Contents

• Title and Copyright Information
• Get Help

1 Overview of Product Management

• How You Use the Product Information Management Work Area
• Overview of the Product Information Management Work Area
• How You Use and Personalize Infolets in Oracle Fusion Cloud SCM and Procurement
• What You Can Do in Product Master Data Management
• Manage Worklist from the Product Information Management Work Area

2 Item Creation

• Item Lifecycle Phases
• Create Items
• Public Items
• View Item Details
• Copy Items
• Created From
• Item Revisions
• Add Packaging Strings to Items
• Create and Edit Trading Partner Items
• Use Clipboard
• Generate Item Structure Report
• View Audit History for an Item
• FAQs for Item Creation
  • What's an item?
  • What's an engineering item?
  • Are there any restrictions when viewing or editing engineering items ?
  • How can I change an item to an engineering item?
  • What happens if I select more than one item template?
  • Can I change the lifecycle phase on an obsoleted item?
  • How can I create a new revision?
  • Can I Delete Trading Partners?
  • Will the approved manufacturers list (AML) I add in Product Development show up in Product Information Management?
  • Sometimes why aren’t new items visible after creating multiple items or importing items?
  • What’s the difference between manufacturers and trading partners?

3 Item Specifications and Attributes

• Item Specifications and Attributes
  • Item Specifications and Attributes
  • Item Attributes
  • Manage Transactional Attributes
  • Required Item Attributes
  • Additional Item Attributes
  • User-Defined Item Attributes and Attribute Groups
  • Healthcare Attributes
    • Associate Healthcare Attributes With Items
• Interdependent Item Attributes
• Item Specification Reference
  • Item Asset Management Specifications
  • Item Costing Specifications
  • Item General Planning Specifications
  • Item Inventory Specifications
  • Item Invoicing Specifications
  • Item Lead Times Specifications
  • Item Main Specifications
  • Item MRP and MPS Planning Specifications
  • Item Order Management Specifications
  • Item Physical Specifications
  • Item Process Manufacturing Specifications
  • Item Purchasing Specifications
  • Item Receiving Specifications
  • Item Service Groups Specifications
  • Item Structure Specifications
  • Item Web Store Option Specifications
  • Item Work in Process Specifications
  • Item Healthcare Specifications
• Update UOM Values After Creating an Item
• Checks Performed for Item Attribute Changes

4 Item Relationships and Associations

• Types of Item Relationship
• Manage Item Relationships
• FAQs for Item Relationships and Associations
  • What are item relationships?
  • How are cross-reference types created?
  • How can I create my own related item relationship type?
  • How can I validate Global Trade Item Numbers (GTIN) ?

5 Structures and Structure Types

• Overview of Structures
• Structure Types
• Valid Component Attributes and Structure Types
• Validation Rules for Structures and Components
• Item and Operation Sequence

6 Create Structures

• How You Create Structures
• Common Structures
• Structure Details
• View Structure Details—Classic
• View Structure Details—New

7 Manage Structures

• Update Product Structures
• Replace a Component
• Perform Guided Task Flow to Mass Replace Components
• Delete Structures
• Valid Parent Component Relationships
• Criteria for Editing Structures

8 FAQs for Product Bundles and Structures

• What's a structure attachment?
• What are item and component attachments?
• What's a substitute component?
• How can I reinstate a parent item in a structure that contains obsolete components?
• How can I remove an obsoleted component from an item structure?
• What happens to structure creation if I enable lifecycle validation?
• What's a reference designator?
• What's a structure loop?
• How can I compare item structures?
• How can I create development structures for an item?
• What's the difference between common item structures and copied item structures?
• What happens if I associate an item attachment category with the item structure type?
• What happens if I enable Use Primary for Expansion validation?
• How can I define additional attributes?
• What's the significance of start and end dates on a structure name?
• What happens if I select Default WIP Supply Value for Components?
• How can I control the loading of item data into the configurator?
• In a structure, how can I manage mismatches in lifecycle phase?
• Why are the Operation Sequence and Material Control attributes unavailable in item structure?

