(23D) Oracle SCM Cloud Product Management Implementation

Overview (Product Development and Product Hub)

• Lesson Objectives
• Topics
• Oracle Product Lifecycle Management (PLM)
• Product Lifecycle Management Cloud
• Ideation to Commercialization – Process Flow
• Product Development Overview (Design Products)
• Product Development Process Flow
• Product Hub Overview (Manage Product Master Data)
• Product Hub Process Flow
• Combined Process Flow
• Product Structure Differences
• Topics
• Common Product Features
• Product Development Features
• Product Hub Features
• PD vs PH
• Topics
• Change Management in Product Development (PD)
• Change Management in Product Hub (PH)
• Product Development Scenario: RadTech
• Scenario Solutions: RadTech
• Product Development & Product Hub: TimeBands
• Scenario Solutions: TimeBands
• Product Hub: DigiGlobe
• Scenario Solutions: DigiGlobe
• Practice Scenario
• Practice: From Design to Publish
• Topics
• Key Terms
• Topics
• Oracle Cloud Resources
• Oracle Video Hub
• Lesson Objectives

Product Management Navigation

• Lesson Objectives
• Topics
• Springboard
• Global Area
• Navigator
• Settings and Actions
• Show Date/Time According to User Time Zone
• Oracle Home Page
• Access Product Development and Product Hub
• Topics
• PLM Dashboard
• Change Orders Dashboard
• Searches Dashboard
• Practice: Navigating Product Management
• Topics
• Use Embedded Help
• Use the Help Portal
• Practice: Accessing Help
• Lesson Summary

Initial Implementation

• Lesson Objectives
• Topics
• Setup and Maintenance Work Area
• What are the Components of Setup and Maintenance?
• Configure the Product Offerings Using Opt In
• Setup and Maintenance Tasks
• Implement PD and PH
• Topics
• What are Units of Measure?
• Examples of UOM
• Add a Unit of Measure
• UOM Classes
• Topics
• Locations
• What are Organizations?
• What are Definition and Reference Organizations ?
• Item Organizations: Master-Child Relationship
• Implementation Guidelines
• Create Organizations
• Create Item Organizations and Assign them to a Master Organization
• Topics
• Item Lifecycle Phases: Introduction
• Lifecycle Phases: Additional Details
• Item Classes: Lifecycle Phases
• Manage Lifecycle Phases
• Lifecycle Phase Types
• Enable or Disable Lifecycle Validation for Structures
• Topics
• Root Item Class Definition: Lifecycle Phases
• Default Lifecycle Phase
• Root Item Class Definition: Security (Public and Private)
• Practice: Implementing the Root Item Class
• Lesson Summary

Configure Item Classes

• Lesson Objectives
• Topics
• What is an Item Class?
• Important Concepts of Item Classes
• Use of Item Classes for Administrative Purpose
• Set Up Item Classes
• Item Class Inheritance
• Manage Item Classes
• Best Practice!
• Topics
• Add Item Classes
• Create Item Classes
• Item Classes: Basic Information
• Topics
• Item Properties
• View Hierarchy of Item Classes
• Item Classes: Item Management > Generate Item Numbers
• Rule Generated: Create a Rule Set
• Rule Generated: Number and Description from Rules
• Item Classes: Item Management > Description and Enable NIR
• NIR Definition Workflow
• Item Classes: Security Tab (Private Classes)
• Manage Security Actions for Item Classes
• Item Classes: Transactional Attributes Tab
• Types of Item Attributes: Main and Operational
• Manage Operational Attribute Groups
• Types of Item Attributes: EFFs and DFFs
• Item Classes: Pages and Attribute Groups Tab
• Item Classes: Lifecycle Phases Tab
• Item Classes: Templates and Formats Tab
• Manage Templates and Import Formats for Item Classes
• Enforce Quantity for Reference Designators
• Practice: Creating Item Classes
• Practice: Adding an Item Lifecycle Phase (Optional)
• Lesson Summary

