Document History

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

Date	Update Version	Notes
21 SEP 2018	Update 18C	Delivered new features in update 18C.
06 JUN 2018	Update 18B	Revised update 18B.
06 JUN 2018	Update 18A	Revised update 18A.

Update 18C

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
21 SEP 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 Go to 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

Product Development

Capture Electronic Signatures with Passwords to Meet Compliance and Audit Requirements

In most cases, signatures are required for a prescribed set of transactions, product sets, or documents. Capturing proper documentation can be difficult, leading to outdated and inefficient management of paper records.

You can now provide more granular auditing and traceability of user sign-off on a change workflow with electronic signatures, to support strict compliance for regulated industries such as Life Sciences. Simply enable an advanced signature capture option that mandates the need for a user ID and a password. When you capture approval history using electronic signatures with passwords, you only need a single approval within the Product Management tool; you do not need to sign off or approve the same content in two or more locations.  You can meet compliance requirements without maintaining a separate ride-along process for signature capture.

Electronic Signature Setup

User Sign-in Prompt

Steps to Enable

1. Navigate to the Setup and Maintenance work area.
2. Search for the task Manage Approval Groups.
3. Click the task to open BPM Worklist in a new browser tab.
4. Click Task Configuration.
5. Search for and select ChangeOrderApprovalTask.
6. Click the Edit Task icon (pencil icon) next to the Tasks to be configured header.
7. Click the Access panel tab.
8. Choose Password Required in the Signature Policy list.

Use REST Web Services for Change Management and Item Where-Used Queries

Integrate with external systems using REST web services to improve your management of change orders, item structures, and item where-used information.

Use the Change Management and Item Where-Used REST services to do the following:

• Redline item header attributes 
• Redline reference designators
• Redline affected item AML
• Redline change order headers and affected item attachments
• Redline item substitutes 
• Retrieve where-used information of an item

Leverage these REST web services to improve the management of changes and the collection of where-used information for your items through the integration technology made available to you or your systems' integrators.

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.

Manage Conflicts During Execution of Multiple Scheduled Changes for Affected Items

The rework or canceling of change orders due to conflicting concurrent changes can be very costly to your organization.  Change orders are initiated and then withdrawn or canceled, only to be recreated after all pending change orders are investigated for conflicts and remedies.

Validate item rules and review warnings about other changes that are in process for affected items that you add to a change order.  When an affected item is already assigned to a pending change order, a warning message appears and prompts you to confirm that you want to continue with the change.  You can then make informed decisions about the timeliness, and sequencing or combining of change orders, and adherence to business rules, even before the change workflow begins.

With this functionality, you can:

• Ensure data consistency while editing affected objects
• Avoid concurrent changes and reduce effort to merge changes late in the process
• View important information directly on the Affected Objects tab

Warning Message - Affected Item Already on Pending Change Order

Steps to Enable

No steps are required to enable this feature.

Notify Suppliers of Change Requests and Improve their Navigation Experience

Delays in communication and information exchange between you and your suppliers can be very costly to your company.  It is unrealistic to assume that a supplier would take the initiative to go and search for a required action, especially with the number of customer and supplier relationships in today's global supply chain. The late implementation of a change can cost hundreds of thousands of dollars to your bottom line, whether it is a cost reduction, quality event, or new product introduction change. You need to enable quicker navigation and faster response times for change collaboration with suppliers.

Improvements to the Supplier Portal now enable suppliers to not only search for and access change requests that they have been added to, but also view notifications about change requests that require approval, and navigate to affected items directly from the change request notification.

The Supplier Portal user will not see affected objects belonging to other suppliers or any comments on the approval notification panel. The workflow history on the Change Request notification panel will not be visible to the user.

With these improvements, you can easily protect supply chain data and your company's intellectual property while collaborating with suppliers. The improved notification process and navigation, and the restrictions on visibility, ensure that your suppliers get the information needed for their success and yours.

Supplier Notification

Steps to Enable

No steps are required to enable this feature.

Perform Impact Analysis on a Change Request

Initiating a change order process without a full assessment of its effect on all of your products, services, and supply chain, can cause costly rework and non-compliance situations for your company.

Analyze the impact of a change request by viewing the top-level assemblies, as well as multi-level structures that are impacted by the change. Understand the full scope of the request through a complete assessment of the impact of a change and decide who should be part of the change management process.

Providing impact details ahead of a change order process helps to ensure the right people are involved in the change and full design and supply chain assessments can be made at a less costly point in that process.

Change Request Impact Analysis

Steps to Enable

No steps are required to enable this feature.

Set Cycle Time Thresholds to Improve Change Management Process

Lengthy and unmeasured change management processes can place a heavy burden on your company and its products and services. You can now establish and capture change order cycle time thresholds in the Oracle Transactional Business Intelligence (OTBI) application.  Use OTBI's support of cycle time thresholds to monitor, manage, and assess your change management process for bottlenecks and areas of concern.

With these measurement criteria, you can address delays in your process and identify improvements to quickly implement changes.

The following screen capture shows a sample report created using the new metrics:

Sample Report Showing Cycle Time Thresholds

The following screen capture shows the new measure, Cycle Time Threshold in Days, added in the Product Management - Change Order Real Time subject area.

New Measure in the Change Order Real Time Subject Area

Steps to Enable

You can add the new Cycle Time Threshold in Days measure to your existing reports, or create new reports that use the new measure. 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.

Capture Change Order and Change Request History

View the action history of your product or document change orders and change requests. You can use the History tab on a change to clearly view specific actions, status changes, and approval events.  You can see what actions were taken on a change and by whom, and ensure that a granular audit trail is recorded for each change. The current focus is on status changes.

This functionality provides you with the details necessary to audit your change management processes as well as retrace the steps of a change order or change request to understand all of the actions and workflow movements throughout the lifecycle of that change or change request.

View History

Steps to Enable

No steps are required to enable this feature.

Product Hub

Manage Item Templates of an Item Class Efficiently with Improved User Interface

Creating new item templates for multiorganizational companies is a time consuming task. It is often error prone due to the extensive manual effort required for initial implementations and on-going maintenance, which are inherent in ever-changing enterprises.

The Item Templates user interface is now enhanced to support copying of templates to other organizations. In addition, if these templates fail to get created under any circumstances, you can add predefined item templates directly from the user interface.

The ability to copy item templates to multiple organizations in one go allows data stewards to use their time more efficiently. It allows new and on-going maintenance changes to be executed faster. The ability to add predefined item templates through the UI directly makes the overall application more robust as there are built-in mitigation flows for possible environmental challenges.

The following screen capture illustrates the feature and its benefits.

Copy Multiple Templates to Multiple Organizations

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can also choose an organization hierarchy while copying one or more templates. The selected templates get copied to all the organizations in the chosen organization hierarchy.

Role Information

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

• Privilege Name and Code:
  • Manage Item Class (EGP_MANAGE_ITEM_CLASS_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)

Map Nested XML Structures in Import Maps

The Import Map user interface is now enhanced to support the mapping of complex XML structures. You can map multilevel item structures and packs defined in XML files with nested tree structures. Import maps have also been enhanced to map multiple rows of multirow extensible flexfields, multiple item attachments, and so on, that are defined as repeating XML nodes. You can also map and import language specific item data, unit of measures, and others that are defined in XML node attributes.

The following screen capture illustrates this feature and its benefits.

Import Map Enhancements for Mapping Nested XMLs

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

To import packaging and structure data, first map the parent node containing item information to item node in the Master Data region of import maps. Then, map the parent node from the starting point of the packaging-child-item information or structure-child-item information to the pack or structure node in the Master Data region of import maps.

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)

Use Item Definition Grouping

With this update, you can group item organizations and inventory organizations into logical sets of organizations with each set made up of one Item Definition Organization (mandatory) and many Reference Organizations (optional) that use identical attribute values for an item. For example, let us say you have multiple distribution organizations in California (for example San Francisco, Santa Cruz, and Los Angeles) for marine engine parts. Let us also assume that all the distribution centers in California for marine engine parts have identical attribute values (for example, Lead Time = 7 days, Invoice Enabled = Yes). Under such a scenario, you can group the organizations by making the San Francisco distribution center as a representative Item Definition Organization and by making the rest of California distribution centers (for example, Santa Cruz and Los Angeles) as Reference Organizations.

For each set of organizations, item attributes are maintained only in the Item Definition Organization (for example, San Francisco). These attributes are available in a read-only mode during runtime for inheritance by any of its associated Reference Organizations (for example, Santa Cruz and Los Angeles). In other words, for an item, the item attribute values in a set consisting of a Definition Organization and their associated Reference Organizations are identical.

As and when the business needs change, subject to certain conditions, you can modify any of the said set of organizations by removing or reassigning any of its Reference Organization to another such organization set. If the business needs dictate so, you can also dismantle the set by converting its Item Definition Organization into a Reference Organization. Conversely, you can create a new set by converting an existing Reference Organization into an Item Definition Organization.

