TABLE OF CONTENTS DOCUMENT HISTORY 5 UPDATE 17D 5 Revision History 5 Overview 5 Product Hub 6 Dynamically Add Items to Rule Impact Analysis Based on a Criterion 6 Schedule Rule Impact Analysis 6 Increase Productivity with Optimized User Interface for Rule Impact Analysis 6 Ensure Data Quality With Native Matching, Standardization, and Categorization Capabilities 6 Use Expanded Options for Importing Item, Item Revision, and Trading Partner Item Attachments 6 Product Development 6 Generate OTBI Reports for Product Development 6 Change Order Improvements 7 Use Improved Search and Navigation 7 Allow Controlled Access to Suppliers 7 Reuse Information to Build Item Structure 7 Change Order Security 7 Restrictions to Lifecycle Changes When Updating Change Order Scheduled Effective Dates 7 Create Integrations with Your Computer-Aided Design Systems 7 Quality Management 8 Enterprise Integration for Quality Issues 8 Enterprise Quality Visibility: Product Management to Quality Management 8 Enable Inline Electronic Records and Electronic Signatures for Quality Inspection Disposition 8 Innovation Management 8 Bulk Data Load of Proposals 8 Simplified, Standardized Page Layout for Innovation Management 8 Invoke OTBI Folders Directly From a Panel Drawer From All Innovation Management Objects 8 UPDATE 17C 8 Revision History 9 Overview 9 Innovation Management 9 Compare Versions of Proposals and Concepts for Key Metrics 9 Addition of Portfolio Dimension in Proposal Subject Area 10 Measure User Contributions to the Innovation Funnel 10 Navigate from Projects to the Latest Version of Proposal 10 Modify Data in Proposals and Concepts Leveraging Excel Tables 10 Product Development 11 Optimized User Interface for Product Lifecycle Management 11 Enable Development Isolation and Streamlined Transfer to Production 11 Manage Security Through Item People (Secure Item Cost, Approved Manufacturer List and Attachments) 12 Item Structure Export 12 Download of Item Attachments Across an Item Structure 13 Item Structure Building 13 Manage Document Objects 13 Manage Attachments for Items and Documents 14 Configurable Change Types 14 Change Management Security Through Change People 15 Change Order Navigation and Efficiency Improvements 15 2
Download of Attachments Associated with a Change Order 16 Change Order Migration 16 Product Hub 16 Streamlined Transfer to Production From Product Development 16 Increase Productivity with a New Page for Managing Trading Partner Items 17 Configurable Change Types 17 Update Change Order Effectivity Dates 18 Secure Trading Partner Items 18 Analyze Supplier Products Uploaded Using Product Hub Portal 19 Include Images and Additional Attributes for Real-Time Analysis and Reports 19 UPDATE 17B 20 Revision History 20 Overview 20 Product Lifecycle Management Cloud 21 User Interface Enhancements 21 Analytic-Driven Infolets on the Home Page and Work Area Landing Pages 21 Innovation Management 23 Visualize, Analyze, and Access Innovation Data 24 Increase Productivity with Visual Concept Work Area Landing Page 24 Analyze Time-Phases Resource Constraints 24 Use Innovation-Related Links in Notifications 25 Leverage Custom Attributes in Transactional Analysis and Reporting 25 Drill Down From Dashboard and Real-Time Reporting 25 Select and Access Favorites in Innovation Management 25 Increase Traceability and Control Over Requirements 26 Convert Requirements or Requirement Nodes into Requirement Specifications 26 View Requirement Fulfillment Status While Defining the Concept 26 Carry Component Requirement Associations to New Requirement Specification Revision 26 Manage Attachments and Relationships within the Requirements Table View 27 Define Requirement Relationship Types 27 Search Across Relationships 27 Extend Relationships Framework to Support Change, Quality Issues, and Actions 27 Upload Legacy Data to Innovation Management 27 Bulk Data Load 28 Oracle Social Network 28 Link Web Clients to Product Lifecycle Management Objects 28 Product Development 28 Item Management 28 Roll Up Item Costs 29 Improve Discovery of Items for Structures and Change Orders Definition 29 Speed Up Change Definition Through a Clipboard 29 Change Management 30 Audit Change Orders 30 Relate Change Orders to Other Change Orders or Items 30 Publish Change Orders 30 Product Hub 31 Maintain Your Data 31 Increase Productivity with a Visual and Informative Work Area Landing Page 31 Find Products More Quickly with Improved Search Capabilities 32 Quality Management 33 Increase Productivity with the Visual Quality Management Work Area Landing Page 33 Define Quality Inspection Requirements 34 3
Collect Inspection Results 35 Analyze Inspection Results 35 Manage Quality Issues 35 Implement Quality Actions 35 Collaborate with Stakeholders on Quality Issues Using Oracle Social Network 36 4
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 OCT 2017 Update 17D Delivered new features in update 17D. 11 AUG 2017 Update 17C Delivered new features in update 17C. 07 APR 2017 Update 17B Delivered new features in update 17B. UPDATE 17D 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 OCT 2017 Created initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update. DISCLAIMER The information contained in this document may include statements about Oracle s product development plans. Many factors can materially affect Oracle s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle. This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information. 5
