- Title and Copyright Information
- Get Help
- 1 Overview of Product Management
- Overview of Implementing Product Management
- Overview of Product Lifecycle Management and Product Hub
- Licensed Features
- Overview of Implementation Tasks
- Roadmap for Setting up Innovation Management
- Roadmap for Setting up Product Development
- Roadmap for Setting up Product Hub
- Roadmap for Setting up Supplier Portal
- 2 Item Organizations
- Setup Tasks for Item Organizations
- Item Organizations
- Organization Trees
- Item Definition Organization and Reference Organization
- Considerations While Creating Item Definition Organization and Reference Organization
- Convert a Reference Organization to a Definition Organization
- What's an item organization?
- 3 Items and Documents
- Setup Tasks to Define Items
- Manage Item Templates
- How Units of Measure, Unit of Measure Classes, and Base Units of Measure Relate to Each Other
- Item Lifecycle Phases
- Set Up Item Lifecycle Phases
- Define Product Child Value Sets
- Attachment Categories
- Manage Attachment Security
- Operational Attributes Controls
- Manage Transactional Attributes
- How You Manage Operational Attribute Groups
- Configure Extensible Flexfields or User-Defined Attributes
- User-Defined Item Attributes and Attribute Groups
- Create Extensible Flexfields or User-Defined Attributes
- Create Item Attribute Groups and Attributes
- Associate Attribute Groups and Pages to Item Classes
- Deploy Item Flexfields
- Manage Multiple Values for Extensible Flexfield Attributes
- Configure Extensible Flexfield Data Security
- Update Predefined Healthcare Attribute Groups and Attributes
- Item Attribute Groups and Attributes
- Create an Attribute for an Item Class
- Configure Attributes in Item and Change Order Context
- Configure Attribute Groups for Product Development
- Create Data Privileges for Attribute Groups
- Create Rules to Automatically Generate Fields for Items
- Create a Rule Set for an Item Class Attribute
- Item Classes
- Item Class Descriptive Flexfields
- Default Item Class
- Overview of Item Status
- Precedence of Applying Attribute Values to Items
- Set Up Data Security for Item Classes
- Identify Opportunities to Optimize Item Class Setup Using Diagnostic Test
- Check Dormant Data Inconsistencies Using Diagnostic Report
- Configure the Template for the Item Structure Report
- Overview of Configuring the Template for the Item Structure Report with Attributes
- Download the Template for the Item Structure Report
- Configure the Template for the Item Structure Report with Additional Attributes
- Configure the Template for the Item Structure Report with the Main and AML Attribute
- Upload the Configured Template for the Item Structure Report
- Verify the Configured Template for the Item Structure Report
- Set Default Tab and Subtab for an Item
- Setup Task to Manage Item Types
- FAQs for Item Classes and Attribute Groups
- Cross-Reference Types
- Item Descriptive Flexfields
- Overview of Import Items
- Related Item Subtypes
- Item Revision Descriptive Flexfields
- Trading Partner Item Descriptive Flexfields
- Build Item Keyword Index
- How You Migrate Item Keyword Index Values to Another Server
- Item Keyword Search Scheduled Process Actions
- Item Publication
- Set Up Document Classes
- Configure Reference Designator Options
- Secure Structures
- Enable Display of Use-Up Date
- FAQs for Defining Items
- What are item classes?
- How can I create an item class?
- Are there any restrictions when specifying the item class code?
- How can I create item class templates?
- What's lifecycle validation?
- What number generation methods are available?
- How can I promote or demote an item's lifecycle phase?
- What's the difference between lifecycle phase types and lifecycle phases?
- What does the All Values Required field, in the Definition Workflow Details table on the Item Management tab of the Edit Item Class task mean?
- Can mandatory definitions be inherited?
- Why can't I search for items across work areas?
- How can I create a new item structure type?
- How can I create items in both master and child organizations?
- Can I change the UOM deviation factors after I create an item?
- How can I modify the default value for the User Item Type attribute?
- 4 Catalogs
- 5 Manufacturers
- 6 New Item Requests
- Set Up New Item Requests
- New Item Request Workflow
- Configure Entry and Exit Criteria for New Item Requests
- Configure Automatic Promotion and Demotion in New Item Requests
- Configure the Definition Workflow for a New Item Request
- Configure the New Item Request Approval Phase
- Troubleshoot Access to New Item Requests
- FAQs for New Item Requests
- How can I configure new item request definition steps?
- Why am I not receiving the notification for the new item request?
- Can I disable new item requests for an item class?
- How do I know which definitions are mandatory when defining an item or viewing notifications?
- Can I mark certain attributes or business entities as mandatory for the user in a new item request?
- How can I set the sequence of attribute groups appearing in the new item request definition notification?
- 7 Change Orders
- Setup Tasks to Define Changes
- Understand Change Types
- Manage Change Reasons
- Manage Change Priorities
- Understand Change Order Statuses
- Configure Change Types
- Configure Automatic Promotion and Demotion
- Configure Interim Approval and Approval Status
- Configure Context Specific Attributes for Change Types
- Import and Export Change Type Configuration
- How to Add Additional Attributes to a Change Order Details Report
- Configure the Limit for Objects in Change Orders and New Item Requests
- Update Prompts Using the HCM Experience Design Studio Tool
- Troubleshoot Issues in Change Objects
- Debug Failed Processes
- FAQs for Change Orders
- Where are the change header attributes and change descriptive flexfield attributes displayed?
