Update 21D

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	Module	Feature	Notes
09 DEC 2022	Dual Units of Measure	Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-to-Back Flows	Updated document. Removed opt in expiration.
09 DEC 2022	Dual Units of Measure	Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows	Updated document. Removed opt in expiration.
02 DEC 2022	Dual Units of Measure	Request Items That Are Priced in Their Secondary UOM from External Applications	Updated document. Removed opt in expiration.
02 DEC 2022	Dual Units of Measure	Purchase Items That Are Priced in Their Secondary UOM	Updated document. Removed opt in expiration.
18 NOV 2021	Dual Units of Measure	Purchase Items That Are Priced in Their Secondary UOM	Updated document. Revised opt in expiration.
21 SEP 2021	Purchasing: External Purchase Prices	Search External Purchase Prices Using Item Number and Manufacturer Part	Updated document. Revised feature information.
17 SEP 2021			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.

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

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.

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.

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

Collaboration Messaging Framework

Collaboration Messaging Framework

Business-to-business (B2B) messaging is a key component of collaborative relationships and can increase the quality, quantity, and frequency of information that can be exchanged between trading partners.  However, the differences in B2B standards, technical capabilities of trading partners, and the diversity of trading partners can make this costly to establish and maintain.  Oracle Supply Chain Collaboration and Visibility Cloud manages B2B communications with trading partners by leveraging the Oracle Collaboration Messaging Framework, a next-generation B2B messaging platform that maps and routes standards-based B2B messages through a B2B solution provider, on-premise B2B application, or direct to the trading partner.  Oracle Collaboration Messaging Framework is a common infrastructure component that is included with all Oracle Cloud Applications environments at no additional charge.  It is also tightly integrated with Oracle Cloud Applications, making it easy for Oracle Supply Chain Collaboration Cloud customers to set up and manage multiple trading partner connections.

Deliver B2B Messages Via SFTP

Add a new delivery method for Secure File Transfer Protocol (SFTP), using either the Manage B2B Trading Partners or Manage Collaboration Messaging Service Providers tasks, depending on whether or not you are using a service provider.

The layout of the Delivery Methods tab has been updated, delivery methods are listed on the left hand side of the screen and the details for each delivery method displayed on the right, with only the fields that are relevant to the selected delivery method displayed.

Select a trading partner or service provider and then select Edit, on the Delivery Methods tab, add a row with a name for the delivery method and select the Delivery Method Type of SFTP. On the right side of the screen enter the details including the SFTP Host, SFTP Port, the User Name and Password required to access the directory, the File Name and the Remote Directory.

Messages delivered via SFTP will be delivered to the remote directory listed and the file name is generated using the file name from the delivery method with the Message GUID and the date time stamp appended i.e., filename_<MessageGUID>_<dateTimeStamp>.

Delivery Methods Tab

You have an additional secure protocol for sending your B2B messages.

Steps to Enable

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

Key Resources

• Oracle Supply Chain Management Cloud: Configuring and Managing B2B Messaging guide available on the Oracle Hep Center.

Role And Privileges

• Users who are assigned this predefined job role are automatically able to access this feature:
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR_ABSTRACT)

Find a Document Using a Description Instead of a Coded Value

Document selection in all tasks now uses an easy-to-understand descriptive value instead of a coded name. For example, "Purchase Order - Outbound" is used instead of the coded name "PROCESS_PO_OUT". You can see this in all tasks where you select documents including:

• Manage Collaboration Messaging History
• Edit Customer Collaboration Configuration
• Edit Supplier B2B Configuration
• Edit Customer Account Collaboration Configuration
• Manage External Message Definitions
• Manage Collaboration Message Definitions

Document Selection in Manage Collaboration Messaging History

You can easily recognize documents when configuring B2B setup for your organization.

Steps to Enable

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

Key Resources

• Oracle Supply Chain Management Cloud: Configuring and Managing B2B Messaging guide available on the Oracle Hep Center.

Role And Privileges

• Users who are assigned this predefined job role are automatically able to access this feature:
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR_ABSTRACT)

Procurement Common

Common Procurement

Access Procurement Application Pages Using Quick Actions

In this update, Oracle Procurement Cloud delivers new quick actions that provide easy navigation from the home page directly to specific application pages without using the menu structure. With a single click, you can initiate tasks from the home page.

Each tab group on the home page displays an initial set of quick actions that are based on your function security privileges. The actions available to you are controlled by the job roles you're assigned. Click Show More to see all of the quick actions that are available to you in that tab group:

Quick Actions on the Home Page for the Procurement Tab Group

Quick actions are automatically available if your environment has a theme that includes the news feed layout on the home page. See the Tips and Considerations section for additional details.

Steps to Enable

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

Tips And Considerations

• To see quick actions, your environment must have a theme that includes the news feed layout on the home page, such as the Redwood theme, which was the default theme as of update 20C. If your administrator created and applied a configured theme to your environment, however, the Redwood theme won't override your configured theme. Administrators can use the Themes page of the Appearance work area to manage environment themes.

• Users who are assigned the predefined Application Implementation Consultant job role, or a similar configured job role, can perform selected configurations of the Quick Action links. For details and instructions, see Configure Quick Actions on the Oracle Help Center.

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.

The new REST API introduced in this update is:

• Requisition Processing Requests

The following REST APIs are enhanced:

• Purchase Requisitions
  • GET, POST, and PATCH now support a new attribute, DisableAutosourceFlag, at the line level. By setting this attribute to True, you can explicitly disable the automatic sourcing for a requisition line that happens during the following two custom operations: CalculateTaxAndAccounting and Submit.

• Supplier Negotiations
  • DELETE is supported for negotiation lines, price breaks, price tiers, attribute groups, line attributes, and attribute response values.
  • Use the renumberLines custom action to fill in gaps in negotiation line numbers that are created when you delete negotiation lines.
  • GET, POST, and PATCH are supported for overall ranking method so you can enable composite scoring in a draft negotiation.
  • GET is supported for the attribute that enables section weights.
  • GET and PATCH are supported for section weights in requirement sections.
  • GET is supported for pricing indicators in sections and requirements. Pricing section and requirement are automatically added to a negotiation when you set the overall ranking method to Composite Scoring.
  • PATCH is supported for requirement, requirement text, hint, maximum score, and knockout score for the pricing requirement.

You can use these modified REST services to simplify integrations and support standards-based interoperability with your other applications and external systems.

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

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

Role And Privileges

• Refer to the Job Roles and Privileges section in the REST API for Oracle Procurement Cloud documentation, available on the Oracle Help Center.

Procurement

Dual Units of Measure

Set up your Oracle Cloud applications so you can order, price, receive, pick, pack, and ship an item that you enable with primary and secondary UOM tracking. You might need to order, transfer, outsource, or buy an item in a unit of measure that's different from the unit of measure that you use to price, invoice, and cost it.

For example, you might stock and sell meat in cases, but price it in pounds. Each case of meat has a different price because the total weight in pounds varies from one case to the next, but you need to give your buyers an estimated price for each case.

You can use the dual UOM solution to meet this requirement. It's an end-to-end, integrated solution that works across the Oracle Cloud applications and helps you:

• Simultaneously track an item in the primary UOM and secondary UOM throughout your order-to-cash process and procure-to-pay processes.
• Capture the actual weight of the item that you sell, transfer, or purchase, so you can accurately price, invoice, and cost the item.
• Provide a price estimate at the time of sale or purchase and maximize value according to the exact weight that you ship or receive.

Here are the Oracle Procurement Cloud enhancements to the dual UOM solution that are available in this update:

• Request Items That Are Priced in Their Secondary UOM from External Applications
• Purchase Items That Are Priced in Their Secondary UOM
• Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-To-Back Flows
• Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows
• Create Invoice for Items Ordered and Priced in Different Units of Measure

Request Items That Are Priced in Their Secondary UOM from External Applications

For items with dual UOMs, use requisition import to create an externally managed requisition in the same UOM that you use to pack and ship it. When you create a requisition using the Purchase Request web service or file-based data import (FBDI), you aren't required to enter a quantity in two units of measure for dual UOM controlled items. You can provide either the ordering UOM quantity or the secondary UOM quantity, and the transaction will be automatically tracked in both UOMs based on the UOM conversion rules.

