What's New

Update 24B

Revision History

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

Overview

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

DISCLAIMER

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

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

Pre-Update and Post-Update Tasks

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

Optional Uptake of New Features (Opt In)

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

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

Here’s how you opt in to new features:

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

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

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

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

Opt In Expiration

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

Feature Summary

Maintenance

SCM Common Components

Extend SCM Redwood Application Pages Using Visual Builder Studio

Tailor a seamless experience for the users in your enterprise using Oracle Visual Builder Studio. You can use business rules in Visual Builder Studio’s Express mode to:

• Make the fields and regions on a page required or optional.
• Make the fields and regions on a page read-only or editable.
• Show or hide fields and regions depending on specific criteria.
• Configure Redwood pages to best meet your specific business needs. For example, you can control which actions are visible on the Receipt Deliveries page, or you can set the default date range that's available on the PAR Counts Overview page.

The types of changes you can make to a page depend on the page you're modifying.

NOTE: In this update, business rules aren't yet supported on all SCM Redwood pages.

To determine whether you can extend a specific page using Visual Builder Studio, go to the page and open the Setting and Actions menu. Look for the Edit Page In Visual Builder Studio task:

Settings and Actions Menu

If you don’t see the Edit Page in Visual Builder Studio task, then you can’t use Visual Builder Studio to edit the page, either because you're not assigned the necessary privilege to edit pages in VB Studio, or because the page can't currently be edited in VB Studio. 

When you open a page in Visual Builder Studio, use only the Express mode to extend the page. Advanced mode isn’t supported. If Express mode isn't available when you open the page in VB Studio, then you can't extend the page in VB Studio. You can find the Express mode in the Visual Builder Studio header region:

Header Region in Visual Builder Studio

See Extending Oracle Cloud Applications in Visual Builder Studio Express Mode for details about how to extend your application pages in Express mode.

Steps to Enable

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Before you can start working with Visual Builder Studio, a systems administrator must complete some initial setup. For instructions, see Set Up VB Studio to Extend Oracle Cloud Applications.

Tips And Considerations

Keep the Pages list closed while you work in Visual Builder Studio Express mode. Closing the list gives you a cleaner view of the page you’re extending.

In Visual Builder Studio Express mode, you might see capabilities that support defaulting and validation of field values. The features aren't supported in SCM Redwood pages in update 24B. You'll be able to use defaulting and validation for selected SCM Redwood pages in future updates.

Default Field Values and Validate Field Values in VB Studio Express Mode

Key Resources

To start extending your application pages in Visual Builder Studio, follow the instructions to access Visual Builder Studio. As you’re working, you can find additional information in these resources:

• Extend Oracle Cloud Applications in Visual Builder Express Mode
• Oracle Fusion Cloud HCM and SCM: Extending Redwood Applications for HCM and SCM Using Visual Builder Studio

Access Requirements

To extend application pages using Visual Builder Studio, you must be assigned a configured job role that contains this privilege:

• Administer Sandbox (FND_ADMINISTER_SANDBOX_PRIV)

This privilege was available prior to this update.

Maintenance

Create Maintenance Work Orders for Assets Across Organizations

Create maintenance work orders across organizations beyond organization relationships. You can do this with the new Consider Organization Relationships When Creating Maintenance Work Orders maintenance parameter.

To use the parameter, you need to:

• Set a value to the parameter on the Manage Asset Maintenance Parameters page
• Create maintenance work orders across organizations

Set a Value to the Consider Organization Relationships When Creating Maintenance Work Orders Parameter

This parameter is available in the Additional Parameters tab of the Manage Asset Maintenance Parameters page in the Setup and Maintenance work area.

By default, Consider Organization Relationships When Creating Maintenance Work Orders is set to Yes. Change the parameter value to No to create maintenance work orders across organizations.

The following screenshot shows the options you can select for the Consider Organization Relationships When Creating Maintenance Work Orders parameter:

The Manage Asset Maintenance Parameters Page

Create Maintenance Work Orders Across Organizations

After setting the parameter to No, you can create maintenance work orders across maintenance organizations with associated asset items. On the Create Maintenance Work Order page, search for assets. You see the Search and Select: Asset page. On this page, select an operating organization to which items are associated and click Search. You see assets that are associated with work orders across maintenance organizations.

