Update 20B

Revision History

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

Date	Feature	Notes
02 SEP 2020	Other Purchasing Changes in This Update	Updated document. Added section.
22 JUN 2020	Associate a Master Contract with a Purchasing Document	Updated document. Revised feature description.
29 MAY 2020	Accept Complex Change Requests in Inbound Purchase Order Acknowledgments	Updated document. Delivered feature in update 20B.
01 APR 2020	Update Account, Budget Date, and Projects on Budgetary-Controlled Open Purchase Orders	Updated document. Included an additional tip to use the feature.
30 MAR 2020	View Additional Master Item Information in Shopping Flows	Updated document. Corrected role information.
30 MAR 2020	Other Changes in This Update	Updated document. Included details about removed/replaced features.
20 MAR 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 your own job roles, then you can use this information to add new privileges to those roles as needed.

Give Us Feedback

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

Optional Uptake of New Features (Opt In)

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:

Access the Opt In page from the New Features Work Area

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

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

Cross-Product Procurement Enhancements

Integrate and Extend Procurement Using REST Services

In this update, Oracle Procurement Cloud delivers new and modified REST APIs to enable and simplify integration with external systems.

New REST APIs introduced in this update are:

• Supplier Negotiations List of Values
• Supplier Initiatives

The following REST APIs are enhanced:

• Purchase Requisitions
  • GET, POST, and PATCH actions are supported for descriptive flexfields for purchase requisition headers and lines

• Draft Purchase Orders
  • POST is supported for those item master items that have an expense destination type

• Suppliers
  • POST, PATCH, and DELETE actions are supported for business classifications
  • POST and DELETE actions are supported for products and services
  • POST and PATCH actions are supported for descriptive flexfields and global descriptive flexfields for supplier sites
  • POST, PATCH, and DELETE actions are supported for attachments for suppliers, supplier sites, and business classifications

• Supplier Qualification Questions
  • Use the POST action to create a new question
  • Use the REVISE custom action to create a draft revision of an existing question
  • Use the PATCH action to update a question

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Procurement Cloud documentation, available on the Oracle Help Center.

Purchasing

Associate a Master Contract with a Purchasing Document

Associate a master contract with a purchase agreement. The master contract sets the overall terms and conditions between parties.

This screen capture illustrates the feature.

Associate Master Contract with a Purchasing Agreement

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: Procurement

Tips And Considerations

• You can associate new purchase agreements with master contracts when you author new purchase agreements online. In update 20B, you can make the association between purchase agreements and master contracts only. You can't associate purchase orders with master contracts until update 20C.

• If your instance includes the 20B May maintenance pack, then you can also associate  an active or open agreement with a master contract, or change the master contract reference.

• Only active enterprise contracts with buy intent for the primary party (supplier) and all parents of the primary party can be associated with a purchase agreement.

• The master contract must not have any lines as determined by the contract type.

• When you duplicate an agreement that has a master contract association, the master contract isn’t copied to the new agreement. However, you can manually enter the value.

• To include a master contract on either a PDF or electronic purchase agreement that you share with suppliers, you must modify the corresponding layout and mapping.
  • To know more about the layout modification, see Document Publishing and Communication in Oracle Fusion Purchasing white paper.
  • To know more about the mapping, see Configure Message Maps section in the Oracle Collaboration Messaging Framework Cloud listed under Oracle Supply Chain Collaboration and Visibility Cloud, What's New 17C.

• The master contract attribute isn't currently available for OTBI subject area analysis. However, you can build reports using Oracle BI Publisher.

Add New Approved Requisitions to Existing Open Purchase Orders

Add new approved purchase requisition lines to existing open purchase orders. You can now add a requisition line that doesn’t have sales or work order reference to an existing open purchase order instead of creating a separate purchase order for the requisition. When this feature was introduced in update 20A, requisition lines subject to budgetary control could only be added to existing open purchase orders if no projects were referenced on the requisition distribution. In this update, that restriction is lifted.