You can use dual units of measure to:

• Create requisition lines in two units of measure: ordered and secondary.
• Charge the right price to your purchase requests based on the actual quantity shipped in secondary UOM using blanket purchase agreements.
• Process invoices for the purchase order line based on the actual units received in the secondary UOM of the item.

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

• Use the Opt In UI to enable the Purchase Items That Are Priced in Their Secondary UOM feature.

• Opt into the feature, then price requisition line for items that use dual units of measure in the ordering UOM or the secondary UOM using blanket purchase agreements.

• Your choices are different depending on whether you have a blanket agreement for the requisition line.
  • Do have it, and the agreement line is priced in the item's secondary UOM. The agreement line price is converted to the primary UOM of the item, which is then saved as the requisition line unit price. In this case, you can't override the price of the blanket purchase agreement line, even if the price override is enabled.
  • Do have it, and the agreement line isn’t priced in the item's secondary UOM. The agreement line price is saved as the requisition line unit price. If the price override is enabled in the agreement, you can override the agreement price in the requisition line.
  • Don't have it. You can either provide the unit price for the ordering UOM or use the item's list price as the price with the primary UOM of the item.

• When creating the requisition, you can provide either the ordering quantity or the secondary quantity. If you provide both, the secondary UOM quantity is calculated according to UOM conversion rules. The item's deviation factors don't apply to this feature.

NOTE: The quantity you provide at the distribution level is based on the ordering UOM, even if you provide only the secondary quantity at the line level. When you provide the secondary quantity and create multiple distributions, you can optionally use the percentage attribute for the distribution allocation.

• You can use this feature only for externally managed requisitions that are created using either FBDI or Purchase Request web service.

• You can’t use this feature with the purchase requisition REST resource or the UI to create requisition for items that use dual units of measure.

• You can't use this feature to create requisitions with the base model or configuration components that are specified with dual UOM.

Key Resources

• For more information on how to price items in the secondary UOM using a blanket purchase agreement, refer to the Purchase Items That Are Priced in Their Secondary UOM feature, available in the Oracle Procurement Cloud What's New, update 21D.

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to use this feature:
  • Procurement Integration Specialist (ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB)    
  • Buyer (ORA_PO_BUYER_JOB)
  • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)

• If you're maintaining your own configured job roles: no new privileges were introduced to support this feature.

Purchase Items That Are Priced in Their Secondary UOM

Order a dual UOM item in the same UOM that you use to pack and ship it, and price the item in the secondary UOM. 

• Price items in the secondary UOM by specifying it as the pricing UOM, a new attribute on the order line.

• Manually enter the price in the pricing UOM. Alternatively, use a blanket purchase agreement line where the item is priced in the secondary UOM, and the pricing UOM on the order line will be the item's secondary UOM.

• Process the invoice for the purchase order line according to the actual quantity that you receive in the item's secondary UOM.

For example, order the item in the item's primary UOM, Case, and price it in the item’s secondary UOM, Pounds.

If you use an agreement, you can price the agreement line in the item's secondary UOM. 

Blanket Purchase Agreement Line Priced in the Secondary UOM

A new line on the purchase order will get the pricing UOM from the agreement line UOM, Pounds, and will get the UOM from the item’s primary UOM, Case.

Purchase Order Line Ordered in the Primary UOM and Priced in the Secondary UOM

The UOM on the receipt gets its default value from the UOM, Case, that you use to ship the item on the purchase order line.

Receive in the UOM from the Order Line

If you cost your items in the secondary UOM, then the transaction will credit the receiving inspection account according to the secondary received quantity and pricing will calculate cost according to the secondary UOM.

Costed Transaction for Item Costed by Secondary UOM

The Match Invoice Lines dialog displays the UOM in the item's secondary UOM.

Invoice in the Item's Secondary UOM

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

NOTE:

• If you enable this feature, you won't be able to disable it afterwards.

• If you enable this feature, you will be able to price items in the secondary UOM, but you won't be able to order items in the secondary UOM. The Pricing UOM of the order line can be the secondary UOM, but the UOM of the order line can't be the secondary UOM.

Opt into the feature, then use the UOM on the purchase order line or the item's secondary UOM to price your new order line.

Purchasing won't update lines on any purchase orders that already exist and will continue to price them according to the UOM on the order line.

Your choices are different depending on whether you have a blanket purchase agreement.

• Don't have it. Default the pricing UOM value on the line according to the Pricing attribute in Product Information Management. You can also manually change this value to the UOM on the order line or the item's secondary UOM. 

• Do have it. You can't change the UOM or pricing UOM on the order line.

If the UOM on the agreement line is in the item's secondary UOM, then the UOM on the order line will be the item's primary UOM and the pricing UOM on the order line will be the item's secondary UOM.

For example, if the item's primary UOM is Case, and the secondary UOM is Pounds, and the UOM on the agreement line is Pounds, then the order line's UOM is Case, and the pricing UOM on the order line is Pounds.

Important Considerations

• You can't disable this feature after enabling it. 

• Use the Product Information Management work area to set the primary UOM and the secondary UOM for the item.

• You can price, but can't order, items in the secondary UOM. The Pricing UOM of the order line can be the secondary UOM, but the UOM of the order line can't be the secondary UOM.

• This feature automatically calculates the secondary quantity from the ordered quantity. You can't change the secondary quantity regardless of how you set the Defaulting Control attribute in Product Information Management.

• You can’t use this feature with REST API, the Purchase Order web service, or File-Based Data Import.

• If you price the purchase order line in the secondary UOM, then you can't use Match to Receipt. 

• Close for Receiving uses the ordered UOM. 

• Close for Invoicing uses the pricing UOM. 

• If the billed quantity is greater than the received quantity for the purchase order schedule, and if you price the schedule in the secondary UOM, then you can’t cancel or reduce the quantity on the schedule.

• If you price the order line in the secondary UOM, then you can't use the order line for consignment. 

• If a configuration model or any child component uses dual units of measure, then you can't create a requisition for the configured item.

• You can use Page Composer to expose the Secondary UOM attribute and the Secondary Quantity attribute in the search results on the Schedule tab of the Manage Orders page.

• You can include the secondary quantity and the secondary UOM when you create an advance shipment notice (ASN), advance shipment billing notice (ASBN), and when you manage an inbound shipment.

• If the secondary quantity received is different from the Put Away secondary quantity, you will notice an imbalance in your receiving inspection account between Cost Accounting and Receipt Accounting.

• If you return an item, and if the secondary quantity on your return is more than the secondary quantity received, you will notice an imbalance in your receiving inspection account between Cost Accounting and Receipt Accounting.

Reports and Supplier Communication

• The pricing UOM is available in the Purchase Order Data Model used for supplier communication. To view the pricing UOM in the purchase order PDF, add the field to the Purchase Order PDF Report template. 

• You can't include the pricing UOM in an Oracle Transactional Business Intelligence (OTBI) report. If you have reports that include purchase order lines that are priced in the secondary UOM, you will see the secondary UOM and secondary quantity under the UOM and quantity columns. You may need to modify your reports to exclude such purchase order lines. If you want to report on such order lines, consider building a report using Oracle Business Intelligence Publisher.

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles can set up this feature:
  • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)

• Users who are assigned a configured job role that contains this privilege can set up this feature:
  • Manage Procurement Configuration (PO_MANAGE_PROCUREMENT_CONFIGURATION_PRIV)

• Users who are assigned this predefined job role can access this feature in Purchasing:
  • Buyer (ORA_PO_BUYER_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature in Purchasing:
  • Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)

Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-to-Back Flows

Include back-to-back orders with your other order flows when you use more than one unit of measure to fulfill an item in Oracle Order Management Cloud.

