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Product Development User Guide
Product Development User Guide
Release 9
Oracle® Product Value Chain Cloud Using Product Development
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Oracle Product Value Chain Cloud
Using Product Development
Contents
Preface i
1 Introduction 1
Product Development: Overview ............................................................................................................................... 1
Product Development and Innovation Management .................................................................................................. 1
2 Item Management 3
Processes for Managing Items and Structures .......................................................................................................... 3
Creating Development Business Objects .................................................................................................................. 3
Searches ................................................................................................................................................................... 4
Information Tiles: Overview ....................................................................................................................................... 4
Named Item Details Tile ............................................................................................................................................ 5
Named Item Changes Tile ........................................................................................................................................ 6
Named Item Structure Tile ........................................................................................................................................ 6
Named Item AML Tile ............................................................................................................................................... 6
New Item Request Process ...................................................................................................................................... 7
Releasing an Item Structure to Manufacturing .......................................................................................................... 7
FAQs for Chapter 2 .................................................................................................................................................. 7
Oracle Product Value Chain Cloud
Using Product Development
3 Change Management 9
Creating Change Orders ........................................................................................................................................... 9
Change Order Information Tiles: Overview ................................................................................................................ 9
Named Change Order Details Tile ............................................................................................................................ 9
Named Change Order Changes Tile ....................................................................................................................... 10
Named Change Order Impact Analysis Tile ............................................................................................................. 10
Named Change Order Workflow Tile ...................................................................................................................... 10
Defining Change Orders .......................................................................................................................................... 11
Impact Analysis ....................................................................................................................................................... 12
Workflows: Overview ............................................................................................................................................... 12
Defining a Workflow ................................................................................................................................................ 12
Approving or Rejecting a Workflow ......................................................................................................................... 13
Editing a Released Item with a Change Order ........................................................................................................ 13
FAQs for Chapter 3 ................................................................................................................................................ 13
Oracle Product Value Chain Cloud Preface
Using Product Development
Preface
This Preface introduces the guides, online help, and other information sources available to help you more effectively use
Oracle Applications.
Note
If you don't see any help icons on your page, then click the Show Help icon button in the global area. However,
not all pages have help icons.
You can add custom help files to replace or supplement the provided content. Each release update includes new help
content to ensure you have access to the latest information.
You can also access Oracle Applications Help at https://fusionhelp.oracle.com/.
• User Guides address the tasks in one or more business processes. They are intended for users who perform these
tasks, and managers looking for an overview of the business processes.
• Implementation Guides address the tasks required to set up an offering, or selected features of an offering. They
are intended for implementors.
• Concept Guides explain the key concepts and decisions for a specific area of functionality. They are intended for
decision makers, such as chief financial officers, financial analysts, and implementation consultants.
• Security Reference Guides describe the predefined data that is included in the security reference implementation
for an offering. They are intended for implementors, security administrators, and auditors.
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Oracle Product Value Chain Cloud Preface
Using Product Development
Common areas are addressed in the guides listed in the following table.
• Technical information about integrating with other applications, including services, operations, composites, events,
and integration tables. The classification scheme shows the scenarios in which you use the assets, and includes
diagrams, schematics, and links to other technical documentation.
• Other technical information such as reusable components, policies, architecture diagrams, and topology diagrams.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://
www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
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Using Product Development
iii
Oracle Product Value Chain Cloud Chapter 1
Using Product Development Introduction
1 Introduction
• Introduce new items to the enterprise and add information and data to them with easily defined attributes and
characteristics;
• Find development items with simple or customized searches, and manage them with simple procedures that have
immediate results;
• Allow users to differentiate between items or parts that are evaluated to be suitable for use by using a calculated
grade;
• Manage change orders formally and centrally on items, and analyze the impact of each change;
• Incorporate concepts or early Bills of Materials (BOM), designs, and other documents from sources such as
Innovation Management applications or external Product Lifecycle Management applications;
• Manage manufacturer parts with an Approved Manufacturers List (AML) that is associated with any item or part;
• Release items to manufacturing with recommendations on sourcing (recommendations on manufacturer items), and
additional documents.
• Product Requirements and Ideation Management supports and simplifies the innovation process with ideas,
requirements specifications, and feature sets.
• Concept Design Management supports defining a product in its conceptual phase, using concepts and
proposals.