PRODUCT HUB DYNAMICALLY ADD ITEMS TO RULE IMPACT ANALYSIS BASED ON A CRITERION You can now run rule impact analysis on items that have been dynamically added based on a criterion. You can define a search parameter and add the saved search into the scope of the impact analysis. This allows items that meet the search criterion to be dynamically added to the scope and included the next time the rule impact analysis runs. SCHEDULE RULE IMPACT ANALYSIS You can now schedule a rule impact analysis to run automatically based on a schedule that you specify. Items that are added to the scope either manually or dynamically through a criterion are included for evaluation when the rule impact analysis runs automatically. INCREASE PRODUCTIVITY WITH OPTIMIZED USER INTERFACE FOR RULE IMPACT ANALYSIS The Impact Analysis list page now gives you the visual summary of the last submission date, status, and the number of impacted and non-impacted items across all analysis. When drilling down to a specific analysis, you now have the information tiles that summarize the impact analysis results. You also have the ability to filter the results using different criteria like the number of impacted items, rule types, rule names, and severity. ENSURE DATA QUALITY WITH NATIVE MATCHING, STANDARDIZATION, AND CATEGORIZATION CAPABILITIES You now have the ability to specify item matching criteria natively in the Oracle Product Hub Cloud itself without the use of the Enterprise Data Quality Product. When creating items in the UI or importing them from an external system, any matches found based on your criteria, a Global Trade Item Number (GTIN) or Trading Partner Item Number (e.g. Manufacturer Part Number) are presented to the user. The data quality UI now also includes the standardization and categorization results to give you a holistic view of the data quality in a single interface. USE EXPANDED OPTIONS FOR IMPORTING ITEM, ITEM REVISION, AND TRADING PARTNER ITEM ATTACHMENTS Load item attachments in Oracle Product Hub Cloud using a web service. You can also import item revision and trading partner item attachments through import maps,file-based data import, and web services. Now attachments of type Repository File Folder and Descriptive Flex Fields can also be imported. PRODUCT DEVELOPMENT GENERATE OTBI REPORTS FOR PRODUCT DEVELOPMENT Users are able to invoke Oracle's Transactional Business Intelligence folders within Oracle Product Development Cloud. They can analyze affected Items and structures, retrieve where-used data and sort the returned tables of information as required to complete their analyses. 6
CHANGE ORDER IMPROVEMENTS Users will experience an improvement in the creation process for change orders that include the use of the clipboard to copy multiple items, add an affected item from the type-ahead search pop-up and remove items directly in the redline structure. Users will also be able to assign a User Group (role) as adhoc approvers and observers. As changes are routed for approval, notifications will have visible comments from change order participants. USE IMPROVED SEARCH AND NAVIGATION Oracle Product Development Cloud now supports quick search on objects using a new Search panel drawer with a selection drop-down for Product Development objects: items, documents, change orders, manufacturer parts, and manufacturers. This filtering, available in the search criteria, streamlines search performance and returns only those results that are relevant to the filter selection. ALLOW CONTROLLED ACCESS TO SUPPLIERS Supplier users are now able to view and download items, structures, AML, change orders and attachments to which they have been given access. Access is made available through Oracle's Supplier Portal by opening the 'Products' selection from the suppliers' main panel drawer. REUSE INFORMATION TO BUILD ITEM STRUCTURE Build an item structure and add attachments, AML, and MPNs in less time. The use of item structure export and import is also available to capture a structure in a spreadsheet format, manipulate the data, and then import that same spreadsheet back into Product Development or Product Hub to build a new item structure. CHANGE ORDER SECURITY Change coordinators can now secure change orders for both internal and external users. You can set security by view and manage privileges established through properties for each of the change types. RESTRICTIONS TO LIFECYCLE CHANGES WHEN UPDATING CHANGE ORDER SCHEDULED EFFECTIVE DATES Within Product Hub, authorized users can move effective dates of change orders if the scheduled effective date has not passed. There are additional restrictions and criteria in place to eliminate any negative downstream effects of changes to implementation dates and any corresponding lifecycle phase changes. CREATE INTEGRATIONS WITH YOUR COMPUTER-AIDED DESIGN SYSTEMS Oracle Product Development Cloud customers can create integrations with their computer-aided design (CAD) systems. This integration would allow Items, Bill Of Materials and Change Orders to be managed in the Product Development Cloud Application while the CAD Designs & data could continue to be managed in their on-premise CAD PDM systems. To support this integration, new Change web-services are now available. Web services for Items and Structures have already been available in prior releases. With these services, customers would now be able to develop integrations between Product Development and Agile Engineering Collaboration, other on-premise CAD PDM systems or cloud based CAD systems. 7
QUALITY MANAGEMENT ENTERPRISE INTEGRATION FOR QUALITY ISSUES Create, search, and retrieve quality issue information using REST services. This feature provides REST services focused on creating quality issues, populating standard fields, identifying affected objects, and adding attachments. ENTERPRISE QUALITY VISIBILITY: PRODUCT MANAGEMENT TO QUALITY MANAGEMENT Quality issues and corrective actions are now visible from Product Management Cloud's Item. From the item screen a person can identify issues and corrective actions affecting a given item and navigate directly into Quality Management Cloud to gather more information about quality incidents. ENABLE INLINE ELECTRONIC RECORDS AND ELECTRONIC SIGNATURES FOR QUALITY INSPECTION DISPOSITION Enforce the capture of an inline electronic signature immediately upon saving a quality inspection with its final inspection disposition. You can sign off on the disposition of a quality inspection after all the results have been entered and maintain its electronic record for compliance with regulatory requirements. INNOVATION MANAGEMENT BULK DATA LOAD OF PROPOSALS Innovation Management Cloud's data loader capabilities have been extended to include the import of proposal data into Innovation Management leveraging out of the box templates easily initiated from the Navigator "File Import and Export". SIMPLIFIED, STANDARDIZED PAGE LAYOUT FOR INNOVATION MANAGEMENT Innovation Management page layout is standardized and simplified through the use of side tabs, with each object enabling data to be organized as General Information, Relationships, Attachments, Relationships Summary, and Analysis. INVOKE OTBI FOLDERS DIRECTLY FROM A PANEL DRAWER FROM ALL INNOVATION MANAGEMENT OBJECTS View both predefined reporting for any or all related Innovation to Commercialization and Projects processes, or other preferred custom analytics, without leaving the current object. Access to reporting is available from a new fly-out panel and when selected, reports will open in dynamic tabs. The fly-out panel is available from the ideas, concepts/proposals, and portfolio objects in Innovation Management. 8
