Using the HTML-Based Product Workbench

Searching for Items

Use the HTML-based Product Workbench to search for items in the active organization. You can enter a partial or complete item name in the search field. Use the percent (%) sign as the wildcard character when entering a partial term as part of the search criteria.

To perform a simple item search, follow these steps:

From the Home page navigation tree, select your responsibility. Next, select Product Workbench, then Items.

The HTML-based Product Workbench Items page opens.
In the Search field, enter a full or partial key word, such as an item name, description, or Item Catalog Category (ICC).

Additional Information: If you enter multiple conditions in the Search field, the search results include all items that meet at least one of the conditions (this is the OR condition in Boolean logic). For example, if you enter VI40650 VI40001 in the Search field, the search results returned include the two item numbers VI40650 and VI40001. The Boolean logical operators AND and NOT are not supported when using the HTML-based Product Workbench simple search.
Press Enter.

The items matching the key words you entered appear in the search results. To narrow your search results, change the key words.

Item Search Results

Additional Information: Only items for which you have view privileges appear in the search results. To learn more about privileges and role based security, refer to Overview of Roles and Role Based Security, Oracle Product Hub Implementation Guide.

To perform an advanced search, follow these steps:

When you perform an advanced search, the system performs the search in the Oracle Inventory Item Catalog. After you select the items in the search results and then click Apply, the system displays the results in the Product Workbench Items page.

From the Home page navigation tree, select your responsibility. Next, select Product Workbench, then Items.

The Product Workbench Items page opens.
Click Advanced Search.

The Item Catalog Advanced Search page opens. For further instructions, see: To perform an advanced search.
In the Search Results page, select each item you want to view in the HTML-based Product Workbench, then click Apply.

The selected items appear in the Product Workbench Items page.

Optional Action: From the Search Results page, click Recent, then the Product Workbench link.

The Product Workbench Items page opens, displaying all items from the Search Results page.

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Viewing Item Information

You can view detailed information for any item that appears in your search results.

Prerequisites

Search for and find one or more items using the simple item search method described above in Searching for Items.

To view an item's details:

From the Product Workbench Items page search results, for a particular item, click More Actions, then click View Item Details.

The item's Overview page opens.

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Managing Bills of Material/Product Structures

Use the HTML-based Product Workbench to perform the following tasks for a product structure:

Prerequisites

Search for and find one or more items using either one of the simple search or advanced search methods described above in Searching for Items.
Before creating a new structure, review the required setup tasks in Overview of Item Structures, Oracle Product Hub Implementation Guide.

To view structure details

Use one of the following two methods to view structure details for an item:
- In the Items page search results, for one of the items, click View Structure.
  
  The Item Catalog Structure List page opens. Refer to Viewing Item Structures.
  
  Tip: If you have edit structure privileges, you can also view structure details by returning to the HTML-based Product Workbench using one of the following methods:
  - Click Recent. In the Recently Visited page, click Product Workbench.
  - In the Actions field, select Edit Structure, then click Go.
- If you have edit structure privileges, in the Items page search results, click an item. The Structure: (item name) page opens.
  
  By default, the Primary structure for the item appears, using the default display format for its structure type.

To view item details for a component in a structure:

In the Structure: (item name) page, click Actions for a component, then click View Item Details.

The item's Overview page opens.

Tip: Click Recent to return to the Structure: (item name) page.

To create a structure

In the Items page search results, for one of the items, click Create Structure.

The Create Structure page opens.
In the Structure Type field, select one of the available types.

The structure names associated with the selected structure type appear in the Structure Name field.
In the Structure Name field, select one of the names from the list.
In the Effectivity field, select Date.

Additional Information: You can only create, view, and edit date-effective structures in the HTML-based Product Workbench. Unit and revision-effective structures are not supported.
(Optional) In the Structure Description field, add a description of the structure.
(Optional) Select Preferred Structure to use this structure as the default structure for the item.
Click Apply.
Select Edit Structure, then click Go.

The Structure: (item name) page opens.
Click Actions, then Add Components.

Alternatively, in the item row, right-click to select Add Components.

For additional steps, refer to the following task, To add a component to the structure.

To edit an item's structure

Conditional Action: You can only edit or view an item's date-effective structure in the HTML-based Product Workbench when both of the following conditions are true:

You have edit structure privileges for the item.
the item is in a lifecycle phase whose change policies allow direct updates.

In the Items page search results, for one of the items, either click Edit Structure or double-click the item's card.

The HTML-based Product Workbench Structure: (Item Name) page opens.