Because the Reference Organizations inherit the item attribute values from the Item Definition Organization (for example, San Francisco) at runtime only, there is no need to maintain item attribute values at the Reference Organization level (for example, Santa Cruz and Los Angeles). This results in a significant reduction in the volume of item data pertaining to item attributes. The reduced data volume has cascading benefits such as shorter item-data migration time even for large and complex businesses, and improved item search performance throughout Oracle Cloud applications. In short, this update helps you with further optimized item-attributes data management capability.

The following screen capture illustrates the feature and its benefits:

Manage Item Organization Parameters

Steps to Enable

You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

After you opt in, perform the following steps to enable item definition grouping:

1. Login as a Supply Chain Implementation Consultant.
2. In the Setup and Maintenance work area, select the Product Management offering, and then select the Item Organizations or Inventory Organizations functional area.
3. Search for and open the Manage Item Organizations task.
4. Configure item definition organizations and item reference organizations.

Tips And Considerations

• This feature allows you to maintain item attributes at the item definition organization only. By carefully evaluating the business need to control attribute values at the organization level, it may be possible to reduce the number of item definition organizations you may need.
• Organizations tend to have identical attribute values when grouped by geography (for example, Northern California, Southern California) or business functions (for example, Distribution Division).

Key Resources

• Product Information Management White Papers on support.oracle.com (Doc Id: 2150638.1)

Role Information

• Job Role Name and Code
  • Supply Chain Implementation Consultant (ORA_RCS_FACILITY_SCHEDULE_MANAGEMENT_DUTY)
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Import Product Catalogs Using File-Based Data Import

Catalogs can now be created and maintained through the catalog import interface. You can now import a complete catalog and catalog-category hierarchy content from any source using the catalog import interface in conjunction with the Catalogs file-based data import (FBDI) template. Item category assignments can be imported through the existing item import interface.

The catalog import interface uses a FBDI template that provides a formatted spreadsheet where you provide your catalog information. You can use the template to create a complete catalog or update an existing catalog. You can also specify additional catalog content such as attachments and descriptive flexfields into this spreadsheet. The detailed status of the import is available in the catalog import log.

The catalog import framework replaces the existing Edit in Spreadsheet capabilities. It extends this functionality to handle larger catalogs and allows external catalog to be imported into the system using integration processes.

Note that the Publish Catalog report will be replaced with full capabilities of the reporting framework. You will be able to create and configure any report using the catalog content in conjunction with other content.

The following screen capture illustrates the FBDI template:

FBDI Template Contain UNSPC Classification

Steps to Enable

Download and review the latest Catlogs import template in the File-Based Data Import for Oracle Supply Chain Management 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.

The following is an overview of the steps required to import catalogs using the Catalogs import template. More information is available in the Instructions tab of the Catalogs import template.

1. Download the Catalogs import template.
2. Enter the data into tabs in the spreadsheet template file.
3. Generate the CSV file in a zipped file format.
4. Upload the zipped file to the Oracle Universal Content Management application repository.
5. Load the data into the Catalog Management interface tables.
6. Import the data into the Catalog Management product tables.

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)
  • Product Manager (ORA_PRODUCT_MANAGER_JOB)

Execute Reports and Analytics from the Product Information Management Work Area

You can now execute reports and analytics directly from the Product Information Management work area. Use the Reports and Analytics icon, which is available in the side panel, to execute business intelligence reports. Alternatively, you can continue to execute your reports from the Reports and Analytics work area.

The following screen capture illustrates the feature and its benefits:

Invoke Reports and Analytics

Steps to Enable

No setup is required to enable this feature.

Role Information

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

Innovation Management

Use Advanced Search for Proposals in Portfolios

Extend the advanced search for proposals to match specific criteria during portfolio analysis, and quickly identify those proposals that are a good fit to fill portfolio gaps and achieve targeted growth objectives.

Portfolio managers can use the Select and Add option to include search criteria such as Proposal Status, Proposal Type, Latest Version, and custom attributes, and use these in conjunction with operators such as Contains, Does Not Contain, Equals, Is Blank, Between, Greater Than, etc.

With this feature, you can easily evaluate dozens of proposals to identify those that best meet the overall portfolio objectives.

The following screen captures illustrate this feature and its benefits:

Use Select and Add to Include Custom Attributes As Search Criteria

Custom Attributes Appear As Search Fields

Filter Search by Additional Criteria and Operators

Steps to Enable

No steps are required to enable this feature.

Role Information

• ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB

Manage Data Security in Innovation Management Subject Areas

Restrict visibility of information on critical projects, innovations, or new technologies, to a selected, secured team of collaborators, reviewers and approvers. You can add a Team to an object, to ensure that it is accessible and visible only to team members. This data security is extended across Oracle Transactional Business Intelligence for Innovation Management subject areas.  When a team is assigned to an object, and Allow Access to Team Members Only is selected, only the team members have visibility of the analysis through a secured view.

Steps to Enable

Perform the following steps:

1. In the Navigator, select the Ideas work area (for Ideas) or the Concepts work area (for Ideas/Proposals/Concepts/Requirements Specification).
2. Select a specific object using Manage Ideas for Ideas or Manage Proposals /Manage Concepts/ Manage Ideas/ Manage Proposals/ Manage Concepts/ Manage Requirements Specifications.
3. Select Manage Team from the Actions menu of an Ideas/Proposals/Concepts/Requirements Specification.
4. Select the Allow access To Team members only option.
5. Select and add users using the Search field.

Tips And Considerations

This enhanced data security is now available for the following Subject Areas: Ideas, Proposals, Concepts and Requirement Specifications. To make sure the data security is applied to your analysis, ensure that the analysis contains at least one measure (such as # Ideas in the Ideas Subject Area).

Manage Ideas Using REST Services

Capture ideas from multiple sources including external systems and applications to boost your ideation capabilities. You can now use REST APIs to get, create, update and delete ideas, thus enabling communication between external systems, portals or social applications, and Innovation Management Ideation Cloud Service.  REST resources include ideas, attachments, votes and comments. REST APIs extend Ideation to help you capture and react to the true voice of the customer.

Use the Ideas REST service to do the following:

• Create, update, or delete ideas
• Create, update, or delete idea attachments, votes and comments

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.

Refresh Requirement Specification to Correct Sequence Numbers

The drafting of requirements is typically a cross-functional, multiple stakeholder, collaborative activity, with many users editing the specification simultaneously. To prevent multiple users from duplicating sequence numbers, a new action icon Refresh is now available. You can use this icon to sort and reorder the requirement nodes in the tree. This action enables an automatic save of current edits to the specification and resets duplicate tree sequence numbers.

The following screen capture illustrates this feature:

Refresh Icon to Correct Sequence Numbering

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

When working on requirement specifications simultaneously with multiple users, click Refresh before adding new requirements. This will ensure that the requirements are presented in the correct sequence.

Use Web Services to Manage Idea and Proposal Teams

With no shortage of ideas, it is a challenge to quickly evaluate and progress ideas with the most potential value.  New APIs enable you to automate the process of adding team members to ideas and proposals based on object attribution values.  You can quickly add the right team members to each idea or proposal to enable faster focus and cycle time for evaluation, and determine which ideas to progress into the innovation funnel for potential commercialization.

The following operations have been added to Idea Web Service and Product Concept Web Service (applicable to both Concepts and Proposals )

• addTeamMembers
• deleteTeamMembers

Steps to Enable

Review the SOAP service changes, and update your SOAP implementation as desired.

Key Resources

• Refer to the SOAP Web Services for Oracle Supply Chain Management Cloud documentation, available on the Oracle Help Center.

Analyze Portfolio Resource Time-Phasing with Oracle Transactional Business Intelligence

The analysis of resource needs against resource capacity is a crucial metric in determining the right portfolio.  This is often a cumbersome and error-prone process, involving the aggregation of resource needs with different start and end dates per proposed project and across multiple resource types, causing delays in making investment decisions.

Take quicker decisions with clearer insights, using the following new metrics, dimensions and dimensional attributes added to the Portfolio Resources Real Time subject area within the Resource Time Phased folder:

• Resource Head Count Per Month
• Resource Head Count Per Quarter
• Resource Head Count Per Year
• Resource Capacity Per Month
• Resource Capacity Per Quarter
• Resource Capacity Per Year

With these new analyses, you can perform a what-if analysis prior to saving a portfolio. This enables your organization to evaluate the use of resources against available capacity and present capacity, and perform time-phased resource analysis, with easy-to-consume management reporting.

The following screen capture shows a sample analysis that leverages the new metrics:

Sample Analysis

The new metrics and attributes are available in the Innovation Management - Portfolio Resources Real Time Subject Area.

The following screen captures show the location of these new metrics and attributes, and a sample request:

Resource Time-Phased Folder

Sample Request

Steps to Enable

You can add the new dimensions and dimensional attributes in the Portfolio Resources Real Time subject area to your existing reports, or create new reports that use the 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.

