Update 22A

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
06 DEC 2022	Dual Units of Measure	Request Items That Are Priced in Their Secondary UOM	Updated document. Removed opt in expiration.
06 DEC 2022	Dual Units of Measure	Automatically Derive Ordered Quantity for Items Priced in Their Secondary UOM	Updated document. Removed opt in expiration.
06 DEC 2022	Dual Units of Measure	Import Purchase Orders for Items Priced in Their Secondary UOM	Updated document. Removed opt in expiration.
06 DEC 2022	Dual Units of Measure	Generate Reports on Purchase Orders for Items Priced in Their Secondary UOM Using OTBI	Updated document. Removed opt in expiration.
20 DEC 2021			Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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

Receive Order Forecasts from Customers

Use the new predefined message definition Oracle-1-0-B2B-Order-Forecast-In to receive an order forecast message from your customers and use it for your organization’s demand planning.

Enable the Customer Collaboration business process to allow the Order Forecast – Inbound document to be exchanged. Then associate it with a customer in the Manage Customer Collaboration Configuration task.

Set up this message definition as an inbound collaboration message for a trading partner and then associate the trading partner and Order Forecast- Inbound document with a customer using the Manage Customer Collaboration Configuration task.

After the message is received and transformed, a compressed file is placed in Oracle WebCenter Content and processed by the Collaboration Customer Demand Uploads resource.

Oracle-1-0-B2B-Order-Forecast-In Message Definition

Increase the accuracy of your organization's demand plan by allowing customers to share their order forecast data using a B2B XML message.

Steps to Enable

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

Key Resources

• Configuring and Managing B2B Messaging for Oracle Applications Cloud 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 can access this feature:
  • B2B Administrator (ORA_CMK_B2B_ADMINISTRATOR)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Customer Demand as Customer User (VCS_MANAGE_CUSTOMER_DEMAND_CUSTOMER_PRIV)

Procurement Common

Common Procurement

Integrate and Extend Procurement Using REST Services

In this update, Oracle Fusion Cloud Procurement and Oracle Fusion Cloud Self Service Procurement deliver modified REST APIs to enable and simplify integration with external systems.

The following REST APIs are enhanced:

• Purchase Requisitions
  • GET, POST, and PATCH are supported for budget date so you can explicitly create a requisition distribution by providing a budget date

• Draft Purchase Orders
  • GET, POST, and PATCH are supported for pricing UOM
  • PATCH is supported for item and source blanket purchase agreement for open and draft purchase orders

• Purchase Orders
  • GET is supported for pricing UOM, secondary UOM, and secondary quantity

• Requisition Processing Requests
  • GET and POST are supported for order number and PO header ID so you can add requisition lines to an existing order

• Supplier Negotiations
  • POST and PATCH are supported for parent supplier contacts of the invited suppliers

• Suppliers
  • Use the Submit Supplier Spend Authorization Request custom action to submit a supplier spend authorization request for approval

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.

After you opt in to the feature named Purchase Items That Are Priced in Their Secondary UOM, you can use the features described in this section.

Request Items That Are Priced in Their Secondary UOM

For items with dual units of measure, create requisitions in a UOM that matches how the item is packed and shipped, and is different from the UOM that you use to price and invoice the item. In update 21D, you could only use the requisition import (FBDI or Purchase Request Web Service) to create externally managed requisitions for items with dual UOMs. In this update, you can use the UI to create requisitions for items with dual UOMs, and use the requisition import to create internally managed requisitions for items with dual UOMs. We refer to this feature as dual units of measure in the procure-to-pay process.

When you create a requisition using the UI, you don't have to enter a quantity in two units of measure for dual UOM controlled items. You can provide either the primary UOM quantity or the secondary UOM quantity, and the transaction will be automatically tracked in both UOMs according to the UOM conversion rules.

Consider an example where Haddock fillets are priced in pounds but shipped in cases. According to the standard conversion, 1000 pounds of fish is equivalent to 10 cases, and per the BPA, the price of the fish is USD 2 per pound..

Item	Primary UOM Quantity	Secondary UOM Quantity	BPA Price
Haddock Fillets	10 Cases	1000 pounds	USD 2/pound

Here's how you use the feature to request items that are priced in their secondary UOM:

1. Search or browse the Procurement catalog and see the item with the BPA price converted to the primary UOM case. According to the standard UOM conversion, USD 2/pound equates to USD 200/case.

2. Drill down to the item details page to order 1000 pounds of fish.

Tip: Alternatively, you can order 10 cases of fish.

3. Review your requisition and make any adjustments to the quantity by entering either the primary UOM quantity or the secondary UOM quantity.

Tip: Alternatively, you can use the Enter Requisition Line page to order the fish. Enter either the primary UOM quantity or the secondary UOM quantity, and the UOM conversion rules will be applied for any necessary quantity adjustment.

You can use dual units of measure to:

• Track the item in a UOM that's different from the UOM that you use to stock the item. For example, use the primary UOM Cases to track the quantity that your customer orders, and use the secondary UOM Pounds to track the secondary quantity that you price and actually ship.

• Create requisition lines, using the UI or requisition import, in two units of measure: primary and secondary.

• Charge the right price to your purchase requests based on the actual quantity shipped in the 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 primary UOM or the secondary UOM using blanket purchase agreements.

  • If you have already opted into this feature in update 21D, then you need to manually run the ESS job Transform Data Post Upgrade. This process will update the shopping catalog index with the correct item prices for blanket agreements that are priced in the secondary UOM.

• Enable an item for dual unit of measure tracking. The Manage Items task is used in the Product Information Management work area to set the Tracking Unit of Measure attribute to Primary and Secondary for the item.

• Create your units of measure and then create the standard conversion to convert between the primary UOM and the secondary UOM.

• Use purchase agreements to price dual UOM items. 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. The item's list price will be used as the price with the primary UOM of the item.

• Use the Enter Requisition Line or the Item Details page,  to create requisition lines and provide either the primary UOM quantity or the secondary UOM quantity. The item's deviation factors don't apply to this feature.

• Review and adjust the quantity or the secondary UOM quantity of dual UOM items in the Edit Requisition page. Optionally, you can use the mass edit window to update the quantity, which will in turn adjust the secondary quantity. The mass edit window doesn't support updates to the secondary UOM quantity.

• In this release, you can also use this feature to create internally managed requisitions using either FBDI or Purchase Request Web Service. You can provide either the primary UOM quantity or the secondary UOM quantity. If you provide both, the secondary UOM quantity is calculated according to UOM conversion rules. The quantity you provide at the distribution level is based on the primary UOM, even if you provide only the secondary UOM quantity at the line level. When you provide the secondary UOM quantity and create multiple distributions, you can use the percentage attribute for the distribution allocation optionally.

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

Key Resources

• For more information on how to price items in the secondary UOM using a blanket purchase agreement, refer to these features:
  • Purchase Items That Are Priced in Their Secondary UOM feature, available in the Oracle Procurement Cloud What's New, update 21D.
  • Automatically Derive Ordered Quantity for Items Priced in Their Secondary UOM feature, available in the Oracle Procurement Cloud What's New, update 22A.

