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:

Date	Feature	Notes
27 MAR 2019	Perform Ad Hoc WIP Inspection from Dispatch List	Updated document. Delivered feature in update 19A.
25 FEB 2019	Configure Item Keyword Index	Updated document. Revised feature to correct privilege name details.
15 FEB 2019	Access Work Areas in Reorganized Navigator Groups and Group Icons	Updated document. Delivered feature in update 19A.
21 DEC 2018		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. 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.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Optional Uptake of New Features (Opt-In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt-in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt-In for any feature that you want to opt-in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt-In.
3. On the Opt-In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt-in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

Feature Summary

User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

To support a more consistent and logical grouping of Oracle Supply Chain Management Cloud work areas, this update includes a reorganized Navigator, plus changes to the group icons on the home page.

In this update, a new Order Management heading in the Navigator and group icon on the home page includes the following work areas:

• Order Management
• Pricing Administration
• Global Order Promising
• Service Logistics

A new Supply Chain Execution heading and group icon includes the following work areas:

• Work Definition
• Work Execution
• Maintenance Management
• Quality Management
• Inventory Management
• Cost Accounting
• Receipt Accounting
• Fiscal Document Capture
• Electronic Records
• Financial Orchestration
• Supply Orchestration

In addition, the Supply Chain Collaboration work area has moved to the Supply Chain Planning heading and group icon, and the Collaboration Messaging work area has moved to the Tools heading and group icon.

The Costing, Manufacturing, and Quality Management headings and group icons that appeared in previous updates are no longer available.

The new group icons on the home page are easy to identify:

Order Management and Supply Chain Execution Group Icons 

And so are the new headings in the Navigator:

Order Management and Supply Chain Execution Headings in the Navigator

Steps to Enable

No steps are required to enable this feature.

Product Hub

Configure Item Keyword Index

You can now control the indexing of items in multiple organizations and in multiple languages to improve the performance of the item keyword index process. The existing indexing process currently creates indexes for all organizations and languages, which is often not necessary. It increases the size of the keyword index and lengthens the time to rebuild the keyword index.

The Manage Item Keyword Search Attribute page now restricts access to only those users or groups that are assigned the privilege named Manage Item Keyword Search Organizations and Languages (EGP_MANAGE_ITEM_KEYWORD_ORG_LANGU). With this privilege, you can edit data that controls the organizations and languages that are indexed for all items. The current status of the indexing of an item attribute is displayed in the Index Change Status field, and has one of the following values:

• Complete: The index has run and completed successfully. The Last Indexed value indicates the date and time the index completed. 
• Pending: Changes have been made to the index configurations and index needs to be run.
• Running: The index program is currently running.
• Scheduled: The index program is scheduled to run.

The item keyword index values for existing customers remain the same after this update. Only the items for the master organization and base language will be indexed for all new customers.

Control Organizations and Languages Used in Index

Steps to Enable

To edit data that controls the organizations and languages that are indexed for all items, you must be assigned the privilege named Manage Item Keyword Search Organizations and Languages (EGP_MANAGE_ITEM_KEYWORD_ORG_LANGU). Only users and groups that are assigned this privilege can use the Manage Item Keyword Search Attribute page to edit the data.

Security administrators need to add this privilege to configured job roles to allow access to the edit operations.

Role Information

• Privilege Name and Code:
  • Manage Item Keyword Search Organizations and Languages (EGP_MANAGE_ITEM_KEYWORD_ORG_LANGU)

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
  • Product Manager (ORA_PRODUCT_MANAGER_JOB)

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 Worklist UI accessed from the Task Panel

Steps to Enable

No steps are required to enable this feature.

Role Information

• Privilege Name and Code:
  • Manage Item Work List  (EGP_MANAGE_ITEM_WORK_LIST)

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Manage Functional Area Catalogs Using the Manage Catalogs Tasks

A single user interface is now provided for the search and management of all catalogs. This interface is available in both the Oracle Setup and Maintenance application through the Manage Functional Area Catalogs task and from the Items page in the Product Information Management work area using the Manage Catalogs task. You can use the enhanced search capabilities to enter partial strings and have suggested results displayed. The search result allows you to perform actions on catalogs. The assignment of catalogs to functional area is simplified by using the Assign action on a selected row. A new column, Functional Area, has been added to the search results to display existing functional area assignments for the catalog. You can also use the Functional Area column to manage functional area assignments by selecting the edit icon.

