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ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT Order
Management and Contracts Releases 12.1 and 12.2 (inclusive of 12.02
12.0.7) Prepared by EBS Product Management & Strategy Last
Updated: November 27, 2013
Version: 1.5 Copyright 2012, 2013, Oracle Corporation All Rights
Reserved
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content
Document ii
Table of Contents
1. Disclaimer 1 2. Introduction 2 2.1. Purpose of Document 2
3. New and Changed Features in Order Management 3 3.1. Oracle
Advanced Pricing 3
3.1.1. Release 12.1.1 3 3.1.1.1. Formula for Price Break Lines
Based on Unit Price Application Method 3
3.1.2. Release 12.1.2 3 3.1.2.1. Pricing Engine Performance
Enhancements 3 3.1.2.2. Purchasing Order Pricing Enhancements 3
3.1.3. Release 12.2 4 3.1.3.1. Service Item Support in
Promotional Modifiers 4 3.1.3.2. Support of Non-Continuous Price
Breaks 4
3.2. Oracle Configurator 4 3.2.1. Overview: Fusion Configurator
Engine 4 3.2.2. Release 12.1.1 5
3.2.2.1. Numeric Handling 5 3.2.2.2. Improved Defaulting 5
3.2.2.3. Auto-instantiation 5 3.2.2.4. Auto-completion 5
3.3. Oracle Order Management 5 3.3.1. Release 12.1.1 5
3.3.1.1. Item Orderability 5 3.3.1.2. Credit Over-shipped
Quantity for Referenced RMA 6 3.3.1.3. Support Decimal Quantity in
BSA UI 6 3.3.1.4. Improved Install Base Search While Ordering
Services 6 3.3.1.5. Delayed Scheduling 6 3.3.1.6. Enhanced Workflow
Activity Hold 7 3.3.1.7. Customer PO-based Search in Scheduling
Organizer 7 3.3.1.8. Visibility to Latest Configuration Till
Picking 7 3.3.1.9. Line Level Credit Check Enhancement 7 3.3.1.10.
Post Booking Item Substitution 7 3.3.1.11. Defer Split for
Configurations 7 3.3.1.12. Internal Requisitions/Internal Sales
Order Change Management 8 3.3.1.13. Order Management Productivity
Enhancements 8 3.3.1.14. Sales Agreements Enhancements 9 3.3.1.15.
Seeded Return Line Worflows 9
3.3.2. Release 12.1.2 9 3.3.2.1. AIA Order To Cash 2.5
Enhancements 9 3.3.2.2. Workflow Performance Enhancements 10
3.3.2.3. Supply Chain Web Services Order Management 10
3.3.3. Release 12.1.3 11
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Document iii
3.3.3.1. International Trade Management Adapter Enhancements for
Global Trade Management (GTM) 11 3.3.4. Release 12.2 11
3.3.4.1. Support for Assemble-To-Order (ATO) Items in
Pick-To-Order (PTO) Models and Kits 11 3.3.4.2. Order Information
Portal (OIP) Enhancements 12 3.3.4.3. Tax Calculation on Freight
Charges 12 3.3.4.4. Credit Tolerance for Honoring Manually Released
Credit Check Holds 13 3.3.4.5. Support for Credit Hold Based on
Bill To Customer 13 3.3.4.6. Selling Services Enhancements 13
3.3.4.7. Support for Service as Promotional Goods 14 3.3.4.8. User
Defined Attributes (UDA) 15 3.3.4.9. Scheduling Enhancements 15
3.3.4.10. Support for Advanced Catch Weight 16 3.3.4.11.
Integration with Oracle Approvals Management (AME) 17 3.3.4.12.
Credit Card Authorization Reversal 17 3.3.4.13. Additional Business
Events 18 3.3.4.14. Order Management Productivity Enhancements
18
3.3.5. Release 12.2.3 21 3.3.5.1. Support for Online Mode for
Line Level Credit Checking 21 3.3.5.2. Consider Assemble To Order
Flag at Warehouse Level 21 3.3.5.3. Scheduling Enhancements 21
3.3.5.4. Order Management Productivity Enhancements 22
3.4. Oracle Shipping 24 3.4.1. Release 12.1.1 24
3.4.1.1. Defer Planned Shipment Interface 24 3.4.1.2. Allow
Incremental Shipments for Over-shipment and Under-shipment
Tolerances 24
3.4.2. Release 12.1.3 24 3.4.2.1. Fulfillment Batches for
Distributed Warehouse Management System 24
3.4.3. Release 12.2 24 3.4.3.1. Integration to 3PLs or 3rd Party
Distributed Warehouse Management System 24
3.5. Oracle Supply Chain Event Management New Product 25 3.5.1.
Release 12.1.3 + 25
3.6. Oracle Order Management Extensions for Oracle Endeca - New
Product 25 3.6.1. Release 12.1.3.4 25
3.1. Oracle Installed Base Extensions for Oracle Endeca New
Product 26 3.1.1. Overview 26 3.1.2. Release 12.1.3.4 26
3.1.2.1. Search by Extended Product Attributes 26 3.1.2.2.
Execute Related Products Search 26 3.1.2.3. Improved Drill-down to
Product Configuration 26 3.1.2.4. Identify Installed Base by
Geography 27 3.1.2.5. Track Customer Product Metrics 27
4. New and Changed Features in Contracts 28 4.1. Oracle Sales
Contracts 28
4.1.1. Release 12.1.1 28 4.1.1.1. Secure Enterprise Search 28
4.1.1.2. Structured Terms Authoring for Repository Contracts 28
4.1.2. Release 12.1.2 28 4.1.2.1. Author Individual Clauses in
Microsoft Word 28
4.1.3. Release 12.1.3+ 29 4.1.3.1. Templates, Rules, Questions
and Constants APIs 29 4.1.3.2. Contract Terms and Conditions
Migration API 29 4.1.3.3. Contract Expert Enhancements 29 4.1.3.4.
Enhancements MS Word Synchronization 30 4.1.3.5. Apply Multiple
Templates to a Sales Document 30 4.1.3.6. Multi Row Variables
30
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4.1.3.7. Deviation Report for Repository Contracts 30 4.1.3.8.
Clause Analysis for Repository Contracts 31 4.1.3.9. Contract
Usability Enhancements 31
4.1.4. Release 12.2 31 4.1.4.1. Repository Contracts
Enhancements 31 4.1.4.2. UDA support for Deliverables 32 4.1.4.3.
MS Word 2010 Certification 32
4.2. Oracle Service Contracts 32 4.2.1. Release 12.1.1 32
4.2.1.1. Service Contract Import Program 32 4.2.2. Release
12.1.3+ 32
4.2.2.1. Service Contract Renewal Performance Enhancements 32
4.2.2.2. Performance Enhancements to Main Billing Program for Usage
Contracts 33
4.2.3. Release 12.2 33 4.2.3.1. Solution Ordering 33 4.2.3.2.
Mass Update Tool 34 4.2.3.3. Prevent Deletion of Line/Subline
during Contracts Renewal 34 4.2.3.4. Carry Over Self-Service
Decline Code onto Service Contract Cancellation Reason 34 4.2.3.5.
Revalue Contract during Change in Currency 34 4.2.3.6. Specify Cc
Email Addresses during Quote and Reminders 34 4.2.3.7. Flexible
Invoice Text Defaulting 35 4.2.3.8. Service Contracts Usability
Enhancements 35
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content
Document Purpose of Document 1
1. Disclaimer This Release Content Document (RCD) describes
product features that are proposed for the specified releases of
the Oracle E-Business Suite. This document describes new or changed
functionality only. Existing functionality from prior releases is
not described. It is intended solely to help you assess the
business benefits of upgrading to the specified release of the
Oracle E-Business Suite.
This document in any form, software or printed matter, contains
proprietary information that is the exclusive property of Oracle.
Your access to and use of this confidential material is subject to
the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree
to comply. This document and information contained herein may not
be disclosed, copied, reproduced or distributed to anyone outside
Oracle without prior written consent of Oracle. This document is
not part of your license agreement nor can it be incorporated into
any contractual agreement with Oracle or its subsidiaries or
affiliates.
This document is for informational purposes only and is intended
solely to assist you in planning for the implementation and upgrade
of the product features described. It is not a commitment to
deliver any material, code, or functionality, and should not be
relied upon in making purchasing decisions. The development,
release, and timing of any features or functionality described in
this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be
possible to safely include all features described in this document
without risking significant destabilization of the code.
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Oracle E-Business Suite Releases 12.1 and 12.2 Release Content
Document Purpose of Document 2
2. Introduction
2.1. Purpose of Document
This Release Content Document (RCD) communicates information
about new or changed functionality introduced in Oracle E-Business
Suite Releases 12.1 and 12.2, and in subsequent Release Update
Packs (RUPs) and off-cycle patches. For your convenience, it also
includes new or changed functionality introduced in the RUPs for
Release 12, including 12.0.2 through 12.0.7.