Tips And Considerations

With the introduction of time-phased metrics, you can create a time-phased OTBI chart without the need to break down the resource pool by time buckets,such as months or quarters, in the Resource tab of the proposal. This reduces the number of rows you have to add in the Resource tab of the proposal.

Role Information

• ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB 

Manage Attachments in Innovation Management

Attachments such as spreadsheets, justifications, and preliminary specifications can change versions iteratively during the lifecycle of the innovation process as the related discovery unfolds. The inability of users to associate a specific version or track a date history makes it difficult to track progress and ownership, and creates the risk of one user overwriting another's efforts.

For ideas and proposals, you can now associate a specific version of an attachment, and check in, check out, or download the most current version of an attachment.  Streamlined file attachment steps minimize user clicks and navigational steps required to add multiple attachments simultaneously.  The feature offers visibility and traceability into attachment details and history.

The following screen captures illustrate the feature and its benefits:

Add Multiple Files as Attachments

To check in or check out attachments, you can use the icons on the toolbar or the options in the Actions menu.

Check In or Check Out Attachments

View File Revision History

You can set one of the versions as Active. Any version of the attachment can be downloaded.

Steps to Enable

No steps are required to enable this feature.

Quality Management

Manage Quality Inspection Plans Using a REST Service

Oracle Quality Management Cloud provides web services to enable integration with external systems, such as an external quality management system, shop floor devices, or mobile devices. With this update, you can now create and update quality inspection plans.

Use the Inspection Plan REST service to do the following:

• Get quality inspection plan details, specifications, and inspection criteria
• Create and update quality inspection plans details
• Create, update, and delete quality inspection plan specifications
• Create, update, and delete quality inspection plan criteria
• Create and delete attachments at any of the following levels:
  • Inspection plan details
  • Inspection plan specifications

This REST service helps streamline the management of inspection plans by automating the initial load of inspection plans, synchronizing inspection plan changes, and sharing inspection plans with external systems.

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.

Role Information

• Privilege Name and Code:
  • Edit Inspection Plans (QA_EDIT_INSPECTION_PLANS)
• Job Role Name and Code:
  • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)

Configure Inspection Actions

Quality Engineers require a methodical approach to implement post-inspection activities and procedures based on the outcome of quality inspection for a particular item, supplier, resource, or business process such as incoming, in process, and final inspection. With configurable inspection actions, you can configure the If-Then decision rules of what actions the user or application should take to ensure compliance with standard quality procedures. As part of an inspection plan, you can visualize and define action rules based on the inspection plan specifications. When results entered for one or more inspection characteristics match the action rule conditions, the corresponding action is triggered. With inspection data, proper follow-up procedure, and disposition you can ensure adherence to the highest quality standards.

Configurable inspection actions will allow you to:

• Change the material status of a lot, serial, or subinventory
• Create a nonconformance issue
• Display alert messages
• Trigger a quality inspection business event that can be extended through PaaS integration to call a web service
• Send a workflow notification to a specified recipient
• View the noted history of actions triggered

Manage Inspection Action Rules

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The setup of action rules in the Inspection Plan UI is optional.

Save the inspection plan specifications before configuring the inspection action rules.

You can define one or more inspection actions per inspection characteristic.

You can re-implement the automatic generation of nonconformance data using configurable inspection action rules.

NOTE:  You can create and modify inspection actions only from the Inspection Plans UI. You cannot create or update them using the Manage Quality Inspection Plans REST services.

Role Information

• Privilege Name and Code:
  • Edit Inspection Plans (QA_EDIT_INSPECTION_PLANS)  
• Job Role Name and Code:
  • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)

Manage Data Security Across Issues and Actions

The new Security panel on Issues and Actions enables you to restrict data visibility and access to each object. You can add specific users and roles in the Security panel of an object to make sure only these users and roles are able to access these issues and actions. Creators and assignees have automatic access to their issues or actions.

Security Panel on a Quality Issue

Steps to Enable

Since data security has been enabled in order to protect issues and actions from being seen by unprivileged users, some additional setup steps are required. Each user role, such as a Quality Analyst, must have data security grants assigned to access issues and actions.

Perform the following steps to enable this feature:

1. Open the Security Console.
2. Search for and edit all the roles that should be able to access issues and actions.
3. On the Data Security Policy tab of the Role Definition, grant access to the ENQ_ISSUES_B and ENQ_ACTIONS_B DB resources by instance set.

Configuring Access to Quality Issues and Actions in the Security Console

In addition, for every user who needs to add new entries to the Security panel of the quality issue and quality action, the respective user role should be able to modify the Security table.

To enable this:

1. Search for and edit all the roles that should be able to add new entries to the Security tab of a quality issue or quality action.
2. On the Data Security Policy tab of the Role Definition, you need to grant access to the FND_OBJECTS resources by instance set, for quality issues and for quality actions (two entries).

Configuring Rights to Add Entries in the Security Panel of Quality Actions and Issues

Tips And Considerations

In order to make these "private" issues and actions "public" again, remove all users and roles from the Security panel. Once you do this, all other users with privileges can see the issues and actions again.

Display Manufacturing Resource Instance

When raising a resource production exception in Manufacturing, you can define a more granular representation of a resource instance.  This resource instance is stored and displayed along with the affected manufacturing resource on the quality issue that was created as a production exception.

With the addition of resource instance details on the Affected Objects page of quality issues or actions, and visibility of this information within Oracle Transactional Business Intelligence analysis, you can quickly assess which child of a resource is contributing most to production exceptions, and requires immediate attention.

Resource Instance Details Displayed

Steps to Enable

No steps are required to enable this feature.

Mandate Signature Password upon Workflow Approval

In some industries, a prescribed set of workflow approval transactions for quality issues or actions require greater granularity of electronic signatures. You can enable an advanced signature capture option that mandates the need for a user ID and a password supporting the strict compliance requirements for regulated industries, such as Life Sciences, to maintain the audit history and traceability of signatures.

User Name and Password Required Fields for Approval

Steps to Enable

Set the signature policy of the workflow approval task to Password Required.

Set Up Signature Policy As Password Required

Extend Quality Issues and Actions Using Application Composer

Oracle Quality Management Cloud currently allows you to configure existing ready-to-use objects such as adding user-defined attributes. New extensibility capabilities now available through Oracle Application Composer greatly expand the ability to configure Quality Management's standard issues and actions objects. You can modify and enhance existing business processes using:

• New Attribute Types: DCL, Checkbox, Percentage, Date Time, and Long Text
• Dynamic Field Layouts: Group attributes based on criteria that align with your processes
• Tabs: Show or hide and reorder tabs based on criteria, and add URL tabs
• Buttons and Actions: Add user-defined actions and buttons

Application Composer leverages a set of standard design patterns and wizards to remove the complexity of making user-defined changes, allowing you to focus on the application changes required for your business.

Configuring Buttons and Actions Using Application Composer

Newly Configured Action Displayed in Actions Menu

Steps to Enable

For details about configuring Quality Issues and Actions objects using Applications Composer, refer to the Oracle Applications Cloud: Configuring and Extending guide, available on the Oracle Help Center.

Update 18B

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
06 JUN 2018	Complete New Item Request Tasks with Simplified Navigation	Updated document. Feature delivered in update 18B.
20 APR 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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

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 Go to 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

Innovation Management

Use Application Composer Extensibility Framework for Innovation Management

Innovation Management currently allows you to configure the existing ready-to-use objects such as new attributes and user-defined page layout. Prior releases, however, had limited support for the highly desired modifications. This update fixes that issue.

Application Composer is a browser-based configuration tool that enables not just application developers but also business analysts and administrators to extend Oracle Innovation Management. For example, easily create user-defined objects, user-defined child objects, and user-defined tabs for concepts, proposals, portfolio, ideas, and requirements. In Application Composer Studio, you can also create multiple groups, add attributes in each group, and arrange the attributes in dynamic field groups.

Application Composer helps you to easily handle the complexity involved in modifying your business processes. It either leverages a set of standard design patterns and wizards to create modifications that are additions and enhancements to the core features, or provides access to related data, when required.  This allows you to focus on the application changes that your business needs, and Application Composer creates the underlying object artifacts for you.

The following screen captures illustrate the feature and its benefits.

Configure Field Groups

Display Field Groups in the UI

Configure URL Tabs

Display URL Tabs in the UI

Configure User-Defined Objects

Display Custom Objects as a Separate Work Area

Steps to Enable

No steps are required to enable this feature.

Add Roles to Manage Team for Ideas, Proposals, Concepts, and Requirement Specifications

For ideas, proposals, concepts, and requirement specifications, you had limited capabilities to add users separately to each of them for managing the team. Now with enhanced Manage Team functionality, process owners can search, select a role, view all users with a specific role, and further add or remove users for a specific idea, requirement specification, proposal, or concept. This provides an easier process to extend collaboration across a broader set of users.

The following screen capture illustrates the feature and its benefits.

Add Team

Steps to Enable

No steps are required to enable this feature.