Here's a screenshot of the Asset Search and Select page highlighting the Operating Organization field and a new column, Maintenance Organization, shown in the search results.

The Asset Search and Select Popup Highlighting the Operating Organization and Maintenance Organization Fields

Using the Consider Organization Relationships When Creating Maintenance Work Orders parameter, you can search for assets beyond the organization relationships while creating maintenance work orders.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 24D

Here's how you set the parameter:

1. Navigate to the Setup and Maintenance work area:

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Maintenance Management
• Task: Manage Asset Maintenance Parameters

2. On the Manage Asset Maintenance Parameters page, click the Additional Parameters tab.
3. Set the Consider Organization Relationships When Creating Maintenance Work Orders value to No.
4. Save the changes.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Asset Maintenance Parameters (MNT_MANAGE_ASSET_MAINTENANCE_PARAMETERS_PRIV)

These privileges were available prior to this update.

Cascade Operating Organization for Child Assets During Transfers

Cascade a parent asset's operating organization to its child assets within a physical hierarchy to ensure that they are in sync. This is done using an internal database column, Validation Organization. When you change the operating organization of a parent asset, the changed organization is copied to the Validation Organization column internally in the database. It's then cascaded down to all the child assets within the physical hierarchy after you run the Synchronize Item Control Attributes to Assets scheduled process.

The following screenshot shows the physical hierarchy of an asset that reflects the same operating organization across all its child assets:

The Asset Hierarchy Tab on the Edit Asset Page Shows the Operating Organization Reflecting on All Assets in the Hierarchy

Any change made to the operating organization of a parent asset reflects in its child assets within the physical asset hierarchy. This ensures that the asset information is up-to-date and accurate.

Steps to Enable

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

Tips And Considerations

Before you apply this update, run the Synchronize Item Control Attributes to Assets scheduled process. The scheduled process copies the operating organization of a parent asset into the Validation Organization column of the database and then cascades it down to its child assets.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

These privileges were available prior to this update.

Enhance Maintenance Management OTBI Subject Areas for Supplier Warranty, Equipment Qualification, and Maintenance Program

Oracle Transactional Business Intelligence (OTBI) offers real-time self-service reporting directly from Oracle Fusion Cloud Maintenance. Here's the list of updates to the OTBI subject areas and dimension folders:

• Subject Area: Maintenance Management - Work Requirement Real Time
  • Update by Dimension Folder
    • The Work Requirement Details folder includes these attributes:
      • Asset Historical Service Date
      • Asset Historical Service Interval
      • Assets Included Option
      • Day Based
      • Forecast Window in Days
      • Number of Days
      • Work Order Window in Days
      • Work Order Priority
      • Work Order Firm
      • Work Order Status
      • Work Order Create Option
      • Work Requirement Next Due By
      • Work Requirement Reference
      • Affected Assets
        • Asset Historical Service Date
        • Asset Historical Service Interval
        • Asset Start Date
        • Work Order Create Option
      • Work Definition Due Details
        • Work Definition Due at Interval
        • Work Definition Repeats at Interval
        • Disabled
    • The Maintenance Program folder includes these attributes:
      • Forecast Window in Days
      • Global Assets Option
      • Generate Work Order Request in Process
      • Last Generate Forecast Request ID
      • Last Generate Work Order Request ID
      • Maintenance Program Reference
      • Maintenance Program Subtype
      • Maintenance Program Type
      • Work Order Window in Days
      • Work Order Start Time
      • Work Order Timezone
    • Meter:
      • Base Interval
      • Meter Next Due By
      • Disabled

• Subject Area: Maintenance Management - Forecast Real Time
  • Update by Dimension Folder
    • The Work Requirement Details folder includes these attributes:
      • Asset Historical Service Date
      • Asset Historical Service Interval
      • Assets Included Option
      • Day Based
      • Forecast Window in Days
      • Number of Days
      • Work Order Window in Days
      • Work Order Priority
      • Work Order Firm
      • Work Order Status
      • Work Order Create Option
      • Work Requirement Next Due By
      • Work Requirement Reference
      • Affected Assets
        • Asset Historical Service Date
        • Asset Historical Service Interval
        • Asset Start Date
        • Work Order Create Option
      • Work Definition Due Details
        • Work Definition Due at Interval
        • Work Definition Repeats at Interval
        • Disabled
    • The Maintenance Program folder includes these attributes:
      • Forecast Window in Days
      • Global Assets Option
      • Generate Work Order Request in Process
      • Last Generate Forecast Request ID
      • Last Generate Work Order Request ID
      • Maintenance Program Reference
      • Maintenance Program Subtype
      • Maintenance Program Type
      • Work Order Window in Days
      • Work Order Start Time
      • Work Order Timezone

