Update 20C

Revision History

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

Date	Product	Feature	Notes
19 JUN 2020			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. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

Give Us Feedback

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

Optional Uptake of New Features (Opt In)

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 Offering Configuration.

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

Project-Driven Supply Chain

Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Project Management Cloud applications.  This solution is designed to support various business processes of manufacturing and asset-intensive companies.

You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.

In this update, the Project-Driven Supply Chain solution includes these features:

• Plan Project-Specific Supply
• Purchase Unplanned Material for Project-Specific Manufacturing Work Order
• Purchase Unplanned Material for Project-Specific Maintenance Work Order
• Purchase Goods and Services for Project-Specific Manufacturing and Maintenance Work Orders
• Cost Account Direct Material Procurement on Project for Manufacturing
• Cost Account Direct Material Procurement on Project for Maintenance

The Project-Driven Supply Chain feature in Oracle Manufacturing Cloud is described in this document.

Purchase Unplanned Material for a Project-Specific Manufacturing Work Order

Shop and create requisitions for unplanned items required for a project-based manufacturing work order. Navigate to Self Service Procurement to make purchases, by referencing the work order from the requisition line as shown below:

Enter Requisition Line for a Project-Specific Manufacturing Work Order

Seamless process automation between the Manufacturing and Self-Service Procurement applications ensures cost-efficient and timely procurement of unplanned items that may not be held in stock or if the item is intended to be a one-off purchase.

When you associate a manufacturing work order on the requisition, the work order project and the task automatically display in the purchase requisition’s distribution. A purchase order is created referencing the work order and the project details from the requisition. The purchase order is delivered to the work order destination, consumed, and costed in the work order. The expenditure incurred is transferred to Oracle Project Portfolio Management. Using the feature, you can expedite the procurement of unplanned materials for work orders and also capture material costs for the specific project and task.

Watch a Demo

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

Feature: Project-Driven Supply Chain

After you opt in, you must perform additional steps to enable project-driven supply chain. For instructions, refer to the Steps to Enable section in the Segregate and Manage Project-Specific Inventory feature, available in the Oracle Inventory Management Cloud What's New, update 20A.

If you previously opted in to the Project-Driven Supply Chain feature, you're not required to opt in and perform initial setup again.

Tips And Considerations

When you create requisitions for work order destination type with project-specific work orders, the project and task in the requisition line distribution must match the project and task of the work order.

If your business requires identifying expenditures for unplanned manufacturing material purchases, you can define specific expenditure types and associate them while creating requisitions to the procure items for project-specific manufacturing work orders. The expenditure types must belong to Inventory and Supplier Invoices expenditure classes.

Key Resources

• Watch Purchase Unplanned Material for a Project-Specific Manufacturing Work Order Readiness Training

For more information on this feature, refer to the following guides, available on the Oracle Help Center:

• Oracle Supply Chain Management Cloud:Implementing Manufacturing and Supply Chain Materials Management
• Oracle Supply Chain Management Cloud: Using Manufacturing

Role Information

Users with any of the following predefined job roles are automatically able to participate in the process to purchase unplanned material for a project-specific work order:

• Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
• Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
• Manufacturing Engineer (ORA_WIS_MANUFACTURING_ENGINEER_JOB)
• Production Supervisor (ORA_WIE_PRODUCTION_SUPERVISOR_JOB)
• Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
• Buyer (ORA_PO_BUYER_JOB)
• Warehouse Operator (ORA_INV_WAREHOUSE_OPERATOR_JOB)
• Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Cost Accountant (ORA_CST_COST_ACCOUNTANT)
• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

No new privileges were introduced to support this feature. To create requisitions for purchasing unplanned material for work orders, you must assign the “Manage Requisition of Items with Work Order Destination Type” privilege to the corresponding job role.

Manufacturing

Search for Work Definition Operation Items Based on Assignment Status Using ADFdi

Currently a manufacturing engineer can search for work definition operation items for standard items in the Application Development Framework Desktop Integration (ADFdi) spreadsheet. The search results return all of the item structure components and operation items, effective within the start and end dates of the work definition version, with no ability to filter based on whether they are assigned or unassigned to operations.

With this update, you can now search for discrete manufacturing work definition operation items for standard items, and restrict the search results based on the completeness of assignments between item structure components and operations. The assignment status search filter can identify if the assignments of all of the first level components are complete, incomplete, or a combination of both statuses.

Searching for work definition operation items based on their assignment status in ADFdi allows you to quickly identify the unassigned components, and then assign them to operations. This enhanced search helps facilitate change management scenarios to verify the completeness of work definitions for accurate work order creation, costing, and planning.

Here's a screenshot of the Operation Items - Standard worksheet in which a new Assignment Status search field is available with 3 options:

Search Field Assignment Status in ADFdi

Watch a Demo

Steps to Enable

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

Tips And Considerations

The operation sequence column will have a value for a Complete operation item assignment and will be blank for an Incomplete operation item assignment. If the quantity of a component is partially assigned, then the quantity that is assigned is considered Complete, and the quantity that is not assigned is considered Incomplete.