UPDATE 17C 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 11 AUG 2017 Create initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update. DISCLAIMER The information contained in this document may include statements about Oracle s product development plans. Many factors can materially affect Oracle s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle. This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information. INNOVATION MANAGEMENT COMPARE VERSIONS OF PROPOSALS AND CONCEPTS FOR KEY METRICS Once an idea progresses beyond the initial selection phase, it transitions into the discovery process of developing the business case and creation and analysis of preliminary concepts. Through the progression, when new details are uncovered, keeping track of revisions against original expected cost, schedule, benefits, and plan of record expectations becomes cumbersome and quite challenging. The struggle to compare different sets of data sometimes results in incomplete or partial review of information. This increases the risk of incomplete comprehension and likelihood of failure to make all the right corrections. To address these challenges, Version is a new dimension in the transactional business reporting subject areas of Proposals and Concepts. Central to Innovation strategic planning is the evaluation and containment of risk and your ability to deliver against stated business objectives such as cost, margin, and schedules. Having the ability to measure delta changes across new revisions of financial and non-financial metrics provides tighter control for both business and process owners to ask and answer questions in real-time converting, insight into a proactive response. 9
ADDITION OF PORTFOLIO DIMENSION IN PROPOSAL SUBJECT AREA Leveraged optimally, innovation becomes a shared value across the enterprise and utilized across multiple scenarios of new products. As knowledge splinters across different scenarios and portfolios, it is difficult to maintain consolidated, enterprise level visibility of all expectations and measure change impact. This release exposes the Portfolio Dimension within the Proposal Subject Area providing greater visibility to all Portfolio scenarios where a specific proposal is included. Greater insight into the where used of a proposal across all portfolio scenarios provides bigger picture visibility and an ability to identify duplication and measure impact of change. MEASURE USER CONTRIBUTIONS TO THE INNOVATION FUNNEL Increasing user adoption to participate in the generation and collaboration of new ideas and innovations may seem easy, but it is not. Without the ability to identify and recognize top innovative employees you may run the risk of complacency across the various organizations. This release conforms to the dimension of Innovation Posted by users with users in HCM Cloud subject area providing you the ability to identify top innovation ideation contributors. These new insights analyze contributions by employee, the organization that they belong to and their corresponding Business Units with metrics that can be included in each employee s record and their manager s dashboard. These metrics provide opportunities for managers to better understand and recognize employees or organizations providing the most value to the innovation funnel, for employees to track their contributions and the business to proliferate adoption by the top performing teams to the rest of the organization. NAVIGATE FROM PROJECTS TO THE LATEST VERSION OF PROPOSAL The Innovation Management Proposal captures the objectives, schedules, financial justification, expected costs and resources. A Project is the delivery vehicle for managing and delivering ideas through a phase gate process and is the system of record for the actual schedule, resources and costs. Maintaining visibility across both processes to proactively identify and respond to project cost or resource overruns jeopardizing the business case value reduces the risk of missed time to market, lower margin or return on investment. With this release, Project Owners can quickly navigate from a Project to the latest version of a Proposal when added as a Work Item ensuring synchronization across objectives, targets and delivery schedules. As a Project owner, having quick access to the latest revision of the business case, schedules, assumptions and expected cost and resources, ensures the best utilization of constrained resources to focus on the greatest growth opportunities. Access to both Project and Proposal data in real-time enables a mutual understanding across product and project owners of key business metrics, to watch for unexpected circumstances and prompts better execution of decisions based on that information. MODIFY DATA IN PROPOSALS AND CONCEPTS LEVERAGING EXCEL TABLES The Innovation conceptual phase is an on-going, active process of discovery and reaction as innovations take on the definition that will deliver the expected value of targeted consumers. Discussions and work often occur offline, leading to data synchronization and lost data challenges. This release enables desktop integration with Excel spreadsheets to work offline, manage large volumes of updates or access data from other web applications for concepts, proposals and the ideas customer list. With key resources often dispersed, the continuous nature of innovating in the modern enterprise drives new pressures to capture user updates at any time, from any location. 10
