TABLE OF CONTENTS DOCUMENT HISTORY

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2 TABLE OF CONTENTS DOCUMENT HISTORY 4 UPDATE 17D 4 Revision History 4 Overview 4 Optional Uptake of New Features (Opt In) 5 Update Tasks 5 Feature Summary 6 Inventory Management 7 Manage and Distribute Shipping Documents 7 Escalate Self-Service Receiving for Items Not Received 11 Capture Serial Numbers at Pick 11 Pack into Packing Units at Pick 13 Enable Inline Electronic Records and Electronic Signatures for Inventory Management 15 Cancel Transfer Orders Automatically 18 Use Flexfields in Your Warehouse Management System or Third-Party Logistics Provider Integrations 22 Send Item Cost in Transaction Manager Web Service 23 Calculate Minimum and Maximum Inventory Replenishment Thresholds 23 Cost Management 26 Analyze Cost Rollup and Component Usage Details 26 UPDATE 17C 26 Revision History 26 Overview 27 Optional Uptake of New Features (Opt In) 27 Update Tasks 27 Release Feature Summary 27 Inventory Management 29 Distribute Shipping Documents 29 Increase Visibility with New Transactional Business Intelligence Subject Areas 30 View Item Supply and Demand 31 Mass Cancel Transfer Orders 32 Define ABC Classifications by Item Cost 34 Cost Management 35 Enter and View Dates in Legal Entity Time Zones 35 Define Standard Costs for Externally Sourced Configured Items 37 Define Standard Cost Overhead for Configure-to-Order Models 38 Align Standard Costs for Drop Ship Receipts 39 Use Sales Representative Cost Center as Source for Account Rules 41 Analyze Manufacturing and Inventory Cost Details 41 Manage Cost Processing and Period End Exceptions 42 Raise Business Event on Standard Cost Update 42 Fiscal Document Capture 44 Capture and Validate Import Fiscal Documents 44 Interface Import Fiscal Document Details to Receiving 46 Capture Return Fiscal Document 47 Capture Fiscal Document Issued by Third-Party Warehouse Provider 49 Supply Chain Financial Orchestration 51 Use Original Transfer Price for Referenced Sales Order Returns 51 2

3 Pass Supplier Site and Sales Order Type for Use by Intercompany Receivables Invoice Processing 52 Use Source Order Attributes When Calculating a Transfer Price 53 Enable External Applications to Retrieve a Transfer Price for a Sales Order Shipping Flow 54 Streamline Organization Setups Along the Financial Route 55 Validations in Financial Orchestration Flow (Brazil Organizations only) 57 UPDATE 17B 58 Revision History 58 Overview 58 Optional Uptake of New Features (Opt In) 58 Update Tasks 59 Release Feature Summary 59 User Interface Enhancements 60 Analytic-Driven Infolets on the Home Page and Work Area Landing Pages 61 Inventory Management 62 Quickly Assess Key Metrics and Exceptions 63 Inventory Work Area Landing Page 63 Additional Inventory Management Enhancements 65 Accept, Fulfill, and Support Tracking of Optimized Transportation Shipments 65 Screen and Validate Customer Shipments for Export Trade Compliance 67 Request Internal Material Transfers 69 Selectively Inspect Material and Collect Inspection Results with Quality Inspection Plans 72 Reconcile Inventory Balances From External Warehouse Management Systems or Logistics Service Providers 74 Integrate and Enrich Your Materials Management Processes 75 Cost Management 77 Cost Manufacturing Work Orders 77 Transform Work Orders 77 Rework Work Orders 79 Quickly Assess Key Metrics and Exceptions 79 Receipt Accounting Work Area Landing Page 79 Cost Accounting Work Area Landing Page 80 Fiscal Document Capture Work Area Landing Page (Brazil Organizations Only) 81 Additional Cost Management Enhancements 83 Include Outside Processing Services in Your Work Order Costs 83 Expanded Support for Internal Material Transfers 84 Analyze and Report Manufacturing and Landed Costs 87 Share Product Costs Across Applications in the Cloud 87 Support Regulatory Accounting in France 88 Manage Inbound Fiscal Documents (Brazil Organizations Only) 89 Use Localized Attributes for Brazil Organizations 90 Capture of Fiscal Documents 90 Validate Fiscal Documents 92 Validate Fiscal Documents Prior to Delivery 93 Validate Receipts 94 Request Complementary Fiscal Documents 94 Interface Fiscal Document Information 95 Generate Freight Fiscal Documents 96 Supply Chain Financial Orchestration 97 Use Interactive Infolets in the Financial Orchestration Work Area Landing Page 97 Select and Access Favorite Financial Orchestration Flows 98 Appendix A: Function Security Privileges and Aggregate Privileges 99 3