Catalog data security has also been enhanced to provide the ability to change a private catalog that has data security enabled to a public catalog with no data security. The catalog owner can make this change by selecting the Public check box in the catalog details.

Enhanced User Interface

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Each functional area has a specific set of seeded rules. Any catalog can be assigned to a functional area as long as the catalog configuration passes the functional area rule validation.

Role Information

To use this feature, the following privilege or role is required:

• Privilege Name and Code:
  • Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)

• Duty Role Name and Code:
  • Product Model Administration (ORA_EGP_PRODUCT_MODEL_ADMINISTRATION_DUTY)

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Enhance Item Security Configuration

Item data security management has been enhanced to provide a new set of capabilities that extend existing data security modeling. You can now secure items by entering data security grants only for the item or set of items that require security. The remaining items will be accessible to all users.

Prior to this update, item data security had only a single state in which data security must be entered to access items. With this update, item data security is enhanced to provide a second state where no item data security must be entered for the items and all users have access to the items.

For new installations, the Root Item Class is always public, where you can create items without entering data security. In this update, you have the option of modeling the item data security by deciding on which items will be accessible to all users and which items require restricted access. You can model the items that are available to all users by creating item classes under the Root Item Class that are public. In public item classes, all items will be public. You need to enter data security grants to control access to user-defined attribute groups for the items.

You can model the items that require restricted access by defining item classes under the Root Item Class and making these item classes private.  In private item classes, all items are private. You need to enter data security grants for both the item content and the user-defined attribute groups.

Prior to this update, you could model data access requirements by creating a duplicate item class and provide different data security grants for the items created within these item classes. With this update, you can use a single item class for the product classification, but apply data security to only the items that require data access control. For example, you are introducing a new tablet product into an existing line of tablets and this new item require limited access for a brief period. Previously, you had to create a new item class and duplicate the existing set up for the existing tablet item class. In this update, not only you can use a single, public item class for tablets, but also restrict the access to the new tablet item by making only the tablet item as private.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Review which items require restricted access, the item classes for these items can be made private where other item classes can be made public.

Role Information

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
  • Product Manager (ORA_PRODUCT_MANAGER_JOB)

Leverage Publication Framework Improvements

With this update, the publication framework has been enhanced to support some new features. These features are available as UI options in the Schedule Publication page.  Here is a summary of the enhancements:

• Publish from Date and Publish to Date: The Criteria Data field has been replaced with two separate fields that allow you to enter a date range by selecting criteria in the Publish from Date and Publish to Date fields.

• Publish All Records: For initial synchronization of systems, sometimes it is necessary to publish a complete set of content for an object. This new option allows you to publish the complete set of records for the selected publication object. Depending on your record volume, it may generate a large number of records.

• Generate XSD: The definitions for some of the objects, such as user-defined attribute group, is dynamically generated by the system when you define the metadata. The Generate XSD option publishes a complete set of XSDs for all publication objects in the payload. The XSD content can then be used by integration processes when the publication payloads are used.

• Partial publication on failure: Before this update, if a failure occurred in a publication payload generation process, the entire payload used to fail. With this update, in case of a publication failure, the payload will continue to generate leaving the failed content out of the payload.

• Process Sequentially: With this option, you can control the running of publication jobs for the same spoke system. When you enable this option, and you submit two or more publication jobs for the same spoke system, the jobs will run sequentially. Otherwise, they will run in parallel.

Prior to this update the user could specify a folder to publish content to, with this update the Contribution Folder value for the publication criteria is now defaulted to the value of '/Contribution Folders/', and payloads are loaded into this single folder. This change is due to changes required by the Oracle WebCenter Content application.

Schedule Publication

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The Publish All Records option will publish the complete set of existing records for the selected objects. This option may generate a very large payload.

Key Resources

• Oracle Fusion Product Hub Publication Process White Paper (Doc ID 1933240.1).

Role Information

• Privileges
  • Publish Item (EGI_PUBLISH_ITEM_PRIV)
  • Publish Catalog (EGI_PUBLISH_CATALOG_PRIV)
  • Publish Item Class (EGI_PUBLISH_ITEMCLASS_PRIV)
  • Publish Trading Partner Item (EGI_VIEW_TRADING_PARTNER_ITEM_PRIV)

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
  • Product Manager (ORA_PRODUCT_MANAGER_JOB)

Manage Substitute Components with Web Services

With this update, you can now query and update substitute components programmatically and, if needed, apply logic to substituted components.

