Oracle Advanced Supply Chain Planning

Discrete Manufacturing

Agenda
Lab 1: Create Items ............................................................................................................................................. 4
Finished Good ................................................................................................................................................ 4
Create Subassembly ......................................................................................................................................... 5
Purchased Items .............................................................................................................................................. 6

Lab 2: Modify Organization Attributes .................................................................................................................... 8

Lab 3: Create Demand in D2 ................................................................................................................................. 9

Create a Forecast ............................................................................................................................................. 9

Lab 4: Create Item Substitute Set ......................................................................................................................... 11

Lab 5: Assign your Items to the Category Set for ASCP ........................................................................................... 12

Lab 6: Create Bill of Material .............................................................................................................................. 13

Create Bill of Material for XXAS66311in M1 ..................................................................................................... 13
Create an Alternate name ............................................................................................................................. 14
Create Bill of Material for XXSB66328 in S1 ..................................................................................................... 14
Create an Alternate Bill of Material for XXSB66328 in S1 .................................................................................... 15
Create Bill of Material for XXSB66328 in M2 .................................................................................................... 16

Lab 7: Create Resources ..................................................................................................................................... 17

Create Resource in M1 ................................................................................................................................... 17
Create Resource in S1 .................................................................................................................................... 18
Create Resource in M2 ................................................................................................................................... 19

Lab 8: Create Departments and associate Resources ................................................................................................ 20

Create Departments and associate Resources in M1 .............................................................................................. 20
Create Departments and associate Resources in S1 ............................................................................................... 21
Create Departments and associate Resources in M2 .............................................................................................. 22

Lab 9: Create Routings ...................................................................................................................................... 23

Create Routing for XXAS66311 in M1 .............................................................................................................. 23
Create Routing for XXSB66328 in S1 ............................................................................................................... 24
Create an alternative Routing for XXSB66328 .................................................................................................... 25
Create Routing for XXSB66328 in M2 .............................................................................................................. 26

Lab 10: Setup Suppliers ..................................................................................................................................... 27

Lab 11: Approved Supplier Lists .......................................................................................................................... 30

Lab 12: Create Sourcing Rules in the ERP Instance ................................................................................................. 33

Lab 13: Create Bills of Distribution ...................................................................................................................... 36

Lab 14: Create Assignment Set and Assign Sourcing Rules ....................................................................................... 38

3
Lab 1: Create Items

Finished Good

We are going to create a Finished Good and assign it to the M1, D1 and D2 Organizations, setting Global and Organization
attributes.

(Navigation) Inventory > Items > Master Items

Select M1 as a working Organization, you will then be redirected to V1

Item XXAS66311

Tools > Copy From

Item AS66311

(Button) Done
(Icon) Save

Organization Assignment Tab

Assign to D2 and M1

(Icon) Save

Attribute Groups Tab

4
Lab 1: Create Items

Create Subassembly

Create a Subassembly and assign it to the M1, M2, and S1 Organizations, setting Global attributes.

(Menu Bar) File > New

Item XXSB66328

Tools > Copy From

Item SB66328

(Button) Done
(Icon) Save

Organization Assignment Tab

Assign to M1, M2, S1

(Icon) Save

Attribute Groups Tab

5
Lab 1: Create Items

Purchased Items
(Navigation) Inventory > Items > Master Items

Item XXCM66321

Tools > Copy From

Item CM66321

(Icon) Save

Organization Assignment Tab

Assign to M1

(Icon) Save

6
Lab 1: Create Items

Repeat for the following Purchased Item

Item XXCM66326

Tools > Copy From

Item CM66326

(Button) Done

(Icon) Save

Organization Assignment Tab

Assign to M1, M2, S1

(Icon) Save

7
Lab 2: Modify Organization Attributes

Change Organization to M1

(Navigation) Inventory > Other > Change Organization

Modify Organizational Attributes

(Navigation) > Inventory > Items > Organization Items

Close the Find Form

Run Query for your Items

F11
XX%
CtrlF11

(Icon) Folder

Set the following Attributes as shown

Repeat for the Items in the M2 Organization

Repeat for the Items in the S1 Organization

Repeat for the Items in the D2 Organization

8
Lab 3: Create Demand in D2

Create a Forecast
Change Organization to D2
(Navigation) Inventory > Other > Change Organization

