11i Bills of Material and Engineering Fundamentals - 14858GC20 - D22400 - SG1

11i Bills of Material and
Engineering Fundamentals
Volume 1 - Student Guide
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14858GC20
Edition 2.0
November 2005
D22400
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Copyright 2000, 2005, Oracle. All rights reserved.

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
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The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
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U.S. GOVERNMENT RIGHTS
The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
Author
Leanne Vakoc
Technical Contributors and Reviewers
Mary Hartman, Steve Sandberg, Francois Guerrini
This book was published using:
oracletutor
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Table of Contents
Defining Items ..................................................................................................................................................1-1
Defining Items ...............................................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Agenda...........................................................................................................................................................1-4
Manufacturing and Engineering Items ..........................................................................................................1-5
Item Functionality..........................................................................................................................................1-6
Steps to Setup, Define and Maintain Items....................................................................................................1-7
Defining Items ...............................................................................................................................................1-8
Master Items ..................................................................................................................................................1-9
Master Item Window .....................................................................................................................................1-12
Agenda...........................................................................................................................................................1-13
Item Templates ..............................................................................................................................................1-14
Available Templates ......................................................................................................................................1-15
User Defined Templates ................................................................................................................................1-17
Item Templates Summary..............................................................................................................................1-18
Agenda...........................................................................................................................................................1-19
Item Attribute Controls..................................................................................................................................1-20
Item Defining Attributes................................................................................................................................1-22
Item Statuses and Attributes ..........................................................................................................................1-23
Item Attribute Groups....................................................................................................................................1-24
Status Attributes and Functionality ...............................................................................................................1-27
Item Status .....................................................................................................................................................1-29
Item Attribute Relationships..........................................................................................................................1-30
Status Attribute Interdependencies ................................................................................................................1-31
Agenda...........................................................................................................................................................1-33
Organization Assignment and Organization Item..........................................................................................1-34
Item Control Level.........................................................................................................................................1-35
Organization Assignments.............................................................................................................................1-37
Creating and Changing Organization Items...................................................................................................1-38
Agenda...........................................................................................................................................................1-39
Searching Items .............................................................................................................................................1-40
Search Results ...............................................................................................................................................1-41
Agenda...........................................................................................................................................................1-42
Viewing Item Information .............................................................................................................................1-43
Viewing Item Revisions ................................................................................................................................1-44
Viewing Item Attributes ................................................................................................................................1-45
Viewing Item Categories ...............................................................................................................................1-46
Agenda...........................................................................................................................................................1-47
Overview of Item Cataloging ........................................................................................................................1-48
Creating Item Catalog Groups .......................................................................................................................1-49
Defining Item Catalog Groups.......................................................................................................................1-50
Defining Descriptive Elements......................................................................................................................1-51
Concatenated Item Descriptions ....................................................................................................................1-53
Defining Aliases ............................................................................................................................................1-55
Practice Overview: Creating Items ...............................................................................................................1-56
Practice - Creating Items ...........................................................................................................................1-57
Solution Creating Items ..........................................................................................................................1-59
Practice Overview: Defining and Assigning Item Statuses ..........................................................................1-67
Practice - Defining and Assigning Item Statuses.......................................................................................1-68
Solution Defining and Assigning Item Statuses .....................................................................................1-70
Summary........................................................................................................................................................1-75
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Setting Up Bills of Material and Routings.....................................................................................................2-1

Copyright Oracle Corporation, 2005. All rights reserved.
11i Bills of Material and Engineering Fundamentals Table of Contents

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Setting Up Bills of Material and Routings.....................................................................................................2-2

Objectives ......................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Using the Workday Calendar.........................................................................................................................2-5
Repeating Workday Patterns .........................................................................................................................2-8
Workday Exceptions......................................................................................................................................2-10
Shifts..............................................................................................................................................................2-12
Practice Overview: Defining Workday Calendars........................................................................................2-15
Practice - Defining Workday Calendars ....................................................................................................2-16
Solution Defining Workday Calendars...................................................................................................2-17
Agenda...........................................................................................................................................................2-24
Setup for Items and Bills of Material.............................................................................................................2-25
Key Flexfields ...............................................................................................................................................2-26
Bill of Material Parameters............................................................................................................................2-28
Creating Alternates ........................................................................................................................................2-31
Creating Custom Deletion Constraints ..........................................................................................................2-32
Defining Department Classes ........................................................................................................................2-34
Defining Departments....................................................................................................................................2-35
Defining Locations ........................................................................................................................................2-37
Defining Resources........................................................................................................................................2-38
Assigning Resources to Departments ............................................................................................................2-42
Assigning Shifts to Resources .......................................................................................................................2-45
Capacity Changes ..........................................................................................................................................2-46
Defining Capacity Changes ...........................................................................................................................2-47
Bill of Material Profiles .................................................................................................................................2-49
Practice Overview: Defining Resources and Departments ...........................................................................2-51
Practice - Defining Resources and Departments........................................................................................2-52
Solution Defining Resources and Departments ......................................................................................2-54
Summary........................................................................................................................................................2-61
Creating Bills of Material ...............................................................................................................................3-1
Creating Bills of Material ..............................................................................................................................3-2
Objectives ......................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
Bills of Material Overview ............................................................................................................................3-5
Bills of Material.............................................................................................................................................3-6
Types of Bills of Material..............................................................................................................................3-8
Example of BOM ..........................................................................................................................................3-10
Phantom Assembly ........................................................................................................................................3-11
Single Organization Bills of Material............................................................................................................3-13
Integration......................................................................................................................................................3-14
Agenda...........................................................................................................................................................3-16
Standard Bills of Material..............................................................................................................................3-17
Valid Parent/Component Relationships.........................................................................................................3-18
Entering Bills of Material ..............................................................................................................................3-19
Bill Details.....................................................................................................................................................3-23
Assigning Descriptive Elements....................................................................................................................3-24
Creating Reference Designators ....................................................................................................................3-25
Assigning Substitute Components .................................................................................................................3-27
Agenda...........................................................................................................................................................3-29
Primary and Alternate Bills of Material ........................................................................................................3-30
Alternates.......................................................................................................................................................3-32
Agenda...........................................................................................................................................................3-33
Model/Unit Effectivity Overview..................................................................................................................3-34
Model/Unit Effectivity Rules ........................................................................................................................3-35
Model/Unit Effectivity Setup ........................................................................................................................3-37
Model/Unit Effectivity Example ...................................................................................................................3-38
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Model/Unit Effectivity Features ....................................................................................................................3-40

Viewing Model/Unit Effectivity....................................................................................................................3-41
Practice Overview: Creating Standard Bills of Material ..............................................................................3-42
Practice - Creating Standard Bills of Material ...........................................................................................3-43
Solution Creating Standard Bills of Material..........................................................................................3-44
Summary........................................................................................................................................................3-48
Creating Customized Bills of Material ..........................................................................................................4-1
Creating Customized Bills of Material ..........................................................................................................4-2
Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-4
Overview .......................................................................................................................................................4-5
Item Attributes...............................................................................................................................................4-6
Planning Bills of Material..............................................................................................................................4-7
Model Bills of Material .................................................................................................................................4-9
Option Class Bills of Material .......................................................................................................................4-12
Option Classes ...............................................................................................................................................4-13
Bill of Material Data......................................................................................................................................4-14
Implicit Rules ................................................................................................................................................4-16
Optional .........................................................................................................................................................4-18
Mutually Exclusive........................................................................................................................................4-19
Quantity Minimum and Maximum ................................................................................................................4-20
Quantity Cascade...........................................................................................................................................4-21
Bill of Material Example ...............................................................................................................................4-22
Agenda...........................................................................................................................................................4-23
Configure To Order Overview.......................................................................................................................4-24
Configure To Order Models ..........................................................................................................................4-26
Configure To Order Process Flow .................................................................................................................4-27
Configure to Order Environments .................................................................................................................4-28
PTO and ATO BOM Models.........................................................................................................................4-30
Assemble To Order Model ............................................................................................................................4-31
Pick To Order Model.....................................................................................................................................4-32
AutoCreate Configuration Items....................................................................................................................4-33
Deactivating Configuration Items..................................................................................................................4-37
Agenda...........................................................................................................................................................4-39
Product Family Overview..............................................................................................................................4-40
Creating Product Families .............................................................................................................................4-41
Assigning Members to a Product Family ......................................................................................................4-42
Assigning Member Planning Percentages .....................................................................................................4-43
Summary........................................................................................................................................................4-44
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Maintaining Bills of Material .........................................................................................................................5-1

Maintaining Bills of Material ........................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Agenda...........................................................................................................................................................5-4
Bill of Material Revisions..............................................................................................................................5-5
Item Revisions ...............................................................................................................................................5-6
Agenda...........................................................................................................................................................5-7
Tools Menu Options ......................................................................................................................................5-8
Agenda...........................................................................................................................................................5-10
Find Indented Bills ........................................................................................................................................5-11
Indented Bills of Material..............................................................................................................................5-13
Agenda...........................................................................................................................................................5-14
Comparing Bills of Material..........................................................................................................................5-15
Finding Bills to Compare ..............................................................................................................................5-16
Comparing Bill Components .........................................................................................................................5-17
Requesting Bills of Material Comparison Report..........................................................................................5-18
Agenda...........................................................................................................................................................5-19
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Common Bills of Material .............................................................................................................................5-20

Creating Common Bills of Material ..............................................................................................................5-22
Common Bills of Material Guidelines...........................................................................................................5-24
Agenda...........................................................................................................................................................5-25
Bill of Material Loops ...................................................................................................................................5-26
Checking for Bill Loops ................................................................................................................................5-27
Agenda...........................................................................................................................................................5-28
Finding Item WhereUsed...............................................................................................................................5-29
Viewing Item WhereUsed .............................................................................................................................5-30
Agenda...........................................................................................................................................................5-31
Bill / Component Validation Rules................................................................................................................5-32
Agenda...........................................................................................................................................................5-34
Bills of Material Reports ...............................................................................................................................5-35
Agenda...........................................................................................................................................................5-37
Mass Changing Bills of Material...................................................................................................................5-38
Entering Mass Changes .................................................................................................................................5-40
Entering Component Mass Changes..............................................................................................................5-42
Practice Overview: Maintaining Bills of Material........................................................................................5-44
Practice - Maintaining Bills of Material ....................................................................................................5-45
Solution Maintaining Bills of Material ...................................................................................................5-46
Summary........................................................................................................................................................5-60
Creating Routings............................................................................................................................................6-1
Creating Routings ..........................................................................................................................................6-2
Objectives ......................................................................................................................................................6-3
Agenda...........................................................................................................................................................6-4
Routings.........................................................................................................................................................6-5
Primary and Alternate Routings ....................................................................................................................6-6
Routings in Multiple Organizations...............................................................................................................6-7
Operations......................................................................................................................................................6-8
Resources.......................................................................................................................................................6-10
Creating Routings ..........................................................................................................................................6-13
Agenda...........................................................................................................................................................6-15
Lead Time Management Overview ...............................................................................................................6-16
Item Lead Time Attributes.............................................................................................................................6-18
Manufacturing Lead Time Computations......................................................................................................6-20
Lead Time Lot Size .......................................................................................................................................6-22
Lead Time Percent.........................................................................................................................................6-24
Offset Percent ................................................................................................................................................6-25
Fixed and Variable Lead Times.....................................................................................................................6-26
Cumulative Manufacturing Lead Time..........................................................................................................6-27
Cumulative Total Lead Time.........................................................................................................................6-28
Calculating Lead Times.................................................................................................................................6-29
Practice Overview: Defining Routings .........................................................................................................6-31
Practice - Defining Routings .....................................................................................................................6-32
Solution Defining Routings ....................................................................................................................6-34
Practice Overview: Entering and Calculating Lead Times ...........................................................................6-41
Practice - Entering and Calculating Lead Times .......................................................................................6-42
Solution Entering and Calculating Lead Times ......................................................................................6-44
Summary........................................................................................................................................................6-53
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Maintaining Routings......................................................................................................................................7-1
Maintaining Routings ....................................................................................................................................7-2
Objectives ......................................................................................................................................................7-3
Agenda...........................................................................................................................................................7-4
Routing Revisions .........................................................................................................................................7-5
Creating Routing Revisions...........................................................................................................................7-6
Agenda...........................................................................................................................................................7-7

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Standard Operations ......................................................................................................................................7-8

Creating Standard Operations........................................................................................................................7-9
Assigning Resources to Standard Operations ................................................................................................7-11
Agenda...........................................................................................................................................................7-14
Resource Usage .............................................................................................................................................7-15
Viewing Resource Usage...............................................................................................................................7-16
Practice Overview: Defining Standard Operations.......................................................................................7-17
Practice - Defining Standard Operations ...................................................................................................7-18
Solution Defining Standard Operations ..................................................................................................7-20
Summary........................................................................................................................................................7-25
Common Bills of Material and Routing Functionality .................................................................................8-1
Common Bills of Material and Routing Functionality ..................................................................................8-2
Objectives ......................................................................................................................................................8-3
Agenda...........................................................................................................................................................8-4
Copying Bill and Routing Information..........................................................................................................8-5
Copying Bills of Material ..............................................................................................................................8-6
Copy Bill Window.........................................................................................................................................8-8
Copying Routings ..........................................................................................................................................8-9
Copy Routing Window..................................................................................................................................8-10
Agenda...........................................................................................................................................................8-11
Referencing Common Bills and Routings .....................................................................................................8-12
Common Bills of Material .............................................................................................................................8-13
Common Bill Window...................................................................................................................................8-15
Common Routings.........................................................................................................................................8-16
Common Routing Window............................................................................................................................8-17
Agenda...........................................................................................................................................................8-18
Bill and Operation Documents ......................................................................................................................8-19
Defining Bill and Operation Documents .......................................................................................................8-20
Attaching Bill and Operation Documents......................................................................................................8-21
Agenda...........................................................................................................................................................8-22
Deleting Items, Bills, Routings, Components, and Operations .....................................................................8-23
Information That You Can Delete .................................................................................................................8-24
Deletion Process ............................................................................................................................................8-25
Deletion Constraints ......................................................................................................................................8-26
Deletion Groups.............................................................................................................................................8-28
Deletion Group Details and Results...............................................................................................................8-31
Delete Items Report .......................................................................................................................................8-33
Agenda...........................................................................................................................................................8-35
Bills of Material and Routing Open Interfaces ..............................................................................................8-36
Importing Bills of Material and Routings......................................................................................................8-37
Practice Overview: Copying Bills of Material..............................................................................................8-39
Practice - Copying Bills of Material ..........................................................................................................8-40
Solution Copying Bills of Material.........................................................................................................8-41
Practice Overview: Deleting Records...........................................................................................................8-45
Practice - Deleting Records .......................................................................................................................8-46
Solution Deleting Records ......................................................................................................................8-47
Summary........................................................................................................................................................8-52
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Engineering Overview.....................................................................................................................................9-1
Engineering Overview...................................................................................................................................9-2
Objectives ......................................................................................................................................................9-3
Agenda...........................................................................................................................................................9-4
Engineering Overview...................................................................................................................................9-5
Engineering Bills of Material and Routings ..................................................................................................9-8
Transferring or Copying Engineering Items, Bills, and Routings .................................................................9-10
Practice Overview: Creating Engineering Items...........................................................................................9-12
Practice - Creating Engineering Items .......................................................................................................9-13

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Solution Creating Engineering Items......................................................................................................9-15

Summary........................................................................................................................................................9-22
Setting Up Oracle Engineering.......................................................................................................................10-1
Setting Up Engineering .................................................................................................................................10-2
Objectives ......................................................................................................................................................10-3
Agenda...........................................................................................................................................................10-4
Engineering Setup Flowchart ........................................................................................................................10-5
Setup Steps ....................................................................................................................................................10-6
Profile Options...............................................................................................................................................10-8
Defining ECO Types .....................................................................................................................................10-10
Defining ECO Autonumbering......................................................................................................................10-12
Defining ECO Approval Lists .......................................................................................................................10-14
Defining Material Dispositions......................................................................................................................10-15
Defining ECO Reasons..................................................................................................................................10-16
Defining ECO Priorities ................................................................................................................................10-17
Starting the AutoImplement Manager ...........................................................................................................10-18
Summary........................................................................................................................................................10-19
Creating Engineering Change Orders ...........................................................................................................11-1
Creating Engineering Change Orders ............................................................................................................11-2
Objectives ......................................................................................................................................................11-3
Agenda...........................................................................................................................................................11-4
Engineering Change Orders Overview ..........................................................................................................11-5
Revised Items, Components, Operations, and Resources..............................................................................11-7
ECO Access Control......................................................................................................................................11-9
Agenda...........................................................................................................................................................11-11
Defining Engineering Change Orders............................................................................................................11-12
Creating an ECO............................................................................................................................................11-14
Viewing ECO Approval Status......................................................................................................................11-16
Rescheduling an ECO or Revised Items........................................................................................................11-17
Changing the ECO Status ..............................................................................................................................11-18
Defining Implementation Costs.....................................................................................................................11-19
Defining an ECO Revision ............................................................................................................................11-20
Defining ECO Revised Items ........................................................................................................................11-21
Defining Revised Operations.........................................................................................................................11-24
Defining Revised Resources..........................................................................................................................11-26
Defining Revised Components ......................................................................................................................11-28
Assigning or Deleting Substitute Components ..............................................................................................11-30
Assigning Reference Designators..................................................................................................................11-31
Agenda...........................................................................................................................................................11-33
ECO Life Cycle .............................................................................................................................................11-34
ECO Revised Item Statuses ...........................................................................................................................11-36
ECO Approval Statuses .................................................................................................................................11-37
ECO Approvals .............................................................................................................................................11-38
ECO Life Cycle Without Approval ...............................................................................................................11-41
ECO Life Cycle With Approval ....................................................................................................................11-42
ECO Approval with Oracle Workflow ..........................................................................................................11-44
Summary........................................................................................................................................................11-46
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Maintaining Engineering Change Orders .....................................................................................................12-1

Maintaining Engineering Change Orders ......................................................................................................12-2
Objectives ......................................................................................................................................................12-3
Agenda...........................................................................................................................................................12-4
Implementing ECOs ......................................................................................................................................12-5
Manual Implementation.................................................................................................................................12-7
Automatic Implementation ............................................................................................................................12-8
Agenda...........................................................................................................................................................12-10

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Viewing ECO Schedules ...............................................................................................................................12-11

Viewing ECO Schedule History....................................................................................................................12-13
Viewing Item Revisions ................................................................................................................................12-14
Viewing Routing Revisions...........................................................................................................................12-15
Agenda...........................................................................................................................................................12-16
Engineering Change Order Approval Lists Report........................................................................................12-17
Engineering Change Order Detail Report......................................................................................................12-18
Engineering Change Order Priorities Report.................................................................................................12-20
Engineering Change Order Reasons Report ..................................................................................................12-21
Engineering Change Order Schedule Report.................................................................................................12-22
Engineering Change Order Types Report......................................................................................................12-24
Agenda...........................................................................................................................................................12-25
Attaching Files to ECOs ................................................................................................................................12-26
Transfer to Manufacturing from an ECO ......................................................................................................12-27
Copy to Manufacturing from an ECO ...........................................................................................................12-29
Mass Changing ECOs....................................................................................................................................12-31
Canceling ECOs and Revised Items ..............................................................................................................12-32
Purging ECOs................................................................................................................................................12-34
Agenda...........................................................................................................................................................12-35
ECO Business Object Interface .....................................................................................................................12-36
ECO Object Interface Features......................................................................................................................12-37
Practice Overview: Creating Engineering Change Orders ...........................................................................12-38
Practice - Creating Engineering Change Orders ........................................................................................12-39
Solution Creating Engineering Change Orders.......................................................................................12-40
Summary........................................................................................................................................................12-50
Transferring and Copying Engineering Items, Bills, and Routings ............................................................13-1
Transferring and Copying Engineering Items, Bills, and Routings ...............................................................13-2
Objectives ......................................................................................................................................................13-3
Agenda...........................................................................................................................................................13-4
Transferring and Copying Product Information ............................................................................................13-5
Transferring Information to Manufacturing...................................................................................................13-6
Copying Information to Manufacturing.........................................................................................................13-8
Practice Overview: Transferring Engineering Items ....................................................................................13-10
Transferring Engineering Items to Manufacturing ....................................................................................13-11
Solution Transferring Engineering Items to Manufacturing...................................................................13-12
Practice Overview: Copying Engineering Items...........................................................................................13-14
Copying Engineering Items to Manufacturing ..........................................................................................13-15
Solution Copying Engineering Items to Manufacturing .........................................................................13-16
Summary........................................................................................................................................................13-22
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Bills of Material and Engineering Profile Values and Security Functions .................................................14-1
Bills of Material and Engineering Profile Values and Security Functions ....................................................14-2
Objectives ......................................................................................................................................................14-3
Agenda...........................................................................................................................................................14-4
Bill of Material Profiles .................................................................................................................................14-5
Security Functions .........................................................................................................................................14-10
Agenda...........................................................................................................................................................14-11
Engineering Profiles ......................................................................................................................................14-12
Engineering Security Functions.....................................................................................................................14-15
Summary........................................................................................................................................................14-17
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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Thorough knowledge of Oracle Inventory
Working experience with Oracle Bills of Material
Working experience with Oracle Engineering
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized

11i Bills of Material and Engineering Fundamentals is an instructor-led course featuring lecture
and hands-on exercises. Online demonstrations and written practice sessions reinforce the
concepts and skills introduced.
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ix
Related Publications
Oracle Publications
Title
Part Number
Oracle Inventory Users Guide
A83507-07
Oracle Bills of Material Users Guide
A75087-08
Oracle Engineering Users Guide
A75090-03
Additional Publications
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
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This subject is covered in Unit II, Lesson 3, Working with

Objects.
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
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Select File > Save.

Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

xi
Typographic Conventions in Code

Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
CREATE ROLE role
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
(M) From the menu, select Query then Find.
3.
(B) Click the Approve button.
Notations:
(N) = Navigator
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(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab

xii
Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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Defining Items
Chapter 1
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Chapter 1 - Page 1
Defining Items
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Chapter 1 - Page 2
Objectives
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Chapter 1 - Page 3
Agenda
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Chapter 1 - Page 4
Manufacturing and Engineering Items
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Manufacturing and Engineering Items

Manufacturing items are used in production and are created in Oracle Inventory.
Engineering items are created in Oracle Engineering and are not ready for production. They are
called prototypes. Engineering items are not visible in Oracle Inventory. The Engineering Item
attribute flag is not visible in Oracle Inventory.
The windows you use to create engineering and manufacturing items are identical. They differ
only in the following ways:
You create and change engineering items using the Oracle Engineering windows.
You create and change manufacturing items using the Oracle Inventory windows.
When your engineering items are ready for production, you can transfer or copy them to
Oracle Inventory as manufacturing items. When you transfer an engineering item, it
becomes a manufacturing item. When you copy an engineering item, it remains and you
create a manufacturing item with a different item number.
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Chapter 1 - Page 5
Item Functionality
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Chapter 1 - Page 6
Steps to Setup, Define and Maintain Items
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Steps to Define and Maintain Items

1. Create the item templates
2. Use the templates and existing items to define items
3. Enter values for additional item attributes
4. Assign a status to the item
5. Assign categories to the item
6. Enable the item in other organizations
7. Update the organizational-level attributes values
8. Define the item relationships
9. Search for items
10. Delete items
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Chapter 1 - Page 7
Defining Items
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Defining Items
Following are the steps for creating and maintaining items:
1. Create the item templates.
2. Use the templates and existing items to define items.
3. Enter values for additional item attributes.
4. Assign a status to the item.
5. Enable the item in other organizations.
6. Update the organizational-level attributes values.
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Chapter 1 - Page 8
Master Items
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Master Items
There are two ways you can define items from the Master Items window. You can use the
Attribute Groups tab, or the Item Folder tab. The Attributes Group tab allows you to select
individual attributes, and use the tool menu to apply templates and assign organizations The
Item Folder tab enables you to create an item, apply a default template, and assign the item to
an organization all in one window.
Much of the information for an item is optional. You define only the information you need to
maintain the item. Below is a list of the tabs and fields used to define items.
Main:
Primary Unit of Measure, Dual Control, Secondary, Deviation Factor +,
Deviation Factor , User Item Type, Item Status, Conversions, and Long Description
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Chapter 1 - Page 9
Inventory:
Inventory Item, Stockable, Transactable, Revision Control, Reservable, Check Material
Shortage, Lot Expiration (Shelf Life) Control, Shelf Life Days, Lot Control, Starting Lot
Prefix, Starting Lot Number, Cycle Count Enabled, Negative Measurement Error,
Positive Measurement Error, Serial Generation, Starting Serial Prefix, Starting Serial
Number, Lot Status Enabled, Serial Status Enabled, Lot Split Enabled, Lot Merge
Enabled, Lot Translate Enabled, Lot Substitution Enabled, Bulk Picked, Locator Control,
Restrict Subinventories, Restrict Locators, Default Move Order Receipts Subinventory,
Default Receiving Subinventory, and Default Shipping Subinventory
Bills of Material:
BOM Allowed, BOM Item Type, Base Model, Engineering Item (Oracle Engineering
only), Effectivity Control, and Configurator Model Type
Asset Management:
Asset Item Type, Activity Type, Activity Cause, Shutdown Type, and Activity
Notification Required
Costing:
Costing Enabled, Inventory Asset Value, Include in Rollup, Cost of Goods Sold Account,
and Standard Lot Size
Purchasing:
Purchased, Purchasable, Use Approved Supplier, Allow Description Update, RFQ
Required, Outside Processing Item, Outside Processing Unit Type, Taxable, Tax Code,
Receipt Required (ThreeWay Invoice Matching), Inspection Required (FourWay
Invoice Matching), Default Buyer, Unit of Issue, Receipt Close Tolerance, Invoice Close
Tolerance, UN Number, Hazard Class, List Price, Market Price, Price Tolerance,
Rounding Factor, Encumbrance Account, Expense Account, and Asset Category
Receiving:
Receipt Date Action, Receipt Days Early, Receipt Days Late, Overreceipt Quantity
Control Action, Overreceipt Quantity Control Tolerance, Allow Substitute Receipts,
Allow Unordered Receipts, Allow Express Transactions, Receipt Routing, and Enforce
ShipTo
Physical Attributes:
Weight Unit of Measure, Unit Weight, Volume Unit of Measure, Unit Volume,
Container, Vehicle, Container Type, Internal Volume, Maximum Load Weight,
Minimum Fill Percentage, Dimension Unit of Measure, Dimension Length, Dimension
Width, Dimension Height, Collateral Item, Event, Equipment, Electronic Format,
Downloadable, and OM Indivisible
General Planning:
Inventory Planning Method, Planner, Make or Buy, MinMax Minimum Quantity, Min
Max Maximum Quantity, Minimum Order Quantity, Maximum Order Quantity, Order
Cost, Carrying Cost Percent, Source Type (Replenishment), Source Organization, Source
Subinventory, Safety Stock Method, Safety Stock Bucket Days, Safety Stock Percent,
Fixed Order Quantity, Fixed Days Supply, and Fixed Lot Multiplier
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Chapter 1 - Page 10
MPS/MRP Planning:
Planning Method, Forecast Control, Exception Set, Pegging, Planned Inventory Point,
Create Supply, Shrinkage Rate, Round Order Quantities, Acceptable Early Days,
Repetitive Planning, Overrun Percentage, Acceptable Rate Increase, Acceptable Rate
Decrease, Calculate ATP, Reduce MPS, Planning Time Fence, Planning Time Fence
Days, Demand Time Fence, Demand Time Fence Days, Release Time Fence, Release
Time Fence Days, Substitution Window Type, and Substitution Window Days
Lead Times:
Preprocessing, Processing, Postprocessing, Fixed, Variable, Cumulative Manufacturing,
Cumulative Total, and Lead Time Lot Size
Work in Process:
Build in WIP, Supply Type, Supply Subinventory, Supply Locator, Overcompletion
Tolerance Type, Overcompletion Tolerance Value, Scheduling Penalty Inventory Carry,
and Scheduling Penalty Operation Slack
Order Management:
Customer Ordered, Customer Orders Enabled, Shippable, Internal Ordered, Internal
Orders Enabled, OE Transactable, Pick Components, Assemble to Order, ATP
Components, Ship Model Complete, Check ATP, ATP Rule, Picking Rule, Default
Shipping Organization, Default SO Source Type, Returnable, RMA Inspection Required,
Financing Allowed, Over Shipment Tolerance, Under Shipment Tolerance, Over Return
Tolerance, and Under Return Tolerance
Invoicing:
Invoiceable Item, Invoice Enabled, Accounting Rule, Invoicing Rule, Tax Code, Sales
Account, and Payment Terms
Service:
Contract Item Type, Contract Duration, Contract Duration Period, Service Duration,
Subscription Dependency Enabled, Service Importance Level, Billing Type, Service
Request Enabled, Provisionable, Serviceable Product, Service Billing Enabled, Defect
Tracking Enabled, Recovered Part Disposition, Installed Base Tracking, Asset Creation,
Starting Delay (Days), and Instance Class
Web Option:
Web Status, Orderable On the Web, Back Orderable, and Minimum License Quantity
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Chapter 1 - Page 11
Master Item Window
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Master Item Window