The features and enhancements described in this document are
grouped by product, and then by the release in which they first
became available, for example, Release 12.1.1. Features released in
an off-cycle patch have a special designation for example, a
feature released after 12.1.1, but before 12.1.2, is designated as
Release 12.1.1+.
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Document Oracle Advanced Pricing 3
3. New and Changed Features in Order Management
3.1. Oracle Advanced Pricing
3.1.1. Release 12.1.1
3.1.1.1. Formula for Price Break Lines Based on Unit Price
Application Method Currently, a dynamic pricing formula is not
supported for Price Break Lines in Price Lists. As part of the
12.1.1 release, the formula will be supported for Price Break Lines
with Application method as Unit Price. Users can now have dynamic
pricing calculations for the break lines. However this would not be
supported for the Application method Block Price.
3.1.2. Release 12.1.2
3.1.2.1. Pricing Engine Performance Enhancements
In this release, the performance of Advanced Pricing Engine has
been enhanced by using a pattern-based search algorithm which
normalizes all setup combinations in to a single hashkey. This
feature is optional and enabled through a profile called QP:
Pattern Search.
In order to enable this feature, after turning on the profile,
users will need to run a one-time pattern upgrade concurrent
program called QP Pattern Upgrade to upgrade all existing setups to
the new pattern format. All subsequent work in the Advanced Pricing
product will leverage this new and faster approach to price
determination.
3.1.2.2. Purchasing Order Pricing Enhancements
Oracle Purchasing has extended its integration with Advanced
Pricing to provide greater granularity and flexibility in pricing
orders and agreements. The extended integration also provides
greater transparency to the means by which a price has been
determined for orders and agreements.
Oracle Purchasing users can now:
View the pricing modifier information for a Purchase Order
and/or Global Blanket Purchase Agreement line and view the
pre-calculated price adjustments applied by the pricing engine
Manually enter a price modifier, change a modifier rate, and
recalculate the price
Query existing manual modifiers and apply them to a Purchase
Order and/or Global Blanket Purchase Agreement unit price
Change the modifier rate and apply changes to PO or Global
Blanket Purchase Agreement Line.
These new features provide an accurate view of pricing
information to the buyer, increased flexibility for buyers to price
an order and streamlined supplier communication on prices.
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3.1.3. Release 12.2
3.1.3.1. Service Item Support in Promotional Modifiers
In this release, service items can be used as the get item in
promotional modifiers. It has become a general business practice to
give the service free of cost or at a discounted price to consumers
when they buy a high-end-consumer good. Users can now setup
promotional modifiers where a service item gets added automatically
when a certain finished good is added to the order. This helps in
cutting down order creation time, adds efficiency and accuracy of
order creator, and enables companies to implement service item
pricing/ordering promotional strategies.
To achieve this, users need to provide the service item as a get
product in the promotional modifier setup.
3.1.3.2. Support of Non-Continuous Price Breaks
Advanced Pricing has added this enhancement to allow gaps in the
setup of price breaks. Businesses sometimes want to provide
discounts for only certain tiers and want to keep gaps in the
tiers. This is common where manufacturers keep readymade packages
for certain quantities and if users order anything other than that,
its an overhead for manufacturers to package based on users order.
For these orders, manufacturers dont give any discount. For
example, users can now create price breaks to have tiers from10 to
20 and then 30 to 40 with the gap of between 20 to 30. Users can
now enter the tiers for what they are interested in discounting,
without worrying about entering the 0 discounted tiers.
This enhancement also allows the tier value to start from any
positive value other than 0.
3.2. Oracle Configurator
3.2.1. Overview: Fusion Configurator Engine
Enterprises want to leverage constraint-based technology within
their product configuration deployments to reduce the cost of
ownership and increase user adoption. With the release of an
enhanced constraint-based engine, Oracle Configurator meets this
need and continues to be strategically placed to lead in the
configuration marketplace.
Various aspects of constraint-based technology provide
particular business benefits which are highlighted in the new
Fusion Configurator Engine in this first release. The robust
constraint-based technology reduces time and cost for development
and maintenance of configuration solutions through an easier to
maintain architecture that inherently eliminates current engine
limitations.
This release includes a superior ownership experience as a
result of improved and expanded features. The model developer can
leverage improved numeric handling and defaulting, as well as the
new auto-instantiation, which automatically creates product
structure. More feedback is provided to the end user during a
configuration session and the end user can even choose to have a
configuration completed based on previously defined
preferences.
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3.2.2. Release 12.1.1
3.2.2.1. Numeric Handling
The improvements in numeric handling create a configuration
session that is easier to use and provides more feedback. The
allowable range for numeric inputs is now dynamically displayed,
resulting in fewer contradictions for the end user and an improved
configuration experience. Since constraint technology employs the
propagation of domains, in which constraints are inherently
bidirectional, rules now propagate the most information possible
during selection and Auto-completion.
3.2.2.2. Improved Defaulting
Defaults are more flexible than ever before since any constraint
can now be defined as a default. Additionally, modelers can define
strategies about how to explore a specific domain by default. For
example, when the weight of a configured product is evaluated
during a configuration session, a default can be incorporated so
that the strategy used attempts to find a solution that has the
lowest weight. Defaults can also be prioritized or ordered so they
are executed in a sequence defined by the modeler. For example, a
model with a weight and a size may have two defaults, one to find
the lowest weight and another to find the lowest size. Inherently
the sequence of this strategy will affect the outcome. However, the
modeler can order the defaults so the strategy may be set to
evaluate size before weight.
3.2.2.3. Auto-instantiation
The new Auto-instantiation feature provides the ability for
component structure to be automatically created by constraints when
required for a solution. In previous releases instantiation was
initiated through a click from the end user or accomplished through
a Configurator Extension. Now instantiation can be automatic and
based on constraints, as part of the model, without Configurator
Extensions, making it much easier to model complex system
configurations.
3.2.2.4. Auto-completion
With the new Fusion Configurator Engine, partially completed
configurations can be completed automatically for the end user. The
Auto-completion is based not only on end user inputs but on
modeler-defined defaults and search strategies as well. The modeler
has the option to define search strategies that are used in the
Auto-completion to refine the solution. However, even with no
predefined strategies from the modeler and little input from the
end user, the Fusion Configurator Engine can efficiently find a
solution using engine implicit strategies.
3.3. Oracle Order Management
3.3.1. Release 12.1.1
3.3.1.1. Item Orderability
Businesses need the ability to define which customers are
allowed to order which products, and the ability to apply the
business logic when the order is created. For
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example, Customer A may purchase all items except for repair
parts and promotional items. Alternately, Customer B buys only
repair parts from you.
This new feature from Order Management provides users with an
easy way to define orderable products, based on exceptions defined
in the Item Orderability rules. It would be possible to apply
Orderable Products business rules to items or Item Categories
defined for an organization. Based on the rules defined in the
Orderability UI, the user would be able to restrict the Items that
can be ordered from the Sales Order and Quick Sales Order form.
Flexibility is provided to the users for defining Orderability
rules either at the Customer Class level or at the Sold-to Customer
level.
3.3.1.2. Credit Over-shipped Quantity for Referenced RMA
With the existing functionality in Order Management, users can
book an RMA for a quantity based on the ordered Quantity.
Businesses have requirements to book RMAs based on shipped
quantities, especially in the case of over-shipments, in addition
to the current provision based on ordered quantities. In Release
12.1.1, users are provided with an additional option of raising
RMAs based on the shipped quantity, if the Invoicing basis is set
to ship quantity. For scenarios where the Profile option is based
on Ordered Quantity, the existing behavior for RMA will
continue.
Additionally, two more seeded line level return workflow types
have been provided to cater to business scenarios of Return with
Receipt with No Credit and Return with Receipt and Approval with No
Credit.
3.3.1.3. Support Decimal Quantity in BSA UI
This feature provides the flexibility to enter decimal
quantities in Blanket Sales Agreements. This flexibility will be at
par with the capability currently provided in Sales Order and Quick
Sales order screens.
3.3.1.4. Improved Install Base Search While Ordering
Services
With the existing functionality in Order Management, users can
choose instances in "Customer Product reference" LOV on Sales Order
Form only for the Sold to customers at the Header Level. With this
new enhancement in Release 12.1.1, users can choose instances of
products stored in the Installed Base repository in "Customer
Product reference" LOV for related customers also in addition to
the "Sold to" customer. Similarly, you can refer to sales orders of
related customers, while entering a service line on an order.
