
        2. Specify Vendor-Managed Inventory Policy
        3. Review and Update VMI-Related Transactions
        4. Trigger and Monitor Progress of Replenishment Requests
        5. Extend Supplier Portal to Include VMI Tasks
        6. Monitor VMI Performance
        7. Secure VMI Data by Organization and Supplier
      3. Integrate and Extend Supply Chain Collaboration Using REST Services
        1. Manage Vendor-Managed Inventory Items Using a REST Service
        2. Manage Vendor-Managed Inventory Relationships Using a REST Service
        3. Manage Vendor-Managed Inventory Replenishment Requests Using a REST Service
        4. Manage Vendor-Managed Inventory Analysts Using a REST Service
    4. Supply Chain Orchestration
        1. Update Supply Requests Using a REST Service
        2. Create and View Descriptive Flexfields for Transfer Orders in the Supply Request REST Service

Update 19A

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 Feature Notes
15 FEB 2019

Access Work Areas in Reorganized Navigator Groups and Group Icons

Updated document. Delivered feature in update 19A.
21 DEC 2018   Created initial document.

Overview

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.

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:

  1. Click the Navigator, and then click New Features (under the My Enterprise heading).
  2. On the New Features page, select the offering that includes new features you’d like to review.
  3. Click Opt-In for any feature that you want to opt-in to.
  4. 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:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt-In.
  3. On the Opt-In page, click the Edit Features icon.
  4. 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
  5. Click Done.

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.


Customer Action Required = You MUST take action before these features can be used. 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.

New Features Delivered Ready to Use
(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.

New Features That Customer Must Take Action to Use (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*

Customer Action Required

User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

Collaboration Messaging Framework

Exchange B2B Messages with User-Defined XML Formats

Send B2B Message Attachments to Trading Partners Using Email

Use New Version of Collaboration Message Service for Any XML Message Type

Receive Purchase Order Acknowledgements from Suppliers

Exchange Procure-to-Pay Messages Using cXML Protocol

Manage B2B Trading Partners Using a REST Service

Manage B2B Message Transactions Using a REST Service: New Actions

Supply Chain Collaboration

Manage the Collaboration Process More Efficiently

Update Order Forecasts and Make Commitments for Past Time Buckets

Buy-Side, Vendor-Managed Inventory

Manage VMI Scope

Specify Vendor-Managed Inventory Policy

Review and Update VMI-Related Transactions

Trigger and Monitor Progress of Replenishment Requests

Extend Supplier Portal to Include VMI Tasks

Monitor VMI Performance

Secure VMI Data by Organization and Supplier

Integrate and Extend Supply Chain Collaboration Using REST Services

Manage Vendor-Managed Inventory Items Using a REST Service

Manage Vendor-Managed Inventory Relationships Using a REST Service

Manage Vendor-Managed Inventory Replenishment Requests Using a REST Service

Manage Vendor-Managed Inventory Analysts Using a REST Service

Supply Chain Orchestration

Update Supply Requests Using a REST Service

Create and View Descriptive Flexfields for Transfer Orders in the Supply Request REST Service

User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

To support a more consistent and logical grouping of Oracle Supply Chain Management Cloud work areas, this update includes a reorganized Navigator, plus changes to the group icons on the home page.

In this update, a new Order Management heading in the Navigator and group icon on the home page includes the following work areas:

  • Order Management
  • Pricing Administration
  • Global Order Promising
  • Service Logistics

A new Supply Chain Execution heading and group icon includes the following work areas:

  • Work Definition
  • Work Execution
  • Maintenance Management
  • Quality Management
  • Inventory Management
  • Cost Accounting
  • Receipt Accounting
  • Fiscal Document Capture
  • Electronic Records
  • Financial Orchestration
  • Supply Orchestration

In addition, the Supply Chain Collaboration work area has moved to the Supply Chain Planning heading and group icon, and the Collaboration Messaging work area has moved to the Tools heading and group icon.

The Costing, Manufacturing, and Quality Management headings and group icons that appeared in previous updates are no longer available.

The new group icons on the home page are easy to identify:

Order Management and Supply Chain Execution Group Icons 

And so are the new headings in the Navigator:

Order Management and Supply Chain Execution Headings in the Navigator

Steps to Enable

No steps are required to enable this feature.

Collaboration Messaging Framework

Exchange B2B Messages with User-Defined XML Formats

Create and exchange B2B messages using any XML message type if your trading partner requires a payload that doesn't conform to one of the predefined Collaboration Messaging Framework B2B message types. You don't have to rely on third-party solutions to exchange XML message types that aren't predefined - you can use Collaboration Messaging Framework with any message type.

You can also exchange native Oracle Fusion XML messages. That is, you can use the CollaborationMessage service or the B2B adapter to exchange Oracle Fusion XML payloads without transforming the messages to external message types.