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:
  • Requisition Self Service User (ORA_POR_REQUISITION_SELF_SERVICE_USER_DUTY)
  • 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.

Automatically Derive Ordered Quantity for Items Priced in Their Secondary UOM

When you enter the secondary quantity in the secondary UOM for a dual UOM item, the application will automatically calculate the quantity in the UOM on the order line. In update 21D, you couldn't edit the secondary quantity. This update lifts that restriction. 

This screen capture illustrates the feature:

Enter the Secondary Quantity and Derive the Quantity Automatically

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 use this feature, you must opt in to the Purchase Items That Are Priced in Their Secondary UOM feature. If you previously opted in to the Purchase Items That Are Priced in Their Secondary UOM feature, then this feature is automatically enabled.

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)

Import Purchase Orders for Items Priced in Their Secondary UOM

You can now create purchase orders for dual UOM items priced in their secondary UOM using the File-Based Data Import (FBDI) template.

A new Pricing UOM attribute is included on the FBDI template to price items tracked in the primary and secondary units of measure.

Purchase Order Import Template

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 use this feature, you must opt in to the Purchase Items That Are Priced in Their Secondary UOM feature. If you previously opted in to the Purchase Items That Are Priced in Their Secondary UOM feature, then this feature is automatically enabled.

Tips And Considerations

• You can only provide a pricing UOM if the item is a dual UOM item.

• You can enter the secondary UOM as the pricing UOM or the purchase order line UOM as the pricing UOM for dual UOM items.

• If you don’t provide the pricing UOM, the purchase order line UOM will be used as the pricing UOM.

• You can’t upload purchase order lines with the UOM set to the item’s secondary UOM.

• If you don't provide the secondary quantity and secondary UOM for dual UOM items on purchase order lines, the value for the secondary UOM defaults from the Product Management item definition. The secondary quantity is calculated according to UOM conversion rules.

• If you provide the secondary quantity but not under the UOM conversion rule, then the secondary quantity is overridden according to UOM conversion rules. Item's UOM deviation factors aren't considered.

• If you reference a blanket purchase agreement on the order line, the pricing UOM must match the source agreement line UOM. If you don’t provide the pricing UOM, the value for the pricing UOM defaults from the source agreement line. If the source agreement line is priced in the secondary UOM, then the quantity UOM on the order line must be the primary UOM of the item.

Important Considerations

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

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 any of these predefined job roles can set up this feature:
  • 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:
  • Import Purchase Order (PO_IMPORT_PURCHASE_ORDER_PRIV_OBI)

Generate Reports on Purchase Orders for Items Priced in Their Secondary UOM Using OTBI

Generate reports and inquiries on purchase orders for items priced in their secondary UOM. For items that could be priced in either the primary or secondary UOM, you can now utilize the pricing UOM and quantity attributes directly in your analysis. Depending on how the item is priced, the pricing UOM attributes will hold either the corresponding order line UOM or the secondary UOM attribute values. The following Oracle Transactional Business Intelligence (OTBI) attributes are available under these folders:

• Procure to Pay Real Time Subject Area: 
  • Purchase Order
    • Pricing UOM, Pricing UOM Name, Pricing UOM Description
  • Purchase Order Measures
    • Pricing Ordered Quantity, Pricing Open Ordered Quantity, Pricing Delivered Quantity

• Purchasing Real Time Subject Area:
  • Purchase Order Lines > Purchase Order Line
    • Pricing Quantity
  • Purchase Order Lines > Purchase Order Line Details
    • Pricing UOM, Pricing UOM Name, Pricing UOM Description
  • Purchase Order Schedules -> Purchase Order Schedule
    • Pricing Schedule Quantity, Pricing Over Receipt Quantity, Pricing Received Quantity, Pricing Shipped Quantity, Pricing Accepted Quantity
  • Purchase Order Schedules -> Purchase Order Schedule Details
    • Pricing UOM, Pricing UOM Name, Pricing UOM Description
  • Purchase Order Distributions -> Purchase Order Distribution
    • Pricing Distribution Quantity, Pricing Distribution Delivered Quantity, Pricing Distribution Ordered Quantity, Pricing Canceled Quantity

Values for these attributes are taken from the underlying purchase order line, schedule, and distribution.

This screen capture illustrates the feature:

OTBI Report for Pricing in Secondary

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 use this feature, you must opt in to the Purchase Items That Are Priced in Their Secondary UOM feature. If you previously opted in to the Purchase Items That Are Priced in Their Secondary UOM feature, then this feature is automatically enabled.

After you have opted in to the feature, add Pricing UOM attributes to existing reports or use them in new reports. To learn more about how to create and edit reports, see the Creating and Administering Analytics and Reports guide.

Tips And Considerations

Important Considerations

• Subject area attributes including pricing UOM and quantities are available without opt in; however, to generate reports for orders priced in the secondary UOM, you must opt in to the Purchase Items That Are Priced in Their Secondary UOM feature.

• Evaluate whether you need to add pricing UOM attributes to reports if you are pricing purchase orders in the secondary UOM.

• Evaluate whether you need to add pricing quantity metrics to reports if you need to compute or verify the amount metrics to the corresponding quantity in the pricing UOM.

• Evaluate whether your own configured validation of amount should be changed when pricing in the secondary UOM.  You may need to use the pricing-related quantity columns for amount based validations. For example, an existing report shows the Purchase Order Distribution Amount and the Distribution Quantity to validate the amount value against the corresponding quantity.  You might consider using Pricing Distribution Quantity if that report expects the matching result for amount metrics to be unit price multiplied by quantity.  

• Evaluate whether your own derived expressions should be changed when pricing in the secondary UOM.  You may need to use the pricing-related quantity columns for amount-derived expressions.   For example, if you have a derived PO Schedule Amount in any existing report with the expression Unit Price * Schedule Quantity, you might need to switch the Schedule Quantity to be the Pricing Schedule Quantity in the expression.

• If reporting was done on purchase orders priced in secondary UOM in update 21D, although not supported, you might see a change in the value for quantity columns in update 22A. In update 21D OTBI, the UOM column shows the pricing UOM of the line. In update 22A OTBI, the UOM column shows the UOM of the line. Therefore, any reports created in update 21D for lines priced in the secondary UOM will see a value change in update 22A.  

Role And Privileges

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

• Users who are assigned any of these predefined job roles are automatically able to access the Procurement - Procure to Pay Real Time subject area:
  • Buyer (ORA_PO_BUYER_JOB)
  • Purchase Analysis (ORA_PO_PURCHASE_ANALYSIS_ABSTRACT)
  • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
  • Accounts Payable Manager (ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB)
  • Accounts Payable Supervisor (ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB)
  • Accounts Payable Specialist (ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB)

• Users who are assigned any of these predefined job roles are automatically able to access the Procurement - Purchasing Real Time subject area:
  • Buyer (ORA_PO_BUYER_JOB)
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Purchase Analysis (ORA_PO_PURCHASE_ANALYSIS_ABSTRACT)
  • Procurement Manager (ORA_PO_PROCUREMENT_MANAGER_JOB)
  • Procurement Contract Administrator (ORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB)

• Users who are assigned configured job roles that contain this duty role are able to access the Procurement - Procure to Pay Real Time subject area:
  • Spend Transaction Analysis Duty (FBI_SPEND_TRANSACTION_ANALYSIS_DUTY)

• Users who are assigned configured job roles that contain this duty role are able to access the Procurement - Purchasing Real Time subject area:
  • Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Purchasing

Selected Purchasing Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Fusion Cloud Purchasing works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Allow Supplier Changes to a PO Regardless of the Minimum Release Amount

Before update 22A, suppliers couldn't make edits to a PO that would result in the minimum release amount not being met. After you update to 22A, suppliers can suggest changes to purchase orders even if it means the PO doesn't meet the minimum release amount. This is only a change in behavior for supplier-initiated changes.

