TABLE OF CONTENTS - cloud.oracle.com · ... View Unprocessed Transactions with Third-Party...

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TABLE OF CONTENTS

DOCUMENT HISTORY ······························································································································································································· 4

UPDATE 18B ······························································································································································································· 4

Revision History ························································································································································································ 4

Overview ······································································································································································································· 4

Optional Uptake of New Features (Opt In) ··································································································································· 5

Feature Summary ····················································································································································································· 6

Inventory Management ····································································································································································· 8

Use Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System ····························································································································································································· 8

View Multiple Units of Measure in Inquiries and Transactions ················································································· 11

Forward Inbound Advance Shipment Notifications to External Execution Systems ········································· 12

Capture Multiple Serial Numbers Quickly and Easily on Inventory Transactions ·············································· 13

Use Descriptive Flexfields with Transfer Orders ············································································································ 14

Use Time Zone Processing Improvements ······················································································································ 15

Perform a Quick Shipment by Skipping Pick Release and Pick Confirmation ···················································· 16

Set the Default Restock Parameter to View the Min-Max Planning Report ························································· 18

View and Search for Items Using Cross-Referenced Identifiers ·············································································· 18

Indicate Type of External System Controlling Your Inventory Organization ························································ 20

Integrate and Extend Inventory Management Using REST Services ········································································· 21

View Inventory Transfer Orders Using a REST Service ······························································································ 22

Manage Workday Patterns Using a REST Service ······································································································· 22

Manage Shifts Using a REST Service ······························································································································· 22

Manage Schedule Exceptions Using a REST Service ································································································· 23

Manage Schedules Using a REST Service ······················································································································ 24

Supply Chain Financial Orchestration ···································································································································· 24

Analyze Global Supply Chain Financial Orchestration Using OTBI ········································································ 24

Create and Execute Supply Chain Financial Flows for Non-Shippable Sales Order Lines ··························· 26

Get Financial Orchestration Transfer Prices Using a REST Service ····································································· 27

Cost Management ············································································································································································· 29

Create Enhanced Reporting in the Item Cost Subject Area ······················································································ 29

Create Enhanced Reporting in the Cost of Goods Sold and Gross Margin Subject Area ······························ 30

Create Enhanced Reporting in the Cost Accounting Period Close Subject Area ·············································· 30

Perform Multiple Simultaneous Standard Cost Rollups ······························································································· 31

Create Multiple Standard Cost Scenarios with the Same Effective Date ····························································· 31

Integrate and Extend Cost Management Using REST Services ·················································································· 32

Retrieve Receipt Transaction Costs Using a REST Service ····················································································· 32

Manage Cost Accounting Overhead Rules Using a REST Service ········································································ 32

Create Receipt and Layer Cost Adjustments Using a REST Service ···································································· 33

UPDATE 18A ····························································································································································································· 33

Revision History ······················································································································································································ 34

Overview ····································································································································································································· 34

Optional Uptake of New Features (Opt In) ································································································································· 34

Feature Summary ··················································································································································································· 36

Create Material Reservations Using the Reservations REST Service ·································································· 37

Use Distribution Advice for Shipping and Receiving ····································································································· 38

Use File-Based Data Import for Cost Data ······················································································································· 39

Import and Export Flexfield Attributes Using Spreadsheets ······················································································ 40

Purge the Receiving Interface Tables ································································································································ 40

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Use Cycle Count Improvements ··········································································································································· 41

Simplify Error Corrections Within Your Third-Party Logistics or Warehouse Management System Integration ····················································································································································································· 41

Search by Item Catalog Name When Defining Lot and Serial Attributes ······························································ 42

Import Product Genealogy Data for Initial Data Upload ······························································································ 42

Fiscal Document Capture ······························································································································································ 44

View Analytical Reports for Fiscal Document Capture for Brazil ············································································· 44

Capture Inclusive Taxes in Fiscal Documents for Brazil ····························································································· 45

Cost Management ············································································································································································· 46

Copy Cost Accounting Period Details from General Ledger ····················································································· 46

Inventory Management ··································································································································································· 47

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DOCUMENT HISTORY

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

20 APR 2018 Update 18B Delivered new features in update 18B.

19 JAN 2018 Update 18A Delivered new features in update 18A.

UPDATE 18B

REVISION HISTORY


Date Feature Notes

20 APR 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.

CUSTOMERS UPGRADING FROM RELEASE 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness contentfor Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

https://cloud.oracle.com/en_US/saas/readiness/overview

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1. 2. 3. 4.

