Update 19A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

Locate and use your Oracle Supply Chain Management Cloud work areas under new headings in the Navigator, and new group icons on the home page. The new headings and group icons in this update are Order Management and Supply Chain Execution. Removed headings and group icons are Costing, Manufacturing, and Quality Management.

Product Hub

Configure Item Keyword Index

Configure the item keyword index based on organizations, languages, or attributes utilized by your organizations. This gives your users a faster search experience, improved background index management and improved item import performance by controlling which organizations, languages, and attributes are indexed.

Access Worklist from the Task Panel

Access your worklist faster by clicking the Manage Worklist task directly from the Tasks panel. When you select the Manage Worklist task, the Worklist page opens in a new tab within the Product Information Management work area.

Manage Functional Area Catalogs Using the Manage Catalogs Tasks

Create and manage all catalogs from either the Manage Catalogs or the Manage Functional Area Catalogs task. You can now assign any catalog to a functional area as long as the catalog meets its functional area rules. You can also manage those catalogs that are removed from functional area assignments. If you no longer require data security on a private catalog, it can be converted back to a public catalog.

Enhance Item Security Configuration

Add data security to item classes that require controlled access. Public items are accessible by all users. Product Managers can optionally alter the default settings for any item class to restrict access as needed. The default setting provides unrestricted access to items. Privileged users can now maintain the privacy of item classes in the Manage Item Class task.

Leverage Publication Framework Improvements

Publish XML schema definitions as a part of the publication payload to support integration initiatives. In addition, you can choose to run jobs sequentially versus in parallel based on your previous payload system resource requirements. Publish objects based on a date range or elect to publish a full extraction of objects irrespective of date. You can also elect to continue a publication upon a job failure or cancel long running publication jobs. 

Manage Substitute Components with Web Services

Build powerful integrations by enhancing standard functionality with a project-specific extension. You can now query and update substitute components in item structures programmatically, and if needed, apply logic to a substituted component.

Configure New Item Request Email Approval

Configure your New Item Request email approval notification with a Business Intelligence Publisher (BIP) template. You can now organize and design key information in a way that is easier for your users to review.

Analyze Component-Level Structure Details Using Oracle Transactional Business Intelligence

Expand your view of component structures and gain insight into component level details for your primary and alternate structures using Oracle Transactional Business Intelligence. In addition, you can now export your primary and alternate component structures into a spreadsheet or CSV file, and import them to external resources that may not have a direct access to Product Hub.  

Filter Item Where-Used Query by Structure Levels for Faster Analysis

Specify which level of a given item structure you want to run the where-used query for: first level, top level or all levels. Use these filters to quickly focus on the right level of the structure and analyze the usage of components at various item structure levels.

Copy Change Orders to Quickly Create New Changes

Copy a change order using the Save As action to create a new change order of any type. You can copy from a non-revision change order or engineering change order. You can copy to a non-revision change order, engineering change order or a commercialization change order. You can also copy the details of an existing change order, such as affected items and attachments. After the copy is created, you can add the descriptive flexfields and security details.

Create Change History Reports Using Oracle Transactional Business Intelligence

Create audit reports to enforce compliance policies. Use the Change History subject area in Oracle Transactional Business Intelligence (OTBI) to analyze and gain insight into the list of change orders that are in a particular status, such as approval, using the last update or last action taken on the change order. You can also trigger OTBI alerts to stay informed about the latest updates to your change orders. Additionally, you can calculate the cycle time between any two events recorded in the change history to gain insight into the change order process.

Resolve Revision Conflicts for Proper Sequencing of Change Orders

Detect and resolve revision conflicts to avoid stuck changes caused by improper sequencing. You can check the correctness of old revisions before change order status change. The application refreshes the old revision of an affected object, and prompts you to select the correct revision based upon the planned effective date of that object.

Quality Management

Create Issue or Action from an Item in Product Development

Create a quality issue or action directly from the item page in Product Development. After you create the issue or action, the item is automatically added as an affected object.

Search Across Product Hub Organizations to Add Items as Affected Objects on Issues and Actions

Use extended search capabilities when assigning items as affected objects. In the past, search was limited to the default master organization; you can now search and relate items across organizations.

Use Save-As Action to Carry Forward Attachments and Affected Objects

Use the extended Save-As functionality on quality issues and actions to create a new object of a different type and workflow. The original issue or action is automatically related to the new object. Attachments and affected objects are also automatically carried forward. 

View Creator and Assignee on Security Tab

View the creator and the assignee of a quality issue or action on the Security tab, along with the complete list of users and roles with access to the object.

Associate Resource Instances and Add Serial or Lot Numbers to Affected Items Using REST Services

Use enhanced REST APIs to log quality issues or actions from external applications. You can now associate the resource instance for an affected manufacturing resource and add the serial or lot numbers of affected items using a REST service. 

Perform Ad Hoc WIP Inspection from Dispatch List

Drill down on the dispatch list to optionally inspect work in process (WIP) or the product in a work order operation. You can create and complete ad hoc WIP inspection in the context of the work order operation without completing the operation on the dispatch list.

Innovation Management

Get Insights into Idea Team Using Transactional Analytics

Measure team member involvement for ideas and enable Oracle Transactional Business Intelligence alerts for updates.  Use the new metrics and dimensions added to the Idea subject area to get complete team member details such as names and email addresses.

