Update 23B

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

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Quality Management

Quality Management

View Inspection Characteristic Description in Inspection Plans and Inspection Results

View the description of an inspection characteristic when you create, edit, or view the list of inspection characteristics and their specifications on the Inspection Plan page. You can choose to either add or remove the Characteristic Description column from the Specifications table. You can also click the information icon for a specific inspection characteristic on the Inspection page and view the inspection characteristic description.

Determine Asset Qualifications Using Quality Inspection

Associate an inspection plan to a qualification requirement. You can record qualifications for an asset automatically using a quality inspection during a maintenance work order completion.

Perform Asset Inspection With or Without a Maintenance Work Order

Collect results for an asset inspection, optionally in the context of a maintenance work order. You can also define an asset inspection plan to facilitate the data collection process for asset inspections without a work order. Additional attributes on the asset inspection type plans allows a user to perform the appropriate inspection.

Product Lifecycle Management

Product Development

Manage Data Security on Manufacturer Parts

Use the new Security tab to manage security and access for a manufacturer part. You can now view the access controls inherited from the manufacturer for the part, and also add additional grants for individual users and roles with View or Manage privileges.

Product Hub

Assign Multiple GTINs Automatically Using Rules

Generate GTINs using rule functions and automatically assign multiple GTIN relationships using a single rule.

Control Loading of Option Class Item Data Into Configurator Models

Optimize performance with a new Use Placeholder attribute that controls the loading of option class item data into configurator models. If set to Yes, a placeholder is used for the item data and actual data is loaded only when required.

Order Packaging String Units Alphabetically

Create new packaging strings more quickly and easily. You can now see the choices for units ordered alphabetically, making it easier to find the desired units of measure that you want to include in the string.

Product Development & Product Hub Common

Analyze Manufacturer Data Using OTBI

Use the new Manufacturer Real Time subject area in OTBI to analyze manufacturer data. You can include both standard and configured manufacturer attributes in your report.

Assign Substitute Component Items to Organizations with a Common Structure

If a substitute component is added to an item structure in the master organization, it's automatically assigned to all the organizations that use the structure as a common structure. Additionally, you'll have access to all substitute component attributes in the existing SOAP and REST services for item structures and changes.

Use Audit Reports to Govern User Activities on Attachments

Improve data governance by monitoring the check in, check out, cancel check out, and download activities on the attachments business object.

NOTE: This feature was also made available in the March monthly update of 23A.

Product Lifecycle Management Common

Manage Approvers for Current Workflow Approval Statuses Using REST or SOAP Services

Use existing REST and SOAP services to add or remove approvers on current approval and interim approval workflow statuses. This is applicable for change order, change request, problem report, and corrective action workflows.

Show Rejection Comments in Notifications

When an approval request is rejected, the notification shows the comments added by the person who rejected it. Comments are visible in rejection notifications for change orders, change requests, problem reports, and corrective actions.

Audit and Analyze Trading Partner References on Change or Quality Workflows

Include trading partner attributes such as Customer, Supplier, Manufacturer, and Source in audit, OTBI reports, and BI Publisher notifications. You can also use existing REST services to manage these attributes in problem reports, corrective actions, change orders, and change requests.

Permit More Actors and Roles to Add Participants to Current Approval Workflow Status

In additional workflow controls, you can now configure permissions for all actors and roles, except for portal users, to add participants for the current status. This is applicable for approval and interim approval statuses.

Add Reviewers for Current Approval Status in the User Interface

Add reviewers for the current approval and interim approval statuses for change orders, change requests, problem reports, and corrective actions.

Common Technologies and User Experience

Approvals and Notifications

Remove Prefix from Subject Lines and Titles in Workflow Notifications

By default, email and in-app notifications sent out as part of a workflow or approval process have a prefix in the subject line or title, for example Action Required. If you have a specific requirement, you can choose to exclude that prefix in the notifications that are sent.