In this update: Concepts: During design definition and review sessions, new product teams can export components. Proposals: Business owners can export the cost, revenue and resource tabbed data, modify and then reimport edits. Integrated spreadsheets allow users to access and edit critical business data offline -- Engineers meeting with a supplier capture insights into component specifications attribution or a Product Manager in discussions with the Sales Manager captures the number of forecasted unit sales. Through a seamless integration with Innovation Management s security and business logic infrastructure, users are able to edit their data without a live connection to the network. Once reconnected, data can be imported and becomes visible to all stakeholders for analysis. PRODUCT DEVELOPMENT OPTIMIZED USER INTERFACE FOR PRODUCT LIFECYCLE MANAGEMENT A consistent user experience is a critical function of any product lifecycle management solution. Furthermore, extending that consistency throughout the new product introduction process and supply chain management processes delivers an experience resulting in large productivity gains and adoptability. With this release, you will be able to access all tasks related to creating Items, Change Orders, Change Requests, Manufacturers and Manufacturer Part Numbers from the Tasks panel itself. The Tasks panel will also provide you with additional tasks to navigate to advanced search functions for Items, Change Orders, Manufacturers, and Manufacturer Part Numbers. These tasks include Manage Items, Manage Change Orders, Manage Change Requests, Manage Manufacturers, and Manage Manufacturer Part Numbers where you will be able to perform a search and view the search results. The Tasks panel is compressed from your view by default and can be invoked by clicking on the Tasks icon in the side panel. Additionally, a Reports and Analytics tab has been added to access Business Intelligence reports directly from the work area. The keyword search is also now accessible through its own side tab and can be invoked by clicking on the Search side panel icon. Additionally, the Item Details page has been further optimized to access more real estate by removing the information tiles. You will now access all details pertaining to an item through the side tabs providing a bigger vertical real estate to review the relevant details for a given side tab, for example, attributes or attachments. This improved user interface brings consistency, saves valuable user interface real estate as well as improves the general productivity for the user. This will speed up search, creation and maintenance of your items, documents, BOMs and Engineering Change Orders. ENABLE DEVELOPMENT ISOLATION AND STREAMLINED TRANSFER TO PRODUCTION As part of the New Product Development process, items may be in a preliminary state where engineers are working with various early iterations. For these items starting downstream commercialization and supply chain operational processes may be pre-mature and may cause wastage of critical resources and non-value added work. Specifically since some of these preliminary items may never be released beyond the engineering phase. For these items, starting downstream commercialization and supply chain operational processes may be pre-mature and may result in inefficient resource utilization and non-value added work. In addition, some of these preliminary items may never be released beyond the engineering phase. Today, all development items and versions (including preliminary ones) in the approved status are visible to all downstream operational users, irrespective of the lifecycle phase they are in. They are also available to the SCM tools (like planning, order management, and manufacturing), even if they are not ready to be shared, commercialized, or acted on.. In this release, for items that require the New Item Request (NIR) workflow, the workflow triggers only when the item moves to the pre-production lifecycle phase through a change order. Additionally, items created in the Product Development Cloud are visible in the Product Hub work area. However, the key data elements for Bills of Material, Approved Manufacturer List and Revision Attachments will not be visible in Product Hub Cloud 11
unless the item s lifecycle phase is pre-production or production. This ensures that the operational aspects of the item such as component operational attributes will only be editable when the item reaches the preproduction lifecycle phase. This provides the necessary isolation that the development team needs to freely experiment with multiple design options/revisions. Once the designs are final, they can expose or promote the best options/revisions to the Operations team. This ensures a controlled handoff between development and operations. Also, supply chain operations can be notified that a development item is ready for commercialization. NOTE: This feature was also made available in a quarterly update of Release 12. MANAGE SECURITY THROUGH ITEM PEOPLE (SECURE ITEM COST, APPROVED MANUFACTURER LIST AND ATTACHMENTS) An item may have data and informational elements that must be secured to prevent unauthorized access. This ensures protection of the intellectual property associated with the product design and confidential documents. High security is critical in scenarios where a product is outsourced for design and/or manufacturing with information such as bills of material, documents, manufacturer part numbers and attachments that are shared with external team members. The current security model only secures access to items, item attributes, and item structures. This level of security is not enough for internal and external collaboration of manufacturer part number (MPN) data that may contain a product s intellectual property. With this release, you can set security and access permissions at all levels of the product definition, including the item, item attributes, item attachments, MPN, and MPN attachments. You can provide data level security for each MPN by assigning access by role privilege. For example, if you access an item s approved manufacturer list (AML), but do not have access permissions for a manufacturer part number in the AML, you will not see that MPN. This improved security enables full protection of a product s intellectual property. It ensures internal and external security levels required for designing and manufacturing and sourcing collaboration. ITEM STRUCTURE EXPORT It is important for users of a product record to be able to export item structures in a format conducive to sorting and manipulating to share the appropriate story or set of data for a vast set of stakeholders. With this export capability, you would also expect to dial-in the level and types of information to include in the item structure export. In this release you are able to export item structures into an excel file for spreadsheet manipulation of the data set. The content you wish to export includes the descriptive flex fields as well as extensible flex fields and AML as selectable options. Also in this release, you may create templates for the information you wish to include in your item structure export. This is a one-time template creation that may be utilized every time you export an item structure or only for specific export activities. Multiple templates may be created and a user specified default may be identified. The item structure export capability is also available from the Product Hub UI so you can export details of the primary structure in the master organization as well as child organizations. Customizing your item structure exports enables your organization to effectively capture relevant information for all stakeholders. Being able to easily manipulate the item structure data provides a user with the means to turn requests from stakeholders into quick results with very few clicks and minimal time. This enables faster analysis and decision making as required. 12
DOWNLOAD OF ITEM ATTACHMENTS ACROSS AN ITEM STRUCTURE In addition to exporting an item structure with all of the structure and item information, it can be just as important for users to retrieve and download the attachments that are associated with the items and documents within that item structure. These attachments in addition to the items and their attributes must be available to users for download. With this release, all attachments in the item structure can be downloaded to a zip file for review and sharing. Attachments will be easy to view from the zip file and will not require your users to go into the item structure and grab each file individually. Of course, if only one or a few attachments are required, users may go into the item and download the attachments individually but when an all inclusive need or large number of attachments is needed, downloading all attachments via a zip file is simple. Easy access to the content of attachments and source files is required for users to have a complete picture of the item structures in your system. This will provide the assurance needed to share information or make decisions based upon a complete set of data. ITEM STRUCTURE BUILDING When creating item structures, users will want the most efficient way possible to find or create items and add them to the structure. Complex item structures may contain thousands of parts and more simple item structures may contain just a few items. Either way, time to create that structure is a measurement of the efficiency of users and their applications. With this release, there are efficiency improvements for creating item structures. Searching for items with a basic search or an advanced search ensures that your organization will reuse parts rather than proliferate part numbers in your organization. Being able to add those parts directly to the structure with a single click from a search result enables users to build those structures more quickly than before. In addition to search and add, users may also create child items right within the structure tab of an item. A child item can be created and added to an item structure simultaneously. Opposed to create, save and add, users are able to create, save, add and be given the option to create another, all from a single pop-up window. Items can be created at level one of a structure or anywhere down the structure hierarchy as long as it is created below its parent. Your organization deserves features to enhance and streamline the item structure building tasks. Your already constrained resources will be able to improve the speed at which item structures are created and thwart the proliferation of parts that can burden any business. MANAGE DOCUMENT OBJECTS Documents are critical pieces of information required to augment product design as you progress through the development process. These documents play a major role in the definition of a product. The PLM system provides a focused and simple way to classify, create, and manage documents throughout the product lifecycle. Some examples of document items include placement drawings, assembly drawings, schematics, rework instructions, specifications, and other reference material. Previously, document support was limited to attachments to an item. Documents could not be associated with other elements nor could they be independently managed and aligned with lifecycle, change management, metadata, document hierarchies, or assigned to several items. In this release, a simplified user experience is now available for document control that allows you to model a document as its own document object independent of an item. This document object can be used to classify, create, view, markup, checkout and check in documents. Additionally, you will be able to search and discover documents based upon keywords or other parameters to quickly and easily share or recall information. 13
