What's New

Update 24B

Revision History

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

Overview

HAVE AN IDEA?

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Optional Uptake of New Features (Opt In)

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

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

Here’s how you opt in to new features:

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

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

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

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

Opt In Expiration

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

Feature Summary

Supply Chain Orchestration

Use Redesigned Pages to View Supply Requests

Use redesigned pages to view supply requests and their details on your desktop, tablet, or mobile device. You can now use the supply request reference, supply order, supply document, or item to search for your supply requests. Create and save your own default searches. Filter search results according to the supply's requested date, requested delivery date, request status, and so on. View recommended actions that you need to take to remove exceptions. View the supply documents that Oracle Supply Chain Orchestration created for each request. View details about request lines and take actions.

To use this feature, go to the Supply Orchestration work area, click Tasks > Supply Requests, then search for your supply request.

Improve your efficiency when you search for and view supply requests.

Steps to Enable

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

Offering: Manufacturing and Supply Chain Materials Management

Tips And Considerations

Use these attributes to search for your supply requests:

• Supply Request Reference
• Supply Order
• Supply Document
• Item

Use these attributes to filter your search results:

• Supply Requested Date
• Requested Delivery Date
• Supply Status
• Supply Type
• Business Flow

Do more:

• View details about the supply documents for each supply request.
• Create and save your own search. Make that search your default search.
• Drill into into the supply request to get details about the supply request and any exception messages that might exist.
• If a supply request is in exception, then you can view a recommended action to fix it.
• Do various actions on each supply request.

Key Resources

• See Using Supply Chain Orchestration and Supply Chain Orchestration on Oracle Help Center.

Access Requirements

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:
  • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)

• Users who are assigned a configured job role that contains these privileges can access this feature:
  • Process Supply Order Interface (DOS_PROCESS_SUPPLY_ORDER_INTERFACE_PRIV)
  • View Supply Orders (DOS_VIEW_SUPPLY_ORDERS_PRIV)
  • Manage Supply Request Exceptions (DOS_MANAGE_SUPPLY_REQUEST_EXCEPTIONS_PRIV)
  • View Supply Order Exceptions and Status (DOS_VIEW_SUPPLY_ORDER_EXCEPTIONS_AND_STATUS_PRIV)

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

Collaboration Messaging Framework

Streamline Your B2B Setup for the Avalara and TIE Kinetix Service Providers

The process for B2B setup has been streamlined for the Avalara and TIE Kinetix predefined service providers. If you are subscribed to their services, you can connect with your trading partners and exchange messages with greater ease.

The endpoints for these service providers are predefined, and a new simplified process is provided to streamline the B2B setup in the Collaboration Messaging work area.

Steps to Enable

At a high level, to set up these service providers:

1. Configure the service providers to exchange messages with your trading partners.
2. Create trading partners.
3. Associate the trading partners with your customers or suppliers and select the documents you want to exchange.

These steps are detailed in the Configuring and Managing B2B Messaging for Oracle Fusion Cloud SCM guide.

Configure the Predefined Service Providers Avalara or TIE Kinetix to Exchange Messages with Your Trading Partners.

1. Select Manage Collaboration Messaging Service Providers from the Tasks panel tab, search for either Avalara or TIE Kinetix and select Actions > Edit.

The overview tab displays the following details about the service provider:

• Connection type that is configured, Test or Production.
• A check box to indicate whether credentials are configured or not.
• The number of trading partners configured for the service provider.
• The number of trading partners with override message definitions.
• The number of customers that are setup with the service provider.

Service Provider Overview for TIE Kinetix

2. Select Actions > Manage Delivery Settings to configure the settings for outbound message delivery.

• • Select Test or Production in the Outbound Delivery Connection Type drop-down to reflect the environment you're setting up.

• • Enter the username and password provided by Avalara or TIE Kinetix for sending messages to their network in the Service Provider User Name and Password fields.

Manage Delivery Settings

3. Select the Outbound Message Setup tab to activate the outbound messages:

The outbound messages available for Avalara are:

• Invoice

The outbound messages available for TIE Kinetix are:

• Invoice
• Purchase Order
• Change Purchase Order

Avalara– Outbound Message Setup

4. Select the Inbound Message Setup tab to activate the inbound purchase order.

The inbound messages available for Avalara are:

• Acknowledge Invoice
• Invoice

The inbound messages available for TIE Kinetix are:

• Acknowledge Invoice
• Acknowledge Purchase Order
• Invoice
• Shipment

Avalara- Inbound Message Setup

Create Trading Partners

After completing the service provider setup, create your trading partners.

1. Select Manage B2B Trading Partners on the Tasks panel tab.
2. On the Manage B2B Trading Partners page, select Actions > Create, and add your trading partners.
3. Select Avalara or TIE Kinetix as the service provider you're using.

Create a Trading Partner

Associate Trading Partners with Your Customers

Next, associate the trading partners with your customers and select the documents you plan to exchange.

1. Select Manage Customer Account Collaboration Configuration on the Tasks panel tab, and search for your customers.

2. Select a customer and then select Edit Collaboration Configuration.

3. In the Associated Service Providers section of the Edit Customer Account Collaboration Configuration page, select Actions > Add Row to add a trading partner and the service provider.

4. In the Collaboration Documents for Service Provider section, select Actions > Add Row, add the documents you want to exchange and set their Association Status to Enabled.

Both the Avalara and TIE Kinetix service providers have the following documents available:

• Invoice Acknowledgement Inbound
• Invoice Outbound

Customer Account Collaboration Configuration

Associate Trading Partners with Your Suppliers

1. Select Manage Supplier B2B Configuration on the Tasks panel tab, and search for your suppliers.

2. Select a supplier and then select Edit Supplier B2B Configuration.

3. On the Edit Supplier B2B Configuration page, select the Trading Partner Assignment tab and click Actions > Add Row to add a trading partner and either the Avalara or TIE Kinetix service provider.

The Avalara service provider has the following document available for setup:

• Invoice - Inbound

The TIE Kinetix service provider has the following documents available for setup.

• Advance Ship Notice – Inbound
• Purchase Order Acknowledgement – Inbound
• Invoice – Inbound
• Purchase Order – Outbound
• Purchase Order Change – Outbound

Document Setup for Supplier Sites

Tips And Considerations

If you used TIE Kinetix services prior to this release, you’ll notice that your message definition names are now prefixed with 'TIEKinetix_'.  You can select TIE Kinetix from the list of service providers in the Manage Collaboration Message Definitions task to search for your message definitions.

Key Resources

• Refer to the Configuring and Managing B2B Messaging for Oracle Fusion Cloud SCM guide on the Oracle Help Center.

Access Requirements

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

• Manage B2B Customer Trading Partners (CMK_B2B_CUSTOMER_TRADING_PARTNERS_PRIV)
• Manage Customer Account Collaboration Configuration (CMK_B2B_CUSTOMER_ACCOUNT_TRADING_PARTNERS_PRIV)
• Manage B2B Trading Partners (CMK_B2B_TRADING_PARTNERS_PRIV)
• Manage Service Provider (CMK_MANAGE_SERVICE_PROVIDER_PRIV)

These privileges were available prior to this update.

Transmit a Purchase Order as a PDF File

You can use the Transmit the PO PDF as an unzipped file when it’s the only attachment check box to send a PO as an uncompressed PDF file by email to your suppliers. This option is applicable when the PO is the only attachment available for the message.

This feature makes it easier for smaller suppliers who don’t have automated systems to read the POs they receive.

Steps to Enable

The email delivery method may be configured for a service provider or a trading partner to transmit the PO PDF as an unzipped file. To enable this option,

1. Select Manage Collaboration Messaging Service Providers from the Tasks panel tab, and search for the service provider you're using to deliver your B2B messages. If you don’t use a service provider for sending and receiving messages, select Manage B2B Trading Partners from the Tasks panel.

2. Select the Delivery Methods tab, and on the email delivery method, select the Transmit the PO PDF as an unzipped file when it’s the only attachment check box.

Transmit the PO PDF as an Unzipped File When It’s the Only Attachment on the Delivery Methods Tab

3. Select Save and Close.

Tips And Considerations

The PO PDF is sent as an uncompressed file if it's the only attachment for the message. If there are additional attachments, all attachments including the PO PDF will be compressed and sent as a ZIP file. If your suppliers can’t receive a ZIP file, you can use the File Extension field on the email delivery method to set the extension of the file that is sent by email.

