How to Add Additional Attributes to a Change Order Details Report

You can use the existing template for the Change Order Details Report to copy and add additional attributes from the Product Development or Product Information Management work area.

Prerequisites to Edit the Template

• Download Oracle BI Publisher plug-in for Microsoft Office (Accessible to Windows users; not MAC or other users)
• Download the Change Order Listing Report Sample XML file from BI Publisher at > Catalog/Shared Folders/Supply Chain Management/Product Management/Items/Change Orders/Change Order Listing Report Data Model/Properties/ Attachment/Sample Data/ChangeOrderListingSampleData.xml
• Modified templates are refreshed every 24 hours by default after you upload them to the BI catalog. Set up the profile option BIP_CLIENT_REFRESH_TIME to control the refresh interval. For details, see the support note: Doc ID 2697006.1 on My Oracle Support.

To Copy the Template

1. In the Oracle Transactional Business Intelligence Catalog page, navigate to Shared Folders > Supply Chain Management > Product Management > Items > Change Orders to create a Change Order Details Report template.
2. Click Edit and download the RTF template to the desired folder.
3. Select Change Orders.
4. Select the Change Order Listing Report and click the More drop-down list.
5. Select the Customize option to:
   • Edit the existing default report layout, or
   • Add a new report layout by duplicating the existing default report layout.

Note: You can select any report layout.

To Add Additional Attributes

Once all the prerequisites are in place, you can download the sample .xml file, open the .rtf file and add the data in the template.

• While configuring the template, you can insert data from the existing XML file. For existing attributes, you can drag or insert the attribute.
• If the attribute doesn’t exist in the XML file, use the placeholder <ATTR_GROUP> and render a condition to bring in the Extended Flexfields (EFFs), Descriptive Flexfields (DFFs), main item attributes, and user-defined attributes. You can render a condition for item redlined attributes and the <ATTR_GROUP> appear as sections.

Here’s an example.

Let’s say you want to configure the Change Order Details report to display redlined item changes in a table format and conditionally display only a few EFFs for items. For example: Chip Specs, PLM_Compliance, and Processor_Details.

1. Open the RTF template file, navigate to the BI Publisher tab and click Conditional Region.
2. Select Field and write a condition or place the condition you want in the Advanced section. In this example, the condition is: <?if:ATTR_GROUP_NAME='Chip Specs' or ATTR_GROUP_NAME='PLM_Compliance' or ATTR_GROUP_NAME='Processor_Details'?>
3. Place the condition before the attribute group (ATTR_GROUP_NAME)
4. Add C (start condition) in the Data field and select the field type as Date/Text.
5. Click the Advanced tab in the Conditional Region and paste the condition.
6. Click OK. You can see that C (the start condition) and EC (the end condition) appear against the field.
7. Click OK and save the RTF file.

Note:

• As a best practice, keep the header attributes untouched and change the rest of the data.
• To include a redlined attribute, insert a conditional format before the attribute name with the statement <?if:ATTR_NAME!='Change Action'?>

Attribute Groups You Can Configure in the Change Order Listing Report

You can configure the attributes that are already available in the default report and also change the format of the report. Here’s a list of attribute groups that you can configure in the Change Order Detail Report RTF file.

• Change Order Information: You can configure all the Change Header main attributes such as Change Name, Change Number, Description, Type, Priority, and so on. Also includes Global and Context descriptive flexfields and extensible flexfields.
• Change Line Details: Attributes containing details of the change lines.
• Affected Item Attributes: Attributes of the affected items, which include:
  • Item General Information Attributes
  • Operational Item Attributes
  • Item Global and Context Descriptive Flexfields
  • Item Extensible Flexfields

To Upload the Template

After you configure the template for the change order details report, your last step is to upload the configured template.

1. In the Oracle Transactional Business Intelligence Catalog page, navigate to Shared Folders > Supply Chain Management > Product Management > Change Orders.
2. In the drop-down list for the Change Order Listing Report, click Customize.
3. Click Add New Layout. The options for creating a layout and uploading or generating a layout appear.
4. In the Upload or Generate Layout section, click the Upload icon.
5. In the Upload Template File dialog box,
   • For the Layout Name, enter a name of your choice.
   • Click Browse, go to the RTF file, select it, and click Open.
   • In Type, select RTF Template.
   • In Locale, select English.
6. Click Upload.

To verify the configured template for the Change Order Details Report, you can click the Actions menu of a change order and generate a report.