Steps to Enable

Do the following to enable this feature:

  1. Add new external message types.

Define the new external message type that you want to exchange using the Manage External Message Types task. This task now supports the capability for users to add new message types.

  1. Add new collaboration message definitions.

A new collaboration message definition that references the external message type defined earlier must be created using the new Create Collaboration Message Definition action in the  Manage Collaboration Message Definitions task.

To create a new collaboration message definition, select the external message type definition that you created previously.

When it is selected, the application will show the collaboration documents associated with the collaboration document type on the external message type definition. You have to choose the document that you want to process using the external message type.

You now have to upload the XSLT file that transforms between the Oracle Fusion XML definition and the external message type.

You can optionally upload a sample XML payload that can be used for testing the message from the Validate Inbound Collaboration Message Definition and the  Validate Outbound Collaboration Message Definition pages.

  1. Set up a trading partner or service provider with the new message definition.

After the message definition is complete, then it can be added to a trading partner or service provider. If the message is an outbound message, then either the B2B adapter or the CollaborationMessageV2 service can be used for message delivery (note that the CollaborationMessage (V1) service cannot be used).

Tips And Considerations

  • Transformations for user-defined external message types are to the external message type directly. That is, no wrapper type is required, unlike the predefined messages, where the external message type payloads are always wrapped in a containing element.
  • If email delivery is used, then email body content cannot be extracted for user-defined messages.
  • User-defined message types used in outbound messages can be processed using any delivery method other than CollaborationMessage service (V1).

Key Resources

  • Oracle Supply Chain Management Cloud: Implementing Common Features for Oracle SCM, available on the Oracle Help Center.

Send B2B Message Attachments to Trading Partners Using Email

You can send the PDF of a purchase order to your trading partner as an alternative to sending an XML document. This is the PDF version of the purchase order that is created when the purchase order is approved.

You can also send attachments that are included in the business document (for example, an invoice or purchase order) as email attachments instead of embedding them in the XML payload. For that, you have to configure collaboration message definitions.

The attachments can be sent in addition to the XML payload using the Publish feature. For example, you can email a PDF of a purchase order to a trading partner contact, and also deliver the XML document for electronic processing.

Steps to Enable

To send purchase order PDFs to trading partners, use the new collaboration message definitions CMK_1.0_PDF_PROCESS_PO, CMK_1.0_PDF_CHANGE_PO, and CMK_1.0_PDF_CANCEL_PO.

If you want to extract attachments from other outbound messages, you must create a new external message type with Standard as Attachments, and the Document Type and Subtype must be the same as the document from which the attachment needs to be extracted.

Next, you must create a new Collaboration Message Definition that references the collaboration document from which the attachments are to be extracted, using the external message type that was created earlier.

The XSLT to be used for the transformation should contain only the attachment element (or an array of attachment elements).

Tips And Considerations

When you set up, for a trading partner or service provider, a collaboration message definition that references an external message type with Standard as Attachments, the framework will allow only email as the delivery method. Outbound processing will retrieve all the attachments that are identified in the XSLT output, compress them into a single file, and send the compressed file as an email attachment to the service provider or trading partner. No XML document is included in the email.

Key Resources

  • Oracle Supply Chain Management Cloud: Implementing Common Features for Oracle SCM, available on the Oracle Help Center.

Use New Version of Collaboration Message Service for Any XML Message Type

A new version of the Collaboration Message service definition is available to support the the exchange of any XML payload, and not just the OAGIS CollaborationMessage.

The Collaboration Message V2 service provides a single service interface to support all message types, both predefined and user-defined. This reduces the effort required to support new predefined and user-defined message types. After a partner implements this service, they can support new XML message types with minimal effort. Similarly, it becomes easier for Oracle Cloud customers to receive any type of XML payload from trading partners or service providers.

The service payload contains all the information required to identify the sender, recipient, intermediary, and message definition in a header element. The actual business message is in an anyType payload element. This makes it easy for a message recipient to implement the service.

The service can be implemented in a one-way or request-response mode. The response can be used to communicate status information about processing the request.

This version is backward incompatible with the older version, as type substitution is replaced with an anyType payload.

Steps to Enable

Select the CollaborationMessageV2.Process or the CollaborationMessageV2.ProcessASync service when you set up the delivery method for outbound messaging.

Tips And Considerations

All messages (predefined and user-defined) can be processed using the CollaborationMessageV2Service (Brazil SEFAZ messages are excluded).

Receive Purchase Order Acknowledgements from Suppliers

Collaboration Messaging Framework can now asynchronously receive purchase order acknowledgements from suppliers in response to purchase orders that were sent to them.

A supplier can acknowledge receipt of a purchase order and can indicate acceptance or rejection of the purchase order as a whole, or of specific lines on the purchase order.

Steps to Enable

No steps are required to enable this feature.

