Cloud Readiness / Oracle Product Management Cloud
What's New
  1. Update 19B
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Innovation Management
        1. Manage Idea Teams Using a REST Service
        2. Manage Relationships for Requirements Specifications
        3. Hide or Reorder Actions on Action Menu of Requirements Specifications
        4. Record Export of Requirements PDF or Trace Report in History Table
        5. Create Requirement Specifications or Ideas Through Groovy Scripting
        6. Send Notification for Ideas, Requirements, Concepts, Proposals and Portfolios
        7. Update Name and Description from Proposal View
    2. Product Development
        1. Find Items on a Change Order with QBE Search for Affected Objects
        2. Update Multi-Row Extended Flexfield Attributes Without Creating an Engineering Change Order
        3. Manage Relationships Between Change Orders and Change Requests Using REST Services
        4. Sort Search Results to Find Change Orders Faster
        5. Automatically Provide Access to Creators and Assignees of Change Orders
        6. Gain More Control Over Changes You Own
        7. See Item Approval Status in Edit Item Page
        8. Publish Items for Item Structure and Where-Used Analyses Directly from Item Page or Item Search Page
        9. Import Redlines for All Structure Changes Migrated Through Import Maps
        10. Compare Different Revisions of the Same Item Structure with Transactional Analytics
        11. Capture Reassignment and Delegation Actions in Change History
        12. Include Affected Object Descriptive Flexfields When Creating a Change Order from a Change Request
        13. Set Maximum Decimal Digits for Number Attributes
        14. View Scheduled Process Output in Affected Objects Table
        15. Modify Approvers List in Change Orders Submitted for Approval
        16. Add Items to Change Orders and Structures Faster Using Additional Clipboard Functionality
    3. Product Hub
        1. View Scheduled Process Output in Affected Objects Table
        2. Support Cancellation of Commercial Change Order Lines
        3. Sequence Flexfield Attribute Groups in New Item Request
        4. Leverage Blending and Synchronizing Item Data from Supplier Sources During Import
        5. Capture Reassignment and Delegation Actions in Change History
        6. Modify Approvers List in Change Orders Submitted for Approval
        7. Manage New Item Requests Using REST Services
        8. View Trading Partner Item Descriptive Flexfields Using Oracle Transactional Business Intelligence
        9. Leverage Publication Framework Improvements
        10. Compare Different Revisions of the Same Item Structure with Oracle Transactional Business Intelligence
        11. Gain More Control Over Changes You Own
        12. View Currently Effective Approved Manufacturer List Using Oracle Transactional Business Intelligence
        13. Disseminate Item Relationship Data Changes to External Systems by Leveraging Oracle Integration Cloud
        14. Select Decimal Precision for Item Attributes
    4. Quality Management
        1. Use Application Composer Attributes to Define Quality Issues and Actions
        2. Configure Object Number for Quality Issues and Quality Actions
        3. Delete a Quality Issue or Quality Action in Draft Status
        4. Create Quality Issues and Quality Actions Through Groovy Scripting
        5. Use Advanced Search to Add Users in Quality Issue or Quality Action Workflows
        6. Send Notification for Quality Issues and Quality Actions to Improve Collaboration

Update 19B

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
22 MAR 2019   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.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Innovation Management

Manage Idea Teams Using a REST Service

Manage Relationships for Requirements Specifications

Hide or Reorder Actions on Action Menu of Requirements Specifications

Record Export of Requirements PDF or Trace Report in History Table

Create Requirement Specifications or Ideas Through Groovy Scripting

Send Notification for Ideas, Requirements, Concepts, Proposals and Portfolios

Update Name and Description from Proposal View

Product Development

Find Items on a Change Order with QBE Search for Affected Objects

Update Multi-Row Extended Flexfield Attributes Without Creating an Engineering Change Order

Manage Relationships Between Change Orders and Change Requests Using REST Services

Sort Search Results to Find Change Orders Faster

Automatically Provide Access to Creators and Assignees of Change Orders

Gain More Control Over Changes You Own

See Item Approval Status in Edit Item Page

Publish Items for Item Structure and Where-Used Analyses Directly from Item Page or Item Search Page

Import Redlines for All Structure Changes Migrated Through Import Maps

Compare Different Revisions of the Same Item Structure with Transactional Analytics

Capture Reassignment and Delegation Actions in Change History

Include Affected Object Descriptive Flexfields When Creating a Change Order from a Change Request

Set Maximum Decimal Digits for Number Attributes

View Scheduled Process Output in Affected Objects Table

Modify Approvers List in Change Orders Submitted for Approval

Add Items to Change Orders and Structures Faster Using Additional Clipboard Functionality

Product Hub

View Scheduled Process Output in Affected Objects Table

Support Cancellation of Commercial Change Order Lines

Sequence Flexfield Attribute Groups in New Item Request

Leverage Blending and Synchronizing Item Data from Supplier Sources During Import