Create Item:
Item
Description
Item attribute groups
Create item catalog
Assign item to organization
Manage attributes at the master level
Organization Item Window:
Manage attributes at the organization level
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Chapter 1 - Page 12
Agenda
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Chapter 1 - Page 13
Item Templates
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Templates
Oracle Inventory has several predefined templates that you can use to define and update items
or you can create your own templates. Templates make initial item definition easier.
If you regularly define many items that share the same values for a number of attributes, you
may want to define item templates to avoid duplicating effort. You can predefine templates
with relatively few attributes enabled because you can apply more than one template to define
one item.
You can enable attributes and assign them values in each template that you create. When you
apply a template to an item, Oracle Inventory updates only the attributes that are enabled for
the template. If an attribute item template is null, it will not change a pre-set item attribute.
When you apply a template to an item, you copy all existing, non-blank attribute values from
the template to the item. You may apply multiple templates to a single item. The last values
assigned are retained, and blanks dont overlay assigned values. The order in which templates
are applied is important.
Item templates change item attributes consistently.
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Chapter 1 - Page 14
Available Templates
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Available Templates
The following is a list of available templates provided by Oracle:
ATO Model
ATO Option Class
ATO Item
Finished Good
Kit
Outside Processing Item
PTO Model
PTO Option Class
Phantom Item
Planning Item
Purchased
Reference Item
Subassembly
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Chapter 1 - Page 15
Supply Item
Freight
Product Family
Equipment
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Chapter 1 - Page 16
User Defined Templates
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User Defined Templates

You can define your own templates using the Item Templates window. The window does not
validate the template attributes. You can define a template with contradictory attributes. When
you use a user defined template to define an item, Oracle Inventory then verifies the attributes
are valid for a given item. If an attribute is not updatable for an item, the value from the
template is not applied. If a combination of attributes are invalid, a warning appears when you
save the item.
To make defining templates easier, you can use the Copy From function on the Tools menu in
the Item Templates window. This opens the Copy Template window, where you can copy
attributes from one or more attribute groups to a new template. You can also create a hybrid
template by copying attributes from multiple templates.
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Chapter 1 - Page 17
Item Templates Summary
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Items Templates
Use this window to create and change item attribute templates.
The Open button utilizes existing template information.
The New button allows for the entering of a new template.
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Chapter 1 - Page 18
Agenda
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Chapter 1 - Page 19
Item Attribute Controls
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Item Attribute Controls

Item attributes are information about an item, such as order cost, lead time, and revision
control.
One of the prerequisites for defining items (and assigning values to item attributes) is setting
attribute controls. There are two types of attribute control:
Control level (Master level vs. Org level): Determines whether you have centralized
(Master level) or decentralized (Organization level) control of item attributes. Attributes
maintained at the Master level have the same attribute values in each organization in
which an item is assigned. For example, you maintain an items primary unit of measure
at the Master level. Attributes maintained at the Organization level may have different
attribute values in different organizations. For example, an item may be minmax
planned in a distribution organization but MRP planned in a production organization.
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Chapter 1 - Page 20
Status control: Describes whether certain status attributes have default values that appear
when you assign a status code to an item, and whether status codes control those attribute
values after the defaults are assigned to an item. The status attributes are:
- BOM Allowed
- Build in WIP
- Customer Orders Enabled
- Internal Orders Enabled
- Invoice Enabled
- Transactable
- Purchasable
- Stockable
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Chapter 1 - Page 21
Item Defining Attributes
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Item Defining Attributes

An item defining attribute identifies the nature of an item. What designates an item as an
engineering item is the attribute Engineering Item, but what controls the functionality of the
item are the collection of attributes that describe it. You can buy an engineering item if you
want to; simply set Engineering Item, Purchased, and Purchasable to Yes.
When you set an item defining attribute to Yes, the item is automatically assigned to the
default category set of the corresponding functional area. For example, if you set Inventory
Item to Yes, the item is automatically assigned to the default category set for the Inventory
functional area.
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Chapter 1 - Page 22
Item Statuses and Attributes
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Item Statuses and Attributes

Status attributes enable and disable the functionality of an item over time. Each status attribute
allows you to enable the item for a particular use. For example, if you set the status attribute
Purchasable to Yes, you can put the item on a purchase order.
The status attributes are related to the item defining attributes. You cannot enable a status
attribute if you do not set the corresponding item defining attribute to Yes.
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Chapter 1 - Page 23
Item Attribute Groups
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Item Attribute Groups

Refer to the Oracle Inventory Users Guide for more information on Item Attributes.
Main:
Primary Unit of Measure, Dual Control, Secondary, Deviation Factor +, Deviation Factor
, User Item Type, Item Status, Conversions, and Long Description
Inventory:
Inventory Item, Stockable, Transactable, Revision Control, Reservable, Check Material
Shortage, Lot Expiration (Shelf Life) Control, Shelf Life Days, Lot Control, Starting Lot
Prefix, Starting Lot Number, Cycle Count Enabled, Negative Measurement Error,
Positive Measurement Error, Serial Generation, Starting Serial Prefix, Starting Serial
Number, Lot Status Enabled, Serial Status Enabled, Lot Split Enabled, Lot Merge
Enabled, Lot Translate Enabled, Lot Substitution Enabled, Bulk Picked, Locator Control,
Restrict Subinventories, Restrict Locators, Default Move Order Receipts Subinventory,
Default Receiving Subinventory, and Default Shipping Subinventory
Bills of Material:
BOM Allowed, BOM Item Type, Base Model, Engineering Item (Oracle Engineering
only), Effectivity Control, and Configurator Model Type
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Asset Management:
Asset Item Type, Activity Type, Activity Cause, Shutdown Type, and Activity
Notification Required
Costing:
Costing Enabled, Inventory Asset Value, Include in Rollup, Cost of Goods Sold Account,
and Standard Lot Size
Purchasing:
Purchased, Purchasable, Use Approved Supplier, Allow Description Update, RFQ
Required, Outside Processing Item, Outside Processing Unit Type, Taxable, Tax Code,
Receipt Required (ThreeWay Invoice Matching), Inspection Required (FourWay
Invoice Matching), Default Buyer, Unit of Issue, Receipt Close Tolerance, Invoice Close
Tolerance, UN Number, Hazard Class, List Price, Market Price, Price Tolerance,
Rounding Factor, Encumbrance Account, Expense Account, and Asset Category
Receiving:
Receipt Date Action, Receipt Days Early, Receipt Days Late, Overreceipt Quantity
Control Action, Overreceipt Quantity Control Tolerance, Allow Substitute Receipts,
Allow Unordered Receipts, Allow Express Transactions, Receipt Routing, and Enforce
ShipTo
Physical Attributes:
Weight Unit of Measure, Unit Weight, Volume Unit of Measure, Unit Volume,
Container, Vehicle, Container Type, Internal Volume, Maximum Load Weight,
Minimum Fill Percentage, Dimension Unit of Measure, Dimension Length, Dimension
Width, Dimension Height, Collateral Item, Event, Equipment, Electronic Format,
Downloadable, and OM Indivisible
General Planning:
Inventory Planning Method, Planner, Make or Buy, MinMax Minimum Quantity, Min
Max Maximum Quantity, Minimum Order Quantity, Maximum Order Quantity, Order
Cost, Carrying Cost Percent, Source Type (Replenishment), Source Organization, Source
Subinventory, Safety Stock Method, Safety Stock Bucket Days, Safety Stock Percent,
Fixed Order Quantity, Fixed Days Supply, and Fixed Lot Multiplier
MPS/MRP Planning:
Planning Method, Forecast Control, Exception Set, Pegging, Planned Inventory Point,
Create Supply, Shrinkage Rate, Round Order Quantities, Acceptable Early Days,
Repetitive Planning, Overrun Percentage, Acceptable Rate Increase, Acceptable Rate
Decrease, Calculate ATP, Reduce MPS, Planning Time Fence, Planning Time Fence
Days, Demand Time Fence, Demand Time Fence Days, Release Time Fence, Release
Time Fence Days, Substitution Window Type, and Substitution Window Days
Lead Times:
Preprocessing, Processing, Postprocessing, Fixed, Variable, Cumulative Manufacturing,
Cumulative Total, and Lead Time Lot Size
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Chapter 1 - Page 25
Work in Process:
Build in WIP, Supply Type, Supply Subinventory, Supply Locator, Overcompletion
Tolerance Type, Overcompletion Tolerance Value, Scheduling Penalty Inventory Carry,
and Scheduling Penalty Operation Slack
Order Management:
Customer Ordered, Customer Orders Enabled, Shippable, Internal Ordered, Internal
Orders Enabled, OE Transactable, Pick Components, Assemble to Order, ATP
Components, Ship Model Complete, Check ATP, ATP Rule, Picking Rule, Default
Shipping Organization, Default SO Source Type, Returnable, RMA Inspection Required,
Financing Allowed, Over Shipment Tolerance, Under Shipment Tolerance, Over Return
Tolerance, and Under Return Tolerance
Invoicing:
Invoiceable Item, Invoice Enabled, Accounting Rule, Invoicing Rule, Tax Code, Sales
Account, and Payment Terms
Service:
Contract Item Type, Contract Duration, Contract Duration Period, Service Duration,
Subscription Dependency Enabled, Service Importance Level, Billing Type, Service
Request Enabled, Provisionable, Serviceable Product, Service Billing Enabled, Defect
Tracking Enabled, Recovered Part Disposition, Installed Base Tracking, Asset Creation,
Starting Delay (Days), and Instance Class
Web Option:
Web Status, Orderable On the Web, Back Orderable, and Minimum License Quantity
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Chapter 1 - Page 26
Status Attributes and Functionality
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Chapter 1 - Page 27
Status Attributes and Functionality
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Chapter 1 - Page 28
Item Status
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Item Status
When defining an item, you can use the item attribute Item Status to control status attribute
values. You determine the list of values for the Item Status attribute by defining Item Status
Codes. An Item Status Code has a userdefined set of Yes/No values for the status attributes.
The values are applied to the status attributes when you choose an Item Status Code when
defining an item. For example, assume you define an Item Status named Prototype with all
status attributes set to Yes except for Customer Orders Enabled. Next, you define another Item
Status, Active, with all status attributes set to Yes. In the beginning of a product development
cycle, assign the status code Prototype to an item so that you cannot place the item on a sales
order. Later, assign the status code Active to allow all functions for the item.
You can assign one or more pending statuses for an item, to be implemented on future dates.
These statuses become effective on their assigned effective dates. You can view the status
history of an item if needed.
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Chapter 1 - Page 29
Item Attribute Relationships
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Item Attribute Relationships

Required Attributes
You must enter a value for the attribute based on the settings for other related attributes.
Interdependent Attributes
You can only enter certain values depending on other attribute values.
Updateable Attributes
You can update values under certain conditions.
Control Level Dependencies
You can update the control level of some attributes only under special conditions and
with certain consequences.
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Chapter 1 - Page 30
Status Attribute Interdependencies
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Chapter 1 - Page 31
Status Attribute Interdependencies
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Chapter 1 - Page 32
Agenda
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Chapter 1 - Page 33
Organization Assignment and Organization Item
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Organization Assignment and Organization Item

You can enable your item in all child organizations under your master organization or you can
choose to enable your item in specific child organizations. You can use the master item
window, in each organization, to enter or change organization-level attribute values for items
that are enabled in the organization. For example you can select Reorder Point planning for an
item in one child organization and select Min-Max planning for the same item in another child
organization.
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Item Control Level
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Item Control Level

An attribute you maintain at the master level has identical values across all organizations that
use the item.
An attribute you maintain at the organization level may have different values for each
organization that uses it.
Some attributes can be maintained at only the Master level or the Organizational Level.
Unit of Measure must be entered at the Master level.
If using multiple organizations, the Min-Max attribute should be maintained at the
organization level.
Master-Level Control
For example, suppose you want to ensure that items defined in two organizations are
transactable at the same time in both organizations. If you make the item not transactable
in one organization, you want the same item to become not transactable in the other
organization.
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Organization-Level Control
Suppose only one of the two organizations in your Oracle Inventory implementation
performs manufacturing operations, while the other organization is strictly a distribution
warehouse. For a finished good item used in both organizations, you would want the
flexibility to select the Build in WIP status attribute check box in the manufacturing
organization, and clear the Build in WIP status attribute check box in the distribution
organization.
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Organization Assignments
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Organization Assignments
Use this window to enable items in organizations. It is not recommended to check Assign All.
There are many times items should not be assigned to an organization.
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Creating and Changing Organization Items
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Creating and Changing Organization Items

Use this window to create and change item attributes in organizations.
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Agenda
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Searching Items
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Searching Items
You can specify as much or as little criteria as you want.
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Search Results
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Agenda
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Viewing Item Information
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Viewing Item Revisions
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Viewing Item Attributes
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Viewing Item Categories
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Agenda
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Overview of Item Cataloging
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Overview of Item Cataloging

You can use item cataloging to add descriptive information to items and to partition your Item
Master into groups of items that share common characteristics. You configure in advance what
is required to uniquely define an item in each group. When you define your items, you assign
them to an item catalog group.
To define your catalog, you set up as many distinct item catalog groups as you need to partition
your Item Master. Each group has unique characteristics, called descriptive elements that
completely describe items belonging to the group.
When you assign an item to an item catalog group, you define values for the descriptive
elements that apply to your item. For example, an item catalog group called Computer could
have a descriptive element called Processing Speed. Possible values for Processing Speed
might be 100MHZ, 133MHZ, and so on.
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Chapter 1 - Page 48
Creating Item Catalog Groups
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Defining Item Catalog Groups
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Defining Item Catalog Groups

To define an item catalog group:
1. Navigate to the Item Catalog Groups window.
2. Enter a unique name for the group.
3. Enter a description. If you choose to build an items description from the catalog, the
description is built beginning with the information entered here. You can choose to use
the Catalog Name instead of the Description as the first element in a concatenated item
catalog description. To do this change the INV:Use catalog name in the item description
profile option to Yes.
4. Save your work.
To make an item catalog group inactive:
1. Enter the date on which the catalog group becomes inactive. As of this date you can no
longer assign items to this group. You can use an inactive group in reports and searches.
To define descriptive elements for an item catalog group:
1. Select an item catalog group and choose Details.
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Defining Descriptive Elements
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Defining Descriptive Elements

You can define any number of descriptive elements for an item catalog group. You can also
describe whether the descriptive element is required at item definition, and whether the
descriptive element value is included by default in the item catalog description.
Description Default
Descriptive element values can be concatenated and used to create an items description. You
turn this feature off or on for each descriptive element in a catalog group. Turn description
Default on for any element you want included in a concatenated description. You create a
concatenated description when you assign an item to an item catalog group.
To define descriptive elements for an item catalog group:
2. Select an item catalog group and choose Details. The Item Catalog Group window
appears.
3. Select the Descriptive Elements tabbed region.
4. Enter a unique sequence number. When you assign an item to a group, the descriptive
elements are presented in the order you define here.
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Chapter 1 - Page 51
5. Enter the name of a new descriptive element. Examples: Color, height, texture.
6. Determine whether the descriptive element is required for this catalog group. When you
assign an item to a catalog group, you must enter a value for required descriptive
elements in order for the catalog to be considered complete. If an element is not required,
entering a value is optional.
7. Determine whether the descriptive element is automatically used to create the catalog
description (Description Default). If you choose to concatenate the value of the
descriptive element to create the catalog description, you can use this description to
overwrite an existing item description.
8. Save your work.
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Concatenated Item Descriptions
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Concatenated Item Descriptions

When you define descriptive elements for an item catalog group, you specify whether the value
of a particular descriptive element can be concatenated and used as an items description.
When you assign an item to a catalog group, you choose descriptive elements that apply to the
item, and assign values to the descriptive elements. You can then create a concatenated item
description by choosing the Update Description button. If you choose Update Description,
Oracle Inventory concatenates the item catalog group information and overwrites the item
description with this new information.
Concatenated Item Description Structure
Oracle Inventory builds a concatenated item description by combining segments of catalog
information. The first segment is either the catalog group Description or the Catalog Name.
You can choose which to use by setting the INV:Use catalog name in the item description
profile option.
Additional segments consist of the values for descriptive elements that have Description
Default turned on.
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The Item Catalog Flexfield separator is used as a delimiter between each segment of the
combined description.
When the description is displayed, the delimiters appear even if data is missing for some of the
descriptive elements.
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Defining Aliases
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Defining Aliases
You can specify any number of aliases for the items that belong to the catalog group. This is
for information/reporting purposes only. You can print the list of aliases and use the list as
recommended item cross references, for example. You can choose any alias you have defined
for any item catalog group, or you can create new aliases.
To define an alias for items in a catalog group:
2. Select an item catalog group and choose Details. The Item Catalog Group window
appears.
3. Select the Aliases tabbed region.
4. Enter a unique name.
5. Save your work.
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Chapter 1 - Page 55
Practice Overview: Creating Items
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Practice - Creating Items

Overview
In this practice you will create items. In addition to creating the items, you will also review the
newly creating items. The items created in this practice will be used for the remaining practices
in this course.
Assumptions
Use the Manufacturing and Distribution Manager responsibility to complete this

practice.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Creating Items
Use the following table to create items. After you create the items, be sure to assign the items to
the M1-Seatlle Manufacturing organization. ## is your unique identifier.
Item Number
Description
Template Type
Copied Item
##1000
Pentium Computer
Finished Good
##1010
17 Monitor
##1020
101 Keyboard
##1030
Mouse
##1040
CPU Chassis
##2010
Motherboard
##2011
New Motherboard
##2020
Serial Board
##2030
1.6 GB Hard Drive
##1010
##2040
3.5 Disk Drive
##1010
##3010
Blank Board
##1010
##3020
586 133mHz IC
##1010
##3030
Resistor
##1010
##3031
New Resistor
##1010
##3040
Integrated Circuit
##1010
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Purchased Item
##1010
##1010
Subassembly
##1040
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Chapter 1 - Page 57
##1040
##1010
Searching Items
Using the Item Search window, perform a search for all your newly created items. When you
finish searching for your ## items, perform a search for all Pentium computers.
Reviewing Items
Using the Find Item Information window, review one or more of your items. Look at the
attributes for one of your ## items.
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Chapter 1 - Page 58
Solution Creating Items

Creating Items
Responsibility = Manufacturing and Distribution Manager
1.
Use the following table to create items. After you create the items, be sure to assign the
items to the M1-Seatlle Manufacturing organization. ## is your unique identifier.
Item Number
2.
Template Type
Copied Item
##1000
Pentium Computer
Finished Good
##1010
17 Monitor
Purchased Item
##1020
101 Keyboard
##1010
##1030
Mouse
##1010
##1040
CPU Chassis
##2010
Motherboard
##1040
##2011
New Motherboard
##1040
##2020
Serial Board
##1010
##2030
1.6 GB Hard Drive
##1010
##2040
3.5 Disk Drive
##1010
##3010
Blank Board
##1010
##3020
586 133mHz IC
##3030
Resistor
##3031
New Resistor
##3040
Integrated Circuit
Subassembly
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##1010
##1010
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Navigate to the Master Items window.
3.
Description
(N) Inventory > Items > Master Items
Enter the item number and description.
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Chapter 1 - Page 59
##1010
##1010
4.
Apply a template or copied item. Enter a value for Template Type or Copied Item.
5.
(M) Tools > Copy From
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Select Apply, and then Done.
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Chapter 1 - Page 60
6.
Save your item.
7.
Assign your item to the M1-Seattle Manufacturing organization.
(M) Tools > Organization Assignment
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8.
Save your work
9.
Repeat these steps to create all the items in the table.
Searching Items
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10. Using the Item Search window, perform a search for all your newly created items. When
you finish searching for your ## items, perform a search for all Pentium computers.
11. Navigate to the Item Search window.
(N) Inventory > Items > Item Search
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12. In the Item Mask field enter ##%. (## is your unique identifier)
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Chapter 1 - Page 62
13. Select Find.
(B) Find
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14. After reviewing the search results, close the Item Search window.
15. Search for all Pentium computers.
16. In the Find Items window enter %entium% in the Description field.
17. Select Find.
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(B) Find
18. Review the search results.

Reviewing Items
19. Using the Find Item Information window, review the attributes for one or more of your ##
items.
20. Navigate to the Find Item Information window.
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Chapter 1 - Page 64
(N) Inventory > Items > Item Information
21. In the Item field, enter one of your ## items.
22. Select Attributes.
(B) Attributes
23. If you receive an error, select OK.
(B) OK
24. Review the attribute information.
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25. Close the Item Attributes window.
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Practice Overview: Defining and Assigning Item Statuses
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Practice - Defining and Assigning Item Statuses

Overview
In this practice you will define a new item status code. In addition to creating the item status
code, you will create a new inventory item and assign the newly defined item status code to the
item.
Assumptions

practice.
Tasks
Creating Item Status Codes
Define a Prototype status using your unique identifier ##. Use the following information to
complete the task.
Status
##PROTO
Description
## Prototype Status
BOM Allowed
Yes
Build in WIP
No
Customer Orders Enabled
No
Internal Orders Enabled
Yes
Invoice Enabled
No
Purchasable
No
Stockable
Yes
Transactable
Yes
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Define a new finished good item called ##_NP and assign it to the M1-Seattle Manufacturing
organization.
Reviewing Item Information
Review the status and attributes.
What is the status of your part? __________________________________________

How are the following attributes set?
BOM Allowed ____________________________________________________

Defining Items
Chapter 1 - Page 68
Build in WIP _____________________________________________________

Customer Orders Enabled ___________________________________________
Internal Orders Enabled _____________________________________________
Invoice Enabled ___________________________________________________
Purchasable ______________________________________________________
Stockable ________________________________________________________
Transactable ______________________________________________________
Updating Item Status Information
In the Item Master window change your items status to ##PROTO and save your work. Query
the item again and note the values for the item attributes.
Which attributes changed? ______________________________________________
Is this consistent with the values for the prototype item status? __________________
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Solution Defining and Assigning Item Statuses

Creating Item Status Codes
1.
Define a Prototype status using your unique identifier ##. Use the following information to
complete the task.
Status
##PROTO
Description
## Prototype Status
BOM Allowed
Yes
Build in WIP
No
Customer Orders Enabled
No
Internal Orders Enabled
Yes
Invoice Enabled
No
Purchasable
No
Stockable
Yes
Transactable
Yes
2.
Navigate to the Item Status window.
3.
(N) Inventory > Setup > Items > Status Codes
Enter the status code information from the list above.
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4.
Save your work.
Defining Items
5.
Define a new finished good item called ##_NP and assign it to the M1-Seattle
Manufacturing organization.
6.
Navigate to the Item Master window
7.
Enter the following information:

Item Name
##_NP
Description
## New Part
8.
Apply the Finished Good template
9.
(M) Tools > Copy From
Select Apply, and then Done.
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10. Save your work.

11. Enable the item in organization M1.
(M) Tools > Organization Assignment
12. Select the Assign box for M1.

13. Save your work.
Reviewing Item Information
14. Review the status and attributes for item ##_NP.
(N) Inventory > Items > Item Information
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15. Enter your item ##_NP and select Attributes.
(B) Attributes
16. Answer the following questions:
What is the status of your part? Active

How are the following attributes set?
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Chapter 1 - Page 72
BOM Allowed: Yes

Build in WIP: Yes
Customer Orders Enabled: Yes
Internal Orders Enabled: Yes
Invoice Enabled: Yes
Purchasable: Yes
Stockable: Yes
Transactable: Yes
Updating Item Status Information
17. Change your items status to ##PROTO.
18. Navigate to the Item Master window
19. In the Main tab of the Master Item window, change the Item Status to ##PROTO.
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20. Save your work.

21. Query item ##_NP again and note the values for the item attributes.
Which attributes changed? Build in WIP, Customer Orders Enabled, Invoice Enabled, and
Purchasable
Is this consistent with the values for the prototype item status? Yes
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Summary
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Setting Up Bills of Material

and Routings
Chapter 2
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Setting Up Bills of Material and Routings

Chapter 2 - Page 1
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Chapter 2 - Page 2
Objectives
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Chapter 2 - Page 3
Agenda
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Chapter 2 - Page 4
Using the Workday Calendar
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Using the Workday Calendar

A workday calendar defines the valid working days for a manufacturing organization and
consists of repeating pattern of days on and days off and exceptions to that pattern. This
enables you to, for example, designate a normal workday as a scheduled downtime day, or
designate a holiday as a workday.
You can define one or more workday calendars and assign them to any number of
organizations, and any number of organizations can share a calendar. You can specify the start
and end dates, and the weekend schedule for each calendar.
Creating Workday Calendars
A workday calendar consists of a start date, and end date, and on and off days that follow one
or more defined workday patterns. A workday calendar can also include shift information and
exception dates, such as holidays or scheduled down time.
Use a workday calendar for forecasting and planning material requirements, use shift
information for job scheduling, and capacity analysis.
Workday exceptions identify deviations to the workday calendar. Shift exceptions identify
deviations for a shift. Shift exceptions take precedence over workday exceptions. This is only
relevant if a workday exception and a shift exception overlap.
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Chapter 2 - Page 5
To assign workday exceptions to a workday calendar or calendar shift, either select them
intuitively from the Calendar Dates or Shift Calendar Dates window, or apply them from an
existing template, calendar, or shift.
1. Navigate to the Workday Calendar window (N) Setup > Calendars.
2. Enter a name for the workday calendar.
3. Select a quarterly calendar type:
- 4/4/5 Week Pattern: Two four-week periods followed by one five-week period.
- 5/4/4 Week Pattern: One five-week period followed by two four-week periods.
- Calendar Months: Twelve periods per year based on calendar months.
- 13 Periods: Thirteen four-week periods per year.
- If you use Oracle Master Scheduling/MRP, choose the 4/4/5 Weekly Pattern or the
5/4/4 Weekly Pattern to report MRP information in weeks and months. Otherwise,
if you choose the 13 Periods calendar or Calendar Months, you can only report
MRP information in monthly buckets.
4. Enter a date range for the workday calendar. The default end date is four years from the
start date. Days on and off are calculated based on the start date and the day of the week.
For example, if you want a standard five day workweek to start on 01-JAN, you must
enter the start date as the Monday before 01-JAN unless 01-JAN falls on a Monday. Set
profile option BOM: Week or Period Start Date, to determine the start date. This profile
option works in conjunction with the Workday Calendar.
5. Continue creating the workday calendar by choosing one of the following buttons:
- Workday Pattern: Set workdays on or off.
- Shifts: Assign shifts to the workday calendar.
- Dates: Review your work so far and its effect on the workday calendar. Do this
before you build or rebuild the workday calendar you are now creating. (You can
only do this after you have defined a workday pattern.) Once you have created a
workday pattern, assigned shifts, assigned workday and shift exceptions, and
reviewed your work, you must build the calendar and assign it to an organization.
6. Save your work.
Copying Calendars or Shifts
You can copy the entire calendar, including workday patterns, exceptions, and all or none of its
specific shift information. Or, you can copy a specific shift, including the workday patterns,
exceptions, and shift times.
Exactly what is copied depends upon how you navigate to the Copy window:
From the Workday Calendar, Calendar Dates, and Workday Patterns windows, all
workday patterns, all exceptions, and selected shift information are copied.
From the Shifts, Shift Times, Shift Dates, or Shift Workday Patterns windows, the shift
workday patterns, shift exceptions, and all shift times for the specified shift are copied.
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Chapter 2 - Page 6
If you copy calendar information to an existing calendar, all new information is appended to
the existing calendar; existing information, in other words, is retained.
1. Navigate to the Copy window. Do this by choosing Copy from the Tools menu.
2. If you are copying calendar information, enter the calendar to copy information from and
indicate if you want none, all, or specific shift information. If you select a specific shift,
enter the shift number. If you are copying shift information, enter the calendar you want
to copy the shift information from and the specific shift number.
Reviewing Calendars
1. Navigate to the Calendar Dates window or Shift Calendar Dates window. Do this by
choosing the Dates button from either the Workday Calendar or Shifts windows.
Building Workday Calendars
Rebuilding an existing workday calendar affects all organizations that reference the same
calendar and exception template. Changes to your workday information impacts your material
plans, capacity plans, scheduling, and any other function in Oracle Manufacturing that uses the
workday calendar. This does not apply if you are building a calendar for the first time.
1. From the Tools menu, choose Build or Rebuild.
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Chapter 2 - Page 7
Repeating Workday Patterns
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Repeating Workday Patterns

