R12x Oracle Work in Process Fundamentals - D59820GC10 - D64748 - SG1

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D59820GC10
Edition 1.0
February 2010
D64748
Copyright 2007, 2009, Oracle. All rights reserved.
Disclaimer
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Susan Saperstein, April Nelson
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Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective
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Table of Contents
Overview of Work In Process.........................................................................................................................1-1
Overview of Work In Process........................................................................................................................1-3
Objectives ......................................................................................................................................................1-4
Topics Covered in this Course.......................................................................................................................1-5
Agenda...........................................................................................................................................................1-6
Introduction to Oracle Work in Process ........................................................................................................1-7
Lean Manufacturing ......................................................................................................................................1-10
Quiz ...............................................................................................................................................................1-11
Agenda...........................................................................................................................................................1-12
Manufacturing Methods ................................................................................................................................1-13
Discrete Manufacturing Jobs .........................................................................................................................1-14
Project Manufacturing Jobs ...........................................................................................................................1-15
Repetitive Manufacturing Schedules .............................................................................................................1-16
Flow Manufacturing Schedules .....................................................................................................................1-17
Quiz ...............................................................................................................................................................1-18
Shop Floor Manufacturing Lot Based Jobs ...................................................................................................1-20
Configure To Order (CTO) Manufacturing ...................................................................................................1-21
Assemble To Order and Final Assembly Orders ...........................................................................................1-22
Agenda...........................................................................................................................................................1-23
Overview of Creating Discrete Jobs ..............................................................................................................1-24
Discrete Life Cycle........................................................................................................................................1-26
Quiz ...............................................................................................................................................................1-27
Agenda...........................................................................................................................................................1-28
Overview of Material Control .......................................................................................................................1-29
Agenda...........................................................................................................................................................1-31
Overview of Resource Management..............................................................................................................1-32
Agenda...........................................................................................................................................................1-34
Overview of Production Scheduling..............................................................................................................1-35
Agenda...........................................................................................................................................................1-37
Overview of Shop Floor Control ...................................................................................................................1-38
Agenda...........................................................................................................................................................1-40
Overview of Work In Process Costing ..........................................................................................................1-41
Agenda...........................................................................................................................................................1-43
Summary........................................................................................................................................................1-44
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Setting Up Work in Process ............................................................................................................................2-1

Setting Up Work in Process...........................................................................................................................2-3
Objectives ......................................................................................................................................................2-4
Agenda...........................................................................................................................................................2-5
Overview of Setting Up.................................................................................................................................2-6
Setting Up Integrated Oracle Applications ....................................................................................................2-7
Quiz ...............................................................................................................................................................2-8
Oracle Inventory ............................................................................................................................................2-9
Bills of Material and Oracle Engineering ......................................................................................................2-10
Oracle Engineering ........................................................................................................................................2-11
Quiz ...............................................................................................................................................................2-12
Oracle Order Management ............................................................................................................................2-13
Oracle Planning .............................................................................................................................................2-14
Oracle Purchasing..........................................................................................................................................2-15
Oracle Quality ...............................................................................................................................................2-16
Quiz ...............................................................................................................................................................2-17
Oracle Cost Management ..............................................................................................................................2-18
Agenda...........................................................................................................................................................2-19
Copyright Oracle, 2009. All rights reserved.
R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

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Work in Process Setup Steps .........................................................................................................................2-20

Agenda...........................................................................................................................................................2-22
Defining WIP Parameters ..............................................................................................................................2-23
WIP Parameter Categories.............................................................................................................................2-24
Quiz ...............................................................................................................................................................2-29
Agenda...........................................................................................................................................................2-30
Defining WIP Accounting Classes ................................................................................................................2-31
Discrete Accounting Classes .........................................................................................................................2-33
Repetitive Accounting Classes ......................................................................................................................2-34
Lot Based Accounting Classes ......................................................................................................................2-35
Maintenance Accounting Classes ..................................................................................................................2-36
Valuation and Variance Accounts .................................................................................................................2-37
Agenda...........................................................................................................................................................2-38
Setting Profile Option Values........................................................................................................................2-39
Agenda...........................................................................................................................................................2-44
Creating Production Lines .............................................................................................................................2-45
Agenda...........................................................................................................................................................2-46
Creating Schedule Groups .............................................................................................................................2-47
Agenda...........................................................................................................................................................2-48
Setting Labor Rates .......................................................................................................................................2-49
Agenda...........................................................................................................................................................2-50
Setting Shop Floor Statuses ...........................................................................................................................2-51
Agenda...........................................................................................................................................................2-52
Defining Standard Documents.......................................................................................................................2-53
Agenda...........................................................................................................................................................2-54
Summary - Work in Process Setup Steps ......................................................................................................2-55
Summary........................................................................................................................................................2-56
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Creating Discrete Jobs ....................................................................................................................................3-1
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Life Cycle........................................................................................................................................3-12
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Elements
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Job Status.......................................................................................................................................................3-16
User Statuses .................................................................................................................................................3-17
Processing Statuses........................................................................................................................................3-18
Job Quantities ................................................................................................................................................3-19
Job Dates .......................................................................................................................................................3-20
Quiz ...............................................................................................................................................................3-21
Bill Revision..................................................................................................................................................3-22
Routing Revision ...........................................................................................................................................3-23
Completion Subinventory..............................................................................................................................3-24
Job Attachments ............................................................................................................................................3-25
Quiz ...............................................................................................................................................................3-26
Agenda...........................................................................................................................................................3-27
Viewing Operations.......................................................................................................................................3-28
Creating Job Operations ................................................................................................................................3-29
Viewing Resource Requirements ..................................................................................................................3-30
Creating Resource Requirements ..................................................................................................................3-31
Agenda...........................................................................................................................................................3-32
Viewing Material Requirements....................................................................................................................3-33
Creating Job Material Requirements .............................................................................................................3-34

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Simulating a Discrete Job ..............................................................................................................................3-35

Agenda...........................................................................................................................................................3-36
Standard Versus Non-standard Jobs ..............................................................................................................3-37
Bill and Routing Options for Non-standard Jobs...........................................................................................3-38
Quantity Options for Non-standard Jobs .......................................................................................................3-39
Bill of Material Looping for Non-standard Jobs............................................................................................3-40
Standard Versus Non-standard Job Fields .....................................................................................................3-41
Agenda...........................................................................................................................................................3-43
Importing Jobs and Schedules .......................................................................................................................3-44
Implementing Customer Orders ....................................................................................................................3-45
Work Order Interface and WIP Mass Load ...................................................................................................3-46
Pending Jobs and Schedules ..........................................................................................................................3-47
Agenda...........................................................................................................................................................3-48
Releasing and Building Jobs..........................................................................................................................3-49
Updating Discrete Jobs..................................................................................................................................3-50
Updating Discrete Job Information................................................................................................................3-51
Updating Discrete Job Information Routing Tab........................................................................................3-53
Updating Discrete Job Information Bill Tab ..............................................................................................3-54
Agenda...........................................................................................................................................................3-55
Summary........................................................................................................................................................3-56
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Updating Material Requirements...................................................................................................................4-1

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Overview of Material Requirements..............................................................................................................4-6
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Aligning ECOs for Work in Process and Planning........................................................................................4-12
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Component Yield and Shrinkage...................................................................................................................4-15
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Phantom Assemblies......................................................................................................................................4-21
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an Material Requirements .............................................................................................4-23
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Material Requirements and View Material Requirements Windows.............................................................4-25
Discrete Workstation .....................................................................................................................................4-27

MES Workstation ..........................................................................................................................................4-28
Quiz ...............................................................................................................................................................4-29
Kanban Replenishment..................................................................................................................................4-30
Agenda...........................................................................................................................................................4-32
Overview of Backflush Transactions.............................................................................................................4-33
Agenda...........................................................................................................................................................4-36
Overview Lot and Serial Number Control.....................................................................................................4-37
Setting Up Lot and Serial Control .................................................................................................................4-38
Assigning Lot and Serial Numbers................................................................................................................4-40
Serial Number Tracking Throughout Manufacturing ....................................................................................4-42
Agenda...........................................................................................................................................................4-43
Using the Component Pick Release Program ................................................................................................4-44
Agenda...........................................................................................................................................................4-46
Overview of Outside Processing ...................................................................................................................4-47
Outside Processing Resources .......................................................................................................................4-48
Automatic Requisition Generation ................................................................................................................4-49
Agenda...........................................................................................................................................................4-50

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Summary........................................................................................................................................................4-51
Assigning and Managing Resources...............................................................................................................5-1
Assigning and Managing Resources..............................................................................................................5-3
Objectives ......................................................................................................................................................5-4
Agenda...........................................................................................................................................................5-5
Quiz ...............................................................................................................................................................5-8
Agenda...........................................................................................................................................................5-12
Resource Charge Types .................................................................................................................................5-13
WIP Move Resources ....................................................................................................................................5-14
Manual Resources..........................................................................................................................................5-15
Quiz ...............................................................................................................................................................5-16
Outside Processing Resources .......................................................................................................................5-17
Quiz ...............................................................................................................................................................5-18
PO Move and PO Receipt Resources ............................................................................................................5-19
Agenda...........................................................................................................................................................5-20
Resource Usage Calculations ........................................................................................................................5-21
Resource Usage Calculation Example...........................................................................................................5-22
Agenda...........................................................................................................................................................5-23
Resource Scheduling .....................................................................................................................................5-24
Resource Scheduling Setup ...........................................................................................................................5-25
Quiz ...............................................................................................................................................................5-26
Overlapping Resources..................................................................................................................................5-27
WIP Scheduling Parameters ..........................................................................................................................5-28
Agenda...........................................................................................................................................................5-29
Viewing and Updating Resources .................................................................................................................5-30
Resource Requirements Window ..................................................................................................................5-31
Discrete Workstation .....................................................................................................................................5-32
MES Workstation and Supervisor Workbench..............................................................................................5-33
Job and Resource Workbenches ....................................................................................................................5-34
Agenda...........................................................................................................................................................5-35
Using the Resource Workbench ....................................................................................................................5-36
Agenda...........................................................................................................................................................5-38
Summary........................................................................................................................................................5-39
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Scheduling Jobs and Resources .....................................................................................................................6-3

Objectives ......................................................................................................................................................6-4
Agenda...........................................................................................................................................................6-5
Overview of Work in Process Scheduling .....................................................................................................6-6
Quiz ...............................................................................................................................................................6-7
Overview of Work in Process Scheduling .....................................................................................................6-8
Agenda...........................................................................................................................................................6-11
Scheduling Methods ......................................................................................................................................6-12
Quiz ...............................................................................................................................................................6-13
Forward Scheduling.......................................................................................................................................6-14
Backward Scheduling ....................................................................................................................................6-15
Forward Versus Backward Scheduling..........................................................................................................6-16
Midpoint Rescheduling..................................................................................................................................6-17
Detailed Scheduling.......................................................................................................................................6-18
Agenda...........................................................................................................................................................6-19
Manufacturing Lead Times............................................................................................................................6-20
Fixed Lead Time............................................................................................................................................6-21
Variable Lead Time .......................................................................................................................................6-22
Lead Time Elements......................................................................................................................................6-23
Quiz ...............................................................................................................................................................6-25

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Lead Time Elements......................................................................................................................................6-26

Dynamic Lead-Time Offsetting.....................................................................................................................6-28
Agenda...........................................................................................................................................................6-29
Detailed Scheduling.......................................................................................................................................6-30
Detailed Scheduling Factors ..........................................................................................................................6-31
Detailed Scheduling Features ........................................................................................................................6-32
Detailed Scheduling Resource Requirements................................................................................................6-33
Detailed Scheduling Example........................................................................................................................6-35
Detailed Scheduling Using Resource Shifts ..................................................................................................6-36
Agenda...........................................................................................................................................................6-37
Rescheduling Jobs and Schedules .................................................................................................................6-38
Rescheduling Methods ..................................................................................................................................6-39
Discrete Jobs Window Rescheduling ............................................................................................................6-40
Operations Window Rescheduling ................................................................................................................6-41
Planning Recommendation Rescheduling .....................................................................................................6-42
Agenda...........................................................................................................................................................6-43
Using the Job Workbench..............................................................................................................................6-44
Quiz ...............................................................................................................................................................6-45
Using the Job Workbench..............................................................................................................................6-46
Tool Tip and Properties Windows.................................................................................................................6-47
Rescheduling on the Job and Resource Workbenches..................................................................................6-48
Resource Rescheduling..................................................................................................................................6-50
Agenda...........................................................................................................................................................6-51
Summary........................................................................................................................................................6-52
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Creating Shop Floor Transactions .................................................................................................................7-1
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Creating Shop Floor Transactions .................................................................................................................7-3
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Agenda...........................................................................................................................................................7-5
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Overview of Shop Floor Control ...................................................................................................................7-6
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Quiz ...............................................................................................................................................................7-8
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Mobile Transactions ......................................................................................................................................7-9
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Material Issue
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no Operations ....................................................................................................................................7-15
Intraoperation Steps.......................................................................................................................................7-16
Adding and Updating Operations ..................................................................................................................7-17
Agenda...........................................................................................................................................................7-20
Moving and Completing Operations..............................................................................................................7-21
Quiz ...............................................................................................................................................................7-23
Intraoperation Moves.....................................................................................................................................7-24
Completing Operations..................................................................................................................................7-25
Completing Assemblies .................................................................................................................................7-26
Returning Assemblies....................................................................................................................................7-27
Backflushing Components During Moves.....................................................................................................7-28
Performing Move Transactions .....................................................................................................................7-29
Work Order-less Completions .......................................................................................................................7-33
Agenda...........................................................................................................................................................7-34
Oracle Quality Integration with Work in Process..........................................................................................7-35
Agenda...........................................................................................................................................................7-37
Overview of Rework and Scrap Transactions ...............................................................................................7-38
Managing Rejected Material..........................................................................................................................7-42
Agenda...........................................................................................................................................................7-44
Overview of the Discrete Workstation ..........................................................................................................7-45

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Using the Discrete Workstation.....................................................................................................................7-47

Performing Discrete Workstation Transactions.............................................................................................7-51
Shop Floor Reports........................................................................................................................................7-53
Agenda...........................................................................................................................................................7-54
Overview of Importing Transactions.............................................................................................................7-55
Agenda...........................................................................................................................................................7-56
Summary........................................................................................................................................................7-57
Work in Process Cost Transactions ...............................................................................................................8-1
Work in Process Cost Transactions ...............................................................................................................8-3
Objectives ......................................................................................................................................................8-4
Agenda...........................................................................................................................................................8-5
Overview of Work in Process Costing ..........................................................................................................8-6
Oracle Cost Management Integration ............................................................................................................8-7
Overview of Work in Process Costing ..........................................................................................................8-8
Costing Methods............................................................................................................................................8-10
Manufacturing Average Costing....................................................................................................................8-11
Quiz ...............................................................................................................................................................8-13
Work in Process Costing Parameters.............................................................................................................8-14
Quiz ...............................................................................................................................................................8-15
Agenda...........................................................................................................................................................8-16
Quiz ...............................................................................................................................................................8-18
Valuation and Variance Accounts .................................................................................................................8-20
Accounting Class Categories.........................................................................................................................8-22
Discrete Accounting Classes .........................................................................................................................8-23
Repetitive Accounting Classes ......................................................................................................................8-24
Lot Based Accounting Classes ......................................................................................................................8-25
Maintenance Accounting Classes ..................................................................................................................8-26
Agenda...........................................................................................................................................................8-27
Work in Process Transactional Cost Activity................................................................................................8-28
Costing Issue and Return Transactions..........................................................................................................8-30
Costing Completion Transactions..................................................................................................................8-31
Costing Move Transactions ...........................................................................................................................8-32
Costing Backward Move Transactions ..........................................................................................................8-33
Overhead Charging........................................................................................................................................8-34
Phantom Assembly Costs ..............................................................................................................................8-35
Quiz ...............................................................................................................................................................8-36
Nonstandard Job Costing...............................................................................................................................8-37
Agenda...........................................................................................................................................................8-38
Work in Process Cost Reporting....................................................................................................................8-39
Agenda...........................................................................................................................................................8-41
Summary........................................................................................................................................................8-42
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Special Topics for Work in Process................................................................................................................9-1