You can build powerful integrations and share data between applications more efficiently.  This update takes manual intervention out of the equation and therefore reduces possible error by allowing direct communication between the applications.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Change Management and Item Structure Management Readiness Training

Role Information

To use this feature, the following privilege or role is required.

Job Role Name and Code:

• Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
• Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
• Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Configure New Item Request Email Approval

Receiving New Item Request notification emails to approve or reject can make your data stewards job a lot easier if the relevant data to make decisions is accessible.  

With this update the New Item Request email approval notification can be configured with a Business Intelligence Publisher (BIP) template. 

This allows your data steward to organize and tailor key information in a way that makes it more accessible and easier for your users to review.

You can edit the new item request approval notification to add columns or attributes or add your own logo. The subset of attributes that can be exposed in the notification are:

• CO DFF Attributes
• Priority Code, Reason Code
• Creation Date, Implementation Date, Approval Date etc from CO
• Creation Date, Schedule Date, Cancellation Dates and comments From Affected Objects.
• Affected Objects DFF Attributes.

You can also extend the data model to include any additional attributes, if required.  You can extend the data model to other tables -- for example, to the Item table -- in case some item-related attributes are required.

Sample Email Notification

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Change Management and Item Structure Management Readiness Training

Role Information

• Privilege Name and Code:
  • Product Catalog Transaction Analysis Duty(FBI_PRODUCT_CATALOG_TRANSACTION_ANALYSIS_DUTY)
  • Generate Item Change Order Report   (EGO_GENERATE_ITEM_CHANGE_ORDER_REPORT_PRIV_OBI)

• Job Role:
  • Application Developer (ORA_FND_APPLICATION_DEVELOPER_JOB)
  • BI Administrator Role  (BIAdministrator)

Analyze Component-Level Structure Details Using Oracle Transactional Business Intelligence

With this update, you can expand your view of component structures and gain insight into component-level details for your primary and alternate structures.  Also, you can now export your primary and alternate component structures into a spreadsheet or a CSV file. The exported file can be viewed and utilized by external resources that may not have direct access to Product Hub.

This update allows your product steward to manage structures more efficiently by having a one-stop shop to manage their component-level data.  

OTBI Report to Show Alternate Structure

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Change Management and Item Structure Management Readiness Training

Role Information

Privilege Name and Code:

• Product Catalog Transaction Analysis Duty (FBI_PRODUCT_CATALOG_TRANSACTION_ANALYSIS_DUTY)

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

The Where Used feature for an item provides you an option to select the level at which  you want to administer the desired where-used search. You can use one of the three options for item-structure level to query from: First Level, Top Level, and All Levels. The First Level option is the default option and you can use it to find the immediate parent of items. Use the Top Level option to find out which top level assembly this item is being used in. Finally, if you want to know about all the other intermediate parents that this item is being used in, you can do so by selecting the All Levels option.

New options have been provided for this Where-Used information of an Item. By default, the system shows the First Level, which is useful for finding the immediate parent. A top level option is available if you are interested in finding out which top level assembly this item is being used in. Finally, if you want to know about all the other intermediate parents that this item is being used in, you can do so by selecting the All Levels option.

The three options allow you to have granular control over the query. You can focus on the precise level of the structure in order to analyze the usage of components at various item-structure levels. The item-structure levels are specifically useful when you have millions of line items in your item structure to query from.

The reference date, which is used to run the where-used feature is shown in the UI. The date is calculated automatically based on the item revision for which the where-used feature is run. 

Navigate to the Where Used tab of the item to see the newly introduced options.

Where Used Options

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Change Management and Item Structure Management Readiness Training

Role Information

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Copy Change Orders to Quickly Create New Changes

The creation of a change order with the same affected items as an existing change order can become redundant and task your resources unnecessarily.  Entering all of the same affected items including their attachments and relationships becomes a source of inefficiencies and an opportunity for error.

With this update, you can copy a change order using the Save As action to create a new change order. 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 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.

The enriched Save As action eliminates the need to rebuild a change order and minimizes the opportunity for errors. You now have a simplified process to realize productivity improvements.

Use Save As to Copy a Change Order

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Change Management and Item Structure Management Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Create Change History Reports Using Oracle Transactional Business Intelligence

There are many business or industry needs that require demonstration or proof of compliance for the change management process.

With this update, you can create audit reports to enforce compliance policies. Use the Change History subject area in Oracle Transactional Business Intelligence 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.

