Oracle Quarterly Release Analysis

Oracle Quarterly Release Analysis

Our team of experts has reviewed Oracle’s quarterly release notes to curate the new features that have the greatest potential to benefit your organization. Use the arrows to expand the sections and view our analysis.

UPDATE

Airports

Transforming Public Sector Organizations Through the Cloud

AST Video

Webinar | Tackling the Talent Crisis with Cloud Technology

Webinar | Digital Business Registration: Navigating the World of Touchless Technology in Government

RAPID Video

Harness powerful new business capabilities in 13 weeks, with a 40%-60% reduction in implementation costs for a faster path to ROI. Achieve Relevant Appropriate Primary Immediate Deployment of Oracle Cloud Applications with AST RAPID.

Survey Results: Purposeful Digital Transformation in Government

Which Oracle Cloud Modules Are You Running?

How Quickly Were You Able to Deploy Test Automation?

Guided Selling with Oracle CPQ

Go Faster with Oracle CPQ

Webinar | New Year’s Resolution #1 – Manage & Govern Your Enterprise Metadata Now!

Webinar | Elevate Your ERP Cloud with AI-Based Finance Automation

Webinar | Level Up Your Oracle Cloud Apps with Autonomous Testing

Webinar | Surf the Wave of Property Tax Assessment Appeals

Calfrac | AST Client Testimonials

Webinar | Surf the Wave of Property Tax Assessment Appeals

Carmeuse | AST Client Testimonials

Fireside Chat with Mike Olinek – CFO, Calfrac

AST Remembrances – A 25th Anniversary Recollection

AST Celebrates 25 Years of Purposeful Digital Transformation

Modernize EBS with Oracle Cloud

AST’s Autonomous Cloud Tester (ACT) – Turbocharge your cloud testing cycles! (Demo)

AST’s Offshore Delivery Center

AST Cloud Solutions

SFDC to CDM Connector

AST NCTV17 Business Connection Segment

Driving Transformation with Oracle Cloud IaaS – An IT Value Platform

Customer Management for the Engineering & Construction Industry

AST Multi Pillar Solutions

Automating ERP Application Processes through OCR and Workflow Technologies

Migrate to Oracle CPQ at the Speed of Light with AST’s EBS to CPQ Accelerator

Supercharge your Salesforce Data with Oracle MDM and Data Quality Solutions

Narrative Reporting with Oracle’s Enterprise Performance Reporting Cloud Service EPRCS

Reaching New Heights in the Canadian Public Sector: Planning and Budgeting in the Cloud

Solutions for the Engineering & Construction Industry

Oracle CPQ for the Media Industry Demo: Quote Renewals

Oracle CPQ for the Media Industry Demo: Creating an Order Amendment

Oracle CPQ for the Media Industry Demo: Creating a New Quote/Order

Oracle CPQ for the Media Industry

Sneak Peek: AST and Oracle CJIS Enterprise Solutions

Going Paperless in HR: Myth or Reality?

Accelerate Your Regression Testing Efforts Using the Oracle Application Testing Suite

Empower Enterprise-Wide Reporting with Oracle DRM

Enable Rapid Cloud Adoption with AST’s Cloud Integration Accelerator

Enterprise Content Management (ECM) for EBS

Revolutionize Performance Management and Document Tracking with Oracle SLM

Connecting to Citizens: A Cloud-Based Approach to Enhancing the Utility Customer Experience

Affordable Care Act Reporting – Achieve Compliance with a Proven Oracle Based Solution

Prepare Today for a Future in the Cloud

Let Cloud Empower Your Employees and Enhance Their Experience

EBS/WAM Integration for Utilities

How to Create a Best in Class Customer Experience for Transit Organizations

Business Intelligence

The Reemergence of Oracle Analytics Cloud

Empower Enterprise-Wide Reporting with Oracle DRM

Contracts

Vermont IT Services Retainer

Contract Details

Agency: Department of Buildings and General Services
Contract Number: 45357
Agreement Period: March 1, 2023 through January 31, 2027

Categories

This contract offers the following products and services.

  • Business Analyst & Project Management Services
  • Hardware/Software/Application Security Support
  • Strategic Planning Assistance
  • DBA/SQLDBA/Relational Database Support
  • Delivery Manager Services
  • Backend and Frontend Web Developer Services
  • Customer Relationship Management Support Services

North Carolina STC 920S

Contract Details

Agency: Department of Information Technology
Solicitation Number: ITS-401105-007
Solicitation Description:2023 STC 920S Open Enrollment
Agreement Period: August 29, 2023 through September 30, 2026

Categories

This contract offers the following products and services.

  • Category 9, Cloud Implementation Services and Cloud Integration Services

State of Oklahoma SW1050

Contract Details

Agency: Central Purchasing Division
Contract Type: Non-Mandatory Statewide
Solicitation Number: SW1050
SW Number: SW1050APP
Status: Awarded
Agreement Period: 03/14/2024 – 03/31/2029
Contract Period: 02/15/2024 – 03/31/2025

Categories

This contract offers the following products and services.

  • 60100000 Developmental and professional teaching aids and materials and accessories and supplies
  • 81140000 Manufacturing technologies

Solicitation Details

More information can be found on the Oklahoma Government website here.

ITS75

Award Schedule

This contract offers the following products and services:

Category 4: Software Implementation Services Providers

Vendor Information

Applications Software Technology LLC
4343 Commerce Court, Suite 701
Lisle, IL 60532

Contract #: PO-21-1080-OSD03-SRC3-22342

Contract Period: February 2, 2021 through June 30, 2026

Contact Information

Ordering Contact
Scott Lavoie
slavoie@astcorporation.com
Phone: (888) 278-0002

Helpful Links

ITS75 Master Blanket Purchase Order (MBPO)

AST Vendor Master Blanket Purchase Order

California Multiple Award Schedule

Contract Details & Ordering Instructions

Contract Details

CMAS Number: 3-23-08-1016
Contract Term Date: 07/11/2027
Base GSA Schedule: GS-35F-540GA

Products and Services Awarded to Applications Software Technology LLC

This contract offers the following products and services.

  • IT Consult-Change Mgmt
  • IT Consult-Project Mgmt
  • IT Consult-System Analysis
  • IT Consult-System Implement
  • IT Consult-System Mgmt

Vendor Information

Applications Software Technology LLC
4343 Commerce Court, Suite 701
Lisle, IL 60532

www.astcorporation.com

Contact Information

AST Contact
Sanford Kaufman
skaufman@astcorporation.com
Phone: (949) 244-3771

CPQ

Pricing

Rate Card Business Object Available

What it Does: Rate Card enables complex calculations for usage-based pricing for industries such as telco, utilities, and cloud services. The Rate Card data can be saved at the quote line level and integrated with subscription billing and referenced by Order Management.

​​​​​​​​​​​​​​​​​​​Why it Helps: It can determine the complex invoice amounts to be billed on a periodic basis.

Pricing

Multiple Charges for a Product

What it Does: Provides an easy way to implement and maintain pricing for simple and complex products using a one time, recurring, and usage/consumption-based pricing. It offers multiple product prices and charges during price execution for products including simple parts and complex BOMs.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature offers the ability to price a single product with multiple charges which can dramatically reduce SKU proliferation, especially for subscription products.

 

Pricing Engine Reference Data

What it Does: Allows administrators to view, add, and manage the list of values that are available for use in product charges. Standard pricing lookups are provided for Charge Type, Discount Types, Price Periods, Price Types, and Usage Units of Measure.

​​​​​​​​​​​​​​​​​​​Why it Helps: Eases pricing administration by providing a single place to define the domains of values for pricing-related attributes and assures that the pricing will be accurately applied in downstream invoicing and subscription rating.

 

CRM Common Components

Manage Message Templates

What it Does: Use message templates to provide teams with standard content they can customize and send to leads, opportunities and account contacts. Message templates are available for use in Next Gen Sales.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps with standardization of the content that is delivered to external contacts. The message templates save time by providing teams with curated content, and provide consistency across Sales.

CX Sales Mobile

Recommend Contacts to Add to Leads and Opportunities from Meeting Notes

What it Does: The application analyzes the text of meeting notes and recommends the addition of any missing contacts mentioned in the notes. 

​​​​​​​​​​​​​​​​​​​Why it Helps: Salespeople get reminded to add contacts to the leads and opportunities they may otherwise overlook.

Identify Potential Duplicates When Creating New Contacts and Accounts

What it Does: Allows users to maintain a clean book of business with duplicate matching for CX Sales Mobile. When creating a new contact or account, Enterprise Data Quality checks for potential matches based on the organization’s duplicate matching criteria. If a similar account or contact exists, users can select an existing record or proceed with creating a new record.

​​​​​​​​​​​​​​​​​​​Why it Helps: Sales representatives can now use duplicate matching criteria right from the mobile app, making it helpful when on the road or traveling. 

Enterprise Contracts

Collaborate On Contract Negotiations Using Oracle Content Management

What it Does: Internal and external stakeholders can come together in real-time to collaborate and gain transparency in each step of the negotiation process.  All stakeholders have access to a single source of truth which makes the entire negotiation process seamless. Once the collaboration is completed, the users can check-in the document to Enterprise Contracts from Oracle Content Management (OCM).

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps with the negotiation process and closing the deal quicker.

Next Gen Sales User Experience

Automatically Send Follow Up Emails to Customers on Behalf of the Sales Rep Using Orchestration Process

What it DoesSales administrators can set up emails to be sent automatically when a customer fails to reply to an email. For example, If a sales rep requests availability for a discovery call and the customer fails to reply, the Orchestration process can automatically send a follow-up email to the customer on behalf of the sales rep.

​​​​​​​​​​​​​​​​​​​Why it Helps: This email automation feature will save time of the sales reps by automatically following up with their prospects and customers based on predefined orchestrations.

Administration

Restrict IP Range Access to Oracle CPQ

What it Does: Gives host company administrators control of which IP ranges can access their Oracle CPQ environments. This allows administrators to specify, for example, that CPQ environments can only be accessible from customer office networks or virtual private networks (VPNs).

​​​​​​​​​​​​​​​​​​​Why it Helps: Offers a more secure environment when desired.

Note: This feature is only available for Oracle Cloud Infrastructure (OCI) environments.

Integration

OpenID Connect for Single Sign-On

What it Does: OIDC adds an identity layer to OAuth 2.0 that enables a federated SSO solution between Oracle and Custom Applications configured in IDCS.

​​​​​​​​​​​​​​​​​​​Why it Helps: Better user experience through additional Single Sign On options.

Oracle Fusion CRM Integration Added to Integration Center

What it Does: Streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales (CX Sales).

​​​​​​​​​​​​​​​​​​​Why it Helps: This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations.

Configuration

System Navigation Panel Enhancements for the Configuration UI​​

What it Does:​ ​

    • ​System navigation panel will remain “sticky” as the user scrolls on the Configuration UI.
    • System Navigation Panel location can now be displayed on the right sidebar (previously restricted to left).​​
    • Can display a small, medium, or large panel size when the System Navigation panel is displayed in the left sidebar.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows design flexibility to make the UI experience specific to your business.​​​​​​​​​​

Commerce

Alternate Input for Commerce Formula Management​​​

What it Does:​ Provides an alternate input method to create formulas using plain text entry. ​

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes formula management easy to maintain. The text-based entry method vastly increases ease-of-use and supports the following functionality:​​​​​​​​​​​

    • View all formula attributes and operators in one place.​​
    • Easily navigate to any position in the formula.​​
    • Allow quick copy-paste between formulas.​​​

CX Sales Mobile​

Scanned Typed Text Notes and Add Them to Sales Objects​

What it Does: While using the CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Scanning text and storing it as notes against a Sales Cloud object minimizes the time & effort required by salespeople to capture the information in the system. ​
(Example: Scanning a business card to quickly store contact information)​​​​​​​​​

Receive Notifications on Mobile for Upcoming Appointments​

What it Does: Notifies salespeople of their upcoming customer appointments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an additional way to remind salespeople about their meetings.​​​​​​​​​

API’s

Find Deleted Records in Sales and Fusion Service Using Deleted Records API​​​

What it Does: Users can now get a list of deleted object records in Sales and Fusion Service using the Deleted Records API.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This API will fetch the deleted object records and use that information to deactivate/delete data from external systems.​​​​​​​​

Migrate to Oracle CPQ at the Speed of Light with AST’s EBS to CPQ Accelerator

Oracle CPQ for the Media Industry Demo: Quote Renewals

Oracle CPQ for the Media Industry Demo: Creating an Order Amendment

Oracle CPQ for the Media Industry Demo: Creating a New Quote/Order

Oracle CPQ for the Media Industry

CX

CRM Common Components

Manage Message Templates

What it Does: Use message templates to provide teams with standard content they can customize and send to leads, opportunities and account contacts. Message templates are available for use in Next Gen Sales.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps with standardization of the content that is delivered to external contacts. The message templates save time by providing teams with curated content, and provide consistency across Sales.

Configuration

System Navigation Panel Enhancements for the Configuration UI​​

What it Does:​ ​

    • ​System navigation panel will remain “sticky” as the user scrolls on the Configuration UI.
    • System Navigation Panel location can now be displayed on the right sidebar (previously restricted to left).​​
    • Can display a small, medium, or large panel size when the System Navigation panel is displayed in the left sidebar.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows design flexibility to make the UI experience specific to your business.​​​​​​​​​​

Commerce

Alternate Input for Commerce Formula Management​​​

What it Does:​ Provides an alternate input method to create formulas using plain text entry. ​

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes formula management easy to maintain. The text-based entry method vastly increases ease-of-use and supports the following functionality:​​​​​​​​​​​

    • View all formula attributes and operators in one place.​​
    • Easily navigate to any position in the formula.​​
    • Allow quick copy-paste between formulas.​​​

CX Sales Mobile​

Scanned Typed Text Notes and Add Them to Sales Objects​

What it Does: While using the CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Scanning text and storing it as notes against a Sales Cloud object minimizes the time & effort required by salespeople to capture the information in the system. ​
(Example: Scanning a business card to quickly store contact information)​​​​​​​​​

Receive Notifications on Mobile for Upcoming Appointments​

What it Does: Notifies salespeople of their upcoming customer appointments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an additional way to remind salespeople about their meetings.​​​​​​​​​

Diversity, Equity and Inclusion

Young Professionals of AST North America

Provide the younger generation of AST with the resources and confidence needed to take ownership in the growth of their leadership potential and support young leaders in their journey. We look to build a supportive network that promotes a professional and social climate to help young leaders feel more involved and connected to their peers and the whole of AST. We strive to ensure that the younger generation is well represented and feels empowered to reach their full potential.

Veterans of AST

The Veterans of AST holds the mission of providing a platform for military veterans, veteran allies, and military-affiliated employees to find resources, connections, and career development through a supportive network of leaders across the organization. Our mission is the development of a community that fosters a supportive environment for growth and success. Developing mentorship for those that identify as military veterans with executive leadership to ensure the achievement of professional success. The foundational support of military veterans at AST, providing resources for success professionally and personally is paramount to the development of the Military Veterans of AST Employee Resource Group.

Women of AST

The Women of AST develops and supports female employees at AST. They champion an environment in which women are valued, promoted, and can achieve their full potential. They work to empower women to achieve their full potential while contributing to the company and the community. They organize and sponsor events and activities to help their members develop skills to be successful and to build strong workplace relationships.

Hispanic & Latino Professionals of AST

Evolution means we are forging ahead in unity towards growth that will positively influence AST. Our purpose is to create an environment that embraces change, development, and cultural awareness towards our Hispanic and Latino communities. As a successful Employee Resource Group, our intention is to focus on promoting curiosity and vulnerability towards diversity.

Black Professionals of AST

Black Professionals of AST’s mission is to provide a platform for employees of color to elevate their voices and develop their careers through a supportive network of leaders across the company. We work to make AST an inclusive place for all by facilitating conversations and managing programs addressing race, diversity, and equality. Developing minority leadership candidates through executive sponsors and mentors. Giving back is also a top priority- we seek to partner with organizations that support STEM within under-representative youth and educational institutions.

​​​Young Trailblazers of AST India

The Young Trailblazers of AST India’s goal is to foster a community environment for young talent to continuously share their interests, knowledge, and ideas to improve the future workplace. Through networking, opportunities, and leveraging experience from senior leaders, we encourage and develop the new generation of leaders to realize and reach their full potential.

Engineering & Construction

Solutions for the Engineering & Construction Industry

Enterprise Performance Management

The Reemergence of Oracle Analytics Cloud

From Oracle On-Premises to Hyperion Budgeting in the Cloud

Narrative Reporting with Oracle’s Enterprise Performance Reporting Cloud Service EPRCS

Reaching New Heights in the Canadian Public Sector: Planning and Budgeting in the Cloud

A Beginner’s Guide to Oracle Planning & Budgeting Cloud Service

Enterprise Resource Planning

Automating ERP Application Processes through OCR and Workflow Technologies

Enterprise Content Management (ECM) for EBS

Affordable Care Act Reporting – Achieve Compliance with a Proven Oracle Based Solution

Financials

Intercompany

Intercompany Transactions Import Error Correction Spreadsheet​

What it Does: The Intercompany Transactions Import Error Correction spreadsheet lists the intercompany transactions that ended in error, along with the error messages or reasons for rejection.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows Intercompany Accountants to review the errors and make the corrections directly on the spreadsheet and import the corrected transactions. This process makes it easier and can significantly reduce the time it takes to correct errors. Before this update, users had to repeat the import process after fixing the source transactions, potentially taking more effort and time.​

Integration

OpenID Connect for Single Sign-On

What it Does: OIDC adds an identity layer to OAuth 2.0 that enables a federated SSO solution between Oracle and Custom Applications configured in IDCS.

​​​​​​​​​​​​​​​​​​​Why it Helps: Better user experience through additional Single Sign On options.

Oracle Fusion CRM Integration Added to Integration Center

What it Does: Streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales (CX Sales).

​​​​​​​​​​​​​​​​​​​Why it Helps: This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations.

Pricing

Support Hierarchical Product Pricing in Pricing Engine

What it Does: Businesses can execute different prices for a product based on the presence and location of the product within a product hierarchy, bundle, or BOM.  Products may be either a standalone part or a BOM item defined in a CPQ BOM Item Definition table, including root BOM Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows businesses to offer different pricing when an item is included in a configuration or bought standalone.

Optimize Pricing Engine Performance

What it Does: Eliminates redundant invocations of CPQ Pricing Engine during sales user interactions to improve performance.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves performance for a better CPQ user experience.

Manufacturing

Create a Process Manufacturing Work Definition Using an Item Structure

What it Does: With this update, you can now use an item structure to provide a bill of inputs in a process manufacturing work definition (like discrete manufacturing).

​​​​​​​​​​​​​​​​​​​Why it Helps: This update allows users to create process manufacturing work definitions with a predefined set of inputs and outputs.

Control Material Planning Based on Item Supply Type

What it Does: With this update, you can now control the include in planning behavior for item supply types supplier and bulk by checking the new plant parameter, Supply Types to Include in Planning by Default for Operation Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides flexibility in determining if supplier and bulk supply type items must be planned.

Order Management

Copy Order Lines in Revisions

What it Does: Allows users to copy an order line in the Order Management work area when the sales order is in draft status or when revising an order.

​​​​​​​​​​​​​​​​​​​Why it Helps: Give users the option of copying values from an existing order line, kit, or configured item to create a new line, kit, or configured item instead of having to manually create and enter values.

Inventory Management

Transact Lots Without On-hand Quantity

What it Does: Gives users the ability to transact against lots with zero on-hand balances for Interorganization Transfers, Miscellaneous Transactions, and Subinventory Transfers when your organization allows negative balances.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps avoid waiting for on-hand quantities to be transacted into stores before allowing their consumption. It can also avoid exception errors occurring for the same reason, saving resolution time.

Create Copies of Inventory Organizations

What it Does: Quickly make one or more copies of an existing inventory organization.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature is suited for customer implementation projects where a warehouse for a new country or region is created and tested, with the intent to then duplicate that setup in a series of near identical facilities.

Receipt Accounting

Write Off Accruals With No Receipts

What it Does: Users can now clear receipt accrual balances for purchases without receipts but with invoices matched to the order.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps users to reconcile and clear old accrual accounts in accounts payable for orders that are closed, or no further activity is expected in the period.

Procurement: (Purchasing)

Search Requisitions by Line Descriptive Flexfields as a Buyer

What it Does: As a buyer, you can now filter requisitions to be processed into purchase orders using descriptive flex fields.

​​​​​​​​​​​​​​​​​​​Why it Helps: It helps buyers to make decisions and process requisitions to purchase orders by searching the requisitions line descriptive flex fields in the process requisitions screen.

Route Purchase Orders for Approval Based on Referenced Documents

What it Does: Users can create approval rules with Sourced to Blanket Agreement, Sourced to Contract Agreement, Master Contract Exists and Negotiation Exists approval attributes to route purchasing documents for approval.

​​​​​​​​​​​​​​​​​​​Why it Helps:

Helps to use source document references, such as blanket and contract agreements, master contracts, and solicitation references, to route purchasing documents for approval.

The Sourced to Blanket Agreement or contract agreement, or Master contract approval attribute indicates whether these references exist on the purchase order line.

Procurement: (Sourcing)

Display Supplier Item, Manufacturer, and Manufacturer Part Number in Negotiations

What it Does: When negotiating items for manufacturing, distribution, or direct material procurement, users can now view the supplier item, manufacturer, and manufacturer part number associated with each item.

​​​​​​​​​​​​​​​​​​​Why it Helps: Suppliers can identify the supplier item number correctly and provide an accurate quote for the line items. The extra burden of referencing the product catalog or other supplier item reference manually is eliminated.

Billing and Revenue Management

Bill Transaction and Exception Analysis Using Oracle Transactional Business Intelligence (OTBI)

What it Does: Create ad-hoc analyses and dashboards on bill transactions and revenue and billing exceptions using new real time subject areas within OTBI. See unbilled cost transactions and billing events in summary and detail.

​​​​​​​​​​​​​​​​​​​Why it Helps: Analyze trends in revenue and billing exceptions to see how successful your action plans are in reducing exceptions.

Quantity and Rate Displayed on the Labor Invoice Lines

What it Does: Capture quantity, unit of measure, and unit price on labor project contract invoice lines.

​​​​​​​​​​​​​​​​​​​Why it Helps: The main benefit of this feature is to transfer the attributes to receivables, so users can print them on the receivables invoice, display them on the invoice UI, and include them in OTBI reports.

Grant Management

Assistance Listing Numbers Number

What it Does: References to Catalog of Federal Domestic Assistance, or CFDA, are now Assistance Listing Numbers, or ALN, throughout the application to conform with US federal government standards.

​​​​​​​​​​​​​​​​​​​Why it Helps: An ALN Number is used on federal grant and cooperative agreement award notices and are often used in governmental reporting and auditing.

Letter of Credit and Document Number Updates on Active Awards

What it Does: Users can update letter of credit details by amending active awards to accurately represent and track the method of reimbursement.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps to track the reimbursement.

Project Management Common

Planning to Billing by Project Role

What it Does: Perform financial planning, budgeting, and forecasting by project roles. Similarly, negotiate contracts with the clients based on the project roles and capture the negotiated rates on the contract.​​​​​​​​​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides the option to perform high-level estimation by project roles and bill customers as per negotiated project role-based rates.

Payments

Automatic Resumption of Payment Process Request After Payment Approval

What it Does: Once the payment has been approved, the auto resumption process allows the transaction to proceed automatically, without any manual intervention.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves the payment process and aims to ensure transactions are completed in a timely and efficient manner.

    • Avoid manual interventions.
    • Move seamlessly to the next steps in the payment process.
    • Save time and reduce errors and administrative costs.
    • Reduce the risk of late or missed payments.

Advanced Collections

Collector Update of Invoice Attributes and Contacts in Collections

What it Does: Collectors can update the purchase order information, user comments, line-level descriptions, and contact information on invoices using the Advanced Collections pages.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves collection efficiency by allowing collectors to make updates directly in the Advanced Collections pages. This feature usage can be controlled based on business needs.

 

Fixed Assets

File Based Data Import for Revaluation of Fixed Assets

What it Does: Users can upload a high volume of fixed asset revaluation transactions.

​​​​​​​​​​​​​​​​​​​Why it Helps: Revalues a high-volume of assets in one bulk upload either as a percentage or an amount change.

Invoice Accounting Date Display for Lines Transferred from Payables to Fixed Assets

What it Does: Includes the accounting date in the display of the Payables invoice lines in the Additions infotile of the Assets Landing page and the Prepare Source Lines page.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows sorting and filtering the pending asset invoices by invoice date so that users can process them into the correct asset book period.

Advanced Collections​

Credit Score Addition to Collections Customer Profiles​

What it Does: Displays credit score information for customers on the corresponding Collections Customer Profile page to improve collections efficiency. The credit score information is available on the Collections Customer Profile page at both the customer and account level.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides access to current customer credit information, which can enhance the collector’s analysis of delinquent customers to improve business decisions.​​​

HCM

Global Payroll​

Secure Elements Through HCM Data Roles​

What it Does: Allows users to secure and limit access to elements using the HCM Data Roles and the new Element Security Profiles task flow.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Using Security Profile, users can limit the access of elements at Manage element entries, HSDL – Element Entry, Manage Elements and Quick Pay.​

Tax Overrides for a Legislative Data Group​​​​​​​

What it Does: Allows users the ability to override the calculation values defined for the user’s legislation at the Legislative Data Group (LDG) level.​

​​​​​​​​​​​​​​​​​​​Why it Helps: The LDG overrides entered on the Value Definition page are now only active between the start and end dates that the user specifies. When the override expires, the calculation values defined for the user’s legislation will again be used for payroll calculation purposes.​​​​

Support for Updating Absence Entered on Time Card​​​​​​

What it Does: Load only the updated absence entitlement information into the Payroll application, when users update an absence entitlement record that’s entered on a time card using Oracle Time and Labor.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement reduces the number of absence and element entries created when an absence is updated. As a result, it also reduces the volume and complexity of retro pay processing for absence changes.​​​

Redwood Experience for:

  • Personal Payment Methods For Self-Service Users
  • Balance By Date
  • ​Run Results

What it Does: These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VB Studio) to improve the user experience.​​

​​​​​​​​​​​​​​​​​​​Why it Helps:

    • Balance By Date – The Balance by Date page displays balances for an effective date.
    • Run Results – With this new page users can quickly view and manage calculated run results from Payroll and QuickPay processes.​​

Payroll Costing Integration with Labor Distribution​​​​​

What it Does: Users can now distribute payroll cost results to Project Financial Management using labor schedules defined for the employee.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With the Import Payroll Costs process, you can now transfer payroll costs directly to Project Financial Management.  Distribution status of the payroll costs are available to view using the Process Result Summary and Person Result pages.​​

Recruiting

Explore Jobs Using Oracle Maps​​​​

What it Does: Oracle Maps (announced in Update 23D), replaces Google Maps and Bing Maps for everyone with quicker loading capabilities. In addition, when users click a pin icon for a location to see the jobs, location names are now listed once, followed by a list of job titles which improves the look and feel of the page.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Replaces Google Maps and Bing Maps saving organizations on third party costs and integrations.​​​

Candidate Experience Generative AI – Job Fit​​​​

What it Does: The feature uses Generative Adaptive Intelligence (AI) to compare information from a candidate’s profile or uploaded resume with the job information on the job details page. A candidate’s suitability for a job is rated using a 0-5 scaled for skills, job history, education, and other data match the skills, requirements, and job information from the job details page. This element provides a summary of why they received the displayed scores.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature increases the quality of job posting as candidates receive immediate information on how well their skills, experience, education, and domain of expertise match the job requirements.​​​

Time and Labor

Enhanced Time Card Support for Defaulting Specific Values

What it Does: Allows for defaulting of values on layout components from a list of values.

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously this functionality was limited to static text and custom SQL.  Now, users can default values from a drop-down list related to the layout component being added.

Time Card Processing Enhancement for Deleted Time Entries

What it Does: Delays transfer of deleted time entries to payroll.

​​​​​​​​​​​​​​​​​​​Why it Helps: Since deleted entries are not automatically set to ‘ready to transfer’ status, the timecard must be approved after the deletion to be transferred.  This helps in keeping time entries more closely related to timecards.

Compensation

Redwood Experience for My Compensation

What it Does: You can now let people use the My Compensation page re-created with the Redwood toolkit, when you enable the Redwood experience.

​​​​​​​​​​​​​​​​​​​Why it Helps: New redesigned page for My Compensation.

Configuration

System Navigation Panel Enhancements for the Configuration UI​​

What it Does:​ ​

    • ​System navigation panel will remain “sticky” as the user scrolls on the Configuration UI.
    • System Navigation Panel location can now be displayed on the right sidebar (previously restricted to left).​​
    • Can display a small, medium, or large panel size when the System Navigation panel is displayed in the left sidebar.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows design flexibility to make the UI experience specific to your business.​​​​​​​​​​

Commerce

Alternate Input for Commerce Formula Management​​​

What it Does:​ Provides an alternate input method to create formulas using plain text entry. ​

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes formula management easy to maintain. The text-based entry method vastly increases ease-of-use and supports the following functionality:​​​​​​​​​​​

    • View all formula attributes and operators in one place.​​
    • Easily navigate to any position in the formula.​​
    • Allow quick copy-paste between formulas.​​​

CX Sales Mobile​

Scanned Typed Text Notes and Add Them to Sales Objects​

What it Does: While using the CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Scanning text and storing it as notes against a Sales Cloud object minimizes the time & effort required by salespeople to capture the information in the system. ​
(Example: Scanning a business card to quickly store contact information)​​​​​​​​​

Receive Notifications on Mobile for Upcoming Appointments​

What it Does: Notifies salespeople of their upcoming customer appointments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an additional way to remind salespeople about their meetings.​​​​​​​​​

API’s

Find Deleted Records in Sales and Fusion Service Using Deleted Records API​​​

What it Does: Users can now get a list of deleted object records in Sales and Fusion Service using the Deleted Records API.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This API will fetch the deleted object records and use that information to deactivate/delete data from external systems.​​​​​​​​

Pricing

New Pricing Portal​​

What it Does: Significant change: An all-new Pricing Engine UI using Redwood design standards now aligns with other Oracle products and provides a foundation for consolidation of CPQ pricing functionality.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Dramatically improves the pricing administrator experience and makes the pricing maintenance process simple and intuitive.​​​​​​​

Pricing Engine Pricing Rule Enhancements: “Always True” Pricing Rules​​

What it Does: The “Always True” condition provides a simplified method for creating Pricing Rules that are always true.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Customers no longer need to create a script or artificial condition and row grouping to make a Pricing Rule always apply.​​​​​​​

Pricing Engine Pricing Rule Enhancements: Change Pricing Rule Type After Creation​​

What it Does: Administrators can change the Pricing Rule type without creating a new Pricing Rule.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Simplifies the process for the pricing administrator.​

 

Global HR​

V3 Termination Support for End Temporary Assignment​

What it Does: Users can end temporary assignments by using the Terminate Employment quick action. The original assignment is activated when users terminate the temporary assignment.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Maintenance is reduced as the primary assignment does not need to be re-activated.​​​​​​

Schedule Recurring Journeys​

What it Does: Enables users to configure the recurrence for all categories of journeys, except survey, when assigning journeys using the Journeys app.

​​​​​​​​​​​​​​​​​​​Why it Helps: Recurring activities can now be triggered automatically through notifications to employees, thus reducing the need to send announcement emails from the HR central office.​​​​​​

Trigger Journeys Based on Nudges for Employment Events​

What it Does: Users can now configure a nudge to automatically assign a journey when specific employment events occur.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Nudges can be useful in kicking off actions from the system prior to the expiration of contracts, assignments, certifications etc.​​​​​

Disability Attributes Added to the Change Personal Information Approval Rule​

What it Does: Enables users to configure The Change Personal Information approval rule with the addition of the Current Person Disability or Proposed Person Disability attributes.​​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can configure approval rules based on these attributes, as required.​​​

Addition of Standard Annual Working Duration, Annual Working Duration and Units of Measure for Position​

What it Does: Full Time Equivalent (FTE) is the number of hours worked by a worker on a full-time basis and is typically used to determine the workload. The working hours and standard working hours are used to calculate the FTE for a worker. This is to calculate the adjusted FTE for workers in positions that don’t work the standard 52 weeks annually. Users can now default these values from the job, location, or organization when a position is created.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature can be used to accurately capture FTE in organizations where employees do not work for all 52 weeks of the year.​​​

Time and Labor​

Team Time Change Requests​

What it Does: Provides a new area for managers to review employee changes to timecard entries.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously only available through notifications, now managers have a dedicated page with a search and filter option to view all direct reports time changes. This helps managers get a clearer view of team time changes.​​​​

New HSDL Template for Public Holiday Calendar Events​

What it Does: Allows users to upload spreadsheets for yearly holiday entries.​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This will help end users quickly enter all holidays for the year with a simple spreadsheet upload. Previously if entering holidays for an organization it required manual configuration.​​

Web Clock Enhancements​

What it Does: Includes enhancements to the Web Clock:

    • Geolocation​​
    • Missing Out/Missing In Validations​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Admins can now view the device and specific geo-location of the employee who is entering time via Web Clock.​ There are additional validations to prevent errors when reporting time via Web Clock to prevent users from forgetting to enter time in/out.​​

Global Payroll​

Retro Pay Late Hire Additions​​

What it Does: Admins can configure event actions to enable the “Evaluate Late Hires” flow to evaluate late hires, create a net pay result, and create retro event notifications.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows late hires to be processed within the “Recalculate Payroll for Retroactive Changes” process. Replaces the need to manually enter an element entry against the late hire.​​​

Ability to Record Costing Information as Part of a Global Transfer​​

What it Does: Allows users to input costing segment changes when doing a global transfer.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: When not using position level costing, users can now transfer and update the costing details in one process.​

Export Payroll Run Results​ and Export Payroll Balance Results​​

What it Does: Allows users to export payroll run results and payroll balance results to Excel.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously a user would need to run a report to get this information out of Oracle. Now you can easily click the “Export Button” directly from the page and export the information to excel without having to run an additional report.​​

Learning

Observation Checklist​

What it Does: An Observation Checklist activity provides the ability for someone to confirm the learner has obtained the necessary knowledge from the training before their assignment is completed. Once the Learner has finished the training, a worklist notification is sent to the observer who must complete the questionnaire and submit.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets learners assess their learning and lets observers assess it as well.​​

Activity Sequencing​​

What it Does: Users can now define the order in which a learner progresses through a series of activities in offerings or specializations. Users can also define whether completion is required or optional for each activity.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets users control the order in which learners complete offering and specialization activities.​

Recruiting

New Print Action for Job Applications​

What it Does: Users can use the new Print action to create a PDF version of a job application. On the Print Job Application page, users can select which content and attachments they want to print.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature, users can generate PDF files of job applications and share those PDFs with other users involved in the review and selection of job applications.​

Configurable Career Site Job Details Page​​

What it Does: Users can now configure the job details page displayed on the career site to match the look and feel of their corporate identity.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this enhancement, users can provide a more engaging experience to candidates.​​

Human Capital Management

Going Paperless in HR: Myth or Reality?