Configure Change Order Types

• Lesson Objectives
• Topics
• Change Management Overview
• Engineering Change Process (Product Development)
• Commercialization Change Process (Product Hub)
• Predefined Change Order Types
• Configure Change Order Type: Basic Setup
• Configure Change Order Type: Policy Setup
• Configure Change Order Type: Autocomplete on Cancel
• Configure Change Order Type: Number Generation
• Configure Change Order Type: Workflow Configuration
• Configure Change Order Type: Approval Status
• Automatic Promotion and Demotion
• Workflow Status Types
• Configure Change Order Type: Entry and Exit, Promotion and Demotion
• Configure Change Order Type: Participant Details
• Add Reviewers to Change Workflows
• Configure Change Order Type: Additional Workflow Controls
• Configure Change Order Type: Add Controls for Roles
• Configure Change Order Type: Propagation Rules (Commercialization Change Orders Only)
• Change Order Creators
• Change Order Header Attributes
• Change Order Attribute Groups
• Create a New Status
• Configure Change Reasons
• Configure Change Priorities
• Practice: Adding a Change Order Type
• Topics
• Change Order Approval Workflow: Options
• User Defined Approvals
• Rule Based Approvals
• Rule Based Approvals: Add Approvers
• Rule Based Approvals: Approval Groups
• Rule Based Approvals: Tasks
• Rule Based Approvals: Rules
• Set Approval to Rule Based
• Practice: Creating an Approval Rule
• Topics
• Use Application Composer Scripts for Automation
• Application Composer and Scripting
• Use Rules with Change Orders
• Create Rule Sets
• Add Rules to the Rule Set
• Topics
• Entry and Exit Criteria
• Define Required Global Fields for Entry and Exit Criteria
• Define Type-Specific Required Fields
• Apply Entry and Exit Criteria
• Practice: Adding a Change Order Entry or Exit Rule
• Topics
• Approval with Signature Password
• Configure Commenting Options
• Change Order History
• Change Order History: Configure Audit Trail
• Change Order History: Set Attributes
• Topics
• Configure New Item Request Type
• Configure New Item Request Type: Workflow
• Enable the Automated New Item Request Process
• New Item Request Number Generation
• Enable Item Class for NIR
• Create Definitions
• Required Definition Values
• Lesson Summary

Configure Extra Attributes

• Lesson Objectives
• Topics
• What are Extra Attributes?
• Descriptive Flexfields (DFFs)
• Extensible Flexfields (EFFs)
• EFF (Attribute Group) Security
• Global vs Context Sensitive
• Validators
• Topics
• Where To Manage Item Flexfields
• Extra Attributes (Flexfields) by Setup Task
• Item Attribute Groups and Attributes (EFFs)
• Create Item Attribute Groups and Attributes (EFFs)
• Item Class Pages and Attribute Groups Tab (EFFs)
• Assign Groups and Attributes for Item Classes (EFFs)
• Assign Attributes to Product Development Only (EFFs)
• Deploy Attributes (EFFs)
• Practice: Adding Item Attributes
• Practice: Creating a PD Functional Item Page (optional)
• Practice: Adding Attributes to an Item Class for PD Only (optional)
• Manage Item Descriptive Flexfields
• Manage Item Revision Descriptive Flexfields (DFFs)
• Manage Structure Component Descriptive Flexfields (DFFs)
• Manage Item Relationship Descriptive Flexfields (DFFs)
• Topics
• Extra Attributes (Flexfields) by Setup Task
• Create Change Order Attribute Groups and Attributes (EFFs)
• Create Change Order Extensible Flexfields (EFFs)
• Associate Contexts (Attribute Groups) to a Change Type
• Change Types and Inheritance
• Deploy Attributes (EFFs)
• Permission to Edit Extended Attributes (EFFs)
• Practice: Adding Change Order Extensible Flexfields
• Change Order and NIR Contextual Descriptive Flexfields (DFFs)
• Global vs Contextual Flexfields
• Change Order and NIR Line (Affected Object) DFFs
• Add Change Line Descriptive Flexfields to a Context (DFFs)
• Save the Context Segments to a Value Set
• Practice: Adding Change Order Descriptive Flexfields
• Topics
• Manage Trading Partner Item Descriptive Flexfields (DFFs)
• Lesson Summary