Change History Folder in Change Orders Subject Area

Obtain the latest status on all the in-progress change orders, along with last update information such as last updated date, author, and comments, in one single actionable analysis. You can also have this analysis set up as a Business Intelligence alert to stay informed about the latest updates to your change orders.

Sample Analysis Using Change History Content

Additionally, you can calculate the cycle time between any two events recorded in the change history to gain insight into the change order process and identify gaps or delays in your change system.

View Cycle Time Between Any Two Events

You can also review the change orders that were rejected.

View Rejected Change Orders

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Change Management and Item Structure Management Readiness Training

Role Information

• Product Catalog Transactional Analysis Duty (FBI_PRODUCT_CATALOG_TRANSACTION_ANALYSIS_DUTY)

Resolve Revision Conflicts for Proper Sequencing of Change Orders

Detect revision conflicts early during the scheduling and implementation of change orders pending for the same affected items.You are now alerted if the old revision of an affected item has changed before you implement your change order. This prevents stuck change orders due to incorrect sequencing and effectivity of new item revisions being implemented through a change order. You now receive an alert to choose the most current revision as you old revision baseline before you submit your change order for approval and subsequent implementation.

Steps to Enable

No steps are required to enable this feature.

Role Information

• Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

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, it's automatically related to the item.  This enables a more seamless flow between a problematic item and quality-related actions.

To create a quality issue or action, open the Actions menu on the item page and select Create Quality Issue or Create Quality Action.

Create Quality Issue from Item Page

Enter the key attributes of the issue or action in the Create dialog. Upon confirmation, an issue or action is created and the item is automatically added as an affected object.

Create Quality Issue Dialog

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Better Usability and Integration in Quality Issue and Action Management Readiness Training

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.

Click Select and Add on the Affected Objects tab to open a search page where you can search for items. The search results now show the organization the items are associated with. The search also returns items from organizations other than the default master organization.

Search Retrieves All Item Organizations

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The default master organization must be set up during Product Development configuration.

Key Resources

Watch Better Usability and Integration in Quality Issue and Action Management Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Quality Design Engineer 
  • Quality Analyst 

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

For certain business processes, you need to create a new quality issue from another quality issue, or a quality action from another quality action. This results in redundant manual data entry.  

Similar to the functionality provided for the creation of a quality action from a quality issue, the new Save-As functionality for a quality action automatically copies attribution, attachments, and affected objects, and relates it to the original source.  The Save-As functionality of a quality issue is also extended, and now lets you modify the type, select a new workflow, and copy over any attachments and affected objects in Draft status.

Reduce time and effort spent on manual data entry and resulting errors with this new functionality.

Change Type and Workflow in Save As Dialog

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Better Usability and Integration in Quality Issue and Action Management Readiness Training

View Creator and Assignee on Security Tab

While working on a quality issue or quality action, you now have full visibility into the restricted list of users and roles who have access to the object.  New enhancements extend the Security tab to include object creator and assignee information. You can now view the list of users and roles, as well as the creator and assignee in the Security tab, and make sure you have the right user assignments for the object.

View Creator and Assignee in Security Tab

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Better Usability and Integration in Quality Issue and Action Management Readiness Training

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

Quality processes often require the capture of data across multiple external applications.  Manual data entry increases the risk of inaccurate, incomplete data.  Use the enhanced Quality Issues and Quality Actions REST APIs to log quality issues or actions from external applications. You can associate the resource instance for an affected manufacturing resource and add the serial or lot numbers of affected items. You can also capture additional data on specific resource instances and serial or lot numbers, improve analytical insights, understand trends, and initiate targeted audit or corrective action to drive faster resolution.

Capture Resource Instance Details

Steps to Enable

Review the changes to the Quality Issues and Quality Actions services, and update your REST client as desired.

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.

Watch Better Usability and Integration in Quality Issue and Action Management Readiness Training

Perform Ad Hoc WIP Inspection from Dispatch List

Prior to this update, you could create an ad-hoc WIP inspection by navigating to the Create Inspection task and entering the inspection details and results. However, this navigation path requires that the context of the point of inspection such as work order, operation, and item be specified again before inspection results can be entered.

With this feature, a new icon to enter inspection details appears on the dispatch list, similar to the icons for reporting material and resource transactions. By clicking on the inspection icon for a specific row in the dispatch list, you can create an ad hoc WIP inspection in the context of a work order operation to inspect work in process at an intermediate operation or the product at the final operation. You can also specify the quantity to inspect and select the appropriate inspection plan in order to enter inspection results.