Special Topics for Work in Process...............................................................................................................9-3
Objectives ......................................................................................................................................................9-4
Agenda...........................................................................................................................................................9-5
Generating Reports ........................................................................................................................................9-6
Quiz ...............................................................................................................................................................9-8
Submitting Concurrent Requests ...................................................................................................................9-9
Agenda...........................................................................................................................................................9-11
Overview of E-Records and E-Signatures .....................................................................................................9-12
Work in Process E- Signatures ......................................................................................................................9-13
Quiz ...............................................................................................................................................................9-14
Agenda...........................................................................................................................................................9-15
Setting Up Outside Processing ......................................................................................................................9-16

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Quiz ...............................................................................................................................................................9-18
Outside Processing Flows..............................................................................................................................9-19
Outside Processing Workflows......................................................................................................................9-20
Agenda...........................................................................................................................................................9-21
Closing Jobs and Schedules...........................................................................................................................9-22
Quiz ...............................................................................................................................................................9-24
Purging Jobs and Schedules...........................................................................................................................9-25
Agenda...........................................................................................................................................................9-26
Summary........................................................................................................................................................9-27
Appendix - Manufacturing Execution System (MES) Workstation...........................................................10-1
Appendix - Manufacturing Execution System (MES) Workstation .............................................................10-3
Objectives ......................................................................................................................................................10-4
Agenda...........................................................................................................................................................10-5
Introduction to MES for Discrete Manufacturing..........................................................................................10-6
Quiz ...............................................................................................................................................................10-8
Introduction to MES for Discrete Manufacturing..........................................................................................10-10
Launching MES for Discrete Manufacturing ................................................................................................10-11
Agenda...........................................................................................................................................................10-12
MES User-based Roles..................................................................................................................................10-13
Quiz ...............................................................................................................................................................10-14
Administrator Role ........................................................................................................................................10-15
Operator Role ................................................................................................................................................10-16
Supervisor Role .............................................................................................................................................10-17
Agenda...........................................................................................................................................................10-18
Configuring the Workstation .........................................................................................................................10-19
Workstation Parameters.................................................................................................................................10-21
Agenda...........................................................................................................................................................10-24
Viewing Dispatch Lists .................................................................................................................................10-25
Viewing Work Content..................................................................................................................................10-28
Agenda...........................................................................................................................................................10-29
Job Operation Actions ...................................................................................................................................10-30
Labor Skills Validation..................................................................................................................................10-32
Quiz ...............................................................................................................................................................10-33
Moving Operations and Assemblies ..............................................................................................................10-34
Completing Assemblies .................................................................................................................................10-37
Quality Display Modes..................................................................................................................................10-38
Device Integration .........................................................................................................................................10-40
Serialized Manufacturing...............................................................................................................................10-41
Agenda...........................................................................................................................................................10-43
Viewing Resources ........................................................................................................................................10-44
Viewing and Creating Exceptions .................................................................................................................10-45
Monitoring Shop Floor Progress ...................................................................................................................10-46
Viewing Impacted Jobs .................................................................................................................................10-48
Resolving Exceptions ....................................................................................................................................10-49
Agenda...........................................................................................................................................................10-51
Using the Supervisor Dashboard ...................................................................................................................10-52
Agenda...........................................................................................................................................................10-56
Summary........................................................................................................................................................10-57
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Appendix - Repetitive Scheduling ..................................................................................................................11-1

Appendix - Repetitive Scheduling.................................................................................................................11-3
Objectives ......................................................................................................................................................11-4
Agenda...........................................................................................................................................................11-5
Overview of Repetitive Manufacturing .........................................................................................................11-6
Quiz ...............................................................................................................................................................11-7
Overview of Repetitive Manufacturing .........................................................................................................11-8
Repetitive Life Cycle.....................................................................................................................................11-9

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Agenda...........................................................................................................................................................11-10
Defining Repetitive Schedules ......................................................................................................................11-11
Schedule Definition .......................................................................................................................................11-12
Repetitive Scheduling Elements ....................................................................................................................11-13
Schedule Quantities .......................................................................................................................................11-15
Quiz ...............................................................................................................................................................11-16
Defining a Schedule.......................................................................................................................................11-17
Repetitive Schedule Statuses .........................................................................................................................11-18
Quiz ...............................................................................................................................................................11-19
Repetitive Schedule Dates .............................................................................................................................11-20
Releasing Schedules ......................................................................................................................................11-22
Agenda...........................................................................................................................................................11-23
Operations and Resource Requirements ........................................................................................................11-24
Quiz ...............................................................................................................................................................11-25
Resource Requirements Example ..................................................................................................................11-26
Material Requirements Example ...................................................................................................................11-27
Agenda...........................................................................................................................................................11-28
Production Lines............................................................................................................................................11-29
Combined Assembly and Line Attributes......................................................................................................11-30
Sequencing Your Production.........................................................................................................................11-31
Sequencing Example .....................................................................................................................................11-32
Agenda...........................................................................................................................................................11-33
Implementing Repetitive Schedules ..............................................................................................................11-34
Implementing Planning Suggestions .............................................................................................................11-35
Agenda...........................................................................................................................................................11-36
Overview of Scheduling Dates and Times.....................................................................................................11-37
Single Day Schedule......................................................................................................................................11-38
Multiple Day Schedule ..................................................................................................................................11-39
Daily Scheduling ...........................................................................................................................................11-41
Daily Line Capacity Example........................................................................................................................11-42
Overlap Schedule Restriction ........................................................................................................................11-43
Overlapping Schedules: Option 1 ..................................................................................................................11-45
Overlapping Schedules: Option 2 ..................................................................................................................11-46
Agenda...........................................................................................................................................................11-47
Repetitive Life Cycle.....................................................................................................................................11-48
Overview of Updating Repetitive Schedules.................................................................................................11-50
Repetitive Line Report...................................................................................................................................11-54
Updating Operations, Resources, and Material .............................................................................................11-55
Changing Processing Days ............................................................................................................................11-57
Changing the Daily Rate................................................................................................................................11-58
Agenda...........................................................................................................................................................11-59
Summary........................................................................................................................................................11-60
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viii
Preface
Profile
Before You Begin This Course
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.
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afeaturing
R12.x Oracle Work in Process Fundamentals is an instructor-led course
y
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tsessions
hands-on exercises. Online demonstrations and written practice
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and skills introduced.
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How This Course Is Organized

ix
Related Publications
Oracle Publications
Title
Part Number
Oracle Work in Process Users Guide
E13678-03
Oracle Bills of Material User's Guide
E13688-03
Oracle Inventory Users Guide
E13450-03
Additional Publications
System release bulletins
Installation and users guides
Read-me files
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International Oracle Users Group (IOUG) articles
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x
Typographic Conventions
Typographic Conventions in Text

Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
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)
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titles in crossreferences
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names, commands,
functions, schemas,
table names
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names
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Key combinations
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Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
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 Element
Caps and
Oracle Forms
lowercase
triggers
Lowercase Colum
n names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
PL/SQL
SELECT last_name
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objects
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italic
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CREATE ROLE role
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FROM emp;
functions
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Typographic Conventions in Oracle Application Navigation
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This course uses simplified navigation paths, such as the following
a
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Notations:
(N) = Navigator
(M) = Menu
(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.
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4.
Review the Enter Journals topic that appears in the document frame of the help system
window.

xiii
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xiv
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Overview iof
nIn Process
ta Work
e
a
d
h Stu
Chapter
1c
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Copyright Oracle Corporation, 2009. All rights reserved.
Overview of Work In Process
Chapter 1 - Page 1
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Chapter 1 - Page 2
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Chapter 1 - Page 3
Objectives
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Chapter 1 - Page 4
Topics Covered in this Course
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Chapter 1 - Page 5
Agenda
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Chapter 1 - Page 6
Introduction to Oracle Work in Process
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Introduction
na -trtoanOracle Work in Process
h
s
i
n in Process supports the following areas in manufacturing processes. Inquiries and
Kr Oracle
noWork
reports give you a complete picture of transactions, materials, resources, costs, and job and
scheduling progress on your shop floor.
Manufacturing
Different manufacturing methods are supported, or a combination of methods, including the
following types of jobs: discrete, project, repetitive, flow, lot based, assemble-to-order, and
configure-to-order.
Production Scheduling
Various scheduling modes are supported including forward, backward, manual, and midpoint.
You can schedule using fixed, variable, and overlap time element.
Material Control
Issue and return components from inventory
Backflush components automatically using operation or assembly completion
Replenish material using rules based picking
Chapter 1 - Page 7
Supports serial number, lot-controlled, and revision controlled components and

assemblies
Supports outside processing suppliers
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Chapter 1 - Page 8
Introduction to Oracle Work in Process
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Introduction
na -trtoanOracle Work in Process (continued)
h
s
i
on Control
Kr ShopnFloor
Move and complete assemblies between and within operations

Charge resources and overheads automatically
Use standard and alternate routings and revisions
Resource Tracking
Define and control resources (people and machines)
Charge resources based upon their charge type
Manual and automatic resource transactions
Cost Transactions
Charge labor, machine, and outside resources automatically or manually
Cost discrete jobs using standard or weighted average costs
Mobile Supply Chain Manufacturing
If you have Mobile Supply Chain Applications installed, you can perform work in process
transactions including issuing and returning material, moving, completing, and scrapping
assemblies using a mobile client device interfaced with a networked computer system.
Chapter 1 - Page 9
Lean Manufacturing
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Lean
nManufacturing
h
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i
goal is to eliminate waste. Waste is defined as anything that does not
onKr Leannmanufacturings
add value to the product or service. In the 1940s, Taichii Ohno and Shigeo Shingo of the
Toyota Company named seven wastes commonly found in physical production:
Over-Productionproducing more than the customer needs or too early, caused by
incorrect forecasting
Large Inventoriesparts you are not using, paid for, and are taking up storage space
Defectsunusable product that does not meet customer specifications
Unnecessary Transportationfor materials between processes
Waitingany delays in the process
Unnecessary movementby employees such as looking for parts, tools, prints, or help
Over-Processingmore work than is necessary to perform transactions, often due to poor
design
Chapter 1 - Page 10
Quiz
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Answer:
na 2 -tran
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Kr Additional
non Information
Lean manufacturings goal is to eliminate waste and eliminate tasks that do not add
value.
Chapter 1 - Page 11
Agenda
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Chapter 1 - Page 12
Manufacturing Methods
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Chapter 1 - Page 13
Discrete Manufacturing Jobs
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Discrete
Jobs
na Manufacturing
r
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s
i
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K A number
no of features are available for discrete jobs including:
Creating both standard and non-standard jobs

Assigning bills and routings to create material requirements, schedule operations, and
resource requirements
Alternate bills of material
Attachments of illustrative or explanatory files
Standard discrete jobs control the material, resources, and operations required to build an
assembly; and also collect manufacturing costs.
Non-standard discrete jobs control material and resources, and collect costs for miscellaneous
manufacturing activities such as repair work.
Chapter 1 - Page 14
Project Manufacturing Jobs
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Project
Jobs
na Manufacturing
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K If younohave Oracle Project Manufacturing installed, you can use project jobs with the ability to
track the material and manufacturing costs specific to a given project. You can issue project or
common inventory to project jobs, and charge resources and overhead. You can add
project/task references to both standard and non-standard discrete jobs.
Chapter 1 - Page 15
Repetitive Manufacturing Schedules
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Repetitive
na -Manufacturing
r
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Kr Repetitive
non schedules enable you to control your repetitive production quantities and charge all
production costs to the assembly itself; eliminating the need for individual discrete jobs.
You can define any number of line and assembly associations, which establishes a link
between an assembly and the production line that the assembly is manufactured on.
Chapter 1 - Page 16
Flow Manufacturing Schedules
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Flow
nManufacturing
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n- Oracle Flow Manufacturing installed, you can use production lines and rate-based
Kr If younohave
schedules instead of work orders to control production. Production occurs on flow lines that
have been designed and balanced to synchronize your activities to a continuous flow.
Flow Manufacturing utilizes Lean principles. The focus of Lean production and Flow
Manufacturing is to provide products in the shortest possible time, at the lowest possible cost,
and in the highest possible quality.
Chapter 1 - Page 17
Quiz
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Chapter 1 - Page 18
Quiz
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Answer:
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Chapter 1 - Page 19
Shop Floor Manufacturing Lot Based Jobs
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Shop
Lot Based Jobs
naFloor-tManufacturing
r
h
s
i
n
r
K If younohave Oracle Shop Floor Management installed, network routings are used to comprise
all possible operations defined for manufacturing a particular assembly. While discrete jobs use
standard routings, lot based jobs use network routings.
The primary feature of network routings is to define different paths for the next operation.
There is a unique start and last operation defined in the network. When this information is
defined, a network of operations is available for processing a lot based job on the shop floor.
Chapter 1 - Page 20
Configure To Order (CTO) Manufacturing
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n (CTO) Manufacturing
Configure
na -TotraOrder
h
s
i
Kr A configure
non to order environment is one where the product or service is assembled on receipt
of the sales order. Oracle Applications supports the configure to order environment with a
range of features in order entry, demand forecasting, master scheduling, production, shipping,
and financial accounting. You can have Pick-to-Order (PTO), Assemble-to-Order, and final
assembly orders.
Chapter 1 - Page 21
Assemble To Order and Final Assembly Orders
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n (ATO) and Final Assembly Orders
Assemble
na -TotraOrder
h
s
i
onmanually or automatically define jobs to build custom configurations for assemble to
Kr Youncan
order products. An assemble to order model consists of a model bill of material, with optional
items and option selection rulesand a configuration manufactured from mandatory
components and selected options.
There are three types of ATO items:
AutoCreated Configuration Items: Configuration items created by CTO for a sales order
placed for a model and options
Preconfigured Items: An item defined for a base model and a configured bill of material
Standard ATO Items
You can create final assembly orders for ATO items automatically. These discrete job orders
are created per a single job for single sales order delivery. You may also associate sales orders
to discrete jobs for any item, thereby allocating production to specific customers.
Chapter 1 - Page 22
Agenda
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Chapter 1 - Page 23
Overview of Creating Discrete Jobs
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an Discrete Jobs
Overview
na of-trCreating
h
s
i
oncreate both standard and non-standard discrete jobs.
Kr Youncan
Standard jobs control the material, resources, and operations required to build an
assembly and collect its manufacturing cost.
Non-standard jobs control material and collect costs for miscellaneous manufacturing
activity.
Routings are used to schedule job production activities and create requirements. If you have
Oracle Shop Floor Management installed, you can use lot based jobs which follow a network
routing. Network routings provide flexibility in determining the series of operation moves for
the job.
You can build jobs for assemblies for both lot and serial control. You can track your jobs using
serial control throughout the manufacturing process. This enables you to assign, perform serial
transaction entry, import serial numbers, and print serial number labels. This functionality is
supported through Oracle Mobile Supply Chain Applications.
Oracle Work in Process offers two single interfaces in for discrete manufacturing:
the Discrete Execution Workstation or the Manufacturing Execution System (MES)
Workstation.
Chapter 1 - Page 24
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an and MES Workstation
Discrete
na Workstation
r
h
t
s
i
on Workstation provides a single interface to perform multiple shop floor functions,
Kr The nDiscrete
without navigating to a number of transaction windows. It displays information by department

