TABLE OF CONTENTS DOCUMENT HISTORY

Transcription

1

2 TABLE OF CONTENTS DOCUMENT HISTORY 4 UPDATE 18B 4 Revision History 4 Overview 4 Optional Uptake of New Features (Opt In) 5 Feature Summary 6 Inventory Management 8 Use Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System 8 View Multiple Units of Measure in Inquiries and Transactions 11 Forward Inbound Advance Shipment Notifications to External Execution Systems 12 Capture Multiple Serial Numbers Quickly and Easily on Inventory Transactions 13 Use Descriptive Flexfields with Transfer Orders 14 Use Time Zone Processing Improvements 15 Perform a Quick Shipment by Skipping Pick Release and Pick Confirmation 16 Set the Default Restock Parameter to View the Min-Max Planning Report 18 View and Search for Items Using Cross-Referenced Identifiers 18 Indicate Type of External System Controlling Your Inventory Organization 20 Integrate and Extend Inventory Management Using REST Services 21 View Inventory Transfer Orders Using a REST Service 22 Manage Workday Patterns Using a REST Service 22 Manage Shifts Using a REST Service 22 Manage Schedule Exceptions Using a REST Service 23 Manage Schedules Using a REST Service 24 Supply Chain Financial Orchestration 24 Analyze Global Supply Chain Financial Orchestration Using OTBI 24 Create and Execute Supply Chain Financial Flows for Non-Shippable Sales Order Lines 26 Get Financial Orchestration Transfer Prices Using a REST Service 27 Cost Management 29 Create Enhanced Reporting in the Item Cost Subject Area 29 Create Enhanced Reporting in the Cost of Goods Sold and Gross Margin Subject Area 30 Create Enhanced Reporting in the Cost Accounting Period Close Subject Area 30 Perform Multiple Simultaneous Standard Cost Rollups 31 Create Multiple Standard Cost Scenarios with the Same Effective Date 31 Integrate and Extend Cost Management Using REST Services 32 Retrieve Receipt Transaction Costs Using a REST Service 32 Manage Cost Accounting Overhead Rules Using a REST Service 32 Create Receipt and Layer Cost Adjustments Using a REST Service 33 UPDATE 18A 33 Revision History 34 Overview 34 Optional Uptake of New Features (Opt In) 34 Feature Summary 36 Create Material Reservations Using the Reservations REST Service 37 Use Distribution Advice for Shipping and Receiving 38 Use File-Based Data Import for Cost Data 39 Import and Export Flexfield Attributes Using Spreadsheets 40 Purge the Receiving Interface Tables 40 2

3 Use Cycle Count Improvements 41 Simplify Error Corrections Within Your Third-Party Logistics or Warehouse Management System Integration 41 Search by Item Catalog Name When Defining Lot and Serial Attributes 42 Import Product Genealogy Data for Initial Data Upload 42 Fiscal Document Capture 44 View Analytical Reports for Fiscal Document Capture for Brazil 44 Capture Inclusive Taxes in Fiscal Documents for Brazil 45 Cost Management 46 Copy Cost Accounting Period Details from General Ledger 46 Inventory Management 47 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 APR 2018 Update 18B Delivered new features in update 18B. 19 JAN 2018 Update 18A Delivered new features in update 18A. UPDATE 18B 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 APR 2018 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 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. CUSTOMERS UPGRADING FROM RELEASE 12 If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13. 4

5 GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at 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 Go to 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. 5

6 FEATURE SUMMARY Action Required to Enable Feature Feature None (Automatically Available) Enable via Enable via Opt In UI Opt In UI Only Plus Additional Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Inventory Management Use Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System View Multiple Units of Measure in Inquiries and Transactions Forward Inbound Advance Shipment Notifications to External Execution Systems Capture Multiple Serial Numbers Quickly and Easily on Inventory Transactions Use Descriptive Flexfields with Transfer Orders Use Time Zone Processing Improvements Perform a Quick Shipment by Skipping Pick Release and Pick Confirmation Set the Default Restock Parameter to View the Min-Max Planning Report View and Search for Items Using Cross-Referenced Identifiers Indicate Type of External System Controlling Your Inventory Organization Integrate and Extend Inventory Management Using REST Services View Inventory Transfer Orders Using a REST Service Manage Workday Patterns Using a REST Service Manage Shifts Using a REST Service Manage Schedule Exceptions Using a REST Service Manage Schedules Using a REST Service Supply Chain Financial Orchestration Analyze Global Supply Chain Financial Orchestration Using OTBI 6

