UPDATE 2021 D
HCM Common Features
Secure Access for Workers with Multiple Assignments
What it Does: Secures user access through assignment-level security if an organization allows for multiple concurrent assignments.
Why it Helps: Former out-of-the-box behavior supported person-based security access, which meant that any user with access to a person had access to all assignments and personal information for that employee. The new assignment-level security restricts a user’s access to a person’s assignment based on the user’s area of access.
New Enhancements to Transaction Console
What it Does: The Resubmit feature for terminated or stuck transactions in the Transaction Console has been further enhanced to inform the initiator via notification and email that the transaction has been re-submitted. The enhancement also checks whether the transaction that is being resubmitted has any conflict with any other pending or completed transactions.
Why it Helps: Administrators are now able to archive completed transactions to improve the performance of the Transaction Summary tab. They can specify the frequency of the archive period for each transaction type in the Approval Rules tab.
Deploy Descriptive Flexfields to Unified Sandboxes
What it Does: Deploys DFF changes to a unified sandbox before applying changes to the main application.
Why it Helps: As part of ongoing changes to DFFs, users can implement changes in a sandbox environment, verify and test before applying changes to the main application.
New OTBI Usage and Performance Subject Areas
What it Does: You can now enable the search extension framework to enjoy the enhanced experience of real-time global search. With this new framework, you get highly responsive, index-based, and full-text search capabilities.
Why it Helps: This framework enhances search performance, and so it increases your productivity and gives you an enhanced user experience across various devices, such as desktops, tablets, and smartphones.
Reporting & Analytics
OTBI Usage Real Time
What it Does: Monitors OTBI usage, including user, analysis and dashboard, and subject area usage trends.
Why it Helps: Enables the ability to track who is running analyses and which data is sought most frequently.
OTBI Performance Real Time
What it Does: Monitors usage trends and OTBI analysis execution time, execution errors, and database physical SQL execution statistics.
Why it Helps: Enables the team to identify troublesome analyses for corrective action.
Support for Deal Comparison Scatter Plot Data Cache Configuration
What it Does: Define data point cache settings for HTML attributes for Deal Comparison Scatter Plot Analytics. Previously, each analytic required a separate database call to generate the HTML attribute from the defined list of data points.
Why it Helps: Faster, more efficient performance for scatter plot charts.
Jet User Interface
User-Specific Rich Text Editor (RTE) Templates for Jet Transaction UI
What it Does: Provides user-specific RTE Templates for the JET Transaction UI inline editor.
Why it Helps: Users will be able to create, save, insert, rename and delete RTE templates.
Simple Condition Pricing Rules
What it Does: Allows administrators to select the condition attributes and comparison operators, and then specify the values of the attributes for which the pricing rule is invoked.
Why it Helps: Administrators can easily create simple conditions for pricing rules without creating BML scripts to support Advanced pricing rules.
New Commerce Layout Editor
What it Does: Provides administrators with a simple and intuitive way to create and edit JET and legacy Transaction UI pages within Oracle CPQ.
Why it Helps: The new Commerce Layout Editor provides the same functionality as the previous editors combined with improved usability.
Extend Covered Levels and Entitlements Support for Asset Group and Product Group
What it Does: Allows creation of Asset Group and Product Group as new covered level types on a coverage product and provides entitlement support to all the assets or products covered under these asset or product groups.
Why it Helps: Customers can provide SLA coverage at the asset group/product group level. Previously, it was available only at the customer or product level.
Enable Additional Billing Configurations
What it Does: If the invoicing rule is set to Advance, then one can bill an entire subscription immediately at the start of the subscription term. Select the new “Bill immediately” check box to send all the billing lines of a subscription product to Receivables at the start of the subscription term. Additionally, one can use past dates in the Align Billing From date field to align billing periods.
Why it Helps: Provides more flexibility to support advanced billing requirements – something that is very desirable.
CX Sales Mobile
View Analytics with Modern Visualizations
What it Does: Brings tailored insights into the state of the business anywhere with Reports and Analytics in CX Sales Mobile. Role-based layouts allow sales administrators to provide unique experiences to sales representatives, managers, and others.
Why it Helps: Enriched insights with beautiful visualizations optimized for mobile displays (e.g., bar graphs, funnels, bubble charts) allow sales representatives to personalize report lists assigned to them. They can also search report lists in CX Sales Mobile, so that insights are just a keyword away and easily access the most recent versions of reports online or offline.
CRM Common Components
Access Object Records Secured Using Access Groups in Near Real-Time
What it Does: Allows access to data that’s secured using access groups in near real-time for an expanded set of objects.
Why it Helps: When an object record is created or updated, you can access the new or updated records immediately. You no longer have to run the Perform Object Sharing Rule Assignment Processing scheduled process before getting access to the records. With this update, near real-time processing is now supported for these objects: Account, Activity, Campaign Contact, Deal Registration, MDF Budget, MDF Claim, MDF Request, Partner Program Enrollments, Custom objects.
What it Does: Analyzes where and why service requests are transferred between agents and queues.
Why it Helps: Insights gained let managers take the necessary steps to prevent frequent service request hand-offs that can drain the service organization’s productivity.