Compared to inline WIP inspection, ad hoc WIP inspection does not drive the completion of the operation or product. Consequently, you can decide how to proceed with work order processing by implementing inspection actions, such as create a nonconformance, display a message, or send a notification. Saved inspections can be viewed later through the work order history.

With quick access to ad hoc WIP inspection from the dispatch list, you have the flexibility to enter inspection results at the appropriate time during work in process or after the product has been produced.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The "Enter Inspection Details" column is displayed by default and can be hidden by navigating to the View menu on the dispatch list, if it is not applicable to your business process.

For more information about the setup of inspection characteristics and inspection plans for ad hoc WIP inspection, refer to the Quality Management Cloud documentation, available on the Oracle Help Center.

Role Information

• Users provisioned with the Production Operator role will automatically be able to initiate inspection from the dispatch list.

• Privilege Name and Code: No special privilege required.   

• Job Role Name and Code:
  • Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB).

Innovation Management

Get Insights into Idea Team Using Transactional Analytics

Every employee has the potential to participate in ideation. The challenge is to measure and reward their participation to keep the Innovation funnel fueled for future success.  New attributes added to the idea subject area include complete team member details such as names and email addresses. Oracle Transactional Business Intelligence provides insights into team member involvement for ideas enabling managers to measure and reward their contributing employees, while also providing alerts for updates to the employees as their ideas advance for potential investment.

Team Member Names and Email Addresses

Team Member Involvement in Ideas

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Visibility in Innovation Management Readiness Training

Role Information

To use this feature, the following privileges or roles are required:

• Job Role Name and Code:
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)
  • Product Portfolio Manager (ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB)
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)

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

Innovation is an enterprise-level process where users scattered across the globe can submit proposals for investment consideration in local currencies.  To normalize and aggregate proposals across the various local currencies, a new attribute, Proposal Conversion Rate to US Dollar, is now made available in the Proposals Real Time Subject Areas of Oracle Transactional Business Intelligence.  With this attribute, you can aggregate multiple proposals created in various currencies and factor in the conversion rate to derive the overall projected revenue and margin impact across multiple geographies.

Use the conversion rate attribute in the Proposals Subject Area to aggregate global proposals in US Dollars:

Proposal Currency Conversion Rate Attribute

Cost Displayed in Dollars

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Visibility in Innovation Management Readiness Training

Role Information

This Subject Area is secured by the following Job Roles:

• Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
• Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)
• Product Portfolio Manager (ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB)
• Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)

Avoid Deletion of Approved Proposals

To improve innovation, best practices suggest that once investments have been made, they should be measured at key milestones to determine if projected metrics have been achieved. If metrics are not met, further investment should be evaluated for diversion to alternate proposals or green-lighted to move forward with an updated set of metrics. To support best practices, the Delete action has been removed from the Actions menu of approved proposals.  Alternate capabilities remain available; you can save a proposal as a new version or use Save As and create a copy to capture revised investment decisions. Approved proposals now serve as a measurable audit record improving estimations of future proposals.

No Delete Action in Actions Menu

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Visibility in Innovation Management Readiness Training

Manage Requirements Using REST Services

To capture and measure requirements across multiple external systems and applications such as test execution systems can be a very manual and resource-intensive process.  New REST web services extend your ability to create, update, and manage requirements, requirement specifications, requirement fulfillment and respective attachments. 

Use the Requirements REST service to do the following:

• Create, read, update, or delete requirements specifications
• Create, read, update, or delete requirements within a requirement specification
• Manage attachments on requirements specifications and the requirements within a specification

Steps to Enable

If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Key Resources

• Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.

Watch Improved Visibility in Innovation Management Readiness Training

Role Information

To use this feature, the following privilege or role is required in addition to Requirement Privileges:

• Supply Chain Common Web Service (ORA_RCS_SCM_COMMON_WEB_SERVICE_DUTY)

Configure Criteria-Based Layouts for Requirements

Individual requirements are often classified as a type and requires data attribution specific to that type, which in turn can create challenges in presenting users with an intuitive view of the attribution that they are required to enter. Configure multiple layouts for requirement lines to show or hide certain fields and tabs based on criteria as defined in Application Composer.  You can create multiple expression-based layouts to address the different needs for business data capture, and at the same time, guide users to easily navigate to required data entry.