• Create a sales order in the item's primary unit of measure or in another unit of measure that's in the primary UOM class, then use the standard conversion or item conversion to automatically calculate quantity in the secondary UOM.

• Price the order line in the primary UOM or the secondary UOM.

• Use an automated flow to update the order line and invoice it according to the quantity or the secondary quantity that you ship.

• Use this feature to help you create the purchase order, transfer order, or work order when you use dual units of measure to fulfill demand in your back-to-back flow.

Using dual units of measure, you can price your item in the secondary unit of measure, and then track it in the primary unit of measure and in the secondary unit of measure.

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: Order Management

Tips And Considerations

When you opt in to use this feature, you must opt in to the feature named: Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure.

Keep these additional tips in mind:

• Make sure you enable the Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure feature.
• Use the View menu to display the secondary unit of measure and the secondary quantity in your runtime environment.

Role And Privileges

• Supply Chain Operations Manager

Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows

Set up your Order Management Cloud implementation so your supplier can drop ship each of your sales orders to your customer and invoice them according to the primary quantity or the secondary quantity that your supplier ships on the order line.

For details about how to use dual units of measure with Order Management, including how it works, benefits of using it, and how to set it up, see Create and Fulfill Sales Orders in Dual Units of Measure.

Optional Setup in Procurement for Blanket Purchase Agreements

As an option, you can create a blanket purchase agreement (BPA) to procure an item the uses dual units of measure from your supplier at a predefined price in the secondary unit of measure.

Blanket Purchase Agreement

For details about how to set up a blanket purchase agreement that prices the item according to the secondary unit of measure, see Purchase Items That are Priced in Their Secondary UOM.

Using this agreement, here's an example purchase order that has pricing based on the secondary unit of measure.

Purchase Order

You can capture the actual quantity that your fulfilment system ships in the secondary unit of measure, and Order Management will automatically adjust the extended amount on the order line. For example, if you drop ship the item, then you can use the Advanced Shipment Notification (ASN) from your supplier to determine the quantity that your supplier shipped in the secondary unit of measure, then automatically adjust the extended amount on the order line.

Advanced Shipment Notification

Cost Management uses the purchase order price in the pricing UOM when it creates a drop shipment receipt for the supplier accrual. It includes taxes.

Cost Accounting Distributions

You can set the UOM option when you set up the cost profile for the item. You can specify to cost the drop shipment receipt and issue the trade sale in the quantity for the secondary unit of measure or the quantity for the primary unit of measure.

Cost Book That Uses the Secondary UOM

Cost Book That Uses the Primary UOM

You can use dual units of measure to:

• Improve the accuracy of the price that your charge your customers in your drop ship flows.
• Charge them according to the quantity that you actually ship, in the secondary UOM.

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: Order Management

Tips And Considerations

To use dual units of measure with your drop shipments:

1. In the Offerings work area, select the Order Management offering.
2. Click Opt In Features.
3. On the Opt In: Order Management page, click the Edit icon in the Feature column on the Order Management row.
4. Click the Enable check box for the Create and Fulfill Sales Orders and Transfer Orders in Dual Units of Measure feature, and then expand that feature row.
5. Click the Enable check box for the Purchase Items That Are Priced in Their Secondary UOM feature.
6. Click Done.

Keep these additional tips in mind:

SUPPLY CHAIN ORCHESTRATION

if you drop ship an item that uses dual units of measure, then you must use only the Advance Shipment Notice as the event that starts the transfer of ownership.

COST MANAGEMENT

• You can't update the unit of measure for cost for items that already exist.

• If you must maintain and track cost in the secondary unit of measure and in the primary unit of measure, then add different cost books. Use one book to calculate and track cost and gross margin in the item's primary unit of measure. Use another book to calculate and track cost and gross margin in the item's secondary unit of measure.

Key Resources

• Features
• Sales Orders

Role And Privileges

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
  • Order Manager (ORA_DOO_ORDER_MANAGER_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Cost Accountant (ORA_CST_COST_ACCOUNTANT)

Create Invoice for Items Ordered and Priced in Different Units of Measure

Customers in certain industries like food and beverage, often purchase items that naturally vary in size per item (blocks of cheese, pieces of meat, and so on). It's common for such items to be invoiced based on the actual weight delivered.

Create purchase order matched invoices for items with dual units of measure (UOM). Dual UOM items can be ordered in the UOM used for packing and shipping. They are invoiced based on the actual weight of the items received in the item's secondary UOM. You can select the secondary UOM as the pricing UOM, which is a new attribute available on the order line. The items are invoiced according to the actual quantity received in the item's secondary UOM.

For example, a buyer places an order for Chicken in the item's primary UOM, Case, and prices it in the item’s secondary UOM, Pounds.

• Each Case weighs around 80 Pounds on average.
• The price agreed is $1.25 per pound.
• Supplier delivers a case of chicken weighing 82 pounds.
• The invoice is based on the actual weight of item delivered in its secondary UOM, i.e. 82 pounds.

Purchase Order Line Ordered in Primary UOM and Priced in Secondary UOM

Invoice Created in the Secondary UOM

This feature enables you to accurately price and invoice the item based on the exact weight delivered, while ordering it in the UOM used for packing and shipping.

Steps to Enable

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

Tips And Considerations

• You must create the invoices for dual UOM items in the same UOM that is used for pricing on the purchase order.

• Due to the nature of these items, invoiced quantity may vary from the expected quantity on the order. Configure an appropriate tolerance for quantity ordered to allow variations. Use 3-way matching level with tighter tolerances for quantity received to avoid overbilling.

Key Resources

• For more information on creating purchase orders for dual UOM items, refer to the Procurement feature "Purchase Items That Are Priced in Their Secondary UOM".

Purchasing

Route Approvals for Purchasing Documents Based on Supplier Type

Route purchasing documents for approval based on the type of supplier. You can now configure approval rules for purchase orders and purchase agreements based on the Supplier Type attribute.

This screen capture illustrates the feature.

Approval Rule Using Supplier Type Attribute

Steps to Enable

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

Role And Privileges

You have a couple of options for giving people access to set up and use this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• To set up this feature, here's what you need:
  • Users who are assigned this predefined job role are automatically able to set up this feature:              
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) 
  • Users who are assigned configured job roles that contain this privilege are able to set up this feature:              
    • Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV)

• To use this feature, here's what you need:
  • Users who are assigned this predefined job role are automatically able to access this feature:              
    • Buyer (ORA_PO_BUYER_JOB)   
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:              
    • View Purchase Order (PO_VIEW_PURCHASE_ORDER_PRIV_OBI)

External Purchase Prices

Create External Purchase Prices Using File-Based Import

Create large volume of external purchase prices using the external purchase prices file-based data import feature.

While, implementing the external purchase prices solution, you may have a large volume of external purchase prices that need to be imported into Oracle Procurement Cloud. You can now download the External Purchase Prices File-Based Data Import (FBDI) spreadsheet template and use it to upload the external purchase prices.

External Purchase Prices FBDI Header Sheet

This spreadsheet contains a worksheet for the headers and a worksheet for the lines. You must specify a unique header key and source reference identifier in the header and lines worksheets. These two identifiers link the header records with the line records. The header key should be unique for the header records in an FBDI file. The source reference identifier should be unique across all header records for external purchase prices in the Oracle Procurement Cloud.

After the data is updated in the spreadsheet, you can use the Generate .zip file action to generate the .csv and .zip files.

External Purchase Prices FBDI Introduction Sheet

Run the Load Interface Files for Import scheduled process to import the external purchase price data from the .zip file to the interface tables as shown here.

Load Interface File for Import Scheduled Process

After the data is uploaded successfully in the interface tables, you must run the Import External Purchase Prices process to import the data from the interface tables.

Import External Purchase Prices Scheduled Process

The external purchase prices imported through FBDI won't require approval and will be imported in approved status.

The External Purchase Price Requests REST API, which was introduced in the earlier update, could do the day-to-day updates received from external systems through integration. But the REST API may not be able to efficiently handle the heavy load of importing a huge volume of initial data that need to be converted during implementation. Using the FBDI feature, you can import a large volume of data in one go, thereby saving a lot of time and avoid the cumbersome process of dividing the data in multiple parts and using the REST API to import the data one by one.