or resource, and it lists all of the job operations for immediate and future dispatch. You can
perform transactions directly on the workstation's tabs, or navigate to the corresponding Work
in Process windows.
Oracle Supply Chain Management Applications Release 12 offers the Manufacturing
Execution System providing three functional modes including Administrator, Supervisor, and
Operator. The MES Workstation for the operator provides a single interface to perform
multiple shop floor functions, without navigating to a number of transaction windows. Shop
floor operators can view the jobs assigned to specific work centers, view requirements and
instructions for performing work. The Manufacturing Execution System can be configured for
actions, display, security, and transactions for the operator and supervisor roles. You can
personalize application pages without modifying underlying code.
Chapter 1 - Page 25
Discrete Life Cycle
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an
Discrete
Cycle
na Life
r
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t
s
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on life cycle consists of:
Kr The ndiscrete
Defining a job. The job can be one of the various manufacturing types supported by
Oracle Work in Process including standard and non-standard discrete jobs, project,
repetitive, flow, lot based, assemble-to-order, and configure-to-order.
Building the job by assigning bills, routings, operations, material, and resources.
Updating the job as you move on the shop floor and create transactions.
Closing the job when the work is completed.
Chapter 1 - Page 26
Quiz
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Answer:
na 1 -tran
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s
i
Kr
non
Chapter 1 - Page 27
Agenda
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Chapter 1 - Page 28
Overview of Material Control
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an Control
Overview
na of-trMaterial
h
s
i
your bill of material with routings, you can specify when and where
Kr By synchronizing
non
materials are to be issued or backflushed to your jobs and schedules. Supply Types control
whether the material is issued or backflushed to the job or schedule; and controls how the
material is costed to the job or schedule.
Chapter 1 - Page 29
Overview of Material Control
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an Control
Overview
na of-trMaterial
h
s
i
onReturn Material
Kr Issuenand
Material can be issued from inventory, and you can return components issued to jobs and
schedules back to inventory.
Backflush Material
These are material transactions that automatically issue component items into work in process
from inventory when you move or complete the assembly.
Replenish Material
You can replenish supply subinventories and locators to ensure that materials are available for
backflush transactions,
Chapter 1 - Page 30
Agenda
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Chapter 1 - Page 31
Overview of Resource Management
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Overview
Management
na of-trResource
h
s
i
n
r
o define and control resources during your production process using these features:
K Youncan
Resource Types
Resources are charged based upon their charge type such as: WIP Move, Manual, PO Move,
and PO Receipt.
Resource Requirements
Resources can be added to existing routing operations and operations not on the original
routing.
Manual and Automatic Resource Transactions
You can manually charge resources associated with operations. When you move job and
schedule assemblies forward in their routing, pre-assigned WIP Move resources are
automatically charged at their standard rate.
Outside Processing Resources
You can assign outside processing resources to job and schedule routing operations.
Automatic Overhead Charging
The appropriate overhead costs are automatically charged as you move assemblies through the
shop floor.
Chapter 1 - Page 32
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Overview
Management (continued)
na of-trResource
h
s
i
n
r
K Resource
no Reporting
You can report on resource transactions, efficiencies, and costs by job, schedule, department,
or resource to get a complete history of resource activities.
Resource Workbench
The Resource Workbench displays selected resources and corresponding departments display
in a tree hierarchy. You can view job and operation schedules, and resource load compared to
capacity through two graphical displays: the Job Workbench and the Resource Workbench.
You can interactively reschedule jobs, operations, and resources.
Chapter 1 - Page 33
Agenda
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Chapter 1 - Page 34
Overview of Production Scheduling
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an
Overview
Scheduling
na of-trProduction
h
s
i
n
r
K Scheduling
no establishes expected dates and times for material and resource requirements. It also
establishes expected dates and time for the assemblies built.
Oracle Work in Process uses two scheduling modes:
Infinitethe infinite scheduling engine assumes infinite capacity
Constraint-based provided by two constraint-based applicationsManufacturing
Scheduling and Production Scheduling
If you have Oracle Manufacturing Scheduling installed, you can enable the constraint-based
scheduler which considers resource and material constraints. All scheduling is based on the
calendars, shifts, departments, resources, routing, and planning you define in Oracle Bills of
Material - and jobs and production lines defined in Work in Process.
Production Scheduling in Oracle Planning uses sophisticated scheduling algorithms.
Chapter 1 - Page 35
Overview of Production Scheduling
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an
Overview
Scheduling (continued)
na of-trProduction
h
s
i
n
r
K Detailed
no Scheduling
Oracle uses detailed scheduling to schedule discrete production. Detailed scheduling applies
resource usage defined by routings and resource availability.
Job Workbench
The Job Workbench enables you to view and reschedule jobs and operations, providing a
visual job oriented display of work on the shop floor. You can interactively reschedule jobs,
operations, and resources. You can manually control the rescheduling or let the system
automatically schedule.
Chapter 1 - Page 36
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non
Chapter 1 - Page 37
Overview of Shop Floor Control
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Chapter 1 - Page 38
Overview of Shop Floor Control
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Chapter 1 - Page 39
Agenda
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Chapter 1 - Page 40
Overview of Work In Process Costing
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Chapter 1 - Page 41
Overview of Work In Process Costing
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Chapter 1 - Page 42
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Chapter 1 - Page 43
Summary
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Chapter 1 - Page 44
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Setting UpitaWork einn Process
ha Stud
Chapter
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Setting Up Work in Process
Chapter 2 - Page 1
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Chapter 2 - Page 2
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Chapter 2 - Page 3
Objectives
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Chapter 2 - Page 4
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Chapter 2 - Page 5
Overview of Setting Up
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Chapter 2 - Page 6
Setting Up Integrated Oracle Applications
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an Oracle Applications
Setting
na Up-Integrated
r
h
t
s
i
n in Process is integrated with other Oracle applications. The following
Kr Oracle
noWork
applications play a role in the execution of Work in Process:

Oracle Inventoryitems, subinventories, lot and serial number setup
Oracle Bills of Material and Oracle Engineeringbills of material, routings, operations,
and engineering changes to bills
Oracle Order Managementsales orders
Oracle Planningforecasts and demand schedules
Oracle Purchasingrequisitions and purchase orders
Oracle Qualitycollection plans
Oracle Cost Managementtransaction costing
Chapter 2 - Page 7
Quiz
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Answers:
na 1,-tr3,a4n
h
s
i
Kr Additional
non Information
It is also integrated with Oracle Planning, Oracle Purchasing, Oracle Quality, Oracle Cost
Management, but not with Oracle Field Service.
Chapter 2 - Page 8
Oracle Inventory
s
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an
Oracle
naInventory
r
h
t
s
i
Kr In Oracle
nonInventory you define inventory organizations and the assemblies to be produced.
You have to define both finished goods and component item records. In Inventory you set:
Item s
Items are defined that are used to create your product. You can choose whether to have
centralized or decentralized control of items through a variety of item attributes.
Assigning Items to Organizations
Once defined, assign items to organizations. You can enable items in all organizations
under the master organization, or enable an item in specific organizations.
Param eters
Inventory parameters are defined for defaults, costing, lot and serial, ATP, and interorganization information.
Subinventories
Subinventories represent a physical area.
Chapter 2 - Page 9
Bills of Material and Oracle Engineering
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aMaterial
Oracle
and Oracle Engineering
naBills-tof
r
h
s
i
n
r
K In Oracle
no Bills of Material and Oracle Engineering you define the following areas:
Product Structure
Bills of material are used to store lists of items that are associated with a parent item.
Routings
Routings define the step-by-step operations performed to manufacture a product.
Standard Operations
Each routing can have any number of operations. For each operation you specify a
department that determines the resources used.
Resources
A resource is anything you require to perform, schedule, or cost the finished goods
assembly. It includes employees, machines, and outside processing services. When
departments are defined, you assign the resources available in each department.
Chapter 2 - Page 10
Oracle Engineering
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Oracle
naEngineering
r
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t
s
i
Kr Engineering
non change orders (ECO) are a record of revisions to your bills of material. Changes
may include adding, changing, or disabling components. This enables you to have the correct
revision changes for work as it progresses on the shop floor.
Oracle Advanced Planning provides functionality enabling you to align Work in Process
production with engineering changes for planning (Engineering Change Orders Use-Up
Effectivity).
Chapter 2 - Page 11
Quiz
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Answer:
na 1 -tran
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non
Chapter 2 - Page 12
Oracle Order Management
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n
aManagement
Oracle
naOrder
r
h
t
s
i
on are sources of demand used by the planning functions.You can automatically
Kr Salesnorders
create standard discrete jobs from final assembly orders for specific customer configurations or
standard assemble-to-order (ATO)/configure-to-order items.
You can reserve assemblies on a discrete job for a specific sales order line whether or not the
assemblies are ATO items. You link jobs to sales orders by selecting one or more sales orders
from the Sales Order window when you create the job.
Chapter 2 - Page 13
Oracle Planning
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Oracle
naPlanning
r
h
t
s
i
n
products are used to automatically create jobs for production. You can import
Kr Oracle
noPlanning
jobs into Work in Process using the Work Order Interface, or Advanced Planning and
Scheduling's High Level Scheduling Engine. Demand sources include:
Forecasts by product family or finished goods
Customer sales orders
Inter-organization transfer orders
Master Demand Schedule (MDS)
Master Production Schedule (MPS)
Actual Production
Chapter 2 - Page 14
Oracle Purchasing
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Oracle
naPurchasing
r
h
t
s
i
Kr In Oracle
nonPurchasing you setup suppliers and purchasing functionality. Work in Process uses
purchasing functionality such as requisition import, blanket orders, approved suppliers,
sourcing rules, and flexible tolerance fences.
Settings for resource requirements and outside processing parameters enable automatic
creation of requisitions for material requirements using the Requisition Import process
program.
Chapter 2 - Page 15
Oracle Quality
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Oracle
naQuality
r
h
t
s
i
oncollect quality results when performing move and completion transactions. Quality
Kr Youncan
collection involves creating context information for reference collection elements to the quality
data repository. You must first set up your data collection structure. The basic building block
of this structure is the collection element.
Collection elements define the characteristics of the product or process you are collecting,
analyzing, and reporting data. For each collection element, you can specify a list of acceptable
values or specification limits.
Collection plans specify the elements used, when and how to collect the data, and the actions to
take.
Data collection can be either mandatory or optional.
The Quality icon is enabled when Oracle Quality is enabled for the organization, and a
collection plan exists. This accesses the Quality windows and pages.
You can specify that quality data is collected automatically or in the background.
Chapter 2 - Page 16
Quiz
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Answers:
na 1,-tr2,a4n
h
s
i
Kr Additional
non Information
Work in Process uses purchasing functionality such as requisition import, blanket orders,
approved suppliers, sourcing rules, and flexible tolerance fences.
Chapter 2 - Page 17
Oracle Cost Management
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Oracle
naCost-trManagement
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i
n Management enables you to track all your production costs to the correct valuation
Kr Oracle
noCost
and variance accounts through multiple cost elements.

The system calculates move, issue, resource, overhead, completion, scrap, period close, and job
close transaction costs. You can charge overhead automatically based on resource value
charges, resource charges, or operation completions.
WIP accounting classes are used to establish your valuation and variance accounts. You can
enter different accounts for each cost element within a WIP accounting class for maximum
elemental account visibility. The values of these cost elements are summarized before being
transferred to General Ledger.
Chapter 2 - Page 18
Agenda
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non
Chapter 2 - Page 19
Work in Process Setup Steps
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anSetup Steps
Work
nain Process
r
h
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i
related application setup steps, you then create Work in Process records.
on
Kr Afternperforming
Some steps are required and some are optional. Some steps are repeated for each set of books,
set of tasks, inventory organization, HR organization, or other operating unit under multiple
organizations.
Chapter 2 - Page 20
Work in Process Setup Steps
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non
Chapter 2 - Page 21
Agenda
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non
Chapter 2 - Page 22
Defining WIP Parameters
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aParameters
Defining
na WIP
r
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Kr Defining
nonWork in Process parameters is a required step to set modes of operation and default
values affecting functionality.
Chapter 2 - Page 23
WIP Parameter Categories
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a tranCategories
WIP
nParameter
h
s
i
Kr Discrete
nonParameters set discrete manufacturing defaults:
Default Discrete Class determines which accounting class is used as the default.
Default Lot Number Type Parameter determines how lot numbers are assigned.
Respond to Sales Order Changes determines the status of a work order reserved and
linked to a sales order.
Repetitive Parameters are used for repetitive manufacturing for recognizing period variances
and automatically released schedules.
Costing Parameters are only visible if the organization is defined as an average cost
organization in the Inventory Organization Parameters window. They include defaults for
completion cost source for resource costing.
Move Transaction Parameters effect move transactions:
Require Scrap Account determines whether a scrap account is required when you move
assemblies in and out of the Scrap step, and how these transactions are costed.
Allow Creation of New Operations for new operations.
Chapter 2 - Page 24
Allow Moves Over No Move Shop Floor Statuses determines whether moves are
disallowed on certain intraoperation step settings.
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Chapter 2 - Page 25
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a tranCategories (continued)
WIP
nParameter
h
s
i
Kr Material
nonParameters are used for material transactions:
Include Component Yield controls if component yield is factored into quantities.

Supply Subinventory, Supply Locator, and Lot Selection Method defines defaults for
backflushing.
Release Backflush Components is used with the Component Pick Release program.
Allow Quantity Changes During Backflush enables changes to the transaction for lot or
serial items.
Intraoperation Steps Parameter determines the steps are enabled in routings.
Outside Processing Parameters effect outside processing functionality including assigning shop
floor status values, setting requisition creation, associating job roles with workflow
notifications, and tolerance values for requirement dates.
Scheduling Parameters are used to include resource factors in scheduling calculations, and if
Oracle Manufacturing Scheduling is installed, to use constraint-based scheduling. The
parameters set resource efficiency, resource utilization, simulation set capability. You can also
Chapter 2 - Page 26
set a scheduling objective, horizon days, penalties, and due date tolerance. For constraintbased scheduling you can set constraints, and resource and material availability.
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Chapter 2 - Page 27
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a tranCategories (continued)
WIP
nParameter
h
s
i
nare used if Oracle Mobile Supply Chain Applications is installed. It sets
Kr Mobile
noParameters
Default Scrap Account and Transaction Processing Mode.

Serial Parameters set features for serial number control tracking. This includes serial control
beginning at the routing, association of serial numbers to jobs before their production, serial
based transaction entry, generation of serial numbers, and serial label printing.
Other Parameters set features for material availability checking, overcompletions, and
component pick release.
Chapter 2 - Page 28
Quiz
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Answer:
na 1 -tran
h
s
i
Kr
non
Chapter 2 - Page 29
Agenda
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non
Chapter 2 - Page 30
Defining WIP Accounting Classes
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n
aAccounting
Defining
Classes
na WIP
r
h
t
s
i
n
r
K Accounting
no classes are used to group job costs. For example, if you build subassemblies and
finished goods, you can define your accounting classes to separately value and report the costs
associated with subassembly and finished goods production
You define an accounting class, and assign valuation and variance accounts to it. When you
issue materials to a job that uses this accounting class, the appropriate valuation accounts are
charged. When the job is closed, final costs and variances are calculated and posted to the
variance and valuation accounts. When the accounting period is closed, these journal entries
are automatically posted to the general ledger.
WIP Accounting Class Defaults
You can set up default WIP accounting classes at several levels:
Category account level for discrete jobs, and repetitive line and assembly associations
Default Discrete Class parameter class level for standard discrete jobs
Project cost group level for project jobs
Chapter 2 - Page 31
Defining WIP Accounting Classes
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Chapter 2 - Page 32
Discrete Accounting Classes
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an Classes
Discrete
na Accounting
r
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t
s
i
Kr Standard
nonDiscrete
Used to group job costs for standard jobs. This enables you to separately value and report the
costs associated with subassembly and finished goods production.
Non-Standard Discrete
Used to group and report various types of non-standard production costs, such as field service
repair or engineering projects.
Non-Standard Expense
For tracking recurring expenses such as machine maintenance - with non-standard jobs. The
valuation accounts carry the costs incurred on these expense jobs as an asset during the period,
and automatically writes them off to the variance accounts at period close.
Non-Standard Asset
For non-standard discrete jobs used to track production costs as assets. Asset non-standard
discrete jobs are costed the same as standard discrete jobs.
Chapter 2 - Page 33
Repetitive Accounting Classes
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Chapter 2 - Page 34
Lot Based Accounting Classes
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Lot
Based
Classes
na -Accounting
r
h
t
s
i
n
r
K Oracle
noShop Floor Management extends work in process functionality using network routings,
lot based transactions, and yield based operational costing.