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: Procurement

Update Account, Budget Date, and Projects on Budgetary-Controlled Open Purchase Orders

Change account, budget date, and projects on open purchase orders, even if subject to budgetary control. The necessary funds checks and adjustments to funds reservations and encumbrance accounting when applicable are automatically handled based on the updated information. In 19D, you could make changes to account and budget date only if no projects were referenced on the purchase order distributions. In this update, that restriction is lifted.

Steps to Enable

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

Tips And Considerations

• The feature is applicable only for change orders created online.
• Updates to charge account, budget date, and projects are only allowed if there are no receiving or invoicing activities.
• You can edit accounts for distributions charged to a project only when the existing profile option, PJC_ALLOW_ACCOUNT_OVERRIDE (Account Updates Allowed on Project-Related Distributions), is enabled. You can find this profile option on the Manage Administrator Profile Values page in the Setup and Maintenance work area.

Accept Complex Change Requests in Inbound Purchase Order Acknowledgments

In addition to accepting and rejecting orders at the purchase order header level and the purchase order line level, the inbound purchase order acknowledgment document now accepts changes specified by the supplier. These changes include:

• Price
• Quantity
• Promised Ship Date
• Promised Delivery Date
• Partial Back Orders

A list of acknowledgment codes and values to identify these types of changes is defined in the XSL file, and you can define your own list of values to represent these codes by modifying them in the  XSL file.

Steps to Enable

In the Purchase Orders work area, you must set the Required Acknowledgment option on the purchase order to Document and Schedule to process your line changes.

Key Resources

• Configuring and Managing B2B Messaging for Oracle Applications Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need this role:

• Duty Role Name and Code
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR)

Other Purchasing Changes in This Update

This section includes details about an additional change in this update that can change the way Oracle Purchasing Cloud works.

Performance Improvements to Manage Buyer Assignment Rules Page

To address performance issues, the following two changes have been made to this page:

• Search results are not automatically displayed when you first navigate to the Manage Buyer Assignment Rules page in the Purchase Orders and Purchase Agreements work areas. You need to manually execute a search to see the assignments.
• When creating a rule based on commodity, the list of values will not automatically display all the commodities. You need to manually execute a search to see all the commodities.

Bug references: 31377906, 30813903

Self Service Procurement

View Additional Master Item Information in Shopping Flows

View Additional Master Item Information in Shopping Flows. As a Procurement Requester or Advanced Procurement Requester, you can view the basic item information, item image and can drill down to item specifications, relationships, associations, structures, and attachments that help you to make a more informed decision on the product to request.

In the Enter Requisition Line page, when you select an item and tab out, the item contextual action is displayed.

Item Contextual dialog box on the Enter Requisition Line Page

When you click the contextual action on the Item, the Item page opens that displays the basic information of the item. You can click the links on the page to see more details of the item.

Item Contextual dialog box on the Product Details Page

Steps to Enable

Use these steps to enable View Item Basic data access:

1. Login as Product Information Management administrator
2. Navigate to Setup and Maintenance and click on Search task.
3. Search for the Manage Item Classes task.
4. Search for the Item class in which the item is created.
5. Go to security tab.
6. Add a new row with Principal either 'Person'(Specific to some person) or Group(specific to Role eg: Procurement Requester, which will be applied to all the Requesters) and select the Organization (Organization in which the item is created).
7. Add 'View Item Basic' action for the above combination.
8. Click on Save and Close button

Add View Item Basic Data Access in the Item Class Security Tab

Role Information

• All users with the POR_MANAGE_REQUISITION_PRIV privilege have access to the item contextual action.

• By default, the Procurement Requester and Advanced Procurement Requester roles inherit these privileges, which enable them to access the item contextual action:
  • View Item - Allows access to the product dashboard.
  • View Item Association Organization - Allows access to view item organization assignments.
  • View Item Relationship - Allows access to view item relationships.  

• Data Security users have View Item Basic data security to access item details.

