Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

Date

What’s Changed

Notes

01 MAR 2016

Initial Document Creation

Overview

This guide outlines the information you need to know about new or improved functionality, including support for the Ideation to Commercialization business flow, in Oracle Supply Chain Management Cloud Release 11. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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Release Feature Summary

Some of the new Release 11 features are automatically available to users after the upgrade, and some require action from the user, the company administrator, or Oracle.

The table below offers a quick view of the actions required to enable each of the Release 11 features.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Innovation Management

Relationship Visibility

Simplified View of Requirement Dependencies in Relationship Summary

Create Requirement Specification within Requirement Specifications

Quick View Access to Requirement Approvals

Improved Requirement Specification Table View

One-stop Traceability Reporting

Current Resource Utilization from Agile PLM Projects

Expanded Visibility of Agile PLM Projects Details within Proposals

Innovation Management Dashboard

Innovation Management Analytics

Export Complete Proposal

Manage Work Items in Innovation Management

Product Development

Social Collaboration

Draft Items Support for Structures

Affected Object Maintenance

Workflow Visualization

View Attachment Changes

Manage Work Items in Product Development

User Interface Improvements

Product Hub

Use Files and Web Services to Upload Attribute Groups and Attributes

Use Import Maps to Assign Packs to Organizations

Use Easy Navigation To Product Hub Portal

Use Worklist Notifications To Track Supplier Product Uploads

Streamline Pack Hierarchy Import

Use Flexible Keyword Search

Use Rich Text Attributes

Use Longer Character Attributes

Use URL Attributes To Create Links To Data

Quickly View Changes To Multi-Row Attributes

Use Transaction Business Intelligence To Perform Analysis And Reporting on User-defined Attributes

Call Web Services From Product Rules

Include Audit Trail For Setup Business Objects

Ideation to Commercialization

In today’s competitive business environment, it’s critical for your organization to deliver successful products that provide a high return on innovation, offer a differentiated set of capabilities, and drive superior customer experience. Bringing highly profitable products to market requires that you excel at all aspects of the product introduction process, from identifying high-value ideas, to developing those ideas into the correct products, to commercializing those products effectively in your sales channels. Oracle Product Lifecycle Management Cloud and Oracle Product Master Data Management Cloud are suites of solutions that provide a single, integrated product record across the three tenets of a modern product value chain: innovate, develop, and commercialize.

These solutions help you transform fragmented product development processes into product value chains that are driven by information, with full visibility into product information, real-time social collaboration, and cross-functional capabilities that apply to the entire ideation to commercialization process. You can use the following products to support this important business process:

Innovation Management

Oracle Fusion Innovation Management enables you to build an innovation pipeline fueled by a steady stream of high-value ideas that can be translated into profitable offerings. Investment scenarios can be evaluated in terms of business objectives such as, revenue, cost, profit, and resource constraints, to determine the best opportunities to commercialize, and eliminate scenarios and product proposals that do not fit with the strategy. In addition, ideas can be translated into concepts and detailed product requirements.

In Release 11, Innovation Management introduces enhancements in the following areas:

User interface improvements include the following:

Increased Visibility with Bi-Directional Product Record Linkage

Relationship Visibility

In Release 11, the relationships between Innovation Management and Agile PLM entities are bi-directional. An association between an Agile PLM item and a requirement displayed in Innovation Management is also displayed on the item object in the Agile PLM application.

When a new revision or a new version is created, the relationships from the previous revision or version are carried forward. You can choose to see all the revisions or just the latest revisions of related objects.

Additional Information tab showing revisions of related objects

If a requirement was changed as a part of a new version, a blue dot appears next to it in the item-relationships view within the Product Development work area.

Item-relationships view

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guides on the Oracle Help Center:

Expanded Requirements Management

Simplified View of Requirement Dependencies in Relationship Summary

You can now view the dependencies and relationships for requirements in a single page.

