FUNCTIONAL IMPACT ASSESSMENT DOCUMENT

Oracle Inventory Management

Oracle Warehouse Management
Oracle Order Management
Oracle Shipping Execution
Oracle SCM Distributions 12.2.7
Application Release: 12.2.7
Author: SCM Distributions Quality Assurance Team
Creation Date: November 13, 2017
Last Updated Date: November 13, 2017
Version: 1

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Functional Impact Assessment Document for SCM Distributions 12.2.7
Contents

1 PURPOSE ...........................................................................................................................................................................4

2 PATCH DETAILS ..............................................................................................................................................................4

2.1 Consolidated Patch Details ..........................................................................................................................................................4

3 NEW FEATURES AND FUNCTIONAL CHANGES .....................................................................................................5

3.1 New Enhancements ....................................................................................................................................................................5

3.2 Functional Changes in Oracle Inventory Management ................................................................................................................5

Receiving...................................................................................................................................................................................... 5
Lot Serial Genealogy .................................................................................................................................................................... 6
Mobile Receiving ......................................................................................................................................................................... 6
Transactions ................................................................................................................................................................................ 6
Mobile Transactions .................................................................................................................................................................... 7
Counting ...................................................................................................................................................................................... 7
Replenishment............................................................................................................................................................................. 7
Convergence ................................................................................................................................................................................ 7

3.3 Functional Changes in Oracle Warehouse Management .............................................................................................................7

Inbound ....................................................................................................................................................................................... 7
Wave Planning ............................................................................................................................................................................. 8
Label Printing ............................................................................................................................................................................... 8
Pick Load ...................................................................................................................................................................................... 8
Pick Drop...................................................................................................................................................................................... 8
Task Management ....................................................................................................................................................................... 8
Cycle Count .................................................................................................................................................................................. 8
Lot and Serial Management ........................................................................................................................................................ 9
Material Management................................................................................................................................................................. 9
Task Management ....................................................................................................................................................................... 9
Inquiry.......................................................................................................................................................................................... 9
Replenishment............................................................................................................................................................................. 9

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Functional Impact Assessment Document for SCM Distributions 12.2.7
 Convergence ................................................................................................................................................................................ 9
Pick Release ............................................................................................................................................................................... 10
LPN Management ...................................................................................................................................................................... 10
Dock Scheduling ........................................................................................................................................................................ 10
Shipping ..................................................................................................................................................................................... 10
MWA .......................................................................................................................................................................................... 10
Rules .......................................................................................................................................................................................... 10

3.4 Functional Changes in Oracle Order Management ....................................................................................................................11

Order Entry ................................................................................................................................................................................ 11
Transaction Control ................................................................................................................................................................... 11
Blanket Sales Agreements ......................................................................................................................................................... 11
Internal Sales Orders ................................................................................................................................................................. 11
Sales Order Purge ...................................................................................................................................................................... 11

3.5 Functional Changes in Oracle Shipping Execution......................................................................................................................11

Open Interfaces and Public APIs ................................................................................................................................................ 11
Pick Release ............................................................................................................................................................................... 12
Shipping Transaction Form ........................................................................................................................................................ 12
Interface to Oracle Order Management and Oracle Inventory Management .......................................................................... 12
Inbound and Outbound Transactions ........................................................................................................................................ 12
Ship Confirm .............................................................................................................................................................................. 12

4 FUNCTIONAL IMPACT ................................................................................................................................................ 13

5 TEST RECOMMENDATIONS...................................................................................................................................... 15

5.1 Functional Test Recommendations for Inventory Management ................................................................................................15

5.2 Functional Test Recommendations for Warehouse Management System .................................................................................16

5.3 Functional Test Recommendations for Oracle Order Management ...........................................................................................17

5.4 Functional Test Recommendations for Oracle Shipping Execution ............................................................................................18

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Functional Impact Assessment Document for SCM Distributions 12.2.7
1 Purpose
This document provides a high-level overview of the functional impact of changes delivered in Oracle SCM Distributions Release
12.2.7. The document provides broad guidance to customers to help them develop test plans based on the identified functional impact.