4 DOCUMENT HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Update Version Notes 20 OCT 2017 Update 17D New features delivered in update 17D. 09 OCT 2017 Update 17C Revised update 17C. 21 APR 2017 Update 17B New features delivered in update 17B. UPDATE 17D REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature 20 OCT 2017 Notes 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 in this guide 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 you have created custom job roles, then you can use this information to add new privileges to those roles as needed. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. 4

5 OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by opting in to the feature when you re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area. To opt in using the New Features work area: Click the Navigator, and then click New Features (under the My Enterprise heading). On the New Features page, select the offering that includes new features you d like to review. Click Opt In for any feature that you want to opt in to. On the Edit Features page, select the Enable option for the feature, and then click Done. To opt in using the Setup and Maintenance work area: Click the Navigator, and then click Setup and Maintenance. On the Setup page, select your offering, and then click Change Feature Opt In. On the Opt In page, click the Edit Features icon. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 5. Click Done. UPDATE TASKS This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don t forget to check back and get the latest information before your update starts. 5

6 FEATURE SUMMARY Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Plus Enable via Additional Opt In UI Only Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Inventory Management Manage and Distribute Shipping Documents Escalate Self-Service Receiving for Items Not Received Capture Serial Numbers at Pick Pack into Packing Units at Pick Enable Inline Electronic Records and Electronic Signatures for Inventory Management Cancel Transfer Orders Automatically Use Flexfields in Your Warehouse Management System or Third-Party Logistics Provider Integrations Send Item Cost in Transaction Manager Web Service Calculate Minimum and Maximum Inventory Replenishment Thresholds Cost Management Analyze Cost Rollup and Component Usage Details 6

7 INVENTORY MANAGEMENT MANAGE AND DISTRIBUTE SHIPPING DOCUMENTS In the complex world of global trade, many countries require specific approved document formats and specific document processing protocol to ensure shipping documents are not fraudulent. There are a variety of requirements around sales invoices, shipping documents, auditing requirements, and reporting. The term Shipping Documents is used to describe a complex process involving multiple applications and multiple fulfillment scenarios that result in the generation of a series of shipping documents. It includes the distribution of those documents by multiple mechanisms to a variety of trading partners, the documents required to accompany a shipment, and the documents to be filed with various fiscal agencies. As a Warehouse Manager or Shipping Manager, you can define sets of shipping documents, called Shipping Document Sets, and use them to generate shipping documents at pick release or shipping confirmation. By creating Shipping Document Sets you can: Automate the generation of shipping paperwork as early as pick release or as late as shipping confirmation Improve productivity and accuracy by using rules to allow the system to determine which documents to generate Improve operational efficiency by having the system determine the shipping document format and delivery mechanism To manage and distribute shipping documents in Inventory Management Cloud, perform the following setup activities: Define the Shipping Document Set as Job Set. Define Shipping Document Job Set Business Rules using Oracle Visual Information Builder to create simple or complex rules. Define shipping document delivery preferences to send documents to a printer, , or fax. Once this setup is complete, the documents are automatically generated when transactions are released for picking or ship confirmed. DEFINE THE SHIPPING DOCUMENT SET AS A JOB SET Create a job set to group your shipping documents and define which shipping documents should be generated together. Use the Manage Custom Enterprise Scheduler Jobs for Financial and Supply Chain Management and Related Applications page to create and manage your shipping document job sets. You can define a group of standard or user-defined shipping reports as document sets. The Shipping Document Sets can be: User-defined documents and job sets for any business scenarios Used to generate documents at pick release and shipment confirmation Defined with Oracle Business Rules in Oracle Visual Information Builder DEFINE SHIPPING DOCUMENT JOB SET BUSINESS RULES Use the Manage Shipping Documents Job Set Rules page to set up the rules to use to determine which shipping documents are generated. This page leverages Oracle Visual Information Builder, which lets you create simple or complex business rules using intuitive visuals to build if-do or if-then-else-do rules. These rules can be simple or complex nested decision trees. 7