Exchange Procure-to-Pay Messages Using cXML Protocol

Collaboration Messaging Framework now supports the ability to natively exchange cXML messages with partners without relying on Oracle Supplier Network to map between OAGIS 7.2.1 and cXML message types. The following messages from the Procure-to-Pay business process are supported:

  • Customer to Supplier - Order Request (new order and change order)
  • Supplier to Customer - ShipNoticeRequest, InvoiceDetailRequest

Many suppliers use cXML for indirect procurement B2B messaging. Before this enhancement was delivered, Oracle Supplier Network was required for cXML message exchange with trading partners, and configuring user-defined messages was not possible. With this feature, you can configure user-defined cXML messages.

Steps to Enable

Select one of the following cXML collaboration message definitions when you set up outbound or inbound partner messages:

  • cXML_1.2.007_PROCESS_PO_OUT
  • cXML_1.2.007_CHANGE_PO_OUT
  • cXML_1.2.007_CANCEL_PO_OUT
  • cXML_1.2.007_PROCESS_INVOICE_IN  

Tips And Considerations

  • You can exchange cXML messages with trading partners directly using the B2B adapter.
  • To exchange cXML messages natively through Oracle Supplier Network, you must set up a user-defined service provider.

  • Exchanging user-defined cXML messages with trading partners using the Oracle Supplier Network requires an update in Oracle Supplier Network.

Manage B2B Trading Partners Using a REST Service

Use the B2B Trading Partners REST API to create, query, and manage your B2B trading partners. The API can be used for a variety of use cases, including synchronization of trading partner information or integrating with other applications that use trading partner information.

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 API for Oracle Supply Chain Management Cloud guide available on the Oracle Help Center.

Manage B2B Message Transactions Using a REST Service: New Actions

Use the B2B Message Transactions REST Service to reprocess or cancel any B2B message that encountered an error during initial processing. You can also resubmit a previously processed B2B message (for example, if your trading partner could not process the initial message and needs it to be sent again).

Steps to Enable

Review the changes to the B2B Message Transactions service, and update your REST client as desired.

Key Resources

  • REST API for Oracle Supply Chain Management Cloud, available on the Oracle Help Center.

Supply Chain Collaboration

Today’s global supply chains increase manufacturers’ reliance on suppliers, contract manufacturers, and other trading partners. To be successful, companies must synchronize their activities across multiple tiers of trading parties. Oracle Supply Chain Collaboration Cloud enables companies to jointly plan supply, gain visibility into trading partner data, coordinate contract manufacturing execution, and measure performance across their trading networks. Trading partners are actively involved in the decision-making process, so they can exchange early warning signs and collaboratively resolve supply chain issues. Depending on the size and technical sophistication of each supplier, your company can interact using a portal-based user interface, standards-based B2B messages, or web services. Customers can also tailor Oracle Supply Chain Collaboration Cloud’s flexible, predefined business processes to their unique requirements. Enhanced collaboration results in more dynamic trading relationships, as well as increased reliability and efficiency of supply.

Manage the Collaboration Process More Efficiently

To streamline the end-to-end collaboration process, users must be able to view order forecasts in past time buckets and resolve any issues.

Update Order Forecasts and Make Commitments for Past Time Buckets

Some suppliers need to view and edit their commitments for the current time bucket, which may be locked because it's current bucket start date is in the past. Oracle Supply Chain Collaboration Cloud now provides an option to configure date boundaries that will allow updates to buckets in the past through all supported methods, so you can set the value that best matches your collaboration practices. This feature is enabled in the Setup and Maintenance work area, the Manage Supply Chain Collaboration Settings page by specifying the collaboration boundaries open for current order forecast and commit collaboration.

Using Supply Chain Collaboration, you can do the following:

  1. Collaboration boundaries can be defined in number of days, current week, or current period. The default setting is Days. The default value for this setting is zero. The default setting does not allow collaboration of order forecasts in past time buckets.
  2. If the collaboration boundary is set to days, the time period for which order forecasts in the past is enabled for collaboration is current date minus number of days and current date.
  3. If the collaboration boundary is set to current week or current period, the first bucket will always be open for collaboration irrespective of the current date.
  4. Collaboration planners will be able to edit order forecast quantities within the configured collaboration boundary.
  5. Supplier planners will be able to update commits within the configured collaboration boundary.
  6. Updates are accepted through in line edits, spreadsheet uploads, REST API, and B2B messages.
  7. Updates to order forecasts and commits are captured in all Supply Chain Collaboration analytic reports.

NOTE: Oracle Supply Planning Cloud does not accept supplier commitments in past date buckets.

The following screenshot shows the default settings on the Manage Supply Chain Collaboration Settings page.

Manage Supply Chain Collaboration Settings

Steps to Enable

By default, collaboration boundaries do not accept past date collaboration. You use the Collaboration Boundaries setting in the Setup and Maintenance work area to enable past date collaboration.