Relationship Summary view

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Create a Requirement Specification Within a Requirement Specification

You can now author a requirement specification within a specification. You have the option to either create a requirement or a requirement specification when you are in the context of a requirement specification.

New options within a requirement specification

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Quick View Access to Requirement Approvals

A new action in the Actions menu allows you to view the approval history of a submitted or approved requirements specification without having to navigate back to the worklist.

View Approvals action in the Actions menu

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Improved Requirement Specification Table View

You can now edit attributes directly within the requirement specification table. You can also edit the description in this view and export it.

Edit attributes directly in the Requirement Specification Table View

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

One-Stop Traceability Reporting

In Release 11, you can export the traceability report in CSV and HTML formats as well as XML format. In the HTML format, unfulfilled requirements and test cases are highlighted. In addition, custom attributes defined for requirements are also displayed in the report.

Traceability report in HTML forma

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Sustainable Proposal Management

Current Resource Utilization from Agile PLM Projects

You can now bring the actual resource pool utilization from one or more associated Agile PLM projects to the Resources tab of a proposal using the Refresh icon. A time stamp is also captured, marking the latest refresh.

Timestamp on Resources tab to mark latest refresh

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Expanded Visibility of Agile PLM Projects Details Within Proposals

Within a proposal, you can now view additional attributes related to costs and other key project information to evaluate the state of the project. These attributes are:

Additional Information tab of a proposal

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Innovation Management Analytics

Innovation Management Dashboard

A new Innovation Management dashboard in Release 11 provides you with the count and cycle time of ideas, requirements, proposals, concepts, and portfolios.

Requirements tab of the Innovation Management dashboard

Steps to Enable

No steps are needed to enable this feature.

Use Innovation Management Analytics

You can create ad-hoc reports to obtain the counts, cycle times, and aging of:

Innovation Management reports

Steps to Enable

No steps are needed to enable this feature.

Export Complete Proposal

You can now export all proposal information into a PDF or Word document. All metrics enabled for the proposal are also included in the export.

Export action in the Actions menu of a proposal

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Manage Work Items in Innovation Management

In Release 11, you can associate work items such as concepts, proposals, and requirements with a Project Portfolio Management task. The work items trigger the project tasks to completion based on their status changes. These associations can be managed from within a project.

Manage Project Plan page in Project Portfolio Management

Manage Work Items dialog in Project Portfolio Management

They can also be managed from the Manage Work Items page.

Add Work Item dialog

The work item associations can also be viewed from the Relationships table in Innovation Management.

Relationships table in Innovation Management

To view additional task details, you can hover over the project task name.

Task details

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Product Development

Oracle Fusion Product Development enables companies to accelerate the time to market for new products by synchronizing and managing product development data and processes.

Product Development enables you to manage items and bills of materials, with the help of the following:

In Release 11, Oracle Fusion Product Development introduces enhancements in the following areas:

Item Management

Social Collaboration

You can start an Oracle Social Network conversation through invitation while in the context of an item or a change order. Use the Audit trail capability to keep track of the conversation.

OSN conversation on an item

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Draft Items Support for Structures

You can assign draft items or items in the design lifecyle phase to a structure of the item that is in the production lifecycle phase.

You can create an item in a non-new item request class and edit it like a preliminary part in Agile PLM.

Note: Deployment should hide the Approval Status which is a reflection of the new item request status.

You can edit a part until it is placed on a change order and then released through a change order. Once it is placed on a change order, every other change can be made through change orders only.

Create item from Structure table

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

New Item Request Status on Items

On the Edit Item page, you can now see the new item request number and approval status for a new item request.

Edit Item page showing approval status

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Change Information for Item Object

You can navigate between a change-focused view and an item-focused view. In the Changes View, you can review the changes related to the current item structure, while in the Items View you can review the details of the items in an item structure as well as their associated change orders.

Item view is a flipped view. All structure items appear in a flat list on the left, and all changes associated with each item appear on the right. Changes view shows change orders on the left and affected items on the right. Changes view is the default view as you navigate from the infotile to the panel below.

