Cloud Readiness / Oracle Product Lifecycle Management Cloud
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  1. Update 20C
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. Innovation Management
        1. Use Clipboard in Innovation Management
    2. Product Development
        1. Use Improved Landing Page for Product Development
        2. Restrict Item Creation Based on Item Class Access
        3. Launch Item Reports Directly from Product Development
        4. Improve Audit Trail and Manufacturer Search on Change Orders
        5. Use REST Services for Project Work Item Integration
        6. Import and Export Change Type Configuration
        7. Notify Change Analysts About Assignment Changes
        8. Publish Items for OTBI Analysis from Search Results
        9. Use Quick Submit for Change Orders
        10. Differentiate Change Types and Enable Managers to Track Change Orders
        11. View Extended Flexfields for Structure Components in Side Panel
        12. Restrict Deletion of Item and Change Data with Delete Groups
        13. Analyze Relationships Between Change Orders and Other Product Management Objects
        14. Undo Structure Redlines for Change Affected Objects
        15. Create Manufacturer Directly from AML Tab
        16. View Details of Change Affected Objects in Dynamic Tab
        17. Use Predefined PLM Dashboards for Changes and Items
    3. Product Hub
        1. Default the Style Item Option for Item Creation
        2. View Item Creation Info When Editing
        3. Resubmit Revised Products in Supplier Portal
        4. Accelerate Imports by Streamlining Data Matching
        5. Import Deleted Attribute Values from Oracle Product Hub Portal Cloud
        6. Govern Cyclic Relationships for Related Items
        7. Set a Default Item Class for Searching and Creating Items
        8. Claim New Item Request Definition Tasks
        9. Redline Substitute Components in the Simplified Change Management Interface
      1. Other Product Hub Changes in This Update
    4. Product Development & Product Hub Common Features
        1. Consolidate Line-Level Notifications for Change Orders and New Item Requests
        2. Require Privilege to Modify Assignee
        3. Show Redlines for Deleted Rows in Multi-Row Flexfields
        4. Restrict Creation of Change Types Based on User Roles
        5. Remove Approvers Without Terminating Workflow
        6. Increase Security for Change Workflows
    5. Quality Management
        1. Manage Attachments for Quality Issues and Actions
        2. View Supplier and Customer Details Using Contextual Icon
        3. Terminate and Restart Approval for Quality Issue and Quality Action Workflows
        4. Audit Affected Objects and Relationships of Quality Issues and Actions
        5. Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions
        6. View Inspection Plan Attachments During Inspection
        7. Access Inspection Results Attachments in Oracle Transactional Business Intelligence

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:

Date Product Feature Notes
27 AUG 2020 Product Hub   Updated document. Added Other Product Hub Changes in This Update section.
19 JUN 2020     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. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

  1. Click Navigator > My Enterprise > New Features.
  2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
  3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
  4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

  1. Click Navigator > My Enterprise > Offerings.
  2. On the Offerings page, select your offering, and then click Opt In Features.
  3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
  4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Column Definitions:

Features Delivered Enabled

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

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

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

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

Ready for Use by End Users
(Features 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.

Action is Needed BEFORE Use by End Users
(Features 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*

Innovation Management

Use Clipboard in Innovation Management

Product Development

Use Improved Landing Page for Product Development

Restrict Item Creation Based on Item Class Access

Launch Item Reports Directly from Product Development

Improve Audit Trail and Manufacturer Search on Change Orders

Use REST Services for Project Work Item Integration

Import and Export Change Type Configuration

Notify Change Analysts About Assignment Changes

Publish Items for OTBI Analysis from Search Results

Use Quick Submit for Change Orders

Differentiate Change Types and Enable Managers to Track Change Orders

View Extended Flexfields for Structure Components in Side Panel

Restrict Deletion of Item and Change Data with Delete Groups

Analyze Relationships Between Change Orders and Other Product Management Objects

Undo Structure Redlines for Change Affected Objects

Create Manufacturer Directly from AML Tab

View Details of Change Affected Objects in Dynamic Tab

Use Predefined PLM Dashboards for Changes and Items

Product Hub

Default the Style Item Option for Item Creation

View Item Creation Info When Editing

Resubmit Revised Products in Supplier Portal

Accelerate Imports by Streamlining Data Matching

Import Deleted Attribute Values from Oracle Product Hub Portal Cloud

Govern Cyclic Relationships for Related Items

Set a Default Item Class for Searching and Creating Items

Claim New Item Request Definition Tasks

Redline Substitute Components in the Simplified Change Management Interface

Other Product Hub Changes in This Update

Product Development & Product Hub Common Features

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

Require Privilege to Modify Assignee

Show Redlines for Deleted Rows in Multi-Row Flexfields

Restrict Creation of Change Types Based on User Roles

Remove Approvers Without Terminating Workflow

Increase Security for Change Workflows

Quality Management

Manage Attachments for Quality Issues and Actions

View Supplier and Customer Details Using Contextual Icon

Terminate and Restart Approval for Quality Issue and Quality Action Workflows

Audit Affected Objects and Relationships of Quality Issues and Actions

Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions

View Inspection Plan Attachments During Inspection

Access Inspection Results Attachments in Oracle Transactional Business Intelligence

Innovation Management

Use Clipboard in Innovation Management

Drag and drop, or copy and paste, items from the Clipboard, Favorites, and Recent Items panel into the Relationships tab of ideas, concepts, proposals, and requirements specifications.  Clipboard entries are shared between Innovation Management, Quality Management, and Product Development work areas for a seamless user experience.

