This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 07 OCT 2021 | Product Development | Use Smarter Redline Indication | Updated document. Corrected feature description. |
| 06 JUL 2020 | Product Hub | View Extended Flexfields in Affected Objects Panel | Updated document. Changed product assignment to Product Hub, and updated the opt in details. |
| 29 MAR 2020 | Product Development & Product Hub Common Features |
Secure Change Workflows with Additional Controls | Updated document. Corrected feature description. |
| 20 MAR 2020 | Created initial document. |
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)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions:
Access the Opt In page from the New Features Work Area
- Click the Navigator, and then click New Features (under the My Enterprise heading)
- On the New Features page, select the offering that includes new features you’d like to review
- Click Go to Opt In for any feature you want to opt in
- On the Edit Features page, select the Enable option for the feature, and then click Done
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
Column Definitions:
Features Delivered Enabled
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Action is Needed BEFORE Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
View and Edit Requirement Line Descriptions Within Table Rows |
||||||
Navigate Directly to Innovation Management Objects from Send Notifications |
||||||
Generate Item Structure Report with Component Item and AML Attributes |
||||||
Support TPI Status and TPI Relationship Status in Product Information Management Work Area |
||||||
Update the Engineering Item Attribute Using Import or a REST Service |
||||||
Validate Privileges of Change Order and New Item Request Assignees |
||||||
Product Lifecycle Management Common Features
Use Object Hyperlinks in Send Notifications
Improve responsiveness and efficiency in your review processes with quick navigation from the Send notification to the object that requires attention. You can now click the object hyperlink in the notification to open the details page of the corresponding object.
This feature is available on notifications for all objects in Innovation Management, Quality Management, and Product Development.
Object Name Hyperlink Opens Object Detail Page
Watch a Demo
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
- Product Portfolio Manager (ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB)
- Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
- Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
View and Edit Requirement Line Descriptions Within Table Rows
With this update, you can get increased visibility into your requirement specifications. Use a new Description attribute to capture unformatted text for requirement line descriptions. Unlike the rich text attribute content, you can view and edit these descriptions within table rows.
You can access the description attribute through the user interface, OTBI, SOAP and REST services, FBDI, ADFdi, and Export.
Edit Requirement Line with New Description Field
New Requirement Description Attribute in OTBI
Watch a Demo
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The import template files for File-Based Data Import have changed. Starting with update 20B, for any requirement import, download and use the new template file. The link to the updated file is available in the File-Based Data Import for Oracle Supply Chain Management Cloud guide.
Key Resources
Role Information
To use this feature, the following role and privilege is required:
- Job Role Name and Code:
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
Navigate Directly to Innovation Management Objects from Send Notifications
This feature appears in the New Features and Setup and Maintenance work areas by mistake, and is a duplicate of another feature: Use Object Hyperlinks in Send Notifications. The feature is automatically enabled. For details, refer to the Use Object Hyperlinks in Send Notifications feature in this document.
Steps to Enable
You don't need to do anything to enable this feature.
Search and Sort Product Lines Using Improved User Interface
Previously, the interface provided limited support for handling a large number of product lines. When you have hundreds of product lines defined in the system, it can be difficult to find what you need without the ability to search for lines and sort through them.
Previous UI for Assign Item to Product Lines
With this update, an improved interface provides a table view with filtering and sorting capabilities to help you identify which product line is already assigned to an item, and to assign a product line to an item quickly. You can easily handle a large set of product lines, ensure faster processing, and maintain high data quality.
Actions you can perform in the new table view:
- Query by Example
- Sorting
- Detach
- Show or Hide columns
New UI for Assign Item to Product Lines
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Tips And Considerations
Known Issue: QBE does not work correctly when there are pending product line records.
Workaround: Save the pending data before you use QBE.
Role Information
To use this feature, the following roles and privileges are 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)
View Structure Component Details in Side Panel
View additional component-related information such as the approved manufacturers list (AML) and attachments in a side panel. You can retain the context of the item structure while viewing the component details.
AML SIDE PANEL
View and edit the AML of the component Item, create a manufacturer part, and associate it with the component Item, all in the context of the structure.