Let Cloud Empower Your Employees and Enhance Their Experience

Integration

SFDC to CDM Connector

AST Corporation Takes Systems Integration to the Next Level

Simplify Oracle ERP Cloud Integration with AST Cloud Connect

Enable Rapid Cloud Adoption with AST’s Cloud Integration Accelerator

Knowledge Base

Webinar | Tackling the Talent Crisis with Cloud Technology

Webinar | Digital Business Registration: Navigating the World of Touchless Technology in Government

Guided Selling with Oracle CPQ

Go Faster with Oracle CPQ

Webinar | New Year’s Resolution #1 – Manage & Govern Your Enterprise Metadata Now!

Webinar | Elevate Your ERP Cloud with AI-Based Finance Automation

Webinar | Level Up Your Oracle Cloud Apps with Autonomous Testing

Webinar | Surf the Wave of Property Tax Assessment Appeals

Lunch & Learn on Oracle Security Solutions

Unleash Your Oracle Ecosystem with API led Transformation

Modernize EBS with Oracle Cloud

The Reemergence of Oracle Analytics Cloud

AST’s Autonomous Cloud Tester (ACT) – Turbocharge your cloud testing cycles! (Demo)

SFDC to CDM Connector

Driving Transformation with Oracle Cloud IaaS – An IT Value Platform

From Oracle On-Premises to Hyperion Budgeting in the Cloud

Customer Management for the Engineering & Construction Industry

Automating ERP Application Processes through OCR and Workflow Technologies

Migrate to Oracle CPQ at the Speed of Light with AST’s EBS to CPQ Accelerator

Supercharge your Salesforce Data with Oracle MDM and Data Quality Solutions

Narrative Reporting with Oracle’s Enterprise Performance Reporting Cloud Service EPRCS

Reaching New Heights in the Canadian Public Sector: Planning and Budgeting in the Cloud

Solutions for the Engineering & Construction Industry

Oracle CPQ for the Media Industry Demo: Quote Renewals

Oracle CPQ for the Media Industry Demo: Creating an Order Amendment

Oracle CPQ for the Media Industry Demo: Creating a New Quote/Order

Oracle CPQ for the Media Industry

AST Corporation Takes Systems Integration to the Next Level

Simplify Oracle ERP Cloud Integration with AST Cloud Connect

How Leading Cities Exceed Citizen Expectations with 311 Solutions

Transforming Public Sector Organizations Through the Cloud

Going Paperless in HR: Myth or Reality?

Accelerate Your Regression Testing Efforts Using the Oracle Application Testing Suite

A Beginner’s Guide to Oracle Planning & Budgeting Cloud Service

Empower Enterprise-Wide Reporting with Oracle DRM

Enable Rapid Cloud Adoption with AST’s Cloud Integration Accelerator

Enterprise Content Management (ECM) for EBS

Revolutionize Performance Management and Document Tracking with Oracle SLM

Connecting to Citizens: A Cloud-Based Approach to Enhancing the Utility Customer Experience

Affordable Care Act Reporting – Achieve Compliance with a Proven Oracle Based Solution

Prepare Today for a Future in the Cloud

Let Cloud Empower Your Employees and Enhance Their Experience

EBS/WAM Integration for Utilities

How to Create a Best in Class Customer Experience for Transit Organizations

Latest News

Lisle AST Holiday Party

Last week our AST Lisle office had their annual Ugly Sweater and White Elephant Holiday Party. This momentous time of year is a great reminder about how much we have to be thankful to each other for and share our lives in celebration. What a wonderful way to end the year!

AST Dallas Provides Coats for 4th Grade Class

This year our AST Dallas office collected donations to provide coats to a 4th grade class at the Cesar Chavez learning center in the Dallas ISD. We not only delivered coats but by the looks of it we also delivered smiles. It’s so heartwarming to know they will be bundled up as we Texans know January is always the coldest month. Glad to be part of an organization that gives back to their local communities. Thank you all who contributed Texas Team! 

It Was Great to See Everyone at OOW Canada!

AST would like to thank everyone who was able to come out to the Oracle OpenWorld events in Canada! We were so happy with the turn-out at our Best of Oracle OpenWorld events in Regina and Victoria – despite the weather! Here are some pics from this energetic event.  If you missed it, read more here:  https://conta.cc/2S6UNZO 

We’re happy to have had the chance to present with Oracle and meet one-on-one to help people find the right Oracle and AST solution to meet their business objectives. 

Also, thank you to the AST and Oracle teams for traveling to Regina, SK and Victoria, BC to attend and share their expertise.  It is because of you that AST is a top organization for digital transformation and a go-to partner for Oracle. 

Press Release: AST Awarded Winner of the Chicago Top Workplaces 2019

AST has been awarded a Top Workplaces 2019 honor by The Chicago Tribune. The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution, and connection, just to name a few.  

“The Top Workplaces award is about much more than recognition and celebration,” said Eric Rubino, CEO of Energage. “Our research also shows that these organizations achieve higher referral rates, lower employee turnover, and double the employee engagement levels. It just goes to show that being intentional about culture delivers bottom-line results.”  

“Employees at AST have worked hard to get us where we are today. Their passion shows in the exemplary work they perform on a daily basis. Their dedication is acknowledged and appreciated by our clients as well as the leadership team,” said Justin Winter, CEO of AST. “It’s no coincidence that we have now been awarded best Top Company for our fourth year. We have an amazing team.” AST Corporation is a Platinum level member of Oracle PartnerNetwork. 

Read the rest of the press release here. 

Lift & Shift

Modernize EBS with Oracle Cloud

Managed Services

Modernize EBS with Oracle Cloud

Driving Transformation with Oracle Cloud IaaS – An IT Value Platform

Prepare Today for a Future in the Cloud

Manufacturing & Supply Chain

Procurement Contracts

Sign Contracts with Adobe Acrobat Sign

What it Does: It allows businesses to use Adobe Acrobat to manage the electronic signature process for contract documents created in Enterprise Contracts.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature helps contract administrators to prepare the signature process and communicate to the parties using Adobe Acrobat Sign. Contract Admins can also track the electronic signature process and makes the consequent contract status updates.

General Ledger

URL Attachments in Create Single Journal ADFdi Spreadsheet

What it Does: Attachments are at the journal level and can be added while uploading a spreadsheet journal.

​​​​​​​​​​​​​​​​​​​Why it Helps: Supporting documents can be attached at the time of a spreadsheet journal creation. Separate manual exercise can be avoided for attachments.

Commerce

Add Products With Fixed Structure to a Commerce Transaction

What it Does: Products with fixed structures (BOM hierarchies) can be selected and added to the quote from Quick Add, Parts Search, Multi-part search, etc.

​​​​​​​​​​​​​​​​​​​Why it Helps: Simplifies user experience to add standardized products to quotes.

Receiving

Receive Goods and Services on Behalf of Others Using the Responsive Self-Service Receiving Application

What it Does: The feature allows users to create a receipt for goods & services for any other user’s order, anytime or anywhere on a mobile device via responsive application.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps the user receive the order on behalf of others. If the requestor is not available to receive the order, it can be received by another user from the mobile device itself.

Integration

OpenID Connect for Single Sign-On

What it Does: OIDC adds an identity layer to OAuth 2.0 that enables a federated SSO solution between Oracle and Custom Applications configured in IDCS.

​​​​​​​​​​​​​​​​​​​Why it Helps: Better user experience through additional Single Sign On options.

Oracle Fusion CRM Integration Added to Integration Center

What it Does: Streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales (CX Sales).

​​​​​​​​​​​​​​​​​​​Why it Helps: This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations.

Pricing

Support Hierarchical Product Pricing in Pricing Engine

What it Does: Businesses can execute different prices for a product based on the presence and location of the product within a product hierarchy, bundle, or BOM.  Products may be either a standalone part or a BOM item defined in a CPQ BOM Item Definition table, including root BOM Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows businesses to offer different pricing when an item is included in a configuration or bought standalone.

Optimize Pricing Engine Performance

What it Does: Eliminates redundant invocations of CPQ Pricing Engine during sales user interactions to improve performance.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves performance for a better CPQ user experience.

Manufacturing

Create a Process Manufacturing Work Definition Using an Item Structure

What it Does: With this update, you can now use an item structure to provide a bill of inputs in a process manufacturing work definition (like discrete manufacturing).

​​​​​​​​​​​​​​​​​​​Why it Helps: This update allows users to create process manufacturing work definitions with a predefined set of inputs and outputs.

Control Material Planning Based on Item Supply Type

What it Does: With this update, you can now control the include in planning behavior for item supply types supplier and bulk by checking the new plant parameter, Supply Types to Include in Planning by Default for Operation Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides flexibility in determining if supplier and bulk supply type items must be planned.

Order Management

Copy Order Lines in Revisions

What it Does: Allows users to copy an order line in the Order Management work area when the sales order is in draft status or when revising an order.

​​​​​​​​​​​​​​​​​​​Why it Helps: Give users the option of copying values from an existing order line, kit, or configured item to create a new line, kit, or configured item instead of having to manually create and enter values.

Inventory Management

Transact Lots Without On-hand Quantity

What it Does: Gives users the ability to transact against lots with zero on-hand balances for Interorganization Transfers, Miscellaneous Transactions, and Subinventory Transfers when your organization allows negative balances.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps avoid waiting for on-hand quantities to be transacted into stores before allowing their consumption. It can also avoid exception errors occurring for the same reason, saving resolution time.

Create Copies of Inventory Organizations

What it Does: Quickly make one or more copies of an existing inventory organization.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature is suited for customer implementation projects where a warehouse for a new country or region is created and tested, with the intent to then duplicate that setup in a series of near identical facilities.

Receipt Accounting

Write Off Accruals With No Receipts

What it Does: Users can now clear receipt accrual balances for purchases without receipts but with invoices matched to the order.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps users to reconcile and clear old accrual accounts in accounts payable for orders that are closed, or no further activity is expected in the period.

Procurement: (Purchasing)

Search Requisitions by Line Descriptive Flexfields as a Buyer

What it Does: As a buyer, you can now filter requisitions to be processed into purchase orders using descriptive flex fields.

​​​​​​​​​​​​​​​​​​​Why it Helps: It helps buyers to make decisions and process requisitions to purchase orders by searching the requisitions line descriptive flex fields in the process requisitions screen.

Route Purchase Orders for Approval Based on Referenced Documents

What it Does: Users can create approval rules with Sourced to Blanket Agreement, Sourced to Contract Agreement, Master Contract Exists and Negotiation Exists approval attributes to route purchasing documents for approval.

​​​​​​​​​​​​​​​​​​​Why it Helps:

Helps to use source document references, such as blanket and contract agreements, master contracts, and solicitation references, to route purchasing documents for approval.

The Sourced to Blanket Agreement or contract agreement, or Master contract approval attribute indicates whether these references exist on the purchase order line.

Configuration

System Navigation Panel Enhancements for the Configuration UI​​

What it Does:​ ​

    • ​System navigation panel will remain “sticky” as the user scrolls on the Configuration UI.
    • System Navigation Panel location can now be displayed on the right sidebar (previously restricted to left).​​
    • Can display a small, medium, or large panel size when the System Navigation panel is displayed in the left sidebar.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows design flexibility to make the UI experience specific to your business.​​​​​​​​​​

Commerce

Alternate Input for Commerce Formula Management​​​

What it Does:​ Provides an alternate input method to create formulas using plain text entry. ​

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes formula management easy to maintain. The text-based entry method vastly increases ease-of-use and supports the following functionality:​​​​​​​​​​​

    • View all formula attributes and operators in one place.​​
    • Easily navigate to any position in the formula.​​
    • Allow quick copy-paste between formulas.​​​

CX Sales Mobile​

Scanned Typed Text Notes and Add Them to Sales Objects​

What it Does: While using the CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Scanning text and storing it as notes against a Sales Cloud object minimizes the time & effort required by salespeople to capture the information in the system. ​
(Example: Scanning a business card to quickly store contact information)​​​​​​​​​

Receive Notifications on Mobile for Upcoming Appointments​

What it Does: Notifies salespeople of their upcoming customer appointments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an additional way to remind salespeople about their meetings.​​​​​​​​​

API’s

Find Deleted Records in Sales and Fusion Service Using Deleted Records API​​​

What it Does: Users can now get a list of deleted object records in Sales and Fusion Service using the Deleted Records API.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This API will fetch the deleted object records and use that information to deactivate/delete data from external systems.​​​​​​​​

Pricing

New Pricing Portal​​

What it Does: Significant change: An all-new Pricing Engine UI using Redwood design standards now aligns with other Oracle products and provides a foundation for consolidation of CPQ pricing functionality.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Dramatically improves the pricing administrator experience and makes the pricing maintenance process simple and intuitive.​​​​​​​

Pricing Engine Pricing Rule Enhancements: “Always True” Pricing Rules​​

What it Does: The “Always True” condition provides a simplified method for creating Pricing Rules that are always true.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Customers no longer need to create a script or artificial condition and row grouping to make a Pricing Rule always apply.​​​​​​​

Pricing Engine Pricing Rule Enhancements: Change Pricing Rule Type After Creation​​

What it Does: Administrators can change the Pricing Rule type without creating a new Pricing Rule.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Simplifies the process for the pricing administrator.​

 

Global HR​

V3 Termination Support for End Temporary Assignment​

What it Does: Users can end temporary assignments by using the Terminate Employment quick action. The original assignment is activated when users terminate the temporary assignment.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Maintenance is reduced as the primary assignment does not need to be re-activated.​​​​​​

Schedule Recurring Journeys​

What it Does: Enables users to configure the recurrence for all categories of journeys, except survey, when assigning journeys using the Journeys app.

​​​​​​​​​​​​​​​​​​​Why it Helps: Recurring activities can now be triggered automatically through notifications to employees, thus reducing the need to send announcement emails from the HR central office.​​​​​​

Trigger Journeys Based on Nudges for Employment Events​

What it Does: Users can now configure a nudge to automatically assign a journey when specific employment events occur.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Nudges can be useful in kicking off actions from the system prior to the expiration of contracts, assignments, certifications etc.​​​​​

Disability Attributes Added to the Change Personal Information Approval Rule​

What it Does: Enables users to configure The Change Personal Information approval rule with the addition of the Current Person Disability or Proposed Person Disability attributes.​​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can configure approval rules based on these attributes, as required.​​​

Addition of Standard Annual Working Duration, Annual Working Duration and Units of Measure for Position​

What it Does: Full Time Equivalent (FTE) is the number of hours worked by a worker on a full-time basis and is typically used to determine the workload. The working hours and standard working hours are used to calculate the FTE for a worker. This is to calculate the adjusted FTE for workers in positions that don’t work the standard 52 weeks annually. Users can now default these values from the job, location, or organization when a position is created.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature can be used to accurately capture FTE in organizations where employees do not work for all 52 weeks of the year.​​​

Time and Labor​

Team Time Change Requests​

What it Does: Provides a new area for managers to review employee changes to timecard entries.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously only available through notifications, now managers have a dedicated page with a search and filter option to view all direct reports time changes. This helps managers get a clearer view of team time changes.​​​​

New HSDL Template for Public Holiday Calendar Events​

What it Does: Allows users to upload spreadsheets for yearly holiday entries.​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This will help end users quickly enter all holidays for the year with a simple spreadsheet upload. Previously if entering holidays for an organization it required manual configuration.​​

Web Clock Enhancements​

What it Does: Includes enhancements to the Web Clock:

    • Geolocation​​
    • Missing Out/Missing In Validations​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Admins can now view the device and specific geo-location of the employee who is entering time via Web Clock.​ There are additional validations to prevent errors when reporting time via Web Clock to prevent users from forgetting to enter time in/out.​​

Global Payroll​

Retro Pay Late Hire Additions​​

What it Does: Admins can configure event actions to enable the “Evaluate Late Hires” flow to evaluate late hires, create a net pay result, and create retro event notifications.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows late hires to be processed within the “Recalculate Payroll for Retroactive Changes” process. Replaces the need to manually enter an element entry against the late hire.​​​

Ability to Record Costing Information as Part of a Global Transfer​​

What it Does: Allows users to input costing segment changes when doing a global transfer.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: When not using position level costing, users can now transfer and update the costing details in one process.​

Export Payroll Run Results​ and Export Payroll Balance Results​​

What it Does: Allows users to export payroll run results and payroll balance results to Excel.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously a user would need to run a report to get this information out of Oracle. Now you can easily click the “Export Button” directly from the page and export the information to excel without having to run an additional report.​​

Learning

Observation Checklist​

What it Does: An Observation Checklist activity provides the ability for someone to confirm the learner has obtained the necessary knowledge from the training before their assignment is completed. Once the Learner has finished the training, a worklist notification is sent to the observer who must complete the questionnaire and submit.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets learners assess their learning and lets observers assess it as well.​​

Activity Sequencing​​

What it Does: Users can now define the order in which a learner progresses through a series of activities in offerings or specializations. Users can also define whether completion is required or optional for each activity.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets users control the order in which learners complete offering and specialization activities.​

Recruiting

New Print Action for Job Applications​

What it Does: Users can use the new Print action to create a PDF version of a job application. On the Print Job Application page, users can select which content and attachments they want to print.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature, users can generate PDF files of job applications and share those PDFs with other users involved in the review and selection of job applications.​

Configurable Career Site Job Details Page​​

What it Does: Users can now configure the job details page displayed on the career site to match the look and feel of their corporate identity.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this enhancement, users can provide a more engaging experience to candidates.​​

Talent

Time Based Reminders when a Worker has Not Updated the Talent Profile for a Certain Number of Days​

What it Does: Enables users to initiate notifications to workers when their talent profile is not updated for a certain number of days.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps employees keep their Talent Profile up to date.​

Sourcing Copy

Extend a Closed Negotiation​

What it Does: This feature allows the extension of a closed negotiation to give suppliers more time to respond.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature will help in situations where suppliers missed the response submission deadline, or if there weren’t enough supplier responses. Category managers can easily extend the negotiation to increase the timeline for receiving additional responses.​​

Procurement

Specify a Contract Purchase Agreement when Processing Requisition Lines Using the Document Builder​​

What it Does: With this feature, users can specify a contract purchase agreement as the source document when processing requisition lines into a purchase order using the document builder option.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Before this update, you could specify only blanket purchase agreements as the source document in the document builder.​

Create Purchase Order Lines with Negative Amounts​​

What it Does: Create purchase order lines with negative amounts to record credits to the ordered amount that you have negotiated with your supplier.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature buyers can use a negative amount line to represent a credit, for example an equipment trade-in. When a vendor receives an invoice with a negative amount line, they can match the invoice line to the negative amount order line.​

View Negotiation Details for Purchase Orders and Purchase Agreements Created as Negotiation Award Outcomes​

What it Does: Enables users to view the negotiation number for purchase orders and agreements created as negotiation award outcomes as either the buyer or the supplier.​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can leverage the new negotiation number link on a Purchase Order or Purchase Agreement to drill down into the Sourcing module and view negotiation details. Also, it helps track POs/Agreements by negotiation.​

Cost Management​

Perform On-demand Cost Rollup for Configured Items​

What it Does: This feature allows users to roll up and publish standard cost updates for purchased and manufactured configured items whenever the component costs or resources change. Users can also perform a cost rollup for a configured item without a work order.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Establishes accurate costs of your configured items when the component costs and labor rates fluctuate. Value the inventory at any point in time accurately. After costing the transactions, accounting doesn’t reflect any incorrect variances.​

Manufacturing

Manage Item Substitution during Work Order Execution​

What it Does: This feature allows users to manage and view the item substitutions in a work order. Using the predefined item substitutions in the item structure, users can view the substitutions, check their availability, and replace them with substitute items during the work order execution.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: During the production process, some materials may be in shortage. To meet production demand, predefined material substitutions could be leveraged while maintaining the quality of finished goods.​​

Mass Transit

Transforming Public Sector Organizations Through the Cloud

How to Create a Best in Class Customer Experience for Transit Organizations

Master Data Management

SFDC to CDM Connector

Supercharge your Salesforce Data with Oracle MDM and Data Quality Solutions

Media

Oracle CPQ for the Media Industry Demo: Quote Renewals

Oracle CPQ for the Media Industry Demo: Creating an Order Amendment

Oracle CPQ for the Media Industry Demo: Creating a New Quote/Order

Oracle CPQ for the Media Industry

MuleSoft

Unleash Your Oracle Ecosystem with API led Transformation

Newsroom Video

Webinar | Tackling the Talent Crisis with Cloud Technology

Webinar | Digital Business Registration: Navigating the World of Touchless Technology in Government

Guided Selling with Oracle CPQ

Go Faster with Oracle CPQ

Webinar | New Year’s Resolution #1 – Manage & Govern Your Enterprise Metadata Now!

Webinar | Elevate Your ERP Cloud with AI-Based Finance Automation

Webinar | Level Up Your Oracle Cloud Apps with Autonomous Testing

Webinar | Surf the Wave of Property Tax Assessment Appeals

Calfrac | AST Client Testimonials

Webinar | Surf the Wave of Property Tax Assessment Appeals

Carmeuse | AST Client Testimonials

Fireside Chat with Mike Olinek – CFO, Calfrac

AST Remembrances – A 25th Anniversary Recollection

AST Celebrates 25 Years of Purposeful Digital Transformation

Modernize EBS with Oracle Cloud

AST’s Autonomous Cloud Tester (ACT) – Turbocharge your cloud testing cycles! (Demo)

AST’s Offshore Delivery Center

AST Cloud Solutions

SFDC to CDM Connector

AST NCTV17 Business Connection Segment

Driving Transformation with Oracle Cloud IaaS – An IT Value Platform

Customer Management for the Engineering & Construction Industry

AST Multi Pillar Solutions

Automating ERP Application Processes through OCR and Workflow Technologies

Migrate to Oracle CPQ at the Speed of Light with AST’s EBS to CPQ Accelerator

Supercharge your Salesforce Data with Oracle MDM and Data Quality Solutions

Narrative Reporting with Oracle’s Enterprise Performance Reporting Cloud Service EPRCS

Reaching New Heights in the Canadian Public Sector: Planning and Budgeting in the Cloud

Solutions for the Engineering & Construction Industry

Oracle CPQ for the Media Industry Demo: Quote Renewals

Oracle CPQ for the Media Industry Demo: Creating an Order Amendment

Oracle CPQ for the Media Industry Demo: Creating a New Quote/Order

Oracle CPQ for the Media Industry

Simplify Oracle ERP Cloud Integration with AST Cloud Connect

Sneak Peek: AST and Oracle CJIS Enterprise Solutions

How Leading Cities Exceed Citizen Expectations with 311 Solutions

Going Paperless in HR: Myth or Reality?

Accelerate Your Regression Testing Efforts Using the Oracle Application Testing Suite

Empower Enterprise-Wide Reporting with Oracle DRM

Enable Rapid Cloud Adoption with AST’s Cloud Integration Accelerator

Enterprise Content Management (ECM) for EBS

Revolutionize Performance Management and Document Tracking with Oracle SLM

Connecting to Citizens: A Cloud-Based Approach to Enhancing the Utility Customer Experience

Affordable Care Act Reporting – Achieve Compliance with a Proven Oracle Based Solution

Prepare Today for a Future in the Cloud

Let Cloud Empower Your Employees and Enhance Their Experience

EBS/WAM Integration for Utilities

How to Create a Best in Class Customer Experience for Transit Organizations

Not-for-Profit

Transforming Public Sector Organizations Through the Cloud

Oracle

Modernize EBS with Oracle Cloud

Press Releases

AST India Recognized as Certified Great Place to Work®

AST Recognized as a 2023 Top Workplace in the Nation for Culture Excellence

AST Named Chicago Top Workplace for Fifth Consecutive Year

AST India Recognized as Certified Great Place to Work®

Applications Software Technology Acquires 9Edge to Advance Digital Transformation Solutions

Applications Software Technology Announces Strategic Acquisition of Computer Technology Resources

AST Named One of India’s Best Workplaces™ for Women 2022

AST Wins Top Workplaces USA, 2022

AST India Recognized as Certified Great Place to Work®

AST Announces Strategic Investment by Recognize

AST Named Nationwide Winner of ‘Best and Brightest Companies to Work For®’, 2021

AST and Center for Digital Government Survey Finds Critical Role of Digital Transformation in Business Resilience, Cost Efficiency, and Delivery of Modern Services Post-Pandemic

AST Named ‘Top Workplace’ for Third Consecutive Year

AST Releases Version 4.0 of Advanced Test Automation Service

AST Awarded ‘Most Admired Employer Brand’ by HRO Today

Applications Software Technology Joins Nearly 2,000 CEOs in Unprecedented Commitment to Advance Diversity and Inclusion in the Workplace

AST Wins Chicago’s Best and Brightest Companies to Work For, 2021

AST India Achieves Certification as Great Place to Work®

AST LLC Partners with Auditoria.AI to Provide Support for Oracle ERP Cloud

AST Releases Automated Testing-as-a-Service 3.0

AST LLC Becomes OneStream Software Implementation Partner

AST Welcomes College of American Pathologists (CAP) Leadership in Pune, India

AST Awarded Winner of the Chicago Top Workplaces 2019

AST Announces Stephen Engel as its New Chief Revenue Officer

AST Announces Justin Winter as its new CEO

AST Recognized as Oracle Cloud Excellence Implementer (CEI) for FCCS, EPRCS

AST Joins Salesforce Partner Program as Registered Consulting Partner

AST Achieves ‘Public Sector Partner’ Status with Amazon Web Services (AWS)

AST Joins the MuleSoft Partner Program

AST LLC Achieves ISO/IEC 27001 Certification

Realtor.com® Signs with AST for Transformational Cloud ERP Implementation

AST Becomes Oracle Cloud Managed Services Provider

King County Live on Oracle PBCS in Record Implementation

AST to Partner with EPB of Chattanooga on Oracle Security Suite

Modern Oracle Cloud at City of San Jose

AST Takes A&D Industry Leader Live on Oracle IaaS

Projects & Portfolio Management

Cost Management and Control

Budgetary Control for Project-Specific Procurement to an Inventory or Work Order Destination

What it Does: Check for funds availability, reserve funds against control budgets, and account for encumbrances, if applicable, when procuring material to an inventory destination for sponsored or non-sponsored projects.

​​​​​​​​​​​​​​​​​​​Why it Helps: This capability is also available when procuring material directly to a work order destination from a project-specific manufacturing or maintenance work order.

Integration

OpenID Connect for Single Sign-On

What it Does: OIDC adds an identity layer to OAuth 2.0 that enables a federated SSO solution between Oracle and Custom Applications configured in IDCS.

​​​​​​​​​​​​​​​​​​​Why it Helps: Better user experience through additional Single Sign On options.

Oracle Fusion CRM Integration Added to Integration Center

What it Does: Streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales (CX Sales).

​​​​​​​​​​​​​​​​​​​Why it Helps: This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations.

Pricing

Support Hierarchical Product Pricing in Pricing Engine

What it Does: Businesses can execute different prices for a product based on the presence and location of the product within a product hierarchy, bundle, or BOM.  Products may be either a standalone part or a BOM item defined in a CPQ BOM Item Definition table, including root BOM Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows businesses to offer different pricing when an item is included in a configuration or bought standalone.

Optimize Pricing Engine Performance

What it Does: Eliminates redundant invocations of CPQ Pricing Engine during sales user interactions to improve performance.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves performance for a better CPQ user experience.

Manufacturing

Create a Process Manufacturing Work Definition Using an Item Structure

What it Does: With this update, you can now use an item structure to provide a bill of inputs in a process manufacturing work definition (like discrete manufacturing).

​​​​​​​​​​​​​​​​​​​Why it Helps: This update allows users to create process manufacturing work definitions with a predefined set of inputs and outputs.

Control Material Planning Based on Item Supply Type

What it Does: With this update, you can now control the include in planning behavior for item supply types supplier and bulk by checking the new plant parameter, Supply Types to Include in Planning by Default for Operation Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides flexibility in determining if supplier and bulk supply type items must be planned.

Order Management

Copy Order Lines in Revisions

What it Does: Allows users to copy an order line in the Order Management work area when the sales order is in draft status or when revising an order.

​​​​​​​​​​​​​​​​​​​Why it Helps: Give users the option of copying values from an existing order line, kit, or configured item to create a new line, kit, or configured item instead of having to manually create and enter values.

Inventory Management

Transact Lots Without On-hand Quantity

What it Does: Gives users the ability to transact against lots with zero on-hand balances for Interorganization Transfers, Miscellaneous Transactions, and Subinventory Transfers when your organization allows negative balances.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps avoid waiting for on-hand quantities to be transacted into stores before allowing their consumption. It can also avoid exception errors occurring for the same reason, saving resolution time.

Create Copies of Inventory Organizations

What it Does: Quickly make one or more copies of an existing inventory organization.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature is suited for customer implementation projects where a warehouse for a new country or region is created and tested, with the intent to then duplicate that setup in a series of near identical facilities.

Receipt Accounting

Write Off Accruals With No Receipts

What it Does: Users can now clear receipt accrual balances for purchases without receipts but with invoices matched to the order.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps users to reconcile and clear old accrual accounts in accounts payable for orders that are closed, or no further activity is expected in the period.

Procurement: (Purchasing)

Search Requisitions by Line Descriptive Flexfields as a Buyer

What it Does: As a buyer, you can now filter requisitions to be processed into purchase orders using descriptive flex fields.

​​​​​​​​​​​​​​​​​​​Why it Helps: It helps buyers to make decisions and process requisitions to purchase orders by searching the requisitions line descriptive flex fields in the process requisitions screen.

Route Purchase Orders for Approval Based on Referenced Documents

What it Does: Users can create approval rules with Sourced to Blanket Agreement, Sourced to Contract Agreement, Master Contract Exists and Negotiation Exists approval attributes to route purchasing documents for approval.

​​​​​​​​​​​​​​​​​​​Why it Helps:

Helps to use source document references, such as blanket and contract agreements, master contracts, and solicitation references, to route purchasing documents for approval.

The Sourced to Blanket Agreement or contract agreement, or Master contract approval attribute indicates whether these references exist on the purchase order line.

Procurement: (Sourcing)

Display Supplier Item, Manufacturer, and Manufacturer Part Number in Negotiations

What it Does: When negotiating items for manufacturing, distribution, or direct material procurement, users can now view the supplier item, manufacturer, and manufacturer part number associated with each item.

​​​​​​​​​​​​​​​​​​​Why it Helps: Suppliers can identify the supplier item number correctly and provide an accurate quote for the line items. The extra burden of referencing the product catalog or other supplier item reference manually is eliminated.

Billing and Revenue Management

Bill Transaction and Exception Analysis Using Oracle Transactional Business Intelligence (OTBI)

What it Does: Create ad-hoc analyses and dashboards on bill transactions and revenue and billing exceptions using new real time subject areas within OTBI. See unbilled cost transactions and billing events in summary and detail.

​​​​​​​​​​​​​​​​​​​Why it Helps: Analyze trends in revenue and billing exceptions to see how successful your action plans are in reducing exceptions.

Quantity and Rate Displayed on the Labor Invoice Lines

What it Does: Capture quantity, unit of measure, and unit price on labor project contract invoice lines.

​​​​​​​​​​​​​​​​​​​Why it Helps: The main benefit of this feature is to transfer the attributes to receivables, so users can print them on the receivables invoice, display them on the invoice UI, and include them in OTBI reports.

