1. Copyright © 2007, Oracle. All rights reserved. Managing Items and Item Catalogs

2. Copyright © 2007, Oracle. All rights reserved. Objectives After completing this module, you should be able to: Create item catalog categories Explain user-defined attributes Describe value sets Discuss custom privileges Discuss item business events Associate attribute groups with item catalog categories Create import formats Use spreadsheets Manage lifecycle phases

3. Copyright © 2007, Oracle. All rights reserved. Agenda Overview Item catalog categories Spreadsheets Lifecycle phases Summary

4. Copyright © 2007, Oracle. All rights reserved. Overview Category A logical classification of items that have similar characteristics Catalog A distinct grouping scheme and consists of categories

5. Copyright © 2007, Oracle. All rights reserved. Scenario The Engineering Group is tasked with creating processes to reduce item part proliferation. Every time a need arises, some engineers find it easier to just create a new part number. The engineers say that it is easier and quicker to create a new item. They need a method for item classification. Data security is important because it is different for different groups. They would like to search for items, based on the items’ characteristics, and they would like to quickly compare one item to others and have that comparison appear differently for each item type.

6. Copyright © 2007, Oracle. All rights reserved. Item Catalog Category Diesel Engines Make____ Model____ Price____ Attribute N____ Valves____ Fuel Injection____ Category Electric Motors Make____ Model____ Price____ Attribute N____ Motor Type____ Rating____ KW____ Category Engines Make____ Model____ Price____ Attribute N____

7. Copyright © 2007, Oracle. All rights reserved. Terminology Attribute = Unique Item characteristics –RPM, Length, Usage, Markets, Implementation Costs – any item information that you would like to capture that the Operational Attributes do not cover. Attribute Group = A grouping of related attributes –Mechanical Specifications, Marketing Specifications Value Set = A grouping to capture the valid values of a a particular attribute –Examples of item attributes: — Markets, Horsepower, Torque, RPM, Kilowatt

8. Copyright © 2007, Oracle. All rights reserved. Catalog Creation Process Gather item types that need classification (high level). Classify or categorize these items. Define any parent child relationships (hierarchy). Gather the unique types of specifications required for each type of classification at a high level. Gather the unique specifications required within the group. Define any specified values that must be used.

9. Copyright © 2007, Oracle. All rights reserved. Catalog Creation Process Gather item types that need classification (high level). Classify or categorize these items. Define any parent child relationships (hierarchy). Gather the unique types of specifications required for each type of classification at a high level. Gather the unique specifications required within the group. Define any specified values that must be used.

10. Copyright © 2007, Oracle. All rights reserved. Item Classification and Hierarchy

11. Copyright © 2007, Oracle. All rights reserved. Catalog Creation Process Gather item types that need classification (high level). Classify or categorize these items. Define any parent child relationships (hierarchy). Gather the unique types of specifications required for each type of classification at a high level. Gather the unique specifications required within the group. Define any specified values that must be used.

12. Copyright © 2007, Oracle. All rights reserved. Item Classification with Unique Requirements

13. Copyright © 2007, Oracle. All rights reserved. Catalog Creation Process Gather item types that need classification (high level). Classify or categorize these items. Define any parent child relationships (hierarchy). Gather the unique types of specifications required for each type of classification at a high level. Gather the unique specifications required within the group. Define any specified values that must be used.

14. Copyright © 2007, Oracle. All rights reserved. Item Classifications

15. Copyright © 2007, Oracle. All rights reserved. Catalog Creation Process Gather item types that need classification (high level). Classify or categorize these items. Define any parent child relationships (hierarchy). Gather the unique types of specifications required for each type of classification at a high level. Gather the unique specifications required within the group. Define any specified values that must be used.

16. Copyright © 2007, Oracle. All rights reserved. Item Classifications

17. Copyright © 2007, Oracle. All rights reserved. Item Classifications (continued)

18. Copyright © 2007, Oracle. All rights reserved. Item Catalog Category User defined category hierarchy User defined attributes for each category Attribute inheritance for easy maintenance Assign components to categories Ability to provide security at required levels Category Diesel Engines Make____ Model____ Price____ Attribute N____ Valves____ Fuel Injection____ Category Electric Motors Make____ Model____ Price____ Attribute N____ Motor Type____ Rating____ KW____ CategoryEngines Make____ Model____ Price____ Attribute N____ Category Attributes Category Inherited Attributes HierarchyHierarchy Unique Attributes

19. Copyright © 2007, Oracle. All rights reserved. Agenda Overview Item catalog categories Spreadsheets Lifecycle phases Summary

20. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

21. Copyright © 2007, Oracle. All rights reserved. Creating Value Sets Value sets consist of data type and validation rules. When creating value sets, you must specify a validation type: Table Independent

22. Copyright © 2007, Oracle. All rights reserved. Practice: Creating Values and Value Sets Using the following diagram, create the data that is used to populate specific attributes. Students log into Oracle with User Name and Password welcome