Items View

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Change Management

Affected Object Maintenance

From the Change Order - Affected Objects list, you can launch the table view of the edit screen in order to edit all of the affected items in one view.

Select and Add dialog with multiple items selected

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Workflow Visualization

In a change order workflow, you can easily identify the current status as it is highlighted in blue. In addition, you can select any status in the workflow to view details such as the history and approvers. The status you select is accentuated by a blue frame around the box.

Current status highlighted in change order workflow

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

View Attachment Changes

Redline information for attachment changes such as addition or deletion of attachments is now supported. As the result, the Summary of Changes region displays attachment changes and the calculation for the redline counts includes attachment changes.

Summary of Changes

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guides on the Oracle Help Center:

Manage Work Items in Product Development

In Release 11, you can associate work items such as items and change orders with a Project Portfolio Management task. The work items trigger the project tasks to completion based on status change of a change order and lifecycle change of an item. These associations can be managed from within a project.

Manage Project Plan page in Project Portfolio Management

They can also be managed from the Manage Work Items page.

Add Work Item dialog

The work item associations can also be viewed from the Relationships table in Product Development.

Relationships table in Product Development

To view additional task details, you can hover over the project task name.

Task details

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

User Interface Improvements

Several improvements have been made to the user interface in Release 11:

Collapsible infotiles

Steps to Enable

No steps are needed to enable this feature.

Key Resources

For more information, refer to the following Release 11 guide on the Oracle Help Center:

Product Hub

Oracle Fusion Product Hub centralizes product data across heterogeneous systems so that it can create a blended product master record that is clean, standardized, accurate, and current. From products that you manufacture internally to finished goods that you source from suppliers, Product Hub enables you to aggregate, enrich, and share product data for various manufacturing and omni-channel commerce processes. Use robust business rules and workflows to make sure the data that you share across the enterprise is clean, complete, and valid.

Data Setup

Use Files and Web Services to Upload Attribute Groups and Attributes

In addition to Value Set values, you can now mass upload the following key business object configurations using CSV data files.

Previously, you could mass upload only Value Set values using CSV files. Value Set definitions and user-defined attributes (Item Extensible Flexfields or EFFs) definitions had to be created through the user interface only. With this enhancement, in addition to the user interface, you can also use CSV file uploads to create the definitions. The CSV-based upload makes it easier to assemble and upload the said business object definitions and values using commonly available office productivity tools such as spreadsheets. This helps you accelerate implementation of Oracle Fusion Product Hub and adopt item attribute changes.

The following screen capture illustrates the feature and its benefits.

Manage Extensible Flexfields UI showing upload of Value Set, Attribute and Attribute Group definition

Steps to Enable

  1. Prepare the Value Set definition, Attribute Group definition, and Attribute definition in the specified CSV file format. Refer to the Key Resources section for documentation on this feature.
  2. From the Navigator menu, choose Tools, and then select File Import and Export. Upload your data file into the UCM folder using scm/item/import as the account.
  3. Navigate to the Setup and Maintenance work area.
  4. Search for the Manage Extensible Flexfields task.
  5. In the Actions menu, choose Import.
    1. Choose scm/item/import as the account.
    2. Specify file names for value set (value set definition), context (attribute group definition) and segment (attribute definition).
    3. Click Upload.

This creates the attribute group, attribute and value set definitions.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Data Consolidation

Use Import Maps to Assign Packs to Organizations

You can now use item batches to assign pack structure to child organizations.

Prior to this enhancement, using item batches, you could import a pack structure only to the master organization. Any additional assignments to child organizations could be done only through the Manage Items page. This enhancement makes it easier for you to assign a large number of pack structures to a master organization and to the child organizations in a single item batches import.

The following screen capture illustrates the feature and its benefits.

Manage Import Maps page showing child organization assignment

Steps to Enable

  1. In the Product Information Management work area, open the Manage Import Maps task.
  2. Map target item attributes to the source data column.
  3. Map target Pack Common Organization attribute to master organization (or equivalent) column from the source data file.
  4. Map target Organization attribute to child organization (or equivalent) column from the source data file.
  5. Import the pack structure using the Manage Item Batches functionality.