Configuration

System Navigation Panel Enhancements for the Configuration UI​​

What it Does:​ ​

    • ​System navigation panel will remain “sticky” as the user scrolls on the Configuration UI.
    • System Navigation Panel location can now be displayed on the right sidebar (previously restricted to left).​​
    • Can display a small, medium, or large panel size when the System Navigation panel is displayed in the left sidebar.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows design flexibility to make the UI experience specific to your business.​​​​​​​​​​

Commerce

Alternate Input for Commerce Formula Management​​​

What it Does:​ Provides an alternate input method to create formulas using plain text entry. ​

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes formula management easy to maintain. The text-based entry method vastly increases ease-of-use and supports the following functionality:​​​​​​​​​​​

    • View all formula attributes and operators in one place.​​
    • Easily navigate to any position in the formula.​​
    • Allow quick copy-paste between formulas.​​​

CX Sales Mobile​

Scanned Typed Text Notes and Add Them to Sales Objects​

What it Does: While using the CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Scanning text and storing it as notes against a Sales Cloud object minimizes the time & effort required by salespeople to capture the information in the system. ​
(Example: Scanning a business card to quickly store contact information)​​​​​​​​​

Receive Notifications on Mobile for Upcoming Appointments​

What it Does: Notifies salespeople of their upcoming customer appointments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an additional way to remind salespeople about their meetings.​​​​​​​​​

API’s

Find Deleted Records in Sales and Fusion Service Using Deleted Records API​​​

What it Does: Users can now get a list of deleted object records in Sales and Fusion Service using the Deleted Records API.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This API will fetch the deleted object records and use that information to deactivate/delete data from external systems.​​​​​​​​

Pricing

New Pricing Portal​​

What it Does: Significant change: An all-new Pricing Engine UI using Redwood design standards now aligns with other Oracle products and provides a foundation for consolidation of CPQ pricing functionality.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Dramatically improves the pricing administrator experience and makes the pricing maintenance process simple and intuitive.​​​​​​​

Pricing Engine Pricing Rule Enhancements: “Always True” Pricing Rules​​

What it Does: The “Always True” condition provides a simplified method for creating Pricing Rules that are always true.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Customers no longer need to create a script or artificial condition and row grouping to make a Pricing Rule always apply.​​​​​​​

Pricing Engine Pricing Rule Enhancements: Change Pricing Rule Type After Creation​​

What it Does: Administrators can change the Pricing Rule type without creating a new Pricing Rule.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Simplifies the process for the pricing administrator.​

 

Global HR​

V3 Termination Support for End Temporary Assignment​

What it Does: Users can end temporary assignments by using the Terminate Employment quick action. The original assignment is activated when users terminate the temporary assignment.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Maintenance is reduced as the primary assignment does not need to be re-activated.​​​​​​

Schedule Recurring Journeys​

What it Does: Enables users to configure the recurrence for all categories of journeys, except survey, when assigning journeys using the Journeys app.

​​​​​​​​​​​​​​​​​​​Why it Helps: Recurring activities can now be triggered automatically through notifications to employees, thus reducing the need to send announcement emails from the HR central office.​​​​​​

Trigger Journeys Based on Nudges for Employment Events​

What it Does: Users can now configure a nudge to automatically assign a journey when specific employment events occur.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Nudges can be useful in kicking off actions from the system prior to the expiration of contracts, assignments, certifications etc.​​​​​

Disability Attributes Added to the Change Personal Information Approval Rule​

What it Does: Enables users to configure The Change Personal Information approval rule with the addition of the Current Person Disability or Proposed Person Disability attributes.​​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can configure approval rules based on these attributes, as required.​​​

Addition of Standard Annual Working Duration, Annual Working Duration and Units of Measure for Position​

What it Does: Full Time Equivalent (FTE) is the number of hours worked by a worker on a full-time basis and is typically used to determine the workload. The working hours and standard working hours are used to calculate the FTE for a worker. This is to calculate the adjusted FTE for workers in positions that don’t work the standard 52 weeks annually. Users can now default these values from the job, location, or organization when a position is created.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature can be used to accurately capture FTE in organizations where employees do not work for all 52 weeks of the year.​​​

Time and Labor​

Team Time Change Requests​

What it Does: Provides a new area for managers to review employee changes to timecard entries.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously only available through notifications, now managers have a dedicated page with a search and filter option to view all direct reports time changes. This helps managers get a clearer view of team time changes.​​​​

New HSDL Template for Public Holiday Calendar Events​

What it Does: Allows users to upload spreadsheets for yearly holiday entries.​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This will help end users quickly enter all holidays for the year with a simple spreadsheet upload. Previously if entering holidays for an organization it required manual configuration.​​

Web Clock Enhancements​

What it Does: Includes enhancements to the Web Clock:

    • Geolocation​​
    • Missing Out/Missing In Validations​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Admins can now view the device and specific geo-location of the employee who is entering time via Web Clock.​ There are additional validations to prevent errors when reporting time via Web Clock to prevent users from forgetting to enter time in/out.​​

Global Payroll​

Retro Pay Late Hire Additions​​

What it Does: Admins can configure event actions to enable the “Evaluate Late Hires” flow to evaluate late hires, create a net pay result, and create retro event notifications.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows late hires to be processed within the “Recalculate Payroll for Retroactive Changes” process. Replaces the need to manually enter an element entry against the late hire.​​​

Ability to Record Costing Information as Part of a Global Transfer​​

What it Does: Allows users to input costing segment changes when doing a global transfer.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: When not using position level costing, users can now transfer and update the costing details in one process.​

Export Payroll Run Results​ and Export Payroll Balance Results​​

What it Does: Allows users to export payroll run results and payroll balance results to Excel.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously a user would need to run a report to get this information out of Oracle. Now you can easily click the “Export Button” directly from the page and export the information to excel without having to run an additional report.​​

Learning

Observation Checklist​

What it Does: An Observation Checklist activity provides the ability for someone to confirm the learner has obtained the necessary knowledge from the training before their assignment is completed. Once the Learner has finished the training, a worklist notification is sent to the observer who must complete the questionnaire and submit.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets learners assess their learning and lets observers assess it as well.​​

Activity Sequencing​​

What it Does: Users can now define the order in which a learner progresses through a series of activities in offerings or specializations. Users can also define whether completion is required or optional for each activity.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets users control the order in which learners complete offering and specialization activities.​

Recruiting

New Print Action for Job Applications​

What it Does: Users can use the new Print action to create a PDF version of a job application. On the Print Job Application page, users can select which content and attachments they want to print.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature, users can generate PDF files of job applications and share those PDFs with other users involved in the review and selection of job applications.​

Configurable Career Site Job Details Page​​

What it Does: Users can now configure the job details page displayed on the career site to match the look and feel of their corporate identity.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this enhancement, users can provide a more engaging experience to candidates.​​

Talent

Time Based Reminders when a Worker has Not Updated the Talent Profile for a Certain Number of Days​

What it Does: Enables users to initiate notifications to workers when their talent profile is not updated for a certain number of days.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps employees keep their Talent Profile up to date.​

Sourcing Copy

Extend a Closed Negotiation​

What it Does: This feature allows the extension of a closed negotiation to give suppliers more time to respond.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature will help in situations where suppliers missed the response submission deadline, or if there weren’t enough supplier responses. Category managers can easily extend the negotiation to increase the timeline for receiving additional responses.​​

Procurement

Specify a Contract Purchase Agreement when Processing Requisition Lines Using the Document Builder​​

What it Does: With this feature, users can specify a contract purchase agreement as the source document when processing requisition lines into a purchase order using the document builder option.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Before this update, you could specify only blanket purchase agreements as the source document in the document builder.​

Create Purchase Order Lines with Negative Amounts​​

What it Does: Create purchase order lines with negative amounts to record credits to the ordered amount that you have negotiated with your supplier.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature buyers can use a negative amount line to represent a credit, for example an equipment trade-in. When a vendor receives an invoice with a negative amount line, they can match the invoice line to the negative amount order line.​

View Negotiation Details for Purchase Orders and Purchase Agreements Created as Negotiation Award Outcomes​

What it Does: Enables users to view the negotiation number for purchase orders and agreements created as negotiation award outcomes as either the buyer or the supplier.​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can leverage the new negotiation number link on a Purchase Order or Purchase Agreement to drill down into the Sourcing module and view negotiation details. Also, it helps track POs/Agreements by negotiation.​

Cost Management​

Perform On-demand Cost Rollup for Configured Items​

What it Does: This feature allows users to roll up and publish standard cost updates for purchased and manufactured configured items whenever the component costs or resources change. Users can also perform a cost rollup for a configured item without a work order.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Establishes accurate costs of your configured items when the component costs and labor rates fluctuate. Value the inventory at any point in time accurately. After costing the transactions, accounting doesn’t reflect any incorrect variances.​

Manufacturing

Manage Item Substitution during Work Order Execution​

What it Does: This feature allows users to manage and view the item substitutions in a work order. Using the predefined item substitutions in the item structure, users can view the substitutions, check their availability, and replace them with substitute items during the work order execution.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: During the production process, some materials may be in shortage. To meet production demand, predefined material substitutions could be leveraged while maintaining the quality of finished goods.​​

Order Management​

Update Attributes on Split Order Lines for Partial Shipments​

What it Does: This feature allows users to update one or more attributes on a split line. You can update line attributes just like you do when you update attributes on a line that isn’t split and that’s awaiting shipping.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature helps to update attributes on a split order line that Order Management creates when Shipping ships part of an order line in a standard or a back-to-back flow. It allows the system to orchestrate and send changes on the split line to your downstream fulfillment systems.​

Grant Management​

Award Funding Amount Updates on Contract​​​​​

What it Does: Users can propagate the funding amount updates to the contract lines seamlessly when receiving funding amount modifications from a sponsor.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Eliminates the need to navigate to the Contracts work area and manually amend, update, and resubmit the contract.​​​

 

 

Multiple Accounts and Letters of Credit for Sponsor​​​​​

What it Does: Users can associate multiple customer accounts for a sponsor such that the letter of credit number can be defined for each account. ​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: The letter of credit number for a sponsor account is important for accurate reimbursement from the sponsor. This also helps avoid creating different sponsor records for different customer accounts.​​​

 

 

Project Cost Distribution using Award Funding Patterns​​​​

What it Does: Users can define funding patterns to distribute project costs to awards and funding source combinations. Users can specify an expenditure item date range and task level to apply distribution rules that automatically split sponsored project costs.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Automating the distribution throughout the procure-to-pay lifecycle ensures charging accuracy and removes the need to manually enter the award charging instructions. Grants administrators manage the funding patterns to ensure proper cost distribution throughout the duration of the sponsored project.​​

 

 

 

Cost Management and Control​

Budget Account Derivation for Cost Adjustments​​​

What it Does: Users can use the Budget Account Transaction Account Definition to rederive the budget account for cost adjustments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature ensures the transaction is validated correctly and the ledger-based control budget displays accurate balances when costs are transferred from one project or task to another, and the project or task determines one or more segments in the control budget.​

Publication

The Reemergence of Oracle Analytics Cloud

Enabling Seamless Transition to the Cloud

From Oracle On-Premises to Hyperion Budgeting in the Cloud

AST Corporation Takes Systems Integration to the Next Level

Transforming Public Sector Organizations Through the Cloud

A Beginner’s Guide to Oracle Planning & Budgeting Cloud Service

Sales Cloud

Customer Management for the Engineering & Construction Industry

Salesforce

SFDC to CDM Connector

Supercharge your Salesforce Data with Oracle MDM and Data Quality Solutions

State and Local Government

How Leading Cities Exceed Citizen Expectations with 311 Solutions

Transforming Public Sector Organizations Through the Cloud

Supply Chain Management

Revolutionize Performance Management and Document Tracking with Oracle SLM

Testing & QA

AST’s Autonomous Cloud Tester (ACT) – Turbocharge your cloud testing cycles! (Demo)

Accelerate Your Regression Testing Efforts Using the Oracle Application Testing Suite

Uncategorized

AST Listing on Texas DIR Contract

Contract Details & Ordering Instructions


Contract Details

Contract Number: DIR-CPO-5109
Contract Term Date: 11/15/22
Contract Expiration Date: 11/15/24

How to Order
  1. For product and pricing information, visit the Applications Software Technology website or contact William Whitehair at (512) 871-9443.
  2. Generate a purchase order made payable to Applications Software Technology LLC. Note: You must reference the DIR Contract Number DIR-CPO-5109 on your purchase order.
  3. E-mail purchase order and quote form to william.whitehair@astcorporation.com, the designated vendor sales representative.

Products and Services Awarded to Applications Software Technology LLC

This contract offers the following products and services. Please contact Applications Software Technology LLC for the latest information.

  • OneStream Software and AST Services

Application Software Technology (AST) offers Software Solutions and Related Services through this DIR contract which includes OneStream software. OneStream’s intelligent finance platform allows agencies to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. This contract may be used by state and local government, public education, other public entities in Texas, as well as public entities outside the state.

Product and Pricing Information

Contract documents include all essential contract documents for your procurement file.

PDF (839 KB)
Price List with Volume Discounts
Date posted: 09/08/2022

PDF (132 KB)
DIR-CPO-5109 Contract
Date posted: 09/08/2022

PDF (782 KB)
DIR-CPO-5109 Appendix A Standard Terms and Conditions
Date posted: 09/08/2022

PDF (1 MB)
DIR-CPO-5109 Appendix B HUB Subcontracting Plan
Date posted: 09/08/2022

PDF (172 KB)
DIR-CPO-5109 Appendix C Pricing Index
Date posted: 09/08/2022

Warranty Information

Warranty and Return Policies are based upon manufacturers’ warranties.

Vendor Information

Applications Software Technology LLC
4343 Commerce Court, Suite 701
Lisle, IL 60532

Vendor ID: 364038140
HUB Type: Non HUB
RFO: DIR-CPO-TMP-449
Contract Status: Active

Contact Information

Vendor Contact
William Whitehair
william.whitehair@astcorporation.com
Phone: (512) 871-9443
Vendor Website: http://astcorporation.com/

DIR Contact
Mario Gutierrez
mario.gutierrez@dir.texas.gov
Phone: (512) 463-8989
Vendor Website: https://dir.texas.gov/

More Product Information

Visit this Software Vendor’s website to view the latest product information.

OneStream

Helpful Links

AST Contract #: DIR-CPO-5109

DIR “Cooperative Contracts” website

OneStream

Order Management

Schedule Sales Orders for Back-to-Back Items Using Transactional Supply

What it Does: Retrieve transactional data in real time to promise back-to-back transfers and purchases.

Why it Helps: With this change, it is no linger required to collect supply data to update availability for back-to-back purchases or transfers. All other order promising requests continue to rely on collected data.

Coming Soon!

Our team of experts will review Oracle’s quarterly release notes and curate the new features that have the greatest potential to benefit your organization.

Coming Soon!

Lunch & Learn on Oracle Security Solutions

Unleash Your Oracle Ecosystem with API led Transformation

Enterprise Applications Support Methodology (EASM)

Enterprise Applications Support Methodology (EASM) is AST’s proprietary and proven methodology, designed to efficiently and consistently deliver support services to our customers.

AST’s Managed Services team utilizes the ITIL® framework, in combination with our proprietary support methodology (EASM), to provide a structured, best practice approach to the execution of support services. Providing high quality, efficient, and reliable support services throughout the service lifecycle is an essential component to maximizing an organization’s investment in technology.

EASM is comprised of well-defined phases, milestones, and corresponding deliverable templates that allow us to transform our extensive Oracle and Industry experience into valuable and repeatable services. Your organization can expect the following benefits with AST Managed Services and our EASM model:

  • A proven and structured method for managing support services
  • Reporting tools to track and measure system and service performance
  • Knowledge Base tools to ensure end users have easy access to known issues and solutions
  • Change Management, Instance Management, and Patch Management tools to ensure smooth transitions take place, minimizing the impact to business
  • Reduction in the number of incidents reported over time
  • Optimized system performance and improved business processes
  • Improved service levels, customer adoption rates and customer satisfaction ratings

Benefits Brochure

Total Rewards

At AST, we understand your life doesn’t stop once you walk through our doors – we all need to be happy at work and happy in life.  From month long sabbaticals for tenured employees to rewards for going above and beyond, we believe your career should be meaningful.

Our employees enjoy a broad range of benefits — known as AST Total Rewards — that comprise not only compensation, medical, and retirement benefits, but also work-life balance support, performance awards, and professional development opportunities.

Work-Life Integration

We work hard because we are passionate about our organization and have a deep connection to our customers and colleagues. We recognize the importance of taking care of yourself, your family, and your community first, so that you can bring your best self to work.

Compensation

Compensation at AST begins with a competitive base salary and bonus potential. Employees who contribute to the success of the company through hard work, ideas, enthusiasm and results are awarded above their base salary.

Benefits

AST’s benefits package allows employees to customize their benefits plans to meet their needs. With medical, dental, vision, retirement, and more, you’ll have several options to choose from, finding the right plan for you and your family.

Performance & Recognition

Employees receive feedback on performance through one-on-one meetings with their managers, performance reviews, team evaluations, and more. Employees may receive individual and group performance awards for excellence. Ongoing performance management is essential to employee career development at every level. We are focused on creating an environment of continuous feedback and coaching to help all employees develop into the best version of themselves.

Performance Management

Ongoing performance management is essential to employee career development. We are focused on creating an environment of continuous feedback and coaching to help employees develop into the best version of themselves.

Technical Training and Certification

AST employees are technical experts in the most powerful, cutting edge, and transformational solutions. Training and certification are vital to AST’s Talent Development Strategy and key differentiators in the industry.

AST Academy

Have you ever wondered if cloud consulting is for you? On a quarterly basis, AST hires new and recent graduates to join this exciting world as Associate Consultants. We offer a robust curriculum, taught by our most senior consultants, covering everything from the basics of consulting to solving complex business problems. Upon graduation from the AST Academy, our consultants, working with their assigned mentors, will shadow on current projects until they are fully functional and ready to join a project on their own. We hire from diverse academic backgrounds including: HR, Accounting, Finance, Supply Chain, Procurement and more.

California Multiple Award Schedule

Contract Details & Ordering Instructions

Contract Details

CMAS Number: 3-23-08-1016
Contract Term Date: 07/11/2027
Base GSA Schedule: GS-35F-540GA

Products and Services Awarded to Applications Software Technology LLC

This contract offers the following products and services.

  • IT Consult-Change Mgmt
  • IT Consult-Project Mgmt
  • IT Consult-System Analysis
  • IT Consult-System Implement
  • IT Consult-System Mgmt

Vendor Information

Applications Software Technology LLC
4343 Commerce Court, Suite 701
Lisle, IL 60532

www.astcorporation.com

Contact Information

AST Contact
Sanford Kaufman
skaufman@astcorporation.com
Phone: (949) 244-3771

AST Managed Services Offerings

On-Premise Oracle Applications Support 

AST provides tailored support services in an Onshore/Offshore model to meet and exceed customer requirements. Our support services cover the entire scope of managed service requirements and have been successfully delivered to more than 50 customers using our AST ITILV3-Compliant EASM Methodology.  

SaaS Cloud Services 

AST understands the unique challenges faced by customers in a cloud environment, and provides tailored support services to cloud customers that focus on meeting OEM timelines, regular patch and upgrade testing, compliance, and security.  AST provides cloud managed services to customers globally, including 24/7/365 support.  

Multi-pillar Support  

AST has verticalized support services for the entire stack of enterprise solutions, including ERP, CX, Integration, Billing and Revenue Recognition, Analytics and EPM, Point-of-Sales, and custom applications.  AST provides a single point of accountability for multi-pillar and multi-stack application footprints.  Our end-to-end managed services are specialized with domain expertise in a number of industries, including Energy, Utility, Hi-Tech, Retail, Manufacturing, Healthcare, Financial Services, and Hospitality.   

Infrastructure and Hosting Services 

AST is a certified Managed Service Partner for Oracle and Amazon Web Services.  We boast a 100% certified team of resources across IaaS, PaaS, and SaaS, as well as ISO 27001 certification, meeting all security and compliance requirements, including DCAA, DCMA, FEDRAMP, DFAARS, SOC, and GSA.  Our team provides hosting services for more than 20 geographic locations around the globe and offers flexible and outcome-driven SLA commitments.  

Platform Services 

AST’s cloud Managed Services enables customers to mature their IT development and deployment efforts on state-of-the-art platform services.  AST specializes in Oracle and AWS Platform and DevOps services.  Our platform team provides a full suite of services. 

 

 

Testing Center of Excellence

Testing Center of Excellence (TCOE)

AST provides end-to-end testing and QA services for all of your Cloud, Web, Packaged, and Web Services Applications via our Testing Center of Excellence.  Our test consultants with years of industry experience work very closely with your Business and IT teams to build and execute on a comprehensive testing strategy, ensuring high quality and timely deployment to production systems.  

Cloud Test Automation:  

AST provides highly secure, reliable, and on-demand automated testing services hosted on AWS to significantly improve the quality of all your Cloud deployments without requiring large upfront investments in test automation tools or test infrastructure. We have a library of pre-built, automated scripts and test accelerator solutions that can be quickly retrofitted to meet unique business testing needs and requirements. 

Test Process Automation: 

We streamline testing processes via implementation of the PractiTest Cloud ALM solution. This enables real time analytics into testing progress and defects, efficient management of test collateral and the ability to quickly plan, execute, and report regression testing cycles. 

Platform Testing Services: 

We assess client testing needs and requirements holistically across all platforms and integrating solutions to create a tailor-made testing approach providing 100% coverage for business-critical functionality. Our consultants follow DevOps/Agile testing methodologies, enabling shift-left test approaches and faster time to market. 

Testing Services Catalog

Testing Services Catalog:

AST has expertise with various licensed and open source test tools and frameworks. We provide the following types of manual and automated testing services: 

  • Functional and API Testing 
  • Regression Testing 
  • Monthly/Quarterly Patch Testing 
  • Performance, Load, and Scalability Testing 
  • Security, Vulnerability, and Penetration Testing 
  • Upgrade Testing 
  • System Integration Testing (SIT) 
  • User Acceptance Testing (UAT) 
  • Interfaces and Reports Testing 
  • Data Conversion Testing 
  • Smoke Testing 
  • Mobile Testing 
  • End-To-End Testing 
  • Lift and Shift Testing 
  • Test Process Management / ALM 

The Latest Press Release about the world’s best app Copy7

The Latest Tech News about the world’s best hardware, apps, and much more3

The Latest Tech News about the world’s best hardware, apps, and much more2

The Latest Tech News about the world’s best hardware, apps, and much more1

Mr. Kumar is the founder and CEO of AST LLC. He oversees strategic planning, marketing, and business development efforts, and sets the bar in our practice for exemplary client service, ethics, and teamwork. Prior to establishing AST in 1995, Mr. Kumar was a Principal Consultant at Oracle Corporation and a Systems Analyst at Tata Engineering.

Mr. Kumar brings over 25 years of information technology and project management experience in the ERP industry and is the guiding force behind our excellent customer relations. He is responsible for establishing key account relationships and assisting with project management and execution across the Oracle product spectrum. He is active in trade circles, has delivered many presentations, and has moderated discussion panels at OAUG and other conferences.

In his work with the Oracle Applications Development team, Mr. Kumar was instrumental in achieving certification from the General Services Administration (GSA) of the United States Government for R10 of the Oracle Government Applications. As a key member of Oracle Corporation’s Vertical Applications group, Mr. Kumar helped to develop new functionality in R10, including budgetary control and FSG features. He worked with Oracle Government Services in implementing projects for large Oracle customers, including Fermilab, Lawrence Livermore National Laboratory, and Bechtel.

Mr. Kumar holds a Bachelor of Science degree in Computer Science from Birla Institute of Technology, India.

Utility & Energy

Transforming Public Sector Organizations Through the Cloud

Connecting to Citizens: A Cloud-Based Approach to Enhancing the Utility Customer Experience

EBS/WAM Integration for Utilities

Value-Add Analysis

HCM Data Loader

Business Objects Enhancements

What it Does: Extends data loading capabilities with a new business object for Payroll Localization in the United States.

​​​​​​​​​​​​​​​​​​​Why it Helps: The Tax Withholding object provides individual components for Federal, state, and local tax.

Approvals and Notifications

Approvals Work Area with Enhanced User Interface and Adaptive Search

What it Does: Instead of using the Worklist: Approvals and Notifications work area, users can use the Approvals work area. The Approvals work area provides an enhanced user interface and an adaptive search functionality. Tasks can be filtered by approval type, task type, sender, or can be searched by keyword.

​​​​​​​​​​​​​​​​​​​Why it Helps: The Approvals work area is designed and built with performance as a priority. The user experience is improved for both desktop and tablet or mobile users, making it easy to act quickly on approval tasks and notifications.

Extensibility

Updated Oracle Visual Builder Studio

What it Does: Key Benefits Include:

    • Improvements for Edit Page in Visual Builder Studio workflow
    • Support to customize constants or components displayed in Page Designer Properties
    • Business Rule enhancements
    • JavaScript action chain enhancements

​​​​​​​​​​​​​​​​​​​Why it Helps: The new Visual Builder Studio functionality provides users with a platform to extend their Fusion Applications extensively.

Application Security

Secure Elements Through HCM Data Roles

What it Does: Define an element security profile on the Data Role and Security Profiles page to restrict access to specific elements through the assigned data (or abstract) role. Users can enter, view, and edit only earnings and deductions that are meant for their respective usage.

​​​​​​​​​​​​​​​​​​​Why it Helps: Restricts access to elements based on organizational business needs.

Expenses

Audit Evaluation of Resubmitted Expense Reports for Potential Duplicates

What it Does: Allows users to evaluate resubmitted expense reports using audit rules to identify potential duplicates.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps auditors identify potential duplicate expenses added to the resubmitted expense report.

Payables

Performance Improvements to the Payables Holds Infotile

What it Does: Users receive invoice hold information more quickly with performance improvements to the Holds infotile in the Invoice landing page. Users can configure the Holds infotile to show the count of invoices on hold for over 7 days (default view), 15 days, 30 days, or all days.

​​​​​​​​​​​​​​​​​​​Why it Helps: Reduces the time to identify and resolve holds on your supplier invoices, which ultimately allows timely payment and reduces the risk of unnecessary disputes.

Assets

Segregation of Asset Transaction Entry and Transaction Posting Duties Using Spreadsheets

What it Does: Segregate the duties for users who enter and prepare asset transactions and users who review and post the transactions using spreadsheets.

This helps enforce the internal control requirement that users who review and post asset transactions are different from those who create the transactions.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows for better internal control and makes sure the transactions are verified before posting, helping to reduce manual errors.

When you segregate duties, two unique users with a custom job role assigned to each user are required for each transaction.

Total Cost Display for Parent Asset Addition Lines in Assets

What it Does: View the total cost of the parent and its merged child addition lines in the Assets Landing page, Lines Selected for Merge dialog box, and Prepare Source Lines page.

​​​​​​​​​​​​​​​​​​​Why it Helps: The display of the merged cost of the parent and child source lines in the Prepare Source Lines page, Assets landing page, and Lines Selected for Merge dialog box helps users view at a glance the cost at which the asset will be capitalized when it’s added.

Cost Management and Control

Budgetary Control for Project-Specific Procurement to an Inventory or Work Order Destination

What it Does: Check for funds availability, reserve funds against control budgets, and account for encumbrances, if applicable, when procuring material to an inventory destination for sponsored or non-sponsored projects.

​​​​​​​​​​​​​​​​​​​Why it Helps: This capability is also available when procuring material directly to a work order destination from a project-specific manufacturing or maintenance work order.

Billing and Revenue Management

Manage Contract Validations

What it Does: When users submit a contract for approval, the validation process presents any errors and warnings that are found on the contract.

​​​​​​​​​​​​​​​​​​​Why it Helps: It can be configured for contract validation rules of the “Warning” type and users can enable or disable them as needed.

Planning Scheduling and Forecasting

Additional Search Attributes for My Projects

What it Does: Allows users to view additional search attributes in the My Projects page, such as customer, organization, classification category, and classification code.

​​​​​​​​​​​​​​​​​​​Why it Helps: The My Projects page for the project manager is enhanced with the following capabilities that have been added as search attributes:

    • Organization
    • Customer
    • Class Category
    • Class Code

Resource Management

Mandatory Qualifications for Assigning Resources to Projects

What it Does: Project managers can precisely communicate the most important qualifications required for a role on their project.

​​​​​​​​​​​​​​​​​​​Why it Helps: When searching for qualified resources, the results automatically exclude resources who lack mandatory qualifications.

Procurement Checklists

Create Compliance Checklists for Purchasing Documents

What it Does:Allows the buyers to create compliance checklists to collect and track the completion of compliance documentation required for audit purposes. Buyers can reference compliance checklists on purchasing documents and their associated change orders.

​​​​​​​​​​​​​​​​​​​Why it Helps: The compliance checklists help facilitate and streamline the collection of required documentation to ensure compliance with procurement rules and regulations. Incorporating checklists in your procurement process by linking them to purchasing transactions reduces business risk while improving audit controls.

Purchasing

Release Planned Buy Orders for Execution with Status as ‘Firm’

What it Does: For planned buy orders, when the supplier creates a date and quantity that’s agreeable to both parties, it allows the user to set the status to firm to indicate that this order shouldn’t be rescheduled.

​​​​​​​​​​​​​​​​​​​Why it Helps: It helps release the planned order for execution to Oracle Fusion Cloud Procurement, and this firm status is carried over to the purchase requisition and then onto the resulting purchase order. Users now have a closed loop process so that in subsequent planning cycles the purchase order isn’t eligible for rescheduling.

Sourcing

Reopen Award Decision After Negotiation is Completed

What it Does: With this feature, Category Managers can now reopen an awarded and completed solicitation and change the award decision to pick another supplier even after purchasing documents are created.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature helps category managers with the flexibility to manage real-world business challenges.

Procurement Contracts

Sign Contracts with Adobe Acrobat Sign

What it Does: It allows businesses to use Adobe Acrobat to manage the electronic signature process for contract documents created in Enterprise Contracts.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature helps contract administrators to prepare the signature process and communicate to the parties using Adobe Acrobat Sign. Contract Admins can also track the electronic signature process and makes the consequent contract status updates.

Manufacturing

Extend Automated Work Execution by Sending Program Parameters and Supporting Automatic Quality Inspection and Disposition

What it Does: With this update end users can extend their current automated work execution with robotic integration to send program parameters and inspection characteristics in addition to the program file information to an automation equipment resource. This will automatically perform completion and rejection transactions based on inspection results received from automation equipment.

​​​​​​​​​​​​​​​​​​​Why it Helps: This features helps users generate an equipment parameters file template to associate to work definition operation resource defined as automation equipment. Users can Save and upload the .csv file to complete association to the work definition operation resource. Perform automatic quality inspection and disposition through the integration with Oracle Quality Management, based on the sensor data received from automation equipment.

Global Human Resources

Prepare for Discontinuation of Support for Share Personal Info in Update 24B

What it Does: Access to Share Personal Info will be removed and no longer available in the 24B update.

​​​​​​​​​​​​​​​​​​​Why it Helps: Since Share Personal Info is sometimes used for employment verification, users should evaluate their employment verification business process and implement an alternative process.

By eliminating the Share Personal Info task, external access to employee information will be reduced.

Checklists and Onboarding to be Replaced with Journeys in Update 24D

What it Does: The Onboarding and Checklists Tasks apps will no longer be available for use in the 24D update.

​​​​​​​​​​​​​​​​​​​Why it Helps: As a result of onboarding and checklists being replaced with Journeys, support for Responsive Checklist Tasks, Onboarding, and Allocated Checklist pages will be removed.

To prepare for this update, start using Redwood Journeys to manage all journey categories, whether predefined or user-defined.

Payroll Step in Redwood Employment Update Processes

What it Does: Users can now update payroll information in the newly added Payroll details step in the following Redwood employment update processes:

    • Add Assignment
    • Change Assignment
    • Promote
    • Promote and Change Position
    • Transfer

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature gives line managers and HR specialists the ability to update payroll information when updating a worker’s employment info and streamline the update process.

Benefits

Enable Redwood Experience for Self-Service Benefits: Self-Report a Life Event Page

What it Does: The Benefits Service Center Benefits Billing page was recreated in the Redwood Toolset to improve the user experience by providing the same consistent functionality across Redwood pages.

​​​​​​​​​​​​​​​​​​​Why it Helps: While the functionality of the page remains the same, the feature allows users to experience Redwood’s high-fidelity interactions.

Compensation

Enable Redwood Experience for Administering and Viewing Compensation

What it Does: For a simplified and cohesive user experience throughout the application, users can use the Redwood toolkit to:

    • Administer Compensation
    • View Compensation History/information
    • Change Salary
    • Maintain Attachments

​​​​​​​​​​​​​​​​​​​Why it Helps: Functionality of the page remains the same. The Redwood tool kit will create an easier user experience for everyday compensation tasks.

Time and Labor

Timecard Approval Enhancement to Notifications

What it Does: Adds additional information (10 more attributes) to timecard approval notifications for end users.

​​​​​​​​​​​​​​​​​​​Why it Helps: Timecard approval notification now displays more information to help approvers see all relevant information at a glance.  There will be less time digging for information as it will be readily available on the approval task itself.

Employee Calendar Enhancements

What it Does: Enhances the employee calendar to allow them to more easily track and visualize their absences and pending absences.​

​​​​​​​​​​​​​​​​​​​Why it Helps: The employee calendar now allows for employees to easily see partial, all-day, multiday, and maternity absences on the calendar.  Employees can also track pending absence approvals and better view assigned shifts/work patterns.