Use the clipboard to leverage previously viewed items or favorites, eliminate unnecessary searches, and improve productivity.

Clipboard in Concept Design Work Area

Copy and Paste Buttons in Proposal Relationships

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

Opt In feature name: Use Clipboard in Innovation Management

Key Resources

Role Information

To use this feature, you must have these predefined job roles.

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

Product Development

Use Improved Landing Page for Product Development

Use new filters in My Worklist to focus on the notifications that require your action. You have two view options for notifications, Pending and All.

To reduce clutter further, FYI notifications that you have already read are removed from the pending notifications list. You can still see these if you select to view all notifications.

You also have new actions in the My Worklist Actions menu:

  • Mark As Read - Removes it from the Pending list.
  • Mark As Unread - Keeps it in the Pending list although you have read it.
  • Dismiss - Removes it completely from both lists.

New Filters on My Worklist Panel

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

Users who are assigned any of these predefined job roles are automatically able to access this feature:

  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)

Users who are assigned configured job roles that contain these privileges are able to access this feature:

  • Monitor Product Development (ACA_MONITOR_PRODUCT_DEVELOPMENT_PRIV)
  • Monitor Item Work Area (EGP_MONITOR_ITEM_WORKAREA_PRIV)

Restrict Item Creation Based on Item Class Access

Ensure that users can only use permitted item classes to create items in Product Development. With this update, you can only use the item classes for which you are assigned access.

In the Create Item dialog, you can either enter the item class in the type ahead search or pick the item class from a list. The type ahead search now shows you only the item classes that you have permission to use. The item class list will show you all the item classes, but if you pick a class you don't have access to, an error message is shown.

Type Ahead Search

    

Type Ahead Search Validates Item Class Access

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Item class security can be defined by the administrator in the Setup and Maintenance work area, using the Manage Item Classes task.

Key Resources

Role Information

Users who are assigned any of these predefined job roles are automatically able to access this feature.

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

Launch Item Reports Directly from Product Development

Launch Oracle Transactional Business Intelligence (OTBI) reports for an item directly from the Product Development work area to make informed decisions in the context of the current item. Use the Actions menu on the item page to launch preconfigured reports with relevant parameters. 

You don't have to copy and paste item numbers in the OTBI prompt any more. The parameter values from the object you are on when you launch the report are provided in the prompts set up in the dashboard or report.

The following screenshots show the View Reports action and the configured reports.

View Configured Reports from Actions Menu on Item Page

List of Configured Reports

The following screenshot shows the report in OTBI.

 Report Opens in OTBI

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21B

The Opt In feature is: Launch Item Reports Directly from Product Development

After enabling the Opt In feature, to set up reports that you can launch from the item page, do the following: 

In OTBI:

  1. Create the report and select report filters.
  2. Create dashboard prompts for the report.

In the Setup and Maintenance work area, use the Configure Reports for Product Management task to:

  1. Configure the report path and parameters. 
  2. Map the parameters to the folder and column settings in OTBI.
  3. Create a dashboard for the report.

Tips And Considerations

Suppliers can only see reports that are set with External flag = 'Y'

Key Resources

Role Information

To use this feature, you must have these predefined job roles and privileges.

  • Job Role Name and Code: 
    • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
    • Product Design Manager (ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB)
    • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
    • Supplier Product Design Engineer (ORA_ACA_SUPPLIER_PRODUCT_DESIGN_ENGINEER_JOB)
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Privilege Name and Code:
    • To access the setup task, you must have ACA_SETUP_PRODUCT_INNOVATION_PRIV. Note that the following role has this privilege: Supply Chain Application Administrator: ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB
    • To launch a report from an object that you already have access to, you must have the View Product Management Reports (ACA_VIEW_PRODUCT_MANAGEMENT_REPORTS_PRIV) privilege. Note that in 20C, you can perform this action only from the item page in the Product Development work area.

Improve Audit Trail and Manufacturer Search on Change Orders

Find out who had access to a change at any given time, and who provided that access. You can now track modifications made to the Security tab of a change order or change request, and see who added or deleted entries in the list of users and roles. This helps you enhance internal processes and fulfill audit requirements for regulated industries.

Additionally, the Registry ID attribute of the manufacturer is shown in the Approved Manufacturers List (AML) to help you identify the manufacturer more easily. You can also search by Registry ID for a manufacturer during manufacturer part creation, and accelerate the assignment of manufacturers and parts.

Track Change Security Using Audit Trail

Manufacturer Registry ID in AML

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

Users who are assigned any of these predefined job roles are automatically able to access this feature:

  • 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)

Users who are assigned configured job roles that contain these privileges are able to access this feature:

  • For Change Security
    • View_Item_Change (EGO_VIEW_ITEM_CHANGE_ORDER_PRIV) or Manage_Item_Change (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
  • For Approved Manufacturer List
    • View_Item (EGP_VIEW_ITEM_PRIV) or Manage_Item (EGP_MANAGE_ITEM_PRIV)
    • View_Trading_Partner (EGP_VIEW_TRADING_PARTNER_PRIV) or Manage_Trading_Partner (EGP_MANAGE_TRADING_PARTNER_PRIV)

Use REST Services for Project Work Item Integration

Retrieve all available status information for a change object workflow using a Product Change Orders 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.

Steps to Enable

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

Key Resources

Role Information

To use this feature, the following privilege is required:

  • Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)

Import and Export Change Type Configuration

Leverage new capabilities for importing and exporting change type configuration. You can now import or export workflow sequences, approval settings, and additional controls.