Use Web Services to Add or Update Attachments to Ideas

Ideas come from different external sources and often have additional descriptor attachments like an image, photo, or other documentation. Now leverage the extended web services to add or update supplemental attachments to ideas when creating or updating the ideas. This eliminates the manual activities that are otherwise required to add this supplemental information. This helps you to reduce the ideation to action cycle time.

Steps to Enable

No steps are required to enable this feature.

View Gantt Charts and Resources as Separate Tabs of Roadmap Analysis

The Product Development Schedule Gantt, Resource Utilization and Requirements Specification Analytics combines a lot of critical information in a small area of the user interface.   You now have the Product Development Schedule Gantt, Resource Utilization, and Requirement Specification tabs as separate but connected horizontal tabs. The relocated resource selector for Resource Utilization at the top of Resource Utilization chart gives you better visibility across a larger number of elements. The redesigned view of the View Schedule versus Resource Analytics tab significantly improves analysis of resource utilization and enables the ability to make insightful decisions.

Portfolio Roadmap Tab

Steps to Enable

No steps are required to enable this feature.

Get Insights into Idea Votes and Like Counts Using Transactional Analytics

In an innovation scenario or campaign, many ideas can be submitted for consideration. It is a challenge to identify and select ideas from that pool which progress to the portfolio funnel. With analytics that summarize the counts of idea votes and likes, you can quickly gauge the interest for each idea. This helps you make fact-based decisions by identifying the ideas with the highest merit and potential for achieving the portfolio objectives. 

The following screen capture illustrates the feature and its benefits.

Steps to Enable

No steps are required to enable this feature.

Key Resources

• Oracle Supply Chain Cloud Documentation| Tasks|Analyze and Report

Product Development

Define Business Events for Integration Cloud Service

Define business events for change in the status of change orders for Integration Cloud Service (ICS). The change order events include Open, Interim Approval, Approval, Scheduled, and Completed events. These business events enable you to the trigger external processes on status changes, implement cross system processes, and adapt standard functionality to support your business requirements.

Steps to Enable

No steps are required to enable this feature.

Seamlessly Handle Change Management Activities with Consistent User Interface

Use the new opt-in user interface for change management activities in both the Oracle Product Development Cloud and Oracle Product Hub Cloud applications.  You can now display the same change management interface for both applications for a seamless experience. You can now see redline information for edited component attributes.

Redline support is enabled for the commercialization change orders in Product Hub. You can expand the arrows to redline different attribute groups like:

• Component Details
• Component Material Control
• Component Order Management
• Component Shipping Details. 

The following screen captures illustrate the feature and its benefits.

The redline support includes:

• A red dot as a redline indicator
• Logical grouping of redline attributes in the redline summary. For example, the Component Details in the following screen capture:

• Listing affected objects in a dropdown along with a count and a right arrow to easily redline multiple objects.

• Supporting creation of alternate structures

Steps to Enable

For new customers, Simplified Change Management Interface is automatically enabled for Product Data Hub.

For existing customers, you can enable Simplified Change Management Interface for Product Data Hub, by logging in as an implementation user.

1. From the Navigator, click My Enterprise > New Features.
2. Select the Product Management offering.
3. Click Go to Opt In for the Use Simplified Change Management Interface feature.

Upload Bulk Attachments for Computer-Aided Design Integration with Cloud

Add bulk attachments to one or more items in the same web service call. The web service call supports attachments of file type: URL and Text. This improves the overall performance of the computer-aided design (CAD) integration with cloud. You can also perform bulk operations to add item-design relationships to shorten the overall processing time of larger data sets.

Steps to Enable

No steps are required to enable this feature.

View Approved Manufacturer Parts Directly in the Item Structure Table

Get an overview of approved manufacturer parts for the current item. You can query by example, sort, and export approved manufacturers list (AML) data from this table.

The following screen captures illustrate the feature and its benefits.

Item AML Displayed in a Separate Subtab

Display of AML Across the Structure

Steps to Enable

No steps are required to enable this feature.

Leverage Structure Approved Manufacturer Table View Improvements

Use the new Structure AML table view to sort, query by example, and export information from the item structure table itself.

The following screen capture illustrates the feature and its benefits.

Steps to Enable

No steps are required to enable this feature.

Manage Tasks for Change Orders

Define tasks for a change order that cater to your business process requirements. Optionally assign tasks in a change order workflow to relevant users to complete them for the change order to move to the next workflow state.

This feature enables you to create a standard change management process and manage deliverables before executing a change. Additionally, you can also manage your own personal list of work items to ensure that you are working on the right things at the right time.

The following screen capture illustrates the feature and its benefits.

Manage Tasks

Steps to Enable

No steps are required to enable this feature.

Define and Configure Item Flexfields

Define attributes relevant to your role using the Setup and Maintenance work area. Specify which extendable flexfield attribute groups should be visible in the application. Also, define in which sequence the attribute groups must appear in the Oracle Product Development Cloud user interface.

Steps to Enable

The following steps describe how to define and configure Item extensible flexfields for Product Development with an example:

1. Define the extensible flexfields attribute groups and assign them to an item class page.

• In the Setup and Maintenance work area, create multiple extensible flexfields attribute groups, for example, AG1, AG2 and AG3
• Go to an item class > Pages and Attribute Groups > Attribute Groups and add AG1, AG2 and AG3.
• Go to the pages node and create a new page, for example, PD Page. Add AG1 and AG2.
• Choose the order of display for the attribute groups.

2. Define the Functional page setup:

• Navigate to Functional Item Pages and from the Item Page dropdown for Product Development row, select PD Page.

3. Deploy the extensible flexfields.
4. Verify the setup in Product Development User Interface:

• Navigate to Product Development and create a new item for the above class. Ensure that AG1 and AG2 appear in the right order.
• AG3 must not be displayed in the UI as it is not displayed in the PD Page.

Control Access to Manufacturing Parts with View-Only Privilege

Use the View Trading Partner Item privilege to give view-only access permission to relevant members for manufacturer parts. This gives you more control, enabling you to decide who can edit and who can only view the manufacturer parts.

The following screen capture illustrates the feature and its benefits.

View Only Access to MPNs

Steps to Enable

No steps are required to enable this feature.

Secure Engineering Item Structures in Your Master Organization

Management and ownership of primary structures remain with engineering in the Product Development work area. You can create alternate structures in the master organization, but they must be created within Oracle Product Hub Cloud.  You can edit alternate structures only  in child organizations after the lifecycle of the structure reaches Prototype or higher.  You manage ownership of item structures by work area, organization, and lifecycle phase.

The following screen capture illustrates the feature and its benefits.

Manage Alternate Structure Through a Change Order

Steps to Enable

No steps are required to enable this feature.

Leverage New Item Request Task Improvements

Easily manage new item request tasks from either the New Item Request notification or the New Item Request definition. For multiple items with tasks, you can now edit all items at the same time. This enables you to sign off tasks more efficiently.

User can select one or more rows on the New Item Request notification and click Edit Task Status, or click on the Go to Task icon to update tasks.

The following screen captures illustrates the feature and its benefits.

User can also edit the task status on the New Item Request definition. The user can access each of the item tasks by clicking on the navigation arrow.

Steps to Enable

No steps are required to enable this feature.

Quality Management

Use Application Composer Extensibility Framework for Quality Issues and Actions

Quality professionals need to find solutions to solve problems.  If a process to reduce risk is not in place, quality professionals define new processes.  If solutions are not in place to manage new events, they build new solutions.  Therefore, quality professionals require a quality platform that can meet their ever-changing needs.

In this update, Oracle extends the capability of Application Composer for Quality Issue and Actions.  Using the new Application Composer features, quality focused system administrators can:

• Create Parent Objects to model important business objects in addition to the various objects supported throughout Oracle Supply Chain Management Cloud.
• Create Child Objects to model tables/lists of information important to a given business process.
• Add additional tabs to standard and configured objects to create embedded solutions using parent and child objects.
• Configure Field Groups to better organize standard and user-defined attributes.

Application Composer is a vital part of the Oracle Quality Management Cloud and provides you the power and flexibility required to manage your quality program.

The following screen captures illustrate the feature and its benefits.

Configure Field Groups

Display of Field Groups in the UI

Configure User-Defined Child Objects

Display of User-Defined Objects in the UI

Configure Top Level Objects

Display of Top Level Objects in a Separate Work Area

Steps to Enable

No steps are required to enable this feature and its benefits.

Role Information

Requires Administrator role to open the Application Composer.

View Item Lot and Serial Number for Inspection Based Quality Issues

In a lot-controlled environment or a serialized environment, companies need to track the quality of a specific lot/serial in order to facilitate material usage and issue resolution decisions. Non-conformance for lot/serial controlled material may require disposition, follow up with suppliers and customers, or it may require specific actions by the material review board.

With this feature, you can capture lot and serial number against the Quality Issue’s Affected Object.  The lot/serial are recorded during Quality Inspection and presented via the Quality Issue user interface.  As a result, you have better visibility and management of lot/serial based quality variations.

The following screen capture illustrates the feature and its benefits.

