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Oracle Fusion Supply Planning – Mass updating Sourcing Rules/Assignments thru ADFDI

Business has a common requirement to mass update sourcing rules/sourcing assignments frequently for the Supply Planning/GOP Assignment Set. Sourcing assignments can be updated thru standard user interface screen (Manage Assignment Sets, but it has to updated one by one and takes a lot of time. Oracle provided an additional feature in Oracle Fusion to mass update sourcing assignments thru ADFDI (Excel Add-on).

Prerequisite:

  • Download ADFDI Plug-In: Fusion Instance > Tools > Download Desk Integration Installer

assignment rules in oracle fusion

  • Install the Plug-In on your desktop
  • Enable Macros in the Excel (Open Excel -> File > Options > Trust Center > Trust Center settings > Macro settings)

assignment rules in oracle fusion

Mass updating sourcing assignments :

  • Navigation: Supply Chain Planning > Supply Planning > Tasks > Manage Assignment Sets > Search for the planning assignment set

assignment rules in oracle fusion

  • Edit in Spreadsheet
  • Downloads “SourcingAssignmentRTxx” Excel file

assignment rules in oracle fusion

  • Open the “SourcingAssignmentRTxx” Excel file
  • Once the excel file is opened, it will prompt you to connect to the Oracle Fusion environment
  • Connect to the target environment using your fusion credentials

assignment rules in oracle fusion

  • Click on search button from the toolbar > Brings sourcing assignment data from Fusion into Excel

assignment rules in oracle fusion

  • Make the necessary updates

assignment rules in oracle fusion

  • Once the updates are done, Please click on “Upload” to save the changes.

assignment rules in oracle fusion

  • Click on Ok for the above dialog box

assignment rules in oracle fusion

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Revision History

Pre-update and post-update tasks, optional uptake of new features (opt in), feature summary, quality management, redwood experience, generate a list of inspection characteristics based on inspection details using generative ai, perform quality inspections using the redwood experience, manage inspection plans using the redwood experience, manage inspection levels using the redwood experience, product lifecycle management, create guided journeys for redwood pages, autocreate uom conversions when adding a packaging string to an item, calculate runtime transaction uom conversions with generated item data, update unit of measure for an item, query item revisions using the new item revision lov rest service and additional attributes using the existing items lov rest service, enrich your product information from an external healthcare catalog, selected product hub bug fixes in this update, selected product development & product hub bug fixes in this update, analyze structure details in level structure view, enhance manufacturer management, track affected object redlines and other updates on changes, search and analyze workflows, important actions and considerations.

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Module Feature Notes
07 JUN 2024     Created initial document.

assignment rules in oracle fusion

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The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

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Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle Fusion Cloud SCM: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

  • Click Navigator > My Enterprise > New Features .
  • On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
  • On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
  • Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

  • Click Navigator > My Enterprise > Offerings .
  • On the Offerings page, select your offering, and then click Opt In Features .
  • On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
  • On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Configure Offerings .

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Column Definitions:

Features Delivered Enabled

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Actions and Considerations

These features were built in Redwood, Oracle’s next-generation user experience. Redwood brings state-of-the-art, consumer-grade user experiences across devices to the sophisticated enterprise scenarios that Oracle enables.

As a quality engineer, you can invoke the Generative AI to create or suggest a list of inspection characteristics based on the preliminary information.

With Generative AI enabled for inspection plan authoring in Redwood experience, you can fast-track the creation of a quality inspection plan. On the Inspection Plan page, click the new AI Assist button to generate a list of suggested inspection characteristics that you can review and include in the quality document.

AI Suggestion Generation

AI Suggestion Generation

Do the following

  • Enter preliminary information in inspection details, such as inspection type and relevant object like item, asset, resource, and so on.
  • Click the AI Assist button on top of the inspection plan table.
  • Review, edit, and accept the proposed inspection characteristic(s) returned.
  • Proposed inspection characteristics are part of the quality inspection plan.

This new capability is enabled for all inspection types:

  • Work in Process

Business Benefits:

  • Fast tracked creation of inspection plans
  • Improved efficiency
  • Reduction in labor costs

Steps to Enable

This feature will only be available when the feature Manage Inspection Plans using the Redwood Experience has been enabled. Follow these steps to enable this feature:

  • In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.
  • On the Manage Administrator Profile Values page, search for and select the ORA_QA_INSPECTION_PLAN_REDWOOD_ENABLED profile option code.
  • In the Profile Values section, set the Site level to Y.
  • Click Save and Close. Changes in the profile value will affect users the next time they sign in.

The button to use to generate AI suggestions isn’t enabled by default. Your administrator needs to make this button visible using Visual Builder Studio. For more information on using Visual Builder Studio, see the  Overview of Using Visual Builder Studio  topic on Oracle Help Center.

Key Resources

  • Watch the Generate a List of Inspection Characteristics Based On Inspection D etails using Generative AI demo.
  • You can also watch the related demo: Manage Inspection Plans using the Redwood Experience .

Access Requirements

Access to this feature is through the following privilege:

  • Edit Inspection Plans

An inspection allows you to perform quality checks at key points in the supply chain process that represent the specific data that you want to collect and report on.

You can now perform ad hoc quality inspections in the Redwood pages:

  • Create new inspections

Create Inspection

Create Inspection

  • Perform inspections

Enter Inspection Results

Enter Inspection Results

  • Search all types of inspections, including the ad hoc and inline inspections

Search Inspections

Search Inspections

With this update, you can accomplish more work much faster.

  • Apply a result to multiple samples at once.

Apply Result to Mutiple Samples

Apply Result to Multiple Samples

  • View more result values at a time while performing an inspection.
  • Use enhanced filtering capabilities, for example display only pending result values.

Filter Results

Filter Results

  • More efficient and consistent user experience
  • Enhanced search capabilities

Follow these steps to enable or disable this feature:

  • On the Manage Administrator Profile Values page, search for and select the ORA_QA_INSPECTIONS_REDWOOD_ENABLED profile option code.
  • In the Profile Values section, set the Site level to Y or N. The default value is N.
  • Y = enables the feature
  • N = disables the feature

Tips And Considerations

  • The Quality Management landing page infolets do not navigate to the Redwood user experience at this time.
  • Guided Journeys have been implemented for all pages
  • Watch the Perform Quality Inspections using the Redwood Experience demo.

Access to this feature is through the following privileges:

  • Edit Inspection Results
  • View Inspection Results

An inspection plan contains inspection characteristics that represent the specific data that you want to collect and report on to determine conformance to specification requirements. It also contains information about when and how often you collect that data.