Create forecast for the XXAS66311 item

(Navigation) Advanced Planning > Source Instance Setups > Forecast > Sets

Forecast Set XX-FOR-SET

Description XX FORECAST SET
Forecast XX-FORCAST
Description XX FORECAST
(Icon) Save

(Button) Forecast Items

Item XXAS66311

(Icon) Save
(Button) Detail

9
Lab 3: Create Demand in D2
Bucket Days
Date Today + 1 Week
End Date Today + 12 Months
Current 700

(Icon) Save

Close the forms to the Forecast Set and re-query your Forecast Set

F11
XX FORSET
Ctrl F11

Click on the Forecast

(Button) Forecast Items

If you do not see XXAS66311 Item, re-enter it

(Icon) Save

10
Lab 4: Create Item Substitute Set
(Navigation) Inventory > Items > Item Relationships

(Button) New
From Item XXAS66311
To Item AS66311
Type Substitute
Reciprocal Checked
Planning Enabled Checked

(Button) Planning Details

Substitution Set XX SUBSTITUTION SET

Partial Fulfillment Un Checked
Effective Date Today
All Customers Checked

(Button) Save
Lab 5: Assign your Items to the Category Set for ASCP

Change Organization to V1
(Navigation) Inventory > Other > Change Organization

(Navigation) Inventory > Setup > Items > Categories > Category Set

Run Query for the ASCP CLASS

F11
ASCP CLASS
CtrlF11

Assign your Items to the NEW.MISC Category Code

(Button) Assign
Item Category
XXAS66311 NEW.MISC
XXSB66328 NEW.MISC
XXCM66321 NEW.MISC
XXCM66326 NEW.MISC
(Icon) Save

Note: The instructor has added AS66311 and CM66321 to the ASCP CLASS for use as
Item Substitution and Component Substitution respectively.
Lab 6: Create Bill of Material

Create Bill of Material for XXAS66311in M1

Change Organization to M1
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Bills > Bills

Item XXAS66311
Item Seq 10
Op Seq 1
Component XXCM66321
Quantity 1
Item Seq 20
Op Seq 1
Component XXCM66326
Quantity 1
Item Seq 30
Op Seq 1
Component XXSB66328
Quantity 1

Select your XXCM66321 item

(Button) Substitutes

Substitute Component CM66321

Click in the Descriptive Flexfield

Substitute Priority 1

(Icon) Save
Lab 6: Create Bill of Material

Change Organization to S1
(Navigation) Inventory > Other > Change Organization

Create an Alternate name

(Navigation) Bills of Materials > Setup > Alternates

(Menu Bar) File > New

Alternate XX ALTERN
Description XX ALTERNATE

(Icon) Save

Create Bill of Material for XXSB66328 in S1

(Navigation) Bills of Material > Bills > Bills

Item XXSB66328
Item Seq 10
Op Seq 1
Component XXCM66326
Quantity 3
(Icon) Save
Lab 6: Create Bill of Material

Create an Alternate Bill of Material for XXSB66328 in S1

(Navigation) Bills of Material > Bills > Bills

Item XXSB66328
Alternative XXALTERN
Item Seq 10
Op Seq 1
Component XXCM66326
Quantity 3

(Icon) Save

15
Lab 6: Create Bill of Material

Create Bill of Material for XXSB66328 in M2

Change Organization to M2
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Bills > Bills

Item XXSB66328
Item Seq 10
Op Seq 1
Component XXCM66326
Quantity 3
(Icon) Save
Lab 7: Create Resources

Create Resource in M1

Change Organization to M1
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Resources

Resource XX RES1 M1
Description XX RESOURCE 1 M1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000

(Button) Rates
Cost Type Frozen
Resource Unit Cost 200

(Icon) Save
Lab 7: Create Resources

Create Resource in S1

Change Organization to S1
(Navigation) Inventory > Other > Change Organization
Select the S1 Organization

(Navigation) Bills of Materials > Routings > Resources

Resource XX RES1 S1
Description XX RESOURCE 1 S1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 50
(Icon) Save

Create Second Resource

Resource XX RES2 S1
Description XX RESOURCE 2 S1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 100
(Icon) Save

Create Third Resource

Resource XX RES3 S1
Description XX RESOURCE 3 S1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 75
(Icon) Save
Lab 7: Create Resources

Create Resource in M2

Change Organization to M2
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Resources

Resource XX RES1 M2
Description XX Resource 1 M2
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 1000
(Icon) Save
Lab 8: Create Departments and associate Resources