7 Action Required to Enable Feature Feature None (Automatically Available) Enable via Enable via Opt In UI Opt In UI Only Plus Additional Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Create and Execute Supply Chain Financial Flows for NonShippable Sales Order Lines Get Financial Orchestration Transfer Prices Using a REST Service Cost Management Create Enhanced Reporting in the Item Cost Subject Area Create Enhanced Reporting in the Cost of Goods Sold and Gross Margin Subject Area Create Enhanced Reporting in the Cost Accounting Period Close Subject Area Perform Multiple Simultaneous Standard Cost Rollups Create Multiple Standard Cost Scenarios with the Same Effective Date Integrate and Extend Cost Management Using REST Services Retrieve Receipt Transaction Costs Using a REST Service Manage Cost Accounting Overhead Rules Using a REST Service Create Receipt and Layer Cost Adjustments Using a REST Service 7

8 INVENTORY MANAGEMENT USE INFOLETS TO VIEW UNPROCESSED TRANSACTIONS WITH THIRD-PARTY LOGISTICS OR WAREHOUSE MANAGEMENT SYSTEM Keep track of your external warehouse or third-party logistics processing at a glance. When you integrate Inventory Management Cloud with a Warehouse Management System (WMS), Third-Party Logistics Provider (3PL), or contract manufacturer, use the provided infolets to view at a glance any pending or erroneous transactions that need to be processed or corrected and reprocessed. You can integrate Oracle Inventory Management Cloud with a WMS, 3PL, or contract manufacturer. On the Inventory organization definition, set the integrated external system type to indicate the integration. When there is no WMS, 3PL, or contract manufacturer integration, you can still use the infolets if you have other integrations. Transactions such as receipt advices and miscellaneous inventory transactions can be viewed in the infolets. The following infolets are available on the Inventory Management landing page: Shipments and Receipts Inventory Transactions Inventory Balances The organization from which you view data in these infolets depends on the organization you select on the landing page. The default value is All, but you can select a specific organization from a list of organizations available to you. This list of values and the organizations that appear with the All option are based on your user security and role. If there are no pending, unprocessed, or error transactions, the infolets show No data available. 8

9 SHIPMENTS AND RECEIPTS The Shipments and Receipts infolet displays counts of the following transactions that are either pending, ready to be processed, or processed but in error: Receipt Advice: Sent from Inventory Management to WMS, 3PL, or contract manufacturer Receipt Confirmation: Sent from WMS, 3PL, or contract manufacturer to Inventory Management Shipping Request: Sent from Inventory Management to WMS, 3PL, or contract manufacturer Shipment Confirmation: Sent from WMS, 3PL, or contract manufacturer to Inventory Management 9

10 INVENTORY TRANSACTIONS The Inventory Transactions infolet displays a count of the following inventory transactions that have not yet been processed or are in error: Miscellaneous issues Miscellaneous receipts Account alias issues Subinventory transfers Inter-organization transfers Cycle count adjustments User-defined transaction types Invalid: For example, records without organization ID or transaction type ID defined. Other: When there are other user-defined types that make the total number of transaction types greater than nine, all the remaining transactions are counted in this category. 10

11 INVENTORY BALANCES The Inventory Balances infolet displays the summary count of inventory reconciliation transactions that have not been processed or are in error. This is especially important to keep inventory balances accurate between your Inventory Management and the external systems. TIPS AND CONSIDERATIONS Infolets to View Unprocessed Transactions with Third-Party Logistics or Warehouse Management System are hidden by default in Inventory Management landing page. They can be accessed by using the My Infolets icon. Management Guide, available on the Oracle Help Center. VIEW MULTIPLE UNITS OF MEASURE IN INQUIRIES AND TRANSACTIONS In most industries, it is common to order, fulfill, stock, and replenish items in different units of measure. In Oracle Inventory Management Cloud, you can transact in different units of measure, but the transaction always converts to the primary unit of measure that you define for the item. However, in some industries like healthcare, it is important to be able to view a transaction quantity in other units of measure that you have defined for an item, including the primary unit of measure. Especially in cases when you request to replenish supply based on a particular count, you would want to ensure that the additional supply is in the correct unit of measure to avoid inaccurate ordering. You can define non-standard units of measure with conversion rates, including conversion rates across unit classes. For example, you can convert a quantity to a weight unit of measure. When you define a non-standard unit of measure such as small box, you also define the conversion to the primary unit of measure for the item. For example, one small box of items converts to 16 each of the item. Or, you define one large box of an item converts to 25 pounds. If you define such units of measure and conversions, you can view the transaction quantity converted to these alternate, non-standard units of measure. The transaction quantity is converted and displayed with the non-standard units of measure defined for the item. Select the UOM Conversions button on any of the following pages to view the converted transaction quantity: Receive Expected Shipments Put Away Transfer Orders Subinventory Transfers Inter Organization Transfers Confirm Pick Slips 11

