Oracle Process Execution
Oracle Process Execution
Oracle Process Execution
March 2020
Oracle Process Manufacturing Process Execution User's Guide, Release 12.2
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Contents
Preface
3 Setting Up
Setting Up in Other Applications............................................................................................. 3-1
Setting Up Parameters............................................................................................................... 3-3
Setting Up Make to Order Rules............................................................................................... 3-8
Setting Up Profile Options......................................................................................................3-10
iii
Setting Profile Options for Process Manufacturing Command Center................................... 4-3
6 Batch Creation
Understanding Batches............................................................................................................. 6-2
Understanding Batch Status.................................................................................................... 6-14
Finding a Batch........................................................................................................................ 6-15
Creating a Batch or Firm Planned Order................................................................................ 6-17
Creating a Batch or Firm Planned Order in Response to a Sales Order.................................6-21
Heat Number........................................................................................................................... 6-22
Substituting Items During Batch Creation............................................................................. 6-23
Selecting Validity Rules for a Batch....................................................................................... 6-23
Rerouting a Batch.................................................................................................................... 6-24
Editing a Batch......................................................................................................................... 6-25
Understanding Mass Batch Transactions............................................................................... 6-39
Finding Batches for Mass Batch Transactions........................................................................ 6-40
Using the Mass Batch Actions Window..................................................................................6-43
Picking Ingredients for a Batch............................................................................................... 6-48
Defining Picking Rules........................................................................................................... 6-48
Understanding Task Creation................................................................................................. 6-48
Understanding Cross Docking................................................................................................ 6-49
Understanding Batch Step Quantity Calculations................................................................. 6-50
Finding Batch Steps................................................................................................................. 6-51
Editing Batch Steps..................................................................................................................6-52
Editing Batch Step Dependencies........................................................................................... 6-63
Editing Batch Step Activities.................................................................................................. 6-66
Editing Batch Step Resources.................................................................................................. 6-69
Adding or Modifying Process Parameters.............................................................................. 6-75
Associating Batch Steps with Items........................................................................................ 6-77
Using the Theoretical Yield Calculation................................................................................. 6-79
Understanding Batch Scaling.................................................................................................. 6-80
Scaling a Batch or Firm Planned Order.................................................................................. 6-88
iv
Rescheduling a Batch.............................................................................................................. 6-90
Yield Measurement in Process Manufacturing...................................................................... 6-91
Managing Batches Using the Batch Open Interface............................................................... 6-99
7 Holding a Batch
Overview of Batch Hold............................................................................................................ 7-1
Creating a Batch Hold............................................................................................................... 7-2
Defining a New Hold Reason................................................................................................... 7-6
Releasing a Batch Hold............................................................................................................. 7-6
Viewing Hold History for a Batch............................................................................................ 7-7
8 Batch Materials
Using Reservations, Move Orders, and Transactions.............................................................. 8-2
Understanding Batch Reservations........................................................................................... 8-3
Creating High-Level Reservations............................................................................................ 8-3
Creating Detailed-Level Reservations...................................................................................... 8-4
Entering Reservations............................................................................................................... 8-5
Creating Reservations Using the Simulator and Optimizer.................................................... 8-6
Transacting Materials................................................................................................................ 8-6
Viewing Material Transactions............................................................................................... 8-11
Using the Lot Entry and Serial Entry Windows..................................................................... 8-12
Viewing Material Exceptions.................................................................................................. 8-13
Editing Material Transactions................................................................................................. 8-17
Viewing Move Orders............................................................................................................. 8-21
Entering Pending Product Lots............................................................................................... 8-22
Managing Inventory Shortages............................................................................................... 8-24
Using the Select Available Inventory Window...................................................................... 8-25
Reserving a Batch as a Supply Source for Inventory Reservations....................................... 8-26
Integrating Process Execution with Mobile Supply Chain Applications.............................. 8-26
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10 Batch Production
Releasing a Batch..................................................................................................................... 10-1
Unreleasing a Batch................................................................................................................. 10-2
Releasing a Batch Step............................................................................................................ 10-3
Unreleasing a Batch Step......................................................................................................... 10-4
Checking Material Status When Consuming Ingredients..................................................... 10-4
Checking Lot Status When Yielding Product......................................................................... 10-5
Understanding Incremental Backflushing............................................................................. 10-6
Calculating Resource Usage for an Incremental Backflush................................................. 10-12
Performing Incremental Backflushing................................................................................. 10-26
Editing Batch Steps in Production........................................................................................ 10-29
Understanding Charges.........................................................................................................10-29
Using Operation Charge Step Dependencies....................................................................... 10-30
Calculating Charges for Dependent Steps........................................................................... 10-30
Understanding Activity Factors............................................................................................ 10-32
Editing Resource Transactions.............................................................................................. 10-33
Recording Batch Operation Work in Process....................................................................... 10-36
11 Batch Completion
Understanding Batch Completion.......................................................................................... 11-1
Completing a Batch................................................................................................................. 11-2
Reverting a Batch to Work in Process..................................................................................... 11-2
Closing a Batch........................................................................................................................ 11-3
Reopening a Closed Batch....................................................................................................... 11-3
12 Inquiries
Running a Production Schedule Inquiry................................................................................ 12-2
Interpreting a Production Schedule Inquiry.......................................................................... 12-3
Running a Work in Process Inquiry....................................................................................... 12-5
Interpreting a Work in Process Inquiry.................................................................................. 12-6
Interpreting Work in Process Inquiry Details........................................................................ 12-7
Running a Material Variance Inquiry.................................................................................... 12-9
Interpreting a Material Variance Inquiry............................................................................. 12-10
Interpreting a Material Variance - Ingredient Inquiry.........................................................12-12
Interpreting a Material Variance - Step Details Inquiry...................................................... 12-15
Running a Batch Step Variance Inquiry............................................................................... 12-17
Interpreting a Batch Step Variance Inquiry - Summary.......................................................12-18
Interpreting Batch Step Variance Inquiry - Details............................................................. 12-20
Interpreting Batch Step Variance Inquiry - Activities......................................................... 12-23
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Interpreting Batch Step Variance Inquiry - Activity Resources...........................................12-25
Running a Resource Variance Inquiry..................................................................................12-28
Interpreting Resource Variance Details................................................................................12-28
Interpreting Resource Usage................................................................................................. 12-30
Interpreting Resource Usage Details.................................................................................... 12-32
Viewing Material Details...................................................................................................... 12-34
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16 Production Scheduler Workbench
Understanding the Production Scheduler Workbench.......................................................... 16-1
Using the Production Scheduler Workbench......................................................................... 16-8
Configuring Scheduler Startup Parameters............................................................................16-9
Using the Filter...................................................................................................................... 16-11
Displaying the Document Properties................................................................................... 16-12
Displaying the Operation Properties.................................................................................... 16-14
Displaying the Activity Properties....................................................................................... 16-15
Displaying the Resource Properties......................................................................................16-16
Rescheduling a Batch or Firm Planned Order...................................................................... 16-17
Rescheduling Batch Steps..................................................................................................... 16-18
Displaying Composite Resources......................................................................................... 16-20
Rescheduling a List of Batches..............................................................................................16-21
Changing or Finding an Organization.................................................................................. 16-22
D Function Security
Function Security...................................................................................................................... D-1
F Troubleshooting / FAQ's
Troubleshooting / FAQ's........................................................................................................... F-1
Glossary
Index
viii
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ix
Preface
Intended Audience
Welcome to Release 12.2 of the Oracle Process Manufacturing Process Execution User's
Guide.
This guide assumes that you have working knowledge of your business area's
processes, tools, principles, and customary practices. It also assumes that you are
familiar with Oracle Process Manufacturing. If you have never used Oracle Process
Manufacturing, we suggest you attend one or more of the Oracle Process
Manufacturing training classes available through Oracle University.
See Related Information Sources on page xiv for more Oracle E-Business Suite product
information.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.
Structure
1 Understanding Process Execution
This chapter provides the fundamentals of Oracle Process Manufacturing Process
xi
Execution. It presents the basic tasks, responsibilities, and process flow required to
produce a product. You are given a basic understanding of navigation and
workbenches.
2 Process Manufacturing Command Center
3 Setting Up
The Oracle Process Manufacturing Process Execution application is seamlessly
integrated to the Product Development application. Therefore, setup in Oracle Process
Manufacturing Process Execution is limited to modifications that are associated to
recipes and validity rules in order to produce the production batch. This topic provides
the setup requirements.
4 Process Manufacturing Command Center Setup
5 Firm Planned Orders
This topic provides a general understanding of firm planned orders, including how to
find one once it is created on the Create Batch/Firm Planned Order window. You are
shown how to modify a firm planned order, how to select validity rules, and reroute it.
You are also shown how to reschedule the firm planned order. This topic also discusses
how to convert the firm planned order to a batch, how to display material details in the
order, and how to scale the firm planned order. Creating a firm planned order is similar
to creating a batch.
Refer to Creating a Batch or Firm Planned Order, page 6-17 for more information on
creating a firm planned order.
