TABLE OF CONTENTS DOCUMENT HISTORY 3 UPDATE 18A 3 Revision History 3 Overview 3 Uptake of Application Extensibility Framework (Applications Composer) 4 Product Development 5 Import Item Structures for Efficient Structure Building 5 Create a Change Order Directly from a Change Request 5 Manage Affected Items More Efficiently 5 View Item and Item Structure Details in a New Table Format 5 Segregate Users for Commercialization Activities on Items 6 Improve Resource Utilization with New Search and Navigation Options 6 Create a Change Request Directly from an Item 6 Use Web Services for Data Validations and Integrations 6 Quality Management 6 Analyze Quality Issues and Actions Using OTBI Reports 6 Configure Workflows for Quality Issues and Actions 6 Integrate REST Services with Quality Issues and Actions 6 Use Application Composer Extensibility Framework to Configure Quality Issues and Actions 6 Enter Inspection Results as Free-Form Text 7 Enter Inspection Results for an Inventory or Work in Process Lot 7 Innovation Management 7 Use Application Composer Extensibility Framework for Innovation Management 7 Increase Productivity When Working with Proposals 7 Product Hub 7 Complete New Item Request Tasks with Simplified Navigation 7 Onboard New Style Items from an External Source Using Import Maps 7 Secure Digital Assets and Files Associated to Products and Related Objects 7 Generate OTBI Reports with Additional Criteria and Easily Drill Down to Items in a Report 8 Use the Item Catalog Web Service for Item Category Assignments and Attachments 8 Add Standard Coverage for an Item in Service Contracts Using the New Item Operational Attribute 8 Publish Trading Partner Items, Item Catalog Assignments and Item Class Related Metadata 8 2
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 12 JAN 2018 Update 18A Delivered new features in update 18A. 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 12 JAN 2018 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. 3
UPTAKE OF 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 out of the box objects that are delivered with your Product Lifecycle Management applications. Standard objects must be enabled by Oracle for Application Composer configuration. Enablement is by standard object and by Application Composer feature, and will be done in phases. In this update (phase 1 of Application Composer uptake), 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 New buttons and actions X When you create new 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). CONFIGURATION For both standard and new objects, you can view and edit the following details: Fields -- Add new fields to an object Tabs add new tabs, show or hide and reorder tabs Pages -- Modify the pages on which an object appears. Buttons and links -- Add actions and buttons on objects Server scripts -- Write application logic that controls the behavior of an object's records Saved searches -- Define saved searches for an object Relationships -- Establish links between standard new objects 4
For new objects, you can also view and edit details for: Objects Create new objects Security -- Implement functional and data-level security for an object and its records. Relationships -- Establish links between standard new objects. These new extensibility capabilities greatly expand the level of configurability possible to both standard as well as new objects in Oracle s Product Lifecycle Management Cloud applications. This allows you to modify and enhance existing business processes, or create entirely new business objects and processes, that behave, act, and look like standard objects and processes. In future updates, we will enable more features on the Innovation Management and Quality objects, and will also enable 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 Import structures with Approved Manufacturers Lists (AML) for Product Development items. CREATE A CHANGE ORDER DIRECTLY FROM A CHANGE REQUEST Create a change order directly from a change request with the capability to copy the change header, affected items, and attachments while establishing a relationship between the two change types. MANAGE AFFECTED ITEMS MORE EFFICIENTLY Manage affected items in Change Orders and Change Requests from the Affected Items table itself. Use the exportable table view to view Item Class and to change the Descriptive Flex Fields (DFFs). You can also use the fill up and fill down features in both Lifecycle Phase and Effective Date columns. View changes to DFFs in the Change Order Details Report. VIEW ITEM AND ITEM STRUCTURE DETAILS IN A NEW TABLE FORMAT With the new table format, you can easily view item details and access information such as the status of an item's Approved Manufacturer List (AML). 5