3.3.1.5. Delayed Scheduling
In the existing Auto Schedule functionality in Order Management
for Standard lines, there are scenarios that might lead to data
discrepancy between OM and GOP Demand. The Delayed Scheduling
feature in Release 12.1.1 refers to enhancing the Auto Schedule
feature in Order Management by introducing an additional option to
users when they choose to Auto Schedule. A new profile option,
called, OM: Delay Scheduling, has been introduced for this feature.
This new profile option is dependent on the value of the profile
OM: Autoschedule being set to value Yes. You set the value of the
profile option, OM: Delay Scheduling and OM: Autoschedule to Yes to
enable this feature. Enabling this feature will ensure that GOP
calls will be made only when user actually saves the changes and
eliminates the data discrepancy between OM and GOP Demand.
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This will also enhance the overall performance of the Sales
Order, as we will make only one GOP call at the time of saving
rather than individual GOP calls for each Line. This will bring a
lot of performance improvement especially if Planning is on a
different server.
3.3.1.6. Enhanced Workflow Activity Hold
With the existing functionality of Holds in Order Management,
the workflow activity hold gets applied to all open records,
irrespective of the current workflow status. For instance, a
picking activity hold gets applied on the record even if it has
already passed the picking activity. With Release 12.1.1, the hold
gets applied only on valid records, which have either not reached
that specific workflow activity or not in the completed status.
3.3.1.7. Customer PO-based Search in Scheduling Organizer
The Customer PO field which was not previously available on the
Scheduling Order Organizer form is now available in Release 12.1.1.
Additionally, partial value search capability is provided for the
Customer PO number field in both Order/Scheduling Organizer forms.
When executing a search with the partial Customer PO value, all
orders/lines that match the search criteria will be displayed.
3.3.1.8. Visibility to Latest Configuration Till Picking
In most business scenarios, there is time lag between Booking
and Picking/Shipping of configurations. In some cases during this
time lag, the BOM definition itself gets changed due to some
business reasons, and therefore the Model on the sales order needs
to be re-configured. In such scenarios, a user expects that the
latest/current BOM definition be visible to them in the
Configurator Window at the time of re-configuration. With the
current functionality, if the BOM definition of Model items gets
changed after Booking, users were not able to view latest
definition of BOM in Configurator window from Sales Order. In
Release 12.1.1, 'OM: Configuration Effective Dates' profile under
the OM system parameters are enhanced by providing a new value of
'System Date Till Pick Release' in addition to the existing List of
Values. This will help users get visibility of the latest/current
components of Model Items in Configurator Window even after Booking
of Sales Order (but before Picking/Shipping) so that Users can
re-configure their Model Items.
3.3.1.9. Line Level Credit Check Enhancement
In Release 12.1.1, the line level credit checking has been
enhanced to pick the order lines within an order such that the
credit exposure of the picked lines is within the credit limit.
3.3.1.10. Post Booking Item Substitution
In Release 12.1.1, Item Substitution functionality support has
been extended to post Booking through Scheduling/re-scheduling in
Sales Order, Quick Sales Order, and Scheduling Order Organizer
forms. Item Substitution functionality is also supported from ASCP
Planners Workbench (loop-back functionality) till the line is
pick-released.
3.3.1.11. Defer Split for Configurations
In Release 12.1.1, order line split for models can be done in
concurrent mode so that users dont have to wait for the split
action to complete. While splitting an order line for
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a configuration, users will have an option to select a checkbox
if its needed to defer the split process. If this option is
selected, then system will submit a concurrent request to split the
order line and in the mean time users can continue with other
activities on the sales order.
3.3.1.12. Internal Requisitions/Internal Sales Order Change
Management
In Release 12.1.1, internal order processing has been enhanced
to offer additional and better-coordinated change management
capabilities. Internal requisition and internal sales order change
management allows the requester or the shipping organization to
change the date, change the quantity, or cancel internal transfer
requests. All of these changes will now be visible throughout
planning, purchasing and order fulfillment. After an internal
requisition has been approved and before the internal sales order
line status disallows any more changes, the requester can ask to
change the internal requisition, which will initiate a reapproval
workflow and log the change history. Once the change request has
been approved, affected users will be notified. Planners will also
be able to change the need-by date or cancel internal requisitions
in the Planner's Workbench. When the shipping organization cancels
or makes changes to the scheduled ship date or quantity on an
internal sales order, those changes will be automatically cascaded
to the internal requisition and visible to planning as well.
Quantity and Schedule Ship/Arrival Date changes on the Internal
Sales Order line will be automatically propagated to the Internal
Requisition and vice versa. Cascading of date is optionally
controlled through a profile POR: Sync up Need by date on IR with
OM
Cancellation of an Internal Sales Order/Line will automatically
cancel the corresponding Internal Requisition/Line and vice
versa.
You will be able to view intercompany invoices for a sales
order, from the quick sales order form.
Youll also be able to create internal sales orders with
different order types. Defaulting rules in order management can be
used to default appropriate internal order types.
The urgent flag on the internal requisition line will flow onto
the internal sales order line as the shipment priority, based on
the profile option POR: Urgent Flag on Int Req maps to Shipping
Priority
Additionally, please refer to the RCD of Purchasing/iProcurement
for more information on this capability.
3.3.1.13. Order Management Productivity Enhancements
In Release 12.1.1, the following new capabilities offer the
ability to increase productivity while entering and managing sales
orders:
The functionality of the quick sales order form has been matched
with the regular sales order form. Mass change and scheduling
organizer capabilities are now available with the Quick Sales
Order.
Mass Change capability in Order Management is also enhanced to
support cascading of order header attribute changes to the order
lines.
Copy capability is enhanced to support copying of orders across
operating units, creating multiple copies of an order in one
operation, copying ship sets and fulfillment sets to new orders.
The copy capability automatically populates the current order
number value, in the Get Header Level info from field, on the
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copy form. There is also a new option, in the copy form, to
directly navigate to the newly created order after the copy
operation.
New attributes for hold source criteria have been introduced.
They are Project, Task, Order type, Line type, Price List, Creation
Date, Created By, Sales Channel, Payment Type, Shipping Method,
Deliver to location, Source Type, Top Model, Option Item, Payment
Term and Order Currency. Also, a single hold source can be used to
apply holds across multiple operating units.
Order header/line workflows, on hold, will automatically
restart, when the hold is released, eliminating the need to
manually progress the workflows. This enhancement is implemented as
an option in holds setup.
High volume order processing (HVOP) capability is enhanced to
support import of orders with taxes and configurations.
Additional support for Try & Buy scenarios. You can,
optionally, update the Customer PO Number on an Order Line even
after it has been ship confirmed, but not invoiced. The updated
Customer PO Number will be printed on the customer Invoice
document, making the reconciliation process for the end customer
smooth and error free. This feature is achieved through the
relaxation of the seeded processing constraint.
A public API has been provided for re-pricing an order.
A new concurrent program for batch re-pricing is introduced with
parameters, which could be submitted and scheduled for repricing
multiple orders/lines.
3.3.1.14. Sales Agreements Enhancements
In Release 12.1.1, a public API to create sales agreements
(a.k.a BSA or blanket sales agreements) is being introduced.
Support for related customers on a sales agreement is also being
introduced. Users can now specify 'Ship to' and 'Bill to' related
customers on a sales agreement.
3.3.1.15. Seeded Return Line Worflows
In Release 12.1.1, two additional order line workflows are
seeded for addressing business requirement of returns without
credit:
Return with Receipt No Credit: Return process which requires
only goods receipt and no receivables credit, can be setup by
attaching this new workflow to the return line type.
Return with Receipt and Approval No Credit: Return process,
which also requires approvals before goods receipt and no
receivables credit, can be setup by attaching this new workflow to
the return line type.
3.3.2. Release 12.1.2
3.3.2.1. AIA Order To Cash 2.5 Enhancements
Order Management has enhanced its integration with Siebel
Customer Relationship Management (CRM) or any third party order
capture solution via Oracles Applications
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Integration Architecture (AIA). This solution will enable orders
from different channels (web storefronts, partners, call centers
etc.) to be captured via a third party order capture solution and
passed to Oracle E-Business Suite for order fulfillment and
billing. Customer service representatives will be able to enter new
orders, monitor order progress and fulfillment and update orders
through Siebel CRM.
This AIA Process Integration Pack (PIP) is responsible for
synchronization of orders between Siebel CRM and Oracle EBS. New
features in version 2.5 of the PIP include:
1) Synchronization of updates made in Siebel to the
corresponding order in Order Management
2) Synchronization of scheduling changes driven within Order
Management (such as schedule date, ship-from warehouse and shipping
method) to the corresponding Siebel order.
3) Configurable synchronization of sales order/line workflow
status updates from Order Management to Siebel
3.3.2.2. Workflow Performance Enhancements
In this release, two new enhancements have been added to Order
Management to better support application performance in high volume
environments.