6 Batch Creation
This topic provides a basic understanding of batches and batch status. You are shown
how to find a batch, create a batch or firm planned order, select validity rules for a
batch, reroute a batch, pick a batch, and how to edit a batch. The process of finding and
editing batch details is presented. You are also shown how to find individual batch
steps and edit specific information in them, including batch step dependencies, and step
activities. Other topics covered are the editing of batch step resources, the association of
batch steps to items, and using the theoretical yield calculation. You are shown how to
scale a batch or firm planned order, and how to reschedule a batch.
7 Holding a Batch
This chapter explains how to create and release hold for a batch.
8 Batch Materials
Understand and use batch reservations, material move orders, and inventory
transactions. Understand differences between high-level reservations and detailed-level
reservations. Create detailed-level reservations. Understand material transactions. View
move orders and enter pending product lots. Understand how to manage inventory
shortages and to reserve a batch as a supply source for inventory reservations. Cross-
integrate the Process Execution application with Mobile Supply Chain applications for
Oracle Process Manufacturing.
9 Ingredient Picking Workbench
Understand how to find and pick ingredients for a batch. View the batch list summary
information and identify picking materials and the ingredient summary.
10 Batch Production
xii
This chapter provides procedures for releasing and unreleasing a batch, and also
includes procedures for incremental backflushing.
11 Batch Completion
This topic provides a basic understanding of batch completion, including how to
complete a batch and revert a completed batch to work in process. You are shown how
to close and reopen a batch.
12 Inquiries
This topic shows you how to run and interpret inquiries for a production schedule,
work in process, material variances, batch step variances, resource variances, and
resource usage.
13 Outside Processing in Oracle Process Manufacturing
This chapter explains how to manage outside processed resources in Process
Manufacturing.
14 Reports and Concurrent Programs
This topic explains several preformatted reports that assist you in the picking of
production batch materials, ticketing of materials to use in production, evaluating
scheduled batch and firm planned order production activities, assessing variances in
actual and calculated batch yield, and evaluating unusual usage cost variances. The
procedures for running the Item Substitution for Batches, Ingredient Picking, and
Migration Recreate Open Batches concurrent programs are presented.
15 Process Execution Workbench
The Process Execution Workbench is a navigator that lets you view summary
information about batches and firm planned orders by organization, batch, firm
planned order, product, and status. There are two tabs located on the navigator -
Batches and Firm Planned Orders. Click either tab to access the summary information
that you are interested in. The batch and firm planned order summary information
windows provide access to batch and firm planned order maintenance windows so that
you can review or edit the data. You can also create custom views that provide a
convenient method to locate and access a batch or firm planned order.
16 Production Scheduler Workbench
This topic provides a basic understanding of the Production Scheduler Workbench
including the bucketed load for a selected set of plant resources, continuous resource
load, and a chart of activities to assist in the rescheduling of batches and firm planned
orders. The Gantt Chart lets you change plant assignments, adjust bucket sizes, and
filter batches and firm planned orders based on selected criteria.
A Process Execution Navigator Paths
B Setting Up Process Execution Responsibilities and Menu Access
C Oracle E-Records Events in Process Execution
D Function Security
E Understanding Batch Open Interface
F Troubleshooting / FAQ's
Glossary
xiii
Related Information Sources
Related Guides
Oracle Process Manufacturing shares business and setup information with other Oracle
Applications products. Therefore, you may want to refer to other guides when you set
up and use Oracle Process Manufacturing. You can read the guides online from the
Oracle Applications Document Library CD included in your media pack, or by using a
Web browser with a URL that your system administrator provides. If you require
printed guides, then you can purchase them from the Oracle Store at http://oraclestore.
oracle.com
Guides Related to All Products
Oracle E-Business Suite User's Guide
This guide explains how to navigate, enter and query data, and run concurrent requests
using the user interface (UI) of Oracle E-Business Suite. It includes information on
setting preferences and customizing the UI. In addition, this guide describes
accessibility features and keyboard shortcuts for Oracle E-Business Suite.
Oracle Alert User's Guide
This guide explains how to define periodic and event alerts to monitor the status of
your Oracle Applications data.
Oracle E-Business Suite Concepts
This book is intended for all those planning to deploy Oracle E-Business Suite Release
12.2, or contemplating significant changes to a configuration. After describing the
Oracle E-Business Suite architecture and technology stack, it focuses on strategic topics,
giving a broad outline of the actions needed to achieve a particular goal, plus the
installation and configuration choices that may be available.
Oracle E-Business Suite Flexfields Guide
This guide provides flexfields planning, setup, and reference information for the Oracle
Applications implementation team, as well as for users responsible for the ongoing
maintenance of Oracle Applications product data. This guide also provides information
on creating custom reports on flexfields data.
Oracle Application Framework Personalization Guide
This guide covers the design-time and run-time aspects of personalizing applications
built with the Oracle Application Framework.
Oracle E-Business Suite Installation Guide: Using Rapid Install
This book is intended for use by anyone who is responsible for installing or upgrading
Oracle E-Business Suite. It provides instructions for running Rapid Install either to carry
out a fresh installation of Oracle E-Business Suite Release 12.2, or as part of an upgrade
to Release 12.2.
xiv
Oracle Fusion Middleware Adapter for Oracle Applications User's Guide (Oracle Application
Server Adapter for Oracle Applications User's Guide)
This guide covers the use of Adapter for Oracle Applications in developing integrations
between Oracle E-Business Suite and trading partners.
Please note that the user's guide can be found in the following documentation libraries:
• As part of the Oracle Fusion Middleware and SOA Suite in 11g, Oracle Fusion
Middleware Adapter for Oracle Applications User's Guide is available in the Oracle
Fusion Middleware 11g Documentation Library.
• As part of the Oracle Application Server in 10g, Oracle Application Server Adapter for
Oracle Applications User's Guide is available in the Oracle Application Server 10g
Documentation Library.
xv
Oracle Report Manager is an online report distribution system that provides a secure
and centralized location to produce and manage point-in-time reports. Oracle Report
Manager users can be either report producers or report consumers. Use this guide for
information on setting up and using Oracle Report Manager.
Oracle iSetup User Guide
This guide describes how to use Oracle iSetup to migrate data between different
instances of the Oracle E-Business Suite and generate reports. It also includes
configuration information, instance mapping, and seeded templates used for data
migration.
Oracle Workflow Administrator's Guide
This guide explains how to complete the setup steps necessary for any product that
includes workflow-enabled processes. It also describes how to manage workflow
processes and business events using Oracle Applications Manager, how to monitor the
progress of runtime workflow processes, and how to administer notifications sent to
workflow users.
Oracle Workflow Developer's Guide
This guide explains how to define new workflow business processes and customize
existing Oracle Applications-embedded workflow processes. It also describes how to
define and customize business events and event subscriptions.
Oracle Workflow User's Guide
This guide describes how users can view and respond to workflow notifications and
monitor the progress of their workflow processes.
Oracle XML Gateway User's Guide
This guide describes Oracle XML Gateway functionality and each component of the
Oracle XML Gateway architecture, including Message Designer, Oracle XML Gateway
Setup, Execution Engine, Message Queues, and Oracle Transport Agent. The
integrations with Oracle Workflow Business Event System and the Business-to-Business
transactions are also addressed in this guide.
Oracle XML Publisher Report Designer's Guide
Oracle XML Publisher is a template-based reporting solution that merges XML data
with templates in RTF or PDF format to produce a variety of outputs to meet a variety
of business needs. Using Microsoft Word or Adobe Acrobat as the design tool, you can
create pixel-perfect reports from the Oracle E-Business Suite. Use this guide to design
your report layouts.
Oracle XML Publisher Administration and Developer's Guide
Oracle XML Publisher is a template-based reporting solution that merges XML data
with templates in RTF or PDF format to produce a variety of outputs to meet a variety
of business needs. Outputs include: PDF, HTML, Excel, RTF, and eText (for EDI and
EFT transactions). Oracle XML Publisher can be used to generate reports based on
existing E-Business Suite report data, or you can use Oracle XML Publisher's data
xvi
extraction engine to build your own queries. Oracle XML Publisher also provides a
robust set of APIs to manage delivery of your reports via e-mail, fax, secure FTP,
printer, WebDav, and more. This guide describes how to set up and administer Oracle
XML Publisher as well as how to use the Application Programming Interface to build
custom solutions.
Guides Related to This Product
Oracle Process Manufacturing Cost Management User's Guide
The Oracle Process Manufacturing Cost Management application is used by cost
accountants to capture and review the manufacturing costs incurred in their process
manufacturing businesses. The guide describes how to set up and use this application.
Oracle Process Manufacturing Process Execution User's Guide
The Oracle Process Manufacturing Process Execution application lets you track firm
planned orders and production batches from incoming materials through finished
goods. Seamlessly integrated to the Product Development application, Process
Execution lets you convert firm planned orders to single or multiple production
batches, allocate ingredients, record actual ingredient usage, and then complete and
close production batches. Production inquiries and preformatted reports help you
optimize inventory costs while maintaining a high level of customer satisfaction with
on-time delivery of high quality products. The Oracle Process Manufacturing Process
Execution User's Guide presents overviews of the tasks and responsibilities for the
Production Supervisor and the Production Operator. It provides prerequisite setup in
other applications, and details the windows, features, and functionality of the
application.