Tips and Considerations

Use Easier Navigation to Product Hub Portal

Suppliers no longer have to navigate to Oracle Fusion Product Hub Portal to access Product Upload and Product Upload Schedules. You can directly access these pages from the Oracle Fusion Supplier Portal.

The following screen capture illustrates the feature and its benefits.

Manage Product Uploads and Manage Product Upload Schedules tasks in Supplier Portal work area

Steps to Enable

No steps are needed to enable this feature.

Use Worklist Notifications to Track Supplier Product Upload status

Your suppliers can now manage product uploads and track status using a single user interface. When they perform product uploads, in addition to receiving email notifications, they can see the upload status posted as a worklist notification in the Supplier Portal work area.

The following screen capture illustrates the feature and its benefits.

Supplier Portal work area with Product Upload status notifications

Steps to Enable

No steps are needed to enable this feature.

Streamline Pack Hierarchy Import

Use enhanced validations to streamline how you import a pack hierarchy with multiple branches. For example, an “Each” item can belong to Case 1 and Pallet 1, and also belong to a different pack configuration in Case 2 and Pallet 2. Use enhanced pack validations to make sure that the entire hierarchy does not fail if one of the branches does not pass the required validations.

Steps to Enable

No steps are needed to enable this feature.

Data Maintenance

Use Flexible Keyword Search

You can now perform powerful targeted searches using keywords within your own list of searchable item attributes. In the searchable attributes list, you can include multiple attributes, both pre-defined operational attributes and user-defined attributes (Item Extensible Flexfields).

For keyword search, Oracle Fusion Product Hub provides a pre-defined list of searchable attributes. The list is made up of Item Number, Item Description, Long Description, and Item Class, the four commonly searched attributes. If your search requirements need to be even more targeted, then you can add any of the attributes belonging to the following attributes groups to the search list.

Searching within a tailored search list yields a narrow set of results that closely matches your search expectation, leading to productivity improvement and better user experience.

The following screen capture illustrates the feature and its benefits.

Searching for items using an EFF attribute as keyword in the Manage Items page

Steps to Enable

  1. In the Navigator, click Setup and Maintenance.
  2. Search for the Manage Item Keyword Search Attributes task.
  3. Add or drop item attributes that are of search interest for your business.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Use Rich Text Attributes

You can now use rich text formatting, such as bold, italic, or indenting, for user-defined attributes (Item Extensible Flexfields). When you share the EFF data across multiple systems, along with the EFF attribute values, its rich text formatting is also shared. This makes it easier to publish well formatted documents such as marketing catalogs and user guides with consistency, using tools like BI Publisher.

The following screen capture illustrates the feature and its benefits.

   

Installation instructions maintained in EFF with Rich Text formatting, displayed in the Manage Items page

Steps to Enable

  1. In the Navigator, click Setup and Maintenance.
  2. Search for the Manage Item Attribute Groups and Attributes task.
  3. Define your Character Attributes and set the Display Type to Rich Text Editor.
  4. Click Save and Close.
  5. Associate the Attribute Group to the Item Class.
  6. Deploy Extensible Flexfields.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Use Longer Character Attributes

We have made it easier to store large-sized character data in user-defined attributes (Item Extensible Flexfields). The character limit is raised from 150 to 4000 characters. The increased attribute size is available to both translatable and non-translatable EFF character attributes. The following screen capture illustrates the feature and its benefits.

   

Manage Items page showing an EFF attribute storing a large list of patents

Steps to Enable

  1. In the Navigator, click Setup and Maintenance.
  2. Search for the Manage Item Attribute Groups and Attributes task.
  3. Define your Character Attributes and set the Value Set Maximum Length as 4000.
  4. Click Save and Close.
  5. Associate the Attribute Group to the Item Class.
  6. Deploy Extensible Flexfields.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Use URL Attributes to Create Links to Data

You can now store clickable URLs in user-defined attributes (Item Extensible Flexfields).