Capture Reassignment and Delegation Actions in Change History

Modify Approvers List in Change Orders Submitted for Approval

Manage New Item Requests Using REST Services

View Trading Partner Item Descriptive Flexfields Using Oracle Transactional Business Intelligence

Leverage Publication Framework Improvements

Compare Different Revisions of the Same Item Structure with Oracle Transactional Business Intelligence

Gain More Control Over Changes You Own

View Currently Effective Approved Manufacturer List Using Oracle Transactional Business Intelligence

Disseminate Item Relationship Data Changes to External Systems by Leveraging Oracle Integration Cloud

Select Decimal Precision for Item Attributes

Quality Management

Use Application Composer Attributes to Define Quality Issues and Actions

Configure Object Number for Quality Issues and Quality Actions

Delete a Quality Issue or Quality Action in Draft Status

Create Quality Issues and Quality Actions Through Groovy Scripting

Use Advanced Search to Add Users in Quality Issue or Quality Action Workflows

Send Notification for Quality Issues and Quality Actions to Improve Collaboration

Optional Uptake of New Features (Opt-In)

Product Development & Product Hub Common Features

Innovation Management

Manage Idea Teams Using a REST Service

You use team collaboration to quickly filter through ideas and determine which ideas have merit, or challenges, before you advance them through the innovation funnel. This is a valuable best practice, but collaboration teams may vary by type of idea, or by criteria such as country, business unit, and so on. This creates challenges in team member assignment.

You can now use REST APIs to leverage idea attribution through idea teams and secure confidentiality as ideas continuously evolve.

Use the Ideas REST service to manage idea teams. You can create, remove, or get idea team members.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

Manage Relationships for Requirements Specifications

Each of the Innovation Management processes, such as ideas, proposals, concepts and requirements may have relationships across different processes, for example, projects tasks, items, change orders or other requirements.  Ensure data integrity by restricting user access to the selection in the Add Relationships dialog. Allow users to select only the object relationships that they are authorized to access through either a Manage or Review privilege.

As an example, you will see Proposals in the drop-down list of the Relationships tab only if the user has Manage Product Proposal (ACD_MANAGE_PRODUCT_PROPOSAL_PRIV) or Review Product Proposal (ACE_REVIEW_PRODUCT_PROPOSAL_PRIV) privilege.

Relationship Object Selection Restricted By User Privilege

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Features and Extended REST APIs Readiness Training

Role Information

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

  • Manage Product Requirement (ACN_MANAGE_PRODUCT_REQUIREMENT_PRIV)

Hide or Reorder Actions on Action Menu of Requirements Specifications

Requirements Management is multifaceted with specific activities or actions required by users to complete the process.  Use layouts in Application Composer to hide or reorder the standard actions or admin-created actions within the Actions menu of a requirements specification. Productivity improves when users only see their relevant actions and are guided in the order of usage.

Hide or Reorder Actions Displayed in Actions Menu

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Features and Extended REST APIs Readiness Training

Role Information

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

  • Manage Extensible Objects (ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV)

Record Export of Requirements PDF or Trace Report in History Table

To maintain a record of the users who export a requirement specification or a traceability report, you need a trackable event.  In the export record of a requirements PDF or trace report, you can see who performed the export and when it was exported.

Use the View Audit Trail action to track who executed the export or traceability reports. This improves compliance with regulatory requirements and increases visibility into user consumption of the latest available specification.

View Audit Trail

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Features and Extended REST APIs Readiness Training

Create Requirement Specifications or Ideas Through Groovy Scripting

For successful innovation management, you need a systematic approach to guide users through to the next process step. 

You can execute groovy scripting from the Actions menu in Application Composer to automatically create the next process, such as a new requirement specification, an idea object or other Application Composer-enabled object. You can pass across the Name and Type values from the existing object to the new object to enhance efficiency.

Execute Groovy Scripting to Create Objects in Application Composer 

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Features and Extended REST APIs Readiness Training

Send Notification for Ideas, Requirements, Concepts, Proposals and Portfolios

Innovation Management requires real-time collaboration across cross-functional organizations.  Use the Send action on ideas, requirements, concepts, proposals, and portfolios, to send an FYI notification with a personalized message to stakeholders. Stakeholders can view the notifications from the notification bell icon.  The Send Notification feature simplifies communications and keeps users in the application area where their attention is required.

The following screenshots show this feature:

Send Notifications from Actions Menu

Add Personalized Message to Stakeholders

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Improved Features and Extended REST APIs Readiness Training

Update Name and Description from Proposal View

As ideation advances and the business case develops it may become necessary to rename the progressing proposal in line with future commercialization convention or product scope. Users may modify the proposal name and description from within the proposal view and new values are automatically written to the equivalent concept. Updates to the proposal name are reflected on all versions of the proposal and concept. Updates to the proposal description are reflected on all versions of the proposal and on version 1 of the concept.  Direct update to the proposal name and description simplifies the process and eliminates several clicks previously required.

Edit Proposal Name and Description

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Note that the respective versions of the concept must be editable. For example, if a version of the concept has been approved already, no updates are allowed. Hence, no updates on the proposal name or description are allowed either.