Steps to Enable

No steps are required to enable this feature.

Role Information

Included with the shipped Quality Analyst role.

Collect Ad Hoc Inspection Results Using REST Services

Oracle Quality Management Cloud provides web services to enable integration with external systems, such as an external quality management system, shop floor devices, or mobile devices. With this update, you can now collect quality inspection results for ad hoc work-in-process, inventory, and resource inspections.

Use the new or updated REST services to do the following:

• Retrieve list of applicable inspection plans that could be used to collect inspection results 
• Create and update ad hoc Work In Process, inventory or resource inspection using any of the retrieved inspection plans, or against no inspection plan at all
• Create, update, and delete ad hoc inspection results
• Add, update, and delete attachments at the inspection and characteristic levels
• Retrieve inspection results data

Steps to Enable

No steps are required to enable this feature.

Key Resources

Refer to the REST APIs for Oracle SCM Cloud documentation available on the Oracle Help Center.

Role Information

• Privilege Name and Code:
  • Edit Inspection Results (QA_EDIT_INSPECTION_RESULTS)
• Job Role Name and Code:
  • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)
  • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
  • Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)

Product Hub

Automatically Synchronize Item Attributes with No Values During Import

You can now automatically null a single row item extensible flexfield values or delete multi row item extensible flexfield rows of a production item if that item is

• Updated through import, and
• No values are provided for the extensible flexfields while uploading the item data into an item batch using import maps

Blending rules now allows you to specify which spoke systems should null out attribute values during import, and which spoke systems should not null out attribute values using the Ignore Null flag.

If Ignore Null flag is deselected for a particular spoke system in a blending rule then while importing data of that spoke system, item attributes get synced for the attribute groups on which the blending rule is written.

This feature is useful when importing product data from trusted trading partners to augment information from data pools such as GDSN.

The following screen capture illustrates this feature and its benefits.

Ignore Null Flag for Spoke Systems in Blending Rule

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Synchronization of item attributes will only work if item data is uploaded to an item batch using import maps and blending rules exist with Ignore Null flag unchecked for the spoke system of the item batch.
• Ignore Null flag on the blending rules will only be available for selection if the blending rule is written on one or more attribute groups.
• Item extensible flexfields will not get synchronized if they are updated using Product Information Management Data Hub spoke system or spoke systems of Data Pool category.
• Ignore Null flag is not supported for item operational attributes.

Role Information

• Privilege Name and Code:
  • Manage Item Batch (EGI_MANAGE_ITEM_BATCH)
  • Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP)
• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Use Advanced Import Maps to Streamline the Item Onboarding Process

Import Maps have been enhanced to provide more flexibility when integrating Oracle Product Hub Cloud with a wide range of spoke systems. The following enhancements have been made to Import Maps:

• You can now create a single Import Map for mapping attributes across all item classes. Item Class filter has been added to the master data region of import maps for mapping item class specific attributes. This capability allows internal users as well as suppliers to load items across multiple item classes thus making it easier to load disparate items in a single upload.
• You can now map and import all item relationship types using import maps. Related Item and Cross-Reference relationship types have been added to the master data region of import maps.
• You can now map and import descriptive flexfields defined for an item, item revision, item relationships, structures, and trading partner items. Descriptive flexfields have been added under all supported entities in the master data region of import maps.
• Item and trading partner item attributes have been reconciled to ensure full coverage of attributes for mapping in import maps.
• While importing attachments using import maps, you can now mark an attachment as the primary attachment and specify the attachment sequence. Primary and Sequence attributes have been added under the Attachment node in the master data region of import maps.
• Two new expressions have been added to import map expressions for fetching the To Category or Item Class corresponding to the From Category defined in a specific catalog mapping in Manage Catalog Mappings task.
• You can now also change item class of an item using import maps. Item Class attribute has been added to the main attribute group under Item node in the master data region of import maps.

The following screen captures illustrate this feature and its benefits.

Item Class filter, Relationship Types and Descriptive Flexfields in Master Data Region of Import Maps

New Expressions in Import Maps

Steps to Enable

No steps are required to enable this feature.

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)

Leverage Visual Error Indicators for Smart Spreadsheets

Smart spreadsheet has been enhanced to prominently indicate errors and warnings for each row of data entered in the spreadsheet. You can also validate the data entered in the smart spreadsheet before generating the data file. This helps in quicker error correction and reduced overall onboarding and importing cycle time.

The following screen capture illustrates this feature and its benefits.

Smart Spreadsheet Data Validation Errors and Warnings

Steps to Enable

No steps are required to enable this feature.

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)

Use Blending Rules for Non-Supplier Spoke Systems

You can now blend the item data imported for non-supplier spoke systems using import maps. Blending rules have been enhanced to select non-supplier spoke systems while writing the blending rule. This increases the flexibility in onboarding data from spoke systems within your organization.

The following screen capture illustrates this feature and its benefits.

Blending Rules for Non-Supplier Spoke Systems

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Item data will be available for blending only if it is uploaded to an item batch using import maps, and blending rules exist for the spoke system of the item batch.
• Item data will not be available for blending if it is imported using Product Information Management Data Hub spoke system or spoke systems of Data Pool category.

Role Information

• Privilege Name and Code:
  • Manage Item Batch (EGI_MANAGE_ITEM_BATCH)
  • Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP)
• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Reassign Items to a Catalog or Category Using Item Business Rules

Enhanced Item Business Rules now allow you to reassign an item to a new item catalog category. This allows you to capture dynamic business scenarios where realigning items to a new catalog category is necessary.

For example, consider a scenario where the catalog setup does not allow multiple item category assignments. However, you have a condition to assign the item to a different catalog category. In such scenarios, with this new enhancement, item business rules automatically reassign the item to the new catalog category.

This allows you to automate reassignment of items to different catalogs, avoiding manual intervention which could result in errors.

The following screen capture illustrates the feature and its benefits.

Catalog Category Assignment Rule Setup

Steps to Enable

No steps are required to enable this feature.

Role Information

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_DATA_STEWARD_JOB)   
• Privilege Name and Code:
  • Manage Item Rule Set (EGO_MANAGE_ITEM_RULE_SET)

Automatically Assign Items to Child Organizations for a Master-Controlled Catalog

Items assigned to categories in a master controlled catalog are now automatically assigned for the item in the master organization and all child organizations. This eliminates the need to manually assign the items to categories for the child organization, thereby saving time and effort.

Steps to Enable

No steps are required to enable this feature.

Role Information

• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_DATA_STEWARD_JOB)
  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
• Privilege Name and Code:
  • View Item Category Assignments (EGP_VIEW_ITEM_CAT_ASSIGN_PRIV)
  • Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)

Track and Audit Changes to an Item Catalog

You can now track and audit changes to an item catalog by automatically recording the changes made along with the details of who made the changes and when. This helps you record the change history and to meet the compliance requirements of regulatory authorities such as Food and Drug Administration. 

The following screen capture illustrates the feature and its benefits.

Enable Audit Trail for Catalog

BUSINESS BENEFITS

Help enforce regulatory compliance and deter unauthorized changes to Item Catalog.

Steps to Enable

1. In the Setup and Maintenance work area select Manage Audit Policies.
2. Enable audit for Catalogs.

Key Resources

• Product Hub Audit Trail Release training

Role Information

• Privilege Name and Code:
  • Manage Audit Policies (FND_MANAGE_AUDIT_POLICIES)
  • View Audit History  (FND_VIEW_AUDIT_HISTORY)
• Job Role Name and Code:
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Complete New Item Request Tasks with Simplified Navigation

Inefficiencies in building item structures and setting attribute  can be very detrimental to the overall process and cycle time of releasing a product to market. 

As part of the commercialization of a product, you may have to create a new item request be created to ensure that information  is available for downstream business needs.  With enhancements in this release, accountable users can navigate directly to the definition workflow of a request to complete their assigned tasks without having to click through multiple pages of a request or numerous notification screens.  Your resources can efficiently move through all tasks required of them without having to return to the new item request.

Utilize your resources to improve the definition and content for your product record as opposed to navigating through screens unnecessarily.

The following screen captures illustrate the feature and its benefits.

Progress through Definition Tasks

Direct Navigation to Details Tab

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

• Definition tasks per item per step per assignee is consolidated into one Definition UI so when you edit the Task Status, the status will be applied to all definition tasks for the item
• To complete the definition task, you will still need to navigate to the Definition Notification to click "Done" button.

Update 18A

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
06 JUN 2018	Complete New Item Request Tasks with Simplified Navigation	Removed feature from update 18A.
19 JAN 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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

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

Leverage the Application Extensibility Framework (Applications Composer)

Oracle Product Lifecycle Management cloud allows you to to configure existing out-of-the-box Product Lifecycle Management objects, such as adding attributes. However, it does not allow you to create new objects, or link new and standard objects together to create and automate new business objects and business processes.