Approvals Work Area with Enhanced UI and Adaptive Search

What it Does: Adds new work area for approvals.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows for approvers to filter and utilize adaptive search to more quickly view and taken action on approval tasks assigned to them.​​​

Absence Management

Calculate and Post Accruals at Start of Repeating Period

What it Does: Includes new option for the timing of when accruals are calculated and posted.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously, accruals were always posted at the end of the repeating period.  Now organizations can choose to post accruals at the beginning of each period.​

Enhanced Message for Absence on a Scheduled Non-Worker Day

What it Does: Adds better error message for admins when entering absences for employees that have had schedule changes with future-dated absences.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows for administrators to more easily and quickly identify future-dated absences that may now be scheduled on a non-working day for an employee after their schedule has changed.​​​​

Assignment Number Displayed with Business Title During Absence Transactions

What it Does: Adds assignment number to business title when adding absences.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: For employees that have the same business title on multiple assignments, they can now easily identify the correct assignment.​​​

Global Payroll​

Secure Elements Through HCM Data Roles​

What it Does: Allows users to secure and limit access to elements using the HCM Data Roles and the new Element Security Profiles task flow.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Using Security Profile, users can limit the access of elements at Manage element entries, HSDL – Element Entry, Manage Elements and Quick Pay.​

Tax Overrides for a Legislative Data Group​​​​​​​

What it Does: Allows users the ability to override the calculation values defined for the user’s legislation at the Legislative Data Group (LDG) level.​

​​​​​​​​​​​​​​​​​​​Why it Helps: The LDG overrides entered on the Value Definition page are now only active between the start and end dates that the user specifies. When the override expires, the calculation values defined for the user’s legislation will again be used for payroll calculation purposes.​​​​

Support for Updating Absence Entered on Time Card​​​​​​

What it Does: Load only the updated absence entitlement information into the Payroll application, when users update an absence entitlement record that’s entered on a time card using Oracle Time and Labor.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement reduces the number of absence and element entries created when an absence is updated. As a result, it also reduces the volume and complexity of retro pay processing for absence changes.​​​

Redwood Experience for:

  • Personal Payment Methods For Self-Service Users
  • Balance By Date
  • ​Run Results

What it Does: These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VB Studio) to improve the user experience.​​

​​​​​​​​​​​​​​​​​​​Why it Helps:

    • Balance By Date – The Balance by Date page displays balances for an effective date.
    • Run Results – With this new page users can quickly view and manage calculated run results from Payroll and QuickPay processes.​​

Payroll Costing Integration with Labor Distribution​​​​​

What it Does: Users can now distribute payroll cost results to Project Financial Management using labor schedules defined for the employee.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With the Import Payroll Costs process, you can now transfer payroll costs directly to Project Financial Management.  Distribution status of the payroll costs are available to view using the Process Result Summary and Person Result pages.​​

Recruiting

Explore Jobs Using Oracle Maps​​​​

What it Does: Oracle Maps (announced in Update 23D), replaces Google Maps and Bing Maps for everyone with quicker loading capabilities. In addition, when users click a pin icon for a location to see the jobs, location names are now listed once, followed by a list of job titles which improves the look and feel of the page.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Replaces Google Maps and Bing Maps saving organizations on third party costs and integrations.​​​

Candidate Experience Generative AI – Job Fit​​​​

What it Does: The feature uses Generative Adaptive Intelligence (AI) to compare information from a candidate’s profile or uploaded resume with the job information on the job details page. A candidate’s suitability for a job is rated using a 0-5 scaled for skills, job history, education, and other data match the skills, requirements, and job information from the job details page. This element provides a summary of why they received the displayed scores.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature increases the quality of job posting as candidates receive immediate information on how well their skills, experience, education, and domain of expertise match the job requirements.​​​

Learning

Export to Microsoft Excel from Redwood Administration Pages​​​

What it Does: Users can now export data in all visible and hidden columns that match the filter criteria on these pages to Microsoft Excel.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets admin users export learning data out of the application.​​

Performance Management​

AI Assistance for Manager Evaluations in Performance Documents​​​

What it Does: Managers can use Artificial Intelligence (AI) assistance to quickly generate overall summary comments for an employee based on participant feedback, anytime feedback, or your own comments. Managers can also use AI assistance to generate tips on how to develop a competency and can then edit the generated content.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This new feature makes it easy for managers to suggest competency-related improvements or summarize overall comments in an employee’s performance document.​​

Redwood – Introducing Goals Center​​​​​

What it Does: Managers can view and manage both performance and development goals of their team members using the Team Goal Center.​​

Performance Goals Tab​​

    • View these statistics for a goal plan:
        • Number of performance goals that are in various statuses​
        • Number of goals that are aligned​
        • Number of goal plans that are pending approval
    • Identify the number of goals each team member has completed in a goal plan
    • Sort the team members listed by their last name, the last update date of their goals, or the total number of goals assigned to them​
    • Identify team members whose performance goal plans are pending approval​
    • View goals each team member has in a goal plan within the selected review period​
    • Assign performance goals​

Development Goals Tab​​

    • Get information about the number of development goals that are in various statuses​
    • Identify team members whose development plans are pending approval​
    • Assign development goals​

​​​​​​​​​​​​​​​​​​​Why it Helps: Easily manage Performance and Developmental Goals of your team members on one page to enhance their performance and development.​​

Pricing​

Block Pricing​​​

What it Does: Allows pricing by blocks of units rather than per unit. Block Pricing applies different unit price values to different items of a single transaction line. The total price or discount of the transaction line is based on aggregating the pricing brackets for all units of the item for that transaction line.​​

(For example, a customer may want to price software in blocks of hundreds or thousands and charge a price for the entire block rather than per each user.)​

​​​​​​​​​​​​​​​​​​​Why it Helps: Block pricing provides more flexibility, encourages larger purchases, and simplifies fulfillment, rating, and invoicing processes.​​

Enhanced Subscription Price Authoring for Service Durations​​

What it Does: Pricing administrators can define different pricing for the same service product based on the duration for which the customer is committing.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows sales users to incentivize customers to commit to longer contract / service durations to reduce churn and the need to resell the service sooner at renewal time.​​

Integration

Microsoft Dynamics 365: CPQ Integration Center​​

What it Does: A new Microsoft Dynamics 365 CRM integration type is added to the Oracle CPQ Integration Center. This feature streamlines the set up and management of the connection(s) between Oracle CPQ and Microsoft Dynamics.

​​​​​​​​​​​​​​​​​​​Why it Helps: This new interface allows administrators to directly configure the details of the Dynamics environment without the assistance of customer support.​

Coverage Product Support for Oracle Order Management in Integrations​

What it Does: A new Add Covered Product button is available on the Line-Item Grid for coverage products. Sales users can search by Current Quote or Order Number to add a new coverage product.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enhances ability to sell relevant service products that cover customer-owned assets.​

HCM Common

Extending HCM Redwood Pages Using Visual Builder Studio (VB Studio)

What it Does: Leverage delivered best practices or create your own rules based on various criteria, such as country and business unit.

Make fields and regions required or optional, read-only or editable, and show or hide fields and regions depending on specific criteria.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can customize Redwood pages to best fit your specific business needs.

Approvals and Notifications

Position Hierarchy Routing Delegates to Other Users Based on Vacation Rules

What it Does: If you’re using a Position list builder to route workflow tasks, when a user with a position that’s been assigned a task has an active vacation rule, the rule takes effect as long as there are five or less users in that position, and the task is reassigned or delegated.

​​​​​​​​​​​​​​​​​​​Why it Helps: When users go on vacation, they can define vacation rules so that when they’re out of office, tasks can be reassigned or delegated.

Reporting and Analytics

What it Does: Oracle Transactional Business Intelligence, helps users gain real-time insight into transactional data from their Oracle Fusion Cloud Application Suite.

Click here to see the newest features.

​​​​​​​​​​​​​​​​​​​Why it Helps: New Oracle Transactional Business Intelligence (OTBI) functionality provides users with the ability to expand their data and business analysis.

HCM Common Architecture

Work Relationship Events for Employee Assignment Atom Feed

What it Does: Configure the employee assignment (emp assignment) Atom feed to include work relationship-related events such as new hire, termination, and work relationship cancellation.

​​​​​​​​​​​​​​​​​​​Why it Helps: Streamline your integrations by enabling work relationship-related events in the employee assignment Atom feed and eliminating the need to subscribe to work relationship-related feeds, depending on your specific integration requirements. Assignment attributes are available directly in the employee assignment feed, without having to make additional REST calls from the work relationship feed entries.

User Experience

Some New Territories are Added to the Territory List on Your Set Preferences Work Area

What it Does: Some new territories are now added to the list of territories on the General Preferences: Regional page of the Set Preferences work area.

​​​​​​​​​​​​​​​​​​​Why it Helps: New Territories are added.

Expenses

Resubmission of Expense Reports Using the Expenses Mobile Application

What it Does: It gives users the ability to withdraw and re-submit expenses from the Mobile Application.

​​​​​​​​​​​​​​​​​​​Why it Helps: Instead of recreating a rejected report, the same expense report can be re-submitted. If there are any changes that need to be made, the report can be withdrawn.

Payables

Business Calendar for Payment Processing Requests

What it Does: The Payment Process Request (PPR) system will skip weekends and holidays when calculating pay-through days and the payment date.

​​​​​​​​​​​​​​​​​​​Why it Helps: Based on the need or event occurrence the payment batch run Calander can be defined.

Assets

Segregation of Asset Transaction Entry and Transaction Posting Duties

What it Does: Currently the roles of asset transaction creation and posting duties are not separated. If user wants to have the same the only way is manually stopping the process and handing over to other.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps in better control and segregation of duties.

General Ledger

URL Attachments in Create Single Journal ADFdi Spreadsheet

What it Does: Attachments are at the journal level and can be added while uploading a spreadsheet journal.

​​​​​​​​​​​​​​​​​​​Why it Helps: Supporting documents can be attached at the time of a spreadsheet journal creation. Separate manual exercise can be avoided for attachments.

Grant Management

Additional Financial Measures in Manage Awards

What it Does: Displays entire award duration and inception to date instead of just period to date amounts, on the Manage Awards page.

​​​​​​​​​​​​​​​​​​​Why it Helps: Grants administrators and principal investigators can precisely differentiate between unbudgeted and unallocated amounts for an award.

Billing and Revenue Management

Bill Transaction Creation on Billing Event Creation

What it Does: Generates Bill Transactions when project Billing Events are created.

​​​​​​​​​​​​​​​​​​​Why it Helps: Bill transactions provide an accurate, real-time record of work-in-progress, or WIP, without the need to rely on batch processes such as Generate Invoices or Generate Revenue.

Improved Manage Project Invoices User Experience for Project Managers

What it Does: Project managers can drill down to the Invoice Details page for a project contract invoice from the Manage Project Invoices page to view the invoice lines and distributions along with contract limits and financial summary.

​​​​​​​​​​​​​​​​​​​Why it Helps: The additional information and quick access to details gives project managers the data they need to manage their project contract billing in a single place.

Optional Exclusion of Grouping Attributes from Invoice Line Description

What it Does: Labor, Nonlabor, and event invoice formats now have an option to exclude an invoice line grouping attribute from being added to the invoice line description.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can avoid repeating data like quantity, unit price, or item in the invoice line description when they are reported separately on the invoice line.

 

Cost Management and Control

Project Role Capture on Time Cards

What it Does: Project team members can specify the role that they performed while capturing time cards.

​​​​​​​​​​​​​​​​​​​Why it Helps: The project role can then be used to derive appropriate bill rates and compare to a project plan for more accurate project role-based billing and reporting.

Inventory Management

Update Multiple Item Locator Defaults During Item Replacement

What it Does: Users can now update all the transaction defaults for the alternate item with a different subinventory or locator in one go using the item replacement guided process.

​​​​​​​​​​​​​​​​​​​Why it Helps: An item that is undergoing a supply disruption could have multiple transaction defaults with the same subinventory or locator. If a user decides to replace this item with an alternate item stored in a different subinventory or locator, the user must define all these transaction defaults for the alternate item with the newly associated subinventory and locator. Now users can update multiple records at the same time.

Supplier Model

Require Bank Account to Promote Supplier to Spend Authorized

What it Does: To promote a prospective supplier to Spend Authorized, Bank Account will be mandatory for that Supplier.

​​​​​​​​​​​​​​​​​​​Why it Helps: To pay suppliers electronically, a bank account is required in the supplier profile. If a request to promote a supplier to spend authorized is submitted without a bank account, it slows the approval process and requires manual intervention by approvers. With the ability to require that a supplier profile has a valid bank account before a spend authorization request can be submitted, approval processing will be smoother, and users can transact with the supplier sooner.

Sourcing

Invite More Than 500 Suppliers to a Negotiation

What it Does: Users can view and add more than 500 suppliers & invite them to a Negotiation.

​​​​​​​​​​​​​​​​​​​Why it Helps: Many organizations, invite suppliers to participate in sourcing negotiations based on the products and services they are registered for. Some products and services categories have 500 or more suppliers registered and now can be invited to the negotiation.

Global HR

Redwood Experience for Grades

What it Does: Enrich the user experience with the new Grades page developed using the Redwood tool set.

Filter on effective date, grade name, grade code, active status, grade set name, grade set code, and whether the grade includes steps.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can search for a grade based on the name or code. Users have access to a full view of Grade Information, including the steps.

Introducing Position Budgeting

What it Does: Users can define the position budget for:

  • FTE
  • Headcount
  • Budget Amount

Users can define position budgets at the following levels:

  • Business Unit
  • Department
  • Location
  • A combination of any of the above

Users can utilize HCM Data Loader to update any field.

​​​​​​​​​​​​​​​​​​​Why it Helps: Position Budgeting has been introduced to capture the budgetary values and to enforce them. Users can now define a budgetary period and measure their activity against these values.

Suppress Email Alert Notifications in Non-production Environments

What it Does: Users can test the email alert notifications in nonproduction environments when using the Email communication method in the Alerts Composer tool. Configure the BPM worklist application preferences to provide a test notification email address. If a user leaves this email setting as null, no email notifications are sent to anyone in the nonproduction environments.

​​​​​​​​​​​​​​​​​​​Why it Helps: This is important for a new implementation or test new release in a nonproduction environment.

Prevents sending junk test email notifications to company workers when testing Alert notifications in nonproduction environments.

Position Hierarchy Routing Delegates to Other Users Based on Vacation Rules

What it Does: When using a Position list builder to route workflow tasks, if it includes a position that’s been assigned a task with an active vacation rule, the rule takes effect and the task is reassigned or delegated.

​​​​​​​​​​​​​​​​​​​Why it Helps: Position-based assignments are reassigned or delegated according to vacation rules.

Workforce Compensation

Indicate People’s Performance Ratings Have Been Calibrated in a Workforce Compensation Plan

What it Does: Users can now use a new worksheet column to indicate a person’s Performance Management Rating has been calibrated when using a Workforce Compensation Plan.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enables managers and administrators to see the calibration of worker’s performance ratings.

    • Users can include the calibration Status in the audit trail and use the new column values in both dynamic calculations and alerts.
    • The calibration status can be used to determine if ratings can be updated in the performance document.

Absence Management

Vacation Bidding

What it Does: New feature to allow for employees to bid for specific vacation times.

​​​​​​​​​​​​​​​​​​​Why it Helps: Gives more flexibility to the employee when requesting leave.  They are now able to select “first preference” and “second preference” dates which can then be approved by a manager.

Link Absence Global Descriptive Flexfield to Time Card Field

What it Does: Absence Entry DFF’s can now display on timecard.

​​​​​​​​​​​​​​​​​​​Why it Helps: Extra information being captured within the absence module by way of DFF’s can now also flow into the timecard allowing all the relevant information to be viewed in one place when reviewing a timecard.

Time and Labor

Enhanced Time Card Support for Defaulting Specific Values

What it Does: Allows for defaulting of values on layout components from a list of values.

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously this functionality was limited to static text and custom SQL.  Now, users can default values from a drop-down list related to the layout component being added.

Time Card Processing Enhancement for Deleted Time Entries

What it Does: Delays transfer of deleted time entries to payroll.

​​​​​​​​​​​​​​​​​​​Why it Helps: Since deleted entries are not automatically set to ‘ready to transfer’ status, the timecard must be approved after the deletion to be transferred.  This helps in keeping time entries more closely related to timecards.

Global Payroll

Optimize Performance of Background Payroll Process

What it Does: The payroll background process is now enhanced to support automatic multi-threading.

​​​​​​​​​​​​​​​​​​​Why it Helps: Optimize the performance of the background payroll process by automatically identifying and assigning the correct number of threads to the process.

The payroll background process can then execute large number of processing requests and handle multiple processes concurrently.

Automatically End Date Personal Payment Methods when Final Close is set on Payroll Relationship

What it Does: Personal payment methods are now automatically end-dated when the final close date on the employee payroll relationship is entered.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can manually enter the final close date for an employee or define autocomplete rules to automatically enter the date when the employee is terminated, and the personal payment end dates are automatically updated.

Accounting of Unreconciled and Voided Payments in Costing of Payments

What it Does: Calculate Costing of Payments now creates the payment costing results when a payment is unreconciled in cash management and later voided in payroll.

​​​​​​​​​​​​​​​​​​​Why it Helps: Costing of payment entries are created when a payment is unreconciled in cash management and later voided in payroll.

Payroll Costing at Location

What it Does: Users can now enter payroll costing information for a location to be used in the payroll costing process.

Location costing information is available for assignment level elements and uses the work location of the employee.

​​​​​​​​​​​​​​​​​​​Why it Helps: Distribute the costs of payroll relationship elements using location costing by including assignment elements that are costed using location, as distribution members. Distributed costing uses the distributed payroll costing hierarchy.

Redwood Experience

What it Does: These pages or flows have been recreated in the Redwood tool set Visual Builder Studio to improve the Redwood user experience for:

    • Personal Payment Methods for Self-Service Users
    • Statement Of Earnings
    • Viewing Balance Results

​​​​​​​​​​​​​​​​​​​Why it Helps:

Redwood Experience for Personal Payment Methods for Self-Service Users:

Allows for quick views and management of personal payment methods and bank accounts.

Redwood Experience for Statement of Earnings:

Allows users to quickly view and verify run results of an employee’s payroll run.

Redwood Experience for Viewing Balance Results:

Quickly view and verify balance results of payroll processes, such as payroll calculation, QuickPay, payroll reversal, balance adjustment, and balance initialization.

Profile Management

Alerts for Expired or Expiring Licenses or Certifications Item in Talent Profile

What it Does: Enables you as an administrator to configure alerts for expiring or expired licenses and certifications item. This is achieved by making the required settings in the Alerts Composer.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enables you to send notifications to managers and workers based on the settings against the expiry date of the licenses and certifications item. This would ensure that workers have sufficient time to renew the validity of their licenses and certifications.

Performance Management

Prevent Updates to Calibrated Performance Ratings in Performance Documents

What it Does: Users can now prevent managers from changing their section ratings for employees once the calibration for these using Oracle Workforce Compensation starts.

​​​​​​​​​​​​​​​​​​​Why it Helps: If the task is manager evaluation and the status of the calibration for the employee in Workforce Compensation is either In Review or Complete then the manager will see a message to convey the section ratings in the performance document are locked.

Learning Management 

Responsive User Experience Removal Notice

What it Does: By Update 24B activity sequencing and the Redwood learning self-service pages must be enabled. Non-Redwood Learning self-service pages will no longer be supported.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enable activity sequencing and Redwood self-service Learning pages to leverage on the latest functionality.

Oracle Grow

Discover More Learning Resources

What it Does: Oracle Grow, a part of the Oracle ME employee experience platform, combines learning, skill development, and career mobility to drive individual and organizational success.

​​​​​​​​​​​​​​​​​​​Why it Helps: You can now view more learning items related to your favorite gigs, jobs, and your current role.

Recruiting

Candidate Interviews: Additional Interview Slots Request From Candidates

What it Does: Let candidates request additional interview slots when they’re asked to select an interview slot for their interview.

​​​​​​​​​​​​​​​​​​​Why it Helps: When candidates are on a career site and access the page allowing to schedule an interview, they can now click a link to request additional interview slots.

Candidate Interviews: Prevent Candidate From Scheduling Interview When Application is Rejected or Withdrawn

What it Does: Prevent candidates from scheduling an interview when their job application was rejected or withdrawn after receiving an interview invitation.

​​​​​​​​​​​​​​​​​​​Why it Helps: With this enhancement, interview invitations are automatically rescinded when moving job applications to an inactive state.

Job Offers: Revert Candidate Applications to Prior Phase From Offer Phase

What it Does: Revert candidate job applications to the prior phase after they reach the Offer phase. User experience will be same as moving the candidate applications from other pre-offer phases to prior phase.

​​​​​​​​​​​​​​​​​​​Why it Helps: This is useful for situations where for example you have erroneously moved the candidate application to the Offer phase, or there is a need to add one more round of interview or complete a compliance check before starting the offer process.

Enterprise Contracts

Attach Documents When Emailing Contract

What it Does: When using the Email action to send a contract the Attachments section can be sed to include other documents along with the contract.

​​​​​​​​​​​​​​​​​​​Why it Helps: Sending everything together in a single email helps the recipient get the full context they need to review the contract plus its associated documents and respond accordingly.

Security

Get Near Real-Time Access to Custom Object Data

What it Does: This feature enables sales users to get access in near real-time (NRT) for custom object records, where access is secured as part of team member, team hierarchy, territory, or territory hierarchy.

​​​​​​​​​​​​​​​​​​​Why it Helps: Before this feature enhancement, sales users needed to wait until the next scheduled access group assignment job to run, or they had to run the job on demand, to get the access.

CX Sales Mobile

Capture Emails Sent From CX Sales Mobile Using Microsoft Exchange Integration

What it Does: Enable automatic capture of emails initiated from the CX Sales mobile app and any responses from the email recipients by using Microsoft Exchange integration.

​​​​​​​​​​​​​​​​​​​Why it Helps:  Salespeople can view the email sent from the app and all responses to the email as a conversation thread in the activity stream of related sales records.

CRM Common Components

Support Chinese, Japanese and Korean Language Search in Adaptive Search

What it Does: Users can now perform searches on untranslatable name fields such as Account Name or Contact Name that contain Chinese, Japanese and Korean characters.

​​​​​​​​​​​​​​​​​​​Why it Helps: Salespeople can now search for Accounts or Contacts that contain Chinese, Japanese or Korean characters.

Pricing

Rate Card Business Object Available

What it Does: Rate Card enables complex calculations for usage-based pricing for industries such as telco, utilities, and cloud services. The Rate Card data can be saved at the quote line level and integrated with subscription billing and referenced by Order Management.

​​​​​​​​​​​​​​​​​​​Why it Helps: It can determine the complex invoice amounts to be billed on a periodic basis.

Parts

New Service Related Parts Fields

What it Does: Service Duration Type, Duration, and Duration Period are added as standard parts fields which can capture basic service attributes for Extended Warranty, Included Warranty, Maintenance, or Subscription Type items.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows configuration rules to be added to control if a sales user can change Duration or Duration Period based on whether an extended warranty is included or not.

Commerce

Default Collapsed Mode for Hierarchical Products in Line Item Grid

What it Does: Hierarchical models and products will be displayed in collapsed mode by default. Sales users can identify collapsed items, and then select an individual item or use the Expand All option to view all items within the model or product hierarchy.

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides easier navigation for quotes with large configurations.

Line Item Grid Personalized

What it Does: Users can already re-arrange columns and apply filters to the line item grid, and now that personalization will remain across different browsers, multiple devices, and cleared cache.

​​​​​​​​​​​​​​​​​​​Why it Helps: Saves time now that users won’t need to re-create their preferred commerce UI.

HCM Data Loader​

Simplified Security Configuration to Provide HCM Data Loader Functionality​​​​

What it Does: The newly introduced HCM Data Load duty role provides access to HCM Data Loader (HDL) functionality, making it easier to create custom roles to provide HCM Data Loader functionality.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps to avoid granting the Human Capital Management Integration Specialist job role to users who only need HDL functionality. This powerful job role grants access to many more features your users may not need.​​​​​​​​​​​​

Failing Schedules for Maintaining Stage Table Data are Now Cancelled​​​​​

What it Does: To maintain an optimal performance of the HCM Data Loader, the staging tables are purged of the old data using custom schedules created by the users or schedules are automatically created by the HDL.

​​​​​​​​​​​​​​​​​​​Why it Helps: Automatic purging of failed schedules ensures the removal of orphaned failed schedules, thereby maintaining optimum performance without user intervention.​

Global HR

Applications Security

What it Does: Oracle Applications Security provides a single console where IT Security Managers and Administrators can perform various functions including user lifecycle management, role definition, security policy management(both functional and data), role hierarchy maintenance, username and password policy administration, and certificate management. The console also enables users to simulate the effect of security changes, to run security reports, and download a connector for integration with Microsoft Active Directory.

​​​​​​​​​​​​​​​​​​​Why it Helps: Redesigned Security Console helps in role management as well as what-if scenarios for analyzing changes to security.

Position Management: Route Position Approvals to the AOR of the Parent Position Incumbent

What it Does: Route position approvals now to the Area of Responsibility (AOR) of the incumbent of the parent position. Transactions such as Request a New Position or Request a Position Change will send a notification to the AOR of the incumbent of the parent position for approval.

​​​​​​​​​​​​​​​​​​​Why it Helps: AOR approval routing is now extended to work structures.

 

Introducing Areas of Responsibility Usage

What it Does: Enhance the utilization of your Areas of Responsibility (AOR) and performance of your HCM Approvals and Checklists by specifying the AOR’s usage to filter to the relevant consuming product area.

​​​​​​​​​​​​​​​​​​​Why it Helps: Now, users don’t have to enable the “Include in work contacts” option as a Journeys user, unless the representative is truly a contact.

 

 

 

Rest Support for Adjusted FTE in Worker Assignment

What it Does: Use the Workers REST resource to update the Annual Working Duration, Standard Annual Working Duration, Annual Working Ratio, and Adjusted FTE.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature enables you to manage an additional adjusted FTE value at assignment level, thereby giving you more flexibility to manage your statutory FTE requirements.

Compensation

Redwood Experience for My Compensation

What it Does: You can now let people use the My Compensation page re-created with the Redwood toolkit, when you enable the Redwood experience.

​​​​​​​​​​​​​​​​​​​Why it Helps: New redesigned page for My Compensation.

Absence

Absence Planning for Managers

What it Does: Allows managers to review absences related to absence types with accrual or compensatory plans for all their direct reports.

​​​​​​​​​​​​​​​​​​​Why it Helps: Managers can now review data for their direct reports in a new page.  They can view:

    • Absences that need approval, current/future absences
    • Review absence requests that could potentially overlap with another employee
    • Review data in a timeline format to easily see multiple absence requests and scheduled absences​

 

Redwood Experience

What it Does: Provides new a layout/experience when using the following pages:

    • Existing absences
    • Plan Balance Summary, Accrual, Compensatory, and Donation Plan Balances
    • Donations and Cash Disbursements​

​​​​​​​​​​​​​​​​​​​Why it Helps: If using other Redwood redesigns for other modules, users can now add absence management so that the experience is consistent across other modules.

Automatic Accrual Recalculation With Enrollment End Date

What it Does: Automatically recalculates accruals when manually adjusting the enrollment end date.

​​​​​​​​​​​​​​​​​​​Why it Helps: Managers/admins no longer have to manually run the accrual process when changing the enrollment end dates on employee absence plans.

Time and Labor

Setup of Time and Labor Layout Components

What it Does: Allows users to set up layout components using single pages instead of guided processes.

​​​​​​​​​​​​​​​​​​​Why it Helps: Admins are now able to configure dependent time card fields as single attribute time card fields.  Admins can review the entire configuration on the same page rather than train-stop.

Setup of Time and Labor Layout Sets Enhancements

What it Does: Admins can override the filtered data source for line managers and time and labor managers.

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously any worker-actions on timecard fields did not restrict time and labor managers.  Now, there are options to create restrictions for OTL admins, line managers, and workers separately.

Global Payroll

Offset Costs Allocation in Distributed Costing

What it Does: Users can now view employee assignment details for offset account of distributed costing. These details are displayed in Run Payroll Cost Results report and Costing Results page.

​​​​​​​​​​​​​​​​​​​Why it Helps: The offset cost results are distributed to all the applicable assignments and the corresponding assignment details are displayed for each record. The assignment details on the offset side for distributed costing gets displayed even in single assignment scenario.

Update Existing Absence Entitlement Records in Payroll

What it Does: Allows users to load only the updated absence entitlement information into the Payroll application, when an absence entitlement record is updated.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature reduces the number of absence and element entries created when an absence is updated. As a result, it also reduces the volume and complexity of retro pay processing for absence changes.

Payslip Performance Enhancement

What it Does: Users can now generate their payslips quicker.

​​​​​​​​​​​​​​​​​​​Why it Helps: Ensures better performance and payslips are generated quicker.

Generate Check Payment Task Positive Number Validation

What it Does: Ensures users enter only positive whole numbers in the Start Check Number and End Check Number parameters when using the Generate Check Payment task.

​​​​​​​​​​​​​​​​​​​Why it Helps: Ensures that these two parameters (Start Check Number and End Check Number) only take positive numbers without any decimals, alpha characters, special characters, or comma separators.

Redwood Experience for Payslips

What it Does: Provides a new layout experience when using the Payslips page.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can take advantage of all the features that come with the new Redwood Payslips page for a more modern feel. The new page gives users the ability to search for the page on the Ask Oracle page, include the page in a journey, or enable nudge for the page.

Redwood Experience for Payroll Relationships

What it Does: Provides a new layout experience when using the Payroll Relationships Page.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can take advantage of the Redwood look and feel as well as the Redwood toolkit to manage employee assignment records for payroll statutory calculation and reporting purposes.

Talent Management

Introducing Oracle Grow

What it Does: Oracle Grow, a part of the Oracle ME employee experience platform, combines learning, skill development, and career mobility to drive individual and organizational success. Employees can view their career progression path on these pages that they access from Oracle Grow.

​​​​​​​​​​​​​​​​​​​Why it Helps: Brings together all the elements that employees need to excel in their current roles and for career growth including learning, skill development, gigs to develop competence and expertise.

Succession Redwood Experience

What it Does: These pages or flows have been recreated in the Redwood tool set Visual Builder Studio (VBS) to improve user experience. The pages or flows look and act like Redwood pages or flows, to help create cohesiveness through the application.

​​​​​​​​​​​​​​​​​​​Why it Helps: The Redwood version of the Add to Succession Plan quick action page now also supports these features that are available in the responsive version:

    • View the count and list of other succession plans that a person is also a candidate
    • Display incumbent information
    • Display willingness to relocate, risk of loss, and impact of loss (delivered as hidden fields) if your organization has migrated to Enhanced Talent Profiles

Learn

Mass Update Learning Assignments

What it Does: As a learning administrator, users can now make mass updates.

​​​​​​​​​​​​​​​​​​​Why it Helps: Learning Administrators can now delete assignments, bypass and complete assignments, and update assignment dates using new Mass Action options on the Learning Assignments pages.

Recruiting

Enriched Candidate Top Recommendations with Matching Criteria

What it Does: Candidate recommendations for a job requisition are now enriched with four criteria that explain why a candidate is recommended.

​​​​​​​​​​​​​​​​​​​Why it Helps: These four criteria, Profile, Education, Experience and Skills, provide a representation of a candidate’s job application, as compared to the job requisition. Each criteria is represented by 0-3 stars indicating the relative match, with 0 indicating no match.

Recruiting Activity Center

What it Does: Provides recruiters and hiring managers with a new place to easily access and manage recruiting activities related to the job requisitions, job applications, and job offers they own.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can view a list of activities in each area and easily see which ones are of high priority. Now users can take action directly using an Action button or an action from the Actions menu. Depending on the action, users are taken to the Hiring work area, either in the job requisition, job application, or job offer details page.

Promote Recruiting Locations in Location Search

What it Does: Allow external candidates to easily find jobs in relevant locations by boosting recruiting locations to the top of the auto-suggest list in the “Near Location” search mode.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature places recruiting locations at the top of the Near Location search results to make them easier for candidates to find.

Pricing

Multiple Charges for a Product

What it Does: Provides an easy way to implement and maintain pricing for simple and complex products using a one time, recurring, and usage/consumption-based pricing. It offers multiple product prices and charges during price execution for products including simple parts and complex BOMs.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature offers the ability to price a single product with multiple charges which can dramatically reduce SKU proliferation, especially for subscription products.

 

Pricing Engine Reference Data

What it Does: Allows administrators to view, add, and manage the list of values that are available for use in product charges. Standard pricing lookups are provided for Charge Type, Discount Types, Price Periods, Price Types, and Usage Units of Measure.

​​​​​​​​​​​​​​​​​​​Why it Helps: Eases pricing administration by providing a single place to define the domains of values for pricing-related attributes and assures that the pricing will be accurately applied in downstream invoicing and subscription rating.

 

Commerce

Add Products With Fixed Structure to a Commerce Transaction

What it Does: Products with fixed structures (BOM hierarchies) can be selected and added to the quote from Quick Add, Parts Search, Multi-part search, etc.

​​​​​​​​​​​​​​​​​​​Why it Helps: Simplifies user experience to add standardized products to quotes.

Supplier Model

Next Generation User Experience for Supplier Self-Service Registration

What it Does: Allows suppliers to register by entering their email to receive a one-time access code which is used to start their supplier registration. This security feature prevents bots from submitting registration requests and ensures a valid email is associated with each registration.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature greatly reduces work onboarding suppliers by eliminating internal data entry and improving supplier data quality. This enables supplier management teams to focus on more valuable activities like supplier qualification and performance evaluation.

Sourcing

Add Requisitions to an Existing Negotiation

What it Does: Allows category managers or buyers to add an approved requisition to an existing draft or active negotiation in the document builder when processing requisitions.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps in processing requisitions by adding new requisition lines to either a draft or an active negotiation instead of creating a new negotiation every time. When adding requisitions to an active negotiation, an amendment is created.

Copy Requisition Header Attachments to the Negotiation Header

What it Does: With this feature, the attachments from the requisition header are copied to the negotiation header instead of each negotiation line. When purchase orders are generated after award, the negotiation header attachments are copied to the PO header.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps in copying the requisition header attachments to Negotiation header instead of adding to negotiation line and then copied to PO header after the award.

Receiving

Receive Goods and Services on Behalf of Others Using the Responsive Self-Service Receiving Application

What it Does: The feature allows users to create a receipt for goods & services for any other user’s order, anytime or anywhere on a mobile device via responsive application.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps the user receive the order on behalf of others. If the requestor is not available to receive the order, it can be received by another user from the mobile device itself.

Manufacturing

Mass Close Work Orders by Specifying a Closed Date Using the Scheduled Process

What it Does: With this update, you can specify a closed date when submitting the Close Work Orders program. You can either use the default system date and time or adjust the closed date in the past to align the costing period with the timespan between the work orders’ release and production transactions.

​​​​​​​​​​​​​​​​​​​Why it Helps: The ability to mass close work orders based on a specified closed date enables more accurate cost accounting closer to the actual completion of production.