These document objects are in fact modeled internally as a specific item type and so may participate in similar ways as regular items. For example, they may be included in an item structure. The decision as to whether to store a given document as an attachment to an item (e.g. additional item specifications), as a document object (e.g. assembly or test requirements), or as an item which is in fact a document (e.g. a publishable manual) will be driven by the particular needs of the business process. The efficient and effective management of documents provides a company with the ability to optimize product development cycles and minimize risk of mismatches between critical documents and an evolving design. Maintaining a design engineer s focus on design activities rather than document management is the best use of critical resources. NOTE: This feature was also made available in a quarterly update of Release 12. MANAGE ATTACHMENTS FOR ITEMS AND DOCUMENTS Item and document attachments such as spreadsheets, drawings or design specification documents can change versions several times in the lifecycle of a product or with other changes in the engineering or supply chain eco system. The inability of users to associate a specific version or use a version attachment policy makes it difficult to track the file version levels that are applicable to a product. In addition to the creation of the document object, you will be able to associate a specific version of an attachment (on the document object or on the item) or automatically pick up the most current version of an attachment. Streamlined file attachment steps are also made available to minimize user clicks and minimize the navigation steps of moving back and forth from attachment and item structure screens. Attachments can be retrieved from your desktop or shared folders, and can be checked-in (or checked-out) with visibility and traceability. NOTE: This feature was also made available in a quarterly update of Release 12. CONFIGURABLE CHANGE TYPES Today, form, fit, function changes and non-form, fit, function changes require issuing of a new revision as part of the change order implementation. This limitation forces creation of new revisions even when certain changes do not require any. With the current change types, users do not have the flexibility to control revision policies or data elements that are specific for a given change type. This leads to a rigid change implementation process and non-value added data proliferation that is difficult to administer. In this release, new configurable change types allow users to determine the correct behavior dependent on the type of change and its position in the lifecycle. Users may choose to enable one or more of the following predefined, internal change types and create their own custom change types based on these internal change types: Engineering Change Order (ECO): Allows implementing changes to item attributes, bills of material, approved manufacturer list (AML) and attachments. The use of this change type mandates an increment to the item revision. This change type will be initiated in the Product Development Cloud application. Non-Revision Change Order (NRCO): Allows implementing changes to item attributes, bills of material, approved manufacturer list (AML) and attachments where change policies do not require a new item revision. Therefore, the use of this change type will not increment the item revision. This change type will be initiated in the Product Development Cloud application. Engineering Change Request (ECR): Allows the capture of a change request from internal team members to request or gain consensus on a change prior to proceeding to the creation of an engineering change order. Commercialization Change Order (CCO): Allows changes to item attributes (extended and operational attributes), bills of material including multi-organization specific attribute and item structure changes, 14
packaging hierarchies, and item-supplier associations. This change type will allow item revision or nonitem revision changes. This change type will be initiated in the Product Hub Cloud application. The change type framework now provides the flexibility for users to model changes through all phases of the lifecycle. It also allows enforcement of change control and revision policies that are required for compliance to configuration management standards and best practices throughout the Innovation to Commercialization process. NOTE: This feature, with the exception of Engineering Change Request (ECR), was also made available in a quarterly update of Release 12. CHANGE MANAGEMENT SECURITY THROUGH CHANGE PEOPLE OEMs need to collaborate with their external manufacturing partners (contract manufacturers) for item or document changes. Today, it is common for items and products to be designed and/or manufactured by multiple external suppliers. These suppliers often compete for the same business and visibility to certain engineering change content must be kept secure. This change security must be easy to administer to allow a change analyst to configure and manage security on a given change order and change request. With this release, the change analyst/assignee upon creation of a change order will be able to add internal and external users as Change People that will have access to the change order. Internal users should also be able to see which internal or external users have been given this access. If an internal user or external user has not been explicitly added to a change, that user will not have access or visibility to the change. Fundamentally, the concept of change security is that; if no user or role/group is added to secure the change order or change request, all internal users are able to view and manage the change from within the application. In order to control change security, changes must have users or user groups added to the Change People section of the change order, along with applying item data security as required. NOTE: Item People will continue to govern Item Security. Hence, the visibility of affected objects and their redlines will depend on the access provided on them. CHANGE ORDER NAVIGATION AND EFFICIENCY IMPROVEMENTS Change orders and change management are core to Product Lifecycle Management (PLM). The ability to assess where a change is in its workflow, understand the items affected and the impact of a change, and see what changes are in process for a given item are core requirements to the management of items through their lifecycle. With this release, users will experience improvements to the navigation of change orders and the items affected by those change