Setup Checklist

After you log on to Oracle Work in Process, complete the following steps, in the order shown, to
set up Oracle Work in Process:
Step
#

Work Order-less
Schedules

Description

Discrete Repetitive Projects

Define Work in Process

Parameters

Required Required

Required Required

Define WIP Accounting Classes

Required Required

Required Required

Set Work in Process Profile

Options

Required Required

Required Required

Define Production Lines

Optional Required

Optional Optional

Associate Lines and Assemblies

NA

N/A

Define Schedule Groups

Optional NA

Optional Optional

Define Employees (Optional if

using resources)

Optional Optional

Optional Optional

Define Labor Rates (Optional if

using resources)

Optional Optional

Optional Optional

Define Shop Floor Statuses

(Optional if using resources)

Optional Optional

Optional NA

10

Define Job and Schedule

Documents

Optional Optional

Optional NA

11

Define Operation Documents

Optional Optional

Optional NA

Required

Optional

Setup Steps
Step 1 Define your Work in Process Parameters
You must define modes of operation that affect other functions in Oracle Work in Process and
assign default values before you can perform any transactions in your organization. You must
also enable the intraoperation steps you want to use in your routings to allow detailed tracking
within operations on the shop floor. Oracle Work in Process always enables queue for each
operation and To Move for the final operation in a routing..

Step 2 Define your WIP Accounting Classes

You must define your work in process accounting classes before you can define discrete jobs and
repetitive assemblies. You must define separate accounting classes for standard discrete jobs,
non-standard expense jobs, non-standard asset jobs, and repetitive assemblies. Accounting
classes include the elemental valuation and variance accounts you use to cost discrete and
repetitive production..
Step 3 Set your Work in Process Personal Profiles (Optional)
Profile options specify how Work in Process controls access to and processes data. In general,
profile options can be set at one or more of the following levels: site, application, responsibility,
and user..
Step 4 Define your Production Lines (Optional)
You can associate production lines with repetitive assemblies, discrete jobs, and work order-less
completions. A production line describes a unique set of operations, departments, and/or
manufacturing cells that produce one or more of your products. You can build different repetitive
assemblies on the same production line. This allows you to use production lines to aggregate, by
production line, material requirements for a number of assemblies. You can also build the same
assembly on different production lines.
Production lines can optionally be assigned to discrete jobs for informational purposes only. You
can update but note delete production lines.
Step 5 Define your Repetitive Assemblies (Optional)
If you manufacture assemblies repetitively, you must define your repetitive assemblies and
associate them with production lines. You must do this before you can define repetitive
schedules..
Step 6 Define Schedule Groups (Optional)
You can define schedule groups then assign them to jobs or work order-less completions. For
example, you can define a schedule group then assign that schedule group to a group of jobs that
are being built on a specific production line and that must be completed on a specific date for a
planned departure..
Step 7 Define your Employees (Optional)
If you do not install Oracle Human Resource Management Systems with Oracle Work in
Process, you use the Enter Employees form to define employees whose labor rates you want to
charge.
Step 8 Define your Employee Labor Rates (Optional)

If you want to charge employee labor rates in Oracle Work in Process, you must define the
hourly labor rate of your employees. Oracle Work in Process uses employee rates when you
manually charge Person type resources to jobs or repetitive schedules which do not charge at
standard, and when you associate an employee number with the resource you are charging. See:
Step 9 Define your Shop Floor Statuses (Optional)
If you want to optionally prevent move transactions from steps within an operation, you can
define shop floor statuses which prevent moves and assign them to operations and intraoperation
steps within discrete jobs or repetitive schedules. You can also use these statuses to record more
detailed information regarding assemblies at a particular step within an operation. See:
Step 10 Define Job and Schedule Documents (Optional)
You can define standard job and schedule documents and then attach them to jobs and repetitive
schedules. See:
Step 11 Defining Operation Documents (Optional)
You can define operation documents then attach them to work in process routing operations. See: