Redwood: Record History for Trading Partner Items and Item Relationships

You can record the trading partner item history using the Redwood History User Interface for the following entities:

  • Manufacturer Item
  • Manufacturer Item Relationship
  • Manufacturer Item Attachment
  • Supplier Item
  • Supplier Item Relationship
  • Supplier Item Attachment
  • Competitor Item
  • Competitor Item Relationship
  • Competitor Item Attachment
  • Customer Item
  • Customer Item Relationship
  • Customer Item Attachment

To view the history of a trading partner item, go to the Product Management History page and select Trading Partner Item History in the context switcher as shown in the following screenshot.

Product Management Trading Partner Item History

Product Management Trading Partner Item History

Changes made to all the trading partner items are displayed on the Product Management Trading Partner Item History page. You can see when a change was made, who made the change, and the changes that were made.

Product Management Trading Partner Item History Records

Product Management Trading Partner Item History Records

You can also perform the following actions on this page:

  • Search for history records based on trading partner item number, attribute name, or user
  • Use the suggested filters beneath the Search box to narrow down the history search results
  • Select a predefined View to quickly change the layout of the history table
  • Export the history records
  • Save your searches to use them again later

You can also view the history of a trading partner item on the trading partner item’s History tab as shown in the following screenshot.

Trading Partner Item History Tab

Trading Partner Item History Tab

You can configure the attributes for which you want to record history using the Product Management History Configuration page. On this page, you can also do the following from the Trading Partner Item History > Settings tab:

  • Disable autocomplete on the Product Management Trading Partner Item History page.
  • Enable grid table on the Product Management Trading Partner Item History page.
  • View the old and new values in session language by default on the Product Management Trading Partner Item History page.

Capture Item Relationships History

You can capture history for the following item relationship entities:

  • Manufacturer Item Relationships
  • Linked Supplier Item Relationships
  • Supplier Item Relationships
  • Linked Manufacturer Part Number Relationships
  • Customer Item Relationships
  • Competitor Item Relationships
  • GTIN Item Relationships
  • Related Item Relationships
  • Cross-reference Item Relationships
  • Spoke System Item Relationships
  • Links Item Relationships

In addition to item relationship history, you can also capture history of the following item entities:

  • Structure Reference Designators
  • Structure Substitute Components
  • Item Supplier Associations
  • Packs
  • Pack Components
  • Item People
  • Item Extensible Flexfield Security
  • Item Revision Extensible Flexfields
  • Item Supplier Extensible FlexFields
  • Item Revision Descriptive Flexfields

Capture Formatted Description History

You can capture history of changes for the Formatted Description attribute of an item.

Formatted Description History

Formatted Description History

Add the Formatted Description attribute to Product Management Item History Configuration for recording its history.

Enhanced Item History Security

You can now give granular access to Product Management Item History reports using the following privileges instead of using the View Product Management History Reports (EGP_VIEW_AUDIT_REPORTS) privilege:

  • View History Reports (EGP_VIEW_HISTORY_REPORTS_PRIV) - This privilege secures the Product Management History page and the quick links.
  • View Item History Report (EGP_VIEW_ITEM_HISTORY_REPORT_PRIV) - This privilege secures the Item History report on the Product Management History page.
  • View Item Context History Report (EGP_VIEW_ITEM_CONTEXT_HISTORY_REPORT_PRIV) - This privilege secures the Edit Item History tab.

View Old and New Values in Session Language

On the Product Management Item History and Trading Partner Item History pages, you can view the old and new values of the history records in the session language in which they were captured using the language switcher.

Base and Session Language Switcher

Base and Session Language Switcher

The Base Language switch is selected by default. You can default the Session Language switch using the Default Session Language setting on the Settings tab of the Item History and Trading Partner Item History Configuration pages. 

You can also add the Language attribute to the Item History or Trading Partner Item History View to know the session language in which the old and new value were captured.

These features enhance compliance and accountability by creating a time-stamped audit trail for every change, capturing who made each change and when. This reduces risk, streamlines audits, and speeds up root-cause analysis to improve data integrity and governance.

Steps to enable and configure

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

  • Enable Redwood Trading Partner Items by running the Upgrade Product Management Data scheduled process to migrate all the existing trading partner item data to the new tables.
  • Enable the Redwood Record History opt in.
  • Assign privileges to the users who need to access Product Management History Configuration page for setting up the trading partner item attributes for which history must be captured.
  • Assign privileges to the users who need to view the trading partner item history.
  • Enable the Trading Partner Item History object:
    1. Go to the Product Management work area.
      The Product Management page is displayed.
    2. In the Actions section, search for and select History Configuration.
      The Product Management History Configuration page is displayed.
    3. On the Trading Partner Item History card, select Enable.

Set up the trading partner item attributes for which you want the history to be captured:

  1. On the Product Management History Configuration page, select the Trading Partner Item History card.
    The Trading Partner Item History page is displayed.
  2. Select Add.
    The Select and add attributes drawer is displayed.
  3. Select and add the attributes for which you want to capture the history and select Add.
  4. Select Save.

