Process Child Organization Item Changes and Master Organization Item Approvals Concurrently

You can now use a commercialization change order to enrich child items while a new item request is in progress for the master item.  If you add an unapproved child organization item to a change order, the item won’t be approved until the new item request for the master organization and the change order for the child organization are both complete. If you opt in to this feature, you can use the productChangeOrdersV2 REST API to add the following to change orders:

• Unapproved commercial items for child organizations
• Unapproved engineering items for master organizations

Caption: Unapproved Child Item on Change Order

This feature enables you to get a head start on the additional enrichment or commercialization workflow processes for child item organizations without waiting for the new item request process to complete, thus expediting the preparation of products for commercialization.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product Management  No Longer Optional From: Update 24D

Tips And Considerations

• When you add an unapproved child organization item to a change order, the item's approval status will be based on the completion status of the new item request for the master organization.
  • If the change is completed but the new item request isn't completed, the approval status of the child item is set to Approved when the new item request is completed.
  • If the change isn't completed before the new item request is completed, the approval status of the child item is set to Change Order in Progress until the change order is completed. Once the change is completed, the approval status will change to Approved.

• Impact on configured rules:
  • If the new item request for the master organization item is completed before the change order for the child organization item is approved, rules that are based on child organization approval status ( Status = 'Approved') won't be triggered.  It's recommended that you use change order entry and exit criteria to validate child item data.  You must make adjustments to your configured rules and change order entry and exit criteria to support the validation requirements.
  • You can use configured rules to validate child organization item approval status (Status = ‘Change Order in Progress’).  Rule-related errors are recorded in the action log of the new item request.

• If you remove an unapproved child organization item from a pending change order, either by deleting or canceling the change order, then the child item must be added to a new change order to route it for approval. Once the child organization item has been added to a change order, it can't be approved through the new item request process.

• If an unapproved child organization item is on multiple change orders, the first child organization change order that becomes complete after the master organization new item request is complete will set the child organization item to Approved.

• You can’t add unapproved items to a change order through import.

• Unchanged behavior:
  • If you haven’t added an unapproved child organization item to a change order, then the new item request for the master organization item will approve both the master and child items.
  • You can't add unapproved master organization items to a change order.

Key Resources

• Oracle Supply Chain Management Cloud: Using Product Development guide, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Change Orders (ACA_MANAGE_CHANGE_ORDERS_PRIV)
• Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) 

These privileges were available prior to this update.