Configuring Expression-Based Layouts in Application Composer

Steps to Enable

No steps are required to enable this feature.

Key Resources

• Refer to the Configuring User Interface with Application Composer chapter in Oracle SCM Cloud: Implementing Innovation Management guide, available on the Oracle Help Center.

Watch Improved Visibility in Innovation Management Readiness Training

Role Information

To use this feature, the following privilege is required:

• Manage Extensible Object

Display Concept Structure Configured Attributes on Concept Right Pane

Concepts enable early definition of what may become future items or products.  To properly define and later evaluate concepts, the use of additional descriptive attributes, or attributes which capture cost details or the different supply risks, are often required.

Concept structure attributes are now displayed in the right pane of the concept to provide an improved view of all concept structure attributes.  You can configure and implement the same using Application Composer.

Configuring Concept Structure Attribute Display in Application Composer

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Visibility in Innovation Management Readiness Training

Automatically Create Items When Converting from Concept Components

Previously, users were able to cancel and roll back concept structure updates after conversion of concept components to items. This resulted in the creation of abandoned, unused items in Product Development. With this update, items are automatically created, stored and displayed in the concept structure. You can now prevent the creation of unused items when a user publishes or converts components or concepts into items.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Visibility in Innovation Management Readiness Training

Product Development

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

Based upon your business need you may need to analyze different values for an item's usage.  For example, if you are a planner and you need to know if your product line is impacted by a component shortage, you may only want to see the top level of a where-used tree.  If you are looking for assemblies containing a part, you may only want to see the first level of the tree. In such cases, a where-used report that returns all levels of the structure can provide too much data and cause performance issues.

With this update, you can 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.

The Where Used tab is now always visible on the item page, and the reference date used to run the query is also displayed for full transparency. You can also export the where-used data.

You now have faster, more focused results and transparency into item usage.

First Level Where Used

Top Level Where Used

All Levels Where Used

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required.

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Manage Changes with REST or SOAP Services and Status Business Events

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 REST services to:

• Automate the definition of change requests
• Calculate required team members and assign them automatically

For example, when you create a change request from a change order, instead of manually adding users to the Security tab, a web service can call out to another program that selects who should be on the Security tab based on criteria provided in the change order.

Use Change SOAP services to:

• Redline extended flexfields
• Assign affected objects (create change lines)

For example, if you are using web services to construct an action or integration to update items, you can update extensible flexfields associated with each item as well.

Subscribe to Change Status business events in Oracle Integration Cloud Service to trigger independent processes at each change workflow status.

For example, if you want to trigger a process in a downstream application when a change order is approved, you can now configure an event in Oracle Integration Cloud Service to invoke that process in that downstream application when this change order advances to a scheduled or completed status.

Steps to Enable

If you're using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center.

Key Resources

Refer to the following documentation, available on the Oracle Help Center:

• REST APIs for Oracle Supply Chain Management Cloud
• SOAP Web Services for Oracle Supply Chain Management Cloud

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

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. 

Provide your users the ability to get the information they need, quickly and efficiently.

Search for Manufacturer Parts by Descriptive Flexfields

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Create Change History Reports Using Oracle Transactional Business Intelligence

There are many business or industry needs that require demonstration or proof of compliance for the change management process. 

With this update, you can create audit reports to enforce compliance policies. Use the Change History subject area in Oracle Transactional Business Intelligence 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.

Change History Folder in Change Orders Subject Area

Obtain the latest status on all the in-progress change orders, along with last update information such as last updated date, author, and comments, in one single actionable analysis. You can also have this analysis set up as a Business Intelligence alert to stay informed about the latest updates to your change orders.

Sample Analysis Using Change History Content

Additionally, you can calculate the cycle time between any two events recorded in the change history to gain insight into the change order process and identify gaps or delays in your change system.

View Cycle Time Between Any Two Events

You can also review the change orders that were rejected.

View Rejected Change Orders

Steps to Enable

You can add the new Change History subject area to your existing reports, or create new reports that use the new subject area. For details about creating and editing reports, see the Oracle SCM Cloud: Creating and Administering Analytics and Reports guide, available on the Oracle Help Center.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To access Change Orders Subject Area, the following privilege or role is required:

• Product Catalog Transactional Analysis Duty (FBI_PRODUCT_CATALOG_TRANSACTION_ANALYSIS_DUTY)

Define and Manage Changes Efficiently

Manage change requests and change orders more efficiently using the following features added in this update:

• Copy and paste to add affected objects. Use this feature to create a change request quickly, or to add affected objects to a change order that you create to implement the approved change request.