Use the following steps to establish acceptable collaboration boundaries:

  1. In the Setup and Maintenance work area, use the following:

  • Offering: Manufacturing and Supply Chain Materials Management
  • Functional Area: Supply Chain Collaboration
  • Task: Manage Supply Chain Collaboration Settings
  1. On the Manage Supply Chain Collaboration Settings page, in the Collaboration Planning tab, in the Collaboration Boundaries section, set Dates in the past open for current order forecast and commit collaboration to Days, Current Week, or Current Period. If Days, provide the number of days in the past you would like to allow, which is the current date minus number of days. If Current Week, collaboration will always be allowed within the current calendar week even if the start date is in the past. If Current Period, collaboration will always be allowed within the current calendar period even if the start date is in the past.

  2. Click Save and Close.

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Supply Chain Application Administrator role to view and manage the collaboration boundaries on the Manage Supply Chain Collaboration Settings page.

  • Privilege Name and Code:
    • Manage Collaboration Settings (VCS_MANAGE_SCC_SETTINGS_PRIV)
  • Job Role Name and Code:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

Buy-Side, Vendor-Managed Inventory

Vendor-Managed Inventory (VMI) is a family of business models in which a buyer provides inventory and consumption information about a product to the supplier. Based on the agreement between the buyer and supplier, the supplier is responsible for maintaining the inventory thresholds close to or at the buyer's facility. This process streamlines inventory management by delegating replenishment calculations and execution of the process to suppliers.

Oracle Supply Chain Collaboration Cloud enables both partners to monitor inventory performance, receive exception alerts, and collaborate to resolve replenishment issues. Both pay-on-use and pay-on-receipt are supported.

This model ensures that both the enterprise and the supplier come together to provide better service to the customer. In addition, the enterprise’s planning and ordering cost will reduce as the responsibility will shift to the supplier while the overall service level will increase by providing the right product at the right facility. The supplier benefits by having visibility into the enterprise’s demand and stock levels. Further, the supplier will be able to incorporate promotions into the inventory plan more easily.

Manage VMI Scope

A common definition of the vendor-managed inventory (VMI) network is central to defining and ensuring an effective end-to-end VMI business process model. Oracle Supply Chain Collaboration Cloud unifies the setup and management of the VMI network across all communication mechanisms (portal, REST API, web service, and B2B messaging) to streamline the configuration of VMI business processes and reduce the setup costs.

You can do the following:

  1. Define relationships with your suppliers at the supplier, organization, and item level.
  1. Search and edit existing relationships, and create new ones.
  1. Relationships may be created in batch using REST API.
  1. Set attributes such as scope, min-max quantity source and requisition requester to be used.
  1. Manage scope of the VMI relationship. The scope indicates if the relationship is created at the organization or subinventory level.
  1. Indicate the party responsible for managing min-max inventory threshold values. The source of min-max quantity can be Enterprise or Supplier.
  1. Determine who is responsible for generating replenishment orders. The inventory planning owner can be Supplier or Enterprise. This is set by populating the inventory planning method for the item in Oracle Product Information Management or on the item subinventory record using the Manage Subinventories and Locators page in Setup and Maintenance work area.

The following screenshot shows the Manage VMI Network page.

Manage VMI Network

The following screenshot shows the Create Relationship dialog when the scope is organization.

Create Relationship

The following screenshot shows the Edit Relationship page when the scope is organization.

Edit Relationship When Scope is Organization

The following screenshot shows the Edit Relationship page when the scope is subinventory. The Min-Max Quantity Source, Requisition Requester, and Inventory Planning Owner are all defined for each subinventory.

Edit Relationship When Scope is Subinventory

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Key Resources

Watch Manage VMI Scope Readiness Training

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Supply Chain Application Administrator role to view and manage VMI network.

  • Privilege Name and Code:
    • Manage VMI Network Relationships (VCS_MANAGE_VMI_RELATIONSHIPS)
  • Job Role Name and Code:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

Specify Vendor-Managed Inventory Policy

The min-max inventory policy defines the inventory levels that a supplier should maintain based on the contractual agreement with the enterprise. A replenishment order is generated if the inventory position (on-hand quantity + on-order quantity) is less than or equal to the minimum value. However, both the supplier and enterprise user should monitor the inventory thresholds to address demand fluctuations and seasonal changes. Oracle Supply Chain Collaboration Cloud provides a solution to manage the minimum and maximum inventory parameters at a vendor-managed inventory (VMI) relationship level. The enterprise user and the supplier benefit from this approach as they form a true partnership and work together. It also stabilizes the timing of the replenishment signals and the shipments come in a defined cadence.

Using Supply Chain Collaboration, you can do the following:

  1. The min-max quantity source on the VMI relationship indicates who is responsible for min-max quantity thresholds.
  1. If min-max quantity source is set to supplier, supplier inventory managers can edit min-max quantity thresholds on the Manage Inventory page in Oracle Supplier Portal Cloud. They can edit the min-max quantity thresholds inline, using spreadsheet uploads or a REST API. Only supplier users with appropriate supplier data security and functional privilege can edit the min-max quantity thresholds.
  1. If the min-max source is set to enterprise, the min-max quantity thresholds used are specified in Oracle Product Information Management if the ship-to-location is an organization. If the ship-to-location is a subinventory, these values are managed on the item subinventory using the Manage Subinventories and Locators task in the Setup and Maintenance work area.