Key Resources

Watch Improved Features and Extended REST APIs Readiness Training

Product Development

Find Items on a Change Order with QBE Search for Affected Objects

A single Change Order can contain hundreds of change lines and affected objects. It can be cumbersome to scroll through an Affected Objects tab to find a specific change line or item.

With this update, you can use Query By Example (QBE) to filter affected objects in the Affected Objects tab of a change order and find a particular change line with minimal effort. When you have a large number of affected objects on your change order, this simplifies item search considerably.  You can manage your changes and the items affected by the changes more efficiently.

The following screen capture shows this feature:

Affected Objects Query By Example

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Clipboard and Import Improvements Readiness Training

Role Information

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

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

Update Multi-Row Extended Flexfield Attributes Without Creating an Engineering Change Order

Your business may require different levels of control for extended flexfields that are added for item management.  You can add extended flexfields to enrich your item and a change order is required to make an update. However, you may want to allow changes to extended flexfields without creating change orders. 

With this update, you can now define a multi-row extended flexfield (EFF) attribute as change controlled or non-change controlled. If you define the attribute group as change controlled, you can edit the corresponding attributes only in the change order context. If you define the attribute group as non-change-controlled, you can edit the attributes either in the change order context or directly in the Product Development item page.

Out-of-the-box flexibility for change controlled versus non change controlled multi-row extended flexfields keeps your item management process configurable to your business needs.  You don't have to initiate the change workflow for attribution updates that can be made outside of the context of a change.

Steps to Enable

To define multi-row extended flexfield attributes:

  1. In the Setup and Maintenance work area, go to the task Manage Item Attribute Groups and Attributes. Create an extended flexfield attribute group with attributes. Make sure you define the attribute group behavior as Multiple Rows.

  2. Open an item class, and navigate to Pages and Attribute Groups. In the Attribute Groups subtab, add your multi-row attribute group.

  3. Go to the Pages subtab and create a new page (for example, PD Page). Add your multi-row attribute group. If there are multiple attribute groups, define an order of display for the attribute groups.

  4. Go to the Functional Item Pages subtab and in the Item Page drop-down list for the Product Development row, choose your newly created page (for example, PD Page).

  5. Deploy the extended flexfields.

Role Information

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

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

Manage Relationships Between Change Orders and Change Requests Using REST Services

With this update, you can use REST APIs to build and maintain relationships between change orders and change requests. You can also define and manage change order tasks.

Use the Product Change Orders REST service to do the following:

  • Create, read, update, or delete relationships.
  • Create, read, update, or delete tasks on a change order.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

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

Watch Clipboard and Import Improvements Readiness Training

Role Information

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

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

Sort Search Results to Find Change Orders Faster

When you have a long list of change orders returned as search results, it can be hard to find the ones you want.

With this update, you can sort the results in the Manage Change Orders search results table by ascending or descending order to locate your change orders quickly.

In the example below, the user first sorted by Status and is now changing to sort by Change Number:

Sort Columns in Ascending or Descending Order

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Clipboard and Import Improvements Readiness Training

Role Information

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

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

Automatically Provide Access to Creators and Assignees of Change Orders

Change order security is necessary in many of today's business environments.  While setting up change security it is imperative that the creator and the assignee of a change order have access to that change order. 

Creators and assignees of a change order are now automatically given access when the change team is defined using REST web services. If you choose to secure the change order by adding other users in the Security tab, the creator and assignee are automatically added there.

With this functionality, you can be assured that change owners and assignees are always part of the secured change team. 

Change Creator and Assignee Added Automatically 

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Gain More Control Over Changes You Own

A change process must have flexibility to accommodate temporary or permanent changes to your business needs.  You may need to add additional approvers to review a change order or reassign approvers as part of the process. Changes can become 'stuck' if listed approvers are no longer with your company or have moved on to a different position.

Change analysts or change owners now have more control over the changes they own, thus improving the change management process. With this update, your change analysts can reassign, delegate, and withdraw notifications from the BPM Worklist.  A change analyst can use the Terminate Workflow action to pull back the change order to a previous Open state, add new approvers, and then use the Restart Workflow action to resubmit the change to the approval workflow.

Use the More Details button from the bell icon to access the BPM Worklist.  Use Administrative Tasks to reassign or withdraw approvers on changes pending approval.

Reassign or Withdraw Approvers from BPM Worklist

Steps to Enable

No steps are required to enable this feature.

Role Information

As the owner of the workflow, the change order assignee can terminate and restart the workflow.

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

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

See Item Approval Status in Edit Item Page

In previous updates, Product Development users could not easily identify whether an item was on a new item request or even the status of that new item request. Historically, this information was only available through a Product Hub interface.

With this update, Product Development users can view the approval status of an item within the NIR Class (Item Class configured with a New Item Request process) in the Edit Item page. Based upon the status, you can easily keep track of an item that is ready to enter the new item request process, for example, when it is promoted to a prototype lifecycle phase type and the new item request is generated.

