Release 12 Field Readiness Workshop

OPM Quality

Copyright 2006, Oracle. All rights reserved.

Purpose: This document provides an overview of features and enhancements included in Release 12. It is intended solely to help you assess the business benefits of upgrading to Release 12. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Copyright 2006, Oracle. All rights reserved.

OPM Quality Delta Summary

Enhanced Receiving
Inspection

Lot Expiration/Retest
Triggers

Lot Status, Grade Decisions Lot UOM Conversion

Recommendations

Standardize

Sample

Analyze

Disposition

Report

Copying Specs

Enhanced Lot
Genealogy

Process Improvement

Batch Nonconformances
Workflow-Driven Processes and Electronic Records

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Common Inventory for OPM Quality

Copyright 2006, Oracle. All rights reserved.

Common Inventory for OPM Quality Functional Deep Dive Agenda

Product Review Business Needs/Deltas Demonstration Implementation Considerations Integration Considerations Upgrade Considerations Lessons Learned

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Common Inventory for OPM Quality Business Needs

New Feature
Quality Lab as an Inventory Organization Specs, Samples, and Stability Studies for Item Revisions Samples for Parent Lots Sample Quantity Issue Transaction Sample Traceability through Lot Transactions

Market Drivers / Customer Needs

Independent Quality labs from R&D labs On-hand inventory tracking by item revision Support of lot updates (grade, status) affecting all sublots Miscellaneous adjustment as an ambiguous txn source Visibility to Process Quality results from a Discrete inventory organization Standardization of organization parameters instead of profile options Common definition of Inventory setup

Benefits
Separate resources, inventory, and costing for quality activities Accurate modeling and differentiation of item attributes by revision Reduced cost of inspection by aggregating sublot attributes Improved traceability of inventory consumed in quality testing Reduced cost of inspection by eliminating redundant testing

Organization Parameters

Global and organization-specific definition of parameters

Expanded grade, standardization of transaction reasons

Grade, Actions, and Reasons

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Common Inventory for OPM Quality Demonstration Scenarios

Quality specifications with common Inventory:
Copy specifications

Quality sampling with common Inventory:

Sample creation workflow based on:

Miscellaneous receipt Lot expiration

Inventory sample for an item revision Lot genealogy on Process samples

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Common Inventory for OPM Quality Implementation Considerations

Common Inventory setup for Process and Discrete users
Inventory organization as the owning organization of OPM Quality entities Process Quality-enabled item in the owning organization

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Common Inventory for OPM Quality Integration Considerations

Dependencies
Oracle Inventory

Process Quality-enabled items Lot Expiration/Retest concurrent program Transaction Type for Sample Quantity Issue Material Status Lot / Parent Lot Lot Specific Conversions Grade used by Purchasing and Order Management Actions used only by OPM Quality Reasons used by inventory transactions

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Common Inventory for OPM Quality Upgrade Considerations

Migration considerations:
Map organizations prior to migrating Set up the quality lab as an inventory organization Migrate sample source warehouse/location to subinventory/locator in the same inventory organization Grade: 8 characters becomes 150 characters

Added to most OPM Quality tables:

New columns that reference Oracle Inventory Migrated indicator

Refer to the OPM Migration Reference Guide for more details

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Common Inventory for OPM Quality Lessons Learned from Field Testing
Known gaps:
Spec matching on WIP or Inventory samples during lot allocation in Process Execution

Select Available Inventory from GME screen

Mass update for expired lot status change through the Material Workbench

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Common Inventory for OPM Quality Technical Deep Dive Agenda

Data Model Changes Parameters Form Structure Concurrent Programs Application Programming Interfaces (APIs) Feature Q&A

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Common Inventory for OPM Quality Data Model Changes

Table Name
GMD_QUALITY_CONFIG GMD_TEST_METHODS

Feature
Process Quality Parameters Tests

Change
Added Organization_ID, Auto_Complete_Batch_Step Added Organization_ID, Inventory_Item_ID

GMD_SPECIFICATIONS_B
GMD_INVENTORY_SPEC_VRS

Specifications
Specifications Validity Rule

Added Owner_Organization_ID, Inventory_Item_ID, Revision

Added Organization_ID, Parent_Lot_Number, Lot_Number, Subinventory, Locator_ID, Out_Of_Spec_Lot_Status_Id and In_Spec_Lot_Status_Id Added Organization_ID, Org_ID, Out_Of_Spec_Lot_Status_Id and In_Spec_Lot_Status_Id Added Organization_ID, Auto_Complete_Batch_Step ,Out_Of_Spec_Lot_Status_Id and In_Spec_Lot_Status_Id