3.3.2.2.1. Workflow Purge concurrent program Often, users choose
to defer the closure of the Order at the header level until the end
of the month. Consequently, the Sales Order Header workflow will
remain open throughout the month even though that order has been
fulfilled in its entirety. Thus even though corresponding line
workflows can and will close, they will not be eligible for purging
until the header completes as well. This could potentially increase
the load on the Purge Obsolete Workflow Runtime Data concurrent
program during month end. Additionally, the workflow tables remain
unnecessarily loaded throughout the month, largely with closed
lines waiting for headers to get closed.
A new concurrent program, Purge Order Management Workflow, has
been created to facilitate faster and more thorough purging of
Order Management workflows. This program will first attempt to
close stuck order headers and orphaned errored workflow. The
program can then purge child workflows, if they are closed, without
waiting for the parent workflow to complete.
3.3.2.2.2. Support of Workflow bulk APIs to High Volume Order
Processing program
New workflow APIs have been integrated in the High Volume Order
Processing program in order to increase its performance.
3.3.2.3. Supply Chain Web Services Order Management
As part of this enhancement, web services are provided by
exposing business logic contained within Oracle forms through Java
APIs. These web services are cataloged in the Oracle Integration
Repository and can be browsed though Oracle Integration Repository
Browser Interface under respective product family node. By Clicking
on the Business Entity in Integration repository, you can view full
description, list of web
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services for that business entity along with the description of
the web service, whereas description of parameters can be seen from
the XSD definition of the service available via the generated
WSDL.
The following web service is provided for Order Management:
Sales Order: Create Sales Order, Delete Sales Order, Query Sales
Order, Update Sales Order.
3.3.3. Release 12.1.3
3.3.3.1. International Trade Management Adapter Enhancements for
Global Trade Management (GTM)
The International Trade Management adapter has been enhanced for
Global Trade Management to:
Support master data synchronization of items
Support master data synchronization of parties (i.e.
organization, person, etc.)
Send an expanded number of party types
Deliver additional messages/information
New option available in the ITM adapter administration that
specifically enables the use of Oracle Global Trade Management
There is a new parameter Integrated with Global Trade
Management. If this parameter is enabled, EBS will send XML
messages to GTM for party synchronization, order export compliance,
delivery export compliance screening and item synchronization. EBS
will also be able to receive the responses for the order and
delivery export compliances.
3.3.4. Release 12.2
3.3.4.1. Support for Assemble-To-Order (ATO) Items in
Pick-To-Order (PTO) Models and Kits
Currently, while ATO items are supported as
optional/non-mandatory items in PTO models, they are not supported
as included/mandatory items in PTO Models or Kits. In Release 12.2,
ATO items are supported as included/mandatory items in PTO Models
as well as Kits. Thus, ATO items that are identified as
included/mandatory items in the Bill of Materials of the PTO Model
or Kit will have the ATO flag selected and corresponding ATO
attributes populated at the time of sales order line creation.
To enable this functionality, the value selected in the profile
options OM: Allow Standard ATO Items as PTO/Kit Included Components
and BOM: Allow ATO item in a KIT or as mandatory in a PTO Model
should be Yes at the site level.
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3.3.4.2. Order Information Portal (OIP) Enhancements
In Release 12.2, OIP has been enhanced in the following
areas:
Currently, only contacts associated with the Sold To Customer on
the sales order can view and track sales orders through OIP. OIP
has been enhanced to allow contacts associated with the Bill To
Customer on the sales order to view and track sales orders through
OIP.
To enable this functionality, the value selected in the profile
option OM: Order View for External Users based on should be Bill to
Customer at the site level.
External users can subscribe to receive notifications based on
key business events such as Scheduling, Schedule Date Changes and
Shipping. In addition, external users can choose to receive
notifications individually for each sales order or consolidated
across sales orders by setting up preferences in Workflow
mailer.
OIP has been integrated with FND Security to enable rules-based
access to the summary and detail views of sales orders and
deliveries.
Several search parameters have been added. Customer Number has
been added to Simple Search. Customer Number, Invoice Number,
Orders On Hold (Yes/No), Ship To Customer, Bill To Customer and
Deliver To Customer have been added to Advanced Search.
Several display fields have been added to the summary and detail
views of the sales order and delivery.
Fields added to the summary view of the sales order are Hold
Status and Active Holds.
Fields added to the detail view of the sales order header as
well as line are Request Date, Hold Status, Active Holds, Ship To
Customer, Ship To Contact, Bill To Customer, Bill To Contact,
Deliver To Customer and Deliver To Contact. In addition, Install
Base System Names has been added to the detail view of the sales
order line.
Fields added to the detail view of the delivery line are Ship To
Customer, Ship To Contact, Deliver To Customer, Deliver To Contact,
Schedule Ship Date, Schedule Arrival Date and Serial Number.
3.3.4.3. Tax Calculation on Freight Charges
Currently, in Order Management, estimated tax is not calculated
on freight charges associated with the sales order header and
lines. Taxes on freight charges are subsequently calculated in
Account Receivables if the value of the system parameter "Invoice
Freight as Revenue" is set to Yes.
In Release 12.2, estimated taxes on freight charges will also be
calculated and displayed in Order Management if the value of the
system parameter "Invoice Freight as Revenue" is set to Yes. In
addition to the sales order creation screens, calculation of
estimated taxes on freight charges will be supported in the Process
Order API, Order Import and High Volume Order Processing
(HVOP).
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In addition, the profile option OM: Delay Tax Calculation has
been added to allow deferral of tax calculation from the time of
the user entering the sales order line to the time of the user
saving the sales order line.
3.3.4.4. Credit Tolerance for Honoring Manually Released Credit
Check Holds
Currently, orders that have been manually released from credit
check hold may potentially have a credit check hold reapplied if
changes are made to the order.
In Release 12.2, customers can prevent credit check holds from
being reapplied on orders that were previously released from credit
check hold. Reapplication of credit check hold is prevented if the
change in the order amount is within a specified tolerance limit.
The tolerance limit can be specified as an absolute amount or a
percentage of the order amount released from credit check hold.
Tolerance amount and percentage can also be specified together and
the lesser of the two will be considered as the tolerance limit.
The tolerance limit applies only to increases in the order amount.
Decreases in the order amount are always considered to be within
tolerance limits.
However, changes to certain attributes that impact the credit
exposure calculation will retrigger credit checking regardless of
whether changes to the order amount are within the specified
tolerance limit e.g. Bill To Customer is changed. In this event,
the order could potentially have a credit check hold being
reapplied.
To enable this functionality, customers should specify values in
the Tolerance Currency, Amount and/or Percentage fields in Credit
Check Rules.
3.3.4.5. Support for Credit Hold Based on Bill To Customer
Currently, orders are placed on credit hold if the Sold To
Customer is on credit hold. In Release 12.2, customers have the
option to place orders on credit hold if the Bill To Customer is on
credit hold. Additionally, customers can decide to place the order
on credit hold based on the header level Bill To Customer or place
the order lines on credit hold based on the line level Bill To
Customer.
A new system parameter Apply Credit Hold Based On has been
added. Options are Sold To Customer, Header Level Bill To Customer
and Line Level Bill To Customer. The Sold To Customer option is the
default option and retains current functionality.
3.3.4.6. Selling Services Enhancements
In Release 12.2, there are several enhancements related to
ordering service items.
3.3.4.6.1. Support for Subscription Contracts Currently, only
service contracts of type Extended Warranty can be ordered through
Order Management.
In Release 12.2, service contracts of type Subscription Contract
can be ordered as well. Service related attributes such as Start
Date, Period and Duration can be specified for Subscription
Contract. In addition, an Extended Warranty can be attached to a
Subscription Contract.
A new system parameter Default Behavior for Subscription Item on
Order Line has been added. Set the value to Subscription Service
Line to enable this feature.
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3.3.4.6.2. Billing Options for Extended Warranties &
Subscription Contracts Currently, when an Extended Warranty is
invoiced through Order Management, the invoice amount is for the
entire duration of the Extended Warranty. However, in several
cases, customers need the ability to specify that the invoice
amount be billed in multiple installments during the duration of
the Extended Warranty.
In Release 12.2, additional billing options have been introduced
for Extended Warranty and Subscription Contract. The options are as
follows:
Retain the existing behavior of generating an invoice for the
entire duration. Generate the invoice for the first installment
from Order Management and
subsequent installments from Service Contracts. Generate
invoices for all installments from Service Contracts. In this
scenario, Order Management does not generate any invoices.
A new field Service Billing Option has been added to the order
line to identify the appropriate billing option. The value in this
field can be defaulted by Order Management and can be changed by
the user.
In addition, a new field Billing Profile has been added to the
order line to determine the billing frequency and amount. The
Billing Profiles available for selection are maintained in Oracle
Service Contracts.