Enable Single Sign-On for the Mobile App

Enable the single sign-on authentication method for the mobile app. You no longer need to have separate login credentials for the mobile app. When you upgrade to version 3.0 of the mobile app, you can enable single sign-on on the Settings screen. After you enable the settings and open the app, your enterprise single sign-on page is displayed for authentication.

Settings

Steps to Enable

Toggle the Enable SSO button on the Settings screen.

Update Delivery Location in the Mobile App

Update the deliver-to location on individual lines on the cart, or you can choose to deliver all items to a single location by updating the deliver-to location on all lines in the shopping cart in one go.

When you add items to the cart, the deliver-to location from the requisition preferences is used as the default delivery location on each requisition line. Before 20B, as a mobile application user, you could see the delivery location information in the Deliver-To section of the cart in the read-only mode.

With the latest mobile app upgrade (version 3.0) and 20B cloud upgrade, you can now update the deliver-to location for a specific line. When you tap Location, the Location Search screen opens, where you can search and select the desired delivery location.

Additionally, you can use the Deliver all items to a single location action to update the delivery location for all lines of the cart simultaneously.

                                

Steps to Enable

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

Role Information

To access the mobile app:  

• Privilege Name and Code:
  • Create Requisition via Mobile App (POR_CREATE_REQUISITION_VIA_MOBILE_APP_PRIV)

• Duty Role Name and Code:
  • Requisition Self Service Mobile User Duty (ORA_POR_REQUISITION_SELF_SERVICE_MOBILE_USER_DUTY)

To access locations:

• Privilege Name and Code:
  • Use REST Service - Locations List of Values (ORA_PER_REST_SERVICE_ACCESS_LOCATIONS_LOV)

• Duty Role Name and Code:
  • Requisition Self Service Mobile User Duty (ORA_POR_REQUISITION_SELF_SERVICE_MOBILE_USER_DUTY_HCM)

To change deliver-to locations: 

• Privilege Name and Code:
  • Create Requisition with Changes to Deliver-to Location (POR_CREATE_REQUISITION_CHANGE_DELIVER_TO_LOCATION_PRIV)

• Abstract Role Name and Code:
  • Procurement Requester (ORA_POR_PROCUREMENT_REQUESTER_ABSTRACT)

Troubleshoot Requisition Approval Issues Using Diagnostic Report

Troubleshoot requisition approval issues using a new diagnostic report titled Requisition Approval – Validate. You can execute the report for a requisition to validate if the generated approval hierarchy adheres to approval rules. The report helps to troubleshoot issues related to the generated approval hierarchy.

The manual process, which increases in complexity with more number of rules, to troubleshoot requisition approval comprise these steps:

• Check all the rules defined for all participants
• Evaluate rule conditions against requisition values to find out eligible rules
• Derive the approver hierarchy

You can now use a new diagnostic test, created using the Oracle Diagnostics Framework, to troubleshoot requisition approval issues.

Diagnostic Test Name: Requisition Approval - Validate

Input Parameters: Requisition Number

The generated report provides this information:

• List of enabled participants for which all enabled rules evaluated to Fail
• List of participants with no rules defined
• List of enabled rules with Auto-Reject action
• List of enabled rules that evaluated to Pass
• List of enabled rules with invalid rule conditions
• Details of all approval rules

You can inspect the data to troubleshoot the causes of failure. For example, why a specific approver didn’t receive the approval notification for a given requisition.

Steps to Enable

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

Key Resources

• To know more about how to run diagnostic reports, see How to Run Procurement Diagnostic Script in Fusion Applications? 

Role Information

• Users with the Business Flow Troubleshooting role can run diagnostic tests.

Capture Work Order Details Automatically on a Requisition Line

Capture work order details automatically on a requisition line when you navigate from the Maintenance Management work area to the Purchase Requisitions work area to shop items or services for the work order. As a maintenance manager, now you don't have to manually select the work order details such as destination type, work order number, and operation sequence every time you shop for a new item or service for the work order.