You can also define a series of repeating workday patterns for a given calendar. For example,
you have a repeating two-week pattern where you work five days the first week, and three days
the second week. Or, you have a repeating pattern of 17 consecutive workdays, followed by
four days off. When you build the calendar, Oracle Bills of Material automatically determines
the valid workdays for you, based on the patterns you specify.
You can also specify repeating workday patterns for shifts.
Creating Workday Patterns
1. Navigate to the Workday Patterns or Shift Workday Patterns window. You can do this by
choosing the Workday Pattern button from either the Workday Calendar or Shifts
window.
2. Enter a sequence number in which the workday patterns are applied when the calendar is
built.
3. Enter the number for consecutive workdays on and off. For example, if you want Monday
through Friday on and Saturday and Sunday off, enter 5 for Days On and 2 for Days Off.
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Chapter 2 - Page 8
4. Enter a description for the sequence. Repeat the previous three steps for each workday
pattern to create. All defined sequences are repeated for the duration of the workday
calendar. If there are two sequences, sequence 1 will be in effect first, then sequence 2,
and then 1 again, and so on. For example, assume that sequence 1 is 5 on and 2 off, and
sequence 2 is 4 on and 3 off. The calendar shows 5 on, 2 off, 4 on, and 3 off.
5. Save your work. Doing so ensures that you can view calendar dates.
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Chapter 2 - Page 9
Workday Exceptions
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Workday Exceptions
There are three ways to apply exceptions to the workday calendar:
selecting individual exception days
loading them from an exception template, another calendar, and another calendar shift
copying a set of exceptions from another calendar.
An exception template enables you to create groups of exception dates and apply them to
different calendars. You can define multiple workday exception templates that define different
holidays and scheduled down times for different organizations. Multiple exception templates
can be applied to the same calendar. As each template is applied, new exception dates are
added to the exception list for that calendar.
Conflicts on a particular date between one template and another are resolved as follows:
if the exception date already exists in the target calendar, it is not copied
if the exception on day falls on a workday, the exception is copied but is redundant and
has no effect on the calendar
if the exception off day falls on a non-workday, the exception is copied but is redundant
and has no effect on the calendar
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Chapter 2 - Page 10
This enables you to define different holidays or scheduled down times, for example, for
organizations in different countries. Different organizations can use the same calendar, but
apply different exception dates. In addition, you can apply the same exception dates to
different organizations.
You can optionally define exception templates, lists of exception dates, before you set up your
workday calendar. Then when you define your calendar, you can choose an exception
template, and apply its exception dates to that calendar.
Creating Workday Exception Templates
Exception templates define and group deviations to your workday calendar, such as holidays,
downtime, or scheduled maintenance.
When defining a workday calendar, specify which days or shifts are on and off. The workday
calendar, in combination with the exceptions to it, determines the work pattern for each
organization.
1. Navigate to the Exception Templates window (N) Setup > Exception Templates.
2. Enter a unique name for the exception template.
3. Enter a date on which this template becomes inactive.
4. Enter all exception dates, and indicate whether each is an on or off workday.
Selecting Workday or Shift Exceptions
choosing the Dates button from the Workday Calendar window.
2. Select individual days of the month to toggle them on or off. Days you change become
either workday or shift exceptions, depending on how you entered the window.
3. Save your work.
Loading Existing Workday or Shift Exceptions
1. Navigate to the Exceptions window. Do this by choosing the Exception List button from
the Calendar Dates window.
2. Choose the Load button and select whether existing exceptions should be applied from a
template, a calendar, or a shift.
- If you select Template, enter a template name.
- If you select Calendar, enter a calendar name.
- If you select Shift, enter the calendar name that the shift belongs to and the shift
number.
3. When finished, choose OK to save your work.
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Chapter 2 - Page 11
Shifts
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Shifts
For a given workday calendar, you can specify any number of shifts. Each shift can have a
different weekend schedule and a list of specific work interval start and end times. For both
calendars and shifts, you can assign sets of workday exceptions and repeating workday
patterns.
Shifts inherit workday exceptions and workday patterns from the base calendar. Shift
exceptions can either add to or override those of the base calendar.
If an exception on the base calendar changes, those shifts that do not have an overriding
exception on that date will automatically reflect the change. Those shifts that do have an
overriding exception on that date will not reflect the change and must be changed manually if
they are to reflect the change in the base calendar.
Shift exceptions are applied to a calendar the same way as workday calendar exceptions by
selecting individual exception days, by defining exception templates, or by copying a set of
exceptions from another shift.
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Chapter 2 - Page 12
Organizations
For each organization, you specify the calendar to use. All scheduling functions use the
calendar you specify. Detailed scheduling uses specific resource availability information by
department and shift to schedule resources. Dynamic lead time offsetting, however, uses an
organizations workday calendar and does not consider shift information.
Copying Calendars or Shifts
You can copy the entire calendar, including workday patterns, exceptions, and all or none of its
specific shift information. Or, you can copy a specific shift, including the workday patterns,
exceptions, and shift times.
Exactly what is copied depends upon how you navigate to the Copy window:
From the Workday Calendar, Calendar Dates, and Workday Patterns windows, all
workday patterns, all exceptions, and selected shift information are copied.
From the Shifts, Shift Times, Shift Dates, or Shift Workday Patterns windows, the shift
workday patterns, shift exceptions, and all shift times for the specified shift are copied.
If you copy calendar information to an existing calendar, all new information is appended to
the existing calendar; existing information, in other words, is retained.
1. Navigate to the Copy window. Do this by choosing Copy from the Tools menu.
2. If you are copying calendar information, enter the calendar to copy information from and
indicate if you want none, all, or specific shift information. If you select a specific shift,
enter the shift number. If you are copying shift information, enter the calendar you want
to copy the shift information from and the specific shift number.
Creating Shifts and Shift Times
1. Navigate to the Shifts window. You can do this by choosing the Shifts button from the
Workday Calendar window (N) Setup > Calendars (B) Shifts.
2. Enter a shift number and a description.
3. Choose the Times button to open the Shift Times window.
4. Enter the start and stop times for each shift. You can enter multiple start and stop times,
but the start and stop times for a shift cannot overlap. If you create a shift without first
creating a workday pattern, a default workday pattern of 5 days on and 2 days off is
created. You can then update that workday pattern.
5. Save your work.
Selecting Workday or Shift Exceptions
choosing the Dates button from the Workday Calendar window.
2. Select individual days of the month to toggle them on or off. Days you change become
either workday or shift exceptions, depending on how you entered the window.
3. Save your work.
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Chapter 2 - Page 13
Loading Existing Workday or Shift Exceptions

1. Navigate to the Exceptions window. Do this by choosing the Exception List button from
the Calendar Dates window.
2. Choose the Load button and select whether existing exceptions should be applied from a
template, a calendar, or a shift.
- If you select Template, enter a template name.
- If you select Calendar, enter a calendar name.
- If you select Shift, enter the calendar name that the shift belongs to and the shift
number.
3. When finished, choose OK to save your work.
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Chapter 2 - Page 14
Practice Overview: Defining Workday Calendars
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Chapter 2 - Page 15
Practice - Defining Workday Calendars

Overview
In this practice you will define a workday calendar with exceptions. To build a workday
calendar, you will:
Define an exception set
Define a workday pattern
Build the calendar
Assumptions

practice.
Tasks
Defining Workday Exception Sets
Define a workday exception set named ##-EXCEPT. Enter three exception dates in 2006.
Defining Workday Calendars
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Define a calendar workday pattern with the information below. Load the workday exception set
you created earlier and then build your calendar.
Name
##-CAL
Description
Calendar for ##
Quarterly Type
4/4/5 week pattern
Calendar Date Ranges
From 02-JAN-2006 To 29-DEC-2006
Seq
1
Days On
5
Days Off
2
Description
Regular work week
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Reviewing Calendar Information
Review your new calendar in the Inventory responsibility. Verify the exception dates appear.

Chapter 2 - Page 16
Solution Defining Workday Calendars

Defining Workday Exception Sets
1.
Define a workday exception set named ##-EXCEPT. Enter three exception dates in 2006.
2.
Navigate to the Exception Templates window.
3.
4.
(N) Bills of Material > Setup > Exception Templates
Enter ##-EXCEPT in the Template field, a description in the Description field, and three
exception dates in the Date fields
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Save your work.
Defining Workday Calendars

5.
Define a calendar workday pattern with the information below. Load the workday exception
set you created earlier and then build your calendar.
Name
##-CAL
Description
Calendar for ##

Chapter 2 - Page 17
6.
8.
(N) Bills of Material > Setup > Calendars
In the Workday Calendar window, enter the following information:

Name
##-CAL
Description
Calendar for ##
Quarterly Type
4/4/5 week pattern
From 02-JAN-2006 To 29-DEC-2006
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Select Workday Pattern.
9.
4/4/5 week pattern

From 02-JAN-2006 To 29-DEC-2006
1
5
2
Regular work week
Navigate to the Workday Calendar window.
7.
Quarterly Type
Seq
Days On
Days Off
Description
(B) Workday Pattern
Enter the following information:

Seq
Days On
Days Off
Description
1
5
2
Regular work week

Chapter 2 - Page 18
10. Save your work and close the Workday Patterns window.
11. In the Workday Calendar window, select Dates.
(B) Dates
12. You should see the days of your workweek blacked out.
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Chapter 2 - Page 19
13. Select Exception List.
(B) Exception List
14. Select Load.
(B) Load
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15. In the Template field, select the exception set you created earlier.

Chapter 2 - Page 20
16. Select OK.
(B) OK
17. You should see your calendar with the exceptions on it.
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Chapter 2 - Page 21
18. Select OK.

19. Build the calendar.
(M) Tools > Build
20. A concurrent process is run to build the calendar/exceptions. Note the concurrent process
number ____________________ and select OK.
21. Verify the concurrent process completed normally.
(M) View > Requests
Reviewing Calendar Information

22. Review your new calendar in the Inventory responsibility. Verify the exception dates
appear.
23. Navigate to the Calendar window.
(N) Inventory > Setup > Organizations > Calendars
24. Query your calendar.

25. Select Dates.
(B) Dates
26. Review your exception dates.
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Chapter 2 - Page 22
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Chapter 2 - Page 23
Agenda
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Chapter 2 - Page 24
Setup for Items and Bills of Material
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Chapter 2 - Page 25
Key Flexfields
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Define the System Items Flexfield

You must design and configure your System Items Flexfield before you can start defining
items. You must indicate how many separate segments your flexfield has, how many characters
each segment has, and whether you want to validate the values that you assign to the segments.
Once you define the structure of your flexfield and any applicable value sets, you must freeze
and compile your flexfield definition.
All Oracle Applications products that reference items share the System Items Flexfield and
support multiple segment implementations. Therefore, if you have already configured this
flexfield while setting up another product, you do not need to perform this step.
Define the Item Categories Flexfield
You must design and configure your Item Categories Flexfield before you can start defining
items since all items must be assigned to categories. You must indicate how many separate
segments your flexfield has, how many characters each segment has, and whether you want to
validate the values that you assign to the segments. Once you define the structure of your
flexfield and any applicable value sets, you must freeze and compile your flexfield definition.
Compiling the flexfield definition enables the Item Categories Flexfield popup window.
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Chapter 2 - Page 26
You can define multiple structures for your Item Categories Flexfield, each structure
corresponding to a different category grouping scheme. You can then associate these structures
with the categories and category sets you define.
Define the Item Catalog Group Flexfield
If you make entries for your items in a standard industry catalog or want to group your items
according to certain descriptive elements, you need to configure your Item Catalog Group
Flexfield. You must indicate how many separate segments your flexfield has, how many
characters each segment has, and whether you want to validate the values that you assign to the
segments. Once you define the structure of your flexfield and any applicable value sets, you
must freeze and compile your flexfield definition. Compiling the flexfield definition enables
the Item Catalog Group Flexfield popup window.
Even if you do not use item cataloging, you must enable at least one segment and compile this
flexfield before you can define items.
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Chapter 2 - Page 27
Bill of Material Parameters
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Bill of Material Parameters

Use bill of material parameters to define modes of operation and default values for an
organization that affect functions such as bill definition, bill deletion, and assemble-to-order
configuration numbering.
Define bill of material parameters for each organization in which you use bills or routings. Bill
parameters are specific to, and must be defined for, each organization. Doing so ensures access
to resource, outside processing, and overhead cost information for certain cost management
functions.
To define bill of material parameters:
1. Navigate to the Parameters window (N) Setup > Parameters.
2. Enter the maximum bill levels to explode. The maximum is 60. For configurations only All fields in the Configuration Options box apply only to configured items.
3. Enter an inactive status.
4. Enter the numbering segment to use when creating configuration item numbers.
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Chapter 2 - Page 28
5. Select an automatic or user defined numbering method. A unique configuration item

number is automatically assigned based on the numbering method you select:
- Append Sequence: Appends a sequence number to the item segment you entered for
the numbering segment.
- Replace with Sequence: Replace the item segment you entered in the numbering
segment with a sequence number.
- Replace with Order, Line Number: Replace the item segment you entered for
numbering segment with the sales order and line number.
- User Defined: Allows you to define a numbering scheme that meets your business
needs.
6. Select one of the following in the Create Lower Level Supply field:
- No (default value)
- Auto Created Configuration Items Only
- Auto Created Configuration Items and ATO Items
7. Check the Config BOM Creation Allowed box to allow the creation of configuration bills
of material in the organization.
8. Check the Include Model/Option Class Items in Lead Time Rollup box to include models
and option classes when rolling up cumulative lead times. If you leave this box
unchecked, the cumulative lead time calculations are not performed for model or option
classes.
9. If you would like Work in Process to maintain the individual operation sequence numbers
for phantom subassemblies, and to charge their resource and overhead costs to the parent
or higher level assembly, you set the following two parameters in Oracle Bills of
Material:
- Use Phantom Routings: Set this parameter to specify whether phantom routing
resources and overhead costs (including those for outside processing resources
assigned to phantom routing operations) are charged to the parent or higher level
assembly. Setting this parameter also implies department inheritance for resources;
thus, phantom resources can be used by departments that they are not owned by or
assigned to as a borrowed resource. You set the parameter at the inventory
organization level and it then applies to all phantoms within a single inventory
organization. There are its two values. If you select Yes, phantom routing
components and resources and overheads are included in the cost of the higher level
assembly. Routing resource costs are also included in capacity planning. If you
select No (this is the default), this value specifies that only components are included
in the higher assemblys cost, not resources and overheads.
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Chapter 2 - Page 29
Inherit Phantom Op Seq: Set this parameter to specify whether phantom

subassembly components inherit the operation sequence number of their parent or
higher level assembly, or maintain their own operation sequence number. This
parameter is set at the inventory organization level, and applies to all phantoms
within a single inventory organization. The parameter has two values. If you select
Yes (this is the default), the phantom subassembly components inherit the operation
sequence number of their parent or higher level assemblies. If you select No,
phantom subassembly components maintain their own operation sequence numbers.
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Chapter 2 - Page 30
Creating Alternates
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Creating Alternates
An alternate bill describes an alternate list of component items that produce an assembly. An
alternate routing describes an alternate manufacturing process that produces an assembly.
To create or update an alternate:
1. Navigate to the Alternates window (N) Setup > Alternates.
2. Enter an alphanumeric string to describe a unique alternate.
3. Enter a date that the alternate is inactive on. As of the inactive date, you can no longer
assign the alternate to a bill of material or routing.
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Chapter 2 - Page 31
Creating Custom Deletion Constraints
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Creating Custom Deletion Constraints

Use custom deletion constraints to enforce specific business rules. Custom deletion constraints
prevent the deletion of bills or routings if your data meets the conditions set forth in the
constraint.
To create a custom deletion constraint:
1. Navigate to the Deletion Constraints window (N) Setup > Delete Constraints.
2. Enter a name for the deletion constraint.
3. Indicate whether the constraint is enabled. An enabled deletion constraint means that it is
in effect when the delete concurrent program runs.
4. Select what kind of delete entity the constraint applies to: item, bill, routing, component,
or operation.
5. Enter the SQL Select Statement that the delete concurrent program is to execute. You
cannot update SQL statements for predefined deletion constraints.
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Chapter 2 - Page 32
6. Indicate whether to delete if there are rows found or no rows found by the SQL Select
Statement.
7. Enter a failure message from Oracle Application Object Librarys message dictionary to
display if the delete fails.
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Chapter 2 - Page 33
Defining Department Classes
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Defining Department Classes

Use department classes to group departments for shop floor scheduling and control, and to
identify manufacturing cells and flexible machine centers. Department classes are used for
reporting purposes.
To create a department class:
1. Navigate to the Department Classes window (N) Setup > Department Classes.
2. Enter text that uniquely describes the department class. For example, you could use
ASSY to group all final assembly departments.
3. Choose the Departments button to display the departments assigned to this department
class and the dates when these departments can no longer be assigned to routing
operations.
Assign departments to classes when you define departments.
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Defining Departments
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A department is an area within your organization that consists of one or more people,
machines, or suppliers, where you want to collect costs, apply overhead, and compare load to
capacity. You assign a department to each operation in a routing, and assign resources that are
available for that department.
When you define a department, you specify any department overhead costs and the resources
that are available. You can enter multiple resources for each department. For each resource,
you can specify the shifts that the resource is available. For each resource shift, you can also
specify capacity modifications that change the available hours per day, units per day, or
workdays.
To define a department:
1. Navigate to the Departments window (N) Routings > Departments.
2. Enter a name for the department unique for the organization.
3. Optionally, enter a department class.
4. Enter a location for the department.
5. Enter a project expenditure organization.
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Chapter 2 - Page 35
6. Optionally, enter an inactive date on which you can no longer assign this department to
routing operations.
7. Enter the Scrap Account in order to charge the departments that have scrapped material.
This field is displayed for Shop Floor Management enabled organizations.
8. Enter the Estimated Absorption Account to estimate the expected scrapped material. This
field is displayed for Shop Floor Management enabled organizations that have enabled
estimated scrap accounting.
9. Choose the Rates button to view the overhead rates for the department.
10. Choose the Resources button to assign and update resources to the department.
If you have Oracle Warehouse Management installed, the Departments window is used to
group resources that may be needed together, to perform tasks. For example, a warehouse may
define a refrigerated picking department, which has all the machine and manual resources
associated to it that are required to perform a refrigerated picking task. A warehouse can also
use a picking department, or a generic task department with all resources associated that are
used for warehouse task management.
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Chapter 2 - Page 36
Defining Locations
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Defining Locations
Use the Location window to enter location information. You assign locations to departments
that receive deliveries of outside processing items (N) Setup > Locations.
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Defining Resources
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Defining Resources
Use resources to define the time an assembly spends at an operation and the cost you incur at
the operation. A resource is anything you require to perform, schedule, or cost, including but
not limited to: employees, machines, outside processing services, and physical space. A
resource and usage rate for all scheduled activities is required in a routing. Scheduled resources
can include queue, setup, run, and move time.
When you define your departments, you assign the resources available in each department and
the shifts that each resource is available. For each operation you define, you specify a
department and list of resources and usages. An operation can use any resource that is available
in the department, but you do not need to use all resources assigned to the department.
If you have Oracle Manufacturing installed, you can use Resource batching. Resource batching
enables you to use resources across multiple jobs. By using a single resource to process
multiple jobs simultaneously, you can prevent a resource from being underutilized. Work
scheduled using resource batching is characterized by equivalent work performed with the
same manufacturing processes.
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Chapter 2 - Page 38
Before you can define resources, set up your units of measure and unit of measure conversion
rates. Some resources may represent currency such as a fixed charge resource, but currency
resources cannot be scheduled since their unit of measure is not time-based.
Set the site level profile option BOM: Hour UOM to hold the unit of measure that represents an
hour. Oracle Work in Process prevents you from scheduling resources whose unit of measure is
not in the same unit of measure class as the hour unit or measure and has no conversions
defined to the hour unit or measure.
To define a resource:
1. Navigate to the Resources window (N) Routings > Resources.
2. Enter a resource name unique to the organization to describe the resource. For example,
you could assign AS1 to signify assembler grade 1, or WE for welder.
3. Optionally, enter an inactive date after which you can no longer assign this resource.
4. Select a resource type: Amount, Currency (the set of books currency as defined in Oracle
General Ledger), Machine, Miscellaneous, Person, or Physical Space.
5. Enter a unit of measure (UOM) that describes how you measure the resource. You can
update this if the BOM: Update Resource UOM profile option is set to Yes. This field is
protected from changes if this resource is used for any operation with the Scheduled field
set to Yes, and if you have previously set it as a time-based UOM.
6. Select a charge type. When an operation is completed, Oracle Work in Process records
the units applied to the job or repetitive schedule in the resource unit of measure for all
resources you charge manually or automatically.
7. Select a basis type by which to charge and schedule the resource.
- Item: Charge and schedule the resource where the resource usage quantity is the
amount required per assembly unit you make.
- Lot: Charge and schedule the resource where the resource usage quantity is the
amount required per job or schedule.
8. Select an expenditure type for this resource. If the Project Cost Collection Enabled
parameter is set in the Organization Parameters window, you must associate the resource
with an expenditure type. You can only select expenditure types that belong to the Work
in Process expenditure type class. Expenditure types are defined in Oracle Projects.
9. Optionally, enter the supply subinventory if the resource is a machine. The system uses
the supply subinventory specified for the resource if the routing does not specify a supply
subinventory.
10. Optionally, enter the supply locator if the resource is a machine. The system uses the
supply locator specified for the resource if the routing does not specify a supply locator.
11. Indicate whether to enable the outside processing resource, and if so, enter its item
number. If you specify PO Move or PO Receipt, Oracle Purchasing uses this item when it
creates requisitions for your outside processing resource.
12. Enable the Costed check box to collect and assign costs to this resource, and if so,
optionally enter an activity for the resource. You cannot view costing information if the
Privilege To View Cost Information function is excluded from the responsibility. You
cannot update costing information if, in addition, the Privilege To Maintain Cost
Information function is excluded. You can use activities to group resource charges for
cost reporting purposes.
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Chapter 2 - Page 39
13. If the resource is costed, indicate whether to charge jobs and repetitive schedules based
on a standard rate you define. Or, disable Standard Rate to enter a rate to charge the
resource in Work in Process for an internal resource, or derive the rate from the purchase
order for an outside processing resource. For outside processing resources, if you charge
a job or repetitive schedule at the standard rate, a purchase price variance is computed
and posted to the rate variance account. If you charge for all other resources, if you
charge a job or repetitive schedule at the actual rate, a resource rate variance is computed
and posted to the rate variance account.
14. If this resource is costed, enter an absorption account (general ledger account) used to
offset resource charges earned in work in process. At period end, you normally compare
this account to the resource charges in the general ledger. For outside processing
resources, the default is the receiving valuation account from Oracle Purchasing, as
defined in the receiving options. For outside processing resources, do not change the
default receiving valuation account. When you receive an outside processing purchase
order, Oracle Purchasing credits the inventory AP accrual account and debits the
receiving valuation account. Bills of Material then debits the work in process outside
processing account and credits the receiving valuation account. If you change the above
default account, your receiving valuation account will have an incorrect balance.
15. If this resource is costed, enter a variance account (general ledger account) to accumulate
resource rate variances for a job or repetitive schedule. For outside processing resources,
this is the purchase price variance account.
16. If you have Oracle Manufacturing installed, you can use Resource batching. To enable
resource batching, select the Batchable check box in the Batchable region. This enables
the other batch fields.
17. Enter the maximum number of units to be batched in the Maximum Batch Capacity field.
18. Enter the minimum number of units to be batched in the Minimum Batch Capacity field
19. Select the unit of measure for the batch capacity from the list of values available in the
Batch UOM window field.
20. Enter the time value for the batching process in the Batching window field.
21. Select the time unit of measure available in the Batching Window UOM field.
To define cost type and resource rate associations:
1. Navigate to the Resource Costs window. Do this by choosing the Rates button from the
Resources window. You cannot view costing information if the Privilege To View Cost
Information function is excluded. You cannot update costing information if, in addition,
the Privilege To Maintain Cost Information function is excluded.
2. Enter or select a cost type to associate with each resource overhead rate.
3. Enter the Resource Unit Cost, that is, the resources current standard cost per UOM.
To associate overheads with resources:
1. Navigate to the Resource Overhead Associations window. Do this by choosing the
Overheads button from the Resources window.
2. Enter or select the cost type for the resource. The Allow Updates check box indicates
whether the cost type is defined as updatable.
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Chapter 2 - Page 40
3. Enter or select the overhead to associate with the resource. For example, you could assign
resource cost as dollars per hour. If you enter a new resource, you can directly enter a
frozen unit cost. However, you cannot directly update the frozen unit cost for a
previously entered resource.
To group similar types of equipment by resource:
You can define Equipment Types to group similar types of resources. For example, you can
define an Equipment Type of Forklift.
1. Navigate to the Equipment Types window. Do this by choosing the Equipment button
from the Resources window. You can choose the Equipment button if the Resource is a
Machine type.
2. Enter an Item Number in the Equipment field.
3. Save your work.
If you have Warehouse Management installed, you can use the Resources form to define a
class of manual or machine resources. For example, a forklift machine resource is indicated by
entering the resource name and description, as well as which equipment items are capable of
performing pallet picking.
To group employees by resource:
You can define the roles that represent what an employee can do for a required task. For
example, a role could be defined as Cycle Counter, or a Case Picker.
1. Navigate to the Employees window. Do this by choosing the Employees button from the
Resources window. You can choose the Employees button if the Resource is a Person
type.
2. Enter an Employee to associate with the resource.
3. Save your work.
If you have Warehouse Management installed, you can use the Resources form to define
employees qualified for each resource. For example, a hazardous materials manual resource is
indicated by entering the resource name and description, as well as which employees are
capable of performing hazardous material tasks.
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Chapter 2 - Page 41
Assigning Resources to Departments
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Assigning Resources to a Department

To assign resources to a department:
1. Navigate to the Resources window. You can do this by choosing the Resources button
from the Departments window. The Resources window is split into owned and borrowed
resources.
2. Enter the resource to assign to the current department.
3. Optionally, for owned resources, indicate whether the resource is available 24 hours a
day. You cannot assign shifts to a resource that is available 24 hours a day.
4. For owned resources, indicate whether this department can share the resource and
capacity with other departments.
5. For borrowed resources, enter the owning department.
6. Enter the number of capacity units (resource units) available for this department, for
example, the number of machines for a machine resource. Each resource can be assigned
to any number of departments; multiple resources can be assigned to each department.
7. Optionally, enter a resource group for the resource in this department.
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Chapter 2 - Page 42
8. Optionally, select the Check CTP check box. The Check CTP check box tells the system
to use this resource in a Capable to Promise (CTP) check.
9. Indicate if the department resource should be scheduled to the instance level (specific
employee name or piece of equipment). You can only schedule machine type resources
by instance, not labor type resources.
10. Optionally, enter an exception set. The exception sets that you assign help identify
capacity problems.
11. Enter an expenditure type for the resource.
12. For owned resources that are not available 24 hours, choose the Shifts button to assign
and update shift information for the resource.
To define a resource instance:
You can optionally define each resource instance (specific employee name or piece of
equipment) eligible for use.
If the resource is a person resource, only certain people may be qualified to act as the resource.
For example, only certain people are trained to operate a drill press. Before you can specify
person resource instances, you must perform the following tasks:
Optionally, define the person resource skills needed in the Resources window, Skills
region.
Specify the employees that have the necessary skills for the resource.
If the resource is an equipment resource, only certain serial-numbered equipment items are
usable as the resource. Before you can specify equipment resource instances, you must perform
the following tasks:
Create an equipment item by selecting the Equipment attribute in the Organization Item
window, Physical Attributes tab.
Set up serial number control for the equipment item.
Define the equipment item as an equipment type for the resource.
1. Find the resources assigned to a department by navigating to the Departments window,
then choosing Resources.
2. Select a resource, then choose Instances. The Instances window contains different fields
depending upon whether you select an equipment or person resource.
If you select an equipment resource:
3. Enter the equipment item that acts as the resource.
4. Enter the serial number of the specific resource instance. Valid serial numbers for the
equipment item appear in the list of values.
If you select a person resource:
5. Enter the employee number of the person that acts as the resource.
6. Save your work. The number of resource instances must match the number of units
specified in the Resources window.
To assign shift information for the resource:
1. Navigate to the Shifts window. Do this by choosing the Shifts button from the Resources
window.
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Chapter 2 - Page 43
2. Enter a shift number to assign to the resource. The shifts available to assign to the
resource are those assigned to the workday calendar assigned to the organization.
3. Choose the Capacity Changes button to define capacity changes for a shift.
To define capacity changes:
Capacity modifications can add or delete a day, or add or reduce capacity for a shift.
1. Navigate to the Capacity Changes window. Do this by choosing the Capacity Changes
button from the Shifts window.
2. Enter or select a simulation set for the capacity change. Use simulation sets for capacity
requirements planning in Oracle Capacity.
3. Select the action to take for the department resource:
- Add: Adds a workday and capacity changes.
- Delete: Deletes a workday for this department resource.
- Add or Reduce Capacity: Add or reduce capacity for a resource shift. The capacity
change can fall outside a shift time, so you can add time to a shift. To reduce
capacity, enter negative numbers.
4. Enter the number of resource units to increase or decrease capacity (if applicable). Make
sure to use a negative number if you are reducing capacity.
5. Enter an effective date and time from which the capacity change starts. If you are adding
or reducing capacity, you must also enter a date and time on which the change is no
longer in effect. If you are adding a shifts workday, this is the date of the new workday.
If you are deleting a shifts workday, this is the date of the deleted workday. If you are
changing capacity, this is the first day the resource shifts capacity changes.
6. Select the reason for the resource capacity change from the list of values.
7. Review the Resource Instance Change region for information on the specific equipment
capacity changes.
- Detail Tab: This tab identifies the resource instances impacted by the capacity
change.
- Source Tab: This tab provides detailed information (the downtime source,
organization, work order, and operation) about resource downtime due to scheduled
maintenance at the resource instance level.
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Chapter 2 - Page 44
Assigning Shifts to Resources
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Assigning Shifts to Resources

