1Product Management Overview

This chapter contains the following:

Overview of Implementing Product Management

To start an implementation of Product Management, a user with the Application Implementation Consultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) must opt into the offerings applicable to your business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage the opt-in and setup of your offerings.

Product Management Cloud Offering

Configure how you create and manage items, catalogs and related processes, as well as the structures in a product lifecycle.

Use this offering to configure services that support the following work areas:

  • Ideas

  • Concepts

  • Portfolios

  • Product Development

  • Product Information Management

Note: Before you begin to set up Product Management, you must perform implementation tasks that are common to Oracle SCM Cloud offerings.

In the Setup and Maintenance work area, tasks are grouped within functional areas. Each functional area has a list of setup tasks. Complete the setup tasks for the functional areas that are applicable to the services you have subscribed to. These tasks are described in more detail in subsequent chapters. This table lists the offering and the associated functional areas.

For the full list of functional areas and features in this offering, use the Associated Features report that you review when you plan the implementation of your offering.

Functional Area Description

Product Requirements and Ideation Management

Enables your organization to set up processes that can manage new ideas and requirements for a product.

Concept Design Management

Enables your organization to set up processes that can manage conceptual design of a product.

Product Lifecycle Portfolio Management

Enables your organization to set up processes that can manage product lifecycle portfolio.

Product Development

Enables your organization to set up processes for product development.

Product Management Business Intelligence Analytics (if your users require BI Reports for Product Development)

Enables your organization to set up processes for using business intelligence analytics for product management.

Item Organizations

Enables your organization to set up and manage item organizations.

Items

Enables your organization to set up and manage items.

Catalogs

Enables your organization to set up and manage catalogs.

Structures

Enables your organization to set up and manage item structures.

Item Mass Update

Enables your organization to set up processes for mass update of items.

Advanced Catalogs

Enables your organization to set up processes for managing catalog mappings.

New Item Requests

Enables your organization to set up processes for managing new item request type and managing task configurations for BPM worklist.

Change Orders

Enables your organization to set up processes for managing change orders types.

Product Rules

Enables your organization to set up processes for creating and managing item rule sets.

Audit Trails

Enables your organization to set up processes for managing audit policies.

Product Spoke System

Enables your organization to set up processes for managing source systems, trading community source systems, lookups, and descriptive flexfields.

Item Batches

Enables your organization to set up processes for managing item classes.

Data Pool Integration

Enables your organization to set up processes for managing review codes, rejections codes, correction codes, and synchronize item data.

Suppliers for Product Management

Enables your organization to create suppliers in Procurement, and manage supplier type lookups.

Supplier Portal

Enables your organization to manage suppliers' portal.

Overview of Product Lifecycle Management and Product Hub

Oracle's Product Lifecycle Management (PLM) solutions, along with Product Hub, can be configured to work together in order to deliver comprehensive Innovation to Commercialization capabilities across the entire product value chain. Product Lifecycle Management consists of the Innovation Management and Product Development cloud services.

  • Oracle Innovation Management: Streamlines new product development and introduction processes with the following functional areas:

    • Product Requirements and Ideation Management: Allows employees and stakeholders to collaborate on product innovation ideas and record requirements. Product managers can integrate requirements with concepts in Concept Design Management, and ideas with proposals in Product Lifecycle Portfolio Management.

    • Concept Design Management: Offers a collaborative design workspace for product architects, designers and executives to generate, capture, analyze, and approve product concepts that address product strategy goals. Approved concepts can then be transferred directly to external PLM solutions for prototype planning, detailed design and product introduction.

    • Product Lifecycle Portfolio Management: Allows product portfolio managers to create, analyze, manage and revise product portfolios, to arrive at an optimal product mix.

  • Oracle Product Development: Enables you to manage product data and change orders while balancing cost.

  • Oracle Product Hub: Centralizes product data across heterogeneous systems so that it can create a blended product master record that is clean, standardized, accurate, and current. From products that you manufacture internally to finished goods that you source from suppliers, Product Hub enables you to aggregate, enrich, and share product data for various manufacturing and omni-channel commerce processes. Use robust business rules and workflows to make sure the data that you share across the enterprise is clean, complete, and valid. Rapidly commercialize products that use centralized product information for manufacturing, marketing, and sales across global manufacturing sites, sales channels, and trading partners.

Deploy each cloud service with configurations based on your required level of control and configuration.