orders. With the additions to the side tab of a change order view, users will have single click access to the impact analysis, the affected items and the position of the change within its workflow. In the same manner, when looking at an item, users will have single click access to see what changes may be in process for that item or where that item may be affected by another change. In addition to navigation and information access improvements, the overall efficiency of creating and routing change orders has also improved with this release. Key areas for change management are the approval and observation processes and the routing of the change to the proper stakeholders. In this release, users are able to add ad-hoc approvers and observers for a change including the autosuggest capability when adding those adhoc stakeholders. Also, when stakeholders are notified of a change, they will be able to see any of the comments made by the user as he or she routes the change. 15
Other change management efficiency improvements in this release include enhancements to redlining features and the user-interface by adding the capability to redline reference designators in the change table itself and to display those redlines. Also, the bulk edit feature is now in the table view versus the more cumbersome list view for the change. These improvements to change order navigation and efficiency provide users with a better change management tool to meet the demands of fast-paced lifecycle management. Your organization will benefit from all enhancements to change management navigation, routing and efficiency. DOWNLOAD OF ATTACHMENTS ASSOCIATED WITH A CHANGE ORDER In addition to reviewing the impact to items and item structures through a change order, it is essential for users to review and download the attachments that are associated with the change. More than likely, the change is reflected within the attachments, either updates to specifications, changes to materials, or updates to assembly instructions. With this release, all attachments that have been updated via a change order can be downloaded to a zip file for review. Attachments will be easy to view from the zip file and will not require your users to go into the change and grab each file individually. Of course, if only one or a few attachments are required for review users may go into the change order and download the changed attachment. Easy access to the content of attachments and source files is required for users to have a complete picture of the change order and its impact to items in your system. This will provide the assurance needed to share information or make approval decisions based upon a complete set of data. CHANGE ORDER MIGRATION As companies transition to Oracle PLM Cloud or PLM Cloud customers acquire new companies, it is important to provide an inclusive methodology for importing data for their new Enterprise Product Record. Critical to lifecycle management are the change orders that have governed the progression of items and BOMs though their lifecycle. In this release, PLM administrators will be able to migrate change order headers and change lines to Cloud. Thus, migration includes both standard and descriptive flex-field attributes. Additionally, all attachments of a change order can now be migrated to Cloud. This migration capability will ensure the quality of the Product Record and its change management data for new adopters of PLM Cloud but just as important is the ability to migrate this same data from any new sources of product information as a result of mergers and acquisitions or geographical rollouts of PLM Cloud. PRODUCT HUB STREAMLINED TRANSFER TO PRODUCTION FROM PRODUCT DEVELOPMENT As part of the new product development process in Oracle Product Development Cloud, items may be in a preliminary state where engineers are working with various early iterations. In previous releases, these development items and versions (including preliminary ones) were automatically visible in Oracle Product Hub Cloud and other supply chain applications irrespective of their lifecycle phase. This caused confusion in downstream systems and wasted critical resources on managing the commercialization of products that potentially may never be in production. 16
In this release, items created in Product Development and are still in the design lifecycle phase will not have their Bills of Material, Approved Manufacturer List and Revision Attachments visible in Product Hub unless the lifecycle phase progresses to pre-production or production. This ensures key data elements and intellectual property are protected during the product development process. Once the items move from design to pre-production or production, they can go through a guided commercialization process in Product Hub. For items that require the new item request workflow, the workflow triggers only when the item moves to the pre-production or production lifecycle phase through a change order. This provides the necessary isolation that the development team needs to freely experiment with multiple design options/revisions. After the designs are final, they can expose or promote the best options/revisions to other business divisions including manufacturing and supply chain. This ensures a streamlined handoff between development and operations for an efficient design to commercialization process. NOTE: This feature was also made available in a quarterly update of Release 12. INCREASE PRODUCTIVITY WITH A NEW PAGE FOR MANAGING TRADING PARTNER ITEMS Oracle Product Hub Cloud provides you with the ability to maintain formal relationship between your internal items and their corresponding trading partner item identifiers. Trading partner items include Supplier Items, Manufacturer Part Numbers, Competitor Items and Customer Items. Maintaining a formal trading partner item relationship is integral to discover and transact your items in the context of how your trading partners identify them, and is key to efficient trading partner collaboration. With this release, the manage trading partners and manage trading partner items tasks are combined into one. Furthermore, the following usability improvements have been made to