The following screen capture shows the General Information tab where you can view the item approval status and access the new item request:

Item Approval Status on General Information Tab

Item Approval Status on Change Order Affected Objects

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Publish Items for Item Structure and Where-Used Analyses Directly from Item Page or Item Search Page

The ability to do analyses on items and structures from a 'top-down' or 'bottoms-up' perspective can provide critical business decision-making information.  However, making that information available to users can require several searches and many clicks to publish the required information.

With this update, you can now use a Publish for Analysis action from within the item page and select items for structure or where-used subject areas from the search page. This helps to speed up the data availability in subject areas such as Structures and Components, and Where-Used, in Oracle Transactional Business Intelligence (OTBI).

Data does not evolve into decision-making information until proper access and analyses are available.  Now your users have easy access to the data needed for translation into actionable information.

Publish for Analysis from Item Search Results

Publish for Analysis from Item Page

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Clipboard and Import Improvements Readiness Training

Role Information

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

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

Import Redlines for All Structure Changes Migrated Through Import Maps

Importing change order information to your PLM application is critical for any transformation project as well as acquisition activity where items and structures are integrated with your enterprise product records.  You can now be assured that all structure changes and change redlines are imported cleanly with your initial import of item structures, to maintain the integrity of your product records.

Using an import map and item batch, now you can, for example, end date two components and add two more. When the loading of that data batch completes successfully, you can open a change order and go to its Affected Objects tab to see those redlines.  You can then complete this change order through the approval process.  These updates from new item batches can be done repeatedly, with the redlines displaying correctly in the Affected Objects tab.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Clipboard and Import Improvements Readiness Training

Role Information

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

  • Privilege:
    • Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP)

Compare Different Revisions of the Same Item Structure with Transactional Analytics

Your engineers or supply chain and service team members may need to compare item structure revisions to quickly identify the differences.  Whether to assess the technical changes, analyze availability and consumption rates or understand serviceability levels, easy and quick access to this data can be essential for business decisions.

With this update, you can now compare different revisions, current and previous, of an item structure with an Oracle Transactional Business Intelligence (OTBI) report. Structure comparison reports are used to assess the impact of a new revision and are thus an important report across organizations.  For example, the procurement department would want to know what has changed in case they need to order a different part from a supplier or start contracting with a new vendor.

The following screen capture shows how you can now set the Latest Revision as All to bring all the revisions of an item into the Structures and Components subject area:

New Option to Set Latest Revision

Compare Different Revisions of a Structure to Analyze New Revision Impact

Steps to Enable

For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Key Resources

Watch Clipboard and Import Improvements Readiness Training

Role Information

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

  • Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
  • BI Consumer Role: BIConsumer

Capture Reassignment and Delegation Actions in Change History

You assign approvers to change orders to ensure that the right people are reviewing the full change content.  In some cases, an approver may delegate the approval to one of his team members, or reassign his approval duty to another user. Maintaining product change history is required across many industries to meet compliance standards.

You can now see reassignment and delegation actions recorded in the approval panel of the change workflow as well as the change history tab. The record captures details of who was supposed to approve a change order and who performed the approval as a delegate, to ensure that your change process has the required transparency.

Workflow Tab Shows Reassignment to New Approver

History Tab Shows Reassignment to New Approver

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Include Affected Object Descriptive Flexfields When Creating a Change Order from a Change Request

Change requests can help your company evaluate changes and share them for stakeholder acceptance before you commit resources for the change.  However, after a request is approved and you decide to move forward with a change, unforeseen errors can occur and impact cycle time when you create the change order.

With this update, you can elect to include descriptive flexfields of affected objects when you create a change order from a change request.  In previous updates, the affected objects of the change request were copied over, but not their descriptive flexfields. Now, simple checkboxes allow you to choose what information you wish to copy into the new change order; the affected objects or the affected objects and their descriptive flexfields.

Minimize manual entries to expedite your change management process and reduce error injection points.  Avoid costly mistakes due to poor data quality, entry errors or missed entries, and ensure a more controlled and predictable process.

Create Change Order from Change Request: Copy Descriptive Flexfields

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Set Maximum Decimal Digits for Number Attributes

Although there are many operational attributes that accept a number, a user could not configure the number of digits allowed after a decimal.

With this update, you can use the setup task Manage Operational Attribute Controls to configure the maximum number of decimal digits allowed for an attribute that is of type number. The layout for the setup task interface is modified to show a single-table layout, with a new column to allow this. If the number provided by the user is greater than the configured value, the value is automatically truncated.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

  • Non-numeric attributes are not supported.
  • The default control level of the attribute is set to the Master Organization for all the attributes.
  • For currency attributes, the maximum decimal digits configuration is derived from the definition in the Manage Currency setup.
  • The default is 3 for all attributes, except for lead-time attributes. The value for lead-time attributes will be set to 6 or the value based on the existing profile option.

Role Information

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

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

View Scheduled Process Output in Affected Objects Table

View details of your scheduled processes within the Affected Objects table. Against each affected item, you can see a status icon and a process ID for the implementation (scheduling) and activation batch jobs. Click the hyperlink to review the output file and gain visibility into the status of the change.

