Redwood: Define Financial Qualifier Rules Using a New User Experience

A financial orchestration qualifier lets you define specific conditions to identify the financial flow for a given business process.

You can now find financial qualifiers with greater ease. Use the search bar at the top of the page or apply filter chips to refine results by business process type, parameter value, last updated date, or other attributes.

The page now includes two additional columns:

• Usage in Flow – Indicates whether a qualifier is currently used in any financial orchestration flow.
• Flow Count – Displays the total number of flows referencing the qualifier.

Financial Qualifiers Page

Deep link to Financial Orchestration Flows Page

Click the hyperlink to go to the Financial Orchestration Flows page where you can view the qualifier that's used. 

Financial Orchestration Flows Page

You can now create, edit, and duplicate qualifier details in a streamlined view.

Create a New Qualifier

Panel Drawer to Create One or More Conditions for a Qualifier

Modify Conditions Using the Add, Group, or Ungroup Actions

• Faster search and filtering: Quickly locate qualifiers by using the user-defined catalog, parameter values, and other attributes.
• Seamless navigation: Move to the Financial Orchestration Flows page from a qualifier with ease. 
• Quick actions: Access commonly used actions like Edit, Duplicate, and View Usage directly from the Quick Actions menu.

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_QUALIFIER_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. You also need to enable the Redwood version to access Financial Qualifiers directly from the Financial Orchestration Flow landing page.
• After creating or updating your qualifiers, reload the page to view the updated qualifier text preview, which summarizes the applied conditions.
• You can use the notes component to capture and reference additional information for a qualifier.
• A built in audit trail is available through specific details on created by, creation date, last updated by, and last updated date. This helps you easily track when a qualifier rule was created and who made the last changes.
• Intuitive section headings and inline information messages are now available to provide additional context and improve usability.
• You can view both the ADF and Redwood versions when accessing this page through Setup and Maintenance.
  • In ADF, the page is called Manage Financial Qualifiers.
  • In Redwood, it is called Financial Qualifiers.

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 guide, available on the Oracle Help Center.

Access Requirements

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

• Manage Supply Chain Financial Orchestration Qualifiers (FOS_MANAGE_TRADE_QUALIFIERS_PRIV)
• Manage Supply Chain Financial Orchestration Qualifiers by Webservice (FOS_MANAGE_QUALIFIER_WEB_SERVICE_PRIV)
• View Supply Chain Financial Orchestration Qualifiers (FOS_VIEW_TRADE_QUALIFIERS_PRIV)
• View Supply Chain Financial Orchestration Qualifiers by Web Service (FOS_QUALIFIER_WEB_SERVICE_PRIV)