Use the Shifts window to specify resource shifts.
1. Navigate to the Shifts window. Do this by choosing the Shifts button from the Resources
window (N) Routings > Departments (B) Resources (B) Shifts.
2. Enter a shift number to assign to the resource. The shifts available to assign to the
resource are those assigned to the workday calendar assigned to the organization.
3. Choose the Capacity Changes button to define capacity changes for a shift.
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Chapter 2 - Page 45
Capacity Changes
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Capacity Changes
A capacity change is a temporary change to the available capacity of a resource. For example,
work on a specific Saturday. You identify a capacity modification for a resource within a shift
for a resource. When you plan capacity or detail schedule a resource that has capacity
modifications, the planning and scheduling processes might schedule work on a different day
than they would have scheduled the same work if there were no capacity change.
A simulation set is the label for a group of capacity changes needed for a specific purpose. For
example, a vacation schedule or an end-of-quarter overtime schedule. You can simulate
capacity changes by performing a capacity plan using a simulation set.
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Chapter 2 - Page 46
Defining Capacity Changes
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Defining Capacity Changes

Use the Capacity Changes window to specify capacity changes.
Capacity modifications can add or delete a day, or add or reduce capacity for a shift.
1. Navigate to the Capacity Changes window. Do this by choosing the Capacity Changes
button from the Shifts window.
2. Enter or select a simulation set for the capacity change. Use simulation sets for capacity
requirements planning in Oracle Capacity.
3. Select the action to take for the department resource:
- Add: Adds a workday and capacity changes.
- Delete: Deletes a workday for this department resource.
- Add or Reduce Capacity: Add or reduce capacity for a resource shift. The capacity
change can fall outside a shift time, so you can add time to a shift. To reduce
capacity, enter negative numbers.
4. Enter the number of resource units to increase or decrease capacity (if applicable). Make
sure to use a negative number if you are reducing capacity.
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Chapter 2 - Page 47
5. Enter an effective date and time from which the capacity change starts. If you are adding
or reducing capacity, you must also enter a date and time on which the change is no
longer in effect. If you are adding a shifts workday, this is the date of the new workday.
If you are deleting a shifts workday, this is the date of the deleted workday. If you are
changing capacity, this is the first day the resource shifts capacity changes.
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Chapter 2 - Page 48
Bill of Material Profiles
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Bill of Material Profiles

BOM: Automatic Reservations
Indicates whether the system will attempt to automatically reserve existing on hand
inventory after matching a configuration. During Autocreate Configuration, if a match
has been found and this profile is set to Yes, CTO will attempt to reserve on hand
inventory for any order line having a schedule date within the OM: Reservation Time
Fence. If progressing the order via the workflow, a message will display with details of
the match and reservation performed. If you are using the batch program, the log file
provides details of the match and reservations performed.
BOM: Check for Duplicate Configuration
Indicates whether to search for an existing duplicate configuration rather than create a
new item.
BOM: Component Item Sequence Increment
Indicates the value by which to increment the sequence of the component item on the bill.
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Chapter 2 - Page 49
BOM: Configuration Item Delimiter

Indicates a character used to separate the order and line numbers when you replace the
base models segment value with the order number/line number.
BOM: Configuration Item Type
Indicates the item type of the new configuration items that the create configuration
program creates.
BOM: Default Bill of Material Levels
Indicates the number of explosion levels to use as a default for bill of material indented
explosions.
BOM: Default WIP Supply Values for Components
Indicates whether to default WIP Supply Type, WIP Supply Subinventory, and WIP
Supply Locator from item master for a component item when defining a bill. If set to No,
WIP reads the item master.
BOM: Hour UOM
Indicates the unit of measure that represents an hour. You cannot schedule resources
whose unit of measure is not in the same class as the hour unit of measure.
BOM: Inherit Option Class Operation Sequence Number
Indicates whether to allow components on model bills to inherit operation information
from parent items.
BOM: Model Item Access
Indicates whether a holder of this responsibility can define and update bills of material
for model and option class items.
BOM: Perform Lead Time Calculations
Indicates whether to perform lead time calculations when you autocreate configuration
items.
BOM: Planning Item Access
for planning items.
BOM: Standard Item Access
for standard items.
BOM: Update Resource UOM
Indicates whether you can update the resource unit of measure.
BOM: Week or Period Start Day
Indicates whether the workday calendar starts on a weekly or period basis. This profile
option works in conjunction with the Workday Calendar.
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Chapter 2 - Page 50
Practice Overview: Defining Resources and Departments
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Chapter 2 - Page 51
Practice - Defining Resources and Departments

Overview
In this practice you will define new resources and departments.
Assumptions

practice.
Tasks
Defining Department Class Codes
Define a Department Class Code ##PCMFG with a description of PC Manufacturing Department
Class. ## is a unique identifier.
Defining Resources
Define resources using the information below:
Resource
Description
##Inserter
Auto Inserter
##Assblr
Labor Grade 1
##Tester
Tester
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For each resource use the additional information below:

UOM
HR
Charge Type
WIP Move
Default Basis
Item
Costed
Yes
Standard Rate
Yes
Absorption Account
Use any account number
Variance Account
Overheads
Blank
Rates
Frozen - $45.00
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Type

Chapter 2 - Page 52
Machine
Person
Person
Define departments using the table information below:
Department
Description
Class
Resource
Name
Available
24 Hours
Share
##AutoIns
Auto
Insertion
##PCMFG
##ManAssy
Manual
Assembly
##Test
##Inserter
No
No
##PCMFG
##Assblr
No
No
10
Testing
##PCMFG
##Tester
No
No
##PCFinal
PC Final
Assembly
##PCMFG
##Assblr
No
No
##PCFinal
PC Final
Assembly
##PCMFG
##Tester
No
No
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Units
Shifts
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Chapter 2 - Page 53
Solution Defining Resources and Departments

Defining Department Class Codes
1.
Define a Department Class Code ##PCMFG with a description of PC Manufacturing

Department Class. ## is a unique identifier.
2.
Navigate to the Department Classes window.
3.
4.
(N) Bills of Material > Setup > Department Classes
Enter Department Class Code ##PCMFG with a description of PC Manufacturing

Department Class.
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Save your work.
Defining Resources
5.
Navigate to the Resources window.
6.
(N) Bills of Material > Routings > Resources
Define resources using the information below:


Chapter 2 - Page 54
Resource
Description
Type
##Inserter
Auto Inserter
Machine
##Assblr
Labor Grade 1
Person
##Tester
Tester
Person
For each resource use the additional information below:

UOM
HR
Charge Type
WIP Move
Default Basis
Item
Costed
Yes
Standard Rate
Yes
Absorption Account
Variance Account
Overheads
Blank
Rates
Frozen - $45.00
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Chapter 2 - Page 55
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Chapter 2 - Page 56
7.
Remember to save your work.
8.
Navigate to the Departments window.
9.
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(N) Bills of Material > Routings > Departments
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Define departments using the table information below:

Chapter 2 - Page 57
Department
Description
Class
Resource
Name
Available
24 Hours
Share
##AutoIns
Auto
Insertion
##PCMFG
##ManAssy
Manual
Assembly
##Test
Units
Shifts
##Inserter
No
No
##PCMFG
##Assblr
No
No
10
Testing
##PCMFG
##Tester
No
No
##PCFinal
PC Final
Assembly
##PCMFG
##Assblr
No
No
##PCFinal
PC Final
Assembly
##PCMFG
##Tester
No
No
10. Enter Department, Description, and Class.
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11. Select Resources.
(B) Resources
12. Enter Resource, Available 24 Hours, Share, and Units.

Chapter 2 - Page 58
13. Select Shifts.
(B) Shifts
14. Enter the shift information.
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Chapter 2 - Page 59
15. Save your work.

16. Follow the same steps to enter the remaining departments.
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Chapter 2 - Page 60
Summary
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Chapter 2 - Page 61
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Chapter 2 - Page 62
Creating Bills of Material

Chapter 3
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Chapter 3 - Page 1
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Chapter 3 - Page 2
Objectives
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Chapter 3 - Page 3
Agenda
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Chapter 3 - Page 4
Bills of Material Overview
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Overview of Bills of Material

Oracle Manufacturing and Oracle Order Management use bills of material to store lists of
items that are associated with a parent item and information about how each item is related to
its parent. Oracle Manufacturing supports standard, model, option class, and planning bills of
material.
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Chapter 3 - Page 5
Bills of Material
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Specify Components of BOM

Use bills of material to specify the component items that you use to:
Manufacture assemblies and subassemblies (STD)
Configure sales orders (Model)
Explode aggregate forecasts (Planning)
Calculate standard cost (STD)
Engineering and Manufacturing Bills of Material
Engineering bills of material are bills of material that your engineering function creates and are
not ready for production. Manufacturing bills of material are bills of material that you use in
production. You create engineering bills of material in Engineering and you create
manufacturing bills of material in Inventory. They differ only in the following ways:
Engineering bills of material have the check box for the bill of material attribute
Engineering preselected.
Manufacturing bills of material have not preselected the check box for the item attribute
Engineering.
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Chapter 3 - Page 6
The forms that you use to create and change engineering and manufacturing bills of materials
are identical. They differ only in the following ways:
You access them through different navigation paths.
They have different form titles.
You can create and change engineering bills of material using the Oracle Engineering
forms. You can create and change manufacturing bills of material using the Oracle Bills
of Material forms.
You can use engineering and manufacturing items as components in engineering bills of
material. You can only use manufacturing items as components in manufacturing bills of
material.
When your engineering bills of material are ready for production, you can transfer or
copy them to Oracle Bills of Material as manufacturing bills of material. When you
transfer a bill of material, the engineering bill of material becomes a manufacturing bill
of material. When you copy a bill of material, the engineering bill of material remains
and you create a production bill of material with a different assembly item number.
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Chapter 3 - Page 7
Types of Bills of Material
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Types of Bills of Material

Standard Bill of Material
A standard bill of material is the most common type of bill and lists the mandatory
components, the required quantity of each component, and information to control work in
process, material planning, and other Oracle Manufacturing functions. Examples include bills
for manufacturing assemblies, pick-to-order bills, kit bills, and phantoms.
A configuration bill (a type of standard bill) is a set of option choices made from a model bill
that comprise a buildable, sellable product. Configuration items and bills are automatically
created from model bills after a customer chooses options on a sales order. Or, you can
manually create configuration bills by choosing options directly from a model bill.
Model Bill of Material
A model bill of material defines the list of options and option classes you can choose in Oracle
Order Management to order a configuration. A model bill also specifies mandatory
components or included items that are required for each configuration of that model. You do
not order or build the model itself: you order and build configurations of the model. A model
bill can be either assemble-to-order or pick-to-order.
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Chapter 3 - Page 8
Option Class Bill of Material

An option class is an item that groups optional components on a bill. An option class is an item
that becomes a level in your model bill of material. Option classes can also have mandatory
components that apply for all of its options. For example, when you order a computer, the
monitor is an option class, and the specific type of monitor you order is an option within that
option class. An option class bill can be either assemble-to-order or pick-to-order.
Planning Bill of Material
A planning bill of material is a bill of material structure that includes a percentage distribution
for its components. The percentages associated with the components on a planning bill of
material do not need to add to 100%. You can define alternate and common planning bills,
where the bill you reference as a common must be another planning bill.
Planning items can be nested within one another any number of times. When you nest planning
items, Oracle Master Scheduling explodes forecasts level by level and applies planning
percentages at each level.
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Chapter 3 - Page 9
Example of BOM
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Connecting Multiple Bills of Material

The bills of material above shows:
A planning bill of material for Italian foods containing items pizza and calzone as
components
Two model bills of material for pizza and calzone (Pizza contains the option class
components sauce and toppings.)
Two option class bills of material for sauce and toppings (Sauce contains standard
components tomato sauce and pesto sauce.)
Two standard bills of material for tomato sauce and pesto sauce (Tomato sauce contains
standard components tomato and oil.)
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Chapter 3 - Page 10
Phantom Assembly
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Phantoms
A phantom assembly is a non-stocked assembly that lets you group together material needed to
produce a subassembly. When you create a bill of material for a parent item, you can specify
whether a component is a phantom. One bill of material can represent a phantom subassembly
for one parent item, and a stocked subassembly for another parent item.
Oracle Work in Process explodes through a phantom subassembly to the components as if the
components were tied directly to the parent assembly. You can define routing for phantoms
assemblies the same way as other assemblies. Work in Process ignores phantom assembly
routings when you define a job or repetitive schedule.
You can compute manufacturing and cumulative lead times for phantom assemblies that have
routings. If you do not want to offset the components of a phantom assembly in the planning
process, exclude the phantom item from the lead time calculations.
In general, phantom assemblies behave like normal assemblies when they represent a top level
assembly, such as when you master schedule them or manufacture them using a discrete job.
As a subassembly, however, they lose their identity as distinct assemblies and are a collection
of their components. The components of the phantom subassembly are included on the job and
on the pick list of the job-not the phantom itself.
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Chapter 3 - Page 11
Oracle Master Scheduling/MRP plans the phantom subassembly using the lot-for-lot lot-sizing
technique. Otherwise, the same rules apply to phantoms as for other assemblies. Set the lead
time of a phantom to zero to avoid lead time offset during the planning process.
When model or option class bills are components to another bill of material, the component
supply type is phantom.
The cost rollup treats phantom assemblies the same as regular assemblies. The phantom is
treated as a distinct entity; the cost elements of the phantom (material, resource, and so on) are
added to the cost elements of the higher assembly. Also, the full cost rollup process sets the
pending phantom assembly burden to 0.
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Chapter 3 - Page 12
Single Organization Bills of Material
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Single Organization Bills of Material

You create items in the master organization and assign them to the manufacturing and
distribution organizations in which you use them.
However, you create bills of material in each organization that uses them.
Bills of material are always and only single organization entities. You can share the bill of
material or copy it across organizations.
You could
Create a bill of material for item A in organization 1 with components item B and item C
Create a bill of material for item A in organization 2 with components item B and item D
Create bills of material in the organization that uses them for manufacturing and use the copy
bill of material or common bill of material to create them in other organizations that need them.
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Chapter 3 - Page 13
Integration
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Oracle Inventory Integration

You can use items that are defined using Oracle Inventory as both assemblies and components
of bills of material.
Oracle Engineering Integration
You can use items that are defined using Oracle Engineering as both assemblies and
components of engineering bills of material.
Oracle Work In Process Integration
When you create discrete jobs and repetitive schedules, Oracle Work In Process bases the pick
list on the bill of material of the assembly.
Oracle Purchasing Integration
You can purchase engineering items.
Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Integration
The requirements explosion passes demand from bill of material assemblies to bill of material
components.
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Chapter 3 - Page 14
Oracle Order Management Integration

When your customer orders configure-to-order items, Oracle Order Management uses bills of
material to offer choices.
The assemble-to-order processes use model and option class items and bills of material to
create configured items and bills of material unique to a sales order line.
Uses in other Oracle Applications
Other Oracle manufacturing applications use primary and alternate bills of material in the
following ways:
Oracle material planning uses the primary bill of material when it determines the amount
of each item that you need. APS will use alternates to help planning when constraints are
encountered.
When setting the standard cost of a make item, Oracle Cost Management can use the
primary bill of material. Costs can be rolled up from the primary or from any selected
alternate (it is a roll up parameter).
When you create discrete jobs and repetitive schedules in Oracle Work in Process, you
can specify which bill of material it should use when creating the pick list. If you use an
alternate bill of material, you may automatically create a variance.
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Chapter 3 - Page 15
Agenda
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Chapter 3 - Page 16
Standard Bills of Material
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Creating Standard Bills of Material

Standard bills are bills of material for manufactured products, kits, subassemblies, phantoms,
or purchased assemblies.
You can order standard items on customer orders and build standard items on discrete jobs and
repetitive schedules.
Select Customer Ordered, Customer Orders Enabled, Internal Ordered, Internal Orders
Enabled, and Build WIP in item attributes.
A kit is a standard item that you typically do not build. You pick and ship the components
when your customer orders the item.
Select item attributes Customer Ordered, Customer Orders Enabled, Internal Ordered,
and Internal Orders. Clear Build in WIP item attribute.
If the assembly BOM Item Type item attribute value is Standard, you can use those items with
BOM Item Type item attribute value of Standard as components.
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Chapter 3 - Page 17
Valid Parent/Component Relationships
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Components
Bills of Material restricts the types of items you can assign as components based on the type of
bill you are defining.
The table above lists valid components for each parent item type.
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Chapter 3 - Page 18
Entering Bills of Material
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Creating a Bill of Material

A bill of material contains information on the parent item, components, attachments, and
descriptive elements. Each standard component on a bill can have multiple reference
designators and substitute components.
You can create an engineering, manufacturing, or asset (maintenance) bill, copy an existing
bill, or reference a common bill. When you create a bill, it exists only in the current
organization. To use a bill in another organization, you must either copy it or reference it as a
common.
Entering Assembly Bill of Material Information
1. Enter the parent item number (N) Bills > Bills. The item must have its BOM Allowed
item attribute selected.
2. If you are creating an alternate bill of material, enter the alternate name. You must first
enter alternate names in the Alternates window. If you are creating the primary bill of
material, leave this field blank.
3. For model and option class bills of material choose Elements and assign item catalog
descriptive elements for the assembly.
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Chapter 3 - Page 19
Entering Component Bill of Material Information: Main

Item Seq: Defaults from the personal profile value BOM: Component Sequence Item
Increment. The item sequence uniquely identifies each component record.
Operation Seq: The routing step in which you use the component. If the item has a primary
routing, it defaults to the first routing step. If the item does not have a primary routing, it
defaults to 1. Use this field if you perform material planning by operation sequence or if you
want Oracle Work in Process to lower the inventory balance of discrete job and repetitive
schedule components when you backflush at the completion of an operation. A routing must
exist before this field can contain meaningful values.
Component: The item must have its BOM Allowed item attribute selected. Note the Item
Description, Revision, and UOM.
Quantity: The amount of the component that you need to make one assembly.
Entering Component Bill of Material Information: Date Effectivity
Effectivity Dates From: This is the first date you use the component to make the assembly.
Effectivity Dates To: This is the last date that you will use the component to make the
assembly. If you leave this field clear, you use this component to make this assembly
indefinitely.
Entering Component Bill of Material Information: ECO
ECO: Use this field to view an engineering change order number. The Implemented check box
indicates whether the component is implemented. Checked: Component is on a pending
Engineering Change Order (ECO). Unchecked: Component is on implemented ECO or was
added directly to the bill.
Entering Component Bill of Material Information: Component Details
Planning %: Master Scheduling/MRP uses component planning percentages in forecast
explosions through planning, model, and option class bills of material.
Yield: Use for standard bills of material. Enter the percentage by which you want Oracle
Material Planning to overplan the component to account for expected loss. The number should
represent the percentage of components that will survive the build process.
Include in Cost Rollup: Use for standard bills of material. Select the check box to include the
material cost of this component in the standard cost of the assembly.
Entering Component Bill of Material Information: Material Control
Use the following choices with standard BOM when you want to have WIP lower the
inventory balance of a discrete job and repetitive schedule.
Supply Type:
Phantom - Use Phantom to instruct Oracle applications to substitute the components of
this item, for the item when working with this item.
Push - Use when the component should be charged at the beginning of the assembly or
operation. This will lower your inventory at the same time. A component that must be
explicitly issued (pushed) from inventory to the discrete job (or repetitive schedule).
Operation Pull - Use if you want to decrease component inventory automatically when
you complete the routing step in which you use the component. You must have indicated
the backflush operation in the Operation Sequence field.
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Chapter 3 - Page 20
Assembly Pull - Use if you want to decrease component inventory automatically when
you complete a discrete job and repetitive schedule.
Vendor - Use to indicate that you will not lower the inventory balance because your
supplier will provide the material.
Bulk - Use to indicate that you will not lower the inventory balance because these are
expense items.
Subinventory: Use for standard bills of material. Indicate the Subinventory from which you
want Push issues to occur and from which you want Pull issues to occur. Enter a value only if
you want to override the values in the component item definition.
Locator: Use for standard bills of material. Indicate the Locator from which you want Push
issues to occur and from which you want Pull issues to occur. Enter this field only if you have
indicated that the component is under Locator control and if you want to override the values in
the component item definition.
Entering Component Bill of Material Information: Order Management
Minimum and Maximum Quantities: Oracle Order Management uses the minimum and
maximum quantities to determine the number of optional items available when orders are
placed for components on option class bills. If you enter a minimum sales order quantity, you
must also enter a maximum sales order quantity. You can only enter a minimum and maximum
quantity range that contains the quantity for the component. If you update the component
quantity, the minimum and maximum values are changed to include the new component
quantity.
Check ATP: Check ATP indicates whether to perform an ATP check on the component. The
default is enabled if both the parents Check Component ATP item attribute is Yes and the
components Check ATP item attribute is set to Yes. You can update this check box only if all
of the following are true:
Selected the Check ATP attribute of the component item
Selected the Check Component ATP item attribute of the assembly item
Entered a component quantity greater than 0
Mutually Exclusive and Optional Fields: Model and option class bills can have both mandatory
and optional components. The Optional field indicates whether the component is mandatory or
optional. The Mutually Exclusive field applies only to option class bills and indicates whether
you can choose one or many options within an option class. Oracle Order Management uses
the Mutually Exclusive check box in combination with the Optional check box to determine
the number of option items you can or must choose to order the components of the option class
bill.
Basis Field: If the component is an option class item, you must indicate whether you want to
override the default quantity for the option class when a sales order is entered (the default).
Option class quantities affect the mandatory standard components assigned to the option class.
If you select None for the Basis field, Oracle Order Management can override the default
quantity for the option class. Order Management defaults the total quantity to release as the
component quantity multiplied by the option class extended quantity. If you select Option class
for the Basis field, Order Management cannot override the default quantity for the option class.
Order Management calculates the total quantity to release as the component quantity multiplied
by the option class extended quantity.
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Chapter 3 - Page 21
Entering Component Bill of Material Information: Shipping

Shippable: Select this check box to indicate that the component of a configure-to-order item is
shippable.
Include on Ship Docs: Select this check box to indicate that the component of configure-toorder item should show on Oracle Order Management documents.
Required to Ship: Select this check box to indicate that you must include this component of a
pick-to-order item in the first shipment of the pick-to-order item.
Required for Revenue: Select this check box to prevent invoicing for the pick-to-order item
until you ship this component.
Entering Component Bill of Material Information: Comments
Enter your comments in the Comments field to describe how you use the component in the
assembly.
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Chapter 3 - Page 22
Bill Details
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Bill Details
Use the Bill Detail window to enter a description of the bill of material or view a specific
common bill of material (N) Bills > Bills (B) Bill Details.
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Chapter 3 - Page 23
Assigning Descriptive Elements
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Assigning Descriptive Elements

For each model and option class bills only, you can specify a list of item catalog descriptive
elements. Values are assigned to catalog descriptive elements when new configuration item are
created. The descriptive element value of the chosen option is assigned for each descriptive
element.
For model bills, you must assign the item to a catalog group.
To assign descriptive elements:
1. Navigate to the Descriptive Elements window. Do this by choosing Elements from the
Bills menu option in the Bills of Material window.
2. Enter a descriptive element to assign automatically based on the option chosen in the
current bill. For model bills, you can only specify a descriptive element name within the
model item catalog group. For option class bills, you can specify a descriptive element
name from any catalog group. When you order a configuration, Bills of Material
automatically creates and assigns the configuration item to the models item catalog
group, and assigns values to the descriptive elements in this group.
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Chapter 3 - Page 24
Creating Reference Designators
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Using Reference Designators

Reference designators are sequenced comments and instructions that pertain to a component.
For example, you may have drawings that clarify the assembly process for certain components,
or further instructions for the use of a large quantity of the same component. You can specify
whether to assign one reference designator for every usage of the component or assign any
number of reference designators to the component.
Planning bills and model, option class, and planning components cannot have reference
designators.
Reference designators are sorted in alphanumeric order on inquiries and reports. You can also
specify a comment for each reference designator.
Entering Component Bill of Material Information: Reference Designators
Qty Related: Select this check box to indicate that you can create only as many reference
designators as the usage of the component in the assembly.
Reference Designator: Enter the reference designators or choose Add Range to create a range
of reference designators automatically.
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Chapter 3 - Page 25
Creating Reference Designators

1. Navigate to the Reference Designators window. Do this by choosing the Designators
button from the Bills of Material window (N) Bills > Bills (B) Designators.
2. Indicate whether you want component quantity related to the number of reference
designators.
- Off: Assign any number of reference designators to each component (the default).
The number of reference designators is independent of the component quantity.
With Quantity Related unchecked, if the usage quantity of the component is four,
you could, for example, define six or more reference designators.
- On: Use one reference designator per usage of the component. The component
usage quantity must be a positive integer in order for you to use this option. When
the bill requires a quantity of four of a given component, you assign four reference
designators to that component, one for each usage.
3. Do one of the following:
- Enter a reference designator for the component. (A reference designator must be ten
characters or less.)
- Choose the Add Range or Delete Range button to open the Range window. Enter a
prefix and a suffix for the range of reference designators to add or delete. For
example, if you enter A as the Prefix, 1 and 4 as the starting and ending values, and
XYZ as the Suffix; A1XYZ, A2XYZ, A3XYZ, and A4XYZ are the reference
designators.
- To number reference designators, use the Starting Value field to define the
beginning value for a range of reference designators. Then either enter the number
of values to add or delete, or define the ending value in the Ending field.
4. Save your work.
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Chapter 3 - Page 26
Assigning Substitute Components
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Entering Component Bill of Material Information: Substitute Components

You can assign any number of substitute items to each bill component and you can assign the
same substitute item to more than one component. The substitute item quantity is the quantity
needed to replace the full component quantity. The quantity can differ from the component
usage quantity.
Oracle Master Scheduling/MRP reports these substitutes on some planning reports, such as the
MRP Detail Report.
Oracle Work in Process does not consider substitute items in its pick lists.
Planning bills and model, option class, and planning components cannot have substitute
components.
APS will consider substitute components when attempting to plan around constraints.
Substitute Component: Enter the item numbers of items that can be substituted for this
component.
Quantity: Enter the usage quantity of items that can be substituted for this component.
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Chapter 3 - Page 27
To assign substitute components:

1. Navigate to the Substitute Components window. Do this by choosing the Substitutes
button from the Bills of Material window (N) Bills > Bills (B) Substitutes.
2. Enter a substitute item for the component. If you are using Bills of Material, use a
manufacturing item.
3. Enter the quantity of the substitute item needed to replace the full component quantity.
This quantity can differ from the bill usage quantity of the component.
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Chapter 3 - Page 28
Agenda
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Chapter 3 - Page 29
Primary and Alternate Bills of Material
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Primary and Alternate Bills of Material