Optional Action: Alternatively, you can open the HTML-based Product Workbench Structure: (Item Name) page in two other ways:
- From an item's Structure List page (the Configuration tab of the item's Overview page). For a particular structure, click Edit Structure.
  
  Accessing the HTML-based Product Workbench from the Structure List page
- From an item's Structure List page, click a structure name, which opens the Structure: (structure name) page. In the Actions field, select Edit Structure, then click Go.
  
  The HTML-based Product Workbench Structure: (Item Name) page opens using the filter criteria from the View region of the Structure: (structure name) page.
  
  Accessing the HTML-based Product Workbench from the Structure: (structure name) page

To filter an item's structures and components:

Each item can have multiple structures and each structure can have multiple components. Use the filters to view the structure and components you want to edit.

In the HTML-based Product Workbench Structure: (Item Name) page, the primary structure for the item appears. Click Filters.
In the Filters drawer, optionally select a value for each of the following fields:
- Structure Name (Structure Type): select one of the structures in the list.
- Revision: select the item revision.
- Date: select the effective date of the structure.
- Search Criteria: select the search criteria template to use as a filter.
- Display Format: select the display format to use when displaying the item's filtered structure.
  
  Tip: If you select a display format that displays one or more attributes, you can edit the attribute values from the Structure: (item name) page by double-clicking a component row and changing one or more attribute values. Once you click a different row, the changed attribute values appear with an edit icon. Click Save.
- Components Scope: select whether to view current, current and future, or all components.
- Changes: select whether to view Implemented Only, Implemented + All Unimplemented, or a specific change order.
Selecting Filters for an Item's Structures and Components
Click Apply.

The structure and components that meet your filter criteria appear.

To search for components within the structure:

Use the Search for Components within Structure field to further narrow your list of structure components.

In the Search for Components within Structure field, enter a key word.

Only those components that contain the key word text in the display format columns shown are listed in the results.

Using the Search for Components within Structure field in the Product Workbench

To edit a component's attributes:

Important: Before editing a component's attributes:

You must have edit privileges for the attribute group to change an attribute's value.
If an attribute is a parameter in a user-defined function, then updating the attribute's value updates the function’s result. For example, function-generated item names and descriptions update when a function’s parameter attribute value is updated. To learn about user-defined functions, see Creating User-Defined Functions for Item Attributes, Oracle Product Hub Implementation Guide.

Click Actions for one of the components in the structure, then click Change Attributes.

Alternatively, click the component's name link.

The item's Attributes drawer opens.

Tip: If you can see the attributes you want to change in the selected display format, you can edit the attribute values from the Structure: (item name) page by double-clicking a component row and changing one or more attribute values. Once you click a different row, the changed attribute values appear with an edit icon and the Change Action column displays a Change badge. Click Save. Once you save the change, the Change badge and the edit icon no longer appear.
Select one of the following attributes subtabs:
- Item Attributes
- Component Attributes
- Structure Attributes
In the Attributes drawer, expand an attribute group until the current value of the attribute you want to change appears.

Conditional Action: When you expand a multi-row attribute group, numbered rows appear. Expand a numbered row to view the current value of an attribute you want to change. To add a new row, right-click the multi-row attribute group, then click Add Attribute Row. To delete an existing row, right-click the multi-row attribute group, then click Delete Attribute Row.
Double-click the New Value field for the attribute you want to change. Enter or select the new value.

Changing an Item Attribute Value
Click Done.

The Attributes drawer closes. A Change badge appears in the Change Action field.
Click Save.

A confirmation message appears, informing you that your changes saved successfully.

To add a component to the structure:

In the Structure: (item name) page, at a structure level that allows the addition of components, click Actions, then Add Component.

Alternatively, right-click at an appropriate structure level, then click Add Component.

The Add Components drawer opens.
In the Items search field, enter a key word to search for a component.

The search results appear.

Searching for a Component to Add
Select one or more items to add as components.
Click Add.

The Add Components page opens.
Verify that each component listed has the correct values in the following fields. If not, double-click the field to change the value.
- Item Sequence
- Operation Sequence
- Quantity
- Inverse Quantity
- Effective From
- Effective To
Modifying Component Attributes Before Adding a Component
Click Add.

The added components appear as rows in the Structure: (item name) page with the Add badge in the Change Action column.
Click Save.

A confirmation message appears, informing you that your changes saved successfully.

To delete a component from the structure:

In the Structure: (item name) page, in a component row, click Actions, then Delete Component.

Alternatively, right-click a component row, then click Delete Component.

A Delete badge appears in the Change Action field.
Click Save.