Steps to Enable

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

Tips And Considerations

You can only create external purchase prices using FBDI. You can't update or cancel existing external purchase prices using FBDI. Use the External Purchase Prices Requests REST API for updating or cancelling existing external purchase prices.

Key Resources

Refer to the File-Based Data Import (FBDI) for Oracle Procurement Cloud documentation, available on the Oracle Help Center.

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned Purchase Pricing Manager (ORA_SCH_PURCHASE_PRICING_MANAGER_JOB) job role are automatically able to access this feature.

• Users who are assigned configured job roles that contain these privilege and duty role are able to access this feature:
• • Import External Purchase Prices (SCH_IMPORT_EXTERNAL_PURCHASE_PRICES_PRIV)
  • FSCM Load Interface Administration Duty (ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY)

Manage Approvals for External Purchase Prices

Approve or reject external purchase prices and change orders using the approval workflow. Application administrators can use the External Purchase Price Approval workflow to configure appropriate approval rules based on the external purchase price attributes to notify approvers.

The external purchase prices and change orders are automatically routed through approval on import and the approvers selected based on the approval rules are notified. The external purchase prices or the change orders will be in Pending Approval status until they are approved. On approval they will be moved to Approved status.

Notification for a Change Order

The external purchase prices or change orders in pending approval status can't be updated. On rejection by any of the approvers, the external purchase prices or the change orders will be moved to Rejected status. Users with the BPM Admin role can withdraw an external purchase price or change order from the approval workflow. On withdrawal, the external purchase price or the change order will be moved to Withdrawn status. Purchase Price Managers can cancel the external purchase price or change order in Rejected or Withdrawn status. They can also opt to, cancel one or more lines that are the reason for rejection or withdrawal and resubmit the external purchase price or change order for approval. The external purchase prices in Rejected or Withdrawn status are shown as exceptions in the External Purchase Prices work area.

External Purchase Prices that can't be routed through an approval workflow due to any errors are displayed in Approval Error status. These records are also displayed as exceptions in the External Purchase Prices work area. In case of errors, the users should verify the approval rules configuration, fix any errors, and resubmit the external purchase price or change order for approval.

External Purchase Price in Approval Error

With the approval workflow available for external purchase prices, you have a flexible rule-based approval process for new external purchase prices and any changes made to them. You can route the approval to more than one person and decide to route the approval through various route types like single, parallel, or serial.

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  No Longer Optional From: Update 22B

1. In the Offerings work area, enable the Manage Approvals for External Purchase Prices feature:

• Offering: Procurement
• Functional Area: External Purchase Prices

Opt-in Manage Approvals for External Purchase Prices

2. In the Setup and Maintenance work area, go to the Manage Task Configurations for Procurement task:

• Offering: Procurement
• Functional Area: Approval Management

3. In the BPM Worklist page Task Configurations tab, search for ExternalPurchasePriceApprovalTask.

External Purchase Price Approval Task Participants

4. The external purchase prices approval task consists of a single stage with these four participant types:

• External Purchase Price Single Approvers
• External Purchase Price Parallel Approvers
• External Purchase Price Serial Approvers
• External Purchase Price Routing Participants (FYI)

Defining Approval Rules for a Participant

5. Enable the required participant types and define the approval rules. These header and line attributes are available for defining the rules:

• Header Attributes (EppChangeOrderHeaderHTPayload)
  • Requisitioning Business Unit Identifier
  • External Purchase Price Number
  • Source Contract Reference
  • Source Contract Type (ORA_SCH_EPP_LOCAL, ORA_SCH_EPP_REGIONAL, ORA_SCH_EPP_GPO)
  • Manufacturer Name
  • Supplier Identifier
  • Supplier Site Identifier
  • Currency
  • Document Type (EXTERNAL PURCHASE PRICE, CHANGE ORDER)
  • Change Order type (CHANGE, CANCEL)

• Line Attributes (EppChangeOrderLineHTPayload)
  • Manufacturer Part Number
  • Vendor Part Number
  • Item Number
  • Purchasing Category Identifier
  • Final Price
  • Price Difference Value
  • Price Difference Percent

Tips And Considerations

When the Manage Approvals for External Purchase Prices feature is enabled, only those external purchase prices and change orders that are in Pending Approval status for more than 12 hours are shown as exceptions in the External Purchase Prices work area. You can configure this delay time.

1. In the Setup and Maintenance work area, use the Manage External Purchase Prices Lookups task:

• Offering: Procurement
• Functional Area: External Purchase Prices

2. In the Manage External Purchase Prices Lookups page, search for the lookup type External Purchase Prices Options and update lookup meaning with the desired delay time in hours. 

External Purchase Prices Options Lookup

Role And Privileges

You have a couple of options for giving people access to the notifications for external purchase prices approval, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned Purchase Pricing Manager (ORA_SCH_PURCHASE_PRICING_MANAGER_JOB) job role are automatically able to view the notifications for external purchase prices.

• Users who are assigned configured job roles that contain any one of these privileges are able to view the notifications for external purchase prices:
• • Manage External Purchase Prices (SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_PRIV)
  • Approve External Purchase Prices (SCH_APPROVE_EXTERNAL_PURCHASE_PRICES_PRIV)
  • View External Purchase Prices (SCH_VIEW_EXTERNAL_PURCHASE_PRICES_PRIV)

You have a couple of options for giving people access to withdraw external purchase prices from approval workflow, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) or Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) job roles are automatically able to configure approval rules for external purchase prices.

• Users who are assigned BPM Admin (BPMProcessAdmin) job role are automatically able to withdraw approval workflow for external purchase prices.

Search External Purchase Prices Using Item Number and Manufacturer Part

Search for external purchase prices using line level attributes such as item number and manufacturer part number.

In the earlier update, you could search for external purchase prices using these header attributes:

• Status
• External Purchase Price Number
• Requisitioning Business Unit
• Source Type
• Manufacturer
• Supplier

External Purchase Prices Search

In this update, with the modified search design, you can search for external purchase prices using these header and line attributes:

• Header
  • Source Contract Reference

• Line
  • Manufacturer Part Number
  • Item Number

You can now save time by searching for external purchase prices directly using the line-level attributes.

Steps to Enable

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

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned Purchase Pricing Manager (ORA_SCH_PURCHASE_PRICING_MANAGER_JOB) job role are automatically able to access this feature.

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
• • Manage External Purchase Prices (SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_PRIV)

Other Purchasing Changes in This Update

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

Navigation Change for a Single Entry in the Incomplete Change Orders Infolet

If the count in this infolet is 1, and the logged in buyer isn’t the change order initiator, the application will now open the View Order page instead of the View Change Order page.

Bug reference: 32754303

Changes to the Allow Item Description Update Field

From the update 21D, the Allow Item Description Update field is no longer available on the Configure Procurement Business Function page.

Bug reference: 32896203

Validation in SOAP Web Service

To prevent PO renumbering, a validation has been added.

Bug reference: 32963540

Requisition Lines Are Not Grouped Together if Tax Attributes Are Different

To ensure requisition lines aren't combined into a single schedule if the tax attributes are different, the automatic requisition to the PO processing program has been updated.

Bug reference: 32985725

A Message Is Displayed When You Delete a Negotiation-Backed Draft Purchase Order

When you, as a buyer, try to delete a draft purchase order that was created from a negotiation, you will now get a warning message that the purchase order can't be recreated.

Bug reference: 32917028

Supplier Model

Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity

Electronic transactions between you and your suppliers provide the most efficient, cost-effective means to manage your transaction flows. If it's difficult to set up when onboarding a new supplier, with disconnected steps and manual processes, it becomes more likely you will continue with paper or email-based transactions. With intelligent matching of your new suppliers to trading partners in Oracle Business Network (OBN) during supplier creation and internal registration, Procurement Cloud guides you through establishing document sharing with your B2B-ready suppliers.