This illustration explains the changes in the process flow to capture work order details automatically on a requisition line.

CREATE REQUISITION DIALOG BOX

Now you can set the default work order values in the Create Requisition dialog box that opens before you navigate from the Maintenance Management work area to the Purchase Requisitions work area.

Create Requisition Dialog Box    

SELF SERVICE PROCUREMENT > REQUISITION PREFERENCES

When you navigate from the maintenance work order, the Requisition Preference page displays these additional attributes: Destination Type, Work Order Number, and Operation Sequence.  The default values of these attributes and Deliver-to Location are displayed from the context maintenance work order. Though these are default values, you can update the requisition preferences if required.

This screenshot shows the new fields that are added to the Requisition Preferences page.

    Edit Requisition Preferences Page

PURCHASE REQUISITION

When you create a requisition, default values of work order details are displayed from requisition preferences. 

• When you create a new requisition for catalog items, default values of work order details are displayed in the Edit Requisition Page.

 

    Edit Requisition Page

• When you create a new requisition for non-catalog items or when you use the Enter Requisition Line action, default values of the work order details are displayed in the Create Requisition page.

Enter Requisition Line Page

Steps to Enable

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

Tips And Considerations

The work order specific preferences are only available and applicable when you create a requisition for a maintenance work order.

Key Resources

• For more details about manual procurement of materials for a maintenance work order, see Manually Procure Materials for Work Orders.

Role Information

• Job Role Name and Code: 
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER)

Supplier Model

Smart Data Service for Supplier Addresses

Supplier addresses are at the core of maintaining and managing your supplier relationships. Errors in address data entry lead to lower velocity and higher regulatory risks in the procurement flow. These errors result in manual intervention to correct purchase orders, invoices, tax calculations, and regulatory filings. By leveraging a curated global address repository and smart data autosuggest functionality, supplier addresses are automatically populated during supplier registration and profile management for smooth transaction processing.

These screen captures illustrate this feature:

1. Enter address data in the Search box.

2. Address suggestions are presented as text is entered.

3. Address is automatically populated when selected.

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: Procurement

The Smart Data Service for Supplier Addresses feature requires this subscription, opt in, and setup configuration:

1. Subscription service required: Address Verification Cloud Service
2. Use the Opt In UI, Offering: Procurement. Feature requires selection of one or both of these:
   1. Internal Users: enables the feature in manage suppliers and internal supplier registration.
   2. External Users: enables the feature in supplier portal and self-service supplier registration.
3. In the Setup and Maintenance work area, in the panel drawer, search for the Define Supplier Configuration task list and do these setup tasks:
   1. Manage Integration with Oracle Data as a Service. This setup captures your account information pertaining to the address verification subscription. Details about the subscription and setup are provided here.
   2. Manage Address Cleansing Configurations. This setup is used to configure the mapping between your cloud address attributes and the ones that come from address verification service and it comes with a ready to use mapping.

Tips And Considerations

• When searching for an address, it's recommended to enter the Address Line 1 to get precise and accurate search results. If you don't get the address suggestion that you're looking for, add more characters in the search box including city or country to narrow down the search result.  

• In case there is no address returned, then manually enter the address and complete the process.

Enable Outbound Supplier Profile Integration Using Oracle Integration Cloud

Customers often need to share supplier data between their cloud service and other systems. For example, when managing supplier information in Procurement Cloud you may need to send supplier updates to legacy systems, or automate integration with third party providers to enrich supplier data. Without a comprehensive integration platform syncing supplier data with downstream systems can be costly to build and support expected performance requirements.

You can now enable outbound integration from your cloud supplier master to other systems using the Oracle Integration Cloud service. Subscribe to business events to automatically send supplier master updates to other systems when a supplier is created or updated. The service supports simple, efficient, and reliable integration with external systems. It employs machine learning for best practice guidance, a library of prebuilt adapters, and process automation examples.