Standard Lot Based
The standard lot based accounting class is used to separately value and report costs associated
with yielded production at each individual operation on the routing. If Estimated Scrap
Accounting is enabled, both Estimated Scrap accounts are required.
Expense Non-Standard Lot Based
Non-standard jobs control material and collects costs for miscellaneous activity. These jobs are
used for expense work orders for testing, prototypes, and rework where operation yield costing
is not considered.
Chapter 2 - Page 35
Maintenance Accounting Classes
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Maintenance
Classes
na -trAccounting
h
s
i
n
r
o define your accounting classes to separately value and report the costs related to
K Youncan
assets. Maintenance accounting classes are automatically defaulted when you create eAM work
orders.
Chapter 2 - Page 36
Valuation and Variance Accounts
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aVariance
Valuation
Accounts
na and
r
h
t
s
i
n
r
K Whennoyou define an accounting class, you must assign valuation and variance accounts to it.
Valuation and variance accounts associated with your accounting classes determine the
accounts charged.
Valuation accounts are charged when you issue components, move and complete assemblies,
and charge resources. Variance accounts, depending on the accounting class, are charged when
jobs are closed, or when the accounting period is closed.
When the accounting period is closed, these journal entries are automatically posted to the
general ledger.
Chapter 2 - Page 37
Agenda
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Chapter 2 - Page 38
Setting Profile Option Values
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n Values
aOption
Setting
na Profile
r
h
t
s
i
n
has an extensive list of profile options, and profile options are defined in
Kr Oracle
noApplications
category types. The categories are used to control how the profile options are viewed in the
interface, enabling you to view only those profile options pertaining to specific products or
functions you are maintaining. Oracle Work in Process has 22 profile options.
Chapter 2 - Page 39
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n Values (continued)
aOption
Setting
na Profile
r
h
t
s
i
Material Processing
Kr TP:WIP:Completion
non
Controls material processing of assembly completion, assembly return, and assembly

completion backflush transactions in the Completion Transactions window. When you save a
completion transaction, the available values are:
Background Processing: Control is returned to you immediately and transactions are
processed on a periodic basis.
Concurrent Processing: A concurrent process is spawned and control is returned to you
immediately.
Online processing: The transaction is processed while you wait and control is returned
once transaction processing is completed.
TP:WIP:Completion Transaction Form
Determines whether completions are processed online or in the background in the Completion
Transactions window. Available values are Background Processing or Online Processing.
Chapter 2 - Page 40
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aOption
Setting
na Profile
r
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s
i
Kr TP:WIP:Move
non Transaction
Determines if move transactions using the Move Transactions window are processed online or
in the background. If you have this option set to Online processing, you cannot move more
assemblies than are waiting at an operation stepunless you have defined an Overcompletion
Tolerance in WIP Parameters, or for the job or assembly item.
TP:WIP:Move Transaction Quantity Default
Indicates if and how move transaction quantities are defaulted. Available values are:
None: No transaction quantity is defaulted.
Minimum Transfer Quantity: Quantity defaults to the minimum transfer quantity. You
can define minimum transfer quantities for your operations in the Operations window.
Available Quantity: Defaults to the available quantity if this value is not zero.
Chapter 2 - Page 41
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aOption
Setting
na Profile
r
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t
s
i
Kr TP:WIP:Shop
non Floor Material Processing
Controls processing of operation and assembly pull backflush, assembly scrap, move
completion, and move return transactions from the Move Transactions window. Available
values are Background, Concurrent, and Online processing.
WIP:Define Discrete Job Form
Indicates how to load the bill of material and routing information when defining jobs in the
Discrete Jobs window. Available values are:
Concurrent definition: When you save a job, a concurrent process is spawned and control
is returned to you immediately. Concurrent definition produces an output report.
Interactive definition: When you save a job, job definition occurs immediately, and
control is returned when the definition process is completed.
Chapter 2 - Page 42
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aOption
Setting
na Profile
r
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s
i
Nettable Option
Kr WIP:Requirement
non
Determines which subinventories to include when displaying onhand quantities in the

Material Requirements windows and pages. Choices are View only nettable subinventories and
View all subinventories.
Chapter 2 - Page 43
Agenda
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Chapter 2 - Page 44
Creating Production Lines
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an Lines
Creating
na Production
r
h
t
s
i
Kr A production
non line describes a unique set of operations, departments, and or manufacturing
areas that produce your products.

The Production lines window is used to define your lines. You can also define tolerance fences
in this window. Tolerance fences provide temporary increases to capacity above the standard
operating rate to handle increases in orders. Oracle Flow Manufacturing uses flexible tolerance
fences during line scheduling to temporarily alter the line rate, that is the capacity of the line.
Chapter 2 - Page 45
Agenda
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Chapter 2 - Page 46
Creating Schedule Groups
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an Groups
Creating
na Schedule
r
h
t
s
i
oncreate schedule groups for both discrete jobs and flow schedules. This enables
Kr Youncan
sequencing and prioritizing by schedule group for a specific customer.
Chapter 2 - Page 47
Agenda
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Chapter 2 - Page 48
Setting Labor Rates
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aRates
Setting
na Labor
r
h
t
s
i
onenter an employee number when performing a resource transaction. If you use actual
Kr Youncan
costing, the hourly labor rate, rather than the standard rate, is used to compute the actual cost of
person-type resources charged to jobs and schedules.
Note: Oracle Human Resources Management Systems (HRMS) is the source for the employee
names and numbers. If Oracle HRMS has not been installed, then you must manually enter
employee names and employee rates.
Chapter 2 - Page 49
Agenda
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Chapter 2 - Page 50
Setting Shop Floor Statuses
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n Statuses
aFloor
Defining
na Shop
r
h
t
s
i
onassign shop floor statuses to any intraoperation step associated with a job or assembly,
Kr Youncan
and assign multiple statuses to an intraoperation step. Statuses are used to record more detailed
information regarding assemblies at a particular step within an operation.
Shop floor statuses can be used to control shop floor movement transactions.You have the
option to prevent move transactions from steps within an operation by defining shop floor
statuses that prevent moves, and assigning them to an intraoperation step. For example, you
may want to create a Hold for Quality status that can be assigned to an intraoperation step
before moving to the next assembly step. You can also enable the Uncheck Allow Moves flag
to use this status to control move transactions.
Chapter 2 - Page 51
Agenda
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Chapter 2 - Page 52
Defining Standard Documents
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an Documents
Defining
na Standard
r
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t
s
i
n and Schedule Documents window to create a catalog of standard job and schedule
Kr Use ntheoJob
documents The Operation Documents window is used to create a catalog of operation
documents and attach these documents to your work in process routing operations, Your
documents can be text, files, or web pages.
Note: If you are using the MES Workstation, this functionality is setup in the Manufacturing
Execution Systems Parameters region.
Chapter 2 - Page 53
Agenda
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Chapter 2 - Page 54
Summary - Work in Process Setup Steps
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an in Process Setup Steps
Summary
na -tWork
r
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s
i
n
Execution System (MES) for Discrete Manufacturing
Kr Oracle
noManufacturing
The MES Workstation provides shop floor operators and supervisors a single interface to
perform multiple work in process functions, without navigating to a number of transaction
windows. The MES Workstation setup includes configuration for actions, display, security, and
transactions. This information is discussed in the Manufacturing Execution System (MES)
Workstation lesson.
Chapter 2 - Page 55
Summary
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Chapter 2 - Page 56
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Creating Discrete
ta denJobs
i
a
h Stu
Chapter
3c
k
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non
Creating Discrete Jobs
Chapter 3 - Page 1
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Chapter 3 - Page 2
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Chapter 3 - Page 3
Objectives
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Chapter 3 - Page 4
Agenda
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an
Instructor
na Note
r
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i
to the Oracle Work in Process Users Guide for detailed information
on
Kr Refernparticipants
regarding setup and implementation prerequisites for discrete jobs.
Chapter 3 - Page 5
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an Discrete Jobs
Overview
na of-trCreating
h
s
i
Kr A discrete
non job is a production order for the manufacture of a specific quantity of an assembly,
using a routing and operations. You can:
Manage the flow of component material from inventory to jobs. Bills of material can be
used to create job material requirements
Create operations, resources, and material requirements either concurrently or
interactively
Import planned order recommendations from external systems
Define final assembly order jobs to build custom configurations
Oracle Work in Process provides two single interfaces to perform multiple shop floor
functionsthe Discrete Execution Workstation or the MES Workstation.
Chapter 3 - Page 6
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an Discrete Jobs (continued)
Overview
na of-trCreating
h
s
i
oncreate both standard and non-standard discrete jobs:
Kr Youncan
Standard jobs control the material, resources, and operations required to build
an assembly and collect its manufacturing cost.
Non-standard jobs control material and collect costs for miscellaneous
manufacturing activity.
When you create bills of material you define for your jobs:
Resources
Alternate bills of material
Departm ents charged
Standard operations
Routings for the job path
Routings are used to schedule job production activities and create requirements. If you have
Oracle Shop Floor Management installed, you can use lot based jobs which follow a network
routing. Network routings provide flexibility in determining the series of operation moves for
the job.
Chapter 3 - Page 7
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Overview
na of-trCreating
h
s
i
on
Kr Youncan:
Define standard documents and attach them to jobs, schedules, and operations.
Build jobs for assemblies for both lot and serial control. You can track your jobs using
serial control throughout the manufacturing process; enabling you to assign, perform
serial transaction entry, import serial numbers, and print serial number labels. This
functionality is supported through Oracle Mobile Supply Chain Applications.
Reserve the assemblies to a sales order.
Chapter 3 - Page 8
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Overview
na of-trCreating
h
s
i
on
Kr Youncan:
Collect quality results when performing move and completion transactions.

Simulate a standard job to determine what materials, operations, and operation resources
are required to support that job; and convert your simulated job into an actual job.
Chapter 3 - Page 9
Quiz
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Answer:
na 1 -tran
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s
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Kr
non
Chapter 3 - Page 10
Agenda
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Chapter 3 - Page 11
Discrete Life Cycle
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Chapter 3 - Page 12
Discrete Job Elements
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Chapter 3 - Page 13
Discrete Job Elements
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an
Discrete
Elements
na Job
r
h
t
s
i
onmanually enter or automatically generate the job name. If you manually enter the job
Kr Youncan
name, the name must be unique and alphanumeric.

Two profile options are used in creating and updating job names:
The WIP:Discrete Job Prefix specifies the job prefix when auto-generating job names.
You access the automatic sequence generator by choosing Apply Default Job Name from
the Tools menu. This process can be used in the Discrete Jobs, Simulate Discrete Jobs,
Import Jobs and Schedules, and AutoCreate windows.
The WIP:Job Name Updatable determines if you have the option to specify name updates
for existing jobs.
If defining a standard discrete job, select the job assembly you are building. If you set the
WIP:See Engineering Items profile option to Yes, you can define jobs for engineering items.
The accounting class default value is set in the WIP Parameters window, the Discrete
parameters tab. You can change this value.
Chapter 3 - Page 14
Quiz
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ta den
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k
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Answers:
na 1,-tr2an
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s
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Chapter 3 - Page 15
Job Status
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Chapter 3 - Page 16
User Statuses
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a tran
User
nStatuses
h
s
i
change user controlled statuses. For example, you can change a job's status
onmanually
Kr Youncan
from Unreleased to Released to initiate the production cycle. Some user statuses are based on
eventswhen you complete the total quantity of a job into inventory, Work in Process
automatically changes the status of the job to Complete.
Statuses that can be reversed are: Unreleased, Released, CompleteNo Charges, On Hold,
Canceled, and Closed.
Chapter 3 - Page 17
Processing Statuses
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C
an
Processing
na -tStatuses
r
h
s
i
n in Process uses these statuses to keep track of the concurrent processing
Kr Oracle
noWork
performed on a job.
Chapter 3 - Page 18
Job Quantities
s
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Job
nQuantities
h
s
i
value for jobs with bills and routings is used to automatically calculate the
onquantity
Kr The nstart
component material requirements, department schedules, resource load, and job start and end
dates.
For non-standard jobs, to perform move and completion transactions, the start quantity must be
greater than zero.
You can specify whether a job's material requirements are included as demand in the MRP
netting process by entering a value in the MRP Net quantity field. This value uses the start
quantity value as a default.
Chapter 3 - Page 19
Job Dates
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Job
nDates
h
s
i
Kr For jobs
nonwith routings, if you enter a start date and time the completion date and time are
automatically forward scheduled based on the assembly's routing. Similarly, if you enter a
completion date, the start date and time are automatically backward scheduled based on the
assembly's routing.
For jobs without routings, if you enter only one date and time and your job type is standard, the
missing date and time is calculated using the fixed and variable lead time of the assembly. If
the job type is non-standard, the other dates and times are calculated using the fixed and
variable lead time of the routing reference.
The WIP:Default Job Start Date profile option is used to specify whether the start date for a job
defaults to the current date and time.
Note: A discussion of how dates effect scheduling jobs is discussed in the Defining Scheduling
and Resources lesson.
Chapter 3 - Page 20
Quiz
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Answers:
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Chapter 3 - Page 21
Bill Revision
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Bill
Revision
na -tran
h
s
i
Kr Engineering
non change orders (ECO) are a record of revisions to your bills of material. This
enables you to have the correct revision changes for work as it progresses on the shop floor.
The bill revision and date determines which version of the bill of material is used to create
component and resource requirements. You can update the bill revision of a standard discrete
job as long as the job remains unreleased.
Oracle Advanced Planning provides functionality enabling you to align Work in Process
production with engineering changes for planning. Engineering Change Orders Use-Up
Effectivity is described in the Updating Material Requirements lesson.
Chapter 3 - Page 22
Routing Revision
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an
Routing
na Revision
r
h
t
s
i
onselect an alternate routing if alternates have been defined for the assembly you are
Kr Youncan
building. If the WIP:See Engineering Items profile option is set to Yes, you can select
engineering routings as alternates.
Chapter 3 - Page 23
Completion Subinventory
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Completion
na -tSubinventory
r
h
s
i
Kr Assemblies
non are completed into or returned from this subinventory. If the assembly has a
routing, the completion subinventory is defaulted from the routing but can be changed. You
can also change this value when completing assemblies.
Chapter 3 - Page 24
Job Attachments
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Job
nAttachments
h
s
i
in n
Process provides ability to display attached instructions and documents pertaining to
Kr Workno
your production. This can include procedures, diagrams, and assembly instructions.
For jobs created and viewed on the Discrete Jobs window or Discrete Workstation, use the Job
and Schedule Documents window to create a catalog of standard job and schedule documents
For jobs viewed on the Manufacturing Execution System (MES) Workstation, attachments are
defined on the Workstation Parameters page and viewable from the Work Content page.
Chapter 3 - Page 25
Quiz
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Answers:
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s
i
Kr
non
Chapter 3 - Page 26
Agenda
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na -tran
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Chapter 3 - Page 27
Viewing Operations
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an
Viewing
na Operations
r
h
t
s
i
on code is a label identifying a standard operation. The operation sequence is a
Kr The noperation
number that orders operations in a routing relative to each other.