2 Patch Details

2.1 Consolidated Patch Details

Patch Number Patch Description Comments

R12.INV.C.Delta.7 R12.INV.C.Delta.7

R12.WMS.C.Delta.7 R12.WMS.C.Delta.7

R12.ONT.C.Delta.7 R12.ONT.C.Delta.7

R12.WSH.C.Delta.7 R12.WSH.C.Delta.7

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Functional Impact Assessment Document for SCM Distributions 12.2.7
3 New Features and Functional Changes

3.1 New Enhancements

Please refer to the Release Content Document for the list of new features delivered.

3.2 Functional Changes in Oracle Inventory Management

This section describes the functional changes introduced in Oracle Inventory Management as part of Oracle Logistics Release 12.2.7.

3.2.1 Receiving
• The Receipt Adjustments report displays the correct records, which are matched with the ship-to location that
belongs to the receipt location that was entered in the purchase order.
• The Receiving Transaction Processor (RTP) runs successfully even if two RTPs for different lines of the same
RMA are running at the same time.
• The Receiving Transactions Register report runs successfully with the receipt number as a parameter.
• The Receipt Traveler (XML) report prints delivery instructions correctly.
• For a closed job, an ASN cannot be received against a PO distribution.
• For receiving transactions, the maximum value of the sequence of RT.transaction_id, RTI.interface_transaction_id
has been increased to 2^63.
• In the mobile client, the Project field is not mandatory for receipt of the non-project lines of a Blanket Purchase
agreement (BPA) that has both project and non-project lines.
• The RTP runs successfully during the receipt transaction for a purchase that has multiple shipment lines for the
same serial-controlled item.
• In the Receiving Open Interface (ROI), the Receiving transaction succeeds when an item number is longer than 81
characters.
• During a receiving transaction in the mobile client, the default UOM code is populated correctly for a BPA release
with expense items.
• The Matches Interface concurrent program successfully imports cancelled charge invoices that are matched to a
single shipment.
• Receipt lines with the same need-by date in the Receipts window are ordered correctly by PO line number.
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Functional Impact Assessment Document for SCM Distributions 12.2.7
• The RTP raises an error when an ROI record for correcting a receiving-to-vendor transaction is inserted on a closed
GL period.
• No duplicate Landed Cost Management (LCM) shipment lines are created when Landed Cost Integration manager
is run simultaneously from different sessions.
• No orphan receipt headers are created when ROI receipt processing fails.
• The LCM shipment import program will complete successfully for all lines or, if there is a validation error for any
record, will fail for all lines.
• When the profile option RCV: Fail All ASN Lines if One Line Fails is set to Yes, the shipment header and lines of
a receipt will be retained when an ASN with the same shipment number and ship date is imported.
• In the mobile client, receipt of a BPA release succeeds even when the BPA is closed and the corresponding release
is open.
• A single invoice is successfully generated for multiple purchase orders when the option Supplier Invoice Summary
is set to Pay Site and the receipt currency is the same as the functional currency in the supplier definition.
• New serial numbers cannot be generated from the Receivable Workbench for a serial controlled item with serial
generation set to Predefined.

3.2.2 Lot Serial Genealogy

• For a split lot transaction in the mobile client, the status of a lot is inherited from the parent lot.
• During a miscellaneous receipt transaction for an item with lot control at the user level, the expiration date is
retained in the lot genealogy.
• You cannot update reserved serials from the Serial Numbers window.
• For an item with lot expiry set at the user level, lots created in the Lot Numbers window will honor the expiry date
entered by the user.

3.2.3 Mobile Receiving

• During an RMA receipt transaction in the mobile client, existing active lot numbers can be selected for RMAs that
are created without a sales order reference.
• During an RMA delivery transaction in the mobile client, the revision number is displayed correctly for a revision-
controlled item.

