3Offering Configuration

This chapter contains the following:

To configure an offering for implementation, you opt in to 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 in to. 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 in to 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.

You can also use the procedure for reviewing and opting in to new features that are introduced for your enabled offerings in each update of Oracle Applications Cloud.

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 can't be changed.

Configure 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).

To configure offerings, follow these steps:

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

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

  3. Click the Opt In Features button.

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

  5. Click the Features icon in the Features column for the enabled offering to enable features at the offering level. Or, click the Features icon for functional areas to enable applicable features.

  6. On the Edit Features page, enable a feature using these options:

    • 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.

      To save the changes, click Done.

  7. On the Opt In page, click Done to save the changes and 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.

New functional areas and features for an offering you have implemented are often introduced in the later updates of Oracle Applications Cloud. You can use the New Features work area to explore and decide whether to opt in to them.

You need the following privileges to opt in to:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)

  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

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

  1. Click Navigator > My Enterprise > New Features.

  2. On the Features Overview page:

    • Use the New Features tab to review and opt in to new functional areas and features that were introduced in the last update of the offerings.

    • Use the Available Features tab if you would like to review a comprehensive list of new functional areas and features that are currently available for use, but were introduced through several previous updates.

  3. Leave the Feature Overview value to its default selection of All Enabled Offerings so that you can review features related to all your enabled offerings. Or, select a specific offering from the menu to review features specific to that offering.

  4. On the New Features and Available Features tabs, for each new functional area or feature, review the information in these columns:

    • Functional Area: To determine the related functional module or business process. You can use the filter to limit the list of the features to specific functional areas.

      Note: Features that are directly associated with the offering will show offering name followed by the word Common.
    • 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.
    • Enabled: To view the opt-in status. You will see a check mark if it's already enabled. Otherwise, you will see an icon to enable it.

    • Allows Opt-In: To find out whether you have a choice to opt in to a feature or not. A check mark indicates that you can opt in to or out of that feature. If the column shows nothing, it means that once the feature is enabled, it remains always enabled and you can't opt out of it.

    • Requires Setup: To learn whether setup is required, and to plan accordingly.

    • Changes To and Changes In: To find out whether the feature's behavior will change in the future, and if yes, in which update.

      A feature that allows opt-in may change to always enabled or obsolete in the future. Similarly, an always-enabled feature may become obsolete in the future.

  5. If you decide to opt in to any functional area or feature, here are the next steps.

    • To enable a new functional area, click the icon in the Enabled column. On the Opt In page, select the Enable check box for the specific functional area and click Done.

    • To enable a new feature, click the icon in the Enabled column. On the Edit Features page, select the Enable check box for the specific feature. For features with multiple choices, select the applicable choices. After all selections are complete, click Done.

      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.

Some features may change their behavior in a future update. For example, a feature that was available for opting in to could change to being always enabled, thereby preventing you from opting in to or opting out of it. Or, the feature could become obsolete and therefore, is no longer applicable. Likewise, a feature that's set to remain always enabled could become obsolete in the future.

You can use the Feature Updates work area to review the features whose behavior will change in the future and prepare accordingly. You need the following privileges to review feature updates:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)

  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here's how you can review feature updates.

  1. Click Navigator > My Enterprise > Feature Updates.

  2. Leave the Feature Overview value to its default selection of All Enabled Offerings so that you can review features related to all your enabled offerings. Or, select an offering from the menu to review features specific to that offering.

  3. On the Features Updates tab, for each updated feature, review the information in these columns:

    • Functional Area: To determine the related functional module or business process. You can use the filter to limit the list of the features to specific functional areas.

      Note: Features that are directly associated with the offering will show offering name followed by the word Common.
    • Available In: To know when the feature was introduced. Use the filter to limit the feature list to a specific update.

    • 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.
    • Enabled: To view the opt-in status. You will see a check mark if it's already enabled. Otherwise, you will see an icon to enable it.

    • Changes From, Changes To, and Changes In: To find out whether the feature's behavior will change in the future, and if yes, in which update. A feature may change:

      • From Allows Opt-In to Always Enabled

      • From Always Enabled to Obsolete

      • From Allows Opt-In to Obsolete

      For features whose behavior will change in the next update, the Change In value is highlighted to draw your attention. You can also use the filters for these columns to focus on changes from one specific behavior to another, or on all upcoming changes in a specific update.

Since opt-in configuration directly influences the behavior of setup and transactional processes, a history of all such changes is maintained on 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 find out these details:

  • Who made the changes

  • When the changes were made

  • How the opt-in selections changed

To review the change history of the opt-in configuration, you need the Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV) privilege.

To review the change history, 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 indicates whether it's an offering, functional area, or a feature.

  • Old value, refers to the opt-in selection before the change was made.

  • New value, refers to the new opt in selection.

  • User ID of the user who made the change.

  • Date and time of the change.

FAQs for Offering Configuration

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

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 isn't 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.

If the Setup icon isn't displayed, then the functional area or feature doesn't require any setup before you can start to use the related transactions.

Unless a functional area or feature is enabled, you can't 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 don't 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 can't use the icon to go to the Setup page to manage setup data since you don't have permission. Contact the person with permission to set up the functional area or feature before you start processing the related transactions.

An always-enabled feature won't be enabled until the parent of the feature is also enabled. Therefore, even though the Allows Opt-In column of that feature doesn't show a check mark indicating that it's always enabled, its Enabled column may not show a check mark. In such cases, use the Go to icon in the Enabled column to enable the parent feature. Once the parent is enabled, a check mark automatically appears in the Enabled column, for that feature.

Why do some values in the Changes In column show an exclamation mark?

If the behavior of a feature is planned to change in the next update, an exclamation mark is shown to draw your attention to them.