After saving a job, you can access the Components and Operations windows to view the details
of the job, including its material requirements, operations, and operation material and resource
requirements. You can view operation information in Work in Process in a variety of ways:
On the Discrete Jobs window, select Operations to display the Operations window
Navigate to Job/Schedule Details to access the Operations window
On the Discrete Workstation, operations display for jobs in a graphical view and
hierarchical list display
On the MES Workstation, operations display on the Operations region page, Dispatch
List, and transaction pages.
Chapter 3 - Page 28
Creating Job Operations
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n
aOperations
Creating
na Job
r
h
t
s
i
Kr Operations
non are defined in Oracle Bills of Material. When you created the the job, the
operations associated with that bill of material are assigned to the job. Each routing can have
any number of operations. For each operation, you specify a department that determines the
resources used.
Job operations are discussed in more detail in the Shop Floor Transactions lesson.
Chapter 3 - Page 29
Viewing Resource Requirements
s
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C
an Requirements
Viewing
na Resource
r
h
t
s
i
on a job, you can access resource information. Resources are viewed in Work in
Kr Afternsaving
Process in a variety of ways:

On the Discrete Jobs window, select Operations to display the Operations window, and
then select Resource Requirements to display resources for a selected operation.
Navigate to Job/Schedule Details to access the Operations window, and select Resources
On the Discrete Workstation, you can launch the workstation using the resource branch,
and view resources in a graphical or hierarchical display.
On the Resource Workbench view resource information on the Gantt chart.
On the MES Workstation, you have the flexibility to view dispatch lists for one particular
resource or, across multiple resources or departments, or an entire organization.
Resources are also viewed on transaction pages and the Work Content page.
Chapter 3 - Page 30
Creating Resource Requirements
s
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C
an Requirements
Creating
na Resource
r
h
t
s
i
Kr Resources
non are defined in Oracle Bills of Material. When you created the the job, the resources
associated with that bill of materials operation are assigned to the job.
Resources are discussed in more detail in the Defining Scheduling and Resources lesson.
Chapter 3 - Page 31
Agenda
s
) ha
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Chapter 3 - Page 32
Viewing Material Requirements
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an Requirements
Viewing
na Material
r
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i
on a job, you can access the Components windows to view the material requirement
Kr Afternsaving
details. Material and component requirements are viewed in Work in Process in a variety of
ways:
On the Discrete Jobs window, choose Components. The Material Requirements window
appears and the job's components are displayed. You can then view detailed information
about components in the window's tabbed regions.
Navigate to the View Material Requirements window to view material requirements
across jobs and schedules.
On the MES Workstation, the Components section of the Work Content and Job Details
pages.
Chapter 3 - Page 33
Creating Job Material Requirements
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n Requirements
aMaterial
Creating
na Job
r
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i
on type on the job is used to direct what the individual components are for the job, the
Kr The nsupply
default supply type is Based on Bill.
For non-standard jobs, bill of material references are used to create material requirements, but
references are not required. You can define the job without material requirements, and then
customize adding requirements.
Material requirements are discussed in more detail in the Updating Material Requirements
lesson.
Chapter 3 - Page 34
Simulating a Discrete Job
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an Job
Simulating
na -atrDiscrete
h
s
i
oncreate and view a simulated job in the Simulate Discrete Jobs window. This window
Kr Youncan
is also used when the simulation is converted to an actual job. For simulating jobs, you can:
Simulate only standard discrete jobs, however routings are not required.
Simulate jobs for engineering items if the WIP:See Engineering Items profile option is
set to Yes.
Vary the quantity and the start and completion dates to determine scheduling and
requirement constraints.
View both on-hand and ATP quantities for the simulated component requirements.
Vary the bills of material and routing revisions for different materials, operations, and
routing paths.
Chapter 3 - Page 35
Agenda
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Chapter 3 - Page 36
Standard Versus Non-standard Jobs
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an Non-Standard Jobs
Standard
na Versus
r
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Kr Non-standard
non job activity can include rework, field service repair, upgrade, disassembly,
maintenance, engineering prototypes, and other projects. Non-standard discrete jobs do not
earn overhead on completion - material overhead at completion is posted directly to the
subinventory material overhead account.
For rework assemblies, you can manually create rework operations or you can use a predefined
rework routing. You can create component requirements at one of the rework operations using
the Material Requirements window. Non-standard jobs for rework enable you to:
Group rejected assemblies on a single rework nonstandard job
Identify the exact rework costs
Inform planning of anticipated supply using the MRP net quantity field
Select an asset type nonstandard accounting class because the job is building assets.
Chapter 3 - Page 37
Bill and Routing Options for Non-standard Jobs
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anOptions for Non-standard Jobs
Bill
and
na Routing
r
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t
s
i
Kr An example
non of using a bill or routing that does not match the assembly is for upgrade work.
You can define an upgrade bill for upgrading several different assemblies using the same
material requirements.
Chapter 3 - Page 38
Quantity Options for Non-standard Jobs
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C
an for Non-Standard Jobs
Quantity
na Options
r
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t
s
i
onspecify how Oracle Planning applications plans material requirements and job
Kr Youncan
quantities. For each material requirement on a non-standard job, you can use the MRP Net field
to specify whether MRP includes the requirement as a demand. For the assembly, you can
specify the MRP net quantity as the number of assemblies you expect the non-standard job to
supply on the completion date of the job.
Do not check MRP Net if you do not want to create demand for items that are supplied from a
non-nettable subinventory.
Chapter 3 - Page 39
Bill of Material Looping for Non-standard Jobs
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C
n
aLooping
Bill
of
for Non-Standard Jobs
naMaterial
r
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t
s
i
n
r
K Whennoyou specify the assembly that you are working on to the job as a requirement, it
indicates that you are receiving the assembly out of inventory. For rework or upgrade jobs, this
enables you to issue the broken or outdated assembly to the job, and complete the fixed or
upgraded assembly back into inventory.
Chapter 3 - Page 40
Standard Versus Non-standard Job Fields
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Chapter 3 - Page 41
Standard Versus Non-standard Job Fields
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C
na -tran
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Chapter 3 - Page 42
Agenda
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ta den
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na -tran
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Chapter 3 - Page 43
Importing Jobs and Schedules
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Chapter 3 - Page 44
Implementing Customer Orders
s
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Implementing
Orders
na -traCustomer
h
s
i
n
r
o load planned orders, planned order update recommendations, and suggested repetitive
K Youncan
schedules from any source - planning systems, order entry systems, scheduling packages,
spreadsheets, and order formsinto the Work Order Interface. This data is used when the WIP
Mass Load program is submitted, creating or updating existing work orders.
Production kanban cards can be used to initiate discrete jobs. In a pull-based system, inventory
items are replenished using signals, or kanban cards. Kanban cards defined in Oracle Inventory
generate replenishment requests automatically. If the source type of the kanban card is
Production, the data is loaded into the Work Order Interface to create discrete jobs through
WIP Mass Load.
Chapter 3 - Page 45
Work Order Interface and WIP Mass Load
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C
an and WIP Mass Load
Work
naOrder-tInterface
r
h
s
i
on Jobs and Schedules window is used to submit the WIP Mass Load program. When
Kr The nImport
the WIP Mass Load program is submitted, the system searches the Open Job and Schedule
Interface tableand then creates new jobs and updates existing jobs for all valid records.
The Job and Schedule Interface Report is automatically printed when the WIP Mass Load
program is submitted. This report lists the job and schedules created and updated.
Job values are defaulted from Work in Process settings including:
Job name is defaulted from the database sequence and prefix from the WIP:Discrete Job
Prefix profile option.
Job status defaults to Unreleased.
Planned orders for phantoms are not automatically displayed unless you use a WIP
supply status of Phantom when querying the data.
WIP parameter Auto Associate Serial Numbers on Job Creation From Interface is used
for serial control.
Chapter 3 - Page 46
Pending Jobs and Schedules
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Chapter 3 - Page 47
Agenda
s
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na -tran
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Chapter 3 - Page 48
Releasing and Building Jobs
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C
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aBuilding
Releasing
Jobs
na -and
r
h
t
s
i
n
r
K Discrete
no jobs are created with a status of Unreleased, when you change the status to Released
you can perform transactions against it. You can release discrete jobs in either the Discrete
Jobs Summary window or the Discrete Jobs window.
When there are a large number of jobs to release, you can mass change the records. In the
Discrete Jobs Summary window, select the jobs to change, and then access the Change Status
window from the Tools menu.
Releasing a discrete job with a routing automatically loads the job quantity into the Queue
intraoperation step of the first operation.
Building a job by issuing components is discussed in the Updating Material Requirements
lesson.
Chapter 3 - Page 49
Updating Discrete Jobs
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Chapter 3 - Page 50
Updating Discrete Job Information
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Chapter 3 - Page 51
Updating Discrete Job Information
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C
an Job Information
Updating
na Discrete
r
h
t
s
i
on option WIP:Job Name Updatable is set to Yes, you can update the name of the
Kr If thenprofile
existing job.
Chapter 3 - Page 52
Updating Discrete Job Information Routing Tab
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Chapter 3 - Page 53
Updating Discrete Job Information Bill Tab
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Chapter 3 - Page 54
Agenda
s
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Chapter 3 - Page 55
Summary
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Chapter 3 - Page 56
s
) ha
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Updating iMaterial
ta den
a
Requirements
ch Stu
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non
Updating Material Requirements
Chapter 4 - Page 1
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Chapter 4 - Page 2
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Chapter 4 - Page 3
Objectives
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Chapter 4 - Page 4
Agenda
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Chapter 4 - Page 5
Overview of Material Requirements
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Chapter 4 - Page 6
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C
an Requirements
Overview
na of-trMaterial
h
s
i
jobs, bill of material references are used to create material requirements, but
Kr For non-standard
non
references are not required. You can define the job without material requirements, and then
customize by adding requirements.
Instructor Note
Refer participants to the Oracle Bills of Material Users Guide for detailed information
regarding defining job components.
Chapter 4 - Page 7
s
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C
an Requirements (continued)
Overview
na of-trMaterial
h
s
i
Kr Whennoyoun define jobs and schedules you can combine standard, alternate, or common bills of
material and routings to create specific material requirements anywhere in the routing. The
assembly revision determines which version of the bill of material is used to create the
requirements.
Note: You can create material requirements without routings. They are assigned to a default
operation sequence of 1.
Backflush transactions are material transactions that automatically issue component items into
work in process from inventory when you move or complete the assembly.
Chapter 4 - Page 8
s
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C
an Requirements (continued)
Overview
na of-trMaterial
h
s
i
onPull Requirements
Kr Pushnand
You can push (issue) and pull (backflush) components items to jobs and schedules. A
component's supply type determines how it is supplied.
Component Picking
You can issue components using the Component Pick Release program. You can also use a
rules based system to determine a recommended source location for components.
Transaction Processing Options
Profile options are used to set material transaction processing such as online, concurrent, and
background processing.
Inventory Transaction Interface
Work in process material transaction information can be loaded from external systems - such
as bar code readers and other data collection devices - into the Inventory Transaction Interface.
Chapter 4 - Page 9
Quiz
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Answer:
na 1 -tran
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i
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Chapter 4 - Page 10
Quiz
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Answer:
na 2 -tran
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s
i
Kr Additional
non Information
A component's supply type determines how component items to jobs and schedules are
supplied.
Chapter 4 - Page 11
Aligning ECOs for Work in Process and Planning
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anfor Work in Process and Planning
Aligning
na ECOs
r
h
t
s
i
Kr In Oracle
nonAdvanced Planning, the ECO Use-up Date is the date when the on-hand quantity is
calculated to be 0. It is calculated from inventory supply and requirement demand. A profile
option is provided, MSC:Release WIP Details if Order Date Different than BOM Revision
Date, to align work in process production with engineering change orders in planning. This
enables you to control resource and component schedules calculated by planning, and
forwarded to Work in Process when ECOs exist. Production order recommendations from
planning can either ignore active ECOs, or assume future ECOs are already active.
Chapter 4 - Page 12
WIP Parameters - Material
s
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a trParameters
an
WIP
nMaterial
h
s
i
n
Yield
Kr Include
noComponent
Component yield is factored into component quantities during transactions. The quantity is an
entered value on the bill of material. You can disable this function to avoid inflating
transaction quantities during execution.
Backflush Default Parameters
Supply Subinventory and Supply Locator determine default values when backflushing
components if not defined on bill or inventory item level.
Release Backflush Components is used with the Component Pick Release program to
consider both pull and push components.
Lot Control Parameters
Lot Selection Method determines how lot controlled component items are selected during
backflush transactions.
Alternate Lot Selection Method is used for Selection Method set to Transaction History.
Lot Verification is used with selection method of Receipt or Expiration Date.
Chapter 4 - Page 13
Allow Quantity Changes During Backflush enables changes to the transaction to provide
the ability to over or under issue pull components when lot or serial entry is required..
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Chapter 4 - Page 14
Component Yield and Shrinkage
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an and Shrinkage
Component
na -tYield
r
h
s
i
Kr Component
non yield is the amount of a component you require to build, plus the amount of the
component you lose or waste while building an assembly:

