Overview of Change Orders and Change Requests

Change orders and change requests let you process changes to items, and documents. Change orders allow you to markup the required changes, and the changes become effective on approval. But change requests don't provide any markup.

Note: Change objects may be referred to generally as change orders, change requests, or changes. However, when being specific about change types that your company may use to create individual change objects, you must differentiate between change order and change request types.

As a product manager you can manage change orders. Your users can:

• Create change orders within predefined change types.

• Author and view product changes.

• Submit changes for review and approval.

• Track change statuses.

• Implement changes on a scheduled date.

To ensure successful and validated completion of change orders, changes are submitted through a formal review and approval workflow.

Change Types

You can create change orders based on the predefined change types setup by your administrator. To create a change type:

In the Setup and Maintenance work area, go to the following:

• Offering: Product Management

• Functional Area: Change Orders

• Task: Manage Change Order Types

Note: For details of all notifications in Product Management, see View Product Management Notifications on the Oracle Help Center.

To use change orders, you must create at least one change type. The change type can be end-dated if it's not used in any change orders that have a workflow in progress.

To create a change type based on predefined types:

In the Setup and Maintenance work area, go to the following:

• Offering: Product Management

• Functional Area: Change Orders

• Task: Manage Change Order Types

This table provides information on the predefined change types and supported features.

Change Type	Description	Supports Revision Control	Supports Audit Report	Supports Redline Modifications
Engineering Change Order	Used when tracking major changes during the design phase of the item. The revision number is automatically incremented when you make changes.	Yes	Yes	Yes. Displays the following modifications in redline: item detail, EFF, structure, AML and attachment.
Change Order without Revision Control	Used when revision control isn't required or when changes are minimum. For example, replacing an existing manufacturer part with a similar part supplied by another manufacturer.	No	Yes	Yes. Displays the following modifications in redline: AML, EFF, and item detail.
Change Request	Used when suggesting changes for a released item. For example, a supplier could request changes in certain specifications.	No	No	No
Deviation Change Request	Used when deviating from a process or specification for a specific time period. For example, suggesting the use of a substitute component as a temporary means of resolving an issue.	No	No	No
Commercialization Change Order	Used during the commercialization phase of the product. Can be created and edited in Product Information Management. Also available in Product Development as read-only.	Yes	No	Yes
Problem Report	Used to implement Quality Management for engineering design and development through Oracle Product Development Cloud. It's also required to enable supplier collaboration for issue identification and resolution. A problem report is a type of quality issue, such as a defect, deficiency, or a significant variation in a product's expected appearance or performance. This change type is applicable only for users in the Quality Management work area.	No	No	No
Corrective Action	Used to implement Quality Management for engineering design and development through Oracle Product Development Cloud. It's also required to enable supplier collaboration for issue identification and resolution A corrective action is a type quality action to mitigate a quality issue and prevent its further occurrence. This change type is applicable only for users in the Quality Management work area.	No	No	No

Note: The 8D corrective action is 'inherited from' the predefined corrective action change type and hence you can't view it in the drop-down list of change types in manage change types.