8 Create shipping document job set rules using any of the following shipment attributes: Ship-to Organization Ship-from Organization Customer Customer Site Customer Country Supplier Supplier Site Order Type Carrier Shipping Method DEFINE SHIPPING DOCUMENT DELIVERY PREFERENCES Automate the delivery of the shipping documents by setting output preferences and the delivery mechanism for the documents. Use the Manage Shipping Document Output Preferences to: Define shipping document output preference such as , fax, and printer Define output preferences based on user, job role, organization, and subinventory Attach shipping documents to a shipment as attachments Define output preferences either at the job set level or at the job level. Some job level preferences like format and layout will default from the Oracle Business Intelligence Publisher server. INTEGRATION ENABLED Automate the shipping paperwork trail and fetch shipping documents from the Inventory Management Cloud and send them to third-party systems. Leverage Oracle Integration Cloud Service (ICS) to get shipping documents associated with a shipment and integrate to a third-party system to send them. Use the Shipping Advice web service to get shipping documents for any shipment and send them to another system. If the document job set was run for the shipment and the documents are associated with a shipment, you can fetch documents for: Any status for a single shipment A range of shipments A range of shipment dates Shipping Document Sets help you improve your operational efficiency and productivity by providing the tools to automate the generation and distribution of shipping documents. The Manage and Distribute Shipping Documents opt-in feature is introduced in the Shipping functional area in the Manufacturing and Supply Chain Materials Management offering in the Setup and Maintenance work area. To enable the Manage and Distribute Shipping Documents feature: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click Change Feature Opt In. 3. On the Opt In: Manufacturing and Supply Chain Materials Management page, click Features for Shipping. 4. On the Edit Features: Shipping page, select Enable for the Manage and Distribute Shipping Documents feature. 5. 8

9 5. Click Done. Once you enable the opt-in, the Manage Shipping Document Job Set Rules and the Manage Shipping Document Output Preferences tasks become available in the Shipping work area. MANAGE SHIPPING DOCUMENT JOB SET RULES Manage Shipping Document Job Set Rules To create a shipping document job set rule: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the Shipping functional area. 3. Select the Manage Shipping Document Job Set Rules task. 4. Click Create New Rule to set up the shipping document job set rule based on the seeded shipment attributes. 5. Click Save or Save and Close to save the job set rule. 9

10 MANAGE SHIPPING DOCUMENT OUTPUT PREFERENCES Manage Shipping Document Output Preferences To define shipping document output preferences: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the Shipping functional area. 3. Select the Manage Shipping Document Output Preferences task to define shipping document output preferences ( , fax and printer preferences) to use the functionality to distribute shipping documents. 4. Click Done to save the output preferences. TIPS AND CONSIDERATIONS You can automate the generation of shipping documents based on the rules configuration. You can automate the delivery of the shipping documents by setting output preferences and the delivery mechanism ( , fax, printer) for the documents. You can attach shipping documents to the shipment based on a set up. You can review the document job set to be applied on a shipment on the Manage Shipments page. You can automate and fetch shipping documents from Oracle Inventory Management Cloud and send them to third-party systems by using Oracle Integration Cloud Service (ICS). Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. 10

11 ESCALATE SELF-SERVICE RECEIVING FOR ITEMS NOT RECEIVED Self-service requesters in your organization sometimes do not receive orders or receive only partial orders from suppliers for a variety of reasons. Some situations do not require buyers to get involved. To help you and your company work more efficiently and to better utilize the time of your buyers, there is a new mechanism to determine when an action should be taken and when the buyers should get involved. Use Oracle Action Framework to give self-service requesters and buyers the ability to define flexible rules for escalations when they do not receive the goods. With these capabilities, self-service requesters can better articulate when the buyers need to get involved if they do not receive the goods or if they do not receive the goods in full. You must enable the Escalate Self-Service Receiving for Items Not Received feature to use the functionality. This feature is enabled by selecting the Enable checkbox in the Setup and Maintenance work area. Enable Feature: Escalate Self-Service Receiving for Items Not Received To enable the Escalate Self-Service Receiving for Items Not Received feature: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click Change Feature Opt In. 3. On the Opt In: Manufacturing and Supply Chain Materials Management page, click Features for Receiving. 4. On the Edit Features: Receiving page, select Enable for the Escalate Self-Service Receiving for Items Not Received feature. 5. Click Done. TIPS AND CONSIDERATIONS The notifications are available in the BPM Worklist. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. CAPTURE SERIAL NUMBERS AT PICK Simplify your material handling in the warehouse for serialized goods and delay identification of serial numbers until the last possible point in your materials management lifecycle. 11