The following screenshot shows the Manage Inventory page where the supplier can edit the minimum and maximum quantities inline.

Manage Inventory: Inline Edit of Minimum and Maximum Quantities

The following screenshot shows the Upload Min-Max Quantities page where the supplier can download a pre-populated spreadsheet template, upload the spreadsheet template with minimum and maximum quantity updates, and review any upload errors.

Upload Minimum and Maximum Quantities

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Key Resources

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Supplier Inventory Manager role to view and manage minimum and maximum threshold values in Supplier Portal.

  • Privilege Name and Code:
    • Manage Min-Max Quantities as Supplier (VCS_MANAGE_VMI_MIN_MAX_SUPPLIER)
  • Job Role Name and Code:
    • Supplier Inventory Manager (ORA_INV_SUPPLIER_INVENTORY_MANAGER_JOB)

Review and Update VMI-Related Transactions

On the Manage Inventory page, planners (vendor-managed inventory analysts and supplier inventory managers) with the inventory manager role can view all the transactions and transaction alerts for a replenishment item. Planners can monitor the process, and drill down to the relevant transaction document to access additional details for analysis. In addition, supplier inventory managers in Oracle Supplier Portal Cloud can trigger a transaction and create replenishment requests.

Using Oracle Supply Chain Collaboration Cloud, vendor-managed inventory analysts can perform the following actions:

  1. Search by several criteria (supplier, ship-to-location, item, status, organization, subinventory, and requiring replenishment) to refine the results of your replenishment items, and save your searches for one-click access.
  1. View replenishment status of each item using a status gauge, which provides the planner a visual of the replenishment status for each item. It displays the projected on-hand quantity, on-hand quantity, on-order quantity, and min-max quantity thresholds.
  1. View additional key quantity metrics for each replenishment item including replenishment, purchase order, in-transit, received, and pending supplier acknowledgment.
  1. View purchase order details by selecting the purchase order quantity or by using View Item Details from the Actions menu.
  1. View advanced shipment notice (ASN) details by selecting the in-transit quantity.
  1. View replenishment requests by selecting the replenishment quantity.
  1. View item details for a given replenishment item by using View Item Details from the Actions menu or by selecting the received quantity or pending acknowledgement quantity.
  1. Review item transactions for all transactions of the item over the last 7 to 120 days using Review Item Transactions from the Actions menu.

Using Oracle Supplier Portal Cloud, suppliers can perform the following actions:

  1. View replenishment items status, details, and transaction history.
  2. Create and upload replenishment requests.
  3. Create advanced shipment notices (ASN).
  4. Edit minimum and maximum quantity thresholds for replenishment item's min-max quantity.

The following screenshot shows the Manage Inventory page with replenishment items and their status.

Manage Inventory

The following screenshot shows the View Item Details page.

View Item Details

The following screenshot shows the Review Item Transactions page.

Review Item Transactions

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Key Resources

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Vendor-Managed Inventory Analyst role in Supply Chain Collaboration to view and manage replenishment items on the Manage Inventory page.

  • Privilege Name and Code:
    • Manage Inventory as Enterprise User (VCS_MANAGE_INVENTORY_ENTERPRISE)
  • Job Role Name and Code:
    • Vendor-Managed Inventory Analyst (ORA_VCS_VENDOR_MANAGED_INVENTORY_ANALYST_JOB

Trigger and Monitor Progress of Replenishment Requests

Oracle Supplier Portal Cloud helps suppliers generate replenishment requests to ensure the enterprise facility is respecting the agreements between the trading partners. The supplier inventory manager considers on-hand quantity, on-order quantity, and the min-max quantity threshold levels in determining the replenishment request quantity. These replenishment requests are used to create purchase requisitions in Oracle Purchasing Cloud.

Using Supplier Portal, you can do the following:

  1. Create replenishment request by selecting item, organization, quantity and delivery date. Subinventory, supplier site, and notes are optional.
  1. Search for replenishment requests by request number, status, item, organization name, supplier site, ship-to-location, subinventory, and downstream documents related to the replenishment requests.
  1. Replenishment requests are converted to purchase requisitions in Purchasing. During the conversion process, the replenishment request is in one of the following statuses Submitted, In Process, Requested, In Review, Closed, Failed, Rejected, or Canceled.  
  1. Replenishment requests can be created by spreadsheet uploads or REST API.
  1. As the request moves through it's life cycle you can view all downstream documents related to that specific request. The purchase order, shipment, receipt, invoice, and payment document numbers are all visible inline. You can drill into each document to view further details.

The following screenshot shows the Manage Replenishment Requests page where the supplier can access documents related to the replenishment life cycle states.