Key Resources

• Refer to the Configuring and Managing B2B Messaging for Oracle Fusion Cloud SCM guide on the Oracle Help Center.

Access Requirements

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

• Manage B2B Trading Partners (CMK_B2B_TRADING_PARTNERS_PRIV)
• Manage Service Provider (CMK_MANAGE_SERVICE_PROVIDER_PRIV)

These privileges were available prior to this update.

Procurement Common

Common Procurement

Integrate and Extend Procurement Using REST Resources

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

New REST resources introduced in this update are:

• Purchase Agreements
• Purchase Agreement Lines
• Purchase Agreement Import Requests
• Purchasing Document Import Errors
• Special Handling Types

The following REST resources were previously available, and have been updated:

• Requisition Lifecycle Details

  • The following child resources have been added to this resource. Currently, GET is the only operation that is supported:
    • Shipments
    • Receipts
    • Invoices
    • Order Summary Attributes
    • Related Documents (Child of Order Summary Attributes)
    • Requisition History Details
    • Purchase Order History Details
    • Transfer Order History Details

• Purchase Requisitions

  • GET, POST, PATCH, and SUBMIT are supported for the Special Handling attributes.

• Content Zones

  • GET, POST, PATCH and DELETE are supported for the Deliver-to Location security dimension.
  • A new finder, Find Content Zones, has been provided to search content zones using different criteria.
  • GET and DELETE on the Security Assignments child resource are enhanced to support Deliver-to Location assignments.

• Draft Purchase Orders

  • GET, POST, and PATCH are supported for additional contact email.

• Purchase Orders

  • GET is supported for additional contact email.

• Supplier Negotiations

  • POST is supported to add and invite additional suppliers in active negotiations.

  • Unlock and Unseal custom actions are supported to unlock and unseal supplier responses in sealed negotiations. The actions also support unlocking technical and commercial evaluation stages in a two-stage RFQ.

You can use these new and modified REST resources 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 to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are 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 Fusion Cloud Procurement documentation, available on the Oracle Help Center.

Access Requirements

Refer to the Privileges section in the REST API for Oracle Fusion Cloud Procurement documentation, available on the Oracle Help Center.

Procurement

Procurement Checklists

Generate Reports on Compliance Checklists Using OTBI

Generate reports and inquiries on compliance checklists associated with purchasing documents using OTBI. You can create a report using these checklist attributes:

• Checklist Title
• Checklist Number
• Checklist Status
• Checklist Owner

The checklist attributes are available under the new Checklist folder in these subject areas:

• Procurement - Purchasing Real Time
• Procurement - Purchasing Agreements Real Time
• Procurement - Pending Change Orders Real Time
• Procurement - Implemented Change Orders Real Time

This screen capture illustrates the feature:

OTBI Report Using Checklist Attributes

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 Create Compliance Checklists for Purchasing Documents feature. If you previously opted in to the Create Compliance Checklists for Purchasing Documents feature, then this feature is automatically enabled.

Access Requirements

Users who are assigned a configured job role that contains this duty role can access the Procurement - Purchasing Agreements Real-Time subject area:

• Agreement Transaction Analysis Duty (FBI_AGREEMENT_TRANSACTION_ANALYSIS_DUTY)

Users who are assigned a configured job role that contains this duty role can access the Procurement - Purchasing Real-Time subject area:

• Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Users who are assigned a configured job role that contains this duty role can access the Procurement - Pending Change Orders Real Time subject area:

• Pending Change Order Transaction Analysis Duty (FBI_PENDING_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Users who are assigned a configured job role that contains this duty role can access the Procurement - Implemented Change Orders Real Time subject area:

• Implemented Change Order Transaction Analysis Duty (FBI_IMPLEMENTED_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY)

These duties were available prior to this update.

View Compliance Checklists Using a Deep Link

As a procurement agent, you can now view compliance checklists using a deep link.

Using the feature, you can drill down to the checklist from Oracle Analytics Publisher reports or external applications.

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 Create Compliance Checklists for Purchasing Documents feature. If you previously opted in, then this feature is automatically available.

Key Resources

• To know more about Compliance checklists, refer to the Create Compliance Checklists for Purchasing Document feature, available in Oracle Fusion Cloud Procurement What's New, update 24A.

Access Requirements

Users who are assigned a job role that contains this privilege can access the deep link:

• View Compliance Checklist (PO_VIEW_COMPLIANCE_CHECKLIST _PRIV)

This privilege was available prior to this update.

Create Compliance Checklists with Prepopulated Values for Procurement BU and Owner

Save time creating a compliance checklist with prepopulated values for the procurement BU and owner.

When you create a checklist, you are automatically assigned as the owner. If you manage compliance checklists for a single procurement BU, that BU is defaulted as the procurement BU of the checklist. If you manage compliance checklists for multiple procurement BUs, the BU set in the Default Procurement Business Unit profile option is defaulted.

New Compliance Checklist with Prepopulated Values

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 Create Compliance Checklists for Purchasing Documents feature. If you previously opted in, then this feature is automatically available.

Key Resources

• Refer to the What's New for the Create Compliance Checklists for Purchasing Document feature.

Access Requirements

Users who are assigned a job role that contains this privilege can create compliance checklists:

• Create Compliance Checklist (PO_CREATE_COMPLIANCE_CHECKLIST _PRIV)

This privilege was available prior to this update.

Purchasing

Search and Select Items and Their Associated Trading Partner Item References When Creating Blanket Purchase Agreements

Search for items and their associated manufacturers, manufacturer part numbers, suppliers, and supplier items, and select specific combinations to populate your agreement lines. When an item has multiple manufacturer and manufacturer part numbers, you can now select the combination of values you want to return to the agreement line. When an item has multiple supplier items, the application will return the selected supplier item to the agreement line only if its supplier matches the one specified on the agreement.

Before this release, when enabling the Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents opt in, you could search for items using their associated supplier item number, manufacturer, and manufacturer part number attributes in purchasing documents. It wasn't possible to bring the items and attribute combinations from the item search results into the blanket purchase agreement line. From this release, by enabling the opt in and setting the Populate Trading Partner Item Details on Agreements profile option to Yes, the selected combination from the item search results will populate the supplier item number, manufacturer, and manufacturer part number attributes into the blanket purchase agreement line.

These screen captures illustrate the feature.

Search and Select the Item on the Blanket Purchase Agreement Line

Blanket Purchase Agreement Line Details

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 Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents feature and set the Populate Trading Partner Item Details on Agreements (ORA_PO_BPA_ITEM_PICKER) profile option name.

To enable the Populate Trading Partner Item Details on Agreements profile option name, follow these steps:

1. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task:

• Offering: Sales
• Functional Area: Sales Foundation
• Task: Manage Administrator Profile Values task

2. On the Manage Administrator Profile Values page, search for and select the Populate Trading Partner Item Details on Agreements profile option name.

3. Set the Profile Value to Yes.

Tips And Considerations

• This feature is ideal for implementations where having multiple supplier and manufacturer trading partner definitions per item master is a common practice. In environments where the norm is a one-to-one relationship between item masters and supplier or manufacturer part numbers, enabling this feature may result in data redundancy by managing the same supplier and manufacturer item details on the BPA line and in the item master definition. This increases the complexity of data maintenance and the potential for inconsistencies.

• To transfer the supplier item number, manufacturer name, and manufacturer part number from the search results to the blanket purchase agreement line, configure the Search Results section of the Search and Select Item page to display these attributes. You can add columns for the supplier item number, manufacturer, and manufacturer part number through the View menu on the Search Results section of the page. Having these columns visible in the search results will let you easily select the item with the right combination of attributes to populate into the blanket purchase agreement line.

• In addition to populating trading partner item details on blanket purchase agreement lines through selection from item search results, the Populate Trading Partner Item Details on Agreements profile option now also controls the defaulting of the supplier item number, manufacturer, and manufacturer part number from the item master definition into the blanket purchase agreement line. This applies regardless of whether the Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents opt in is enabled. If the profile option is set to Yes and you add an item to the blanket purchase agreement line without selecting a supplier item number, manufacturer, or manufacturer part number combination from the search results, the application will automatically default those fields into the blanket purchase agreement line, as long as the defaulting conditions are met.