9 Item Packs

• Pack Types
• Manage the Packaging Hierarchy
• FAQs for Item Packs
  • What's managing packaging information?
  • What attributes participate in a rollup?
  • How can I create item packs?

10 Item Attachments

• Overview of Item Attachments
• What's the difference between item attachments in the Product Hub and Product Development?
• Will attachments I add in Product Development show up in Product Information Management?

11 Data Security

• Data Security Privileges for Accessing Items
• Data Security Privileges for Creating Items
• Data Security Privileges for Updating Items
• Data Security Privileges for Viewing Items
• Data Security for Trading Partners

12 Function Security

• How to Define View-Only Access for Items

13 Catalogs and Categories

• Create Catalogs
  • How Catalogs Work Together
  • Catalog Details
  • Catalog Formatting
• Manage Catalogs
  • How Various Catalog Hierarchies Fit Together
  • Relationship Between Categories and Catalogs
  • Category Hierarchy Reports
  • Catalog Category Association
  • Date Enablement for Catalogs and Categories
  • Create Categories
  • Items to Categories Assignment
  • What Can You Edit on the Edit Catalog Page
  • Category Details
  • Category Edits
  • Catalog and Category Attachments
  • Category Moves
  • Category Sharing
  • Default Catalog Assignment
• FAQs for Catalogs and Categories
  • How can I define category hierarchies?
  • How can I add categories?
  • How can I add shared categories?
  • How can I add images to a catalog or category?
  • How can I duplicate categories?
  • What is catalog mapping?

14 Item Quality

• Overview of Quality Issues and Actions
• Create Problem Reports and Corrective Actions
• View Quality Issues and Actions for Items

15 Search

• Search the Work Area (Classic)
  • Choose Parameters for Task-Based Item Search
  • Use Quick Search to Find Items in the Work Area
  • Search for Multiple Items
  • Search for Users By Using Actual Names
• Use Product Management Search (New User Experience)
  • Search Region
  • Search Results
    • View Data Presence Indicators
    • Using Views in Product Management Search
    • Additional Features
    • Search Query Example
  • Search for Workflows, Approvals, and History
• Access Key Product Management Information and Tasks Using Product Management Landing Page
• Product Lifecycle Management Navigator
• FAQs for Search
  • What's the difference between searching and browsing?
  • How many rows can be exported from the Manage Items page search results?
  • How do I search for an item using a related customer item number?

16 Item Mass Changes

• How You Make Item Mass Changes
• How You Purge Automatically Generated Import Maps
• Commit Options for Item Mass Changes
• FAQs for Item Mass Changes
  • How can I update item attributes using a spreadsheet?
  • Can I update the unique key attributes in multirow-extensible-flexfield groups?
  • What's the difference between common item structures and copied item structures?
  • How can I update item supplier site organization attributes using a spreadsheet?

17 Guided Task Flows

• Perform Guided Task Flows
  • Perform Guided Task Flow to Mass Update Item Attribute Changes
  • Perform Guided Task Flow to Mass Replace Components
  • View Guided Task Flow Status

18 New Item Requests

• Create New Item Requests
• New Item Request Workflow
• Understand New Item Request Notifications
• New Item Request Notifications — New Format
• Define Items
• Infolets for New Item Requests
• What Happens to New Item Requests Without Approvers
• FAQs for New Item Requests
  • Why is the newly created new item request unavailable in the new item requests infolet on the home page?
  • In a new item request, what's the difference between submit and quick submit?
  • How can I promote a new item request?
  • Can new item requests be automatically promoted and demoted?
  • What are the workflow phases of a new item request?
  • How can I associate items with a new item request?
  • What's an action log?
  • How can I post a comment in new item request?
  • How can I request a comment in a new item request?
  • Can I approve only two out of three item lines in a new item request?
  • Can I process a change order for a child organization item before completing the new item request for the same item in the master organization?
  • How can I move lines (items) from a new item request?
  • How can I cancel a new item request?
  • How can I delete a new item request?
  • How can I demote a new item request?
  • When can items be added to a new item request?
  • What happens when I add a new user to a role that's assigned to an ongoing definition task?
  • Why did the workflow stop responding?
  • Why is my approval rule not working in a new item request?
  • Why don't I see all items in the new item request notification?
  • Why does the new item request approval notification appear blank?