Oracle reference: 33136264

Change Source Agreement Reference for the Same Item with Multiple Supplier Items Using REST Resources

Before update 22A, you couldn't change the source agreement reference for a master item if the supplier item numbers differ between the existing PO line and the new source agreement line. After you update to 22A, you can change the source agreement reference, and the supplier item on the PO line will get updated to match the source agreement line.

Oracle reference: 33270186

Steps to Enable

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

External Purchase Prices

Manage Approval Rules for External Purchase Prices

Configure approval rules for external purchase prices through the Manage External Purchase Price Approvals user interface.

You can now define the approval rules for External Purchase Prices effortlessly using the Manage External Purchase Price Approvals setup from the Functional Setup Manager work area.

Manage External Purchase Price Approvals

You can define the rules by selecting the Business Units, Supplier, Supplier Site, and Purchasing Category from a list instead of defining the rules based on the identifier of these attributes. You can also select item number, source contract type, currency, document type, and change order type from a list while defining the rules.

Defining Approval Rules

You must deploy the rules after you create new rules or update existing rules for the changes to take effect in the approval workflow.

The approval rules defined for External Purchasing Prices in earlier releases using the Manage Task Configurations setup will be automatically updated when you open the Manage External Purchase Price Approvals setup page for the first time.

This new setup page allows procurement administrators to define approvals using the attribute names and list of values instead of identifier values, thereby making it much easier to configure and troubleshoot.

Watch a Demo.

Steps to Enable

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

Tips And Considerations

• Watch Enhanced Approval Management for External Purchase Prices 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 Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) job role can access this feature.
• Users who are assigned configured job roles that contain the Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV) privilege can access this feature.

Optionally Exclude External Purchase Price Lines from Selection

Control external purchase price lines from being included or excluded in the selection process to create purchase agreement lines.

External purchase price lines are always created as included for purchasing during import. You can now exclude External Purchase Price Lines from purchasing. The lines you mark as excluded from purchasing will not be considered for selection when creating the purchase agreements. You can also include the lines that you excluded earlier.

External Purchase Price Line Actions

You can enable an external purchase price line for purchasing only from the External Purchase Prices page. You can’t update this status through change orders created using the External Purchase Price Requests REST API.

Using this feature, you have the flexibility to temporarily stop creation of purchase agreements for certain items for a specific time period and enable them later when you want them to be added to purchase agreements.

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 can access this feature.

• Users who are assigned configured job roles that contain the Manage External Purchase Prices (SCH_MANAGE_EXTERNAL_PURCHASE_PRICES_PRIV) privilege can access this feature.

Manage Approval Exceptions from Transaction Console

Monitor and troubleshoot errors in external purchase prices approval workflow from the Transaction Console work area. View error logs, recover or terminate approval tasks from the Transaction Console.

After an approval workflow is initiated, it's a good idea to keep track of it and step in when needed, especially when something goes wrong. If you have the appropriate roles, you can monitor and troubleshoot workflow tasks for others and for yourself. The Transaction Manager: Transactions page in the Transaction Console work area helps you manage external purchase price approval transactions.

Transaction Console

The transaction status and your roles determine what you can see and the actions that you can take. Here are some of the things you can do:

• View the approval history for transactions that are in progress or completed, to know which approvers have approved the transactions and the current assignee, if any.

• Download and review diagnostic logs for transactions with errors. For example, you can identify the conditions in the approval rules that might have caused the error.

• Depending on what's going on with the transaction, you could for example, reassign or recover the transaction. This eliminates the need to terminate the workflow and start a new workflow.  

Approval Error Details and Resolution

Procurement Administrators can now easily identify the issue in the approval rules that is affecting the approval workflow. The Administrator can download the diagnostic logs for troubleshooting, directly from the transaction console.

Steps to Enable

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

Tips And Considerations

If external purchase prices or change orders have errors, their status in the external purchase prices work area as seen by purchase price managers will be displayed as Pending Approval. Only procurement administrators can see the approval workflow errors in the transaction console.

Key Resources

• Refer to Approval Management for Procurement - Transaction Console in 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 Review Procurement Approval Transactions as Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) job role can access this feature.

• Users who are assigned configured job roles that contain the following privilege or duty role can access this feature:
  • Review Approval Transactions (PER_REVIEW_APPROVAL_TRANSACTIONS_PRIV)
  • Review Procurement Approval Transactions as Administrator (ORA_PO_REVIEW_PRC_APPROVAL_TRANSACTIONS_HCM)

Supplier Model

Automatically Inactivate Suppliers Based on Activity

Keeping your supply base current by inactivating suppliers you're no longer doing business with, and those marked as one-time suppliers improves transaction processing and reduces the risk of fraud. Manual processes to manage the inactivation of these suppliers are cumbersome, expensive, and slow, leading to errors and delays. Oracle Fusion Cloud Procurement now has options to automatically inactivate one-time suppliers after payment as well as suppliers without procure-to-pay activity for a specified time period. Automation of the inactivation process helps support a well-maintained supplier master which leads to smoother transaction processing and reduced risk of fraud.

You can run the Inactivate Suppliers process from the Import Suppliers or Schedule Processes pages. Using Advanced Options, the process can be scheduled to run on a regular interval such as monthly or quarterly which is recommended. The Inactivate Suppliers process has the following parameters:

• Suppliers with No Transactions: Select Yes if you want to inactivate suppliers with no recent purchase orders, invoices, and sourcing transactions.

• Months Since Last Transaction: Enter the number of months to identify suppliers with no transactions. For example, entering 24 months indicates that suppliers with no transactions in the last 24 months will be inactivated.

• Paid One-Time Suppliers: Select Yes if you want to inactivate one-time suppliers who received at least one payment.

• Generate inactivation list only: Select this option if you want to review the list of suppliers to be inactivated based on the specified parameters before inactivating the suppliers.

Inactivate Suppliers Process Parameters

If you select, Generate the inactivation list only, you can review the output file of the Inactivate Suppliers process. Otherwise, submitting the process will initiate supplier inactivation and set the inactive date to the current system date for the targeted suppliers. To inactivate suppliers, Import Suppliers process is run. You can review the output file of the Import Suppliers process to see the number of suppliers inactivated and review any suppliers that can't be inactivated due to errors.

Steps to Enable

No predefined job roles contain all the privileges required to access this feature. Refer to the Role Information section and assign the privileges to a configured job role for users.