GMD_SUPPLIER_SPEC_VRS

Supplier Validity Rule

GMD_WIP_SPEC_VRS

WIP Validity Rules

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Common Inventory for OPM Quality Data Model Changes

Table Name
GMD_CUSTOMER_SPEC_VRS

Feature
Customer Validity Rule

Change
Added Organization_ID, Out_Of_Spec_Lot_Status_Id and In_Spec_Lot_Status_Id
Added Locator_Organization_Id, Subinventory, Locator_Id, Resource_Organization_Id Added Organization_ID, Inventory_Item_ID, Revision, Parent_Lot_Number, Lot_Number, Subinventory, Locator_ID and Material_Detail_ID Added Organization_ID, Inventory_Item_ID, Revision, Parent_Lot_Number, Lot_Number, Subinventory, Locator_ID and Material_Detail_ID

GMD_MONITORING_SPEC_VRS

Monitoring Validity rule Samples

GMD_SAMPLES

GMD_SAMPLING_EVENTS

Sampling Events

GMD_COA_HEADERS
GMD_RESULTS

Reports
Results

Added Organization_ID, Inventory_Item_ID, Revision, Lot_Number, Subinventory

Added Organization_Id, Test_Qty_Uom, Lab_Organization_Id,Test_Kit_Lot_Number, Test_Kit_Inv_Item_Id

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Common Inventory for OPM Quality Data Model Changes

Table name
GMD_STORAGE_PLAN_DETAILS
GMD_SS_STORAGE_PACKAGE GMD_STABILITY_STUDIES_B GMD_SS_MATERIAL_SOURCES

Feature
Samples
Stability Study Stability Study Stability Study

Change
Added Storage_Locator_Id, Storage_Organization_Id, storage_Subinventory
Added Organization_ID, Inventory_Item_ID, Revision Added Inventory_Item_Id, Lab_Organization_Id, Organization_Id, Revision Added Source_Organization_ID, Lot_Number

GMD_SS_VARIANTS
GMD_SS_STORAGE_HISTORY

Stability Study
Stability Study

Added Storage_Locator_Id, Storage_Organization_Id, Storage_Subinventory

Added Organization_ID, Subinventory, Locator_ID

Related views also have been modified to include these columns Please refer to the Technical TOI for more information

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Common Inventory for OPM Quality Form Structure

Process Quality Parameters
Process quality related profile options are replaced by quality setup parameters. All the parameters are defined at the organization level Classification of the organization as Quality Laboratory Plant and Laboratory flag values defaulted from NPD parameters.

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Profile Options Replaced by Quality Parameters

Profile Option Name Feature Area

GMA: Default Organization
GMD: Default Lab Organization GMD: Exact Specification Match GMD: Specification Version Control GMD: Include Optional Tests in Sample Disposition Samples and Stability Study Specification Specification Samples

Optional - Replaced By
Context Org selection

Process Quality Parameters Process Quality Parameters Process Quality Parameters

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Process Quality Parameters

Profile Options Replaced by Parameters

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Common Inventory for OPM Quality Form Structure

Process Quality Parameters
Set Document Numbering for Sample and Stability Studies Assignment type can be either Manual or Automatic Last assigned value is stored to get the next number Zero padding to the Sample or Stability Study number is not available

E.g. 00001 is now 1

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Process Quality Parameters

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Common Inventory for OPM Quality Form Structure

Copy Specifications
Invoked from the Action menu of specifications form. Copy an approved specification from owner organization to multiple inventory organizations. Specifications copied to the organizations with status New Easier Navigation.

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Copy Specification

Note These slides should provide the details about how Form structure has changed.

User can select the organizations he/she has access to

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Common Inventory for OPM Quality Form Structure

Specifications, Validity Rules, Samples and Results
Forms modified to add Item Revision, Parent Lot, Subinventory, Locator fields Item Fields have been implemented as Key flex field Entities are context organization specific. Need to select a context organization while opening the forms.