• Product Lifecycle Portfolio Management gathers product concepts and proposals into a portfolio, and
assembles the portfolio team. Portfolio scenarios are modified based on analyses of value, balance, strategy,
resources, and product mix.
• Oracle Product Value Chain Cloud Using Product Requirements and Ideation Management
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Oracle Product Value Chain Cloud Chapter 1
Using Product Development Introduction
• Oracle Product Value Chain Cloud Using Product Lifecycle Portfolio Management
• Oracle Product Value Chain Cloud Implementing Innovation Management and Product Development
• Oracle Product Value Chain Cloud Getting Started with Your Implementation of Oracle SCM Cloud
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Using Product Development Item Management
2 Item Management
Note
Item grade is calculated for development items only, not for manufacturer parts. But the configuration of item
grade may allow the AML situation to be considered in the calculation of the item grade.
Change Orders
The change control process includes all procedures that manage changes to any development item in your company's
manufacturing process. Once approved, an item can only be changed via a change order. All change orders are initiated in
Product Development.
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Using Product Development Item Management
Searches
In the Search For drop down menu, select one of the Product Development business objects, enter a complete or partial
object name in the open field, and click the Search arrow button. From the returned list, click an object to open it on its own
tab.
Refining Searches
To add parameters to your search, click the Refine button. This brings up a list of Search Criteria parameters. The list
changes when you select another type from the Search For drop down menu. Click the Advanced button to select from
various parameters, for example, Starts With, Equals, or Contains, and enter a string for any attribute of the object you
want. The Advanced button is a toggle, and clicking Parametric returns you to the list of Search Criteria parameters. In
either interface, when you have filled in one or more fields, click the Search button to run the search.
• Notifications: you receive all your notifications in this information tile. For example, you may be notified to review a
change order, and you can approve or reject the change order from here. s that have been sent for your review or
approval. This info tile can be set up for various notifications, such as new object assignments.
• Change Status: lists how many change orders are in Open, Pending Approval, or Approved status.
• Cycle Time: depicts how many change orders have been open for a short, acceptable period of time, or a longer
time that needs your attention.
Note
The standard open time for each type of change order can be configured.
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• Structure: lists your top three recently marked favorite items, rated for readiness of the item and its structure to be
released to manufacturing.
General Information
When you click the Details information tile, the General Information tab is displayed. Fill in attributes for the item. The
fields may be out-of-the-box or they may be extensible fields that were added by your administrator. The extensible fields
are defined in the item classification; so, available fields are derived from the item class hierarchy and respective attribute
assignments. You can add a thumbnail or graphical image of the item on the General Information tab.
Attachments
Click the Attachments hyperlink, the Attachments tab is displayed. Files can be associated with this Item using the + Add
icon or Actions > Add. If there are any attachments associated, the X Delete icon and Actions > Delete are enabled.
Team
Click the Team hyperlink, the Team tab is displayed. Members of the team are listed.
Item Grade
Click the Grade hyperlink, the Grade tab is displayed. The system provides an out-of-the-box computation of grade for the
item, using standard rules from the industry.
Grading is computed for all the Items from the entire item structure. It takes into account certain risk conditions of the item
and its structure to compute the grade. Risky conditions include the following:
Grade computation can be configured to ignore or take into account some of the rules. You can select one to five of these
issues that are involved in item grading:
• Lifecycle Mismatch
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Using Product Development Item Management
• Unapproved AML
• Inactive Items
• Unreleased Items
• No AML
It can also be configured to use a numerical grading system, so that the number 5 corresponds with the letter grade "A", 4
with "B", and so forth.
Click an element on the Grade tab to discover what issues are affecting its grade.
... or a list view (flat view) of all the components in the structure.
Each item on structure indicates if it has attachments, where-used information, or AML associations, or whether a (child) item
is assigned to a change order. Pending Changes information is also included.
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Using Product Development Item Management
Additional attributes can be described on the manufacturer part. Custom attributes are displayed in a pop-up dialog when
you click the Additional Information icon. Manufacturer parts can be added against each item in the structure of the item.
This relationship can be marked Approved or Pending to indicate Preferred Manufacturer Parts that can be sourced from
manufacturers, distributors, suppliers, and so forth.
There are no statuses for manufacturer part or manufacturer.
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Using Product Development Item Management
Once the deletion is approved, and is placed on a Delete Group, a PIM administrator can delete that group.