Oracle Process Manufacturing Product Development User's Guide
The Oracle Process Manufacturing Product Development application provides features
to manage formula, routing, recipe, and validity rule development within process
manufacturing operations. Use it to manage multiple laboratory organizations and
support varying product lines throughout the enterprise. Characterize and simulate the
technical properties of ingredients and their effects on formula performance and cost.
Simulate and optimize formulations before beginning expensive laboratory test batches.
Product Development coordinates each development function to provide a rapid,
enterprise-wide implementation of new products in your plants. The guide describes
how to set up and use this application.
Oracle Process Manufacturing Quality Management User's Guide
The Oracle Process Manufacturing Quality Management application provides features
to test material sampled from inventory, production, or receipts from external
suppliers. The application lets you enter specifications and control their use throughout
the enterprise. Customized workflows and electronic recordkeeping automate plans for
sampling, testing, and result processing. Compare specifications to assist in regrading
items, and match customer specifications. Aggregate test results and print statistical
assessments on quality certificates. Run stability testing with unrivaled ease. Several
preformatted reports and inquiries help manage quality testing and reporting. The
xvii
guide describes how to set up and use this application.
Oracle Process Manufacturing System Administration User's Guide
Much of the System Administration duties are performed at the Oracle Applications
level, and are therefore described in the Oracle E-Business Suite Setup Guide. The Oracle
Process Manufacturing System Administration User's Guide provides information on the
few tasks that are specific to Oracle Process Manufacturing. It offers information on
performing Oracle Process Manufacturing file purge and archive, and maintaining such
things as responsibilities, units of measure, and organizations.
Oracle Process Manufacturing Regulatory Management User's Guide
Oracle Process Manufacturing Regulatory Management provides solutions for
document management that help meet the FDA 21 CFR Part 11 and other international
regulatory compliance requirements. Regulatory information management is facilitated
by use of electronic signatures. Manage hazard communications by collaborating with
Oracle partners to dispatch safety documents, attached printed documentation sets such
as the MSDS to shipments, and set up workflows to manage documentation revisions,
approvals, and transmittals. The Oracle Process Manufacturing Regulatory Management
User's Guide provides the information to set up and use the application.
Oracle Manufacturing Execution System for Process Manufacturing
Oracle Manufacturing Execution System (MES) for Process Manufacturing provides a
seamless integration to product development and process execution applications for
rapid deployment and tracking of procedures, work instruction tasks, and batch
records. Set up and manage material dispensing operations and produce electronic
batch records interactively with full electronic signature control, nonconformance
management, and label printing routines. The Oracle Manufacturing Execution System for
Process Manufacturing User's Guide delivers the information to set up and use the
application.
Oracle Engineering User's Guide
This guide enables your engineers to utilize the features of Oracle Engineering to
quickly introduce and manage new designs into production. Specifically, this guide
details how to quickly and accurately define the resources, materials and processes
necessary to implement changes in product design.
Oracle Inventory User's Guide
This guide describes how to define items and item information, perform receiving and
inventory transactions, maintain cost control, plan items, perform cycle counting and
physical inventories, and set up Oracle Inventory.
Oracle Bills of Material User's Guide
This guide describes how to create various bills of material to maximize efficiency,
improve quality and lower cost for the most sophisticated manufacturing
environments. By detailing integrated product structures and processes, flexible
product and process definition, and configuration management, this guide enables you
to manage product details within and across multiple manufacturing sites.
xviii
Oracle Work in Process User's Guide
This guide describes how Oracle Work in Process provides a complete production
management system. Specifically this guide describes how discrete, repetitive,
assemble–to–order, project, flow, and mixed manufacturing environments are
supported.
Oracle Quality User's Guide
This guide describes how Oracle Quality can be used to meet your quality data
collection and analysis needs. This guide also explains how Oracle Quality interfaces
with other Oracle Manufacturing applications to provide a closed loop quality control
system.
Oracle Shipping Execution User's Guide
This guide describes how to set up Oracle Shipping to process and plan your trips,
stops and deliveries, ship confirmation, query shipments, determine freight cost and
charges to meet your business needs.
Oracle Purchasing User's Guide
This guide describes how to create and approve purchasing documents, including
requisitions, different types of purchase orders, quotations, RFQs, and receipts. This
guide also describes how to manage your supply base through agreements, sourcing
rules and approved supplier lists. In addition, this guide explains how you can
automatically create purchasing documents based on business rules through integration
with Oracle Workflow technology, which automates many of the key procurement
processes.
Oracle interMedia User's Guide and Reference
This user guide and reference provides information about Oracle interMedia. This
product enables Oracle9i to store, manage, and retrieve geographic location
information, images, audio, video, or other heterogeneous media data in an integrated
fashion with other enterprise information. Oracle Trading Community Architecture
Data Quality Management uses interMedia indexes to facilitate search and matching.
Oracle Self–Service Web Applications Implementation Guide
This manual contains detailed information about the overview and architecture and
setup of Oracle Self–Service Web Applications. It also contains an overview of and
procedures for using the Web Applications Dictionary.
Installation and System Administration
Oracle E-Business Suite Concepts
This guide provides an introduction to the concepts, features, technology stack,
architecture, and terminology for Oracle Applications Release 11i. It provides a useful
first book to read before an installation of Oracle Applications. This guide also
introduces the concepts behind Applications-wide features such as languages and
character sets, and Self-Service Web Applications.
Oracle E-Business Suite Installation Guide: Using Rapid Install
xix
This guide provides instructions for managing the installation of Oracle Applications
products. In Release 11i, much of the installation process is handled using Oracle Rapid
Install, which minimizes the time to install Oracle Applications and the Oracle
technology stack by automating many of the required steps. This guide contains
instructions for using Oracle Rapid Install and lists the tasks you need to perform to
finish your installation. You should use this guide in conjunction with individual
product user guides and implementation guides.
Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12.2
Refer to this guide if you are upgrading your Oracle Applications Release 10.7 or
Release 11.0 products to Release 12.2. This guide describes the upgrade process and lists
database and product-specific upgrade tasks. The instructions in this book apply only to
upgrading from Oracle E-Business Suite Release 11i (11.5.9 or later) to Release 12.2. If
your system is earlier than 11.5.9, then you must upgrade to Oracle E-Business Suite
Release 11.5.10 CU2 before you can upgrade to Release 12.2.
"About" Document
For information about implementation and user documentation, instructions for
applying patches, new and changed setup steps, and descriptions of software updates,
refer to the "About" document for your product. "About" documents are available on
My Oracle Support for most products beginning with Release 11.5.8.
Maintaining Oracle E-Business Suite
Use this guide to help you run the various AD utilities, such as AutoUpgrade,
AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and
others. It contains how-to steps, screenshots, and other information that you need to run
the AD utilities. This guide also provides information on maintaining the Oracle
applications file system and database.
Oracle E-Business Suite Security Guide
This guide provides planning and reference information for the Oracle Applications
System Administrator. It contains information on how to define security, customize
menus and online help, and manage concurrent processing.
Oracle Alert User's Guide
This guide explains how to define periodic and event alerts to monitor the status of
your Oracle Applications data.
Oracle E-Business Suite Developer's Guide
This guide contains the coding standards followed by the Oracle Applications
development staff and describes the Oracle Application Object Library components that
are needed to implement the Oracle Applications user interface described in the Oracle
E-Business Suite User Interface Standards for Forms-Based Products. This manual also
provides information to help you build your custom Oracle Forms Developer forms so
that the forms integrate with Oracle Applications.
Oracle E-Business Suite User Interface Standards for Forms-Based Products
xx
This guide contains the user interface (UI) standards followed by the Oracle
Applications development staff. It describes the UI for the Oracle Applications products
and how to apply this UI to the design of an application built by using Oracle Forms.
Other Implementation Documentation
Oracle E-Business Suite Product Update Notes
Use this guide as a reference for upgrading an installation of Oracle Applications. It
provides a history of the changes to individual Oracle Applications products between
Release 11.0 and Release 11i. It includes new features, enhancements, and changes
made to database objects, profile options, and seed data for this interval.
Oracle Workflow Administrator's Guide
This guide explains how to complete the setup steps necessary for any Oracle
Applications product that includes workflow-enabled processes, as well as how to
monitor the progress of runtime workflow processes.
Oracle Workflow Developer's Guide
This guide explains how to define new workflow business processes and customize
existing Oracle Applications-embedded workflow processes. It also describes how to
define and customize business events and event subscriptions.
Oracle Workflow User's Guide
This guide describes how Oracle Applications users can view and respond to workflow
notifications and monitor the progress of their workflow processes. Oracle Workflow
API Reference This guide describes the APIs provided for developers and
administrators to access Oracle Workflow.