The process ID hyperlink is active for the first 72 hours so that you can navigate directly to the output log file. After this period, they become read-only. To view the output file after 72 hours, click View Scheduled Processes on the Tasks panel and navigate to the Scheduled Processes page.

Scheduled Process ID in Affected Objects Table

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Modify Approvers List in Change Orders Submitted for Approval

A change process must have flexibility to accommodate temporary or permanent changes to your business needs.  You may need to add additional approvers to review a change order or reassign approvers as part of the process. Changes can become 'stuck' if listed approvers are no longer with your company or have moved on to a different position.

With this update, you can unlock change orders and change requests to modify the list of approvers when mandatory approvers are no longer available, or for any other reason. As the Assigned To user of a change order or change request, you can now terminate an approval workflow after the change is submitted for approval. You can then modify the approval list and reopen and resubmit the change for approval.

Keep your change process fluid yet controlled with a secure process and restricted privileges.  You can also ensure that your process meets cycle time goals with the ability to demote to an open state from an interim approval or approval status to avoid 'stuck' change orders.

Terminate Workflow from Actions Menu

Replace or Remove Approvers

Reset Status to Open After Modifying Approvers

Restart Workflow and Add New Approvers

Steps to Enable

No steps are required to enable this feature.

Role Information

The assignee of the change order or change request can terminate and restart the workflow.  

Add Items to Change Orders and Structures Faster Using Additional Clipboard Functionality

In your PLM application, you always need to reuse a large number of items. Searching for these items and adding them to change orders or structures can be extremely time-consuming.

With this update, you can copy items directly from your favorites infotile or from your change impact analysis table to your clipboard, so that you can place the items on a change order later.  You can also copy items from the item grade table.  For example, you can copy parts with lifecycle phase mismatches or unreleased items and add these to change orders to take action on those parts that have a negative impact on your overall item structure readiness.

Use the enhanced clipboard to help your resources be more efficient, ensure that all necessary items are captured, and reduce the chances of item number proliferation.

The following screenshots show this feature:

Copy to Clipboard from My Favorite Items Infotile

Copy to Clipboard from Item Grade Tab

Copy to Clipboard from Change Order Impact Analysis Tab

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Clipboard and Import Improvements Readiness Training

Product Hub

View Scheduled Process Output in Affected Objects Table

View and easily access your scheduled processes directly from a change order's Affected Objects table. Against each affected item, you can see a status icon and a process ID for the implementation (scheduling) and activation batch jobs. Click the hyperlink to review the output file and gain visibility into the status of the change.

The process ID hyperlink is active for the first 72 hours so that you can navigate directly to the output log file. After this period, it is read-only.  To view the output file after 72 hours, click View Scheduled Processes on the Tasks panel and navigate to the Scheduled Processes page

Scheduled Process ID in Affected Objects Table

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Data Import and Web Services Improvements Readiness Training

Role Information

To use this feature, you must have the following role or privilege:

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

Support Cancellation of Commercial Change Order Lines

You can now cancel a change line in a commercialization change order, if it is not yet in completed status. To do this, use the Cancel action from the Actions menu in the Affected Objects tab of a change order. This feature is available in the Common Change Management Interface (also known as Simplified Change User Interface).

Cancel Change Lines

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Data Import and Web Services Improvements Readiness Training

Role Information

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

  • Job Role Name and Code
    • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
    • Product Manager (ORA_PRODUCT_MANAGER_JOB)
  • Privilege name and code:
    • Reschedule Item Change Order (EGO_RESCHEDULE_ITEM_CHANGE_ORDER_PRIV)

Sequence Flexfield Attribute Groups in New Item Request

Sequence your flexfield attribute groups within the definition task of a new item request based on the configuration in the item class workflow details.

A new attribute column Flexfield Group Sequence is now introduced in the new item request definition page. In this column, you can define the sequence in which the attribute groups should display when rendering the new item request definition task details. 

NIR Definition Setup

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch Data Import and Web Services Improvements Readiness Training

Role Information

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

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

Leverage Blending and Synchronizing Item Data from Supplier Sources During Import

You can now use blending rules to synchronize item data while importing data from multiple supplier spoke systems. During the import of supplier item data, the synchronization process deletes the existing item extensible flexfield values of a production item if the supplier spoke system does not provide any value. Use the Ignore Null check box to specify which supplier spoke systems can delete the attribute values of a production item during the import process and which supplier spoke systems cannot delete the attribute values.

If you do not select the Ignore Null check box for any supplier spoke system, then:

  • When you import data of that supplier spoke system, item attributes get synchronized for those attribute groups for which the blending rule is written.
  • The blending rules do not allow importing attribute values from a low-priority supplier spoke system, even if a high-priority supplier spoke system has not provided any values for those attributes.
  • The blending rules do not allow importing multirow extensible flexfield attribute group values from a low-priority supplier spoke system once a high-priority supplier spoke system has provided values for that attribute group.