19 Supplier Collaboration

• Manage Item Supplier Associations
• How to Manage Supplier Access
• FAQs for Supplier Collaboration
  • What's the difference between item supplier associations and the approved supplier list?

20 Item Status

• Overview of Item Status
• FAQs for Item Status
  • How can I change an item's status?
  • How can I make changes to item organizational assignments?
  • Can I make changes to item organization assignment and route it for approval through a change order?

21 Change Orders

• Overview of Change Orders
• Create Change Orders
• Manage Change Orders and Change Requests
• Modify Assignee
• Use Similar Interface for Engineering and Commercialization Changes
• What Change Orders Modify
• Manage Tasks in Change Orders and Change Requests
• Change Order Attachments
• Propagate Changes for Each Organization
• Edit Items from Change Orders
• Edit a Change Order
• Change Order Workflow
• Change Order Actions
• How to Use the Action Log on a Change Order
• How Application Validates Change Assignee
• Cancel Change Lines
• Move Change Lines
• Change Order Approval Process
• Add or Remove Participants in Current Status
• Understand Role Expansion in Change Orders
• Change Order Notifications
• Approve Selected Change Lines
• Considerations for Managing Flexfields in Items and Change Orders
• Considerations for Managing Attachments in Items and Change Orders
• FAQs for Change Orders
  • How can I create a new change order based on an existing change order?
  • Why am I unable to create a change order?
  • What's the difference between an affected object and a change line?
  • How can I view the list of change orders that are on hold or canceled?
  • Why am I unable to view extensible flexfields on change orders in the Product Information Management work area?
  • What are valid objects for change order attachments?
  • How many objects can I add to a change order or new item request?
  • Can I set a default priority for my change order or new item request?
  • How can I find details about changes to an item in a change order?
  • How can I find details about changes to an item component in a change order?
  • How can I move change order lines?
  • What's the difference between Withdraw and Remove?
  • How can I secure the change order created in the Product Information Management work area?
  • Why am I unable to assign the item to a change order?
  • Why does the change order display information in side tabs instead of horizontal tabs?
  • Why am I unable to edit the change order?
  • Can I modify the find number when the item is on a change order?
  • Can I cancel a change line in an approved change order?
  • What's the difference between cancel and terminate actions in a change order?
  • Why did the change order approval prompt for a comment and password?
  • Why did the change order fail on approval?
  • How can I restart the change order workflow which is on hold when the approval is in progress?
  • Why am I unable to add or remove approvers during the change order approval?
  • How can I remove a participant from the change workflow?
  • Can I edit multirow extensible flexfield attributes from the item page or without using a change order?
  • Why did the Scheduled change order get promoted automatically?
  • Why did the change order workflow restart automatically?
  • Why am I unable to update the task status in the change order?
  • In a change type, can I configure additional controls for the Draft status?
  • How can I set the reason code field on a change as a required field?
  • Where are the change header attributes and change descriptive flexfield attributes displayed?
  • Why am I unable to edit the extensible flexfields on the change order?
  • How do I know whether my approval is required or optional for a change order?
  • How can I know whether the entire change order (or new item request) was rejected or if a few items were rejected?
  • How can I find out the change order used for propagating changes and the change order created by propagation?
  • Why should I claim the change order approval?