Here's how it works:

• When the opt in is enabled and the profile option is set to Yes: If you enter an item on a BPA line without choosing a specific combination of item, supplier number, or manufacturer part number from search results, the application will automatically default those fields into the blanket purchase agreement line based on the item master definition, as long as the defaulting conditions are met.

• When the opt in is disabled and the profile option is set to Yes: If you enter an item on a BPA line, the application will automatically default those fields into the blanket purchase agreement line based on the item master definition, as long as the defaulting conditions are met.

These are the current conditions that must be satisfied to default the supplier part number from the master item definition:

• The trading partner type for the item master should be a supplier.
• The trading partner name should match the supplier on the blanket purchase agreement.
• The trading partner item status should be active or null.
• The supplier item relationship start date should be effective while creating a blanket purchase agreement.
• The relationship status should not be obsolete.
• Only one relationship should meet these conditions for the master item.

These are the current conditions that must be satisfied to default the manufacturer and manufacturer part number fields from the master item definition:

• The trading partner type for the item master should be a manufacturer.
• The trading partner item status should be active or null.
• The manufacturer status should be active or null.
• The manufacturer item relationship start date should be effective while creating a blanket purchase agreement.
• The relationship status should not be obsolete.
• Only one relationship should meet these conditions for the master item.

Key Resources

• To know more about how to make attributes such as Manufacturer, Manufacturer Part Number, Supplier Part Number, Cross Reference, or Extensible Flexfields available as keywords for item search, refer to the Build Item Keyword Index topic, available in the Oracle Fusion Cloud SCM: Implementing Product Management guide.

• To know more about how to restrict visibility of certain items to a set of users or roles, refer to the Filter Your Item Selections for Transactions Using Automatic Suggestions feature, available in the Oracle Product Lifecycle Management What's New, update 21C.

Access Requirements

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

• Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)
• Change Purchase Agreement (PO_CHANGE_PURCHASE_AGREEMENT_PRIV)

These privileges were available prior to this update.

To set up this feature, you'll need a configured job role that contains these existing privileges:

• Manage All Application Profile Values (FND_APP_MANAGE_ALL_PROFILE_VALUES_PRIV)
• Setup and Maintain Applications (ASM_SETUP_AND_MAINTENANCE_PRIV)

Create Master Items with Trading Partner Item Associations from the Blanket Purchase Agreement Import

Create master items with trading partner item associations, leveraging Product Information Management functionality to automatically derive item class, item number, and primary unit of measure from the blanket purchase agreement (BPA) import.

Before this update, Purchasing Cloud already supported the creation of items in Product Information Management from imported BPA lines. However, it didn't support the creation of trading partner items (supplier items and manufacturer part numbers) from the import. As part of this feature, the BPA import will support the creation of trading partner items and their relationships to master items as well. The value added is twofold:

• Seamless integration between Purchasing and Product Information Management by eliminating the need for manual trading partner item creation when BPAs are created or updated in bulk.

• Maintain Product Information Management as the single source of truth for master items, trading partner items, and their relationships.

This diagram illustrates the feature:

Item and Trading Partner Item Creation from the BPA Import

You will also be able to take advantage of advanced Product Information Management features when creating new master items from the BPA import:

• Automatic item class derivation for new master items.

• Automatic item number generation based on the item number generation method assigned to the item class.

• Automatic creation of items in all child organizations of the item master organization associated with the procurement business unit.

• Automatically derive the primary UOM from either the base UOM of the BPA line's unit class or the lowest UOM in the item's packaging string. This table shows some derivation examples:

  • Examples of item's primary UOM derivation

    BPA Line's UOM	Class's Base UOM	Packaging String	Lowest UOM in the Packaging String	Primary UOM for the New Item	Derived from
    EA	EA			EA	Class's base UOM
    BX 10	EA			EA	Class's base UOM
    CS 25	EA			EA	Class's base UOM
    EA	EA	EA 10/BX 25/CS	EA	EA	Lowest UOM in the packaging string
    BX 10	EA	EA 10/BX 25/CS	EA	EA	Lowest UOM in the packaging string
    CS 25	EA	EA 10/BX 25/CS	EA	EA	Lowest UOM in the packaging string

Data integrity between Purchasing Cloud and Product Information Management is strengthened and redundancy reduced by:

• Performing duplicate checks before creating new master items or trading partner items to support these use cases:
  • Create new trading partner items and their relationships to new master items.
  • Add new trading partner items to an existing master item by providing the master item number.
  • Add a supplier item to an existing master item by providing the manufacturer part number to identify the master item.
  • Create relationships between existing trading partner items and existing or new master items.

• Ensuring manufacturers provided for new manufacturer part numbers are valid.

• Not storing trading partner item references on imported BPA lines when corresponding trading partner items are created in Product Information Management, ensuring it remains the single source of truth for trading partner item information.

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

• Updates to master items or trading partner items stored in Product Information Management aren't supported by the BPA Import. For example, if a new supplier item is provided for an existing master item, a new trading partner item will be created in Product Information Management but without replacing or updating any existing trading partner item.

• Some functionality, such as creating items in item classes different from the root class or generating rule-based item numbers, requires an Oracle Product Hub license.

• If, after opting in to this feature, you still want to maintain trading partner references on imported BPA lines when new trading partner items are created in Product Information Management, you must set the Populate Trading Partner Item Details on Agreements profile option to Yes. You can consider this configuration if your business requires maintaining multiple manufacturer items for the same master item. For example, your manufacturing specifications and planning recommendations use master items that can be procured from multiple manufacturers, and the actual manufacturer and corresponding manufacturer part number are only selected when ordering the items. To utilize this approach, you must consider these limitations:
  • Trading partner item corrections in Product Information Management won't reflect on the BPA lines. As a result, corrected values will be unavailable while sourcing requisitions or purchase orders to those BPA lines.
  • Corrections to the trading partner item references on the BPA lines may result in the creation of new trading partner items in Product Information Management.

Key Resources

• To know more about the supported item number generation methods, refer to the What number generation methods are available? topic.
• To know more details about how to configure data security for the item creation, refer to the Set Up Data Security for Item Classes topic.

Access Requirements

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

• Import Purchase Agreement (PO_IMPORT_PURCHASE_AGREEMENT_PRIV)

• One of these privileges:
  • Import Item (EGP_IMPORT_ITEM_PRIV)
  • Manage Item Grouping (EGP_MANAGE_ITEM_GROUPING_PRIV)

These privileges were available prior to this update.

Create Requisitions and Purchase Orders Requiring Special Handling

Create requisitions and purchase orders requiring special handling by your suppliers. Capture handling details in special handling descriptive flexfields on the document header and lines. For example, create bill-only documents that include details such as the physician's name and the item's lot and serial number. When you generate an order from a special handling requisition, any details you capture on the requisition will be copied to the order. You can now require buyer review, override B2B communication, and automatically create receipts for your special handling orders.

Create special handling requisitions in the Responsive Self Service Procurement application.

Create a Special Handling Requisition

Special Handling Details on the Requisition Header

Create special handling orders from special handling requisitions, or create standalone special handling orders.

Special Handling Details on the Purchase Order

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

Use the Manage Special Handling Types task to define new special handling types or change existing types. The Bill Only type is seeded and can be changed. 

Manage Special Handling Types Task

Use the Manage Descriptive Flexfields task to configure the context and context segments for the header and line fiexfields. Configure the context and context segments for the document header on the Special Handling Attributes for Headers flexfield and for the document line on the Special Handling Attributes for Lines flexfield. You can change or add your context and context segments. There are 20 text, 10 date, 10 timestamp, and 10 number fields available.

Special Handling Attributes for Headers Flexfield

For supplier sites that are configured for B2B messaging, choose to override B2B communication for special handling orders on the site setup.

Override B2B Communication for Special Handling Orders

Tips And Considerations

• You can't delete special handling types after you create them in the Manage Special Handling Types task. Disable the special handling type so that requesters and buyers no longer see the type as a choice when creating documents.

• The context associated with the special handling type can't be changed after creating the type. When you create a special handling document, the context will default onto the document and control which segments you see. You won't be able to see or change the context itself on the document.