12 Picking is added to the existing Oracle Inventory Management Cloud options of full serial tracking or tracking at issue. This helps you become more efficient and facilitates your process of packing serialized materials into containers prior to staging those packages for shipment. You can streamline the pick, pack, and ship process and save time and money. This feature enables you to enter serial numbers further upstream in the fulfillment process, providing the ability to capture serial numbers at the time of picking. Since serial numbers are entered at pick confirmation, the Shipping Agent does not need to scan or enter serial numbers during the ship confirm process. This alleviates work on shipping personnel and results in the efficient processing of outbound shipments. Serial number tracking and visibility is improved by providing a new entry point in the fulfillment process flow. You can view inventory transactions and the associated serial numbers. For example, you can navigate to the Review Completed Transactions page and view serial numbers entered for inventory transactions such as sales order pick or movement request issue. To support this feature, the existing user interfaces and web services have been enhanced. The Confirm Pick Slips, Manage Shipment Lines, and Review Completed Transactions pages have been enhanced to support serial number entry at pick. The SOAP and REST-based web services have been expanded to support serial number entry at pick. Capture Serial Numbers at Pick Process Flow To enable the Capture Serial Number at Pick feature, the serial generation method for the item must be set to Entry at inventory pick in Oracle Product Information Management Cloud. 12

13 Serial Generation Method: Entry at Inventory Pick Do the following steps to enable serial generation method Entry at inventory pick for the item: In the Product Information Management work area, select the Manage Items task. On the Manage Items page, enter your item and click Search. Select your item and click Item. In the Specifications tab, click Inventory. In the Serial region, select Entry at inventory pick for Generation. Click Save. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. PACK INTO PACKING UNITS AT PICK You can pick material directly into shipping containers instead of waiting until the shipping process. This can reduce your packing and shipping tasks for each shipment and help increase your order fulfillment rate. You can also generate shipping documents such as the packing slip and shipping label for the container as it arrives at the shipment staging location. You can specify the packing unit while confirming the material picked on the Confirm Pick Slip page. 13

14 Confirm Pick Slip: Enter Packing Unit It reduces the process from three steps to two steps and increases the speed of the shipping function. Reduced Steps You must enable the Pack into Packing Units at Pick feature in Manufacturing and Supply Chain Materials Management offering to use this feature in Inventory Management. The feature is enabled by selecting the Enable checkbox in the Setup and Maintenance work area. 14

15 Feature: Pack into Packing Units at Pick To enable the Pack into Packing Units at Pick feature: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click Change Feature Opt In. 3. On the Opt In: Manufacturing and Supply Chain Materials Management page, click Features for Inventory Management. 4. On the Edit Features: Inventory Management page, select Enable for the Pack into Packing Units at Pick feature. 5. Click Done. TIPS AND CONSIDERATIONS Relaxes the need to set up packing configurations. All the existing validations and warnings for capacity will not be available for packing units created using this feature. If the lines are already packed, they will be unpacked before packing into the packing unit created using this feature. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. ENABLE INLINE ELECTRONIC RECORDS AND ELECTRONIC SIGNATURES FOR INVENTORY MANAGEMENT Companies in regulated industries must keep detailed records of all information pertaining to the manufacture of their products including quality in accordance with the United States Food and Drug Administration (FDA) regulation on electronic records and signatures called 21 Code of Federal Regulations (CFR) Part 11. Oracle ESignatures and E-Records Cloud is a configurable framework for securely capturing, storing, retrieving, and printing electronic records and signatures. You can enforce the capture of an inline electronic signature immediately upon creation and update of inventory transactions. You can sign off on a miscellaneous transaction, put away, receipt, receiving transaction correction, and ship confirm and maintain your electronic records to comply with the regulatory requirements. 15

16 Capture E-Signature An electronic signature represents a computer data compilation of any symbol or series of symbols executed, adopted, or authorized by an individual to be the legally binding equivalent of the individual's handwritten signature. Electronic signatures can be enforced for the following inventory-related transactions: Miscellaneous Inventory Transactions Receipt Put Away Direct Receipts Receipt Corrections, and Shipment Confirmation Electronic signatures are captured by way of user ID and password to keep detailed records of inventory and product manufacturing processes. Once you enable electronic signatures for inventory transactions, the inline electronic signature capture process is initiated when the transaction is submitted. Electronic records are generated and the electronic signatures are captured before the transaction is saved. Notifications are sent to approvers. Depending upon the outcome of the approval, the inventory transaction is either saved or rolled back. You must enable the Capture Electronic Records and Electronic Signatures for SCM Transactions feature must be enabled to use Enable Inline Electronic Records and Electronic Signatures for Inventory Management. The feature is enabled by selecting the Enable checkbox in the Setup and Maintenance work area. 16