You can now manage inspection plans in the Redwood pages:

  • Step 1: Inspection Plan Details

Specify Inspection Plan Details

Specify Inspection Plan Details

  • Step 2: Inspection Plan Specifications

Inspection Plan Specifications

Define Inspection Plan Specifications

  • Step 3: Inspection Plan Applicability

Specify Applicability of Plan

Specify Applicability of Plan

  • Edit inspection plans
  • Manage inspection plans

Manage Inspection Plans

Manage Inspection Plans

Additionally from the inspection plans page you can

  • Search for an inspection plan

Search for Inspection Plans

Search for Inspection Plans

  • Create a new version of an inspection plan

Create a New Version

Create a New Version

  • Duplicate an inspection plan

Duplicate Plan

Duplicate Plan

  • A view only version of the inspection plans pages are not available at this time.
  • Guided Journeys have been implemented for all pages.
  • Watch the Manage Inspection Plans using the Redwood Experience.
  • You can also watch the related demo Generate a List of Inspection Characteristics Based On Inspection Details using Generative AI .
  • View Inspection Plans

An inspection level determines the relative amount and frequency of the inspection. You create an inspection level and associate it with a receiving or work in process inspection plan.

You can now manage inspection levels in the Redwood experience:

  • Create inspection levels

Create Inspection Level

Create Inspection Level

  • Edit inspection levels

Edit Inspection Level

Edit Inspection Level

  • Search inspection levels (using keyword and filters)

Manage Inspection Levels

Manage Inspection Levels

You now also have the ability to manage inspection levels through the newly created Inspection Levels REST service.

  • On the Manage Administrator Profile Values page, search for and select the ORA_QA_INSPECTION_LEVEL_REDWOOD_ENABLED profile option code.
  • Business Rules have been implemented for all pages
  • Watch the Manage Inspection Levels using the Redwood Experience demo .
  • Edit Inspection Levels
  • View Inspection Levels

SCM Common Components

A guided journey helps users complete tasks by facilitating a business process. Administrators can create a guided journey to embed tutorials, company policies, and best practices at the page or section level. For example, a guided journey could be created to help an employee place a sales order.

NOTE:  In this update, guided journeys aren't yet supported on all Redwood pages.

Let’s take a closer look at the use-case scenario of an employee placing a sales order. For example, you could create a guided journey that provides a checklist of tasks for the employee to do before creating or revising a sales order. The text is yours to enter, tailored to the needs of your particular use case and company. In the following example, you have a checklist to complete in the panel that opens. You could also link to an external website or video for additional guidance.

Guided Journey Example of Administrator-Specified Help Text (Right Pane)

Guided Journey Example of Administrator-Specified Help Text

In the following example, you can see guided journey tasks at the page and section level. The page-level guided journey tasks are displayed as a train stop below the Create Sales Order guided journey header, with two dots that correspond to two tasks in the journey. The section-level guided journey tasks are below the first row of fields at the left side of the page.

Guided Journey Tasks Examples at the Page and Section Levels

Guided Journey Tasks Examples at the Page and Section Levels

Create a Guided Journey

At a high level, creating a guided journey is a two-step process:

  • Create a guided journey template.
  • Associate the guided journey tasks at the page or section level using VB Studio in Express mode.

Create a Guided Journey Template

  • Navigate to My Client Groups > Show More > Employment section > Checklist Templates .   
Field Tip
Checklist Code

When you click in the field, it autopopulates with a journey code based on the name you entered. You can change the code if desired, but it must be unique among your journeys. You will use this code later to associate a guided journey with a page using VB Studio in Express mode. Note the checklist code for later use.

Category

Select Guided Journey. Only guided journeys are supported currently.

  • Click the General tab and enter a description for the guided journey. Note that Draft is displayed in the Status field.
  • Click the Tasks tab and click Create to add tasks to the guided journey.
  • (Optional) Click the Message tab and add a title to the guided journey.
  • (Optional) Click the Security tab to enable data security or restrict access based on role.
  • Click Save and Close .
  • Activate the template by changing the status from  Draft  to  Active in the General tab . The journey is ready to use.

Associate a Page

To determine whether you can extend a specific page using Oracle Visual Builder Studio (VB Studio), go to the page and open the Settings and Actions menu. Look for the Edit Page in Visual Builder Studio task.

Settings and Actions Menu

Settings and Actions Menu

If you don’t see the  Edit Page in Visual Builder Studio  task, then you can’t use VB Studio to edit the page, either because you're not assigned the necessary privileges to edit pages in VB Studio, or because the page can't currently be edited in VB Studio.

When you open a page in VB Studio, you can extend it only using Express mode. Advanced mode isn’t supported. Express mode is displayed in the VB Studio header region.

Header Region in VB Studio Showing Express Mode

Header Region in VB Studio Showing Express Mode

To associate a guided journey to a page in VB Studio Express mode:

  • Navigate to the page you want to associate with the guided journey.
  • Select the Edit Page in Visual Builder Studio task in the Settings and Actions menu.
  • Navigate to the Page Properties section (formerly the Constants tab). Wait for the page to load completely before proceeding to the next step.

Property Name in VB Studio

Field Name in the Guided Journey Template

Description

journeyCode

Checklist Code

Page-level journey code field.

JourneyCode

Code

Section-level journey code field, where is the camel-case name of the section.

Page-Level (Left) and Section-Level (Right) Journey Code Fields in VB Studio

Page-Level (Left) and Section-Level (Right) Journey Code Fields in VB Studio

  • Click Preview to see your guided journey before publishing it.
  • Click Publish when you are finished with your changes.

See the Guided Journeys Configuration Using Page Properties section of the Extending Redwood Applications for HCM and SCM Using Visual Builder Studio guide for a worked example.

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Prerequisites

Before you can start working with VB Studio, a systems administrator must complete some initial setup. For instructions, see Set Up VB Studio to Extend Oracle Cloud Applications .

Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to ensure the ORA_PER_JOURNEYS_ENABLED and ORA_PER_GUIDED_JOURNEYS_ENABLED profile options are set to Y at the site level. These profile options enable journeys.

  • Create guided journeys at the page or section level.
  • Associate guided journeys in VB Studio Express mode only. VB Studio in Advanced mode isn’t supported for journeys.
  • Create only guided journeys for Oracle Fusion Cloud SCM and Oracle Fusion Cloud Procurement. Other types of journeys, such as contextual and survey, aren’t supported.
  • Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to see a list of the available profile options.
  • Use the Checklist Lookups task in the Setup and Maintenance work area to see a list of the available lookups.
  • Set Up Oracle Visual Builder Studio –  Learn how to create a VB Studio instance.
  • Get Started with Oracle Visual Builder Studio   –  Learn how to create a workspace in VB Studio and the prerequisites for enabling guided journeys.
  • Extending Oracle Cloud Applications in Visual Builder Studio Express Mode  and  Extending Redwood Applications for HCM and SCM Using Visual Builder Studio   – Learn how to extend your pages with guided journeys using VB Studio in Express mode.
  • Implementing and Using Journeys – Learn how to create and use journeys. Although this guide was written for Oracle Fusion Cloud HCM, the concepts apply to Oracle Fusion Cloud SCM, too.