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. IMPROVE RESOURCE UTILIZATION WITH NEW SEARCH AND NAVIGATION OPTIONS Reduce the time that your resources spend searching for critical items, documents, and change orders. Use the new additional search parameters to filter the search results and select the required object. CREATE A CHANGE REQUEST DIRECTLY FROM AN ITEM Assign an item or document directly to a change request on the General Information Item or Document page or from the Item or Document Structure View. USE WEB SERVICES FOR DATA VALIDATIONS AND INTEGRATIONS Perform data validations from within the web service interface itself. Use the Redline Item Structure web service for bulk processing of affected items, and for change operations like adding, updating, and deleting item components from an existing item structure. QUALITY MANAGEMENT ANALYZE QUALITY ISSUES AND ACTIONS USING OTBI REPORTS Analyze quality issues and the corrective actions information using the Oracle Transactional Business Intelligence (OTBI) reports. You can configure personalized reports to summarize the quality information, view charts, and analyze real-time quality information. CONFIGURE WORKFLOWS FOR QUALITY ISSUES AND ACTIONS Create workflow templates and steps to model your business process from identification to closure using new administration features. INTEGRATE REST SERVICES WITH QUALITY ISSUES AND ACTIONS Create, search, and retrieve quality action information using REST services. Populate standard and userdefined attributes, identify affected objects, and add attachments. You can also add or update the user-defined attribute information using the Quality REST services. USE APPLICATION COMPOSER EXTENSIBILITY FRAMEWORK TO CONFIGURE QUALITY ISSUES AND ACTIONS Add user-defined attributes, modify page layouts, and specify user-defined business logic for Quality Issues and Actions using the Application Composer extensibility framework. You can also write Groovy scripts to model your quality processes. 6
ENTER INSPECTION RESULTS AS FREE-FORM TEXT Define a non-item inspection characteristic that allows you to enter free-form text during an inspection. Any result entered for such a characteristic added directly to an inspection or as part of an inspection plan is accepted without an evaluation against specifications, and is recorded for data collection purposes. ENTER INSPECTION RESULTS FOR AN INVENTORY OR WORK IN PROCESS LOT Enter quality results against a lot number during an ad hoc inventory inspection or ad hoc work in process inspection for the last operation of a work order. INNOVATION MANAGEMENT USE APPLICATION COMPOSER EXTENSIBILITY FRAMEWORK FOR INNOVATION MANAGEMENT Add user-defined attributes, modify page layouts, and specify user-defined business logic for Innovation Management using the Application Composer Extensibility framework. You can also write Groovy scripts to model your processes. INCREASE PRODUCTIVITY WHEN WORKING WITH PROPOSALS Create a new proposal from an idea by copying the idea name and rich text description to the new proposal. Leverage the new proposal export options for user-defined templates, and the additional output formats. Extend proposal templates to include header details of a concept and its related relationships, attachments and requirements. PRODUCT HUB COMPLETE NEW ITEM REQUEST TASKS WITH SIMPLIFIED NAVIGATION Select a task from a New Item Request notification, and straightaway navigate to the expanded definition workflow section of the Details tab. While on the Item page, advance to the next item by selecting it in the drop down to complete its definition without having to navigate back to the notifications or to the new item request definition workflow section. ONBOARD NEW STYLE ITEMS FROM AN EXTERNAL SOURCE USING IMPORT MAPS Import new style items while onboarding items into Oracle Product Hub. Use import maps to map a new style item and its associated stock keeping unit (SKU) items while importing new style items from an external source. SECURE DIGITAL ASSETS AND FILES ASSOCIATED TO PRODUCTS AND RELATED OBJECTS Secure attachments associated with Oracle Product Hub business objects, such as items, catalogs, and manufacturer part numbers. Control access to digital assets and files associated with the business objects based on the job role and attachment category. This capability to provide granular security and restricted access enables you to protect intellectual property and digital content. 7
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 reports. Drill down to reports using 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 Oracle Product Hub Cloud user interface. USE THE ITEM CATALOG WEB SERVICE FOR ITEM CATEGORY ASSIGNMENTS AND ATTACHMENTS Use the Item Catalog web service for item category assignments as well as catalog and category attachments. 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. PUBLISH TRADING PARTNER ITEMS, ITEM CATALOG ASSIGNMENTS AND ITEM CLASS RELATED METADATA Publish trading partner items such as customer, manufacturer, competitors, suppliers, and trading partner item attachments. Leverage the catalog publication function that now allows you to add additional content including the item category assignments, and catalog or category attachments. Configure publication options to publish the metadata associated with an item class such as Product Hub Portal attribute groups, data quality attributes, item class pages, item overview attribute groups, and attachment categories assigned to an item cass. --- 8
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