A confirmation message appears, informing you that your changes saved successfully.

Related Topics

The HTML-based Product Workbench enables you to make changes to a structure and to any component's attributes at the same time in the context of a change order. When you open the HTML-based Product Workbench from a change order, the item's structure automatically appears using the Change Order display format.

Use the HTML-based Product Workbench to perform the following change order-related tasks for product structures:

To view all change orders associated with an item

Search for an item in the HTML-based Product Workbench. See Searching for Items.

The search results appear.
From the Product Workbench Items page search results, for a particular item, click More Actions, then click View Change Orders.

The item's Change Orders page opens.

Change Orders page

Tip: Alternatively, you can navigate to the same Change Orders page by searching for an item in the Item Catalog. From the search results, click the item link. From the item's Overview page, click the Change Management tab, then the Change Orders secondary tab.

To view structure changes related to one change order

You can select a revised item in a change order and then view the item's structure in the context of the change order. Navigate to the HTML-based Product Workbench from a change order using either of the following methods:

Find an item. From the item's Overview page, click the Change Management tab and continue to navigate to the Change Order Summary: (change order number) page.
Find a change order. This method is described in the following steps.

Find a change order. See Searching for Ideas, Issues, and Changes.

The change order search results appear.
From the change order search results, in the Number column, click a change order number link.

The Change Order Summary: (change order number) page opens.
From the Change Order Summary: (change order number) page, select an item in the change order, then click Edit Structure.

Change Order Summary: (change order number) page

Additional Information: You can also use either of the following methods to navigate to the Structure: (item name) page:
- From the change order's Revised Items page (the change order's Lines tab), select an item in the change order, then click Edit Structure.
  
  Revised Items page
- In the Revised Items page, select an item. Select the Structure subtab. Click Edit Structure.
  
  Revised Items page, Structure subtab
The HTML-based Product Workbench Structure: (item name) page opens in the context of both the default structure and the change order, using the default Change Order display format. The Change Action column displays a badge, indicating the type of structure change associated with the change order. The Change Notice column displays the change order number.

Conditional Action: If you click Edit Structure from the Revised Items page, Structure subtab, the HTML-based Product Workbench Structure: (item name) page opens in the context of the structure type, structure name, effectivity type, and change order that displays in the Structure subtab, using the default Change Order display format.

Structure: (item name) page

To find all changes within the structure

Since the default Change Order display format includes the Change Action and Change Notice columns, you can search the structure for the change order number using the change order number as a key word in your search.

In the Search Components within Structure field, enter the change order number, then press Enter.

Only the components with changes related to the change order number entered are listed in the results.

To add a structural change to the change order

If you view an item's structure in the context of a change order and then you edit the structure, the edits becomes part of the change order record.

View an item's structure in the context of a change order by following the steps listed previously in To view structural changes related to one change order.
Edit the structure by following the steps listed previously in To edit an item's structure.

Tip: If you can see the attributes you want to change in the selected display format, then you can edit the attribute values from the Structure: (item name) page by double-clicking a component row and changing one or more attribute values. Once you click a different row, the changed attribute values appear with an edit icon and the Change Action column displays a Change badge. Click Save. Once you save the change, the edit icon no longer appears.

Caution: You cannot modify user defined attributes for components and structures through a change order.

Changing a Component Attribute Value in the Structure: (item name) page

To view an item's structural change details by change order number

Although you can identify each changed component record and the associated change order number in the HTML-based Product Workbench, you must view the structural change details, such as the change to an attribute value, in Change Management.

Find a change order. See Searching for Ideas, Issues, and Changes.

The change order search results appear.
From the change order search results, in the Number column, click a change order number link.

The Change Order Summary: (change order number) page opens.
In the Change Order Summary: (change order number) page, click the Change Order Number link.

The change order's Overview page opens.
In the change order's Overview page, click the Lines tab.

The change order's Revised Items page opens.
In the change order's Revised Items page, select an item that you revised in the HTML-based Product Workbench.
In the Revised Item: (item name) region, click the Structure tab.

The Revised Item: (item name) region now lists each component change for the selected item and change order number. The New column displays the field values changed. The Action column displays whether a component was added, deleted, or changed.

Change Order Revised Items page, Lines tab, Revised Items secondary tab, Structure subtab
In the Revised Item: (item name) region, click the Attributes tab.
In the Attributes field, select an attribute group, then click Go.

The current and new attribute values of the changed attributes appear.

Change Order Revised Items page, Lines tab, Revised Items secondary tab, Attributes subtab

Related Topics