Here's what's supported:

  • Header information - Includes the header attributes such as Name, Internal Name, and Description.
  • Policy - Includes the settings for attributes such as Number Generation Method, Autocomplete on Cancel, Priority, Assignee Role, and Default Assignee among others.

If Priority, Assignee Role, or Default Assignee values are not found in the target system, the update skips those attributes and shows an error message.

  • Workflow - Includes settings for workflow statuses, workflow sequence, promotion and demotion policy, approval setup, default approvers, and additional workflow controls. 

If a change type already exists in the target system with a different workflow sequence (the application checks for a combination of sequence number and associated internal status name), then the import of the workflow sequence and additional workflow controls are skipped. In this case, you must synchronize the workflow sequence manually and then restart the import to update additional workflow controls.

Entry and exit criteria are not yet supported.

Workflow Definition with Additional Controls

Export Change Order Configurations

With this update, you can eliminate manual configuration and accelerate the implementation timeline to transfer change type setup from your development environment to your production environment.

Steps to Enable

EXPORT CHANGE TYPE CONFIGURATION

In the Setup and Maintenance work area, do the following:

  1. Select the Product Management offering.
  2. Click the down arrow icon in the Change Orders Functional Area row.
  3. Select Export > Create New.
  4. Click Submit.
  5. When the export is finished, click the Latest Export link just in Setup: Product Management.

IMPORT CHANGE TYPE CONFIGURATION

In the Setup and Maintenance work area, do the following:

  1. Select the Product Management offering.
  2. Click Actions > Import > Create New.
  3. Browse for the configuration package you exported earlier.
  4. Click Submit.

Tips And Considerations

  • Data in the Propagation and Creators tabs are not supported as part of import and export configuration.
  • If you export the data in the Manage Change Order Types task, it automatically includes the data in the Manage Change Statuses task.
  • Comparison of change statuses is done using the new non-translatable StatusInternalName attribute. If the status is created manually, the StatusInternalName attribute is filled automatically on initial status creation using the Status Name value. Blank characters are not allowed in internal names and are replaced with underscores. 
  • Comparison of role information is done using the attribute Role Code.
  • Comparison of user information is done using the attribute User Name.

Key Resources

Role Information

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

Users who are assigned any of these predefined job roles are automatically able to access this feature:

  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)

Notify Change Analysts About Assignment Changes

Make sure change analysts receive a notification when they are newly assigned to a change order. Notifications are sent whenever a change order, change request, or new item request leaves Draft status. Change request notifications now show the change type in the title for easy identification.

With this update, you can increase productivity by ensuring a newly assigned change analyst becomes aware of a specific change order in order to move it forward appropriately.

Change Order Assignment Notification

Notification Title Shows Change Type

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

Users who are assigned any of these predefined job roles are automatically able to access this feature.

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

Publish Items for OTBI Analysis from Search Results

The ability to do analyses on items and structures from a top-down or bottom-up perspective can provide critical business decision-making information. Data does not evolve into decision-making information until proper access and analyses are available. However, making that information available to users can require several searches and many clicks to publish the required information.

With this update, you can search for and publish items for analysis in Oracle Transactional Business Intelligence (OTBI) from the Manage Items page. Use a Publish for Analysis action from within the item page and select items that you want to make available in reports for OTBI subject areas such as Structures and Components, and Where Used. 

Now your users have easy access to the data needed for translation into actionable information.  

The following screenshots show how you can select the Publish for Analysis action from within the item page, select items that you want to make available in reports for OTBI subject areas such as Structures and Components, and Where Used. 

Publish for Analysis from Item Search Results

Publish for Analysis from Item Page

Watch a Demo

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature is now re-enabled in Product Development.

Key Resources

Role Information

To use this feature, the following job 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)

Use Quick Submit for Change Orders

Quickly submit a change order for item modifications using a new Submit action in the Save to Change Order dialog within the Product Information Management work area.

The action opens a dialog with the item number defaulted as the change order name. When you click Submit, the Edit Change Order page opens with the status automatically promoted to Open.

The following screenshots illustrate this feature.

Save to Change Order from Actions Menu

Submit from Save to Change Order Dialog

Change Order Automatically Promoted to Open Status

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Key Resources

Role Information

To use this feature, the following roles are required.

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

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.

The Type attribute consolidates the metrics to a higher level business process leading to better decisions.

Type Attribute Added in Change Order Subject Area

Sample Report How to Consolidate Various Change Types for Easy Analysis

Assign To Attribute in Change Order Subject Area with Manager Hierarchy

The Assign To and Employee-Manager Hierarchy attributes help managers to track actions assigned to their employees effectively.

Sample Change Order Analysis with Assign To Manager Hierarchy

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

To use this feature, the following roles are required.

  • Job Role Name and Code:
    • Transactional Analysis Duty (FBI_TRANSACTION_ANALYSIS_GENERIC_DUTY)
    • Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
    • BI Consumer Role (BIConsumer)

View Extended Flexfields for Structure Components in Side Panel

Increase productivity when you work with structures using the new side panel view for components. 

Select a component row on the item structure tab to view its extended flexfields in a side panel.  You can view flexfields when moving from one component to another, and navigate easily between the component's reference designators and additional attributes. 

The following screenshots illustrate this feature.

Side Panel View for Selected Component

Extended Flexfields Shown in Side Panel

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

The Opt In feature name is View Extended Flexfields for Structure Components in Side Panel.