3.3.4.6.3. Additional Attributes for Extended Warranties &
Subscription Contracts
A new field Service Coverage Template has been added to the
order line. Values can be specified in this field for Extended
Warranty.
A new field Subscription Template has been added to the order
line. Values can be specified in this field for Subscription
Contract.
The values in these fields can be defaulted by Order Management
and can be changed by the user.
3.3.4.6.4. Related Order Information Portal (OIP) Enhancements A
new region Service Details has been added in Order Information
Portal (OIP) to display service related attributes.
The following fields are available in this region: Service Start
Date, Service End Date, Service Duration, Service Period, Coverage
Template, Subscription Template, Billing Option, Billing Profile,
First Period Bill Amount and First Period Bill To Date.
The new region and fields are hidden by default and need to be
enabled for display.
3.3.4.7. Support for Service as Promotional Goods
Currently, only standard items can be defined as promotional
goods in Advanced Pricing.
In Release 12.2, service contracts of type Extended Warranty can
be defined as promotional goods as well. With this new feature, an
Extended Warranty can be automatically added as a discounted order
line that is attached to an eligible product.
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3.3.4.8. User Defined Attributes (UDA)
In Release 12.2, User Defined Attributes have been added in
Order Management. Customers can add several additional fields to
the order header and line.
The User Defined Attributes framework is in addition to the
existing Descriptive Flexfields framework.
In addition, new interface tables and a new concurrent program
"Import User Defined Attributes have been added to import these
attributes.
3.3.4.9. Scheduling Enhancements
In Release 12.2, there are several enhancements related to
scheduling.
3.3.4.9.1. Scheduling of Partially Available Quantity Currently,
during scheduling, if the entire quantity is not available on the
requested date, the order line is automatically scheduled with a
schedule ship date on which the entire order quantity is
available.
In Release 12.2, during scheduling, if only a partial quantity
is available on the requested date, Order Management will split the
order line to schedule the available quantity on the requested date
and schedule the remaining quantity on the available date.
A new system parameter Scheduling Auto Split Criteria has been
added. Select a value other than None to enable this feature.
Please note that this feature is only available for standard
items that are ATP-enabled and not part of a Ship Set, Arrival Set,
Kit or Model.
This feature is supported in Order Import but not in High Volume
Order Processing (HVOP).
3.3.4.9.2. Substitution of Partially Available Quantity
Currently, during scheduling, if the entire quantity for the
ordered item is not available on the requested date but is
available for a substitute item, the entire order line is scheduled
with the substitute item.
In Release 12.2, Order Management will split the line to
schedule the ordered item for the available quantity and schedule
the substitute item for the remaining quantity.
To enable this feature, set the value to With Partial
Substitution in the new system parameter Scheduling Auto Split
Criteria. Set the value to None or With Full Substitution to retain
the existing functionality.
Please note that this feature is only available for standard
items that are ATP-enabled and not part of Ship Set, Arrival Set,
Kit or Model.
This feature is supported in Order Import but not in High Volume
Order Processing (HVOP).
3.3.4.9.3. Additional Controls for the Availability Window
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Currently, when the profile "OM: Auto Schedule" is set to Yes,
the Availability Window is automatically displayed when the user
navigates to the Lines tab of the Sales Order form.
In Release 12.2, it is possible to disable the automatic display
of the Availability Window when the profile "OM: Auto Schedule" is
set to Yes.
A new profile option OM: Pop Up Availability Window has been
added. Set the value to No to disable the automatic display. Set
the value to Yes or leave as blank to retain the existing
functionality.
3.3.4.10. Support for Advanced Catch Weight
In 12.2, there are several enhancements related to Dual
UOM-enabled items in Warehouse-enabled (WMS) organizations. These
enhancements are across several Supply Chain products: Order
Management, Inventory, Shipping and Warehouse Management.
Please refer to the RCDs of these products for additional
information on related enhancements.
Enhancements specific to Order Management are:
3.3.4.10.1. Order Fulfillment based on the Secondary UOM
Currently, on a sales order line, when the Ordered UOM is different
from the Primary UOM of the item, an equivalent quantity in the
Primary UOM is considered for order fulfillment.
In Release 12.2, there is a new option to fulfill the order
based on the equivalent quantity in the Secondary UOM. To enable
this functionality, the value populated in a new field Fulfillment
Base on the order line should be Secondary.
A new profile option OM: Default Fulfillment Base has been
added. Set the value to Yes to enable dynamic fulfillment base
selection capability.
Order Management defaults the value of the Fulfillment Base
field based on the Ordered UOM, Primary UOM and Secondary UOM of
the ordered item. This value is defaulted on the basis of seeded
conditions that determine whether the value in the Fulfillment Base
field should be "Primary" or Secondary". In addition, there is a
custom hook to allow customers to define their own conditions to
determine the Fulfillment Base.
3.3.4.10.2. Related Pricing Enhancements Currently, pricing of
Dual UOM-enabled items is always calculated on the Shipped Quantity
in the Secondary UOM if specified as such in the item
definition.
In Release 12.2, two new pricing options have been introduced to
determine if pricing should be calculated on the Shipped Quantity
in the Ordered UOM or Primary UOM.
3.3.4.10.3. Related Returns (RMA) Enhancements If the original
sales order line is referenced in a return/RMA line, the value of
the Fulfillment Base field will be inherited from original sales
order line.
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If the original sales order line is not referenced, the
Fulfillment Base on the return/RMA line will be determined
independently using the same logic as specified for outbound sales
order lines.
3.3.4.10.4. Related Availability Window Enhancements Several
fields have been added to the Availability Window in the Ordered
Item and Substitute Item tabs.
The new fields are: Primary UOM, On Hand Ordered Quantity and
Ordered Quantity Reservable. The On Hand Ordered Quantity and
Ordered Quantity Reservable fields display results in the Ordered
UOM by converting from the available Primary UOM or Secondary UOM
quantity depending on the value in the Fulfillment Base field.
3.3.4.11. Integration with Oracle Approvals Management (AME)
Currently, the list of approvers for the transactions requiring
approval is a pre-determined list.
In Release 12.2, Order Management has been integrated with
Oracle Approval Management to leverage the robust capabilities of
the approval rules engine to dynamically determine the list of
approvers for Quotes, Sales Agreements and Returns (RMA).
A new option Use Approvals Management Engine has been added to
the Transaction Types form. Select this option to use this feature
for specific transaction types.
For the transaction types with the Use Approvals Management
Engine option selected and appropriate workflow processes assigned,
the list of approvers will be determined by Approval Management
based on the rules defined for the specific entity (Quotes, Sales
Agreements and Returns (RMA). The seeded workflows that support
this functionality are Order Flow - Mixed or Return with Approval
(for RMAs) and Negotiation Flow - Generic with Approval for Quotes
and Sales Agreements.
With AME, the list of approvers is dynamically generated based
on attribute values, conditions, approval types and approval
groups. Several attributes have been seeded in Approval Management
for defining rules for these entities (Quotes, Sales Agreements and
Returns (RMA). In addition to the seeded attributes, customers can
define additional attributes for use in rule definition.
3.3.4.12. Credit Card Authorization Reversal
Currently, for an order/ line with credit card payments, Order
Management authorizes the credit for the order/line amount and
re-validates the availability of a valid authorization on the
order/line during the order/line lifecycle.
In Release 12.2, an option to reverse the prior authorization
and execute a new authorization when there are changes to the
order/line has been added.
In addition, customers can choose various options related to
credit card authorization reversal and re-authorization based on
changes to the order/line. The options are:
Reverse the authorization and re-authorize immediately. Defer
the reversal of the authorization and re-authorization to specific
events
such as picking, shipping and fulfillment.
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Place the order/line on hold.
For orders/lines on hold, reversal of the authorization and
re-authorization can be initiated by the Process Payments action or
running the Process Pending Payments concurrent program. A new
system parameter "Reversal of Credit Card Authorization and
Re-authorization" and a new option Reversal of Credit Card
Authorization and Re-authorization" in the Transaction Types form
have been added.
3.3.4.13. Additional Business Events
In Release 12.2, several business events have been added.
The oracle.apps.ont.oip.statuschange.update business event is
invoked during the following changes in the order/line: Booking,
Scheduling, Schedule Ship Date Change, Shipping, Fulfillment,
Invoicing, Customer Acceptance and Closing.
The oracle.apps.ont.hold.action business event is invoked when a
hold on an order/line is placed and released.
The oracle.apps.ont.oip.processfailure.update business event is
invoked when order booking fails.
A new profile option OM: Raise Status Change Business Event has
been added. Set the value to Yes to enable this feature.
Please note that the new business events are available in
Release 12.1.3 as well.
