3 Copyright 2010, Oracle. All rights reserved. Product Data Hub: PIM Functional Training Program Setup Workbench Fundamentals 2 Agenda New and Changed Features Item Supplier management Item Maintenance Item Advanced Search Mass Maintenance Change Management for Item Assignments Item Purge Changes Publication Demonstration Implementation Considerations Additional Resources Q&A 3 Item Supplier management 4 Item Supplier management Description Item -Supplier Item information specific to a Supplier Item - Supplier Site Item information specific to a Supplier Site Item - Supplier Site Organization Item information specific to a Supplier Site within an org Organization represents a Store, Warehouse or internal group within the Company Supply Chain. Item Supplier Management Description Item-Org-Supplier-Site Item-Organization Store 1 Store 2 Warehouse 1 Item DC 1 Plant 2Plant 1 Item Org Supplier Pre-Defined Out-of-the-Box Relationships Manage Complex Mapping of Items to Multiple Suppliers & Organizations 3 Copyright 2010, Oracle. All rights reserved. 6 Item Supplies Management Process - Assign Supplier / Sites Select Association Tab Select Supplier and SupplierSite Assignment Select Assign Button Assign Supplier/Supplier Site Search or Select Item Review Supplier and Supplier Site Assignments Select Finish to Complete Assignments Review and Refine Selection Enter Supplier and/or SupplierSite Search Criteria 3 Copyright 2010, Oracle. All rights reserved. 7 Item Supplier Management Process - Assign Supplier / Sites- Step 1 Select Tab to View Item Associations 3 Copyright 2010, Oracle. All rights reserved. 8 New Supplier Association Entities Assign Supplier / Supplier Site Step 2 Select to View Supplier and Supplier Site Assignments 3 Copyright 2010, Oracle. All rights reserved. 9 Item Supplier Management Process - Assign Supplier / Sites- Step 3 Assign button will start the creation process 3 Copyright 2010, Oracle. All rights reserved. 10 Enter Supplier information to select the Supplier Is the Show Suppler Sites checkbox is checked then you can also search of Supplier Sites for the Suppliers Item Supplier Management Process - Assign Supplier / Sites- Step 4 3 Copyright 2010, Oracle. All rights reserved. 11 Review and Refine the List of Suppliers and/or Supplier Site Item Supplier Management Process - Assign Supplier / Sites- Step 5 3 Copyright 2010, Oracle. All rights reserved. 12 Item Supplier Management Process - Assign Supplier / Sites- Step 6 Final Review of New Assignments, Select Finish to Create Associations 3 Copyright 2010, Oracle. All rights reserved. 13 Item Supplier Management Process- Assign Supplier Site Org Select Association Tab Select Supplier Site Organization Select Assign Button Assign Supplier Site Organization Search or Select Item Select Organization or Organization Hierarchy Review and refine Organization Selection Review and Refine Selection Enter Supplier and/or SupplierSite Search Criteria Review supplier site organization assignments Select Finish to Complete Assignments 3 Copyright 2010, Oracle. All rights reserved. 14 Item Supplier Management Process- Assign Supplier Site Org Step 1 Select Tab to View Item Associations 3 Copyright 2010, Oracle. All rights reserved. 15 Item Supplier Management Process- Assign Supplier Site Org Step 2 Select to View Supplier Site Organization Assignments 3 Copyright 2010, Oracle. All rights reserved. 16 Item Supplier Management Process- Assign Supplier Site Org Step 3 Assign button will start the creation process 3 Copyright 2010, Oracle. All rights reserved. 17 Item Supplier Management Process- Assign Supplier Site Org Step 4 Enter Supplier and Supplier Site Information 3 Copyright 2010, Oracle. All rights reserved. 18 Item Supplier Management Process- Assign Supplier Site Org Step 5 Review and Refine the List of Supplier Sites 3 Copyright 2010, Oracle. All rights reserved. 19 Item Supplier Management Process- Assign Supplier Site Org Step 6 Select the Organization or the Organization Hierarchy 3 Copyright 2010, Oracle. All rights reserved. 20 Item Supplier Management Process- Assign Supplier Site Org Step 7 Review and Refine Organizations 3 Copyright 2010, Oracle. All rights reserved. 21 Item Supplier Management Process- Assign Supplier Site Org Step 8 Final Review, Select Finish to Create the Assignments 3 Copyright 2010, Oracle. All rights reserved. 