Oracle E-Business Suite Flexfields Guide
This guide provides flexfields planning, setup and reference information for the Oracle
E-Records implementation team, as well as for users responsible for the ongoing
maintenance of Oracle Applications product data. This guide also provides information
on creating custom reports on flexfields data.
Oracle eTechnical Reference Manuals
Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed
description of database tables, forms, reports, and programs for a specific Oracle
Applications product. This information helps you convert data from your existing
applications, integrate Oracle Applications data with non-Oracle applications, and write
custom reports for Oracle Applications products. Oracle eTRM is available on My
Oracle Support.
Oracle E-Business Suite Message Manual
This manual describes all Oracle Applications messages. This manual is available in
HTML format on the documentation CD-ROM for Release 11i.
xxi
Integration Repository
The Oracle Integration Repository is a compilation of information about the service
endpoints exposed by the Oracle E-Business Suite of applications. It provides a
complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets
users easily discover and deploy the appropriate business service interface for
integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the Oracle E-Business Suite. As
your instance is patched, the repository is automatically updated with content
appropriate for the precise revisions of interfaces in your environment.
xxii
1
Understanding Process Execution
• General discussions about batches including procedures to create and find them.
Procedures are provided for creating batches and firm planned orders in response
to sales orders, editing a batch, using the Workday Calendar, finding and editing
batch details, grouping batches, performing mass batch transactions, finding and
editing batch steps, editing batch step dependencies, editing batch step activities,
rescheduling a batch, and terminating a batch. Procedures for editing resource
details and associating batch steps with items are provided. Discussions of applying
fixed process loss, batch scaling and firm planned order scaling are included.
• General discussions about batch reservations. Procedures are provided for editing
batch transactions, determining unreserved items, managing inventory shortages,
and selecting lots from the available inventory.
• Several preformatted reports including Batch Pick List, Batch Ticket, Production
Activity, Batch Yield Variance, and Material Usage and Substitution Variance.
Depending on your system's security profile, it is possible that you do not have access
to all of the windows and functions described in this guide. If you do not see a menu
option described, and you need to access it, then contact your system administrator.
• Manufacturers need to know true cost and profit for each product.
• Create a batch.
• Planner
• Production Supervisor
• Scale a batch.
• Planner
• Production Supervisor
• Start a batch.
• Production Operator
• Production Supervisor
• Production Supervisor
• Complete a batch.
• Production Supervisor
• Production Operator
• Close a batch.
• Production Supervisor
• Production Supervisor
• Production Supervisor
Accessing Windows
The Production Supervisor has access to all windows and functions in this application.
The Production Operator has access to fewer windows depending on the
implementation. Contact the System Administrator to add window access to this
responsibility.
Process Flow
The Oracle Process Manufacturing (OPM) Process Execution application records
production batch information. This process can begin with a firm planned order or a
production schedule requirement. The process can also begin in response to the
requirement to reprocess materials that do not meet expected quality specifications. The
application enables you to:
• Plan the production schedule with information from the process planning
applications.
The OPM Process Execution application provides a seamless integration of the work
breakdown structure outlined in Tasks and Responsibilities, page 1-4. The Process
Execution process flow consists of the following steps in each of the applications listed.
Prerequisite setup is required before the remaining steps are completed.
Prerequisite Setup
Prerequisite setup must be completed for each of the following applications:
• Oracle Inventory
• Set up organizations, subinventories, locators, items, unit of measure types,
units of measure, and picking rules. Refer to the Setting Up chapter for more
information.
• Set up required profile options as described in the Oracle Inventory User's Guide.
• Entering the firm planned order directly on the Create Batch/Firm Planned Order
window.
Enter firm planned orders for master production schedule items that are finished goods
or saleable items. There is no need to enter a firm planned order to manufacture
products. This is an optional step.
Creating Batches
Creating a batch is the same as scheduling a batch. Create a batch by:
• Converting from a requirement in the planning application that interfaces to OPM
Process Execution.
• Entering the batch directly on the Create Batch/Firm Planned Order window.
• Selecting New on the Batch Details window accessed from the Process Execution
Workbench.
Reserving Ingredients
Reserve ingredients for a batch manually or automatically. If any of the ingredients in
the batch are lot-controlled or location-controlled, then reserve lots and locations for
ingredients required to make the batch. Set up ingredients to be reserved automatically
in the Oracle Inventory application by using picking rules. If you have not made any
reservations, then you can specify the lots at the time of consumption. Reservations can
be made against on-hand inventory, batches, or purchase orders.
Releasing Batches
Releasing a batch indicates the batch is started. Batches that contain automatic
consumption ingredients consume these ingredients upon release as long as these
ingredients are reserved. For reserved ingredient lines set to automatic consumption,
releasing a batch creates completed transactions and consumes them from inventory.
This action also changes the status of a batch from Pending to WIP. Release a batch by
choosing Release from the Actions menu of the Batch Details window.
Completing Batches
Complete a batch to indicate that it is done. Batch products and byproducts set to
automatic yield are yielded. This action also changes the status of the batch from WIP to
Completed. Complete a batch by selecting Complete from the Actions menu of the
Batch Details window.
If you have not specified the item lots or locators from which to consume or yield, then
when you try to complete a batch, then the application indicates these items as
exceptions on the Material Exceptions window. Transact the items listed on this
window to finish the batch completion. Make adjustments to ingredient, product, and
byproduct quantities at this point or after batch completion.
Incrementally Backflushing a Batch
Process manufacturing ingredients are sometimes consumed in portions throughout the
production cycle to yield incremental product quantities. To keep inventory levels
current, record material consumption and production yield as they occur. Incremental
backflushing lets you record production output incrementally prior to the batch
completion, and enables the application to calculate and backflush ingredient usage.
Closing Batches
The final step in the production cycle is closing the batch. Closing a batch prevents any
further editing of the batch. Do this after you are confident all the batch information is
recorded correctly. Closing a batch also closes all steps.
Canceling Batches
If a batch has a status of Pending, then it can be canceled. First unrelease the batch, and
then cancel it.
Unreleasing Batches
Unreleasing a batch reverses any completed transactions associated with the
ingredients or products in the batch and recreates reservations or pending product lot
records. The actual starting date is removed from the batch header. Unrelease a WIP
batch by choosing Unrelease from the Actions menu of the Batch Details window. You
can recreate reservations or pending lots from the transactions being reversed.
When you unrelease a batch, the following question appears: "Do you want to recreate
reservations for ingredients and pending product lot records?" Click Yes to unrelease
the batch and recreate reservations and pending product lots based on the information,
such as lots and locators to release, in the completed transactions. Click No to unrelease
the batch without recreating reservations and pending product lots.
Unreleasing Batch Steps
Unreleasing a WIP batch step reverses any completed resource transactions. Completed
material transactions for ingredients associated to the step with a consumption type of
automatic by step are also reversed.
Reverting Batches to Work in Process
When you revert a batch to work in process, the batch status changes from completed to
WIP, the actual completion date is removed, and transactions for automatic yield
products and byproducts are reversed.
Reverting Batch Steps to Work in Process
Reverting a batch step to work in process reverses transactions for all product and
byproduct lines associated with the step with a yield type of Automatic by Step.
Reopening Batches
• Actual costing cannot be run on the batch if the financial period is closed. You
receive a warning that actual costing was run if an actual costing period is still open
when you attempt to reopen a batch. You can proceed.
The application displays the question: Do you want to reopen all the steps?
• If you respond Yes, then all steps are opened.
• If you respond No, then only the batch is opened. Batch steps must be opened
individually.
3. Click the region that contains the object type of interest. For example, the Process
Execution Workbench includes these tabs:
4. Select the appropriate View By field. This field presents records sorted and grouped
by the selection you make. The Process Execution View By fields are:
• Organization
• Status
• Product
• Find the appropriate object from the results. Optionally, save the data or query
in a Personal or Public folder.
• 3 is the Firm Planned Orders tab. Click it to display all firm planned orders
available.
The following graphic illustrates the previously described nodes and tabs in the
navigator window:
Overview
The Process Manufacturing Command Center increases operational efficiency and
provides key insight into batch transactions through key metrics, drillable graphs, and
tag clouds that help you quickly identify and intervene in problem areas and
outstanding issues.
The Process Manufacturing Command Center includes the Batch Status dashboard and
Production Quality dashboard. From these dashboards, you can :
• Monitor production batch status and schedules.
Schedule (tab layout) The Batch Start Schedule chart displays the
number of batches started for a specific start
date range.
Delay (tab layout) The Batch Start Delay chart displays the
number of batches delayed for a specific date
range.
Expiring Lots (tab layout) The Expiring Lots chart displays the number
of expiring lots. You can select group
dimension values to display expiring lots by
expiration period, organization, or item.