The aggregate required quantity can be inflated to allow for shrinkage.
A yield factor of 100% indicates no loss in the manufacturing process.
A yield factor of less than 100% indicates that less than 100% of the components you
issue survive the build process and component usage quantity increases.
The cost rollup optionally includes the effect of component yield in the assembly costs.
The Include Component Yield parameter lets you disable this calculation.
Chapter 4 - Page 15
Quiz
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Answer:
na 1 -tran
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s
i
Kr
non
Chapter 4 - Page 16
Simulating a Discrete Job
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Chapter 4 - Page 17
Agenda
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Chapter 4 - Page 18
Component Supply Types
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an Types
Component
na -tSupply
r
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s
i
your bill of material with routings, you can specify when and where
Kr By synchronizing
non
materials are to be issued or backflushed to your jobs and schedules You can assign supply
types to the items you define in Oracle Inventory, or define them on the bill of material. Supply
types can also be changed when you create the job or schedule. If you change the supply type
on your work order, you are overriding the supply types for all the components on that job.
You can update the supply types of individual material requirements using the Material
Requirements window.
Based on Bill
This supply type uses the bill of material information. If there is no bill or routing for the job,
the system automatically changes the supply type to Assembly Pull.
Assembly Pull
Components are issued when assemblies are completed. They are pulled from the supply
subinventory assigned to the component requirement. You cannot assign this supply type to a
non-standard discrete job if you have not specified an assembly or bill of material reference.
Chapter 4 - Page 19
Component Supply Types
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an Types (continued)
Component
na -tSupply
r
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s
i
Kr Bulknon
Bulk components are used on the shop floor, but are not transacted. Bulk components are not
backflushed, you manually issue specific bulk components to a job.
Operation Pull
These components are issued to discrete jobs and schedules when you complete backflush
operations. Components are pulled from the supply subinventory assigned to the component.
They require a routing.
Push
Push components can be issued directly to jobs and schedules as required.
Supplier
These are the component materials that your suppliers provide, but you do not transact them.
Supplier components are not backflushed, nor do they default when issuing all components for
an assembly.
Chapter 4 - Page 20
Phantom Assemblies
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an
Phantom
na Assemblies
r
h
t
s
i
Kr Phantoms
nonbehave normally when they are top level assemblies, such as when master scheduled
or manufactured on a discrete job. As subassemblies, they lose their distinct identity and
become a collection of their components. Work in Process does not recognize the phantom
subassembly itself, and only sees and lists the individual phantom components on the bill of
material (although the phantom subassembly is recognized in Oracle Planning products).
You can specify that phantom subassemblies maintain their own operation sequence numbers,
and their resource and overhead costs are charged to the parent or higher level assembly, by
setting up two parameters in Oracle Bills of Material.
Chapter 4 - Page 21
Agenda
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Chapter 4 - Page 22
Viewing and Updating Material Requirements
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Viewing
Updating
Material Requirements
na and
r
h
t
s
i
n
r
o view and update material and component requirements in a variety of ways:
K Youncan
On the Discrete Jobs window, choose Components. The Material Requirements window
appears when you access Components. You can then view detailed information about
components in the window's tabbed regions.
The View Material Requirements and Material Requirements window display material
requirements across jobs and schedules and for individual records.
On the Discrete Workstation, you can view component requirements on the Component
Requirements canvas for a particular job.
On the MES Workstation, you can access the Components section of the Work Content
and Job Details pages, and navigate to the Transact Components page.
Chapter 4 - Page 23
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Chapter 4 - Page 24
Material Requirements and View Material Requirements Windows
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an
Material
and View Material Requirements Windows
na Requirements
r
h
t
s
i
n
r
K Thesenowindows enable you to view and update material requirements for individual jobs and
schedules, and also across jobs and schedules. When you a select components to update your
job, you have the following options:
Adding engineering items as requirements if the WIP:See Engineering Items profile
option is set to Yes.
Selecting Operation Sequence number to identify where material is required. You can
only add components at existing operations. For a job or schedule without a routing, the
system displays 1 as the default operation sequence.
Changing the Date Required field. The default for jobs and schedules with routings is the
start date of the operation. Without routings, the system displays the scheduled start date.
Changing the default Basis Type. This value comes from the bill of material and is used
for calculating component requirements. It has the following choices:
- Item: Usage quantity is the amount required per job and multiplied by the job
quantity.
- Lot: Usage quantity is taken directly from the bill of material and not multiplied by
job quantity. Component usage is fixed per lot.
Chapter 4 - Page 25
Material Requirements and View Material Requirements Windows
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Material
and View Material Requirements Windows (continued)
na Requirements
r
h
t
s
i
n
r
the Required Quantity for the component. It is calculated based on basis type.
o
K nChanging
If you are adding a component, the per assembly quantity defaults to 1 and the
required quantity is derived from the job or schedule quantity and displayed in the
component's primary UOM. You can also enter a required or per assembly quantity of
zero.
Updating the Inverse Usage and Yield fields. They are used to enter values in cases
where decimal quantities may inflate requirements, or cause variances in rounding
calculations.
Updating values in the Supply tabbed region. If the item does not have a supply type, the
value defaults to push. If the component's supply type is assembly pull or operation pull,
you must select the supply subinventory.
Chapter 4 - Page 26
Discrete Workstation
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an
Discrete
na Workstation
r
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s
i
n Workstation you can view components in the Component Requirements panel
Kr On the
noDiscrete
for all components used on a job.
In the Assembly Moves, Component Shortages, Time Charges, and Properties panels you can
choose Issue Components to access the Material Transactions window. From here you can
choose various transaction types such as issue, transfers, or returns.
Chapter 4 - Page 27
MES Workstation
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a tran
MES
nWorkstation
h
s
i
for the operator includes one tabbed region that provides Manufacturing
onWorkstation
Kr The nMES
Execution System (MES) capabilities on top of Oracle Work in Process. It provides the ability
to view the work dispatch list, and then navigate to a number of transaction windows. You can
view and create component transactions from the Transact Components page, accessed from
the Dispatch List. This page enables you to create a number of component transactions
including:
Issuing and returning components
Entering subinventory and locator information
Entering applicable lot and serial number data
This page also has a feature for defaulting the display to supply type push components.
Chapter 4 - Page 28
Quiz
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Answers:
na 1,-tr2,a4n
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i
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non
Chapter 4 - Page 29
Kanban Replenishment
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an
Kanban
na Replenishment
r
h
t
s
i
on system, inventory items are replenished as soon as they are needed. Kanban
Kr In a npull-based
cards are used as replenishment signals. The term kanban refers to a visual replenishment
signal, such as a card or an empty container for material. In a kanban system, each workstation
can have several containers, each holding the same quantity of material. These cards generate
material requests automatically. Kanban material replenishment is a self-regulating pull system
to pull the minimum amount of material possible into production bins to meet demand. Kanban
replenishment enables you to:
Minim ize inventory investment
Increase inventory turns
Stage material at point of use
Integrate suppliers into the supply chain
Eliminate work order kits
The source type of the kanban card determines how the material is replenished. A supplier
kanban may automatically trigger a purchase order to a supplier, while an internal kanban
results in an inter-organizational transfer.
Chapter 4 - Page 30
Kanban Replenishment
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Kanban
(continued)
na Replenishment
r
h
t
s
i
n
r
K Kanban
noplanning is used to calculate the kanban container quantity or number of containers,
for each item at each point of use. Demand is specified for the finished assemblies and their
bills of material are exploded to derive component quantities at consumption points.
Kanban cards, created in Oracle Inventory. In Oracle Flow Manufacturing, you can both plan
and execute kanban replenishment. The Graphical Kanban Workbench combines kanban setup,
kanban planning, and pull sequence definition in one interface.
Chapter 4 - Page 31
Agenda
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Chapter 4 - Page 32
Overview of Backflush Transactions
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an
Overview
Transactions
na of-trBackflush
h
s
i
n
r
K Backflush
no transactions occur either during move or completion transactions. These transactions
pull components with operation pull and assembly pull supply types from inventory into jobs
and schedules. Backflush transactions can be launched by:
Completing assemblies at operations using the Move Transactions window
Moving and completing assemblies into inventory using the Move Transactions window
Completing assemblies into inventory using the Completion Transactions window
Receiving assemblies from an outside processing operation using the Oracle Purchasing,
Enter Receipts window
Move transactions imported through the Open Move Transaction Interface
Transactions imported through the Oracle Inventory Open Transactions Interface
Chapter 4 - Page 33
Overview of Backflush Transactions
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Overview
Transactions (continued)
na of-trBackflush
h
s
i
n
r
o reverse backflush transactions and automatically return backflushed components back
K Youncan
to inventory. For example, pull components that are backflushed as you move assemblies to the
next intraoperation step in a routingthey are automatically returned to inventory if you move
assemblies to a previous step in the routing.
Backflush transactions are enforced by the following rules:
A default supply subinventory must be defined for the component
Routing references are specified for non-standard jobs
Component item is transactable in the Inventory item master record
Backflush quantities in decimal values must be no more than five decimal places
Yield calculations are based on exact requirements, rather than rounded values
Assembly and operation pull components under lot, serial, or lot and serial number control can
be backflushed. The Backflush window provides efficient entry for large numbers of lot and
serial controlled items when creating assembly move transactionsincluding scrap, reject, and
assembly completion.
Chapter 4 - Page 34
Note: Push components that are requirements of work order-less schedules are always
backflushed.
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Chapter 4 - Page 35
Agenda
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Chapter 4 - Page 36
Overview Lot and Serial Number Control
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anand Serial Number Control
Overview
na of-trLot
h
s
i
n in Process supports serial number and lot number control for material
Kr Oracle
noWork
transactions. When performing issues, returns, and completions, you can enter serial numbers
or lot numbers, or both for items under control:
For serial control, when issuing items to work in process, you can use the predefined or
dynamically created serial numbers assigned upon receipt of an item into inventory.
For lot control, you can use the lot number assigned upon receipt of an item into
inventory when issuing that item to work in process.
You can perform serialized move transactions through Oracle Mobile Supply Chain
Applications using a mobile device.
Chapter 4 - Page 37
Setting Up Lot and Serial Control
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n Serial Number Control
aand
Setting
na Up-Lot
r
h
t
s
i
Kr Inventory
nonSetup
In the Inventory Item Master window, specify Serial Control type, as Predefined. Work
in process serial tracking is only enabled when you use the value of Predefined.
Establish the type of serial number uniqueness in the Oracle Inventory Organization
Parameters window. Options are Within inventory items, Within an organization, or
Across organizations.
You can generate serial numbers using the Serial Number Generation concurrent program. This
program is accessed from a number of serial entry windows.
Work in Process Setup
The Serial tabbed region of the WIP Parameter file is where you set features for this tracking
including control beginning at the routing, association of serial numbers to jobs before their
production, serial based transaction entry, and label printing:
Default Serialization Start Operationsets the job operation where tracking begins.
Auto Associate Serial Numbers on Job Creation From Interfaceused with WIP Mass
Load for automatically generated serial numbers
Chapter 4 - Page 38
Default Intraoperation Step for Assemblydefines a default value for the intraoperation
step when moving assemblies.
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Chapter 4 - Page 39
Assigning Lot and Serial Numbers
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an Numbers
Assigning
na -Serial
r
h
t
s
i
n can be assigned, accessing Inventory functionality, in several WIP windows.
Kr Serialnonumbers
The Associate Serial Numbers window is accessed from the Discrete Jobs window. This
window enables you to generate and associate new or existing serial numbers for the job.
You can assign lot and serial numbers at completion transactions in the Work Order-less
Completions window. After accessing the Components window, select your items and
choose Lot/Serial to access the Lot Entry or Serial Number Entry windows for data entry.
During move transactions, the Backflush window appears if you are backflushing lot or
serial controlled pull components. This window provides efficient entry for large
numbers of lot and serial controlled items.
On the Discrete Workstation you can backflush lot and serial number controlled items
during completion transactions. The Components dialog window is accessed where you
can navigate to the Lot Entry or Serial Entry windows directly from the workstation. A
visual indication of the required data entry is displayed.
On the MES Workstation, the Transact Components page enables you to enter lot and
serial numbers. For individual components, select values in the Serial region. If serial
Chapter 4 - Page 40
numbers have not been generated, select Enter Multiple Lot and Serial to access the Add
Lot and Serial page in Oracle Inventory.
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Chapter 4 - Page 41
Serial Number Tracking Throughout Manufacturing
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n
aTracking
Serial
Throughout Manufacturing
naNumber
r
h
t
s
i
n
r
o track your jobs using serial control throughout the manufacturing process. Serial
K Youncan
tracking is only supported in the online mode using Work in Process in Oracle Mobile Supply
Chain Applications. This feature enables you to assign and associate serial numbers to a job,
and track the assembly by serial number as it progresses on the shop floor. This includes:
Serial control beginning at a specific point in the routing
Association of serial numbers to jobs before build
Serial based transaction entry
Import and auto-generation of serial numbers
You can view the genealogy of the serialized assembly including component issues and
returns, and assembly completions and returns.
Chapter 4 - Page 42
Agenda
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Chapter 4 - Page 43
Using the Component Pick Release Program
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an
Using
Pick Release Program
nathe Component
r
h
t
s
i
n
r
K Component
no picking, obtaining requirements for specific jobs and schedules, is the process of
moving items from source locations and issuing them to work orders. The Component Pick
Release program features include:
The Component Pick Release window is used to select requirements and create move
orders for discrete jobs, lot based jobs, repetitive schedules, and flow schedules.
There is a distinct and individual window for the manufacturing mode selected.
Move orders, requests for the movement of material within an organization, are created
for picked items. They enable the replenishment of material within a warehouse or
manufacturing shop floor.
The source for material picked is based on Oracle Inventory allocation rules entered on
the Picking Rules window. If Oracle Warehouse Management is installed, you can use
rules based picking recommendations. This employs user defined rules to recommend
locations to pick from, specific items to pick, and item revisions. Pick methodologies, or
grouping rules, control how pick tasks are grouped to individual picking. Grouping rules
include order pick, bulk pick, cluster pick, and user defined grouping rules.
The destination for picked material depends on the supply type.
Chapter 4 - Page 44
Using the Component Pick Release Program
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Using
Pick Release Program (continued)
nathe Component
r
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t
s
i
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r
K If younoare using the Component Pick Release program, you can run the pick release multiple
times until the requirement is filled.
Setup
The Component Pick Release program only considers supply type push components in
processing, unless the Release Backflush Components parameter is enabled. This parameter
enables both operation pull and assembly pull supply type components in the pick release
process.
Chapter 4 - Page 45
Agenda
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non
Chapter 4 - Page 46
Overview of Outside Processing
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an Processing
Overview
na of-trOutside
h
s
i
processing provides a closed loop system using Oracle Inventory, Oracle Purchasing,
Kr Outside
non
and Oracle Work in Process to:

Define outside resource requirements for routings, and automatically charge outside
processing resource costs.
Automatically generate purchase requisitions.
Receive assembly items from outside processing suppliers.
Outside Processing Items
You can define outside processing items that represent supplier-sourced items, resources, and
services that you include in your build process. These items can be non-stocked items which
represent the actual supplier contribution in your build process, or you can define the assembly
itself as an outside processing item. The outside processing item on your requisition or
purchase order, is received in your purchase order receipts.
You can define supplier-sourced components by selecting the Supplier supply type on your
bills of material. Supplier components are not transacted or backflushed.
Chapter 4 - Page 47
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Chapter 4 - Page 48
Automatic Requisition Generation
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Automatic
Generation
na -Requisition
r
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s
i
n
r
in Process automatically generates a purchase requisition for outside processing
K Workno
operations, unless you specify that they are created manually. An outside processing operation
is an operation that contains an outside resource linked to an outside processing item. The
timing of the creation of the purchase requisition is based on the setting of the WIP parameter
Requisition Creation Time:
At Job/Schedule Releasea purchase requisition is created for all outside processing
operations on a job or schedule when you release the job or schedule.
At Operationa purchase requisition is created when you move into the queue
intraoperation step of an outside processing operation. You then use Purchasing's
Autocreate feature to convert these requisitions to purchase orders.
The Requisition Import process automatically runs when using PO Move and PO Receipt
resource types, but only PO Move initiates the workflow.
Chapter 4 - Page 49
Agenda
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Chapter 4 - Page 50
Summary
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Chapter 4 - Page 51
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Chapter 4 - Page 52
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Assigningitand
a Managing
n
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Resources
ch Stu
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non
Assigning and Managing Resources
Chapter 5 - Page 1
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Chapter 5 - Page 2
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Chapter 5 - Page 3
Objectives
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Chapter 5 - Page 4
Agenda
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Chapter 5 - Page 5
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Chapter 5 - Page 6
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Overview
Management
na of-trResource
h
s
i
n
r
K Resources
no are defined in Oracle Bills of Material. When you created the job, the resources
associated with that bill of materials operation are assigned to the job. For each operation, you
specify a department that determines the resources used.
Chapter 5 - Page 7
Quiz
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Answer:
na 1 -tran
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Kr
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Chapter 5 - Page 8
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Chapter 5 - Page 9
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C
an
Overview
na of-trResource
h
s
i
n
r
K Manual
noand Automatic Resource Transactions
You can manually charge resources associated with operations. Or automatically charge
resources when moving job and schedule assemblies in their routing.
Phantom Resources
You can include phantom resources in your routings. When the phantom is the parent or higher
level assembly, their resources and overheads are excluded from the parent or higher level
assembly cost.
You can assign outside processing resources to job, and move assemblies to and receive them
back from these outside operations.
Resource Workbench
The Resource Workbench displays selected resources and corresponding departments in a tree
hierarchy. You can view job and operation schedules, and resource load compared to capacity
and interactively reschedule jobs, operations, and resources.
Chapter 5 - Page 10
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an
Overview
na of-trResource
h
s
i
n
r
Scheduling of Resources
K Constraint-based
no
Oracle provides constraint-based scheduling of resources through Oracle Manufacturing

Scheduling and Production Scheduling. Constraint-based automated scheduling uses
sophisticated scheduling algorithms to optimize production.
Simultaneous and Alternate Resources
Simultaneous resources consist of two or more resources scheduled with the same start date
and time. Alternate resources consist of other resources used instead of the primary resource.
You can also use alternate resource sets in constraint-based scheduling. This gives you the
option to specify an alternate for a group of resources spanning multiple schedule sequences.
Resource Instances
You can define specific machines to any of your machine type resources, and also define
specific employees to labor type resources.
Open Resource Transaction Interface
You can load resource transaction information from external systems into the Open Resource
Transaction Interface table.
Chapter 5 - Page 11
Agenda
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Chapter 5 - Page 12
Resource Charge Types
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C
an Types
Resource
na Charge
r
h
t
s
i
on how to charge resources when you create routings in Oracle Bills of Materials,
Kr Younspecify
and when you create resource requirements in Work in Process.

The PO Receipt and PO Move resources are also known as outside processing resources. The
WIP Requisition Creation Time parameter determines whether or not requisitions are created
for resources assigned to outside processing operations, and when they will be created. You
can set this parameter so that requisitions are created at job or schedule release, or at the
outside processing operation.
Chapter 5 - Page 13
WIP Move Resources
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a Resources
an
WIP
nMove
r
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s
i
on resources are automatically charged at their standard (predefined) rate as you move
Kr WIPnMove
assemblies forward from the Queue or Run intraoperation step, to the intraoperation step of the
same operation or the next operation.
The amount charged is based upon the resource's usage rate or amount multiplied by the
resource's standard cost at the time of the transaction. Reverse WIP Move resource charges by
moving assemblies backward.
Chapter 5 - Page 14
Manual Resources
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an
Manual
na Resources
r
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t
s
i
oncharge manual resources by accessing the Resources Transactions window or MES
Kr Youncan
Workstation pages when creating move transactions.