Operation Sequence search field has been added to the Work Definitions and Operations worksheet and Operation Resources worksheet to be consistent with the other worksheets in the ADFdi spreadsheet.

Key Resources

• Watch Search for Work Definition Operation Items Based on Assignment Status Using ADFdi Readiness Training

Role Information

• Privilege Name and Code:
  • Manage Work Definitions (WIS_MANAGE_WORK_DEFINITIONS_PRIV)

• Job Role Name and Code:
  • Manufacturing Engineer (ORA_WIS_MANUFACTURING_ENGINEER_JOB)

Quality Management

Access Inspection Results Attachments in Oracle Transactional Business Intelligence

To facilitate failure analysis and root cause analysis, quality engineers and analysts need access to all of the documentation captured by the inspector. You can use the Inspection Results Real Time subject area in Oracle Transactional Business Intelligence (OTBI) to create and view ad-hoc reports and analyses for inspections, including attachments at the inspection result level. Viewing the inspection results attachments in OTBI can help provide a more complete view of the quality performance of your products, processes, and suppliers as part of a closed-loop quality management system.

A new Sample Results Attachments dimension has been added to the Inspection Results Real Time subject area.

Sample Results Attachments Dimension

You can include data from the Sample Results Attachments dimension in your reports, including the display of images.

Report Including Image Attached to an Inspection Result

Watch a Demo

Steps to Enable

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

Tips And Considerations

• Any attachment file that you add at the inspection result level must be marked as “Shared” if you want to view or print it in Oracle Transactional Business Intelligence.

• You must be allowed to view all of the types of attachments that you need access to in Oracle Transactional Business Intelligence setup.

Key Resources

• Watch Quality Inspection Attachment Enhancements Readiness Training

Role Information

To use this feature, the following role is required:

• Job Role Name and Code:
  • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)

Audit Affected Objects and Relationships of Quality Issues and Actions

Quality control systems for regulated industries require a proper audit trail for any changes made to a quality issue or quality action. The audit report captures the change history for each quality issue and action, promotes accountability, enables traceability, and provides adherence to regulatory compliance across quality transactions.

With this update, you can set up your audit report to track changes made to affected objects and relationships, in addition to the attribute and attachment changes that were previously enabled. Every addition, update, or removal made through the user interface and through REST services can be captured in the audit report along with details of who performed each change and when.

You can access the audit report through the side panel.

Access Audit Report

Affected Object Entry in Audit Log

Watch a Demo

Steps to Enable

To use this feature, you must configure the attributes to be used in the audit trail: 

1. Navigate to the Manage Audit Policies task in the Setup and Maintenance work area.
2. Click the Configure Business Object Attributes button.
3. From the Product list, select Quality Issue and Action Management.
4. Within the Objects list, select Quality Issue: Quality Issue Affected Object and add the attributes that should be logged.
5. Do the same for Quality Action: Quality Action Affected Object.

Setup Task to Enable Affected Object and Related Object Audit Log

Tips And Considerations

You can access the audit reports through the Manage Audit Report user interface. Please see the Audit Lifecycle Feature: Audit Trail for an introduction of the audit framework.

Key Resources

• Watch Quality Issue and Action Management Approval Comments and Audits Readiness Training

Role Information

To use this feature, the following roles and privileges are required:

• Job Role Name and Code:
  • Application Administrator
  • Internal Auditor
  • Quality Analyst  (ORA_ENQ_QUALITY_ANALYST_JOB)
  • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

• Privilege Name and Code:
  • Manage Audit Policies (FND_MANAGE_AUDIT_POLICIES_PRIV)
  • Manage Audit Reports (FND_VIEW_AUDIT_HISTORY_PRIV)
  • Manage Audit Reports (ORA_FND_INTERNAL_AUDITOR_JOB)

Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions

Create and manage problem reports and corrective actions from the Quality Management work area, to leverage advanced workflow capabilities such as additional controls and group approvals.

With these capabilities, you can create new types of problem reports and corrective actions, and also create additional steps in the workflow to specify promotions, demotions, entry criteria, and exit criteria. Along with providing improvements to set up workflows to suit specific business needs, these changes also lead to more productive processes. The following screenshots illustrate this feature.

Here's how you can access problem reports and corrective actions from within Quality Management.

Create Menu Shows Problem Report and Corrective Action Options

The Manage Problem Reports and Corrective Actions page now provides a consistent interface with advanced search capabilities and the ability to create saved searches.

Manage Corrective Actions Page

Problem reports and corrective actions now have advanced workflow controls and group approvals.

Corrective Actions Workflow

You can now set up additional types of workflows for problem reports and corrective actions in the Setup and Maintenance work area.

Setting Up Advanced Workflow Controls and Group Approvals

The infolets on the Overview page help you easily gain access to favorites and recently visited problem reports or corrective actions.

Infolets for Problem Report and Corrective Action

You can navigate from the infolets to the Manage Problem Reports and Corrective Actions page.