1. 2. 3. 4.

5.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected].

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 , and then click (under the My Enterprise heading).Navigator New FeaturesOn the New Features page, select the offering that includes new features you’d like to review.Click for any feature that you want to opt in to.Go to Opt InOn the Edit Features page, select the option for the feature, and then click .Enable Done

To opt in using the Setup and Maintenance work area:

Click the , and then click .Navigator Setup and MaintenanceOn the Setup page, select your offering, and then click .Change Feature Opt InOn the Opt In page, click the icon.Edit FeaturesOn the Edit Features page, select the option for any feature you want to opt in to. If the Enable Enablecolumn includes an Edit icon instead of a check box, then click the icon, select your feature options, and click . Save and CloseClick .Done

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FEATURE SUMMARY

Action Required to Enable Feature

FeatureNone (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

Inventory Management

Use Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System

View Multiple Units of Measure in Inquiries and Transactions

Forward Inbound Advance Shipment Notifications to External Execution Systems

Capture Multiple Serial Numbers Quickly and Easily on Inventory Transactions

Use Descriptive Flexfields with Transfer Orders

Use Time Zone Processing Improvements

Perform a Quick Shipment by Skipping Pick Release and Pick Confirmation

Set the Default Restock Parameter to View the Min-Max Planning Report

View and Search for Items Using Cross-Referenced Identifiers

Indicate Type of External System Controlling Your Inventory Organization

Integrate and Extend Inventory Management Using REST Services

View Inventory Transfer Orders Using a REST Service

Manage Workday Patterns Using a REST Service

Manage Shifts Using a REST Service

Manage Schedule Exceptions Using a REST Service

Manage Schedules Using a REST Service

Supply Chain Financial Orchestration

Analyze Global Supply Chain Financial Orchestration Using OTBI

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Create and Execute Supply Chain Financial Flows for Non-Shippable Sales Order Lines

Get Financial Orchestration Transfer Prices Using a REST Service

Cost Management

Create Enhanced Reporting in the Item Cost Subject Area

Create Enhanced Reporting in the Cost of Goods Sold and Gross Margin Subject Area

Create Enhanced Reporting in the Cost Accounting Period Close Subject Area

Perform Multiple Simultaneous Standard Cost Rollups

Create Multiple Standard Cost Scenarios with the Same Effective Date

Integrate and Extend Cost Management Using REST Services

Retrieve Receipt Transaction Costs Using a REST Service

Manage Cost Accounting Overhead Rules Using a REST Service

Create Receipt and Layer Cost Adjustments Using a REST Service

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INVENTORY MANAGEMENT

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 ReceiptsInventory TransactionsInventory 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.”

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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 manufacturerReceipt Confirmation: Sent from WMS, 3PL, or contract manufacturer to Inventory ManagementShipping Request: Sent from Inventory Management to WMS, 3PL, or contract manufacturerShipment Confirmation: Sent from WMS, 3PL, or contract manufacturer to Inventory Management

SHIPMENTS AND RECEIPTS

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The Inventory Transactions infolet displays a count of the following inventory transactions that have not yet been processed or are in error:

Miscellaneous issuesMiscellaneous receiptsAccount alias issuesSubinventory transfersInter-organization transfersCycle count adjustmentsUser-defined transaction typesInvalid: 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 TRANSACTIONS

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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 button on any of the following pages to view the converted transaction quantity:UOM Conversions