 

Billing and Revenue Management

Bill Transaction Creation on Cost Import​

What it Does: Enables reporting on unbilled amounts, also known as work in progress, or WIP, without the need to generate draft invoices or recognize revenue.

​​​​​​​​​​​​​​​​​​​Why it Helps: This avoids recognizing revenue on costs more frequently than accounting requires and removes the need to iteratively create and recreate draft invoices prematurely.

Grant Management

Consistent Treatment of Amount for Award Funding and Budgeting​

What it Does: Displays and stores the award funding amount and budget amount for sponsored projects according to the precision defined for the award currency.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps match the precision of the Fund and the Budget Amount.

Burden Indicator Toggling for Internal Funding Source on Award​

What it Does: Enables or disables burdening for internal funding sources, even if the award is budgeted or has transactions.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This flexibility allows for quickly correcting data entry errors, thus ensuring new costs are reported accurately. Adjust previous costs manually for accurate reporting.

Intercompany

Intercompany Transactions Import Error Correction Spreadsheet​

What it Does: The Intercompany Transactions Import Error Correction spreadsheet lists the intercompany transactions that ended in error, along with the error messages or reasons for rejection.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows Intercompany Accountants to review the errors and make the corrections directly on the spreadsheet and import the corrected transactions. This process makes it easier and can significantly reduce the time it takes to correct errors. Before this update, users had to repeat the import process after fixing the source transactions, potentially taking more effort and time.​

Receivables​

Transaction Sweep to Future Accounting Period Using a Scheduled Process​​​

What it Does: Use the Sweep Receivables Transactions to Another Period process to review invalid transactions and sweep them to a future accounting period. Use this process in conjunction with other processes, activities, and reports to close a Receivables accounting period​.​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps identify and reduce the number of invalid transactions blocking the closing of a Receivables accounting period. Invalid transactions include transactions with accounting errors, such as invalid distributions, and invoice transactions with incomplete revenue recognition processing. Facilitates the timely completion and closure of a Receivables accounting period.​

Lease Accounting Integration with Receivables for Revenue Leases​​

What it Does: Use Receivables to process billing and accounting of revenue lease accruals for lease transactions created in Lease Accounting.​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps:

    • Standardizes lease information in a single repository. Compliance with IFRS16 and ASC842 lease accounting for revenue leases.
    • Increases productivity and reduces the risk of error with automated ASC 842 and IFRS 16 lease processes for revenue leases.​
    • Reduces efforts to bill and collect from lessees through automated integration with the Oracle Receivables module.​​
    • Improves transparency with Receivables invoices initiated from Lease Accounting visible on the lease.​​​

Expenses

Expense Template and Payment Method Selection in Expenses Mobile Application​​​

What it Does: Allows users to select an expense template during expense entry and select a payment method during expense report creation using the Expenses Mobile Application.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows users a choice of expense templates that they can use to create their expense. Prior to this, the template selection was in ‘Settings’ screen. Having the template in ‘Add expense’ screen improves discoverability and improves consistency with the web application.​ Also, employees can now choose the payment method by which they wish to be reimbursed.

Assets

Capitalization of Fixed Assets for Inventory Destination Receipts in the Procurement Process​

What it Does: Capitalize and place fixed assets with a destination type of Inventory in service as soon as they are received. This initiates the process of recognizing depreciation expenses at once and eliminates the delays involved in waiting for the invoice process.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Creates a fixed asset and a maintenance asset at receipt with a destination of inventory. Records the depreciation expense in a timely manner to eliminate any delays due to the invoicing process. Establishes an automatic relationship between the maintenance asset and the associated fixed asset without manual intervention. Provides complete visibility into the operational and financial information of the assets.​​​​​​​​​​​​

Application Security​

Use Exclusions for Person Security Profile​​​

What it Does: Users can create person security profiles to view all workers and specify exclusions, without securing them by areas of responsibility.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature will make the person data access security implementation easier and reduce the need for custom criteria SQL.​​​​​​​​​​​

 

HCM Extract

Failing Schedules for Maintaining Stage Table Data are Now Cancelled​​

What it Does: To maintain an optimal performance of the HCM Data Loader, the staging tables are purged of the old data using custom schedules created by the users or schedules are automatically created by the HDL.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Automatic purging of failed schedules ensures the removal of orphaned failed schedules, thereby maintaining optimum performance without user intervention.​​​​​​​​​​

Extract Diagnostics Reports Enhancement​​​

What it Does: The new Extract diagnostic report is available in HTML format making it easy to read and navigate between different sections of the report. The report gives well-structured and detailed information on both runtime and design-time diagnostics.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Information on design recommendations to improve the extract design and performance.​​​​​​​​​​

Runtime diagnostics report:

    • Recommendations​
    • Basic Information – extract definition, the data group​
    • Configuration Parameters​
    • Extract Parameters​
    • Processed Data Summary​
    • Process Error Details​
    • Overall Timing Summary Explained​
    • Ongoing ESS Job History Details​

Design-time diagnostics report:

    • Extract Definition Information Section​​
    • Extract Diagnostics Report Section​
    • Execution Plan​​

Simplified Security Configuration to Provide HCM Data Loader Functionality​​​

What it Does: The newly introduced HCM Data Load duty role provides access to HCM Data Loader (HDL) functionality, making it easier to create custom roles to provide HCM Data Loader functionality.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps to avoid granting the Human Capital Management Integration Specialist job role to users who only need HDL functionality. This powerful job role grants access to many more features your users may not need.​​​​​​​​​​​

User Experience

Prevent Upload of Files with Certain File Formats for Added Help​

What it Does: Add to help windows can be based on content entered in a rich text or HTML editor, uploaded from a file, or derived from a URL. You can upload most types of files, but certain file formats, for example .exe, are no longer allowed.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This restriction with file formats helps you avoid security vulnerabilities.​​​​​​​​​

Global HR

Derive Standard Working Hours from Job and Location for Assignment

What it Does: Job and location are the new entities in the derivation hierarchy. The derivation logic for the standard working hours and frequency includes:

    • Position
    • Job
    • Location
    • Department
    • Legal Employer
    • Enterprise

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously, users could default the standard working hours from either the enterprise, legal employer, department, or position.

    • The derivation logic applies only to responsive employment pages.
    • Working hours are defaulted only when a new assignment is added as part of an employment transaction. (For example, Add Assignment and Hire an Employee. In the Update flows, working hours value is retained from the earlier record).

Override Standard Working Hours in the Assignment

What it Does: Two new attributes have been added in the assignment – Assignment Standard Working Hours and Frequency to override the standard working hours derived from the work structures.
When populated the application uses this attribute for FTE calculation instead of derived standard working hours.

​​​​​​​​​​​​​​​​​​​Why it Helps: Gives users the ability to change the standard working hours based on the requirement and control FTE calculation.

Redwood Experience

What it Does: The Redwood Experience is now available for the following areas:

    • Collective Agreements
    • Departments
    • Document Delivery Preferences
    • Eligible Jobs
    • Employment Contracts
    • Job Families
    • Jobs
    • Locations
    • Person Identifiers for External Applications
    • Positions
    • Seniority Dates V3
    • Share Data Access

​​​​​​​​​​​​​​​​​​​Why it Helps: The user experience is enriched with the new pages developed using the Redwood tool set. These pages are built from the ground up using Visual Builder Studio (VBS) to give users a unique experience of Oracle applications.

Compensation

Actions in Grade Step Progression

What it Does: Users can use their own custom actions when setting up their progression grade ladders and when running grade step progression batch processes. Previously users could only use the seeded actions.

​​​​​​​​​​​​​​​​​​​Why it Helps: Custom actions can be mapped to Progression and Salary Update records, where previously, users could only select a delivered value.

Discrimination Detection Report for Managers

What it Does: Users can enable the Discrimination Detection report for managers to view as a part of the Workforce Compensation plan. This report lets users analyze classes of people who are protected from pay discrimination.

​​​​​​​​​​​​​​​​​​​Why it Helps: Managers can view reports to analyze and compare different classes of people and their compensation. (For example, users can compare compensation between men and women who work in the US.)

Absence Management

Predefined Partial Period Proration and Rounding Rules for Accrual Plans

What it Does: There are now pre-defined rules for calculating partial period accruals and rounding.

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously if you wanted to have accrual proration users had to develop a custom fast formula.  Oracle now gives multiple options out of the box to handle proration.

Descriptive Flexfield Attributes for Configuring Approval Rules

What it Does: Adds the ability to create approval rules using DFF’s.

​​​​​​​​​​​​​​​​​​​Why it Helps: Gives enhanced flexibility by being able to use custom fields that may be customer specific to route approvals in absence management.

Redwood Experience for Visual Builder Studio (VBS)

What it Does: Enhanced the Cash Disbursement and Donation pages.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature gives a better and more consistent look and feel for the Cash Disbursement and Donation pages.

Time and Labor

Compensatory Absence Plan After Time Card Approval

What it Does: Compensatory time entered on a timecard will now only populate the compensatory leave plan if the timecard is approved.

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously the compensatory absence plans would be populated as soon as the time was entered on the timecard and submitted.  If the manager rejected the time, the absence plan would still receive the balance.  This feature prevents that from happening by only populating the balance if approved.

Redwood Redesigns Visual Builder Studio (VBS)

What it Does: Enhanced the Timecards and Team Time Cards pages with Visual Builder Studio (VBS).

​​​​​​​​​​​​​​​​​​​Why it Helps: Better and more consistent look and feel for the team timecards and timecard pages.  Gives a horizontal layout to ESS and MSS timecards.

This feature gives a better and more consistent look and feel for the Cash Disbursement and Donation pages.

Global Payroll

Navigate to the Event Notifications Page for a Person

What it Does: Users can now use the Event Notifications button on the Event Action Notifications page to navigate to the Event Notifications page for the selected employee.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature allows users to retain the context of the selected employee and the person search date while navigating across the payroll person pages. Users can also view retro pay notifications for the selected employee.

Candidate Records No Longer Displayed in Payroll

What it Does: Restricts the display of candidate records on Payroll responsive pages such as Personal Payment Methods, Payroll Relationship, and Calculation Entries.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature prevents the candidate employment records from being displayed on the Payroll application pages.

Enhancements to Responsive Person Costing Page

What it Does: Users can now delete individual cost accounts when an employee has multiple accounts and displays the effective date of the costing.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can manage individual cost accounts when an employee has split costing to multiple accounts from the responsive Costing for Person page.

Roll Back Process Errors Action from Process Results Pages

What it Does: Users can access and take action on Rollback Errors from the Person Results and the Process Results Summary pages.

​​​​​​​​​​​​​​​​​​​Why it Helps: This provides users with additional ways to access and rollback the payroll process error.

Talent Management

Talent Management Classic Pages Removed

What it Does: Beginning with Update 23B, Talent Management will be delivered with Responsive pages enabled by default. Users will not have the option to revert to the Classic pages.

​​​​​​​​​​​​​​​​​​​Why it Helps: Prevents the candidate employment records from being displayed on the Payroll application pages.

Redwood Experience

The Redwood Experience has been updated for:

    • Profile Management
    • Performance Management
    • Setup
    • Feedback Templates
    • Succession Management

What it Does: Use the Profile Management pages and flows, Performance Management setup pages, Feedback Template page, Succession Plans, and Talent pool pages to complete the Redwood experience.

​​​​​​​​​​​​​​​​​​​Why it Helps: These pages or flows have been recreated in the Redwood toolset Visual Builder Studio (VBS) to improve the user experience by having the same back-end functionality.

Deleting Goals When Enforce Weight is Enabled

What it Does: Users can now delete goals that have nonzero weights even when the goal plan they’re included in enforces weight validation. The goal weight does not have to be set to 0 to delete the goal.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can simplify the goal management process by deleting goals that are no longer relevant.

Learning

Redwood Team Learning

What it Does: The Redwood Team Learning home page simplifies the user’s ability to track their team’s overall learning by learner and learning item.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature simplifies how a user manages their team’s learning.

Recruiting

Contextual Journey for Create Job Requisition​

What it Does: As an administrator, users can now configure contextual journeys for the Create Job Requisition action.

​​​​​​​​​​​​​​​​​​​Why it Helps: A journey comprises a checklist or a set of tasks that help automate routine or special processes effectively in your organization.

​Recruiting Booster and Enable Easy Apply

What it Does: Oracle Recruiting Assistant (ORA) is a 24/7 chat bot that helps candidates every step of the way with finding the right jobs.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Candidates can search for jobs based on location, job category, or function, view recommended jobs, check their job application status, withdraw their application, or join a talent pool to get regular updates.​​

CRM Common Components

Manage Message Templates

What it Does: Use message templates to provide teams with standard content they can customize and send to leads, opportunities and account contacts. Message templates are available for use in Next Gen Sales.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps with standardization of the content that is delivered to external contacts. The message templates save time by providing teams with curated content, and provide consistency across Sales.

CX Sales Mobile

Recommend Contacts to Add to Leads and Opportunities from Meeting Notes

What it Does: The application analyzes the text of meeting notes and recommends the addition of any missing contacts mentioned in the notes. 

​​​​​​​​​​​​​​​​​​​Why it Helps: Salespeople get reminded to add contacts to the leads and opportunities they may otherwise overlook.

Identify Potential Duplicates When Creating New Contacts and Accounts

What it Does: Allows users to maintain a clean book of business with duplicate matching for CX Sales Mobile. When creating a new contact or account, Enterprise Data Quality checks for potential matches based on the organization’s duplicate matching criteria. If a similar account or contact exists, users can select an existing record or proceed with creating a new record.

​​​​​​​​​​​​​​​​​​​Why it Helps: Sales representatives can now use duplicate matching criteria right from the mobile app, making it helpful when on the road or traveling. 

Enterprise Contracts

Collaborate On Contract Negotiations Using Oracle Content Management

What it Does: Internal and external stakeholders can come together in real-time to collaborate and gain transparency in each step of the negotiation process.  All stakeholders have access to a single source of truth which makes the entire negotiation process seamless. Once the collaboration is completed, the users can check-in the document to Enterprise Contracts from Oracle Content Management (OCM).

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps with the negotiation process and closing the deal quicker.

Next Gen Sales User Experience

Automatically Send Follow Up Emails to Customers on Behalf of the Sales Rep Using Orchestration Process

What it DoesSales administrators can set up emails to be sent automatically when a customer fails to reply to an email. For example, If a sales rep requests availability for a discovery call and the customer fails to reply, the Orchestration process can automatically send a follow-up email to the customer on behalf of the sales rep.

​​​​​​​​​​​​​​​​​​​Why it Helps: This email automation feature will save time of the sales reps by automatically following up with their prospects and customers based on predefined orchestrations.

Administration

Restrict IP Range Access to Oracle CPQ

What it Does: Gives host company administrators control of which IP ranges can access their Oracle CPQ environments. This allows administrators to specify, for example, that CPQ environments can only be accessible from customer office networks or virtual private networks (VPNs).

​​​​​​​​​​​​​​​​​​​Why it Helps: Offers a more secure environment when desired.

Note: This feature is only available for Oracle Cloud Infrastructure (OCI) environments.

Integration

OpenID Connect for Single Sign-On

What it Does: OIDC adds an identity layer to OAuth 2.0 that enables a federated SSO solution between Oracle and Custom Applications configured in IDCS.

​​​​​​​​​​​​​​​​​​​Why it Helps: Better user experience through additional Single Sign On options.

Oracle Fusion CRM Integration Added to Integration Center

What it Does: Streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales (CX Sales).

​​​​​​​​​​​​​​​​​​​Why it Helps: This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations.

Pricing

Support Hierarchical Product Pricing in Pricing Engine

What it Does: Businesses can execute different prices for a product based on the presence and location of the product within a product hierarchy, bundle, or BOM.  Products may be either a standalone part or a BOM item defined in a CPQ BOM Item Definition table, including root BOM Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows businesses to offer different pricing when an item is included in a configuration or bought standalone.

Optimize Pricing Engine Performance

What it Does: Eliminates redundant invocations of CPQ Pricing Engine during sales user interactions to improve performance.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves performance for a better CPQ user experience.

Manufacturing

Create a Process Manufacturing Work Definition Using an Item Structure

What it Does: With this update, you can now use an item structure to provide a bill of inputs in a process manufacturing work definition (like discrete manufacturing).

​​​​​​​​​​​​​​​​​​​Why it Helps: This update allows users to create process manufacturing work definitions with a predefined set of inputs and outputs.

Control Material Planning Based on Item Supply Type

What it Does: With this update, you can now control the include in planning behavior for item supply types supplier and bulk by checking the new plant parameter, Supply Types to Include in Planning by Default for Operation Items.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides flexibility in determining if supplier and bulk supply type items must be planned.

Order Management

Copy Order Lines in Revisions

What it Does: Allows users to copy an order line in the Order Management work area when the sales order is in draft status or when revising an order.

​​​​​​​​​​​​​​​​​​​Why it Helps: Give users the option of copying values from an existing order line, kit, or configured item to create a new line, kit, or configured item instead of having to manually create and enter values.

Inventory Management

Transact Lots Without On-hand Quantity

What it Does: Gives users the ability to transact against lots with zero on-hand balances for Interorganization Transfers, Miscellaneous Transactions, and Subinventory Transfers when your organization allows negative balances.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps avoid waiting for on-hand quantities to be transacted into stores before allowing their consumption. It can also avoid exception errors occurring for the same reason, saving resolution time.

Create Copies of Inventory Organizations

What it Does: Quickly make one or more copies of an existing inventory organization.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature is suited for customer implementation projects where a warehouse for a new country or region is created and tested, with the intent to then duplicate that setup in a series of near identical facilities.

Receipt Accounting

Write Off Accruals With No Receipts

What it Does: Users can now clear receipt accrual balances for purchases without receipts but with invoices matched to the order.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps users to reconcile and clear old accrual accounts in accounts payable for orders that are closed, or no further activity is expected in the period.

Procurement: (Purchasing)

Search Requisitions by Line Descriptive Flexfields as a Buyer

What it Does: As a buyer, you can now filter requisitions to be processed into purchase orders using descriptive flex fields.

​​​​​​​​​​​​​​​​​​​Why it Helps: It helps buyers to make decisions and process requisitions to purchase orders by searching the requisitions line descriptive flex fields in the process requisitions screen.

Route Purchase Orders for Approval Based on Referenced Documents

What it Does: Users can create approval rules with Sourced to Blanket Agreement, Sourced to Contract Agreement, Master Contract Exists and Negotiation Exists approval attributes to route purchasing documents for approval.

​​​​​​​​​​​​​​​​​​​Why it Helps:

Helps to use source document references, such as blanket and contract agreements, master contracts, and solicitation references, to route purchasing documents for approval.

The Sourced to Blanket Agreement or contract agreement, or Master contract approval attribute indicates whether these references exist on the purchase order line.

Procurement: (Sourcing)

Display Supplier Item, Manufacturer, and Manufacturer Part Number in Negotiations

What it Does: When negotiating items for manufacturing, distribution, or direct material procurement, users can now view the supplier item, manufacturer, and manufacturer part number associated with each item.

​​​​​​​​​​​​​​​​​​​Why it Helps: Suppliers can identify the supplier item number correctly and provide an accurate quote for the line items. The extra burden of referencing the product catalog or other supplier item reference manually is eliminated.

Billing and Revenue Management

Bill Transaction and Exception Analysis Using Oracle Transactional Business Intelligence (OTBI)

What it Does: Create ad-hoc analyses and dashboards on bill transactions and revenue and billing exceptions using new real time subject areas within OTBI. See unbilled cost transactions and billing events in summary and detail.

​​​​​​​​​​​​​​​​​​​Why it Helps: Analyze trends in revenue and billing exceptions to see how successful your action plans are in reducing exceptions.

Quantity and Rate Displayed on the Labor Invoice Lines

What it Does: Capture quantity, unit of measure, and unit price on labor project contract invoice lines.

​​​​​​​​​​​​​​​​​​​Why it Helps: The main benefit of this feature is to transfer the attributes to receivables, so users can print them on the receivables invoice, display them on the invoice UI, and include them in OTBI reports.

Grant Management

Assistance Listing Numbers Number

What it Does: References to Catalog of Federal Domestic Assistance, or CFDA, are now Assistance Listing Numbers, or ALN, throughout the application to conform with US federal government standards.

​​​​​​​​​​​​​​​​​​​Why it Helps: An ALN Number is used on federal grant and cooperative agreement award notices and are often used in governmental reporting and auditing.

Letter of Credit and Document Number Updates on Active Awards

What it Does: Users can update letter of credit details by amending active awards to accurately represent and track the method of reimbursement.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps to track the reimbursement.

Project Management Common

Planning to Billing by Project Role

What it Does: Perform financial planning, budgeting, and forecasting by project roles. Similarly, negotiate contracts with the clients based on the project roles and capture the negotiated rates on the contract.​​​​​​​​​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides the option to perform high-level estimation by project roles and bill customers as per negotiated project role-based rates.

Payments

Automatic Resumption of Payment Process Request After Payment Approval

What it Does: Once the payment has been approved, the auto resumption process allows the transaction to proceed automatically, without any manual intervention.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves the payment process and aims to ensure transactions are completed in a timely and efficient manner.

    • Avoid manual interventions.
    • Move seamlessly to the next steps in the payment process.
    • Save time and reduce errors and administrative costs.
    • Reduce the risk of late or missed payments.

Advanced Collections

Collector Update of Invoice Attributes and Contacts in Collections

What it Does: Collectors can update the purchase order information, user comments, line-level descriptions, and contact information on invoices using the Advanced Collections pages.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves collection efficiency by allowing collectors to make updates directly in the Advanced Collections pages. This feature usage can be controlled based on business needs.

 

Fixed Assets

File Based Data Import for Revaluation of Fixed Assets

What it Does: Users can upload a high volume of fixed asset revaluation transactions.

​​​​​​​​​​​​​​​​​​​Why it Helps: Revalues a high-volume of assets in one bulk upload either as a percentage or an amount change.

Invoice Accounting Date Display for Lines Transferred from Payables to Fixed Assets

What it Does: Includes the accounting date in the display of the Payables invoice lines in the Additions infotile of the Assets Landing page and the Prepare Source Lines page.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows sorting and filtering the pending asset invoices by invoice date so that users can process them into the correct asset book period.

General Ledger

Automated Resolution of Cross-Validation Combination Violations

What it Does: Users can resolve cross-validation combination violations automatically during a run of the Manage Account Combination Validation Rules process. The process either disables or end dates each code combination that violates the Cross Validation Rules.

​​​​​​​​​​​​​​​​​​​Why it Helps: Reduces error cycles in the accounting process by disabling or end dating invalid code combinations that violate the Cross Validation Rule.

Approvals and Notifications

Remove Prefix from Subject Lines and Titles in Workflow Notifications

What it Does: If users have a specific requirement, they can choose to exclude the prefix in the notifications that are sent.

​​​​​​​​​​​​​​​​​​​Why it Helps: Removing the prefix can help grab the readers’ attention with a more direct notification subject line or title.

Enhancements to Transaction Console Diagnostic Log

What it Does: The Transaction Console diagnostic log now includes two new sections you can enable and make use of.

    • Task Level Configuration
    • Transaction History

​​​​​​​​​​​​​​​​​​​Why it Helps:

    • Task Level Configuration
      The details shown in this section are for the current configuration of the task, not from the time the transaction was initiated.
    • Transaction History
      This section lists all the approval stages a transaction has passed through based on the approval rule configuration.

Reports and Analytics

Deprecated and New BI View Objects in Oracle BI Cloud Connector

What it Does: Business Intelligence View Objects (BIVOs) that are deprecated are no longer available for extraction using BI Cloud Connector (BICC).

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can review the Deprecated and New BI View Objects spreadsheets to omit deprecated and inactive BIVOs from their BICC tasks and add new ones as appropriate.​​​​​​​​​

User Experience

Profile Option to Set the Maximum Number of Records That Can Be Exported to Excel from the Audit Reports Work Area

What it Does: Restricts the number of records that can be exported to Excel from an audit report.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: In the Audit Reports work area, users can enter search parameters and export the data to Excel. If the number of records processed by the search parameters exceeds the set limit, a message is displayed requesting the users to narrow down the search criteria.​​​​​​​​​

Updated Oracle ADF DESKTOP Integration Add-in​

What it Does: Users can now download the latest version of the Oracle ADF Desktop Integration add-in (version 5.1.2.25306). This is now required when loading HCM Data using a spreadsheet data loader.​

​​​​​​​​​​​​​​​​​​​Why it Helps:

    • Users will get prompted to use their credentials to authenticate a failed session.
    • Users receive an updated version of WebView2 SDK, version 1.0.1343.22.
    • Users will get improved diagnostic logging for WebView2.
    • Users receive a new version for ADFdi client health check, version 1.8.1.

Albania Territory is Added to the Territory List on Your Set Preferences Work Area​

What it Does: The Albania territory is now added to the list of territories on the General Preferences: Regional page of the Set Preferences work area.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can select Albania as a territory when setting their regional preferences.​​​​​​​​​

Configuration

System Navigation Panel Enhancements for the Configuration UI​​

What it Does:​ ​

    • ​System navigation panel will remain “sticky” as the user scrolls on the Configuration UI.
    • System Navigation Panel location can now be displayed on the right sidebar (previously restricted to left).​​
    • Can display a small, medium, or large panel size when the System Navigation panel is displayed in the left sidebar.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows design flexibility to make the UI experience specific to your business.​​​​​​​​​​

Commerce

Alternate Input for Commerce Formula Management​​​

What it Does:​ Provides an alternate input method to create formulas using plain text entry. ​

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes formula management easy to maintain. The text-based entry method vastly increases ease-of-use and supports the following functionality:​​​​​​​​​​​

    • View all formula attributes and operators in one place.​​
    • Easily navigate to any position in the formula.​​
    • Allow quick copy-paste between formulas.​​​

CX Sales Mobile​

Scanned Typed Text Notes and Add Them to Sales Objects​

What it Does: While using the CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Scanning text and storing it as notes against a Sales Cloud object minimizes the time & effort required by salespeople to capture the information in the system. ​
(Example: Scanning a business card to quickly store contact information)​​​​​​​​​

Receive Notifications on Mobile for Upcoming Appointments​

What it Does: Notifies salespeople of their upcoming customer appointments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an additional way to remind salespeople about their meetings.​​​​​​​​​

API’s

Find Deleted Records in Sales and Fusion Service Using Deleted Records API​​​

What it Does: Users can now get a list of deleted object records in Sales and Fusion Service using the Deleted Records API.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This API will fetch the deleted object records and use that information to deactivate/delete data from external systems.​​​​​​​​

Pricing

New Pricing Portal​​

What it Does: Significant change: An all-new Pricing Engine UI using Redwood design standards now aligns with other Oracle products and provides a foundation for consolidation of CPQ pricing functionality.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Dramatically improves the pricing administrator experience and makes the pricing maintenance process simple and intuitive.​​​​​​​

Pricing Engine Pricing Rule Enhancements: “Always True” Pricing Rules​​

What it Does: The “Always True” condition provides a simplified method for creating Pricing Rules that are always true.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Customers no longer need to create a script or artificial condition and row grouping to make a Pricing Rule always apply.​​​​​​​

Pricing Engine Pricing Rule Enhancements: Change Pricing Rule Type After Creation​​

What it Does: Administrators can change the Pricing Rule type without creating a new Pricing Rule.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Simplifies the process for the pricing administrator.​

 

Global HR​

V3 Termination Support for End Temporary Assignment​

What it Does: Users can end temporary assignments by using the Terminate Employment quick action. The original assignment is activated when users terminate the temporary assignment.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Maintenance is reduced as the primary assignment does not need to be re-activated.​​​​​​

Schedule Recurring Journeys​

What it Does: Enables users to configure the recurrence for all categories of journeys, except survey, when assigning journeys using the Journeys app.

​​​​​​​​​​​​​​​​​​​Why it Helps: Recurring activities can now be triggered automatically through notifications to employees, thus reducing the need to send announcement emails from the HR central office.​​​​​​

Trigger Journeys Based on Nudges for Employment Events​

What it Does: Users can now configure a nudge to automatically assign a journey when specific employment events occur.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Nudges can be useful in kicking off actions from the system prior to the expiration of contracts, assignments, certifications etc.​​​​​

Disability Attributes Added to the Change Personal Information Approval Rule​

What it Does: Enables users to configure The Change Personal Information approval rule with the addition of the Current Person Disability or Proposed Person Disability attributes.​​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can configure approval rules based on these attributes, as required.​​​

Addition of Standard Annual Working Duration, Annual Working Duration and Units of Measure for Position​

What it Does: Full Time Equivalent (FTE) is the number of hours worked by a worker on a full-time basis and is typically used to determine the workload. The working hours and standard working hours are used to calculate the FTE for a worker. This is to calculate the adjusted FTE for workers in positions that don’t work the standard 52 weeks annually. Users can now default these values from the job, location, or organization when a position is created.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature can be used to accurately capture FTE in organizations where employees do not work for all 52 weeks of the year.​​​

Time and Labor​

Team Time Change Requests​

What it Does: Provides a new area for managers to review employee changes to timecard entries.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously only available through notifications, now managers have a dedicated page with a search and filter option to view all direct reports time changes. This helps managers get a clearer view of team time changes.​​​​

New HSDL Template for Public Holiday Calendar Events​

What it Does: Allows users to upload spreadsheets for yearly holiday entries.​​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This will help end users quickly enter all holidays for the year with a simple spreadsheet upload. Previously if entering holidays for an organization it required manual configuration.​​

Web Clock Enhancements​

What it Does: Includes enhancements to the Web Clock:

    • Geolocation​​
    • Missing Out/Missing In Validations​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Admins can now view the device and specific geo-location of the employee who is entering time via Web Clock.​ There are additional validations to prevent errors when reporting time via Web Clock to prevent users from forgetting to enter time in/out.​​

Global Payroll​

Retro Pay Late Hire Additions​​

What it Does: Admins can configure event actions to enable the “Evaluate Late Hires” flow to evaluate late hires, create a net pay result, and create retro event notifications.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows late hires to be processed within the “Recalculate Payroll for Retroactive Changes” process. Replaces the need to manually enter an element entry against the late hire.​​​

Ability to Record Costing Information as Part of a Global Transfer​​

What it Does: Allows users to input costing segment changes when doing a global transfer.​​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: When not using position level costing, users can now transfer and update the costing details in one process.​

Export Payroll Run Results​ and Export Payroll Balance Results​​

What it Does: Allows users to export payroll run results and payroll balance results to Excel.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously a user would need to run a report to get this information out of Oracle. Now you can easily click the “Export Button” directly from the page and export the information to excel without having to run an additional report.​​

Learning

Observation Checklist​

What it Does: An Observation Checklist activity provides the ability for someone to confirm the learner has obtained the necessary knowledge from the training before their assignment is completed. Once the Learner has finished the training, a worklist notification is sent to the observer who must complete the questionnaire and submit.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets learners assess their learning and lets observers assess it as well.​​

Activity Sequencing​​

What it Does: Users can now define the order in which a learner progresses through a series of activities in offerings or specializations. Users can also define whether completion is required or optional for each activity.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This enhancement lets users control the order in which learners complete offering and specialization activities.​

Recruiting

New Print Action for Job Applications​

What it Does: Users can use the new Print action to create a PDF version of a job application. On the Print Job Application page, users can select which content and attachments they want to print.​​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature, users can generate PDF files of job applications and share those PDFs with other users involved in the review and selection of job applications.​

Configurable Career Site Job Details Page​​

What it Does: Users can now configure the job details page displayed on the career site to match the look and feel of their corporate identity.​​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this enhancement, users can provide a more engaging experience to candidates.​​

Talent

Time Based Reminders when a Worker has Not Updated the Talent Profile for a Certain Number of Days​

What it Does: Enables users to initiate notifications to workers when their talent profile is not updated for a certain number of days.​​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps employees keep their Talent Profile up to date.​

Sourcing Copy

Extend a Closed Negotiation​

What it Does: This feature allows the extension of a closed negotiation to give suppliers more time to respond.​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature will help in situations where suppliers missed the response submission deadline, or if there weren’t enough supplier responses. Category managers can easily extend the negotiation to increase the timeline for receiving additional responses.​​

Procurement

Specify a Contract Purchase Agreement when Processing Requisition Lines Using the Document Builder​​

What it Does: With this feature, users can specify a contract purchase agreement as the source document when processing requisition lines into a purchase order using the document builder option.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Before this update, you could specify only blanket purchase agreements as the source document in the document builder.​

Create Purchase Order Lines with Negative Amounts​​

What it Does: Create purchase order lines with negative amounts to record credits to the ordered amount that you have negotiated with your supplier.​​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature buyers can use a negative amount line to represent a credit, for example an equipment trade-in. When a vendor receives an invoice with a negative amount line, they can match the invoice line to the negative amount order line.​

View Negotiation Details for Purchase Orders and Purchase Agreements Created as Negotiation Award Outcomes​

What it Does: Enables users to view the negotiation number for purchase orders and agreements created as negotiation award outcomes as either the buyer or the supplier.​​​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can leverage the new negotiation number link on a Purchase Order or Purchase Agreement to drill down into the Sourcing module and view negotiation details. Also, it helps track POs/Agreements by negotiation.​

Cost Management​

Perform On-demand Cost Rollup for Configured Items​

What it Does: This feature allows users to roll up and publish standard cost updates for purchased and manufactured configured items whenever the component costs or resources change. Users can also perform a cost rollup for a configured item without a work order.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Establishes accurate costs of your configured items when the component costs and labor rates fluctuate. Value the inventory at any point in time accurately. After costing the transactions, accounting doesn’t reflect any incorrect variances.​

Manufacturing

Manage Item Substitution during Work Order Execution​

What it Does: This feature allows users to manage and view the item substitutions in a work order. Using the predefined item substitutions in the item structure, users can view the substitutions, check their availability, and replace them with substitute items during the work order execution.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: During the production process, some materials may be in shortage. To meet production demand, predefined material substitutions could be leveraged while maintaining the quality of finished goods.​​