3.2.4 Transactions
• A drop transaction succeeds with an LPN for a cross dock WIP job demand.

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Functional Impact Assessment Document for SCM Distributions 12.2.7
 • Miscellaneous transactions succeed when the value of Owning Party is copied to Planning Party.
• The Material Transaction Interface window allows you to enter an over-completion quantity.

3.2.5 Mobile Transactions

In the mobile client, Grade is mandatory for the receipt of a purchase order for an item that is lot- and grade-enabled.

3.2.6 Counting
For a cycle count transaction, if a project and locator are referenced, then approval is required for cycle count
adjustments when the tolerance is exceeded in the Cycle Count window.

3.2.7 Replenishment
The Min/Max Planning report correctly calculates the demand quantity of Oracle Process Manufacturing (OPM) batch.

3.2.8 Convergence
• For an OPM batch, you cannot return a different lot than the lot that was completed on the batch using a WIP
Completion transaction.
• In the Reservations window, for a batch, if the reserved quantity is equal to or greater than the demand, then the
reservation quantity is defaulted as null while creating a new reservation for this demand.

3.3 Functional Changes in Oracle Warehouse Management

This section describes the functional changes introduced in Oracle Warehouse Management as part of Oracle Logistics Release 12.2.7.

3.3.1 Inbound
• During back-to-back order transactions, reservations are updated correctly to the destination locator, even when the
material is consolidated using Advanced Task Framework.
• In the mobile client, when an internal requisition is received during an express receipt transaction, serial numbers
are displayed correctly.
• During a drop ship transaction, receipt of serial numbers in the Resides in Receiving status succeeds.
• When an item is released using a back-to-back transaction, LPN reservations are shown correctly in the
Reservations window.

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Functional Impact Assessment Document for SCM Distributions 12.2.7
3.3.2 Wave Planning
• After pick load/drop and splitting of a staged LPN on a wave task, the pick fill rate is updated correctly.
• Wave creation succeeds with advanced criteria for a wave with the parameter “total value” and the operator
“</<=”.
• For a wave that has staged lines to a storage locator, the search results in the Wave workbench show data and
graphs appropriately.

3.3.3 Label Printing

• The Printer List of Values (LOV) on the mobile client is consistent with the LOV in the desktop application.
• For the pick drop business flow, shipping contents and shipping labels are printed correctly even if an LPN has
multiple lots.
• For the pick drop business flow, shipping labels are printed correctly when an LPN is dropped to another LPN.

3.3.4 Pick Load

• Picking transactions succeed even when the remaining quantity has a decimal value.
• The association of serial numbers allocated or reserved to a specific task is maintained during pick load
transactions even after you press F2 during the transaction.

3.3.5 Pick Drop

During Load Dock/LPN Ship transactions in the mobile client, information for missing LPNs is displayed correctly
when you click Next LPN.

3.3.6 Task Management

In the mobile client, tasks queued to a mobile user are shown correctly during the Accept Any Task operation even if no
locator zones are defined for a specific subinventory.

3.3.7 Cycle Count

• The Physical Inventory Adjustment report displays correct data before and after posting adjustments.
• The recount operation in the mobile client correctly displays all queued tasks belonging to the cycle count header
when task based cycle count option is used for recounting.
• During a load operation in the mobile client, if the Change Locator/LPN exception is raised with a cycle count
workflow attached, cycle count reservations and count entries are created appropriately.
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Functional Impact Assessment Document for SCM Distributions 12.2.7
3.3.8 Lot and Serial Management
A Return Material Authorization (RMA) receipt transaction for an item that is lot and serial controlled at sales order
issue and that has multiple lots with direct routing works correctly.