- What actions can I take on a change order when it's in the Completed status?
- In a change type, can I configure additional controls for the Draft status?
- How Item Approval Privilege is Validated at Role Level
- How can I create an attachment category for a change type?
- Can I set up a default reason for a change order?
- How can I set the reason code field on a change as a required field?
- Why am I not receiving change order and new item request approval notifications?
- What role will users require to view the change order details report?
- Can I create assignment rules on changes using flexfields?
- How can I prevent unsaved changes from disappearing when I switch between tabs?
- 8 Workflows
- 9 Access Control Lists
- 10 Product Rules
- Overview of Product Rules
- Rules and Rule Sets
- Define Rule Sets and Item Rules
- Example of Creating an Item Rule Set and Rules
- Item Rule Data Types
- Item Rule Syntax
- Item Rule Multirow Attribute Group Functions
- Item Rule Numeric Functions and Operators
- Item Rule Production Value Functions
- Item Rule String Functions
- Item Rule Logical Functions and Operators
- Item Rule Expressions with Business Entities
- Item Rule Utility Functions
- Item Rule Object Functions
- Item Rule Service and REST Functions
- Item Rules to Restrict Operations on Attributes, Structures, and AML for Engineering Items
- GTIN Assignment Rule
- Attributes Supported for Item Rules
- Analyze Rule Impact
- How You Use Custom Object Data in Rules
- How You Route Item Changes Through Change Types Using Rules
- How You Integrate With REST Services Using Rules
- Diagnostic Test for Rules
- Examples of Assignment and Validation on Items
- Example of Assigning Organizations Using Item Rules
- Example of Validating Organizations Using Item Rules
- Example of Defining Change Policies with Validation Rules
- Example of Changing Item Supplier Site Organization Associations Using Validation Rules
- Example of Validating Component Types Using Rules
- Example of Validating Item Class Changes with Rules
- Assignment and Validation on Changes
- Blending Rules
- FAQs for Product Rules
- 11 Product Spoke Systems
- 12 Advanced Catalogs
- 13 Product Management Search
- 14 Profile Options and Profile Values
- 15 Item Mass Update Configuration
- 16 Imports
- Overview of Importing Items
- Import Data Using FBDI
- Monitor Item Imports
- Import Formats
- Import Data Using Import Maps
- Import Catalogs with FBDI
- Import Regional Information
- Migrate PLM Objects Using FBDI
- Automate Data Import and Publication
- FAQs for Defining Imports
- How can I import different revisions of an item structure
- What kind of item relationships can I create with FBDI?
- How do I create Trading Partner Items with FBDI?
- How do I import a GTIN cross reference with FBDI?
- How do I import a Customer Item relationship item with FBDI?
- How do I import a MPN relationship item with FBDI?
- How do I import a competitor item relationship with FBDI?
- How do I import a related item with FBDI?
- How do I import Spoke System Item relationship to an item with FBDI?
- When importing items via FBDI, how does the system identify the items that must be updated? What are the key columns?
- 17 Guided Task Flows
- 18 Audit History
- 19 Product Lifecycle Management
- Define Product Innovation
- Define Product Development
- How Product Development Components are Configured
- Product Development Lookups
- Configure Item, Document, and Change Management in Product Development
- Configure Supplier Portal Users
- Troubleshoot Access to Objects on Supplier Portal
- Configure OTBI Reports for Items and Change Orders
- Export and Import Configured OTBI Reports
- Configure Integrations for Product Development
- 20 Workflow and Approval Management
- Overview of Workflow and Approval Management
- Best Practices for Managing the Workflow
- Set Up the Workflow
- Configure Approval Tasks Using BPM Worklist
- Task Assignment and Routing
- Approval Groups and Header Stages
- Change Order Approval Required Rules
- Configure the Signature Policy for Change Order Approval
- Examples of Entry and Exit Criteria
- Approval Rules
- Actions for Reviewers and Approvers
- Overview of BPM Workflow Notifications
- Configure Workflow Notifications
- Comments in Notifications
- Configurable Email Notifications
- Overview of Configurable Email Notifications in SCM
- Best Practices for Content and Layout in Workflow Notifications
- Configure Email Notification Template
- Add a Branding Logo and Change Other Shared Components in Workflow Notifications
- Use Quick Parts for Workflow Notifications
- Preview Changes and Upload Layout Templates for Workflow Notifications
- FAQs for Workflow and Approval Management
- What's the difference between Save and Commit?
- What happens if I start synchronization?
- Why am I prompted to start synchronization even after I have synchronized the data?
- How long does the flexfield synchronization process take?
- Why did the workflow stop responding?
- Why is my approval rule not working in a new item request?
- Why is the advanced mode required while defining rules in the header stage?
- Can I create dynamic approval groups for a line and for on-premise customers?
- Why did the change order get stuck in the workflow in spite of having optional approvers?
- What's the difference between reassign and delegate?
- Can I specify rules at different levels when using dynamic approval groups for change orders?
- How can I use BPM Worklist to configure the new item request or change order for autoapproval?
- Can I automatically skip a status in a change order depending on a rule?
- Can I restrict the visibility of an attribute group for roles and users added as approvers?