Update 21D

Revision History

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

Date	Module	Feature	Notes
09 DEC 2022	Dual Units of Measure	Create and Fulfill Sales Orders in Dual Units of Measure for Your Back-to-Back Flows	Updated document. Removed opt in expiration.
09 DEC 2022	Dual Units of Measure	Create and Fulfill Sales Orders in Dual Units of Measure in Your Drop Ship Flows	Updated document. Removed opt in expiration.
02 DEC 2022	Dual Units of Measure	Request Items That Are Priced in Their Secondary UOM from External Applications	Updated document. Removed opt in expiration.
02 DEC 2022	Dual Units of Measure	Purchase Items That Are Priced in Their Secondary UOM	Updated document. Removed opt in expiration.
18 NOV 2021	Dual Units of Measure	Request Items That Are Priced in Their Secondary UOM from External Applications	Updated document. Revised opt in expiration.
17 SEP 2021			Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

HAVE AN IDEA?

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Feature Summary

Procurement Common

Common Procurement

Access Procurement Application Pages Using Quick Actions

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

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

Quick Actions on the Home Page for the Procurement Tab Group

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

Steps to Enable

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

Tips And Considerations

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

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

Integrate and Extend Procurement Using REST Services

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

The new REST API introduced in this update is:

• Requisition Processing Requests

The following REST APIs are enhanced:

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

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

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

Steps to Enable

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

Key Resources

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

Role And Privileges

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

Self Service Procurement

Self Service Procurement

Selected Bug Fixes in This Update

This section describes selected bug fixes in this update that can change the way Oracle Self Service Procurement Cloud works.

Use REST APIs for Amount-Based Requisition Lines That Have Project Costing Details

You can use REST services to manage (GET, POST, PATCH) project costing information on purchase requisition distributions. In previous updates, REST calls were unsuccessful if the parent requisition line for the distributions was amount-based. In this update, the REST calls perform as expected.

Bug reference: 32957619

Allow POST and PATCH of Master Items Backed by an Agreement with No List Price

If the master item doesn’t have a list price, you can’t add or update the public shopping list lines for items that are backed by a blanket purchase agreement.

With this release, we have fixed the Public shopping list lines REST resource to allow POST and PATCH methods for master items backed by an agreement with no list price.

Bug reference: 32787188

Dual Units of Measure

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

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

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

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

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

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

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

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

You can use dual units of measure to:

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

Steps to Enable

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

Offering: Procurement

Tips And Considerations

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

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

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

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

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

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

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

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

Key Resources

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

Role And Privileges

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

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

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

Purchase Items That Are Priced in Their Secondary UOM

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

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

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

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

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

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

Blanket Purchase Agreement Line Priced in the Secondary UOM

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

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

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

Receive in the UOM from the Order Line

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

Costed Transaction for Item Costed by Secondary UOM

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

Invoice in the Item's Secondary UOM

Steps to Enable

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

Offering: Procurement

Tips And Considerations

NOTE:

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

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

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

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

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

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

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

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

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

Important Considerations

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

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

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

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

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

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

• Close for Receiving uses the ordered UOM. 

• Close for Invoicing uses the pricing UOM. 

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

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

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

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

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

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

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

Reports and Supplier Communication

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

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

Role And Privileges

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

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

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

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

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

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

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

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

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

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

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

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

Steps to Enable

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

Offering: Order Management

Tips And Considerations

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

Keep these additional tips in mind:

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

Role And Privileges

• Supply Chain Operations Manager

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

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

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

Optional Setup in Procurement for Blanket Purchase Agreements

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

Blanket Purchase Agreement

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

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

Purchase Order

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

Advanced Shipment Notification

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

Cost Accounting Distributions

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

Cost Book That Uses the Secondary UOM

Cost Book That Uses the Primary UOM

You can use dual units of measure to:

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

Steps to Enable

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

Offering: Order Management

Tips And Considerations

To use dual units of measure with your drop shipments:

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

Keep these additional tips in mind:

SUPPLY CHAIN ORCHESTRATION

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

COST MANAGEMENT

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

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

Key Resources

• Features
• Sales Orders

Role And Privileges

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

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

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

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

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

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

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

Invoice Created in the Secondary UOM

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

Steps to Enable

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

Tips And Considerations

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

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

Key Resources

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