The two business events raised are:

1. Supplier Created Event
2. Supplier Updated Event

These events include SupplierNumber and SupplierID attributes in the output payload. The Oracle Integration Cloud service or other application use the event attributes to invoke the Suppliers REST API to get the required supplier information from Procurement Cloud.

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: Procurement

Tips And Considerations

It's not recommended to enable this feature before completing initial supplier data migration to Procurement Cloud. This will generate a large volume of unnecessary supplier business events. 

Sourcing

Accept Terms Before Viewing Negotiation

Conducting a negotiation is a great opportunity to save money, but it can require exposing sensitive information to suppliers with whom you may not have established relationships. To mitigate the risk, companies require that suppliers comply with the specified negotiation terms and conditions prior to viewing any negotiation information. However, Sourcing has only supported capturing supplier acceptance of negotiation terms and conditions before creating a response.

Using this feature, you can now enforce suppliers to accept negotiation terms before viewing the negotiation details.

Key capabilities:

• Procurement administrator defines negotiation terms and conditions at the procurement BU level. You can choose to display negotiation terms to suppliers before viewing negotiation. You can also add terms and conditions document as an attachment.

• When category manager publishes a negotiation, all the invited supplier contacts receive these negotiation terms and conditions in a notification email. They can review the terms and accept or decline from the notification itself.

• Category manager is notified when a supplier contact accepts or declines terms.

• After supplier contact accepts terms, they receive the negotiation invitation email with negotiation PDF document. They can now review negotiation details and acknowledge intent to participate.

• When supplier contacts search and attempt to access a negotiation online from supplier portal, they are first presented with these terms and conditions. Only after they accept, they can access the negotiation details, or create a response.

• When suppliers accept or decline terms, it is recorded in the supplier activity log and can be tracked when monitoring supplier activities.

• Category manager can view which suppliers have accepted or declined terms, and their comments.

Negotiation Terms Defined for a Procurement BU and the Terms Specified as an Attached Document

Email Notification That is Sent to Invited Supplier Contacts with Negotiation Terms and Conditions

Suppliers Can't Access Negotiation Information in the Supplier Portal Until Terms Are Accepted

Suppliers Can Review and Accept Terms Online and download Terms Attachments

Category Managers Can View the Suppliers Who Accepted or Declined Terms

Steps to Enable

To enable this feature, follow these steps:

1. In the Setup and Maintenance work area, go to these: Offering: Procurement, Functional Area: Procurement Foundation, Task: Configure Procurement Business Function
2. Specify the Procurement BU for which you want to define negotiation terms and conditions.
3. Under Sourcing, click Define Terms and Conditions.
4. Select the Before viewing negotiation option for Display to Participants.
5. Define terms and optionally add attachments.
6. Save and Close.

To enable terms acceptance acknowledgment notification to buyer, follow these steps:

1. In the Setup and Maintenance work area, go to these: Offering: Procurement, Functional Area: Sourcing, Task: Manage Sourcing Notifications
2. Enable the Negotiation terms or participation acknowledged subscription.
3. Save and Close.

To enable view only terms notification to invited supplier additional contacts, follow these steps:

1. In the Setup and Maintenance work area, go to these: Offering: Procurement, Functional Area: Sourcing, Task: Manage Sourcing Notifications
2. Enable the Negotiation terms or invitation view only subscription.
3. Save and Close.

Tips And Considerations

• You can define and maintain negotiation terms and conditions in different languages. To do this, first change your session language to the desired language and then define terms and conditions for that language. Terms are displayed in the language based on the default language setting of the supplier contact.

• The monitor supplier activities page will also capture the entire audit trail around supplier terms acceptance in the supplier activity log.

• When a category manager submits a surrogate response on behalf of a supplier contact, the terms acceptance is captured for that supplier contact.

• For a negotiation, the category manager can view the associated negotiation terms and conditions from the Procurement BU using the negotiation page actions.