Create Departments and associate Resources in M1

Change Organization to M1
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Departments

Department XX DEPT M1
Class Production
(Button) Resources

Resource XX RES1 M1
Available 24 Hours Unchecked
Units 1

Planning Tab
Exception Set ES-ASCP

(Button) Shifts
Shift Number 4

(Icon) Save
Lab 8: Create Departments and associate Resources

Create Departments and associate Resources in S1

Change Organization to S1
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Departments

Department XX DEPT S1
Class Production

(Button) Resources
Main Tab
Resource XX RES 1 S1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 1
(Icon) Save

Main Tab
Resource XX RES 2 S1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 4
(Icon) Save
Main Tab

Resource XX RES 3 S1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 1
(Icon) Save
Lab 8: Create Departments and associate Resources

Create Departments and associate Resources in M2

Change Organization to M2
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Departments

Department XX DEPT M2
Class Production
(Button) Resources

Main Tab
Resource XXRES1 M2
Available 24 Hours Unchecked
Units 1

Planning Tab
Exception Set ES-ASCP

(Button) Shifts
Shift Number 4

(Icon) Save
Lab 9: Create Routings

Create Routing for XXAS66311 in M1

Change Organization to M1
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Routings

Item XXAS66311
Alternate Null

Operations
Op Seq 10
Department XXDEPT M1

(Button) Operations Resources

Res Seq 10
Resource XXRES 1 M1
Usage 0.008

Scheduling Tab
Schedule Yes

(Icon) Save
Lab 9: Create Routings

Create Routing for XXSB66328 in S1

Change Organization to S1
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Material > Routings > Routings

Item XXSB66328
Alternate Null
Operations
Op Seq 10
Department XXDEPT S1

(Button) Operations Resources

Res Seq 10
Resource XX RES1 S1
Usage 0.064

Scheduling Tab
Schedule Seq 1
Substitute Group Number 1
Assigned units 1
Schedule Yes

(Button) Alternates

Res Seq 10
Resource XX RES3 S1
Usage 0.064

Scheduling Tab
Schedule Seq 1
Replacement Group 1
Substitute Group Number 1
Assigned units 1
Schedule Yes

(Icon) Save
Lab 9: Create Routings

Create an alternative Routing for XXSB66328

(Navigation) Bills of Material > Routings > Routings

Item XXSB66328
Alternate XX ALTERN
Operations
Op Seq 10
Department XXDEPT S1

(Button) Operations Resources

Res Seq 10
Resource XXRES2 S1
Usage 0.064

Scheduling Tab
Schedule Yes
(Icon) Save
Lab 9: Create Routings

Create Routing for XXSB66328 in M2

Change Organization to M2
(Navigation) Inventory > Other > Change Organization

(Navigation) Bills of Materials > Routings > Routings

Item XXSB66328
Alternate Null
Operations
Op Seq 10
Department XXDEPT M2

(Button) Operations Resources

Res Seq 10
Resource XXRES1 M2
Usage 0.064
Scheduled Tab
Schedule Yes

(Icon) Save
Lab 10: Setup Suppliers
(Navigation) Purchasing > Supply Base > Suppliers

(Button) Create Supplier

Organization Name XX SUPP 1

(Button) Apply

(Link) Address Book

(Button) Create
Lab 10: Setup Suppliers
Add Address elements that are required

Country United States

Address Line 1 1
Address Name XX SITE 1
Address Purpose Purchasing

(Button) Continue

Acknowledge the Error

(Button) Continue

Select your Site

(Button) Apply
Lab 10: Setup Suppliers
Create a second Supplier

Click on the Suppliers Tab

(Button) Create Supplier
Organization Name XX SUPP 2 (Button)
Apply

(Link) Address Book

(Button) Create

Add Address elements that are required

Country United States
Address Line 1 2
Address Name XX SITE 1
Address Purpose Purchasing
(Button) Continue

Acknowledge the Error

(Button) Continue

Select your Site

(Button) Apply
Lab 11: Approved Supplier Lists
Setup Approved Supplier List in M1

Change Organization to M1
(Navigation) Inventory > Other > Change Organization

(Navigation) Purchasing > Supply Base > Approved Supplier List

Type
Item
Item XXCM66321

Key Attributes Tab

Business Direct
Supplier XX SUPP 1
Supplier Site XX SITE 1
Status Approved

Record Details Tab

Global Yes

(Button) Attributes

Planning Constraints Tab

Supplier Capacity Calendar Vision01
Capacity
From Date Today
To Date Today + 8 weeks
Capacity per day 500