Tips And Considerations

• You can submit two processes with different schedules, one to inactivate suppliers with no transactions and another to inactivate one-time suppliers if you'd prefer to process separately. 

• When inactivating suppliers for the first time, it's recommended to generate the inactivation list first for review before inactivating suppliers.

• The Months Since Last Transaction parameter is only applicable when you inactivate suppliers with no transactions. It has no impact on inactivating one-time suppliers.

• Suppliers that have a future inactive date won't be inactivated by the Inactivate Suppliers process. If you have suppliers you want to ensure are never automatically inactivated, setting an inactive date far in the future is the best way to ensure the process will never include them.

• To activate a supplier again, simply remove the inactive date from the supplier profile.

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 a configured job role that contains these privileges can access this feature:
  • Schedule Inactivate Suppliers Process (ORA_POZ_AUTO_INACTIVATE_SUPPLIERS_PRIV): this privilege is new in this update
  • Import Supplier (POZ_IMPORT_SUPPLIER_PRIV)
  • Manage Scheduled Processes (FND_MANAGE_SCHEDULED_PROCESSES_PRIV)

• Users who are assigned any of these predefined job roles can access this feature after they are assigned the new privilege, Schedule Inactivate Suppliers Process (ORA_POZ_AUTO_INACTIVATE_SUPPLIERS_PRIV):
  • Supplier Manager (ORA_POZ_SUPPLIER_MANAGER_ABSTRACT)
  • Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT)

Use DataFox Supplier Intelligence in Supplier Self-Service Registration

Capturing accurate supplier profile data and risk information early in the onboarding process helps identify potentially risky suppliers, reduces qualification costs, and improves outcomes. Without profile data and risk information integrated into the onboarding flow, it is much more difficult to reliably screen for risk conditions and ensure data accuracy when reviewing potential suppliers.

Watch a Demo.

Supplier intelligence leverages DataFox artificial intelligence to manage supplier risk. It delivers real-time signals, alerts, risk indicator scores, and enriched profile data directly into your supplier onboarding process, which now including supplier self-service registration for enhanced supplier risk management.

The supplier self-service registration flow now launches with a company search dialog which helps the user select their company from an autosuggest list of DataFox verified companies. Firmographic details such as corporate website, tax country, and taxpayer ID default onto the registration request along with the verified company name. The user can review the information and proceed to fill in other details. A corporate address is also suggested to help capture company address information.

After the registration request is submitted, additional firmographic and intelligence details such as risk indicator score, industry category, and subcategory are available to the registration approver. These capabilities help approvers make more informed approval decisions.

Autosuggested Companies in Register Supplier

Firmographic Data defaulted from DataFox

Address Suggestion from DataFox

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 this feature, you must opt in to the Manage Supplier Risk with DataFox Supplier Intelligence feature under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, you can proceed to opt in to the Use DataFox Supplier Intelligence in Supplier Self-Service Registration feature.

Tips And Considerations

• If you have personalized the Company field on the Register Supplier: Company Details page, you will have to redo it after you opt in to this feature. 

• If you can't find a match for the entered company, you can click the last option in the autosuggest search result Can't find your company? Click here to proceed for manual entry.

Key Resources

• Watch the Use DataFox Supplier Intelligence in Supplier Self-Service Registration Demo.
• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence feature.

Role And Privileges

Approvers of suppliers registration request will need one of the following to access supplier intelligence data such as score and signals:

• Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
• View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege

Use DataFox Supplier Intelligence Risk Indicator Score in Registration Approval

Identifying potential risks with new suppliers is a top priority for procurement organizations. Automation for identifying risk in supplier onboarding improves efficiency, effectiveness, and outcomes. With less automation, processes are reliant on end-user decisions to identify risk and other manual tasks that can be inefficient and error-prone. Supplier registration approval workflows now support using the DataFox Supplier Intelligence risk indicator score as an approval attribute. This ensures potential suppliers with identified risks are automatically routed for additional review or rejected; leading to better and more efficient outcomes.

Configure a supplier registration approval rule using the DataFox Score.

Use DataFox Score as a Condition for Registration Approval Rule

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 this feature, you must opt in to the Manage Supplier Risk with DataFox Supplier Intelligence feature under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Tips And Considerations

• You can use the DataFox Score attribute to author approval rules for both external and internal supplier registration approvals.
• To view the score value in the approval notification or on the registration request page, you will need to have the Supplier Intelligence discretionary role.

Key Resources

• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence feature.

Role And Privileges

Users who are assigned one of the following can access supplier intelligence data such as score and signals:

• Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
• View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege

Support Other Service Providers for Intelligent Oracle Business Network Connectivity

In update 21D, you can use the Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity feature, which guides you through the streamlined B2B document sharing setup in the supplier profile.  However, you can't opt in to the feature if you have B2B messaging setup with any suppliers using service providers other than Oracle Business Network (OBN).

You can now opt in to this feature to leverage the automatic B2B messaging setup with suppliers on OBN, and still use service providers other than OBN.  For example, you may have an industry-specific service provider required for connecting with a few targeted suppliers in your industry.

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 this feature, you must opt in to the Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity feature and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Key Resources

• Refer to the What's New and Readiness Training for the Streamline B2B Document Sharing with Intelligent Oracle Business Network Connectivity feature.

Sourcing

Allow Parent Supplier Access to Negotiations in Supplier Portal

Due to mergers or acquisitions, the supplier contact of the parent company may have increased responsibility to respond to the negotiations of their subsidiaries.

With this feature, a supplier contact can negotiate on behalf of multiple supplier companies as long as they have appropriate data access for these subsidiaries. This ensures that the supplier contacts of the parent company can only respond to the negotiations of the subsidiaries to which they have access to.

The invited contact of the parent company will now receive the negotiation terms and conditions of its subsidiaries in a notification email. After the parent supplier contact accepts the terms, they receive the negotiation invitation email with the negotiation details intended for its subsidiary. They can now review negotiation details and acknowledge the intent to participate in the negotiation. It is possible a parent supplier contact can be invited on behalf of multiple suppliers. They can see the supplier company for which the negotiation is intended.

The activity of the parent supplier contacts is also recorded in the supplier activity log and can be tracked when monitoring supplier activities. When award is completed and shared with suppliers, the parent supplier contact is notified. When purchasing documents are created, you must select an active contact of the child supplier company on the purchase order or agreement.

Parent supplier hierarchy

Select a Supplier Contact from the Parent Supplier to Invite

Parent Supplier Contact Can See Active Negotiations for Their Subsidiaries

Your suppliers can streamline the negotiation response process with centralized management within a corporate hierarchy.

Watch a Demo.

Steps to Enable

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

Offering: Procurement

• To setup supplier relationships and hierarchy, a Supplier Administrator should populate the parent supplier on the subsidiary's supplier profile in the Suppliers work area.

Supplier Administrator Sets Up Parent Supplier Hierarchy

• Supplier administrator sets up data access for the supplier contact of the parent supplier company by adding the child suppliers to access. The parent contact will then be able to respond to its subsidiaries’ negotiations in the Supplier Portal.