A primary bill is a list of the components you most frequently use to build a product. An
alternate bill is another list of components for the same basic assembly. The primary bill is the
default for rolling up costs, defining a job, and calculating cumulative item lead times.
You must define a primary bill before you define an alternate. A primary bill can have many
alternate bills. Any bill of material type can have an alternate.
Oracle Master Scheduling/MRP uses the primary bill to plan your material. Oracle Order
Management uses the primary bill for model and option class products to list available options.
When you build an item, roll up costs, and perform other functions that use bills of material,
you can specify whether to use the primary bill (the default) or an alternate bill. You can also
use engineering change orders to control changes to primary and alternate bills of material.
Use alternate bills to account for manufacturing variations that produce the same assembly, by
specifying the parent item number and an alternate name when you create a bill. You cannot
enter new revisions for alternate bills of material.
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Chapter 3 - Page 30
You can use an alternate to define an engineering bill or routing. The alternate used as a
prototype variation from the primary manufacturing bill that produces essentially the same
assembly.
Bills and routings can share alternate labels. If you create an alternate bill with the same label
as an alternate routing, components are assigned to operations on the alternate routing. If there
is no routing with the same alternate label, components are assigned to operations on the
primary routing.
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Chapter 3 - Page 31
Alternates
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Alternates
Use this window to create codes for alternate bills of material and for alternate routings.
An alternate bill describes an alternate list of component items that produce an assembly.
You can use an alternate code for as many item numbers as you want. You can use the same
alternate code for both a bill of material and a routing for the same assembly.
Create or Updating Alternates
1. Navigate to the Alternates window (N) Setup > Alternates.
2. Enter an alphanumeric string to describe a unique alternate.
3. Enter a date that the alternate is inactive on. As of the inactive date, you can no longer
assign the alternate to a bill of material or routing.
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Chapter 3 - Page 32
Agenda
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Chapter 3 - Page 33
Model/Unit Effectivity Overview
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Model/Unit Effectivity Overview

Model/Unit Effectivity is used in high engineering manufacturing environments such as
aerospace and defense industries. Unit Effectivity is generally used for high dollar or critical
assemblies. You would have unit effectivity at top levels of the BOM and date effectivity at
lower levels of the BOM.
This gives your business an alternative to date effectivity. You can define, plan, and produce
unit effective BOMs and implement unit-effective ECOs. In addition to date effectivity, you
can now define component effectivity for a range of unit numbers. During planning and
production, the system explodes the unit-effective BOMs based on the unit number in the
demand. The system also takes unit-effective ECOs into account during these processes. For
example, you can use all available components before implementing the ECO.
Model/Unit Effectivity is only available when Oracle Project Manufacturing is installed.
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Chapter 3 - Page 34
Model/Unit Effectivity Rules
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Model/Unit Effectivity Rules

You can control the effectivity of changes to bills of material and routings with model/unit
number effectivity. When you specify a model/unit number as the effectivity, you can enter a
particular change for a specific deliverable end item. The change can be effective for that item
and all subsequently produced items, for only one model/unit number of the product family, or
for a contiguous block of model/unit numbers. This technique does not use date to control
effectivity and therefore provides a convenient way to specify engineering changes for
products requiring a long lead time. This change can occur at any level in the bill of material
structure of the end item.
Model/unit effectivity provides many versions of the same end item part number. A model/unit
number consists of the alphanumeric prefix for the model/unit number of the end item followed
by the specific item number.
Model/Unit Effectivity is not available unless Oracle Project Manufacturing is also installed.
All component items, including date effective component, within the bill of a model/unit
effective item should be specified with valid model/unit numbers. You can define components
of a model/unit effective item as effective for a single model/unit number or effective for a
range of model/unit numbers.
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Chapter 3 - Page 35
You can enter the components as effective for any model/unit number that has been generated
using the Generate Model/Unit Numbers concurrent request. It is not necessary that the
model/unit number entered on the Bill of Material for an assembly be generated for that
assembly.
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Chapter 3 - Page 36
Model/Unit Effectivity Setup
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Model/Unit Effectivity Setup

This slide shows the steps needed to set up model/unit effectivity and the responsibilities for
the windows that you will use.
The item needs to be defined Serial Controlled on the Inventory page.
The item effectivity control needs to be defined Model/Unit Number on the BOM page.
Implementing Considerations for Model/Unit Effectivity
You should ask the following questions to decide whether to implement model/unit effectivity.
Does your business need to track your production by unit or date effectivity?
Does your business need to plan, procure, or store by unit number?
When you plan by unit number, you are restricted to the master demand schedule MDS and the
MDS creates demand for the material requirement plan (MRP). You can manually change the
MDS if necessary. Forecasts are not permitted for a model/unit effectivity item.
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Chapter 3 - Page 37
Model/Unit Effectivity Example
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Unit Effectivity introduces the concept of bills that are effective by an end-item unit number,
as opposed to an effectivity by date. This example shows a unit-effective BOM.
When defining a unit-effective BOM, you can have components with date effectivity and unit
effectivity. When defining a date-effective BOM all components must be date effective; you
cannot have components with unit effectivity.
If your parent has model/unit effectivity, you can have date- and unit-effective child
components. If your parent has date effectivity, you can only have date-effective child
components; you cannot have unit-effective child components.
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Chapter 3 - Page 38
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This example shows the requirements to build Unit 027. You can see the components blocked
out are the components needed for units 010025, units 010003, and units 001012. All other
components are needed to build Unit 027.
Model/unit effectivity allows discrete control over product structure change and less additions
of a part numbers, as well as separating product structure from the schedule.
You should still follow the form/fit/function rules that you have set up for your business needs.
The model/unit effectivity feature requires that you have Oracle Project Manufacturing
installed, and it should be used in project-oriented manufacturing and with low-volume
schedules. This feature can also be used by non project-oriented manufacturing, but you will
still need to have Oracle Project Manufacturing installed in order to use the feature.
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Chapter 3 - Page 39
Model/Unit Effectivity Features
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Chapter 3 - Page 40
Viewing Model/Unit Effectivity
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Bills of Material: Viewing Unit Effectivity

Use the Bills of Material window to view your components and ranges of effectivity for the
BOM.
You can have a quantity of more than 1 for each unit. You would specify quantity on the sales
order. Each quantity requires a unique serial number.
Indented Bills of Material: Viewing Unit Effectivity
Use the Indented Bills of Material window to look at your indented BOMs. The Unit
Effectivity tab shows you the effectivity control for each component in the family tree and
either the date or model/unit From and To values that you have designated for that component.
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Chapter 3 - Page 41
Practice Overview: Creating Standard Bills of Material
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Chapter 3 - Page 42
Practice - Creating Standard Bills of Material

Overview
In this practice you will create three different standard bills of material.
Assumptions

practice.
Tasks
Create three bills of material for items ##1000, ##1040, and ##2010.
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Chapter 3 - Page 43
Solution Creating Standard Bills of Material

1.
Create three bills of material for items ##1000, ##1040, and ##2010.
2.
Navigate to the Bills of Material window.
3.
(N) Bills of Material > Bills > Bills
The following diagram represents the structures you will create. Enter components and
quantities; leave all other information as it defaults. Be careful to include the correct
quantities of components in your bills.
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Chapter 3 - Page 44
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Chapter 3 - Page 45
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Chapter 3 - Page 46
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Chapter 3 - Page 47
Summary
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Chapter 3 - Page 48
Creating Customized Bills of

Material
Chapter 4
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Creating Customized Bills of Material

Chapter 4 - Page 1
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Chapter 4 - Page 2
Objectives
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Chapter 4 - Page 3
Agenda
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Chapter 4 - Page 4
Overview
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Chapter 4 - Page 5
Item Attributes
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BOM Item Type

Verify the assembly's BOM Item Type attribute in the item master specifies the bill of material
type you want to create. For example, to create a model bill of material, select Model from the
drop down list as the value of the BOM Item Type item attribute.
BOM Allowed
You must select the BOM Allowed item attribute for both the assembly item and all of the
component items from which you want to construct a bill of material. When you select the
BOM Allowed item attribute, you can use the item as either an assembly or as a component of
a bill of material. Before you can select the BOM Allowed item attribute, you must select the
Inventory Item attribute.
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Chapter 4 - Page 6
Planning Bills of Material
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Planning Bills of Material

Use planning bills for aggregate forecasting. Planning bills of material specify components that
belong to the same product line. Assign planning percentages, as well as quantities per
assembly, to the components in proportion to their use in the assembly. The forecast explosion
process allocates forecasts of the assembly to the components based on their planning
percentages and their quantities per assembly. The percentages associated with the components
on a planning bill of material do not need to add to 100%. You can define alternate and
common planning bills, where the bill you reference as a common must be another planning
bill.
Planning items can be nested within one another any number of times. When you nest planning
items, Oracle Master Scheduling explodes forecasts level by level and applies planning
percentages at each level.
You neither order nor build planning assemblies.
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Chapter 4 - Page 7
If the top level item attribute BOM Item Type value is Planning, you can use those items with
item attribute BOM Item Type value of Planning, Model, Option class, and Standard as
components.
Clear item attributes Customer Ordered, Customer Orders Enabled, Internal Orders Enabled,
and Build in WIP.
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Chapter 4 - Page 8
Model Bills of Material
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Use model bills of material to specify classes of options from which your customers can
choose when they order configurable items.
You do not build model assemblies; you assemble a configured item on a final assembly
schedule. The configured item has a standard bill of material that contains only the options that
the customer selected.
Select Customer Ordered, Customer Orders Enabled, Internal Ordered, and Internal Orders
Enabled item attributes. Clear the check box for the Build in WIP item attribute.
The two types of model bills of material are:
Pick-to-order: Your customer chooses options, and you pick and ship the components.
Assemble-to-order: Your customer chooses options, and you assemble the components
before shipping.
In the example in the slide, each computer is made up of a monitor option class, cpu option
class, and an accessories option class.
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Chapter 4 - Page 9
Each monitor option class is made up of a VGA option class and an EGA option class. The
VGA monitor option class has two options, VGA-A and VGA-B, and two components that are
always included, the manual and the stand.
Use model bills of material for aggregate forecasting. Assign planning percentages to the
components in proportion to their use in the model. The forecast explosion process allocates
forecasts of the model to the components based on their planning percentages.
If the value of the assembly BOM Item Type item attribute is Model, you can use those items
with a BOM Item Type item attribute value of Model, Option Class, and Standard as
components.
Because Oracle Order Management uses model bills of material, you must also define them in
the organization designated by profile option OE: Item Validation Organization.
Do not create alternate bills of material for model and option class bills of material. You cannot
choose alternate bills of material when you configure an order.
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Chapter 4 - Page 10
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The parent (top level) in a Model bill usually represents a product or service. For example, a
Personal Computer system is represented by an item called PC System with the BOM Item
Type attribute set to Model.
Option Classes, such as Monitor, Keyboard, and so on, are items with the BOM Item Type
attribute set to Option Class. The Model bill for the PC System would show the PC System as
the parent and the Option Classes named Monitor and Keyboard as components.
Optional items can be grouped into Option Classes. For example, the Monitor Option Class can
be used to group different sizes and types of optional monitors. The optional Monitor Items are
standard items (because the BOM Item Type attribute for these items is set to Standard), and
they are appearing as components in the Monitor Option Class bill of material.
Standard items can also be required in a bill of material. An item is required when the Optional
check box in the Bills of Material window is not selected.
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Chapter 4 - Page 11
Option Class Bills of Material
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Option Class Bills of Material

Use option class bills of material with model bills of material to specify families of options
from which your customers can choose when ordering configurable items.
You neither order nor build option class assemblies; you order and build the options. You
should clear Customer Ordered, Customer Orders Enabled, Internal Ordered, Internal Orders
Enabled, and Build in WIP item attributes.
Use option class bills of material for aggregate forecasting. Assign planning percentages to the
components in proportion to their use in the assembly. The forecast explosion process allocates
forecasts of the assembly to the components based on their planning percentages.
If the assembly BOM Item Type item attribute value is Option Class, you can use those items
with BOM Item Type item attribute value of Model, Option Class, and Standard as
components.
Since Oracle Order Management uses option class bills of material, you must also define them
in the organization designated by profile option OE: Item Validation Organization.
Do not create alternate bills of material for model and option class bills of material. You cannot
choose alternate bills of material when you configure an order.
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Chapter 4 - Page 12
Option Classes
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Option Classes
An option class is an element of a Configuration Model. The purpose of option classes is to
group and present viable alternatives. You typically select one or more options from each
option class during runtime to create a valid configuration. An option class is designated by
BOM Item Type set to Option Class.
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Chapter 4 - Page 13
Bill of Material Data
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Bill of Material Data

Planning %
Enter the percentage of assembly sales that this component usually contributes. The planning
percentages for all the components on a bill of material may total more than 100%. Oracle
Planning uses this percentage to calculate forecasts for the components from forecasts for the
product family and model.
Use the Planning % field for planning, model, and option class bills of material.
Check ATP
Use Check ATP for model and option class bills of material. Select the check box to indicate
that the available-to-promise feature in Oracle Order Management should check the availability
of this component when suggesting a promise date for a customer order. You can select this
check box if you have selected the item attribute Check ATP for both the assembly and the
component.
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Chapter 4 - Page 14
For example, you might need to check ATP for the keyboard and CPU each time you order a
Laptop Computer configuration but the supply of all other components is not constrained. In
that case, you would set the ATP Components Item Master field to Yes for the Laptop
Computer and the CPU option class, and you would set the Check ATP Item Master field to
Yes for the Keyboard and CPUs. That way, when you order a Laptop Computer and choose a
486 Processor, Oracle Order Management performs an ATP check for each component in the
Laptop Computer bill where Check Component ATP is set to Yes and it would check ATP for
the 486 Processor since that option was selected.
Oracle supports multiple levels of ATP check components. For example, a standard component
of a model could contain a phantom item with ATP check components in its bill. In that case,
you would set the ATP Components Item Master field to Yes for both the model and the
phantom item. That way, Order Management knows to continue exploding the bill through the
phantom item looking for components to include in the group ATP check for the configuration.
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Chapter 4 - Page 15
Implicit Rules
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Implicit Rules
Basic rules are included with Oracle Bills of Material:
Optional or Required
Mutually exclusive
Maximum and minimum quantity
Quantity Cascade
The rules provided by Oracle Bills of Material are called implicit rules. Oracle Configurator
honors these rules as well as the rules defined using Oracle Configurator Developer.
For example, whether external speakers are included in an order for a personal computer
system is typically an option. In the bill of material the personal computer system, the
component item named Speakers is marked as an optional item. An example of a required item
is a power supply cord that is provided with every personal computer.
Mutually exclusive options require that when one option is chosen on an order, a conflicting
option be excluded. For example, choosing an internal flexible disk drive in a laptop computer
excludes the internal compact disk drive because they occupy the same space.
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Chapter 4 - Page 16
An example of a minimum and maximum quantity rule is that a personal computer must have
at least one, and not more than four, RAM chips installed.
The quantity cascade rule serves as a multiplier in BOM explosion calculations. For example,
one automobile wheel requires 5 lug nuts. One automobile requires 4 wheels and therefore 20
lug nuts. Three automobiles require 3 * 4 * 5 = 60 lug nuts.
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Chapter 4 - Page 17
Optional
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Chapter 4 - Page 18
Mutually Exclusive
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Mutually Exclusive
Used with model and option class bills of material. This component applies if you have taken
one of these actions:
Selected both Mutually Exclusive and Optional, a customer placing a customer order can
choose no options or choose one, and only one, option.
Selected Mutually Exclusive and cleared Optional, a customer placing a customer order
must choose one option only.
Cleared Mutually Exclusive and selected Optional, a customer placing a customer order
can choose no options or any number of options.
Cleared both Mutually Exclusive and Optional, a customer placing a customer order can
choose any number of options, but must choose at least one option.
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Chapter 4 - Page 19
Quantity Minimum and Maximum
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Chapter 4 - Page 20
Quantity Cascade
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Chapter 4 - Page 21
Bill of Material Example
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Bill of Material Example

Required, mutually exclusive: An ice cream sundae model requires ice cream, but you can only
pick one flavor per sundae.
Optional, mutually exclusive: You do not have to select a syrup, but if you do, you can only
pick one kind of syrup per sundae.
Required: You must pick a topping, but you can pick one, some, or all.
Optional: You can have a cherry, if you want, but the sundae configuration will be complete
without a cherry.
Additionally, the BOM Model can define minimum and maximum quantities on the options.
With Oracle Configurator, you can define additional rules that further constrain valid sundaes
configurations. For instance, you can limit the model to some maximum number of toppings
that is less than all the available toppings or you can define a rule that excludes fudge syrup
when the user chooses chocolate ice cream.
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Chapter 4 - Page 22
Agenda
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Chapter 4 - Page 23
Configure To Order Overview
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Configure To Order Overview

Oracle Manufacturing enables you to define options available for products and to process
orders for unique product configurations while maintaining control of inventory, planning, and
cost accounting.
A Configure to Order environment is one where the product or service is assembled or kitted
on receipt of the sales order. Oracle Applications supports the Configure to Order environment
with a range of features in order management, demand forecasting, master scheduling,
production, shipping, and financial accounting.
AssembletoOrder Model (ATO Configuration):
Model bill of material with optional items and option selection rules
Configuration manufactured from mandatory components and selected options, or
purchased from a supplier
Assemble-to-Order Item:
Standard bill of material with mandatory standard components
Item manufactured from mandatory standard components, or purchased from a supplier
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Chapter 4 - Page 24
Pick-to-Order Model (PTO Configuration):

Model bill of material with optional items and option selection rules
Pick slip used to kit included items and selected options
Pick-to-Order Item (Kit):
Standard bill of material with mandatory included items
Pick slip used to kit included items
Hybrid:
Pick-to-Order models with optional Assemble-to-Order items
Pick-to-Order model containing Assemble-to-Order model
Multi-Level Assemble-to-Order Model (Multi-Level ATO Configuration):
A model bill of material with a non-phantom model as a component
Configuration manufactured from mandatory components selected options, configured
sub-assemblies, or purchased from a supplier.
Multi-Level Assemble-to-Order Items:
Standard bill of material with standard components and configured components
Item manufactured from standard components and configured components
Multi-Organization Assemble-to-Order Model (Multi-Organization ATO):
An ATO model which will be transferred from another organization
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Chapter 4 - Page 25
Configure To Order Models
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Configure To Order Models

ATO example: Final assembly of a custom bicycle based on optional components and
modular subassemblies specified on a customer sales order. Automobiles and personal
computers are other examples of items that can be assembled to order. Costs of the final
assembly process can be tracked to a work order.
PTO example: Select fruit, cheese, and other produce to create a custom gift basket. PTO
costs are not tracked.
Hybrid example: An ATO Model within a PTO Model, for example, assemble a personal
computer to order (ATO). Then pick to order (PTO) the personal computer and selected
optional items, such as keyboard, monitor, and audio speakers to fulfill a sales order for a
configured personal computer system.
Pre-configured items example: Using Bills of Material as a hosting application, the
Configurator window can be used to construct and maintain pre-configured items for
repeat business. For example, a regional transportation district (RTD) repeatedly
purchases buses configured to the RTDs design specifications.
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Chapter 4 - Page 26
Configure To Order Process Flow
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Chapter 4 - Page 27
Configure to Order Environments
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Configure to Order Environments

You can define model and option class bills of material that list the options your customers can
choose from when they place a sales order for an assemble to order configuration. To define
assemble to order models whose configurations you assemble using work order, flow
schedules, or purchase orders, you must set the Assemble to Order Item Master field to Yes for
the model and option class items.
When you assign an option class item to a model or option class bill of material, the
component item (option class) must have the same value for the Assemble to Order Item
Master field or Pick Components Item Master field as the parent item (model or option class).
So, you can only assign assemble to order option classes to assemble to order models and pickto-order option classes to pick-to-order models.
You can also define hybrid model bills where you list some options that you pick and some
options that you assemble using a final assembly order. When you place an order, your
customers can choose the options for the assembled configurations as well as the picked
options that ship with the order.
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Chapter 4 - Page 28
For each of these hybrid model bills, you set the Pick Components Item Master field to Yes for
the top model item and assign assemble to order model items as components (where the
Assemble to Order Item Master field is Yes). So the components of a PTO model can include
ATO models as well as PTO option classes and included items. Also, an option under a PTO
model or option class can be a standard ATO item that requires a manufacturing work order to
assemble it, but unlike the ATO model, has no options.
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Chapter 4 - Page 29
PTO and ATO BOM Models
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PTO and ATO BOM Models

A BOM Model is a model that you import from Oracle Bills of Material into Oracle
Configurator Developer. When you import a BOM Model, effective dates, BOM rules, and
other data are also imported into Configurator Developer. You can extend the structure of the
BOM Model in Configurator Developer, but you cannot modify the BOM Model itself or any
of its attributes.
ATO BOM Models enable you to configure an item online during the order entry process (in
OM) and automatically generate a work order in WIP to assemble the resulting item. An ATO
Model also enables you to track, at the component level, the costs associated with creating an
item.
PTO BOM Models also enable you to configure the item during order entry, which
automatically generates a pick list. A PTO Model does not automatically generate a work order
or enable you to track manufacturing costs.
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Chapter 4 - Page 30
Assemble To Order Model
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Assemble To Order Model

After the configured order is submitted:
Inventory: A unique Inventory Item ID is created for the configured end-item.
Bills of Material: A standard bill of material is created for the unique Item ID that lists
the required items and selected options.
Bills of Material: A routing for the configured standard bill of material is created.
Planning: Lead-time calculations are performed and replenishment orders are scheduled.
WIP, Flow Manufacturing, and Purchasing: The plan is executed, and the product or
service is created.
Shipping: The order is picked, shipped, and closed.
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Chapter 4 - Page 31
Pick To Order Model
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Chapter 4 - Page 32
AutoCreate Configuration Items
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AutoCreate Configuration Items

Once you have entered and scheduled a sales order for an assemble-to-order model, Bills of
Material automatically defines a new, unique configuration item complete with a bill of
material and routing (based on the model primary bill and primary routing) for every nonphantom model in your configuration. These model BOMs and routings are created in the
manufacturing organization defined by your sourcing rules. When Bills of Material creates a
configuration item for a sales order, it links the new top level configuration item to the sales
order such that Order Management ships the new item to fulfill the order.
Item attributes and sourcing rules for the configuration item are inherited from the base model
items.
Steps to AutoCreate Configuration Items
Create unique configuration items complete with bills of material and routings (based on the
model bill and routing) to fulfill customer orders for manufactured configurations. A cost
rollup is performed for each new configuration to establish accurate standard costs that are
posted to cost of goods sold. Lead time rollup is performed for configuration items with
discrete routing, in order to calculate an accurate manufacturing lead time for the
configuration.
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Chapter 4 - Page 33
To autocreate configuration items:

1. Navigate to the Submit Requests window.
2. To autocreate a configuration item based on an order number, enter the order number.
Otherwise skip the Sales Order Number field.
3. If you chose not to enter an order number, enter the number of release offset days for the
configuration items. To minimize the impact of order changes, you can delay creating
configuration items. You can create configuration items for only those sales orders where
the estimated discrete job release date is within the number of days you specify.
4. If you chose not to enter an order number, enter the organization in which you want to
autocreate configuration items.
5. Indicate whether to compute the standard lead time for each new configuration item by
actually scheduling a test WIP job to be completed on the requirement date. If this is
disabled, the default, the configuration item lead time value is derived from the value of
the base model.
6. Indicate whether you want to perform flow calculations. If you specify Yes, Total
Product Cycle Time, Yield, Net Planning %, and Operation times will be calculated for
your processes, operations and events in the configuration flow routing. If you specify
No, the data will be copied from the model.
Item Numbering Methods
You can choose from four methods to automatically assign item numbers to configuration
items:
Replace model item number with a sequence number
Replace model item number with the order number/line number
Append a sequence to the model number
User defined Configuration Item numbering
For each method, you can specify which segment of the item flexfield you want to either
append or replace. For the Order number/line number method, you can specify a delimiter to
separate order number and line number.
Match and Reserve
Match and Reserve ATO Configurations enable you to check for an existing matching
configuration and to reserve against it. While entering an order, you can search for matching
active ATO configurations or pre-configured items, and reserve any available on-hand material
that is in the shipping organization. If the match profile is on, existing pre-configured ATO
items, or auto-created configuration items are matched and used at all levels.
You can check for matches from the sales order pad, by choosing the Match action button. You
can also match and reserve using the AutoCreate Configuration batch process, accessed from
the Assemble To Order submenu, within the BOM responsibility. You can match and reserve
using the Create Configuration Item Workflow activity. Finally, you can match and reserve by
creating your own custom matching. The profile, BOM: Use Custom Match Function, controls
whether the match performed uses the standard match function or a custom match function.
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Chapter 4 - Page 34
Weight and Volume Calculation

AutoCreate Configuration Items calculates the weight and volume for the configured item, by
rolling up the weight and volume of the components in the OM validation organization. For
Multi level configurations the weight and volume are first calculated for the lowest level
configuration and then rolled up until the weight and volume of the top model is determined.
The weight and volume are calculated in the unit of measure for the base model. If the unit of
measure is not defined on the base model, the system calculates the weight and volume in the
base units of the UOM class for one of the components of the model. If the model and options
are not all from the same UOM class, the system uses the UOM conversions defined in
inventory. If any required UOM conversions have not been defined, the system does not
calculate the weight and volume for the configuration.
Resulting Bills of Material
Single Level Bill of Material
Bills of Material creates the new configuration item and then, if there are no sub-assembly
(non-phantom) models in the structure, assigns a single level bill of material with the following
components:
Options from the sales order
Mandatory components of the model and any option class that was included on the sales
order
The Model and each Option Class included on the sales order
The model and option classes appear on configuration bills as phantom components only to
consume forecast and to consume master schedules. Material Requirements Planning and
Work In Process do not use them since all mandatory components from the model and option
classes are also included directly on the single level bill. If you do not forecast or master
schedule options and option classes, they perform no function on configuration bills, but they
are still included automatically.
Resulting Routings
In a discrete environment, Bills of Material automatically assigns a routing to each
configuration item by copying the models primary routing and then dropping any option
dependent routing steps for which no component exists that references that step. Each routing
step it includes has the Option Dependent operation field set to No, since the new item is a
mandatory item with no options in its bill. The routing for the Laptop Computer configuration
includes step 25 to Clean processor since the 486 processor was chosen which referenced step
25. Since step 25 is Option Dependent in the model routing, it would have been dropped if you
had not chosen the 486 processor option.
You can create ATO configurations with flow routings. You can define multiple routings for
an ATO model, and designate them as a flow or non-flow routing. AutoCreate Configuration
Items uses the primary routing of the base model and creates a flow routing if the primary
routing is a flow routing, and vice versa.
Cost Rollup
If the organization is using a Standard costing method, in a single level environment, a single
level Cost Rollup is performed for the configuration item, using the configuration BOM and
routing. If the organization is using an Average costing method, the configuration item has
zero cost for the Average cost type.
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Chapter 4 - Page 35
Configuration items do not pick up any cost from models or option classes in their single level
bill. Models and option classes are only considered by forecast consumption and master
schedule relief functions.
Preconfiguring Items
You can invoke Oracle Configurator from within Oracle Bills of Material to create a
configured bill of material and routing for a pre-defined ATO item. This is very useful in a
business to business environment where the same configuration is ordered repeatedly.
Preconfigured items can be built to forecast and kept on hand. Customers can order the
preconfigured items directly, as they would a standard ATO item.
A match is attempted during pre-configuring processing if the profile BOM: Match to Existing
Configuration = Yes. If a similar configuration exists, the system gives you a choice to use the
existing configuration or to create a new configuration for the pre-defined item. If you choose
the existing configuration, the process aborts, and no BOM or Routing is created for the item.
If you choose not to use the existing configuration, the system creates a new BOM and Routing
for the item, but reuses the lower level matched configurations. The system updates the match
tables with the new preconfigured item and BOM, so future matches reflect the new
preconfigured item.
Configuration Item Catalog
Bills of Material helps you catalog your configurations so you can easily search for a preexisting configuration item definitions, or on hand configurations.
The AutoCreate Configuration Item concurrent program automatically assigns the new
configuration item to the same Item Catalog Group as the model and assigns catalog
descriptive element values based on the options chosen, depending on how you setup your item
catalog and model and option class bills. And, you can specify that certain catalog descriptive
elements should become part of the configuration items description.
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Chapter 4 - Page 36
Deactivating Configuration Items
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Deactivating Configuration Items

Bills of Material lets you automatically deactivate item numbers associated with completed
configuration orders. You can also deactivate configuration items to remove them from item
master reports and screens before you actually purge them from the database.
When you set up Inventory and Bills of Material, you can define an item status to identify
inactive configuration items. You can use this status to disable the configuration item from all
Oracle Manufacturing functions. You would normally specify No for each of the following
item attributes for inactive configuration items:
BOM allowed
Build in WIP
Transactable
Stockable
When defining bills of material parameters, specify the item status to use for completed
configuration items.
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Chapter 4 - Page 37
You can run the Deactivate Configuration Items concurrent program to automatically
deactivate all configuration items that have the following conditions in the organization you
run the deactivate program.
No open demand (sales orders)
No future demand (demand in interface tables)
No open supply (discrete jobs, flow schedules, purchase requisition, or purchase orders)
No material transactions for the number of days ago you specify
Does not exist in a child organization
Does not have a common bill and routing
Each deactivated configuration item has its status updated. BOM components and routing
operations are deactivated as well.
To deactivate configuration items:
1. Navigate to the Submit Requests window.
2. Select Report and select Deactivate Configuration Items.
3. Enter the organization for which you want to deactivate configuration items that were
completed .
4. Enter the shipped number of days ago. Configuration items with material transaction
within the time frame are evaluated for deactivation. Material transactions include: WIP,
Sales Order, and Internal Sales Order. The default number of days is 90.
You can delete item information for completed configurations from the database, including the
bills of material and routings. The ability to delete configuration items is subject to the same
deletion constraints that operate for other item types as well.
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Chapter 4 - Page 38
Agenda
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Chapter 4 - Page 39
Product Family Overview
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Product Family Overview