Print Attributes Update using a REST API
What it Does: Updates print attributes, such as the print status, when printing or reprinting transactions using the Receivables Invoice REST API.
Why it Helps: Helps users maintain the most current record of printed transactions even when the transactions are printed outside of Oracle Cloud.
Mass Reconciliation of Bank Statement Lines and System Transactions
What it Does: Selects and groups high volumes of bank statement lines and system transactions using a spreadsheet and performs mass reconciliation.
Why it Helps: Increases the efficiency of manual reconciliation of bank statements involving high volumes of bank statement lines and system transactions.
Asset Book Change During Source Lines Preparation
What it Does: Changes an incorrect asset book during source line preparation when a primary ledger has multiple associated corporate books.
Why it Helps: Incorrect Asset Book association to a source line added using Mass Additions can now be easily corrected.
Rule Based Asset Book Defaulting for Invoices Transferred from Payables
What it Does: Enables transfer of Payables invoices to the correct asset book through Mass Additions by considering the Primary Balancing segment and/or the Cost Center segment.
Why it Helps: We can now transfer Payables invoices to the correct asset books by also considering the Primary Balancing segment and/or Cost Center segment along with the Natural Account segment. This ensures more accurate association of the invoice to the asset book.
Pay Group for Cash Advances and Negative Expense Reports
What it Does: Provides an option to enable specific pay groups for cash advances and expense reports with negative reimbursement amounts.
Why it Helps: Allows separation of employee reimbursements from employee refunds and increases process efficiency. Pay Groups prevent negative payment requests from being applied against positive payment requests and cash advances. They also help track and close all negative payment requests.
Automatic Identification of Duplicate Expenses and Expenses Under Receipt Threshold During Audit
What it Does: Enables setup of flexible audit rules to alert auditors when employees submit fraudulent expense reports.
Why it Helps: Helps auditors save time identifying duplicate expenses that weren’t marked as duplicates and expenses that are within the receipt required threshold thereby increasing efficiency.
New Window with Detailed View of Automatic Audit Results
What it Does: Provides a detailed view window that displays the audit rules applied to each expense report automatically, along with a pass or fail status for each rule.
Why it Helps: Auditors can review result details while auditing an expense report, and can view the number of expense items that failed a particular rule. If a rule failed because of duplicate expense items or duplicate attendees, auditors could drill down into the expense item details.
Budget Creation and Synchronization Using Spreadsheets for Both Budgetary Control and General Ledger
What it Does: Allows expense budget entry in a spreadsheet to create budgets and synchronize budget balances for both Budgetary Control validation and for General Ledger reporting and inquiry.
Why it Helps: Simultaneously updates the budget balances in both Budgetary Control and General Ledger after preparing and loading the expense budget data file.
Automatically Increment the Date Parameter for Cost Transfers to Cost Management Schedule Runs
What it Does: Automatically increments the cut-off date parameter of the Transfer Costs to Cost Management process based on a scheduled frequency.
Why it Helps: Schedules the job for the desired frequency without any manual intervention required to update the Cutoff Date parameter.
Create Invoice for Items Ordered and Priced in Different Units of Measure
What it Does: Enables the selection of a secondary UOM as the pricing UOM – a new attribute available on the order line.
Why it Helps: Items can now be invoiced based on the item’s secondary UOM, even if it was ordered, packed and shipped in the primary UOM. The items are invoiced according to the actual quantity received in the item’s secondary UOM.
Add Learning to a Development Goal When Approvals Are Enabled
What it Does: Approval flow is triggered when you add a learning item to a development goal or remove it from a development goal.
Why it Helps: Links the Career Development module and Learning module.
Substitute Performance Document Evaluators
What it Does: HR specialists can perform the manager tasks in a performance document to evaluate an employee’s performance on the manager’s behalf. The HR specialist can also perform the employee tasks in a performance document, if the employee doesn’t have access to the application.
Why it Helps: Saves time for managers and employees by allowing other users to carry out certain evaluation tasks on their behalf.
Information Banners on HR Admin Pages
What it Does: Provides an extra bit of help for HR specialists by displaying an information banner on the administration pages for performance documents. The banner includes guidance on how to use the page to perform certain actions.
Why it Helps: Guides HR specialists through the administration pages for performance documents which may be accessed less frequently than other content.
What it Does: Recruiters can use the Best Candidates feature to review the recommended best candidates for open job requisitions. One can see the Top Recommendations section in job requisitions. Candidates are sorted in order of recommendations, and one can refine the list of recommended candidates to review or decide who to invite to apply for a job.
Why it Helps: The Best Candidates feature use artificial intelligence (AI) and machine-learning algorithms to make recommendations.
Warn When Later Salary Exists
What it Does: Creates a warning message when a salary record exists after the proposed salary change date.
Why it Helps: Better validation while entering salary changes.
Global Human Resources
Mass Download Document Records and Attachments
What it Does: Allows mass download for document records and attachments. One can download all document records based on the document type or person name, or both and optionally specify a date range.
Why it Helps: Saves time for handling multiple transactions at once.