Product Development Specific Setup

• Lesson Objectives
• Topics
• Create Root Document Class
• Assign Root Document Class
• Add Document Subclasses
• Practice: Enabling Document Management
• Topics
• View Reports
• Create a Dashboard
• Copy Key Information
• Configure Reports for Product Management Objects
• View Reports Tutorial Videos
• Topics
• Update Product Line
• Add New Product Lines
• Topics
• Manufacturer Parts Overview
• Lookup: Manufacturer Status
• Lookup: Manufacturer Part Status
• Lookups: Approve Manufacturer List Status
• Practice: Adding a Contextual Descriptive Flexfield for a Manufacturer Part
• Practice: Creating an Item AML tab Descriptive Flexfield (Optional)
• Lesson Summary

Product Hub Specific Setup

• Learning Objectives
• Item Setup Tasks in Product Hub
• Manage Item Profile Options
• Manage Advanced Item Profile Options
• Manage Item Statuses
• Manage Item Types
• Define Item Completeness Score
• Lesson Summary

Product Development Navigation

• Lesson Objectives
• Topics
• Business Process
• Product Development Objects Overview
• Access Product Development
• Topics
• The Product Development Overview Tab
• Quick Search
• Multiple Items Search
• Tasks Panel Drawer
• Manage Delete Groups
• Manage Objects (Advanced Search)
• Add Fields to Advanced Search
• Compare Search Results
• Audit Results Panel Drawer
• Clipboard Panel Drawer
• Reports and Analytics Drawer
• Topics
• Information Tiles
• My Favorite Items
• My Worklist
• My Changes
• Item Audit Trail
• Practice: Navigating Product Development
• Lesson Summary

Item Design in Product Development

• Lesson Objectives
• Topics
• Design Process
• Innovation Management Concept Design
• Practice: Starting a Design
• Topics
• Item and Document Objects
• Create an Item Instance
• Create a Document Instance
• Edit Items and Documents
• View Items and Documents
• Lifecycle Phases in Product Development
• Item Tabs
• Document Tabs
• General Information Tab
• Revision Field
• Find Attributes
• Attachments Tab
• Topics
• Structure Definition
• Structure Tab
• Edit a Structure
• Structure Comments
• Reference Designators
• Add Reference Designators
• Expandable Side Panel
• Additional Information
• Attachments
• Approved Manufacture List (AML)
• Additional Attributes
• Substitute Components
• Topics
• AML Review
• AML Example
• AML Tab (Not on Documents)
• Topics
• Changes Tab
• Quality Tab
• Relationships Tab
• Team Tab
• Item Grading (Item Only)
• Where Used
• Topics
• Actions Menu
• Generate Reports
• Download Attachments
• View Reports
• Item Audit Trail
• Practice: Creating Items and Documents
• Practice: Running an Item Audit
• Lesson Summary

Structure Design in Product Development

• Lesson Objectives
• Topics
• Manufacturer Parts Overview
• Manufacturer Objects
• Manufacturer Tabs
• Manufacturer Security Tab
• Create a Manufacturer
• Create Manufacturer Directly from the AML Tab
• Create Manufacturers through Import (step 1)
• Create Manufacturers through Import: CSV File (step 2)
• Create Manufacturers through Import: Process (step 3)
• Create Manufacturers through Import: Progress (step 4)
• Practice: Creating a Manufacturer
• Topics
• Manufacturer Part
• Manufacturer Part: Tabs
• Manufacturer Part Security
• Create a Manufacturer Part
• Assign an Existing Manufacturer Part on a Structure Item
• View the AML
• Assign a New Manufacturer Part on a Structure Item
• Search for Manufacturers by Registry ID
• Manufacturer Object Statuses
• Manage Manufacturer Parts with Excel (part 1)
• Manage Manufacturer Parts with Excel: REST APIs (part 2)
• Manage Manufacturer Parts with Excel: Using the Add-in (part 3)
• Practice: Creating a Manufacturer Part
• Topics
• Work with Structures
• Quantity, UOM, and Sequence
• Expandable Side Panel
• Add Reference Designators
• Structure Actions Menu
• Structure View Menu
• Create New Item or Document within a Structure
• Duplicate
• Delete Item
• Export to Excel
• Add Existing Items or Documents
• Copy and Paste
• Search Structure
• Compare Structures
• Item Structure Report
• Accessing the Item Structure Report
• Download Attachments from Structure
• Practice: Creating a Structure
• Create a Structure Using Save As
• Copy and Paste a Structure
• Practice: Creating a Structure using Copy and Paste
• Cost Fields
• Cost Rollup
• Lesson Summary