Key Resources

Role Information

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

Restrict Deletion of Item and Change Data with Delete Groups

Ensure only authorized users can delete item or change data permanently.

With this update, you'll see changes to how objects are deleted on the item and change pages in Product Development. Instead of deleting the object immediately, the to-be-deleted item or change object is assigned to a new or existing 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.

Delete Group Dialog Appears on Delete Action

The task Manage Delete Groups is now available in the Tasks panel within Product Development.

Manage Delete Groups Task in Tasks Panel Within Product Development

This two-step approach, with the separation of the delete action and actual physical deletion of the object, avoids unintended deletion of objects. Furthermore, you can restrict the group of users who have access to the Manage Delete Group task. With this feature, you can set up a secure governance model for the deletion of objects.

Watch a Demo

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

Users who are assigned any of these predefined job roles are automatically able to access this feature:

  • 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)

Users who are assigned configured job roles that contain these privileges are able to access this feature:

  • Monitor Product Development (ACA_MONITOR_PRODUCT_DEVELOPMENT_PRIV)
  • Manage Item Delete Group (EGP_MANAGE_ITEM_DELETE_GROUP_PRIV)

Additionally, to delete the assigned objects users need the appropriate manage and delete privileges for the object types.

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. This insight enables improved execution of the change management process, improving time-to-market.

New Folders in Change Orders Real Time Subject Area

Sample Analysis Shows Change Orders Related to Configured Objects in Structures and Components Subject Area

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

To use this feature, the following roles are required.

  • Job Role Name and Code:
    • Transactional Analysis Duty (FBI_TRANSACTION_ANALYSIS_GENERIC_DUTY)
    • Product Transaction Analysis Duty (FBI_PRODUCT_TRANSACTION_ANALYSIS_DUTY)
    • BI Consumer Role (BIConsumer)

Undo Structure Redlines for Change Affected Objects

Increase flexibility in your change management process with the ability to undo structure redlines.

You can now select one or more rows in a structure and remove the redlines using the new Undo Redlines action. When you click Undo Redlines, an Undo icon appears next to each row selected for the action so that you can first review the list before you remove the redlines. Your changes are committed only when you click Save.

The following screenshots illustrate the undo redline process.

New Action to Undo Redlines

Icon that Appears on Selecting Rows for Undo Redlines

Redlines Removed on Saving the Affected Item

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

Opt In feature name: Undo Structure Redlines for Change Affected Objects

Key Resources

Role Information

Users who are assigned any of these predefined job roles are automatically able to access this feature.

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

Create Manufacturer Directly from AML Tab

Streamline manufacturer and manufacturer part creation. You can now create a manufacturer for a part using the Create (+) icon in the Create Manufacturer Part dialog. After you create the manufacturer, you can complete the creation of the manufacturer part.

This new Create (+) action is available from the following places in the interface:

  • Item AML tab > Create > Create Manufacturer Part dialog
  • Change Order > Affected Objects > AML tab > Create > Create Manufacturer Part dialog

Note that this is only available on engineering change orders and change orders without revision control.

The following screenshots show the new action on the Create Manufacturer Part dialog.

Create Manufacturer from Item AML Context

Create Manufacturer from Change Context

The following screenshots show how you can create the manufacturer and the manufacturer part. When you click the Create icon, the Create Manufacturer dialog opens. After you add the manufacturer, you return to the Create Manufacturer Part dialog to complete part creation.

Create Action Opens Create Manufacturer Dialog

Create Manufacturer Part Dialog Shows Newly Created Manufacturer

To provide a consistent experience across all contexts, the icons have changed in the AML tab. The plus icon earlier opened the Select and Add dialog, whereas now it opens a Create dialog. 

Select and Add Icon and Create Icon on AML Tab

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

The Opt-In feature name is Create Manufacturer Directly from AML Tab.

Key Resources

Role Information

Users who are assigned any of these predefined job roles are automatically able to access this feature.

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

View Details of Change Affected Objects in Dynamic Tab

View all item details directly from the change order to increase productivity. In the Affected objects table, each item appears with a new triangle icon to indicate that additional information is available. An information dialog appears on hover and clicking on it provides a dialog with hyperlinks to open item Attachments, Structure, AML and Where Used tab details in a dynamic tab, without losing the change order context.

Dialog with Direct Links to Item Attachments, Structure, AML and Where Used Tabs

Clicking on Structure Hyperlink Opens Item Structure in a Dynamic Tab

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature is available on engineering changer orders, change orders without revision control, and commercialization change orders. This is a restored behavior.

Key Resources

Role Information

Users who are assigned any of these predefined job roles are automatically able to access this feature.

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

Use Predefined PLM Dashboards for Changes and Items

Leverage two new Oracle Transactional Business Intelligence dashboards to view analyses for PLM objects.

Use the Change Orders Dashboard to analyze count, cycle time, and aging metrics of change orders, change requests, problem reports, and corrective actions.

Change Orders Dashboard

Use the PLM Details Dashboard to search for items using various attribute filters.

PLM Details Dashboard

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To access these dashboards, navigate to Oracle Transactional Business Intelligence > Dashboards > Supply Chain Management > Change Orders Dashboard or PLM Details Dashboard.

Role Information

To use this feature, the following job roles are required.

  • Job Role Name and Code:
    • Change Orders Dashboard:
      • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
    • PLM Details Dashboard:
      • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
      • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

Product Hub

Default the Style Item Option for Item Creation

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

Style Item Checked by Default _20C

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Please refer to:

  • Refer to the Oracle SCM Cloud Using Product Master Data Management guide, available on the Oracle Help Center.