A product family is a grouping of products whose similarity in resource usage, design, and
manufacturing process facilitates planning at an aggregate level. A product family cannot be a
part of a Standard, Model, Option Class, or Planning Bill of Material. Consequently, a product
family is a single level bill. Members of a product family can belong to one and only one
product family. You will be able to plan based on the planning percentages and effectivity of
the product family members.
You may apply the product family template to create your product family consistently.
You must define the product family item and all the family members as items.
If you do not assign planning percentages, the Oracle database will assign the default
percentage of 100%.
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Chapter 4 - Page 40
Creating Product Families
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Creating Product Families

1. Navigate to the Master Item window (N) Inventory > Items > Master Items. If you are a
Flow Manufacturing customer, select Product Family from the Flow Manufacturing
window. The product family template is automatically applied.
2. Apply the product family template. You are not required to use the product family
template. If you choose not to do so, make sure you define the correct product family
attributes. Specifically, the item must be an inventory item and the BOM Item Type must
be Product Family. The item must also be BOM allowed.
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Chapter 4 - Page 41
Assigning Members to a Product Family
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Assigning Members to a Product Family

1. Navigate to the Product Family window (N) Material Planning > Setup > Product Family.
2. Select a product family item.
3. Select item members of the product family. The description, type, forecast control, and
planning method for the member items are displayed for the items selected. When an
item is included in a product family, it will be automatically assigned to the same
category as the family item.
4. Commit the record by selecting Save from the File menu. You can commit a record
without assigning planning percentages. The default planning percent is 100. The default
effectivity date is the system date.
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Chapter 4 - Page 42
Assigning Member Planning Percentages
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Assigning Percentages
1. Navigate to the Product Family window (N) Material Planning > Setup > Product Family.
2. To assign planning percentages for a member item, choose the Allocation button (N)
Material Planning > Setup > Product Family (B) Allocations.
3. Enter the product family members planning factor.
4. Enter effectivity dates for the item. Effectivity dates cannot overlap.
5. Optionally, enter comment text.
6. Commit the record by selecting Save from the File menu. You can commit a record
without assigning planning percentages. The default planning percent is 100. The default
effectivity date is the system date.
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Chapter 4 - Page 43
Summary
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Chapter 4 - Page 44
Maintaining Bills of Material

Chapter 5
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Chapter 5 - Page 1
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Chapter 5 - Page 2
Objectives
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Chapter 5 - Page 3
Agenda
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Chapter 5 - Page 4
Bill of Material Revisions
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Bills of Material Revisions

A bill of material revision is an item revision and might indicate that the components of an
item have changed. You do not have to use item revisions when you change bills of material,
however, in some industries, it is best to create a new item revision when you change a bill of
material. Oracle Engineering and Oracle Bills of Material date stamp and time stamp all
changes that you make to bills of material, whether or not you identify the change by
increasing the revision.
The bill of material revision is the same as the item revision. There is no separate bill of
material revision.
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Chapter 5 - Page 5
Item Revisions
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Entering Item Revisions

Define an item revision by entering a revision identifier and effective date (N) Bills > Bills (B)
Revision.
Revision: Enter a new Revision Identifier. You can use up to three alphanumeric
characters.
Effective Date: Enter the date the revision becomes effective.
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Chapter 5 - Page 6
Agenda
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Chapter 5 - Page 7
Tools Menu Options
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Tools Menu Options

Use the Tools menu to perform the following functions:
Copy Bill From
Use to copy components of another assembly to this assembly.
Assign Common Bill
Use to reference the components of another assembly as the components of this
assembly.
Configure Bill
Use to launch the ATO processes.
Check for Loops
Use to check for bill of material loops in the multilevel bill of material for this assembly.
Rollup Costs
Use to calculate the cost of this assembly.
Rollup Lead Times
Use to calculate the lead times for this assembly.
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Chapter 5 - Page 8
Indented Bills
Use to view the multilevel bill of material for this assembly.
Item Where Used
Use to view assemblies that contain the specified component.
Bill Compare
Use to compare the components of two bills of material.
Routings
Use to enter or view the routing for this assembly.
Find ECO Schedules
Use to view engineering change orders.
View On-Hand Balances
Use to view inventory balances.
Item Details
Use to view item information.
Item Costs
Use to view item costs.
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Chapter 5 - Page 9
Agenda
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Chapter 5 - Page 10
Find Indented Bills
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Find Indented Bills

Use the Find Indented Bills of Material window to enter parameter information you want to
view on an indented bill of material. An indented (multilevel, exploded) manufacturing bill of
material displays the structure of a manufacturing item.
To view an indented bill of material:
1. Navigate to the Find Indented Bill of Material window (N) Bills > Indented Bills.
2. In the Find Indented Bills window, enter the item and/or the alternate for the bill.
3. Enter the revision, the revision date, and the number of levels to explode for this bill.
4. Select a Display option: All, Current, or Future and Current components effective as of
the revision date you specify. Use the Implemented Only field to further restrict the
components displayed.
5. Select a sort option for each level of the bill, by operation sequence then item sequence,
or item sequence then operation sequence.
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Chapter 5 - Page 11
6. Indicate whether to see costing information, and if so, enter the cost type. You can
simulate product costs for budgeting and planning analysis purposes. To do so, the
Privilege to View Cost security function must be enabled for the responsibility. Indicate
whether to view lead time and/or material control information, and whether to use
planning percents when calculating component quantities. Any field that is checked here
causes a corresponding tabbed region to appear on the Indented Bill of Material window.
7. Choose the Find button to explode the bill. The Indented Bill of Material window appears
and displays the first level of the bill. The Components window contains the following
tabbed regions, some of which may be disabled according the display options you
selected: Item Details, Bill Details, Quantities, Effectivity, Material Control, Lead Time,
Order Entry, Costing, and Shipping.
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Chapter 5 - Page 12
Indented Bills of Material
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Viewing Indented Bills of Material

Use the Indented Bill of Material window to view an indented bill of material (N) Bills >
Indented Bills (B) Find.
An indented bill of material is a bill of material that is exploded through many lower levels.
You can choose the number of lower levels that you want to seeup to 60both by setting
the personal profile value BOM: Default Bill of Material Levels and by choosing a value when
you request the indented bill of material.
Item numbers preceded by a plus sign (+) have components; double-click the Item number to
view the components.
If lower-level components already appear, a minus sign (-) precedes their assembly item
number. To remove the components from view, double-click the item number or click the
double minus sign -- icon.
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Chapter 5 - Page 13
Agenda
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Chapter 5 - Page 14
Comparing Bills of Material
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You can compare any two bills. For example, compare the primary to an alternate bill, the
same bill across organizations, or the current revision of an item to a future revision. The two
assemblies and their attributes are referred to as Bill 1 and Bill 2, or simply as 1 and 2.
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Chapter 5 - Page 15
Finding Bills to Compare
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Finding Bills to Compare

Use the Find Bills to Compare window to enter information about two bills of material that you
want to compare.
1. Navigate to the Find Bills to Compare window.
2. In the Find Bills to Compare window, enter selection criteria for Bill 1. Do the same for
Bill 2.
3. Check comparison criteria check boxes for the attributes to compare the bills on.
4. Select an Order By option: by item sequence then operation sequence, or by operation
sequence then item sequence.
5. To view only the differences between bills, check the Differences Only check box.
6. Choose the Compare button to compare the bills online.
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Chapter 5 - Page 16
Comparing Bill Components
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Bill Components Comparison

Use the Bill Components Comparison window to view information about the components of
two bills of material (N) Bills > Comparison (B) Compare.
The Bill Components Comparison window displays both bills. Two columns of check boxes,
one for assembly 1 and one for assembly 2, indicate if the component appears in the assembly.
The Main tabbed region displays the item and operation sequences, the planning percent, the
quantity, and whether the item is optional.
The Effectivity tabbed region displays the effective date range and whether the item is
implemented.
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Chapter 5 - Page 17
Requesting Bills of Material Comparison Report
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Bill of Material Comparison Report

Use the Bill of Material Comparison Report to report the comparison between two
manufacturing assemblies. You can compare primary bills, manufacturing and engineering
bills, alternates, and different revisions. Based on your comparison criteria, if the assemblies
have identical components, item sequences, operation sequences, yields, quantities, and
implementations, one line is printed for each identical component. Otherwise, the report prints
a separate line for each different component.
To submit the Bill of Material Comparison Report:
1. Navigate to the Report Bill of Material Comparison window (N) Reports > Comparison.
The parameters for the Bill of Material Comparison Report are identical to those you
supply when comparing bills of material online.
2. Choose Report.
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Chapter 5 - Page 18
Agenda
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Chapter 5 - Page 19
Common Bills of Material
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If two or more organizations manufacture the same item using the same bill of material, you
can define the bill in one organization and reference it from the other organizations. Necessary
changes must then be made to the referenced bill.
You can create a common bill within the same organization, and across multiple organizations.
You have the option to create common bills in all organizations under the current organization
in the chosen organization hierarchy, or create common bills in all organizations that have the
same item master organization as the current organization and are accessible by the user
responsibility. Sharing bills across multiple organizations minimizes the maintenance of your
bills of material.
When you enter orders for models, kits, and assemblies in Oracle Order Management, you
must define all bills of material in your item master organization (your OE: Item Validation
Organization profile option value). Using common bills of material, you can share bills of
material that exist in your manufacturing organizations with your item master organization.
When you define a bill for a new assembly, you can reference another assembly and
organization as a common bill of material. You do not need to make any further entries for the
bill of material.
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Chapter 5 - Page 20
The following apply to bills of material:

You can only reference bills from organizations that have the same item master
organization as the current organization.
If components already exist for the new bill, you cannot reference another bill as a
common.
If your new assembly is in a different organization than the bill you reference, all
component items must exist in the new bills organization. This also applies to substitute
components.
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Chapter 5 - Page 21
Creating Common Bills of Material
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Creating Common Bills of Material

To create a common bill:
1. Navigate to the Common Bill window from the Bills of Material window (N) Bills >
Bills (M) Tools > Create Common Bill. Do this by choosing Create Common Bill from
the Tools menu.
2. Enter the organization for the item to reference as a common bill.
3. Enter the bill to use as a common.
4. From the Special Menu, launch the Create Common Bills concurrent program. Enter the
following parameters:
- Single Organization/Organization Hierarchy/All Organizations - Select one of the
three options. If you select Single Organization, enter the organization and item
names where the common bill needs to be created. If you select Organization
Hierarchy, enter the required name of the organization hierarchy. In this case, the
processing is done for all organizations below the current organization in the chosen
organization hierarchy. If you select All Organizations, then processing is done for
all organizations that have the same item master organization as the current
organization.
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Chapter 5 - Page 22
- Organization Hierarchy
- Organization
- Item
5. Choose OK. In addition to navigating to the Define Bills window, you can also reference
common bills by running the stand alone concurrent program (N) Bills > Create Common
Bills.
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Chapter 5 - Page 23
Common Bills of Material Guidelines
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Common Bills of Material Guidelines

Any two items that are of the same bill type can share common bills. If two different items
share the same bill, you can define the bill once and then maintain one copy instead of two.
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Chapter 5 - Page 24
Agenda
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Chapter 5 - Page 25
Bill of Material Loops
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Bill of Material Loops

A bill of material loop is a situation in which a multilevel bill of material contains the same
item as the top assembly and as a component. Because you create multilevel bills of material
one level at a time, you can inadvertently create a bill of material loop. Processes that detect a
bill of material loop usually fail entirely or refuse to process the multilevel bill of material
containing the loop.
You can detect bill of material loops by taking these actions:
Request the Check for Loops concurrent process.
Wait for a concurrent process that uses bills of material to fail entirely or refuses to
process the multilevel bill of material containing the loop.
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Chapter 5 - Page 26
Checking for Bill Loops
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Checking for Bill Loops

The Check for Loops program can be run from the Tools menu of the Bills of Material
window.
To check for bill loops:
1. Navigate to the Bills of Material window (N) Bills > Bills. Check for Loops on the Tools
menu is only available after saving a bill.
2. Choose Check for Loops from the Tools menu (N) Bills > Bills (M) Tools > Check for
Loops.
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Chapter 5 - Page 27
Agenda
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Chapter 5 - Page 28
Finding Item WhereUsed
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Find Item WhereUsed

View an imploded list of all the using assemblies for a specified component. For example, if
you are proposing a change to a component in multiple bills of material, you can see the
number of assemblies that you would affect.
To view item where used:
1. Navigate to the Find Item Where Used window (N) Bills > Item WhereUsed.
2. In the Find Item Where Used window, enter the item, the revision, the revision date, and
the number of levels to implode for this bill of material. Only current components
effective as of the revision date you specify will be displayed.
3. Indicate whether you need to inquire about component usage for the current organization,
the current organization and all subordinate organizations in the chosen organization
hierarchy, or all organizations that have the same item master organization as the current
organization. You have the ability to specify the organization hierarchy name because
current organizations can be accessed from more than one organization hierarchy. Use
the Implemented Only field to further restrict the components to display.
4. Choose the Find button to open the Item Where Used window.
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Chapter 5 - Page 29
Viewing Item WhereUsed
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Viewing Item WhereUsed

Use the Item WhereUsed window to view the assemblies in which a component appears.
The level bill of material where the inventory item appears in the using assembly is displayed,
starting at 1 (level 2 signifies the parent of level 1; level 3 signifies the parent of level 2).
The Item Where Used window has three tabbed regions: Item Details, Bill Details, and
Effectivity.
The Item Details tabbed region displays the revision, the type, and the status for the
component.
The Bill Details tabbed region displays the alternate, whether the bill is an engineering
bill, the usage quantity (of the item in the immediate parent assembly), the ECO that
implemented the component (if it has been implemented), and the operation sequence.
The Effectivity tabbed region displays the effective date range and whether the item is
implemented.
Use the control buttons to expand or collapse portions of the indented item usages.
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Chapter 5 - Page 30
Agenda
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Chapter 5 - Page 31
Bill / Component Validation Rules
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Bill / Component Validation Rules

The following bill and component validation rules apply when defining, copying, or mass
changing bills of material:
Depending on the setting of the profiles that limit access to different bill types (BOM:
Model Item Access, BOM: Planning Item Access, BOM: Standard Item Access), you
may not be able to modify bills.
You cannot add a component with an operation sequence number that does not exist in
the routing. The only exception is for operation sequences that are equal to 1.
You cannot add a component to a bill where the same component, with the same
operation sequence and effectivity, already exists on the bill.
You cannot add components to common bills.
For ATO, PTO, and phantom bills where the parent item has ATP Components set to No,
you cannot add a component that has either the item attributes Check ATP set to Yes or
ATP Components set to Yes.
You cannot add an optional component to a bill that is neither model or option class.
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Chapter 5 - Page 32
You cannot add a component, whose planning percent is not equal to 100, to a standard
bill.
You cannot add a mandatory component, whose planning percent is not equal to 100 and
has the Forecast Control attribute set to Consume or None, to a model or option class bill.
When adding a component to a bill, the mass change will set the Check ATP component
attribute to No if the component quantity is less than or equal to 0.
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Chapter 5 - Page 33
Agenda
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Chapter 5 - Page 34
Bills of Material Reports
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Bill of Material Comparison Report

Use the Bill of Material Comparison Report to report the comparison between two
manufacturing assemblies. You can compare primary bills, manufacturing and engineering
bills, alternates, and different revisions. Based on your comparison criteria, if the assemblies
have identical components, item sequences, operation sequences, yields, quantities, and
implementations, one line is printed for each identical component. Otherwise, the report prints
a separate line for each different component.
Bill of Material Listing
Use the Bill of Material Listing to report manufacturing and engineering bills without any
associated component or routing information.
Bill of Material Loop Report
Use the Bill of Material Loop Report to check for loops in a bill of material. Bill loops occur
when you assign an assembly as a component to itself somewhere in the multilevel structure.
You must fix loops before you can run an accurate MRP, or define a discrete job or repetitive
schedule for the assembly. If no loop exists, No Data Found is printed on the report.
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Chapter 5 - Page 35
Bill of Material Structure Report

Use the Bill of Material Structure Report to report the detail for all levels of an engineering or
manufacturing bill of material. You can multiply the component usage by an explosion
quantity to get an extended quantity.
Bills of Material Parameters Report
Use the Bills of Material Parameters Report to report bill of material default parameters. Use
these parameters to define modes of operation and default values for Oracle Bills of Material.
Consolidated Bill of Material Report
Use the Consolidated Bill of Material Report to summarize component usage at all levels for a
manufacturing bill of material.
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Chapter 5 - Page 36
Agenda
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Chapter 5 - Page 37
Mass Changing Bills of Material
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Mass Changing Bills of Material

Use the Mass Change Bills window to mass change your manufacturing bills of material. You
can define a mass change to add, delete or replace a component, alter a component quantity or
yield, or change other component information. You can mass change all using bills of material
or choose a subset of bills by item range, item category, or item type. You can mass change
primary and alternate bills of material for each using assembly. For manufacturing bills, you
can implement the changes immediately. You can also report effective changes for all using
assemblies or components.
Bills of Material take into account all the actions you enter to determine if the change is
applicable. For example, suppose you add component A and delete component B. This change
is made only if component A does not exist and component B does exist on the selected bills.
The change is applied only if both conditions are met. In this example, two records are
affected.
When you make mass changes to bills of material, you can perform the following actions:
Change information about an existing component
Add a component
Replace one component with another
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Chapter 5 - Page 38
Delete a component
Alter a component quantity or yield
You cannot make mass changes to a bill of material typeStandard, Option Class, Model, or
Planningif you do not have personal profile permission to change that bill of material type
manually.
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Chapter 5 - Page 39
Entering Mass Changes
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Entering Mass Changes

To mass change bills of material:
1. Navigate to the Mass Change Bills window (N) Bills > Mass Changes.
2. Enter a mass change order number and a change order type. The change order type
describes your changes and determines the type of bills to modify.
3. Select a single item unit number.
4 Indicate whether to increment the parent items revision by 1 (numeric based revisions
only).
5. Indicate whether to update Work in Process material requirements of any unreleased
discrete job, or any release or unreleased repetitive schedule associated with the parent
items.
6. Specify the parent items to change. You can use a category set, a category range, or an
item range. Alternatively, indicate whether to change all primary bills, all primary and
alternate bills, or a specific alternate bill. Optionally, enter a base model to mass change
configuration items related to this model that meets your other selection criteria.
7. Enter an item type for the parent items.
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Chapter 5 - Page 40
8. Choose the Changes button to enter component changes. If you do not wish to replace the
values for the Supply Type, Supply Subinventory, and Supply Locator fields, you must
enter the current value when executing a mass change. If you leave the Supply Type,
Supply Subinventory, and Supply Locator fields blank when entering component
changes, their values will be replaced by the blank (null) value when the mass change is
executed.
9. When finished, select the action(s) to take. For Bills of Material, select Report (to see
affected bills), Implement (to perform the mass change), both, or neither. If you make no
selection, the mass change order is saved for you to work on later. You cannot undo a
mass change. However, you can create another mass change to reverse the effects of a
previous mass change.
10. Choose the Submit button to launch the selected actions.
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Chapter 5 - Page 41
Entering Component Mass Changes
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Entering Component Mass Changes

To enter component changes:
1. Choose the Changes button on the Mass Change Bills window (N) Bills > Mass Changes
(B) Changes.
2. For each component item to change, indicate the action to perform. You can add or delete
components to or from a parent item. Or, you can update existing information about the
component on the parent item. With this option a new row is created that you enter new
information into.
3. In the Main tabbed region, enter the item sequence, operation sequence, the quantity, and
the inactive date for each component.
4. Open the Component Detail tabbed region and enter the planning percent. Enter the yield
and indicate whether the component should be quantity related and included in cost
rollups.
5. Open the Material Control tabbed region and enter the supply type. Enter the supply
subinventory and locator identifiers.
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Chapter 5 - Page 42
6. For model, option class, and kit bills, open the Order Entry tabbed region and enter the
minimum and maximum sales order quantities. Indicate whether to check ATP. Indicate
whether the component is optional and mutually exclusive.
7. Open the Shipping tabbed region, and choose whether the component should be listed on
shipping documents, required to ship, or required for revenue.
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Chapter 5 - Page 43
Practice Overview: Maintaining Bills of Material
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Chapter 5 - Page 44
Practice - Maintaining Bills of Material

Overview
In this practice you will compare bills of material, create an alternate bill of material, and attach
a text document to a bill of material. You will also check a bill of material for bill loops and view
an indented bill of material.
Assumptions

practice.
Tasks
Compare bill of material ##1040 to bill of material ##2010.
Creating Alternate Bills of Material
Create an alternate name called ##SUB for a substitute part.
Create an alternate bill of material for item ##2010 using the alternate name ##SUB. Replace
item ##3010 with a different ##3010 for your alternate bill of material.
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Enabling Items and Copying Bills of Material in Different Organizations
Enable items ##2010, ##3010, ##3020, and ##3030 in organization M2-Boston Manufacturing.
Copy items ##2010 bill of material from the M1-Seattle Manufacturing organization to the M2Boston Manufacturing organization.
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Performing Loop Checks
Perform a loop check for item ##1000.

Attaching Text Documents
Attach a text document to item ##1000.
View the indented bill of material for item ##1000.

Chapter 5 - Page 45
Solution Maintaining Bills of Material

1.
Compare bill of material ##1040 to bill of material ##2010.
2.
Navigate to the Comparison window.
3.
4.
(N) Bills of Material > Bills > Comparison
Enter the two bills to compare.
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Select Compare.
(B) Compare

Chapter 5 - Page 46
Creating Alternate Bills of Material

5.
Create an alternate name called ##SUB for a substitute part.
6.
Navigate to the Alternates window
(N) Bills of Material > Setup > Alternates
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7.
Insert a new record or click on the next available line.
8.
Type ##SUB and enter a description.
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Chapter 5 - Page 47
9.
Save your work.
10. Create an alternate bill of material for item ##2010 using the alternate name ##SUB.
Replace item ##3010 with a different ##3010 for your alternate bill of material.
11. Navigate to the Bills of Material window.
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12. Enter your item ##2010, then from the LOV in the Alternate field, select ##SUB.
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Chapter 5 - Page 48
13. Copy bill of material ##2010.
(M) Tools > Copy Bill From
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Chapter 5 - Page 49
14. Replace item ##3010 with a different ##3010.
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Chapter 5 - Page 50
15. Save your work.
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Enabling Items and Copying Bills of Material in Different Organizations

16. Enable items ##2010, ##3010, ##3020, and ##3030 in organization M2-Boston
Manufacturing.
17. Navigate to the Master Item window.
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18. Query items ##2010, ##3010, ##3020, and ##3030 and enable them in organization M2Boston Manufacturing.

Chapter 5 - Page 51
19. Copy items ##2010 bill of material from the M1-Seattle Manufacturing organization to M2Boston Manufacturing organization.
20. Change your organization to M2-Seattle Manufacturing.
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Chapter 5 - Page 52
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22. Copy bill of material ##2010 from organization M1.

Chapter 5 - Page 53
23. You now have a bill of material for ##2010 in organizations M1 and M2.
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Chapter 5 - Page 54
24. Save your work.

Performing Loop Checks
25. Perform a loop check for item ##1000.
26. Change your organization back to M1-Seattle Manufacturing.
28. Find item ##1000.

29. Check for loops.
(M) Tools > Check for Loops
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30. A note displays. Select OK.


Chapter 5 - Page 55
Attaching Text Documents

31. Remain in the Bills of Material window with item ##1000.
32. Attach a text document to item ##1000.
33. Select the paper clip icon.
34. In the Attachments window, click in the category field and choose Miscellaneous from the
LOV.
35. Enter a brief description.
36. In the Data Type field, select Text in the LOV.
37. Enter a text statement.
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Chapter 5 - Page 56
38. Save your work.

39. Close the Attachments window.
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40. Test your attachment. Query on item ##1000 again.

41. Is the paper clip icon different? ___________
42. Select the paper clip and review the attachment.

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43. View the indented bill of material for item ##1000.
44. Navigate to the Find Indented Bills of Material window.
(N) Bills of Material > Bills > Indented Bills
45. Enter item ##1000 and select Find.