Results Tables (tab layout) The Batch Status dashboard results tables
display production batch details under the
following tabs:
• Batches
• Steps
• Resources
• Material
• Sales Orders
Production Batches (summary bar) The summary bar displays key metrics about
production batch transactions. Metrics display
in color codes for warnings, alerts, or
exceptions for the selected organizations with
the following statuses:
• Organization
• Item
• Routing
• Resource
• Batches
• Steps
• Resources
• Material
• Samples
• Tests
• Nonconformances
• Organization Parameters
Setting Up 3-1
Required
• Subinventories
Required
• Locators
• Units of Measure
Required
• Master Item
Required
• Organization Items
Required
Set the Process Execution Enabled flag on the Process Manufacturing tab. Enter
Supply Subinventory, Supply Locator, Yield Subinventory, and Yield Locator on
the Process Manufacturing tab to specify a default subinventory and locator from
which to consume and yield the item.
Enter Fixed and Variable leadtimes on the Lead Times tab to calculate the duration
of a batch. The leadtimes are for production of a single unit.
• Picking Rules
• Picking Rules
• Formulas
Required
• Activities
• Operations
• Routings
• Recipes
Required
• Resources
• Plant Resources
• Process Parameters
Setting Up Parameters
The Oracle Process Manufacturing (OPM) Process Execution parameters are defined at
the organization level. The OPM Product Development and Oracle Inventory
Organization Parameters must be defined to set up OPM Process Execution parameters.
Prerequisites
❒ Set up organizations in the Oracle Inventory application.
Setting Up 3-3
❒ Complete setting up in OPM Product Development.
2. The following fields are display only and are set up on the OPM Product
Development Parameters window:
• Name is the name of the organization.
Batch Setup
3. Select Display Unconsumed/Unyielded Material to view the unconsumed
ingredients and unyielded products when a batch is complete.
• Pending and WIP to allow material deletion when a batch is in pending or WIP
status.
• Validate Planned Start Date Only to validate only planned start dates, against
the validity rule date range, when creating or rescheduling a batch or firm
planned order.
• 2 - An error message displays if products are not fully allocated. You remain on
the Material Exceptions window until you allocate the exception quantity for
the product or cancel the operation by closing the window
• If the value for parameter IB_CHECK_PROD is not set or set to any value other
than 1 or 2, the incremental backflush is performed without any product
allocation.
Create Batch
10. Select Check Shortages to check inventory shortages during batch creation. The
shortages are checked at the inventory organization level.
11. Select Copy Formula Text to copy text from the formula header and details to the
batch header and details during the batch creation process.
12. Select Copy Routing Text to copy text from routing steps, activities, and resources
to the batch steps during batch creation.
13. Select Create High Level Reservations to create reservations at the item level for
ingredients during batch creation. Note that high level reservations are not created
for lot indivisible items.
14. Enter a Reservation Time Fence as the number of days within which high level
reservations are made during batch creation. The material requirement dates must
be within this time fence to create high level reservations during batch creation. If
Create High Level Reservations is set to NO, then this field is not enabled.
15. Select Create Move Order to create move orders during batch creation for the
ingredients that do not have sufficient inventory in the supply subinventory.
16. Enter a Move Order Time Fence as the number of days within which a move order
can be created for an ingredient. The material requirement dates must be within this
Setting Up 3-5
time fence to create move orders. If Create Move Orders parameter is set to NO,
then this field is not enabled. Required.
• Manually to be able to apply fixed process loss individually, for each batch,
during batch creation. Default.
Batch Steps
19. Select Step Controls Batch Status to allow a step to control the status of the batch.
For example, if the batch is pending and a step is released, then the batch is also
released.
20. Select Backflush Resource Usage to backflush resource usage when incremental
backflushing is performed on the product.
21. Select Default Actual Resource Usage to copy the planned resource usage to the
actual resource usage upon step completion when the actual resource usage has not
been entered.
22. Select Calculate Interim Resource Usage to calculate the actual step quantity and
resource usages when a step is in WIP status. This only applies when using
Automatic Step Quantity Calculation.
23. Select Allow Qty Below Min Capacity to allow a resource process quantity to be less
than the resource capacity.
24. Select Display Non Working Days to display the nonworking days in the
Document Numbering
25. Set Batch Numbering as:
26. Enter the last batch number assigned in Batch Last Assigned, if using Automatic
numbering for batches. The automatic batch numbering starts by adding one to this
number. Required.
28. Enter the Last FPO Number Assigned, if using Automatic numbering for FPOs. The
automatic numbering of FPOs starts by adding one to this number. Required.
30. Enter the last group number assigned in Group Last Assigned, if using Automatic
numbering for groups. The automatic group numbering starts by adding one to this
number.
Inventory Transactions
31. Select Autoconsume From Supply Subinventory Only to consume ingredients
automatically only from the supply subinventory.
33. Enter Supply Subinventory as the subinventory from which to consume ingredients
by default (required). Once the ingredient line is created, this value is not used. This
is used as the default when a supply subinventory is not specified on the
Organization Items window in the Oracle Inventory application. Refer to the Oracle
Inventory User's Guide for more information on this window.
34. Enter Supply Locator to indicate the locator from which to consume ingredients by
Setting Up 3-7
default (required). Note that this field is available only when a supply subinventory
is defined.
35. Enter Yield Subinventory to indicate the subinventory to which products and
byproducts are yielded by default (required). Once the product line is created this
value is not used. This is used as the default when a yield subinventory is not
specified on the Organization Items window.
36. Enter Yield Locator to indicate the locator to which products and byproducts are
yielded by default. Note that this field is available only when a yield subinventory
is defined.
37. Select an appropriate Pick Slip Grouping Rule from the list. This is used while
transacting the move orders created automatically upon batch creation. The
grouping rule is used to group tasks based on the pick method. For example, if you
select the Bulk Picking rule, all pick tasks for the same component item- across
multiple move orders and operations - are picked. Rules are defined on the Pick
Slip Grouping Rules window in Oracle Inventory. See: Pick Slip Grouping Rules,
Oracle Inventory User's Guide.
• Attachments associated to the sales order line must be copied to the Batch or FPO
document.
You must also define assignments to each rule to specify when and under what
conditions the rule is activated.
Rule
1. Enter the following information in the Production Supply section:
• Select the user to create batches from the LOV in the Batch Creation User
field.
• Select Check Availability if you want the application to check for on-hand
inventory before creating a batch. if you do not select the check box, then a
batch is created for the order quantity irrespective of the on-hand quantity.
• Select Auto Lot Generation to generate lot numbers for the batch
automatically. This is not enabled for firm planned orders.
• Select the Firm Indicator to prevent the Advanced Planning and Scheduling
(APS) engine to reschedule the batch. This is not enabled for firm planned
orders.
• Select the attachment to copy from a list of attachments in the LOV of the
SO Attachment Name field.
Assignments
1. Select the Warehouse to which you want to assign the rule. You can enter
only process organizations that are defined as Plants. Required.
2. Enter an Item to which you want to apply the rule. If you do not enter any
item, then the rule is applicable to all the items in the Warehouse.
4. Enter a Customer Name to whom you want to apply the rule. If you do not
enter a customer name, then the rule is applicable to all customers.
5. Enter the location to ship the finished product in the Ship to Site field. If
you do not enter any location, then all the sites of the customer can be
considered for shipping the product. This field is not enabled if you do not
enter a customer name.
Setting Up 3-9
Setting Up Profile Options
Each applications user's guide provides details on how the application uses profile
options. Set a value for selected profile options to specify how the application controls
access to and processes data. Set up Oracle Process Manufacturing (OPM) profile
options prior to implementation. Your System Administrator sets user profile options at
one or more of the following levels: Site, Application, Responsibility, and User. Use the
Personal Profile Options window to view or set your profile options at the user level.
Consult the Oracle E-Business Suite System Administrator's Guide for a list of profile
options common to all Oracle Applications.
The following table lists and describes various profile options and their recommended
change level.
2. Set profile options. See- Setting Profile Options for Process Manufacturing
Command Center, page 4-3
• Incremental Load - This process loads the data modified and updated from the
previous load only. Incremental load should be scheduled to run as often as
required to keep the ECC dashboard current.
• Metadata Load - This process ensures the application waits for other tasks such
as consolidation, data entry, or other load processes to finish before it loads the
files. You must initially run the Metadata Load to load Descriptive Flexfield
(DFF) setup information to Enterprise Command Center. After the DFF setup is
initially loaded, running incremental or full data loads on a regular basis will
maintain the DFF attributes.
6. Enter one or more language codes in the Languages field for the output. For
multiple language codes, use the format AA,BB,NN. For example, enter US,AR,KO.
If the field is left blank, then the data will be loaded for the base language only
(usually US).
7. In the Log Level field select the program to report. The default value is Error.
12. Monitor data loading using the Data Load Tracking page of the ECC Developer
responsibility.
2. Select the All My Requests radio button and click Find. The Requests window
appears and displays all of your requests.
3. In the Requests window, select the row that contains your request and then click
View Details. The Request Detail window appears and displays the ECC- Run
Data Load information.
GME: Days for Endeca Sets the number of days you No default value
cancelled batches load want to load for cancelled
batches.
This topic provides a general understanding of firm planned orders, including how to
find one once it is created on the Create Batch/Firm Planned Order window. You are
shown how to modify a firm planned order, how to select validity rules, and reroute it.