17 Feature: Capture Electronic Records and Electronic Signatures forscm Transactions To enable the Capture Electronic Records and Electronic Signatures for SCM Transactions feature: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click Change Feature Opt In. 3. On the Opt In: Manufacturing and Supply Chain Materials Management page, click Features for Customers (or Facilities or Suppliers). 4. On the Edit Features page, select Enable for the Capture Electronic Records and Electronic Signatures for SCM Transactions feature. 5. Click Done. The buyer can receive notifications related to the purchase order through their Business Process Management (BPM) Worklist. The following new parameters are introduced on the Configure E-Signature Preferences page to enable signature by organization and by transaction: Miscellaneous Transaction: Used to enable in-line signatures for miscellaneous transactions. Put Away: Used to enable in-line signatures for put away receipts. Receipt: Used to enable in-line signatures for receipts with direct receipts. Receiving Transaction Correction: Used to enable in-line signatures for correct receipts with direct receipts or put away (for example, only deliver transaction type). Ship Confirm: Used to enable in-line signatures for ship confirms. Configure E-Signature Preferences 17

18 Do the following steps enable this feature: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the Customers (or Facilities or Suppliers) functional area and then click the Configure Electronic Signature Preferences task. 3. On the Configuration E-Signature Preferences page, click Add icon. 4. On the Select and Add Organization dialog box, select an organization and click OK. 5. On the Configuration E-Signature Preferences page, select the following: Miscellaneous Transactions Put Away Receipt Receiving Transaction Correction Ship Confirm 6. Click Save and Close. TIPS AND CONSIDERATIONS You can capture e-signatures for a specific transaction only when the setup parameters are enabled. You can retrieve e-signatures created for a transaction by creating a user search. Based on the esignatures ID field, you can search on the View Receiving Transactions, Manage all Lines, Review Completed Transactions, Completed Transaction Details, Manage Shipments, and Edit Shipment pages. The electronic records created are stored in a secured document repository and cannot be modified or deleted. You can search the electronic records based on the transactional information displayed in the electronic record heading in order to retrieve and print an electronic record. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. ROLE INFORMATION The Add Electronic Signatures (EDR_ADD_ESIGNATURES_TRANSACTIONS_PRIV) privilege has been added to the Receiving, Inventory, and Shipping job roles to allow users to capture e-signatures. CANCEL TRANSFER ORDERS AUTOMATICALLY You may have various mechanisms in place to replenish your stock such as: Supply planning Min-max replenishment PAR replenishment processing When replenishment requires a transfer order and there is not enough quantity on hand to fulfill the request, a shortage occurs, and the result is a backorder for either the full requested amount (when the quantity on hand is zero) or for part of the requested amount. In these situations the remaining quantity not fulfilled will either be fulfilled in the next planning or replenishment cycle, or perhaps fulfilled when the request is expedited and fulfilled from another source or supply. In some situations, you may not want to manage transfer order backorders, or you may want to create a consolidated request based on an up-to-date supply and demand picture thereby reducing the number of requests on the warehouse. 18

19 The ability to automatically cancel a transfer order backorder is also known as fill or kill. Meaning, you fill the requested amount with what you have on-hand and cancel the remainder of the request. When using this feature the system will automatically cancel the quantity that cannot be filled on a transfer order at pick release time, when confirming pick slips and when confirming shipments. For example, if the pick wave action is initiated against a transfer order with an order quantity of 100 and only 95 are available, then the remaining five will be automatically canceled. If the full 100 was released but only 95 was picked, then the five that were not picked would be canceled when recording the pick confirm results. Likewise, if the full 100 was released and pick confirmed but at shipping time only 95 were ship confirmed, then the remaining five would be canceled. The decision to cancel the remaining quantity on a transfer order is determined based on a hierarchy of options setup at three different levels: Destination subinventory level: Allows the cancelation of unfilled quantities on transfer orders that are being delivered to a specific destination subinventory. For example, where the subinventory is mapped as a par location or a store location. In this case, backorders are not managed since the next min-max replenishment cycle running at the subinventory level will just reorder any shortages left due to the remaining quantity being canceled on the previous transfer order request. This option is set at the destination subinventory level using the Manage Subinventories and Locators task. Interorganization parameters level: Allows the cancelation of unfilled quantities on transfer orders between a specific source and destination organization. This option is set using the Manage Interorganization Parameters task. Inventory organization level: Allows the cancelation of remaining quantities on all transfer orders that are not cancelled based on the option set at either the subinventory or Interorganization parameters levels. This option is set using the Manage Inventory Organizations task. At the destination subinventory level, there is a new Cancel Backorders option that determines whether the cancel decision is made at this level for transfer orders that are being delivered to a specific destination subinventory. This option is set in the Manage Subinventories and Locators task and has the following three values: Cancel remaining quantities Do not cancel remaining quantities Use next level in hierarchy: The next level in the rule hierarchy would be the inventory organization level for intraorganization transfer orders. For interorganization transfer orders the next level in the hierarchy would be the interorganization parameters level. The default value for this option is Use next level in hierarchy, so no entry is required at this level if the destination subinventory will not be a determining factor in canceling remaining quantities on transfer orders. 19

