RCD - Order Management R12.1 & 12.2

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: March 26, 2014

Version: 1.6 Copyright 2014 Oracle Corporation All Rights Reserved

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

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii

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

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii

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 4.2.2.3. Mass Update Tool 33 4.2.2.4. Prevent Deletion of Line/Subline during Contracts Renewal 33 4.2.2.5. Carry Over Self-Service Decline Code onto Service Contract Cancellation Reason 34 4.2.2.6. Revalue Contract during Change in Currency 34 4.2.2.7. Specify Cc E-mail Addresses during Quote and Reminders 34 4.2.2.8. Selective Update of Warranty Contracts upon IB Transfer of Ownership 34 4.2.2.9. Reprice on Renewal Consolidation 34 4.2.2.10. Flexible Invoice Text Defaulting 34 4.2.2.11. Service Contracts Usability Enhancements 34

4.2.3. Release 12.2 35 4.2.3.1. Solution Ordering 35

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv

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.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 1

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+.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 2

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.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Advanced Pricing 3

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.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Configurator 4

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

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 5

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.


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


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


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


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


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.


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).


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.


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.


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


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.


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.


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.


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.


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.


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


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


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.


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.


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.


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

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Shipping 24

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

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Supply Chain Event Management New Product 25

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.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Installed Base Extensions for Oracle Endeca New Product 26

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.


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


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

Documents

RCD - Order Management R12.1 & 12.2