Tips and considerations

  • Trading Partner Item History is recorded for Redwood Trading Partner Items only.
  • It’s highly recommended to disable the classic Audit for the Trading Partner Items.
  • Use the Upgrade Product Management Data scheduled process to:
    • Migrate classic Audit setup to Redwood Trading Partner Item History Configuration: Set the Feature option to Migrate classic audit setup to Redwood.
    • Migrate classic Trading Partner Item Audit data to Redwood Trading Partner Item History: Set the Feature option to Migrate classic trading partner item audit data to Redwood.
  • Classic Audit setup data for a particular Trading Partner Item entity isn’t migrated to Redwood Trading Partner Item History Configuration even if one attribute of that Trading Partner Item entity is added to Product Management History Configuration.
  • After migrating classic Trading Partner Item Audit data to Redwood Trading Partner Item History, you must rebuild the Trading Partner Item history index from the Product Management History Configuration page. Alternatively, after enabling Trading Partner Item history from the Product Management History Configuration page for the first time, the index rebuild process is submitted automatically.
  • If you’ve enabled both classic Audit and Redwood Trading Partner Item History, and later migrate classic Trading Partner Item Audit data to Redwood Trading Partner Item History, duplicate rows are created in Redwood Item History.
  • History for the 4 trading partner item attachment actions—Check-In, Checkout, Cancel Checkout, and Download aren't migrated.
  • It’s recommended to assign the history roles or privileges to a super user who has access to all Trading Partner Item data.
  • Creating, updating, and deleting Trading Partner Item relationships from an item, captures these changes in Item History as well as the Trading Partner Item History.
  • Creating, updating, and deleting Links Item relationships from an item, captures these changes for the source and target business objects.
  • For insert action type history rows, only one history row is captured for the Trading Partner Item entity creation. Similarly, when migrating classic Trading Partner Item Audit data to Redwood Trading Partner Item History, only one insert action type history row is created in Redwood Trading Partner Item History. The Attribute Group, Attribute, Old Value, and New Value columns are blank for these history rows.
  • Attributes of the following item entities aren’t available in Redwood History Configuration. Classic Audit setup is used to record the history of these item entities:
    • Packs
    • Pack Components
    • Item People
    • Item Extensible Flexfields Security
    • Item Revision Extensible Flexfields
    • Item Supplier Association Extensible Flexfields
    • Item Revision Descriptive Flexfields

Key resources

  • Oracle Fusion Cloud SCM: Using Product Master Data Management Guide, available on the Oracle Help Center.
  • Oracle Fusion Cloud SCM: Implementing Product Management Guide, available on the Oracle Help Center.

Access requirements

Users who are assigned a configured job role that contains these duty roles and privileges can access this feature:

  • Duty role and privileges to access trading partner item history records:
    • Manage Product Management History Reports (ORA_EGP_AUDIT_REPORTS_DUTY)
    • View Trading Partner Item History Report (EGP_VIEW_TPI_HISTORY_REPORT_PRIV)
    • View Trading Partner Item Context History Report (EGP_VIEW_TPI_CONTEXT_HISTORY_REPORT_PRIV)
    • View History Reports (EGP_VIEW_HISTORY_REPORTS_PRIV)
    • GET Product Management Index REST (EGP_GET_PM_INDEX_REST_PRIV)
    • Manage Search View REST (EGP_MANAGE_SEARCH_VIEW_REST_PRIV)
    • Manage System Searches (HRC_MANAGE_SYSTEM_SEARCHES_PRIV)
    • Use REST Service - Saved Searches (HRC_REST_SERVICE_ACCESS_SAVED_SEARCHES_PRIV)
    • Get Redwood Settings REST (EGP_GET_REDWOOD_SETTINGS_REST_PRIV)
    • Access HCM Common Components (HRC_ACCESS_HCM_COMMON_COMPONENTS_PRIV)
  • Duty role and privileges to set up trading partner item history:
    • Manage Product Management History Configuration (ORA_EGP_AUDIT_CONFIGURATION_DUTY)
    • Manage Product Management History Configuration (EGP_MANAGE_AUDIT_CONFIGURATION_PRIV)
    • Manage Product Management Index REST (EGP_MANAGE_PM_INDEX_REST_PRIV)
    • GET Product Management Index REST (EGP_GET_PM_INDEX_REST_PRIV)
    • Rebuild Product Management Indexes (EGO_REBUILD_PRODUCT_MGT_INDEXES_PRIV)
    • Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV)
    • Grant Search Framework Manager Permissions (FND_SEARCH_FWK_MGR_PRIV)
    • Get Redwood Settings REST (EGP_GET_REDWOOD_SETTINGS_REST_PRIV)
    • Manage Redwood Product Management Settings (EGP_MANAGE_REDWOOD_PM_SETTINGS_PRIV)
    • Manage Redwood Settings REST (EGP_MANAGE_REDWOOD_SETTINGS_REST_PRIV)

A few of these privileges were available prior to this update.