20 MANAGE SUBINVENTORIES AND LOCATORS Do the following steps to enable the destination subinventory level option for canceling the remaining quantity on transfer orders: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the I nventory Management functional area, and then click the Manage Subinventories and Locators task. 3. When using the Create or Edit actions to create or update a subinventory, set the Cancel Backorders option in the Source section to the desired setting. 4. Click Save and Close. At the interorganization parameters level, there is also a new Cancel Backorders option that determines whether the cancel decision is made at this level for interorganization transfer orders where the option was not applied at the subinventory level. This option is set in the Manage Interorganization Parameters task and has the following values: Cancel remaining quantities Do not cancel remaining quantities Default to source inventory organization level The default value at this level is Default to source inventory organization level, so no entry is required at this level if the source and destination inventory organization will not be the determining factor in the decision to cancel remaining quantities on transfer orders. 20

21 MANAGE INTERORGANIZATION PARAMETERS Do the following steps to enable the option for canceling the remaining quantity on interorganization transfer orders: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the Inventory Management functional area, and then click the Manage Interorganization Parameters task. 3. When using the Create or Edit actions on an interorganzation parameters line, set the Cancel Backorder option to the desired setting. NOTE: There is an option in the Inventory Destination header as well as the Expense Destination header that allows for application of the rule at this level differently for inventory destination transfer orders versus expense destination transfer orders. 4. Click OK. At the source inventory organization level, there is a new Automatically cancel transfer order backorders option that determines the cancel decision in cases where the lower levels in the hierarchy have defaulted up to the inventory organization level. This option is set in the Manage Inventory Organization Parameters task. When selected, the value is set to Yes, and when not checked, it is set to No. The default value is unchecked. 21

22 MANAGE INVENTORY ORGANIZATIONS Do the following steps to enable the organization level option for canceling the remaining quantity on transfer orders: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the Facilities functional area, and then click the Manage Inventory Organizations task. 3. Enter the organization in the search area and click Search. 4. In the search results, select the organization line and click Manage Organization Parameters. 5. In the General tab, select Automatically cancel transfer order backorders. 6. Click Save. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. USE FLEXFIELDS IN YOUR WAREHOUSE MANAGEMENT SYSTEM OR THIRD-PARTY LOGISTICS PROVIDER INTEGRATIONS When you need to extend the integrations for your warehouse management system or third party logistics provider (3PL), Oracle Inventory Management Cloud has added descriptive flexfields to the existing web services to give you more flexibility. With this feature you would be able to use flexfields: At the lot and serial number levels on receipt advices. At the line level on outbound shipment requests. At the serial number level on shipment confirmations when the item is configured as serial at sales order issue. 22

23 No steps are required to enable this feature. TIPS AND CONSIDERATIONS The descriptive flexfields supported by this feature are available on the shipment lines in Oracle Shipping Execution. Users are recommended to use the Receiving Open Interface and Process Staged Receiving Transactions Group SOAP services to use these descriptive flexfields. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. SEND ITEM COST IN TRANSACTION MANAGER WEB SERVICE When you use the transaction manager web service for miscellaneous transactions, you can send the unit cost for an item. No steps are required to enable this feature. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. CALCULATE MINIMUM AND MAXIMUM INVENTORY REPLENISHMENT THRESHOLDS Minimum and maximum inventory thresholds and reordering policies can help ensure the availability of regularly stocked materials. However, maintaining them manually is time consuming, and manual updates are often slow to respond to major changes in demand. This release enhances Oracle Inventory Management Cloud s min-max replenishment planning capability to support mean demand-based safety stock and replenishment ordering. It automates the maintenance of thresholds and improves customer service levels by dynamically updating the amount of inventory to keep on-hand. It also reduces costs by calculating the economic order quantity for replenishment when appropriate. You can do the following: Define reusable replenishment profiles that set the lead time and historical horizon used to compute the average daily demand, desired safety stock days of cover, maximum days of cover, fixed order quantity, fixed cost per order, annual carrying cost percentage and standard item cost to be used in replenishment policy parameter calculations. Reduce maintenance effort by using item classifications to associate replenishment profiles to groups of items (or item categories) with similar characteristics. Compute average daily demand, safety stock (specified as days of cover), the economic order quantity (EOQ), minimum and maximum quantity replenishment policy parameters on-demand, or by using a scheduled process. Override values for minimum and maximum quantity for manually maintained items at the organization or sub-inventory level. 23