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Manage Journey (ORA_PER_MANAGE_JOURNEY_TEMPLATE)
  • Administrator Sandbox (FND_ADMINISTER_SANDBOX_PRIV)

These privileges were available prior to this update.

Product Hub

Prior to this update, to define the item-specific intraclass UOM conversions, you had to follow a two-step process:

  • Make sure the item is created in the Product Information Management work area.
  • Populate the computed UOM conversion using the Manage UOM Intraclass Conversions page in the Setup and Maintenance work area.

In this update, you can define item-specific intraclass UOM conversions in a single step by assigning a packaging string to the item when the item is created or updated. When saving the item record, based on the item’s packaging string definition, Oracle Product Hub automatically stores the item-specific UOM conversion for every UOM present in the packaging string. For example, if you assign the packaging string Ea 12/CRD 5/PK 4/CTN to the item RXJY 17 mg Tablet , then Product Hub adds the following item-specific UOM conversions to the database:

Item

From UOM

To Base UOM (Each)

RXJY 17 mg Tablet

Card

12

RXJY 17 mg Tablet

Pack

60

RXJY 17 mg Tablet

Carton

240

The autocreated item-specific conversion will be available in the Manage UOM Intraclass Conversions page in read-only mode. If you want to change the conversion factors, you must modify the packaging string assignment to the item as needed.

The following image shows a packaging string assigned to an item when the item is being edited.

Edit Items Page – Packaging String Assigned to an Item

Edit Items Page – Packaging String Assigned to an Item

The following image shows the conversions for the packaging string on the Manage UOM Intraclass Conversions page.

Manage UOM Intraclass Conversions Page – UOM Conversions for Packaging String

Manage UOM Intraclass Conversions Page – UOM Conversions for Packaging String

This feature benefits your business by the following:

  • Product Data Steward can perform their job more effectively and with greater efficiency because they can specify the packaging string and create intraclass UOMs when the item is created or updated.
  • Reduces superfluous navigation steps by eliminating the need to create the intraclass UOMs in the Setup and Maintenance work area.
  • Creates a new reporting table with various UOM entries to enable improved reporting by leveraging these values, which will be tailored to the specific needs of each business unit.
  • Reports actionable insights faster for downstream processes (for example, Inventory, Order  Management, Purchasing, and so on.)

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Product Management

  • If you want to use the Autocreate UOM Conversions When Adding a Packaging String to an Item feature, then you must opt in to its parent feature Automate UOM Conversion Set Up with Packaging Strings that Specify Eligible Units for the Item . If you’ve already opted in to this parent feature, then you don’t have to opt in again.
  • After availing this feature, if you update a packaging string assignment for an item, the update must meet the data validation constraints as detailed in Automate UOM Conversion Set Up with Packaging Strings that Specify Eligible Units for the Item .
  • If you aren’t availing this feature, Oracle Product Hub won’t autocreate the item-specific UOM conversion even if you assign a packaging string to the item.
  • Refer to the Add Packaging Strings to Items topic in the Oracle Fusion Cloud SCM: Using Product Master Data Management guide, available on the Oracle Help Center .

Refer to the What's a UOM Intraclass Conversion? topic in the Oracle Fusion Cloud SCM: Implementing Common Features for SCM, available on the Oracle Help Center .

Users who are assigned a configured job role that contains this privilege can access this feature:

  • Manage Item (EGP_MANAGE_ITEM_PRIV)

This privilege was available prior to this update.

Calculate transactional requests involving units of measure (UOM) using generated data from a table of conversions. The table contains a set of conversions for all primary UOMs (for example, package or box) and models the conversions to the primary UOM of an item instead of the base UOM (for example, each) in the parent class. When you enable this feature, the list of values for eligible UOMs associated with an item is retrieved from the table instead of calculated from setup data.

Use this new opt-in feature to improve performance. All valid calculations to and from the primary UOM for each item are stored for faster transactional use. Enabling this feature will also provide additional functionality built using the table of generated conversion data. If you opt in, the assignment of packaging strings to an item will automatically set up intraclass conversions for that item and filter the UOM choices to only use those units participating in the packaging string.

Offering: Manufacturing and Supply Chain Materials Management

This feature affects UOM lists of values and the conversions between UOMs across multiple products. Access to this feature is controlled by the privileges that are required for access to those products.

You can update the primary and secondary UOMs of the item after the item is created and approved using the Item Import scheduled process. Two new columns—New Primary UOM and New Secondary UOM are introduced in the import map and FBDI import template for this purpose. You can’t update the UOM of the item in the following conditions:

  • Structure exists for the item.
  • Substitute components exist for the item.
  • Costing exists for the item.
  • Item is tracked as an asset in the asset management.
  • Sales order
  • Service contract
  • Project contract
  • Purchase order
  • Inventory transaction
  • Work order as the product or operations
  • Shipping transaction
  • Intraclass UOM conversions
  • The new UOM must belong to the same UOM class as that of the substitute item relationship defined for the item.
  • The new UOM can’t be in violation of the existing primary GTIN relationship defined for another item.

This feature benefits your business by providing improved flexibility to update item UOMs after the item is created and approved, and when there are no transactions in downstream systems.

You don't need to do anything to enable this feature.

  • Watch  Item Management, Data Consolidation and Analytics Readiness Training .
  • Refer to the Oracle Fusion Cloud SCM: Using Product Master Data Management guide, available on the  Oracle Help Center  to understand the various checks that are performed when the UOM is updated.
  • Maintain Item Main Group Data (EGO_MAINTAIN_ITEM_MAIN_GROUP_DATA)

You can use the Item Revisions List of Values (LOV) REST resource to get a filtered list of item revisions that can be used as a data set in a list of values. This REST resource provides basic details of the item revision such as the revision code, revision description, start dates, end dates, and others. You can use the Item Revisions LOV REST resource to build a list of values using the Oracle Visual Builder Studio. This feature gives your enterprise additional flexibility and efficiency when retrieving product revision data. The following is the list of attributes for an item and organization:

  • Description
  • Effectivity Date
  • Implementation Date
  • End Effectivity Date

In addition to the preceding list, the Items List of Values (LOV) REST resource is enhanced to give access to additional item details of the item. You can efficiently query an additional 26 item attributes:

  • Child Lot Enabled
  • Cycle Count Enabled
  • Default Grade
  • Default Lot Status
  • Expiration Action
  • Expiration Action Interval
  • Grade Controlled
  • Inventory Item
  • Stock Locator Control
  • Lot Control
  • Lot Merge Enabled
  • Lot Split Enabled
  • Lot Status Enabled
  • Lot Translate Enabled
  • Maturity Days
  • Restrict Locators
  • Retest Interval
  • Revision Control
  • Defaulting Control
  • Secondary Unit of Measure
  • Serial Number Control
  • Serial Status Enabled
  • Lot Expiration Control
  • Shelf Life Days
  • Tracking Unit of Measure

 This feature benefits your business by programmatically allowing you to:

  • Query your item revisions using the Items Revisions LOV REST resource
  • Query additional attributes using the enhanced Items LOV REST resource

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

  • The Enforce Data Security profile option (ORA_EGO_ENFORCE_DATA_SECURITY) determines whether to enforce the data security for the Items LOV REST resource.