Receive Expected ShipmentsPut AwayTransfer OrdersSubinventory TransfersInter Organization TransfersConfirm Pick Slips

INVENTORY BALANCES

https://docs.oracle.com/en/

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ReturnsCycle Count pages (record count sequences)Physical Count pages (record physical inventory tags)Miscellaneous TransactionsManage Movement RequestsManage Shipment LinesManage Item Quantities

When you view the UOM Conversions, you see the following values:

Item numberItem descriptionTransaction quantityTransaction UOMA list of non-standard units of measure with the quantity converted to the transaction quantity

STEPS TO ENABLE



The column is hidden by default and can be accessed using the button.UOM Conversions Add Fields

Click on the icon to display the UOM conversions.Convert

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:


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Purchase order numberPurchase order linePurchase 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


KEY RESOURCES


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 ShipmentsPut Away ReceiptsReturn ReceiptsConfirm Pick SlipCreate Miscellaneous TransactionSubinventory TransferManage Reservations and PicksManage ShipmentsManage 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:


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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


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 headerTransfer order lineTransfer 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.

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.


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KEY RESOURCES


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 infoletManage Movement Requests pageConfirm 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 dateConfirm Pick Slip; due date

STEPS TO ENABLE


KEY RESOURCES

Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide available on the .Oracle Help Center



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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 processingThe same person performing multiple warehouse fulfillment activitiesNo need to identify serial numbers and lots until shipment confirmation

When you perform a quick shipment, you will:

Bypass reservations, picking and pick confirmation stepsGo right to entering a shipmentChoose the material to ship and manually enter the detailEnter 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 navigationNo setup required for picking rules and assignmentsNo setup required for pick wave release rules and release sequence rulesNo reservations required to ship the material you selectNo 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 page to perform a quick ship:Manage Shipment

Go to Manage Shipment LinesSelect shipment lines that have the following statuses:

Fulfillment status: or Ready to Release Backorder statusTransportation planning status: or Not Applicable Planned

Enter values for:

Item, unit of measure, and quantityThe subinventory and locator values default from , but you can Manage Shipping Parameterschange them.Serial numbers and lots.

Enter serial numbers using the action.record serial numbersWhen you save the shipment lines with all the required information:

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The status is set on each line, and the shipment lines are no longer available for pick Quick Shiprelease 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 and apply it to one or more Reset Quick Ship Statuslines. The status is reset, and you can enter the material shipment detail again, or you can Quick Shipinterface 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 , and you can select either of the following actions:Quick Ship

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


To start performing quick shipments, enable the feature for quick ship at the organization level using the Manage Shipping Parameters task.

Select the flagEnable Quick ShipAssign default values to be used when there are no detailed reservations and no item-specific shipping transaction default values:

Subinventory for Quick ShipLocator for Quick Ship

Manage Shipping Parameters

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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


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 , which enables you to review supply requests for inventory items when you run Nothe Print Min-Max Planning Report. When you set the Restock parameter to , the Print Min-Max Planning YesReport generates the supply requests to replenish your inventory to desired levels.

STEPS TO ENABLE


KEY RESOURCES


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:



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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

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Manage Item Keyword Search Attributes


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.


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1.

2.

3.

4.

5.

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


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)


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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 headerTransfer order linesTransfer order distribution lines

STEPS TO ENABLE


KEY RESOURCES

Refer to the documentation available on the REST APIs for Oracle SCM Cloud 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


KEY RESOURCES

Refer to the documentation available on the .REST APIs for Oracle SCM Cloud Oracle Help Center

ROLE INFORMATION


View Workday Patterns (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIVCreate and Update Workday Patterns (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)



MANAGE SHIFTS USING A REST SERVICE


INTEGRATE AND EXTEND INVENTORY MANAGEMENT USING REST SERVICES

https://docs.oracle.com


23

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


KEY RESOURCES


ROLE INFORMATION


View Shifts (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV)Create and Update Shifts (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)



MANAGE SCHEDULE EXCEPTIONS USING A REST SERVICE


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


KEY RESOURCES


ROLE INFORMATION


View Schedule Exceptions (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV)Create and Update Schedule Exceptions (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)



Use the Shifts REST service to do the following:



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MANAGE SCHEDULES USING A REST SERVICE


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


KEY RESOURCES


ROLE INFORMATION


View Schedules (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV)Create and Update Schedules (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV)



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.