24 Generate replenishment orders according to your configured min-max replenishment policies on-demand or by using a scheduled process. Define classifications under a default classification group: In a classification you associate categories that have similar item attributes. For example, you can create a classification for item cost, such as High Cost or Low Cost. Use the Manage Min-Max Planning Classification Groups task to create classifications and associate categories to each classification. Define policy profiles: A policy profile is a place holder for the input policy parameters. Based on the policy parameters, the minimum quantity and maximum quantity are calculated. Use the Manage MinMax Planning Policy Profiles task to define a policy profile. 24

25 Assign policy profiles to classifications: Policy profiles can be assigned at classification, organization, and subinventory levels. Use the Manage Min-Max Planning Policy Profile Assignments task to assign policy profiles to classifications. Run the Calculate Min-Max Planning Policy Parameters process: Run the Calculate Min-Max Planning Policy Parameters process to calculate the replenishment minimum and maximum quantities. TIPS AND CONSIDERATIONS Items need to be classified into different classifications depending on the requirement of similar input policy parameters. Standard cost of the items need to be calculated if you would like to use Economic Order Quantity for calculating maximum quantity. Ensure you have sufficient inventory transactions history to compute average daily demand. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center. ROLE INFORMATION Access to this feature is available through the following shipped job roles: Warehouse Manager Inventory Manager 25

26 COST MANAGEMENT ANALYZE COST ROLLUP AND COMPONENT USAGE DETAILS You perform ad-hoc cost planning, execution reporting, and analysis for cost accountants and business users by using the Oracle Transactional Business Intelligence subject areas for Oracle Cost Management Cloud. This reporting covers cost information related to standard costing of items, costing of inventory and manufacturing transactions, supplier accruals, gross margins, and cost processing exceptions. The timely and accurate reporting of an enterprise s financial results is contingent on an efficient and effective close of accounting periods for organizations throughout the enterprise. The ability to quickly identify and correct cost-processing exceptions on a daily basis ensures that all inventory and manufacturing transactions are duly processed and accounted within the desired accounting period. In this release, you can generate spreadsheet extracts and build reports according to your business needs in the following new Oracle Transactional Business Intelligence subject areas: Cost Rollup Details: You can generate lists and reports that show material, resource, and overhead costs for the sub-assemblies defined in your work definitions: You can generate indented work definition reports for a cost scenario that show the rolled up standard cost of a parent item and its sub-assemblies and components in each level of the work definition. You can compare the costs of cost rollups performed in different cost scenarios. This is useful when you need to evaluate the financial impacts of updates to your current frozen standard costs. View the details of exceptions and errors encountered during the cost rollup process. This information reduces the time required to analyze and correct the cost rollup processing exceptions. View item cost details for configured items. Where Used Details: You can generate lists and reports that show the sub-assemblies and components where a specified item is used. No steps are required to enable this feature. UPDATE 17C REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature Notes 09 OCT 2017 Analyze Manufacturing and Inventory Cost Details Updated document. Revised Action Required information.. 01 SEP 2017 Created initial document. 26

27 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 & NEW FEATURES If your system has modified security structures, you may need to advise your security administrator of new features you would like to take advantage of. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The New Features UI is available to you from your cloud homepage, where you can make your choices and do any configuration necessary. UPDATE TASKS This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don t forget to check back and get the latest information before your update starts. RELEASE FEATURE SUMMARY Action Required to Enable Feature Feature Automatically Available End User Administrator Action Action Required Required Oracle Service Request Required 27

28 Inventory Management Distribute Shipping Documents Increase Visibility with New Transactional Business Intelligence Subject Areas View Item Supply and Demand Mass Cancel Transfer Orders Define ABC Classifications by Item Cost Cost Management Enter and View Dates in Legal Entity Time Zones Define Standard Costs for Externally Sourced Configured Items Define Standard Cost Overhead for Configure-toOrder Models Align Standard Costs for Drop Ship Receipts Use Sales Representative Cost Center as Source for Account Rules Analyze Manufacturing and Inventory Cost Details Manage Cost Processing and Period End Exceptions Raise Business Event on Standard Cost Update Fiscal Document Capture Capture and Validate Import Fiscal Documents Interface Import Fiscal Document Details to Receiving Capture Return Fiscal Document Capture Fiscal Document Issued by Third-Party Warehouse Provider Supply Chain Financial Orchestration Use Original Transfer Price for Referenced Sales Order Returns Pass Supplier Site and Sales Order Type for Use by Intercompany Receivables Invoice Processing Use Source Order Attributes When Calculating a Transfer Price Enable External Applications to Retrieve a Transfer Price for a Sales Order Shipping Flow Streamline Organization Setups Along the Financial Route Validations in Financial Orchestration Flow (Brazil Organizations only) 28