The Item Search Character Limit profile option (ORA_EGP_ITEM_SEARCH_CHAR_LIMIT) determines the minimum number of characters needed for searching items in the Items LOV REST resource.

  • Refer to the REST API for Oracle Fusion Cloud SCM guide, available on the  Oracle Help Center .

You can easily enrich your supply chain item master with trading partner information, standardized codes, GUDID information, product classifications, and product operational information using a predefined integration with an external healthcare catalog provider.

Prerequisite

  • A license agreement with an external healthcare catalog provider.
  • Deploy existing healthcare library. The standard integration with external healthcare catalog provider works with the predefined healthcare library. For additional details about healthcare library, see Use Predefined Extensible Flexfield Attributes for Maintaining Healthcare Product Data . Two new attributes called Surgical Instrument and Reprocessed have been added to the existing attribute group Healthcare Additional Attributes.

Item Enrichment Process

Following is the process for enriching items:

  • Creates a filter using a predefined spoke system called External Healthcare Catalog and predefined attribute called Register with External Healthcare Catalog . Create filters for items that need enrichment with the external healthcare catalog provider.
  • Schedules the Product Hub Publication Job scheduled process for every four hours to publish the list of items that need enrichment to Oracle WebCenter Content.
  • Downloads the zip files using the REST services.
  • Fetches all manufacturers setup in Oracle Product Hub using the REST service.
  • Finds the relevant enrichment record based on a match with item description, supplier name, and supplier part number.
  • Loads a manifest file and a data enrichment file to WebCenter Content. A new predefined read-only import map called Item Enrichment with External Healthcare Catalog will be used in the manifest file.
  • Invokes the Schedule Product Upload Job scheduled process using the REST service once a day to execute the update on Product Hub and monitor the status of the job. The Product Data Steward can discuss the schedule with external healthcare catalog provider.
  • Communicates with Product Data Steward for resolution if the record enrichment fails.

The following screenshot shows the item enrichment process with the external healthcare catalog provider.

Item Enrichment With External Healthcare Catalog Provider

Item Enrichment With External Healthcare Catalog Provider

  • Publishes the SCM item master items to the External Healthcare Catalog seamlessly.
  • Eliminates duplicate items with autocleansing and deduplication capabilities from the External Healthcare Catalog.
  • Enriches item attributes and classifies items quickly and accurately.
  • Quickly find and identify items with well-structured descriptions.
  • Speeds up the ability to transact with the item for your supply chain and clinical processes.
  • Reduces errors due to manual maintenance thereby accelerating the item add and introduction processes.

Here are the steps required to enable this feature:

  • Associate the Healthcare External Enrichment attribute group to the relevant item classes and pages.
  • Perform flexfield deployment.
  • Create a validation rule set to check items that has the Register With External Healthcare Catalog attribute value set as Yes or Suspend .
  • Create a filter using the External Healthcare Catalog spoke system to publish the item from the master organization.
  • Assign the item validation rule set created in the preceding step to the spoke system.
  • Schedule the Product Hub Publication Job scheduled process with the External Healthcare Catalog spoke system for every four hours with the parameters as shown in the following screenshot and share the schedule with external healthcare catalog provider.

Product Hub Publication Job Scheduled Process Parameters

Product Hub Publication Job Scheduled Process Parameters

  • The predefined import map Item Enrichment With External Healthcare is read only. Additional attributes and mapping will be available in a future update.
  • Symmetric Health Solutions has built the enrichment service as external healthcare catalog provider. You can find more details on Symmetric Health Solutions on their website.
  • Refer to the Oracle Fusion Cloud SCM Using Product Master Data Management guide, available on the  Oracle Help Center .
  • View Healthcare Extensible Flexfields (ORA_HC_EFF_VIEW_PRIV)
  • Manage Healthcare Extensible Flexfields (ORA_HC_EFF_EDIT_PRIV)
  • Manage Item Class (EGP_MANAGE_ITEM_CLASS)
  • Manage Item Rule Set (EGO_MANAGE_ITEM_RULE_SET)
  • Manage Item Source System (EGI_MANAGE_ITEM_SOURCE_SYSTEM)
  • Publish Item (EGI_PUBLISH_ITEM)

User created for external healthcare catalog provider must have the following privileges to process the enrichment:

  • Create Trading Partner (EGP_CREATE_TRADING_PARTNER)
  • Manage Item Manufacturer (EGP_MANAGE_ITEM_MANUFACTURER)
  • Modify Trading Partners (EGP_MODIFY_TRADING_PARTNER)
  • Import Item (EGP_IMPORT_ITEM)
  • Manage Item (EGP_MANAGE_ITEM)
  • Manage Item Attachment (EGP_MANAGE_ITEM_ATTACHMENT)
  • Manage Item Batch (EGI_MANAGE_ITEM_BATCH)
  • Manage Product Upload (EGS_MANAGE_PRODUCT_UPLOAD)

This update includes some bug fixes that can change the way Oracle Product Hub works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Set Non-Blank Value for the Default Sales Order Source Type Attribute

Before update 24C, you couldn't set a blank value for the Default Sales Order Source Type attribute using the Item Import scheduled process or the Edit Item page. However, you could set it to a blank value using the Item REST service. After update 24C, you can't set a blank value for this attribute using the Item REST service, Item Import scheduled process, or the Edit Item page. You must specify a value.

Oracle reference: 36246018

Associate Healthcare Attribute Group with Pages Without Running the Upgrade Product Management Data Scheduled Process

Before update 24C, you had to run the Upgrade Product Management Data scheduled process to set the  Protected  checkbox to No  for the predefined attribute groups, allowing you to associate healthcare attribute groups with the pages. After update 24C, you no longer need to run the scheduled process to associate healthcare attribute groups with the pages.

Oracle reference: 36160489

Improved Usability and Performance When Selecting Variant Attributes in the Create SKU Page

Before update 24C, variant attributes in the Create SKU page were restricted to 1000 rows. After update 24C, you can view all the variants for the SKU creation. Also, you can select the variants using the filter available in the toolbar for increased productivity.