22 New Supplier Association Entities Update Supplier Assignment Attributes Select Association Tab Select Supplier and SupplierSite Assignment Select Update Supplier Assignment Attributes Update Supplier Assignment Attributes Search or Select Item Update Attributes in Excel Spreadsheet Select Import to Update Attributes Select Export Select Display Format that Contains Attributes from Supplier Assignment Association same flow is used to update attributes for Supplier, Supplier Site and Supplier Site Organization Assignments 3 Copyright 2010, Oracle. All rights reserved. 23 New Supplier Association Entities Update Supplier Assignment Attributes - Step 1 Select To Update the Supplier Assignment Attributes Select To Update the Supplier Site Assignment Attributes 3 Copyright 2010, Oracle. All rights reserved. 24 New Supplier Association Entities Update Supplier Assignment Attributes Step 2 Select Display Format that contains Item Assignment Attributes Export Will Download Spreadsheet to desktop containing the Supplier Assignment Attributes, Update the Values and Import the Spreadsheet to Update 3 Copyright 2010, Oracle. All rights reserved. New Supplier Association Entities UDA Framework Enhancements Item Item/Revision Item/Supplier Item/Supplier Site Item/Organization Item/Supplier Site/Organization Unlimited 3 Types: Single Row Multi-Row Variant Drives SKUs mapped to an existing DB column May be Indexed Character, Number, Date, Translatable Text Poplist, Radio Button, Check Box,, Static URL, Dynamic URL Value Set (List of Values ) Attributes Attribute Groups Business Entity 3 Copyright 2010, Oracle. All rights reserved. 26 Change Management 3 Copyright 2010, Oracle. All rights reserved. 27 Change Management Description Manage changes to UDAs defined for Item supplier relationships View pending changes in Item Workbench View pending changes via XML Publisher report Exception based change management with Rules framework 3 Copyright 2010, Oracle. All rights reserved. 28 Change Management Process Item supplier supplier site Pending attribute changes for Item Supplier / Supplier Site 3 Copyright 2010, Oracle. All rights reserved. 29 Change Management Process Item supplier site Organization Pending attribute changes for Item Supplier Site Organization 3 Copyright 2010, Oracle. All rights reserved. 30 Change Management Process Item supplier Pending attribute changes for Item Supplier 3 Copyright 2010, Oracle. All rights reserved. 31 Change Management Process Item Supplier Site Organization Pending attribute changes for Item Supplier Site organization 3 Copyright 2010, Oracle. All rights reserved. 32 Change Management Process Generate Report Report now include Item assignment changes 3 Copyright 2010, Oracle. All rights reserved. 33 Change Management Process Integration with Rules Framework Error message is displayed on changing the attribute value 3 Copyright 2010, Oracle. All rights reserved. 34 Mass Maintenance 3 Copyright 2010, Oracle. All rights reserved. 35 Mass Maintenance Description Mass Maintenance flows for new relationships Create new item associations for multiple items in a single flow Update relationship specific attributes for multiple items in a single flow 3 Copyright 2010, Oracle. All rights reserved. 36 Mass Maintenance Description Enhancements to Assign items to Organizations flow Assign Structures or packs as part of the flow Support for Style and SKU item assignments. Automatic assignments of SKUs of a style items 3 Copyright 2010, Oracle. All rights reserved. 37 Mass Maintenance Description Other Enhancements Batch Scheduling of Mass maintenance Flows Submit changes as a batch Schedule batch to run at specified Date and time Simplification of Spreadsheet Import related flows 3 Copyright 2010, Oracle. All rights reserved. Mass Maintenance Process 3 Copyright 2010, Oracle. All rights reserved. 39 User searches for the Items that will be assigned to the Suppliers /Sites Mass Maintenance Process Assign Suppliers / Sites Step 1 3 Copyright 2010, Oracle. All rights reserved. 40 The Item results can be refined Mass Maintenance Process Assign Items to Suppliers Step 2 3 Copyright 2010, Oracle. All rights reserved. 41 The User has the option of searching for Suppliers and using the Show Supplier Sites checkbox include the Supplier Sites If the Show Supplier Sites checkbox is checked, the Supplier Site fields will be shown to allow the search within the Supplier Sites Mass Maintenance Process Assign Items to Suppliers Step 3 3 Copyright 2010, Oracle. All rights reserved. 42 Suppliers and Supplier Sites are displayed. select or deselect the Supplier and Supplier Sites as needed Mass Maintenance Process Assign Items to Suppliers Step 4 3 Copyright 2010, Oracle. All rights reserved. 