(Icon) Save
Lab 11: Approved Supplier Lists

Close back to Approved Supplier List header

For the XXCM66321 create a second approved supplier

Suppliers
Record Details Tab
Business Direct
Supplier XX SUP 2
Supplier Site XX SITE 1
Status Approved

Record Details Tab

Global Yes

(Button) Attributes

Planning Constraints Tab

Supplier Capacity Calendar Vision01
Capacity
From Date Today
To Date Today + 8 weeks
Capacity per day 300

(Icon) Save
Lab 11: Approved Supplier Lists

Close back to Approved Supplier List header

Type
Item
Item XXCM66326

Key Attributes Tab

Business Direct
Supplier XX SUPP 1
Supplier Site XX SITE 1
Status Approved

Record Details Tab

Global Yes

(Icon) Save

For the XXCM66326 create a second approved supplier

Key Attributes Tab

Business Direct
Supplier XX SUPP 2
Supplier Site XX SITE 1
Status Approved

Record Details Tab

Global Yes

(Icon) Save
Lab 12: Create Sourcing Rules in the ERP Instance

Change Organization to M1
(Navigation) Inventory > Other > Change Organization

(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Sourcing Rules

Create Sourcing Rule for XXCM66321

Name XX SOURCE 66321

Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 100
Rank 1

Next Line
Type Buy From
Supplier XX SUPP 2
Supplier Site XX SITE 1
Allocation 100
Rank 2

(Icon) Save

Create Sourcing Rule for XXCM66326

Name XX SOURCE 66326

Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 60
Rank 1

Next Line
Type Buy From
Supplier XX SUPP 2
Supplier Site XX SITE 1
Allocation 40
Rank 1

(Icon) Save
Lab 12: Create Sourcing Rule in the ERP Instance
Create Sourcing Rule in S1
Change Organization to S1
(Navigation) Inventory > Other > Change Organization

(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Sourcing Rules

Name XX SOURCE S1
Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 100
Rank 1

(Icon) Save
Lab 12: Create Sourcing Rules in the ERP Instance

Create Sourcing Rule in M2

Change Organization to M2
(Navigation) Inventory > Other > Change Organization

(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Sourcing Rules

Name XX SOURCE M2
Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 100
Rank 1

(Icon) Save
Lab 13: Create Bills of Distribution
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Bills of Distribution

Name XX BOD 66311

Receiving Organization
Org M1
Shipping Organization
Type Make at
Org M1
Allocation 100
Rank 1
Shipping Method Null
Intransit Time Null

(Icon) Save

Receiving Organization
Org D2
Shipping Organization
Type Transfer From
Org M1
Allocation 100
Rank 1
Shipping Method Overnight
Intransit Time 1
(Icon) Save

(Icon) Save
Lab 13: Create Bills of Distribution
Click in the Name Field
(Menu Bar) File > New

Name XX BOD 66328 Intransit Time 1

Receiving Organization
Org M1
Shipping Organization
Type Transfer from
Org S1
Allocation 100
Rank 1
Shipping Method Truck
Intransit Time 3

Type Transfer from

Org M2
Allocation 100
Rank 2
Shipping Method Overnight

(Icon) Save

Receiving Organization
Org S1

Shipping Organization
Type Make at
Org S1
Allocation 100
Rank 1
Shipping Method Null
Intransit Time Null

(Icon) Save

Receiving Organization
Org M2

Shipping Organization
Type Make at
Org M2
Allocation 100
Rank 1
Shipping Method Null
Intransit Time Null

(Icon) Save
Lab 14: Create Assignment Set and Assign Sourcing Rules
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Assign Sourcing Rule/BOD

Assignment Set XX ASSIGNMENT SET

Assigned to OrganizationItem/Category Type Sourcing Rule/BOD

Item-Organization M1 XXCM66321 Sourcing Rule XX SOURCE 66321
Item-Organization M1 XXCM66326 Sourcing Rule XX SOURCE 66326
Organization S1 Sourcing Rule XX SOURCE S1
Organization M2 Sourcing Rule XX SOURCE M2
Item XXAS66311 Bill of Distribution XX BOD 66311
Item XXSB66328 Bill of Distribution XX BOD 66328

(Icon) Save