12 Returns Cycle Count pages (record count sequences) Physical Count pages (record physical inventory tags) Miscellaneous Transactions Manage Movement Requests Manage Shipment Lines Manage Item Quantities When you view the UOM Conversions, you see the following values: Item number Item description Transaction quantity Transaction UOM A list of non-standard units of measure with the quantity converted to the transaction quantity TIPS AND CONSIDERATIONS The UOM Conversions column is hidden by default and can be accessed using the Add Fields button. Click on the Convert icon to display the UOM conversions. Management Guide, available on the Oracle Help Center. FORWARD INBOUND ADVANCE SHIPMENT NOTIFICATIONS TO EXTERNAL EXECUTION SYSTEMS Your suppliers may send you an advance shipment notice (ASN) for items they ship to you. Suppliers send ASNs to customers to provide information about deliveries, similar to what you see on the packing list that comes with the shipment. An ASN lists the contents of a shipment along with order information, item information, and other physical characteristics of the items. It also includes information about the carrier, the item packing configuration, packaging material, how the items are packed in containers and the configurations of those containers, and other characteristics about the shipment. The ability to plan your receiving activities helps reduce cost by avoiding time to open containers and break down pallets, improves accuracy of your receipts, and provides flexibility to manage space in your receiving area. For example, you may receive a large container or pallet of items from your supplier. The ASN gives you information about the contents of the shipment, and you can prepare your receiving operations as needed. When you integrate Oracle Inventory Management Cloud with a warehouse management system (WMS), thirdparty logistics provider (3PL), or contract manufacturer, they have the same need to be informed in advance of shipments coming from suppliers. The following information has been added to the response for the Inbound Shipment Details web service to improve ASN processing with your WMS, 3PL, or contract manufacturer, which enables you to automatically forward the ASNs you receive to your WMS, 3PL, or contract manufacturer: 12

13 Purchase order number Purchase order line Purchase order schedule The license plate number (LPN) packing hierarchy is added to the response for the Inbound Shipment Details web service to provide LPN hierarchy details. You can also cancel an ASN using the ASN cancellation event and Oracle Integration Cloud Service (ICS) to cancel at either the header level or each ASN line. Use the Inbound Shipment Details web service to cancel the entire ASN or to cancel one or more lines. Management Guide, available on the Oracle Help Center. CAPTURE MULTIPLE SERIAL NUMBERS QUICKLY AND EASILY ON INVENTORY TRANSACTIONS Swift and accurate serial number capture in receiving, inventory, and shipping is critical to your operation. When you need to capture several serial numbers, you would want a quick and easy user experience. The Record Serial Numbers page has been redesigned for easier serial number capture in a variety of scenarios. In Oracle Inventory Management Cloud, you can capture serial numbers in the following transactions: Receive Expected Shipments Put Away Receipts Return Receipts Confirm Pick Slip Create Miscellaneous Transaction Subinventory Transfer Manage Reservations and Picks Manage Shipments Manage Shipment Lines As in prior releases, you can still transact with serialized items in any of these Inventory Management pages using the Record Serial Numbers page to: Enter or scan a single serial number. Generate a range of serial numbers by entering or scanning a starting serial and an ending serial number. To improve data entry efficiency, you can: Select one or more serial numbers from a list of existing serial numbers. You can easily identify and search for the serial numbers for any transaction and identify multiple serial numbers that are not in a range. You can search for serial numbers in the Record Serial Numbers page with the following criteria: 13

14 Serial number search is case-insensitive. When searching for serial numbers, only serials numbers with a material status allowed for the current transaction type are listed. You can sort the columns of the serial number entry table on the page. You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. Management Guide, available on the Oracle Help Center. USE DESCRIPTIVE FLEXFIELDS WITH TRANSFER ORDERS Use descriptive flexfields on the Oracle Inventory Management Cloud transfer order to extend your business functionality. Enter and track additional information needed by your business in the flexfields and show them on Inventory Management pages. On the Manage Transfer Order page, you can edit descriptive flexfields for the following: Transfer order header Transfer order line Transfer order account distribution In addition, you can use the transfer order web service to get the transfer order details, including the descriptive flexfields. This is especially useful to extend your integration to your warehouse management system or thirdparty logistics provider on the outbound shipping request and receipt advice. Descriptive flexfields on transfer orders must be defined using the Manage Inventory Descriptive Flexfields task before they are available in the Manage Transfer Order task. The setup task named Manage Inventory Descriptive Flexfields is available in the Setup and Maintenance work area. The task is included in the Inventory Management functional area of the Manufacturing and Supply Chain Materials Management offering. To setup the descriptive flexfields at the transfer order header, line, or distribution levels, search on Transfer Orders in the search field. Then edit the header, line or distribution levels and add the descriptive flexfields needed for the desired configurations. 14