• Subject Area: Supplier Warranty - Asset Real Time
  • Update by Dimension Folder
    • The Claim folder includes these attributes:
      • Claim ID
      • Claim Number
      • Claim Type
      • Manually Created
      • Object Type
      • Object ID
      • Warranty Provider ID
      • Claim Date
      • Claim Status
      • Submit By Date
      • Claim Amount
      • Claim Amount Currency Code
      • Claim Notes
      • Reimbursement Reference
      • Assigned To Person ID
      • Reason For Repair Code
      • Provider Labor Rate
      • Match To TXN
      • Material Amount Total
      • Equipment Amount Total
      • Labor Amount Total
      • Standard Labor Amount
      • Other Amount
      • Claim Adjustment Amount
      • Currency Conversion Type
      • Currency Conversion Rate
      • Reimbursement Amount
      • Reimbursement Type
      • Resolution Date
      • Active End Date
      • Currency Code
      • Corp Currency Code
      • Curcy Conv Rate Type
    • The Person Details folder includes these attributes:
      • Business Unit
      • Department
      • First Name
      • Last Name
      • Middle Name
      • Name
      • Party ID
      • Person Number
      • Person Type
      • Primary Email
      • Primary Phone
      • Registry ID
    • The Entitlements folder includes these attributes:
      • Entitlement ID
      • Claim ID
      • Entitlement Number
      • Entitlement Date
      • Entitlement Type
      • Organization ID
      • Contract ID
      • Asset ID
      • Entitlement Description
      • Manually Created
      • Warranty Entitled
      • Cost Transaction ID
      • Work Order ID
      • WO Operation ID
      • WO Operation Resource ID
      • WO Operation Material ID
      • Transaction Code
      • Work Accomplished Code
      • Reason for Repair Code
      • Reimbursement Qty
      • Reimbursement Qty UOM Code
      • Reimbursement Unit Cost
      • Reimbursement Total Cost
      • Reimbursement Currency Code
      • Entitlement Notes
      • External Reference Number
      • Currency Code
      • Corp Currency Code
      • Curcy Conv Rate Type
    • Claim Detail: Standard set of attributes
    • Entitlement Detail:  Standard set of attributes
    • Time - Claim Date:  Standard set of attributes
    • Time - Entitlement Date:  Standard set of attributes

• Subject Area: Maintenance Management - Asset Equipment Qualification
  • Update by Dimension Folder: A new Maintenance Management subject area is added to support asset equipment qualification:
    • Time - Qualified Date
    • Product
    • Inventory Organization
    • Work Order
    • Work Definition
    • Work Order Operations
    • Work Order Operation Resource
    • Resource Instance
    • Asset Details
    • Maintenance Program
    • Qualification Inspection Event Dispositions
    • Qualification Sample Results
    • Qualification Characteristics
    • Qualification Inspection Specifications
    • Qualification Samples
    • Qualification Inspection Events
    • Qualification Inspection Plan
    • Maintenance Equipment Requirement Inspection Plans
    • Maintenance Equipment Qualification Requirements
    • Maintenance Equipment Qualification Requirements Profile
    • Asset Qualification
    • Asset Qualification Details

Using OTBI, you can make better decisions based on real-time transactional information. In this update, you can use the enhanced subject areas to generate reports and queries depending on your needs.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

These privileges were available prior to this update.

Set the Rules for Failure Capture

Capturing asset failures, failure causes, and resolution helps organizations measure and analyze asset reliability and availability, which also helps assess maintenance effectiveness and efficiency. As part of the manage maintenance work order and the maintenance dispatch list, you can create a failure event and report a failure instance that records the failure code, cause code, resolution code, failed component, and asset number.

You can now manage asset failure, cause, and resolution data when completing a maintenance work order. For this, you create a new failure set association on the Failure Set Details page of the Maintenance setup.