Blending of multirow extensible flexfields is also enhanced. If you write a blending rule for one of the attributes of a multirow extensible flexfield attribute group, then values of other attributes in that attribute group cannot participate in blending.

The following screen capture illustrates this feature and its benefits.

Ignore Null Flag for Supplier Spoke Systems in Blending Rule

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

  • The Ignore Null check box on the Blending Rule page is available for selection only when you define the blending rule for one or more attribute groups.

  • The item data that you upload using Import Maps gets blended and synchronized only when the data is from a supplier spoke system. Blending and synchronization of item data will not happen for any other spoke systems.

  • The Ignore Null check box is not available 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)

Capture Reassignment and Delegation Actions in Change History

You assign approvers to change orders to ensure the right people are reviewing the full change content.  In some cases, an approver may need or want to delegate the approval to one of his team members or he may want to reassign his approval duty to another user. For many industries and compliance standards, maintaining the product change history and any delegation activity is required.

With this update, you can now capture the details for the reassignment and delegation actions taken by an approver and to whom and when the approver responsibility was given.

With the actions documented in the approval panel of the change workflow as well as the change history tab, your change process now has the needed transparency on who is supposed to approve a change order and who performed the approval as a delegate.

Workflow Tab Shows Reassignment to New Approver

History Tab Shows Reassignment to New Approver

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Modify Approvers List in Change Orders Submitted for Approval

A change process must have flexibility to accommodate temporary or permanent changes to your business needs.  You may need to add additional approvers to review a change order or reassign approvers as part of the process. Changes can become 'stuck' if listed approvers are no longer with your company or have moved on to a different position.

With this update, you can unlock change orders and change requests to modify the list of approvers when mandatory approvers are no longer available, or for any other reason. As the Assigned To user of a change order or change request, you can now terminate an approval workflow after the change is submitted for approval. You can then modify the approval list and reopen and resubmit the change for approval.

Keep your change process fluid yet controlled with a secure process and restricted privileges.  You can also ensure that your process meets cycle time goals with the ability to demote to an open state from an interim approval or approval status to avoid 'stuck' change orders.

Terminate Workflow from Actions Menu

Replace or Remove Approvers

Reset Status to Open After Modifying Approvers

Restart Workflow

Steps to Enable

No steps are required to enable this feature.

Role Information

The assignee of the change order or change request can terminate and restart the workflow.

Manage New Item Requests Using REST Services

With this update, you can create new item requests and update attributes (descriptive flexfields) on the new item request header using a REST service.  You can also manage new item request line items.

You can now use the New Item Requests REST service to do the following:

  • Add line items
  • Update extensible flexfields
  • Update item effectivity dates
  • Remove line items

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

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

  • REST Web Services for Oracle Supply Chain Management Cloud

Role Information

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

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

View Trading Partner Item Descriptive Flexfields Using Oracle Transactional Business Intelligence

View trading partner item descriptive flexfields (DFFS) using Oracle Transactional Business Intelligence.  You can now view the DFF attribute values for your approved manufacturers list.

Approved Manufacturers List Descriptive Flexfield in OTBI

Approved Manufacturers List for the Same Item in Product Development

Steps to Enable

For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

To enable this feature, your administrator must perform the following steps:

  1. In the Setup and Maintenance work area, search for the Manage Item Relationship Descriptive Flexfields task.
  2. In the task page, select the descriptive flexfield.
  3. In the Context Segment section, select the BI Enabled check box and save.
  4. Go to the Scheduled Processes page and run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence job.

Role Information

To use this feature, you must have the following role or privilege:

  • Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
  • BI Consumer Role: BIConsumer

Leverage Publication Framework Improvements

The enhanced publication framework now includes new features. These features are available as UI options in the Edit Spoke System page. Here’s a summary of the enhancements that are made to the publication framework:

  • You can now publish the spoke system item relationship by selecting Spoke System References in the Item Publication Criteria region.

  • The item category assignments publication content now includes the complete category classification path for the item category assignment.

  • If an item record in the publication fails, the publication process does not publish the failed record but it publishes the remaining items records. The publication process updates the log file with additional information about the publication failure.

  • The publication log file now contains additional information to clarify publication exceptions. The publication log file now displays rule exception messages that you’ve created during the rule definition. The publication log file displays these messages based on the exception type during publications. Publication subjob exceptions are also included in the publication log file.

  • The default publication folder in the publication criteria is /Contribution Folders/. You cannot edit the default folder path or folder name. This limitation is due to the changes required by Oracle WebCenter Content.

This screen capture shows the Spoke System References selection in the Item Publication Criteria region. 

Publish Item Relationships: Spoke System References

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

Role Information

  • Privileges
    • Publish Item (EGI_PUBLISH_ITEM_PRIV)
    • Publish Catalog (EGI_PUBLISH_CATALOG_PRIV)
    • Publish Item Class (EGI_PUBLISH_ITEMCLASS_PRIV)
    • Publish Trading Partner Item (EGI_VIEW_TRADING_PARTNER_ITEM_PRIV)
  • Job Role Name and Code
    • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
    • Product Manager (ORA_PRODUCT_MANAGER_JOB)

Compare Different Revisions of the Same Item Structure with Oracle Transactional Business Intelligence

Your engineers or supply chain and service team members may need to compare item structure revisions to quickly identify the differences.  Whether to assess the technical changes, analyze availability and consumption rates or understand serviceability levels, easy and quick access to this data can be essential for business decisions.