Oracle reference: 34968394

Adjust Number of Threads for Org Assignment Rules

Before update 24C, if you had set up item rules that assign items to a large number of organizations during import, an error occurred. After update 24C, the EGP_ITEM_IMPORT_ITEMS_PER_THREAD profile option is programmatically optimized to assign items to a large number of organizations using rules during import.

Oracle reference: 36187939

Duplicate List in Search Criteria for Where Used

In previous releases, if you executed a Where Used search on the Structures tab of an item, the Include Substitute Components list in the search criteria appeared twice. With this fix, the additional list is removed.

If you access a saved search from before update 24C that contains the Include Substitute Components list, it will still show the additional list. You must recreate the saved search to eliminate the additional list.

Oracle reference: 35960245

Product Development & Product Hub Common

This update includes some bug fixes that can change the way Oracle Product Development and Product Hub work. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Error Message Not Displayed in Change Audit Report

Previously, if you promoted a change order configured with exit criteria based on extensible flexfields, the configured error message wasn’t displayed in the change audit report, but it was displayed only on the approval dialog box.

With this fix, the error message is also displayed in the change audit report.

Oracle reference: 36240213

Restriction on Deleting Components

Before update 24C, you were allowed to delete a component from a structure using the delete group, even if the component was part of a structure on an engineering item that was released through an engineering change order, assigned to a pending change, or that was part of a canceled change.

You’re now restricted from deleting the component (or its parent) if the item is released through an engineering change order, assigned to a pending change, or part of a canceled change. Note that you can continue to use the delete group to delete components (and items) that are assigned to commercialization change orders and that aren’t part of a structure on an engineering item.

Oracle reference: 34746527

Warning Message on Adding Affected Object

Previously, if you added an item to a change order and the item was already added to a change in the interim approval status , there was no warning message indicating that the object was already assigned to a pending change.

With this fix, a warning message appears indicating that the item is already assigned to a pending change.

Oracle reference: 35960245

Use the new interface to quickly find item structures and view the exact information you want. First, navigate to the new item search from Tasks > Product Management Experience > Search Products.

In the item search results table, you can click the structure presence indicator (dot icon) against the item to navigate to the structure. When you open the structure, if there are subassemblies, you can navigate to these using the presence indicators on the component rows.

Once you navigate to the structure, you can:

  • view the basic details of the component on the header including lifecycle phase
  • toggle between the first level and level view
  • see the levels displayed on a structure 
  • filter by the levels.
  • see the progress indicator when the data is loading.
  • select different views created by your administrator through Configure Views. The view can contain item operational attributes, item extensible flexfields, component level attributes, or component descriptive flexfields.
  • apply filters on the structure (filter supports item and item description).
  • export the selected columns and rows or all.
  • detach the table to view in full screen mode.
  • If you have navigated to the new grid from the Product Development work area, the item will be opened in Product Development.
  • If you have navigated to the new grid from the Product Information Management or the Concept Design work area, the item will be opened in Product Information Management.
  • copy items to the clipboard.
  • view the total count of rows in the structure and the number of selected rows.

Structure Grid

Structure Grid

Level BOM View in the Redwood User Interface

Level BOM View in the Redwood User Interface

As an administrator, you can see a new structure card on the index management page. This will let you ingest item attributes (operational and extensible flexfields) and component attributes, including descriptive flexfields, that you can use to create Views .

Structure Index Management

Structure Index Management

Component Attributes Indexed for Structure

Component Attributes Indexed for Structure

NOTE : This feature was also made available in the May monthly update of 24B.

This feature benefits your business by allowing users to analyze and validate BOM and item information within the Fusion Application UI, specifically within the Product Management work areas. This allows all of the analysis to be done directly within one application without exporting data out and into Excel first.  Thus, the shortened process minimizes errors and reduces change and NPI cycle times.

  • Indexing of structure attributes is separate from items. This is different from the previous release. 
  • These attributes can be used to create new views.

Configure the Structure View for the New Interface

Configure Views can be used to configure the search you wish to see in new user interface. In the task menu click on Configure Views , to see existing views.  You can modify an existing view or create a new view.  In the search view you can add or remove attributes which are indexed.  The view that is marked as default will be displayed in the Structure Grid screen for all users

For each view you would be able to control

  • Attributes - item operational attributes, item extensible flexfields, component level attributes, and component descriptive flexfields
  • Display columns- If display column is enabled, you will get an option to add the attribute as a column for display

Configure Structure View for Product Development Structure

Configure Structure View for Product Development Structure

  • The index needs to be run the first time, and then each time a new attribute is added if you want to use the newly added attribute in your search.
  • You must rebuild the index and re-create the Views if you have already created it.
  • The index is run behind the scenes for new changes that are added after the index was last rebuilt.
  • Upgrade Process = Execution
  • Functional Area = Item Child Presence Indicator
  • Feature = Note: start job for each of these entries in the Features, one at time after each is completed:
  • Item has Pending Changes Indicators
  • Item has Quality Indicators
  • Item has AML Indicators
  • Item has Revision level Attachment indicators
  • Item has Structure Indicators
  • If no view is created then there is a default view that has the attributes, Item, Item Description, Revision, and Effective Start Date.
  • To navigate to the subassembly, you need to add the Item Structure in the Rev Level Indicator attribute group.
  • Item and Item Sequence are added to each search view by default. Whenever you create a new search view or modify a search view, these attributes can't be removed.
  • You can create a view that contains Item operational attributes, Item extensible flexfields, component attributes, and component descriptive flexfields.
  • Extensible flexfields aren't revision-specific.
  • You can see the progress indicator when loading the level structure view.
  • The data security of the item will be honored.
  • You can switch the configured views when in the level BOM view and this view will remain when you switch back to the first level view.
  • Oracle Fusion Cloud SCM Using Product Development Guide, available on the Oracle Help Center.
  • Oracle Fusion Cloud SCM Using Product Master Data Management Guide, available on the  Oracle Help Center .
  • Oracle Fusion Cloud SCM Implementing Product Management Guide, available on the  Oracle Help Cente r.

Users who are assigned a configured job role that contains these privileges can access this feature.