Clipboard Available on Change Request Affected Objects

Drag and Drop Clipboard Objects to Change Order or Change Request Affected Objects

• Skip adding a long description when you create a change request or change order. The long description field is now optional, so you can add a detailed description later if required, after you create the change.  

Description Attribute Is Optional for Change Orders and Requests 

• Prevent stuck change orders. Ensure that there are defined approvers for an approval state before the change order is promoted. A change order can no longer be submitted into the workflow without approvers.

Error Message When No Approvers Are Defined

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Copy Change Orders to Quickly Create New Changes

The creation of a change order with the same affected items as an existing change order can become redundant and task your resources unnecessarily.  Entering all of the same affected items including their attachments and relationships becomes a source of inefficiencies and an opportunity for error.

With this update, you can 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.

The enriched Save As action eliminates the need to rebuild a change order and minimizes the opportunity for errors. You now have a simplified process to realize productivity improvements.

Save As Dialog

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

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.  With this update, the system accommodates additional attributes for the following types:

• Character fields with 4000 characters - 20 attributes
• Character fields with 150 characters - 50 attributes
• Number fields - 20 attributes
• Date fields - 35 attributes
• Time stamp - 10 attributes

You can now manage more customer-specific attributes on change orders and requests. This allows you to move more data over from legacy systems and enables the use of this data to control the change process. For example, you can enable 50 additional character attributes and use them to receive data from an integrated or legacy system, and require some of these attributes to be filled before a change order can advance to a specific status.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Share Item Attachments and Manufacturer Part Attachments with Your Suppliers

Sharing a complete set of data with your suppliers is critical for as-designed products to become as-built products.  Additional specifications or work instructions may be required for suppliers to meet the requirements of the products they build.

With this update, you can grant your suppliers access to view and download item and manufacturer part attachments directly from the Supplier Portal. You can ensure that the product record is complete and that your suppliers are using the same content to build your products as your developers did to design it.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Note that you might need need to secure attachment categories in the Setup and Maintenance work area.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

• Manage Item Attachment:EGP_MANAGE_ITEM_ATTACHMENT_PRIV
• Manage Trading Partner Item Reference:EGP_MANAGE_TRADING_PARTNER_ITEM_REFERENCE_PRIV

Assign Approval Privilege to Key Users of Your Change Management Process

You may want to add more approvers to change orders based upon specific change content. Use the Approval privilege to ensure that only select users can be added as approvers on your change orders and change requests. 

This functionality does not interfere with rules-based approvers.  Instead, it ensures that any additional approvers added to a change order have been granted the privilege to approve or reject.

Steps to Enable

No steps are required to enable this feature.

Role Information

To use this feature, the following privilege or role is required:

• Privilege Name and Code:
  • Approve Item Change Order: EGO_APPROVE_ITEM_CHANGE_ORDER

• Job Role Name and Code:
  • Product Manager

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.  

This integration allows you to include design processes and data in Cloud PLM while keeping CAD data on premise for security and better performance. It uses CAD integrations with Oracle Design Vault to leverage the Design user experience and provide seamless structure and attachment publishing from an on-premise Oracle Design Vault to Cloud PLM. For example, you can create a design in your CAD program, save it to your Oracle Design Vault, and publish a link to Product Development in the Cloud so that you can use the Cloud interface to process change orders and still retain reference links back to the design files stored in the Vault.

Product Development Change Order Link in Agile PLM

Agile Design Object Link in Product Development Change Order Relationships Tab

Steps to Enable

Follow the steps in the CAD for Cloud integration Guide to set up the Deep Link URL for attachments.

• SCMCOMMON_CHANGE_DEEPLINK_URL
• SCMCOMMON_ITEM_DEEPLINK_URL

Key Resources

• For detailed information on the integration, refer to the Agile Product Lifecycle Management CAD for Cloud Integration Guide, available on the Agile PLM Documentation site.

Watch Item, Change, and  Integration Improvements Readiness Training

Use Direct Edit Mode to Update Item Attachment Attributes

Managing several item attachments one at a time can hinder the productivity of your users.

Activate the Direct Edit screen to enable easy editing of all applicable fields for attachments. Use this feature to quickly update the attributes of item attachments. In this mode, you can also modify multiple attachments at one time.