Order Management​

Update Attributes on Split Order Lines for Partial Shipments​

What it Does: This feature allows users to update one or more attributes on a split line. You can update line attributes just like you do when you update attributes on a line that isn’t split and that’s awaiting shipping.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature helps to update attributes on a split order line that Order Management creates when Shipping ships part of an order line in a standard or a back-to-back flow. It allows the system to orchestrate and send changes on the split line to your downstream fulfillment systems.​

Grant Management​

Award Funding Amount Updates on Contract​​​​​

What it Does: Users can propagate the funding amount updates to the contract lines seamlessly when receiving funding amount modifications from a sponsor.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Eliminates the need to navigate to the Contracts work area and manually amend, update, and resubmit the contract.​​​

 

 

Multiple Accounts and Letters of Credit for Sponsor​​​​​

What it Does: Users can associate multiple customer accounts for a sponsor such that the letter of credit number can be defined for each account. ​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: The letter of credit number for a sponsor account is important for accurate reimbursement from the sponsor. This also helps avoid creating different sponsor records for different customer accounts.​​​

 

 

Project Cost Distribution using Award Funding Patterns​​​​

What it Does: Users can define funding patterns to distribute project costs to awards and funding source combinations. Users can specify an expenditure item date range and task level to apply distribution rules that automatically split sponsored project costs.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Automating the distribution throughout the procure-to-pay lifecycle ensures charging accuracy and removes the need to manually enter the award charging instructions. Grants administrators manage the funding patterns to ensure proper cost distribution throughout the duration of the sponsored project.​​

 

 

 

Cost Management and Control​

Budget Account Derivation for Cost Adjustments​​​

What it Does: Users can use the Budget Account Transaction Account Definition to rederive the budget account for cost adjustments.​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature ensures the transaction is validated correctly and the ledger-based control budget displays accurate balances when costs are transferred from one project or task to another, and the project or task determines one or more segments in the control budget.​

Billing and Revenue Management​

Automatic Release on Approval of Project Contract Invoice​​

What it Does: Automatically release project contract invoices on approval using workflow or the user interface.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Skip the manual release invoice step and move project contract invoices through to Receivables faster.​

Advanced Collections​

Credit Score Addition to Collections Customer Profiles​

What it Does: Displays credit score information for customers on the corresponding Collections Customer Profile page to improve collections efficiency. The credit score information is available on the Collections Customer Profile page at both the customer and account level.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature provides access to current customer credit information, which can enhance the collector’s analysis of delinquent customers to improve business decisions.​​​

Expenses

Monthly and Lifetime Rate Limit Enforcement for Miscellaneous Policies​

What it Does: This feature allows users to enforce policies where a certain expenditure is allowed only up to a certain limit within a specified time period. Enforces monthly and lifetime rate limits for miscellaneous expenses.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Businesses have more control over the enforcement of miscellaneous policies with the introduction of additional rate limits. This allows approvers and auditors to have visibility into policy violations if employees are submitting expenses above the defined limits.​​

Print Preview for PDF and MS Office Document Attachments in Expense Reports​​

What it Does: Users can generate a print preview of an expense report and any related attachment as a single PDF document. (Attachments include any pdf, image, .doc and .xls)​

​​​​​​​​​​​​​​​​​​​Why it Helps: The single PDF document containing the report and the attachments makes it easy for users to review and print the expense report. Prior to update 23A, only image attachments could be printed along with expense reports.​​

Application Security​

Secure Talent Pools Through HCM Data Security​

What it Does: Secure access to talent pools through the HCM Data Role user interface. Users can create talent pool security profiles and assign them to a data role. Setup and Maintenance Data Role Migration, Preview HCM Data Security, and the Regenerate Data Security Profile processes now also support talent pool security profiles.​​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps restrict Talent Pools through specific roles without having to create a separate custom role.​​

HCM Common Architecture​

Enhancements to Approvals and Notifications​​​

What it Does: Leverage the ability to resend email notifications for any in-progress transactions in the Transaction Console.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can resend the notification if the email is lost or deleted. This feature can also be used as a reminder.​

Enhancement to the Transaction Console Archive Process​​​

What it Does: Enhance user experience in the Transaction Console summary page that now displays a yellow banner that reminds users to archive completed transactions.​

​​​​​​​​​​​​​​​​​​​Why it Helps: The banner displays when the archive process hasn’t been run in the past 3 months. This helps users identify if the archive process is not scheduled or if any performance issues exist.​​

Enhancements to Transaction Console – Diagnostic Log​​

What it Does: Transaction Console administrators can now download the diagnostic log for healthy pending transactions. The diagnostic log now also includes details of all the attachments added at any stage of the transaction.​

​​​​​​​​​​​​​​​​​​​Why it Helps: Users with Transaction Console administrator setup can now run diagnostic logs and can retrieve all the attachments added to a transaction without the dependency of other roles.​

Auto Complete Rules for HCM Experience Design Studio Enhancements​

What it Does: Enhances users’ experience authoring new rules in Autocomplete Rules for HCM Experience Design Studio with these additional capabilities:

    • Global HR: Author defaulting and validation rules when you terminate an assignment using V3 Termination.​
    • Payroll: Default the Timecard Required check box and Overtime Period based on HR assignment attributes such as job, grade, or department in the Payroll Assignment business object.​
    • Recruiting: Validate the offer letter template based on legal entity on When and Why, and business unit or grade on Assignment Details. Enforce business rule on number of offers that can be extended to a candidate.​​

​​​​​​​​​​​​​​​​​​​Why it Helps: Ensures accurate and consistent data by validating the user-entered values. This allows organizations to adjust quickly to HR compliance without relying on new release updates.

Absence Management

Audit Enabled for Accrual Tables

What it Does: Audit capability has been added to three absence plan transaction tables.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users now have the ability to track audit changes within absence plan transaction tables which gives them more insight into changes that happen within absence management plans.

Increased Character Limit for Short Code in Calendar Events

What it Does: The increased number of characters gives users more flexibility and number combinations when creating calendar events.

​​​​​​​​​​​​​​​​​​​Why it Helps: If there are multiple calendar event categories and multiple calendar events, users were previously limited to just 4 characters in the short codes, which limited the number of combinations.  This has now been increased to 48.

Time and Labor

Integration with the Delete Assignment Process in Global Human Resources

What it Does: Prevents deleting an assignment if there are open time entries for that assignment.

​​​​​​​​​​​​​​​​​​​Why it Helps: Previously deleting an assignment with open timecards would cause looping issues.  Now the system prevents this from happening and stops the loop from occurring.

Global Payroll

Support for Time Updates in Payroll: Upgrade Time Elements

What it Does: Allows for upgrading previously created elements.

​​​​​​​​​​​​​​​​​​​Why it Helps: Any previously created elements can be ‘upgraded’ to have the new features coming in 22C and 22D and you do not have to create new elements to get these features.

Performance Management

Touchpoints Experience for Managers / Employees

What it Does: Encourages and supports managers to take steps in order to build trust and meaningful interactions with their team, and employees are supported with tools to voice their opinions and proactively enhance their work interactions.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows employees and managers a way to build informed and meaningful interactions to build trust, boost engagement levels, and improve productivity.

All-In-One Evaluations

What it Does: Allows the manager to evaluate multiple employees with the same performance document.

​​​​​​​​​​​​​​​​​​​Why it Helps: Speeds up the evaluation process and enhances the manager’s user experience by viewing and evaluating the performance documents of multiple employees at the same time from one page.

Recruiting

Search for DFF Filters Values

What it Does: Allows external candidates to use any of the available DFF filter values to narrow down the job search results list on external career sites using the Minimal template.

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides a consistent search experience for candidates so they can easily find jobs to apply to.

Recruiting Booster

         What it Does:
    • Enables hiring managers and recruiters to engage with candidates via two-way messaging.
    • Recruiters can create and manage hiring events with registration flows, pre-screening questionnaires, and scheduling capabilities.
    • Manage shared interview schedules, sync with calendars to automate interview scheduling, distribute interview guides and collect feedback from the interviewers.

​​​​​​​​​​​​​​​​​​​Why it Helps: The interview scheduling process is streamlined and allows candidates full visibility into what’s happening throughout the process.

Leads and Opportunities

Capture Competitor Details in Leads

What it Does: Let’s organizations track competitors for a lead and identify one of them as a primary competitor. When a lead is converted to an opportunity, the mapped competitor information is automatically carried over to the opportunity.

​​​​​​​​​​​​​​​​​​​Why it Helps: Tracking competitor data provides organizations with valuable insights for leads and prospects. (e.g., organizations can plan appropriate sales strategies to help close deals more effectively).

CX Sales Mobile

Use Natural Language Processing to Recommend Actions from Meeting Summary Minutes

What it Does: Users can enable the app to use natural language capabilities to analyze meeting minutes, suggest follow-up appointments and tasks, or create contacts. Salespeople can accept or dismiss the suggestion, which frees up time, and this feature assists with day-to-day sales activities.

​​​​​​​​​​​​​​​​​​​Why it Helps: Saves salespeople from having to manually perform various follow-up activities that are almost always required after a meeting with their customers. It also ensures that opportunities to pursue follow-up activities aren’t missed. Administrators can decide which fields are analyzed and which follow-up actions are recommended.

CRM Common Components

Manage and Use Custom Territory Attributes for Territory-Based Assignments

What it Does: Sales operations teams can assign territories using custom territory attributes.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can separately track revenue for both groups of sales representatives. This means that records are matched with the revenue based on a new territory or a renewal territory.

Next Gen Sales User Experience

Update Multiple Records at the Same Time in Lists Page

What it Does: Users can select more than one record from the list page and update them at the same time.

​​​​​​​​​​​​​​​​​​​Why it Helps: Saves time from going into each record and updating or running an import job.

Enterprise Contracts

Protect Supporting Documents from Deletion

What it Does: Adding the new privilege, Delete Supporting Documents by Contract Status, to the required roles lets users restrict the deletion of supporting documents in all contract statuses other than Draft and Under Amendment. To restrict the deletion of supporting documents in all contract statuses, users must revoke the existing privilege, Delete Supporting Documents, for specific roles.

​​​​​​​​​​​​​​​​​​​Why it Helps: Protects supporting documents from being inadvertently deleted.

Administration

External Email Server Support

What it Does: For certain functions, an external email server that meets Oracle’s supported TLS protocol standards can be set up for outgoing email.

​​​​​​​​​​​​​​​​​​​Why it Helps: Offers more flexibility outside of the Oracle CPQ email server. Can be used for standard functions, including:

    • New User Creation Email
    • Partner Organization Creation Email
    • Forgot Password Email
    • Scheduled Email
    • Broadcast Email

Salesforce Integration

Option to Bypass Opportunity Access Control

What it Does: Any user who has permissions to the Oracle Quote will also be able to sync an Oracle Quote to the Salesforce Opportunity & Opportunity Products, regardless if the user has write access to the Opportunity or Opportunity Products.

​​​​​​​​​​​​​​​​​​​Why it Helps: Makes it easier to share and keep the information in active Quotes and the associated Opportunities synchronized without the additional burden of changing a sales user’s access permission level.

Global HR

Surveys: Surveys in Journeys

What it Does: Users can create a survey and assign it to people within their organization.

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides an end-to-end survey mechanism that enables users to not only create and send surveys but also analyze and report on the survey results.

Work Structures: Position Management: Profile Option to Restrict the Number of Valid Grades

What it Does: Restricts the number of valid grades that can be defined for a position using the Number of Valid Grades Allowed on a Position profile option.

​​​​​​​​​​​​​​​​​​​Why it Helps: You can restrict the number of valid grades on a position up to a maximum of 5.

HCM Common Architecture

Enhancements to Approval Delegations

What it Does: Administrators can enable FYI notifications for approval delegations to inform the delegated persons about newly assigned delegations or any changes made to existing ones.

​​​​​​​​​​​​​​​​​​​Why it Helps: When a delegator creates or updates a delegation rule: The delegated person gets an FYI notification. When an administrator creates or updates a delegation rule: Both the person for whom the delegation rule is created, and the delegated person get an FYI notification.

Improved Transaction Selection Criteria on Transaction Console Summary Page

What it Does: Users with multiple failed transactions now can easily identify those that can be recovered and those that can be reassigned.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enhances the approval process by distinguishing between failed transactions that have an underlying issue associated with it that can be recovered and those that can be reassigned to other approvers.

Compensation

Salary: Salary Can’t be Maintained for Inactive Assignments During Change Assignment

What it Does: Prevents users from creating or updating a salary for inactive assignments or assignments that will become inactive in the Change Assignment action.

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides a seamless experience that prevents errors from happening after final approvals for assignments or temporary assignments.

Workforce Compensation: Update Grade Step as Part of a Workforce Compensation Cycle

What it Does: Allows managers to update a person’s Grade Step as a part of a workforce compensation cycle.

​​​​​​​​​​​​​​​​​​​Why it Helps: Managers can contribute to the workforce compensation cycle by updating a persons Grade Steps.

Product Hub

Avoid Potential Runtime Errors Caused by Dormant Data Inconsistencies in Items – Report

What it Does: Users can use the Product Hub Diagnostics Dormant Data Inconsistencies in Items diagnostic report to periodically review dormant data inconsistencies and resolve issues at hand.

​​​​​​​​​​​​​​​​​​​Why it Helps: Periodic review of data will improve operational reliability and simplify trouble shooting steps.

Create Multiple Item Relationships to the Same GTIN

What it Does: Users can create item relationships by associating the same GTIN with more than one item when the GTIN UOM and the item’s primary UOM are the same.

​​​​​​​​​​​​​​​​​​​Why it Helps: Businesses can accurately associate related items that may have different packaging arrangements, eliminating the need for a unique GTIN.

Inventory Management

Use Approvals for Movement Requests

What it Does: Uses an approval-based workflow to route requisition-type movement requests to the appropriate approval authorities before executing the movement request.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can configure rules to meet organizational requirements when tasks are assigned for approval helping businesses align with the actual workflows.

Maintenance

Enable Deferred Electronic Records and Electronic Signatures for Maintenance Work Order Release

What it Does: Users can enforce the generation of an e-record and capture of e-signatures when a work order is initially changed to the Released status.

​​​​​​​​​​​​​​​​​​​Why it Helps: Establishes a formal approval process before releasing a maintenance work order.

Manufacturing

Schedule Work Orders Manually

What it Does: Users can schedule work orders manually to enable gaps or overlaps between operations or resources.

​​​​​​​​​​​​​​​​​​​Why it Helps: Organizations can better manage real-time requirements of shop floor scheduling to meet their business needs.

Global Order Promising

Include Future-Dated Receipts in Real-Time Available-to-Promise Calculations

What it Does: This real-time promising mode now considers future-dated receipts in addition to receipts for the current day.

​​​​​​​​​​​​​​​​​​​Why it Helps: Organizations can offer customers accurate future availability dates for items that are out of stock, rather than putting them on backorder. This drives order promising in distribution-based businesses more accurately in real-time, without needing to collect these supply documents.

Supply Planning

View Calendar Details from the Supplies and Demand Page

What it Does: Planners can access the UI from the Supplies and Demands UI to review a Gantt chart with the schedule details for the order.

​​​​​​​​​​​​​​​​​​​Why it Helps: The Gantt chart helps to readily gain insight into order scheduling details and the various constraints evaluated to generate the dates of a supply. The Gantt section gives you a visualization of the nonworking days associated with the calendar used in calculating each suggested date, as well as the duration of the preprocessing, processing and postprocessing lead times associated with the related item.

Purchasing

Automate Invoice Validation to Release Holds Upon Purchase Order Change

What it Does: Users can enable automatic validation of matched invoices to release holds upon change order implementations.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature helps eliminate the manual process of validating and releasing the invoice holds when a PO change order satisfies the invoice hold condition. This also helps eliminate the time delay if you have invoice validation process running on schedule.

Sourcing

Manage Larger Negotiations

What it Does: Organizations can conduct and manage larger negotiations with high line volumes.

​​​​​​​​​​​​​​​​​​​Why it Helps: Prior to this feature, organizations with large negotiations and high line volumes could not be processed in real time due to application constraints with UI display or timeout limits. Organizations can now conduct large-line volume negotiations using file-based data import and background processing.

Supplier Model

Prevent Suppliers from Registering as a Duplicate

What it Does: Prevents the creation of a duplicate supplier registration by performing a duplicate check matching attributes such as; The company name, D-U-N-S number, taxpayer ID, or tax registration number.

​​​​​​​​​​​​​​​​​​​Why it Helps: A duplicate supplier error message will appear on screen if any attributes are found as a match. This prevents suppliers from spending unnecessary time, and frustration when registering.

Billing and Revenue Management

Protect Supporting Documents from Deletion

What it Does: Adding the new privilege, Delete Supporting Documents by Contract Status, to the required roles lets you restrict the deletion of supporting documents in all contract statuses other than Draft and Under Amendment by revoking existing privileges.

​​​​​​​​​​​​​​​​​​​Why it Helps: Protects contracts supporting documents from being inadvertently deleted.

Use Updated Rich Text Editor in Enterprise Contracts

What it Does: Users can use the latest built-in rich text editor when editing clause text in Oracle Enterprise Contracts.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enjoy a simplified, more modern interface while using the same features available in the previous version of the editor.

 

Cost Management and Control

Unprocessed Cost Drill from OTBI

What it Does: Drill down from OTBI analyses to unprocessed costs in the Costs work area.

​​​​​​​​​​​​​​​​​​​Why it Helps: Project accountants can easily navigate back and forth from the analysis to the application to review details.

Use Transaction Date as the Expenditure Item Date for Purchase Order Receipts

What it Does: Users can use the actual transaction date of a purchase order receipt as the expenditure item date for project-based receipts.

​​​​​​​​​​​​​​​​​​​Why it Helps: This will reflect the true expenditure item date in PPM which will reflect the true P&L of Project.

General Ledger

Simplified Cross-Validation Rules Using Combination Sets

What it Does: Defines cross-validations based on combinations of segment values, along with cross-validation rules based on condition and validation filters. A cross-validation combination set is a maximum of five segments. New account combinations are validated against both cross-validation rules, and cross-validation combination sets to determine whether to dynamically create full account combinations.

​​​​​​​​​​​​​​​​​​​Why it Helps: It can be tested before enabling a combination set definition and can have a start and end date for the combinations. This enhancement can work with EDMCS and can eliminate the need to define an entire segment value list, which can lead to better performances.

https://download.oracle.com/ocomdocs/global/apps_22D/fin/Cross_Validation_Rules/index.html

Range-Based Hierarchy Creation Using File-Based Data Import

What it Does: The Segment Values and Hierarchies file-based data import (FBDI) template supports uploading range tree nodes while defining tree structures for accounting flexfield hierarchies.

​​​​​​​​​​​​​​​​​​​Why it Helps: It allows users to define a range node in any of the Parent or Value columns where ranges can be provided and loaded through FBDI for CoA hierarchies. This avoids the inclusion of a value within a sheet.

Journal Line Description and Accounting Date Display on Inquire on Journal Lines and Inquire Detailed Balances Drilldown Pages

What it Does: Users can search journals based on the Journal Line Description and Accounting Date fields for a more detailed context of journal lines as part of the General Ledger balance analysis.

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides users more flexibility to choose which transaction attributes should be analyzed when inquiring on the General Ledger journal lines. This allows for efficient and detailed inquiry instead of using additional drill-downs and workarounds.

Assets

Automatic Asset Numbering Enhancement

What it Does: Prevents users from manually entering or changing an asset number.

​​​​​​​​​​​​​​​​​​​Why it Helps: Ensures sequential asset numbering and prevents accidental entry of asset numbers.

Receivables

Receivables Activity Display in Receipt Applications

What it Does: Displays the receivables activity name associated with an application in the Application tab of the Edit Receipt page. This provides users with the name of the receivables activity that was used during the application process.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users can easily see the receivables activity associated with receipt applications to gain the business context associated with the application.

HCM Common Architecture

Autocomplete Rules for HCM Experience Design Studio Enhancements

What it Does: Organizations can enhance the users’ experience by authorizing new rules in Autocomplete Rules for HCM Experience Design Studio with the following additional capabilities:

    • Default the effective start date in the When and Why section during a promotion.
    • Default the Tax Reporting Unit from HR attributes in Payroll Terms.
    • Derive the final close date based on the employee termination date or the company rule in Payroll Assignment.
    • Default the planned end date of maternity leave with the planned start date in Absence.
    • Delivery of additional attributes for Salary and Succession Plans to support more use cases.

​​​​​​​​​​​​​​​​​​​Why it Helps: It helps to ensure that data is accurate and consistent by validating the user-entered values. This allows organizations to adjust quickly to HR compliance without relying on new release updates.

Enhancements to Reassign Feature in Transaction Console

What it Does: Transaction Console administrators can now reassign transactions without having BPM Workflow Human Capital Management Admin privileges and can also reassign transactions for which they aren’t the initiators.

​​​​​​​​​​​​​​​​​​​Why it Helps: Creates custom roles with only Transaction Console admin privileges and restricts users from having full BPM administrator privileges. This allows Transaction Console administrators to reassign transactions and ensure that the approvals are complete.​​​​​​​​​​​​​​​​

HCM Data Loader

Schedule HCM Data Loader

What it Does: Organizations can create a one-time schedule to process HCM Data Loader files.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows users to bulk-load large files outside of working hours by creating a one-time schedule to process your HCM Data Loader files.

Remove Payroll Objects for Terminated Employees and Canceled Work Relationships

What it Does: Remove payroll data for terminated employees or canceled work relationships. This feature supports the removal of the following types of data when Payroll Run Results do not exist:

    • Assigned Payroll
    • Element Entries: entries removal includes when created by other products such as Compensation and Benefits
    • Personal Payment Method
    • CIR – Calculation Cards
    • Costing details

​​​​​​​​​​​​​​​​​​​Why it Helps: It supports the removal of implicitly created payroll-related objects for Cloud HR customers. It does not support the removal of payroll objects for Cloud Payroll customers who have generated employee-level payroll results where there is a requirement to maintain payroll data for audit purposes.​​​​​​​​​​​​​​​​

 

User Experience

Changes in the Splash Screen for Android Devices

What it Does: The Progressive Web Applications (PWA) splash screen for Android devices gets a new look with a different background color and a modified Oracle application launcher icon.

​​​​​​​​​​​​​​​​​​​Why it Helps: There is a change in look and feel on Android devices.

Old UI

New UI

​​​​​​​​​​​​​​​​​​​

Extensibility

Updated Oracle Visual Builder Studio

What it Does: In addition to configuring your applications to suit your specific business needs, you can now create your own application UIs and deploy them alongside other applications in your Fusion Applications instance.

​​​​​​​​​​​​​​​​​​​Why it Helps: The feature is useful for PAAS customers. You can now use the same tools that Oracle uses — namely, Visual Builder Studio and Oracle JavaScript Extension Toolkit (JET).

Updated Oracle ADF Desktop Integration Add-In

What it Does: You can now download the latest version of the Oracle ADF Desktop Integration add-in, version 5.1.1.24107. With this version, you get updated translations for a given language.

​​​​​​​​​​​​​​​​​​​Why it Helps: This is an additional feature in the ADF Desktop integration tool and supports multiple languages.​​​​​​​​​​​​​​​​

Approvals and Notifications

Configure From And Reply-to Email Address

What it Does: In email notifications sent to users as part of a workflow, the From and Reply-To fields have a default email address and no sender name. It’s now possible to add a sender name to the From field, and you can also change the email address for the From and Reply-To fields.

​​​​​​​​​​​​​​​​​​​Why it Helps: In the past lot of users have complained about approval email notifications going to SPAM due to the security.  This new feature gives the flexibility to provide and change an email address in the From and Reply-To Email fields.

​​​​​​​​​​​​​​

Applications Security

Introduced Limit On Number Of Role Mappings

What it Does: Create role mappings for roles auto provisioning with the number of role mappings limited to 50,000.

​​​​​​​​​​​​​​​​​​​Why it Helps: Oracle limited the number of role mappings to 50,000, causing little impact.​​​​​​​​

API and Schema

Notice About Obsolete Tables In Oracle Fusion Applications

What it Does: Oracle Fusion Applications tables that were obsoleted in the past releases, will no longer be available at the start of the next quarterly release.

​​​​​​​​​​​​​​​​​​​Why it Helps: Helps identify the impacted tables and the release in which they were obsoleted so that you can plan your development tasks accordingly and prevent any broken links or missing references to them.

Taxes

Derivation of Tax Rates Based on UOM for Quantity-Based Taxes

What it Does: When there are multiple UoMs used for a product and tax is based on a specific UoM, and if UoM conversions are available, then tax calculation uses taxable UoM.

​​​​​​​​​​​​​​​​​​​Why it Helps: The goods can use different UoM based on customer needs or supplier standards, if tax is to be calculated on a quantity (measured in specific UoM for tax purposes), then this feature will be helpful, especially in commercial industries.​​​​​​​​​​​​​​

Payments

Payment Approval Based on Payment Process Request Total Amount

What it Does: If payment process request amount in functional currency exceeds the threshold limit specified, it will be routed for approval.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature allows you to route all payment process requests to the treasury department if the request total payment amount exceeds the threshold limit and better controls on cash outflow can be placed.

Payables

Form 1099-MISC and Form 1099-NEC for Tax Year 2022

What it Does: A legally required update.

​​​​​​​​​​​​​​​​​​​Why it Helps: Required tax update for the Year 2022 for Suppliers according to the new layout published by the US Internal Revenue Service (IRS).

General Ledger

Account Balances Search by Segment Value Description

What it Does: A new radio button was added to search for accounts using the Account Description value while inquiring on detailed balances.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users cannot remember the account number when they try to find detailed balances by account. Currently the search is limited to search by Account Number. This feature enables searching by Account Description.

Expenses

Expense Allocation Line-Level Split with Multiple Selections

What it Does: Allocate specific percentages or amounts to a project or expense account at the line level during expense report entry instead of using the same percentage for all lines.

​​​​​​​​​​​​​​​​​​​Why it Helps: Currently different expense lines in an expense report cannot have different percentages or amounts split. This feature enables different specific percentages or amounts for a project or expense account at the line level during expense report entry.

Billing and Revenue Management

Additional Process Configurator Sources for Invoicing

What it Does: Define process configurators for invoicing using newly-added sources that equate to existing sources available for use in revenue recognition.

​​​​​​​​​​​​​​​​​​​Why it Helps: Create your own percent spent or percent complete formulas for progress-based fixed price invoicing. Alternatively, create your own current run or inception-to-date formulas for fixed fee invoicing. New sources also include bill plan descriptive flex fields.

Invoice Search Using Project Number

What it Does: Search for specific invoices using the project number as an alternative to project name.

​​​​​​​​​​​​​​​​​​​Why it Helps: This simplifies and accelerates search for project billing specialists.

Planning, Scheduling, and Forecasting

Project Status Workflow Enhancements

What it Does: Project status change workflow notifications are enhanced to better inform approvers and help them make faster decisions.

​​​​​​​​​​​​​​​​​​​Why it Helps: The notification now includes comments entered by the submitter, as well as the next status the project will be set to after approval.

Global Order Promising

Use Real-Time On-Hand and In-Transit Supply Data for Available-to-Promise Calculations

What it Does: To reduce the data processing volume and latency of collecting supply information for millions of item locations, Oracle Global Order Promising can now access supply information directly from Oracle Supply Chain Execution applications in real-time.

​​​​​​​​​​​​​​​​​​​Why it Helps: Provides more accurate available-to-promise dates across millions of item-location combinations by accessing on-hand and in-transit transaction data from Oracle Supply Chain Execution applications in real-time.

Production Scheduling

Analyze the Impact of an Items’ Supply Shortage on the Schedule

What it Does: Allows users the ability to display shortage quantities for an item and when the earliest work order operation that consumes shortage is scheduled to start. Also highlights consuming operations in the Gantt chart for that selected item.

​​​​​​​​​​​​​​​​​​​Why it Helps: Improves scheduler’s understanding of supply shortages and their impact on the production schedule, and reduces cycle time due to improved schedule explainability. Important new fields are also added in the On-Hand table in production scheduling such as Make or Buy, Lead Time (Days), Earliest Shortage usage etc.

Manufacturing

Automate Item Structure Component Replacements to Discrete Manufacturing Work Definitions

What it Does: Perform component replacement in an Item Structure and automatically process this replaced component assignment to the work definition operation. It also sends workflow notifications if e-signature is enabled for the Work Definition Management.

​​​​​​​​​​​​​​​​​​​Why it Helps: Facilitates tight collaboration between both Engineering and Manufacturing departments. It speeds up the readiness of work definitions through automation for downstream processes such as Supply Planning and Supply Chain Execution without any manual intervention or errors.

Supplier Model

Configure Sender Name and Email in Supplier Management Notifications

What it Does: By configuring the From and Reply To email address for supplier onboarding and profile management notifications, the supplier user will recognize registration requests coming from your organization.

​​​​​​​​​​​​​​​​​​​Why it Helps: Setting the sender email helps avoid registration-related notifications landing in the Spam folders. This feature also enable users to monitor out-of-office emails from suppliers by receiving auto-replies, and bounce-back emails if delivery to a supplier contact isn’t successful.

Complex Work Procurement

View Work Confirmation Summary in the Order Life Cycle

What it Does: View work confirmations summary in the order life cycle for progress payments such as work performed in the current period, work approved in earlier periods, total work completed, and remaining balances for the progress payment schedules.

​​​​​​​​​​​​​​​​​​​Why it Helps: Enables easier tracking of work completion; Buyers can review the progress of complex purchase work performed for every line and schedule.

Recruiting

Interview Feedback Scoring and Ratings

What it Does: While you define the details for collecting feedback, a new option called Request Rating from Respondent is available. When users enable this option, a new Rating section is available in the questionnaire, and respondents provide a rating while completing the interview feedback questionnaire.

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature, you can easily find top candidates to advance in the selection process.

Microsoft Teams Meetings in Interview Scheduling

What it Does: You can now generate Microsoft Teams meeting links in candidate-managed interview slots when the Microsoft 365 integration is configured in interview scheduling.

​​​​​​​​​​​​​​​​​​​Why it Helps: With this feature, you no longer need to manually copy and paste web conference details into each interview slot or interview.

Performance Management

Questionnaire Scoring in Performance Documents

What it Does: Users can now score questionnaires in performance documents. Seeing a score in the questionnaire gives the person you’re evaluating even more information which counts towards their overall evaluation.

​​​​​​​​​​​​​​​​​​​Why it Helps: Rating questions in a performance document provides a way to define a measure for important areas for a review which aren’t distinguishable as goals or competencies.

Support for Journeys in Performance Management

What it Does: Users can now refine business processes by including Performance Management quick actions, Check-In Documents, and the Performance Spotlight pages in contextual journeys.

​​​​​​​​​​​​​​​​​​​Why it Helps: Leverage Performance Management quick actions in contextual journeys to support your specific processes such as project managing or onboarding.

Goal Management

Guided Journey Options for Goal Management Pages

What it Does: Users can see a ”Guide Me” button when guided journey is enabled for the section or page

​​​​​​​​​​​​​​​​​​​Why it Helps: Help employees manage their performance goals and the goals of people who report to them by providing appropriate guidance.

Absence Management

Process Absences Automatically when Employee Work Schedule Changes

What it Does: When creating an absence entry, Oracle defaults the number of hours according to your schedule. Users can now configure absence types to automatically re-process absences when an employee’s work schedule changes.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature will update the number of hours with the new scheduled hours.

Time & Labor

Enhancement to Payroll Time Transfer

What it Does: Added new parameters: Timecard from and to dates, HCM Group, person, payroll.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users are now able to specify which timecards to send to payroll. Previously there were no such restrictions.

Semi-Monthly Timecards

What it Does: Oracle now allows clients to use semi-monthly timecard periods for timecard entry.

​​​​​​​​​​​​​​​​​​​Why it Helps: This gives more flexibility as organizations were previously restricted to weekly, biweekly, or monthly timecard periods.

Payroll

Support for Time Updates in Payroll

What it Does: Users can now load timecard updates to payroll. When changes are made, only the updated time information is sent to payroll.

​​​​​​​​​​​​​​​​​​​Why it Helps: Reduces the number of time entries created when a timecard is updated. Also reduces the volume and complexity of retro pay processing for timecard changes.

HCM Alerts for Payroll Flows

What it Does: Enables users to configure worklist notifications/emails to flow owners on the status of flows. They are triggered from an event or REST resource.

​​​​​​​​​​​​​​​​​​​Why it Helps: Allows users to define their own notification content using their own templates. This feature also composes notifications to include the status of the flow, and users can send notifications to multiple flow owners.

Position Management

Calculate FTE When Updating a Position

What it Does: Now, you can enable automatic FTE calculation for positions that are updated or corrected using the Enable FTE Calculation in Positions profile option. When you enable this profile option, the Calculate FTE check box is displayed beside the FTE field in the position pages. When this check box is selected and you edit the working hours or the headcount in the position pages, the FTE is automatically calculated, and the FTE field is read-only.

​​​​​​​​​​​​​​​​​​​Why it Helps: Changes to Working Hours lead to an auto-update of FTE, Users can override the automatic calculation of FTE by deselecting the Calculate FTE check box on the position pages.

Match Position Valid Grades with the Grades of the Job

What it Does: You can now enforce that the valid grades of the position match with the valid grades of the associated job by displaying a validation message. The error is triggered when you remove or add a grade that is not defined for the job.

​​​​​​​​​​​​​​​​​​​Why it Helps: This validation ensures grades in the position match with the job valid grades, and the grades are active and valid for the position’s business unit.