Role Information

Users who are assigned configured job roles that contain these privileges are able to access this feature:

  • Privilege Name and Code:
    • Create Item Class Item Data (EGO_CREATE_ITEM_CLASS_ITEM_DATA)
  • Duty Role Name and Code:
    • Item Management Duty (ORA_EGP_ITEM_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Product Manager (ORA_EGP_PRODUCT_MANAGER)

View Item Creation Info When Editing

When you edit items, you can now see when the item was created, and by whom. This ability to see basic item creation information at a glance increases productivity and is vital to the product development cycle, especially when item data is being enriched or when attribute values need to be edited.

Edit Item UI

Edit Item UI Showing the Details

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Role Information

To use this feature, the following privilege or roles are required:

  • Privilege Name and Code:
    • View Item (EGP_VIEW_ITEM)
  • Duty Role Name and Code:
    • Item Inquiry Duty (ORA_EGP_ITEM_INQUIRY_DUTY)
    • Item Management Duty (ORA_EGP_ITEM_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Product Manager (ORA_EGP_PRODUCT_MANAGER)

Resubmit Revised Products in Supplier Portal

Supplier Product Administrators can now revise and resubmit the products that are in the Rejected status from Oracle Product Hub Portal Cloud. The resubmitted products will again be submitted for import into Oracle Product Hub Cloud. Product Data Stewards can then review and import the resubmitted products.

The following screen capture illustrates this feature and its benefits.

Submit Rejected Product

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

  • Privilege Name and Code:
    • Manage Product Upload (EGS_MANAGE_PRODUCT_UPLOAD_PRIV)
  • Job Role Name and Code:
    • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)
    • Supplier Product Administrator (ORA_EGS_SUPPLIER_PRODUCT_ADMINISTRATOR_JOB)

Accelerate Imports by Streamlining Data Matching

Initial data load and data migration tasks are always time-intensive. Data migration tasks can take up the maximum amount of time in a project. To improve item data import performance, the existing data quality option is enhanced with more functionality.

The Enable data quality matching option now allows you to control whether the process associated with identifying potential duplicates in the import is run or not. By deselecting this option, you can improve the import performance in cases where the data is already known to be good. This can be selectively done for each batch.

Enable Data Quality Matching Option for Item Batches

In the Product Information Management work area, you can deselect the Enable data quality matching option in the Data Quality region of:

  • The Edit Item Batch Options dialog of the Edit Item Batch page for an item batch
  • The Import Options tab on the Edit Spoke System page for a spoke system

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • Use this option to control whether data quality matching has to run to identify potential duplicates in the system for an import.
  • Deselect this option to ignore the process associated with matching for your imports.
  • Deselect this option to improve the import performance when you do not want data quality checks to be performed.
  • This option is especially useful for the initial data load when the data is already de-duplicated outside the system.

Key Resources

Role Information

  • Privilege Name and Code:
    • Manage Item Batch (EGI_MANAGE_ITEM_BATCH)
  • Duty Role Name and Code:
    • Item Batch Management Duty (ORA_EGI_ITEM_BATCH_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD)

Import Deleted Attribute Values from Oracle Product Hub Portal Cloud

Supplier Product Administrators can now delete attribute values of a product in Oracle Product Hub Portal Cloud and submit this change for import into Oracle Product Hub Cloud. On successful import, the attribute values on the production item are deleted.

You can now also delete rows of multi-row extensible flexfields using import maps for all spoke systems. The Transaction Type attribute is now available for mapping under multi-row extensible flexfield attribute groups in import maps. You can map to this attribute and specify DELETE as the transaction type to delete a multi-row extensible flexfield row. Smart Spreadsheets also now support the transaction type attribute.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • Item relationships are not deleted from production items after import if values for the following attributes are deleted from Oracle Product Hub Portal Cloud: GTIN, GTIN UOM, Manufacturer Part Number, and Manufacturer Name.
  • For translatable multi-row extensible flexfields, the Transaction Type attribute is displayed for mapping in import maps once per installed language.
  • If data is uploaded directly to an item batch using import maps in Oracle Product Hub Cloud,then the valid values for the Transaction Type attribute are: CREATE, UPDATE, SYNC, and DELETE.
  • If data is uploaded using product uploads in Oracle Product Hub Portal Cloud, then the valid values for the Transaction Type attribute are SYNC and DELETE. If the value for the Transaction Type attribute is specified as CREATE or UPDATE, then it's converted to SYNC during the data file upload process.
  • If the Transaction Type attribute is not mapped, or is mapped but has no value provided in the data file, then the SYNC transaction type will be inserted by import maps in the interface tables.

Key Resources

Role Information

  • Privilege Name and Code:
    • Manage Product Upload (EGS_MANAGE_PRODUCT_UPLOAD_PRIV)
    • Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP)
  • Job Role Name and Code:
    • Supplier Product Administrator (ORA_EGS_SUPPLIER_PRODUCT_ADMINISTRATOR_JOB)
    • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Govern Cyclic Relationships for Related Items

You can now prevent cyclic relationships. When you try to create a relationship between two items, you might form a loop with other existing relationships. For example, consider a scenario in which there are existing relationships: Item A has a substitute relationship with Item B and Item B has a substitute relationship Item C.

When a user tries to create a new substitute relationship between Item C and Item A, that would form a loop, which could be undesirable. Using the Related Item Types REST API, you can specify whether cyclic relationships should be disallowed for a relationship type. If you perform a setup to disallow, users are prevented from creating relationships that could form a loop.