You are also shown how to reschedule the firm planned order. This topic also discusses
how to convert the firm planned order to a batch, how to display material details in the
order, and how to scale the firm planned order. Creating a firm planned order is similar
to creating a batch.
Refer to Creating a Batch or Firm Planned Order, page 6-17 for more information on
creating a firm planned order.
This chapter covers the following topics:
• Understanding Firm Planned Orders
• Finding a Firm Planned Order
• Editing a Firm Planned Order
• Rerouting a Firm Planned Order
• Rescheduling a Firm Planned Order
• Converting a Firm Planned Order to a Batch
• Scaling a Firm Planned Order
• By selecting New on the Find Firm Planned Orders window from the Process
Execution Workbench.
Firm planned orders serve as a guideline for batch creation. When you convert a firm
planned order to one or more batches, the application selects the appropriate formula or
recipe and validity rule to use. If more than one validity rule exists, then select the
appropriate one for the production run. The application displays the appropriate Recipe
Validity Rules Summary window for this selection. If you are converting a firm planned
order to more than one batch, then you can use one validity rule for all batches, or you
can select individual validity rules for each batch. Since batches are created from firm
planned orders based on a formula or recipe that is set up in the Oracle Process
Manufacturing (OPM) Product Development application, and not on the firm planned
order itself, you cannot edit the products, ingredients, or byproducts on the firm
planned order. Since the batch is based on a formula and not directly on the firm
planned order, you cannot edit the quantities of these items directly. If you were
permitted to edit these fields on the firm planned order, then the changes would be lost
when you converted the firm planned order to a batch. However, you can scale a firm
planned order. Since a batch is based on the firm planned order product quantity, the
batch is automatically scaled when it is created.
Refer to Creating a Batch or Firm Planned Order, page 6-17 for more information.
• Converted Firm Planned Order to find firm planned orders that were
converted to batches.
• Document number to find a specific firm planned order using its document
number.
• Recipe and Version to find firm planned orders that use a specific recipe or
recipe and version combination.
• Formula and Version to find firm planned orders that use a specific formula or
formula and version combination.
• Routing and Version to find firm planned orders that use a specific routing or
routing and version combination.
• Revision to find firm planned orders that produce a specific revision of the
product.
• From Required date and To Required date to find a specific range of dates
firm planned orders are required.
3. Click Find. The Firm Planned Order: Details window displays the results of the
search.
2. Enter the new firm planned order as described in Creating a Batch or Firm Planned
Order, page 6-17.
Prerequisites
❒ Create a firm planned order.
Main
2. The following fields are display only:
• Document is the document number assigned when you created the firm
planned order.
• Converted Firm Planned Order indicates that the firm planned order has
been converted to one or more batches.
• Recipe is the code for the recipe used in the firm planned order.
• Recipe Version is the version of the recipe used for the firm planned order.
• Planned Completion displays the date that is calculated automatically from the
routing or item leadtime.
3. Planned Start displays the planned start date for the firm planned order. This field
defaults from the date assigned on the Create Batch/Firm Planned Order window.
Edit this field for a Pending Firm Planned Order by choosing Reschedule from the
Actions menu.
4. Enter the Required Completion date for the firm planned order.
Additional Information
5. The following fields are display only:
• Formula is the code for the formula used in the firm planned order.
• Formula Version is the formula version used in the firm planned order.
• Routing is the code for the routing used in the firm planned order. Edit this
field on a pending firm planned order by choosing Reroute from the Actions
menu.
• Routing Version is the routing version used in the firm planned order.
6. Routing is the code for the routing used in the firm planned order. Edit this field on
a pending firm planned order by choosing Reroute from the Actions menu.
7. Firmed is selected when the WPS engine should not reschedule the firm planned
order. You can edit this indicator.
Refer to Defining Firmed Batches in the Oracle Process Manufacturing Process
Ingredients
8. The following fields are display only:
• Line is the firm planned order line number for the ingredient.
• Original Qty is the initial quantity of each ingredient when the firm planned
order was first created. This field is a baseline from the initial creation of the
firm planned order, and cannot be changed.
• Planned Qty is the quantity of ingredients that were planned. The Planned Qty
can only be changed by scaling the firm planned order.
• Scale Multiple displays the scaling increment for the ingredient if the scale type
is Integer.
• Scrap Qty is the anticipated quantity of ingredient lost in adding the ingredient
to the manufacturing process. You can enter scrap qty ranging from 0 to
1000000. If you enter a scrap factor below 0 or above 1000000, then an error
message displays.
Products
9. The following fields are display only:
• Line is the firm planned order line number for the product.
• Original Qty is the initial quantity of each product when the firm planned order
was first created. This field is a baseline from the initial creation of the firm
planned order, and cannot be changed.
• Yield Date is the date the material is planned to be yielded, based on the
planned completion date of the firm planned order or step.
By-Products
10. The following fields are display only:
• Line is the firm planned order line number for the byproduct.
• Original Qty is the initial amount of each byproduct when the firm planned
order was first created. This field is a baseline for the initial creation of the firm
planned order, and cannot be changed.
• Sample
• Waste
• Yield
• Yield Date is the date the material is planned to be yielded, based on the
planned completion date of the firm planned order or step.
To navigate from a phantom firm planned order to its parent firm planned
order:
Select Edit Parent from the Tools menu from the phantom firm planned order.
2. Convert a firm planned order into one or more batches as described in Converting a
Firm Planned Order to a Batch, page 5-12.
2. Select Reroute from the Actions menu. The Recipe Validity Rules Summary dialog
box displays so that you can select a validity rule with a different routing. A
message displays when no other validity rules exist for the formula.
3. Select Use Workday Calendar to use the Workday Calendar for rescheduling the
firm planned order.
5. Click Yes to recalculate either the Planned Start or Planned Completion dates based
on the date entered in step 2.
6. Click OK.
Planned Start Displays the planned start date and time for
the batch.
This topic provides a basic understanding of batches and batch status. You are shown
how to find a batch, create a batch or firm planned order, select validity rules for a
batch, reroute a batch, pick a batch, and how to edit a batch. The process of finding and
editing batch details is presented. You are also shown how to find individual batch
steps and edit specific information in them, including batch step dependencies, and step
activities. Other topics covered are the editing of batch step resources, the association of
batch steps to items, and using the theoretical yield calculation. You are shown how to
scale a batch or firm planned order, and how to reschedule a batch.
This chapter covers the following topics:
• Understanding Batches
• Understanding Batch Status
• Finding a Batch
• Creating a Batch or Firm Planned Order
• Creating a Batch or Firm Planned Order in Response to a Sales Order
• Heat Number
• Substituting Items During Batch Creation
• Selecting Validity Rules for a Batch
• Rerouting a Batch
• Editing a Batch
• Understanding Mass Batch Transactions
• Finding Batches for Mass Batch Transactions
• Using the Mass Batch Actions Window
• Picking Ingredients for a Batch
• Defining Picking Rules
• Understanding Task Creation
Understanding Batches
Batch manufacturing is characterized by discrete and independent production events
called batches. These events are processed through a series of steps on resources that
occur at different work centers. Specific ingredients are consumed at individual batch
steps. Products, co-products, or byproducts are yielded at specific steps.
Continuous Manufacturing is sometimes referred to as a continuous process run. This
type of production is usually done on dedicated equipment. For example, paper
production is performed using continuous manufacturing. From the entry of raw
material at the beater box to the output of product onto a roll, production progresses
without intermission.
Organization
A typical manufacturing plant is organized into warehouse, staging area,
manufacturing area, holding area, and distribution centers. Oracle Process
Manufacturing (OPM) Process Execution introduces the Inventory Organization
Structure that supports all the aspects of manufacturing. The following figure depicts
an example of an inventory organization structure.
Inventory Organization
Inventory Organization is a plant where the batches are produced or an organization
that holds the inventory at specified locations. Offsite warehouses and distribution
centers are also designated as inventory organizations. For example: Plant P1, Offsite
Warehouse W1, Distribution Center D1.
Subinventory
Subinventory is a subdivision of an inventory organization representing either a
physical area or a logical grouping of items, such as a storeroom or damaged inventory.
Inventory balances are tracked here. Reservations can be placed against inventory at
this level. Items can be restricted to certain subinventories. A subinventory can also be a
division of a warehouse that holds inventory with similar planning and reservation
characteristics. For example, staging area, manufacturing area, and distribution center.
Supply Subinventory is the subinventory from which the items required for batch
production are consumed It can be the shop floor or a staging location.
Locator is a specific physical area within a subinventory such as a row, aisle, bin, or
Creating a Batch
Batches are created through:
• Conversion from a firm planned order.
• Planned Process Loss is the loss of process material observed during production of
a batch using the recipe as a percentage. When creating a batch, you can allow for a
planned process loss to reflect the planned percentage of material lost for a specific
routing.