1. Create or Register Supplier: When you create or register a supplier, search and select the company from the auto-suggest results. This is used for checking the supplier status in OBN.

Select and Create Supplier

Select and Register Supplier

2. Create Supplier Site: Intelligent connectivity between Procurement Cloud and the Oracle Business Network determines if the supplier is enabled in OBN. If yes, it will recommend enabling B2B messaging when creating a purchasing or pay site. You will find the OBN Enabled attribute with a value of either Yes or No depending on whether the supplier has an OBN account. The same behavior applies for suppliers registered using the company auto-suggest search.

Create Supplier Site

3. Supplier's OBN Account Configuration: The OBN Enabled attribute has a contextual action displayed if the supplier is enabled in OBN. Clicking the contextual action displays the supplier's supported documents configured in OBN which is useful when enabling B2B messaging for the site.

Supplier's OBN Configuration

4. Automatic B2B Messaging Setup: After you enable B2B messaging, the documents are automatically populated from the supplier's OBN setup if the supplier is OBN enabled. You can review these documents and disable any that you don't want to communicate electronically for the supplier site. For OBN to deliver documents successfully, both the supplier and the buyer must be approved trading partners in OBN.  After the setup is saved, an OBN trading partner request is automatically triggered from the buyer's account to the supplier's OBN administrator to approve the connection.

Completed B2B Messaging Setup

Seamless connectivity to OBN makes the process easy to reduce supplier transaction costs, enhance transaction efficiency, and improve business agility.

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

This feature requires additional setup configuration:

1. Enable the Procure-to-Pay business process for messaging. Refer to Set up Suppliers for Procure-to-Pay documentation, available on Oracle Help Center.

2. Set up your OBN account (if one doesn't exist). Refer to the Oracle Business Network section in How You Configure Predefined Service Providers documentation, available on Oracle Help Center.

You can enable the feature if you use Oracle Business Network as your only service provider for B2B communication.

Tips And Considerations

• Suppliers are considered as OBN enabled when they have an OBN account that's configured to receive purchase orders.

• The documents supported for B2B messaging are: Purchase Order, Change Purchase Order, Cancel Purchase Order, Advance Ship Notice, and Invoice.

• Attribute B2B Communication Method has been renamed to, Enable B2B Messaging, and the lookup values have been changed: None to No and Collaboration Messaging Framework to Yes. This change will reflect irrespective of the feature opt in.

• The automatic B2B messaging setup is possible only for suppliers that are created or registered by selecting the company from the intelligent autosuggest search and which are enabled in OBN. If you can't find the supplier using the autosuggest search, you can manually set up B2B messaging on the supplier site. If you create or register the supplier by selecting from the autosuggest search, but the supplier isn't enabled in OBN, you can request the supplier to create an OBN account.  Then use the Refresh action to complete the B2B messaging setup on the site once the supplier is OBN enabled.

Key Resources

• OBN Process Guide, available on the Oracle Business Network.
• OBN Trading Partner User Guide, available on the Oracle Business Network.

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to access the capabilities of this feature:
  • Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT)
  • Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Supplier (POZ_MAINTAIN_SUPPLIER_PRIV)
  • Maintain Supplier Site (POZ_MAINTAIN_SUPPLIER_ADDRESS_PRIV)
  • Maintain Supplier Site B2B Communication Information (POZ_MAINTAIN_SUPPLIER_SITE_TRADING_PARTNER_INFORMATION_PRIV)

Approve Internal Changes on Supplier Profile

Audit compliance and fraud prevention are our top priorities, which make it critical to maintain the integrity of key supplier information. While monitoring changes to sensitive profile data is important, reviewing changes only after the fact limits your ability to be proactive in preventing fraud and improving compliance.

You can apply change control and approval routing for updates to organization details, income tax data, bank accounts, and now addresses; including create and edit. Updating any of this supplier profile information by internal users can be configured to require approvals before changes take effect. Approval requirements are defined using flexible approval routing rules. With the change control capability, you are assured that important supplier information is captured correctly, isn't fraudulent, and your supplier data management processes meet audit compliance requirements.

This feature, along with the existing supplier self-service profile management and supplier profile audit capabilities, continues to enhance the supplier profile change management solution.

NOTE: These internal change controls are available in previous updates: bank accounts (Update 18A), organization details and income tax (Update 20D).

When editing an address, any changes to location, address purpose, phone, fax, email, inactive date, and descriptive flexfields will require approval. 

Edit Supplier Address

The updated address is added to the profile change request and routed for approval.  Approvers can click Details to view the specific changes.

View Address Changes on Profile Change Request

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

To enable the feature:

1. In the Offerings work area, select the Procurement offering, and then click Opt In Features.

2. On the Opt In Procurement page, click the Features icon for the Suppliers functional area.

3. On the Edit Features page, click the Enable icon for the Approve Internal Changes on Supplier Profile feature.

4. Select the feature choice: Addresses. Click Save and Close.

To configure approval rules:

1. In the Setup and Maintenance work area, use the Manage Internal Supplier Profile Change Approvals task to configure approval rules:

• Offering: Procurement
• Functional area: Approval Management

Tips And Considerations

• Enable the profile areas for which you require change management. Changes made to profile areas not enabled or not supported are applied immediately.

• Enabling addresses will require approval for changes made to the core address location, address descriptive flexfields, and address purpose information. Other address details that are maintained in subtabs such as sites, address contacts, transaction tax, and payment attributes aren't change controlled.  Hence, after a new address is approved, you will need to set up these address details. Similarly, when updating an address, any changes to these address details in the subtabs are applied right away. You should avoid updating this information until the change request for the address location is approved. Make any required changes to the address details such as tax after the address change request is approved.

• When Organization details and income tax, or Addresses are enabled, you can modify changes that are pending approval and update the supplier profile by taking the Edit action. This will withdraw the change request from the approval workflow. The workflow will be launched again when you resubmit the changes for approval.

• If you have been using internal change control for bank accounts or organization details and income tax, and now plan to add addresses, assess your existing approval rules.  Use the approval setup task if additional routing rules for the new change controlled profile attributes are needed.

• Supplier profile changes can come from both internal and external users. For each supplier, there can only be one pending profile change request at a given time.

• Creating and updating supplier addresses from the FBDI import, SOAP web service, or REST APIs (for application integration use cases) won't raise internal profile change requests.

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT)
  • Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Supplier (POZ_MAINTAIN_SUPPLIER_PRIV)
  • Maintain Supplier Address (POZ_MAINTAIN_SUPPLIER_ADDRESS_PRIV)

Other Supplier Model Changes in This Update

This section includes details about additional changes in this update that can change the way Oracle Supplier Model Cloud works.

Approver Can Edit Supplier Profile During Spend Authorization Approval

When a supplier is pending spend authorization approval, the current approver can now edit the supplier profile when the feature Approve Internal Changes on Supplier Profile is opted in. The edits done by the approver where change control is enabled will go through the same profile change approval process before they are applied to the profile.

Bug reference: 31662913

B2B Communication Method Changes in Supplier Site

The B2B Communication Method attribute in supplier site is now renamed as Enable B2B Messaging. The values are now changed from: Collaboration Messaging Framework and None; to Yes and No respectively. The existing lookup, ORA_POZ_B2B_COMM_METHOD is still being used. The lookup meanings have been updated but the lookup codes remain the same: Yes and No correspond to codes CMK and NONE respectively.

In the Sites resource of the Suppliers REST service, there are two attributes related to B2B Communication Method: B2BCommunicationMethod and B2BCommunicationMethodCode. If you are using the B2BCommunicationMethod attribute, you will need to change the values from Collaboration Messaging Framework and None to Yes and No respectively. If you are using the B2BCommunicationMethodCode attribute, no changes are required as the codes remain the same.

Sourcing

View Supplier Comments in Team Scoring Spreadsheet

Category managers can solicit additional information about suppliers by defining negotiation requirements. This information could include company history and performance, best practices, environmental policies, certifications, or licenses. Knowing such information provides you a better understanding of the supplier to help you make a more informed award decision. When defining requirements, you can allow suppliers to provide comments with their requirement responses.  These comments may provide additional insights that are useful for evaluation and scoring.

