Configure Item, Document, and Change Management in Product Development
To access the Product Development configuration screen, on the Tasks side tab click Manage Configurations (in Settings). Ensure that you have a role with the Setup Product Innovation privilege.
Settings Tab
Use the Settings tab to:
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Select the organization that all items in the Product Development work area must belong to.
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Enable document management and set the root class for documents.
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Select the organization used for calculating item cost.
Items Tab
Use the Grade section to configure Item Grading rules.
The Item Grading rules allow you to configure whether the BOM score in Product Development should be based on a letter or number grade. The predefined rules that you select are considered in the Item Grade score calculations.
Use the Life Cycle Phase section to configure item lifecycle phases as Released, Unreleased, or Obsolete. Depending on this configuration, the My Favorite Items information tile (on Product Development overview page) displays the number of released, unreleased, and obsolete items.
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To avoid configuration errors, start with defining an item template that's used to create Product Development items. This template must include the default values for attributes like Lifecycle Phase, Item Status, Primary Unit of Measure, and so on. To do this, run the Manage Item Classes task in the Setup and Maintenance work area. Select the Product Management offering and Items functional area.
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If you're using Product Development and Innovation Management together, you must also link the same default item template in the Product Development connector configuration. To do this, run the Manage Target System task in the in the Setup and Maintenance work area. Select the Product Management offering.
Use the Manufacturer Part Status Definitions section to classify manufacturer parts statuses and map to known system statuses such as Approved or Unapproved.
Use the Item Attributes Display Settings section to configure operational attributes that you want displayed as part of item's general information.
Change Orders Tab
Use the Change Orders tab to configure the Cycle Time Threshold in Days for Change Types.
For each Change Type, define a time limit by which the change order (for that change type) must be approved. The values that you configure here are used to display unreleased changes that are within the time limit, and those past the deadline.
To create Change Types, run the Manage Change Order Types task in the Setup and Maintenance work area.