Take Action on Items and Documents

Here are the actions available on items and documents:

• Assign to Change Order or Assign to Change Request: quickly assign the item or document to a new change order or change request.

• Save As: create an item or document from the one you're working on.

  The primary unit of measure and item attribute values are copied from the item you're working on; you can modify these values in the Save As dialog box.

  The item lifecycle phase is copied from the template defined in the item class. Note that this value is unavailable in the Save As dialog box.

• Delete: mark an item for deletion and add it to a delete group. You can create a new delete group or add the item to an existing group.

  To confirm the item deletion use Manage Delete Group available in the Tasks panel. The item must meet the deletion constraints so that it's not used in any structure or change order.

  In case you want to again use the item and it can't be deleted due to constraints, you must restore the item.

• Send Object: send a message about the business object to another user.

  Messages displaying the list of recipients can be sent to a single or multiple users. This feature works for items, documents, and change orders.

• Generate Report: generate an item structure report that displays the main attributes of component items as well as descriptive flexfields and AML. You can configure the attributes that you want to display in the report template.

  Note:

  • To generate the item structure report, you will require the BI Consumer role and the Generate Item Change Order Report (EGO_GENERATE_ITEM_CHANGE_ORDER_REPORT_PRIV) privilege.

  • You can generate the report only in Product Development or the Product Information Management work area and not within Oracle Analytics Publisher. Note that the template is configured using Oracle Analytics Publisher.

• Download Attachments: download item and manufacturer part attachments for either first or all structure levels. You can choose from options and specify which attachments you want to include in your download when you select Download Attachments from the Actions menu of a change.

  If you choose Single level and select Include manufacturer part attachments, then the root item's attachments including its manufacturer part attachments are downloaded.

  If you choose All levels and select Include manufacturer part attachments, then the item and its structure attachments including manufacturer part attachments at all structure levels are downloaded.

  Note:

  • You can only download attachments for the manufacturer parts for which you have permission to access.

  • Downloaded attachments appear in Zip files with subfolders showing the item structure hierarchy. You can find manufacturer part attachments in the AML subfolder.

• View Reports: view the configured Oracle Transactional Business Intelligence (OTBI) reports for the item.

  You can search for specific reports or view the configured reports. You can also view specific context options such as Structures, Where Used, AML, and more.

• Publish for Analysis: publish the structure and where used data for analysis in Oracle Transactional Business Intelligence (OTBI).
  To publish data for analysis, click Actions > View Reports > Publish.

  Note: Ensure that all users who need to publish data for analysis have the View Product Management Reports (ACA_VIEW_PRODUCT_MANAGEMENT_REPORTS_PRIV) privilege to view reports. This is true for suppliers as well, if you intend to have them run scheduled processes for structure and component reports directly in OTBI or through the Reports and Analytics side tab.

• Create Quality Issue: a quality issue is a defect, deficiency, or a significant variation in an item's expected appearance or performance.

• Create Quality Action: a quality action is a necessary activity required to mitigate a quality issue and prevent its further occurrences.

Note:

• The availability of an action depends on your privileges and the administrative setup.

• Some of the tasks can also be accomplished from other user interface components.

This action is found only on items (not documents):

• Refresh Cost: retrieve the latest costs for the item or structure, and to perform the cost rollup.