Document History

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

Date Update Version Notes
06 JUN 2018 Update 18B Revised update 18B.
06 JUN 2018 Update 18A Revised update 18A.

Update 18B

Revision History

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

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

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

Customers Upgrading from Release 12

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

Give Us Feedback

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

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

  1. Click the Navigator, and then click New Features (under the My Enterprise heading).
  2. On the New Features page, select the offering that includes new features you’d like to review.
  3. Click Go to Opt In for any feature that you want to opt in to.
  4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt In.
  3. On the Opt In page, click the Edit Features icon.
  4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close
  5. Click Done.

Feature Summary

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Innovation Management

Use Application Composer Extensibility Framework for Innovation Management

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

Use Web Services to Add or Update Attachments to Ideas

View Gantt Charts and Resources as Separate Tabs of Roadmap Analysis

Get Insights into Idea Votes and Like Counts Using Transactional Analytics

Product Development

Define Business Events for Integration Cloud Service

Seamlessly Handle Change Management Activities with Consistent User Interface

Upload Bulk Attachments for Computer-Aided Design Integration with Cloud

View Approved Manufacturer Parts Directly in the Item Structure Table

Leverage Structure Approved Manufacturer Table View Improvements

Manage Tasks for Change Orders

Define and Configure Item Flexfields

Control Access to Manufacturing Parts with View-Only Privilege

Secure Engineering Item Structures in Your Master Organization

Leverage New Item Request Task Improvements

Quality Management

Use Application Composer Extensibility Framework for Quality Issues and Actions

View Item Lot and Serial Number for Inspection Based Quality Issues

Collect Ad Hoc Inspection Results Using REST Services

Product Hub

Automatically Synchronize Item Attributes with No Values During Import

Use Advanced Import Maps to Streamline the Item Onboarding Process

Leverage Visual Error Indicators for Smart Spreadsheets

Use Blending Rules for Non-Supplier Spoke Systems

Reassign Items to a Catalog or Category Using Item Business Rules

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

Track and Audit Changes to an Item Catalog

Complete New Item Request Tasks with Simplified Navigation

Innovation Management

Use Application Composer Extensibility Framework for Innovation Management

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

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

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

The following screen captures illustrate the feature and its benefits.

Configure Field Groups

Display Field Groups in the UI

Configure URL Tabs

Display URL Tabs in the UI

Configure User-Defined Objects

Display Custom Objects as a Separate Work Area

Steps to Enable

No steps are required to enable this feature.

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

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

The following screen capture illustrates the feature and its benefits.

Add Team

Steps to Enable

No steps are required to enable this feature.

Use Web Services to Add or Update Attachments to Ideas

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

Steps to Enable

No steps are required to enable this feature.

View Gantt Charts and Resources as Separate Tabs of Roadmap Analysis

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

Portfolio Roadmap Tab

Steps to Enable

No steps are required to enable this feature.

Get Insights into Idea Votes and Like Counts Using Transactional Analytics

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

The following screen capture illustrates the feature and its benefits.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Product Development

Define Business Events for Integration Cloud Service

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

Steps to Enable

No steps are required to enable this feature.

Seamlessly Handle Change Management Activities with Consistent User Interface

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

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

The following screen captures illustrate the feature and its benefits.

The redline support includes:

Steps to Enable

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

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

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

Upload Bulk Attachments for Computer-Aided Design Integration with Cloud

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

Steps to Enable

No steps are required to enable this feature.

View Approved Manufacturer Parts Directly in the Item Structure Table

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

The following screen captures illustrate the feature and its benefits.

Item AML Displayed in a Separate Subtab

Display of AML Across the Structure

Steps to Enable

No steps are required to enable this feature.

Leverage Structure Approved Manufacturer Table View Improvements

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

The following screen capture illustrates the feature and its benefits.

Steps to Enable

No steps are required to enable this feature.

Manage Tasks for Change Orders

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

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

The following screen capture illustrates the feature and its benefits.

Manage Tasks

Steps to Enable

No steps are required to enable this feature.

Define and Configure Item Flexfields

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

Steps to Enable

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

  1. Define the extensible flexfields attribute groups and assign them to an item class page.
  1. Define the Functional page setup:
  1. Deploy the extensible flexfields.
  2. Verify the setup in Product Development User Interface:

Control Access to Manufacturing Parts with View-Only Privilege

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

The following screen capture illustrates the feature and its benefits.

View Only Access to MPNs

Steps to Enable

No steps are required to enable this feature.

Secure Engineering Item Structures in Your Master Organization

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

The following screen capture illustrates the feature and its benefits.

Manage Alternate Structure Through a Change Order

Steps to Enable

No steps are required to enable this feature.