• Material Exception
• Calculate the lot expiration date in Oracle Inventory and Purchase Order (PO)
transactions, such as:
• Miscellaneous Receipts
• Alias Receipts
• PO Receipts
• Update the following lot attributes in the Lot Master window in OPM Process
Execution:
• Expiration Date
• Retest Date
Prerequisite
Ensure that the Lot onhand quantity is zero, and that the Lot Origination date is Null.
This lets you update lot attributes when the lot is yielded for the first time.
Responsibilities
• Oracle Inventory
• Production Supervisor
/* Put the custom code here to calculate the lot expiration date. If
custom logic is not required for the calculating lot expiration date
then return lot expiration date as NULL */
END get_custom_lot_expiration_date;
If the custom API returns Null, then the lot expiration date is calculated by adding
the shelf life days to the origination date.
Using the Oracle Process Manufacturing Product Development Simulator and Optimizer
Tool
The OPM Product Development Simulator and Optimizer windows:
• Optimize the quantities for batch material lines
• Rebalance a batch
Refer to the Oracle Process Manufacturing Product Development User's Guide for a
complete discussion of the Simulator and Optimizer.
Implementation Considerations
Following are implementation considerations that define the limits of the workday
calendar feature:
Rescheduling the Batch and Batch Steps
All dates must comply with working time available on the workday calendar if one is
available for use. Steps are rescheduled by recalculating dates. This is enforced whether
or not the workday calendar is used.
Date Changes for Batches and FPOs without Routing or Production Rules
If you enter dates for a batch or an FPO without a routing or a production rule, then it is
assumed that the dates entered are accurate and reflect any downtime that occurs
during production. The application does not consider the workday calendar to adjust
for downtime under these circumstances. However, dates entered are validated against
the workday calendar to warn you of scheduling during nonworking time. When the
dates are accepted, the batch is created in a single, contiguous block of time.
The following actions do not make use of the workday calendar:
• Editing a step and step details
In order to model this to be a startup, process, and cleanup, stagger these activities with
offsets so that they follow each other:
• Act1 has an offset of zero and usage of one hour
Assume that:
• Act1 starts at noon and lasts until 1 p.m.
If a workday calendar is applied that has working hours for a shop day defined from
noon until 2 p.m. and from 3 p.m. until 5 p.m., then the times are:
• Act1 starts at noon and lasts until 1 p.m.
• Act2 starts at 1 p.m. and lasts until 4 p.m., and consists of two transactions:
• Transaction1: 1 p.m. to 2 p.m.
• Act3 starts at 3 p.m. and lasts until 4 p.m. Note this is not properly sequenced,
because you do not begin cleanup until Act2 is complete.
The activities are modeled to be offset from the beginning of the step and not from each
other. There is currently no way to accommodate dependencies among these activities.
Understanding Warning Conditions
Warnings are issued for the reasons specified:
• If you attempt to schedule a batch that starts during nonworking time
• If the Contiguous indicator is set to Yes, and the batch spans nonworking hours
Terminating Batches
The Terminate Batch option on the Actions menu of the Batch Details window lets you
terminate the remainder of a batch. This option is available only for WIP batches. When
you terminate a batch, the application:
• Selects the Terminated indicator on batch header.
• Completes all the WIP steps without incurring more consumption or resource usage
and sets indicators on these steps to Terminated.
• Retains actual quantities and actual usages as they were at termination. This action
does not change actual values.
• Permits entry of the actual completion date (termination date) as when completing
a batch. The default is the system date.
• Completes the batch. Search for completed batches that were terminated.
Tip: Use the Mass Batch Actions window to terminate multiple WIP
batches at the same time. See: Using the Mass Batch Actions Window,
page 6-43.
• You cannot change the step dependency and step release type at the step level.
• All steps must be completed before you can complete the batch.
• To close a step that is dependent on its previous step, the previous step must be
closed.
• To unrelease the batch step, its succeeding dependent step must be pending.
• Before you can revert a dependent batch step to work in process, revert any
preceding completed or closed dependent batch steps to work in process.
• Business rules validate step start and completion dates and times for appropriate
batch step rescheduling.
• From Pending, select Cancel to cancel the batch or Firm Planned Order.
Terminating a batch cancels any remaining pending steps. The following diagram
summarizes the previous discussion:
To find a batch:
1. Navigate to the Find Batches dialog box.
2. Make no entries to search for all records. Enter any of the following criteria to
narrow the search:
• Status of the batch as:
• Canceled to find canceled batches.
• Terminated as:
• Yes to find batches that were terminated.
• Recipe and Version to find batches that use a specific recipe or recipe and
version combination.
• Formula and Version to find batches that use a specific formula or formula and
version combination.
• Routing and Version to find batches that use a specific routing or routing and
version combination.
• From Required date and To Required date to find a specific range of dates
batches are required.
• From Batch Close date and To Batch Close date to find a specific range of
actual batch closing dates
3. Click Find. The Batch Details window displays the results of the search.
2. Create the new batch as described in Creating a Batch or Firm Planned Order, page
6-17.
The application uses a manually entered Planned Completion date when a routing or
production rule does not exist. For each batch, either the planned start date or both the
planned start date and planned completion date are validated against the validity rule
dates depending on the setting of the Process Execution parameter Validate Plan Dates.
The date cannot be outside the date range defined on the validity rule.
If you enter the recipe and version on the Recipe tab, then the batch is created for the
standard quantity specified on the item or formula. If you want to specify a different
quantity, then use the Total Output tab or the Product Output tab to enter the recipe,
version, and output quantity (quantity of products and byproducts). If you have only
one product, then this is equivalent to entering the product quantity on the Product
Output tab.
Prerequisites
• Set up the application as described in Setting Up, page 3-1.
• If you are using manual document numbering, then enter the number for the
batch or firm planned order.
• If you are using manual group numbering, then enter the number for the group
of batches or firm planned orders,
7. Enter a description for the group of batches or firm planned orders in the
Description field.
• Deselected if the current organization is a plant only. You can select this
indicator for a lab batch.
9. Select Update Inventory to update the inventory when inventory transactions are
created. This is selected by default and can be deselected only for laboratory
batches.
10. Select Apply Fixed Process Loss if you want to account for a fixed production
process loss during batch creation. This is enabled only for a batch. The checkbox is
selected by default if you set the Apply Fixed Process Loss parameter to To All
Batches. Refer to Setting Up Parameters, page 3-3 for more information.
11. Click one of the following regions to enter the batch or firm planned order:
• Recipe to enter by specifying a recipe version with its default output quantity.
Proceed to step 9.
• Total Input to enter by specifying a recipe version and defined input quantity.
Proceed to step 12.
Required.
Recipe
12. To enter the batch or firm planned order by specifying a recipe with its default
output quantity:
1. Enter the Recipe to use in the batch or firm planned order. The Recipe
Description displays. Required.
Product Output
13. To enter the batch or firm planned order by specifying the quantity of product
required.
1. Enter the Product code. The Product Description displays. Required.
2. Optionally, enter the required Revision of the product. If you select a revision,
then only those validity rules display, that are associated with the selected
revision. You can select the required validity rule.
3. Optionally, enter the Product Quantity and its UOM. The UOM Description
displays. Required.
Total Output
14. To enter the batch or firm planned order by specifying a recipe version and a
required output quantity:
1. Enter the Recipe to use in the batch or firm planned order. The Recipe
Description displays. Required.
2. Enter the recipe Version to use in the batch or firm planned order. Required.
3. Enter the Output Quantity and its UOM. The UOM Description displays.
Required.
Total Input
15. To enter the batch or firm planned order by specifying a recipe version and defined
input quantity:
1. Enter the Recipe and Version to use in the batch or firm planned order
(required). The Recipe Description displays.
The following steps refer to any of the four ways to create a batch:
17. Enter the Planned Completion date for the batch or firm planned order. This date is
calculated as described at the beginning of this topic. If you enter a Planned Start
date, and the batch or firm planned order uses a routing or there are production
rules for the product, then the Planned Completion date you enter is not used by
the application.
18. Enter the Required Completion date to indicate the date and time required for batch
completion. The Planned Completion date is the default.
19. Select Use Workday Calendar to use the workday calendar for batch scheduling.
20. Select View Validity Rules by Cost to view the validity rules in the order of least
cost. Refer to the Oracle Process Manufacturing Product Development User's Guide for
more information.
21. Click OK to create the batch or firm planned order. The Recipe Validity Rules
Summary dialog box displays when there is more than one validity rule that is
valid for creating the batch. Select the appropriate validity rule as described in
Selecting Validity Rules for a Batch, page 6-23, and click OK.
2. View the workday calendar to determine available working time and nonworking
time.
• Run the Make to Order concurrent program. Refer to Running the Make to Order
Concurrent Program, page 14-20 for detailed information.
Heat Number
A heat number is an identifying number assigned to the product at the time of melting
in an electric arc furnace: e.g. 19345. Sometimes, but not universally, the first digit
indicates the furnace number; the second digit indicates the year in which the heat was
melted. The last three (and sometimes four) digits show that this was the 345th heat
melted in No. 1 furnace.