43 The Display Format must be selected by the User and will determine which columns will be exported Mass Maintenance Process Assign Items to Suppliers Step 5 3 Copyright 2010, Oracle. All rights reserved. 44 Select the processing options for the result set Mass Maintenance Process Assign Items to Suppliers Step 6 3 Copyright 2010, Oracle. All rights reserved. 45 User searches for the Item Supplier Associations Mass Maintenance Assign Items to Supplier Site Organizations Step 1 3 Copyright 2010, Oracle. All rights reserved. 46 The Item Supplier Site results can be refined Mass Maintenance Assign Items to Supplier Site Organizations Step 2 3 Copyright 2010, Oracle. All rights reserved. 47 The User enters search values for the Organizations or an Organization Hierarchy Mass Maintenance Assign Items to Supplier Site Organizations Step 3 3 Copyright 2010, Oracle. All rights reserved. 48 The resulting Organizations are displayed and can be refined These icons indicate security access to the Organizations Mass Maintenance Assign Items to Supplier Site Organizations Step 4 3 Copyright 2010, Oracle. All rights reserved. 49 The Display Format must be selected by the User and will determine which columns will be exported Mass Maintenance Assign Items to Supplier Site Organizations Step 5 3 Copyright 2010, Oracle. All rights reserved. 50 Select the processing options for the result set Mass Maintenance Assign Items to Supplier Site Organizations Step 6 3 Copyright 2010, Oracle. All rights reserved. 51 User searches for the Items Mass Maintenance Assign Items to Organizations Step 1 3 Copyright 2010, Oracle. All rights reserved. 52 The Item search results can be refined Mass Maintenance Assign Items to Organizations Step 2 3 Copyright 2010, Oracle. All rights reserved. 53 The User enters the search values for the Organization or Organization Hierarchy Mass Maintenance Assign Items to Organizations Step 3 3 Copyright 2010, Oracle. All rights reserved. 54 The resulting Organizations are displayed and can be refined These icons indicate security access to the Organizations Mass Maintenance Assign Items to Organizations Step 4 3 Copyright 2010, Oracle. All rights reserved. 55 The options allow existing Structures for the Items to be also assigned and allows packs to assigned based on the Pack Item in selected Item sets Mass Maintenance Assign Items to Organizations Step 5 3 Copyright 2010, Oracle. All rights reserved. 56 Select the processing options for the result set Mass Maintenance Assign Items to Organizations Step 6 3 Copyright 2010, Oracle. All rights reserved. 57 Batches from Mass Flows will use this window to schedule the batch Mass Maintenance Assign Items to Organizations Step 7 3 Copyright 2010, Oracle. All rights reserved. 58 Select Display with Columns based on Association Mass Maintenance Update Supplier Assignment Attributes Step 1 3 Copyright 2010, Oracle. All rights reserved. 59 Export to Excel Spreadsheet, columns are based on Display Format Mass Maintenance Update Supplier Assignment Attributes Step 2 3 Copyright 2010, Oracle. All rights reserved. 60 Select Viewer for Excel File Export Or Select Reporting for document export Mass Maintenance Update Supplier Assignment Attributes Step 3 3 Copyright 2010, Oracle. All rights reserved. 61 The Excel spreadsheet is downloaded to the Users desktop when the User can update and Import the changes Mass Maintenance Update Supplier Assignment Attributes Step 4 3 Copyright 2010, Oracle. All rights reserved. 62 Item Advanced Search 3 Copyright 2010, Oracle. All rights reserved. 63 Search and Display Style and SKU Items Item - Org / Store attributes Item - Supplier / Site attributes Item - Org - Supplier / Site attributes Alternate Catalogs New Item Request Number Include AG of child ICC in Search Criteria and Display Format Item Advance Search Description 3 Copyright 2010, Oracle. All rights reserved. Item Advanced Search Search Different Entities 3 Copyright 2010, Oracle. All rights reserved. 65 Item Advanced Search Setup Search Criteria Different Entities Style attribute 3 Copyright 2010, Oracle. All rights reserved. Attribute Setup for a Item Category 3 Copyright 2010, Oracle. All rights reserved. 67 Item Advanced Search Setup Display Format Different Entities 3 Copyright 2010, Oracle. All rights reserved. 68 Item Advanced Search Process Search Criteria Different Entities Alternate Catalogs 3 Copyright 2010, Oracle. All rights reserved. 