Deployment Option Deployed By Level of Control and Configuration Speed of Adoption and Agility

Private Cloud

Oracle deploys and manages for you in an exclusive private cloud

Medium

Medium

Oracle Public Cloud

Oracle provides a subscription-based service

Low

High

Overview of Implementation Tasks

This topic outlines the sequence of setup tasks for implementing Product Management.

The sequence of tasks is split across the Cloud Service Administrator and Application Implementation Consultant roles.

Tasks for the Service Administrator Description

Step 1- Create a Primary Implementation User

For your consultants to access and begin your implementation process, create the primary implementation user for your lead consultant.

Once completed, this user can create additional users for the rest of the implementation team.

Tip: Oracle recommends that you set up your implementation users in the Test environment first. Migrate them to Production after they have been tested and validated.

To create the primary user, follow these instructions:

  1. Sign in with your user ID and password.

  2. Select Navigator> Security Console.

  3. Click Users.

  4. Click Add User Account.

  5. Provide the user attributes and click Add Role.

  6. To provision the new user with roles, search for the Application Implementation Consultant role. Select it and click Add Role Membership.

  7. Add the following Roles, at minimum:

    • IT Security Manager

    • Employee

    Close the window.

Notify your primary implementation team member that their user ID has been created. Give them their initial password.

Step 2- Create Implementation Projects

Optionally, create Implementation Projects in the Setup and Maintenance work area.

Step 3- Set up Key Implementation Users and Security Profiles

After your environments are provisioned, you as the Service Administrator have sufficient security abilities to create three implementation users with the necessary roles.

Examples:

  • TechAdmin: Can perform key technical duties, including functional setup and assigning security roles to users.

  • APPL_IMPL_CONSULTANT and SCM_IMPL_CONSULTANT: Can perform key functional duties, including functional setup.

You may decide to replace or refine these initial users, but these users have all the access required to get you started.

Tasks for Application Implementation Consultant Description

Step 4- Create Data Roles and Assign Security Profiles

You can secure data by provisioning roles that provide the necessary access rights.

Data roles apply explicit data security policies on job and abstract roles. Create and maintain data roles in the Authorization Policy Manager.

Assign a predefined security profile to relevant job or abstract roles using the Oracle Human Capital Management (HCM) setup task Manage Data Role and Security Profiles.

The following job and duty roles are shipped with the product. You can copy these to create additional roles as necessary:

Innovation Management:

  • Product Design Engineer: Concept Development Duty

  • Product Design Manager: Concept Management Duty

  • Product Management VP: Portfolio Management Duty

  • Product Manager: Product Proposal Management Duty

  • Product Portfolio Manager: Portfolio Management Duty

  • Employee: Idea Management Duty

Product Development:

  • Product Manager: Product Development Duty

  • Employee: Idea Management Duty

Product Hub:

  • Product Manager

  • Product Data Steward

Step 5- Create End Users

To create end users, follow these instructions:

  1. Sign in with your user ID and password.

  2. Select Navigator> Security Console.

  3. Click Users.

  4. Click Add User Account.

  5. Provide the user attributes and click Add Role.

  6. To provision the new user with roles, search for the relevant role and click Add Role Membership.

Note: Innovation Management includes additional steps.

Step 6- Perform Common Application Configuration

For more detailed information on common implementation tasks for all SCM products, see Oracle Applications Cloud Implementing Common Features for SCM guide.

Roadmap for Setting up Innovation Management

The Innovation Management configuration tasks are as follows:

Task List Description

Define Product Requirements and Ideation Management

  • Manage Product Idea Classes

  • Manage Product Idea Statuses

  • Manage Product Requirements Classes

  • Manage Product Requirements Statuses

  • Manage Product Requirements and Ideation Lookups

Use this task list to configure ideas, and requirements specifications.

Define Concept Design Management

  • Manage Product Concept Classes

  • Manage Product Concept Component Classes

  • Manage Product Concept Statuses

  • Manage Product Concept Lookups

Use this task list to configure concepts and concept components.

Define Product Lifecycle Portfolio Management

  • Manage Proposal Statuses

  • Manage Product Portfolio Classes

  • Manage Portfolio Statuses

  • Manage Product Portfolio Planning Periods

  • Manage Product Portfolio Lookups

  • Manage Portfolio and Product Rule Sets

Use this task list to configure proposals and portfolios.

Roadmap for Setting up Product Development

The Product Development configuration tasks are as follows:

Task List Description
  • Manage Item Organizations

  • Manage Organization Trees

Use these tasks to define item organizations for Product Management.