15 Management Guide, available on the Oracle Help Center. USE TIME ZONE PROCESSING IMPROVEMENTS Business processing happens worldwide, twenty-four hours a day, seven days a week. Oracle Inventory Management Cloud honors the user s time zone preference in all Inventory Management pages. When you perform receipts, shipments, and miscellaneous inventory transactions, the application records the transactions with the date in your time zone. The application improves the processing to consistently update and display the transaction dates and times in a user's time zone. When you use any of the following areas of Inventory Management, you view and transact in your user time zone: Picks infolet Manage Movement Requests page Confirm Pick Slips page The time component of the date fields has been added to the following pages so that you can override them when searching for and entering data. The default date and time are taken to be that of the user's time zone: Manage Movement Request; required date Confirm Pick Slip; due date Management Guide available on the Oracle Help Center. 15

16 PERFORM A QUICK SHIPMENT BY SKIPPING PICK RELEASE AND PICK CONFIRMATION As the need for faster turnaround in fulfillment increases, you need more ways to make your warehouse operations more efficient. Take advantage of the quick shipment for faster, easier fulfillment and shipment processing. Some businesses don t require a full suite of warehouse transactions to fulfill orders. You may want to streamline the application activities to avoid the overhead of performing several tasks that only serve to enter data into the system. Consider quick shipment, if you have: Simple, small warehouse processing The same person performing multiple warehouse fulfillment activities No need to identify serial numbers and lots until shipment confirmation When you perform a quick shipment, you will: Bypass reservations, picking and pick confirmation steps Go right to entering a shipment Choose the material to ship and manually enter the detail Enter serial numbers and lots only at shipment confirmation, regardless of the item serial and lot control settings When you use quick ship versus doing a pick wave with full automation, you will have the following benefits: Choice of material and the serial numbers you ship (as opposed to system assignment) Streamlined page navigation No setup required for picking rules and assignments No setup required for pick wave release rules and release sequence rules No reservations required to ship the material you select No pick release and pick confirm required With minimal setup, you can perform quick shipment transactions using the Manage Shipments pages. If you are a shipping agent or warehouse manager you can use quick ship without adding any additional privileges. SETUP To start performing quick shipments, first perform the steps in the Steps to Enable section. SHIP LINES IN MANAGE SHIPMENT LINES After performing the setup, use the Manage Shipment page to perform a quick ship: Go to Manage Shipment Lines Select shipment lines that have the following statuses: Fulfillment status: Ready to Release or Backorder status Transportation planning status: Not Applicable or Planned Enter values for: Item, unit of measure, and quantity The subinventory and locator values default from Manage Shipping Parameters, but you can change them. Serial numbers and lots. Enter serial numbers using the record serial numbers action. When you save the shipment lines with all the required information: 16

17 The Quick Ship status is set on each line, and the shipment lines are no longer available for pick release and no longer available to be sent to your warehouse management system, third-party logistics provider, or contract manufacturer. The material details you enter are used to override existing material reservations and create new reservations. If you make a mistake, you can select the action Reset Quick Ship Status and apply it to one or more lines. The Quick Ship status is reset, and you can enter the material shipment detail again, or you can interface them to warehouse management system, third-party logistics provider, or contract manufacturer. After entering the required material details for the quick shipment, you can view the lines that are marked with the status Quick Ship, and you can select either of the following actions: Stage Lines: Stage lines in a staging subinventory for packing, compliance screening, or carrier manifesting before you ship confirm. Ship Confirm: Ship the lines. Shipment lines are automatically created, packed, and the shipment is closed. You can close the shipment manually or by using the Enterprise Scheduler Service job if it is not closed automatically. You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. To start performing quick shipments, enable the feature for quick ship at the organization level using the Manage Shipping Parameters task. Select the Enable Quick Ship flag Assign default values to be used when there are no detailed reservations and no item-specific shipping transaction default values: Subinventory for Quick Ship Locator for Quick Ship Manage Shipping Parameters 17