23. Copyright © 2007, Oracle. All rights reserved. Practice: Creating Values and Value Sets

24. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

25. Copyright © 2007, Oracle. All rights reserved. Creating User-Defined Attributes User-defined attributes: Created for items, projects, and change orders Aggregated into attribute groups –Multiple or single row For each attribute: –Specify a value set — Data type and validation rules Item

26. Copyright © 2007, Oracle. All rights reserved. Creating User-Defined Functions Functions use input and/or output parameters. They are: J2EE Standard Java URL PL/SQL

27. Copyright © 2007, Oracle. All rights reserved. Creating Custom Privileges You can create custom privileges for: Function Object

28. Copyright © 2007, Oracle. All rights reserved. Item Business Events Use Oracle Workflow to automatically trigger actions associated to certain item business events.

29. Copyright © 2007, Oracle. All rights reserved. Practice: Defining Values and Creating Attributes Using the following diagram, create the required groups, attributes and connect the values. Remember to create your independent values first.

30. Copyright © 2007, Oracle. All rights reserved. Practice: Defining Values and Creating Attributes

31. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

32. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories An item catalog category is hierarchically structured, with characteristics that are inherited throughout its hierarchy. Attribute groups Pages Lifecycles Search criteria templates Result formats

33. Copyright © 2007, Oracle. All rights reserved. Practice: Creating ICCs and Adding Attribute Groups Using the following diagram, complete the catalog creation. Students replace XX with a unique identifier You have already created the Parent Item Catalog Category, XX Engines, and the Item Catalog Category, XX Diesel Engines.

34. Copyright © 2007, Oracle. All rights reserved. Practice: Creating ICCs and Adding Attribute Groups

35. Copyright © 2007, Oracle. All rights reserved. Updating Item Catalog Categories You can correct a mistake or reclassify an item catalog category.

36. Copyright © 2007, Oracle. All rights reserved. Recap You need to track many different elements of a product line. How can you solve this? Some of these elements are free form and others have to choose from a predefined set of data. How can you solve this?

37. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

38. Copyright © 2007, Oracle. All rights reserved. Business Issues We have set up the catalog basis for Vision Engines. Vision Engines needs to ensure security on different objects at different levels. They also need to ensure that a parametric search is possible on their items. They would like to control the amount of data that is displayed.

39. Copyright © 2007, Oracle. All rights reserved. Item Catalog Category Person A security mechanism that enables a person with this role to create new items or associate an existing item within a specific item catalog category. Performed by associating the Item Catalog Category Role to a specific person. Example: –Your Design Engineer can create items for the Diesel Engine and Diesel Engines. –The Product Manager creates items for the Electric Motors.

40. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

41. Copyright © 2007, Oracle. All rights reserved. Item Person An item person is a user who can update information for an Item, in a particular organization.

42. Copyright © 2007, Oracle. All rights reserved. Practice: Assign Item Catalog Person and Item People Using the following diagram, complete the following assignments: Only your Design Engineer can create items for item catalog category XX Diesel Engines. Only your Product Manager can create items for item catalog category XX Electric Motors. Your Supplier Engineer can be assigned a role on either of these item catalog categories.

43. Copyright © 2007, Oracle. All rights reserved. Practice: Assign Item Catalog Person and Item People

44. Copyright © 2007, Oracle. All rights reserved. Item Role Inheritance Organization Level Item Catalog Category Level Item Level

45. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

46. Copyright © 2007, Oracle. All rights reserved. Creating Item Pages Item Page A mechanism for customizing the user interface –Example: If you have defined a user-defined Attribute Group of implementation costs, you can have this specific Attribute Group appear under the Costing operational Attribute Group. A grouping of Attribute Groups for a specific Item Catalog Category that appears to enable maintenance ease

47. Copyright © 2007, Oracle. All rights reserved. Practice: Creating Item Pages Use the following diagram to create a method to gain access to the attribute groups and values. Create pages for all of the item catalog categories. Students replace XX with a unique identifier

48. Copyright © 2007, Oracle. All rights reserved. Practice: Creating Item Pages

49. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

50. Copyright © 2007, Oracle. All rights reserved. Item Catalog Category Search Criteria What is item catalog category search criteria? A method that enables customization of search criteria, used in performing an advanced search within an item catalog category How is this performed? Define search criteria by selecting both operational and item category attributes Optionally specify operators and values Why is this performed? To enable each user to perform parametric searches, based on the user-defined or operational attributes

51. Copyright © 2007, Oracle. All rights reserved. Practice: Defining Search Criteria The Diesel Engine Engineering Group wants to perform parametric searches using the following criteria. How would you set this up? –Item Number –Description –XX Diesel Model Information –XX Diesel Engine Specifications –Torque Rating for XX Diesel Engines –Diesel Engine RPM ratings –Model Number for XX Diesel Engines –Horsepower Rating for XX Diesel Engines View the Advanced Search Criteria

52. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

53. Copyright © 2007, Oracle. All rights reserved. Defining Item Catalog Display Formats Use display formats to define the standard search result views, by the item catalog category, enabling you to customize the presentation of data. Select the attributes for display. Specify up to three sort columns. Include display sections (multi-row attribute groups, attachments, issues, change orders, structures) to enable shortcuts to detailed item information, within the search results.

