Approve dispense transactions using Electronic Records and Electronic Signatures

Redwood Platform

Dispense transactions must be reviewed and signed before they update production records, especially in regulated environments. This feature enables Electronic Records and Electronic Signatures (ERES) approval for dispense transaction confirmation, including reverse dispensing.

Key Capabilities:

• Capture electronic signatures when a dispensing transaction is completed.
• Include container details, measurements, instruction acknowledgments, transaction details, batch, ingredient, and product in the e-record.
• The transaction stays in In Approval status until the signatures are complete.

The in-line approval for the dispense transactions is initiated once the operator completes the dispensing measurements.

Submit dispense transaction for approval

The approval task includes the details of the dispense transaction and an electronic record that contains the dispensing information and the instruction tasks followed by the operator.

Dispense transaction approval

Dispense transaction electronic record

Approval of dispense transactions using ERES provides the following benefits:

• Ensures critical dispensing transactions are verified before being processed.
• Improves traceability for measured quantities and container details.
• Supports compliance for forward and reverse dispensing.

Steps to enable and configure

1. In the Setup and Maintenance work area, search for and select the Configure Electronic Signature Preferences task.
2. On the Configure E-Signature Organizations page, select the inventory organization/plant where you would be dispensing materials.
3. Enable the Material Dispense Approval transaction.

   

   Configure material dispense approval

4. After you enable electronic signatures for a transaction, define configurable business process rules in Oracle Business Process Management using the Manage Task Configurations for Supply Chain Management task.
5. Use the Manage Approval Groups task in the Setup and Maintenance work area to determine the approvers for each transaction. The task name is MaterialDispenseApproval.

Tips and considerations

• Approvals are made in-line for instruction confirmations.
• If rejected, the dispensing transaction must be restarted.
• Approval rules can use attributes such as organization, subinventory, dispense area, booth, operator, product, material, item category, and transaction type.

Key resources

• Oracle Fusion Cloud SCM: Refer to the Using Manufacturing guide, available on the Oracle Help Center.
• Oracle Fusion Cloud SCM: Refer to the Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center.
• Oracle Fusion Cloud SCM: Refer to the What's New documentation for Dispense Materials to Batches, available on the Oracle Help Center.

Access requirements

If you are using custom job roles, then you need to validate that you have the previously delivered privilege listed.

Privilege status	Privilege name and code
Previously delivered	Dispense Materials to Work Orders WIP_DISPENSE_MATERIALS