Oracle Product Value Chain Cloud What’s New in Release 9 15 September 2014 TABLE OF CONTENTS TABLE OF CONTENTS ..............................................................................................................................................2 OVERVIEW .............................................................................................................................................................3 Give Us Feedback ................................................................................................................................................. 3 RELEASE FEATURE SUMMARY ................................................................................................................................4 PRODUCT HUB .......................................................................................................................................................6 DATA CONSOLIDATION ................................................................................................................................................... 6 Generate Template Reference Files...................................................................................................................... 6 Batch Updates to Item Class ................................................................................................................................ 7 Perform Data Quality Check on Existing Items ..................................................................................................... 8 Synchronize Multi-row Attributes During Import ................................................................................................. 9 Import Product Structures and Packs Using Import Maps ................................................................................. 10 DATA MAINTENANCE AND PUBLICATION .......................................................................................................................... 11 Item Revision Attachments ................................................................................................................................ 11 View Development Structures ............................................................................................................................ 13 Publish All Items in Pack Hierarchy .................................................................................................................... 14 DATA GOVERNANCE..................................................................................................................................................... 14 GTIN Validation .................................................................................................................................................. 15 Approval Histroy Enhancements for Change Orders .......................................................................................... 16 Entry and Exit Criteria for Change Management ............................................................................................... 17 Change Order Enhancements ............................................................................................................................. 18 Approval Histroy Enhancements for New Item Requests ................................................................................... 19 New Item Request Enhancements...................................................................................................................... 20 AUDIT TRAIL ............................................................................................................................................................... 20 PRODUCT AND CATALOG MANAGEMENT ............................................................................................................ 23 DATA MAINTENANCE AND PUBLICATION .......................................................................................................................... 23 DATA GOVERNANCE..................................................................................................................................................... 23 PRODUCT HUB PORTAL ........................................................................................................................................ 24 DATA CONSOLIDATION ................................................................................................................................................. 24 Schedule Product Data Uploads ......................................................................................................................... 24 Monitor Product Data Uploads and Imports ...................................................................................................... 25 REVISION HISTORY ............................................................................................................................................... 27 . 2 OVERVIEW This guide outlines the information you need to know about new or improved functionality in Oracle Product Value Chain Cloud, Release 9. 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. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected]. . 3 RELEASE FEATURE SUMMARY Some of the new Release 9 features are automatically visible to users after the upgrade and some require action from the user, the company administrator, or Oracle. The table below offers a quick view of the actions required to enable each of the Release 9 features. Action Required to Enable Feature Feature Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Product Hub Generate Template Reference Files Batch Updates to Item Class Perform Data Quality Check on Existing Items Synchronize Multi-Row Attributes During Import Import Product Structures and Packs Using Import Maps Item Revision Attachments View Development Structures Publish All Items in Pack Hierarchy GTIN Validation Approval History Enhancements for Change Orders Entry and Exit Criteria for Change Management Change Order Enhancements Approval History Enhancements for New Item Requests New Item Request Enhancements Audit Trail Product and Catalog Management Item Revision Attachments View Development Structures Publish All Items in Pack Hierarchy GTIN Validation Approval History Enhancements for Change Orders Entry and Exit Criteria for Change Management Change Order Enhancements Approval History Enhancements for New Item Requests . 