To disallow cyclic relationships, use the Related Item Types REST resource to specify the relationship type and to set the value of cyclicRelationshipFlag to false for that type.

Screenshot showing that creation of cyclic relationship is prevented

Error Message When Cyclic Relationships Are Disallowed

Steps to Enable

Use Related Item Types REST API to disallow cyclic relationships.

Tips And Considerations

  • Cyclic relationships are allowed by default until you explicitly change the flag to No.
  • This feature prevents cyclic relationships from being created after the above setup change. You must query any existing cyclic relationships created before the setup change and fix those.
  • The start date and end date of relationships is taken into account when determining whether a relationship is cyclic.

Key Resources

  • Oracle SCM Cloud Using Product Master Data Management guide, available on the Oracle Help Center.

Set a Default Item Class for Searching and Creating Items

Improve productivity by designating a single item class to be the default item class selection when users search for or create items in the Product Information Management work area. Identify an item class that is heavily used in your enterprise and designate it as the default. This item class is then defaulted in flows where users have to explicitly select an item class, thereby increasing efficiency.

  1. In the Setup and Maintenance work area, use the Manage Item Classes task:
  • Offering: Product Management
  • Functional Area: Items
  • Task: Manage Item Classes
  1. Query the item class to be used as the default.
  2. On the Edit Item Class page, select Default Item Class.

Edit Item Class Page with Default Item Class Option Selected

Subsequently, when users create items, the Item Class field is defaulted to the item class designated as the default, saving the effort of searching and selecting an item class.

Create Item Dialog with Defaulted Item Class

When users search for items on the Manage Items page, the item class query field is also defaulted.

Manage Items Page with Defaulted Item Class

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • For new installations, the Root Item Class is selected as Default Item Class.
  • For updated installations, users can select any other item class to mark it as default.
  • Whenever a new item class is selected as the default, the previously selected default item class is automatically deselected.

Key Resources

  • Oracle Supply Chain Management Cloud: Using Product Master Data Management guide, available on the Oracle Help Center.

Role Information

  • Privilege Name and Code:
    • Create Item Class Item Data (EGO_CREATE_ITEM_CLASS_ITEM_DATA)
  • Duty Role Name and Code:
    • Item Management Duty (ORA_EGP_ITEM_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Product Manager (ORA_EGP_PRODUCT_MANAGER)

Claim New Item Request Definition Tasks

Leverage a seamless user experience while working on definition tasks. Claim 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.

Claim Task Directly from New Item Request Definition Details Page

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

This feature is opt-in enabled.

Name: Claim New Item Request Definition Tasks

Key Resources

Role Information

To use this feature, the following roles are required:

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

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.

Redline Substitute Component Through Commercialization Change Order

Substitute Component in Redline Summary

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

To use this feature, you must opt in to two features:

  • Use Simplified Change Management Interface
  • Redline Substitute Components in the Simplified Change Management Interface

Key Resources

Role Information

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

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

Other Product Hub Changes in This Update

This section includes details about additional changes in this update that can change the way Oracle Product Hub Cloud works.

Item Description Generation Rules

After updating to 20C, when creating an item, at least one item description generation rule expression must return a value for the description.  If no description generation rules return a value, then item creation fails with an error indicating that a description is required.  In update 20B, if a description generation rule didn't return a value during item creation, then the item would be created with the text Rule Generated.

Bug reference: 31253107

Product Development & Product Hub Common Features

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

Line-level notifications are used to inform the requester, creator, assignee, and approvers of a change that some change lines of a change order or a new item request have been approved or rejected. Similar line-level notifications are sent when some change lines become effective.

With this update, you can reduce the number of notifications by consolidating multiple line-level notifications into a single notification. All line-level approvals or rejections that are submitted by the user in a single action now result in a single notification. The notification indicates how many lines have been approved or rejected and lists all change lines with their current status. This is now enabled for approvals on commercialization change orders and new item requests.

The following screenshots show the notification in the worklist, and the notification details.

Line-Level Approval Notification Header in Worklist

Line-Level Approval Notification Details

Line-level notifications that are sent when change lines become effective have also been consolidated. This is now enabled for approvals on all change orders and new item requests. 

When multiple change lines of a single change order or new item request become effective at the same time, a single activation notification is sent to the user. The notification indicates how many change lines were activated. In the details of the notification, you can find a list of all the change lines with their respective statuses.

Line-Level Activation Notification Header in Worklist

Line-Level Activation Notification Details

These modifications simplify the user experience by reducing the overall number of notifications that people receive, and help users process the information more efficiently because it is consolidated into a more useful format.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

The name of the Opt In feature is Consolidate Line Level Notifications for Change Orders and New Item Requests.

Key Resources

Role Information

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

Users who are assigned any of these predefined job roles are automatically able to access this feature:

  • Product Manager (ORA_EGP_PRODUCT_MANAGER_JOB)
  • Product Design Engineer (ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB)
  • Product Design Manager (ORA_ACD_PRODUCT DESIGN_MANAGER_JOB)
  • Product Data Steward (ORA_EGI_PRODUCT_DATA_STEWARD_JOB)

Users who are assigned configured job roles that contain these privileges are able to access this feature:

  • View_Item_Change (EGO_VIEW_ITEM_CHANGE_ORDER_PRIV) or Manage_Item_Change (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)

Require Privilege to Modify Assignee

Ensure that only authorized users can change the Assigned To attribute on an object. With this update, you can use a Manage Assignee privilege to control who can modify this attribute.