Leverage New Item Request Task Improvements

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

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

The following screen captures illustrates the feature and its benefits.

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

Steps to Enable

No steps are required to enable this feature.

Quality Management

Use Application Composer Extensibility Framework for Quality Issues and Actions

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

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

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

The following screen captures illustrate the feature and its benefits.

Configure Field Groups

Display of Field Groups in the UI

Configure User-Defined Child Objects

Display of User-Defined Objects in the UI

Configure Top Level Objects

Display of Top Level Objects in a Separate Work Area

Steps to Enable

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

Role Information

Requires Administrator role to open the Application Composer.

View Item Lot and Serial Number for Inspection Based Quality Issues

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

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

The following screen capture illustrates the feature and its benefits.

Steps to Enable

No steps are required to enable this feature.

Role Information

Included with the shipped Quality Analyst role.

Collect Ad Hoc Inspection Results Using REST Services

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

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

Steps to Enable

No steps are required to enable this feature.

Key Resources

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

Role Information

Product Hub

Automatically Synchronize Item Attributes with No Values During Import

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

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

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

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

The following screen capture illustrates this feature and its benefits.

Ignore Null Flag for Spoke Systems in Blending Rule

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

Use Advanced Import Maps to Streamline the Item Onboarding Process

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

The following screen captures illustrate this feature and its benefits.

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

New Expressions in Import Maps

Steps to Enable

No steps are required to enable this feature.

Role Information

Leverage Visual Error Indicators for Smart Spreadsheets

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

The following screen capture illustrates this feature and its benefits.

Smart Spreadsheet Data Validation Errors and Warnings

Steps to Enable

No steps are required to enable this feature.

Role Information

Use Blending Rules for Non-Supplier Spoke Systems

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

The following screen capture illustrates this feature and its benefits.

Blending Rules for Non-Supplier Spoke Systems

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

Reassign Items to a Catalog or Category Using Item Business Rules

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

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

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

The following screen capture illustrates the feature and its benefits.

Catalog Category Assignment Rule Setup

Steps to Enable

No steps are required to enable this feature.

Role Information

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

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

Steps to Enable

No steps are required to enable this feature.

Role Information

Track and Audit Changes to an Item Catalog

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

The following screen capture illustrates the feature and its benefits.

Enable Audit Trail for Catalog

BUSINESS BENEFITS

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

Steps to Enable

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

Key Resources

Role Information

Complete New Item Request Tasks with Simplified Navigation

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

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

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

The following screen captures illustrate the feature and its benefits.

Progress through Definition Tasks

Direct Navigation to Details Tab

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Update 18A

Revision History

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

Date Feature Notes
06 JUN 2018 Complete New Item Request Tasks with Simplified Navigation Removed feature from update 18A.
19 JAN 2018   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

Customers Upgrading from Release 12

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

Give Us Feedback

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

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

  1. Click the Navigator, and then click New Features (under the My Enterprise heading).
  2. On the New Features page, select the offering that includes new features you’d like to review.
  3. Click Opt In for any feature that you want to opt in to.
  4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt In.
  3. On the Opt In page, click the Edit Features icon.
  4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close
  5. Click Done.

Feature Summary

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Leverage the Application Extensibility Framework (Applications Composer)

Product Development

Import Item Structures for Efficient Structure Building

Create a Change Order Directly from a Change Request

Manage Affected Items More Efficiently

View Item and Item Structure Details in a New Table Format

Segregate Users for Commercialization Activities on Items

Improve Resource Utilization with New Search and Navigation Options

Create a Change Request Directly from an Item

Use Web Services for Data Validations and Integrations

Quality Management

Analyze Quality Issues and Actions Using OTBI Reports

Configure Workflows for Quality Issues and Actions

Integrate REST Services with Quality Issues and Actions

Use Application Composer Extensibility Framework to Configure Quality Issues and Actions

Enter Inspection Results as Free-Form Text

Enter Inspection Results for an Inventory or Work in Process Lot

Innovation Management

Use Application Composer Extensibility Framework for Innovation Management

Increase Productivity When Working with Proposals

Product Hub

Onboard New Style Items from an External Source Using Import Maps

Secure Digital Assets and Files Associated to Products and Related Objects

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

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

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

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

Leverage the Application Extensibility Framework (Applications Composer)

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

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

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

EXISTING STANDARD OBJECTS

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

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

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

CONFIGURING USER-DEFINED OBJECTS

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

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

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

APPLICATION COMPOSER EXAMPLE

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

Product Development

Import Item Structures for Efficient Structure Building

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

The following screen captures illustrate the feature and its benefits.

AML for Engineering Items in Import File

Imported AML in Product Development Item

Steps to Enable

No steps are required to enable this feature.