3.3.4.14. Order Management Productivity Enhancements
In Release 12.2, the following new capabilities offer the
ability to increase productivity while entering and managing sales
orders:
3.3.4.14.1. Additional Hold Source Attributes In Release 12.2,
Customer Number has been added as an additional hold source for
creating order header level holds. Item Category, End Customer and
End Customer Number have been added as additional hold sources for
creating order line level holds.
3.3.4.14.2. Specify Recipient/Role for Credit Check Hold
Notifications Currently, if credit check hold notifications are
enabled, notifications for sales orders placed on credit check hold
are sent to the user who created that particular sales order.
However, this user may not necessarily be authorized to release the
sales order from credit check hold. A new profile option, OM:
Credit Check Notification Recipient, allows customers to specify
the user or role assigned to users who will receive notifications
when sales orders are placed on credit check hold.
3.3.4.14.3. Allow Users with View-Only Access to Apply/Release
Order Holds Currently, only users with the ability to edit the
sales order can apply/release an order hold. Users with view-only
access to sales orders cannot apply/release order holds even if
they are authorized to do so. In Release 12.2, users with view-only
access can also apply/release order holds assuming that they are
authorized to do so.
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3.3.4.14.4. Allow Users with Ability to Apply Holds to Search by
Hold Name Currently, only users with the ability to release holds
can search for sales orders by hold name. In Release 12.2, users
with the ability to apply but not release holds can also search for
sales orders by hold name.
3.3.4.14.5. Consistency in Display of Credit Hold Flag after
Customer Merge Currently, when customers are merged, the target
customer inherits credit holds from merged customers at the Account
and Bill-To site levels. Although Order Management continues to
apply holds for the target customer that are inherited from the
merged customers, the credit hold flag for inherited credit holds
is not displayed as selected when viewed in customer detail. In
Release 12.2., this inconsistency has been addressed and inherited
credit holds will be displayed as selected in the customer detail
screen.
3.3.4.14.6. Additional Defaulting Attribute for Intermediate
Ship To Org In Release 12.2, Intermediate Ship to Org at the order
line level has been added as an additional attribute for defaulting
in the defaulting rules framework. Customers can setup defaulting
rules for Intermediate Ship to Org based on defaulting source type
of "Constant "or "PL/SQL".
3.3.4.14.7. Ability to Search Orders by PO Release Number
Currently, drop-ship orders can be searched by "Related PO Number"
in Order Organizer and Quick Order Organizer. In the case of
Blanket Purchase Orders, there could potentially be several Blanket
Releases. In Release 12.2, a new search parameter PO Release Number
has been added.
If a value is specified in the Related PO Number parameter, the
PO Release Number parameter will list all related Blanket Releases
and these two parameters can be used together to search drop-ship
orders.
3.3.4.14.8. Automatic Creation of Ship Sets Based on Warehouse
Currently, if the profile option OM: Assign New Set For Each Line
is set to "No" and the Line Set value in the order header is Ship,
Order Management ensures that all lines in a ship set are shipped
from the same warehouse.
In Release 12.2, this functionality is extended by giving
customers the option to automatically create new ship sets for each
warehouse in an order.
To enable this functionality, a new system parameter Assign New
Ship Set for Each Warehouse has been added and the value should be
set to Yes.
3.3.4.14.9. Reassignment of Drop-Ship Orders Created by Inactive
Users In Release 12.2, a new system parameter "Requestor For Drop
Ship Orders Created By Inactive Users has been added. For drop-ship
orders, in the event that the user who created the original sales
order is no longer an active user, the user specified in this
system parameter will be passed to Purchasing when the Purchase
Release process is initiated.
3.3.4.14.10. Copy Automatic Attachments When User Splits Line
Currently, when the user splits a line, manual attachments are
copied to the newly created line but automatic attachments are not
copied to the newly created line.
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In Release 12.2, if there is no change in the Ship To Address
during the split, automatic attachments, along with any
modifications, will be copied over to the newly created line. If
there is a change in the Ship To Address, automatic attachments
will be reapplied to the newly created line based on automatic
attachment rules.
To enable this feature, the value in the existing profile option
"OM: Apply Automatic Attachments" should be set to Yes. There is no
change in the existing behavior when the value in this profile
option is set to No.
Please note that there is no change to the behavior of manual
attachments when the user splits the line or the behavior of manual
and automatic attachments when the system splits the line.
3.3.4.14.11. Ability to View Shippable Lines Only in a
Configuration Currently, in the sales order form, when the "Show
Line Details" option is selected in the Tools menu, details of the
configuration such as options, classes and included items are
displayed in the line Summary tab.
In Release12.2, there is an additional option to display only
the shippable lines of a configuration when the "Show Line Details"
option is selected. To enable this new feature, a new option "Show
Shippable Lines Only" has been added to the Tools menu.
3.3.4.14.12. Option for Cost of Goods Sold (COGS) Account
derivation in Returns (RMA)
Currently, when advanced accounting is not used for an
intercompany sales order, the COGS account for a return/RMA line
that references the original sales order line is derived from the
referenced order line.
In Release 12.2, customers have the option to derive the COGS
account from the attributes of the return/RMA line rather than the
referenced sales order line.
A new system parameter Source Line for deriving COGS account on
referenced RMA" has been added. Set the value to "Return Line to be
used as Source" to enable this feature. Set the value to
"Referenced Sales Line to be used as Source" to retain the existing
functionality.
3.3.4.14.13. Serial Item Support in Workflow "Bill Only with
Inventory Interface"
In Release 12.2, in addition to current support for lot and
revision Items, serial controlled items are also supported by the
Bill Only with Inventory Interface workflow. As a prerequisite,
users have to create reservations against serial number(s) in the
Reservation Details form.
3.3.4.14.14. Performance Improvement in Order Organizer In
Release 12.2, performance of order and order line search in Order
Organizer and Quick Order Organizer has been improved by populating
the matching orders in a Global Temporary Table.
3.3.4.14.15. Performance Improvement in Schedule Orders
Concurrent Program
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Currently, at the time of scheduling orders through the Schedule
Orders concurrent program with scheduling mode "Lines at Eligible
Activity", two records are inserted in the workflow activity status
history table for each line that meets the criteria defined by the
program parameters but is also on Line Scheduling workflow activity
hold.
In Release 12.2, performance is improved by filtering out lines
on a Line Scheduling activity hold and thereby reducing the number
of records inserted into the workflow activity status history
table.
3.3.4.14.16. Audit History Purge Enhancement In Release 12.2,
the existing "Order Purge" concurrent program has been enhanced to
include the related data from the audit history table when purging
sales orders. In addition, a SQL Script is available to purge
records present in the audit history table for previously purged
orders.
3.3.4.14.17. Increase in Size of Freight Carrier Name Field In
Release 12.2, the maximum length of the Freight Carrier field in
the Additional Line Information window has been increased from 30
to 360 characters.
3.3.5. Release 12.2.3
3.3.5.1. Support for Online Mode for Line Level Credit
Checking
In Release 12.2.3, line level credit checking has been enhanced
to support online mode in addition to pre-calculated mode. In
addition, party/party hierarchy level credit checking is supported
in online mode for line level credit checking.
3.3.5.2. Consider Assemble To Order Flag at Warehouse Level
Currently, Order Management considers an item as an ATO item if
the Assemble To Order flag is selected in the item master of the
item validation organization.
In Release 12.2.3, Order Management will consider the Assemble
To Order flag from the shipping warehouse instead of the item
validation organization if the value in the new system parameter
Honor ATO Item setup at warehouse level is Yes.
Please note that this feature is only available for ATO items
(standalone, part of a Kit/PTO Model or part of a ship set/arrival
set) and not for ATO Models.
3.3.5.3. Scheduling Enhancements
In Release 12.2.3, there are several enhancements related to
scheduling.
3.3.5.3.1. Enhanced Support for Line Sets in the Schedule Orders
Concurrent Program
In Release 12.2.3:
When the system parameter "OM: Auto Schedule Sets" is set to
"No" Sales order lines in a Ship/Arrival set are at the "Schedule
Eligible"
activity
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When scheduled through the Schedule Orders concurrent program,
all the lines in a Ship/Arrival set will be progressed together
beyond the Scheduling activity if scheduling is successful.
3.3.5.3.2. Enhancements in the Reserve Orders Concurrent Program
In Release 12.2.3, the Reserve Orders concurrent program has been
enhanced to allow users to specify Subinventory, Lot Number and
Revision Number as additional parameters.
When the concurrent program is executed with a specified
Subinventory, reservations will be created for qualifying sales
order lines (those without a prior reservation and a subinventory
specified on the order line) against the specified
Subinventory.
If Item and Subinventory are specified in the program
parameters, Lot Number can also be specified in the program
parameters to create reservations against a specific Subinventory
and Lot Number.
If Item and Warehouse are specified in the program parameters,
Revision Number can also be specified in the program parameters to
create reservations against a specific Revision Number.