Approved Manufacturer List in Side Panel
ATTACHMENTS SIDE PANEL
View, edit, and add new attachments to the component Item while staying in the context of the structure.
Attachments in Side Panel
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Tips And Considerations
To enable this feature, opt in to the feature named View Structure Component Details in Side Panel.
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
Use Smarter Redline Indication
Use enhanced redlining capabilities to identify what kind of modifications have been made to a change order, and navigate quickly to the modified data.
In the Affected Objects table, the red dot icon shows up only for changes other than item revision or item lifecycle phase modifications. In commercialization change orders, the red dot now indicates updates to operational attributes as well.
Additionally, the side tabs icons that show up when you drill down into an affected object now appear in blue if the tab contains redlined information. So you can immediately identify which tabs you need to review for redlines.
No Red Dot for Item Lifecycle Phase or Revision Modifications
Color-coded Side Tabs to Indicate Redlines
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Key Resources
Generate Item Structure Report with Component Item and AML Attributes
Generate item structure reports that display the main attributes of component items as well as descriptive flexfields and AML. You can configure the attributes that you want to display in the report template using the Main and AML column option.
Main and AML Column Option for Item Structure Report
Steps to Enable
Create a new BI Publisher Template and save it to the appropriate folders in BI publisher.
Key Resources
- Refer to Oracle documentation: Creating and Administering Analytics and Reports for SCM, Chapter 6 - Reports Modification, section Configure Item Attributes in a Report Template for the Item Structure Report.
Role Information
To create the report template, you need the following privileges:
- BIAuthor
- BIPDataModelDeveloper
To run the Item Structure report, you need the following role:
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
Access Favorites and Recent Items in Clipboard
Access your favorite and recent items and documents in the clipboard. You can quickly drag and drop these items or documents into the Structure tab, Affected Objects tab or Affected Object Structures tab directly from the clipboard.
Click the object hyperlink to open the item or document in a dynamic tab. You can click the Refresh icon to reload the data in the Favorites and Recent Items tabs. The clipboard does not refresh automatically.
Clipboard Favorites
Clipboard Recent Items is not limited to the most recent 20 items.
Clipboard Recent Items
Watch a Demo
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Key Resources
Role Information
To use this feature, the following roles are 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)
Support TPI Status and TPI Relationship Status in Product Information Management Work Area
You can now specify and update statuses for Trading Partner Items and Trading Partner Item Relationships using Product Information Management work area, SOAP web services or the import process.
Screenshot Showing Status for Trading Partner Items and Trading Partner Item Relationships
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Watch Trading Partner Item, Import Map and Publication Enhancements Readiness Training
- Oracle Supply Chain Management Cloud: Using Product Master Data Management guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Item (EGP_MANAGE_ITEM)
- Job Role Name and Code
- Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
Share Import Maps Using the Setup and Maintenance Work Area
You can now use the Setup and Maintenance work area to export import maps from one Oracle Product Hub Cloud instance and import them into another instance. You can also compare the import maps before importing them into the target instance. This makes the process of setting up import maps in multiple instances more efficient.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You must set up the prerequisite data--such as item classes, extensible flexfields, descriptive flexfields, and configired objects--in the target instance before importing import maps.
- Data files and Smart Spreadsheets are not exported or imported into the target instance.
- You should run the Regenerate Import Map Templates scheduled process in the target instance after importing the import maps to generate the Smart Spreadsheets.
Key Resources
-
Watch Trading Partner Item, Import Map and Publication Enhancements Readiness Training
- Oracle Supply Chain Management Cloud: Using Product Master Data Management guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP)
- Job Role Name and Code:
- Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
Publish Without Contribution Folder Limitation
To avoid the limitation in the number of files that can be stored in the Oracle WebCenter Content Contribution Folders, publication files are no longer published there. Instead, all publication files are published to the FAImportExport Security Group in Oracle WebCenter Content, which doesn't limit the number of files stored.
You can retrieve the publication files from Oracle WebCenter Content programmatically, or by using File Import and Export under Tools in the Navigator and providing the publication file name.