Manage Replenishment Requests

The following screenshot shows the Create Replenishment Request dialog.

Create Replenishment Request

The following screenshot shows the Upload Replenishment Requests page where the supplier can download a pre-populated spreadsheet template, upload the new replenishment requests, and review any upload errors.

Upload Replenishment Requests

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Key Resources

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Supplier Inventory Manager role to view and manage replenishment requests in Supplier Portal.

  • Privilege Name and Code:
    • View Replenishment Requests as Enterprise (VCS_VIEW_REPL_REQUESTS_ENTERPRISE)
    • View Replenishment Requests as Supplier (VCS_VIEW_REPL_REQUESTS_SUPPLIER)
    • Manage Replenishment Requests as Supplier (VCS_MANAGE_REPL_REQUESTS_SUPPLIER)
  • Job Role Name and Code:
    • Vendor-Managed Inventory Analyst (ORA_VCS_VENDOR_MANAGED_INVENTORY_ANALYST)
    • Supplier Inventory Manager (ORA_INV_SUPPLIER_INVENTORY_MANAGER_JOB)

Extend Supplier Portal to Include VMI Tasks

Oracle Supplier Portal Cloud provides suppliers a single location to perform all their activities; including managing procurement contracts, purchase orders, inventory, shipments, receipts, invoices, payments, order forecasts, and commits. The vendor-managed inventory (VMI) functions are predefined in Supplier Portal and integrated with other functions to provide the supplier users a seamless and unified experience.The following vendor-managed inventory functions are available to the supplier users:

  1. A new Vendor-Managed Inventory work area, visible from the task pane accessible by Supplier Inventory Managers.
  2. New Manage Inventory and Manage Replenishment Requests pages:
    • Supplier users can view their VMI items in the Manage Inventory page.
    • Supplier users can view their replenishment requests in the Manage Replenishment Requests page.
  3. A Recent Activity infolet which highlights user-created replenishment requests.

Supplier Portal Landing Page Tasks

Using the Manage Inventory page, suppliers can perform the following actions: 

  1. View replenishment items status, details, and transaction history.
  2. Create and upload replenishment requests.
  3. Create advanced shipment notices (ASN).
  4. Edit minimum and maximum quantity thresholds for replenishment item's min-max quantity.

The following screenshot shows the Manage Inventory page with replenishment items and their status.

Manage Inventory - Create Replenishment Request

Using the Manage Replenishment Requests page, suppliers can perform the following actions:

  1. Create, upload, and monitor progress of submitted replenishment requests.
  2. Create advanced shipment notices (ASN).

The following screenshot shows the Manage Replenishment Requests page searching by Replenishment Life Cycle.

Manage Replenishment Requests

NOTE: Supplier Portal offers data access security at the supplier and supplier site level.  VMI replenishment items are defined and secured only at the supplier level.

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Supplier Inventory Manager role to view and manage vendor-managed inventory data in Supplier Portal.

  • Privilege Name and Code:
    • Manage Inventory as Supplier (VCS_MANAGE_INVENTORY_SUPPLIER)
  • Job Role Name and Code:
    • Supplier Inventory Manager (ORA_INV_SUPPLIER_INVENTORY_MANAGER_JOB)

Monitor VMI Performance

Oracle Supply Chain Collaboration Cloud helps vendor-managed inventory (VMI) analysts identify and address issues in the supply chain using infolets with embedded analytics. This helps orient you to the issues in the supply chain so you can prioritize your actions. Depending on the role, analysts can access VMI metrics and exceptions in one consolidated view. Enterprise analysts can see any changes or exceptions at a glance, flip or expand an infolet to get more detail, and drill down to perform transactions with a single click.

Supply Chain Collaboration supports the following infolets:

  • Replenishment Requests indicates the status of the created replenishment requests. This infolet tracks all the states from replenishment request creation to successfully generation of a purchase order in Oracle Procurement Cloud. The states include Submitted, Requested, Pending Approval, Failed, Canceled, and Rejected. The filter enables users to view requests created in the last 7 days, 30 days, 90 days, or 120 days. You can access the Manage Replenishment Requests page to review the requests in a specific state and take action to move them to the next state of the replenishment request cycle.

Replenishment Requests Infolet

  • VMI Exceptions highlights items with inventory issues such as out-of-stock, stock less than minimum threshold or stock more than maximum threshold. Using a filter, you can review exceptions for items you manage using enterprise replenished items or items suppliers manage using supplier replenished items. Analysts may then access the Manage Inventory page to review the underlying data and take action to resolve exceptions.

NOTE: The VMI Exceptions infolet represents a snapshot of the VMI data.  To see the latest counts, you need to refresh the VMI data using Refresh Replenishment Data on the Manage Inventory page or the Refresh VMI Replenishment Data scheduled process.