Create a Change Order Directly from a Change Request

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

The following screen illustrates the feature and its benefits.

Create Change Order from Change Request Actions

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

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

 

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

Steps to Enable

No steps are required to enable this feature.

Manage Affected Items More Efficiently

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

Furthermore the following are the improvements to change orders:

The following screen captures illustrate the feature and its benefits.

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

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

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

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

The Affected Objects table now displays the item class.

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

Steps to Enable

No steps are required to enable this feature.

View Item and Item Structure Details in a New Table Format

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

The following screen captures illustrate the feature and its benefits.

Add AML and Attachments from Structure

Search Results with of the Created and Updated Data

Steps to Enable

No steps are required to enable this feature.

Segregate Users for Commercialization Activities on Items

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

The following screen captures illustrate the feature and its benefits.

CCO is Read-Only in Product Development

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

Steps to Enable

No steps are required to enable this feature.

Improve Resource Utilization with New Search and Navigation Options

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

LEVERAGE THE ITEM AND CHANGE ORDER IMPROVEMENTS:

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

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

ITEM IMPROVEMENTS:

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

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

Advanced Search in Items includes Extended Flex Fields (EFF)

CHANGE ORDER AND CHANGE REQUEST IMPROVEMENTS:

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

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

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

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

New Landing Page

Steps to Enable

No steps are required to enable this feature.

Create a Change Request Directly from an Item

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

The following screen captures illustrate the feature and its benefits.

Assign Item to Change Request from the Header Actions Menu

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

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

Steps to Enable

No steps are required to enable this feature.

Use Web Services for Data Validations and Integrations

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

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

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

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

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

Steps to Enable

No steps are required to enable this feature.

Quality Management

Analyze Quality Issues and Actions Using OTBI Reports

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

Analytical tools help answer questions such as:

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

Quality professionals can now:

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

The following screen captures illustrate the feature and its benefits.

Screenshot of Quality Actions Subject Area:

Screenshot of Quality Actions Subject Area:

Steps to Enable

No steps are required to enable this feature.

Configure Workflows for Quality Issues and Actions

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

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

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

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

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

The following screen captures illustrate the feature and its benefits.

Workflow Status Definition

Workflow Template Details

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

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

Role Information

Integrate REST Services with Quality Issues and Actions

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

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

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

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

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

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

Role Information

Use Application Composer Extensibility Framework to Configure Quality Issues and Actions

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

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

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

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

Steps to Enable

No steps are required to enable this feature.

Role Information

Enter Inspection Results as Free-Form Text

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

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

Steps to Enable

No steps are required to enable this feature.

Role Information

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

To enter inspection results as Free-Form Text:

Enter Inspection Results for an Inventory or Work in Process Lot

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

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

The following screen captures illustrate the feature and its benefits.

Ability to Specify Lot in Inspection Details for an Inventory Inspection

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

Steps to Enable

No steps are required to enable this feature.

Role Information

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

Innovation Management

Use Application Composer Extensibility Framework for Innovation Management

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

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

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

The following screen captures illustrate the feature and its benefits.

Application Composer with Innovation and Quality Objects

Ability to Create User-defined Attributes Based on Various Types

Ability to Configure Page Layouts in Each Object

Add User-defined Attribute to a Layout

Ability to Configure Tabs

Register Web Services

Access Web Services From Groovy Functions

Create Action

Add a User-defined Button to a Layout

UI Display Along with Configurations

Steps to Enable

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

Increase Productivity When Working with Proposals

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

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

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

The following screen captures illustrate the feature and its benefits.

Screenshot 1: Create Proposal from an Idea

Screenshot 2: Template and additional format options in Proposal Export

Steps to Enable

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

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

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

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

Tips And Considerations

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

Key Resources

Product Hub

Onboard New Style Items from an External Source Using Import Maps

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

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

The following screen capture illustrates this feature and its benefits.

Style Item attributes in Import Map

Steps to Enable

No steps are required to enable this feature.

Role Information

Secure Digital Assets and Files Associated to Products and Related Objects

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

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

The following screen capture illustrates the feature and its benefits.

Define Attachments Security Policy

Steps to Enable

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

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

Tips And Considerations

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

Key Resources

Role Information

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

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

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

The following screen capture illustrates the feature and its benefits.

OTBI Analysis Showing Links on Items

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

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

Role Information

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

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

Steps to Enable

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

Role Information

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

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

The following screen capture illustrates the feature and its benefits.

Standard Coverage

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

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

Role Information

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

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

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

Published Item Category Assignment Content

Steps to Enable

No steps are necessary to enable these features.

Tips And Considerations

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

Role Information