The log file for the Product Hub Publication Job scheduled process now contains the FAFusionImportExport Security Group and the content identification number. An example follows:
Publication batch: Publication batch : PIMDH : 49342
The file PIM_Publication_PIMDH_12054.zip was uploaded to the folder /Contribution Folders/ with the content identification number dDocName:UCMFA00019982.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Key Resources
-
Watch Trading Partner Item, Import Map and Publication Enhancements Readiness Training
- Oracle Supply Chain Management Cloud: Using Product Master Data Management guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Publish Item (EGI_PUBLISH_ITEM_PRIV)
- Publish Item Class (EGI_PUBLISH_ITEMCLASS_PRIV)
- Publish Catalog (EGI_PUBLISH_CATALOG_PRIV)
- Manage Trading Partner Item (EGP_TRADING_PARTNER_ITEM_PRIV)
- Job Role Name and Code:
- Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
View Extended Flexfields in Affected Objects Panel
View all the item-level extended flexfields of a change order's affected objects in the simplified change management interface. You can now see these flexfields when you drill down into the affected object details.
For commercialization change orders, when you drill down to the General Information tab of the affected object, you can see the functional pages and the assigned extended flexfield attribute groups (item-level only) defined for the current item class. You can expand and collapse attribute groups to show or hide individual attributes.
For change orders and change requests created in the Product Development work area, you continue to see only the functional page related to Product Development and the respective attribute groups.
Commercialization Change Order Shows All Functional Pages with Item-level Attribute Groups
Expanded Attribute Group Shows Individual Attributes
This feature requires opt in to the feature named: Use Simplified Change Management Interface.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Use Simplified Change Management Interface. If you previously opted in to the Use Simplified Change Management Interface feature, then this feature is automatically enabled. To opt in, use the following:
- Work Area: Offerings
- Offering: Product Management
- Functional Area: Data Governance
Key Resources
Role Information
To use this feature, the following privileges are required:
- Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
- Additionally, the current user must have access to the attribute groups
To use this feature, the following roles are 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)
Integrate and Extend Product Hub Using REST Services
Update the Engineering Item Attribute Using Import or a REST Service
When you use import maps or the Items Version 2 REST resource, you can update the value of the Engineering Item attribute for items to Yes. You can use this value to manage these draft items in the Product Development work area, and use them as a components within a bill of materials.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Key Resources
- Oracle Supply Chain Management Cloud: Using Product Master Data Management guide, available on the Oracle Help Center.
Role Information
- Privilege Name and Code:
- Manage Item (EGP_MANAGE_ITEM)
- Job Role Name and Code:
- Product Manager(ORA_EGP_PRODUCT_MANAGER_JOB)
- Product Data Steward(ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
Manage Change Order Security Grants Using a REST Service
You can use a REST API to build and maintain data security for change orders. Use the Product Management Data Securities REST service to:
- Integrate with upstream and downstream applications.
- Create, read, update, and delete change order data security.
- Automate the creation, updating, and deletion of data security for change orders.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Review the REST service definition in the REST API guides, available from Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST service you want to begin with the Quick Start section.
Key Resources
- REST API for Oracle Supply Chain Management Cloud guide available on the Oracle Help Center.
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
- Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
- Privilege Name and Code:
- Manage Product Management Data Security (EGO_MGT_PRODUCT_MGT_DATA_SECURITY_PRIV)
Identify the Effective Item Revision Using a REST Service
The attributes Start Effective Date, End Effective Date and Implementation Date are now supported for item revisions in the Items Version 2 REST resource and SOAP service. You can use these attributes to identify the current effective revision of an item.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Key Resources
- REST API for Oracle Supply Chain Management Cloud guide, available on the Oracle Help Center
Role Information
- Privilege Name and Code:
- Create Item Class Item Data (EGO_CREATE_ITEM_CLASS_ITEM_DATA)
- Manage Item (EGP_MANAGE_ITEM)
- Job Role Name and Code
- Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
- Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
Manage Supplier Products Using a REST Service
Supplier Product Administrators can now use the Supplier Products REST service to upload and manage products in Oracle Product Hub Portal Cloud. You can also use this REST service to upload products from external systems into staging tables for import to Oracle Product Hub Cloud.