With this update, you can now compare different revisions, current and previous, of an item structure with an Oracle Transactional Business Intelligence (OTBI) report. Structure comparison reports are used to assess the impact of a new revision and are thus an important report across organizations.  For example, the procurement department would want to know what has changed in case they need to order a different part from a supplier or start contracting with a new vendor.

The following screen capture shows how you can set the Latest Revision as 'All' to bring all revisions of an item into the Structures and Components subject area:

New Option to Set Latest Revision

Compare Different Revisions of a Structure to Analyze New Revision Impact

Steps to Enable

For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Key Resources

Watch Data Import and Web Services Improvements Readiness Training

Role Information

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

  • Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
  • BI Consumer Role (BIConsumer)

Gain More Control Over Changes You Own

A change process must have flexibility to accommodate temporary or permanent changes to your business needs.  You may need to add additional approvers to review a change order or reassign approvers as part of the process. Changes can become 'stuck' if listed approvers are no longer with your company or have moved on to a different position.

Change analysts or change owners now have more control over the changes they own, thus improving the change management process. With this update, your change analysts can reassign, delegate, and withdraw notifications from the BPM Worklist.  A change analyst can use the Terminate Workflow action to pull back the change order to a previous Open state, add new approvers, and then use the Restart Workflow action to resubmit the change to the approval workflow.

Use the More Details button from the bell icon to access the BPM Worklist.  Use Administrative Tasks to reassign or withdraw approvers on changes pending approval.

Reassign or Withdraw Approvers

Steps to Enable

No steps are required to enable this feature.

Role Information

The change order assignee owns the workflow and can terminate and restart the workflow.

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

  • Job Role Name and Code:
    • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)

View Currently Effective Approved Manufacturer List Using Oracle Transactional Business Intelligence

View the currently effective Approved Manufacturers List (AML) on your items using Oracle Transactional Business Intelligence (OTBI). 

Currently Effective Approved Manufacturers List in OTBI

With this update, you can create filters in OTBI to view your Approved Manufacturers List (AML) for the currently effective item. Replace the item name in the following example with your item name.

Filter to Obtain Currently Effective Approved Manufacturers List 

Steps to Enable

For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

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

  • Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
  • BI Consumer Role (BIConsumer)

Disseminate Item Relationship Data Changes to External Systems by Leveraging Oracle Integration Cloud

You can now subscribe to Item Relationship Business Events in Product Hub using the pre-built Oracle ERP Cloud adapter provided by Oracle Integration Cloud (OIC). With the subscription in place, you can disseminate item-relationship data changes made in Product Hub to external systems securely in real-time. In addition to leveraging data transformation capabilities available in Oracle Integration Cloud, you can use these business events to orchestrate item relationship data changes selectively and conditionally.

You can subscribe to these new business events for propagating low volume data changes that you have performed using the Product Hub UI and web services. However, for propagating high volume data changes that you have made using Item Import functionalities such as Smart Spreadsheets and File Uploads, you must subscribe to the existing Item Bulk Load Event.

List of Business Events for Item Relationships Data Changes

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

For accessing Item Relationships data changes, you must have View Item Basic privilege on the item class and items of your interest. 

Role Information

  • Privilege Name and Code:
    • Manage Trading Partner Item Reference (EGP_MANAGE_TRADING_PARTNER_ITEM_REFERENCE_PRIV)
    • Item Inquiry Duty (ORA_EGP_ITEM_INQUIRY_DUTY)
    • Item Management (EGP_ITEM_MANAGEMENT_DUTY)
    • View Competitor Trading Partner Items Data  (EGO_VIEW_COMPETITOR_TRADING_PARTNER_ITEMS_DATA)
    • View Customer Trading Partner Items Data  (EGO_VIEW_CUSTOMER_TRADING_PARTNER_ITEMS_DATA)
    • View Manufacturer Trading Partner Items Data  (EGO_VIEW_MANUFACTURER_TRADING_PARTNER_ITEMS_DATA)
    • View Supplier Trading Partner Items Data  (EGO_VIEW_SUPPLIER_TRADING_PARTNER_ITEMS_DATA)

Select Decimal Precision for Item Attributes

Your business may need to store numeric values with distinct value precision for different attributes. For example, the Shipping department may store certain numeric attribute values in the ten-thousandth's place for the Unit Volume attribute value. However, the Replenishment or the Planning department may only need the attribute precision up to the tenth place for their Lead Time attribute.

You now have the flexibility to control the decimal precision of all numeric operational attribute values. All numeric item-operational attributes have the maximum decimal digits precision value of 3 (ten-thousandths place) by default .