Use Proposal Conversion Rate to US Dollar in Proposals Real-Time Subject Areas

Aggregate cost and revenue across multiple proposals created in various currencies with the help of a new attribute: Proposal Conversion Rate to US Dollar. This attribute is available in the Proposals Real-Time subject areas. 

Avoid Deletion of Approved Proposals

Ensure that you preserve an audit record of product proposals that are funded and approved. The Delete action is now removed from the Actions menu of Approved proposals.

Manage Requirements Using REST Services

Integrate with external systems, such as test execution systems using REST web services to improve your management of requirements, requirements specifications, and their respective attachments.  You can now create, read, update, and manage attachments on requirements and within a requirement specification.   

Configure Criteria-Based Layouts for Requirements

Configure multiple layouts for requirement lines to address different business needs. Layouts can be configured to show or hide certain fields and tabs based on criteria defined in Application Composer.   

Display Concept Structure Configured Attributes on Concept Right Pane

View all of your configured attributes related to a concept or structure within its right pane. You can perform all the necessary configuration and implementation directly in Application Composer. 

Automatically Create Items When Converting from Concept Components

Prevent the creation of unused items when converting components or concepts into items. With this update, the item is automatically created and displayed in the concept structure and within Product Development.

Product Development

Filter Item Where-Used Query by Structure Levels for Faster Analysis

Specify which level of a given item structure you want to run the where-used query for: first level, top level or all levels. Use these filters to quickly focus on the right level of the structure and analyze the usage of components at various item structure levels.

Manage Changes with REST or SOAP Services and Status Business Events

Use Change REST services to integrate with upstream and downstream applications and automate the creation, update, or deletion of change requests. You can also create affected item lines and manage security for change request objects and types. Additionally, you can manage and assign team members to change orders.

Use Change SOAP services to redline extended flexfields and create affected item lines.

Use Change Status business events to trigger integration services at each change workflow status. You can trigger independent processes after each status change.

Search for Manufacturer Part Numbers Using Descriptive Flexfields

Perform searches for manufacturer part numbers using descriptive flexfields as search criteria. You can use descriptive flexfields to define specific details for manufacturer parts and use these to get more focused search results.  These flexfields appear as columns in the search results table so that you can view the values of these configured attributes across multiple manufacturer parts.

Create Change History Reports Using Oracle Transactional Business Intelligence

Create audit reports to enforce compliance policies. Use the Change History subject area in Oracle Transactional Business Intelligence (OTBI) to analyze and gain insight into the list of change orders that are in a particular status, such as approval, using the last update or last action taken on the change order. You can also trigger OTBI alerts to stay informed about the latest updates to your change orders. Additionally, you can calculate the cycle time between any two events recorded in the change history to gain insight into the change order process.

Define and Manage Changes Efficiently

Manage change requests and change orders more efficiently with the enhancements added in this update. You can use copy and paste to add or remove affected items, and skip adding a long description during change creation. You can also ensure approvers are defined for an approval state before change order promotion, to prevent stuck change orders.

Copy Change Orders to Quickly Create New Changes

Copy a change order using the Save As action to create a new change order. You can copy from, or to, a non-revision change order or engineering change order. You can also copy the details of an existing change order, such as affected items, attachments, and relationships. After the copy is created, you can add the descriptive flexfields and security details.

Define Additional Attributes on Change Headers

Define additional attributes for change order and change request headers to capture more details required to process the change. You can add additional attributes for character, number, date, and time fields.

Share Item Attachments and Manufacturer Part Attachments with Your Suppliers

Grant your suppliers access to view and download item and manufacturer part attachments directly from the Supplier Portal.

Assign Approval Privilege to Key Users of Your Change Management Process

Use the Approval privilege to ensure that only select users can be added as approvers on your change orders and change requests. 

Upload Structures and Attachments to Cloud from Your On-Premise CAD Solution

Use CAD for Cloud to integrate an on-premise Oracle Design Vault with PLM Cloud, and relate designs to Product Development items. You can also publish attachments and structures to Oracle Product Development Cloud.

Use Direct Edit Mode to Update Item Attachment Attributes

Activate the Direct Edit page to enable easy editing of all applicable fields for attachments. Use this feature to quickly update the attributes of multiple item attachments.

Validate Changes Before Promoting to Approval State

Validate your change content before you submit it for approval.  Execute the same validations that would be run in the Scheduled state of the change and stop promotion to the approval state until errors are rectified. 

Redline and Display Approved Manufacturer List Descriptive Flexfields

Redline descriptive flexfields on the Approved Manufacturer List (AML) and display these on the list view of the change order. 

Obsolete Child Components from Obsolete Parent Item Structures

Obsolete a child component in a structure from a parent item that is obsolete. You can also perform an item where-used query for the obsolete component so that the traceability and history is maintained for the structures in which the component was used.

Manage Substitute Components with Web Services

Build powerful integrations by enhancing standard functionality with a project-specific extension. You can now query and update substitute components in item structures programmatically, and if needed, apply logic to a substituted component.

Import Descriptive Flexfield Attributes for Structures

Import descriptive flexfield attributes for item structures using File-Based Data Import (FBDI).

Resolve Revision Conflicts for Proper Sequencing of Change Orders

Detect and resolve revision conflicts to avoid stuck changes caused by improper sequencing. You can check the correctness of old revisions before change order status change. The application refreshes the old revision of an affected object, and prompts you to select the correct revision based upon the planned effective date of that object.