Chapter 5 - Page 57
46. Review the bill of material. Click on the +/- buttons at the bottom of the window.
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Chapter 5 - Page 58
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Chapter 5 - Page 59
Summary
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Chapter 5 - Page 60
Creating Routings
Chapter 6
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Chapter 6 - Page 1
Creating Routings
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Chapter 6 - Page 2
Objectives
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Agenda
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Chapter 6 - Page 4
Routings
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Routings
A routing defines the step-by-step operations you perform to manufacture a product. Each
routing can have any number of operations. For each operation you specify a department that
determines the resources you may use for that operation.
You must create resources and departments before you create routings.
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Chapter 6 - Page 5
Primary and Alternate Routings
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Primary and Alternate Routings

A primary routing is the list of operations most frequently performed to build a product. You
can define one primary routing and many alternate routings for an item. When you define a
new primary routing, you specify only the item (no alternate name) and you can assign a
routing revision. For example, you can define a routing for an item that includes two
operations-an assembly and a testing operation. You typically build your product with these
operations, so you define this routing as the primary routing for the item.
You can define an alternate routing to describe a different manufacturing process used to
produce the same product. Unlike a new primary routing, specify the item and alternate name
to define an alternate routing. You must define a primary routing before you can define
alternate routings, and you can define any number of alternate routings for an item.
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Routings in Multiple Organizations
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Routings in Multiple Organizations

You create items in the master organization and assign them to the manufacturing and
distribution organizations in which you use them. Within the assigned organization, you create
routings.
In the example above, the routing for item A in organization 1 has operation step 10 in
department A and operation step 20 in department B. The routing for item A in organization 2
has operation step 10 in department 111 and operation step 20 in department 222.
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Chapter 6 - Page 7
Operations
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Operations
To define a routing operation you first specify an operation sequence number to indicate the
order to perform operations. Components in your bill of material can reference an operation
sequence. Next, you can choose either a standard operation, or you can enter a new operation.
Sequence of Operations
Routings define the step-by-step descriptions, or operations, for manufacturing an assembly.
Each operation on a routing defines a specific portion of the manufacturing process for the
assembly. You can use operations to identify the location, the quantity, and the state of
completion of the assemblies you are currently manufacturing.
For each component item on the bill of material associated with a routing, you can specify the
operation sequence where you require the item. You can then issue material where and when it
is needed.
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Standard Operations
A standard operation is a commonly used operation that you define as a template to default
operation information when you define routings. When you define a new operation on a
routing, you can specify a standard operation whose information Bills of Material copies into
the operation you are currently defining. You can then change any of the copied information
for the new operation.
Backflushing Transactions
You can specify at what point in the routing you backflush component material. Moves
automatically backflush the appropriate components at the time they are needed. You can
postpone the backflush of material at time-critical operations until a later operation.
Minimum Transfer Quantities
You can set the minimum quantity that you move from an operation when you define a routing.
The Shop Floor Transaction window issues a warning when you move a quantity less than this
minimum.
Attachments
You can attach files, which may include instructions, to routing operations.
Option Dependent Operations
When you define routings for model and option class items, you can indicate the operations
that appear in a configuration items routing only if you choose an option that references that
operation. Bills of Material automatically creates a configuration items routing including all
operations that are not option-dependent and any option-dependent operations referenced by a
chosen option.
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Chapter 6 - Page 9
Resources
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Resource Usage
You can associate multiple resources with an operation on a routing. For each resource, you
can determine if you want to include that resource in scheduling and lead time calculations.
You can also collect costs for a resource on a routing if you specified the resource as a costed
resource.
Resource parents and resource sets are used to group similar resources. Routings can then be
defined with their general resource requirements, while WIP lots are tracked with the usage of
the specific resources. While a resource can belong to several resource sets, a resource can only
belong to one parent resource. When a WIP lot is at an operation with a parent resource or
resource set attached to it, you are prompted to enter a valid resource used in processing the
WIP lot.
Item or Lot-Based Resources
You can specify resource usage as a fixed rate per job for activities such as setup and
teardown, and variable rates for resources whose usage depends on the number of units
processed. For lot based resources you choose the Lot basis type and your usage rate is fixed,
and for item based resources you choose the Item basis type to indicate that your usage rate is
variable.
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Oracle Cost Management divides lot based resource usages by lot size to determine item costs.
For example, you might define a lot based resource that represents time spent setting up a
machine, and a resource that represents the time to tear down the machine for the next job or
schedule. You could schedule and collect costs for both the setup and tear down resources.
Resource Scheduling
You can specify usage rates either as resource units per item unit, or the inverse - item units per
resource unit. For example, you could specify usage rate for a machine hour resource in either
units per hour, or hours per unit. For each routing operation, you can specify multiple resources
and usage rates.
For each resource, you can specify whether to schedule it, and whether it overlaps the prior or
next operation. If you specify that a resource overlaps the prior operation, Oracle Work in
Process schedules the resource so that the last resource on the prior operation ends at the same
time as this resource. Conversely, if you specify a resource that overlaps the next operation,
Work in Process schedules the resource so that the first resource on the next operation begins
at the same time as this resource.
Resources can be defined as simultaneous or alternates with other resources, independent of an
assemblys routing. Two or more resources can be scheduled to be working concurrently
within the same job operation. For example, a drilling machine and machinist must be
scheduled at the same time. Each operation contains a scheduled sequence of resources. You
can define the sequence in which resources are consumed. You can create a different resource
or group of resources that can be used to substitute the primary resource or group of resources
within a job operation. For example, if unskilled labor is unavailable to perform a task, it can
be substituted with skilled labor. The scheduling system will schedule the skilled labor if the
unskilled labor is fully committed. This is referred to as alternative scheduling.
Work in Process schedules assuming that the department uses up to the number of assigned
units of the resource simultaneously - up to the number that exist in the department.
If you specify that a resource is available 24 hours (such as time in a drying area), Work in
Process schedules it around the clock regardless of shifts.
Resource Charging Method
You can associate multiple resources with an operation on a routing, and for each resource you
can determine how the resource is charged. You can automatically charge resources in Work in
Process based on move transactions and purchase order receipts for outside processing. You
can also manually charge resources. You can collect and group resource charges by activity for
cost reporting.
Resource Capacity Modifications
For each resource on a shift, you can override the number of resource units available (such as
number of machines) and specify additions or reductions to the amount of time the resource is
available on that shift. These capacity modifications are assigned to simulation sets that you
can use later when you generate a capacity plan or schedule discrete jobs or repetitive
schedules to simulate capacity changes.
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Chapter 6 - Page 11
Resource Usage Rate or Amount

The usage rate or amount is the amount of the resource consumed at the operation, either the
quantity per item or per lot. If you assign more than one resource unit to work at an operation,
Work in Process considers the number of units when scheduling a resource at an operation.
Assign the usage rate for the resource as the total quantity per item or lot, regardless of the
number of resource units you specify. For example, if you define a machine resource to require
10 hours per item and you assign 2 resource units to the resource, Work in Process
automatically schedules 2 machines for 5 hours.
Standard Resource Costs
When you define a routing, you specify the resources you use to build the items, and each
resource has costs associated with it. By defining the routing with specific resources, you
establish standard resource costs for any item that uses the routing.
Outside Processing
You can define outside processing resources and then assign these resources to operations on a
routing. Work in Process considers any operation that has an outside processing resource as an
outside operation.
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Creating Routings
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Creating Routings
1. Navigate to the Routings window.
2. Enter a manufacturing item to create a routing for.
3. If you are creating an alternate routing, enter an alternate. For a primary routing, do not
enter an alternate.
4. If you are updating an existing routing, enter the routing revision and the effective date.
To update the revision, choose the Routing Revisions button to open the Routing
Revisions window.
5. If you would like this routing to be capable to promise, then choose the Capable to
Promise button. Capable to promise describes an available to promise calculation that
considers both available material and capacity of manufacturing and distribution
resources. You are able to define one and only one CTP routing for each item.
6. Select a display option to display All, Current, or Future and Current operations effective
as of the revision date you specify. To enter completion subinventory and locator
information, or view a common routing, choose the Routing Details button to open the
Routing Details window.
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Chapter 6 - Page 13
7. Enter the operation sequence, or let the system automatically generate it for you,
according to your profile setup.
8. To copy or reference standard operations into a routing use the Operation Code list of
values. You can define a new standard operation by selecting Standard Operations from
the Tools menu. If you use a standard operation code, the operation information for that
code will be copied into the operation you are currently defining. You can then update
that information as desired. You can assign the same standard operation to more than one
operation sequence within the same routing. The Routings window has five tabbed
regions: Main, WIP, Operation Yield, ECO, and Description.
9. Enter the department in which the operation is performed.
10. Enter an effective date range.
11. For operations in ATO model or option class routings only, indicate whether the
operation is option dependant, that is, whether the operation is dependant on the choice of
an optional component. All mandatory components and their related operations appear on
the routing for each configuration. The default is enabled.
12. Optionally, enter the items manufacturing lead time percent required to complete all
previous operations on the routing. If the manufacturing lead time equals 10 days and all
previous operations combined require 2 days, the lead time percent is 20%.
13. Open the WIP tabbed region and select Count Point and Autocharge options. Indicate
whether to backflush components on shop floor moves at this operation. A backflush
transaction automatically pulls Operation pull components from inventory. Work in
Process also pulls all Operation pull components at non-backflush operations preceding
this operation through the previous completed backflush operation. Enter the minimum
transfer quantity of assemblies to move from this operation to the next. Work in Process
will warn you if you attempt to move a number less than this value. If you used a
standard operation, this value defaults to minimum transfer quantity defined for the
standard operation. Otherwise the default is 0.
14. Open the Operation Yield tabbed region. You can define routing networks for Standard,
Flow, and Lot-based routings. If the routing is lot-based, then the Yield, CUM Yield,
Reverse CUM Yield, and Include in Rollup fields will display. To enable Operation
Yield in Shop Floor Management, enter expected operation yields for each operation
listed. For example, enter 0.9 for a 90% yield. These fields are displayed for Shop Floor
Management enabled organizations.
15. Indicate whether the operation yield is to be considered in the rollup, as required by the
costing team.
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Chapter 6 - Page 14
Agenda
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Chapter 6 - Page 15
Lead Time Management Overview
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Lead Time Management Overview

Oracle Manufacturing uses dynamic (quantity dependent) lead times to plan material and
resource requirements, and to determine material requirement dates for available to promise
(ATP) calculations. When computing requirement dates, both the fixed and variable
components of an items manufacturing lead time are used. When setting time fences for
planning and available to promise calculations, an items cumulative lead times are used.
Lead Times
Lead times are item, operation, and operation resource attributes that refer to the amount of
time you need to obtain or manufacture an item.
You can:
Plan material and resources quickly and accurately.
Establish appropriate planning time fences for products.
Create purchase orders for material, accounting for vendor lead time.
Schedule material to arrive at an operation where it is consumed.
Schedule each resource at an operation where it is consumed.
Promise accurate product shipment dates.
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Computed vs. Assigned Lead Times

For manufactured items, you can automatically compute manufacturing and cumulative lead
times for a specific item or a range of items. You can also maintain this information manually.
You must manually assign all lead time information for purchased items.
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Item Lead Time Attributes
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Item Lead Time Attributes

For all scheduled time elements, which are less than the standard workday, the system will
compute the lead time day by dividing the lead time element by 24. The standard workday is
defined in the workday calendar. Oracle Manufacturing stores the following lead time
information for each item:
Fixed Lead Time: The portion of manufacturing lead time that is independent of order
quantity. You can enter this factor manually for an item, or compute it automatically for
manufactured items.
Variable Lead Time: The portion of manufacturing lead time that is dependent on order
quantity. You can enter this factor manually for an item, or compute it automatically for
manufactured items.
Preprocessing Lead Time: A component of total lead time that represents the time
required to release a purchase order or create a job from the time you learn of the
requirement. You can manually enter preprocessing lead time for both manufactured and
purchased items.
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Post Processing Lead Time: A component of total lead time that represents the time to
make a purchased item available in inventory from the time you receive it. Manually
enter postprocessing lead time for each purchased item. Postprocessing lead time for
manufactured items is not recognized.
Processing Lead Time: The time required to procure or manufacture an item. You can
compute processing lead time for a manufactured item, or manually assign a value.
Processing lead time is computed as the time as total integer days required to
manufacture 1 lead time lot size of an item. You must manually assign a processing lead
time for purchased items. Processing lead time does not include preprocessing and
postprocessing lead times.
Lead Time Lot Size: The quantity you use to calculate manufacturing lead times. You
can specify an items lead time lot size to be different from the standard lot size.
Dynamic Lead Time Offsetting: A scheduling method that quickly estimates the start date
of an order, operation, or resource. Dynamic lead time offsetting schedules using the
organization workday calendar.
Total Lead Time: The fixed lead time plus the variable lead time multiplied by the order
quantity. The planning process uses the total lead time for an item in its scheduling logic
to calculate order start dates from order due dates.
Cumulative Manufacturing Lead Time: The total time required to make an item if you
had all raw materials in stock but had to make all subassemblies level by level. Oracle
Bills of Material automatically calculates this value, or you can manually assign a value.
Cumulative Total Lead Time: The total time required to make an item if no inventory
existed and you had to order all the raw materials and make all subassemblies level by
level. Bills of Material automatically calculates this value, or you can manually assign a
value.
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Chapter 6 - Page 19
Manufacturing Lead Time Computations
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Manufacturing Lead Time Computations

Bills of Material computes manufacturing lead times from item, routing and resource
availability information. Item and routing information is updated as part of the computation.
Lead Time Lot Size
Processing lead time is computed as the time required to complete 1 lead time lot size of an
item (the time required to complete the second scheduled job). Bills of Material determines an
items lead time lot size from two item master fields: standard lot size and lead time lot size.
For items that you plan and cost by the same lot size, you can specify a value only for the
standard lot size.
Routings
Oracle Manufacturing uses routing, operation, and resource information to compute fixed,
variable, and processing lead times for manufactured items. Lead times are not calculated for
purchased items even if they have a routing. When computing manufacturing lead times,
primary routings are automatically updated with lead time and offset percents. As with the item
lead time attributes, you can also manually assign these values.
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Chapter 6 - Page 20
Lead Time Percent

Oracle Manufacturing stores the lead time percent for each routing operation as the percent of
manufacturing (processing) lead time required for previous operations, calculated from the
start of a job to the start of an operation.
Offset Percent
Oracle Manufacturing stores the offset percent for each resource on a routing operation as the
percent of manufacturing (processing) lead time required for previous operations, calculated
from the start of the job to the start time of a resource at an operation.
Fixed and Variable Lead Times
You can automatically compute processing, fixed, and variable lead times for manufactured
items, whether they are produced using discrete jobs or repetitive schedules. A value of zero is
assigned to the fixed, variable, and processing lead times of a manufactured item that does not
have a routing and is not assigned to a production line.
Bills of Material computes manufacturing lead time by forward scheduling two jobs: the first
job is scheduled for a quantity of zero and the second job is scheduled for a quantity equal to
the items lead time lot size. The first job determines the fixed lead time and the second job
determines the variable and processing lead times. Using detailed scheduling, fixed and
variable lead times are computed as the difference between the total time required for the two
scheduled jobs.
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Chapter 6 - Page 21
Lead Time Lot Size
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Lead Time Lot Size

Processing lead time is computed as the time required to complete 1 lead time lot size of an
item (the time required to complete the second scheduled job).
Bills of Material determines an items lead time lot size from two item master fields: standard
lot size and lead time lot size.
For items that you plan and cost by the same lot size, you can specify a value only for the
standard lot size. Bills of Material then computes manufacturing lead time using the standard
lot size quantity.
If an items routing references another items routing as a common, set both items lead time
lot size to the same value. If you do not specify a lead time lot size, ensure that both items
standard lot sizes are equal.
For items that you plan with one lot size and cost with a different lot size, you can enter a lead
time lot size. Bills of Material then calculates manufacturing lead time using this value rather
than the standard lot size.
If an item does not have a value for the standard or lead time lot size, Bills of Material uses a
quantity of 1 to compute manufacturing lead times.
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If you enter a lead time lot size for an item, consider the items planning lot size to accurately
offset lead times. For planned items with a fixed order quantity, set the lead time lot size to the
fixed order quantity. If a planned item has varying lot sizes, assign a lead time lot size that
represents the typical lot size.
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Lead Time Percent
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Lead Time Percent

Oracle Manufacturing stores the lead time percent for each routing operation as the percent of
manufacturing (processing) lead time required for previous operations, calculated from the
start of a job to the start of an operation.
For example, if an items manufacturing lead time is two days and the primary routing has two
operations with the same duration (1 day), the first operations lead time percent is zero and the
second operations lead time percent is 50%.
You can override lead time percent calculations in the Main region of the Routings window.
Schedule material to arrive when an operation requires it.
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Chapter 6 - Page 24
Offset Percent
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Resource Offsets
Oracle Manufacturing stores the offset percent for each resource on a routing operation as the
percent of manufacturing (processing) lead time required for previous operations, calculated
from the start of the job to the start time of a resource at an operation.
For example, both operations in the previous example for lead time percent require one day
(eight hours) to perform. If you have two different resources assigned to the second operation,
and each resource requires four hours to complete their task, the offset percent is 50% for the
first resource and 75% for the second resource.
You can override offset percentage calculations in the Resource region of the Routing window.
Schedule resources at an operation exactly when they are required. Oracle Capacity uses
operation and resource offsets, as well as detailed usage information, to plan operation
resources.
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Bills of Material computes manufacturing lead time by forward scheduling two jobs: the first
job is scheduled for a quantity of zero and the second job is scheduled for a quantity equal to
the items lead time lot size. The first job determines the fixed lead time and the second job
determines the variable and processing lead times.
Using detailed scheduling, fixed and variable lead times are computed as the difference
between the total time required for two scheduled jobs. In other words, Bills of Material plots
total time required for a work in process job as a function of order quantity for both order
quantities and computes the slope of the line that the two points define.
Bills of Material uses the following formulas to compute fixed and variable lead times:
Schedule a job for zero quantity beginning on the system date and compute fixed lead time as
follows: completion date (of one item) - system date.
Schedule a job for the lead time lot size beginning on the system date and compute variable
lead time (rate) as follows: [(completion date (of all items) - system date) - fixed lead time] /
lead time lot size.
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Cumulative Manufacturing Lead Time
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Cumulative Manufacturing Lead Time

Bills of Material sets an items cumulative manufacturing lead time equal to its own
manufacturing lead time plus the maximum value of the cumulative manufacturing lead time
for any component, adjusted for operation offset. The operation offset is the lead time percent
for the operation where the component is used times the items manufacturing lead time (based
on one lead time lot size).
Purchasing items have no cumulative manufacturing lead time.
Oracle Bills of Material uses the following formula to compute cumulative manufacturing lead
time: Manufacturing lead time for item + maximum [(Cumulative manufacturing lead time
Offset days of any component)].
Set planning time fences for items based on cumulative manufacturing or cumulative total lead
time.
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Cumulative Total Lead Time
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Cumulative Total Lead Time

Bills of Material sets an items cumulative total lead time to its own total lead time plus the
maximum value of cumulative total lead time less operation offset for any component.
Operation offset for a component is the lead time percent for the operation where the
component is used times the items manufacturing lead time (based on one lead time lot size).
Bills of Material calculates cumulative total lead time using the following equation: total lead
time for item + maximum [(cumulative total lead time - offset days) for any component].
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Calculating Lead Times
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You can calculate manufacturing lead times for one item, a range of items, or a category of
items. The calculation updates the lead time attributes of all manufacturing items that you
include, regardless of whether you manually maintain an items lead times.
Lead Times By Item Category
You can limit the items included in the manufacturing lead time calculation by specifying an
item range or item category range when you submit the manufacturing lead time program.
Using item categories, you can segregate the manufactured items whose lead times you
manually maintain from those items you include in the manufacturing lead time calculation.
You can also limit the parent items included in the cumulative lead time calculations by using
item categories.
Re-computing Lead Times
Changes to routing and resource usages can impact an items lead times. After each change
you make to a routing (adjusting usages, adding operations, and so on), recalculate the
manufacturing lead time for the item.
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The Lead Time Calculation Process

To calculate lead times:
1. Navigate to the Calculate Lead Times window.
2. Select a Type:
- Request: calculate or roll up lead times without a report.
- Set: calculate lead times and produce either the Bills of Material Structure Report or
the Routing Report.
3. If you selected Set in the previous step, select one of the following: Calculate Cumulative
Lead Times Set GUI: calculates cumulative lead times and produces the Bills of Material
Structure Report or Calculate Manufacturing Lead Times Set GUI: calculates
manufacturing lead times and produces the Routing Report. If you selected Request in the
previous step, select Calculate Manufacturing Lead Times.
4. Indicate a range of items or a specific item.
5. If you chose a specific item, enter the item.
6. Optionally, enter a revision for the item. Enter the date and time to snapshot the bill or
routing. All data effective as of this date and time are included in the calculation.
7. If you chose to calculate lead times for a range of items, enter a beginning and ending
range.
8. If you chose to calculate lead times for a range of items, you may enter a category set to
calculate the lead times of the items associated with this category set. The default is the
category set you defined for your functional area.
9. If you chose to enter a category set, enter a beginning and ending category.
To roll up cumulative lead times:
Changes to the indented bill of material and component lead times can impact a parent items
cumulative lead times. After each change made to a bill (adding components, assigning to a
different operation or the item lead times, roll up the cumulative lead times.
1. Navigate to the Calculate Lead Times window.
2. Select Request for the Type.
3. Select Rollup Cumulative Lead Times for the Name.
4. Indicate a range of items or a specific item.
5. If you chose a specific item, enter the item.
6. Optionally, enter a revision for the item.
7. Enter the date and time to explode the bill of material.
8. If you chose to roll up cumulative lead times for a range of items, enter a beginning and
ending range.
9. If you chose to roll up cumulative lead times for a range of items, you may enter a
category set to roll up the cumulative lead times of the items associated with this category
set. The default is the category set you defined for your functional area.
10. If you chose to enter a category set, enter a beginning and ending category.
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Practice Overview: Defining Routings
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Practice - Defining Routings

Overview
In this practice you will define routings for items ##1000, ##1040, and ##2010.
Assumptions

practice.
Tasks
Defining Routings
1.
2.
Create a routing for item ##1000 using the table below. For each resource use HR for UOM
and Yes for Schedule.
Operation
Sequence
Department Description
Resource
Sequence
Resource
Name
100
##PCFINAL Assemble
PC
10
##Assblr
200
##PCFINAL Test PC
10
Basis
Item
Usage
Rate
.25
Assigned
Units
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##Tester
Item
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Sequence
Resource
Sequence
Resource
Name
100
##PCFINAL Assemble
CPU
Chassis
10
##Assblr
Item
.5
##PCFINAL Test CPU

Chassis
10
##Tester
Item
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Chapter 6 - Page 32
Basis
Usage
Rate
Assigned
Units
3.
Operation Department
Sequence
Description
Resource
Sequence
Resource
Name
100
Machine
install
components
10
##Inserter
Lot
20
##Inserter
Item
##AutoIns
Basis
Usage
Rate
Assigned
Units
200
##ManAssy
Hand install
components
10
##Assblr
Item
.1
10
300
##Test
Test
10
motherboard
##Tester
Item
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Solution Defining Routings

Defining Routings
1.
Navigate to the Routings window.
2.
3.
(N) Bills of Material > Routings > Routings
Operation
Sequence
Department Description
Resource
Sequence
Resource
Name
Basis
Usage
Rate
Assigned
Units
100
##PCFinal
Assemble
PC
10
##Assblr
Item
.25
200
##PCFinal
Test PC
10
##Tester
Item
.5
Enter Operation Sequence and Department in the Routings window under the Main tab.
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4.
Enter Description under the Description tab in the Routings window.
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5.
Select Operation Resources.
6.
(B) Operation Resources
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Enter Resource Sequence, Resource Name, UOM, Basis, and Usage Rate under the Main tab
in the Operation Resources window.
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7.
Enter Assigned Units and Schedule under the Scheduling tab.
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8.
Save your work.
9.
Return to the Routings window and enter the remaining information for Operation Sequence
200 for item ##1000.
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10. Create a routing for item ##1040 using the table below. For each resource use HR for UOM
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Sequence
Resource
Sequence
Resource
Name
100
##PCFinal
Assemble
CPU
Chassis
10
##Assblr
Item
.5
200
##PCFinal
Test CPU
Chassis
10
##Tester
Item
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Basis
Usage
Rate
Assigned
Units
11. Create a routing for item ##2010 using the table below. For each resource use HR for UOM
Creating Routings
Chapter 6 - Page 39
Operation Department
Sequence
Description
Resource
Sequence
Resource
Name
100
Machine
install
components
10
##Inserter
Lot
20
##Inserter
Item
##AutoIns
Basis
Usage
Rate
Assigned
Units
200
##ManAssy
Hand install
components
10
##Assblr
Item
.1
10
300
##Test
Test
10
motherboard
##Tester
Item
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Practice Overview: Entering and Calculating Lead Times
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Chapter 6 - Page 41
Practice - Entering and Calculating Lead Times

Overview
In this practice you will enter lead times. In addition to entering the lead times, you will also
calculate and review the lead times.
Assumptions

practice.
Tasks
Entering Lead Times
1.
Enter lead times for your buy items in organization M1 using the following table. ## is your
unique identifier.
Item Number
2.
Preprocessing LT
Processing LT
##1010
##1020
##1030
##2020
##2030
##2040
##3010
5
5
##3030
##3040
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Enter lot sizes of 100 pieces for items ##1000, ##1040, and ##2010.

3.
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##3020
Postprocessing LT
Calculate lead times for items ##2010, ##1040, and ##1000.

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Chapter 6 - Page 42
4.
View the fixed, variable, and processing lead times for items ##2010, ##1040, and ##1000.
5.
Roll up the cumulative lead time for item ##1000.
6.
View the cumulative lead time for item ##1000.
7.
View the indented bill of material for item ##1000. Review the lead times for the
components.
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Solution Entering and Calculating Lead Times

Entering Lead Times
1.
Enter lead times for your buy items in organization M1 using the table below. ## is your
unique identifier.
2.
Navigate to the Organization Items window.
3.
(N) Inventory > Items > Organization Items
Enter the following information under the Lead Times tab:

Item Number
Preprocessing LT
Processing LT
Postprocessing LT
##1010
##1020
##1030
##2020
##2030
##2040
##3010
10
##3020
60
##3030
##3040
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4.
Enter lot sizes of 100 pieces for items ##1000, ##1040, and ##2010.
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Chapter 6 - Page 45

5.
Calculate lead times for items ##2010, ##1040, and ##1000.
6.
Navigate to the Lead Time window.
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(N) Bills of Material > Routings > Lead Times
7.
Select Single Request and OK.
8.
Select Calculate Manufacturing Lead Times in the LOV for the Request Name.
9.
Enter specific item ##2010 in the Parameters window.
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10. Submit the request.
11. Repeat these steps for items ##1040 and ##1000.
Creating Routings
Chapter 6 - Page 46
12. View the fixed, variable, and processing lead times for items ##2010, ##1040, and ##1000.
13. Navigate to the Organization Item window.
Inventory > Items > Organization Items
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14. Find the items and select the Lead Time tab to review the lead times.
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15. Roll up the cumulative lead time for item ##1000.

16. Navigate to the Lead Time window.
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(N) Bills of Material > Routings > Lead Times
17. Select Single Request and OK.
18. In the Name field, select Rollup Cumulative Lead Times.

19. Specify item ##1000.
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20. Submit the request.
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Chapter 6 - Page 48
21. View the cumulative lead times for item ##1000.

22. Navigate to the Organization Item window.
Inventory > Items > Organization Items
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23. Find item ##1000 and select the Lead Time tab.
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24. View the indented bill of material for item ##1000. Review the lead times for the
components.
25. Navigate to the Find Indented Bills of Material window.
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(N) Bills of Material > Bills > Indented Bills
26. Enter item ##1000 and select the Lead Time check box.
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27. Select Find.
(B) Find
28. Review the lead times for the components.
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Summary
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Maintaining Routings
Chapter 7
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Chapter 7 - Page 1
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Objectives
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Agenda
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Chapter 7 - Page 4
Routing Revisions
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Routing Revisions
A routing revision helps you indicate that the operations and resources of an item have
changed. You do not have to use routing revisions when you change routings. Oracle Bills of
Material date stamp all changes that you make to routings when you increase the revision.
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Creating Routing Revisions
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Creating Routing Revisions

If you are updating an existing routing, enter the routing revision and the effective date. To
update the revision, choose the Routing Revisions button to open the Routing Revisions
window.
1. Navigate to the Routing Revisions window. You can do this by choosing the Revision
button from the Routings window (N) Routings > (B) Routing Revisions.
2. Enter the routing revision.
3. Enter an effective date and time.
The implementation date, which is either the date the revision was added or the date the routing
was transferred from Oracle Engineering, is displayed. If the routing was transferred from
Engineering, the ECO text is displayed.
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Agenda
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Chapter 7 - Page 7
Standard Operations
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Standard Operations
Standard operations are commonly used operations you can define as a template for use in
defining future routing operations. If you assign the operation code of standard operation in a
routing, the standard operation information is copied into the operation you are currently
defining. You can then modify the operation information in your new operation.
You must define at least one department before you can define a standard operation.
A standard operation is not the same as a standard bill of material.
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Creating Standard Operations
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Creating Standard Operations

1. Navigate to the Standard Operations window (N) Routings > Standard Operations.
2. Enter a unique operation code to identify a standard operation. If Oracle Warehouse
Management is installed, the Standard Operations form is used to define which resources
of a given department are required in order to perform a warehouse task. Oracle
Warehouse Management refers to standard operations as Task Types. The rules engine
uses the Code defined for the Standard Operation to reference the Task Type. A bulk
picking task may require a forklift machine and a pallet picker manual resource. Oracle
Warehouse Management uses a rules based system to determine the task type, or standard
operation; each task should be associated with. Tasks of a given type are then dispatched
to users associated with the resource definition, who have the qualified equipment for the
task available to them.
3. Enter the department where the operation is performed.
4. Enter the minimum transfer quantity of assemblies to move from this operation to the
next.
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Chapter 7 - Page 9
5. For operations in ATO model or option class routings only, indicate whether the
operation is option dependant, that is, whether the operation is dependant on the choice of
an optional component. All mandatory components and their related operations appear on
the routing for each configuration. The default is enabled.
6. Select your Count Point and Autocharge options.
7. Indicate whether to backflush components on shop floor moves at this operation. A
backflush transaction automatically pulls Operation pull components from inventory.
Work in Process also pulls all Operation pull components at non-backflush operations
preceding this operation (through the previous completed backflush operation.)
8. To enable operation yield in Shop Floor Management, enter the Operation Yield for each
operation listed. The valid values range between zero and one. This field is displayed for
Shop Floor Management enabled organizations.
9. Indicate whether this operation yield needs to be considered in the cost rollup, as required
by the costing team. This field is displayed for Shop Floor Management enabled
organizations.
10. Choose the Operation Resources button to assign resources to the standard operation.
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Assigning Resources to Standard Operations
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Assigning Resources to Standard Operations

