Update 20C

Revision History

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

Overview

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

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Innovation Management

Use Clipboard in Innovation Management

Add or remove relationships from ideas, requirements, proposals and concepts using drag and drop. You can now use the clipboard in the Ideas and Concept Design work areas to speed up innovation management.

Product Development

Use Improved Landing Page for Product Development

Automatically hide notifications that no longer require action, in My Worklist on the Product Development landing page.

Restrict Item Creation Based on Item Class Access

Ensure that users can only use permitted item classes to create items in Product Development. In the Create Item dialog, you can only use the item classes for which you are assigned access.

Launch Item Reports Directly from Product Development

Launch OTBI reports for an item directly from the Product Development work area. Use the Actions menu on the item page to launch preconfigured reports. You can configure the reports that you want to launch in the Setup and Maintenance work area.

Improve Audit Trail and Manufacturer Search on Change Orders

Track modifications made to the Security tab of a change order to improve the audit trail. Use the registry ID to search for a manufacturer when you create manufacturer parts.

Use REST Services for Project Work Item Integration

Retrieve all available status information for a change object workflow using a REST service. You can also restrict the results to show only the next available status for promotion and demotion use cases. Oracle Project Management Cloud uses this information to define dependency rules between project tasks and change objects. For example, a rule can trigger completion of a project task on status change of a change object.

Import and Export Change Type Configuration

Eliminate manual configuration to accelerate the implementation timeline for your cloud environments. You can now import and export change type configuration data such as workflow definitions and controls between environments.

Notify Change Analysts About Assignment Changes

Notify change analysts whenever the assignee of a change order, change request, or new item request is changed. The notification title now differentiates change requests from change orders.

Publish Items for OTBI Analysis from Search Results

Search and publish items for analysis in Oracle Transactional Business Intelligence (OTBI) from the Manage Items page. This feature is now re-enabled in Product Development.

Use Quick Submit for Change Orders

Accelerate the creation of a change order when you save item modifications. You can replicate the item name as the name of the change order and promote the change order to Open status automatically.

Differentiate Change Types and Enable Managers to Track Change Orders

Use two new attributes in the Change Orders subject area, Type and Employee-Manager Hierarchy, to improve your analyses. You can differentiate change types and help managers track and monitor change orders requested by or assigned to their direct reports.

View Extended Flexfields for Structure Components in Side Panel

Select a component row on the item structure tab to view its extended flexfields in a side panel.

Restrict Deletion of Item and Change Data with Delete Groups

Use Delete Groups to ensure only authorized users can delete item or change data permanently. Deleted data is automatically added to a delete group to check for deletion constraints. Authorized users can review the deletions and constraint violations, and then decide whether to delete or restore the data.

Analyze Relationships Between Change Orders and Other Product Management Objects

Use the Change Orders subject area to analyze a change order's relationships with other change orders, change requests, quality issues and actions, or Innovation Management objects.

Undo Structure Redlines for Change Affected Objects

Use the Undo Redlines action to clear structure redlines from selected rows in the affected objects table of a change order. You can also multi-select structure components and remove them from the structure.

Create Manufacturer Directly from AML Tab

Use the plus icon on the Create Manufacturer Part dialog to create and add the part's manufacturer. You can now do this directly from the AML tab of a change order.

View Details of Change Affected Objects in Dynamic Tab

Click an affected object within a change order to quickly review item information before you sign off on it. You can now open the object in a dynamic tab.

Use Predefined PLM Dashboards for Changes and Items

Leverage two new Oracle Transactional Business Intelligence dashboards to view analyses for PLM objects. Use the PLM Details Dashboard to search for items using various attribute filters. Use the Change Orders dashboard to analyze count, cycle time, and aging metrics of change orders, change requests, problem reports and corrective actions.

Product Hub

Default the Style Item Option for Item Creation

If an item's item class has variant attribute groups, the Style Item attribute is selected by default in the Create Item dialog.

View Item Creation Info When Editing

When you edit items, you can now see when the item was created, and by whom.