On the Failure Set Details page, you can select any of these options:

1. Failure Capture Required - Yes: When you select Yes, your users must capture asset failure before completing a work order that's associated with a relevant item, item category, or asset.

2. Failure Capture Required - No: When you select No, it's optional for your users to capture asset failure before completing a work order that's associated with a relevant item, item category, or asset.

3. Failure Capture Required: Corrective Work Only: When you select this option, your users must capture asset failure before completing a Corrective work order that's associated with a relevant item, item category, or asset. Failure capture is optional for a Preventive work order with a similar association. For instance, if an asset is associated with a Preventive work order, a user can complete the work order without entering the failure data. But, if the same asset is associated with a Corrective work order, the user will need to enter the capture the failure data.

Here's a screenshot of the Failure Set Details page that highlights Failure Capture options you can select when creating a new association:

Screenshot of the Failure Set Details Page that Highlights Failure Capture Options You Can Select When Creating a New Association

You can determine when a failure capture is required at a work order completion.

Steps to Enable

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

Key Resources

• See the Failure Capture for Work Order Assets topic in the Using Maintenance guide for more details.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Failure Sets Using User Interface (MNT_MANAGE_FAILURE_SET)
• View Failure Sets Using User Interface (MNT_VIEW_FAILURE_SET)
• Manage Maintenance Management Work Area (MNT_MANAGE_MAINTENANCE_MANAGEMENT_WORK_AREA_PRIV

These privileges are available prior to this update.

Manage Supplier Warranty Coverages Using File-Based Data Import

Oracle Fusion Cloud Maintenance provides an integrated asset supplier warranty solution for enterprise assets. You start here with defining warranty coverage templates. You can reuse the templates to model and translate the warranty terms that are extended by a warranty provider. The coverage defines the terms from the purchase of an asset or through the continued support of an existing asset through an extended warranty period.

In this release, you can create, update, and delete warranty coverage using a file-based data import (FBDI) process, Import Warranty Coverages.

The FBDI template provides tabs to define warranty coverage, covered items, meters, and repair transaction codes. The template includes detailed column descriptions and sample data for common use cases.

Now, users can incrementally define and update a warranty coverage, until the coverage is used to create its first asset contract or if the coverage has reached its end date.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management

Download and review the latest Manage Supplier Warranty Coverages import template in the File-Based Data Import for Oracle Supply Chain Management Cloud guide available on the Oracle Help Center. To import data using the template, follow the instructions in the Load Data into Tables topic.

Tips And Considerations

Here are a few tips when you create, update, or delete a warranty coverage:

• Create Warranty Coverage Header: You can create a header if you know the duration and units of measure. However, it's a good practice to create a complete coverage that includes terms and conditions, applicable items and meters, and repair transaction codes.

• Update Warranty Coverage: You can update a warranty coverage, including child resources, if the coverage has an asset contract or has reached its end date.

• Delete a Warranty Coverage: You can delete a warranty coverage and its child resources only if it has an asset contract or has reached its end date.

Perform Additional Functionalities in the Material Transaction User Interface

This update includes several enhancements to the component returns during material transactions, the edit page of operational items of work order material, and plain items. Let’s see each of these in detail.

Enhancements to Component Returns During Material Transactions

You can return asset-tracked components, full-lot components, full plain asset-tracked components, non-serialized – non-asset tracked items, and predefined serial components from the hierarchy. Here are the details of each enhancement:

1. Return asset tracked components from the hierarchy with material demand: Before this update, if you had a work order operation with a material demand for the same item, you had to perform a material issue first before returning the component from the hierarchy. However, in some cases, you may need to return the component first and then issue it back to the hierarchy. In this update, you can complete a single return transaction with the same material demand without having to issue the material first.

You can return material from these two user interfaces:

• The Material Transactions Page: The material return capability is backported to 23D, so you can use it from 23D update onwards.
• The Edit Operation Items Page: The material return capability is available from 24B update onwards from this user interface.

2. Return a full lot component from the hierarchy: You can return a full lot component from the hierarchy report during the material transaction. This allows sync between the quantity in the Manage Asset page with that of the Inventory On-Hand quantity.