• The Bill Only special handling type and associated contexts are seeded. You can use them as is or configure them. For more details about using the Bill Only type, refer to the Create Bill-Only Requisitions and Purchase Orders feature.

• Any changes to the Special Handling Attributes for Headers or Special Handling Attributes for Lines flexfields are shared between Self Service Procurement and Purchasing. New and changed contexts and segments will show up in both applications.

• To create special handling requisitions online, enable the Procure Goods and Services Using the Responsive Self Service Procurement Application feature.

• All special handling requisition lines must have a supplier and supplier site. The supplier and supplier site must be the same across all requisition lines.

• Internal material transfers aren't supported on special handling requisitions.

• You can't create special handling orders using styles that have consignment terms, configuration ordering, outside processing, or complex work enabled.

• You can't create special handling orders if the requisitioning business unit is located in Brazil and has fiscal document processing enabled.

• If Automatically Create Receipt is enabled for the special handling type:
  • You can't create lines with items that are lot or serial-controlled.
  • Receipt routing will be read-only and set to Direct Delivery.
  • The destination type must be Expense.

• After opt in to this feature, the Override B2B Communication setting will be available on purchase orders without needing to opt in to the 23B feature Override B2B Communication of Purchase Orders. You will still need the corresponding privilege to change the value. Please review the documentation for the feature for more details about usage.

• If B2B messages are set up for the document and the supplier site, the application will enable Override B2B Communication on special handling orders if the Override B2B communication for special handling orders setting on the supplier site is enabled. 

• You can't duplicate special handling orders or lines. 

• Regardless of the grouping settings on the procurement business unit or agreement, special handling requisitions can't be grouped with any other requisitions. Special handling requisition lines also can't be grouped.

• You can't split or update special handling requisition lines from catalog on the Process Requisitions page. You can't group special handling requisition lines manually on the Edit Document Builder page. 

• A special handling type is available as a header-level approval attribute for writing rules. 

• Special handling type and code are available in the Purchase Order data model. You can configure your PDF template with the data model fields to send special handling details to your supplier.

Access Requirements

Users who are assigned a configured job role that contains these privileges can create special handling requisitions in the Responsive Self Service Procurement application.

• Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV). 

This privilege was available prior to this update.

• Create Requisition with Special Handling (POR_CREATE_REQUISITION_WITH_SPECIAL_HANDLING). 

This privilege is new in this update.

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)

This privilege was available prior to this update.

Users who are assigned a configured job role that contains this privilege can set up special handling types.

• Manage Special Handling Type (PO_MANAGE_SPECIAL_HANDLING_TYPE_PRIV)

This privilege is new in this update.

Users who are assigned a configured job role that contains this privilege can set up special handling type flexfields.

• Manage Application Descriptive Flexfield (FND_APP_MANAGE_DESCRIPTIVE_FLEXFIELD_PRIV)

This privilege was available prior to this update.

Create Bill-Only Requisitions and Purchase Orders

Create bill-only requisitions and purchase orders for purchases that don't follow the standard procurement process by using the Bill Only special handling type. For example, in the healthcare industry, bill-only items such as implant devices are only ordered when they have already been used. You can capture details such as the physician's name and the product serial number onto the document. You can now require buyer review, override B2B communication, and automatically create receipts for your bill-only orders.

The Bill Only special handling type is available in the Manage Special Handling Types task.

Bill Only special handling type

The Bill Only special handling type is associated with the Bill Only Context for Headers and Bill Only Context for Lines. 

The Bill Only Context for Headers context includes these context-sensitive segments: 

• Physician Name
• Date of Service
• Reference Number

The Bill Only Context for Lines context includes these context-sensitive segments: 

• Lot
• Serial Number

Bill Only Context for Headers

You can create bill-only requisitions using the Responsive Self Service Procurement application.

Bill Only Fields on the Requisition

Bill-only details will be copied to bill-only orders created from bill-only requisitions.

Bill Only Details on the Order

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 create bill-only requisitions and purchase orders, enable the Create Requisitions and Purchase Orders Requiring Special Handling feature. The Bill Only special handling type is available as part of that feature.

Tips And Considerations

• The Bill Only special handling type and associated contexts are available for use without needing additional configuration. However, you can configure the type and context as needed. For details about settings (for example, to require buyer review or to create receipts automatically), review the What's New for Create Requisitions and Purchase Orders Requiring Special Handling.

• Override B2B communication for special handling orders by enabling the Override B2B communication for special handling orders setting on the supplier site.

Key Resources

• For details on configuring and using special handling documents, refer to the Create Requisitions and Purchase Orders Requiring Special Handling feature, available in Oracle Fusion Cloud Procurement What's New, update 24B.

Access Requirements

Users who are assigned a configured job role that contains these privileges can create special handling requisitions in the Responsive Self Service Procurement application:

• Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV)

This privilege was available prior to this update.

• Create Requisition with Special Handling (POR_CREATE_REQUISITION_WITH_SPECIAL_HANDLING)

This privilege is new in this update.

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)

This privilege was available prior to this update.

Assign Additional Supplier Contact Emails to Imported Purchase Orders

Specify additional supplier contacts by providing their email IDs while creating purchase orders using file-based import and REST resources. In update 24A, you could add additional supplier contacts only for incomplete purchase orders created online. With this update, you can also change these additional contact email IDs on approved purchase orders if these contacts are no longer applicable. Changes are supported through the user interface and the REST resource.

You can also perform the these tasks using additional contact emails:

• Generate OTBI reports and inquiries using the Additional Contact Email attribute in the Purchasing Real Time OTBI subject area.
• Author contract terms for purchase orders using the newly added Additional Contact Email system variable.

These screen captures illustrate the feature.

Additional Contact Email Attribute in the FBDI Template

Update the Additional Contact Email Attribute As Part of the PO Change Order

OTBI Report with the Additional Contact Email Attribute

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 Assign Additional Supplier Contact Emails for Requisitions and Purchase Orders feature. If you previously opted in to the Assign Additional Supplier Contact Emails for Requisitions and Purchase Orders feature, then this feature is automatically enabled.

Tips And Considerations

• You can now process requisitions with the additional contact email attribute into either a new or existing purchase order using the Requisition Processing Requests REST API. Earlier, you could process such requisition lines only from the UI.

• You can configure a new change order template to specify whether a purchase order needs to be revised if the additional contact email attribute was updated.

• When importing purchase orders using file-based import, communication email will be defaulted using supplier contact email address values and additional contact email address if you didn't specify any value for the communication email attribute.

Access Requirements

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

• Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
• Import Purchase Order (PO_IMPORT_PURCHASE_ORDER_PRIV)

These privileges were available prior to this update.

Route Purchase Orders for Approval Based on Any Chart of Accounts Segment

Route purchase orders and change orders for approval based on the value of any chart of accounts segment, including those without a segment label such as natural account or cost center assigned to them.

This screen capture illustrates the feature.

Chart of Accounts Segment Based Approval Rule Routing

In this example, purchase orders with distributions using charge accounts with the Product segment equal to 000 are routed for approval to the user CVBUYER03.

Approval Rule Using Unlabelled Chart of Accounts Segment

Manage Approvals Page Showing the Rule Assignee

Steps to Enable

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

Tips And Considerations

• To create an approval rule based on the Chart of Accounts segment, follow these steps:

1. In the BPM Worklist task, click the Administration tap under the User menu.
2. Click the Task Configuration tab.
3. Search for the DocumentApproval task.
4. Click the DocumentApproval task.
5. To edit the task, click the Pencil icon.
6. Click the Assignees tab, select the stage and participant to which you want to add the approval rule.
7. Click the Go to Rule link.
8. To create a new rule, in the Rules section, click the Plus icon and click the General Rule tab.
9. To create the test condition, in the IF section, click the Plus icon, and click the Simple Test tab.
10. To search, click the Magnifying Glass icon.
11. In the Condition Browser window, expand one of the Chart of Accounts segments.
12. Select the Chart of Accounts segment you want to base the approval rule on and complete the IF condition.
13. In the THEN section, to add the THEN condition, click the Plus icon.
14. To validate your business rule, click Validate.
15. Save and commit your approval rule.

• This feature is only available if you use the BPM Worklist task to manage approval rules. 

Access Requirements

To manage workflow for all product families, you need a custom role that includes the BPM Workflow All Domains Administrator Role.