With this service, you can:
- Create products
- Update existing products
- Search for products
- Delete products
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- The following attributes are mandatory for all child resources of Supplier Products REST except extensible flexfields: ProductNumber, and SpokeSystemCode.
- For extensible flexfields the following attributes are mandatory: SourceSystemReference, and SourceSystemId. In addition to these, for supplier level extensible flexfields, the following attributes are mandatory: SupplierSiteId and SupplierName. And for revision level extensible flexfields, the Revision attribute is mandatory.
- You should run Item Keyword Search scheduled process after directly creating or updating the child resources of Supplier Products REST.
- The ProductNumber attribute on extensible flexfield child resources is called SourceSystemReference.
- For extensible flexfields of data type number, you should use the attributes _NUMBERx and NUMBERx_UOM. Otherwise, the values of the extensible flexfields won't appear in Oracle Product Hub Portal Cloud.
- You can also upload products of non-supplier spoke systems using this REST service.
- Products of non-supplier spoke systems uploaded using this REST service won't appear in Oracle Product Hub Portal Cloud. However, these products will be imported when added to an item batch for import.
- To add products from the staging tables to a specific item batch, you can update the products using the PATCH action and specifying the batch ID.
Key Resources
Role Information
- Privilege Name and Code:
- Manage Product Upload (EGS_MANAGE_PRODUCT_UPLOAD_PRIV)
- Job Role Name and Code:
- Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
- Supplier Product Administrator (ORA_EGS_SUPPLIER_PRODUCT_ADMINISTRATOR_JOB)
Product Development & Product Hub Common Features
Add or Remove Change Approvers Using Change Web Services
Use a SOAP or REST service to manage approvers for the approval status of a change object.
You can perform the following actions:
- add approvers for any future interim approval or future approval status
- remove approvers for any future interim approval or future approval status
Supported change objects include:
- engineering change orders
- change orders without revision control
- change requests
- commercialization change orders
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Key Resources
Role Information
To use this feature, the following roles and privileges are required.
- Job Role 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)
Analyze Time Trends of Change Orders and New Item Requests
Use newly added time dimensions to support trend analyses for change orders and new item requests. Perform management tracking and decision-making based on count trends, and improve time-to-market by tracking cycle time trends.
You can now use new Time dimensions in the following subject areas:
- Change Order Real Time
- Change Order Approvals
- New Item Request Real Time
- New Item Request Approvals
Change Order Subject Area with Time Dimensions
Change Order Count Trends by Month And Change Type
New Item Requests Subject Area with Time Dimensions
New Item Request Definition Cycle Time by Week
You can also leverage additional enhancements in the following subject areas.
New Item Request Approvals
- Assigned to Person Manager Hierarchy - View and monitor the new item request definitions owned by your employees.
- Count of Operational Attributes - Measure which new item requests require greater definition effort.
Structures and Components:
- Reference Designator descriptive flex fields - Enhance data quality in your reports.
New Item Requests Approvals Subject Area with Employee Hierarchy Dimensions
New Item Request Analysis with Employee Hierarchy
New Item Request Subject Area with Attribute Count Metrics
New Item Request Analysis with Attribute Counts
Structures and Components Subject Area with Reference Designator Descriptive Flex Fields
Analysis with Reference Designator Descriptive Flex Fields
Watch a Demo
Steps to Enable
Leverage new metrics by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).
Key Resources
Role Information
To use this feature, the following roles are required:
- Job Role Name and Code:
- Transactional Analysis Duty (FBI_TRANSACTION_ANALYSIS_GENERIC_DUTY)
- Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
- BI Consumer Role (BIConsumer)
Secure Change Workflows with Additional Controls
Use advanced change management capabilities to configure the following when you set up a change type in the Setup and Maintenance work area.
- Control actions by participants: Control which actions change participants can perform at each status in the workflow, for a given change type.
- Configure required responses: Specify whether a response is required from one or all members of an approval group.
- Set a default assignee: Select a user or a role as the default assignee for the change type.
CONTROL ACTIONS BY PARTICIPANTS
You can allow or disallow actions for the following types of participants, based on your business requirements:
- Creator
- Analyst
- Other Users
- Approver
When you select a status in the Workflow tab, configuration options for that status appear in a side panel.