Engineering Change Management in Product Development

• Lesson Objectives
• Topics
• Change Management Overview
• Change Type Functions
• Change Process
• Find Changes
• My Changes
• Change Order and Change Request Tabs
• General Information Tab
• Affected Objects Tab
• Table View
• List View
• Affected Object List View Summary of Changes
• Change Operations
• Tasks
• Attachments Tab
• Workflow Tab
• Impact Analysis Tab
• Relationships Tab
• Security Tab
• History
• Create a Change Order or Change Request
• Assigned To = Change Analyst
• Actions Menu
• Change Order Details Report
• Practice: Creating a Change Order
• Topics
• Change Control Business Process
• Redlining
• Change the Revision
• Redline Affected Objects
• Redline Affected Object Attributes and Tabs
• Revision Specific Lifecycle Phases
• Modify the Structure
• Add Reference Designators
• Edit Reference Designator Details in Side Panel
• Edit Substitute Components in Side Panel
• Add a Manufacturer Part
• Revision Specific Attachments
• Check Out Attachments
• Fill Actions
• Effective Date
• Undo Structure Redlines for Change Affected Objects
• Undo Redlines for AML on Change Affected Objects
• Resolve Revision Conflicts
• Resolve Revision Conflicts: Scenario
• Cancel Change Line
• Move Change Lines
• Cancel Change Order
• Download Redlined Attachments
• Practice: Redlining a Change Order
• Topics
• Workflow
• Workflow Status Types (Draft – Approval)
• Workflow Status Types (Scheduled – Canceled)
• Interpret Workflows
• Advance a Change Order
• Tiles and Notifications
• Audit a Change Order
• Add Approvers
• Approve a Change Order
• Remove Approvers Without Terminating Workflow
• Monitor Revision Effective Dates
• Relate a Change Order to a Project
• Create a Work Item in a Project
• Practice: Routing a Change Order
• Lesson Summary

New Item Requests in Product Development

• Lesson Objectives
• New Item Request Overview
• New Item Request (NIR) Process
• Trigger the NIR Process
• Access the NIR
• Access the NIR Definitions
• Complete a Definition
• Approve the NIR
• Video: Use New Item Requests in Product Development
• Lesson Summary

Product Hub Navigation

• Lesson Objectives
• Topics
• Access Product Hub
• Product Hub Workspace: Infolet Examples
• Tasks Panel Drawer
• Search, Clipboard, and Reports Tabs
• Practice: Navigating Product Hub
• Topics
• Search Items and Business Objects in Product Hub
• Use Regional Area Search
• Advanced Search
• Add Fields to Advanced Search
• Use Local Area Search
• Browse Item Class and Catalogs
• Use Global Search
• Practice: Searching for Items
• Lesson Summary