18 TIPS AND CONSIDERATIONS Does not require the setup of picking rules, picking rule assignments, pick wave release rules, release sequence rules, and pick slip grouping rules. Does not require any upfront reservations to ship the material of user s choice. When shipped in a single step, the material issues happen directly from the inventory subinventor. Backordering a line would clear the inventory details and resets the quick ship status. When shipped or staged partially the remaining quantity is split into a new line in the same status as the current line which is either in ready to release or backordered status. When staged, the application moves the quantity from inventory subinventory to staging subinventory. Lines ready to be quick shipped are not available to be pick released or to be sent to external systems like WMS, 3PL, etc. The pick release process ignores the partially entered inventory details on the shipment lines. Management Guide, available on the Oracle Help Center. SET THE DEFAULT RESTOCK PARAMETER TO VIEW THE MIN-MAX PLANNING REPORT You can use min-max planning parameters to set minimum stocking levels for your items. By default, the Restock parameter is set to No, which enables you to review supply requests for inventory items when you run the Print Min-Max Planning Report. When you set the Restock parameter to Yes, the Print Min-Max Planning Report generates the supply requests to replenish your inventory to desired levels. Management Guide, available on the Oracle Help Center. VIEW AND SEARCH FOR ITEMS USING CROSS-REFERENCED IDENTIFIERS Items defined in an inventory management applications are often known by identifiers. Global Trade Item Numbers (GTINs) are industry-wide unique identifiers. GTINs are widely used in business to avoid duplicate and confusing item identifiers and to eliminate errors when conducting business. This is especially important in industries like the healthcare industry. Items are also often referenced by their Universal Product Number. You may also need to refer to items by the supplier item, manufacturer item ID, or legacy part number. All these require the ability to define cross-reference values to refer to the same item. You can define the cross-reference values in Oracle Product Information Management. After that, Oracle Inventory Management Cloud enables you to search for data and enter transactions by any of the crossreference item identifiers. Oracle Inventory Management Cloud, Oracle Receiving Cloud, and Oracle Shipping Cloud make it easier to search for transactions by any defined item cross-reference identifier. Whether you search by item number for receipts, transfers, or shipments, or whether you create new transactions in Inventory Management, your search experience becomes enhanced in the following ways: 18

19 Minimal clicks are required to get search results. Searching for a transaction by item number or by entering an item number on a new transaction line is possible. Oracle s common Product Information Management search technology is leveraged. Searching by the item master identifier or by any defined cross-referenced identifier is possible. ITEM SEARCH WITH INVENTORY MANAGEMENT TRANSACTIONS In Inventory Management, Receiving, and Shipping if the page has an item number search field, you can also search with the following: Item keyword: Enter any defined cross-reference identifier such as GTIN or supplier item number. Conditional operators: Use conditional operators such as starts with, equal to, or contains with the item number and item description fields for greater search flexibility and control. ITEM LIST OF VALUES SEARCH You can also search for items when entering transaction data in Inventory Management using the item list of values on the item field in the transaction data. All Inventory Management, Receiving, and Shipping pages that use the item list of values are consistent using the same common item search dialog box, and you get the same user experience in the item list of values search dialog box as you do from the search areas on the Inventory Management, Receiving, and Shipping pages. On all the transaction item field, you see the advanced search features right away, and you can search with: Conditional operators such as starts with, equal to, and contains with the item number field and the item description field. Any defined item cross-reference identifier value in the item keyword field. Item attributes for Item Keyword search can be set up using the task Manage Item Keyword Search Attributes Navigation: Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Items > Manage Item Keyword Search Attributes 19

20 Manage Item Keyword Search Attributes TIPS AND CONSIDERATIONS Item relationships like Global Trade Item Number (GTIN), trading partner items, related items, etc., must be set up using item keywords before you query items on Inventory Management pages. Management Guide, available on the Oracle Help Center. INDICATE TYPE OF EXTERNAL SYSTEM CONTROLLING YOUR INVENTORY ORGANIZATION There are a number of business scenarios when you require the enhanced functionality of a warehouse management system (WMS), must outsource warehouse execution to a third party logistics provider (3PL), or have a need to perform warehouse execution in another in-house system (also known as a coexistence scenario). Oracle Inventory Management Cloud supports these capabilities by providing integration points in the form of web-services. In these cases, Inventory Management transforms from the system of execution to a hub that interacts with the execution system. When acting as a hub, Inventory Management continues to provide you with visibility of on-hand availability, fulfillment and receiving transaction statuses, full costing capabilities and continues to update sales orders, purchase orders, etc. as would happen if the execution was happening from Inventory Management. For a particular inventory organization, you can now indicate that another system is managing the warehouse execution. Use the Integrated System Type attribute by selecting one of the following values: Warehouse Management System (WMS) Third-Party Logistics (3PL) Coexistence Integration In this update, the Integrated System Type is for reporting purposes only and does not control or restrict any functionality. Planned for upcoming releases, this attribute will control certain behaviors within Oracle Inventory Management Cloud. 20