Compact Guided Process for Employment Start Dates
What it Does: Allows changes to the work relationship start date by using the responsive Employment Start Dates compact guided process. Using this new guided process, one can change the hire date for terminated workers and proposed start date for pending workers.
Why it Helps: Easily make changes to the work relationship start date.
Assignment Category Attribute Available in V3 Seniority Dates
What it Does: Allows tracking of seniority for the assignment category when using V3 seniority dates. The assignment category is added as an attribute for you to configure seniority rules.
Why it Helps: Provides an additional parameter for calculating seniority.
Assign a Journey to Multiple Persons as a Single Activity
What it Does: Assign a journey to more than one person in a single transaction.
Why it Helps: Enables you to assign teams to tasks, rather than individuals, thereby reducing data entry time.
Automatic Generation of Job Code
What it Does: Allow the generation of job code manually or automatically prior to submission and upon final save.
Why it Helps: Job Codes can be automatically created in sequence without tracking job codes outside the system.
Enable Employee Self-Service Declaration for Disability
What it Does: Enables employee access to declare their disabilities using the employee self-service option. To do this, use the Business Intelligence Publisher (BIP) template and edit it to reflect the appropriate information that’s required.
Why it Helps: Employee self-service has expanded to include voluntary disclosure of disability and request for accommodation.
Enhanced My Team Page
What it Does: My Team page is enhanced with View All Offers, Vacancies and Requisitions.
Why it Helps: Managers have more visibility from a central page.
Time & Labor
HCM Experience Design Studio for Time and Labor
What it Does: Enables administrators to configure the fields to show/hide on time cards and team schedules. Organizations can show frequently used fields and hide the fields people don’t use as much.
Why it Helps: Increases the flexibility of the time-entry pages.
Oracle Time and Payroll Reconciliation Extract
What it Does: Allows reconciliation of worked time with paid time by extracting a data file that includes people’s hours reported in Oracle Fusion Time and Labor Cloud Service versus Oracle Fusion Global Payroll Cloud Service.
Why it Helps: Very useful and important reconciliation tool decreases manual labor for reconciliation tasks.
Enter Repeating Absences
What it Does: Employees can enter repeating absences through self-service.
Why it Helps: Greatly streamlines the employee process for recurring and intermittent absences.
Send Attachments to Approvers
What it Does: Send attachments to negotiation and award approvers in the approval notification email. Approvers can download these documents from their email to make an approval decision.
Why it Helps: Very useful in expediting approvals with senior leadership.
Reduce Inventory When a Sales Order Does Not Require Picking or Shipping
What it Does: Enables inventory reduction without requiring pick, pack or ship transactions.
Why it Helps: Provides a method for faster order processing with an improved buying experience for customers. Useful for businesses who don’t pick, pack, and ship their sales orders. For example, businesses that deliver items through an over-the-counter transaction.
Create a Work Order for an Asset from the Asset Hierarchy
What it Does: Drills down the logical hierarchy to find the failed asset; Quickly creates a work order for an asset directly from the asset hierarchy.
Why it Helps: Saves time and effort for the users (through easier navigation) to perform day-to-day work order activities.
Search Sub-inventories with On-Hand Balances for Inter-organization Transfers
What it Does: For Inter-organization transfers, users need a quick way to determine where available on-hand quantities reside. To help in quickly accessing this information, a search and select option is now available, which returns only sub-inventories with available on-hand quantities.
Why it Helps: Saves time and effort by narrowing search results and providing users with a more efficient way to determine where they want to transfer from.
Create and Process Transactions in Dual Units of Measure
What it Does: Helps to plan, buy, transfer and sell in dual units of measure. For example, use the primary UOM to track the customer ordered quantity and use the secondary UOM to track the pricing and shipping quantity.
Why it Helps: Organizations will be able to accurately map real life business processes in Oracle Cloud, without product constraints or limitations.
Billing & Revenue Management
Exclusion of Closed Contracts as Ineligible for Invoicing and Revenue Recognition
What it Does: Excludes closed contracts from the Ineligible Contracts section of the Generate Invoice and Generate Revenue process output reports.
Why it Helps: Easily see and take the appropriate corrective action to invoice and recognize revenue for open contracts.
Warning When Inactivating an Associated Project
What it Does: Displays a warning message to the contract administrator when amending a contract line to inactivate an associated project.
Why it Helps: Avoids possible unwanted actions that cannot be easily undone.
Better Handling of Accounting Date with Receivables
What it Does: Eliminates the transference of invoice data that Receivables would better derive on its own.
Why it Helps: Synchronizes invoice date and invoice accounting date between Receivables and project contract invoices.
Associate Existing Assets to Project Assets
What it Does: Project assets can now be created and associated to existing Fixed Asset (FA) assets.
Why it Helps: Enables migration of FA assets and capital project assets independently and allows multiple Project assets to be associated with a single FA asset.
Cost Reimbursable Revenue Method in Submit Contract for Award
What it Does: Specify the cost-reimbursable revenue method when submitting a contract from award.
Why it Helps: No need to amend the contract to define Cost Reimbursable Revenue Method, streamlining the award creation process.