Supplier Administrator Sets Up Data Access for Supplier Ccntact of the Parent Company

Key Resources

• Watch the Allow Parent Supplier Access to Negotiations in Supplier Portal Demo

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.

• Supplier administrators who are assigned the following predefined job role are automatically able to set up the parent supplier hierarchy and data access for the parent supplier contact:
  • Supplier Administrator (ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT)

• Users who are assigned any of these predefined job roles are automatically able to invite suppliers with their parent contacts:
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT) 

• Supplier users who are assigned the following predefined job role are automatically able to respond to their child subsidiaries’ negotiations:
  • Supplier Bidder (ORA_PON_SUPPLIER_BIDDER_ABSTRACT)

Identify if a Supplier Contact Has an Active User Account

You can now identify the supplier contacts that have an active user account when adding suppliers to the negotiation. This way, you can ensure that the invitation is sent to contacts who have access to supplier portal to create and submit their responses.

Negotiation owner invites supplier contact with an active user account

Negotiation owner searches for an active supplier contact

Ensure that you reach the right person at the supplier company who can access supplier portal to respond to the negotiation.

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 own configured job roles.

• Users who are assigned any of these predefined job roles can access this feature:
  • Category Manager (ORA_PON_CATEGORY_MANAGER_JOB)
  • Sourcing Project Collaborator (ORA_PON_SOURCING_PROJECT_COLLABORATOR_ABSTRACT)

• Users who are assigned a configured job role that contains these privileges can access this feature:
  • Manage Negotiation Supplier Invitation (PON_MANAGE_NEGOTIATION_SUPPLIER_INVITATION_PRIV)
  • Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
  • Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)

Use DataFox Supplier Intelligence in Supplier Research

Get visibility to supplier risk information easily when qualifying or negotiating with suppliers. The DataFox Supplier Intelligence score and signals are readily available on the research suppliers and supplier detail page. This feature will allow category managers and supplier qualification managers to evaluate existing suppliers for a strategic alliance, assess risk, and facilitate informed decision-making.

 Research Suppliers

In the supplier detail page you can click on the View Signals link to view detailed signal intelligence and score breakdown.

Supplier Detail

You can use DataFox intelligence to understand supplier risk when inviting, awarding, and qualifying suppliers

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 this feature, you must opt into the feature Manage Supplier Risk with DataFox Supplier Intelligence under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Key Resources

• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence feature.

Role And Privileges

• To use this feature, a category manager will require additional role or privilege to access supplier risk data such as score and signals.
  • Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
  • View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege, which is included in the Supplier Intelligence role

Selected Sourcing Bug Fixes in This Update

This update includes a bug fix that can change the way Oracle Fusion Cloud Sourcing works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Changes to Large Text Content in Amendments and New Rounds

If the cover page or instruction text content is too large, any changes won't be displayed in the Acknowledge Amendments and Review Round Changes pages. This is to ensure that the page displays without timing out when comparing documents. When this occurs, a message is displayed instructing the user to open the original and new versions to manually compare them for changes.

This applies to large rich text included in these negotiation pages:

• Cover page
• Overview page: Introduction
• Requirements page: Instructions
• Lines page: Instructions

Oracle reference: 33223605

Steps to Enable

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

Supplier Qualification Management

Filter Questions with Critical Responses

During qualification evaluation, you can filter questions to quickly review where the responder provided responses that are considered critical. This focuses attention on certain responses that warrant special consideration during scoring, or that might require specific follow-up actions. As an evaluator, you can save significant time focusing on key responses while passing over the typical ones. To set it up, you can mark critical response choices when defining your questions.

On the question definition, once you mark a question as critical, you have the option to mark a response as critical in the acceptable responses table.

Create Question

During evaluation, you can use the View Critical Questions button to filter and display critical questions only.

Evaluate Qualification

Critical responses are highlighted with an icon next to the response.

View Critical Questions and Responses

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 any of these predefined job roles can access this feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY) 

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Edit Supplier Qualification Question (POQ_EDIT_SUPPLIER_QUALIFICATION_QUESTION_PRIV) 
  • Evaluate Supplier Qualification (POQ_EVALUATE_SUPPLIER_QUALIFICATION_PRIV) 
  • View Supplier Qualification (POQ_VIEW_SUPPLIER_QUALIFICATION_PRIV)

Generate Reports on Descriptive Flexfields in Supplier Qualification Management

Generate reports to analyze descriptive flexfield data on supplier qualifications, assessments, and initiatives using Oracle Fusion Cloud Transactional Business Intelligence (OTBI). Capturing additional data on supplier qualification objects is often used to drive downstream processes. Having this information available in OTBI will give you better visibility and insights into managing your supplier relationships.

You can find the descriptive flexfields under the Supplier Qualification – Qualifications and Assessments Real Time subject area, in these OTBI folders:

• Qualification flexfields: Qualifications and Assessments Real Time > Qualifications > Qualification Detail
• Assessments flexfields: Qualifications and Assessments Real Time > Assessments > Assessment Detail
• Initiative flexfields: Qualifications and Assessments Real Time > Initiative Detail

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 this predefined job role can access this feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Supplier Qualification Analysis Duty (FBI_SUPPLIER_QUALIFICATION_ ANALYSIS_DUTY)

Use DataFox Supplier Intelligence Risk Indicator Score in Qualifications

Map a question to the DataFox Supplier Intelligence risk indicator score and leverage it to evaluate suppliers in your qualifications and assessments. These scores are computed using configurable scoring criteria that can be chosen from a broad range of firmographic data and signals.

As is supported for many other supplier profile attributes, you can automatically pull in the value of the risk indicator score as a question response for your risk management qualification areas. This allows you to perform an overall supplier risk evaluation by combining the score with other risk related questions.

Qualification Using DataFox Supplier Intelligence Risk Indicator Score

Watch a Demo.

Steps to Enable

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

Offering: Procurement

To enable this feature, you must opt in to the feature Manage Supplier Risk with DataFox Supplier Intelligence under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

After you opt in, perform these steps:

1. Create a question with automatic responder type and map it to the supplier profile attribute, DataFox Intelligence Score.  

   Question Mapped to DataFox Supplier Intelligence Score

2. Include the DataFox Intelligence Score question in a qualification area.

Tips And Considerations

• The DataFox Intelligence Score used in the qualification is obtained from the supplier profile. To ensure up-to-date qualification outcomes the supplier master’s DataFox firmographic and intelligence information should be set to refresh regularly.

• Since the question is defined as automatic responder type, the response to the DataFox Intelligence Score question will only be retrieved from the supplier profile. This question won’t be sent out in any supplier questionnaire.

• Configuring the qualification for automatic requalification on new response will automatically requalify the supplier when there’s a change in the DataFox Intelligence Score.

• Setting up the qualification area outcome notification will alert the qualification owner when the qualification is requalified and automatically evaluated due to a score change.