Role Information

To use this feature, the following predefined job roles are required:

• Job Role Name and Code:       
  • Procurement Application Administrator (PO_PROCUREMENT_APPLICATION_ADMIN_JOB)
  • Category Manager (ORA_PON_CATEGORY_MANAGER)       
  • Supplier Bidder (ORA_PON_SUPPLIER_BIDDER_ABSTRACT)

Supplier Qualification Management

Create Multiple Active Assessments for a Supplier

Assess suppliers for multiple qualification models simultaneously.  You can now create qualification models to conduct targeted assessments on a supplier concurrently.  For example, you can create an overall preferred supplier assessment and a more specific supply disruption risk assessment and have both active for the same supplier.  Assessing suppliers and tracking different outcomes simultaneously increases your ability to monitor and analyze your suppliers effectively when you have multiple objectives.

The screen capture illustrates this feature:

Steps to Enable

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

Generate Reports on Supplier Eligibility for Sourcing Using OTBI

Generate Oracle Transactional Business Intelligence (OTBI) reports to analyze and gain better insights on the sourcing eligibility of your supply base.  Report data is now available for the supplier eligibility feature that allows you to control whether suppliers can participate in sourcing negotiations based on assessment outcomes. You can also use OTBI to analyze the history of suppliers' eligibility activity to identify patterns and trends. These subject areas are now available for sourcing reporting:

• Supplier Qualification - Supplier Eligibility Real Time
• Supplier Qualification - Supplier Eligibility History Real Time

Folder Structure of Supplier Qualification - Supplier Eligibility Real Time Subject Area

Sample Report Showing Suppliers' Sourcing Eligibility in a Procurement Business Unit

Folder Structure of Supplier Qualification – Supplier Eligibility History Real Time Subject Area

Sample Report Showing Supplier's Sourcing Eligibility History

Steps to Enable

To generate reports using Supplier Qualification - Supplier Eligibility History Real Time subject area, you must perform these steps.

1. In the Setup and Maintenance work area, go to:

• Offering: Procurement
• Functional Area: Application Extensions
• Task: Manage Audit Policies

2. In the Manage Audit Policies page, set the Audit Level as Auditing.
3. Click Save and Close.

Key Resources

For more information on supplier eligibility, refer to these features in update 20A:

• Assess Supplier Eligibility for Sourcing
• Enforce Sourcing Eligibility for Suppliers in Negotiation

Role Information

To set up the Audit Policy, this privilege or seeded job role is required:

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

• Job Role Name and Code:
  • Application Administrator (ORA_FND_APPLICATION_ADMINISTRATOR_JOB)

Access to Supplier Qualification - Supplier Eligibility Real Time subject area requires this privilege or seeded job role.

• Privilege Name and Code
  • Supplier Eligibility Transaction Analysis Duty (FBI_SUPPLIER_ELIGIBILITY_TRANSACTION_ANALYSIS_DUTY)

• Job Role Name and Code
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)

Access to Supplier Qualification - Supplier Eligibility History Real Time subject area requires this privilege or seeded job role.

• Privilege Name and Code
  • Supplier Eligibility History Transaction Analysis Duty (FBI_SUPPLIER_ELIGIBILITY_HIST_TRANSACTION_ANALYSIS_DUTY)

• Job Role Name and Code
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)

Procurement Contracts

Upload Contract Terms to an Alternate Contract

You can upload a contract terms document sourced from one contract into another contract, using either the application UI or Oracle Contracts Add-in for Microsoft Word. For example, let’s assume you distribute a downloaded contract among various suppliers. Thereupon, you negotiate terms and conditions and finalize the supplier. You can then upload this negotiated contract document into a different contract created for the approved supplier.

Upload to Another Contract

When you use Upload to Another Contract from the Oracle Contracts Add-in for Microsoft Word, you need to search for the contract before you can proceed with the upload.

When you upload a modified document to a different contract, the application reports the changes made to the document in the Review Changes page. Once uploaded, you can see your uploaded revision on the Documents tab.

To compare your uploaded document with the original document, you need to first download the contract to create an initial version to compare against.