21 In general, when another system is managing the inventory or warehouse execution, Inventory Management interacts with the execution system in the following ways: The detailed inventory on-hand balance information such as shelf or bin location is managed in the execution system. Inventory Management on-hand balances are managed at a material availability summary level. Inventory Management sends a receipt advice for expected receipts of purchase orders, transfer orders or customer returns to the execution system to prepare to receive goods. Goods receipts are transacted to the execution system, and the execution system sends receipt confirmations back to Inventory Management to record item receipts and update organization-item level on-hand balances as well as the source documents. Receipt confirmations can be sent from the execution system at the time of receipt or at the time of put-away. Fulfillment requests from Oracle Order Management Cloud (sales orders) and Inventory (transfer orders), as well as other sources, are sent to the execution system as shipping requests. The execution system uses these transactions to fulfill (wave, pick, pack, load, ship) the goods. Shipments are transacted in the execution system, and the execution system sends shipment confirmations back to Inventory Management to manage the fulfillment request and shipping confirmation transactions and to update organization-item on-hand balances. Integration to Oracle Transportation Management is done through integrations between the execution system and Oracle Transportation Management. 1. In the Setup and Maintenance work area, select the Manufacturing and Supply Chain Materials Management offering. 2. On the Setup page, select the Facilities functional area, and then click the Manage Inventory Organizations task. 3. On the Manage Inventory Organizations page, search for and select the organization you want to edit, and then click the Manage Organization Parameters button. 4. On the Edit Inventory Organization page, the Integrated System Type list of values can be found under the Additional Usages region. Select the value desired and Save and Close the organization with your updated setting. 5. Repeat for each organization as appropriate. Management Guide, available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: Manage Inventory Organization (INV_MANAGE_INVENTORY_ORGANIZATION) Job Role Name and Code: Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) 21

22 INTEGRATE AND EXTEND INVENTORY MANAGEMENT USING REST SERVICES VIEW INVENTORY TRANSFER ORDERS USING A REST SERVICE Use a REST service to get transfer order details. The REST service provides read-only capability with access to the following transfer order information: Transfer order header Transfer order lines Transfer order distribution lines Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center MANAGE WORKDAY PATTERNS USING A REST SERVICE Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes. Use the Workday Patterns REST service to do the following: Create a time, duration, or elapsed workday pattern. Assign shifts to the workday pattern to represent working and nonworking time. Get the shift details when you need the details of a schedule that uses the shift in a workday pattern. Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View Workday Patterns (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV Create and Update Workday Patterns (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV) Job Role Name and Code: Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) MANAGE SHIFTS USING A REST SERVICE Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes. 22

23 Use the Shifts REST service to do the following: Create a time, duration, or elapsed shift. Create or update details for time shifts modeling flexible or punch clock based working time. Get shift details when you need the details of a schedule that uses the shift in a workday pattern. Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View Shifts (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV) Create and Update Shifts (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV) Job Role Name and Code: Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) MANAGE SCHEDULE EXCEPTIONS USING A REST SERVICE Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes. Use the Schedule Exceptions REST service to do the following: Create a schedule exception to model additional working or nonworking time. A schedule exception may be assigned to any number of schedules. Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View Schedule Exceptions (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV) Create and Update Schedule Exceptions (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV) Job Role Name and Code: Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) 23

24 MANAGE SCHEDULES USING A REST SERVICE Oracle provides web services to enable and simplify integration with external systems, and to support data creation and maintenance for large volumes. Use the Schedules REST service to do the following: Create a time, duration, or elapsed schedule. Assign workday patterns to the schedule to represent working and nonworking time for a defined period of time. Assign schedule exceptions to the schedule to add additional working and nonworking time which supersedes the workday pattern. Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View Schedules (RCS_VIEW_SCHEDULES_WEB_SERVICE_PRIV) Create and Update Schedules (RCS_MANAGE_SCHEDULES_WEB_SERVICE_PRIV) Job Role Name and Code: Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB) SUPPLY CHAIN FINANCIAL ORCHESTRATION ANALYZE GLOBAL SUPPLY CHAIN FINANCIAL ORCHESTRATION USING OTBI Analyze global supply chain financial orchestration using Oracle Transactional Business Intelligence (OTBI). You can now create operational reports, combining details of physical and the financial transactions that are generated from a supply chain execution event, such as parties involved, source document type, source document number, source document price, intercompany invoice number, intercompany price, and costs. You can build modified analysis and reports for operational reporting using the new subject area Supply Chain Financial Orchestration Real Time. This subject area includes Event, Task, Business Unit, and Time. You can build various reports for your auditing needs such as financial flow details that are generated for a physical Supply Chain Execution event, Tax details for the intercompany receivables and intercompany payables that are generated as part of the financial orchestration, or cost-accounting distributions for trade transactions that are part of the financial flow. All the details of the intercompany invoices and the cost distributions created for the financial orchestration are available for you to include in the report. In addition, you can also include sales order and purchase order details such as order number, order type, order currency, business unit, receiving, or shipping organization, supplier or customer number, and site. 24