Update Attributes on Split Order Lines for Partial Drop Shipments

Update attributes on a split order line that Oracle Order Management creates when a supplier ships part of an order line in a drop shipment flow. If only some of the quantity on the order line is currently available on the requested date, then your drop ship supplier might ship that quantity, and Order Management will split the order line for the remaining quantity. Starting with update 24B, you can update attributes on the split fulfillment line.

Use this feature so you can update attributes on a split order line that Order Management creates when Oracle Procurement ships part of an order line in a drop shipment flow.

All the following usages described in this document involve split lines that you ship in a drop shipment.

Scenario

A supplier can ship part of a fulfillment line that you drop ship to help meet customer demand. If only some of the quantity on the order line is currently available on the requested date, then the supplier ships the quantity that's available to ship, and Order Management will create a split order line for the remaining quantity. You now have a new fulfillment line that has the remaining quantity that the supplier still needs to ship.

You might need to update attributes on the new split line in Order Management after the supplier ships part of the order line. For example, assume you know that supplier B has enough supply to fulfill the line that hasn't shipped. If you revise the supplier and supplier site attributes on that line to supplier B and submit your revision, then Order Management will send these details to Procurement so Procurement can create a new purchase order for supplier B, and supplier B can fulfill the request.

Update Attributes on Split Order Lines

You can:

• Modify the quantity, scheduled date, shipping location, shipping method, supplier, or supplier site.
• Modify the price of a purchase order line, through an extensible flexfield on the order line.
• Unschedule the line or substitute the item.
• Schedule or split the line when it's in Manual Scheduling Required status.

You can update an attribute's value on a split line in Order Management, and then use that value to:

• Reprice and recalculate tax.
• Fulfill, recognize revenue, and bill the split lines.
• Cost the transaction and recognize the cost of goods sold for the split lines in Oracle Cost Management.
• Orchestrate financial details and process the transaction in Oracle Supply Chain Financial Orchestration for the split lines.

Do these updates in the Order Management work area, through REST API, or through some other application, such as Oracle Backlog Management or Oracle Global Order Promising.

Update Attributes on Purchase Orders

You can update attributes on a purchase order's partially shipped line:

• Modify the promised dates, shipping method or quantity.
• Split the schedule on the line.
• Cancel a line on the purchase order.

You can update attributes on a line that Procurement never received in a purchase order, and when the line contains a configured item, a kit, or the item is part of a shipment set:

• Modify the quantity or split the schedule.
• Cancel a line on the purchase order.

Do these updates in Procurement, through REST API, or through Oracle Supplier Portal.

Use Order Management

You can now update one or more attributes on an order line that you split and ship through a drop shipment:

• Update line attributes just like you do when you update attributes on a line that isn't split and when the line is awaiting shipping. You can also use actions in a fulfillment view to do this.

• As an option, use the Update Lines action to update attributes on all the lines that you select at the same time. If you opt into this feature, then you can use this action for the split lines and for the order lines that you backorder in Procurement.

• Update an attribute on the order header, and Order Management will cascade your update to all the split lines that you haven't overridden. You can also use the Override Order Line action to update an attribute on the split line.

• Use an order management extension or posttransformation rule to update an attribute on a split line.

NOTE:

• If you ship lines in a shipment set, and if you partially ship or don't ship at least one of these lines, then Order Management removes the lines that you haven't shipped from the set. You can now update attributes on the removed lines just like you do on a line that isn't in a shipment set.

• If you update an attribute on a split through REST API, or through some other application, such as Backlog Management, Global Order Promising, and so on, but it’s a split line that Order Management doesn't allow you to update, then you will receive an error.

• If you do an unschedule action for one or more split lines, and if the fulfillment tolerance on at least one of the lines that you select isn’t 0, then Order Management will ask you to confirm the action. For background, see Guidelines for Setting Up Shipment Tolerances.

If you use an action in a fulfillment view to update the split lines, and if your selection includes:

• Only the split lines that Order Management can’t update. Order Management will display the same error that it displays when you don't use this feature. 

• Split lines that Order Management can update. Order Management will update them, and won't update the split lines that it can't update.

You can’t update an attribute if:

• It’s on a remnant line of a configured item. 

• It’s on a line that Order Management created when Oracle Receiving partially received a return line.

• It’s on a sales order that you submitted before you opted into the Update Attributes on Split Order Lines for Partial Drop Shipments feature. You can update attributes on a split line that you drop ship only on a sales order that you submit after you opt into the feature.

How Order Management Processes Change

Order Management User Updates an Attribute

Order Management processes change on a split line similar to how it processes change on a line that isn't split and that's awaiting shipping. You can use different compensation patterns according to the attributes that you update or according to the fulfillment task that Order Management is compensating.

If you update an attribute on a split line, and if the orchestration process uses that attribute to identify change for a fulfillment task, then the orchestration process sends the updated attribute value on the split line to Procurement. For example, if you update attributes such as the ordered quantity, shipping method, scheduled dates, shipping location and so on a split line, then Order Management compensates the procurement task and sends the updated attribute value to Procurement.

• The orchestration process compensates all of its fulfillment tasks, then sends the split line to Procurement.

• You can cancel a split line on a sales order or fulfill it without updating any attribute just like you did before you could use this feature. Procurement will close the purchase order line that fulfills the split line.

• Order Management no longer compensates the parent line of a split line when you cancel that split line for a partial shipment.

If you substitute an item, do an unschedule action, or change the fulfillment from a drop shipment to a standard warehouse flow or to a back-to-back flow, then Order Management will send a request to Procurement to close the purchase order.

• For example, if you substitute an item, then Procurement will close the old purchase order and create a new purchase order for the new item.

• If you unschedule a split line, then you can reschedule the line to a new supplier or warehouse.

• If you revise the split line to remove the supplier and add a warehouse, then Procurement will close the purchase order and order management will interface the line to your warehouse for fulfillment.

Buyer or Supplier in Procurement Updates an Attribute

Here are some examples of how Order Management processes an update on a purchase order when Procurement has received only part of the quantity, and a buyer or supplier updates an attribute on a split line in Procurement.

How Procurement Processes Change

Here are some examples of how Procurement processes an update that you make on an attribute on a split line on a sales order in Order Management when Procurement has received only part of the schedule.

How Supply Chain Financial Orchestration and Cost Management Process Change

Assume you add a new price for the purchase order through an extensible flexfield on the order line in Order Management, and then Procurement updates the price on the purchase order line:

1. Financial Orchestration will calculate the transfer price according to the price on the updated purchase order line for each subsequent drop shipment.

2. Cost Management will use the new price when it processes each subsequent drop shipment. It will also adjust the price on each prior drop shipment according to the new price on the purchase order line. 

3. If you modify the supplier or supplier site on the sales order line, then Procurement will create a new purchase order, and Financial Orchestration will create a new financial agreement for each subsequent drop shipment.

Assume on-hand supply becomes available, so you update the supply details on the sales order line and ship the remaining quantity that you haven't shipped yet from the warehouse. This modification will change the sales order's flow from a drop shipment to a standard flow or to an intercompany transfer. Financial Orchestration and Cost Management will use the new flow when they process and cost each subsequent shipment.

Realize these benefits:

• Update attributes on an order line after you ship part of a drop shipment line.
• Avoid having to cancel split lines and manually recreate new ones when all you want to do is update attributes on the shipment line.
• Reduce the number of steps and the time you need to process change on an order line after you ship part of that line.
• Improve efficiency and accuracy of change processing on the line after you ship part of the line.
• Improve tracking and reporting for lines that you fulfill in more than one shipment.
• Increase customer satisfaction.

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

• You can't opt out of the Update Attributes on Split Order Lines for Partial Drop Shipments feature after you opt in and submit a sales order. At this point, you're committed to using the feature.

• You can update attributes on a split line, that you drop ship, and that has a configured item or a kit just like you do when you update attributes on a line that isn’t split and that’s awaiting shipping, but you can’t modify the configured item on a split line.

• If you update an attribute on a split line, then Oracle Pricing reprices the line just like it does when you update an attribute on a line that isn't split and that's awaiting shipping.

• If you drop ship a split line in a standard or in a back-to-back flow, then you can set the supplier and the supplier site on the split line.