To view the item structure in Redwood:

  • View Product Management Search (EGP_VIEW_PRODUCT_MGT_SEARCH)
  • View Item (EGP_VIEW_ITEM)
  • Create Item Structure (EGP_CREATE_ITEM_STRUCTURE_PRIV)

Get Search View REST(EGP_GET_SEARCH_VIEW_REST_PRIV)

  • Data Security: View Item Basic
  • Access Item Structure Data Using a REST Service (EGP_GET_ITEM_STRUCTURE_REST_PRIV )
  • Access Structure Attributes for Indexing Using REST (EGP_GET_PM_STRUCTURE_AVAIL_REST_PRIV)

To configure the index:

  • Manage Product Management Index (EGP_MANAGE_PM_INDEXES)
  • Manage Scheduled Job Definition ( FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV )
  • Grant Search Framework Manager Permissions ( FND_SEARCH_FWK_MGR_PRIV )
  • GET Product Management Index REST (EGP_GET_PM_INDEX_REST_PRIV)
  • Manage Product Management Index REST (EGP_MANAGE_PM_INDEX_REST_PRIV)

To rebuild the index:

  • Rebuild Product Management Indexes ( EGO_REBUILD_PRODUCT_MGT_INDEXES )

To create the structure view:

  • Manage Product Management View ( EGP_MANAGE_PM_VIEWS )
  • Access Product Development Configurations Using a REST Service (ACA_GET_PD_CONFIGURATIONS_REST_PRIV)
  • Manage Search View REST( EGP_MANAGE_SEARCH_VIEW_REST_PRIV )
  • Get View Available Attribute REST (EGP_VIEW_AVAIL_ATTR_REST_PRIV)

To view the quality issues, quality actions, problem reports, and corrective actions in the side panel:

  • Manage Problem Report (ACA_MANAGE_PROBLEM_REPORT_PRIV)
  • Manage Corrective Action ( ACA_MANAGE_CORRECTIVE_ACTION_PRIV)
  • Manage Quality Issue (ENQ_MANAGE_QUALITY_ISSUE_PRIV)
  • Manage Quality Action (ENQ_MANAGE_QUALITY_ACTION_PRIV)

You can now use business rules to configure the fields in the New Manufacturer and Edit Manufacturer pages.  The Manufacturer create and edit processes have been enhanced in the following ways:

  • Header Fields
  • Location, Primary Phone Number and Primary Phone Number Extension
  • Details tab containing extensible flexfields if configured
  • Attachments

Business Rule to hide DUNS Number when Manufacturer Status is Inactive

Business Rule to Hide DUNS Number when Manufacturer Status is Inactive

Business Rule hides DUNS Number

Business Rule Hides DUNS Number

You can now configure guided journeys for the New Manufacturer and Edit Manufacturer pages to help users through the detailed process.

Guided Journey

Guided Journey

  • The Create Trading Partner and Edit Trading Partner tasks have been removed from the Product Information Management work area.

Manage Manufacturers in Product Information Management work area

Manage Manufacturers in Product Information Management Work Area

The search results for manufacturer now displays the Manufacturer Part Number (MPN) data presence indicator in the drawer panel.

Location fields like Country, State, City and Postal Code can be configured as filter chips.

The Manufacturer extensible flexfields are now available in OTBI Reports in the Product Management Subject Area - Manufacturer Real Time.

OTBI Report with Manufacturer Extensible Flexfields

OTBI Report with Manufacturer Extensible Flexfields

This feature benefits your business by providing:

Extensibility through extensible flexfields on the Manufacturers entity which allows additional enrichment and user interface and OTBI manufacturer information management.

Access to Manage Manufacturers for Product Hub users from the Tasks panel.

Governance on your manufacturers through business rules to validate attributes and configure the page layout.

Guided Journeys to be configured to aid your business users in creating and editing the manufacturing object.

Business Rules

To enable business rules:

Select Setting and Actions > Edit Page in Visual Builder Studio on the New Manufacturer or Edit Manufacturer page

Business Rules Configuration

Business Rules Configuration

Select Configure Fields and Regions in the Business Rules section of the page.

Business Rules Configuration

Create rules and conditions as needed to control your business process.

To create a guided journey:

  • Create a template from the Checklist Templates in the My Client Groups work area.
  • Select Setting and Actions > Edit Page in Visual Builder Studio on the New Manufacturer or Edit Manufacturer page.
  • Enter the Checklist Code in the Page Properties Guided Journey selector of the Business Rules page.

Guided Journey Configuration

Guided Journey Configuration

For Manufacturer Extensible flexfields to be available in OTBI, here’s what you must do:

  • Edit the context and select the  BI Enabled option in Business Intelligence.
  • Run the scheduled process Import Oracle Fusion Data Extensions for Transactional Business Intelligence.

Business rules can't be used to hide or display manufacturer location fields except Primary Phone Number and Primary Phone Extension.

Only page level guided journeys are supported on Redwood Manufacturer Create and Edit pages.

In the Profile Values section, if you set the Site level to Y , you can set individual users as N to allow selected users access to classic manufacturer interface.

You can't add additional fields with business rules.

  • Oracle Fusion Cloud SCM Using Product Development guide, available on the Oracle Help Center .
  • Oracle Fusion Cloud SCM Implementing Product Management Guide, available on the  Oracle Help Center .

To search for manufacturers using a Redwood page:

To view only manufacturers:

View Manufacturer (EGP_VIEW_MANUFACTURER_PRIV)

To edit manufacturers:

  • Manage Manufacturer (EGP_MANAGE_MANUFACTURER_PRIV)

To create manufacturers:

  • Create Manufacturer (EGP_CREATE_MANUFACTURER_PRIV)

To set up this feature, you'll need a configured job role that contains these privileges.

  • Manage Product Management Index (EGP_MANAGE_PM_INDEXES_PRIV)
  • Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV)
  • Grant Search Framework Manager Permissions (FND_SEARCH_FWK_MGR_PRIV)
  • Access Manufacturer Attributes for Indexing Using REST (EGP_GET_MANUFACTURER_AVAIL_ATRS_REST_PRIV)
  • Rebuild Product Management Indexes (EGO_REBUILD_PRODUCT_MGT_INDEXES_PRIV)

To create search views:

  • Manage Product Management View (EGP_MANAGE_PM_VIEWS_PRIV)
  • Manage Search View REST (EGP_MANAGE_SEARCH_VIEW_REST_PRIV)

To manage extensible flexfields

Manage Application Extensible Flexfield (FND_APP_MANAGE_EXTENSIBLE_FLEXFIELD_PRIV)

Product Lifecycle Management Common

Use an enhanced history tab to audit edits on changes including redlines on affected items, header attributes, tasks, and relationships.  You can filter audit entries by  Audit Type  or any column other than  Date .

History records are written for add, update, and delete actions on Change:

Header general attributes, descriptive flexfields, and extended flexfields

  • General attributes
  • Extensible flexfields
  • Substitute components
  • Reference designators
  • Approved Manufacturers List (AML) and AML descriptive flexfields
  • Organizations

Relationships

  • Change Order Details Report
  • Cancel Change Order
  • Send Object
  • Download Attachment
  • View Reports
  • Create Change Order (This action is only available on change requests and corrective actions.)