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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


KEY RESOURCES

Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the .Oracle Help CenterOracle Supply Chain Management Cloud: Using Supply Chain Financial Orchestration Guide, available on the .Oracle Help Center

ROLE INFORMATION


Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER)



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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.

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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


KEY RESOURCES

Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the .Oracle Help CenterOracle Supply Chain Management Cloud: Using Supply Chain Financial Orchestration Guide, available on the .Oracle Help Center

ROLE INFORMATION



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.

The following figure shows a financial orchestration qualifier for non-shippable sales.



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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


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Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center

ROLE INFORMATION


Get Financial Orchestration Transfer Price by Service (FOS_GET_TRANSFER_PRICE_PRIV)



COST MANAGEMENT

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, andEstimates 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


KEY RESOURCES


ROLE INFORMATION


View Item Cost Data (CST_VIEW_ITEM_COST_DATA)


Cost Accountant (ORA_CST_COST_ACCOUNTANT)

KEY RESOURCES


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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.


STEPS TO ENABLE


KEY RESOURCES


ROLE INFORMATION


View COGS Event Data (CST_VIEW_COGS_EVENT_DATA)



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.

31

STEPS TO ENABLE


KEY RESOURCES


ROLE INFORMATION


View Cost Period Data (CST_VIEW_COST_PERIOD_DATA)



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


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.


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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


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


KEY RESOURCES

Refer to the REST APIs for Oracle SCM Cloud documentation available on the .Oracle Help Center

ROLE INFORMATION


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.



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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


KEY RESOURCES


ROLE INFORMATION


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


KEY RESOURCES


ROLE INFORMATION


Manage Cost Adjustments by Web Service (CST_MANAGE_COSTADJ_WEB_SERVICE)



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1. 2. 3. 4.

REVISION HISTORY


Date Feature Notes

19 JAN 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.

CUSTOMERS UPGRADING FROM RELEASE 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness contentfor 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 [email protected].

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 , and then click (under the My Enterprise heading).Navigator New FeaturesOn the New Features page, select the offering that includes new features you’d like to review.Click for any feature that you want to opt in to.Opt InOn the Edit Features page, select the option for the feature, and then click .Enable Done

UPDATE 18A

https://cloud.oracle.com/en_US/saas/readiness/overview

35

1. 2. 3. 4.

5.

To opt in using the Setup and Maintenance work area:

Click the , and then click .Navigator Setup and MaintenanceOn the Setup page, select your offering, and then click .Change Feature Opt InOn the Opt In page, click the icon.Edit FeaturesOn the Edit Features page, select the option for any feature you want to opt in to. If the Enable Enablecolumn includes an Edit icon instead of a check box, then click the icon, select your feature options, and click . Save and CloseClick .Done

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FEATURE SUMMARY







Create Material Reservations Using the Reservations REST Service

Use Distribution Advice for Shipping and Receiving

Use File-Based Data Import for Cost Data

Import and Export Flexfield Attributes Using Spreadsheets

Purge the Receiving Interface Tables

Use Cycle Count Improvements

Simplify Error Corrections Within Your Third-Party Logistics or Warehouse Management System Integration

Search by Item Catalog Name When Defining Lot and Serial Attributes

Import Product Genealogy Data for Initial Data Upload

Fiscal Document Capture

View Analytical Reports for Fiscal Document Capture for Brazil

Capture Inclusive Taxes in Fiscal Documents for Brazil

Cost Management

Copy Cost Accounting Period Details from General Ledger

Inventory Management

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1. 2. 3. 4. 5. 6.

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.