Work with Items in Product Hub

• Lesson Objectives
• Topics
• Item Terminology: Attributes, Description, Revision
• Item Terminology: Structures, Catalogs, Packs
• Item Terminology: Associations and Relationships
• Topics
• Create Items
• Create Multiple Items
• Create from Copy
• Edit Items: Main Attributes
• Edit Items: Unit of Measure
• Edit Items: Specifications
• Edit Items: Structures
• Edit Items: Attachments
• Edit Items: Associations
• Edit Items: Categories
• Functional Catalogs
• Functional Catalog Triggers
• Edit Items: Quality Objects
• Edit Items: History
• Topics
• Item Relationships
• Define Related Item Relationships
• Define Trading Partner Item Relationships
• Trading Partner Items and Approved Manufacturer List (AML)
• Define Trading Partner Items
• Create Trading Partners
• Define GTIN Item Relationships
• Define Cross-Reference Relationships
• Define Spoke System Item Relationships
• Practice: Creating Multiple Items
• Topics
• Structure Example
• Structure Definition
• Setup Tasks for Structures
• Define Structure Types
• Item Structures
• Product Structure: Create as New
• Product Structure: Add Components
• Product Structure: Replace Components
• Product Structure: Add Substitute Components
• Product Structure: Reference Designators
• Product Structure: Where Used
• Product Structure: View Summary
• Product Structure: View Change Orders
• Product Structure: Create from Copy
• Product Structure: Create from Common
• How Structures and Components Are Validated
• Practice: Creating a Structure with Existing Items
• Practice: Creating a Structure with New Items
• Topics
• Overview of Packs
• Hierarchy of Packs
• Pack Types
• Pack Type Details
• Item Attribute Rollup
• Create Packs
• Practice: Creating a Pack
• Lesson Summary

Work with New Item Requests

• Objectives
• Topics
• Overview of New Item Request
• Business Benefits of New Item Requests
• New Item Request Process View
• User Privileges
• Topics
• New Item Request Tasks
• Create New Item Request
• Create an NIR from an Item
• Manage New Item Requests
• New Item Request: Define Attribute Values
• Mark Complete
• New Item Request: Inspect Action Log
• New Item Request Notifications Summary
• Practice: Creating New Item Requests
• Summary

Work with Commercialization Change Orders in Product Hub

• Lesson Objectives
• Topics
• Overview of Commercialization Change Orders
• Change Order Process Overview
• Item Changes Supported by Change Orders
• Configure Change Order Type: Propagation Rules
• Topics
• Create a Change Order
• Create a Change Order: Add and Edit Items
• Create a Change Order: Edit Attributes
• Create a Change Order: Tasks
• Create Change Order: Attach Files
• Change Order: Reviewing the Workflow Summary
• Relationships Tab
• Security Tab
• Propagate the Change Order to Other Organizations
• Propagate
• History
• Change Order: Use Save As to Create a Change Order
• View Changes from Manage Change Orders
• View Change Order: Change Order Report
• Change Order Notifications
• Practice: Creating and Approving a Commercialization Change Order
• Lesson Summary

Create Catalogs

• Learning Objectives
• Topics
• What are Catalogs and Categories?
• Example of Catalogs and Categories
• Common Terms for Catalogs
• Types of Catalogs
• Functional Catalogs
• Functional Catalog Triggers
• What You Can Do With Catalog Management ?
• Topics
• Create a Catalog
• Search Catalogs
• View Catalogs
• Add Categories
• Add Categories: Create a New Category
• Edit Catalog Definition
• Edit Category Details
• Add Existing Categories
• Sharing a Category
• Copying a Category
• Practice: Creating Catalogs
• Topics
• Introduction to Catalog Data Security
• How to Enable Catalog Data Security ?
• Enable Data Security
• Catalog Data Security Details
• Example of Category Level Data Grants
• Summary