  • Manage Item Classes

  • Manage Item Attribute Groups and Attributes

  • Manage Lifecycle Phases

Use these tasks to define items.

  • Manage Change Order Types

  • Manage Change Order and New Item Request Header Descriptive Flexfields

  • Manage Change Order Entry and Exit Rule Sets

Use these tasks to define change orders.

  • Manage Structure Component Descriptive Flexfields

  • Manage Product Development Lookups

Use these tasks to define structure component and lookups.

Roadmap for Setting up Product Hub

In the Setup and Maintenance work area, tasks are grouped in functional areas. You can view and implement them through the Product Management offering. These tasks are described in more detail in subsequent chapters.

Task List Description

Define Item Organizations for Product Management

You must define at least one item organization in order to take any actions with items. You can optionally set up organization trees to create a hierarchy of organizations to be used in various places throughout the application.

Define Items

There are several required and optional setup tasks that must be completed prior to working with items including:

  • Item Profile Options: These are defined for you. You should review these settings to confirm they meet your business needs.

  • Lifecycle Phases: You must create lifecycle phases and those must be assigned to the item class used to create the items or to a parent item class of the item class used to create the item.

  • Product and Child Value Sets: Required for creating item rules.

  • Attachment Categories: You can optionally define attachment categories.

  • Attributes and Attribute Groups: Create attributes and assign them to attribute groups.

  • Item Classes: You must create at least one item class before you can create items.

  • Various Flexfield tasks: These are optional tasks used to gather additional item data.

  • Deploy Item Flexfields: You must deploy flexfields after you create a new item class or make changes to any flexfields.

  • Item Statuses: These are seeded for you.

  • Item Types: 37 types have been seeded for you. You can edit or create additional types.

  • Cross Reference Types: Optional task for defining cross references between two items.

  • Download Import template, Upload Item Data, Load Interface File, Import Items, Monitor Item Imports: Use these tasks if you are importing you item data into Product Hub.

  • Item Subtypes: Optional task for defining item subtypes.

Manage Functional Area Catalogs

The setup task in this task list is used to define functional area catalogs. Non-Product Hub customers use the Manage Functional Area Catalog task to create and manage catalogs. Product Hub customers complete these tasks in the Product Information Management work area.

Define Change Orders

Creating change order types is required before you can create change orders. You must also define the task configurations and manage the approval groups. You can optionally define change reasons, priorities and statuses.

Define Product Rules

You must create rules and rule sets if you plan on using product rules for validating or assigning data to items.

Define New Item Requests

Similar to defining change orders, you must set up task configurations and approval groups prior to creating new item requests.

Define Product Spoke Systems

This task list is used to define spoke or source systems.

Define Advanced Catalogs

Product Hub customers can use this task list to define catalog mappings.

Define Item Mass Update Configuration

Used to create import formats and assign them to an item class.

Define Item Import Batch Configuration

Used to create import batch formats and assign them to an item class.

Define Audit History for Product Management

You can optionally define audit policies if you want to track who made what changes and when they were made.

Product Data Stewards need to carry out the following tasks before supplier users can begin managing their products in Product Hub Portal.

Required Setup Description

Associate the Job Role with the Supplier User

All supplier users need to be assigned the Supplier Product Administrator job role for accessing Product Hub Portal.

Define Spoke Systems

Separate spoke systems must be setup for every supplier who uploads product data.

Item Class Security

Item class security needs to be setup for the supplier users who upload product data. On the Edit Item Class page Security tab, the Supplier Product Administrator job role needs to be given item data privileges similar to other job roles such as the Product Data Steward.

Define a Default Catalog

The default catalog must be set using the Manage Advanced Item Profile Option task.

Create Catalog Category Mappings

Mappings between the categories of the default catalog and item class need to be setup for deriving the item class of supplier products.

Set up Item Extensible Attributes for Product Hub Portal

Use the Edit Item Class task in the Setup and Maintenance work area to expose item extensible attributes to suppliers. Attributes are selected on the Product Hub Portal subtab in the Pages and Attribute Groups tab of the Edit Item Class task.

Set up Import Maps

Import maps are used to allow suppliers to import their product data with generated pre-defined templates. Import Maps must be set to External in order for suppliers to access the associated templates.

Note: Supplier and Supplier User setup is handled in the Oracle Fusion Procurement. For more information, see the Oracle Procurement Cloud Implementing Procurement guide.