Steps to Enable

There are no steps required to use this feature if you're uploading your modified document using the Upload Contract action in the application.

Download the latest Oracle Contracts Add-in for Microsoft Word to use the Upload to Another Contract action to search and upload your contract document.

Tips And Considerations

When you review the changes after upload, changes in sections and clauses created as nonstandard terms in the downloaded document are tracked as 'Added' and 'Deleted' instead of 'Updated'. Any changes in sections and clauses originating from Terms Library are still tracked as ‘Updated’.

Key Resources

See these guides on Oracle Help Center:

• Implementing Enterprise Contracts (available in the Sales area)
• Using Customer Contracts (available in the Sales area)
• Using Procurement Contracts (available in the ERP > Procurement area)

Use Cross-References in Terms and Conditions

You can define cross-references in the contract terms to refer to other clauses in the document from another clause. This is often applicable when legal language in a clause refers to terms described in another clause from the same document. Updating the contract document, for example, moving a clause or inserting a new clause, automatically updates the cross-reference used in the clause text.

Steps to Enable

To add cross-references to clause text:

1. Create variables for any Terms Library clauses that you want to reference. Variables that you want to use in cross-references must be defined with a source of Java string, and the system method name Get clause cross-reference.

Create Variable

2. Create or edit the Terms Library clause you want to point to in your cross-reference and add the cross-reference variable to the clause. This provides the anchor point for the clause.

Destination Clause for Cross-Reference

3. Update any clauses where you want to make a reference to the standard Terms Library clause and insert the cross-reference variable into the clause text. The variable resolves to indicate the numbered position of the referenced clause in the contract terms.

Source Clause for Cross-Reference

Tips And Considerations

You may consider adding a prefix when naming your cross-reference variables so that you can identify variables that are used to support cross-references from other types of variables.

In order for cross-references to point to an identifiable location in your contract terms, for example, 'Refer to clause 2.1', you' need to ensure you're using concatenation in your numbering scheme definition. Without concatenation, the cross-reference variable will resolve without any context, for example '...refer to 1' instead of '...refer to 2.1'.

Key Resources

See these guides on Oracle Help Center:

• Implementing Enterprise Contracts (available in the Sales area)
• Using Customer Contracts (available in the Sales area)
• Using Procurement Contracts (available in the ERP > Procurement area)

Add Table of Contents to Contract Terms

You can add a table of contents to the PDF document that is created when previewing a contract or a terms template. A table of contents helps you in quickly scan and locate a specific section. It is particularly helpful in large contracts that run over several pages.

Table of Contents in PDF Preview

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: Enterprise Contracts

In addition to setting Opt In for this feature, you also need to check the layout templates that you use for previewing your contract. If you have customized the layout template for printing contract terms, you have the option of:

• Taking the latest version of the layout template and reapplying your customizations.
• Applying the updates required to print the table of contents over to your customized layout template.

The best option depends on whether you have made less or more changes to the seeded layout template.

Key Resources

See these guides on Oracle Help Center:

• Implementing Enterprise Contracts (available in the Sales area)
• Using Customer Contracts (available in the Sales area)
• Using Procurement Contracts (available in the ERP > Procurement area)

IMPORTANT Actions and Considerations

This section includes details about additional changes in this update that might change the way your products work.

REPLACED OR REMOVED FEATURES

From time to time, Oracle replaces existing Cloud service features with new features, or removes existing features. Replaced features may be put on a path to removal. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

This section identifies the features in this Cloud service that have been replaced or will be removed.

Product	Removed Feature	Target Removal	Replacement Feature	Replaced In	Additional Information
Purchasing	Use B2B Gateway to Send B2B Messages	20C	Migrate Trading Partner Configurations from Oracle B2B Gateway to Oracle Cloud Collaboration Messaging Framework	19C	Customer Connect announcement As of update 20A, technical support will still be provided for the B2B Gateway option, but no bug fixes or enhancements will be made available.