VMI Exceptions Infolet

  • Requiring Replenishment highlights the key organizations and subinventories that require replenishment. These organizations and subinventories have an inventory position that is less than the minimum threshold. You can view the top five organizations or subinventories. Analysts may then access the Manage Inventory page to review the underlying data and take action to resolve replenishment concerns.

NOTE: The Requiring Replenishment infolet represents a snapshot of the VMI data.  To see the latest counts, you need to refresh the VMI data using Refresh Replenishment Data on the Manage Inventory page or the Refresh VMI Replenishment Data scheduled process.

Requiring Replenishment Infolet

  • Replenishment Life Cycle highlights the life cycle of supplier replenished items. This infolet helps you to understand the various states in the life cycle and the number of items in each state. The states of replenishment life cycle include Pending Request Approval, Pending Shipment, Pending Receipt, and Pending Delivery. You can access the Manage Replenishment Requests page to review all requests in a specific state and take action to move them to the next state of the replenishment request cycle.

Replenishment Life Cycle Infolet

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Vendor-Managed Inventory Analyst role in Supply Chain Collaboration to view VMI infolets in the Supply Chain Collaboration work area.

  • Privilege Name and Code for SCC:
    • Manage Inventory as Enterprise User (VCS_MANAGE_INVENTORY_ENTERPRISE)
  • Job Role Name and Code for SCC:
    • Vendor-Managed Inventory Analyst (ORA_VCS_VENDOR_MANAGED_INVENTORY_ANALYST_JOB)

Secure VMI Data by Organization and Supplier

Inventory information is sensitive and should be treated with utmost care. Suppliers do not want the data to be available or shared with their competitors. Oracle Supply Chain Collaboration Cloud enables vendor-managed inventory (VMI) administrators to secure vendor-managed inventory data to ensure users only access the supply chain information assigned to them.

Using Supply Chain Collaboration, you can perform the following actions:

  1. Secure data by suppliers and organizations.
  1. Assign suppliers, organizations, or both to VMI analysts.
  1. Limit the data displayed on Supply Chain Collaboration work area infolets to the suppliers and organizations and VMI analysts.
  1. Return only vendor-managed inventory data that is associated with the VMI analyst's access on the Manage Inventory and Manage Replenishment Requests pages.

Use the Manage VMI Analysts page to define analysts and set the security context as supplier or organization. The following screenshot shows the Manage VMI Analysts page displaying two VMI analysts without full access.

Manage VMI Analysts

Manage VMI Analysts

On the Edit Relationship page, when creating a VMI relationship, you can view the list of analysts resolved to the relationship. Using the Edit Relationship page, you can associate more analysts with the relationship. The following screenshot shows the users having access to this relationship.

Edit Relationship: VMI Analyst Security

Watch a Demo

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management                         

Feature Name: Vendor-Managed Inventory

Tips And Considerations

Implementation considerations are:

  • Decide whether your organization needs to control access to replenishment items for enterprise VMI analysts. This impacts whether you need to enable security by using the Enable data access security setting.
  • Consider whether the default access behavior should be inclusive or exclusive. This impacts which replenishment items the users can see by using the Allow full access if no VMI analysts are assigned setting.
  • Secure users by organization or supplier:
    • It is recommended to choose one strategy and stick with it
    • Add an organization and a supplier to a VMI analyst to give cumulative access to all replenishment items shipped from the supplier and all items shipped to the organization

Watch a Setup Demo

Key Resources

Role Information

Access to this feature is available through the shipped job roles and privileges. Use the Supply Chain Application Administrator role to view and manage VMI analysts on the Manage VMI Analysts page.

  • Privilege Name and Code: 
    • Manage VMI Analysts (VCS_MANAGE_VMI_ANALYSTS_PRIV)
  • Privilege Name and Code: 
    • Manage Supply Chain Collaboration Settings (VCS_MANAGE_SCC_SETTINGS)
  • Job Role Name and Code:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

Integrate and Extend Supply Chain Collaboration Using REST Services

Manage Vendor-Managed Inventory Items Using a REST Service

Use a public REST service to view and manage vendor-managed inventory (VMI) replenishment items. You can use this service to update min-max quantities, view historical min-max quantities, and view status of current replenishment items.

Use the Vendor-Managed Inventory Items REST service to do the following:

  • Search for replenishment items by key attributes such as status, item, and organization.
  • Update minimum and maximum quantities as a supplier.
  • View historical minimum and maximum quantities.

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.