Key Resources

• Watch the Use DataFox Supplier Intelligence Risk Indicator Score in Qualifications Demo.
• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence 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 this predefined job role can access the feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION)

• Users who are assigned a configured job role that contains these privileges can access this feature:
  • Create Supplier Qualification Initiative (POQ_CREATE_SUPPLIER_QUALIFICATION_INITIATIVE)
  • Evaluate Supplier Qualification (POQ_EVALUATE_SUPPLIER_QUALIFICATION)

To set up this feature, here's what you need.

• Predefined job role name and code:  
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION)
  • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB)

• Privilege name and code for configured job roles:
  • Edit Supplier Qualification Question (POQ_EDIT_SUPPLIER_QUALIFICATION_QUESTION)
  • Edit Supplier Qualification Area (POQ_EDIT_SUPPLIER_QUALIFICATION_AREA)

Use DataFox Supplier Intelligence in Supplier Research

Accessing up-to-date supplier risk information is critical in various stages of supplier negotiation and qualification during a procurement life cycle. The DataFox Supplier Intelligence score and signals are readily available on the research suppliers and supplier detail page. This feature will allow category managers and supplier qualification managers to evaluate existing suppliers for a strategic alliance, assess risk, and facilitate informed decision-making.

Research Suppliers

In the supplier detail page you can click on the View Signals link to view detailed signal intelligence and score breakdown.

Supplier Detail

You can use DataFox intelligence to understand supplier risk when inviting, awarding, and qualifying suppliers.

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 this feature, you must opt in to the Manage Supplier Risk with DataFox Supplier Intelligence feature under Suppliers and perform all the setup steps. If you previously opted in to the feature and completed the setup, this feature is automatically enabled.

Key Resources

• Refer to the What's New and Readiness Training for the Manage Supplier Risk with DataFox Supplier Intelligence feature.

Role And Privileges

Users who are assigned one of the following can access supplier intelligence data such as score and signals:

• Supplier Intelligence (ORA_POZ_SUPPLIER_INTELLIGENCE_DISCRETIONARY) discretionary role, or
• View Supplier Intelligence (POZ_VIEW_SUPPLIER_INTELLIGENCE_PRIV) privilege

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.

Automatically Send Survey Questionnaire Reminders and Close Response Period

Many organizations have a business objective to periodically survey internal stakeholders to gather information on supplier performance. When questionnaires are sent for feedback, they may not receive timely attention from responders. To help you manage the process more efficiently, you can now send automatic reminders on a predefined schedule to those who haven't responded. In some cases, even with reminders, a 100% response rate may not be achieved. You can now close your surveys automatically when the close date is reached, or when a response threshold is met. These flexible controls help you streamline the survey process and evaluate survey qualifications faster.

To enable automatic reminders, first set a response due date then you can schedule up to three automatic reminders for responders. The first two reminders can be sent on or before the due date and the final reminder can be sent past the due date.  To automatically close survey questionnaires, set a close date when questionnaires are closed for all suppliers, or set a close threshold to close questionnaires for a supplier when a certain percentage of responses are received for that supplier.  You can set a close date and close threshold together and the questionnaires are closed automatically when either condition happens first. These automatic reminders and close parameters are optional.

Let's take an example, you may want to launch an initiative on October 15 with a due date of October 31. This will communicate the survey questionnaire response is due October 31. You can set up three automatic reminders, 7 days prior to the due date, 2 days prior to the due date, and 3 days after the due date. You can set the survey questionnaires for a supplier to close automatically when 80% of responses are in, or automatically close questionnaires for all suppliers on November 5 -- whichever of those conditions happen first, after the due date.

Create Initiative

After the initiative is launched, if you would like to give responders more time, you can also extend the close date to a later date from the Monitor Initiative page.

Monitor Initiative

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 to the update 21C feature, Conduct Internal Surveys for Supplier Qualification.

In addition, in the Scheduled Processes work area, schedule the ESS automated task, Perform Automated Tasks for Supplier Qualifications, to run every day. This automated task will send response reminder notifications and close questionnaires according to the parameters set on the initiatives.

Tips And Considerations

• When you duplicate an initiative, the values for reminders and close threshold will be copied onto the new initiative, but the close date won't be copied.
• There are existing actions to manually send out reminders, close questionnaires for a supplier, and close all questionnaires from the Monitor Initiative page.

Key Resources

• Refer to the What's New and Readiness Training for the Conduct Internal Surveys for Supplier Qualification feature.

Role And Privileges

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

• Users assigned this predefined job role can access this feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)

• Users assigned a configured job role that contains this privilege can set response reminders, close date, and close threshold:
  • Create Supplier Qualification Initiative (POQ_CREATE_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV)

• Users assigned a configured job role that contains this privilege can extend the close date:
  • Close Supplier Qualification Questionnaire for Response (POQ_CLOSE_SUPP_QUAL_QUESTIONNAIRE_FOR_RESPONSE_PRIV)

To access the setup task for this feature:

• Users assigned this predefined job role can schedule the ESS job, Perform Automated Tasks for Supplier Qualifications:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)

• Users assigned a configured job role that contains this privilege can schedule the ESS job, Perform Automated Tasks for Supplier Qualifications:
  • Perform Supplier Qualification Automated Tasks (POQ_PERFORM_SUPPLIER_QUALIFICATION_AUTOMATED_TASKS)

Generate Reports on Survey Qualifications and Responses

Generate reports to analyze survey qualifications and response details using Oracle Fusion Cloud Transactional Business Intelligence (OTBI). You can now analyze survey qualification and response data from your internal surveys to monitor business objectives and help improve supplier performance.

The survey responses are now available in these subject areas and folders:

• Qualifications and Assessments Real Time:
  • Folders containing survey aggregate responses:
    • Qualifications > Qualification Responses > Qualification Response
    • Qualifications > Qualification Responses > Qualification Response Detail
    • Qualifications > Qualification Responses > Qualification Response Values > Qualification Response Value Detail
  • Folders containing individual survey responses:
    • Qualifications > Qualification Responses > Qualification Survey Response
    • Qualifications > Qualification Responses > Qualification Survey Response Detail
    • Qualifications > Qualification Responses > Qualification Survey Response Value Detail

• Question Responses Real Time:
  • Folders containing individual survey responses:
    • Question Survey Response
    • Question Survey Response Detail
    • Question Survey Response Value Detail

In this example, the Qualifications and Assessments Real Time subject area is used to analyze individual responses with the aggregate response for each survey qualification question by displaying them side-by-side on the report.

Qualifications and Assessments Real Time Subject Area - Folders Containing Aggregate Responses and Individual Responses for Qualification Surveys

   

Sample Report for Qualification’s Aggregate Responses and Individual Survey Responses

                    

In the next example, the Question Responses Real Time subject area is used to analyze a survey question’s individual responses over time.

Question Responses Real Time Subject Area - Folders Containing Individual Survey Responses

Sample Report for Survey Question Responses Over Time

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 this feature, you must opt in to the Conduct Internal Surveys for Supplier Qualification feature. If you previously opted in to the feature, this feature is automatically enabled.

Tips And Considerations

In the Qualifications and Assessments Real Time subject area, the qualification’s survey responses report only lists the first level survey responses. You can view responses to the branching questions in the Question Responses Real Time subject area.