In addition, if the Reserve Orders concurrent program is
executed by specifying an "Order By" parameter, the program will
consider that parameter irrespective of the subinventory on the
order line.
If multiple lines have the same precedence based on the Order By
parameter, lines with earlier creation date will be given
precedence.
3.3.5.3.3. Prevent Bill Only Lines in Ship /Arrival Set In
Release 12.2.3, there is a new option to prevent adding sales order
lines with Bill Only workflows to a Ship/Arrival set. To enable
this functionality, a new option Bill Only Flow has been added to
the Transaction Types form to identify lines with a Bill Only
workflow.
3.3.5.4. Order Management Productivity Enhancements
In Release 12.2.3, the following new capabilities offer the
ability to increase productivity while entering and managing sales
orders:
3.3.5.4.1. Automatic Creation of Modifiers for a Referenced
Return/RMA Line In Release 12.2.3:
When a referenced return/RMA line is created with pricing option
"At Original Selling Price"
There is a difference between the list price and selling price
on the source order line
There is no modifier on the source order line to account for the
difference between the list and selling price
Order Management will automatically create a modifier on the
referenced return/RMA line to account for the difference between
the list and selling price.
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To enable this functionality, specify a value in the new profile
option OM: Price Adjustment Modifier for reference RMA. The
modifier specified in this profile option should be a line level,
manual, over-rideable, amount-based discount/surcharge modifier
that is globally applicable and not associated with a specific
currency.
If there is no value specified in this profile option, there is
no change in the existing behavior where the selling price on the
RMA line will be calculated by the pricing engine as of the current
date.
3.3.5.4.2. Override ATP Flag in Mass Change Form In Release
12.2.3, the Override ATP flag has been added to the Shipping tab of
the Mass Change form to allow users to select multiple lines and
Override ATP by entering a Schedule/Arrival Date for the selected
lines.
The new flag is a folder enabled field and is available on the
Mass Change form when invoked from Sales Order, Order Organizer and
Scheduling Organizer.
3.3.5.4.3. Additional Details in RMA Approval Notification and
Order Information Portal (OIP)
In Release 12.2.3, the notification that is sent to approvers of
an RMA will display order details. The following details for the
first five open return/RMA lines will be displayed in the
notification:
Header Level: Order Number, Order Date, Customer and Currency
Line Level: Line Number, Item Number, Return Item UOM, Return
Item
Quantity, Return Item Unit Price, Return Reason, Order Reference
and Invoice Reference
In addition, there will be a new link Additional Order Details
in the notification. This link will allow the user to view
additional information in Order Information Portal (OIP) for the
approver to view more details of the order.
The Line Details page in OIP has been enhanced to display
addition information for return lines. The new fields are: Return
Reason, Return Order Reference, Return Order Line Reference, Return
Invoice Reference and Return Invoice Line Reference.
The new fields are hidden by default and need to be enabled for
display.
3.3.5.4.4. Response Notes in Approval Rejection Notification for
Quotes In Release 12.2.3, the notification that is generated when a
quote is rejected by an approver will include the Response Notes
entered by the approver.
3.3.5.4.5. Booked Date Field in Sales Orders Forms In Release
12.2.3, a new folder enabled field Booked Date is available as a
display-only field in order entry forms (Standard and Quick Sales
Order) and search results (Order and Quick Order Organizer).
In addition, Book Date From and Book Date To have been added as
search parameters in Order and Quick Order Organizer.
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3.4. Oracle Shipping
3.4.1. Release 12.1.1
3.4.1.1. Defer Planned Shipment Interface
The Planned Shipment Interface program processes the
transportation plan information passed to Oracle Shipping by Oracle
Transportation Management. Companies will now have the option to
defer running this interface, in addition to the current ability to
interface the information real-time. High volumes of deliveries or
frequent updates to deliveries are potential scenarios when
deferring the interface and running it periodically may improve
overall system performance.
3.4.1.2. Allow Incremental Shipments for Over-shipment and
Under-shipment Tolerances
On the sales order line, an under-shipment and/or over-shipment
tolerance may be specified to track the minimum acceptable quantity
and the maximum acceptable quantity, which may be shipped relative
to the ordered quantity. This business practice is quite prevalent
in industries with variable yields or for indivisible goods (e.g.
steel ingots). When an over-shipment tolerance is specified on a
sales order line, the line will be available to ship confirm until
the over-ship tolerance is reached. When an under-shipment
tolerance is specified on a sales order line, the line will be
available to ship confirm until the ordered quantity. If under-ship
and over-ship tolerances are being used together, the line will be
available to ship confirm until the over-ship tolerance is
reached.
3.4.2. Release 12.1.3
3.4.2.1. Fulfillment Batches for Distributed Warehouse
Management System
Delivery details can now be grouped into fulfillment batches
based on the criteria selected in the 'Create Shipment Batches for
Fulfillment' concurrent program. The fulfillment batches can then
be sent as a shipment request to the Distributed Warehouse
Management Systems (e.g. Oracle EBS WMS deployed in Distributed/LSP
Mode) for execution. The Distributed Warehouse Management System
will need to send the shipment advice once the shipment request is
processed and executed.
This enhancement also provides the ability to create and ship
confirm the shipments based on the shipment advice received from
the Distributed Warehouse Management System.
Out of the box, the ODI maps allow the shipment request batches
to be sent to Oracle EBS Distributed WMS. The shipment request
output can also be used by any 3rd party Distributed Warehouse
Management System / Logistics Service Provider system.
3.4.3. Release 12.2
3.4.3.1. Integration to 3PLs or 3rd Party Distributed Warehouse
Management System
Companies who run their warehousing activities internally on a
distributed WMS or outsource their warehousing activities to a 3rd
Party Logistics provider (3PL) can now
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send a Shipment Request and receive a Shipment Advice via the
XML Gateway. By using Fulfillment Batches companies can communicate
Shipment Requests without being required to create deliveries on
the Host instance.
3.5. Oracle Supply Chain Event Management New Product
3.5.1. Release 12.1.3 +
Oracle Supply Chain Event Management (SCEM) is a brand new
Oracle Fusion Middleware based solution available in Release
12.1.3, that provides visibility to events in every link across the
extended supply chain. SCEM can correlate various critical events
originating in multitier supply chain and raise real time alerts
and notifications. Alerts and notifications are displayed on flow
monitoring Business Activity Monitoring (BAM) dashboards and are
also sent as emails to appropriate users.
SCEM can track all heterogeneous systems in real-time to spot
potential problem early enabling timely response even before
exceptions occur. Event routers pick up relevant events from
external event sources like B2B messages and other enterprise
applications Business rules are evaluated and abnormal events are
quickly identified to the user. With comprehensive correlated event
tracking, SCEM facilitates faster decision making and information
driven collaboration with customers and partners.
SCEM provides ready to use master templates for Order
Fulfillment and Spare Parts Order flows. These built-in templates
track sales order fulfillment right from order creation through
shipping and closure. In case of spare parts order flow even the
original Service Request and accompanying task is tracked along
with the spare parts order. These templates can additionally be
extended to meet unique requirements, like adding a new event to be
monitored or adding a new source application to the flow. The
solution also includes a JDeveloper extension for building
monitoring applications from the ground up. SCEM solution is fully
integrated with Oracle E-Business suite hence enables rapid
deployment of shipped master templates.
This feature is forward-ported to 12.2.3
3.6. Oracle Order Management Extensions for Oracle Endeca - New
Product
3.6.1. Release 12.1.3.4
Oracle Order Management Extensions for Oracle Endeca is
available through the Information Discovery tab in Order
Information Portal (OIP). There are three sub-tabs/pages: Open
Orders, Closed Orders and Returns.
Oracle E-Business Suite Order Management Extensions for Endeca
empowers order fulfillment managers, supply chain analysts and
business users with the ability to identify and process delayed
orders thereby reducing fulfillment time, maximizing revenue and
ensuring customer satisfaction. In addition, users can analyze
product returns to eliminate them in the future and avoid lost
revenue.
Key Features & Benefits: Search and process delayed
orders
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Key metrics of projected fulfillment delays, associated order
value and number of orders
Analyze product returns Wide range of parameters for
multi-faceted analysis of orders and returns Search on unstructured
order information including attachments and descriptive
flexfields Fully integrated with Oracle E-Business Suite
3.1. Oracle Installed Base Extensions for Oracle Endeca New
Product
3.1.1. Overview
Getting to know the answers to questions like what products do
my customers own and where are they located? is important for
organizations to plan better upsell / cross-sell campaigns and
service delivery. Tracking and Managing customer products
information is a critical function that improves efficiency in
after-sales support and service for Installed Base products.