The Assigned to field is read-only if the user doesn't have the privilege to change the assignee.

Assigned To Field is Read-Only

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

To enable this feature, opt in to the feature named Require Privilege to Modify Assignee.

Key Resources

Role Information

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

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

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 strikethrough instead of being removed entirely. This is also captured in the redline summary to provide a complete summary of the changes.

With this update, you can easily identify attributes and flexfileds deleted in the change order context.

Strikethrough Text Shows Deletion

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

To use this feature, the following roles 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)

Restrict Creation of Change Types Based on User Roles

Define which user roles can create changes using a particular change type using the Creators table provided in the Change Order Type screen. Once the list of creators are specified, the Change Type list displays a filtered list of allowed change types during change order creation.

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.

Creators Tab in Change Type Definition

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

To use this feature, the following roles 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)

Remove Approvers Without Terminating Workflow

Avoid unnecessary delays in the approval process if an approver is unavailable for any reason.

With this update, a change analyst can remove approvers when approvals are already in progress, without having to terminate the workflow. To ensure accountability, only change analysts can remove approvers while the change is in progress.

Remove Approver During Interim Approval

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

For group approvals, approvers can be removed only if the approval response is configured as required from all users.

Key Resources

Role Information

To use this feature, the following roles are required.

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

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 now set permissions for the following actions in the Additional Workflow Controls table:

  • Add Approvers for Current Status
  • Add Approvers for Future Status
  • Manage Relationships
  • Manage Security

New Actions in Workflow Controls

You can also define what actions supplier portal users can perform at each status in the change workflow for each change type. For example, you can allow portal users to update header attributes and header attachments depending on workflow statuses.

Supplier Portal User Added as Participant in Workflow Controls

Watch a Demo

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 20D

Tips And Considerations

You must opt in to the feature named Secure Change Workflows with Additional Controls.

Key Resources

Role Information

To use this feature, the following roles are required:

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

Quality Management

Manage Attachments for Quality Issues and Actions

Attachments provide supplemental information used to resolve a quality issue or quality action and can include a variety of files, URLs and types of images. Use the improved attachment framework to streamline the management of attachment artifacts for quality issues and quality actions.

You can now use the following additional capabilities:

  • Add multiple file attachments in a single Add action
  • Check in and check out attachments
  • Manage attachment revisions
  • View revision date history

In addition, you can use Direct Edit to edit attachment attributes such as Title, Description, Category, and so on.  You can also filter and sort attachments to quickly find a specific attachment.

View Attachment Revision Details

New Button to Open Direct Edit 

Direct Edit Dialog to Edit Attachment Attributes

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

To use this feature, the following roles and privileges are required:

  • Job Role Name and Code:
    • Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
    • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

View Supplier and Customer Details Using Contextual Icon

Quality issues and quality actions can record a supplier or customer name. To the team tasked with the quality event resolution, it becomes a challenge to identify the specific supplier or customer entity that requires focus.

Use the contextual information icon to open an information dialog where you can see more details about the customer and supplier. Details shown include 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.

With access to these additional customer and supplier details, you can improve responsiveness during quality issue and action resolution processes.

Contextual Information Icon

Customer Detail Information 

Supplier Detail Information

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

To use this feature, the following roles and privileges are required:

  • Job Role Name and Code:
    • Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
    • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

Terminate and Restart Approval for Quality Issue and Quality Action Workflows

While the approval workflow of a quality or action is in progress, mandatory approvers may become unavailable or have changed responsibilities. You can now ensure that this does not interrupt the workflow, by removing such approvers and adding new users or roles in their place. 

The assignee of the quality issue or action can terminate the approval workflow, make the desired modifications to the list of approvers, and then restart the approval workflow by submitting it for approval or demoting it to a previous status. The Workflow Summary logs the termination and restart actions to maintain an audit trail for workflow status changes.

New Terminate Workflow Action in Actions Menu

Terminate Workflow Dialog Where Comments Are Set As Mandatory 

Restart Workflow Dialog Where Comments Are Set As Mandatory

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Only the assignee of the quality issue or action (approval submitter, if assignee is empty) can terminate the workflow.

Hint: After terminating a workflow, close and reopen the issue or action to see an updated status and take additional actions.

Key Resources

Role Information

To use this feature, the following roles and privileges are required:

  • Job Role Name and Code:
    • Quality Analyst (ORA_ENQ_QUALITY_ANALYST_JOB)
    • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)

Audit Affected Objects and Relationships of Quality Issues and Actions

Quality control systems for regulated industries require a proper audit trail for any changes made to a quality issue or quality action. The audit report captures the change history for each quality issue and action, promotes accountability, enables traceability, and provides adherence to regulatory compliance across quality transactions.

With this update, you can set up your audit report to track changes made to affected objects and relationships, in addition to the attribute and attachment changes that were previously enabled. Every addition, update, or removal made through the user interface and through REST services can be captured in the audit report along with details of who performed each change and when.

You can access the audit report through the side panel.

Access Audit Report

Affected Object Entry in Audit Log

Watch a Demo

Steps to Enable

To use this feature, you must configure the attributes to be used in the audit trail: 

  1. Navigate to the Manage Audit Policies task in the Setup and Maintenance work area.
  2. Click the Configure Business Object Attributes button.
  3. From the Product list, select Quality Issue and Action Management.
  4. Within the Objects list, select Quality Issue: Quality Issue Affected Object and add the attributes that should be logged.
  5. Do the same for Quality Action: Quality Action Affected Object.