In this update, Oracle Product Lifecycle Management Cloud's Innovation Management and Quality Management products uptake the Application Composer application extensibility framework, which is currently used widely in Oracle Customer Experience Cloud. Application Composer is a browser-based integrated development environment that enables you to configure and extend Oracle Fusion applications without requiring complex technical knowledge. Application Composer allows you to modify existing standard objects that have been enabled for this purpose by Oracle, as well as to create entirely new objects and related fields. You can also create new Enterprise pages where your object and its fields are exposed to users.

Application Composer hides the complexity of configuration by leveraging a set of standard design patterns and wizards. You focus on the application changes that your business requires (object model extensions and layout changes, for example), and Application Composer creates the underlying object artifacts for you.

EXISTING STANDARD OBJECTS

Standard objects are ready to use objects delivered with your application. To configure the Application Composer, you must enable the standard objects. In this update, we have enabled a limited set of features on the following standard Product Lifecycle Management objects:

Applications Composer Feature	18.02	18.02
	Innovation Management	Quality
Additional attribute types	X	X
Dynamic layouts	X	X
Show or hide tabs	X	X
User-defined buttons and actions	X

You create objects using the Application Composer. You can create either top-level objects (objects without a parent) or child objects (objects created in the context of a parent).

CONFIGURING USER-DEFINED OBJECTS

For both standard and user-defined objects, you can view and edit the following details:

• Fields - Add new fields to an object
• Tabs - Add new tabs, show or hide and reorder tabs
• Pages - Modify the pages on which an object appears
• Buttons and links - Add customer actions and buttons on objects
• Server scripts - Write application logic that controls the behavior of an object's records
• Saved searches - Define saved searches for an object
• Relationships - Establish links between standard and user-defined objects

For user-defined objects, you can also view and edit the following details:

• Objects – Create new user-defined objects
• Security - Implement functional and data-level security for an object and its records
• Relationships - Establish links between standard and user-defined objects

These new extensibility capabilities greatly expand the level of configuration and modification of both standard as well as user-defined objects in the Oracle Product Lifecycle Management Cloud applications. This allows you to modify and enhance the existing business processes, or create entirely new business objects and processes that behave and look like standard objects and processes. In future releases, we will enable more features in the Innovation Management and Quality Objects, and also enable the Applications Composer on additional Product Lifecycle Management objects.

APPLICATION COMPOSER EXAMPLE

Oracle’s Hardware development team has been using the Product Governance and Compliance (PG&C) module from Agile PLM for many years to manage and report on environmental compliance regulations like RoHS and REACH. As Oracle transitions its internal deployment of Agile PLM to Oracle Product Lifecycle Management Cloud, they will leverage Application Composer to create several new objects to represent substances and material declarations, and a new PaaS rollup to manage and report on environmental regulations. The combination of Application Composer and PaaS allows users to create entire new business processes and applications that conform and fit inside the standard cloud application framework. Application Composer provides a user interface, search, attribute extensibility, security, and relationships automatically for any new objects, and the ability to define object behavior through scripting or PaaS extensions.

Product Development

Import Item Structures for Efficient Structure Building

Eliminating the need to recreate content in your product development solution improves the efficiency of the development process and its associated resources.  Additionally, you can greatly reduce the risk of data quality issues due to typos.  With this release, you can import structures with approved manufacturers lists (AML) for engineering items directly into Product Development Cloud.   Import using the File Import and Export option (accessible from Navigator > Tools) or using the Import Maps option (accessible from Navigator > Product Management > Product Information Management).

The following screen captures illustrate the feature and its benefits.

AML for Engineering Items in Import File

Imported AML in Product Development Item

Steps to Enable

No steps are required to enable this feature.

Create a Change Order Directly from a Change Request

When a change request is approved and your business is prepared to implement a change, a change order can be created directly from that change request.  Select data you wish to copy over to the change order by selecting affected objects and/or all attachments. As the change order is created, the relationships tab will automatically populate the change request number as a new relationship. The change request will now contain the change order number.  This gives you the link between a change order and its initiating change request, thereby minimize the time to create a change order and begin its approval cycle.

The following screen illustrates the feature and its benefits.

Create Change Order from Change Request Actions

Change Request Attachments and Affected Objects can Be copied to New Change Order

Original Change Request is Added to the Relationship Tab of the newly created Change Order

 

Newly created Change Order is added to the Relationship Tab of the original Change Request

Steps to Enable

No steps are required to enable this feature.

Manage Affected Items More Efficiently

Management of affected objects is critical for proper execution of change orders.  With this release, change coordinators have the ability to use the fill up and fill down feature on both lifecycle phase and effective dates columns of the affected object table. You can now export an affected object table to Excel and have inline visibility to the item class of affected objects.

Furthermore the following are the improvements to change orders:

• The change order header Descriptive Flex Field has been enhanced to handle up to 4000 characters in five of the Descriptive Flex Field text attributes (ATTR26-ATTR30)
• Change order reports shows component Descriptive Flex Field attributes
• Ad-hoc approvers in the change order workflow support user groups (roles) in addition to persons (users)

The following screen captures illustrate the feature and its benefits.

Fill Up, Fill Down and Fill Selected are Available for Lifecycle Phase and Effective Date on the Affected Objects Actions Menu.

A Warning Appears When You Select a Fill Option on Effective Date.

A lock icon now appears on the Change Order to indicate that it is waiting for a process to complete. The status is set to 'hold'.

Affected Objects Actions menu has an option to export to Excel. There is also an export icon.

The Affected Objects table now displays the item class.

Select Persons or Roles (Groups) as ad hoc approvers in the Workflow

Steps to Enable

No steps are required to enable this feature.

View Item and Item Structure Details in a New Table Format

A change to table views for items and item structures improves your visibility and accessibility to the item details you need. Determining the status of an item's approved manufacturer list (AML) is obvious when AML details and attributes are viewable in a format that promotes quick access to the information.  In addition to the improved access to item information,  additional search parameters have been added to further filter the values returned in your search.  You can now enter created by, updated by, creation dates, and update dates as additional search criteria.  These added search parameters refine the list of returned values for the items you are seeking.

The following screen captures illustrate the feature and its benefits.

Add AML and Attachments from Structure

Search Results with of the Created and Updated Data

Steps to Enable

No steps are required to enable this feature.

Segregate Users for Commercialization Activities on Items

Manage commercialization activities of your items by segregating the users or user groups who can create and edit commercialization attributes, and the users who can only have read access to the Commercialization Change Orders (CCO) and operational attributes.

The following screen captures illustrate the feature and its benefits.

CCO is Read-Only in Product Development

View of Affected Item on CCO in PD is Read-Only

Steps to Enable

No steps are required to enable this feature.

Improve Resource Utilization with New Search and Navigation Options

Reduce the time that your resources spend searching for critical item, document, change order or manufacturer information.  Leverage the additional search parameters on the manage pages for items, documents, change orders, change requests, manufacturers and manufacturer parts.  The new search parameters include created by, updated by, creation date and last update date. You can also search for items by Extensible Flex Felds (EFFs), and search for change orders based on the workflow attributes and header flex fields. The search results now give you more information like the change order header information, change type, and Descriptive Flex Field (DFF) attributes.

LEVERAGE THE ITEM AND CHANGE ORDER IMPROVEMENTS:

Analytics panel enables you to easily access the Business Intelligence content within the Item and Change Order work areas. This easy access to analytics, helps you make better business decisions.

Furthermore there is a restructured landing page, which shows "My Favorite Items" details by default. In order to simplify the page, "Cycle Time" infotile was removed.

ITEM IMPROVEMENTS:

Hovering over the Items in the Clipboard provides the Item Description, which helps you select the right Items:

Advanced Search in Items now includes Updated Date and Updated by options, which helps you to filter recently modified Items by name.

Advanced Search in Items includes Extended Flex Fields (EFF)

CHANGE ORDER AND CHANGE REQUEST IMPROVEMENTS:

Change Order and Change Request Search Criteria include Change Type, Updated Date, Updated By options, Click 'Add Fields' to add the Header Descriptive Flex Field attributes.

Change Order & Change Requests Search Results have been enhanced to provide the created date, created by and updated date, updated by details in the search results,

In addition, the Change Order Header and Descriptive Flex Field attributes also appear in the search results

The restructured landing page shows the details of the "My Favorite Items" infotile by default.

New Landing Page

Steps to Enable

No steps are required to enable this feature.

Create a Change Request Directly from an Item

Assigning an item or document to a change request is much easier now. A new Assign to Change Request action is now available on the item or document page as well as on the item or document structure view from where you can easily assign an item or a document to an existing change request or create a new change request on the fly.

The following screen captures illustrate the feature and its benefits.

Assign Item to Change Request from the Header Actions Menu

Assign Item/Structure to Change Request from the Structure Tab Actions Menu

Items are Added to the Affected Objects Tab of the Newly Created Change Request

Steps to Enable

No steps are required to enable this feature.

Use Web Services for Data Validations and Integrations

Data validations for lists of values are now enabled as part of the web service interface. Thanks to this feature, data created via change order web services respect the list of values and thus ensures the data quality.