3. Return full plain asset-tracked component from the hierarchy: Plain items refer to those that are neither serial nor lot-controlled. In this update, a Replace check box is introduced at the row level. When you select this check box it indicates that the plain item quantity installed on the hierarchy has to be replaced during the return transaction. If this check box isn't selected, it indicates that the full quantity of plain components continue to remain in the hierarchy.

4. Return non-serialized, non-asset tracked items from the hierarchy with a quantity higher than one: You can return more than one never-issued, non-asset-tracked components that happen to be lot-controlled and plain items. You can use the To Transact drop down or directly enter the quantity you want to return.

5. Return predefined serial components: You can return predefined serial components to inventory from the Manage Material Transaction page. The application shows those serial numbers as set to the Defined and Not in Use status in inventory.

Enhancement to Edit Operation Items of Work Order Material Based on the Transaction Type of the Material Transaction History

In the Edit Operation Item page, you see material transactions on the work order execution. The values of these attributes are updated based on material demand and transactions are handled in the back end.

This enhancement includes the following changes:

• Your changes to miscellaneous receipt and miscellaneous issue transaction types from the back end won’t affect the material demand. Therefore, the Edit Operation Items page won’t change the status of material demand on its user interface.  

• The Include in planning check box values are derived based on the material demand. If the work order operation doesn't have a material demand, the Include in planning check box is set as unselected. 

• Inventory-on-hand adjustments will be based on back-and-forth material transactions. 

Here’s a screenshot of the Edit Operation Items of Manage Work Order page that shows the Include in planning check box:

The Edit Operation Items Page

Enhancements to Plain Items

When updating inventory, the application can’t differentiate between components that are issued or returned due to the merging of on-hand quantities in the same sub inventory and locator. For instance, let's say you have 10 plain items installed on the hierarchy and 10 on-hand quantity in inventory. If you issue 5 to the hierarchy, then you will have 5 in inventory and 15 in the hierarchy, panels of 5 and 10 each. Later, if you return 10 from the hierarchy, the on-hand quantity becomes 15. In this scenario, the application won’t know which components were returned as excess from those that were added to the inventory for the first time.

To address this issue, a new Replace check box is added to the Report Material Transaction page. This is similar to the use case where the same component or a different component is transacted to the hierarchy and back to inventory. The Replace check box works in conjunction with the return transaction type and allows a user to control whether the return transactions are meant to replace the component. When the check box is left blank, it means that the previously issued component is returned (excess component). On the other hand, if the check box is selected, the return component replaces the existing one. Selecting the Replace check box will update the existing panel quantities on the hierarchy, whereas leaving the check box blank won’t.

The following screenshot shows the Replace check box in the Material Transaction page:

The Screenshot of the Material Transactions Page

This feature gives you improvements to:

• Material transactions for lot-controlled items.

• The Material Transaction user interface that's streamlined to perform transactions with plain items, using the new Replace check box at the row level.

• The Material Demand hide-and-show region on the Edit Operation Items user interface. The material demand is updated based on the transaction performed in the back end.

• Component transactions by setting up predefined serial numbers with statuses such as Defined or Not in use.

Steps to Enable

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

Key Resources

• See the How You Report a Material Transaction topic in the Using Maintenance guide for more details.

Access Requirements

Users who have a configured job role that contains the following privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

These privileges are available prior to this update.

Default the Subinventory for Work Order Part Returns

Before this update, serviceable components and unserviceable components were all placed in the same location during material transactions. Usually, a returned component is considered unserviceable. However, before they're as a scrap, you inspect them to see if they can be restored. In this update, you can default the subinventory and locator to return your defective components. You can do this using the new fields, Material Review Board Subinventory and Material Review Board Locator available on the Maintenance tab of the Manage Plant Parameters page. Here, you select a subinventory and locator to allocate your defective components as part of your return flow. This is an optional setup. If you don't set a subinventory and locator for defective components, the application will use the default subinventory and locator.

The following screenshot shows the new fields, Material Review Board Subinventory and Material Review Board Locator on the Manage Plant Parameters page:

The Maintenance Tab on the Manage Plant Parameters Page

Here's a screenshot of the Report Material Transactions page that shows the subinventory and locator you have set separately for defective components:

The Report Material Transactions Page

You can opt in to select a default subinventory for returning your defective components out of the hierarchy.