Key Resources

• Refer to the What's New and Readiness Training for the Conduct Internal Surveys for Supplier Qualification 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 this predefined job role can access this feature:
  • Supplier Qualification (ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY)

• Users who are assigned a configured job role that contains these duties can access this feature:
  • Supplier Qualification Analysis (FBI_SUPPLIER_QUALIFICATION_ANALYSIS_DUTY)
  • Supplier Question and Responses Analysis (FBI_SUPPLIER_QUESTION_RESPONSES_ANALYSIS_DUTY)

Spend Classification

Improvements to Knowledge Base Management

The Create Knowledge Base and Improve Knowledge Base menu options have been moved from the Data Sets tab to the Knowledge Base tab.

Now, a more focused and refined list of Data Set values is provided for selection by only showing data sets with the purpose of training or unused, thereby reducing unwanted values and avoiding incorrect selections.

The Improve Knowledge Base feature allows an existing knowledge base to be completely rebuilt to improve the accuracy of category predictions. This process has now been improved by enabling the original data sets used during knowledge base creation to be preselected in the list of values. This eliminates the need to search and reselect from the full list of data sets.

Create Knowledge Base

Steps to Enable

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

Key Resources

• Watch Improvements to Knowledge Base Management Readiness Training.
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role And Privileges

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, depending on whether you're assigning them predefined job roles or your own configured job roles.
  • Users who are assigned this predefined job role can access this feature:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Automate the Classification Process

‘Start Spend Classification’ is a process that is now available to initiate spend classification on a scheduled basis. The scheduled process parameters offer the same specifications as the Classify action available under the Configuration tab within the application, allowing time and frequency to be defined.

From and until dates can be specified to filter the transactions that you wish to classify, and you also have an option to apply rules for classification, similar to what is available in the spend classification user interface.

If the number of transactions available for classification is greater than 100,000, then multiple batches will be created automatically to accommodate all the transactions, eliminating the need for manual creation of multiple batches.

Start Spend Classification Process

Steps to Enable

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

Key Resources

• Watch Import Purchasing Taxonomy, Classify Expenses and Automate Classification Readiness Training.
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role And Privileges

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, depending on whether you're assigning them predefined job roles or your own configured job roles.
  • Users who are assigned this predefined job role can access this feature:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Define and Use Additional Data Elements in the Classification Process

To accommodate the unique aspects of your organization’s business and process flows, you can now configure up to 20 additional attributes to be included in the data sets used for classification to help improve performance. In addition, there is now an option to exclude any of the standard data fields used during classification, in case any of these attributes are interfering with classification results.

For example, you might want to bring in attributes such as manufacturer name or supplier part number to help you prepare quality training data, and eventually use the information from these additional attributes to influence your classification results.

This feature includes the following enhancements:

• New configuration tab 'Attributes'
  • Contains additional classification attribute containers that can be enabled and mapped to existing fields in Oracle Fusion
  • Gives the option to exclude any of the existing data fields from being used for classification

• Improvements to download data sets
  • The data set spreadsheet available for download now includes the data for any additional classification attributes that are marked to be used for classification

• Improvements to batch download
  • The batch results spreadsheet available for download now includes the data for all additional classification attributes that are marked to be used for classification

• Improvements to Upload Data Set (FBDI)
  • File-Based Data Import (FBDI) used for creating data sets is enhanced to include 20 additional classification attributes in the template and upload program
  • Data set import also supports data from external systems, and now includes the option to upload values for the additional 20 classification attributes

• Improvements to sample training set creation
• • The sampling wizard used to prepare sample training set data will now consider data values for any of the additional classification attributes marked for use in classification when extracting and preparing training set data

Attributes

The new Attributes tab in Configuration contains the list of all the standard attributes that are extracted for different data sets. Along with these standard attributes, 20 additional attributes per data set are also available to you for influencing classification results.

Here’s how you use the additional attributes

1. For an attribute, map the source table and columns that you want to be extracted for transactions within a data set
2. If you decide to use this attribute for classification, select Yes in its Use for Classification drop down
3. Prepare the training data including the additional attributes
   • Create a sample training set to extract values for these new attributes for the data set. Note that you should use a smaller sample volume percentage when a data set is significant in size.
   • Download the sample training set
   • Manually assign the correct category to each spend record in one of the auto code columns, based on the taxonomy you are using
   • Save the data set with a different name
   • Upload the data set
4. Create the knowledge base using this training data set
5. Start classifying the data
6. Review results in the batches, and correct manually if required

To summarize, use additional attributes to

• Improve classification results using data elements relevant to your business
• Bring in additional data to help prepare better training data
• Extend classification and adapt it to ensure quality results

Watch a Demo.

Steps to Enable

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

Tips And Considerations

1. Recreate the knowledge base after attribute mapping is changed. A Knowledge base created before the mapping was changed will not have the learning from the additional classification attributes.
2. Use existing training data to help tag the correct categories to the sample training set.
3. Disable a standard attribute with caution as it may lead to unexpected classification results.
4. Disabling the standard attributes does not affect the existing knowledge base. However, improving them changes the knowledge base.

Key Resources

• Watch Define and Use Additional Data Elements in the Classification Process Readiness Training.
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role And Privileges

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, depending on whether you're assigning them predefined job roles or your own configured job roles.
  • Users who are assigned this predefined job role can access this feature:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Add Your Organization’s Expenses As a New Data Set and Classify It into Logical Categories

Expenses processed in Oracle Financials Cloud are now available as a default data set in Oracle Spend Classification Cloud. The Expenses data set can be organized with the same process used for requisitions, purchase orders, and invoices. Use up to five taxonomies to add or correct the existing category assignment for each expense item.

Spend Classification Data Sets

With this feature, all expense transactions entered by end users are immediately available for classification. You can classify expense items as frequently as required, and don’t need to go through the process of extracting them from Oracle Financials Cloud and uploading them in Oracle Spend Classification.

Steps to Enable

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

Key Resources

• Watch Import Purchasing Taxonomy, Classify Expenses and Automate Classification Readiness Training.
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role And Privileges

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, depending on whether you're assigning them predefined job roles or your own configured job roles.
  • Users who are assigned this predefined job role can access this feature:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Automate the Extraction of Purchasing Categories from Oracle Procurement Cloud

The process to import purchasing categories defined is now simplified. Submit the scheduled process 'Import Purchasing Categories into Spend Classification' to automatically import purchasing categories into Oracle Spend Classification Cloud. You also have the option to modify the category definitions based on your classification reporting requirements.

To modify the categories once they are imported from Procurement Cloud

1. Download the categories in a spreadsheet, make the required changes, and save the file.
2. Click on download categories in Spend Classification > Configuration > Taxonomies and delete the categories from purchasing taxonomy.
3. Upload the modified purchasing taxonomy file.

Now the purchasing taxonomy is ready, and you can use it provide training and create the knowledge base. While your business stakeholders finalize the taxonomy values, you can start preparing and prototyping the training of knowledge base.

Import Purchasing Categories into Spend Classification

The benefit of extracting purchasing categories into spend classification is that it saves time because you don’t need to manually download or extract the purchasing categories. And it creates the taxonomy in a format that can be downloaded and modified within spend classification.