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Oracle Product Value Chain Cloud Chapter 3
Using Product Development Change Management
3 Change Management
Creating Change Orders
Users can search for change orders using the same tools as described for items. Product Development offers simple search,
as well as refined and advanced searches incorporating many other attributes.
When you click a change order hyperlink in the returned results, or anywhere in the application, the change opens on its own
dynamic tab or page.
To create a change order, click the Create icon and select Change Order from the drop down menu. Select one of the
predefined change order types. Define Priority, Reason for Change, and Need-by Date. Assign attachments to provide
more detailed and relevant information. You can input other information to the new change as part of the create process, or
save it and add more data later.
General Information
When you click the Details bar, at the bottom of the information tile, the General Information tab is displayed. Fill in
attributes for the change order. The change order ID can either be filled by the user or is automatically numbered, depending
on the configuration.
The Change Order Type is assigned during the create process and cannot be modified later.
By default the Priority is set to Low. Priority can be defined during initial creation or later.
Customer-specific attributes for the change order are displayed at the bottom of the screen.
Attachments
Click the Attachments icon, the Attachments tab is displayed. Files can be associated with this change order using the +
Add icon or Actions > Add. If there are any attachments associated, the X Delete icon and Actions > Delete are enabled.
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Using Product Development Change Management
Affected Objects
Affected Objects are the items that will be changed by the fulfillment of the change order, that is, its approval and release.
The Affected Objects panel gives an overview of the affected objects, the change operations that are involved, and the
information type, such as item or item structure, that is changed. This results in a condensed overview of the change.
Use the Summary of Changes to understand the details of the change. The summary displays detailed redline information
for a specific affected object.
Change Operations
Changes may be applied to the metadata of an item or to an item structure. Change operations are the actions being
performed on the item to change the item.
Change operations for item itself can be Change revision, Modify, or Withdraw.
Change operations that are available for an item structure are Add, Withdraw, or Modify.
Redlines
Redlines are the individual changes on the items that show marked up, and therefore recommended, modifications. Any
modification to a single item attribute is counted as one redline. The same is true whether you are adding or withdrawing an
item structure element.
Modifications to an existing item structure attribute counts as a single redline, So, modifying the content of the reference
designator attribute is one redline, and changing a second attribute counts as a second redline.
Redline information for item EFF attributes are shown in the Additional Information tab, next to the Summary tab. The
Additional Information tab appears only when EFF redline information exists.
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The Reviewers panel defines the list of mandatory and optional reviewers. You can see if a change is awaiting approval by an
approver, and see whether a particular approver has approved or rejected the change order.
1. Select the affected item. Click Edit action, the item's detail page is displayed.
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Impact Analysis
View the list of impacted products, and analyze why the product is impacted. Understand how many affected objects impact
the product. Adapt the change definition in order to achieve the intended list of impacted products.
You can start the impact analysis from impacted product (called "top down") or from affected object (called "bottom up").
• Top down: use the Impacted Product panel and look into the details for a specific impacted product.
• Bottom up: go to the Affected Object panel, select a specific affected object, and start Impact analysis from Actions
menu or toolbar icon.
You will see all products that are impacted by the affected object.
When using the top-down impact analysis, you can filter the multi-level item structure of the product, to see only that part of
the item structure that is impacted by the change. Thus, it is easier to focus on the relevant part of a larger item structure.
Workflows: Overview
Workflows are the mechanism to submit change orders for review and approval. The type of the change order determines the
kind of workflow. Define entry criteria for the workflow to enter a particular status, and exit criteria for advancing to the next
status. Workflow Summary documents the events of the workflow. Define and view the list of reviewers.
Once edits are made to attributes and structure, the change order can be submitted to a formal workflow to be approved.
Once the change order is approved, the item's Revision is changed according to the user's instructions on the change order:
there is a choice whether or not the user wants to bump up the Revision of the item
Defining a Workflow
The definition of the change order Type includes also the definition of the workflow. You can design a specific workflow per
change order type by defining the sequence to status and default approvers.
• Open
• Interim Approval
• Approval
• Scheduled
• Completed
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Using Product Development Change Management
• Open
• Scheduled
• Completed
You can define multiple status of the types Open and Interim Approval. However, the statuses of type Approval, Scheduled,
or Completed can each occur only once in a workflow.
Also be aware that a workflow of a change order always begins in Draft status after it has been created.
Transition of Status
To execute a status transition either use the Change Status icon at the top of the page or use the Status Change icon in
the workflow graphic section.
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