Resubmit Revised Products in Supplier Portal

When managing products in the Supplier Portal work area, suppliers can resubmit rejected products after making revisions.

Accelerate Imports by Streamlining Data Matching

Accelerate item uploads by turning off data quality checks during import.

Import Deleted Attribute Values from Oracle Product Hub Portal Cloud

When suppliers delete item attribute values in the Supplier Portal work area, the subsequent import now deletes those values from production items.

Govern Cyclic Relationships for Related Items

Disallow cyclic item relationships from being created. In a cyclic item relationship, the relationships between the related items form a loop, which may be unwanted.

Set a Default Item Class for Searching and Creating Items

Designate a single item class to be the default item class selection for item search and item creation in the Product Information Management work area.

Claim New Item Request Definition Tasks

Claim definition tasks that are assigned to you before you work on them. You can work directly in the new item request definition page, without having to go back and forth between the notification and definition task.

Redline Substitute Components in the Simplified Change Management Interface

Redline and implement changes to your substitute components through a commercialization change order using the simplified change management interface. You can also view the redlines for substitute components in the Redline Summary view of the change order.

Product Development & Product Hub Common Features

Consolidate Line-Level Notifications for Change Orders and New Item Requests

Receive a single, consolidated notification for change lines instead of individual notifications for each change line. Reduce clutter and quickly identify which change lines were rejected or are now effective.

Require Privilege to Modify Assignee

Ensure that only users with the Manage Assignee privilege can change the Assigned To attribute on an object. An error message appears if a user without the privilege tries to change the assignee.

Show Redlines for Deleted Rows in Multi-Row Flexfields

Retain the record of deleted rows in multi-row attribute groups for extended flexfields. Within the change context, deleted rows now appear with a strike through instead of being removed entirely.

Restrict Creation of Change Types Based on User Roles

Define which user roles can create changes using a particular change type. Only members of the roles you specify as creators can create change objects of the defined type. If you don't specify any roles as creators, all users can create changes of that type.

Remove Approvers Without Terminating Workflow

Remove approvers when approvals are already in progress, without terminating the workflow. You can remove approvers as long as the approval workflow is configured to require a response from all approvers.

Increase Security for Change Workflows

Secure change workflows further for internal users and suppliers. Configure granular workflow controls to restrict an internal user's ability to manage object relationships, security, and approvals for each workflow status. You can also define what actions supplier portal users can perform at each status in the change workflow for each change type.

Quality Management

Manage Attachments for Quality Issues and Actions

Manage attachments for quality issues and quality actions more efficiently with the improved attachment framework. You can now add multiple file attachments in one Add action, check in and check out attachments, and revision attachments. You can also track the history of who last updated an attachment and when.

View Supplier and Customer Details Using Contextual Icon

Use a contextual details icon to view more details for customers and suppliers. Search for customers and suppliers using additional parameters: Account Description, Account Number, Registry ID, D-U-N-S Number and Country for customers; and Supplier Number, Alternate Names, and D-U-N-S Number for suppliers.

Terminate and Restart Approval for Quality Issue and Quality Action Workflows

Use a Terminate Approval action to stop the approval workflow of a quality issue or action that was already submitted for approval. The object returns to Draft status and you can resubmit it for approval.

Audit Affected Objects and Relationships of Quality Issues and Actions

Use the audit report for a quality issue or action to track changes made to its affected objects and relationships.

Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions

Create and manage problem reports and corrective actions from the Product Information Management or Product Development work areas, to leverage advanced workflow capabilities such as additional controls and group approvals.

View Inspection Plan Attachments During Inspection

View attachments, such as test procedures, that were added to inspection plan headers during an inspection. You can also add and modify additional attachments, such as evidence records, while entering the inspection results.

Access Inspection Results Attachments in Oracle Transactional Business Intelligence

Access attachments for inspection results in Oracle Transaction Business Intelligence to make failure analysis and root cause investigations easier. You can view, open, and print attachments for inspection sample results using OTBI.