Steps to Enable

Here's how you set the parameter:

1. Navigate to the Setup and Maintenance work area:

• Offering: Manufacturing and Supply Chain Materials Management
• Functional Area: Maintenance Management
• Task: Manage Plant Parameters

2. On the Manage Asset Maintenance Parameters page, Maintenance tab,set up your default subinventory and locator.

3. Save your changes.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)

These privileges were available prior to this update.

Redwood Experience

These features were built in Redwood, Oracle’s next-generation user experience. Redwood brings state-of-the-art, consumer-grade user experiences across devices to the sophisticated enterprise scenarios that Oracle enables.

Manage Asset Group Rules Using a Redwood Page

Use the new Asset Group Rules Redwood page to create, edit, and delete group rules. However, you need to continue to use the existing Manage Asset Groups page to define group rules.

Asset group rules are used to group assets based on certain attributes. For example, you can group your assets based on the usage, item, customer, model, or location of the assets. The attributes are grouped based on three subscription criteria:

• Usage
• Order entry
• Customer asset status

The following screenshot shows the Asset Group Rules Redwood page displaying the Manage Groups, Edit, and Delete actions you can do on the asset group rules:

The Asset Group Rules Redwood Page

Redwood pages are built using a responsive design. The new Asset Group Rules Redwood page enables you to manage asset group rules not only from a desktop or a laptop but also from devices such as tablets and smartphones. The extensibility to other devices comes with some extra development effort.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 24C

Follow these steps to enable or disable this feature:

1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.   

2. On the Manage Administrator Profile Values page, search for and select the ORA_CSE_GROUP_RULES_REDWOOD_ENABLED profile option code.   

3. In the Profile Values section, set the Site level to Y or N. The default value is N.       

• Y = enables the feature  
• N = disables the feature   

4. Click Save and Close. Changes in the profile value will affect users the next time they sign in.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)
• Manage Asset Groups by Service (CSE_MANAGE_ASSET_GROUP_BY_SERVICE_PRIV)
• Manage Asset Group Rules by Service (CSE_MANAGE_ASSET_GROUP_RULES_BY_SERVICE_PRIV)

These privileges were available prior to this update.

Manage Condition Event Codes Using a Redwood Page

Manage condition event codes using a new Redwood page. Condition event codes are optionally defined for use across maintenance task flows. Examples of maintenance task flows include:

• Maintenance program 
• Work requirement 
• Maintenance work
• Supplier warranty coverages and contracts

The new Condition Events Redwood page shows all the active and inactive condition events along with their code, name, description, and type.

On this Redwood page, you can create, edit, and deactivate condition event codes. All the fields except the condition event code, which is a unique identifier, are editable. After you create a condition event code, it's automatically synchronized with IoT using a REST service.

Here's a screenshot of the Condition Events Redwood page that shows the types of condition event codes you can select. They're Diagnostic code, Failure code, Cause code, Resolution code, Transaction Code, Reason for repair code, and Work accomplished code.

The Condition Events Redwood Page Shows Types of Condition Event CodesA

Redwood pages are built using a responsive design. The Condition Events Redwood page enables you to manage condition events not only from a desktop or a laptop but also from devices such as tablets and smartphones. The extensibility to other devices comes with some extra development effort.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management

Follow these steps to enable or disable this feature:

1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.

2. On the Manage Administrator Profile Values page, search for and select the ORA_CSE_CONDITION_EVENT_REDWOOD_ENABLED profile option code.

3. In the Profile Values section, set the Site level to Y or N. The default value is N.

• Y = enables the feature
• N = disables the feature

4. Click Save and Close. Changes in the profile value will affect users the next time they sign in.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Assets (CSI_MANAGE_CUSTOMER_ASSETS_PRIV)
• Manage Maintainable Assets (MNT_MANAGE_MAINTAINABLE_ASSETS_PRIV)
• Manage Condition Event Codes (MNT_MANAGE_CONDITION_EVENT_CODES_PRIV)

These privileges were available prior to this update.

Service Logistics

Extend Charges Posting Rules

You can define processing rules that govern the posting of charges in Service Logistics. This new feature implements business-specific custom rules before posting charges. You can choose to execute only the custom rules or a combination of both custom rules and the rules you define using the Auto Processing Rules UI. 

Once enabled, this is how it works:

• Custom rules processing works only when a user clicks Post Charges and Close in one of the Service Logistics UIs.