Global HR

Prevent Inflight Position Transaction Updates When Using HCM Data Loader

What it Does: You can now prevent inflight position updates when using HCM Data Loader (HDL) or HCM Spreadsheet Data Loader (HSDL) when approvals are pending for the same.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature will reduce the errors due to overlap of updates made to the same position record using HDL or HSDL and position pages when approvals are enabled.

Enhanced Transaction Design Studio Support for Directory

What it Does: You can now show or hide fields on the org chart notes and on the Advanced Search results pages using the Transaction Design Studio (TDS).

​​​​​​​​​​​​​​​​​​​Why it Helps: Almost all the fields found on the Assignment page can be displayed in the Director page too. These fields can also be used as Search criteria.

Areas of Responsibility Reporting

What it Does: Human Resource Analysts can now use a new OTBI subject area for reporting area of responsibility (AOR) relationships between representatives and the people they support. A new scheduled process, Refresh Representative Data, must be run daily to populate the reporting table and keep the data current and up-to-date.

​​​​​​​​​​​​​​​​​​​Why it Helps: AOR can be reported and checked for accuracy frequently and easily.

Display Address in Public Info and Employee Summary Pages Based on the Selected Format

What it Does: You can now see the work address based on the selected address style on the Public Info and Employee Summary pages. Earlier, the work address was based on the Postal Address style only. Now you can base it on the Supplemental Taxation and Reporting Address style too.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature improves the user experience with work address display according to their business requirements.

CX Sales Mobile

Disable App Screen Recording or Taking Screenshots of the App

What it Does: Restricts users from recording the screen or taking a screenshot while using the App. This feature is currently available only for Android devices.

​​​​​​​​​​​​​​​​​​​Why it Helps: This helps prevent data from being copied and viewed outside of the app, making the data secure.

Use Filters on Dynamic Choice List Field Pickers on Mobile App

What it Does: Provides an ability to display a filtered set of records in dynamic choice list fields in the mobile app.

​​​​​​​​​​​​​​​​​​​Why it Helps: Gives users the ability to use simple or advanced filters on dynamic choice list fields in the mobile app. This keeps the configuration in line with the desktop application, reducing the sync issues & data issues.

Leads and Opportunities

Access to Opportunity Team Members for Partner Users

What it Does: Provides Partner Sales Reps with the ability to view and add team members on an Opportunity.

​​​​​​​​​​​​​​​​​​​Why it Helps: Partner Sales Reps can now view and directly get in-touch with the sales reps working on the opportunity as needed without waiting on someone else for the information. Based on the relationship they may also add additional sales reps to the opportunity, requesting help to close the deal.

Import/Export Management

Use Specific Alternate Keys to Link Objects on Data Import

What it Does: Provides the ability to populate dynamic choice list fields throughout the import process using the External Unique ID of the record.

​​​​​​​​​​​​​​​​​​​Why it Helps: The application needs the system-generated ID to populate a dynamic choice list field on an object. Users had to extract data and fetch the linking record’s system ID into the import file to establish a relationship between records. This new feature allows an External Unique ID to link two records, reducing the time needed to import data.

CRM Common Components

Use Additional Fields for Mass Update in Workspace

What it Does: Provides the ability to perform a mass update on multiple records on choice list fields based on objects that aren’t available in Adaptive Search.

​​​​​​​​​​​​​​​​​​​Why it Helps: Users do not have to decide whether they need to navigate to the Work Area or Workspace to perform a Mass Update action on multiple records. Users will be able to navigate to Workspace and perform Mass updates on multiple records for all field data types.

Integration

Disable User Sync Between Salesforce and Oracle CPQ

What it Does: Oracle CPQ Connector for Salesforce allows administrators to globally disable and re-enable user sync between Salesforce and Oracle CPQ. When disabled, changes to Users or Oracle Users in Salesforce will not trigger an update to Users in Oracle CPQ.

​​​​​​​​​​​​​​​​​​​Why it Helps: Administrators may find this feature helpful when performing a bulk update of User or Oracle CPQ User records in Salesforce.

Deal Management

Time Series Analytic

What it Does: This new Time Series Analytic will display Transaction and Line pricing trends to sales representatives during the quoting process.  This is a visualization that displays pricing data points as a comparison set in a chart.

​​​​​​​​​​​​​​​​​​​Why it Helps: For repeat customers, knowing the discounts and prices they paid in the past allows the negotiator to anticipate the customer’s expectations and better counter demand for additional discounts. This feature will also be useful for pricing managers and approvers in deciding to approve or reject special pricing requests.

Pricing

Pricing Engine Volume and Tier Pricing

What it Does: Pricing Profiles now include dynamic volume and tier pricing.

​​​​​​​​​​​​​​​​​​​Why it Helps: Customers can use this feature to provide differing discounts or prices based in the line quantity.

Commerce

Line-Item Details Page Navigation

What it Does: Customers can now navigate between different line items (next, previous, last, etc.) without navigating back to the Transaction UI.

​​​​​​​​​​​​​​​​​​​Why it Helps: This feature makes it easier for users to navigate with fewer clicks.

Bulk Upload and Download Services

Download Error Logs/Download User History

What it Does: Administrators can now download error logs to a text file. They can also generate and download the User Login History in .CSV format. The User Login History data can be filtered by User Login, Company Name, User Group, Login Date, and Logout Date.

​​​​​​​​​​​​​​​​​​​Why it Helps: Gives easier access to logs for reporting and troubleshooting. Prior to this feature availability, administrators logged a Service Request (SR) to get the User Login History data in .CSV format.

Grant Management​

Contract Version Description for Award Dates

What it Does: Users can specify a contract version description for an award when they update the award dates.​​​​​​​​​​​​​​​​​​

Why it Helps: Records the change reason with the amended version and helps auditing.​​​​​​​​​​​​​​​​​​​

Cost Management and Control​

Carry Forward Open Purchase Orders for Budgetary Controlled Sponsored Projects

What it Does: Allows users to use the Carry Forward Open Purchase Orders process to move purchase orders associated with budgetary controlled sponsored projects from one budget year to another. The process automatically updates the budget date to the corresponding budget year for these purchase orders.​​​​​​​​​​​​​​​​​​​

Why it Helps: Allows users to help carry forward open PO for sponsored projects without manual intervention.​​​​​​​​​​​​​​​​​​​

Billing and Revenue Management​

Easier Entry of Invoice Comments​​​​​

What it Does: Billing Specialists can enter invoice comments in a text area that makes it easier to see the entire text wrapped over multiple rows.​​​​​​​​​​​​​​​​​​​​

Why it Helps: Allows users to provide additional information when invoices are sent to the customer.​​​​​​​​​​​​​​​​​​​​

Use Deep Links to Access a Contract

What it Does: Allows users to navigate directly to a contract, for example, from an email notification, or a BI report.​​​​​​​​​​​​​​​​​​​​

Why it Helps: Helps navigate into contract modules from BI reports so that users do not have to search separately, saving time and extra steps.​​​​​​​​​​​​​

SCM Common Components​

Allow Changes to Locator Settings on Inventory Organizations That Have a No Locator Control Setting

What it Does: Enables changes to locator settings on inventory organizations that are set to have no locator controls. For existing inventory organizations that have no locator control settings, you can now update the settings to change the locator control at the sub inventory level.​​​​​​​​​​​​​​​

Why it Helps: Allows better control and flexibility for existing warehouses that need to enable locators after initial setup. Those warehouses may now define new sub inventories that support locators.​​​​​​​​​​​​​​​​​​​​

Service Logistics​

Capture Customer Purchase Order number When Ordering Parts and Debriefing​​​​

What it Does: Records the customer’s purchase order number when ordering parts and debriefing, so that the purchase order appears on the sales order during invoicing.​​​​​​​​​​​​​​​

Why it Helps: Enables customers to quickly match an invoice to their purchase order due to Purchase Order number traceability on Order & Debriefing pages.​​​​​​​​​​​​​​​​​​​​

Purchasing​

Create Work Confirmations for Purchase Orders with Progress Payment Schedules​​​​

What it Does: Allows users to create work confirmations for complex work purchase orders as a supplier and seek approval for the completed work against the progress payment schedule items.​​​​​​​​​​​​​​​​​​

Why it Helps: Enables easier tracking of work completion; Suppliers can self-report on work completion for complex work purchase orders; automatic receiving on approval.​​​​​​​​​​​​​​​​​​​​​

Create Item Replacements by Choosing an Alternate Item or Alternate Supplier

What it Does: Allows users to perform mass replacement on unfulfilled purchase orders using appropriate alternate items or supply sources.​​​​​​​​​​​​​​​​​

Why it Helps: Users can take remedial measures by replacing items and suppliers when there are supply disruptions from external supply sources.​​​​​​​​​​​​​

Supply Planning​

Create New Supplies Based on Earliest Date Constraints​​​

What it Does: Supply Planning can honor the business requirement of creating new supply order recommendation only after the date using the new ’Create Supply After’ attribute.​​​​​​​​​​​​​​​

Why it Helps: Allows users to drive the product’s earliest supply creation date in situations such as product recalls wherein no new orders can be placed on supply location until a specified date. This new feature is also extended for Unconstrained Plans.​​​​​​​​​​​​​​​​​​​​

Manufacturing

Enable Audit Trail for Manufacturing Work Definitions and Standard Operations​​​​

What it Does: Gives users the ability to capture an audit trail for manufacturing work definitions and standard operations created, updated, and deleted through the user interface, spreadsheet upload, import, or REST services.​​​​​​​​​​​​​​​​

Why it Helps: Allows for better visibility and traceability for Business-Critical data & change management; Adherence to ensure compliance with the US Code of Federal Regulations (21 CFR Part 11) for manufacturing master data audit requirements.

Performance​ Management

Manage Eligibility for Check-In Templates​​

What it Does: HR specialists can now view and manage employees’ eligibility for check-in templates using the same functionality already available for performance documents.​​​

Why it Helps: Speeds up how users manage an employee’s eligibility for check-in templates without running the eligibility batch process.​​​​​

   

Goal Management

Simulate Performance Goal Approval Rules​​​

What it Does: Users can now use approval rules simulation to test performance goal approval rules and its routing.​​​​

Why it Helps: Test approval rules and incrementally build the approval rule conditional logic. Assess the impact of the change without having to recreate and submit new transactions.​​​​​​

            

Learning

Configurable Default Cover Art​

What it Does: Users can now define the default cover art displayed for a specific type of learning item, such as a Course. The default cover art is displayed for all learning items of that type without their own cover art defined.​​​​​

Why it Helps: Users can now set cover art once for the learning item type rather than adding the same cover art every time a learning item is created, leading to improved productivity.​​​​​​

Recruitment

Candidate Time Zones in Interview Scheduling​

What it Does: Candidate notifications and interview scheduling user interfaces (UIs) now reflect the candidate’s time zone to ensure the candidate and interview coordinators are scheduling interviews at the appropriate times.​​​​​​

Why it Helps: Removes any confusion around time zones when scheduling and managing interviews with candidates.​​​​​​​​

Job Application Computed Fields​

What it Does: Users can use fast formulas to calculate computed fields based on the data collected on job applications and display the computed fields in job application grid views.​​​​​​

Why it Helps: Users can define their own fields (computed fields) using fast formulas and configure them in the grid view.​​​​​​​

Payroll

Update Employee’s Payroll During Change Assignment Transaction

What it Does: Users can now update an employee’s payroll while changing their assignment.​​​​​​

Why it Helps: Ease of use change for end users.  Helps when transferring an employee’s assignment.​​​​​​​​

View Employee Retroactive Pay (Retro Pay) Results​

What it Does: Users can now view the calculated results of a retro pay process and easily compare against the original payroll run results from the retro pay process results.​​​​​​​

Why it Helps: Users can now easily find differences between original calculations and retro-pay calculations with before/after data.​​​​​​​​

403(b) and 457(b) Deduction Enhancement for Multiple Assignments​​

What it Does: Improved the accuracy of the processing of 403 (b) and 457 (b) deductions​.​​​​​​

Why it Helps: Allows employees with multiple assignments in a payroll relationship, their flat amount and percentage deductions are now calculated proportionally for the applicable assignments.  Facilitates and streamlines the processing of 403 (b) and 457 (b) deductions.​​​​​​​​

Time & Labor​

Generate Timecards Enhancement​

What it Does: Allows users to schedule the generate Timecard process through an Oracle scheduled job​​.​​​​​​

Why it Helps: Previously users were limited to static lists of employees and capped at 500 at a time.  Now users have a dynamic list that is unlimited.​​​​​​​​​

Absence

Process Absences When Employee Data Changes​​

What it Does: Allows users to create “Events” that track HCM changes to reprocess calculations on absence plans.​​​​​​

Why it Helps: Users now have the ability to configure absence plans to re-process enrollments and recalculate accruals automatically when any employee data changes across HCM. Users can manage this in one process instead of managing multiple processes.​​​​​​​​​​

Compensation

Warn When Correcting Salary​

What it Does: Users will see a warning when they propose a salary change or employment change. The new warning makes you aware that the user is correcting an existing salary instead of adding a new salary.​​​​​​​​

Why it Helps: This feature helps prevent accidental salary changes/updates.​​​​​​​​​​​​

Allow Proposed Salary Less Than or Equal to Current Salary in Grade Step Progression Processes

What it Does: Reduces manual effort with the new configuration option for the grade step progression batch processes. Users can now configure the processes so that Run Grade Step Progression and Synchronize Grade Step Rates update the salary with a rate that is less than or equal to the current salary.​​​​​​​

Why it Helps: Removes the internal rule of not allowing salary which is lower than current salary.​​​​​​​​​​​

Global HR​

Payroll Section in Change Assignment Flow​​

What it Does: Enhances the ability of users to enter payroll information in the newly added Payroll section of the Change Assignment flow.​​​​​​​​​

Why it Helps: Users will no longer need to navigate to the Payroll Relationship screen after Change Assignment.​​​​​​​​​​​​

Guided Journeys to Assist Complex HCM Flows​

What it Does: You can now support users by providing guidance such as tutorials, company policies, and best practices, in the context of an HCM flow, using guided journey tasks. For example, tasks to help a line manager transfer an employee.​​​​​​​

Why it Helps: Usage of journeys for complex transactions. Act as a training guide.​​​​​​​​​​​​

Enter Document Records for Family and Emergency Contacts​

What it Does: Professional users can now add document records for workers’ contacts from the Family and Emergency Contacts page.​​​​​​​​

Why it Helps: Add documents for family.​​​​​​​​​​​

Accounts Receivable​

Management of Negative Invoice Line Amounts and Transaction Completion​​​

What it Does: Allows users to provide additional controls during invoice entry and completion. If the transaction type assigned to an invoice created using Auto Invoice or the Create Transaction page has a Creation Sign of Positive, then all invoice lines must have a positive sign. In addition, after the creation of an invoice or a credit memo, the transaction remains Incomplete and can be completed only after the designated approver reviews and confirms the accuracy of the transaction.​​​​​​​​​​

Why it Helps: Provides additional controls to Financial Managers during AR invoice entry and completion to maintain transaction integrity. If the data is correct, the reviewer can complete the invoice or credit memo. If the data is incorrect, and if the reviewer doesn’t want to allow transaction completion, the transaction can be left incomplete, or it can be deleted from the system.​​​​​​​​​​​​​

Assets

Asset Operations from ERP Integrations REST Service​​​​​

What it Does: Create fixed asset transactions such as additions, adjustments, retirements, or transfers, as asset REST operations.​​​​​​​​​​​​

Why it Helps: Provides a simple and scalable option to automate fixed assets operations handling high volume assets. Integrate asset operations into your own asset cycle management framework and enhance the existing asset life cycle framework to add additional business validations.​​​​​​​​​​​​​​​

Expenses

Manual Application of Cash Advances to Expenses​

What it Does: Allows users to manually apply cash advances to expenses during expense report submission.​​​​​​​​​​​​

Why it Helps: Helps employees choose not to apply a particular cash advance to an Expense Report and provide a justification for not applying the available cash advances. This provides greater visibility to approvers and auditors.​​​​​​​​​​​​​​​​

Budgetary Control​

Carry Forward Open Purchase Orders for Budgetary Controlled Sponsored Projects​

What it Does: Use the Carry Forward Open Purchase Orders process to move purchase orders associated with budgetary controlled sponsored projects from one budget year to another.​​​​​​​​​​​​

Why it Helps: The Carry Forward Open Purchase Orders process earlier did not include Project related data on the PO. Such POs had to be manually “Finally Closed” and re-opened by the users in the new budget year. Budget year-end processing now supports POs having Project related data by automatically updating the budget date to the new budget year.​​​​​​​​​​​​​​​​​

OTBI Drilldown to Review Budgetary Control Transactions​​​​

What it Does: Users can drill down from Oracle Transactional Business Intelligence (OTBI) to the Review Budgetary Control Transactions page using a Deep Link.​​​​​​​​​​​

Why it Helps: Provides budget managers with direct access to the details of the underlying transactions that make up the budgetary control balance and easily navigate back and forth from the analysis to the application to review details.​​​​​​​​​​​​​​

Subscription Management

Withhold Sending Billing Information to Oracle Receivables

What it Does: Withhold sending billing information to Oracle Receivables based on custom conditions.

Why it Helps: Users can set up these conditions in the Subscription Management and Oracle Receivables integration algorithm so that billing lines are not interfaced unless the custom conditions are met.​​

         

Use Daily Rates to Prorate Billing for Partial Periods

What it Does: Calculates billing amounts for partial periods by prorating by day. Users can use a daily rate to compute prorated billing amounts for partial periods greater than a month with the Prorate by day field.​

Why it Helps: Improves billing accuracy​.

                    

Application Composer

Enable Left Outer Join on Custom Subject Areas with Secured Related Objects

What it Does: Users can now create custom subject areas that yield to a left outer join for both secured and unsecured dynamic choice lists on the related objects.

Why it Helps: Allows users to easily report on scenarios where x does not contain b, as well as x contains b, in the same report.​​

Security

Configure Team-Based Custom Object Security Using Access Groups​

What it Does: Enables team-based access to custom objects using access groups. Once added, a team member, as well as his management hierarchy, can access custom object records.​

Why it Helps: With this feature, users no longer need to create custom data security predicates to secure custom objects based on teams.​​​

CRM Common Components

Add Current User as a Filter for Resource-Based Fields in Adaptive Search​

What it Does: Users can now use the ”Is Me” operator on resource-based fields in Workspace to add the current user as a filter when performing a search. This new operator lets you create saved searches with user-specific filters.​​

Why it Helps: Allows users to effectively filter for records owned by you or assigned to you or filter any other resource attribute by you.​​​​

Document Designer​

Support Document Designer Page Break Section-Level Loop Iteration​

What it Does: This new loop editor setting controls if looped section elements include page breaks between each loop iteration. The setting affects both simple and advanced loops. When this setting is enabled, page breaks will occur for each loop iteration.

Why it Helps: This new setting allows administrators more flexibility in the pagination of documents​.

         

Data Tables​

Export and Delete Options for Filtered Records​

What it Does: Users can now export or delete filtered data table records.

Why it Helps: This makes it easier for admins to export or delete specific sets of records from data tables that contain a large number of records​​.

         

Commerce

Support for New Shopping Cart​​

What it Does:

  • View the shopping cart to preview the number of items and the total amount added to the quote while staying in Configuration​
  • Checkout button adds the selected item from the shopping cart to a new quote and seamlessly transitions to the Commerce quote​
  • “Add to Quote” button adds the selected configuration from the shopping cart to an existing quote and transitions to the Commerce quote​.

Why it Helps: This is a new JET User Interface shopping cart that seamlessly transitions between JET Configuration and JET Transaction UI. The new shopping cart increases user productivity and faster quote generation​.

         

Administration

Favorites User Interface Enhancements​

What it Does: New user experience for viewing and managing favorites including: Add a description to any favorite, a new tab that toggles to quickly navigate to pre-defined views of each type of favorite, and favorites search.

Why it Helps: Favorites offer one of the fastest ways to add configurations to your quote. These enhancements make it even easier to add commonly used configs.​

Sales Users Can Share Their “Favorites” With Each Other​

What it Does: Sales users can share favorites with other sales users. Users can share a favorite with a single sales user or with a defined group of sales users.​

Why it Helps: Previously favorites could only be created by admins or users would need to create them themselves. Now sales users can share them with each other.

API and Schema​

Notice About Obsolete Tables in Oracle Fusion Applications​​​

What it Does: Oracle Fusion Applications tables that were obsoleted in the past releases will no longer be available starting the next quarterly release.​​​​​​​​​​​​​

Why it HelpsOracle Fusion Applications Obsolete Tables (Doc ID 2819840.1). Refer to the note and identify if any of the reports are using any of the tables then replace with a new table.​​​​​​​​​​​​​​​​​​​

HCM Common Architecture​

Enhancements to Approvals and Notifications​

What it Does: Users can send alerts on demand and configure alerts for different approval rules.

Why it Helps: Users can send alerts to other users apart from the initiator for failed transactions and can select a different alert template for each user.​​​​​​​​​​​​​​​​​​​

HCM Common​

Transaction Design Studio for HCM Experience Design Studio Enhancements & HCM Data Loader Must be Used for All Payroll Objects

What it Does: Users can personalize the Save and Save and Close Actions in the Toolbar. Enhance the user experience by allowing users to save their transactions at any point in time.​​​​​​​​​​​​​

Why it Helps: E.g. A user is adding a new contractor and has already provided half of the required info. If they need to switch to another task, they can save their work, resume later where they left off. Out-of-the-box, the two buttons are hidden.

Extensibility

Compare Application Composer Changes Between Environments​​​​

What it Does: Compare Application Composer configuration changes between two environments during the migration process. Users can check for configuration differences so that they can easily troubleshoot issues that are occurring in one environment, but not in another.​​​​​​​​​​​​​​

Why it Helps: Users can do a proactive audit before starting a CSM Migration Import process. Self-troubleshoot issues that occur in one environment but not in another environment.

Approvals and Notifications​

Employee Vacation and Delegation Rules Report​​​​​

What it Does: Uses the Employee Vacation and Delegation Rules Report to view the vacation and delegation rules set by your employees in the BPM Worklist.​​​​​​​​​​​​​​​

Why it Helps: Administrators can use this report to review details of the rules defined by employees to delegate or reassign their workflow tasks. To submit the report and see the output, administrators can use the Scheduled Processes work area.​​​​​​​​​​​​​​​​​​​



Parts

Increased Number of Part Custom Fields

What it Does: Increases the available count of Part Custom Fields from thirty to six hundred. The expanded field count includes: 350 text or menu fields, 200 numeric fields, and 50 fields for the new date/time data type.

Why it Helps: More of your company’s custom part attributes can be stored in CPQ.

New Standard Part Fields

What it Does: Adds more standard part fields that are compatible with Oracle CX Sales parts management.

Why it Helps: This improves part information integration.

Administration

Invoke Commerce Actions Directly from a Reconfigured Favorite

What it Does: The Commerce invocation action will now be visible on the Configuration page when a Favorite is reconfigured.

Why it Helps: Improved user experience. Previously, users would need to save the reconfigured Favorite, exit Configuration, and then go into Commerce to add the Favorite to a quote.

Integration

Import Revenue Lines from CX Sales

What it Does: The REST Import Commerce integration type can now import CX Sales Revenue Lines into a CPQ transaction. This feature completes the ’round trip’ integration of transaction and revenue lines for integrations with CX Sales.

Why it Helps: End users no longer need to re-enter CX Sales revenue lines into the CPQ transaction.

Leads And Opportunities

Add Revenue Lines in Adaptive Search

What it Does: Allows adding revenue lines when you configure Adaptive Search. This means that instead of having to navigate to each opportunity and find revenue lines within each one, salespeople can now view and search for revenue lines directly from the workspace.

Why it Helps: Enables users to perform a direct search on Opportunity Revenue Lines instead of searching for an opportunity and then accessing associated Opportunity Revenue Lines. This would also provide an ability to search by Product/Product Group etc.

Sales Catalog

Validate That Configurable Models Are Entered Correctly

What it Does: In the sales Products UI, you can validate that configurable model information is entered correctly. Model information in products and product groups includes the collection of model, model line, model family, and model attribute values.

Why it Helps: These values are required to identify Oracle Configure, Price, and Quote configuration models. This validation enforces consistent entry of model information when managing products and product groups.

CX Sales Mobile

Enable Sales Representatives to Stay Signed Into the Application For Longer

What it Does: Enables corporate Mobile Device Management software to preconfigure OAuth authentication tokens, making it easier for users to stay signed in to the mobile app securely, and for longer.

Why it Helps: This is a highly desirable feature for all sales reps, making the mobile app more standards-based and user friendly.

Use Price Books in Opportunities

What it Does: Enables organizations to add price books to opportunities and accounts for consistent and accurate deal pricing. You can tailor default price lists corporate-wide or for specific accounts, with opportunities inheriting price lists from parent records.

Why it Helps: Enables salespeople to immediately understand recommended prices when adding products to an opportunity, and removes the necessity of using a third party tool (e.g., Groovy Scripts) to accomplish this function.

CRM Common Components

Create Routines to Automate Repetitive Tasks

What it Does: Organizations can configure routines for business scenarios that help improve the performance of salespeople. For example, you might create a routine to alert users when opportunities are stuck and require attention to move them along the sales cycle.

Why it Helps: Routines can enforce data hygiene by discarding obsolete or outdated information, and they can reduce risk by providing timely and relevant reminders to focus on key customers.

Global Human Resources

V3 Termination and Resignation

What it Does: Enhances termination and resignation functions in Global Human Resources by using the new version 3 (V3) Terminate Employment and Resign from Employment pages.

Why it Helps: In the current V2 pages, you can only terminate or resign employees from the whole work relationship. However, the new V3 termination pages provide an option to terminate or resign an employee either from the whole work relationship or a specific assignment (if they have more than one assignment).

Inline Display of Questionnaire in Journey Task

What it Does: Enables users to view and answer questionnaires directly within the journey task instead of navigating to the responsive page.

Why it Helps: This feature reduces navigation during Onboarding/Offboarding tasks.

Simulate Workforce Structures and Employment Approval Rules

What it Does: Simulate and test workforce structure approval rules on the Approval Rules page in the Transaction Console.

Why it Helps: You can now test rules without having to recreate and submit any new transactions. This enhances the approval rules creation and testing process.

Prefill Document Record Attributes by Scanning an Attachment

What it Does: Simplify document record creation by allowing users to prefill document record attributes by scanning them from an attachment.

Why it Helps: I streamlines the data entry process by scanning  an attachment and prefilling the data attributes in the Document Details page without having to manually enter the values.

Position, Job and Location Available Only in Responsive Pages in the Work Area

What it Does: Migrate to responsive Position, Job and Location flows as the responsive pages have replaced the classic pages for these flows in the Workforce Structures work area.

Why it Helps: Improves viewing and configurability.

Compensation

Update of Worksheet Approvals Task

What it Does: Updates the Approvals task type so you can now configure task actions such as Request for Information, Change Access for Managers, and Export to Workbook. You can also have the Approval chain appear at the top of the page to let managers see where their plan changes are in the cycle.

Why it Helps: This feature adds flexibility and ease-of-use to the worksheet approvals process.

Absence Management

Plan Balances on Approval Notifications

What it Does: Absence Types now come with the option to display the current balance on the approval notification.

Why it Helps: Customers previously complained that line managers would have to manually check if the employee had the appropriate balance. This feature reduces the time needed for Absence Approval.

Time and Labor

HCM Group Enhancements

What it Does: Enables HCM groups to look at only Active HR statuses, or Active or Suspended HR statuses. The initial assignment evaluation handles this consideration. You don’t need to define it in the group evaluation criteria.

Why it Helps: This provides more flexibility when creating HCM groups.  If organizations use the Suspended HR status it will no longer trigger removal from HCM groups which could have impacted reports, formulas, and other HCM entities.

 

Payroll

Expand Payslip Name to Include Date and Amount Details

What it Does: You can now easily identify payslips by their unique document name. By adding information into the document title, each payslip can be uniquely identified making them more accurately accessible to users.

Why it Helps: Each payslip link is now uniquely named making it easier to identify and choose the correct payslip to view, print or download.

Process Filters on the Person Process Results Page

What it Does: Use the filter option on the Person Process Results page to filter and view the process result details by payroll action types.

Why it Helps: This allows users to filter by three payroll action types: 1. Calculation – All payroll run results 2. Accounting – Costing Results 3. Payments – All payment results

Override the Employee Retroactive Period Start Date on the Retroactive Event Notification Page

What it Does: Enables users to enter an override date on the Retro Events Page.  When the event notification is processed, the override date is used to determine the start date of the retroactive period for the employee.

Why it Helps: By overriding, you can now control the number of payroll periods included in the retro pay process.  You can also search for retro notifications with an existing override from the event notification page. This gives employers more control over how far back a retro event can go.

Recruitment

Batch Collect Feedback Action

What it Does: This allows to request feedback using the new batch Collect Feedback action on the job application list.

Why it Helps: The existing single candidate Collect Feedback action was enhanced to support the batch Collect Feedback action. With this feature, you save time when requesting interview feedback using the new batch action, instead of having to request feedback one candidate at a time.

Job Application Grid View

What it Does: When the Job Application Grid View feature is enabled, data in the job applications list is displayed in a columnar layout.

Why it Helps: The views display the most important information in the job applications list and help you review and compare job applications.

Streamline Internal Candidate Processing

What it Does: With this new capability, internal mobility candidates who accepted their job offer and were moved to the HR phase are automatically processed into their new roles in the HR system as their proposed start date approaches. With this method, no manual processing is required by the Human Resource specialists.

Why it Helps: It greatly reduces time spent by HR specialists for internal mobility.

Profile Management

Add Attachments for Talent Profile Items

What it Does: You can now add attachments to individual items in the Honors, Degrees, and Licenses and Certifications content sections of the Talent Profile. You can also remove any of these attachments at any point in time.

Why it Helps: Users can maintain attachments at the profile item level to effortlessly provide and reference supporting documentation for honors, degrees, and licenses, and certifications they have acquired.

Goals

Restricting Performance Goal Library Goals Based on Workforce Structure Definition

What it Does: As administrators, you can restrict the library goals that workers and their managers can see when they try to add a library goal to a goal plan.

Why it Helps: It shows only relevant library goals to users and enhances the performance goal management of the organization.

Performance

Transfer Multiple Performance Documents By Managers

What it Does: The performance document managers can now easily select multiple performance documents and transfer them all to a new manager at the same time.

Why it Helps: It saves time by transferring more than one performance document at a time to a new manager.

Talent Review

Talent Review Template Redesign

What it Does: While creating the Talent Review meeting template, there is no need to configure all the ratings that are delivered. Instead, configure only the ratings you plan to use or show as a display option.

Why it Helps: This simplifies the Talent Review template creation process by configuring only the ratings you plan to use to rate employees in your organization.

Supplier Model

Automatically Inactivate Suppliers Based on Activity

What it Does: Keeps the supply base current and well-maintained by inactivating suppliers automatically when they are no longer doing business with the organization.

Why it Helps: This feature helps eliminate the manual process of managing supplier de-activation, which is cumbersome, slow and error-prone. Users now have an option to automatically inactivate one-time suppliers after payment, as well as suppliers with no procure-to-pay activity for a specified time period.

Sourcing

Identify if a Supplier Contact has an Active User Account

What it Does: Buyers can now identify if the supplier contact is active or not while adding them to negotiations.

Why it Helps: This helps buyers ensure that the invitation is sent to contacts who have access to the supplier portal to create and submit responses.

Inventory Management

Raise a Business Event When Transfer Orders Are Updated or Canceled

What it Does: Enables subscription to new public events when transfer orders are updated or canceled and trigger additional business processes or integrate with third party apps. E.g. Transportation Management.

Why it Helps: This feature is particularly beneficial for customers who want to trigger additional actions immediately after a transfer order is updated or canceled.

Order Management

Create Transit Times for Customer Ship-to Addresses

What it Does: Creates transit times with an origin or destination based on a customer ship-to address in Oracle Cloud Order Management.

Why it Helps: This feature will help users estimate transit times with a greater degree of accuracy and effectively commit scheduled arrival dates to customers.

Manufacturing

Re-sequence Work Order Operations During Execution

What it Does: Enables work order operations to be re-sequenced during work execution. You can complete the operations for a work order in any sequence instead of as-specified in the work order, based on an operation-level setting.

Why it Helps: This useful feature helps to continue production when there are contingent situations such as part shortages.

Billing and Revenue Management

Invoice Attachments Included in Invoice Approval Notification

What it Does: Enables project contract invoice approvers to view invoice attachments from the invoice approval email notification.

Why it Helps: Increases the flexibility of invoice approvals and compliance to terms and conditions.

Ship-to Account and Site Editable on Invoice Line

What it Does: Enables Billing Specialists to view and override ship-to information on a project contract invoice line.

Why it Helps: It streamlines the invoice generation process, reducing the need to ask other users (e.g., the AR Team) to update Ship-to information.

Cost Management and Control

Parallel Participant Support for Project Cost Adjustment Approval Workflow

What it Does: Enables configuration of approval rules for the project cost adjustment approval workflow to route the workflow to multiple approvers in parallel.

Why it Helps: This feature helps create parallel participants for the Project Cost Adjustment Approval workflow to meet business requirements.

Upfront Validation of Project Cost Adjustments Before Initiating Approval Workflow

What it Does: Allows users to view validation messages in real time when performing an adjustment on a single project cost instead of navigating to the Adjustment History tab.

Why it Helps: Project accountants, grants accountants, and project billing specialists can take immediate corrective actions and perform the adjustment again to successfully initiate the workflow for approval.

Workflow Transaction Console for Project Cost Adjustment and Project Expenditure Batch Approval

What it Does: Project application administrators can review workflow exceptions and either resubmit the task after making a correction to the underlying rules or withdraw the task in progress. The Transaction Access Console also provides details for the project cost adjustment and project expenditure batch approval workflows such as approval history and comments.

Why it Helps: Using a single console, administrators can proactively monitor workflow tasks and resolve any exceptions for the Project Cost Adjustment and Project Expenditure Batch Approval workflows.

