Redwood: Manage Financial Orchestration Flows Using a New User Experience

A financial orchestration flow is used to manage internal trade relationships between entities, define business rules and regulatory compliance, and coordinate supply chain events and tasks. It facilitates equitable product margin distribution across countries and tax jurisdictions, and allows for the configuration of transaction timing. The flow consists of primary routes and financial routes. Primary routes are agreements between internal seller and buyer BUs. Financial routes define the terms, documentation, accounting, and tax rules for intercompany transactions. Multiple financial routes can exist under each primary route, especially when intermediary organizations are involved.

You can now set up and manage these flows using the new Redwood page. The redesigned page offers an intuitive, modern interface with enhanced usability features, including:

  • A streamlined search page to view all supply chain financial flows along with their status and other key details.
  • Search and filter chips to quickly find specific financial flow based on Business flow, From primary BU, To primary BU, status, and more.
  • Easy navigation to other drop ship financial orchestration flows through the in-app navigation pane.
  • The ability to add relationships between selling and receiving BUs or create new flows with a single click.

Figure 1 - Financial Orchestration Flows in the Redwood UI

Redwood Page for Financial Orchestration Flows

Figure 2 - Create a new Financial Orchestration Flow with basic details.

Create a New Financial Orchestration Flow With Basic Details

Figure 3 - Financial Flow details page

Financial Flow Details Page

Click Add to create primary and financial routes between business units involved in intercompany trade. 

Figure 4 - New primary route and financial routes

New Primary Route and Financial Routes

Figure 5 - Financial route for a primary route

Financial Route for a Primary Route

Figure 6 - Financial orchestration flow with primary and financial route details and different actions supported.

Financial Orchestration Flow With Primary and Financial Route Details and Different Actions Supported

  • Faster flow management: Locate, review, and act on financial orchestration flows quickly.
  • Record all the updates to the financial orchestration flow using notes and build a natural audit trail.
  • Improved navigation: Switch between different orchestration flow pages seamlessly.
  • Switch between different versions of the agreement using the contextual switch option on the page.

Steps to Enable

Follow these steps to enable or disable this feature:

  1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.
  2. On the Manage Administrator Profile Values page, search for and select the ORA_FOS_FINANCIAL_ORCHESTRATION_FLOWS_REDWOOD_ENABLED profile option code.
  3. In the Profile Values section, set the Site Level to Yes or No. The default value is No.
    • Yes = enables the feature
    • No = disables the feature
  4. Click Save and Close. Changes in the profile value will take effect the next time you sign in.

Tips And Considerations

  • Enable all pages in Redwood to ensure a seamless and cohesive workflow with a better user experience.
  • Agreements are now created in draft mode by default, allowing users to review and make updates before activating the relationship.
  • Use Correct when updating a financial flow. For example, to change the status or adjust future effective dates.
  • Use Insert to create a new version of the flow for a future period with different buy and sell terms.
  • Enhanced filtering ensures only Profit Center Business Units (PCBU) with valid relationships are available for selection, thereby reducing errors during setup.
  • You can view both the ADF and Redwood versions when accessing this page through Setup and Maintenance.
    • In ADF, the page is called Manage Supply Chain Financial Orchestration Flows.
    • In Redwood, it is called Financial Orchestration Flows.

Key Resources

  • Oracle Fusion Cloud SCM: Implementing Manufacturing and Supply Chain Materials Management Guide, available on the Oracle Help Center.
  • Oracle Fusion Cloud SCM: Using Supply Chain Cost Management, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT)
  • Manage Supply Chain Financial Orchestration Flow (FOS_MANAGE_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT)
  • View Supply Chain Financial Orchestration Flow (FOS_VIEW_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT)
  • Maintain Supply Chain Financial Orchestration Flow by Web Service ( FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_WEB_SERVICE)
  • Manage Supply Chain Financial Orchestration Flow by Web Service (FOS_MANAGE_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_WEB_SERVICE)
  • View Supply Chain Financial Orchestration Flow by Web Service (FOS_VIEW_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_WEB_SERVICE)