54. Copyright © 2007, Oracle. All rights reserved. Practice: Creating Display Formats When the Diesel Engine Engineering Group performs their parametric search, they want the data to appear as follows: Item Number (with the item number heading changed to Part Number) Description XX Diesel Model Information XX Diesel Engine Specifications Model Number for XX Diesel Engines Torque Rating for XX Diesel Engines Diesel Engine RPM ratings

55. Copyright © 2007, Oracle. All rights reserved. Practice: Defining Display Formats Horsepower Rating for XX Diesel Engines They want to sort by the following: –XX Diesel Model Information, ascending first –XX Diesel Engine Specifications, ascending second –Torque Rating for XX Diesel Engines, ascending third They want to view information on the XX Diesel Engine, XX Diesel Engine Specifications, the change order policies, and issues

56. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

57. Copyright © 2007, Oracle. All rights reserved. Defining Item Generation Rules Specify item number generation rules for each item catalog category –User-defined, Function-generated, Sequence-generated, Inherited from Parent — If sequence-generated, specify a prefix, increment, and suffix — If function-generated, specify a function parameter to attribute mapping Specify the item description generation rule –User-defined, Function-generated, Inherited from Parent –If function-generated, specify the function parameter to attribute mapping

58. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

59. Copyright © 2007, Oracle. All rights reserved. Defining Item Catalog Import Formats Create import formats to import primary and user-defined item attributes through Excel: Specify whether the import format is for importing items or item revisions Specify which attributes to import for item creation or updates

60. Copyright © 2007, Oracle. All rights reserved. Agenda Overview Item catalog categories Spreadsheets Lifecycle phases Summary

61. Copyright © 2007, Oracle. All rights reserved. Creating New Items from Import After creating import formats, you can use them to import items, from spreadsheets, into the Product Lifecycle Management application.

62. Copyright © 2007, Oracle. All rights reserved. Updating Items from Export and Import After importing items into PLM, you may need to update them. You can export them back into a spreadsheet, update them, and then import them back into PLM. You can also use the mass update function.

63. Copyright © 2007, Oracle. All rights reserved. Agenda Overview Item catalog categories Spreadsheets Lifecycle phases Summary

64. Copyright © 2007, Oracle. All rights reserved. Creating Item Catalog Categories

65. Copyright © 2007, Oracle. All rights reserved. Lifecycle Phases An item lifecycle is a sequence of phases (for example, Concept, Design, Prototype, Production, Retirement) Each phase represents a distinct stage in the development lifecycle of the item. ConceptDesignPrototypePre- Production ProductionRetirement

66. Copyright © 2007, Oracle. All rights reserved. Lifecycles You can create lifecycles to manage the lifecycle phases of your items and item revisions. New Part Introductions Part Revision Process

67. Copyright © 2007, Oracle. All rights reserved. Setup Flow Projects PLM Time-zone Setups Create Phases Create Lifecycle Add Phases to Lifecycle Create Item Status Link Status to Phase Link Lifecycle to Item Catalog Category Set Up Site Profile ‘Server Time- Zone Set Up User Preferences

68. Copyright © 2007, Oracle. All rights reserved. Item Statuses Item status is the state of the item and defines the eligible activities that you can perform on the item. PLM Create Item Status Link Status to Phase Link Lifecycle to Item Catalog Category

69. Copyright © 2007, Oracle. All rights reserved. Lifecycle Phases and Item Statuses Associating item statuses with a lifecycle phase enables definition and control of the eligible activities that you can perform on the item in each phase of its lifecycle. PLM Create Item Status Link Status to Phase Link Lifecycle to Item Catalog Category

70. Copyright © 2007, Oracle. All rights reserved. Assigning Lifecycles to Item Catalog Categories Associating a lifecycle with an item catalog category makes the lifecycle available for all items in the item catalog category. PLM Create Item Status Link Status to Phase Link Lifecycle to Item Catalog Category

71. Copyright © 2007, Oracle. All rights reserved. Agenda Overview Item catalog categories Spreadsheets Lifecycle phases Summary

72. Copyright © 2007, Oracle. All rights reserved. Summary In this module, you should have learned how to: Create item catalog categories Explain user-defined attributes Describe value sets Discuss custom privileges Discuss item business events Associate attribute groups with item catalog categories Create import formats Use spreadsheets Manage lifecycle phases