29 INVENTORY MANAGEMENT DISTRIBUTE SHIPPING DOCUMENTS Shipping documents are required to accompany all types of shipments in a variety of fulfillment scenarios from shipments originating from a warehouse to those being managed by trading partners. In previous releases, you could generate shipping documents for your warehouse shipments using Oracle Business Intelligence Publisher. In this release, you can generate shipping documents for other kinds of shipments, such as: Drop shipments: Send shipping documents to your customer for orders that ship directly from your supplier to your customer.you can also generate Advanced Shipment Notifications (ASN) for drop shipped orders to notify your customer of upcoming shipments coming directly from your supplier. Returned goods: Send shipping documents to your customer or carrier to accompany goods to be returned. To support the distribution of shipping documents to trading parties such as carriers, customers, and suppliers, shipping documents can be attached to the shipment and then made available using the Shipment Advice web service. In the complex world of global trade, many countries require specific approved document formats and specific document processing protocol to ensure shipping documents are not fraudulent. There are a variety of requirements around sales invoices, shipping documents, auditing requirements, and reporting. The following new parameters are introduced on the Manage Receiving Parameters page: Print shipping documents for drop ship orders Print shipping documents for return material authorizations Manage Receiving Parameters The Print shipping documents for drop ship orders parameter is used to generate shipping documents for drop ship order. Similarly, the Print shipping documents for return material authorizations parameter is used to generate the shipping paperwork for customer returns. 29

30 The following steps enable this feature: 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup: Manufacturing and Supply Chain Materials Management page, click the Receiving functional area, and then click the Manage Receiving Parameters task. 3. On the Select Organization dialog box, select an organization and click OK. 4. On the Manage Receiving Parameters page, select the following: Print shipping documents for drop ship orders Print shipping documents for return material authorizations 5. Click Save and Close. TIPS AND CONSIDERATIONS You can generate Packing Slip, Bill of Lading, and Commercial Invoice for a drop ship, or customer return orders only when the setup parameters are enabled. You can retrieve shipments created for drop ship and customer return orders by creating a user search. Based on the order type and creation date fields, you can search on the Manage Shipments and Manage Shipment Lines page. You must manually attach the shipping documents and files on the shipment, which is communicated as a Shipment Advice on shipment close. You must perform the integration mappings in Oracle Integration Cloud Service during implementation to accept documents and files attachments in the Oracle Transportation Management Cloud Service or Oracle Global Trade Management application. Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center. INCREASE VISIBILITY WITH NEW TRANSACTIONAL BUSINESS INTELLIGENCE SUBJECT AREAS You can increase your visibility into your Inventory locations and receiving areas with improvements in the Oracle Fusion Transactional Business Intelligence (OTBI) subject areas and enhancements in the key performance indicators and data elements. OTBI is a user-friendly, robust business intelligence toolset used for real-time reporting of your business transactions. In this release, there are several enhancements to the inventory subject area in OTBI, and there is a new OTBI subject area for cycle counting, which includes key performance indicators for cycle count accuracy. In the Receiving subject area in OTBI, the following new elements are included: Notes to receiving agents Buyer Supplier Purchase order scheduled quantity 30

31 There are new OTBI Subject areas and attributes for: Cycle Counts ABC classification assignments ABC classification and item value analysis No steps are required to enable this feature. Oracle Supply Chain Management Cloud: Creating and Administering Analytics and Reports guide, available on the Oracle Help Center. VIEW ITEM SUPPLY AND DEMAND When you have a product shortage, need to expedite an order, or just need to phase out a product, you need a quick summary of on-hand quantity, incoming supply, and out-going demand of select products. In this release, the Review Item Supply and Demand page gives you a time-phased view of on-hand quantity as well as details on all types of demand and supply to quickly assess the situation and take action. You can use the Review Item Supply and Demand page to look into product details using various search criteria such as organization, item, cutoff date, and the types of quantities to include. You can also export the details to a spreadsheet for offline review. Review Item Supply and Demand Search Results No steps are required to enable this feature. 31