Key Resources

  • REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

  • Integration Privilege Name and Code:
    • Manage VMI Items Using a Web Service (VCS_VMI_ITEMS_WEBSERVICE)
  • Integration Job Role Name and Code:
    • Integration Specialist (ORA_FND_INTEGRATION_SPECIALIST_JOB)
  • Privilege Name and Code:
    • Manage Inventory as Enterprise User (VCS_MANAGE_INVENTORY_ENTERPRISE)
    • Manage Inventory as Supplier User (VCS_MANAGE_INVENTORY_SUPPLIER)
  • Job Role and Code:
    • Enterprise: Vendor-Managed Inventory (ORA_VCS_VENDOR_MANAGED_INVENTORY_ANALYST_JOB)
    • Supplier: Supplier Inventory Manager (ORA_INV_SUPPLIER_INVENTORY_MANAGER_JOB)

Manage Vendor-Managed Inventory Relationships Using a REST Service

Use a public REST service to create and manage vendor-managed inventory relationships (VMI) that are required in a VMI business process model. You can use this REST service to create, view, edit and delete VMI relationships to manage the VMI network to support inventory replenishment.

Use the Vendor-Managed Inventory Relationships REST service to do the following:

  • Create new VMI relationships for VMI replenishment process
  • Update VMI relationships attributes
  • Delete VMI relationships
  • Search for existing VMI relationships by key attributes such as supplier, organization, or item.

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

  • REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

  • Privilege Name and Code:
    • Manage VMI Network Relationships (VCS_MANAGE_VMI_RELATIONSHIPS)
  • Job Role Name and Code:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

Manage Vendor-Managed Inventory Replenishment Requests Using a REST Service

Use a public REST service to enable supplier users to create and manage replenishment requests. The supplier user can maintain inventory levels at the enterprise facilities according to their agreement with the trading partner.

Use the Vendor-Managed Inventory Replenishment Requests REST service to do the following:

  • Search for existing replenishment requests by key attributes such as supplier, ship-to location, item, or status as a supplier or enterprise user.
  • Create new replenishment requests as a supplier or enterprise supply chain integration specialist.

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

  • REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

SUPPLIERS USERS

  • Privilege Name and Code:
    • Manage Replenishment Requests as Supplier (VCS_MANAGE_REPL_REQUESTS_SUPPLIER)
  • Job Role Name and Code:
    • Supplier Inventory Manager (ORA_INV_SUPPLIER_INVENTORY_MANAGER_JOB)

ENTERPRISE USERS

  • Privilege Name and Code:
    • View Replenishment Requests as Enterprise User (VCS_VIEW_REPL_REQUESTS_ENTERPRISE)
  • Job Role Name and Code:
    • Vendor-Managed Inventory Analyst  (ORA_VCS_VENDOR_MANAGED_INVENTORY_ANALYST_JOB)

INTEGRATION USERS

  • Privilege Name and Code:
    • Manage Replenishment Requests using a Web Service  (VCS_REPLENISHMENT_REQUESTS_WEBSERVICE)
  • Job Role Name and Code:
    • Supply Chain Integration Specialist (ORA_RCS_INTEGRATION_SPECIALIST_JOB)

Manage Vendor-Managed Inventory Analysts Using a REST Service

Use a public REST service to create and manage vendor-managed inventory (VMI) analysts. You can use this service to define VMI analysts at the supplier level or the organization level, depending upon whether you want the analysts to have access to all replenishment items managed by a specific supplier, or only to replenishment items sent to a specific organization.

Use the Vendor-Managed Inventory Analysts REST service to do the following:

  • Create an analyst for supplier managed visibility and collaboration.
  • Update an analyst's data access security.
  • Delete an analyst.
  • Search for analysts by key attributes such as status, username, and security context.

With the Vendor-Managed Inventory Analysts REST service, you can integrate user creation with your business process for improved speed and efficiency.

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.

Key Resources

  • REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

  • Privilege Name and Code:
    • Manage VMI Analysts (VCS_MANAGE_VMI_ANALYSTS_PRIV)
  • Job Role Name and Code:
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

Supply Chain Orchestration

Update Supply Requests Using a REST Service

Oracle Supply Chain Orchestration Cloud provides a Supply Request REST service to update an interorganization or intraorganization material transfer request to an inventory or expense destination. You can use this service to streamline integration to external systems and reduce integration costs.

With Supply Request REST service, you can:

  • Update supply requests that will result in updating an inventory destination transfer order
  • Update supply requests that will result in updating an expense destination transfer order
  • Update supply requests that will result in updating the transfer order charges

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

  • REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

  • Job Role Name and Code:
    • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)

Create and View Descriptive Flexfields for Transfer Orders in the Supply Request REST Service

Oracle Supply Chain Orchestration Cloud provides a Supply Request REST service to create, update, and view user-defined descriptive flexfields in Inventory for transfer orders. You can use this service to streamline integration to external systems and reduce integration costs.

With Supply Request REST service, you can:

  • Capture user-defined descriptive flexfields as a part of the transfer supply create request and send them to Inventory in the transfer order create request.
  • Capture updates to user-defined descriptive flexfields as a part of the transfer supply create request and send them to Inventory in the transfer order update request. You can use POST operation with upsert-mode:true to send updates.
  • Get or view user-defined descriptive flexfields that were previously sent as a part of the transfer supply create or update request.

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

  • REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Role Information

  • Job Role Name and Code:
    • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)