25 Earlier, there was no support for performing operational reporting and dynamic analysis that would give Global Trade Managers visibility into the details of both the physical transaction and all the financial transactions that are generated for any shipment or receipt. This means that Global Trade Managers were not able to audit the accuracy of their transfer pricing and other financial flow setups without a lot of navigation through online UIs. You can now create your own reports, without IT involvement, using the various dimensions of the Supply Chain Financial Orchestration Real Time subject area. These reports provide a quick and more complete information to achieve insights into global transfer pricing compliance. The following figure shows a screen shot of the Supply Chain Financial Orchestration Real Time subject area. Supply Chain Financial Orchestration Real Time Subject Area Management Guide, available on the Oracle Help Center. Oracle Supply Chain Management Cloud: Using Supply Chain Financial Orchestration Guide, available on the Oracle Help Center. ROLE INFORMATION Job Role Name and Code: Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER) 25

26 CREATE AND EXECUTE SUPPLY CHAIN FINANCIAL FLOWS FOR NON-SHIPPABLE SALES ORDER LINES Create and execute a supply chain financial flow for non-shippable sales order lines. This type of financial flow allows you to define the fulfillment business unit you want to credit whenever a sale occurs for a non-shippable item. Once a financial flow is defined, execution of the financial flow occurs automatically as soon as the nonshippable order line is closed. In a global environment, companies may sell software or services (such as installation, service contracts and warranties) out of a local legal entity or business unit, but develop the software or provide the service from a different legal entity and business unit. In these situations, companies need to credit the fulfillment business unit that provides the software or service on behalf of the selling organization once the order is closed. This includes the ability to generate the intercompany financial transaction when there is a physical good and a software or service being provided by different organizations on the same order. You can now define a new type of supply chain financial flow for non-shippable sales order lines. This financial flow allows you to define the business unit you want to credit whenever a sale occurs for a non-shippable order line in a particular selling business unit. Once a financial flow is defined, the system automatically generates intercompany invoices between the fulfillment business unit defined on the financial route and the selling business unit defined on the sales order. The following figure shows a supply chain financial orchestration flow for non-shippable sales business process type. A Financial Orchestration Flow for a Non-Shippable Sale As with other types of supply chain financial flows, you can add intermediate business units, if desired. For each pair of business unit along the financial route, you determine which documentation and accounting rules and transfer pricing policy you want to use. You can also add qualifiers to your financial route to further define when the flow is to be executed. For example, you can limit the financial flow to order lines for a particular asset, item, item class, sold to party, user item type, and sales order type. 26

27 The following figure shows a financial orchestration qualifier for non-shippable sales. A Financial Orchestration Qualifier for a Non-Shippable Sale Unlike other supply chain financial flows, there is no cost accounting performed along the financial route, and there is no need to specify a trade organization along your financial route. Instead, you must specify a charge account to use for intercompany invoicing. Management Guide, available on the Oracle Help Center. Oracle Supply Chain Management Cloud: Using Supply Chain Financial Orchestration Guide, available on the Oracle Help Center. ROLE INFORMATION Job Role Name and Code: Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER) GET FINANCIAL ORCHESTRATION TRANSFER PRICES USING A REST SERVICE Use a REST API for integrations that enable an application to get the transfer prices for each stage of a financial route during the movement of goods. You can use this service to get information needed to print relevant documents, such as import and export documents for customs clearance. 27

28 This REST service facilitates integration that can be invoked by any system to get the parties involved and the calculated transfer prices for all legs along the financial flow on any movement of goods. This can be used by a system, such as GTM, to print import/export documentation based on who owns the goods at the time of customs clearance. With this update, Oracle Supply Chain Financial Orchestration supports the Financial Orchestration Transfer Prices REST service to facilitate integration that can be called by any external application to get the parties involved and the calculated transfer prices for all legs along the financial flow on any movement of goods. This REST service can be used by an application, such as Oracle Global Trade Management, to print import or export documentation based on who owns the goods at the time of customs clearance. Companies that ship globally have the need to be able to create customs documentations based on who owns the goods at the time of import or export, and the international commercial terms between the selling party and the buying party. In cases where there is a multi-node financial flow, they need to be able to understand which parties are involved in each sale along the route, and what the price is between the two parties so they can generate the proper customs documentation. This REST API can be queried using event information such as event type, event number, event identifier, event date or source document information such as source document number, source document line number, source document identifier, or source document line identifier. In addition, you can also query using selling or buying business units or the financial orchestration flow name. The following figure shows a sample payload for the Financial Orchestration Transfer Prices REST service. A Sample Payload of the Financial Orchestration Transfer Prices REST Service 28