Status Selected in Workflow Tab
Set Action Permissions for Selected Status
Here are the action permissions that you can configure for each workflow status.
OPEN STATUS
| Action | Creator | Analyst | Other Users |
|---|---|---|---|
| Add Approver | Yes / No | Yes / No | Yes / No |
| Cancel Change Orders or Lines | Yes / No | Yes / No | Yes / No |
| Hold or Release | Yes / No | Yes / No | Yes / No |
| Manage Affected Objects | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attachments | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attributes | No / All / Standard / Additional Information | No / All / Standard / Additional Information | No / All / Standard / Additional Information |
| Manage Tasks | Yes / No | Yes / No | Yes / No |
| Move Change Lines | Yes / No |
Yes / No |
Yes / No |
| Promote Manually | No / To next status / To any status | No / To next status / To any status |
No / To next status / To any status |
| Remove Approver | Yes / No |
Yes / No |
Yes / No |
INTERIM APPROVAL STATUS
| Action | Creator | Analyst | Other Users | Approver |
|---|---|---|---|---|
| Add Approver | Yes / No | Yes / No | Yes / No | Yes / No |
| Cancel Change Orders or Lines | Yes / No | Yes / No | Yes / No | Yes / No |
| Demote Manually | Yes / No | Yes / No | Yes / No | Yes / No |
| Hold or Release | Yes / No | Yes / No | Yes / No | Yes / No |
| Manage Affected Objects | Yes / No | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attachments | Yes / No | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attributes | No / All / Standard / Additional Information | No / All / Standard / Additional Information | No / All / Standard / Additional Information | No / All / Standard / Additional Information |
| Manage Tasks | Yes / No | Yes / No | Yes / No |
Yes / No |
| Move Change Lines | Yes / No |
Yes / No |
Yes / No |
Yes / No |
| Promote Manually | No / To next status / To any status | No / To next status / To any status |
No / To next status / To any status |
No / To next status / To any status |
| Remove Approver | Yes / No |
Yes / No |
Yes / No |
Yes / No |
| Terminate or Restart Approval | Yes / No | Yes / No |
Yes / No |
Yes / No |
APPROVAL STATUS
| Action | Creator | Analyst | Other Users | Approver |
|---|---|---|---|---|
| Add Approver | Yes / No | Yes / No | Yes / No | Yes / No |
| Cancel Change Orders or Lines | Yes / No | Yes / No | Yes / No | Yes / No |
| Demote Manually | Yes / No |
Yes / No |
Yes / No |
Yes / No |
| Hold or Release | Yes / No | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attachments | Yes / No | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attributes | No / All / Standard / Additional Information | No / All / Standard / Additional Information | No / All / Standard / Additional Information | No / All / Standard / Additional Information |
| Manage Tasks | Yes / No | Yes / No | Yes / No |
Yes / No |
| Move Change Lines | Yes / No |
Yes / No |
Yes / No |
Yes / No |
| Remove Approver | Yes / No |
Yes / No |
Yes / No |
Yes / No |
| Terminate or Restart Approval | Yes / No |
Yes / No |
Yes / No |
Yes / No |
SCHEDULED STATUS
| Action | Creator | Analyst | Other Users |
|---|---|---|---|
| Cancel Change Orders or Lines | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attachments | Yes / No | Yes / No | Yes / No |
| Manage Change Header Attributes | No / All / Standard / Additional Information | No / All / Standard / Additional Information | No / All / Standard / Additional Information |
| Move Change Lines | Yes / No |
Yes / No |
Yes / No |
| Reschedule Change Orders | Yes/No | Yes/No |
Yes/No |
COMPLETED STATUS
| Action | Analyst |
|---|---|
| Manage Change Header Attachments | Yes / No |
| Manage Change Header Attributes | No / All / Standard / Additional Information |
| Move Change Lines | Yes / No |
CONFIGURE REQUIRED RESPONSES
In the Participant Details section, you have the option to set whether a response from one member of the assigned group is sufficient, or all members of the group must respond. You can do this for approvals and optional approvals.
One Response per Status
NOTE: If you choose one response per status and a role is assigned, the role is converted to a flat list. Only one user in the list of approvers is required to approve. You’ll see the same behavior as in previous releases when Response Required From was set to One.