You can now view the supplier comments in the scoring spreadsheet.

Supplier Comments in Scoring Spreadsheet

Scoring team members can now factor in supplier comments when evaluating responses using the scoring spreadsheet, to make better scoring decisions.

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

• When you opt in to use this feature, you must opt in to the feature named Score Requirements Offline with Team Scoring Spreadsheet, which is part of the Procurement offering. Doing so enables the functionality View Supplier Comments in Team Scoring Spreadsheet. If you previously opted in to the feature, you don't have to opt in again.

• To download and upload the scoring spreadsheet, you must install the ADF Desktop Integration plugin for Excel. In the Navigator, click Download Desktop Integration Installer to get started.

Key Resources

• Refer to What’s New for the Score Supplier Requirements Offline in Supplier Negotiations feature, available in Update 19D.
• For more details on ADF Desktop Integration, refer to Installing and Upgrading ADF Desktop Integration in Oracle Help Center.

Role And Privileges

• Users who are assigned this predefined job role can access this feature:
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)

Rank Suppliers Based on the Composite Score of Pricing and Requirements

Many companies evaluate and shortlist suppliers not just based on the best pricing offered, but also on how well they meet requirements.

Currently, the overall response rank is based on the lowest response amount and is used to identify the best supplier offer. For some companies, the rank needs to take requirement scores into consideration in addition to the lowest response amount. Requirement scores represent qualitative aspects such as technical capabilities, other commercial considerations, or risk.

With this update, you have the option to use a composite score of requirements and pricing to rank suppliers.

• Category managers have the ability to select the overall ranking method as composite scoring.
• In requirements, a pricing section is automatically added to score the supplier's response amount.
• Category managers can assign weights to requirement sections including pricing.
• A relative score is calculated for the pricing section based on supplier's response amount. Evaluators score other requirements.
• Composite score is calculated by adding the weighted requirement score and weighted relative score.
• Overall composite rank is derived based on the composite score of response amount and requirements.
• Category managers can see both overall ranks - based on composite score and response amount.

Suppliers will continue to see overall rank based on response amount only.

Select Composite Scoring as Overall Ranking Method

Assign Weights to the Pricing Section

Composite Score is derived as follows:

• Relative Score for Pricing = Maximum Score*(Lowest Response Amount/Response Amount)
• Weighted Relative Score = Relative Score*(Pricing Section Weight/Max Score)
• Composite Score = Weighted Relative Score + Weighted Requirement Score

Higher the composite score, higher the overall rank.

In this example, suppliers responded to an RFQ for procuring computer accessories. The responses include answers to requirements and prices offered for line items. Weights are assigned to each section - Pricing 40%, Overview 40%, Commercial 20%.

For these responses, requirement scores, relative scores and a composite score are derived as shown below.

Rackmount Systems has quoted the lowest response amount, therefore it is ranked 1 while Staples is ranked 2.

Here's how the relative score is calculated for pricing section.

Supplier	Response Amount	Overall Rank (Amount)	Relative Score	Weight (%)	Weighted Relative Score (Pricing)
Rackmount Systems	$400.00	1	10*(400/400) = 10	40	10*40/10 = 40
Staples	$500.00	2	10*(400/500) = 8	40	8*40/10 = 32

Here's how requirement scores are calculated for Rackmount Systems:

Requirement Sections	Weight (%)	Requirement Score	Weighted Requirement Score
Overview	40	4	16
Commercial	20	2	4
Total			20

Here's how requirement scores are calculated for Staples:

Requirement Sections	Weight (%)	Requirement Score	Weighted Requirement Score
Overview	40	4.5	18
Commercial	20	6	12
Total			30

But during requirements evaluation, Staples scored more than Rackmount Systems, which also increased its Composite Score, therefore, Staples is ranked 1, while Rackmount Systems is ranked 2.

Supplier	Weighted Requirement Score	Weighted Relative Score (Pricing)	Composite Score	Overall Rank (Composite)
Staples	30	32	30 + 32 = 62	1
Rackmount Systems	20	40	20 + 40 = 60	2

Category managers have the option to change the section weights during analysis. If they do so, they can view the change in composite score and overall response rank real-time. They also have the option to override the composite scores as per business needs, and can knockout suppliers if responses don't meet or surpass the bare minimum to be shortlisted for awarding.

Award Supplier Based on Overall Composite Rank

Compare Composite Scores and Rank to Award Suppliers

When comparing supplier responses, category managers can gain more insight beyond just price. Ranking suppliers based on both pricing and requirements, provides a more accurate picture of a supplier’s standing.

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

After enabling the Opt In, ensure that these features are enabled in the negotiation style:

1. Requirements
2. Overall Rank

Tips And Considerations

• This feature can't be used if negotiation type is 'Auction' or 'RFI'.
• This feature can't be used if you have enabled Internal Cost Factors in the negotiation style.

Key Resources

• For more details on overall response rank, please refer to Oracle Cloud Readiness.

Role And Privileges

To use this feature, the following roles are required:

• Users who are assigned any of these predefined job roles are automatically able to access this feature:
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)
  • Supplier Bidder (ORA_PON_SUPPLIER_BIDDER_ABSTRACT)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Score Supplier Negotiation Response (PON_SCORE_SUPPLIER_NEGOTIATION_RESPONSE)
  • Update Response Scores for Another Member (PON_UPDATE_OTHER_MEMBER_SCORES)

Send Attachments to Approvers

Send attachments to negotiation and award approvers in the approval notification. Approvers can download these documents from their email to make an approval decision. When creating a negotiation, you can add attachments with the category, To Negotiation Approver on the Overview page. When the draft negotiation is submitted for approval, the approvers will receive these attachments in their email notification along with the negotiation in PDF format.

Add Attachments in Negotiation to Send to Negotiation Approvers

Receive Attachments Via Negotiation Approval Notification

After finalizing the award, you can add attachments with the category, To Award Approver on the Award Negotiation page. When the negotiation award is submitted for approval, the approvers will receive these supporting documents, justifying the award decision, as attachments in their email notification.

Add Attachments in Negotiation Award to Send to Award Approvers

Receive Attachments Via Award Approval Notification

Approvers download attachments from negotiation and award approval email notifications and make quick approval decisions from any device.

Steps to Enable

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

Tips And Considerations

Negotiation or award approvals can be turned on using the setup task Configure Procurement Business Function.

Key Resources

• Configure Negotiation Approval Notification with Business Intelligence Publisher 21B

• Configure Negotiation Approval Notification with Business Intelligence Publisher 21C

• Refer the How to Access and Modify Report Components chapter in the Creating and Administering Analytics and Reports for Procurement guide, available on the Oracle Help Center.

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned any of these predefined job roles are automatically able to add attachments:
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)

• Users who are assigned configured job roles that contain these privileges can add attachments:
  • Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
  • Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)

Other Sourcing Changes in This Update

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

Lines Under Budgetary Control Can Be Awarded to Multiple Suppliers, if Funds Are Not Reserved

Negotiation lines created from requisition lines under budgetary control can now be awarded to multiple suppliers if they meet these two criteria:

1. Funds aren’t reserved for the requisition line
2. Encumbrance accounting isn't enabled for the requisition BU

Bug reference: 32739699

Negotiation Approval Notification Title Has Changed

As of Update 21B, you can configure the negotiation approval notification using the seeded BI publisher template. This feature is no longer optional from update 21D. In this update, the title and email subject of the standard notification has changed as shown in this example: Approve RFP 235 (Office Supplies).

Supplier Qualification Management

Conduct Internal Surveys for Supplier Qualification

Create survey qualifications to aggregate feedback on suppliers from multiple internal responders. You can use these to build consensus on supplier performance, risk, or other criteria to improve the value of your supplier relationships. This feature was originally introduced in 21C. In this update, additional functionality is added. After you opt in to the feature named Conduct Internal Surveys for Supplier Qualification, you can use the feature described in this section.