3.3.9 Material Management

• During Express Receive transactions in the mobile client, material status at the subinventory and locator levels is
validated for the fields To sub inventory and To Locator during In-Transit receipt with direct routing.
• LPN Pack transactions in the Packing Workbench window show a secondary quantity only for items with dual
UOM enabled.

3.3.10 Task Management

• The WMS Bulk Task Generation concurrent program succeeds without errors and bulk tasks are generated for sales
orders.
• Task assignment and saving in the Warehouse Control Board succeed without errors.

3.3.11 Inquiry
Loaded bulk tasks are filtered and listed correctly with various combinations of task states in the Warehouse Control
Board.

3.3.12 Replenishment
• During the over-allocation process with tolerance set at strategy level, unnecessary allocations will not be created.
• For the Replenishment Move Order Cancellation transaction, reservations are updated correctly.

3.3.13 Convergence
In the mobile client, original lot attributes are maintained for the resultant lots during a Lot Auto Split transaction.

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Functional Impact Assessment Document for SCM Distributions 12.2.7
3.3.14 Pick Release
• Release of an Oracle Process Manufacturing (OPM) batch succeeds for a dual-UOM-controlled item for which the
defaulting option is set to Fixed.
• Pick release of multiple sales orders that have multiple lines succeeds when there is sufficient on-hand quantity in
the inventory and the set rules are satisfied.

3.3.15 LPN Management

• In the mobile client, an Update Cost Group transaction succeeds after processing all serial numbers even if you
press Enter.
• A Staging Move (Load and Drop) transaction for a pallet LPN succeeds.

3.3.16 Dock Scheduling

• Repeating weekday appointments are created appropriately without any overlap of dock doors.
• During a dock appointment update transaction, the columns Last Update Date and Last Updated By are populated
with correct information.
• If you create a dock appointment for a date that is not within the calendar date range, a proper error message is
shown.

3.3.17 Shipping
An LPN Unload transaction in a destination organization succeeds for an LPN that is the same as the source-
organization LPN and that is received against an Internal Requisition.

3.3.18 MWA
• Updated LPN Descriptive Flex Field (DFF) values are saved when you press Tab to exit the field.
• The Lot field accepts a maximum of 80 characters.

3.3.19 Rules
Pick release transactions succeed when the rule has the allocation method set to No LPN Allocation, Prioritize Pick
UOM.

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Functional Impact Assessment Document for SCM Distributions 12.2.7
3.4 Functional Changes in Oracle Order Management
This section describes the functional changes introduced in Oracle Order Management as part of Oracle Logistics Release 12.2.7.

3.4.1 Order Entry

• Information related to a drop ship purchasing document is available from sales order actions at the line level and
from actions at the level of the Order Line Search table in the HTML UI.
• The order number is editable for an order type with a manual sequence.
• When the system parameter Invoice Freight as Revenue is set to Yes, the system does not allow booking of sales
orders for lines that were created with an ordered quantity and then reverted to zero or null. The appropriate error
message "Ordered Quantity is required on a booked order line" is displayed.

3.4.2 Transaction Control

When you open the Process Messages window from either a sales order header or line, the system does not allow you to
navigate to the toolbar or to click the Show Navigator icon or any menu items.

3.4.3 Blanket Sales Agreements

If you update the Blanket Sales Agreement (BSA) header activation date to a value later than the activation date of any
of the existing lines, the system correctly displays a date conflict error message.

3.4.4 Internal Sales Orders

When the profile option OM: Use Materialized View for Items List of Values (LOV) is set to Yes, the Related Items
window for internal sales order lines only displays related items that are Internal Orders Enabled, and not Customer
Orders Enabled.

3.4.5 Sales Order Purge

An Order Purge request will only purge eligible records from the Payment tables.

3.5 Functional Changes in Oracle Shipping Execution

This section describes the functional changes introduced in Oracle Shipping Execution as part of Oracle Logistics Release 12.2.7.