Navigation from My Favorite Problem Reports

The Problem Reports and Corrective Actions are shown on the Item Quality tab in Product Development and Product Hub

Item Quality Tab in Product Development

Item Quality Tab in Product Hub

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: Product Management  No Longer Optional From: Update 21A

Tips And Considerations

Name of feature to opt-in is 'Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions'

Key Resources

• Watch Quality Issue and Action Management Approval Comments and Audits Readiness Training
• Secure Change Workflows with Additional Controls
• Validate Privileges of Change Order and New Item Request Assignees
• Restrict Creation of Change Types Based on User Roles

Role Information

To use this feature, the following roles are required.

• Job Role Name and Code:
  • Quality Analyst Job Role (ORA_ENQ_QUALITY_ANALYST_JOB)   
  • Manage Problem Report (ACA_MANAGE_PROBLEM_REPORT_PRIV) OR Manage Corrective Action (ACA_MANAGE_CORRECTIVE_ACTION_PRIV)
  • Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
  • Data Security Policy: Access the item change for table EGO_ENGINEERING_CHANGES_B for the item changes they have access to.

Manage Attachments for Quality Issues and Actions

Attachments provide supplemental information used to resolve a quality issue or quality action and can include a variety of files, URLs and types of images. Use the improved attachment framework to streamline the management of attachment artifacts for quality issues and quality actions.

You can now use the following additional capabilities:

• Add multiple file attachments in a single Add action
• Check in and check out attachments
• Manage attachment revisions
• View revision date history

In addition, you can use Direct Edit to edit attachment attributes such as Title, Description, Category, and so on.  You can also filter and sort attachments to quickly find a specific attachment.

View Attachment Revision Details

New Button to Open Direct Edit 

Direct Edit Dialog to Edit Attachment Attributes

Steps to Enable

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

Key Resources

• Watch Quality Issue and Action Management Approval Comments and Audits Readiness Training

Role Information

To use this feature, the following roles and privileges are required:

• Job Role Name and Code:
  • Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
  • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

Terminate and Restart Approval for Quality Issue and Quality Action Workflows

While the approval workflow of a quality or action is in progress, mandatory approvers may become unavailable or have changed responsibilities. You can now ensure that this does not interrupt the workflow, by removing such approvers and adding new users or roles in their place. 

The assignee of the quality issue or action can terminate the approval workflow, make the desired modifications to the list of approvers, and then restart the approval workflow by submitting it for approval or demoting it to a previous status. The Workflow Summary logs the termination and restart actions to maintain an audit trail for workflow status changes.

New Terminate Workflow Action in Actions Menu

Terminate Workflow Dialog Where Comments Are Set As Mandatory 

Restart Workflow Dialog Where Comments Are Set As Mandatory

Steps to Enable

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

Tips And Considerations

Only the assignee of the quality issue or action (approval submitter, if assignee is empty) can terminate the workflow.

Hint: After terminating a workflow, close and reopen the issue or action to see an updated status and take additional actions.

Key Resources

• Watch Quality Issue and Action Management Approval Comments and Audits Readiness Training

Role Information

To use this feature, the following roles and privileges are required:

• Job Role Name and Code:
  • Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
  • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

View Inspection Plan Attachments During Inspection

Inspectors need to access critical documentation to ensure consistent processes are followed during quality-related activities. For example, they may need to review specification drawings, test procedures, and work instructions to successfully perform inspection activities and subsequent actions, such as rework or repair.

Inspectors can now view any attachments added to:

• an inspection characteristic while specifying inspection plan specifications.
• the inspection plan header and inspection plan specifications while performing an inspection.

Additionally, inspectors can attach documents that provide evidence of results recorded to the inspection header and inspection result levels.

An attachments icon, along with the associated functionality, has been added at the inspection header level on the Inspections page.  Attachments at the result level are already supported.

Attachments During an Inspection

Giving you the ability to attach and view documents in various areas of the inspection plan during inspection helps ensure appropriate business processes are effectively communicated.

Watch a Demo

Steps to Enable

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

Tips And Considerations

The attachment type Repository File/Folder isn’t fully supported, so you should avoid using it.

Key Resources

• Watch Quality Inspection Attachment Enhancements Readiness Training

Role Information

To use this feature, the following roles are required:

• Job Role Name and Code:
  • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)
  • Receiving Agent (ORA_RCV_RECEIVING_AGENT)
  • Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)

View Supplier and Customer Details Using Contextual Icon

Quality issues and quality actions can record a supplier or customer name. To the team tasked with the quality event resolution, it becomes a challenge to identify the specific supplier or customer entity that requires focus.

Use the contextual information icon to open an information dialog where you can see more details about the customer and supplier. Details shown include Account Description, Account Number, Registry ID, D-U-N-S Number and Country for customers; and Supplier Number, Alternate Names, and D-U-N-S Number for suppliers.

With access to these additional customer and supplier details, you can improve responsiveness during quality issue and action resolution processes.

Contextual Information Icon

Customer Detail Information 

Supplier Detail Information

Steps to Enable

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

Key Resources

• Watch Quality Issue and Action Management Approval Comments and Audits Readiness Training

Role Information

To use this feature, the following roles and privileges are required:

• Job Role Name and Code:
  • Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
  • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)