• If you substitute the item on a split line, or unschedule it, and if the fulfillment tolerance on the line isn’t 0, then the fulfillment system will apply the fulfillment tolerance on the split order line, but it won't consider the cumulative quantity that you already shipped across all of the order line's fulfillment lines. Instead, the fulfillment system will consider only the quantity on the fulfillment line that you're shipping.

• You can’t use a web service from Application Development Framework to update an attribute on a split line that you drop ship.

Here's a summary of what the buyer or supplier can do on a purchase order line when Procurement has received only part of the quantity.

Summary of Buyer and Supplier Changes Supported on Backordered Lines

NOTE:

• Depends means Yes, but only for standard or assemble-to-order items.

• If the item is a configured item, kit, or shipment set, and if you modify the date or shipment method, then you must apply the same date or shipment method across all the lines that are part of the configured item, kit, or set.

If Procurement hasn't received any of the quantity, then you can still make all of the same modifications that you can make when Procurement has received only part of the quantity, except for these differences with a shipment set.

If Procurement Hasn't Received Any of the Quantity, Then You Can Still Make All of the Same Modifications That You Can Make When Procurement Has Received Only Part of the Quantity Except for These Differences with a Shipment Set.

Key Resources

• For background details, see:
  • Overview of Drop Ship in Order Management
  • Update Attributes on Split Order Lines for Partial Shipments

• For more, see these books on Oracle Help Center:
  • Implementing Order Management
  • Implementing Manufacturing and Supply Chain Materials Management
  • Implementing Cost Accounting
  • Using Cost Accounting and Receipt Accounting
  • Using Supply Chain Orchestration
  • Using Functional Setup Manager

Access Requirements

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 configured job roles that contain these privileges are able to access this feature:
  • Initiate Order (FOM_CREATE_ORDER_PRIV)
  • Revise Order (FOM_REVISE_ORDER_PRIV)
  • View Orders (FOM_VIEW_ORDERS_PRIV)
  • Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
  • Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV)
  • Create Cost Accounting Distributions (CST_CREATE_COST_DISTRIBUTIONS_PRIV)
  • Review Cost Distribution (CST_REVIEW_COST_DISTRIBUTIONS_PRIV)

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

Selected Purchasing Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle 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.

Query by Example to Filter Search Results by Project and Task Returns Unpredictable Results

Before this update, if you used query by example to filter search results by projects or tasks on the View Requisition Lines or Manage Orders page, the results wouldn't match the filter, meaning the application wouldn't filter out any records that didn't match the value you entered. With this update, query by example for projects and tasks is disabled on these pages. If you want to narrow down your search results to a specific project and task, use the search attributes.

Oracle reference: 35891273

Bypass Purchase Order Approvals While Updating Purchase Agreements Using FBDI

After updating to 24B, users who need to use file-based data import (FBDI) to update blanket and contract purchase agreements with the Bypass approval action must be assigned the Import Purchasing Document Bypassing Approval privilege (PO_BYPASS_PURCHASE_ORDER_APPROVAL_PRIV), in addition to the privilege required to create purchase agreements.

This privilege isn't assigned to any predefined job roles. Whether you manage security using predefined job roles or your own configured job roles, you must assign the Import Purchasing Document Bypassing Approval privilege to users who need to bypass approvals when updating purchase agreements using FBDI.

Oracle reference: 35828394

Steps to Enable

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

Redwood Experience

Search for Purchase Agreements Using a Redwood Page

Search for purchase agreements using an elastic-based smart search that supports searchable attributes across agreement headers and lines with built-in fuzzy matching and progressively narrows down the search results by using additional keywords. The search results are displayed using a Redwood page to improve the overall search experience.

A new task is now available under Purchase Agreements and Purchase Orders work area to access the new Purchase Agreements page.

New Purchase Agreements Task in the Purchase Agreements Work Area

New Purchase Agreements Redwood Page

You can search agreements using header and line attributes. Here's the list of searchable attributes:

Search Agreements Using Header and Line Attributes

Steps to Enable

You need to enable the Redwood Manage Agreements Enabled (ORA_PO_MANAGE_AGREEMENTS_REDWOOD_ENABLED) profile option to access the new Purchase Agreements page. By default, this profile option is disabled. 

To enable the profile option, follow these steps:

1. In the Setup and Maintenance work area, search and select the Manage Administrator Profile Values task.
2. On the Manage Administrator Profile Values page, search for and select the profile option name or code.
3. Set the Profile Value to Y.
4. Click Save and Close. Changes in the profile value will affect users the next time they sign in.

To manage search capabilities for purchase agreements, follow this step:

1. Submit the ESS job to create index definition and perform initial ingest to OSCS scheduled process with this index name:

• Purchase Agreements: fa-prc-pa

Tips And Considerations

• You can create a saved search so the application displays the records associated with your default saved search when you navigate to the new Purchase Agreements page. For example, you can create a saved search to display agreements created by a given buyer in a specific procurement business unit.

• You can configure guided journeys for the new Purchase Agreements page and provide users with guidance such as tutorials, company policies, and best practices.

• You can use Visual Builder Studio to configure business rules to:
  • Show or hide fields.
  • Filter the purchase agreements by adding new filters or removing filters that are available out of the box.
  • Sort the purchase agreements search results using additional agreement attributes.

• The new Purchase Agreements page doesn't support these actions:
  • Modify or Perform control actions on the agreement. You can drill down to the View Agreement page to edit and perform control actions like Cancel, Finally Close, Freeze, and Hold.
  • Create a new purchase agreement. To create a purchase agreement, you can use the Create Purchase Agreement task available in the Purchase Order and Purchase Agreements work areas.

Key Resources

• For more information on how to enable guided journeys for Redwood pages, refer to the Enable Guided Journeys for the Rebuilt Redwood Pages feature, available in Oracle Fusion Cloud HCM Common What's new, update 23B.

• For more information on extending Redwood pages, refer to the Extending Redwood Pages Using Visual Builder Studio (VBS) feature, available in Oracle Fusion Cloud HCM Common What's new, update 23D.

• To know more about how to create saved searches, refer to the Create Saved Searches topic. 

Access Requirements

Users who are assigned a configured job role that contains this privilege can access the redwood purchase agreements page:

• Search Purchase Agreement (PO_SEARCH_PURCHASE_AGREEMENT_PRIV)

This privilege was available prior to this update.

Supplier Model

Extending Next Generation Supplier Self-Service Registration

Supplier Registration can have unique requirements based on factors like country and industry. If the information requested in the registration flow isn't tailored to the supplier based on these types of factors, it can be confusing and result in higher support costs with lower registration success rates. Tailor a seamless experience for your suppliers in the next generation supplier registration by using Business Rules from Oracle's Visual Builder Studio. Business Rules allow you to easily configure company details and now contacts and addresses pages; Offering a user-friendly interface to extend registration pages to make fields required or optional, read-only or editable, and shown or hidden. These properties can also be applied conditionally based on specific criteria such as country. With Business Rules, you can efficiently deliver a tailored registration experience for suppliers with lower support costs.

You can now configure individual attributes, including descriptive flexfields, on contacts and addresses pages and add conditions in business rules using country, organization type, supplier type, and business relationship attributes.  The following example shows a configured rule with conditions: if supplier is Prospective and in the United States, then; Phone is required for a contact, User Roles are read only, and the Receive Payments address purpose is hidden.

Configure Contact Phone and User Roles for United States and Prospective Business Relationship

Configure Receive Payments Address Purpose

During the registration for a prospective supplier in the United States, user is required to provide phone number for the contact. User can choose to request user account for the contact, but the roles assigned to the user account are read only and can't be changed.

Phone is Required and Roles are Read-only for Contacts

On the Addresses page, the Receive Payments address purpose doesn't appear on the page.

Removed Address Purpose: Received Payments

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 Next Generation User Experience for Supplier Self-Service Registration feature under Suppliers and perform all the setup steps.

Configure Descriptive Flexfields: If you’re currently using or plan to use descriptive flexfields of type, list of values, you need to make additional setup changes to allow anonymous users access to the value sets. The setup must be performed for new as well as your existing descriptive flexfields, for more information, see How to Enable Descriptive Flexfields in the Next Generation Supplier Self-Service Registration.

Tips And Considerations

Consider these when you use this feature:

• After update 24B, regions and fields for Contacts and Addresses page will appear in your existing business rules on company details.  Review these existing business rules and decide whether there's a need to enhance them for the Contacts and Addresses pages. If you don't change anything in contacts and addresses for existing business rules after update 24B, the default attribute properties will apply.