SET A DEFAULT ASSIGNEE
Configure a user as the default assignee for the change type. This user is then automatically added as the assignee when you create a change order of that type.
Set a Role as the Default Assignee
Configure a role as the default assignee for the change type. The users who has this role are then automatically added as the assignee when you create a change order of that type.
Search and Select Assignee
Watch a Demo
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
To configure workflow controls, do the following:
- In the Setup and Maintenance work area, open the Manage Change Order Types task.
Manage Change Order Types Task
- Open the change order type that you want to update. In this example, a Demo Change Order type is created based on the Engineering Change Order type.
Demo Change Order Type
- Go to the Workflow tab
Workflow Tab
- Review the newly added actions for Open status, and select the options you want for each action.
Configure Action Permissions for Open Status
Tips And Considerations
The actions are designed to work in conjunction with the user's roles and privileges. If the user's roles do not have the privilege to edit Change Header attributes, then setting the Manage Change Header Attributes will not have any effect in this scenario.
Key Resources
Role Information
To use this feature, the following roles and privileges are 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)
To set up additional workflow controls, the following role is required:
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
Configure Commenting Options for Approval and Rejection
Configure commenting options for approval and rejection in change orders and new item requests. With this update, you can configure comments as mandatory or optional; you can also restrict approvers from entering comments. You can use this feature to adhere to regulatory compliance requirements that mandate auditing of comments.
Your configuration options are:
- Required: A Comments field appears in the approval dialog. An error message appears if the approver doesn’t enter comments
- Not Allowed: The comments section doesn’t appear for the approver
- Optional
Mandatory Field for Entering Comments on Rejecting a Change
Error Message If Comments Are Not Entered
Comments Field Unavailable on the Approval Dialog
Steps to Enable
- In the Setup and Maintenance work area, access the following task: Manage Task Configurations for Supply Chain Management.
- For change orders, select the ChangeOrderApprovalTask. For new item requests, select NewItemApprovalTask.
- In Approval Pre-conditions, configure the commenting options.
Configure Commenting Options in Change Order Approval Task
Configure Commenting Options in New Item Request Approval Task
Key Resources
Role Information
To use this feature, the following role is required:
- 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)
Publish Changes as XML Package
Publish engineering change orders as an XML package. Use filters to select the type of change data you want to publish, including attachment files. XML format allows you to share change order data, regardless of platform. It is also extendable.
As a supplier, you can select a change order, click the Publish icon, and then select which change order entities you want to publish. If you opt to publish attachments, you have the option to include attachment files. The Publish action is privilege-controlled.
As a Product Development user, you can select the Publish option in the Actions menu of a change order, and then select which entities you want to publish.
Publish Action in Supplier Portal
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
In update 20B, only engineering change orders are supported for publication.
Key Resources
Role Information
To use this feature, the following privileges are required:
- Publish Change Order (ACA_PUBLISH_CHANGE_ORDER_PRIV)
- Attachments User (AttachmentsUser)
- CRM Stage Write (CRMStageWrite)
To use this feature, the following roles are 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)
- Supplier Product Design Engineer (ORA_ACA_SUPPLIER_PRODUCT_DESIGN_ENGINEER_JOB)
Set Maximum Limit for Affected Objects or Items
Configure a maximum limit for the number of affected objects and items allowed on a single change order or new item request. To improve performance, you can also elect to split the affected objects or items into multiple change orders or new item requests at the specified limit.
If you exceed the limit set for affected objects when adding them through the UI, an error message appears. You can then split the affected objects to a different change order.
During the change order import, you can choose whether to split the change order. This feature works in conjunction with the following groupings during import: One per Item Batch with the Create new option, and One per Item Class.
If you choose to split the change order (during the import), the affected objects are added to a new change order. This helps to streamline the import.
If you choose not to split the change order, then a message appears listing the maximum limit for affected objects and the objects you can still add.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Perform these steps to set the profile value (or limit for affected objects):
- In the Setup and Maintenance work area, access the Manage Administrator Profile Values task.
- Search for the profile option code EGO_MAX_LINES_PER_CO.