3.5.1 Open Interfaces and Public APIs

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• The public API named WSH_CONTAINER_PUB.Update_Container updates the attribute category correctly.
• An actual shipment sent using the Shipping Transportation Outbound Interface concurrent program correctly sends
the value of Planned Arrival/ Departure Dates to Oracle Transportation management.

3.5.2 Pick Release

A backordered delivery detail that is created during an over-pick transaction for a dual-controlled item is pick released
successfully.

3.5.3 Shipping Transaction Form

• For locator-controlled LPN records, the locator name is correctly populated in the Shipping Transaction window.
• During a partial ship confirmation transaction, manual reservations are retained for an indivisible lot-controlled
item.
• Active dock doors are listed in the LOV on the Lines/LPN tab of the Shipping Transaction form’s Query Manager
window.
• If the unit of measure is changed during a pick release transaction, the correct weight and volume are calculated.

3.5.4 Interface to Oracle Order Management and Oracle Inventory Management

For the Interface Trip Stop SRS concurrent program, the maximum size of the parameter Trip Stop is now set to 195.

3.5.5 Inbound and Outbound Transactions

Departure Ship Notice Outbound (DSNO) files show correct values for the CONSIGNEE_POSTAL_CODE field of the
intermediate ship-to location.

3.5.6 Ship Confirm

• During ship confirm transactions, a correct warning message is displayed if the actual departure date is not within
the working day calendar.
• Trip and Delivery are closed successfully when the last delivery in the trip is ship confirmed.

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Functional Impact Assessment Document for SCM Distributions 12.2.7
4 Functional Impact

Inventory

• Receiving
• Transactions
• Material Work Bench
• Cycle Counting
• Physical Counting
• Replenishment
• Convergence
• Lot Serial Genealogy
• Convergence
• Mobile Transactions
• Mobile Receiving
• LCM

Warehouse Management System

• Inbound
• Pick Load
• Outbound
• LPN Management
• Pick Release
• Label Printing
• Cycle Counting
• Labor Management
• Transfers
• Personalization
• Replenishment
• Rules
• Shipping

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Functional Impact Assessment Document for SCM Distributions 12.2.7
Oracle Order Management

• Drop Ship in HTML UI

• Sales Order Entry (Process order, Sales Order window, Electronic Data Interchange (EDI))
• View Notification Details on HTML UI Sales Orders
• Blanket Sales Agreements
• Internal Order Fulfillment
• Transaction Purging

Oracle Shipping Execution

• All Shipping transactions in HTML UI
• STF actions
• CMS flows
• ITM flows
• XDO Reports
• Change management flows

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Functional Impact Assessment Document for SCM Distributions 12.2.7
5 Test Recommendations

This section provides high-level recommendations for testing functional areas and business flows. These recommendations are based on
the identified functional impact of Oracle Logistics 12.2.7.

5.1 Functional Test Recommendations for Inventory Management

• Receiving Transactions:
o Inter-organization transfers without revisions
o The Pay on Receipt program for the consigned return flow
o Serial genealogy for an inter-organization transfer
o Corrections flows for receipts received through the Receiving Open Interface
o The Receiving Exceptions report for a one-time item
o An Express Delivery transaction with standard and inspection routings
o Unordered-receipts-matching flows with the conversion rate type set to User
o ASN receipts within a tolerance limit
o Receiving transactions with a closed purchase period
• Move Order Transactions: The approval process of a Move Order flow with e-Signature
• Cycle Count:
o Cycle Count entry and adjustments for an unscheduled count with a new lot
o Cycle Count approval flows with multiple employees having the same name
• Replenishment: Replenish Count flows with a changed UOM in Replenish Count lines
• Reservations:
o Reservation validation flows for an Oracle Process Manufacturing batch
o Flows related to verification of the reservation source for a sales order linked to an internal
sales order after the receipt of an internal requisition
• Lot Transactions:
o Lot-specific conversions for subinventory transfers
o Lot number generation through the Transaction Open Interface
o Use of expired lots in transactions
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Functional Impact Assessment Document for SCM Distributions 12.2.7
 o Lot Split transactions for packed and unpacked material
o Lot Translate functionality flows
• Outbound Transactions
o Pick release of a sales order with non-reservable subinventory
o Project Contract Issue transaction query
o External Drop Shipment cycle exchange rate
• E-record notification for Inter-Organization Transfer transactions
• Material Workbench: On-hand balance verification flows for push replenishment