1. Navigate to the Resources window (N) Routings > Standard Operations (B) Operation
Resources. Choose the Operation Resources button to assign resources to the standard
operation.
2. Enter the sequence number of the resource and the resource name. You can use any
resource assigned to the department. Valid values for sequence range from 1 to 9999999
and must be unique for the operation.
3. Select a basis type by which to charge and schedule the resource. The default is the basis
specified for the resource. Item: Charge and schedule the resource by multiplying the
usage rate by the job or schedule quantity for the assembly. Select Item when your
charges fluctuate with quantity change. Lot: Charge and schedule the resource by
charging the usage rate or amount once per job or schedule. Select Lot when your
resource usage quantity is the amount required per job or schedule, for example, setup
charges.
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Chapter 7 - Page 11
4. Enter a value for the Rate or Amount in either the Usage or Inverse fields. Enter the
resource consumed at the operation (per item or per lot) or its inverse. Entering a value
for either field updates the other field. Resources with time-based unit of measures must
have usage rates greater than zero. Enter an inverse when you know the number of units a
resource can process (rather than the duration an assembly unit consumes the resource).
For example, if you know a resource can process 10 units per hour, enter 10 for the
inverse. Usage or Inverse can be negative only for resources that cannot be scheduled and
where the charge type is neither PO move nor PO receipt.
5. Open the Scheduling tabbed region and enter the Schedule Sequence Number. Two or
more resources can be scheduled to be working concurrently within the same job
operation. Simultaneity is implemented by having more than one resource with the same
Schedule Sequence Number. The Schedule Sequence Number field is independent of the
resource sequence, which is used only as part of the primary key to list the resources. The
Schedule Sequence Number shows the actual sequence of each resource used in the
operation.
6. Optionally, enter the Substitute Group Number. Resources with the same substitute group
number are substituted together with alternate resources that have the same substitute
group number as the operation resource and the same replacement group number.
7. Enter the number of assigned units to the resource.
8. If the unit of measure of the resource is time-based, select a schedule value. When
defining either primary or alternate resources within the same Schedule Sequence
Number, you must set the Schedule field value for the next resource to either Prior or No,
if another resource within the same Schedule Sequence Number has a Schedule field
value of Prior or Next or No, if another resource within the same Schedule Sequence
Number has a Schedule field value of Next.
9. Enter the resource offset percent within this routing. For example, a value of 50 means
that you utilize the resource when the routing is half completed. This value is
automatically calculated when you compute the lead time for the assembly.
10. Indicate which resource is the principle resource, within a group of simultaneous
resources.
11. Open the Costing tabbed region and enter an activity to perform when you use the
resource. Use activities to group resource charges for cost reporting. The default is the
activity associated with the resource.
12. Indicate whether to charge jobs or schedules based on the standard rate defined for the
resource (default). Off: Use this option if you import charges from an outside labor
system and want to record actual costs, or to record the labor rate of an employee. On:
For outside processing resources, if you charge a job and repetitive schedule at the
standard rate, Oracle Purchasing computes any purchase price variance and posts it to the
rate variance account.
13. Select a charge type. The default is the charge type specified for the resource.
14. Select the Alternates button. Optionally, you can define substitute resources for each
primary resource group defined. This enables you to specify resource sequences that can
replace the primary resource group.
15. Enter the substitute resource name. This is one of the resources that may replace the
resource group.
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16. Enter the Replacement Group Number. This is used to group substitute resources
together, to substitute a resource group.
17. Select a basis type by which to charge and schedule the resource. The default is the basis
specified for the resource.
18. Enter a value for the Rate or Amount in either the Usage or Inverse fields. That is, enter
the resource consumed at the operation (per item or per lot) or its inverse. Entering a
value for either field updates the other field.
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Agenda
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Chapter 7 - Page 14
Resource Usage
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Resource Usage
You can view the operations and routings that use a particular resource in the Resource Where
Used window.
The Resource Where Used window contains four tabbed regions: Operation Details, Resource
Details, Descriptions, and More.
The Operation Details tabbed region displays the operation sequence, department, the effective
date range, and the routing in which the resource is used.
The Resource Details tabbed region displays the resource, the basis type, the usage rate (or
amount) and its inverse, and the number of resource units assigned.
The More tabbed region displays the resource sequence, the activity for the resource, the
scheduling type (Yes, No, Prior, Next), and whether this is an engineering routing.
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Chapter 7 - Page 15
Viewing Resource Usage
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Viewing Resource Usage

1. Navigate to the Resource Where Used window (N) Routings > Resource Where Used.
2. Enter the name of the resource for which to view the operation and routing usage.
3. Enter an effective date. Operation information effective on this date is displayed.
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Chapter 7 - Page 16
Practice Overview: Defining Standard Operations
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Chapter 7 - Page 17
Practice - Defining Standard Operations

Overview
In this practice you will define a standard operation and create an alternate routing.
Assumptions

practice.
Tasks
Defining Standard Operations
1.
Create a standard operation for the test operation called ##TE using the table below.
Department
##Test
Resource
Sequence
10
Description
Resource
Name
Test
##Tester
motherboard
Defining Alternate Routings
UOM
HR
Basis
Item
Usage
Rate
Assigned
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2.
Create an Alternate Name called ##ALT.
3.
Create an alternate routing using ##ALT for item ##2010 using the table below.
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Department
##AutoIns
##ManAssy
Operation
Sequence
100
200
Description
Resource
Sequence
Resource
Name
Machine
install
components
10
##Inserter
Lot
20
##Inserter
Item
10
##Assblr
.1
Item
10
Hand install
components
Chapter 7 - Page 18
Usage
Rate
Basis
Assigned
Units
4.
Add Operation Sequence 300 to your alternate routing for item ##2010. Enter your standard
operation ##TE for Operation Sequence 300.
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Chapter 7 - Page 19
Solution Defining Standard Operations

Defining Standard Operations
1.
Create a standard operation for the test operation called ##TE using the table below.
2.
Navigate to the Standard Operations window.
(N) Bills of Material > Routings > Standard Operations
Department
##Test
3.
4.
Resource
Sequence
10
Description
Resource
Name
Test
##Tester
motherboard
UOM
HR
Basis
Item
Usage
Rate
2
Assigned
Units
1
Enter the Code, Description, and Department in the Standard Operations window.
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Select Operation Resources.
(B) Operation Resources

Chapter 7 - Page 20
5.
Enter Resource Sequence, Resource Name, UOM, Basis, and Usage Rate in the Resources
window under the Main tab.
6.
Enter Assigned Units under the Schedule tab.
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Chapter 7 - Page 21
7.
Save your work.
Defining Alternate Routings

8.
Create an Alternate Name called ##ALT.
9.
Navigate to the Alternates window.
(N) Bills of Material > Setup > Alternates
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10. Enter ##ALT and a description. ## is your unique identifier.

11. Save your work.
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Chapter 7 - Page 22
12. Navigate to the Routings window.
(N) Bills of Material > Routings > Routings
13. Create an alternate routing using ##ALT for item ##2010 using the table below.
Sequence
Resource
Sequence
Resource
Name
100
10
##Inserter
Lot
##Inserter
Item
##Assblr
Item
.1
10
##AutoIns
Machine
install
components
20
200
##ManAssy
Hand install
components
10
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Basis
Usage
Rate
Assigned
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14. Add Operation Sequence 300 to your alternate routing for item ##2010. Enter your standard
operation ##TE for Operation Sequence 300. Check the referenced checkbox.
Chapter 7 - Page 23
15. Save your work.
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Chapter 7 - Page 24
Summary
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Chapter 7 - Page 25
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Chapter 7 - Page 26
Common Bills of Material and

Routing Functionality
Chapter 8
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Common Bills of Material and Routing Functionality

Chapter 8 - Page 1
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Chapter 8 - Page 2
Objectives
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Chapter 8 - Page 3
Agenda
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Chapter 8 - Page 4
Copying Bill and Routing Information
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Copying Bill and Routing Information

You can save time defining new, similar bills or routings by copying their information rather
than creating them manually.
You can copy a bill or routing from your current organization or from another organization that
shares your same item master organization. You can then modify your new bill or routing as
necessary.
You can copy any revision of a primary or alternate bill or routing.
Subinventory and locator information are not copied across organizations.
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Chapter 8 - Page 5
Copying Bills of Material
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You can save time when you create bills of material by using the Copy feature. Several of the
items that you manufacture, sell, or plan have similar bills of material. If you want to create
similar, alternate bills of material for an item, use the Copy Bills of Material feature.
You create a bill of material by copying from these areas:
The same or a different item number
The primary or an alternate bill for that item number
The same or a different organization
The item from which you copy retains its components. The item to which you copy contains
the same components as the item from which you copy.
You can change anything on the copied bill of material except the item number.
The assembly and components must exist in the organization from which you are copying.
After you copy, the two bills of material are no longer related. If you change one bill of
material, you will not see the same change in the other bill of material. Once you create a
copied bill of material, you must use the Bill of Material Delete function to delete it.
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Chapter 8 - Page 6
When you copy bills from your current organization, everything is copied to the new bill
including the supply type and the supply subinventories and locators.
You can only copy bills between items having the same BOM Item Type attribute. For
example, if the new bill is a model bill, you can only copy existing bills that are model bills.
Know the structure of the bill you are copying, since the copy function only copies single level
components of the bill. For example, if the parent item whose bill you want to copy has single
level components that are subassemblies, the bill copy function will not copy the components
of the subassembly.
When you copy the bill from another organization, the components on the bill you are copying
must exist in the target organization. The supply subinventories and locators are not copied.
Substitute component items must also exist in the target organization to be copied.
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Chapter 8 - Page 7
Copy Bill Window
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Copy Bill Information

1. Navigate to the Copy Bill window (N) Bills > Bills (M) Tools > Copy Bill From. Do this
by choosing the Tools menu item and then choosing Copy Bill.
2. Enter the organization, item, alternate, revision, and revision date for the bill to copy.
3. Select a copy option:
- Current: components or operations effective on the revision date
- Future and Current: same as current and all future components and operations
4. Choose the Copy and Save button. Doing so copies the appropriate components and
automatically saves the new bill.
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Chapter 8 - Page 8
Copying Routings
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Copying Routings
When you want to create similar, alternate routings for an item, you can save time creating
routings by using the Copy Routing feature.
You create a routing by copying from:
The same or a different item number
The primary or an alternate bill for that item number
The item from which you copy retains its operations and resources. The item to which you
copy contains the same operations and resources as the item from which you copy.
You can change anything on the copied routing except the item number and the operation
number.
After copying, the two routings are no longer related. If you change one routing, you do not see
the same change in the other routing.
When copying from another organization, only operations occurring in departments that exist
in both organizations are copied. Similarly, only resources that exist in both organizations are
copied. The resource must also belong to the same department in the target organization.
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Chapter 8 - Page 9
Copy Routing Window
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Copy Routing Information

1. Navigate to the Copy Routing window (N) Routings > Routings (M) Tools > Copy
Routing From. Do this by choosing the Tools menu item and then choosing Copy Rtg
From.
2. Enter the organization, item, alternate, revision, and revision date for the routing to copy.
3. Select a copy option:
- Current: components or operations effective on the revision date
- Future and Current: same as current and all future components and operations
- Note: after you have copied information, you can update it as you see fit.
4. Choose the Copy and Save button. Doing so copies the appropriate components or
operations and automatically saves the new routing.
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Chapter 8 - Page 10
Agenda
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Chapter 8 - Page 11
Referencing Common Bills and Routings
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Referencing Common Bills and Routings

Any two items that are of the same bill type can share common bills and routings. If two
different items share the same bill or routing, you can define the bill or routing once and then
maintain one copy instead of two.
The following notes apply to both bills and routings:
You cannot reference another bill or routing as a common if that bill or routing also
references a common. In other words, you cannot create a chain of common references.
You can only reference another bill or routing as a common if it has the same alternate
name assigned to it.
If the current bill you are creating is a manufacturing bill, the common bill must also be a
manufacturing bill.
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Chapter 8 - Page 12
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If two or more organizations manufacture the same item using the same bill of material, you
can define the bill in one organization and reference it from the other organizations. Necessary
changes must then be made to the referenced bill.
You can create a common bill within the same organization, and across multiple organizations.
You have the option to create common bills in all organizations under the current organization
in the chosen organization hierarchy, or create common bills in all organizations that have the
same item master organization as the current organization and are accessible by the user
responsibility. Sharing bills across multiple organizations minimizes the maintenance of your
bills of material.
When you enter orders for models, kits, and assemblies in Oracle Order Management, you
must define all bills of material in your item master organization (your OE: Item Validation
Organization profile option value). Using common bills of material, you can share bills of
material that exist in your manufacturing organizations with your item master organization.
When you define a bill for a new assembly, you can reference another assembly and
organization as a common bill of material. You do not need to make any further entries for the
bill of material.
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Chapter 8 - Page 13
The following notes apply to bills of material:

You can only reference bills from organizations that have the same item master
If components already exist for the new bill, you cannot reference another bill as a
common.
If your new assembly is in a different organization than the bill you reference, all
component items must exist in the new bills organization. This also applies to substitute
components.
When you use common bills of material, you lose the ability to make organization-specific bill
of material changes.
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Chapter 8 - Page 14
Common Bill Window
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Referencing a Common Bill

1. Navigate to the Common Bill window from the Bills of Material window (N) Bills >
Bills (M) Tools > Create Common Bill. Do this by choosing Create Common Bill from
the Tools menu.
2. Enter the organization for the item to reference as a common bill.
3. Enter the bill to use as a common bill.
4. Choose OK.
5. In addition to navigating to the Bills of Material window, you can also define common
bills by running the stand alone concurrent program.
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Chapter 8 - Page 15
Common Routings
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Common Routings
You cannot reference a routing outside your current organization.
If an items routing references another items routing as a common, you should set both items
lead time lot size to the same value. The lead time lot size and the routing information are used
to compute lead times.
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Chapter 8 - Page 16
Common Routing Window
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Referencing a Common Routing:

1. Navigate to the Common Routing window from the Routings window (N) Routings >
Routings (M) Tools > Assign Common Routing. Do this by choosing Assign Common
Routing from the Tools menu.
2. Enter the common item.
3. Choose OK.
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Chapter 8 - Page 17
Agenda
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Chapter 8 - Page 18
Bill and Operation Documents
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Chapter 8 - Page 19
Defining Bill and Operation Documents
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Defining Bill or Routing Operation Documents

You can attach documents to bills of material or to routing operations. Navigate to either the
Bill Documents or Operation Documents window (N) Bills or Routings > Documents.
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Chapter 8 - Page 20
Attaching Bill and Operation Documents
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Attaching Files
You can attach text and files, such as spreadsheets, graphics, and OLE objects to bills of
material and routing operations.
For example, an attached file may include comments, such as a graphical representation of the
bill structure, or detailed instructions and schematic diagrams for routing operations.
To attach files:
1. From the Bills of Material or Routings window, choose the Attachments icon (N) Bills or
Routings (I) Attachments (B) Document Catalog (B) Attach. To attach a file to a bill,
position the cursor in the Header region. To attach a file to a routing operation, position
the cursor in the Operations region.
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Chapter 8 - Page 21
Agenda
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Chapter 8 - Page 22
Deleting Items, Bills, Routings, Components, and Operations
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Deleting Items, Bills, Routings, Components, and Operations

Deleting physically removes information from the database tables. Deleted bill or routing
information can be archived to database tables. (You cannot archive item-level information.)
You can then write custom programs to report on the archived data. Summary information is
saved for all deletion groups. You can report on deletion groups.
Files or objects that are attached to bills or routings are not deleted. Instead, the link between
the bill or routing and the attached file is severed. The files themselves remain intact in their
original location.
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Chapter 8 - Page 23
Information That You Can Delete
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Information That You Can Delete

Set up groups of entities to check, delete and optionally archive. Entities can include items,
bills of material, components, routings, or operations.
What entities you can delete depends on what Oracle application you are currently using and
what applications you have installed.
If you are using Oracle Bills of Material, you can delete bills, routings, components, and
operations.
If you are using Oracle Engineering, you can delete any engineering entity except ECOs.
If you are using Oracle Inventory and you do not have Bills of Material installed, you can
only delete manufacturing items.
If you are using Oracle Inventory and you do have Bills of Material installed, you can
only delete items, bills, and routings.
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Chapter 8 - Page 24
Deletion Process
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Deletion Process
Several deletion constraints are installed with Oracle Bills of Material. However, you can
define custom deletion constraints. If what you are attempting to delete does not pass deletion
constraints, it is not deleted. For example, you can define a constraint that prevents you from
deleting a bill of material for an assembly that has an item status of active.
When you delete an entire bill, you delete all the components for the assembly along with their
reference designators and substitute items. When you delete a routing, all operations are
deleted. For both bills and routings, any links to attachments are severed.
Oracle Work in Process reflects any changes to the bills or routings using the delete
functionality only if you re-explode the bill or routing in Work in Process.
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Chapter 8 - Page 25
Deletion Constraints
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Deletion Constraints
Predefined constraints for deleting bills of material or routings are as follows:
a primary bill if an alternate exists
a bill if it is used as a common in another bill
a bill if a repetitive schedule references the bill
a bill if a discrete job references the bill
a bill if any sales orders are open for the parent item
a bill if any demand exists for the parent item
a model bill if any configuration items exist for the model
an option class bill if it is a component of another bill
a primary routing if an alternate exists
a routing if it is used as a common routing
a routing if a repetitive schedule references the routing
a routing if a discrete job references the routing
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Chapter 8 - Page 26
a component where the parent item is an option class or model and there is an open sales
order for the parent item
an item, bill, or component that is affected by a pending ECO
mandatory standard components if there is demand for it
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Chapter 8 - Page 27
Deletion Groups
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Defining Deletion Groups

1. Navigate to the Deletion Groups window (N) Delete Groups. If you are updating an
existing deletion group, the date it was last submitted (if applicable) is displayed.
2. Enter a group name to identify the group of entities to delete.
3. Select what type of entity to delete. If the type of entity to delete is a bill, then the
checkbox, Common Bills Only, is enabled. If you check this box, only bills referencing
the specified bill entities are considered for deletion. If you do not check this box, then
both bills referencing the specified bill entities and non-specified bill entities are
considered for deletion.
4. Indicate whether to create a delete group for the current organization, an organization
hierarchy, or all organizations. Create a delete group for the current organization by
specifying the entities (Item, Bill, Routing) and subentities (Component, Routing) to be
deleted. You can enter an organization hierarchy name while creating the delete group for
the current organization. In this case, processing is done for all subordinate organizations
in the chosen organization hierarchy. You can create a delete group for all organizations.
In this case, processing is done for all organizations having the same item master
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Chapter 8 - Page 28
5. Indicate whether to archive the deleted entities in the archive tables. You can archive bill
and routing information, but not item information. The option to archive is not available
if you are deleting only items.
6. Enter the item, bill, or routing to delete, or from which to delete components or
operations. The Details tabbed region displays the organization the entity belongs to, its
type, and the alternate (if applicable). The Effectivity tabbed region displays the effective
date range. The Results tabbed region displays the delete status and the date of deletion
(if applicable).
7. To delete an alternate bill or routing, enter the alternate.
8. If you are deleting components, choose the Components button; if you are deleting
operations, choose the Operations button.
9. When finished, choose either the Delete Group button or the Check Group button.
Specifying Components to Delete
1. Navigate to the Components window. Do this by choosing the Components button from
the Deletion Groups window.
2. Enter a component item to delete. The Results tabbed region displays the status as Error,
Check OK, or Deleted. A status of Pending indicates the delete program has not run yet.
The Effectivity tabbed region displays the effective date range of the component. If the
status is listed as Error, choose the Error button to review why the deletion failed.
Specifying Operations to Delete
1. Navigate to the Operations window. Do this by choosing the Operations button from the
Deletion Groups window.
2. Enter the operation sequence to delete. The Results tabbed region displays the status as
Error, Check OK, or Deleted. A status of Pending indicates the delete program has not
run yet. The Effectivity tabbed region displays the effective date range of the operation.
If the status is listed as Error, choose the Error button to review why the deletion failed.
Deleting Components and Operations
You can delete components from the Bills of Material or operations from the Routings
window.
1. Navigate to either the Bills of Material or Routings windows.
- If deleting a component, select a component.
- If deleting an operation, select an operation.
3. Choose either the Delete Record icon, or Delete from the Edit menu. The Delete
Component or Delete Operation window appears. A default value for the delete group
name may appear, depending upon the last entity deleted.
- accept the default delete group name
- select or enter an existing delete group name
- enter a new delete group name
5. If you are entering a new delete group name, enter a description for the group.
6. Choose OK.
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Chapter 8 - Page 29
7. Navigate to the Delete Groups window and run the Delete Group concurrent process.
Components and operations are not assigned to the delete group until you save the bill or
routing. If you do not save the bill or routing, components and operations are not
assigned to the delete group.
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Chapter 8 - Page 30
Deletion Group Details and Results
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Checking Entities for Deletion

Choose the Check Group button to verify whether any deletion constraints are violated. The
delete concurrent program updates the entitys status to Error, or Check OK. A status of
Pending indicates the delete program has not run yet. If you perform a check on the item, bill,
and routing, the check program will return an Error status for the item. This simply indicates
that the items bill or routing still exists. In this case, disregard the Error status for the item.
Submitting Entities for Deletion
Choose the Delete Group button to submit the delete concurrent program. The delete
concurrent program first performs a check for all the entities listed for deletion. Once the check
succeeds, the entities are deleted. The delete concurrent program updates the entitys status to
Error, Check OK, or Deleted. A status of Pending indicates the delete program has not run yet.
You can subscribe to an Oracle Workflow success or failure business event for item, structure,
or component deletions in addition to verifying entity deletion from the Deletion Groups
window. These workflow events tell you if an entity is successfully deleted or if there is an
error associated with the deletion. You can also find out if an item is marked for deletion.
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Chapter 8 - Page 31
Reviewing Errors
1. Choose the Errors button to see why the entity could not be deleted. Do this from either
the Components, Operations, or Delete Groups windows.
2. Choose the View Constraint button or the drill down indicator to see the violated deletion
constraint.
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Chapter 8 - Page 32
Delete Items Report
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Delete Items Report

Use the Delete Items Report to report the delete history for items, components, bills of
material, operations, and routings.
To submit the Delete Items Report:
1. In the Submit Requests window, select Delete Items Report from the Name list of values.
The Parameters window opens. Enter values for the following parameters:
- Delete Group From/To (Optional) - To restrict the report to a range of delete
groups, select the beginning and ending delete group.
- Item (Required, Default) - Indicate whether to print delete groups that delete items.
- Bill of Material (Required, Default) - Indicate whether to print delete groups that
delete bills of material.
- Routing (Required, Default) - Indicate whether to print delete groups that delete
routings.
- Bill and Routing (Required, Default) - Indicate whether to print delete groups that
delete bills and routings.
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Chapter 8 - Page 33
Item, Bill and Routing (Required, Default) - Indicate whether to print delete groups
that delete items, bills, and routings.
- Component (Required, Default) - Indicate whether to print delete groups that delete
components.
- Operation (Required, Default) - Indicate whether to print delete groups that delete
operations.
- Pending Status (Required, Default) - Indicate whether to print delete groups that
have entities waiting to be checked or deleted.
- Check Ok Status (Required, Default) - Indicate whether to print delete groups that
have entities that were successfully checked and are eligible to be deleted.
- Error Status (Required, Default) - Indicate whether to print delete groups that have
entities that could not be checked or deleted because of an error.
- Deleted Status (Required, Default) - Indicate whether to print delete groups that you
have successfully deleted entities from.
2. Choose OK.
3. Choose Submit.
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Chapter 8 - Page 34
Agenda
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Chapter 8 - Page 35
Bills of Material and Routing Open Interfaces
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Bills of Material API

The Bills of Material API enables you to import your Bills of Material information from a
legacy or product data management (PDM) system into Oracle Bills of Material. When you
import a bill of material, you can include revision information, bill comments, components,
substitute component and reference designator information. The Bills of Material API can
process all types of bills. The Bills of Material Object Interface insure that your imported bills
of material contain the same detail as those you enter manually in the Define Bill of Material
window.
Routing API
The Routing API enables you to import routing information from a legacy system. You can
create, update, and delete routing information. You can automatically process routing data
without inserting system specific information. It processes the information within a routing
synchronously and stills you to process more than one routing simultaneously.
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Chapter 8 - Page 36
Importing Bills of Material and Routings
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Importing Bills and Routings

The Bill and Routing Open Interface programs enable you to import bill and routing
information.
Imported bills include revision, component, substitute component, and reference designator
information.
Imported routings include routing revision, operation, instruction, and resource information.
The Routing Open Interface program imports network routings as well as single routings.
To import bills and routings
1. Navigate to the Import Bills and Routings window (N) Bills or Routings > Import.
2. Indicate whether to include all organization codes in the bill of material and routing
interface tables, or just the current organization. If you specify just the current
organization, rows in the interface tables that do not have either an organization code or
an organization ID assigned are ignored.
3. Indicate whether to import routings from the interface tables.
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Chapter 8 - Page 37
4. Indicate whether to import bills of material from the interface tables.

5. Indicate whether to delete processed rows from the bill of material and routing interface
tables.
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Chapter 8 - Page 38
Practice Overview: Copying Bills of Material
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Chapter 8 - Page 39
Practice - Copying Bills of Material

Overview
In this practice you will create a new bill of material by copying an existing bill of material.
Assumptions

practice.
Tasks
Create a new bill of material for item ##2011 by copying the bill of material for item ##2010.
Add component ##3031 for 20 pieces and disable item ##3030.
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Chapter 8 - Page 40
Solution Copying Bills of Material

Copying Bills of Materials
1.
Create a new bill of material for item ##2011 by copying the bill of material for item
##2010. Add component ##3031 for 20 pieces. Disable item ##3030.
2.
3.
Enter ##2011 as the new bill of material.
4.
Copy from bill of material ##2010.
(M) Tools > Copy Bill From
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Chapter 8 - Page 41
5.
In the Item field, enter ##2010.
6.
Select Copy.
7.
(B) Copy
Acknowledge note, select OK.
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Chapter 8 - Page 42
8.
Add a new item sequence 35 for item ##3031 for 20 pieces.
9.
Disable item ##3030.
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10. Select the Date Effectivity tab and enter todays date as the To date for item ##3030.
11. Save your work.
12. Exit to the main menu.
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13. Query item ##2011 again in the Bills of Material window and review the results.

Chapter 8 - Page 43
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Chapter 8 - Page 44
Practice Overview: Deleting Records
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Chapter 8 - Page 45
Practice - Deleting Records

Overview
In this practice you will delete a component you created during this course. You will create a
delete group, run a check on the group, and process the deletion.
Assumptions

practice.
Tasks
Deleting Records
1.
Delete component ##3040 from the bill of material for item ##2010.
2.
Use the following information to delete component ##3040:

New Group Name
##001 (## is your unique identifier)
Description
## Component Delete Group
3.
Run a check for errors on your newly created delete group.
4.
Delete the component.
5.
Verify component ##3040 is deleted from bill ##2010.
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Chapter 8 - Page 46
Solution Deleting Records

Deleting Records
1.
Delete component ##3040 from the bill of material for item ##2010.
2.
3.
Find bill ##2010.
4.
Place your cursor on component ##3040 to delete it.
5.
Select the Delete icon in the toolbar.
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Chapter 8 - Page 47
6.
The Delete Component window opens.
7.
Select New Group.
(B) New Group
8.
Enter ##001 for the New Group Name. ## is your unique identifier.
9.
Enter ## Component Delete Group for the Description. ## is your unique identifier.
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10. Select OK.
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(B) OK
11. Save your work.
12. Run a check for errors on your newly created delete group.
13. Navigate to the Delete Groups window.
(N) Bills > Delete Groups

Chapter 8 - Page 48
14. Find your delete group ##001.
15. Select the Check Group button.
(B) Check Group
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16. Note your concurrent request ID. _____________
17. After the request has completed, select the Components button.
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(B) Components

Chapter 8 - Page 49
18. The Results tab shows the status is OK.

19. If you have errors, the Error button is enabled and you can drill down to find out more
information.
20. Close the Components window.
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21. Select the Delete Group button and write down your request number.
(B) Delete Group
22. After the request completes normally, bill component ##3040 should be deleted. Verify the
result.
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Chapter 8 - Page 50
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Chapter 8 - Page 51
Summary
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Chapter 8 - Page 52

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11i Bills of Material and

Copyright 2000, 2005, Oracle. All rights reserved.

Setting Up Bills of Material and Routings.....................................................................................................2-1

11i Bills of Material and Engineering Fundamentals Table of Contents

Setting Up Bills of Material and Routings.....................................................................................................2-2

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Model/Unit Effectivity Features ....................................................................................................................3-40

Maintaining Bills of Material .........................................................................................................................5-1

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Common Bills of Material .............................................................................................................................5-20

11i Bills of Material and Engineering Fundamentals Table of Contents

Standard Operations ......................................................................................................................................7-8

11i Bills of Material and Engineering Fundamentals Table of Contents

Solution Creating Engineering Items......................................................................................................9-15

Maintaining Engineering Change Orders .....................................................................................................12-1

11i Bills of Material and Engineering Fundamentals Table of Contents

Viewing ECO Schedules ...............................................................................................................................12-11

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Thorough knowledge of Oracle Inventory

Working experience with Oracle Bills of Material

Working experience with Oracle Engineering

There are no prerequisites for this course.

How This Course Is Organized

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Oracle Inventory Users Guide

Oracle Bills of Material Users Guide

Oracle Engineering Users Guide

System release bulletins

Installation and users guides

International Oracle Users Group (IOUG) articles

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

This subject is covered in Unit II, Lesson 3, Working with

Use the SELECT command to view information stored in the

Select File > Save.

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Typographic Conventions in Oracle Application Navigation Paths

(M) From the menu, select Query then Find.

(B) Click the Approve button.

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Typographical Conventions in Oracle Application Help System Paths

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Copyright Oracle Corporation, 2005. All rights reserved.

11i Bills of Material and Engineering Fundamentals Table of Contents

Copyright Oracle Corporation, 2005. All rights reserved.

Copyright Oracle Corporation, 2005. All rights reserved.

Copyright Oracle Corporation, 2005. All rights reserved.

Copyright Oracle Corporation, 2005. All rights reserved.

Manufacturing and Engineering Items

Manufacturing and Engineering Items