4 Action Required to Enable Feature Feature New Item Request Enhancements Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Product Hub Portal Schedule Product Data Uploads Monitor Product Data Uploads and Imports . 5 PRODUCT HUB The following enhancements have been added to Oracle Fusion Product Hub in Release 9: Data Consolidation Data Maintenance and Publication Data Governance Audit Trail DATA CONSOLIDATION The following data consolidation enhancements have been added to Product Hub in Release 9: Generate Template Reference Files Batch Updates to Item Class Perform Data Quality Check on Existing Items Synchronize Multi-Row Attributes During Import Import Product Structures and Packs Using Import Maps GENERATE TEMPLATE REFERENCE FILES Product data stewards can now generate template reference files that contain a list of valid values for the product attributes in the template. Once the reference file is generated, it can be edited and uploaded to the import map to make it available to suppliers. The supplier can download the reference file with the template and refer to it for a list of valid template values. This enhancement enables correct completion of the template files, and a reduction in import errors due to incorrect template data. . 6 Template Reference File STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management BATCH UPDATES TO ITEM CLASS You can now update an item class using a batch import process, and leverage spreadsheets for updating item classes. This enhancement is available on the Manage Items page. This enhancement improves the productivity of data stewards by streamlining the process of updating item classes. . 7 Batch Updates to Item Class STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management PERFORM DATA QUALITY CHECK ON EXISTING ITEMS You can now perform a data quality check on existing items that are updated in a batch process. If the items being updated match existing item cross-references, their status will be set to Matched in the item batch. This enhancement improves the quality of consolidated data. . 8 Data Quality Check STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management SYNCHRONIZE MULTI-ROW ATTRIBUTES DURING IMPORT You can now synchronize all multi-row attributes during import. Support is provided for a Delete transaction during import to facilitate the deletion of multi-row attribute values. This enhancement provides product data stewards with more flexibility when importing data with multi-row attributes. . 9 Synchronize Multi-Row Attributes STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management IMPORT PRODUCT STRUCTURES AND PACKS USING IMPORT MAPS Import maps have been enhanced to allow definition of mappings for item structures and packs. You can map the item structure and pack data fields from the source file to the master data fields. The imported data can be in CSV or XML format. You can define expressions on the mapped attributes to transform them prior to import. Mappings can be defined for structure hierarchy details, component attribute details, reference designators, and substitutes. These enhancements enable a more streamlined data consolidation process by reducing the number of steps required to import item structures and packs. . 10 Import Maps STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management DATA MAINTENANCE AND PUBLICATION The following data maintenance and publication enhancements have been added to Product Hub in Release 9: Item Revision Attachments View Development Structures Publish All Items in Pack Hierarchy ITEM REVISION ATTACHMENTS This enhancement enables you to add and manage attachments at the item revision level. Multiple types of attachments are supported for each item revision, including desktop files, repository files, text, and URL attachments. This enhancement provides more flexibility in describing the unstructured data associated with an item. The Item Revision subtab has been added to the Attachments tab to support item revision attachments. This enhancement is enabled using the Manage Attachment Categories task on the Setup and Maintenance page. . 11 Item Revision Attachments STEPS TO ENABLE This task defines the attachment categories required to enable attachments for revisions of items. 1. 1. 2. 3. 4. 5. 6. 7. 8. In the Navigator, click Setup and Maintenance. Click the All Tasks tab. Search for the Manage Attachment Categories task. Click Go To Task in the Search Results for that task row. Click Create. Complete the attachment category fields, selecting Items for the Module option. Click OK. Enable the attachment category for both ITEM_ENTITY and ITEM_REVISION_ENTITY. Click Save and Close. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: . Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management 12 VIEW DEVELOPMENT STRUCTURES You can view the details of the development structures for an item on the Structures tab on the Item page. A development structure is a bill of materials for an item that is still in development and has not yet been published to Production. Development structures are created in the Product Development work area. The Development Structures sub-tab has been added to the Structures tab, and provides a hierarchical view of the components in the development structure. This enhancement provides an integrated view of a product across the Product Development and Product Commercialization processes. Development Structures STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: . Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management 13 PUBLISH ALL ITEMS IN PACK HIERARCHY You can now control the publication of the pack hierarchy information, by publishing all of the items in the pack hierarchy when any one item in the pack has changed. This feature is useful when integrating with certain retail merchandising systems that treat the pack hierarchy as a single entity. The option All Pack Items has been added to Item Publication Criteria on the Publication Options tab. Publish All Pack Items STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management DATA GOVERNANCE . 14 The following data governance enhancements have been added to Product Hub in Release 9: GTIN Validation Approval History Enhancements for Change Orders Entry and Exit Criteria for Change Management Change Order Enhancements Approval History Enhancements for New Item Requests New Item Request Enhancements GTIN VALIDATION The product rules framework has been enhanced for Global Trade Item Numbers (GTIN) validation. You can create validation rules to validate the GTIN digits and syntax, GTIN item associations, and changes in GTIN item associations. The GTIN validation rules are created on the Manage Item Rule Sets page. These enhancements improve data governance by enforcing industry standards, and enforce internal business policies by ensuring that a GTIN is assigned before commercializing a product. GTIN Validation . 15 STEPS TO ENABLE There are no setup steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management APPROVAL HISTROY ENHANCEMENTS FOR CHANGE ORDERS The approval history for change orders has been enhanced to include additional details. The approval history has been split into line-level approval and header-level approval. You can view the approval history based on the approval stage and the assignee. You can view the assigned items for each linelevel approver. Any actions or comments that an approver includes in the approval notification are recorded in the approval history. These enhancements provide support to identify and mitigate bottlenecks in the approval management process. Change Order Approval History . 16 STEPS TO ENABLE There are no setup steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management ENTRY AND EXIT CRITERIA FOR CHANGE MANAGEMENT The change management workflow has been enhanced to enforce rule-based entry and exit criteria for new item requests and change orders. The rule set framework has been extended to include Change Order Type and New Item Request, and can be used to create an entry and exit validation rule for each status value in the workflow. The validation rules are created on the Manage Item Rule Sets page. These enhancements increase operational control over the change management process. Change Management Entry and Exit Criteria STEPS TO ENABLE There are no setup steps necessary to enable this enhancement. KEY RESOURCES . 17 For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management CHANGE ORDER ENHANCEMENTS The change order approval workflow has been enhanced to provide more flexibility. You can assign user-defined approvers, or determine approvers based on rule sets, using the Assignment Method field for header approvals. Optional approvers can be added, and have the power to reject change orders. You can define whether a response is required from one approver or all approvers to approve or reject a change order. You can rapidly configure approval workflows that conform to your business needs. These enhancements provide increased control over the change management process. Change Order Workflow STEPS TO ENABLE There are no setup steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: . 18 Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management APPROVAL HISTROY ENHANCEMENTS FOR NEW ITEM REQUESTS The approval history for new item requests has been enhanced to include additional details. The approval history has been split into line-level approval and header-level approval. You can view the approval history based on the approval stage and the assignee. You can view the assigned items for each line level approver. Any actions or comments that an approver includes in the approval notification are recorded in the approval history. You can also review new items scheduled for final approval. These enhancements provide support to identify and mitigate bottlenecks in the approval management process. New Item Request Approval History STEPS TO ENABLE There are no setup steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: . Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management 19 NEW ITEM REQUEST ENHANCEMENTS The new item request approval workflow has been enhanced to provide more flexibility. You can assign user-defined approvers, or determine approvers based on rule sets, using the Assignment Method field for header approvals. Optional approvers can be added, and have the power to reject item changes. Define whether a response is required from one approver or all approvers to approve or reject a new item request. You can rapidly configure approval workflows that conform to your business needs. These enhancements provide increased control over the item request process. New Item Request Approval Workflow STEPS TO ENABLE There are no setup steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management AUDIT TRAIL Audit trail support has been added to Product Hub in Release 9. Features include: . 