Steps to Enable

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

Key Resources

• Watch Import Purchasing Taxonomy, Classify Expenses and Automate Classification Readiness Training.
• Refer to the Spend Classification chapter in Oracle Procurement Cloud documentation, available in the Oracle Help Center.

Role And Privileges

• This feature is available without additional setup to users who have access to spend classification.

• You have a couple of options for giving people access to Spend Classification, depending on whether you're assigning them predefined job roles or your own configured job roles.
  • Users who are assigned this predefined job role can access this feature:
    • Procurement Data Analyst (ORA_POI_PROCUREMENT_DATA_ANALYST_ABSTRACT)
  • Users who are assigned a configured job role that contains these privileges can access this feature:
    • Administer Spend Classification Application (POI_ADMINISTER_SPEND_CLASSIFICATION_PRIV)
    • Manage Spend Classification Batch (POI_MANAGE_SPEND_CLASSIFICATION_BATCH_PRIV)
    • View Spend Classification Work Area (POI_SPEND_CLASSIFICATION_WORKAREA_PRIV)

Procurement Contracts

Show Variable Values in Supplier and Customer Contract Deviation Reports

You can view system and user variable values in the Supplier Contract and Customer Contract deviation reports instead of variable names. These reports are available from the Review Contract Deviations UI. The variable values are also displayed in the Compare Clause and Clause Text pop-up windows in this UI.

The improved readability of system and user variables values help contract administrators and approvers review and analyze contract deviations more easily.

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

Print Custom Object Attributes in Contract Deviation Reports

Details of custom child and related objects for contracts defined in Application Composer are available in the downloaded deviation data model XML file. Using these details, you can configure the Supplier Contract and Customer Contract deviation summary reports in Oracle Business Intelligence Publisher. When you download these reports, you can view the attribute values of custom child and related objects of the contract.

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

Adding attributes of custom child and related objects of a contract provides the approver with a more comprehensive deviation report, so they are better informed when making a decision to approve or reject the contract.

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

Automatically Send Contracts for Signature in DocuSign

Automatically send contracts for signature in DocuSign by setting the attribute AutoSendForSignature to Y when creating or updating them using SOAP or REST web services. Any value in this attribute is ignored if the contract being created or updated isn't enabled for electronic signature.

When you run the Track Electronic Signature Status scheduled process, any contracts in the Pending signature status are automatically sent to DocuSign for signing, up to the maximum threshold defined in the Send for Signature Maximum parameter. The process doesn't send contracts for signature that don't have any associated contract documents ready for signing.

You can submit eligible contracts for signing using web services to avoid taking the extra step to sign using the application UI.

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.

Edit Contract Documents in Microsoft Word with Content Control Boxes Hidden

When you download a contract in Microsoft Word .docx format, you can enter contract text anywhere in the document without being restricted by content control boxes. Content control boxes are displayed only for system and user variables. Any text you modify or add to the various parts of the document is interpreted appropriately as section or clause titles, or clause text when the contract is uploaded to the application. If a clause title is added without any clause text, then the clause title is ignored in the uploaded contract document.

Content control boxes are no longer displayed in contract documents to improve the user experience.

Steps to Enable

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

Key Resources

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

Improve Visibility of Pending Variables in Contract Expert

After the Contract Expert process completes, a message prompts you to enter the values for the pending variables. The View field in the Edit Variable Values page is set to Pending variables by default to focus on those variables that don't contain values. In addition, you can view the Display Title and Number columns in the Contract Expert: Review Suggested Clauses train stop. If Contract Expert suggests multiple clauses, you can use a single checkbox to select or deselect all clauses at a time with one click.

Select or Deselect All Checkbox in Review Suggested Clauses UI

Pending Variable Message

This feature reminds the user to enter the values for the pending variables.

Steps to Enable

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

Key Resources

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

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 Programs Through Supplier Portal

Invite suppliers to securely create and offer programs directly through the Supplier Portal. Suppliers can search, view, create, and update programs. A supplier creates their program in a draft status, which is then reviewed and approved by the supplier channel manager prior to program activation.

For wholesalers and distributors this self service capability reduces and shares the administrative load of managing programs with their suppliers.

Supplier Portal

The benefits of this feature provide:

• Stronger supplier relationships.
• Improved communications of supplier incentives via a shared definition of a program.
• Expanding self service to almost any supplier in an intuitive, browser-based solution for broad supplier adoption.

Watch a Demo.

Steps to Enable

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

Offering: Order Management

If you haven't yet opted in to the Supplier Channel Management feature, then you can opt in to the feature in one of two ways:

• In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.

• Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.

After you opt in, perform these steps:

1. Provision access to Supplier Portal for supplier.
2. Distributor must configure applicable Program Types.
3. Distributor should specify the Default Program Owner in the Supplier Trade Profile.
4. The supplier item must be set up using the Trading Partner Item page in the Product Information Management work area.

Tips And Considerations

Program Status Transitions with Supplier Portal

Key Resources

• Watch Supplier Channel Management Continuous Improvement Readiness Training
• 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

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 can access this feature:
  • Supplier Sales Representative (ORA_POS_SUPPLIER_SALES_REPRESENTATIVE_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Supplier Programs in Supplier Portal (CJM_MANAGE_SUPPLIER_PROGRAMS_IN_PORTAL_PRIV): this privilege is new in this update

Capture Notes and Attachments for Supplier Claims

Add notes and attachments to supplier claims to capture additional information about the claim.

The benefit of this feature helps to justify a resolution during approvals and audit.

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

If you haven't yet opted in to the Supplier Channel Management feature, then you can opt in to the feature in one of two ways:

• In the Order Management offering, enable the Channel Revenue Management functional area. Then opt in to the Supplier Channel Management feature.

• Alternatively, in the Procurement offering, enable the Purchasing > Supplier Incentives functional area. Then opt in to the feature Supplier Channel Management feature.

Key Resources

• Watch Supplier Channel Management Continuous Improvement Readiness Training.
• 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

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 can access this feature:
  • Supplier Channel Manager (ORA_CJM_SUPPLIER_CHANNEL_MANAGER_JOB)

• Users who are assigned a configured job role that contains this privilege can access this feature:
  • Manage Supplier Claims (CJM_MANAGE_SUPPLIER_CLAIMS_PRIV)

IMPORTANT Actions and Considerations

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

Changes to Opt-In Feature Expiration

• The Sourcing feature named Configure Negotiation Award Approval Notification with Business Intelligence Publisher was originally delivered in update 21C as an opt-in feature, and as of update 22A, it will be automatically available and will no longer require opt in to enable. Starting in this update (22A), the title and email subject of the standard notification will change as shown in this example: Approve Award for RFP 235 (Office Supplies).

• The Supplier Model feature named Validate Tax Registration Number Format in Supplier Registration was originally delivered in update 20A as an opt-in feature, and as of update 22C, it will be automatically available and will no longer require opt in to enable. This advance notice of upcoming opt-in expiration will help you plan for these changes.

NOTE: If you've already enabled these features, then you don't need to take any action.