• Other extension capabilities delivered in previous updates, such as adding instruction texts or hyperlinks using dynamic containers, will continue to function as is.

• If you have implemented any extensions that aren't supported such as those on the dynamic components under layouts, or configured any constants, then you must delete them prior to update 24B. For more information, see Delete an Extension.

• To rename attributes you need to use the user interface text tool editor.

Key Resources

• To get an overview of the next generation supplier self-service registration feature, refer to the Oracle Fusion Cloud Procurement What's New (23C Update) and TOI.

• To get more details on the extension capabilities using business rules for supplier registration, refer to the Oracle Fusion Cloud Procurement What's New (Update 24A).

• To get more details on the extension capabilities supported in previous updates, refer to Extending the Next Generation Self-Service Supplier Registration Pages in Update 23C and Update 23D.

• To get more details on setting up project and workspaces in VB Studio, refer to Setting Up Project and Workspaces in VB Studio to Extend Next Generation Supplier Registration Pages.

• To get more details on using business rules to control display, refer to Set Properties for an Extension Rule and Understand What Will be Shown at Runtime.

• To get more details on using Visual Builder Studio and understanding the extension components used in extending supplier registration, refer to Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access VB Studio for extension:

• Administer Sandbox (FND_ADMINISTER_SANDBOX_PRIV)

Sourcing

Create Negotiation Cover Page with Generative AI

Leverage generative Artificial Intelligence (AI) to author the cover page text for your negotiation. Simply enter the key details like the title, synopsis, item categories, and significant dates, and then use the AI Assist to generate the cover page text. AI will use the information from the draft negotiation and suggest content to include for you to get started. If you like a suggestion, you can review and accept it. If not, you can always edit it before or after accepting it. You also have to option to regenerate and explore different contents and formats until you find the one that fits your needs.

After you enable the feature, the location of the Cover Page is shifted to the right, as last step before the Review.

Generate Cover Page Text Using AI Assist

AI Assist (generative AI) does the cover page text authoring for you, thereby reducing the time it takes to create and publish a negotiation.

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

In the Setup and Maintenance work area, go to the Manage Negotiation Styles task.

• Offering: Procurement
• Functional area: Sourcing
• Task: Manage Negotiation Styles

On the Manage Negotiation Styles page, select and edit one of your existing negotiation styles, or create a new negotiation style. (You can't edit a predefined negotiation style.)

In the Controls section, under the Cover Page, select the AI Assist check box.

Negotiation Controls in Negotiation Style

Tips And Considerations

Consider these when you're creating a negotiation cover page with Generative AI.

• The cover page text suggestions generated by artificial intelligence may contain inaccuracies and should be reviewed before adding to the negotiation.

• The cover page text suggestions may be addressed to suppliers, featuring a placeholder for your contact details at the end, which you can modify as necessary.

Key Resources

To know more details about geographies where this feature is available, refer to the Fusion Generative AI Data Center Region Availability.

Access Requirements

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

• Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
• Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)

These privileges were available prior to this update.

View Previous Round Scores During Award

When executing multiple-round negotiations it's important to have access to past scoring information throughout the entire process. For example, in a 2-stage negotiation suppliers are typically evaluated for technical and commercial requirements and then shortlisted for a new pricing only commercial round to provide a best and final offer. It's important for evaluators, and approvers to have access to scores from the prior round when finalizing award.

With this feature, you can now view the previous round's requirement scores of the suppliers during award analysis and approval and make an informed award decision based on scores and new round pricing.

View Previous Round Scores During Award

This feature helps category managers make more informed award decisions by providing a comprehensive picture of the supplier evaluation.

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

Access Requirements

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

• Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
• Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)

These privileges were available prior to this update.

Refresh Auction in Real Time for Suppliers

The Monitor Auction page for suppliers is now automatically refreshed during the last hour of the auction when new bids are submitted, or existing bids are revised, disqualified, or both. On refresh, suppliers will see the count of lines they are trailing on to help them decide whether to revise their bid.

Monitor Auction Page for Supplier

Suppliers have an improved opportunity to win the bid as they can see their rank in real time.

Steps to Enable

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

Access Requirements

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

• Create Supplier Negotiation Response (PON_CREATE_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)
• Edit Supplier Negotiation Response (PON_EDIT_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)

These privileges were available prior to this update.

Allow Zero Response Price in Large Negotiations

Large negotiations are negotiations with very high volumes. With this update, suppliers can enter a zero price when responding to large negotiations. This allows suppliers to offer items for free or offer services for products that are still under warranty.

Supplier Enters a 0 Response Price

Buyers can take advantage of free offerings from suppliers and improve their savings.

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

• If you previously opted into the feature Allow Suppliers to Enter Zero Response Price, you don't have to opt in again.
• To create a large negotiation, use a negotiation style that has Large negotiation enabled.

Key Resources

• For feature information on Large Negotiations, refer to the 22D readiness training Manage Large Negotiations.
• Refer to the What's new for Allow Suppliers to Enter Zero Response Price, available in Update 24A.

Access Requirements

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

• Create Supplier Negotiation Response (PON_CREATE_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)
• Create Supplier Negotiation Response as Surrogate (PON_CREATE_SURROGATE_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)
• Edit Supplier Negotiation Response (PON_EDIT_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)

These privileges were available prior to this update.

Add Requisitions to Large Negotiations

Using the Large Negotiation feature, you can now process requisitions with thousands of lines. The awarded lines are automatically allocated to purchasing documents and requisitions fulfilled using background processing.

To use the feature:

• Provide the requisition number and requisition line number backing each negotiation line in the lines import template (.XLSM) and import using the file-based data import process (FBDI). 

• Supplier responses are captured, analyzed, and awarded using the background processes.

• Make an award decision, the award quantity is then automatically allocated to satisfy the requisition demand when the Create Purchasing Documents background process is run.

• Review the requisition line quantity allocations in the view line allocations UI, before creating purchasing documents in Purchasing. (Line allocations page is now enhanced to support lines search across the 3 tab views.)

• Submit the Purchasing Documents background process, this creates the purchasing documents, which fulfills the requisition demand. Any unallocated requisition line quantity is returned back to the process requisitions pool.

Requisition Information in Award Negotiation

View Line Allocations

Instead of conducting multiple negotiations, you can now process a large volume of requisition lines in a single negotiation, saving considerable time and effort.

Steps to Enable

Download and review the latest PONNegotiationLinesImportTemplate.xlsm import template in the File-Based Data Import for Oracle Procurement Cloud guide, available on the Oracle Help Center. Refer to the What's New section of the template to understand the changes done to the template.

Setup: Negotiation Style

To enable Large Negotiation feature, in the Setup and Maintenance work area, go to the Manage Negotiation Styles task.

• Offering: Procurement
• Functional area: Sourcing
• Task: Manage Negotiation Styles

On the Manage Negotiation Styles page, select and edit one of your existing negotiation styles, or create a new negotiation style. (You can't edit a predefined negotiation style.)

In the Controls section, under the Overview group, select the Large negotiation check box.

Negotiation Style Controls

Tips And Considerations

In Update 24B these features aren’t available for large negotiations with backing requisitions:

• Grouping of multiple requisitions lines into a single negotiation line
• Supplier suggestions from requisitions lines aren’t carried to negotiation supplier invitation list
• Header and line attachments from requisition lines aren’t carried to the negotiation
• Editing requisition line quantity allocations manually while creating purchasing documents
• Reopen completed award action

In the PONNegotiationLinesImportTemplate.xlsm import negotiation lines FBDI template, following changes are done to capture requisition line information:

• Added two new columns to LinesOrderOutcome sheet - Requisition, Requisition Line.
• Added three new columns to LinesAgreementOutcome sheet - Requisitioning BU, Requisition, Requisition Line.

Key Resources

• Review these readiness training videos for the Oracle Sourcing Cloud feature for more details:

1. Large Negotiations (update 22D)
2. Manage Large Negotiation (update 22D)
3. Create Large Negotiation (update 22D)
4. Create Large Negotiation Response (update 22D)
5. Award Large Negotiation (update 23C)

Access Requirements

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

• Create Supplier Negotiation (ORA_PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
• Edit Supplier Negotiation (ORA_PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)
• Create Purchase Order (ORA_PO_CREATE_PURCHASE_ORDER_PRIV)
• Create Purchase Agreement (ORA_PO_CREATE_PURCHASE_AGREEMENT_PRIV)

These privileges were available prior to this update.