Enhancements to Internal Surveys for Supplier Qualification

Leverage new productivity enhancements to the internal survey feature launched in Update 21C.  A few to highlight include, the option to default prior response information for the same responder to save time, the ability to filter critical survey questions to focus attention on key areas, and a view for you to see all survey responses for a single question. Also, in survey evaluation, you can now manually score results for increased control during review. These changes, along with other improvements detailed below, provide an overall improved experience when conducting surveys.

The full list of enhancements includes:

• Optionally default prior survey responses for the same responder.
• Cancel outstanding questionnaires.
• Filter critical questions when reviewing survey qualification details.
• View detail survey responses for a single question.
• Choose which response attributes to display for evaluation.
• Manually score responses.
• Manually requalify survey qualifications.
• Duplicate survey initiatives.
• Configure who can close questionnaires or reassign responders.

Optionally Default Prior Survey Response for the Same Responder

On the initiative, you can enable defaulting the prior response onto the new survey questionnaire for the same responder. When defaulting responses is enabled, the responder can review the prior responses in the questionnaire and make changes only when necessary. This will save time for the responder to provide information on a survey questionnaire. You can configure the qualification area to automatically populate responses. Then on the initiative, if all the qualification areas have defaulting response enabled, it'll be enabled on the initiative as well by default.

Cancel Outstanding Questionnaires

You can cancel an outstanding questionnaire that you no longer need a response for or if it was sent out by mistake.

Filter Critical Questions When Reviewing Survey Qualification Details

During the evaluation of a survey qualification, you can filter and view root level critical questions and their responses helping you to make better and faster qualification decisions.

View Detail Survey Responses for a Single Question

On the Evaluate Qualification page, you can now focus on the response details of a single question by clicking the Details icon. You can then review the aggregate as well as individual responses to the question on the Response Details page.

Choose Which Response Attributes to Display for Evaluation

On the Response Details page, you can now choose which attributes to display for evaluation by adding or removing response attributes.

Manually Score Responses

You can now choose to manually score survey questions in the question definition. For questions with manual scoring, you can review the individual responses and the question’s aggregate response, then enter the score.

Manually Requalify Survey Qualifications

When a qualification is near expiration, you can requalify your supplier by sending out new questionnaires to get the most recent internal feedback on suppliers. You can now create a new initiative to manually requalify a survey qualification. You can also group multiple survey qualifications into one initiative by selecting the qualifications from the Manage Qualifications page.

Duplicate Survey Initiatives

When you want to create a new survey initiative to qualify a supplier, you can now duplicate an existing survey initiative. Existing elements such as qualification areas, suppliers, internal responders, and the default internal responder list will be copied onto the new initiative, saving you significant work.

 Configure Who can Close Questionnaires or Reassign Responders

Control which users can perform actions for monitoring survey initiatives.  The Close Supplier Qualification Questionnaire for Response privilege is added for the action to close questionnaires for responding. Additionally, the action to reassign responders is now controlled by the Edit Supplier Qualification Initiative privilege.

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

To take advantage of these enhancements, you must Opt In the 21C feature ‘Conduct Internal Surveys for supplier Qualification’

Key Resources

• Watch Conduct Internal Surveys for Supplier Qualification Readiness Training

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

• Users who are assigned this predefined job role are automatically able to access all the enhancements in this feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)

• Users who are assigned configured job roles that contain these privileges are able to default prior survey responses for the same responder:
  • Edit Supplier Qualification Area (POQ_EDIT_SUPPLIER_QUALIFICATION_AREA_PRIV)
  • Create Supplier Qualification Initiative (POQ_CREATE_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV)

• Users who are assigned configured job roles that contain this privilege are able to cancel outstanding questionnaires:
  •  Cancel Supplier Qualification Questionnaire (POQ_CANCEL_SUPPLIER_QUALIFICATION_QUESTIONNAIRE_PRIV)

• Users who are assigned configured job roles that contain these privileges are able to filter critical questions, view detail survey responses for a single question and choose which response attributes to display for evaluation:
  • Edit Supplier Qualification (POQ_EDIT_SUPPLIER_QUALIFICATION_PRIV)
  • Evaluate Supplier Qualification (POQ_EVALUATE_SUPPLIER_QUALIFICATION_PRIV)
  • View Supplier Qualification (POQ_VIEW_SUPPLIER_QUALIFICATION_PRIV)

• Users who are assigned configured job roles that contain these privileges are able to manually score responses:
  • Edit Supplier Qualification (POQ_EDIT_SUPPLIER_QUALIFICATION_PRIV)
  • Evaluate Supplier Qualification (POQ_EVALUATE_SUPPLIER_QUALIFICATION_PRIV)

• Users who are assigned configured job roles that contain this privilege are able to manually requalify survey qualification or duplicate survey initiative:
  • Create Supplier Qualification Initiative (POQ_CREATE_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV)

• Users who are assigned configured job roles that contain this privilege are able to close questionnaires for responding:
  • Close Supplier Qualification Questionnaire for Response (POQ_CLOSE_SUPP_QUAL_QUESTIONNAIRE_FOR_RESPONSE_PRIV)

• Users who are assigned configured job roles that contain this privilege are able to reassign responder for a questionnaire:
  • Edit Supplier Qualification Initiative (POQ_EDIT_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV) 

Spend Classification

Selected Bug Fixes in This Update

This section describes selected bug fixes in this update that can change the way Oracle Spend Classification Cloud works.

Spend Classification Functional Area Is Available

In update 21D, you can enable spend classification capabilities by enabling, or opting in to, a new Spend Classification functional area in the Procurement offering. In update 21C, the functional area wasn’t available, and you had to perform a workaround to give spend classification access to specific users in your enterprise.

Use the Offerings work area to enable the Spend Classification functional area. For instructions, see the Optional Uptake of New Features (Opt In) section of this document.

After you opt in to the Spend Classification functional area, use the Users tab in the Security Console to assign the Procurement Data Analyst role to the users whom you want to have spend classification access. Alternatively, if you’re maintaining your own configured job roles, refer to the Roles section of the Spend Classification feature in the Oracle Procurement Cloud 21C What's New for details about the privileges to assign to user roles.

After you assign the role, you may need to perform the Run User and Roles Synchronization Process task in the Setup and Maintenance work area to ensure the role changes take effect.

Channel Revenue Management

Supplier Channel Management

Creates and administers supplier trade programs, optimizing the execution and impact of programs and promotions across the demand chain.

Manage Supplier Annual Programs

Manage supplier annual programs through the user interface or a REST service to accrue rebates based on your cumulative purchasing volumes spanning the effectivity of the program. You can define percentage rebates based on purchase value attainment tiers, or you can define amount per unit rebates based on purchased quantity attainment tiers. Retrospective and stepped calculations are supported and you can define product eligibility by item, category, or for all items; supporting exclusions. Eligible purchases are obtained from supplier invoices, which are imported via a CSV file.

Annual Program - General

What makes supplier annual rebates different from supplier rebates is that volume attainments are accumulated across orders. In supplier rebates, rebates are in the context of a given transaction. In supplier annual rebates, rebates are in the context of accumulated volume attainments across orders over the duration of the program, generally a year.

Volume rebates can either be a percentage of the purchase value depending on the tier attained, or a flat amount per unit based on the quantity tier attained. You can also be prequalified into a higher tier so you can immediately accrue at a higher rate because you are expected to hit a particular tier anyway. Once a program is active, you can track attainments for each volume rule. This includes your current tier, your current attainment, what percentage of the current tier you have reached, how much additional volume is needed to reach the next tier, and how much additional volume is needed to reach the prequalified tier. You are provided with insight into how far you are from the next tier so you can proactively consider business actions to reach your next goal.

Annual Program - Volume Rule and Insight

In terms of product eligibility, we support all items, specific items or categories, and exclusions. Categories supported belong to a catalog from Oracle Product Information Management Cloud. Additionally we support items or categories which are included as part of your volume attainment but excluded from discount.