Mass Update and Product Rules in Product Hub

• Learning Objectives
• Topics
• Why might you Need to Mass Update Items?
• Mass Change Types for Items
• How to Perform Mass Changes ?
• Mass Assign Items to Organizations
• Mass Assign Items to Catalog Categories
• Mass Assign Items to Supplier Organizations
• Mass Migrate Items to a Different Item Class
• Mass Create Structures from Common
• Mass Reassign Catalog Categories
• Mass Unassign from Catalog Category
• Edit Item Attributes in a Spreadsheet
• Edit Item Attributes
• Practice: Managing Mass Item Changes
• Topics
• What are Item Rules ?
• What can you do With Item Rules?
• Information About Rules
• Assignment Rule Set
• Validation Rule Set
• Severity of Validation Rules
• Composite Rule Set
• Blending Rule Set
• Topics
• Create Rule Sets
• Add Rules to the Rule Set: Item Rule Details (Validation)
• Add Rules to the Rule Set: Item Rule Details (Assignment)
• Assign Items to Catalogs Using Item Rules
• Assign Catalog Categories Using Variables
• Activate Rule Sets
• Using Rules to Generate Numbers and Descriptions (Assignment)
• Item Rule Syntax
• Practice: Creating Assignment Rules
• Topics
• Analyze Item Rules Impact (Part 1)
• Create a Rule Impact Analysis (Part 2)
• Run the Analysis (Part 3)
• Review the Analysis (Part 4)
• Summary

Audit Trail and Import Data in Product Hub

• Learning Objectives
• Topics
• What is Audit Trail?
• How does Audit Trail Functionality Benefit You?
• Audit Trail Terminology
• Overview of Audit History
• Topics
• Setup an Audit Policy
• How to Manage Audit Policy
• Synchronize Audit Policy for New EFFs
• Data Changes Log for Business Objects
• Topics
• Create and Publish Data Audit History
• Create and Publish Data Audit History Report
• What is the Best Practice for Audits ?
• Practice: Managing Audit Policies
• Practice: Creating and Publishing Audit History Reports
• Topics
• Import Data in Product Hub
• Overview of Item Import Process
• Item Import Flow
• Topics
• Steps to Import Item Data
• Define Spoke Systems (Create the Trading Community)
• Manage Spoke System Options
• Create Item Batches
• What are the Item Batch Types?
• Edit Item Batch: Import Options
• Edit Item Batch: Data Quality Options
• Edit Item Batch: Structure and Pack Options
• Edit Item Batch: New Item Request Options
• Edit Item Batch: Change Order Options
• Load Data in an Item Batch
• Use Import Maps to Import Item Data
• Create Import Maps
• Example Import Map
• Transform Source Data
• Manage Item Batches
• View Item Batch Details
• In Progress Items
• In Progress: Data Quality Results
• Manage Messages and Errors
• Manage Imported Items
• Practice: Creating Item Batches
• Summary

Manage Supplier Products

• Learning Objectives
• Topics
• Product Hub Portal: Supplier Product Management
• Supplier Products Import Process
• Topics
• Setup Tasks to Manage Supplier Products
• Setup Spoke System
• Setup Default Catalog
• Setup Catalog Category Mappings
• Expose Item Extensible Attributes
• Setup Item Data Security
• Setup Import Map: Assign import map to supplier
• Setup Import Map: Generate smart spreadsheets
• Practice: Setting up Supplier Product Uploads
• Topics
• Manage Products by Suppliers: An Overview
• Create and Edit Products
• Create Products Using Templates
• Create Products Using Templates: Smart spreadsheets
• Upload Products Using Data Files
• Review Data File Upload Errors
• Create Product Upload Schedules
• Monitor Product Upload Schedules
• Practice: Uploading Supplier Products in Product Hub Portal
• Topics
• Manage Products by Product Data Stewards: An Overview
• Review Supplier Uploads
• Import Supplier Products
• Request More Information for Products
• Reject Supplier Products
• Blend Supplier Product Data
• Work with Product Notifications
• Practice: Importing Supplier Products into Product Hub
• Summary

Manage Publication in Product Hub

• Learning Objectives
• Topics
• What is Publication Framework?
• Overview of Publication
• How does Publication Benefit You ?
• Publication Terminology
• Publication Process Flow
• Topics
• Define a Spoke System
• Configure a Spoke System
• Configure Item Publication Criteria
• Item Entities Definitions
• Publication Criteria for Item Classes
• Publication Criteria for Catalogs
• Publication Criteria for Trading Partner Items
• Topics
• Define the Publication Schedule
• Define the Schedule for Publication
• Create Notification
• Generate the Payload
• Customize the Payloads
• Oracle WebCenter Content Access
• XML Output Format
• Practice: Managing the Publication Process
• Summary