Prior to this enhancement, you could store the URLs as text values in item attributes. To access the URL resource, you had to open a browser window and manually copy and paste the URL. With this enhancement, users can enjoy the advantage of accessing the relevant web pages directly from the item attribute itself by clicking the link.

The following screen capture illustrates the feature and its benefits.

   

Link to User Guide (an URL attribute) seen in Manage Items page

Steps to Enable

  1. In the Navigator, click Setup and Maintenance.
  2. Search for the Manage Item Attribute Groups and Attributes task.
  3. Define your character type Attributes and set the Display Type as Static URL.
  4. Click Save and Close.
  5. Associate the Attribute Group to the Item Class.
  6. Deploy Extensible Flexfields.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Data Governance

Quickly View Changes to Multi-Row Attributes

This enhancement supports redlining of changes in multi-row EFF attribute values in change orders.

Prior to this enhancement, for multi-row EFF attributes, the change orders indicated attribute value changes by displaying textual indicators, using words like ‘Delete’. With this enhancement, in addition to the textual indicators, the old values of the EFF attribute are displayed with a red overstrike. This helps reviewers to easily spot the changes made to the multi-row EFF attributes.

The following screen capture illustrates the feature and its benefits.

   

Changes to the country of origin seen in the Manage Change Orders page

Steps to Enable

No steps are needed to enable this feature.

Use Transactional Business Intelligence to Analyze and Report on User-Defined Attributes

You can now enable any EFF attribute to be available in the standard Oracle Transactional Business Intelligence (OTBI) report builder. This enables you to create OTBI analytical reports containing a mix of pre-defined operational attributes provided by Oracle Fusion Product Hub and EFF attributes that are specific to your business.

The following screen capture illustrates the feature and its benefits.

BI Report including pre-defined attributes (Item Number) and EFF attribute (Processor, Clock Speed)

Steps to Enable

  1. In the Navigator, click Setup and Maintenance.
  2. Search for the Manage Item Attribute Groups and Attributes task.
  3. Define your Item Attribute and set it as BI Enabled.
  4. Click Save and Close.
  5. Associate the Attribute Group to the Item Class.
  6. Deploy Extensible Flexfields.
  7. Execute ESS job Import Oracle Fusion Data Extensions for Transactional Business Intelligence.
  8. Select attributes from the pre-defined subject area and create the analysis or report.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Call Web Services from Product Rules

You can now use Item Rule Sets to leverage data or complex business rules hosted on your on-premise systems or third party systems.

Prior to this change, Item Rule Sets could access only the data residing in Oracle Fusion Applications Cloud instance. Now you can use Item Rule Sets to source your item attribute values from a distributed set of information systems. You can also take advantage of complex business rules that might be operational in external systems, contributing to improved data quality.

The following screen capture illustrates the feature and its benefits.

Item Rules page showing the web service being used in the item Rule

Steps to Enable

  1. In the Navigator, click Setup and Maintenance.
  2. Search for the Register Item Rules Integration task and double-click to open.
  3. Register the web service.
  4. Click Save and Close.
  5. In the Product Information Management work area, open the Manage Item Rule Sets task.
  6. Reference the registered Web Service in the Rules.
  7. Click Save and Close.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

Include Audit Trail for Setup Business Objects

We have extended Audit Trail coverage to the configuration of the following key business objects, to further strengthen your data governance over master data definition.

Prior to this enhancement, although you could audit item attribute value changes, you could not easily trace changes made to the configuration of attribute groups and value sets themselves. With this enhancement, you can choose to audit changes to the business object definition. These business object definitions determine key aspects of an item such as which attributes are captured, characteristics of data (for example: value boundaries, optionality, defaults), and access restrictions (View/Edit privileges).

Steps to Enable

No steps are needed to enable this feature.

Tips and Considerations

Key Resources

For more information, refer to the following Release 11 documentation:

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