Steps to Enable

To specify the maximum decimal digits enable this feature, use the Manage Operational Attributes Groups task in the Product Management offering.

Tips And Considerations

Before you change the precision levels of the numeric attributes, consider how the attribute values are used by downstream applications. Also, consider the legal and financial impacts on your business when you truncate the attribute values.

Role Information

  • Privilege Name and Code
    • Manage Item Attribute Control (EGP_MANAGE_ITEM_ATTRIBUTE_CONTROL)
  • Job Role Name and Code
    • Product Manager (ORA_EGP_PRODUCT_MANAGER)

Quality Management

Use Application Composer Attributes to Define Quality Issues and Actions

Data collection is a key input and output of the Quality Management process. Extend the definition of Quality Issues or Quality Actions with extensible attributes in Application Composer to capture relevant data such as findings, test results or operational data to improve downstream activity and continuous improvement.

With this update, you can use an increased number of attributes:

  • Date, or date and time attributes: 50
  • Text, check box, and fixed or dynamic choice list attributes: 350
  • Number, currency, and percentage attributes: 200

Additional Extensible Attributes in Application Composer

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Oracle Transactional Business Intelligence (OTBI) coverage for these new attributes will be available in 19C.

Key Resources

Watch More Flexibility and Configurability Quality Issue and Action Management Readiness Training

Configure Object Number for Quality Issues and Quality Actions

Configure how the object number is generated for each type of quality issue or action. You can enable a user to type in a number manually or autogenerate the next number in the sequence.

When you set up quality issue and action types, you can choose one of the following options for number generation:

  • Inherited from Parent: Inherits the number generation method from the parent object
  • User-defined: Lets the user type in a number at the time of object creation
  • Sequence-generated: Autogenerates a number based on a specified sequence and increment

Configure Number Generation Method During Object Type Setup

Number Generation During Object Creation

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The number generation schemas and the next number to be used per type will remain the same after updating to 19B. It is still recommended to note down the next number in the sequence for each quality issue and action type, and double-check this after the system update.

NOTE: Avoid setting the number generation method for exceptions and nonconformances to user-defined or inherited from parent. These settings may be used only for legacy data import. In general, it is recommended to always set the number generation method to sequence-generated.

Key Resources

Watch More Flexibility and Configurability Quality Issue and Action Management Readiness Training

Role Information

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

  • Job Role Name and Code: 
    • Supply Chain Administrator (ORA_MSC_SUPPLY_CHAIN_ADMIN)

Delete a Quality Issue or Quality Action in Draft Status

Under certain conditions, you may need to delete quality issues and quality actions (with the exception of manufacturing production exceptions and inspection nonconformances) while they are in Draft status.

When you click the Delete action in the Actions menu, a warning message prompts you to confirm the deletion. Along with the quality issue and quality action, all affected and related objects and attachments are deleted.

Use this feature to delete quality issues and quality actions that may have been created by accident or are redundant duplicates.  Your quality administrator can also remove issues and actions that are no longer valid.

New Delete Action in Actions Menu

Warning Prevents Accidental Deletion

Steps to Enable

No steps are required to enable this feature.

Create Quality Issues and Quality Actions Through Groovy Scripting

Quality Management consists of a series of steps designed to improve problem assessment and process standardization. Use Application Composer to standardize and progress quality processes.

You can execute groovy scripting from the Actions menu and automatically create new quality issue or action objects from any other object enabled by Application Composer.  You can also enhance efficiency and data consistency because the Name and Type values from the existing object are carried over to the newly created object.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch More Flexibility and Configurability Quality Issue and Action Management Readiness Training

Use Advanced Search to Add Users in Quality Issue or Quality Action Workflows

Depending on the implementation, user names can be cryptic, challenging the ability to quickly assign workflow approvers to quality issues and quality actions. The Advanced Search feature enables more options to find and assign approvers. 

Apart from standard search operators such as Starts With, Ends With, Equals, Contains, and so on, you can use additional fields such as Email Address or Name, to pick approvers. When the exact system user name is not known, the advanced search makes it easier to find and invite the required users to approve a quality issue or quality action.   

Additional Fields in Advanced Search

Steps to Enable

No steps are required to enable this feature.

Key Resources

Watch More Flexibility and Configurability Quality Issue and Action Management Readiness Training

Send Notification for Quality Issues and Quality Actions to Improve Collaboration

Quality Management requires real-time collaboration across cross-functional users.  Use the Send Notification action for quality issues and quality actions to send an FYI notification with a personalized message to stakeholders. Stakeholders can view the notifications from the notification bell icon.

You can use this feature to share an issue or action with additional users without leaving the application. Your users can be sent an FYI, or a specific request to assist in resolving issues or actions.

The following screenshots show this feature:

Send Notification from Actions Menu

Add Personalized Message to Stakeholders

Watch a Demo

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

When you send a notification, ensure that the recipient has the appropriate privileges to view the issue or action. 

Key Resources

Watch More Flexibility and Configurability Quality Issue and Action Management Readiness Training