29 Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center ROLE INFORMATION Privilege Name and Code: Get Financial Orchestration Transfer Price by Service (FOS_GET_TRANSFER_PRICE_PRIV) Job Role Name and Code: Supply Chain Controller (ORA_FOS_SUPPLY_CHAIN_CONTROLLER) COST MANAGEMENT CREATE ENHANCED REPORTING IN THE ITEM COST SUBJECT AREA A new inventory value dimension and a new open purchase order dimension in the Item Cost subject area allows you to create enhanced OTBI reports that include: Additional information on on-hand inventory valuation, and Estimates of purchase price variances for purchase orders that are not closed You can also generate reports of items that are not yet published in the standard cost rollup. The following screen capture illustrates the feature and its benefits. Item Cost Subject Area Management Guide, available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View Item Cost Data (CST_VIEW_ITEM_COST_DATA) Job Role Name and Code: Cost Accountant (ORA_CST_COST_ACCOUNTANT) 29

30 CREATE ENHANCED REPORTING IN THE COST OF GOODS SOLD AND GROSS MARGIN SUBJECT AREA New sales order and customer invoice dimensions in the Cost of Goods Sold and Gross Margin Subject Area allow you to create better gross margin reports. These OTBI reports show profitability across a number of sales order and customer invoice attributes. You can also translate reported costs and margin amounts to constant dollars as well as to United States dollars. The following screen capture illustrates the feature and its benefits. Management Guide, available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View COGS Event Data (CST_VIEW_COGS_EVENT_DATA) Job Role Name and Code: Cost Accountant (ORA_CST_COST_ACCOUNTANT) CREATE ENHANCED REPORTING IN THE COST ACCOUNTING PERIOD CLOSE SUBJECT AREA Pending Interface Counts attribute in the Cost Accounting Period Close subject area allows you to create enhanced OTBI reports that show the counts of Inventory, Receivables, Payables or Manufacturing transactions that are not yet interfaced to Costing. You can also create reports that show the dates and times when cost accounting period validations were run in your cost organizations. The Pending Interface Counts attribute replaces the prior Inventory On Hand Mismatch Quantity attribute. 30

31 The following screen capture illustrates the feature and its benefits. Management Guide, available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: View Cost Period Data (CST_VIEW_COST_PERIOD_DATA) Job Role Name and Code: Cost Accountant (ORA_CST_COST_ACCOUNTANT) PERFORM MULTIPLE SIMULTANEOUS STANDARD COST ROLLUPS You can now initiate multiple cost rollup processes simultaneously in your organization. This enables you to calculate the cost estimates for manufactured items faster without any dependencies. Create multiple cost planning scenarios and enter the purchased material cost estimates. Run cost rollup for these scenarios to calculate the standard cost estimates for manufactured items. CREATE MULTIPLE STANDARD COST SCENARIOS WITH THE SAME EFFECTIVE DATE Calculate the standard cost estimates for your organization to calculate the most cost efficient supply chain setup. You can now create multiple cost planning scenarios, all effective on the same day, and do your what-if analysis using these cost estimates to calculate the standard costs of manufactured items. You can revise your cost estimates and re-run the rollup process until you are satisfied with them. Once you are done with your analysis, you can update the standard costs with your cost estimates by publishing the cost scenario. You can now also add cost estimates of new items as frequently as your business needs. You can also update the new item costs several times a day. This enables you to accurately monitor your costs. 31

32 The following screen capture illustrates the feature and its benefits. Notice the two cost scenarios in the same cost organization and book used to update the costs of different items, effective on the same day. INTEGRATE AND EXTEND COST MANAGEMENT USING REST SERVICES RETRIEVE RECEIPT TRANSACTION COSTS USING A REST SERVICE Oracle Cost Management cloud provides a web service to retrieve item cost details of purchase order and internal receipt transactions. The retrieved receipt transaction cost details can be used in conjunction with cloud or third-party applications to create analytical reports, or as inputs for other REST web services, such as the Cost Adjustments REST service to perform item cost adjustments. Use the Receipt Costs REST service to do the following: Retrieve receipt costs that are eligible for adjustment. Retrieve layer costs that are eligible for adjustment. Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center. ROLE INFORMATION Privilege Name and Code: Manage Cost Adjustments by Web Service (CST_MANAGE_COSTADJ_WEB_SERVICE) MANAGE COST ACCOUNTING OVERHEAD RULES USING A REST SERVICE Create or update Cost Accounting overhead rules in the cloud by calling a REST web service. The accounting overhead rules help you to define business rules for item overheads that use Actual or Average Cost methods. You can specify rule details such as rule name, transaction type, item category, effectivity date, and overhead rate. 32