3Configuring Offerings

This chapter contains the following:

Configuring Offerings: Explained

To configure an offering for implementation, you opt into its functional areas and features that are applicable to your business operations. You start your opt-in configuration by enabling the offering. The offering and its functional areas are shown in a hierarchy to help you decide, step-by-step, what to opt into. When an offering is enabled, all functional areas and features representing core functionality of the offering are also automatically enabled. You decide which of the optional functional areas and features to opt into by specifically enabling them.

After the initial implementation of the offering, if you must change the opt-in configuration to enable additional functional areas or features at a later time, use the same procedure to enable them as well.

In some cases, opt-in selection of a functional area or a feature may be locked once enabled due to the business operation it represents and its selection cannot be changed.

Configuring Offerings: Procedure

Video

Watch video

Watch: This video tutorial shows you how to set up the offerings for initial use. The content of this video is also covered in text topics.

Step-by-Step Process

Enable offerings to modify functionality so that it matches the services you plan to implement. You can review the current functional areas and features within an offering and make changes. To perform these tasks, you need the Configure Oracle Fusion Applications Offering privilege (ASM_CONFIGURE_OFFERING_PRIV).

Enable Offerings

To enable offerings, follow these steps:

  1. Click Navigator > My Enterprise > Offerings work area.

  2. In the Offerings page, select the offering you want to implement.

  3. Click the Opt In Features button.

  4. In the Opt In page, review the functional hierarchy. Select the check box in the Enable column to opt into the offerings and functional areas as applicable to your business operation.

  5. Click the Features icon in the Features column for the enabled offering or functional area and enable the applicable features.

  6. In the Edit Features page,

    • To enable a Yes or No feature, select the check box in the Enable column.

    • To enable a Single Choice or a Multi-Choice feature, click the Features icon in the Enable column and make the required selection.

    • To enable a feature using an opt-in task because the Enable check box isn't available for selection, click the icon in the Opt In Task column.

  7. Click Done to return to the Opt In page.

  8. Click Done to return to the Offerings page.

Repeat these steps for each offering you want to implement. You can use this procedure to change the opt-in configuration of any functional areas or features of an enabled offering.

Opting into New Features After Upgrade: Explained

New functional areas and features for an offering you implemented are often introduced in the later revisions of Oracle Applications Cloud. You can use the New Features work area to explore and learn about what has been introduced in the last upgrade of your applications and decide whether to opt into them.

You can review the new functional areas and features of all your enabled offerings or focus on only one of them. For each functional area or feature, you can view its opt-in status, check whether it requires setup, and access additional help topics to learn more details.

Opting into New Features After Upgrade: Procedure

Video

Watch video

Watch: This video tutorial shows how to review and opt into new functional areas and features after Oracle Applications Cloud is upgraded to a newer revision. The content of this video is also covered in text topics.

Step-by-Step Process

Use the New Features page to review and opt into new functional areas and features.

You need the following privileges to opt into new functional areas and features:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)

  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Opt In

To opt into new functional areas and features, follow these steps.

  1. Click Navigator > My Enterprise > New Features.

  2. On the New Features page, select your enabled offering from the menu to review the new functional areas and features that became available in the latest revision of the offering.

  3. For each new functional area or feature:

    • Use Learn More to find additional help topics.

      Tip: If the Learn More column isn't visible, go to the global header, click your user image or name, and select Show Help Icons.
    • Select the Enabled column to view opt-in status. You find a check mark if it is already enabled.

    • Consult the Requires Setup column to learn whether it requires setup and plan accordingly.

  4. If you decide to opt into any functional area or feature, click the Go to Opt In icon. For a new functional area, open the Opt In page. For a new feature, open the Edit Features page.

    Note: You need the Configure Oracle Fusion Applications Offering privilege (ASM_CONFIGURE_OFFERING_PRIV) to perform this step.
  5. Select the Enable check box, or in case of features with multiple choices, select the applicable choices.

    If the Enable check box isn't available for selection, click the icon in the Opt In Task column to enable a feature using an opt-in task.

  6. Click Done to return to the New Features page.

Reviewing Opt In History: Explained

Since opt in configuration directly influences behavior of setup and transactional processes, a history of all such changes is maintained. You can review this information in the Opt In History Page.

If you experience an unexpected change in the behavior of the application, you can review the opt in history to determine:

  • Who made the changes

  • When the changes were made

  • How the opt-in selections changed

Reviewing Opt In History: Procedure

You can review change history of the opt in configuration using the Opt In History page. You need the Configure Oracle Fusion Applications Offering privilege (ASM_CONFIGURE_OFFERING_PRIV) to perform this procedure.

Reviewing Opt In Change History

To review change history of the opt in configuration, follow these steps:

  1. Click Navigator > My Enterprise > Offerings work area.

  2. In the Offerings page, select the offering whose opt in history you want to review.

  3. Click the Opt In Features button.

  4. In the Opt In page, click the View All History button to open the Opt In History page to view changes made to all functional areas and features of an offering.

    Note: Alternatively, click the View History icon corresponding to a specific functional area or feature from the Opt In page or the Edit Features page. This displays the change history of that specific functional area or feature respectively.

Review the change history. Changes made to the opt-in configuration are shown from most recent to least recent. The change history includes the following information::

  • Name of the offering, functional area or feature whose opt in selection changed.

  • Type, that is, whether it's an offering, functional area or a feature.

  • Old value, that is, what the opt in selection was before the change.

  • New value, that is, what the opt in selection changed to.

  • User ID of the user who made the change.

  • Date and time of the change.

FAQ's for Configuring Offerings

Why can't I enable a feature?

A feature can be enabled only when its parent is also enabled. You must enable the parent before you enable the feature.

Why is the opt-in setting of an enabled functional area or feature read-only?

The opt-in setting of a functional area or feature is shown as read-only due to one of the following two reasons:

  • If a functional area or feature represents a core functionality of the offering, it automatically inherits the enabled or disabled status of its parent.

  • The opt-in setting of the functional area or feature may be locked once enabled due to the business operation it represents.

Why is a functional area or feature enabled when its parent is not yet enabled?

If a functional area or feature is shared by multiple offerings, and if you have enabled any one of those offerings, then that functional area or feature is shown as enabled for all of those offerings. However, you can manage setup data of the functional area only by using the offerings that are enabled.

Why is the Setup icon not displayed for a functional area or feature?

If the Setup icon is not displayed, then the functional area or feature does not require any setup before you can start to use the related transactions.

Why is the Setup icon disabled for a functional area or feature?

Unless a functional area or feature is enabled, you cannot manage its setup data. Therefore, the Setup icon is enabled only after you enable the functional area or feature.

Why does the icon in the Requires Setup column show read-only?

If you do not have permission to perform a setup task, then the Requires Setup column shows read-only to inform you that a functional area or feature requires setup before the related transactions can be performed. However, you cannot use the icon to go to the Setup page to manage setup data since you do not have permission. Contact the person with permission to set up the functional area or feature before you start processing the related transactions.

Why is the Opt-In button missing for a new feature of an offering I am using?

If a feature represents a core functionality of the offering that you previously enabled, then a new feature is automatically opted into after upgrade. Therefore, the Opt-In button is not displayed.

How can I find online help for the new features of the offerings I am using?

Select the Help icon from the Home page before you go to the New Features page. If any new feature provides online help, the Learn More column displays an icon. You can click the icon to view detailed information.