Use the RedlineItemStructure web service for bulk processing of affected items, and for change operations like adding, updating, and deleting item components from an existing item structure.

Furthermore the RedlineItemStructure web service now supports the non-sync mode. The non-sync mode allows you to specify changes in the item structure by specifying granular change operations for one or more item components like

• Add a new item component
• Withdraw or remove existing item component
• Update an existing item component 

The RedlineItemStructure web service still supports the sync -mode, which allows to hand over the complete new item structure and allows automatic determination of which item component must be added, updated or withdrawn or deleted.

Depending on the scenario, use either sync mode or non-sync mode.

Steps to Enable

No steps are required to enable this feature.

Quality Management

Analyze Quality Issues and Actions Using OTBI Reports

When quality professionals grade a product or service quality, they turn to data.  When major problems arise, quality professionals require alerts.  People require data analysis tools to effectively manage large enterprise quality programs.

Analytical tools help answer questions such as:

• Have we identified a major quality issue?
• What is the status on severe issues?
• How quickly are we responding to problems?
• How often does a type of quality event occur?

In this release, quality professionals receive access to additional supply chain information through Oracle Transactional Business Intelligence (OTBI) for Quality Issues and Actions.

Quality professionals can now:

• Analyze real time quality information. 
• Create dashboards and analytics such as:
  • Criteria based alerts
  • Chart and trend data
  • Organize data into tables and pivot tables
• Build new analytics by selecting fields using drag and drop.  Examples include:
  • Standard fields
  • User defined fields
  • Affected items

Oracle Transactional Business Intelligence for Quality Issues and Actions helps you to build the data driven quality program your organization requires.

The following screen captures illustrate the feature and its benefits.

Screenshot of Quality Actions Subject Area:

Screenshot of Quality Actions Subject Area:

Steps to Enable

No steps are required to enable this feature.

Configure Workflows for Quality Issues and Actions

Quality programs require strict enforcement of processes and procedures.  Through process, quality professionals execute proper steps and verify the outcomes in order to provide a safe and effective product or service.

Using Quality Issue and Action’s new configurable workflow allows you to define:

• Workflow templates
• Workflow statuses
• Transitions from a given status to one or many other statuses
• Auto-Promote or Demote
• A status as editable or non-editable
• Predefined approvers

Once configured, people can select the new workflows to guide and manage each quality issue and corrective action.

By configuring your own quality issue and corrective action workflows, you will ensure that your quality program’s goals and objectives match the day-to-day processes executed across your enterprise.

Tasks to define the workflow statuses and templates are available in Setup and Maintenance:

• Manage Workflow Statuses for Product Lifecycle Management
• Manage Workflow Templates for Product Lifecycle Management

The following screen captures illustrate the feature and its benefits.

Workflow Status Definition

Workflow Template Details

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The previously shipped ready-to-use workflow templates are still available along with the new configurable templates. The ready-to-use workflow templates are still read-only.

Role Information

• Requires Admin role to open and modify the workflow templates in the Functional Setup Manager.

Integrate REST Services with Quality Issues and Actions

People focused on managing quality programs require gathering quality events from various sources throughout the enterprise and consolidating the information into a central repository.  By doing so, quality professionals are able to manage issues and corrective actions via a central repository that helps to provide a foundation for standard quality management practices, simplified analysis, and ensures that the enterprise is able to manage the risks they face every day.

REST services for Quality Actions now allow you to integrate your enterprise applications with Quality Management Cloud to:

• Create, update, search, and retrieve Quality Actions.
• Populate and update standard and admin-created attributes.
• Add attachments.
• Link affected objects.

Also, Quality Issues are improved and now allow you to populate and update admin-created attributes in addition to the previously released features.

Implementing REST services for Quality Issues and Actions allows you and your organization to realize the true potential of a connected enterprise quality management system and will help you to implement a safe, effective, and efficient quality program.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Online documentation of the REST APIs provides an overview of all supported operations and also shows some samples.

Role Information

• Included with the shipped Quality Analyst role

Use Application Composer Extensibility Framework to Configure Quality Issues and Actions

An enterprise quality platform must provide a capable technology foundation that is both powerful and flexible.  Such a foundation will allow quality teams to:

• Define and manage new processes,
• Make changes to existing processes,

The quality application must be able to grow and adapt to meet the needs of the broader organization.

In this release Oracle is proud to introduce Application Composer for Quality Issues and Actions.  Via Application Composer, quality focused system administrators can:

• Modify standard attributes
• Add user-defined attributes
• Change the Creation, Search and Details Pages
• Define user-defined business logic using Groovy
• Build user-defined user interfaces and business logic to even better suit users´ needs

Application Composer is a vital part of the Oracle Quality Management Cloud and provides you the power and flexibility required to manage your quality program.

Steps to Enable

No steps are required to enable this feature.

Role Information

• Requires Admin role to open the Application Composer.

Enter Inspection Results as Free-Form Text

In certain situations, additional data collection for observation or record keeping purposes is required but does not affect whether the quality specification has been met. For example, the reason for a particular defect could be captured as a description, which is entered as free form text.

With this feature, an inspection characteristic can be defined as a non-item, character-based data type without any value set or target, so that it can be added to an inspection plan without any specification values or directly to an inspection and then entered as free-form text during inspection. This type of inspection characteristic is specific to quality data collection and cannot be linked to the product specifications (for example, the item extensible flex fields). Any result entered for this inspection characteristic is considered acceptable. Thus, inspections become more flexible in collecting data for the purposes of traceability and further analysis that does not contribute to the overall conformance to quality standards.

Steps to Enable

No steps are required to enable this feature.

Role Information

To define non-validated non-item character data type inspection characteristics:

• Privilege Name and Code: Edit Characteristics (QA_EDIT_CHARACTERISTICS)   
• Job Role Name and Code: Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

To enter inspection results as Free-Form Text:

• Privilege Name and Code: Edit Inspection Results (QA_EDIT_INSPECTION_RESULTS_PRIV)   
• Job Role Name and Code: Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
• Job Role Name and Code: Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Job Role Name and Code: Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
• Job Role Name and Code: Receiving Agent (ORA_RCV_RECEIVING_AGENT_JOB)

Enter Inspection Results for an Inventory or Work in Process Lot

In a lot-controlled environment, companies need to track the quality of a specific lot in order to facilitate material usage decisions. Lot-controlled material could require inspection when received directly into inventory from suppliers, returned from customers, measuring final inspection quality, awaiting disposition from the material review board, or verification due to shelf life or retesting needs.

With this feature, you can record inspection results against a lot in a subinventory and optionally locator if locator-controlled or at the last operation of a work order when the product is completed. When creating an ad hoc inventory or Work in Process (WIP) inspection through the user interface, you can enter the lot number as the basis for inspecting samples or serial numbers if the item is serial-controlled. The inspection disposition of accept or reject for the lot helps you make an informed decision on how to use the lot for the purposes of planning, manufacturing, shipping, and so on. Furthermore, you can leverage Oracle Transactional Business Intelligence (OTBI) to analyze rejection rates by lot with the ability to join with other subject areas to view additional lot details, on-hand inventory, transactions, and genealogy. As a result, the ad hoc inventory and WIP inspection of lots allows better end-to-end traceability of lot quality variations.

The following screen captures illustrate the feature and its benefits.

Ability to Specify Lot in Inspection Details for an Inventory Inspection

Ability to Specify Lot in Inspection Details for a Work In Process Inspection

Steps to Enable

No steps are required to enable this feature.

Role Information

To enter inspection results for an Inventory or Work In Process Lot:

• Privilege Name and Code: Edit Inspection Results (QA_EDIT_INSPECTION_RESULTS_PRIV)
• Job Role Name and Code: Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
• Job Role Name and Code: Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER_JOB)
• Job Role Name and Code: Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)

Innovation Management

Use Application Composer Extensibility Framework for Innovation Management

Innovation Management currently allows you to configure existing ready-to-use objects such as adding user-defined attributes.  However, it provided limited support for highly desired modifications.

New extensibility capabilities available through Application Composer greatly expand the level of configurability for Innovation Management's standard objects, allowing you to modify and enhance existing business processes using:

• New Attribute types:  DCL, Checkbox, Percentage, Date Time, Long Text
• Dynamic Field Layouts:   Group attributes based on criteria that aligns with your processes
• Tabs:  Show or hide and reorder tabs based on criteria
• Buttons and actions:  Add user-defined actions and buttons 

Application Composer removes the complexity of making user-defined changes by leveraging a set of standard design patterns and wizards, allowing you to focus on the application changes required for your business. 

The following screen captures illustrate the feature and its benefits.

Application Composer with Innovation and Quality Objects

Ability to Create User-defined Attributes Based on Various Types

Ability to Configure Page Layouts in Each Object

Add User-defined Attribute to a Layout

Ability to Configure Tabs

Register Web Services

Access Web Services From Groovy Functions

Create Action

Add a User-defined Button to a Layout

UI Display Along with Configurations

Steps to Enable

You must have the Manage Customizable Objects privilege to access the Application Composer.