The following new columns are available in the new History table:

  • Audit Type: Classification of audit
  • Action Type: Classification of audit action 
  • Status: Status of the change at the time the audit row is written
  • Affected Object: Affected object that has been redlined
  • Affected Object Sequence: Sequence of the affected object that has been redlined
  • Entity Type: Name of the tab or attribute group
  • Entity: Entity keys, if applicable
  • Action: Action taken
  • Attribute Name: Name of the attribute that has been added, deleted, or updated
  • Old Value: Previous value of the updated attribute
  • New Value: New value of the updated attribute

Columns in the New Change History Tab

Columns in the New Change History Tab

Migrate Change History from Oracle Agile PLM

You can also migrate change history from Oracle Agile PLM to Oracle Fusion Cloud Product Management for changes, problem reports, and corrective actions.

  • A new tab EGO_CHANGE_HISTORY_INT is introduced in ChangeOrderImportTemplate for migrating the change history. 
  • Validation will not be run during the import of the change history data.

New Tab EGO_CHANGE_HISTORY_INT in Change FBDI Template

New Tab EGO_CHANGE_HISTORY_INT in Change FBDI Template

Migrated Columns in the New Change History Tab

Migrated Columns in the New Change History Tab

The feature benefits your business by the following:

  • Captures additional audit history data and relevant details.
  • Displays the additional details in an enhanced History tab on the change.
  • Captures audit history details on additional entities for a more comprehensive understanding of actions performed on your products.
  • Allows for easy migration of Agile change history records with a new FBDI template.
  • Allows for your change data to be stored in a single source.

Offering: Product Management   No Longer Optional From: Update 25A

To see history records in the new table, you must migrate change history using the Upgrade Product Management Data scheduled process. Note that:

  • The commit size defaults to 500.
  • Data will be migrated in the defined base language.

Run the Upgrade Product Management Data Scheduled Process

Run the Upgrade Product Management Data Scheduled Process

  • During the migration, rows may have missing data in certain columns, which depends on the availability of the data prior to the migration.

The History table displays 25 rows per page, but you can use  Query By Example  to refine the history records or you can use  Export to Excel  to download all the rows.

When you create or add an affected item to a change, a single row containing audit details is recorded in the history table.

  • Change attachments 
  • Affected object attachments
  • Supplier organization redlines

You can import change history using the change FBDI template, and the application won't run any validations while importing the data.

  • If you opt in to  Use Simplified Change Management Interface  after you have opted in to this feature for some time, you must run the Upgrade Product Management Data scheduled process to migrate change history in the Product Information Management work area.
  • Oracle Fusion Cloud SCM Using Product Development Guide, available on the  Oracle Help Center .

Users who are assigned a configured job role that contains these privileges can access the History tab on the change:

  • View Change History ( EGO_VIEW_CHANGE_HISTORY_PRIV)  

This privilege is new in this update.

Use the new interface to configure and run fast, efficient searches for change orders, change requests, problem reports, and corrective actions. This search is powered by Oracle Search Cloud Service.

To navigate to the new change search, go to  Tasks >  Product Management Experience > Search Products: Workflow

Search for Change Type NPI and Extensible Flexfield Product Lines

Caption: Search for Change Type NPI and Extensible Flexfield Product Lines

Here's what you can do when you search for changes:

  • Select any configured view
  • Search by any keyword of your choice
  • Apply filters on the search results
  • Show or hide columns in the search results
  • Use the Sort function to select one or more columns to sort by.  You can sort by multiple columns.
  • Export the selected list of changes.

Depending on which work area the search is launched from, the workflow type will be filtered or restricted to certain change object types; however, you can override the filter to display all change types.

Change Types per Work Area Summary Table

Work Area Change Types Filtered To
Product Development Engineering Change Orders, Non Revision Change Orders, Engineering Change Requests, Design Change Requests
Product Information Management Commercialization Change Order
Quality Management Problem Reports, Corrective and Preventive Actions

You can combine multiple keyword searches along with applied filters to complete the search. For example you can search for:

  • all high priority changes in open status assigned to you
  • all changes created within a date range
  • all changes based on Customer, Supplier, Manufacturer, and Source information
  • all changes of type NPI, and change extensible flexfields of Product Lines 

You can also search for data presence indicators for tasks, attachments, and relationships.

Change Data Presence Drawer Panel for Tasks, Attachments, and Relationships

Caption: Change Data Presence Drawer Panel for Tasks, Attachments, and Relationships

This feature benefits your business by allowing you to efficiently search your change order, change request, problem report, and corrective action workflow entities based on any search criteria using the new Redwood user interface. The new user interface uses the Oracle Search Cloud Service to perform searches that provide extremely fast results and result counts for all of the filter search criteria entered.

Configure Indexes and Search Views

You can configure the index of attributes you want to use in your searches, and create specific search views. To navigate to the Index and View Management page, use the following tasks within the Product Management Experience section in the Tasks panel:

Configure Index

  • Configure View

In the Index and View Management interface, you can:

  • Configure indexing of attributes for each object
  • Configure multiple search views
  • Configure display options for each view.

Configure Search and Index

Configure Search and Index

On the Index Management page, you see the objects that are enabled for index configuration. The Configure Index page for each object shows you the list of attributes and attribute groups that are already indexed. You can add or remove attributes and then rebuild the index to include additional attributes, such as Change Header, Change descriptive flexfields, and Change extensible flexfields. Once the rebuilding is complete, you can add the attributes to a search view.

Configure Index Page for Change Attributes

Configure Index Page for Change Attributes

Configure Views

The Configure Views page displays a list of views that are already configured. You can modify an existing view or create a new one. For each view, you can add or remove attributes that are indexed. The Manage Changes page displays the default view.

For each attribute, you can enable the following:

  • Keyword Search - Search for the attribute by entering a search term in the search field.
  • Display columns - Show a column for the attribute in the search results.
  • Filters - Filter results by the attribute. Filter chips are enabled for attributes which are either date or text. You can’t enable filter chips for long text attributes.

Configure Search View for Changes

Configure Search View for Changes

  • You must run the index the first time, and each time you add a new attribute, if you want to use the newly added attribute in your search.
  • Functional Area = Changes
  • Feature =  Update all data presence indicators
  • Administrators must make a default search view to display the search results based on the configuration. The default that is set applies to all users.
  • Change Name , Change Number , Description , and Workflow Type are the default indexed attributes. You can't remove them from the index.
  • You can search for multiple changes by entering change numbers separated by space. For example: NPI123 NPI124 ECO123 ECR123
  • You will see blank values for extensible flexfields which are secured, as there is a known issue with the ingestion of secured extensible flexfield attributes into elastic search.
  • Oracle Fusion Cloud SCM: Using Product Development guide, available on the  Oracle Help Center.