Setup Task to Enable Affected Object and Related Object Audit Log

Tips And Considerations

You can access the audit reports through the Manage Audit Report user interface. Please see the Audit Lifecycle Feature: Audit Trail for an introduction of the audit framework.

Key Resources

Role Information

To use this feature, the following roles and privileges are required:

  • Job Role Name and Code:
    • Application Administrator
    • Internal Auditor
    • Quality Analyst  (ORA_ENQ_QUALITY_ANALYST_JOB)
    • Quality Engineer (ORA_ENQ_QUALITY_ENGINEER_JOB)
  • Privilege Name and Code:
    • Manage Audit Policies (FND_MANAGE_AUDIT_POLICIES_PRIV)
    • Manage Audit Reports (FND_VIEW_AUDIT_HISTORY_PRIV)
    • Manage Audit Reports (ORA_FND_INTERNAL_AUDITOR_JOB)

Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions

Create and manage problem reports and corrective actions from the Quality Management work area, to leverage advanced workflow capabilities such as additional controls and group approvals.

With these capabilities, you can create new types of problem reports and corrective actions, and also create additional steps in the workflow to specify promotions, demotions, entry criteria, and exit criteria. Along with providing improvements to set up workflows to suit specific business needs, these changes also lead to more productive processes. The following screenshots illustrate this feature.

Here's how you can access problem reports and corrective actions from within Quality Management.

Create Menu Shows Problem Report and Corrective Action Options

The Manage Problem Reports and Corrective Actions page now provides a consistent interface with advanced search capabilities and the ability to create saved searches.

Manage Corrective Actions Page

Problem reports and corrective actions now have advanced workflow controls and group approvals.

Corrective Actions Workflow

You can now set up additional types of workflows for problem reports and corrective actions in the Setup and Maintenance work area.

Setting Up Advanced Workflow Controls and Group Approvals

The infolets on the Overview page help you easily gain access to favorites and recently visited problem reports or corrective actions.

Infolets for Problem Report and Corrective Action

You can navigate from the infolets to the Manage Problem Reports and Corrective Actions page.

Navigation from My Favorite Problem Reports

The Problem Reports and Corrective Actions are shown on the Item Quality tab in Product Development and Product Hub

Item Quality Tab in Product Development

Item Quality Tab in Product Hub

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product ManagementNo Longer Optional From: Update 21A

Tips And Considerations

Name of feature to opt-in is 'Leverage Advanced Workflow Capabilities for Problem Reports and Corrective Actions'

Key Resources

Role Information

To use this feature, the following roles are required.

  • Job Role Name and Code:
    • Quality Analyst Job Role (ORA_ENQ_QUALITY_ANALYST_JOB)   
    • Manage Problem Report (ACA_MANAGE_PROBLEM_REPORT_PRIV) OR Manage Corrective Action (ACA_MANAGE_CORRECTIVE_ACTION_PRIV)
    • Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
    • Data Security Policy: Access the item change for table EGO_ENGINEERING_CHANGES_B for the item changes they have access to.

View Inspection Plan Attachments During Inspection

Inspectors need to access critical documentation to ensure consistent processes are followed during quality-related activities. For example, they may need to review specification drawings, test procedures, and work instructions to successfully perform inspection activities and subsequent actions, such as rework or repair.

Inspectors can now view any attachments added to:

  • an inspection characteristic while specifying inspection plan specifications.
  • the inspection plan header and inspection plan specifications while performing an inspection.

Additionally, inspectors can attach documents that provide evidence of results recorded to the inspection header and inspection result levels.

An attachments icon, along with the associated functionality, has been added at the inspection header level on the Inspections page.  Attachments at the result level are already supported.

Attachments During an Inspection

Giving you the ability to attach and view documents in various areas of the inspection plan during inspection helps ensure appropriate business processes are effectively communicated.

Watch a Demo

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The attachment type Repository File/Folder isn’t fully supported, so you should avoid using it.

Key Resources

Role Information

To use this feature, the following roles are required:

  • Job Role Name and Code:
    • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)
    • Receiving Agent (ORA_RCV_RECEIVING_AGENT)
    • Production Operator (ORA_WIE_PRODUCTION_OPERATOR_JOB)
    • Warehouse Manager (ORA_INV_WAREHOUSE_MANAGER)

Access Inspection Results Attachments in Oracle Transactional Business Intelligence

To facilitate failure analysis and root cause analysis, quality engineers and analysts need access to all of the documentation captured by the inspector. You can use the Inspection Results Real Time subject area in Oracle Transactional Business Intelligence (OTBI) to create and view ad-hoc reports and analyses for inspections, including attachments at the inspection result level. Viewing the inspection results attachments in OTBI can help provide a more complete view of the quality performance of your products, processes, and suppliers as part of a closed-loop quality management system.

A new Sample Results Attachments dimension has been added to the Inspection Results Real Time subject area.

Sample Results Attachments Dimension

You can include data from the Sample Results Attachments dimension in your reports, including the display of images.

Report Including Image Attached to an Inspection Result

Watch a Demo

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • Any attachment file that you add at the inspection result level must be marked as “Shared” if you want to view or print it in Oracle Transactional Business Intelligence.
  • You must be allowed to view all of the types of attachments that you need access to in Oracle Transactional Business Intelligence setup.

Key Resources

Role Information

To use this feature, the following role is required:

  • Job Role Name and Code:
    • Quality Engineer (ORA_QA_QUALITY_ENGINEER_JOB)