Increase Productivity When Working with Proposals

The creation and communication of the proposal is at the heart of the Innovation Process.   The proposal is the vehicle to communicate the market intent, business case, and justification to the management teams and approvers.  Critical data is often distributed across multiple processes related to Innovation but is nonetheless crucial input into initial selection decisions and later during go or no-go decisions for advancement of each proposal through its respective gate reviews.

To enhance the review and approval processes and user experience, several new capabilities have been added to enable the possible options to share and distribute critical data required for decision support processes:

• When creating a proposal from an idea, the idea name and rich text description are copied over to the newly created proposal reducing the need for duplicate data entry.  You have the ability to further refine this data before saving the proposal.
• Proposal export provides new configuration options to create user-defined templates in addition to enabling a selection of additional output formats including HTML, RTF, Excel .xlsx, or .csv, docx, Data, PowerPoint  pptx or MHTML, and so on.   These various options enable you to share the right data with the right approvers in the most useful, agreed upon format.
• Proposal template export can be configured to include relevant data from other Innovation processes including the Parent Concept's ready-to-use and user-defined attributes such as Description, Status, Due Date, Cost, Weight and Power Targets, Requirement Specification's name and description, Relationship data including Object Type, Relationship Type, Object Subtype, Description, Status and Version, and finally Attachments Type, File Name or URL.  The additional data provides a more complete view of each proposal's ability to achieve the criteria of the business case and assess the readiness for further advancement.

The combination of these new capabilities provides quick access to the most relevant, comprehensive data enabling users and approvers to make more informed and better investment decisions at each milestone review.

The following screen captures illustrate the feature and its benefits.

Screenshot 1: Create Proposal from an Idea

Screenshot 2: Template and additional format options in Proposal Export

Steps to Enable

Creating a new user-defined template for proposal export requires knowledge of Business Intelligence Publisher (BIP) Templates. For a detailed understanding of the steps, please refer to the Analyze and Report guide mentioned in the Key Resources section.

Use a copy of the seeded template to create a user-defined template. Alternatively, you can simply use the ProposalReportDataModel to create a new template.

1. Locate the seeded proposal Template. You can locate the DefaultProposalReport template  from Navigator >Reports and Analytics>>Shared Folders>Supply Chain Management> Innovation Management>Concepts.

2. Use the copy of the seeded template to make necessary changes, such as adding or removing new fields. Use the seeded data model ProposalReportDataModel located under the Shared Folders>Supply Chain Management> Innovation Management>Concepts>Data Models.
3. There are several ways to modify the copy of the seeded template. One of the options is to use Microsoft Word. You will need to install Oracle BI Publisher Plugin on Microsoft Word, before you do so. After making the modifications, upload the template back to the right folder.
4. You can add attributes to the copy of the Template by adding the web service name of the attributes into a section. The web service names of the attributes can be found in the Application Composer.

Tips And Considerations

It is recommended that you back up the seeded proposal Template and the user-defined Templates before making any changes. You can save them under Shared or user-defined folder of the Catalog in the Oracle Business Intelligence.

Key Resources

• Refer to the Create and Customize Analytics and Reports section under the Analyze and Report task within the Oracle Supply Chain Management Cloud Documentation.

Product Hub

Onboard New Style Items from an External Source Using Import Maps

You can now import Style items into Oracle Product Hub using Import Maps. While creating an Import Map, you can now map the Style Item attribute flag in the Main attribute group under Item node in the Master Data region to import Style items.

The existing Style Item attribute under the Main attribute group that was used for importing SKU items in prior releases has been renamed to Style Item Number.

The following screen capture illustrates this feature and its benefits.

Style Item attributes in Import Map

Steps to Enable

No steps are required to enable this feature.

Role Information

• Privilege Name and Code: Manage Item Batch (EGI_MANAGE_ITEM_BATCH)
• 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)

Secure Digital Assets and Files Associated to Products and Related Objects

Oracle Product Hub allows you to attach digital Assets such as engineering drawings, royalty agreements, and so on to many of its core business objects, such as items and catalogs. The digital assets can be classified into various attachment categories (for example, Design, Procurement, Manufacturing , Shipping, and so on). With this update, you can secure a set of digital assets that belong to an attachment category (for example, Design) associated with one or more  business objects, by controlling which job role (for example, Product Data Steward) can perform what actions (that is, Read, Update, or Delete) on them.

The ability to provide granular security and restricted access enables you to protect intellectual property and digital content. Optionally you can enable audit functionality to tightly control and monitor access assignments and changes to your high value digital assets.

The following screen capture illustrates the feature and its benefits.

Define Attachments Security Policy

Steps to Enable

Implementing attachment security is a simple two-step process. First step is to Define Attachment Security Policy and the second step is to Enable Attachment Security for the PIM Business Object of your choice.

1. Define Attachment Security Policy
   1. Navigate to the Security Console UI
   2. In the Manage Database Resources page, for the ’FND_DOCUMENT_CATEGORIES’ object,  do the following. 
      1. Define your condition for which Attachment Security should be applied..
      2. Define your attachment security policy  
2. Enable Attachment Security
   1. Navigate to Setup and Maintenance Work Area
   2. Open Manage Applications Core Attachment Entities task
   3. Enable Attachment security for Business Object

Tips And Considerations

Attachment Security is enabled at the Product Hub Business Object level. So, if you choose to enable attachment security for a Business Object, you must ensure that you have an Attachment Security Policy in place for each of the Attachment Category assigned to the Business Object.

Key Resources

• Managing Data Security Policies

Role Information

• Role Name and Code: IT Security Manager  (ORA_FND_IT_SECURITY_MANAGER_JOB)
• Privileges Name and Code: Enable Database Resource Management (ASE_ENABLE_DATABASE_RESOURCE_MGMT_PRIV)

Generate OTBI Reports with Additional Criteria and Easily Drill Down to Items in a Report

Access and add additional item operational attributes and organization hierarchy from the Product Management subject areas in Oracle Transactional Business Intelligence as criteria and generate the required Business Intelligence (BI) reports.

Drill down reports using the item level linking. This enables you to quickly navigate to the required items and do report analysis without having to explicitly search for an item in the Product Hub user interface.

The following screen capture illustrates the feature and its benefits.

OTBI Analysis Showing Links on Items

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Leverage the item level linking to navigate to item pages from OTBI.

Role Information

• Job Role Name and Code: Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
• Privilege Name and Code: Manage Item (EGP_MANAGE_ITEM)

Use the Item Catalog Web Service for Item Category Assignments and Attachments

Catalog web service now supports item category assignments as well as catalog and category attachments. You can use the Catalog web service to query item category assignments, and catalog and category attachment details.

Steps to Enable

Fusion web services are documented in Oracle Enterprise Repository (OER). No steps are required to enable this feature.

Role Information

• Job Role Name and Code: Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
• Privilege Name and Code: Manage Item (EGP_MANAGE_ITEM)
• Privilege Name and Code: Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG)
• Privilege Name and Code: Manage Item Attachment (EGP_MANAGE_ITEM_ATTACHMENT)

Add Standard Coverage for an Item in Service Contracts Using the New Item Operational Attribute

Add standard coverage for an item using the Allow Standard Coverage attribute. As part of the service contracts business process, the Service Contracts application leverages this attribute and its value for further transactional processing.

The following screen capture illustrates the feature and its benefits.

Standard Coverage

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Standard Coverage is applicable for Sales Product of type Included Warranty. Coverage Template must be created in Contract Management with the appropriate Entitlement type.

Role Information

• Job Role and Code: Product Manager Role (ORA_EGP_PRODUCT_MANAGER_JOB)
• Privilege Name and Code: Manage Item (EGP_MANAGE_ITEM)

Publish Trading Partner Items, Item Catalog Assignments and Item Class Related Metadata

Publication enables you to export content like items, catalogs, item classes, and trading partner items for integration with other applications. The enhanced publication capabilities allows you to publish trading partner items content, and additional content for both item classes and catalogs.

Publication of trading partner items includes customer items, manufacturer items, competitor items, supplier items, and trading partner item attachments. Catalog publication allows additional content including item category assignments, and catalog or category attachments.  Item class publication includes support for additional content like the Product Hub Portal attribute groups, Data Quality Attributes, Item Class pages, Item Overview attribute groups and attachment categories assigned to an Item Class.

Published Item Category Assignment Content

Steps to Enable

No steps are necessary to enable these features.

Tips And Considerations

You can enable Publication from the Manage Spokes Systems user interface. An administrator can configure the published content.

Role Information

• Privilege Name and Code: Publish Item (EGI_PUBLISH_ITEM_PRIV)
• Privilege Name and Code: Publish Item Class  (EGI_PUBLISH_ITEMCLASS_PRIV)
• Privilege Name and Code: Publish Catalog  (EGI_PUBLISH_CATALOG_PRIV)
• Privilege Name and Code: Publish Trading Partner Item  (EGI_PUBLISH_TRADING_PARTNER_ITEM_PRIV)
• Job Role Name and Code: Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)