Categories require setup. Each supplier will have their own catalog of categories. Each item can optionally belong to a single category. In other words, an item does not have to belong to a category, but if it does, it can only belong to one. There is no support for a hierarchy of categories, a flat hierarchy of categories is supported.

Annual Program - Products

Operational reporting provides the accruals totals in their various statuses of Earned, In Progress, Paid, and Available. These can be further broken down by invoice period, category, or item. With the introduction of supplier annual programs, these programs are now part of the supplier checkbook. You can see accruals in ledger currency, summarized by business unit, supplier, supplier site, and program.

Annual Program - Checkbook

Annual Program - Checkbook (Earned)

Supplier Checkbook

With support of annual programs from suppliers:

• You can reduce margin leakage. Accurate claim computation reduces supplier rejection.
• You can reduce the cost to manage annual rebates. A streamlined process helps companies realize value faster from annual rebate claims.
• Simplify the business by automating the execution of annual rebate agreements. Quick and efficient rebate realization lessens the workload on your personnel.

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

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Annual Program features described here.
2. Alternately, the Supplier Annual Program features can be enabled by opting in to the Channel Revenue Management functional area and Supplier Channel Management feature through the Order Management offering.

Tips And Considerations

Error handling tips for CSV Import:

1. Errors will provide users with an error.csv file and a reject.csv file for a given import.
2. All the errors are in the error.csv file.
3. The reject.csv file is a copy of your source CSV with additional columns with error messages.
4. Correct the errors in the reject.csv file.  Remember to remove the first and last columns containing error messages, and save as a new CSV file.
5. Import the new CSV file.

Implementation considerations for exporting the claim extract to Microsoft Excel in support of claims:

• The predefined BI Publisher template Supplier Annual Program Claim Detail Extract Report is located under Supply Chain Management > Channel Revenue Management > Supplier Channel Management > Claims.

• Configure the predefined claim template to Excel using BI Publisher to make it your own.

• Decide which columns you want to include in the export file and create a BI Publisher template for it.

• The default format for Date attributes is ‘YYYY/MM/DD’.

• The default format for Timestamp attributes is ‘YYYY/MM/DD HH24:MI:SS’.

Key Resources

• Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Role And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
  • Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST)
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER)

Manage Supplier Channel Programs Through the Procurement Work Area

Manage your supplier channel programs through the Procurement work area. You can quickly navigate to Channel Revenue Management to administer supplier channel programs and monitor the performance of these programs. You can manage any setup tasks through the Supplier Incentives functional area under the Procurement offering in the Functional Setup Manager.

Supplier Channel Management Work Area Via Procurement

Functional Setup Manager - Supplier Incentives Under the Procurement Offering

The new Supplier Channel Management work area from Procurement provides an improved user experience for supplier channel managers and supply chain application administrators who already have access to other Oracle Procurement Cloud services.

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

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Channel Management features described here.

Key Resources

• Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Role And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)
  • Supply Chain Integration Specialist (ORA_RCS_SUPPLY_CHAIN_INTEGRATION_SPECIALIST)
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER)

Provide Additional Subledger Accounting Sources for Supplier Channel Accounting Rules

Configure flexfields at the claim header level for supplier claims. You can use supplier claim header and supplier program header flexfields as sources for your channel accounting rules.

The additional subledger accounting sources provide a more flexible automated channel accounting solution.

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

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Channel Management features described here.

2. Alternately, the Supplier Channel Management features can be enabled by opting in to the Channel Revenue Management functional area and Supplier Channel Management feature through the Order Management offering.

Key Resources

• Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Role And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR)

Approve Manual Adjustments to Accruals for Supplier Ship and Debit Programs

Approve manual adjustments to accruals for supplier ship and debit programs. You can create a manual adjustment and submit it for approval. You can approve or reject the adjustment if you have the adjustment approval privilege.

Manage Adjustments

Approval Actions

The approvals feature provides auditability for supplier ship and debit adjustments.

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

1. You must opt in to the functional area named: Supplier Incentives under the Purchasing functional area. Then opt in to the feature named: Supplier Channel Management. Opting into this feature area enables all of the Supplier Channel Management features described here.

2. Alternately, the Supplier Channel Management features can be enabled by opting in to the Channel Revenue Management functional area and Supplier Channel Management feature through the Order Management offering.

Key Resources

• Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.
• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Role And Privileges

• Users who are assigned these predefined job roles are automatically able to access this feature:
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Manage Supplier Manual Adjustments (CJM_MANAGE_SUPPLIER_MANUAL_ADJUSTMENT_PRIV)

Procurement Contracts

Print Standard and Custom Attributes in Deviation Reports

You can print standard contract attributes, custom attributes, and descriptive flexfields in deviation reports. The deviation data model XML provides the list of attributes that you can use to configure these reports in Oracle Business Intelligence Publisher:

• SupplierContractDeviations.rtf
• CustomerContractDeviations.rtf

Attributes added in the RTF templates will be reflected in PDF reports also.

From the Review Deviation Report UI, you can download the RTF report, PDF report and deviation data model XML of the specific contract. The data model XML has the tags which can be used to customize the deviation reports. 

Standard attributes related to sourcing and purchasing can be added in the SupplierContractDeviations.rtf. The PDF and RTF reports and the data model XML are available in the Procurement application from Negotiations, Purchase Agreements and Purchase Orders UIs.

Review Contract Deviations UI

Use the opt-in Print Standard and Custom Attributes in Deviation Reports to enable this feature.

You can view the PDF report before activating the contract. Adding additional attributes related to the contract provide better context about the deviations to the approver and helps in the approval process.

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

Key Resources

• See the "Approve and Accept Customer Contracts" chapter in the Using Customer Contracts guide.

Protect System Variable Edits in Microsoft Word

You can add system variables and view the value for these variables in your contract. You can’t save edits to system variables using the Oracle Contracts Microsoft Word add-in back to the application, but you can delete them. To delete a system variable, you must delete the content control of a system variable.

The application displays an error when you try to edit a system variable using the Microsoft Word document. System variables should be updated directly in the application to reflect in the word document.

Error Message When Editing System Variable

This feature improves the user experience when editing contracts in Microsoft Word.

Steps to Enable

You must download the latest Microsoft Word add-in from Contracts -> Terms Tab -> Actions Button -> Download Add-in for Microsoft Word Add-in.

Key Resources

• See the "Author Contract Terms" chapter in the Using Customer Contracts guide.

Use Problem Resolution in Contract Validation Messages

When you validate a contract, more meaningful and informative validation error and warning details are provided in the Validation Results page to help you resolve any contract validation issues. For example, additional information might include what caused the problem and how and where to fix the issue so that the validation of the contract can proceed. You can also view these validation details when you validate the contract from the contract wizard.

Validation Contract UI Displaying Problem Resolution

This feature helps you fix contract validation errors more effectively.

Steps to Enable

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

Use Enterprise Contracts in Business Intelligence Cloud Connector

You can use Oracle Business Intelligence (BI) Cloud Connector to extract the BI data from Enterprise Contracts. Here are the contract objects you can use in BI Cloud Connector:

• Contracts
• Contract Translations
• Contract Custom Extensions
• Contract Approval History
• Contract Signature History
• Contract Status History
• Related Contracts
• Contract Parties
• Contract Party Contacts
• Contract Sales Credits
• Contract Fulfillments
• Contract Fulfillment Notifications
• Contract Fulfillment Translations
• Contract Risks
• Contract Lines
• Contract Line Translations

You can search for the objects to extract in the BI Cloud Connector Console.

BI Cloud Connector Console

For each object, you can edit a query and select columns to isolate the data to be extracted.

Query Columns for an Object

This feature lets you export the contract data for analysis.

Steps to Enable

Make the feature accessible by assigning or updating privileges and/or job roles. Details are provided in the Role section below.

Key Resources

• See the Oracle BI Cloud Connector Console documentation.

Role And Privileges

Update the security privileges for users who require access to BI Cloud Connector (BICC). Refer to Provision Access.