20 Configure Audit Policies. You can audit changes to Product Hub objects such as items, structures, and item extensible flexfields. Select the business objects and attributes to be audited based on regulatory requirements and specific business needs, and then select the audit level. The audit levels are predefined and specify the events to be audited, such as insert, update, and delete events. Auditing is disabled by default, and is enabled using the Manage Audit Policies task on the Setup and Maintenance page. Create Audit Reports. Audit reporting allows you to track the changes to objects in your application. With audit reports, you can see who made what changes in the application, and when the changes were made. For example, you can track when records are created, updated, or deleted, and by whom. For each field that you audit, you can see the old field value and the new field value. The audit report includes the following fields: o o o o o o o o Date User Event Type Business Object Type Description Attribute Old Value New Value Publish Audit Reports. You can export audit reports to Microsoft Excel for further analysis and publication. Audit Report STEPS TO ENABLE This task enables auditing for individual business objects and attributes. 1. In the Navigator, click Setup and Maintenance. . 21 2. 3. 4. 5. 6. 7. 8. 9. 10. Click the All Tasks tab. Search for the Manage Audit Policies task. Click Go To Task in the Search Results for that task row. In the Oracle Fusion Applications applet, change the Audit Level field to Auditing. Click the Save button. Click the Configure Business Object Attributes button. Set the Application value to Product Management. Select the objects and attributes that you want to audit, and click OK. Click Save and Close. TIPS AND CONSIDERATIONS You can track an unlimited number of fields per auditable business object, including custom fields. You can track one or more business objects, including custom objects. Generating very large audit reports may impact performance. Keep in mind that the more data you track, the larger your audit reports will get, which may impact performance. We recommend that you track only the data needed. If an audit is not needed for a period of time (for example, if you are importing a large amount of data or doing system testing), you can turn audit off at the application level for performance reasons. 1. 2. 3. 4. 5. 6. From the Navigator menu, select Setup and Maintenance. Select the All Tasks tab. Search for the Manage Audit Policies task. Click Go To Task in the Search Results for that task row. Uncheck the Audit check box in the applicable application row. Click Save and Close. When finished, you can turn audit back on by rechecking the audit check box for the required application row. KEY RESOURCES For more information on Product Hub, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management Return to Release Feature Summary . 22 PRODUCT AND CATALOG MANAGEMENT This section lists the enhancements that have been added to Oracle Fusion Product and Catalog Management in Release 9. DATA MAINTENANCE AND PUBLICATION The following data maintenance and publication enhancements have been added to Product and Catalog Management in Release 9: Item Revision Attachments View Development Structures Publish All Items in Pack Hierarchy Refer to the Product Hub section of this document for details about these enhancements. DATA GOVERNANCE The following data governance enhancements have been added to Product and Catalog Management in Release 9: GTIN Validation Approval History Enhancements for Change Orders Entry and Exit Criteria for Change Management Change Order Enhancements Approval History Enhancements for New Item Requests New Item Request Enhancements Refer to the Product Hub section of this document for details about these enhancements. KEY RESOURCES For more information on Product and Catalog Management, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management Return to Release Feature Summary . 23 PRODUCT HUB PORTAL The following data consolidation enhancements have been added to Oracle Fusion Product Hub Portal in Release 9. DATA CONSOLIDATION The following data consolidation enhancements have been added to Product Hub Portal in Release 9: Schedule Product Data Uploads Monitor Product Data Uploads and Imports SCHEDULE PRODUCT DATA UPLOADS This enhancement enables the supplier product administrator to create a schedule to automate the upload of product data files. The upload frequency can be set to once, hourly, daily, weekly, or monthly. Multiple data files can be uploaded in each upload process. The supplier product administrator can enable and receive automated e-mail notifications to monitor the data upload process. Schedule Product Data Upload . 24 STEPS TO ENABLE There are no steps necessary to enable this enhancement. KEY RESOURCES For more information on Product Hub Portal, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management MONITOR PRODUCT DATA UPLOADS AND IMPORTS Automated worklist notifications are sent to the product data steward to monitor critical product data events. You can also enable automated e-mail notifications to be sent to the supplier product administrator and to the product data steward. Notifications are sent for critical product data events, such as data upload success, data upload failure, data import success, and data import failure. The notifications contain details of any errors encountered during the data upload or import process, and recommended actions to take, enabling fast resolution of any upload or import issues. Monitor Product Data Upload STEPS TO ENABLE There are no steps necessary to enable this enhancement. . 25 KEY RESOURCES For more information on Product Hub Portal, refer to the following Release 9 guides: Oracle Product Value Chain Cloud: Implementing Product Information Management Oracle Product Value Chain Cloud: Using Product Information Management Return to Release Feature Summary . 26 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date . What’s Changed Notes 27 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. 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