Oracle Installed Base Extensions for Oracle Endeca allows users
to track and manage customer products effectively with the
objective to improve cross-sell/up-sell opportunities and
after-sales service offerings. EBS application users performing
business roles of Sales Manager / Service Manager can get the
following benefits
Ability to plan Sales / Service campaigns Identify top customers
and top selling products Manage product configuration effectively
Access customer installed base details in real-time
3.1.2. Release 12.1.3.4
3.1.2.1. Search by Extended Product Attributes
This feature provides useful capability to Installed Base users
to lookup products by their characteristics or usage. By using this
feature, customers can execute search based on Extended or
Additional attribute names or values that are associated to a
product.
3.1.2.2. Execute Related Products Search
This feature in Installed Base Endeca guided navigation is based
on the Item Relationships such as Up-Sell Product and Cross-Sell
product defined between Items. This enables users to search for
target products for prospective Up-Sell or Cross-Sell sales
campaigns.
3.1.2.3. Improved Drill-down to Product Configuration
Model-Components relationship between Item Instances or product
hierarchy can be identified easier with Endeca search parameter Top
Model. This will allow users to quickly find out all components in
a hierarchy and to identify impacted products effectively in a
re-call/replacement scenario.
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3.1.2.4. Identify Installed Base by Geography
Endeca extension for Installed Base lets users to view and
lookup the customer products that are located in a particular
geography like Country/State etc., This broadened search feature
allows users to get a consolidated view of product profiles in a
geographic region and utilize that information in after-sale
activities like service planning, delivery and deployment.
3.1.2.5. Track Customer Product Metrics
Metrics on the Installed Base data such as Number of Customer
Products Installed and Average Age of the products provide insights
into critical products and their condition. These tracking metrics
will help an organization to pursue new sales opportunities or
Upgrade actions for customer owned products
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4. New and Changed Features in Contracts
4.1. Oracle Sales Contracts
4.1.1. Release 12.1.1
4.1.1.1. Secure Enterprise Search
Oracle Sales Contracts as well as Repository Contract now
leverage Oracles Secure Enterprise Search to better search for
structured and unstructured data on sales contracts. Business and
legal users can now perform full-text queries in conjunction with
structured data queries. Secure Enterprise Search is leveraged to
search by keyword in important contract attributes, structured
terms in the contract and attached documents. Applying additional
contract attributes such as contract number, contract name,
supplier/customer/party name, contract status, start date, and end
date further refine the search.
4.1.1.2. Structured Terms Authoring for Repository Contracts
Repository Contracts enable customers to easily manage all their
contracts online. It provides basic contract management
capabilities and global, secure visibility to key stakeholders.
Repository Contracts is available as a part of Oracle Sales
Contracts and/or Oracle Procurement Contracts.
In Release 12, users created Repository Contracts by capturing
key attributes about the contract (like contract party, dates,
amount, etc.) and managed the document files associated with the
contract. Users could also track key deliverables and contract
expiry. With Release 12.1.1, users can now author structured terms
and conditions while creating a Repository contract. These terms
are based on standard templates, clauses, and policies that are
defined in the contract terms library. Users can also use the
Contract Expert feature to bring in additional clauses that may be
required based on the business terms of the particular contract.
The contract can then be printed for signature, or exported to
Microsoft Word for redlining/collaboration with the external party.
The deviations report functionality will provide a quick overview
of all policy violations in the contract.
Structured terms authoring promotes standards based contract
authoring and reduces the overall time-to-contract. Risk associated
with non-standard contracts is also mitigated by ensuring approvers
have visibility to all policy violations.
4.1.2. Release 12.1.2
4.1.2.1. Author Individual Clauses in Microsoft Word
Legal clauses are typically managed in Word documents.
Organizations using Oracle E-Business Suite for their enterprise
contract management need to be able to create and update clauses
using a rich text editor such as Microsoft Word. With 12.1.2, users
can directly create and edit the clauses in Microsoft Word
leveraging additional formatting features. Importing clause text
from Microsoft Word and exporting clause text to Microsoft Word for
edit have been incorporated into both the Contract Terms Library
and the contract authoring flow.
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The following formats will be preserved as defined in Microsoft
Word:
Bold, italic, text color, and underlines Standard bullets
available in Word Numbering schemes (roman numerals, alphabets,
numbers) and their indents,
including hanging indents List items with non-numbered text
between them Indent and tabs (Tab spacing/width is determined based
on style sheet
information) Line spacing Text alignment (left, right, and
center justification) Table formatting Hyperlinks, page breaks, and
symbols defined in Unicode
This feature requires Microsoft Word Professional 2003 or
2007.
4.1.3. Release 12.1.3+
4.1.3.1. Templates, Rules, Questions and Constants APIs
Importing and updating templates, rules, questions, and
constants from external systems is supported using APIs. There are
separate APIs for:
Templates Rules Questions Constants
4.1.3.2. Contract Terms and Conditions Migration API
The procedures in the Contract Terms and Conditions Migration
API are used to apply templates to a document. Users can add
clauses and sections to the document. In addition, attaching a
document as the primary contract document is also possible.
4.1.3.3. Contract Expert Enhancements
The following enhancements have been made to Contract Expert
which supports automation of the contract drafting process:
Now it is possible to specify if the clause suggested by
Contract Expert is mandatory or not at the rule definition level.
If this is empty, template level setup will be used to determine
whether a Contract Expert suggested clause should be added as
mandatory or optional.
Users can specify based on attributes of the document which
section a clause should be automatically added to by Contract
Expert. In the clause creation flow, the user can specify a
variable name which is an attribute of the document, for example
the document format value for printing (see below). The user can
now specify different sections for different values of that
variable (example Section A for value UCF, etc.). When the clause
is added to the document by the Contract Expert, the clause will
get added to the section based on the value of the variable of the
document.
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A new rules infrastructure, the Contract Rules Evaluation
Engine, is now available to support customers requiring high
performance from the Contract Expert feature. A new profile option
OKC: Use Contracts Rules Engine will control whether the new
Contract Rules Evaluation Engine or the original Oracle
Configurator rules engine will be used. This is applicable for both
rules activation and runtime of the Contract Expert feature. This
feature is forward-ported to 12.2.2.
4.1.3.4. Enhancements MS Word Synchronization
Often it is convenient during negotiation and redlining to edit
the contract offline in a word processor. Contract administrators
or legal will download the contract into Microsoft Word for
redlining and collaboration and upload the changes made. MS Word
Synchronization is now available for contracts having clauses which
were originally authored in MS Word and imported. This feature is
forward-ported to 12.2.2.
4.1.3.5. Apply Multiple Templates to a Sales Document
Previously the system allowed the user to apply only one sales
contracts template to the sales document. The user could change the
template if needed. However, often an organization may have
multiple templates which need to be applied to a document. This new
feature allows the user to select and apply multiple templates to
the document. All the clauses from the new templates flow into the
document. The user can also view the different templates that have
been added to any document.
4.1.3.6. Multi Row Variables
Users can create user defined manual variables that are tables
containing one row per line or multiple rows. Contract Preview will
print the variable values according to the layout defined for the
variable. These variables are not available for Contract Expert
Rules. One example of how multi row variables can be used is that
users can create dependent variables and then integrate those
variables to user-defined attributes.
4.1.3.7. Deviation Report for Repository Contracts
Deviation Reporting is now available for Repository Contracts,
both as a download and attached to approval notification. Standard
terms may be modified during contract negotiations, resulting in
deviations from company standard policies. For example, a company
may require special approvals for refund terms beyond thirty days.
Deviations in standard terms are also reported in addition to
clause deviations to ensure proper visibility during review and
approvals. Business practice organizations can setup these policy
rules and enforce them across the enterprise. The rules can be
based on user-defined variables or responses to other questions
asked during the contract authoring process. These deviations are
reported together with other clause deviations in a single report
that can be included for approvals. For each deviation, the report
also includes
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information on what the standard values should be, and any
additional approvals that may be required. This feature is
forward-ported to 12.2.2.
4.1.3.8. Clause Analysis for Repository Contracts
Clause Analysis is now available for Repository Contracts. Legal
or Finance may want to quickly identify all existing contracts that
use a certain language that is considered risky to accurately
determine risk exposure. Analyzing the contract language may also
help in revising existing standards to streamline future contract
negotiations or reduce risk. For example, companies can identify
the clauses that have been modified the most, and either revise
them to be compliant with industry standards or enforce tighter
controls to avoid such modifications. Users can search for all
contracts where certain clauses are used, or have been modified.
The search can be narrowed using various criteria like contracts
with a specific customer, contracts above a certain amount, or
contracts authored using a specific template. Information on the
number of times a certain clause has been used or modified is also
provided as part of the results. The results can be summarized by
clause type or clause title and exported to Microsoft Excel for
further analysis. This feature is forward-ported to 12.2.2.