: Creates a material reservation at the level of the location; for example, a row, aisle, shelf, or Detailedbin, 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 ItemRevisionLotSubinventoryLocatorSerial

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 pageOracle File-Based Data Import (FBDI)Oracle Application Development Framework Desktop IntegrationInventory 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 orderTransfer orderUser-defined demandAccount (through the Inventory Management Reservations page)Account Alias (through the Inventory Management Reservations page)

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The sources of supply that can be reserved against your demand are:

On-hand quantity in your warehouseProcurement requisitionProcurement purchase orderTransfer orderWork order

NOTE: Reservations by serial number are made only against on-hand supply.

STEPS TO ENABLE


KEY RESOURCES


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


https://docs.oracle.com/en/cloud/

39

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 pageProviding the ability to validate inventory transaction datesProviding a way to set the item cost default on the Create Miscellaneous Transaction pageProviding the ability to select and use the current item cost on file-based data import spreadsheet

File-Based Data Import Process

STEPS TO ENABLE


KEY RESOURCES


KEY RESOURCES

https://docs.oracle.com/en


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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 AliasesManage Inventory Transaction ReasonsManage Interorganization ParametersManage Intersubinventory ParametersManage Inventory Transaction Sources and Types

Lots and serial numbers

Manage Lot Expiration ActionsManage Lot Grades

Picking, packing, and shipping

Manage Pick Slip Grouping RulesManage Pick Wave Release RulesManage Default Packing ConfigurationsManage Shipping Cost TypesManage Shipping ExceptionsManage Shipping ParametersManage Transportation Schedules

Counting and classifications

Manage ABC Classification SetsManage ABC Assignment Groups

STEPS TO ENABLE


KEY RESOURCES


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 or statuses.Error Error and pending


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1.

2. 3. 4. 5.

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 , but you can also select and purge records that are in Error Error and

status.pending

You can run the Purge Receiving Interface process only if you have the required security privileges.

STEPS TO ENABLE


KEY RESOURCES


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 CYCLE COUNT IMPROVEMENTS

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


KEY RESOURCES


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.



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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


KEY RESOURCES


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


KEY RESOURCES


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.

https://docs.oracle.com/en/cloud/saas/supply-chain-management/r13-update17d/faims/scm-cloud-implementing-manufacturing-and-supply-chain-materials-management.pdf


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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 work area:Product Information Management

Select as Yes.Enable Genealogy TrackingSelect as Full lot control if you want to track genealogy for lot-controlled products.Lot ControlSelect as required except for the option No serial number control if you want to Serial Generationtrack 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


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 attribute.Import Record NumberFor 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 attribute to update such a Genealogy Instance Identifierproduct instance.

KEY RESOURCES

For more information on this feature, refer to the File-Based Data Import for Oracle Supply Chain guide, available on the Oracle Help Center.Management Cloud

ROLE INFORMATION

Privilege Name and Code: Import Product Genealogy (CSE_IMPORT_PRODUCT_GENEALOGY)Job Role Name and Code: Asset Administrator (ORA_CSE_ASSET_ADMINISTRATOR)

http://docs.oracle.com/cloud/latest/scmcs_gs/OEFSC/External_Data_Integration_Services_for_Oracle_Cloud_Overview.htm#ExternalDataIntegrationServicesForO-C791C949

http://docs.oracle.com/cloud/latest/scmcs_gs/OEFSC/External_Data_Integration_Services_for_Oracle_Cloud_Overview.htm#ExternalDataIntegrationServicesForO-C791C949

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FISCAL DOCUMENT CAPTURE

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


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 ReportsOracle Supply Chain Management Cloud: Using Fiscal Document Capture

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Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials ManagementOracle 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

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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


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 CaptureOracle Supply Chain Management Cloud: Using Supply Chain Cost ManagementOracle 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)

COST MANAGEMENT

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 from the menu, the period details from General Ledger Copy Periods from General Ledger Actionsare copied automatically.

Copy Period Details from General Ledger

STEPS TO ENABLE


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KEY RESOURCES


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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