Users who are assigned a configured job role that contains these privileges can access this feature

To search for changes in the new interface:

  • Access Product Management Change Search (EGO_VIEW_PRODUCT_MANAGEMENT_CHANGE_SEARCH)
  • Get Search View REST (EGP_GET_SEARCH_VIEW_REST_PRIV)
  • You should have Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) and one of the following privileges:

For change orders:

  • View Change Order (ACA_VIEW_CHANGE_ORDERS_PRIV)

For change requests:

  • View Change Request (ACA_VIEW_CHANGE_REQUESTS_PRIV)

For problem reports:

  • View Problem Report (ACA_VIEW_PROBLEM_REPORTS_PRIV)

For corrective and preventive actions:

  • View Corrective Action (ACA_VIEW_CORRECTIVE_ACTIONS_PRIV)
  • Grant Search Framework Manager Permissions (FND_SEARCH_FWK_MGR_PRIV)
  • Access Workflow Attributes for Indexing Using REST (EGP_GET_CHANGE_AVAIL_ATRS_REST)
  • Manage Product Management View (EGP_MANAGE_PM_VIEWS_PRIV)
  • Access Product Development Configurations Using a REST Service (ACA_GET_PD_CONFIGURATIONS_REST_PRIV)

Replaced and Removed Features

From time to time, Oracle replaces existing Cloud service features with new features, or removes existing features. Replaced features may be put on a path to removal. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

This section identifies the features in this Cloud service that have been replaced or will be removed.

Module Removed Feature Target Removal Replacement Feature Replaced In Additional Information
Product Hub Items REST service TBD Items Version 2 REST service 18C

No additional enhancements have been made to the Items REST service since update 19A. Items Version 2 provides broader functionality, and you should move to it at your earliest convenience. For details about the Items Version 2 REST service, see on the Oracle Help Center.

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An overview of assignment data integrity report in oracle hcm cloud application.

Introduction

In some of the previous articles we have seen how to run some of the Diagnostic Tests like “ HCM Delete Diagnostics ”, “ Person Setup Validations ” and “ Person Validations ”. In this article we will try to get you acquainted with “Assignment Data Integrity Report”.

While person records do form a core part of any HCM Application Work Relationship and Assignments are considered to be the areas of prime interest to all. Any issues/errors with the work relationship records may cascade to other part of application and pose greater issues. As such, it is always advised to have a regular health checkup time-to-time for the Assignment data to ensure they are compliant and have no data integrity issues.

Oracle HCM Cloud Application has provided a delivered diagnostic test for the same. It is called “Assignment Data Integrity Report”. This report gives a complete detail of the records, which have issues along with a possible resolution too. It takes up BusinessGroupId as an input parameter ( It holds the value of 1 in most cases, but may run a query against PER_BUSINESS_GROUPS database object to find the exact value applicable for a specific environment.) In our example, the value of BusinessGroupId is 1.

The various facts which this reports checks includes:

Lists all Assignment Records having multiple entries with PrimaryAssignmentFlag as ‘Y’

Lists all Assignment Records having multiple entries with PrimaryFlag as ‘Y’

Assignments with Invalid Effective End Date

Duplicate Assignment Numbers

Let-us now try to execute this diagnostic test and check results.

Worked Example

In order to run this diagnostic test we would need to login to application with an user who has “Application Diagnostic Administrator” role. We are using HCM_IMPL and the user has all the requisite role. Next, we need to navigate to “Run Diagnostic Test” link under the top right hand corner (under the username).

assignment rules in oracle fusion

Once we click on the link a new popup window would appear. We need to search for diagnostic test “Assignment Data Integrity Report” and once the Test comes up, you need to select the “Add to Run” option. Pass BusinessGroupID as 1 and run the report.

assignment rules in oracle fusion

Click on “Run” and a information dialog box will appear.

assignment rules in oracle fusion

A quick look at the Report would show the following results:

assignment rules in oracle fusion

From the results we can clearly make out the total number of assignment records which has issues. For this example we could see that there multiple occurrences where the PrimaryAssignmentFlag and the PrimaryFlag is Y . There are however no records which has an invalid effective end date neither there is any duplication of assignment number.

As such, we may infer that this Diagnostic Report can come very handy to check the integrity of Assignment records and provide a summarized view of all erroneous records which can be identified and corrected accordingly.

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About the Author

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

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  • Using Absence Management

Options for the Calculate Accruals and Balances Process

You can calculate accrual balances and update plan balances for multiple employees using the Calculate Accruals and Balances process in the Absences work area. You typically run this process at regular intervals, such as daily or weekly.

You can also run the process for individual enrollments. The process transfers accrual balance data to Oracle Fusion Global Payroll if the Transfer absence payment information for payroll processing option is selected for the absence plan.

Process Parameters

Use combinations of these parameters to control which person records are processed:

Effective Date

Calculates the accrual balance for only those plans that are effective on the specified date

This is a required parameter. You can select a past, current, or future date. The process only runs if a plan enrollment exists for the employee on the effective date.

Person

Includes absences for only the specified person

Business Unit

Includes employees in the selected business unit

Legal Employer

Includes employees assigned to the selected legal employer

Person Selection Rule

Includes specific employees identified by the person selection rule

You can use the Person Selection formula type to include specific employees who meet special requirements for the absences batch process. You define the formula using the Manage Fast Formulas task and select that formula in the Person Selection Rule field.

Payroll

Includes employees assigned to the selected payroll

Payroll Relationship Group

Includes employees assigned to the selected payroll relationship group

You can define payroll relationship groups for a group of people in a single payroll or in multiple payrolls.

Changes Since Last Run

Includes employees with either payroll or assignment updates or corrections since the last process run

If you select:

: The process calculates the accrual balance for employees whose payroll records have changed since the last scheduled run.

For example, an employee schedules five days off on January 25 and you run the process on January 26. Due to an emergency, the employee returns to work on January 29, after being off just four days. The employee updates the absence record to reflect four days off instead of five. If you schedule the process again on February 1 and select Payroll events since last run, it generates the updated accrual balance for the employee.

: The process calculates the accrual balance for employees whose assignment record last updated date is after the last scheduled run.

For example, the last scheduled run was on January 1 and you update an employee's assignment on January 2. If you schedule the process again on January 3 and select HR Assignment changes since last run, it generates the updated accrual balance for the employee.

Legislative Data Group

Includes only the absence types associated with the selected legislative data group

Absence Plan

Calculates accrual balances for only the selected accrual plan

When you select this option, the Repeating Period option appears.

If you don't select an absence plan, you must select at least one of these parameters

The process calculates accrual balances for each employee identified by the other parameters.

Repeating Period

Includes the selected accrual period for the selected plan

This option appears only when you select a value in the Absence Plan option.

Related Topics

  • View Status and Other Details for Scheduled Processes
  • Statuses of Scheduled Processes

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