Export Search Results to Excel in Supplier Portal

Suppliers can now export their negotiation search results and response data to the Microsoft Excel Spreadsheet Software from Supplier Portal.

Export Active Negotiations to Excel

Export Negotiation Responses to Excel

Downloading negotiations helps suppliers maintain a record of their past quotation history.

Steps to Enable

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

Access Requirements

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

• Create Supplier Negotiation Response (PON_CREATE_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)
• Edit Supplier Negotiation Response (PON_EDIT_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)

These privileges were available prior to this update.

Export Online Messages to Excel

You can now export all online messages in a negotiation into Microsoft Excel to review them offline, or add as an attachment when submitting the negotiation or award for approval.

Export Online Messages to Excel

Downloading messages helps category managers, team members, and suppliers maintain a record of their online conversations.

Steps to Enable

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

Access Requirements

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

• Create Supplier Negotiation Online Message (PON_CREATE_ONLINE_MESSAGE_PRIV)
• Create Supplier Negotiation Online Message as Supplier (PON_CREATE_ONLINE_MESSAGE_SUPPLIER_FACING_PRIV)
• Reply Supplier Negotiation Online Message (PON_REPLY_ONLINE_MESSAGE_PRIV)
• Reply Supplier Negotiation Online Message as Supplier (PON_REPLY_ONLINE_MESSAGE_SUPPLIER_FACING_PRIV)
• View Supplier Negotiation Online Message (PON_VIEW_ONLINE_MESSAGE_PRIV)
• View Supplier Negotiation Online Message as Supplier (PON_VIEW_ONLINE_MESSAGE_SUPPLIER_FACING_PRIV)

These privileges were available prior to this update.

Default Team Member Scores from Previous Round

When a new round is created, all team member scores from the previous round are now copied over if the requirement remains unchanged. The scores are editable and can be updated in the current round if required.

Scores Defaulted from Previous Round

This saves time for evaluators, epecially when there are a large number of requirements.

In negotiations that use composite scoring, technical and commercial round scores are now automatically defaulted in the new round for the best and final offer. This allows for the new round composite score to be calculated using requirement scores from the previous round, and pricing from the current round.

Steps to Enable

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

Tips And Considerations

Consider these when you default team member scores from the previous round:

• The scores are defaulted in the new round for the same requirements, provided the requirements remain unchanged.
• The scores are defaulted even when the supplier updates his response for the same requirements in the new round.

Access Requirements

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

• Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)
• Edit Supplier Negotiation (PON_EDIT_SUPPLIER_NEGOTIATION_PRIV)
• Score Supplier Negotiation Response (PON_SCORE_SUPPLIER_NEGOTIATION_RESPONSE_PRIV)

These privileges were available prior to this update.

Supplier Qualification Management

Send Automatic Questionnaire Reminders for Initiatives

You can now leverage the same automated questionnaire reminders on standard initiatives as supported for survey initiatives. Automatic reminders extend touchless qualification capabilities, helping you increase response rates without additional work. Set response reminders and past due notifications according to a predetermined schedule based on the due date.  When using automatic requalification, the reminder schedule is carried over in each cycle, further reducing the need for your intervention.

To enable automatic reminders, first set a response due date then 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 is sent after the due date. These automatic reminder notifications are optional. In the following example, the response due date for the supplier questionnaires is 29-Feb-2024. Three automatic reminders are then set for; 10 days prior to the due date, 2 days prior to the due date, and 5 days after the due date. If the example initiative includes internal questions, then another set of reminder fields would display to allow you to set up a different reminder schedule for the internal questionnaire here.

Create Initiative

After launching the initiative, you can review the automatic reminder schedule from the Monitor Initiative page. In addition, you can still send a response reminder manually.

Monitor Initiative

Steps to Enable

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 according to the parameters set on initiatives. If you're already sending automatic reminders for survey initiatives, this is the same ESS task that you need to run. No action is needed if this task is already scheduled.

Tips And Considerations

When you duplicate an initiative, the values for reminders are copied onto the new initiative.

Access Requirements

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_PRIV)
• Monitor Supplier Qualification Initiative (POQ_MONITOR_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV)

These privileges were available prior to this update.

To set up this feature, you'll need a configured job role that contains this existing privilege to schedule the Perform Automated Tasks for Supplier Qualifications ESS job:

• Perform Supplier Qualification Automated Tasks (POQ_PERFORM_SUPPLIER_QUALIFICATION_AUTOMATED_TASKS)

Support Additional Scoring Precision

Calculate scores with two decimals of precision for each question response. Enhanced scoring precision provides more accuracy when aggregating scores from multiple survey responses and comparing qualification and assessment results. Since the qualification outcome is derived by a total score which is rounded, it can be challenging to compare suppliers. For example, two suppliers may have the same outcome of Qualified with the same score. Now you can use the non-rounded score with two-decimal precision to compare and rank suppliers with improved trend analysis.

When you evaluate survey qualifications, you can now see the aggregate score with two decimal places. You can also enter aggregate score with the same precision for manually scored questions.

Aggregate Score with Additional Precision

The score with two decimals is used in calculating the weighted score for the question.

Weighted Score with Additional Precision

When you finalize the qualification, you can override the qualification score and enter the override score with two decimal places.  However, the overall qualification score on the qualification overview page will continue to be rounded and displayed without decimals as it's used to derive the qualification outcome based on the setup.

In OTBI, the qualification score, qualification original score, assessment score, and response score are shown in decimal format for reporting and comparison. This allows you to better compare suppliers especially when they share the same response value or qualification outcome.

OTBI Report with Additional Scoring Precision

Steps to Enable

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

Tips And Considerations

• These changes are also applicable to standard qualifications and assessments with two decimal places supported for scores.
• No changes have been made to the questions, qualification areas, or qualification models.

Access Requirements

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

• View Supplier Qualification (POQ_VIEW_SUPPLIER_QUALIFICATION_PRIV)
• Edit Supplier Qualification (POQ_EDIT_SUPPLIER_QUALIFICATION_PRIV)
• Evaluate Supplier Qualification (POQ_EVALUATE_SUPPLIER_QUALIFICATION_PRIV)
• View Supplier Assessment (POQ_VIEW_SUPPLIER_ASSESSMENT_PRIV)
• Edit Supplier Assessment (POQ_EDIT_SUPPLIER_ASSESSMENT_PRIV)
• Evaluate Supplier Assessment (POQ_EVALUATE_SUPPLIER_ASSESSMENT_PRIV)
• Supplier Qualification Analysis Duty (FBI_SUPPLIER_QUALIFICATION_ANALYSIS_DUTY)

These privileges were available prior to this update.

Procurement Contracts

Create Supplier Contacts from Contract

You can now create supplier contacts in the Parties tab of the contract. The ability to create the contact while authoring a contract accelerates the contract creation process. The Create Contact button is enabled for supplier and other third-party roles of a procurement contract.

Create Supplier Contact

Contract managers don't need to rely on the supplier manager to create a supplier contact. Being able to create the contact within the contract UI enhances the efficiency of the contract authoring process and shortens the lead time for contract creation.

Steps to Enable

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

Apply Expiry and Reminder Settings in Contract Envelopes from DocuSign Account

If DocuSign is your e-signature provider, you have the option to default the expiry and notifications settings in the contract envelopes from the DocuSign account. If the Apply account level reminders and expiration settings check box is selected in the Manage Electronic Signature UI, the contract documents that are sent for signature will have the values defaulted. The check box is deselected by default.

DocuSign Account Setting

Contract Document Reminder and Expiration Settings

You don't need to enter the expiry and reminder settings for every contract document because the values are already defaulted from the DocuSign account.

Steps to Enable

Check the Apply account level reminders and expiration checkbox in the Manage Electronic Signature UI for the solution provider DocuSign to automatically default the account level reminder and expiry settings in the contract document.

Manage Electronic Signature for DocuSign

IMPORTANT Actions and Considerations

Replaced and Removed Features

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

This section identifies the feature in this Cloud service that will be removed or replaced.