AI Agent: Goods Return Assistant

AI agent

In organizations, such as healthcare, to return damaged, defective, or unwanted goods is not always a straightforward process. As a user, when you are not part of the supply chain team, it's difficult to return items without knowing where they came from, what receipt they were on, or which supplier and purchase order they were tied to. This makes the return process dependent on tribal knowledge and manual guidance. As an inventory and receiving manager familiar with the return process, you need a faster and more efficient way to complete returns without navigating through unnecessary steps.

The Goods Return Assistant AI agent simplifies how you manage the return process and guides you through each step with intelligent prompts and recommendations. As an inventory and receiving manager, it streamlines the workflow, enabling faster and efficient return process. 

Goods Return Assistant - Template

Provide the item, organization, and quantity details, and the AI agent searches for matching receipts to create a return against the appropriate receipt.

If the search returns a single matching receipt for the specified item and organization within the configured receipt lookup date range, the AI agent automatically creates the return against that receipt. If multiple matching receipts are found, the AI agent displays the matching receipts for you to select the receipt against which you want to create the return.

Goods Return Assistant - Create Return

After the return is created, the AI agent displays a confirmation message with a link to the newly created return is displayed. Select the link to view the return details.

Goods Return Assistant - Review Return

This agent creates a simpler, more consistent return experience that reduces errors, saves time, and improves operational efficiency.

Steps to enable and configure

Use the following steps to create agents for your business process:

1. From the Tools menu, select AI Agent Studio.

AI Agent Studio

2. Open the Workflows tab in AI Agent Studio.
3. Search for and select the AI agent.
4. Copy the predefined template by selecting the Duplicate icon.
5. Specify an agent team suffix when you duplicate the template.
6. Select the Workflows tab and search the duplicate template to edit agent settings, tools, and topics.

AI Agent - Goods Return Assistant

The assistant also provides the following configuration options:

• ReceiptLookupDays: Specifies the number of days of receipt history that the assistant searches for matching receipts. The default value is 30 days.
• SendEmail: Specifies whether the assistant sends an email containing the return details to the user who created the return. Set this value to true to send an enable email notifications. The default value is false.
• ReturnStatusIncomplete: Specifies whether returns are created with an incomplete status or submitted immediately after creation. The default value is Yes. When set to Yes, returns are created in incomplete status. When set to No, returns are submitted immediately after creation.

To change values for these parameters:

1. Select the Set Default Parameters node.

Set Default Parameters Node

2. Update the required parameters values.

Set Default Parameters - Edit

Tips and considerations

After publishing your agent, you can add it to a page by including it in the guided journey of that page. To do this, create an Agent task of type Workflow Agent for the agent, and add it to the guided journey.

Key resources

• Oracle Fusion Cloud SCM: Using Receiving guide, available on the Oracle Help Center.
• Oracle Fusion Cloud SCM: Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center.
• Oracle Fusion Cloud SCM: Security Reference for Manufacturing and Supply Chain Materials Management on the Oracle Help Center.
• Access Requirements for AI Agent Studio
• How can I give users access to AI agents?
• For information on using AI Agent Studio, see How do I use AI Agent Studio?

Access requirements

To access the Oracle AI Agent Studio for Fusion Applications and manage SCM AI agents, users must be assigned a configured job role that contains these duty roles:

• SCM Intelligent Agent Management Duty (ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY and ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY_HCM – both duty role codes are required)
• Fai Genai Agent SCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY)

To interact with AI agents in product pages, users must be assigned a configured job role that contains this duty role:

• Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY) 

To allow users to interact with agents, you must also enable permission groups in the Security Console on those users’ configured job roles that contain the Fai Genai Agent Runtime Duty role. You can enable permission groups when you manage the basic information of your configured job roles.

Users' configured job roles must also contain privileges that allow access to the pages where AI agents are enabled.

See Access Requirements for AI Agent Studio (for administrators) and How can I give users access to AI agents (for end-users) for more information.

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

• Receiving Transaction Maintenance Duty (ORA_RCV_RECEIVING_TRANSACTION_MAINTENANCE_DUTY)

This duty role was available prior to this update.