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Specifications

Item Key Flex field

Item Revision

Note These slides should provide the details about how Form structure has changed.

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Validity Rules

New Fields

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Samples

New Fields

User should select the value from LOV. Its not defaulted automatically

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Automatic Batch Step Completion Setup

Automatic Batch Step Completion
If using Control Batch Step Status, acceptable results can complete the batch step. Added new check box Complete Batch Step Automatically to Process Quality Parameters and WIP Validity Rules Forms
When the Final Sample Group Disposition is changed to:
Accept Accept with Variance Cancel Reject

Batch Step Quality Status

Results In Spec Results In Spec Remains in current status Action Required

If enabled, Automatic Batch Step Completion Performed?

Yes Yes No No

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Common Inventory for OPM Quality Concurrent Programs

Run concurrent program to initiate workflow events:
Lot and serial date notification Sample creation notification based on lot expiration or retest

If the inventory organization is Process-enabled and the item is Process Quality-enabled If item specification without any item revision and an inventory validity rule are applicable

View concurrent request log file for errors or warnings

Leave Date Context blank to find all attributes

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Common Inventory for OPM Quality API Changes

Public API Name
GMD_SPEC_PUB (GMDPSPCS/B.pls) GMD_OUTBOUND_APIS_PUB (GMDOAPIS/B.pls)

Feature Area
Specifications

Brief Description of Change

Replaced the references to OPM Inventory tables with Oracle Inventory tables. Added code for revision. Replaced the references to OPM Inventory tables with Oracle Inventory tables. Added code for revision, Parent Lot, Subinventory and Locator. Procedure parameters for fetch_composite_results, fetch_samples, fetch_test_methods, fetch_spec_vrs have been modified to reflect these changes. Replace the references to OPM Inventory tables with Oracle Inventory tables. Added code for revision, Parent Lot, Subinventory and Locator. Replace the references to OPM Inventory tables with Oracle Inventory tables. Added code for revision, Parent Lot, Subinventory and Locator.

Specifications Specification Validity Rules Samples Results Specification Validity Rules Samples

GMD_SPEC_VRS_PUB (GMDPSVRS/B.pls) GMD_SAMPLES_PUB (GMDPSMPS/B.pls)

GMD_RESULTS_PUB (GMDPRESS/B.pls)

Results

Replace the references to OPM Inventory tables with Oracle Inventory tables. Added code for revision, Parent Lot, Subinventory and Locator. Procedure parameters have been modified to reflect these changes.

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Enhanced Receiving Inspection

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Enhanced Receiving Inspection Functional Deep Dive Agenda

Product Review Business Needs/Deltas Demonstration Implementation Considerations Integration Considerations Upgrade Considerations Lessons Learned

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Enhanced Receiving Inspection Business Need

New Feature
Closed loop inspection where quality samples are inline with quality collections at receiving inspection

Business Need
One-way notification for sample analysis without returning results

Benefits
Streamline communications between Receiving and Quality Assurance Reduce risk of nonconformance downstream in the supply chain

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Enhanced Receiving Inspection Delta Summary

Inline inspection support at the time of creating receipt into receiving location Leverages Oracle Quality interface Introduced OPM Quality collection element for Sample Disposition Results entry through the Oracle Quality collection plan Update Inventory based on Inspection

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Enhanced Receiving Inspection User Interactions

RECEIVING CLERK QUALITY INSPECTOR QUALITY TECHNICIAN QUALITY MANAGER

Receive purchase order Require inspection

Analyze sample(s)

Inspection required

Workflow

Purchase order receipt

Sample analysis

Create Test Disposition

Collection plan results Inventory delivery or Supplier return

Sample group disposition: Accept, Accept with Variance, or Reject

Enter results against collection plan

Inspection result: Accept or Reject

Enter inspection result to complete receipt

Accept Reject

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Enhanced Receiving Inspection Demonstration Summary

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Enhanced Receiving Inspection Implementation Considerations

Add collection element for sample group disposition meaning instead of code and include in collection plan
See Customization and Extensibility Options slide

Existing validation for collection elements:

Prevent entry of Inspection Result until sample group disposition is final (e.g. Accept, Accept with Variance, or Reject)

Reject the Input error message for Inspection Result collection element can be modified

Process guideline:
Total receipt line quantity should equal either Accepted Quantity or Rejected Quantity i.e. no partial quantities

