Oracle Product Workbench allows users to view and edit the list of favorite items for different organizations. The Favorites list comprises a list of the frequently accessed items per user per organization. It is intended to reduce the effort in locating an item every time the user wants to refer/edit information related to it. Through this list, the user can access the information quickly without searching for items.
Attention: You can only assign an item to only those organizations to which you have permission.
Editing Favorites List
Users can select an item from the item search results or from the structure window and add the selected item to this list by a right click menu action.
Similarly, users can select an entry from the Favorites list and remove the selected item from the list by another right click menu action.
Viewing Items from Favorite List
Users can select an entry from the Favorites list and invoke the details window by a right click action. A new window is opened displaying the item information organized over different TABs. If the user changes the selection in the favorites list, the item information being displayed in the details window also changes appropriately.
You can select and work in multiple organizations in the Product workbench. In the left pane of the Product Workbench, you can use the right click mouse function to Search and Select Organization. This will allow you to select another organization other than the default organization already displayed.
The organization and its items you have now selected will display in the Product Workbench.
You can select and open these items in the structure windows.
Note: When you set the organization active in the left pane , all further action like Item Search that you select from the Edit menu are by default performed on your active organization. If you have a Structure already open in organization M1 and now set the active organization to V1, action(s) that you perform in that Structure Window would continue to be performed only in M1 and would not switch to V1.
(In the Product Workbench you can conduct multiple Item searches, each with a specific purpose like search for components or verses searching for items.)
Oracle Product Workbench allows user to search for items in different organizations. You can execute both simple and advanced search from Oracle Product Workbench.
To perform Simple Search:
Select an organization and then enter a partial or complete item name you want to search for. Use "%" as the wildcard character to enter partial searches as part of the search criteria.
Click the simple search toolbar menu. All items matching the specified criterion are listed in the search result window.
Attention: History of the above searches is maintained for each user and is displayed in the search poplist. To repeat the query, select the previously used string, and click the simple search toolbar button.
To perform Advanced Search:
Select an organization and then click on the advanced search icon in the toolbar menu.
Specify the search criteria, and choose a display format.
Click Search.
Additional Information: You can review these results and then select one or more results, and click Apply. The selected items will be displayed in the search results/item details window.
Search Results
The search results are displayed as nodes under the organization name in a hierarchical format. These results can be sorted on item number or description. Structures created for an item get listed when the node corresponding to the item is expanded. If the user changes the selection in the search results, the item information being displayed in the details window changes appropriately.
Users can view and modify item information in Oracle Product Workbench based on their privileges on this information. The item information is organized on the following tabs in the 'Details' window:
Item Number, Current Revision, Description, Long Description, Primary UOM, Item Catalog category, Lifecycle etc for the selected item are displayed. Select the icon in the attribute tab to show the complete information.
Users with editing privileges can edit the description and long description of the context item. Users can also navigate to html item information pages by clicking the hyperlink against the item number.
This tab shows the item attributes (both seeded and user-defined) in a hierarchical view under the "Item" node. Different Item attributes are grouped under an attribute group, multiple attribute groups are grouped under an item page, and different item pages are listed under the item node. An Item revision context switcher is provided on this tab to enable users to view the revision level attribute values for the selected revision.
Only those attribute groups are shown on which the user has at-least view privilege. The revision level attribute groups, org-controlled attributes, multi-row attribute groups and the attribute groups under change control are visually indicated through different icons against the attribute group node.
In-place editing of attributes is supported in product workbench. Double click on an attribute value to modify the same. Based on the value set attached to the attribute, the values that the user can specify are restricted.
On modification, the values are not directly saved; they are retained in the markup mode (as per the color scheme configured on a per user basis) and the user can save these changes directly or through a change order based on the change policies.
Item attributes cannot be edited in any of the following scenarios:
Master Org controlled attributes in Child organizations
User does not have edit privileges on the attribute group.
Attribute changes are not allowed in the current lifecycle state of the item as per the change policy.
These attributes are indicated with a yellow background. Double clicking on the field will not change the field to the edit mode.
All revisions that have or have not been implemented are listed on this TAB. Users with appropriate privileges can also create new revisions for the selected item.
An imploded list of all the assemblies using the selected item as a component is shown on this TAB. Users can view the where-used report for a an implosion date/unit number different from the defaulted ones by selecting the values appropriately.
Display format has been seeded to restrict the attributes shown in the report.
Top item check box is provided to show only the end assemblies (without the hierarchy) in this report.
To open the structure in a new window, select an assembly in the where-used report and right click on the "open" /"open with" menu option.
Item where-used functionality supports components of End Item Revision effective structure. On a given implosion date, you can check a parent revision against from and to effective revision for the component. If component is effective, the parent will be included in the item where-used tree. For a component of a fixed revision parent, the component's effectivity is checked on the end date of fixed revision irrespective of implosion date.
The Current Organization option has a Revision filter that selects first level parents having the selected revision of the component as fixed revision. After the first level, implosion will be carried out normally.
The columns Revision and Component Revision in BOM in the where-used table, show the item revision and component's fixed revision in the structure information.
To support Exclusion Rules for where-used, for a excluded component in Product Workbench, the end item from which the component is excluded is displayed in italics.
You can use the Unit option as a filter to control the display on from/to Unit number to support unit effectively.
An attachment is unstructured information related to an item. For example, unstructured information attached to an item could be a marked up CAD drawing, test results document, specification sheet, or URL.
In the current release of Product workbench only the EBS repository is supported. Product Workbench supports viewing, adding and detaching these attachments.
All the item attachments are listed on this TAB. User can filter these attachments on the basis of item revision by selecting appropriate value from the item revision context switcher.
Adding Attachments
User clicks the appropriate icon to attach a desktop file, text or URL document to the selected item. When a document is being attached, the user can specify an Attachment Category to classify the document.
Viewing Attachments
User can select an attachment from the list and click the View Attachment icon to view the attachment in a new window.
Detaching attachments
User can select an attachment from the list and click the Detach icon for the document that needs to be detached.
Viewing the attachment list in HTML
User can click on the View attachment list icon to launch the list in html workbench. This workbench also lists the Oracle Files (OF) as well as the EBS attachments.
The Change Management tab lists the pending change objects for the selected item. The user can view only those change objects on which at-least view privilege has been granted to the user.
User can create new changes for change order and issue based categories from this TAB.
User can change the selection in "Change Category" poplist to view the change categories like change orders created for the selected item for the selected category.
User can use the Search Criteria to filter the change order by type.
User can use Create Change Order icon to create a new change order.
User can choose a display format to restrict the columns being displayed in the list.
User can sort the list on any one of the displayed columns.
User can choose to hide one or more of the available columns on display. User can also unhide a hidden column.
Different resize actions are possible on the columns.
User can filter the list of issues by selecting a value in the search criteria poplist.
User can use the filter to define a filter as well as a right click function.
User can filter the filtered results by selecting a value displayed in a column and doing a right click action "Filter". E.g. If "Assigned To" field is being displayed in the issues list and user selects a value say "Sachin Patel" and does a filter, only those issues are listed that are assigned to Sachin Patel. Filters get progressively applied using this functionality.
User can apply additional filters against one or more of the following three change attributes irrespective of whether these attributes are displayed or not:
Status
Assigned to
Priority
User can view changes created for a specific item revision by selecting appropriate value in the revision poplist. Besides specific revisions created for the item, values "None" and "All" are also available in this poplist.
User can double click on an entry in the list of change to launch the change details in html UI.
Use the Relationships tab to view the reference designators, component operations and substitute components associated with the structure.