• If the feature is enabled, and the users who post charges have the Post Charges with Rule Check privilege, then the charges posting process updates the debrief header status to Pending and publishes the Debrief Header Updated event.

• Since there is no rule check for users with the Post Charges with Rule Check privilege, the event is not raised.

• Once the event is published, the charges posting process stops further processing and exits successfully. 

• This feature uses the event subscription model. Define an integration in the Oracle Integration Cloud to execute your custom rule processing. This integration executes upon receiving the Debrief Header Updated event. If the custom rule checking fails, the integration calls the Update one debrief REST API to update the debrief header status to Needs Review. If the custom rule check passes, the integration submits the Auto Process Debrief Charges ESS job with the debrief header ID and POSTCHARGESCUSTOM as arguments.

• The Auto Process Debrief Charges ESS job executes rules defined using the Auto-Processing Rules UI, if such rules exist. If some rules fail, the debrief header and lines are set to the Needs Review status. If the rule check succeeds, the charges are posted.

You now have a flexible way to define automatic charge posting rules that comply with your company's specific business rules.

Steps to Enable

• If you want to use the Extend Charges Posting Rules feature, then you must opt in to its parent feature: Automatically Post Charges. If you've already opted in to this parent feature, then you don't have to opt in again.

• Set the value of the profile Enables Custom Rule Processing when posting charges  to Yes.

• Define a custom integration in Oracle Integration Cloud to invoke when the event Debrief Header Updated is raised.

Key Resources

• To opt in to the Automatically Post Charges feature and to set up automatic processing rules for charges, see Set Up Charges Posting in Getting Started with Service Logistics Implementation.

•  Check out the Integrating Service Logistics with Field Service Guide for more details on  Service Logistics Integrations.

• To understand how the debrief integration works, see Understand How the Integration Works in Integrating Service Logistics with Field Service.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Post Charges (RCL_POST_CHARGES)
• Post Charges with Rule Check (RCL_POST_CHARGES_RULE_CHECK)

Capture Service Address to Calculate Taxes for Field Service

The Redwood Edit Work Order Charges page now captures the service address in the debrief header.  The service address defaults from the associated service work order, but you can select any one of the customer's ship-to addresses to use as the service address.  Service Logistics uses the service address to calculate sales taxes when pricing field service charges, so changing the service address results in repricing of the charge lines.  When you post the charge lines, the sales order ship-to address is populated with this service address so that Accounts Receivable can accurately re-calculate the sales taxes.  Charge lines are also repriced when the asset on debrief headers is updated as it may have a different subscription coverage.

Edit Work Order Charges Page with Service Address

This improved accuracy in the calculation of sales taxes results in a reduction of tax errors and customer disputes.

Steps to Enable

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

Access Requirements

The following privileges are needed to access the Redwood Manage Charges UI.

• Users who are assigned a configured job role that contains these privileges can access this feature:
  • Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
  • Access to Work Order Charges Header for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_PRIV)
  • Access Work Order Charges Search Page (RCL_WORK_ORDER_CHARGES_PRIV)

These privileges were available prior to this update.

Redwood Experience

These features were built in Redwood, Oracle’s next-generation user experience. Redwood brings state-of-the-art, consumer-grade user experiences across devices to the sophisticated enterprise scenarios that Oracle enables.

Improve Usability with the New Redwood Search for Field Parts Inventory

Using the Field Parts Inventory search page, you can search for available, on-hand quantities of inventory associated with different types of stocking locations, such as manned, unmanned, site-dedicated, and technician trunk stock locations. You can also now easily view the serial numbers for serial-controlled items from this page. Perform your inventory search by entering different search attributes, such as organization, subinventory, item, or technician.

The Actions column and buttons are placeholders for future transaction actions.

Field Parts Inventory Search Page

Serial Number Page

Use the Field Parts Inventory Redwood page to quickly and intuitively perform searches for inventory in different stocking locations.

Steps to Enable

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

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Field Parts Inventory Search for Administrator (RCL_ADMIN_FIELD_PARTS_INV_SEARCH_PRIV)
• Access Field Parts Inventory Search for Technician (RCL_FSTECH_FIELD_PARTS_INV_SEARCH_PRIV)

These privileges are new in this update.