When you charge manual resources, enter the actual resource units applied. If the resource is a
person-type resource, you can enter an employee number.
Chapter 5 - Page 15
Quiz
s
) ha
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ta den
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Answer:
na 2 -tran
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s
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Kr Additional
non Information
Manual resources can be charged independent of move transactions using the Resource
Transactions window.
Chapter 5 - Page 16
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C
an Resources
Outside
na Processing
r
h
t
s
i
Kr An outside
non processing operation contains an outside resource linked to an item. You can assign
multiple outside resources per operation. Work in Process can automatically generate a
purchase requisition for outside processing operations. The timing of the creation of the
purchase requisition is based on the setting of the Requisition Creation Time parameter.
Chapter 5 - Page 17
Quiz
s
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ta den
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Answer:
na 1 -tran
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non
Chapter 5 - Page 18
PO Move and PO Receipt Resources
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n Receipt Resources
aPO
POhMove
na and
r
t
s
i
Kr Whennoyoun receive assemblies back from an outside processing supplier, PO Receipt or PO
Move resources are automatically charged.

PO move resource is automatically charged upon receipt of a purchase order and also
automatically initiates shop floor move transactions upon receipt.
PO receipt resource is automatically charged upon receipt of a purchase order.
If the receipt involves a PO Move resource, the assemblies are also moved from the Queue
intraoperation step of the outside processing operation into the Queue intraoperation step of the
next operation. If you return assemblies to an outside processing supplier or enter correcting
receipts, the system creates reversing charges.
Chapter 5 - Page 19
Agenda
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Chapter 5 - Page 20
Resource Usage Calculations
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C
anCalculations
Resource
na Usage
r
h
t
s
i
onvalue is set when creating a resource in Bills of Material, and can be updated on
Kr The nbasis
Work in Process windows. You assign a resource basis type of Item if its per unit usage rate is
dependent on the number of assembly items being produced. If the per unit usage rate is fixed,
assign a resource basis of Lot. The options are as follows:
Item: Charge and schedule the resource on an item-by-item basis. Used when resource
times and costs are dependent on the job or schedule quantity, such as when charging per
unit labor costs.
Lot: Charge and schedule the resource on a one per job or schedule basis. Used when
resource times and costs are independent of quantity, such as when setting up a machine
to run an entire job.
Note: WIP Move resources with a basis of Item are charged upon completion of each assembly
in the operation. WIP Move resources with a basis of Lot are charged upon completion of the
first assembly at the operation.
Chapter 5 - Page 21
Resource Usage Calculation Example
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Chapter 5 - Page 22
Agenda
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Chapter 5 - Page 23
Resource Scheduling
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an
Resource
na Scheduling
r
h
t
s
i
Kr Resource
nonrequirements use detailed scheduling. Oracle Work in Process provides two
scheduling modesinfinite and constraint-based. You can assign as many resources to an

operation as are available, make resources available by shift, or around the clock.
Scheduling Multiple ResourcesWhen multiple resources are assigned to an operation,
operation start and end dates and times are scheduled based upon the sum of the times
required for each resource.
Fixed and Variable Resource SchedulingYou can define resource usage based on
quantity for variable resources, or for a fixed amount for fixed resources such as setup
and teardown.
Chapter 5 - Page 24
Resource Scheduling Setup
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C
an Setup
Resource
na Scheduling
r
h
t
s
i
Kr Resource
nonscheduling options are set in Oracle Bills of Material, the Scheduling tabbed region
of the Operations Resources window. You can update the setting in Work in Process after
creating your jobs. The scheduling option choices are:
Yes: Include this resource when scheduling the job or schedule operation.
No: Do not include this resource when scheduling the operation.
Prior: Include this resource when scheduling a job or schedule by backward scheduling
the previous operation from the end of this resource. Use this option when setup
resources can work in parallel with previous operations.
Next: Include this resource when scheduling a job or schedule by forward scheduling the
next operation from the start of this resource. Use this option when the teardown of the
current operation can overlap with the execution of the next.
Chapter 5 - Page 25
Quiz
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ta den
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Answer:
na 1 -tran
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Chapter 5 - Page 26
Overlapping Resources
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Overlapping
na -trResources
h
s
i
onschedule resource operations to overlap for simultaneous processing of the same job
Kr Youncan
or schedule in concurrent operations. For example, you can schedule external setup on the next
operation to take place while you complete processing at the prior operation. For each
resource, you can specify whether to schedule it, and whether it overlaps the prior or next
operation.
Chapter 5 - Page 27
WIP Scheduling Parameters
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a tranParameters
WIP
nScheduling
h
s
i
Kr Worknoin nProcess Scheduling parameters set resource efficiency, utilization, and simulation set
capability. They include:

Include Resource Efficiency: Provides the option to use resource efficiency in scheduling
calculations. This factor influences resource elapsed time calculated during scheduling.
Values of less than 100 percent elongate lead time. Resource efficiency is always
considered in lead time calculations.
Include Resource Utilization: Provides the option to use resource utilization in scheduling
calculations. This factor influences resource elapsed time calculated during scheduling.
Values of less than 100 percent elongate lead time. Resource utilization is always
considered in lead time calculations.
Simulation Sets: Enables you to adjust resource capacity. Simulation sets are used to link
resource changes to available resource capacity for scheduling and planning. When you
assign resources to departments, you can use simulation sets for capacity modifications.
Chapter 5 - Page 28
Agenda
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Chapter 5 - Page 29
Viewing and Updating Resources
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Viewing
Updating
Resources
na and
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o view resource information in Work in Process in a variety of ways:
K Youncan
On the Discrete Jobs window, you can navigate to the Resource window to display
resources for a selected operation. Or select Job/Schedule Details to access the Resources
window.
On the Discrete Workstation, you can launch the workstation using the resource branch,
and view resources in a hierarchical display.
On the MES Workstation, you have the flexibility to view dispatch lists for one particular
resource, across multiple resources or departments, or an entire organization. On the
Supervisor Workbench, the Shopfloor Progress region displays a separate area for the
status of jobs, machines, and people on the shop floor. There are two views; both views
display resources and departments, along with links to the Dispatch List.
On the Resource Workbench you view resource information on a Gantt chart.
Chapter 5 - Page 30
Resource Requirements Window
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Resource
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na Requirements
r
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K On the
noResource Requirements window you can select information for updating resources.
This includes:
Resource Sequence
Resource Nameyou can add any resource that is assigned to the department of the
operation you have selected. You can also add any multi-departmental resource. When
you add a resource the UOM, basis, activity, charge type, and rate or amount that are
associated with the resource are defaulted.
Resource BasisYou cannot update the resource basis if you have charged against the
resource.
Usage Rate or Amount ValueEnter a value if you know how much of the resource is
consumed at the operation (per item or per lot). Or an inverse amount if you know the
number of units a resource can process.
Chapter 5 - Page 31
Discrete Workstation
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Discrete
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Kr On the
noDiscrete
view resources in a graphical or hierarchical display. You select the department, or the
department and the resource, to launch the workstation for jobs to view. You can also launch
the workstation for a specific resource instance for employee or machine, and see dispatch lists
by individual machine or person.
Chapter 5 - Page 32
MES Workstation and Supervisor Workbench
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MES
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non display on a number of pages on the MES Workstation and Supervisor Workbench.
You have the flexibility to view Dispatch Lists for one particular resource, or an entire
organization:
The Dispatch List is formatted in a table view, columns in the list display information
about each job including resource availability.
The Work Content page displays the information needed to perform work on an operation
including component and resource requirements. You can navigate to pages and view
employees currently working.
The View Job Transactions page displays regions for various job transactions for a
specific job and includes move, resource, and material transactions.
On the Supervisor Workbench, the Shop floor Progress region displays a separate area for
the status of jobs, machines, and people on the shop floor. There are two views; both
views display resources and departments, along with links to the dispatch list.
Chapter 5 - Page 33
Job and Resource Workbenches
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Job
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non
You can view and reschedule jobs and operations, providing a visual job oriented display of
work on the shop floor. You can interactively reschedule jobs or let the system automatically
schedule.
Resource Workbench
Provides a visual display of work on the shop floor by performing resource. This enables you
to monitor resources, assign alternate resources, or change scheduling.
Features in both workbenches include:
Gantt chart showing a visual display of work and resources on the shop floor
Ability to set a customized display
Drag and drop functionality for jobs and resources for rescheduling
Ability to reschedule jobs based on available resources and material
Simultaneous and alternate resources can be invoked
Display of job related sales order and customer information
Ability to dispatch jobs to instances of machines
Chapter 5 - Page 34
Agenda
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Chapter 5 - Page 35
Using the Resource Workbench
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an Workbench
Using
nathe Resource
r
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i
Kr Whennoyoun initially launch the Resource Workbench, it displays resources set in the Preference
window. The selected resources and corresponding departments display in the tree hierarchy,
and the current scheduling information is viewed on the Gantt chart:
Tree HierarchyResource Workbench tree displays resources and resource instances.
You can expand and collapse records. Display preferences are selected in the Preference
window.
Gantt Chart PaneConsists of a timeline in a horizontal bar chart for information on the
tree.
Select Resource PaneUsed to select the available resources to display in the Resource
Load Versus Capacity pane.
Resource Load Versus Capacity PaneDisplays the required resource load, compared to
the available resource capacity and resource instances. Resource load includes all shop
floor demand, not just demand displayed on the workbench.
Chapter 5 - Page 36
Using the Resource Workbench
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an Workbench (continued)
Using
nathe Resource
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onWindows
Kr ToolnTip
Tool tip windows provide an ease of use mechanism for displaying start and end date
information. The window is displayed by rolling your cursor over the appropriate resource bar
on the Gantt chart.
The Resource tool tip window displays the following data: job name and description,
operation, operation code, resource sequence, department, assembly name and description,
quantity information, start date, and end date information.
Resource Properties Windows
The Resource Properties window displays information about a specific resource assigned to a
particular department. You access this window by right-clicking on a specific resource in the
tree. This window displays department, and resource name, type, serial number. It also displays
resource factors such as utilization, availability.
Chapter 5 - Page 37
Agenda
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Chapter 5 - Page 38
Summary
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Chapter 5 - Page 39
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Chapter 5 - Page 40
s
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Scheduling
and
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taJobs
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Resources
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Scheduling Jobs and Resources
Chapter 6 - Page 1
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Chapter 6 - Page 2
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Chapter 6 - Page 3
Objectives
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Chapter 6 - Page 4
Agenda
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Chapter 6 - Page 5
Overview of Work in Process Scheduling
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an in Process Scheduling
Overview
na of-trWork
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s
i
Kr Scheduling
non establishes expected dates and times for material, resource requirements, and
manufacturing for assemblies. Work in Process scheduling provides processing using dynamic
lead times and detailed scheduling:
Lead timeJobs without routings are scheduled using lead-time offset
Detailed schedulingApplies resource usage defined by routings and resource
availability.
Two scheduling engines are provided:
InfiniteThe infinite scheduling engine assumes infinite capacity
Constraint-based Provided by two constraint-based applicationsManufacturing
Scheduling and Production Scheduling
Scheduling for both the infinite and constraint-based scheduler consider resource usage
features such as simultaneous resources, 24 hour resources, and utilization and efficiency
factors. Efficiency effects your production load, and utilization effects capacity.
Chapter 6 - Page 6
Quiz
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Answer:
na 1 -tran
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Chapter 6 - Page 7
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an in Process Scheduling (continued)
Overview
na of-trWork
h
s
i
Kr Discrete
nonscheduling uses the following factors:
Start DateWhen you specify the start date and time, the system forward schedules the
job and automatically calculates the job completion date.
Completion DateWhen you specify the job completion date and time, the system
backward schedules the job and automatically calculates the job start date
Operations DatesEach operation in the routing is scheduled using detailed scheduling.
Material Requirements DatesThe system schedules material requirements so that they
are required on the start date and time of the operation where they are consumed
If the job assembly has a routing, dates and times are automatically scheduled for the
operations, resources, and material requirements using detailed scheduling.
If the job assembly does not have a routing, it can be scheduled in one of two ways. You
can manually schedule the jobs by entering both the start and completion dates. You can
also enter either a start or completion date and allow the system to calculate the missing
date based on the item lead time.
Chapter 6 - Page 8
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an in Process Scheduling (continued)
Overview
na of-trWork
h
s
i
onTime Scheduling
Kr Datenand
When you define the start and completion dates and times for jobs and schedules. start and
completion dates for the operations are scheduled automatically.
Fixed and Variable Rate Production Lines
You can specify all the assemblies on a production line to run at the same rate on your fixed
rate lines, or by production rate for your variable rate lines.
Fixed and Variable Resource Scheduling
You can define resource usage based on job quantity for variable resources, or for a fixed
amount of resources.
Overlapping Resources
You can schedule resource operations to overlap for simultaneous processing on the same job
Forward, Backward, and Midpoint Scheduling Options
If you enter start date and time, the completion date and time is automatically determined using
forward scheduling. Conversely, if you enter a completion date and time, the start date and
time is determined using backward scheduling. You can schedule discrete jobs around
Chapter 6 - Page 9
bottleneck operations using midpoint scheduling. By setting the midpoint operation start or
completion date and time.
Planning Based Rescheduling
You can automatically implement discrete reschedule recommendations from Oracle planning
products, or import them from other sources through the Work Order Interface.
Simultaneous Resources
When a group of multiple resources are defined as simultaneous resources, the scheduler uses
the one resource having the longest duration to calculate start and end dates for the group.
s
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Chapter 6 - Page 10
Agenda
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Chapter 6 - Page 11
Scheduling Methods
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Chapter 6 - Page 12
Quiz
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Answers:
na 1,-tr2,a4n
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s
i
Kr Additional
non Information
It is Midpoint Rescheduling and not Midpoint Scheduling.
Chapter 6 - Page 13
Forward Scheduling
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Forward
na Scheduling
r
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t
s
i
Kr Whennoyoun specify the start date and time when creating your job, the system forward schedules
the job and automatically calculates completion date and time using detailed scheduling based
on the assembly's routing.
If no routing exists, the system forward schedules using the fixed and variable lead times
for the assembly from the item master.
If no routing and no lead time exist, you must enter both the start and completion dates.
You can enter a past due start date to forward schedule a job that should have started before the
current date. However, you cannot enter a start date and time greater than the completion date
and time.
Chapter 6 - Page 14
Backward Scheduling
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Backward
na -Scheduling
r
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s
i
Kr Whennoyoun specify the job completion date and time, the system backward schedules the job
and automatically calculates job start date and time using detailed scheduling based on the
assembly's routing. If no routing exists, the system backward schedules using the fixed and
variable lead times for the assembly from the item master.
Chapter 6 - Page 15
Forward Versus Backward Scheduling
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anBackward Scheduling
Forward
na Versus
r
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i
onuse forward scheduling if you know what date you want to begin production to derive
Kr Youncan
the completion date. Or backward scheduling if you know what date to complete production
and to derive the start date.
Note: The two methods may yield different results because the lead times calculated in either
case may be different due to your resource shifts.
Forward Versus Backward Scheduling Diagram Example
Assume that Resource 4 at Operation 20, is only available from 9 a.m. to 5 p.m.
Now backward schedule from the date and time on which the last resource of Op Seq 30
ended.
The new job start date/time is moved back.
The time during which the assembly was held up due to the unavailability of the resource
has been eliminated.
The total lead time for the job is decreased.
Chapter 6 - Page 16
Midpoint Rescheduling
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Midpoint
na Rescheduling
r
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t
s
i
Kr Rescheduling
non individual jobs based on the midpoint of an operation enables you to schedule
around bottleneck operations in your job. If you have a capacity constrained machine, you can
set the operation start or complete date and time for this midpoint operation to match your
manual sequence. The job is then backward scheduled from the midpoint to set the start date
and time, and forward scheduled from the midpoint to set the completion date and time.
Chapter 6 - Page 17
Detailed Scheduling
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Chapter 6 - Page 18
Agenda
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Chapter 6 - Page 19
Manufacturing Lead Times
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Chapter 6 - Page 20
Fixed Lead Time
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Fixed
naLead-tTime
r
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onlead time is calculated by scheduling a job for a quantity of zero with the current
Kr The nfixed
date as the job start date.
Chapter 6 - Page 21
Variable Lead Time
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n
aTime
Variable
na Lead
r
h
t
s
i
on lead time is calculated by scheduling a second job for the lead time lot size
Kr The nvariable
quantity, with the system date as the job start date.
Note: Variable lead time is expressed as days per unit.
Chapter 6 - Page 22
Lead Time Elements
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na -tran
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Chapter 6 - Page 23
Lead Time Elements
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ta den
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na -tran
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Chapter 6 - Page 24
Quiz
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ta den
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i ( this
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C
Answer:
na 1 -tran
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s
i
Kr
non
Chapter 6 - Page 25
Lead Time Elements
s
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ta den
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i ( this
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a Elements
an (continued)
Lead
nTime
r
h
t
s
i
on lead time is calculated as the time required to manufacture a job for the lead
Kr The nprocessing
time lot size quantity. Because all lead-time offsetting uses the fixed and variable lead time of
an item, the processing lead time represents an estimated lead time:
Oracle Planning considers preprocessing lead time when offsetting dates.
Oracle Bills of Material and Oracle Engineering do not consider preprocessing when
computing manufacturing (processing) lead time.
Manufactured items use manually assigned item attributes for preprocessing lead time
and lot size.
The algorithm schedules one discrete job for a quantity of zero (fixed lead time) and a
second discrete job for the lead-time lot-size quantity (variable lead time).
When computing processing lead time, all calendar days are considered as workdays,
regardless of days off or workday exceptions.
You do not calculate lead times for purchased items even if they have a routing. You must
manually assign all lead-time information for purchased items.
Oracle Planning uses the fixed lead time value if one is entered.
Chapter 6 - Page 26
You can manually assign values for fixed lead time for a purchased item, instead of
assigning the processing lead time.
s
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na -tran
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non
Chapter 6 - Page 27
Dynamic Lead-Time Offsetting
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ta den
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na -tran
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Chapter 6 - Page 28
Agenda
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ta den
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i ( this
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na -tran
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s
i
Kr
non
Chapter 6 - Page 29
Detailed Scheduling
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na -tran
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Chapter 6 - Page 30
Detailed Scheduling Factors
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C
an Factors
Detailed
na Scheduling
r
h
t
s
i
oncommon example of overlap is a machine and a machinist working simultaneously.
Kr The nmost
Chapter 6 - Page 31
Detailed Scheduling Features
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Chapter 6 - Page 32
Detailed Scheduling Resource Requirements
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C
an Resource Requirements
Detailed
na Scheduling
r
h
t
s
i
Kr Resource
nonscheduling options are set in Bills of Material, but can be updated in Work in
Process. They include::