improve trading partner item maintenance: List Search with Autosuggest: The Manage Trading Partner Items page is now replaced with a List Search page and is augmented with autosuggest search functionality. Trading partner items, trading partners, and related items can all be indexed for search. When typing in a string in the Search field, the autosuggest capability automatically suggests applicable results grouped by recent Search Terms, Saved Searches, Trading Partners, and Trading Partner Items. Table and Card View: This release introduces two views to look at results of your trading partner item search. You now have the ability to toggle between a list and card view and quickly identify the trading partner items you are looking for. Quick Access to Common Actions: Trading Partner Items now have icons for attachments, relationships and social collaboration directly in the Search Results page so you can quickly navigate to the relevant section of the trading partner item page to perform the required actions. If you do not select any of these icons and click on the row instead, a panel draws from the right where you can see the details of the selected trading partner item and perform edits without losing your context. With the usability improvements introduced in this release, you now have a modern user interface to enhance productivity while managing your trading partner items. CONFIGURABLE CHANGE TYPES When managing the end-to-end design to commercialization process, you need the ability to control how changes are managed based on the lifecycle of a product. For example, you may want all form, fit, function changes in the design phase to go through a Change Order that enforces a new revision. On the other hand, you may want changes to a marketing description to go through a Change Order that does not require incrementing the revision. Without the ability to systematically enforce these types of change and revision policies, this becomes a manual and error prone process that leads to costly breakdowns between engineering and operations divisions. 17
In this release, new configurable change types allow users to determine the correct behavior dependent on the type of change and its position in the lifecycle. Users may choose to enable one or more of the following predefined, internal change types and create their own custom change types based on these internal change types. For Product Hub Cloud users, change management via Change Orders is conducted via the Commercialization Change Order (CCO) type. Engineering Change Order (ECO): Allows implementing changes to item attributes, bills of material, approved manufacturer list (AML) and attachments. The use of this change type mandates an increment to the item revision. This change type will be initiated in the Product Development Cloud application. Non-Revision Change Order (NRCO): Allows implementing changes to item attributes, bills of material, approved manufacturer list (AML) and attachments where change policies do not require a new item revision. Therefore, the use of this change type will not increment the item revision. This change type will be initiated in the Product Development Cloud application. Engineering Change Request (ECR): Allows the capture of a change request from internal team members to request or gain consensus on a change prior to proceeding to the creation of an engineering change order. This change type will be initiated in the Product Development Cloud application. Commercialization Change Order (CCO): Allows changes to item attributes (extended and operational attributes), bills of material including multi-organization specific attribute and BOM changes, packaging hierarchies, and item-supplier associations. This change type will allow item revision or non-item revision changes. This change type will be initiated in the Product Hub Cloud application. The change type framework now provides the flexibility for users to model changes through all phases of the lifecycle. It also allows enforcement of change control and revision policies that are required for compliance to configuration management standards and best practices throughout the Innovation to Commercialization process. NOTE: This feature, with the exception of Engineering Change Request (ECR), was also made available in a quarterly update of Release 12. UPDATE CHANGE ORDER EFFECTIVITY DATES Change Orders can be scheduled for implementation on a future effective date or implement immediately upon approval of the change order. In a scenario where a future effectivity date is required, the change order is placed in a Scheduled state once approvals are completed and it remains in that state until the effectivity date is reached. Prior to this release, once in a scheduled state, edits to the change order were prohibited so that approved changes were honored, including the scheduled effectivity date. However, dynamic business conditions in the supply chain may dictate the need to update an effectivity date of a scheduled change to optimize the use-up of existing material or to accelerate a cut-in due to a quality issue. With this release, you are now able to modify the effectivity date of a change order that is in a Scheduled state. If needed, you are also able to cancel or demote a change. While this allows the effectivity to be updated, additional governance is required for securing who can perform these edits. With this release, a privilege has been added allowing specific roles such as change coordinators or the control board members to update the change order effectivity. This feature provides the flexibility to respond to dynamic conditions in your supply chain. As a result, you may realize an improvement to overall change cycle processing times and the minimization of rework. Visibility into the supply chain operational information allows you to make better decisions as you process changes and iterations to already-released items. SECURE TRADING PARTNER ITEMS Security must protect all components of a product s definition including trading partner items. Prior to this release, there was no data security on trading partner items which meant key information on Manufacturer Part 18