5.2 Functional Test Recommendations for Warehouse Management System

• WMS Inbound
o PO Receipt flow with putaway rules that suggest moving all the material to a single location
o PO Receipt flow with putaway rules that suggest moving material to multiple locations
o PO Receipt flow with a combination of items like Lot, Serial, Lot and Serial, and Lot Serial and
Revision
o Return to Vendor and Return to Receiving flows
o Flows related to Purchase Order Receiving Tolerances
o Internal Requisition flow with various types of items like serial-controlled, lot-controlled, and
lot and serial-controlled
• WMS Outbound
o Order Picking and LPN Ship flows with various types of items
o Quick Ship flow with the Return to Stock option
o Zone Picking flow with LPN Ship
o Pick and Pass flow with the Lot Consistency Rule
o Bulk Picking flow using the Packing Workbench to pack the staged material
• Cycle Count
o Flows with opportunistic cycle counts
o Flows with scheduled cycle counts
o Flows with task-based cycle counts

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 o Flows with unscheduled cycle counts
• Lot Transactions:
o Use of expired lots in transactions
o Lot Split transactions for packed and unpacked material
o Lot Translate functionality flows

5.3 Functional Test Recommendations for Oracle Order Management

• Order Entry
o Flows related to drop ship in the Order Management HTML UI
o Flows for manual numbering of sales orders and quotes
o Flows related to sales order booking, with the system parameter Invoice Freight as Revenue set
to Yes, Tax Event at Transaction Type forms set to Booking, and header level freight charges
applied on the sales order
o Transaction Control: Flows related to different process messages on the sales order header and
lines.
• Sales Order HTML UI: Flows related to the View Notification Details action on the sales order header and
lines in the HTML UI.
• BSA: Flows related to BSA when the header activation date is updated.
• ISO: Fulfillment of ISO order lines using item substitution with items that are enabled for internal orders
but not enabled for customer orders

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Functional Impact Assessment Document for SCM Distributions 12.2.7
5.4 Functional Test Recommendations for Oracle Shipping Execution
• Open Interfaces and Public APIs
o Public API WSH_CONTAINER_PUB.Update_Container
o Flow for sending actual shipment back to Oracle Transportation Management
• Pick Release
o Pick release backordered lines
• Shipping Transaction Form
o All shipping transactions in the HTML UI
o Pick release locator control item
o Partial ship sales order
o Query of detail lines by active dock door in the Shipping Transaction window
o Pick release sales order
• Interface to OM/INV
o Submission of the Interface Trip Stop SRS concurrent program
• Inbound and Outbound Transactions
o Departure ship notice outbound flow
• Ship Confirm
o Ship confirm multiple deliveries

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Functional Impact Assessment Document for SCM Distributions 12.2.7
Functional Impact Assessment Copyright © 2017, Oracle and/or its affiliates. All rights reserved.
Document Oracle Inventory and
Oracle Warehouse Management, This document is provided for information purposes only, and the contents hereof are subject to change
Oracle Order Management and without notice. This document is not warranted to be error-free, nor subject to any other warranties or
Oracle Shipping execution conditions, whether expressed orally or implied in law, including implied warranties and conditions of
merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to
Release 12.2.7 this document, and no contractual obligations are formed either directly or indirectly by this document.
November 2017 This document may not be reproduced or transmitted in any form or by any means, electronic or
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Functional Impact Assessment Document for SCM Distributions 12.2.7