Yes: Include this resource when scheduling the job operation.
No: Do not include this resource when scheduling the operation.
Prior: Include this resource when scheduling a job by backward scheduling the previous
operation from the end of this resource. Use this option when setup resources can work in
parallel with previous operations.
Next: Include this resource when scheduling a job by forward scheduling the next
operation from the start of this resource. Use this option when the teardown of the current
operation can overlap with the execution of the next.
Detailed Scheduling Resource Requirements Diagram Example
Assumes 24 hour availability of all resources.
Resource Sequence 2 at Operation Sequence 20 is taking some amount of time for
illustrative purposes only (the amount of time it takes is irrelevant to the detailed
scheduling algorithm).
Chapter 6 - Page 33
Capacity calculations assume that a nonscheduled resource requirement begins at the

same time as the closest succeeding scheduled resource.
s
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Chapter 6 - Page 34
Detailed Scheduling Example
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C
an Example
Detailed
na Scheduling
r
h
t
s
i
on and resources shown in this slide make up the routing for one of your
Kr The noperations
assemblies; you want to build 1,000 of these assemblies. The unit of measure for all of the
resources is hours:
All the resources where the Scheduled attribute is set to Yes are on the critical path.
The teardown activity at the Punch Press resource at Resource Sequence 2, Operation 10
can be performed at the same time as the Queue activity at the next operation.
The machinist at Operation 20 is not on the critical path, since the Scheduled attribute for
this resource is set to No. This means he works concurrently with the Drill Press resource
at the same operation.
The lead time rollup calculates the resource offset for the machinist resource as the same
as that of the next resource with Scheduled attribute Yesthat is, the Drill Press.
The machinist resource, although not scheduled, is still charged to the job (assuming it is
a costed resource) exactly as it would be if the resource were scheduled, and the load is
still calculated.
Chapter 6 - Page 35
Detailed Scheduling Using Resource Shifts
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an Using Resource Shifts
Detailed
na Scheduling
r
h
t
s
i
onschedule your resource use through resource shifts:
Kr Youncan
You can ensure that production is scheduled only at times when the resource is available.
You can assign the resource to your predefined shifts, or indicate that it is available 24
hours.
Using the routing shown in the diagram, suppose now that Resource Sequence 4 at
Operation Sequence 20 is only available from 9 a.m. to 5 p.m. each day. All other
resources are available 24 hours.
Assume that Resource 3 at Op Seq 20 starts sometime in the afternoon and runs past 5
p.m.
Forward scheduling is used in this example.
Chapter 6 - Page 36
Agenda
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) ha
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Chapter 6 - Page 37
Rescheduling Jobs and Schedules
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n and Schedules
Rescheduling
na -traJobs
h
s
i
Kr Job Changes
non
You can change start and completion dates and times of jobs. The operations and material
requirements of the job are automatically forward or backward scheduled depending on the
date you changed. If you increase or decrease the job quantity, the job is automatically
rescheduled based on the revised quantity.
Operation Dates
You can reschedule around the start or completion date of any discrete job operation. For
example, you can midpoint rescheduling both forward and backward from any operation.
Planned Orders
You can automatically implement reschedule recommendations from Oracle Planning
products. Choose specific jobs in planning; the system then automatically reschedules job
operations and material requirements.
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 available on that shift.
Chapter 6 - Page 38
Rescheduling Methods
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C
n
Rescheduling
na -traMethods
h
s
i
Kr Supervisor
non Workbench and MES Workbench
The Reschedule Operations page is used to reschedule jobs and operations to resolve resource
problems and balance workload.
Constraint-based Scheduler
If you have installed Oracle Manufacturing Scheduling or Oracle Production Scheduling, the
constraint-based scheduling engine enables you to reschedule jobs based on your date if
constraints allow. The constraint-based scheduling engine uses requested due dates and
scheduling priorities.
Chapter 6 - Page 39
Discrete Jobs Window Rescheduling
s
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C
n
aWindow
Discrete
Rescheduling
na Jobs
r
h
t
s
i
n
r
o Jobs window enables you to:
K The nDiscrete
Reschedule individual jobs by modifying start or completion dates and times

Update the job quantity to increase or decrease your output
Enter job start and completion dates earlier than the current date
For standard jobs without routings, you enter a start date and time, the lead time for the job is
calculated by adding the job assembly's fixed and variable lead times, and multiplying this
sum by the job quantity. The completion date and time are then automatically forward
scheduled using this lead time. Similarly, if you enter a completion date and time, the start date
and time are automatically backward scheduled using this lead time.
For non-standard jobs without routing references, both the start and the completion dates and
times must be entered.
After changing your start quantity and saving your work, the Schedule Discrete Job window
appears for selecting a scheduling method. Your choices are Forwards from start date,
Backwards from completion date, and Manual.
Chapter 6 - Page 40
Operations Window Rescheduling
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C
an Rescheduling
Operations
na -tWindow
r
h
s
i
onmanually schedule and reschedule a job operation by changing one or more of its
Kr Youncan
dates.
Use midpoint rescheduling to reschedule around a bottleneck job operation. When you change
the start and completion dates, all other job operations are updated, along with material and
resource requirement dates. Select Reschedule on the Operations window to display the
Reschedule window and choose either:
First Unit Start Date: Reschedules the operation from its first unit start date (FUSD) and
time.
Last Unit Completion Date: Reschedules the operation from its last unit completion date
(LUCD) and time.
The reschedule date and time becomes the new FUSD or LUCD and time of the operation.
Operations that are before the operation being rescheduled are backward scheduled from this
date and time; operations that are after it are forward scheduled..
Chapter 6 - Page 41
Planning Recommendation Rescheduling
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an
Planning
Rescheduling
na Recommendation
r
h
t
s
i
n
r
o reschedule discrete jobs according to rescheduling recommendations from Oracle
K Youncan
Planning or from another planning or rescheduling system. If replanning is required, the

planning process creates new jobs or schedules to cover the new demand.
Use the Import Jobs and Schedules window to load the interface table to automatically
reschedule your jobs according to suggestions from the Planner Workbench or other sources.
The Planner Workbench enables you to update quantities, dates, and statuses for jobs.
Oracle planning products do not create planned orders or reschedule recommendations for nonstandard jobs; you manually define and reschedule non-standard jobs. However, if a nonstandard job is assigned an assembly bill of material, a routing, or bothplanning considers
the job's material requirements as demand and its assemblies as supply.
Chapter 6 - Page 42
Agenda
s
) ha
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na -tran
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s
i
Kr
non
Chapter 6 - Page 43
Using the Job Workbench
s
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i ( this
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i
a
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C
n
aWorkbench
Using
nathe Job
r
h
t
s
i
Kr The nJobonand Resource Workbenches provide a visual display of work on the shop floor. The
Job Workbench provides a job oriented view, while the Resource Workbench displays a
resource oriented view.
You can interactively reschedule, perform this manually or let the system automatically
schedule. Both views provide:
Gantt chart showing a visual display of work and resources on the shop floor
Ability to set a customized display
Drag and drop functionality for rescheduling
Ability to reschedule based on available resources and material
Adjustable bucket sizing for the Gantt chart and resource panes
Simultaneous and alternate resources can be invoked
Display of job related sales order and customer information
Ability to dispatch jobs to instances of machines
Chapter 6 - Page 44
Quiz
s
) ha
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ta den
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C
Answer:
na 1 -tran
h
s
i
Kr
non
Chapter 6 - Page 45
Using the Job Workbench
s
) ha
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cs ide
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a@ t Gu
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ta den
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i ( this
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i
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C
n
aWorkbench
Using
(continued)
nathe Job
r
h
t
s
i
n
r
K Current
noscheduling information is viewed on the Gantt chart:
Tree HierarchyDisplays jobs and resources. You can expand and collapse records.
Gantt Chart PaneConsists of a timeline in a horizontal bar chart for data on the tree.
Data display on the workbench is controlled by preferences selected in the Preference window.
You can select options for the tree display, bar display, and scheduling behavior.
The Session Filter and the Startup Filter windows enable you to display specific jobs in the tree
hierarchy and Gantt Chart, and eliminate jobs that do not meet your criteria. The Startup filter
sets the initial display each time you open the workbench, the Session filter is used to change
settings in a specific session. You can:
Select session filtering criteria to display other jobs and resources
Expand or collapse jobs and operations in the tree
Display resources and view resource capacity and load
Change the column spacing size on the pane
Change the date horizon displayed
Chapter 6 - Page 46
Tool Tip and Properties Windows
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C
a andtrProperties
an
Tool
Windows
nTip
h
s
i
n
r
K Toolntipo windows provide an ease of use mechanism for displaying information. The window is
displayed by rolling your cursor over the appropriate bar on the Gantt chart.
The Job tool tip window displays job information including name, progress of completed
operations, and date information.
The Job Operation tool tip window displays operation information including number,
sequence, progress and quantities in the intraoperation steps.
The Job Resource tool tip window displays resource information including name,
sequence and dates.
The Bar Inspector tool tip window provides scheduling accuracy by displaying start date
and end date information during a drag and drop action.
Properties windows contain information about dates, quantities, descriptions of the scheduling
data, and sales order and customer information. The Job Properties displays job information in
three tabbed areas: General, Sales Order Lines, and Components. The Resource Properties
window displays resources assigned to a particular job operation in two tabbed areas: the
General (data from the Resource Requirements window) and the Instances tab.
Chapter 6 - Page 47
Rescheduling on the Job and Resource Workbenches
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C
n the Job and Resource Workbenches
Rescheduling
na -traon
h
s
i
onmanually or automatically reschedule the start and end dates of a job, operation, or
Kr Youncan
resource using drag and drop method, the Edit Schedule window, and Automatic Reschedule
windows. On the Resource Workbench, consecutive resources are rescheduled by accessing the
popup menu.
Manually Rescheduling
Invoke the manual mode from the menu, toolbar, or popup menus.
Select a record to reschedule on the Gantt chart.
Grab and drag forward or backward. The Bar Inspector window displays, showing the
Start and End Dates, as you are moving the bar.
Automatically Rescheduling
Select Automatic Scheduling from the menu or toolbar.
Select a record to reschedule on the Gantt chart.
Position your cursor at the start or end of a job, operation, or resource bar and drag
forward or backward.
Chapter 6 - Page 48
The Automatic Reschedule window displays. Choose Schedule to generate new

scheduling data.
s
) ha
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na -tran
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non
Chapter 6 - Page 49
Resource Rescheduling
s
) ha
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k
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i ( this
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C
an
Resource
na Rescheduling
r
h
t
s
i
contain the Select Resource window, and the Resource Load pane to
on
Kr Bothnworkbenches
display shop floor resources.

Resource Load PaneThe load for each resource selected is displayed on this bar or
table view graph. Resource load includes all shop floor demand, not just demand
displayed on the workbench. When the job is scheduled using the infinite scheduler, there
are usage records for the operation resources. The load graph uses these usage records to
display the load used by the resource. The usage rate and the start and end times of the
operation resources correspond to each other.
Adjusting Resource CapacityYou can adjust resource capacity to respond to machine
or personnel availability on the Capacity Changes window. This includes:
- Delete or add a day of capacity, adjusting for overtime shifts or shop closures
- Add or delete resource units when resources are unavailable
- Adjust Assigned Units or Usage Rate for the resource
Chapter 6 - Page 50
Agenda
s
) ha
om
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cs ide
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a@ t Gu
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ta den
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C
na -tran
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s
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Kr
non
Chapter 6 - Page 51
Summary
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na -tran
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s
i
Kr
non
Chapter 6 - Page 52

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Setting Up Work in Process ............................................................................................................................2-1

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Work in Process Setup Steps .........................................................................................................................2-20

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Simulating a Discrete Job ..............................................................................................................................3-35

Updating Material Requirements...................................................................................................................4-1

Discrete Workstation .....................................................................................................................................4-27

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Scheduling Jobs and Resources .....................................................................................................................6-3

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Lead Time Elements......................................................................................................................................6-26

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Using the Discrete Workstation.....................................................................................................................7-47

Special Topics for Work in Process................................................................................................................9-1

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Appendix - Repetitive Scheduling ..................................................................................................................11-1

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Work In Process Fundamentals Ed 1 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.

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Oracle Work in Process Users Guide

Oracle Bills of Material User's Guide

Oracle Inventory Users Guide

System release bulletins

Installation and users guides

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Typographic Conventions in Text

lesson and chapter

Use the SELECT command to view information stored in the

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R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Click the Approve button.

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Typographical Conventions in Oracle Application Help System Paths

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

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R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Work In Process Fundamentals Ed 1 Table of Contents

Copyright Oracle Corporation, 2009. All rights reserved.

Overview of Work In Process

Copyright Oracle Corporation, 2009. All rights reserved.

Overview of Work In Process

Overview of Work In Process

Copyright Oracle Corporation, 2009. All rights reserved.

Overview of Work In Process

Copyright Oracle Corporation, 2009. All rights reserved.

Overview of Work In Process

Topics Covered in this Course

Copyright Oracle Corporation, 2009. All rights reserved.