69 Item Advanced Search Process Display Format Alternate Catalogs Item Supplier Item Supplier site 3 Copyright 2010, Oracle. All rights reserved. New Supplier Association Entities Item - Supplier / Supplier Site Intersection 3 Copyright 2010, Oracle. All rights reserved. New Supplier Association Entities Item / Organization Intersection 3 Copyright 2010, Oracle. All rights reserved. 72 Item Purge Changes 3 Copyright 2010, Oracle. All rights reserved. 73 Item Purge Changes Description Item delete will support delete of Style and SKU Items Style and SKU constraint Cannot delete Style Item if SKU exists Item delete program will also delete Item Supplier, Item Supplier Site and Item Organization Supplier Site Delete Item organization delete will also delete Item Org Supplier Site records for that org 3 Copyright 2010, Oracle. All rights reserved. 74 Item Purge Changes Setup Delete Constraints New Style SKU Constraint 3 Copyright 2010, Oracle. All rights reserved. 75 Item Purge Changes Process Delete Groups Delete Group will also delete Style, SKU, New Item assignments 3 Copyright 2010, Oracle. All rights reserved. 76 Publication 3 Copyright 2010, Oracle. All rights reserved. 77 Publication Description Publication of following Item related information using business events and query services Item Master Attributes Item Organization Intersection and Attributes Item - Supplier/Supplier Site Intersection and Attributes Item - Supplier/Supplier Site - Organization Intersection and Attributes Style-SKU Relationship Alternate Catalogs Related Items Item Cross References Item Structure Pack Hierarchies 3 Copyright 2010, Oracle. All rights reserved. 78 Publication Business Events Batch.postBatchProcessRaised when batch is processed.item.associations.createRaised when an Item association is created item.associations.updateRaised when an Item association is updated item.associations.deleteRaised when an Item association is deleted item.postAttributeChangeRaised after the user defined attributes for the Item/revision or its association are updated. item.postValidCategoryChangeRaised when a Category is added to a catalog or removed from a catalog. This event is also raised when the attributes of catalog are changed. oracle.apps.ego 3 Copyright 2010, Oracle. All rights reserved. 79 Publication Query Services getItemAttributesReturns primary and user defined attributes for the specified Item Organization getItemSupplierAttributesReturns information about the specified Item Supplier Assignment getItemSupplierSiteAttributesReturns information about the specified Item Supplier Site Organization Assignment getItemCategoryAttributesReturns information about the specified Item Category getCategoryAttributesReturns information about a Category getCatalogAttributesReturns information about a Catalog getStructureAttributesReturns information about the BOM/Structure/Pack Hierarchy header for the specified item 3 Copyright 2010, Oracle. All rights reserved. 80 Publication Setup Business Events Access business events via Workflow Administrator Web Applications Responsibility 3 Copyright 2010, Oracle. All rights reserved. Data Model Summary with Self-Generating User Interface All Upgradable Parent/Child Cross-Reference Attributes 3 Copyright 2010, Oracle. All rights reserved. 82 Summary Item Advanced Search Search for Style and SKU Items, new Item assignments, and Alternate Catalogs Modifications to Search Criteria and Display format to include new Item assignments and its attributes Mass Maintenance Mass flows for new Item assignments. Change Management for Item assignments Review and approval of Item assignment attribute changes Item Purge Changes Delete Style and SKUs Items Delete for Item assignments Publication Query and Publish Item data 3 Copyright 2010, Oracle. All rights reserved. 83 Additional Resources 3 Copyright 2010, Oracle. All rights reserved. 84 Additional Resources For more release information on MetaLink https://metalink.oracle.com/metalink/plsql/ml2_documents.showDocu ment?p_database_id=NOT&p_id= https://metalink.oracle.com/metalink/plsql/ml2_documents.showDocu ment?p_database_id=NOT&p_id= For more information about Oracle Applications http://www.oracle.com/applications/home.htmlhttp://www.oracle.com/applications/home.html For more information about Education http://www.oracle.com/education/index.htmlhttp://www.oracle.com/education/index.html For more information about Support http://www.oracle.com/support/http://www.oracle.com/support/ For MetaLink information http://metalink.oracle.com/http://metalink.oracle.com/ For Oracle Product documentation: http://www.oracle.com/technology/documentation/applications.htmlhttp://www.oracle.com/technology/documentation/applications.html