Enter one result row (e.g., 100 received, 100 accepted) in the collection plan
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Enhanced Receiving Inspection Implementation Considerations OPM Quality

SETUP
OPM Quality

Item specification
Material analysis tests in the quality lab

Define specification and validity rule

Inventory or supplier spec validity rule Enable receiving workflow

Receiving into receiving location

Enable Receiving business event for sample creation workflow

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Enhanced Receiving Inspection Implementation Considerations Oracle Quality

SETUP
Oracle Quality

Set profile option to QA (Oracle Quality) Collection plan

Copy the OPM Receiving Inspection plan Add visual inspection tests at the receiving dock Add Inspection Transactions Add collection triggers

Set QA: PO Inspection profile option

Define OPM receiving inspection collection plan Add collection transaction for inspection

E.g., Item to be inspected

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Enhanced Receiving Inspection Implementation Considerations Oracle Quality

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Enhanced Receiving Inspection Implementation Considerations Oracle Purchasing

SETUP
Oracle Purchasing

Configure receipt routing to Inspection at various levels

Item Master > Receiving tab Purchasing > Setup > Organizations > Receiving Options Purchase Order > Shipments > Receiving Controls button

Set PO for inspection receipt routing

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Enhanced Receiving Inspection Lessons Learned from Field Testing

Oracle Quality implementation considerations
Collection plan at the receipt level but OPM samples at the receipt line level

E.g., Same item received multiple times in a single receipt

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Enhanced Receiving Inspection Technical Deep Dive Agenda

UI Flow and Processing Troubleshooting Recommendations Customization and Extensibility Options Feature Q&A

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Enhanced Receiving Inspection UI Flow and Processing

Receiving Inspection - Prototype Demo Flow
Receiving Oracle Quality
Collection Plan Form: View seeded collection element for OPM sample group disposition. Trigger from Receipts Form or Receiving Open Interface

OPM Quality

Oracle Inventory

Receiving Transactions Form: Receive quantity into a receiving location.

OPM Quality Sample Creation Workflow is launched.

Select "Inspect" button Retrieve OPM sample group disposition.

Samples Form: Create samples from the workflow notification.

Results Form: Record results for each sample.

Select Collection Plan

Enter Results Form: Step 1 - Record visual inspection results.

Change Disposition Form: Assign the final sample group disposition.

Enter Results Form: Step 2 - Check the OPM sample group disposition for Accept, Accept with Variance, or Reject. Receiving Transactions Form: Deliver accepted quantity into inventory. Leave rejected quantity in receiving or quarantine location.

Enter Results Form: Step 3 - Enter Inspection Result as "Accept" or "Reject" with appropriate quantities. Inventory is updated with quantity received.

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Enhanced Receiving Inspection Troubleshooting

If there is no sample creation notification,
Check that the OPM Quality Receiving Sample Creation (oracle.apps.gml.po.receipt.created) business event and subscription is enabled

If there is no collection plan available at receiving,

Check for valid collection triggers for the plan

Refer to the Oracle Quality TOI and Users Guide for more information

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Enhanced Receiving Inspection Customization and Extensibility Options

OPM Receiving Inspection Plan is seeded with Sample Group Disposition Code
Instead hide the code and add a collection element for Sample Group Disposition Meaning
Code 0PL 0RT 1P 2I 3C 4A 5AV 6RJ 7CN Description (Meaning) Planned Retain Pending In Progress Complete Accept Accept with Variance Reject Cancel select meaning from gem_lookups gm where gm.lookup_type = 'GMD_QC_SAMPLE_DISP' and lookup_code = Collection element value

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Wrap Up/ Q&A

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Additional Resources

For Consulting and Support:

OPM Release 12 TOI Page:

http://opm.us.oracle.com/Home/Overview/12_proc_mfg_toi_ main.html http://ebiz.us.oracle.com

Oracle E-Business Suite TOI Center

For Partners:
Oracle PartnerNetwork:

http://oraclepartnernetwork.oracle.com

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Contacts

Product Management
Elaine Wan elaine.wan@oracle.com +1 (650) 506-5491

Development
Rajesh Kulkarni rajesh.kulkarni@oracle.com +1 (914) 524-1683

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Thank You
Thank You

Copyright 2006, Oracle. All rights reserved.