ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT

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1 ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT Order Management and Contracts Releases 12.1 and 12.2 (inclusive of ) Prepared by EBS Product Management & Strategy Last Updated: March 26, 2014 Version: 1.6 Copyright 2014 Oracle Corporation All Rights Reserved

2 Table of Contents 1. Disclaimer 1 2. Introduction Purpose of Document 2 3. New and Changed Features in Order Management Oracle Advanced Pricing Release Formula for Price Break Lines Based on Unit Price Application Method Release Pricing Engine Performance Enhancements Purchasing Order Pricing Enhancements Release Service Item Support in Promotional Modifiers Support of Non-Continuous Price Breaks Oracle Configurator Overview: Fusion Configurator Engine Release Numeric Handling Improved Defaulting Auto-instantiation Auto-completion Oracle Order Management Release Item Orderability Credit Over-shipped Quantity for Referenced RMA Support Decimal Quantity in BSA UI Improved Install Base Search While Ordering Services Delayed Scheduling Enhanced Workflow Activity Hold Customer PO-based Search in Scheduling Organizer Visibility to Latest Configuration Till Picking Line Level Credit Check Enhancement Post Booking Item Substitution Defer Split for Configurations Internal Requisitions/Internal Sales Order Change Management Order Management Productivity Enhancements Sales Agreements Enhancements Seeded Return Line Worflows Release AIA Order To Cash 2.5 Enhancements Workflow Performance Enhancements Supply Chain Web Services Order Management Release Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii

3 International Trade Management Adapter Enhancements for Global Trade Management (GTM) Release Support for Assemble-To-Order (ATO) Items in Pick-To-Order (PTO) Models and Kits Order Information Portal (OIP) Enhancements Tax Calculation on Freight Charges Credit Tolerance for Honoring Manually Released Credit Check Holds Support for Credit Hold Based on Bill To Customer Selling Services Enhancements Support for Service as Promotional Goods User Defined Attributes (UDA) Scheduling Enhancements Support for Advanced Catch Weight Integration with Oracle Approvals Management (AME) Credit Card Authorization Reversal Additional Business Events Order Management Productivity Enhancements Release Support for Online Mode for Line Level Credit Checking Consider Assemble To Order Flag at Warehouse Level Scheduling Enhancements Order Management Productivity Enhancements Oracle Shipping Release Defer Planned Shipment Interface Allow Incremental Shipments for Over-shipment and Under-shipment Tolerances Release Fulfillment Batches for Distributed Warehouse Management System Release Integration to 3PLs or 3 rd Party Distributed Warehouse Management System Oracle Supply Chain Event Management New Product Release Oracle Order Management Extensions for Oracle Endeca - New Product Release Oracle Installed Base Extensions for Oracle Endeca New Product Overview Release Search by Extended Product Attributes Execute Related Products Search Improved Drill-down to Product Configuration Identify Installed Base by Geography Track Customer Product Metrics New and Changed Features in Contracts Oracle Sales Contracts Release Secure Enterprise Search Structured Terms Authoring for Repository Contracts Release Author Individual Clauses in Microsoft Word Release Templates, Rules, Questions and Constants APIs Contract Terms and Conditions Migration API Contract Expert Enhancements Enhancements MS Word Synchronization Apply Multiple Templates to a Sales Document Multi Row Variables 30 Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii

4 Deviation Report for Repository Contracts Clause Analysis for Repository Contracts Contract Usability Enhancements Release Repository Contracts Enhancements UDA support for Deliverables MS Word 2010 Certification Oracle Service Contracts Release Service Contract Import Program Release Service Contract Renewal Performance Enhancements Performance Enhancements to Main Billing Program for Usage Contracts Mass Update Tool Prevent Deletion of Line/Subline during Contracts Renewal Carry Over Self-Service Decline Code onto Service Contract Cancellation Reason Revalue Contract during Change in Currency Specify Cc Addresses during Quote and Reminders Selective Update of Warranty Contracts upon IB Transfer of Ownership Reprice on Renewal Consolidation Flexible Invoice Text Defaulting Service Contracts Usability Enhancements Release Solution Ordering 35 Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv

5 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

6 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 through 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 Features released in an off-cycle patch have a special designation for example, a feature released after , but before , is designated as Release Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 2

7 3. New and Changed Features in Order Management 3.1. Oracle Advanced Pricing Release 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 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 Release 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 onetime 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 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

8 Release 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 Oracle Configurator 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, it s an overhead for manufacturers to package based on user s order. For these orders, manufacturers don t 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 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

9 Release 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 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 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 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 Oracle Order Management Release 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

10 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 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 RMA s based on shipped quantities, especially in the case of over-shipments, in addition to the current provision based on ordered quantities. In Release , 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 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 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 , 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 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 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. Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 6

11 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 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 , the hold gets applied only on valid records, which have either not reached that specific workflow activity or not in the completed status 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 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 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 , '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 Line Level Credit Check Enhancement In Release , 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 Post Booking Item Substitution In Release , 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 Planner s Workbench (loop-back functionality) till the line is pick-released Defer Split for Configurations In Release , order line split for models can be done in concurrent mode so that users don t have to wait for the split action to complete. While splitting an order line for Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 7

12 a configuration, users will have an option to select a checkbox if it s 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 Internal Requisitions/Internal Sales Order Change Management In Release , 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. You ll 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 Order Management Productivity Enhancements In Release , 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 Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 8

13 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 Sales Agreements Enhancements In Release , 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 Seeded Return Line Worflows In Release , two additional order line workflows are seeded for addressing business requirement of returns without credit: Release 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 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 Oracle s Applications Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 9

14 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 Workflow Performance Enhancements In this release, two new enhancements have been added to Order Management to better support application performance in high volume environments 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 Support of Workflow bulk APIs to High Volume Order Processing program New workflow API s have been integrated in the High Volume Order Processing program in order to increase its performance 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 Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 10

15 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 Release International Trade Management Adapter Enhancements for Global Trade Management (GTM) The International Trade Management adapter has been enhanced for Global Trade Management to: Release 12.2 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 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. Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 11

16 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 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). Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 12

17 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 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 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 Selling Services Enhancements In Release 12.2, there are several enhancements related to ordering service items 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. Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 13

18 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 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 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 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. Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 14

19 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 Scheduling Enhancements In Release 12.2, there are several enhancements related to scheduling 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) 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) Additional Controls for the Availability Window Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 15

20 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 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: 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 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 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. Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 16

21 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 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 Integration with Oracle Approvals Management (AME) Currently, the list of approvers for the transactions requiring approval is a predetermined 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 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. Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 17