22 Data Imports

• Overview of Manage Imports
• Import Style and SKU Items with Import Maps

23 Batch Imports

• Create Item Import Batches
  • Overview of Item Batches
  • Item Batches
  • Item Batch Options
  • Available Options to Check Data Quality for Item Batches
  • Item Batch Import and Scheduling Options
  • Item Batch New Item Request Options
  • Item Batch Change Order Options
  • Considerations for Item Batch Change Order Options
  • Item Batch Structure Options
  • Item Batch Pack Options
  • Best Practices for Item Import Performance
  • Best Practices for Item Structure Import Performance
• Manage Item Batch Details
  • Unconfirmed Items in Item Batches
  • Confirmed Items in Item Batches
  • Relationships in Item Batches
  • Category Assignments in Item Batches
  • Imported Items in Item Batches
  • Excluded Items in Item Batches
  • Cross-References in Item Batches
  • Reject Item Batches
  • Reassign Item Batches
  • Item Batch Completion
  • Purge Imported Item Interface Tables
• FAQs for Batch Imports
  • Can I add items to a batch if it is not assigned to me?
  • How do I perform an impact analysis?
• Import Items Using Import Maps
  • Importing Item Data Using Import Maps
  • How You Import Item Data Using Import Maps
  • Functions for Import Map Expressions
• Import Item Attachments
  • Manage Item Attachments by Import
• Import Descriptive Flexfields
  • How You Import Descriptive Flexfields
• FAQs for Item Import
  • What are the required attributes for adding items to a batch?
  • Can I map attributes of multiple item classes in a single import map?
  • Can I change the item class of an item during import using an import map?
  • Can I delete a batch if it is not assigned to me?
  • Can I import multibyte characters using import maps?
  • Can I import double quotation marks using CSV files and import maps?
  • How can I set existing attribute values of items to null during import?
  • How can I import line breaks when importing items using import maps?
  • Why can’t I change the edit item batch options for new item request or change order?

24 Supplier Products

• Overview of Managing Supplier Products
• Overview of Creating Supplier Products
• Create Supplier Products
• Supplier Product Uploads
• Upload Products with Smart Spreadsheets
• Review Supplier Uploads
• How You Can Schedule File Uploads in Product Hub Portal
• Worklists and Notifications in Product Hub Portal

25 Data Quality

• Check Data Quality
  • Data Quality
  • Check Data Quality for Items
• Matching
  • How Items are Matched
• FAQs for Data Quality
  • When does data quality checking occur?
  • How can I use attribute groups to control data quality?
  • Can I bypass the data quality check while creating an item?
  • What happens if I remove some items from the data quality results for multiple items?
  • What happens if the data quality results for a new item aren't satisfactory?
  • What happens if I don't accept the results after running a data quality check?
  • Why can't I see the Data Quality dialog box during item matching?

26 Item Identification

• Numbers, Descriptions, and Rules
• Number Generation Methods
• Generate Numbers and Descriptions with Rules
• What are the Various Methods for Submitting Items to the Update Process
• FAQs for Item Identification
  • What happens if item numbers are allowed to change?

27 Item Publication

• Publish Item Objects
• Define Publication Options for a Spoke System
• Define the Schedule and Parameters for the Scheduled Process
• Define Profile Options to Publish Items
• Access Payload Generated by the Publication Scheduled Process
• Purge Publication History Records for Spoke System
• What's Published in the Publication Payload
• Manage Publication Maps
• FAQs for Item Publication
  • What happens if I don't select any objects on the spoke system to publish?
  • Will all items in Product Hub be published?
  • Which items will be published?
  • Can I select items from specific child organizations to publish?
  • Which item entities are supported for publication?
  • How can I chunk the data of the publication process?
  • How can I modify the values of the item publication profile options?

28 Item Deletion

• Obsolete Products and Services Using Delete Groups
  • Group Deletions of Items, Structures, New Item Requests, and Change Orders
  • Item Supersession
  • Delete Items In Bulk
• Identify Deleted Entities Using Deletion Business Events

29 Healthcare Integration

• Enrich Your Product Information From an External Healthcare Catalog
  • Item Enrichment - Initial Setup
  • Enrich Your Item Master
• Sync Item Information With Oracle Health
• Sync Item Information With Epic