Separate Line Burden Transaction Reconciliation When Grouping by Transaction Number

What it Does: Enhances the capabilities of the Burden Grouping Process Configurator to perform additional grouping by transaction number.

Why it Helps: Reconcile burden transactions to source transactions when creating burden transactions as a separate transaction and grouping by transaction number.

Planning, Scheduling and Forecasting

Attributes for Identifying Projects Imported from Enterprise Performance Management

What it Does: Identifies projects that are imported from Oracle Fusion Cloud Enterprise Performance Management (EPM Planning) using the Integration Application Code and Integration Project Reference attributes on the Manage Financial Project Settings page.

Why it Helps: This allows for tighter integration between EPM planning and PPM.

General Ledger

Cross-Validation Rules Creation and Maintenance Using File-Based Data Import

What it Does: Manages cross-validation rules for your chart of accounts using file-based data import (FBDI) that provides efficient tools for creating and editing large volumes of cross-validation rules.

Why it Helps: Helps when uploading records in bulk to create, update, and delete cross-validation rules. Supports external integration using REST services to bring cross-validation rules into General Ledger. Streamlines the user experience with an integrated Actions menu in the UI for on-demand file upload, file download, and process submission.

Budgetary Control

Budget Balances Synchronization from Budget Transfers in Both Budgetary Control and General Ledger

What it Does: Enables entry of budget transfers in the Review Budgetary Control Balances page and synchronizes budget balances for both Budgetary Control validation and General Ledger query and reporting.

Why it Helps: This new budget entry method helps to synchronize budget balances to General Ledger without being dependent on a spreadsheet or FBDI budget upload methods.

Payables

Automatic Notifications to Suppliers for Rejected Electronic Invoices in Industry Standard XML

What it Does: Informs suppliers about rejected electronic invoices by returning electronic responses using industry-standard XML.

Why it Helps: Until now, suppliers were notified about rejected electronic invoices only by email. You can now inform the supplier about rejected invoices electronically using industry-standard XML that can be processed automatically in supplier systems. This lets suppliers correct rejected invoices and send them back without the need for manual status queries and actions.

Configurable Payables Workflow Notifications

What it Does: Allows users to drill down to the invoice from an email or in-app notification on certain Payables workflows.

Why it Helps: Users with the View Payables Invoices privilege can drill down to the invoice and view the details during approval. Users who don’t have this privilege can’t see the Transaction Details link (email notifications) and View Invoice button (in-app notifications). This helps avoid situations where users try to drill down to the invoices unsuccessfully since they don’t have the required privilege.

Invoice Requester Recognized from Invoice Document

What it Does: Recognizes and extracts the invoice requester from the invoice document.

Why it Helps: This eliminates the need to manually enter the requester details on the AP Invoice. The invoice requester is automatically recognized from the invoice document via the requester email address.

Receivables

Application of Unidentified Receipts on Review Receipt Page

What it Does: Improves the application of unidentified receipts to transactions on the Edit Receipt page by enabling the Open Receivables button.

Why it Helps: When a receipt does not contain customer information, the Add Open Receivables button is enabled and the Add Application button is not enabled. Use the Add Open Receivables button to derive customer information for an unidentified receipt by entering a specific transaction number in the Add Open Receivables window. This reduces the number of steps required for a user to apply an unidentified receipt.

Expenses

Receipt Attachment After Expense Report Approval

What it Does: Allows attachment of receipts and supporting documents to an approved expense report, even after expenses are paid.

Why it Helps: This helps organizations comply with government regulations about providing adequate proof of employee expenses and with post-accounting audit compliance.

Applications Security

Custom Password Complexity for Non-federated Users

What it Does: Organizations can create password policies with custom password complexity in addition to the existing password complexity types. In a custom password policy, customers can set a minimum count for each of the following password elements:

    • Minimum Characters
    • Minimum Letters in Uppercase
    • Minimum Letters in Lowercase
    • Minimum Digits
    • Minimum Special Characters

Why it Helps: With stringent organizational security compliance requirements, organizations can take advantage of this feature to designate custom password requirements to meet organizational requirements. There will be a seamless transition for existing users because changes take effect only after users reset their passwords. Custom password complexity can also be applied to external users (e.g., Supplier Portal).

Support Descriptive Flex Fields for Roles Auto Provisioning

What it Does: Organizations can model the role mapping based on a non-typical criteria using the assignment descriptive flex fields.

Why it Helps: Leverage this functionality by mapping non-typical criteria for roles when auto- provisioning and deprovisioning.

Approvals and Notifications

Audit Changes Made to Workflow Task Configurations

What it Does: Changes made to workflow task configurations can be audited to see which tasks were updated and who made the changes.

Why it Helps: Changes to workflow configurations sometimes result in undesirable results due to lack of testing. This feature helps to troubleshoot and better manage workflow setup and configuration changes.

HCM Common Architecture

Enhancements to Approvals and Notifications

What it Does: Users can immediately refresh the status of approval transactions in the  Transaction Console.

Why it Helps: Users no longer need to wait for the Refresh Transaction Administrator Console Transaction Status batch process to complete in order to view the updated status.

Workflow

Simplified Workflow Rules Configuration

What it Does: Enables users to leverage spreadsheets for Payables Invoice Approval and General Ledger Journal Approval workflows and send FYI notifications to members of a Supervisory or Job Level hierarchy.

Why it Helps: It enhances the creation of Journals and Payables Invoice approval workflows with providing the ability to send FYI notifications.

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.

Costing

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.

Grant Management

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.

Sourcing

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.

Order Management

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.

Maintenance

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.

Inventory Management

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.

Cross-Module

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.

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.

Absence Management

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.

Talent

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.

Performance

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.

Recruiting

Best Candidates

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.

Compensation

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.

Receivables

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.

Cash Management

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.

Assets

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.

Expenses

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.

Budgetary Control

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.

Accounts Payable

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.

Subscription Management

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.

Service Analytics

Service Analytics

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.

Deal Management

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.

Pricing

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.

Commerce

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.

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.

Extensibility

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.

User Experience

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.

FCCS – July 2021

Introduction of Enterprise Journals

What it Does: Gives EPM users the ability to prepare, approve, and manage journals for any ERP (Cloud or On-Premises). Key features include Journal Dashboards (overview and compliance), Journal Templates for assigning roles, workflows, and due dates, Journal Lists and Line-Item data analysis, reports, and an audit trail.

Why it Helps: This powerful feature will help many business users in their financial close and consolidation process.

See more details about Enterprise Journals here.

Journeys

Learn more about the Journeys feature in this video:

User Experience

Quick Actions Available on Home Page

What it Does: You can now use quick actions, which are links on the home page, to go straight to some key tasks. Quick actions are now available for most product families.

How it Helps: Improves efficiencies for users to reduce time when navigating to new screens.

Oracle Order Management Cloud Integration

REST API Order Management Integrations

What it Does: Leverages Order Management Cloud REST APIs with orchestration and error handling capabilities using an integration platform such as Oracle Integration Cloud (OCI).

Why it Helps:  Enables sales users to:

    • Create a quote in Oracle CPQ and invoke OIC to create an order in Oracle Order Management Cloud.
    • Create orders for physical goods and related services (e.g. warranties)
    • Sales users can cancel or terminate orders for single or multiple products within the same order or an entire order

Data Cube Exports

Expanded Filter Operations for Data Cube Exports

What it Does: Expands filter operations for Data Cube Export customers to provide more robust filtering capabilities.

Why it Helps: Data exports can be filtered to pull only what you need, or to stagger exports and imports to your data warehouse.

JET User Interface

JET UI Enhancements for Configuration Arrays

What it Does: Introduces new functionality and dynamic updates for a more responsive user experience while viewing and editing content.

Why it Helps: Enables user to resize columns, freeze the header, wrap cell contents, show/hide rows, and use scroll bars.

Filter Lines When Exporting to .XLSX File Format

What it Does: Creates a new option to allow the export of only the Line Item Grid data that is visible to the end, taking into account Commerce hiding rules and Line Item filter rules.

Why it Helps: Streamlines export and manipulation of data in Excel.

Support Auto Update of Attributes

What it Does: In the past when you made any attribute changes you had to click the update button to trigger a save. Now the system automatically updates.

Why it Helps: Saves time and prevents data loss from forgetting to trigger updates.

Recruitment Cloud

Enhanced Job Application Progress Bar

What it Does: When an external job applicant applies for a job posting then there’s an application progress bar and this bar denotes the stage in the application process.

Why it Helps: Applicants get a clear view of where they stand in the  application process.

Candidate Duplicate Check in Move to HR

What it Does: When a candidate applies to multiple jobs get shortlisted for them, it ensures that when the profile is moved to HR, only a single offer is processed.

Why it Helps: Saves significant time in recruitment efforts. Also, prevents scheduling interviews for multiple positions.

Automatically Extend Job Offers

What it Does: Job offers can be extended automatically to candidates once the offers have been approved.

Why it Helps: The process is faster as recruiters no longer have to extend offers manually.

Sourcing

Share Negotiation Attachments on External Website with the Abstract

What it Does: Include supplier attachments when posting an abstract on a public website.

Why it Helps: Attachments categorized as ‘To Supplier’ can be displayed in the abstract listing. All attachment types are supported including file, text, or URL link. This control is also available when creating an amendment, or a new round.

Configure Approval Rules Using Negotiation Style, Display Name and Response Visibility

What it Does: Leverage new attributes to configure negotiation and award approvals and send to the right approver based on:

    • Negotiation Style
    • Negotiation Display Name
    • Response Visibility

Why it Helps: Attributes can be combined to give more control over approvals.

Project-Driven Supply Chain

Various Enhancements

What it Does: Supports various business processes of manufacturing and asset-intensive companies.

Why it Helps: Use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project, and capture supply chain costs as project expenditures.

KPIs Usage Across Project Units

What it Does: Create KPIs that project administrators can attach to their projects irrespective of which project unit they belong to.

Why it Helps: Project application administrators can define a KPI that can be used across project units rather than duplicating the KPI in each project unit. This helps to achieve a uniform and consistent model to track project health across project units.

CX Sales Mobile

Configure the Global Search Results Display

What it Does: Add or remove standard or custom fields to configure the global search results display.

Why it Helps: Users see the most important information in search results, helping them find information more easily and quickly.

Support Partner Relationship Management

What it DoesAdds PRM accessibility to the CX Sales Mobile app.

Why it Helps: Channel managers and other Partner Management users can now leverage the CX Sales Mobile app to manage and grow channel sales efficiently

Product Lifecycle Management

Execute Global Functions using Rules

What it Does: Define global functions using Application Composer that can return a value to be used for assignment or validation.

Why it Helps: Gives flexibility for additional accuracy across your enterprise by allowing invocation of validations and data retrieval across base and custom objects.

View Context-Specific Attributes in Affected Objects Tables

What it Does: Provide the ability to view line-level descriptive flexfields on a change order.

Why it Helps: Easily configure and display relevant process attributes for affected objects of each change type to facilitate informed decision-making.

 

Oracle Lease Accounting

Lease Contract Import and Conversion

What it Does: Use the Lease Import utility to simplify both lease conversions and new lease creation.

Why it Helps: The Lease Import utility removes or reduces the need for manual intervention during the lease creation process. Import a batch of leases directly into the desired status: Draft, Validated, Complete, or Booked.  of the budget entry for reporting and inquiry on budget balances.

Sales Analytics

View Team and Individual User Adoption Metrics in Application Usage Insights

What it Does: You can now view details of team and individual usage in Application Usage Insights.

Why it Helps: Sales Managers and others can view usage to shed light on patterns that are key to improving user adoption. Managers can view how much time is spent in the application, how many records were created or updated and what channels were used (e.g.,. Mobile or website).

CX Foundation

See Immediately Whether Email and Phone Numbers are Valid for Accounts and Contacts

What it Does: Indicates whether an email or phone number has been verified and the date it was last verified directly on the account and contact pages.

Why it Helps: Salespeople know immediately if the email and phone number are valid, and when they were last verified.

Oracle Expense Cloud

Cancel Payment Requests for Expense Reports

What it Does: The ability to cancel payment requests for expense reports allows companies to prevent incorrect reports from reimbursement processing and communicate real time status to employees.

Why it Helps: There are lots of scenarios where employees need to change something on an expense report.  This feature cab=b prevent the deduction of erroneously-paid expenses from employee paychecks.

Detect Duplicate Expenses

What it Does: Identify duplicate expenses using a scoring model and alert employees when duplicates are found.

Why it Helps: Employees can review the duplicate expenses in the Expenses work area and take actions, such as deleting the duplicate or merging the duplicate expense with the original expense.

Encumbrance Accounting

View Funds Reservation Errors when Final Close or Reopen Fails for a Purchase Order

What it Does: Drill down to the funds reservation results from error messages.

Why it Helps: error messages are displayed when final close or reopen fails for a purchase order because of issues in releasing or reserving funds. You can contact the budget manager listed on the results for assistance in resolving the issues.

Oracle Budgetary Control

Budget Entry Classification for Initial or Adjustment Budget Balance Using Spreadsheet

What it Does: Enables users to select the budget entry type to impact either initial or adjustment budget balances.

Why it Helps: Control the classification of your budget entries as initial budget or budget revision to reflect the intention of the budget entry for reporting and inquiry on budget balances.

Oracle Accounts Receivable

Enhanced Message Content in Transactions Delivered Using Email

What it Does: Send transactions using email with enhanced rich text content in the body of the message. Users can choose different fonts, modify font size and style, and insert logos and hyperlinks.

Why it Helps: The enhanced content improves the user experience for customers who receive transactions as an email attachment.

Oracle Accounts Payable Cloud

Display Cumulative Total for Selected Lines in the Match Invoice Lines Page

What it Does: Enables AP to view the cumulative total amount of selected purchase order schedules.

Why it Helps: Users are spared external calculations when matching only certain rows of an invoice.

Oracle Subledger Accounting

Subledger Journal Entry Analysis

What it Does: Analyze accounting rules and source values used to create a subledger journal entry, determine whether appropriate rules were used, and make changes where required.

Why it Helps: Facilitate rule configuration during implementation, provide better visibility into rule exceptions, and create a full audit trail of accounted transactions.

Oracle General Ledger Cloud

Journal Categories Excluded During Manual Journal Entry

What it Does: Optionally restrict the list of journal categories available for manual journal entry.

Why it Helps: Users don’t need to wade through a bunch of irrelevant journal categories when creating a manual journal entry.

21B Release Note Links

Leave Management

Automatic Copy of Work Schedule Assignments During Local and Global Transfer

What it Does: When you transfer someone, all active and future work schedules and work schedule exceptions are automatically end dated in the old organization. The transfer process automatically links them with the same work schedule and work schedule exceptions in the new entity, if the schedule and exceptions are available.

Why it Helps: Improves productivity and satisfaction with enhanced automation that includes enrollment and copying of work schedule assignments and their exceptions during local and global transfers.

Payroll

Changes to Payment Statuses

What it Does: You can now use new payment statuses Paid and not Reconciled and Reconciled that reflect stages of the payroll process where payments are transferred to cash management and are reconciled.

Why it Helps: Can be used to determine the corrective actions you can or cannot take on the payment on the Payment Results Page in Payroll.

Balance Adjustments Costing for a Distributed Element

What it Does: Uses Payroll Process Configuration to control the costing of distributed elements with the Use costed option for distributed balance adjustments parameter.

Why it helps: Prevent payroll costs being posted to the suspense account.

Costing When the Sum of the Retroactive Distribution Group Entries Is Zero

What it Does: uses payroll process configuration parameter Distributed costing for a retro element uses normal elements to distribute the costs of a retroactive element based on regular entries and retro entries. Regular entries are only included in the distribution calculation when the sum of the retroactive entries in the distribution group is 0.

Why it helps: Prevents the costs for retro deduction elements being posted to the suspense account when the sum of retro distribution entries is zero.

Talent Management

Improvements to LinkedIn Profile Import

What it Does: Now when users want to import profile data, they can choose the specific LinkedIn content and they can only see and import the content that maps to content sections they have access to. Also,  users can see clearly what content they are importing for each of the content templates, and they can correct errors on the go.

Why it Helps: LinkedIn’s profile import improvements that are intuitive and less error-prone to bring in LinkedIn’s profile items.

Performance Management

View All Employee Performance Documents in a Review Period

What it Does: View all the employee’s performance documents for a review period instead of just the current ones in the employee’s Performance page. You can filter the list to view the current, completed, or canceled performance documents depending on your role.

Why it Helps: Find performance documents more easily with the new default set to All.

Workforce Management Cloud

Automatic Addition of Public Holidays on Time Cards

What it Does: Whenever a person or a process creates a time card for a period that contains a public holiday, an entry for that holiday is automatically added to the time card. The holiday entry uses the hours from the person’s schedule. Because public holidays are unique, the holiday entry is excluded when someone copies a time card with a holiday entry.

Why it Helps: Responsive time cards save the effort of creating time cards from scratch on a periodic basis.

Localization Optimizations

Attribute Visibility Changes

What it Does: Simplify performing legal employer transfers with easier access to the Copy balances to the new employment record checkbox.

Why it Helps: This checkbox is now displayed automatically in the Payroll Details section of the Local and Global Transfer and Mass Legal Employer Change pages.  Prior to this release, this box was hidden and accessible only through changing the rule in Transaction Design Studio (TDS).

Health & Safety

Health Survey

What it Does: Enables the employee self-service incident report flow to include a health survey.

Why it Helps: Organizations can gather more information as needed from employees during the incident reporting process.

HR Optimizations

Improvements to Workforce Modelling

What it Does: We can change the hierarchy, hire new people, transfer people seamlessly. The system now automatically refreshes the supervisor hierarchy once done.

Why it Helps: When you promote somebody at a higher level or if you transfer somebody out of the org hierarchy,  the direct reports are no longer left orphaned in the system.

Global HR

Display Approval Details After Approval Completion

What it Does: Allows employees and contingent workers to access to the details of the Change Personal Information and Person External Identifiers approvals after the transaction has been approved.

Why it Helps: More visibility and transparency from an employee’s perspective.

Control Defaulting of Business Title Based on Position or Job

What it Does: Control whether an employee’s business title is defaulted from position or job.

Why it Helps: Some organizations use their own internal nomenclature business titles, especially for public-facing individuals.  This feature enables more control of publicly-facing job titles.

Position Management: Ability to Save for Later

What it Does: You can now enable the Save and Close buttons on these pages:

    • Request a New Position
    • Request a Position Change
    • Duplicate Position
    • Update Position
    • Correct Position

Why it Helps: Improved user experience since users can now keep saving as they complete each process.

Inventory Management

Default Lot and Serial Numbers from ASN or ASBN During Put Away

What it Does: Leverages received ASN or ASBN from a supplier that contains lot and serial information to simplify the receiving process.

Why it Helps: The warehouse operator can view and select the lot and serial numbers assigned when the ASN or ASBN is created, eliminating the need to manually re-enter the numbers.

Manufacturing

Pre-assign Product Lots to Work Orders

What it Does: Preassign one or more lot numbers for a product from a manufacturing work order.

Why it Helps: Preassigning of the product lots to a work order can help accurately track product lots, their transaction history, and their genealogy relationships throughout the production process.

Project-Driven Supply Chain

Create Supply in Back-to-Back Flows for Sales Orders that Include Project Details

What it Does: Ensures that the project expenditures that you see in inventory are accurate.

Why it Helps: If you create a sales order that includes project details in Order Management, then Supply Chain Orchestration will include our project details on the purchase order, transfer order, or work order. You can then receive or finish the item in project-specific inventory in your back-to-back flows.

Purchasing

Configure the Sender Email Address for Purchasing Document Communication

What it Does: You can now configure any email address for the sender.

Why it Helps: Makes it easy for suppliers to white-list the address and ensures that emails from suppliers are received in a centrally-monitored inbox.

Communicate Purchase Orders to Secondary Recipients Using Cc and Bcc

What it Does: Notify additional supplier contacts or internal stakeholders when a new purchase order or change order is communicated by email.

Why it Helps: Increases communication capabilities from forms:

    • Edit Order and Edit Change Order
    • Communicate action from Manage Orders
    • Communicate action from View Revision History
    • Communicate action from View Order
    • Cancel Order

Project Costing

Editable Capitalization Options for Project Types

What it Does: Makes capitalization options for project types editable after initial creation.

Why it Helps: Project administrators can update the asset line grouping method for a project type at any point in time. This helps to retroactively change the grouping of asset lines based on specific and immediate business needs.

Project Billing

Item Billing for Item Contract Lines

What it Does: Enables billing for items and captures item, quantity, unit price, and amount information on the invoice.

Why it Helps: Billing specialists can capture item and quantity on billing events and generate invoices for the events with the item and quantity reflected on the invoice lines. The item and item unit price come from the contract line associated with the billing event. Prior to this release, billing specialists could only bill for the amount as item and quantity details were not captured on the billing event.

Grouping of Invoices by Bill-To Site and Bill-To Contact

What it Does: Generates separate invoices for each different bill-to site and bill-to contact specified on the bill plans for a contract.

Why it Helps: Receivables clerks can automatically distribute invoices via email to the email addresses of each customer’s bill-to contacts without further intervention.

Grant Management

Award Template Descriptive Flexfields

What it Does: Specifies descriptive flexfield values on award templates and uses them while creating an award from a template. Additionally, enables review and override of copied descriptive flexfields directly on the award.

Why it Helps: Users no longer need to manually create additional flexfields after creating the Award, and have more control overall.

Workflow for Project Management

Project Cost Adjustment Approval Workflow

What it Does: Enables users to manage project cost adjustment approvals. Configure approval rules for adjustments such as split or transfer of project costs and route notifications to the relevant approvers for approval. The feature supports both single and multi-record cost adjustments.

Why it Helps: Creates a direct process for a task that was previously handled with work-around solutions.

Grants Management

Additional Billing Attributes While Updating Contract for Award

What it Does: Grants Administrators can provide the contract and billing attributes such as Transaction Type, Generated Invoice Status, and Bill Set Number when defining the award, saving them the need to amend the contract. 

Why it Helps: Saves time on downstream contract amendments.  

Award Budget Period Date Updates

What it Does: Enables one to advance or postpone the start date or the end date of an award to update the control budget and contract and ensure cost control.  

Why it Helps: Automates steps in the process that were previously performed manually and ensures compliance with federal regulations when one receives modifications from sponsors. 

Award Close Date for Transaction Processing

What it Does:  Enables one to specify an award close date to allow costs with a transaction date after the award end date.  

Why it Helps: Allows the team to capture late costs or make adjustments as work wraps up on the award. 

21C Release Note Links

Oracle CPQ Cloud

Oracle CPQ Cloud

Oracle CX Cloud

Oracle Sales and B2B Service Cloud

Oracle Financials Cloud

Oracle Financials Cloud

Oracle HCM Cloud

Oracle HCM Cloud

Oracle Manufacturing & Supply Chain Cloud

Inventory Management Cloud

Maintenance Cloud

Manufacturing Cloud

Order Management Cloud

Procurement Cloud

Oracle Project Management Cloud

Oracle Project Management Cloud

Accounts Payable

Recognition Rate Report for Image Invoices

What it Does: Generate and review a report that indicates the recognition rate of invoice attributes created from imaging.

Why it Helps: The report is available in two formats, Supplier Summary and Invoice Details, which can be used to update setup data, such as supplier information, and to determine whether to implement adaptive learning on the invoices.

 

Prevention of Split in Invoice Accounting when Funds are not Reserved

What it Does: Prevent invoice accounting splits when the invoice contains both expense and non-expense distributions, and the non-expense distributions should not be reserved in Payables and General Ledger.

Why it Helps:  This removes the need to configure subledger accounting rules to block the split of accounting journals during import into General Ledger.

Expenses

Dual Currency Corporate Card Support

What it Does: Upload corporate card transactions for dual currency corporate cards. Enable employees to submit them in expense reports and create payment requests for these transactions in the payment currency accepted by the card issuer.

Why it Helps: Enables users to submit expense reports and be paid in their local currency, whether the transactions were in local or foreign currencies.

Single-click Audit Activation with Preconfigured Rules

What it Does: Allow companies to audit anomalous expenses, such as duplicate expenses, expenses with public sector attendees, and expenses with violations, using preconfigured models and rules. Enable this intelligent audit for the company by the click of a button.

Why it Helps: Exception-based audit rules can be enabled for all business units or specific business units, ensuring compliance with expense regulations.

Budgetary Control

Budget Entry Classification for Initial or Adjustment Budget Balance Using Spreadsheet and Budget Transfer

What it Does: In 21B users specify the budget entry classification as initial budget or budget revisions for file-based budget data import and budget spreadsheets to impact either initial or adjustment budget balances. In this release, budget transfers from Review Budgetary Control Balances are classified as budget revisions and update budget adjustments balance regardless of the budget period status.

Why it Helps: Augments 21B to improve functionality, this is particularly useful for government customers.

Budgetary Control Budget Balance Synchronization to Different Period Names and Non-Budgeted Segments.

What it Does: Map the Budgetary Control budget segments and calendar to the General Ledger calendar and chart of accounts to enable automatic synchronization of the Budgetary Control and General Ledger budget balances.

Why it Helps: Your budget calendar does not have to be the same as your accounting calendar, and budget segments can be a subset of the Chart of Accounts.

Assets

Asset Inquiry Page Enhancement – Supports high volume of data

What it Does: The Export to Excel icon in the Asset Inquiry page Immediately downloads the spreadsheet file when the asset volume is less than 201.Delivers the spreadsheet file through a notification when the asset volume is more than 200.

Why it Helps: Export a high volume of asset data more efficiently for data analysis.

Common Features

Employee Vacation and Delegation Rules Report

What it Does: Use the Employee Vacation and Delegation Rules report to view the vacation and delegation rules set by your employees in Oracle Business Process Management (BPM). Workflow administrators can use this report to review details of the rules defined by employees to delegate or reassign their workflow tasks.

Why it Helps: This feature is helpful for auditors to validate vacation rule handling, or for administrators to ensure that the features are working properly.

Oracle CPQ Administration

Support for Pagination of User login History

What it Does: Beginning in CPQ Cloud 21C, administrators can set a pagination option for the Login History. When pagination is enabled, a subset of user history will be loaded on the page when the page is accessed.

Why it Helps: This decreases the initial load time of the page and allows the user to page through the login history.

Commerce

Concurrent Commerce Rule Processing Enhancement

What it Does: Oracle CPQ 21C enables the internal parallel processing of Commerce rules. 

Why it Helps: The internal parallel processing of Commerce rules ensures processing of multiple rules simultaneously leading to improved end user response time. 

Sales Force Automation

Validate Contacts for Opportunity and Lead Through Sales Insights

What it Does: Using data analytics and mining, the sales insights feature validates whether contacts associated with an opportunity or lead are sufficient and accurate enough to help effectively close the deal. 

Why it Helps: Salespeople can improve sales effectiveness and gain productivity by receiving key data insights on contacts in opportunities and leads. 

Quotes and Orders

Create a Renewal Opportunity from a Renewal Quote

What it Does: Users can now create a renewal opportunity manually or automatically from a renewal quote generated in Oracle CPQ.

Why it Helps: This capability helps salespeople track new and renewal opportunities separately. It also helps them apply appropriate sales tasks to close the deal.

Forecast Renewal Opportunities

What it Does: Sales team can now manage the pipeline forecasts for the renewal type of revenue lines separately from new opportunity revenue lines.

Why it Helps: The sales team can distinguish new and renew types of forecasts as separate categories for tracking and managing quota.

Sales Forecasting

Manage Renewal Revenue Lines in Forecasting

What it Does: Manage renewal revenue lines within forecasting with a category indicator, which denotes whether the forecast item is a net new deal or a renewal.

Why it Helps: Renewal Forecasting enables sales managers and sales staff to review the renewal subscription forecast lines and the relevant forecast amount.

Sales Catalog

Use Access Groups to Configure Data Security for Products, Product Groups, and Price Books

What it Does: Easily give a set of users access to Products, Product Groups, and Price Books using access group security. 

Why it Helps: With this setup, users can only see the products, product groups, and price books that they have access to. This is helpful when there are different groups of users who should have access to different products, product groups or price books. 

Import and Export and REST APIs

Assign Account Automatically During Import Management

What it Does: Enable automatic territory-based assignment after sales accounts are imported. You can enable this feature by setting the profile option, ZCA_BATCH_ASSIGN_ON_BULK_IMPORT. 

Why it Helps: This feature increases efficiency because accounts are assigned automatically during import. 

Global Order Promising

Load Planning Data for a Selected Group of Organizations

What it Does: In many companies the frequency and timing of the supply and demand data collection processes cannot be coordinated across functional organization boundaries. Previously, supply and demand data loaded using file-based data import (FBDI) and the targeted refresh option would wipe out the data for the other organizations whose data was not in the file. With this update, the data for only those organizations that are in the load file will be purged prior to the load of the new data. 

Why it Helps: Global Order Promising can be run for a subset of organizations, improving flexibility for supply chain planning. The feature also ensures supply and demand data integrity in Oracle Cloud Supply Chain Planning by organization when using the targeted refresh data load option. 

Order Management

Import Supplier Invoices from a CSV File

What it Does: You can now import supplier invoices from a CSV file using Import Management. Channel Revenue Management uses this information to determine available rebate accruals according to the terms of the agreement with the supplier. You can:

    • Track supplier rebate accruals in the supplier and program checkbooks, and on a claim.
    • View supplier program performance in the program checkbook based on the purchase order, item, bill-to, and ship-to locations.
    • Create and approve adjustments to a supplier rebate accrual.

Why it Helps: For certain industries with high volume, such as semiconductor distribution, this need is very prevalent.  Making the module more Excel-friendly will increase employee productivity.

Maintenance

Access SCM Application Pages Using Quick Actions

What it Does: Oracle Supply Chain Management Cloud delivers new quick actions that provide easy navigation from the home page directly to specific application pages without using the menu structure. With a single click, you can initiate tasks from the home page.

Why it Helps: Quick Actions are visible upon login, providing immediate access to the functions your team performs most.

Manufacturing

Search For and Select an Item Using AutoSuggest and Additional Information

What it Does: Search for and select an item in manufacturing work definitions, supplier operations, work orders, and transactions, using a common item search experience based on autosuggest and parametric and keyword search. You can optionally turn on item data security when searching for items.

Why it Helps:  Improves employee productivity with easier access to item data. The feature allows users to be more efficient with a consistent item search experience in all the Manufacturing user interfaces.

Cost Management

Use High-Volume Layer In-Transit Inventory Value Reporting

What it Does: Use the Period In-transit Inventory report to reconcile period end balances for in-transit inventory or to review inventory balances at any time during the current period.

Why it Helps: Use this report for reconciling end of period in-transit inventory balances. The report uses the data generated by the cost reports processor for faster performance when you have a high volume of transactions.

Inventory Management

Raise a Business Event When Transfer Orders Are Created

What it Does: In Oracle Integration Cloud (OIC), you can now subscribe to the new Create Transfer Order public business event to trigger additional business processes or integrate with third-party applications. After the Create Transfer Order business event is raised, you can use the Inventory Transfer Order REST resource to obtain additional details related to the transfer order.

Why it Helps: All transfer order source types are supported including Inventory Management, Purchase Requisition, Supply Chain Orchestration, Min-Max Planning, PAR Replenishment, Planning, and Order Management. This is very useful to anyone using Oracle Transportation Management or for the Oil & Gas Industry.  Previous versions required PaaS-level integration.

Automatically Default Lot and Serial Numbers from ASN or ASBN During Put Away

What it Does: Automatically default all of the lot and serial numbers that your supplier enters on the advance shipment notice (ASN) or advance shipment billing notice (ASBN) when putting away the received quantity. Previously, you could manually select the lot and serial numbers from an ASN or ASBN on the Record Lots and Serials page. Now you can automatically default all of the lot and serial numbers.

Why it Helps: This feature significantly reduces workloads for warehouse operators when performing put-away transactions for lot and serial-controlled items. It allows them to automatically accept all supplier provided lot and serial numbers without further manual intervention or verification.

Procurement Contracts

Share In-Progress Contracts in Supplier Portal

What it Does: When you’re ready to have your suppliers review and respond to a contract that’s in progress, you can share the contract from the Edit Contract page. The supplier contacts who have access to the contract can view the contracts you have shared with them in Oracle Supplier Portal. The suppliers can download contract documents and upload their revisions.

Why it Helps: This feature minimizes the steps you need to take outside the application and streamlines collaboration between you and your suppliers. Most importantly, the feature reduces the amount of back-and-forth emails with attachments.

Spend Classification

Recategorize Past Purchases and Apply Learning Technology

What it Does: Organize spend data into logical categories by adding or correcting the existing category assignments to discover spending patterns and to get an accurate overview of organizational buying activity. Adding recategorized data into dashboards will make this feature more helpful.

Why it Helps: This feature enables an organization to reclassify uncategorized or wrongly categorized spend data. The feature thus helps to uncover hidden category spending. Create training sets and taxonomies to generate knowledge bases that can be used to automatically reclassify batches of spend data so that the expense data management and classification process can be streamlined.

Global HR

Requisitions Added to Position Details

What it Does: Benefit from viewing open Oracle Recruiting requisitions in the Position Details read-only page.

Why it Helps: You can now easily monitor the currently open requisitions for a position and get more information on the requisition by clicking on the requisition title to open the requisition pages in Oracle Recruiting.

 

Position Approvals: Route Approvals Based on the Incumbent

What it Does: Define approval rules to route position approval notifications to the incumbent of the parent position instead of only the initiator’s hierarchy.

Why it Helps: Provides greater flexibility in routing positions for approval.

 

Create Person Name Formats with Conditional Formatting

What it Does: Enables person name formats with conditional formatting. For example, you can display a person’s ‘Preferred Name’ if one exists instead of their ‘First Name’.

Why it Helps: Enables HR and leadership staff to connect with employees in a more personal way.