Activate Direct Edit from Item Attachment Page

Edit Details for Multiple Attachments

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Validate Changes Before Promoting to Approval State

Previously, if you send a change through the approval process and then discover errors in the content as you try to approve that change, you had to demote the change back to an open state, rework, and then restart the approval process. To prevent such inefficiencies, we now have the following validations run early in the change management process:

• Check structure consistency with respect to the lifecycle phase of structure components.  
• Check structure consistency with respect to the item approval status of structure components.     
• Run Product Information Management (PIM) Rules on Product Development (PD) items and documents in change order context.

These validations prevent changes with errors from entering the approval state. You can eliminate the resource strain caused by rework and avoid extended cycle times for your changes.

Steps to Enable

No steps are required to enable this feature

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Redline and Display Approved Manufacturer List Descriptive Flexfields

Descriptive flexfields on your AML may require change control.  When reviewing a list of affected items it can be time consuming to hunt down exactly what is being changed. 

With this update, you can redline the descriptive flexfields on the Approved Manufacturer List (AML) and display these on the list view of the change order. You can now do a quick scan of content change without having to drill down through the item structure into the AML and its change-controlled flexfields.  Your users can save time as they do not have to do a broad and deep search for the affected flexfield.  

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Obsolete Child Components from Obsolete Parent Item Structures

You may need to stop the use of a component in all of your products and any new products that have entered into the development phase.  However, you may not want to delete that part as you have accumulated history of using it in your products.

With this update, you can obsolete a child component in a structure if its parent item is already obsolete. When you obsolete instead of deleting, you maintain the traceability and history of the structures that used the obsoleted components. You can use a where-used query to view the obsoleted components.

Keep the thread of information intact to retain valuable history that may be required for audits or supplier corrective and preventative actions, and reduce risk of non-compliance.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Manage Substitute Components with Web Services

Use substitute components to build a backup, substitute list of items for the components in an item structure, and prepare an item for downstream commercialization activities. You can maintain this substitute list with the help of the new web service.  You can now query and update substitute components programmatically, and if needed, apply logic to a substituted component. The list of substitute components is not yet visible in the Oracle Product Development Cloud user interface, but if your business process starts in Product Development and ends in Oracle Product Hub Cloud or beyond, you can use this updated SOAP web service to add the data. Downstream users in Product Hub can use this data for commercialization of the bill of materials.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Note that the Product Development user interface will not reflect the substitutes for structure components that are loaded into the system. To see the data, you must navigate to the Product Information Management work area and view the substitute item list for each component.

Also, as a best practice, avoid loading the substitute list for each component into the Reference Designator table. If you do that, it may impact the usage of reference designator information later. It can also be confusing for end users if the Product Development user interface starts displaying this list of substitute items properly in a later update. To avoid that confusion, Oracle recommends that you use the Reference Designator for its intended purpose only.

Key Resources

Refer to the following documentation, available on the Oracle Help Center:

• SOAP Web Services for Oracle Supply Chain Management Cloud

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Import Descriptive Flexfield Attributes for Structures

You can now import descriptive flexfield attributes for item structures using the Item Structure File-Based Data Import (FBDI) template.

Steps to Enable

Download and review the latest Item Structure import template in the File-Based Data Import for Oracle Supply Chain Management or Procurement Cloud guide, available on the Oracle Help Center. To import data using the template, follow the instructions in the "Loading Data into Tables: Explained" topic.

Key Resources

• Refer to the File-Based Data Import for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)

Resolve Revision Conflicts for Proper Sequencing of Change Orders

An item can be affected by several changes simultaneously.  You may experience a sequencing issue for your item revisions due to other changes implemented prior to yours.  The implementation of the changes can cause change orders to become stuck when the affected item revision is out of sequence.

With this update, a new Resolve Revision Conflicts feature is available.  The feature checks the correctness of the base or old revision during change order status change, refreshes the old revision of an affected object, and selects the revision which is effective according to the planned effective date of the object. For example, if you have been working on a change order for some time and are ready to advance it for approval, you can now check to make sure that items on your change order have not changed to other revisions based on other change orders. If they have changed, you are given the option to advance the items to their most current revision before proceeding with the approval of your change order.

Detect revision conflicts early to avoid stuck change orders and help users pick the appropriate revision as base or old revision.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Item, Change, and  Integration Improvements Readiness Training

Role Information

To use this feature, the following privilege or role is required:

• Job Role Name and Code:
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)