- In Profile Value, set the limit. You can set values from 1 to 100. The default limit is 50.
Tips And Considerations
- You must opt in to the feature named Improve Change Order Data Loading with a Maximum Limit Setting for Affected Objects.
- For this feature to work, you must opt in to this as well as set the profile value.
Role Information
To use this feature, the following roles are 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)
Track New Approver Assignments in Change Order History
Use improved history tracking on a change order or a change request to view the approvers who were added and the approval actions that were taken.
The action log of the change now records who was added as an approver, by whom, and when. You can also audit who performed the approval action and when the action was performed.
If an individual user approves, you'll see an entry 'Approved by an approver'. If all required approvers have approved and the change order or change request is approved, you'll see an entry 'Approved by the application'. Similar entries appear for rejection as well.
History Log Shows Addition of Approver
History Log Shows Approval Actions
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
To use this feature, the following privileges are required:
- Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
To use this feature, one of the following roles is required:
- 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)
Validate Privileges of Change Order and New Item Request Assignees
Validate whether the assignee of a change order, change request, or a new item request has the required privilege to be its owner. An error message appears if the assignee doesn't have the right privilege.
Error Message Validating Change Order Assignee
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
To use this feature, the following privileges are required:
- Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
- Manage New Item Request (EGO_MANAGE_NEW_ITEM_REQUEST_PRIV)
To use this feature, the following roles are 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)
Use Clipboard in Quality Management
Access the clipboard to drag and drop favorites and recent items into the Affected Objects tab or the Relationships tab of quality issues and quality actions. You can avoid multiple or redundant searches, improve productivity, and enjoy a seamless user experience while you work with quality objects.
Clipboard entries are shared across the clipboards in other Product Management work areas such as Product Development. Here's a screenshot of the clipboard showing copied items, along with favorites and recent items.
Clipboard Panel in Quality Management Work Area
You'll find new Copy and Paste buttons in the Affected Objects tab to copy items to the clipboard or paste items from the clipboard.
Copy and Paste Buttons on Affected Objects
Watch a Demo
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Product Management No Longer Optional From: Update 20D
Key Resources
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
- Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
In addition, users with these roles must have the Monitor Item Work Area privilege.
Specify Date Range Filters for Quality Issues and Actions
Fine-tune quality issue and quality action searches with new saved search filters. Use operators such as Before, After, Contains, Starts With, and more for every attribute. You can also search across a particular date range to narrow down your search results.
New Search Filter with Operators
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
- Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
View Issues or Actions in Approval Status Within Infolets
Use the infolets on the Quality Management landing page to view all your issues and actions, including those that are in Approval status. Infolets such as My Open Issues, My Open Actions, Open Issues by Severity, and My Open Issues by Age, now include issues and actions in Approval status.
Issues and Actions in Approval Status Now Show Up in Infolets
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
- Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
Open Organization Item Details Within Quality Management
Enrich user analysis and decision processes with quicker access to relevant item information. You can now open child organization item details in a dynamic tab within the Quality Management work area. If the item is added as an affected object for the issue or action, you can open the item from the Affected Objects tab.
The following screenshot shows an affected item from a non-default master organization or child organization on the quality issue. You can click on the item hyperlink to open it.
Affected Item Offering a Hyperlink to the Item Screen
The item page opens in a new dynamic tab within the Quality Management work area.
Edit Item Detail Screen Opened in Quality Management Work Area
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You must have the necessary privileges on the item to open it from the Quality Management work area.
Key Resources
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
- Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
Configure Default Assignee for Quality Issues and Actions
Standardize quality issue and quality action resolution processes by automatically setting the value of a key field to a default process owner in your organization. You can configure a user as the default assignee for an object type during type setup in the Setup and Maintenance work area. This user is then automatically added as the assignee when you create an object of that object type, using any of the following actions:
- Create Quality Issue or Create Quality Action in the Quality Management work area
- Create actions from the item page in Product Development
- Save As action
- Create Quality Action from a quality issue
- Object creation through REST APIs
New Default Assignee Field in Edit Type Page
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
To use this feature, the following roles and privileges are required:
- Job Role Name and Code:
- Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
- Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)