You can enter the Heat Number on an initial production batch which designates this
batch as the Heat batch and the lots produced out of the Heat batch also carry the same
heat number. The lots received through the other routes like PO receipts do not have
the heat number stamped.
When the lots produced out of the heat batch are consumed in the next set of
production batches, the batches get stamped with the same heat number. The lots
produced from the batches are stamped with the heat number of the parent batch.
In the Additional Information tab of the Batch Details form, the Heat Number field is
defaulted as Null, and you can enter the heat number manually. If you want to generate
a heat number based on a specific logic, you can define a custom hook and click the
Heat Number button to generate a heat number. If there is no custom hook defined a
warning message is displayed. You can write custom logic to generate and return heat
number using the GME_YIELD_CUSTOMIZATION_PVT.generate_heat_number API.
The following validations are applied at the time of entering or generating a heat
number:
1. The custom hook has the batch_id passed so that the required batch information
gathered to derive the heat number.
2. For the first heat or root batch, the heat number can be updated as long as the batch
is in pending to completed statuses.
3. The Heat number is validated such that it can only be updated to the heat number
of the lots consumed in the batch for all the child batches except for the root or
starting batch.
4. The E-Record generated for all the batch events include the heat number as part of
the E-Record template.
• Set to Validate Planned Start Date Only. Only the planned start dates are validated
against the validity rule date range when creating or rescheduling a batch or firm
planned order.
Rerouting a Batch
Rerouting is the process of selecting a different routing for the batch by selecting a new
validity rule that specifies a different recipe that has the same formula but a different
routing. When you reroute a batch, the Recipe Validity Rules Summary dialog box
displays to select the appropriate validity rule.
For rerouting when a batch is placed on hold, refer to Creating a Batch Hold., page 7-2
Prerequisites
• Create a batch.
To reroute a batch:
1. Navigate to the Batch Details window.
3. Select an effective validity rule with a different routing. A message displays when
other validity rules do not exist for the formula.
5. Click OK.
Editing a Batch
The Batch Details page enables you to enter or modify header and product information
for the batch, and displays all ingredients, products, and byproducts required for a
batch. Update the actual quantities on this window or by using the Update Material
Detail API that meets these criteria:
• Material is an item with no lot control, no location control, and no serial control.
• Only one real completed transaction exists for the material. It is updated
automatically based on the actual quantity entered.
You can update the actual quantity for lot or location control items that have a
single completed transaction. You can also update an effective plain item with a
zero actual quantity. This creates a new completed transaction for the quantity you
specify in the Actual Qty field.
You can use folders and flexfields with this window.
See: Oracle E-Business Suite User's Guide and Oracle E-Business Suite Flexfields Guide.
Prerequisites
❒ Set up the application as described in Setting Up, page 3-1.
❒ Create a batch.
To edit a batch:
1. Navigate to the Batch Details page.
Main
3. The following fields are display only:
• Recipe Version is the recipe version for the validity rule associated with the
batch.
• Parent Batch is the parent batch number or the firm planned order batch
number if the batch or firm planned order is a phantom.
4. Planned Start displays the planned start date for the batch. This field defaults from
the date assigned on the Create Batch/Firm Planned Order window. Edit this field
for a pending batch by choosing Reschedule from the Actions menu.
5. Actual Start displays the date and time when the batch was released.
7. Planned Completion displays the date calculated automatically from the routing or
production rules. Edit this field by choosing Reschedule from the Actions menu.
8. Actual Completion displays the actual completion date for the batch.
10. Enter the Required Completion date for the batch. This field is for reference
purposes only and is the batch due date. You can edit this field for pending and
WIP batches.
Additional Information
12. The following fields are display only:
• Routing is the code for the routing used in the batch. Edit this field for a
Pending batch by choosing Reroute from the Actions menu.
• Firmed is selected when the WPS engine should not reschedule the batch.
Refer to the Oracle Process Manufacturing Process Planning User's Guide for
additional information.
• Finite Scheduled is selected when the WPS engine reschedules the batch.
• Priority indicates how important the batch is. Lower numbers are higher
priority.
Refer to Oracle Process Manufacturing Process Planning User's Guide for detailed
information.
• Firm Planned Order is the firm planned order document number that created
the batch. This field is blank when the batch is not created from a firm planned
• Heat Number is an identifying number assigned to the initial batch at the time
of melting in an electric arc furnace. See the topic Heat Number, page 6-22 for
detailed information about entering or generating a heat number.
Ingredients
13. The following fields are display only:
• Actual Qty is the actual quantity of each ingredient used in batch production.
• WIP Plan Qty is the work in process planned quantity of the ingredients.
• Original Qty is the initial quantity of each ingredient when the batch was first
created. This field is a baseline from the initial creation of the batch, and cannot
be changed.
• Planned Qty is the quantity of ingredients that were planned. You can edit this
field for a pending batch.
• UOM is the unit of measure for the original and planned quantities. You can
edit this field for a pending batch.
16. Enter the Subinventory as the supply subinventory for the line. You can edit this
field.
17. Enter the Locator as the supply locator for the line. You can edit this field.
18. Contribute to Yield displays as Yes when the ingredient contributes to yield. You
can edit this field for a pending batch.
20. Enter a Scale Multiple as the scaling increment for the ingredient.
21. Enter Scale Rounding Variance % as the percent variance allowable for rounding
when the Scale Type is Integer. If the Rounding Variance field is left blank, then
rounding occurs without regard to variance.
• Down to allow the acceptable rounding direction down to the nearest multiple.
24. Enter aScrap Factor% as the anticipated amount of ingredient lost in the
manufacturing process as a percentage. For example, if the Scrap Factor is 10
percent, then an additional 10 percent of material is added to accommodate for this
25. Enter the Scrap Qty as the actual quantity of the ingredient lost in the production
process. You can enter scrap qty ranging from 0 to 1000000. If you enter a scrap
factor below 0 or above 1000000, then an error message displays.
• Manual when the ingredient is a phantom item that requires manual explosion
from the Actions menu.
28. Contribute to Step Qty displays as Yes if the ingredient contributes to step
quantity.
29. Step is the batch step number to which the ingredient is associated.
Products
30. The following fields are display only:
• Original Qty is the initial quantity of each product when the batch was first
created. This field is a baseline from the initial creation of the batch, and cannot
be changed.
• UOM is the unit of measure for the original and planned quantities. You can
edit this field for a pending batch.
31. Enter the Planned Qty as the amount of product to produce by the batch. The
Planned Qty changes when the batch is scaled, and is editable in a batch with a
status of Pending.
32. Enter Allocated Qty as the product quantity that is already allocated to pending
lots.
34. Enter the Yield Date as the planned completion date of the batch or batch step.
When the materials are inserted in WIP status, the actual completion dates display.
35. Enter the Subinventory as the yield subinventory. You can edit this field. For a
phantom batch, the yield subinventory defaults to the supply subinventory of the
ingredients.
36. Enter the Locator as the yield locator. You can edit this field.
38. Enter the Cost Allocation as the percent cost allocation for the product. You cannot
edit this field for completed batches. Cost allocation defaults to zero for a new
product line.
39. Contribute to Step Qty displays as Yes if the product contributes to the step
quantity
• Original Qty is the initial amount of each byproduct when the batch was first
created. This field is a baseline for the initial creation of the batch.
• Planned Qty is the amount of byproducts that were planned. The Planned Qty
changes when the batch is scaled, and is editable in a batch with a status of
Pending.
• UOM is the unit of measure for the original and planned quantities. You can
edit this field for a pending batch.
• Actual Qty is the actual quantity of byproducts yielded. This field displays on
batches with a status of WIP or Completed.
42. Enter Allocated Qty as the by-product quantity that is already allocated to pending
lots.
• Rework
• Sample
• Waste
• Yield
45. Enter the Yield Date as the planned completion date of the batch or batch step.
When the materials are inserted in WIP status, the actual completion dates display.
46. Enter the Subinventory as the yield subinventory. You can edit this field.
47. Enter the Locator as the default yield locator for the item.
49. Contribute to Step Qty displays as Yes if the ingredient contributes to step
quantity.
2. Select Edit Parent from the Tools menu. Edit the parent batch.
This option is available only for a phantom batch.
To scale a batch:
1. Select Scale Batch from the Tools menu.
2. Scale the batch as described in Scaling a Batch or Firm Planned Order, page 6-88.
2. Apply the yield as described in Using the Theoretical Yield Calculation, page 6-79.
To release a batch:
1. Select Release from the Actions menu.
3. Click OK.
To complete a batch:
1. Select Complete from the Actions menu.
2. Enter the Actual Completion Date as the date the batch was completed.
3. Click OK.
3. Click OK.
To unrelease a batch:
1. Select Unrelease from the Actions menu.
To reopen a batch:
Select Reopen Batch from the Actions menu. The Batch Status field displays Completed.
To reschedule a batch:
1. Select Reschedule from the Actions menu.
To reroute a batch:
1. Select Reroute from the Actions menu
2. Select a recipe validity rule. A message displays when no other validity rules exist
for the formula.
3. Click OK.
To terminate a batch:
1. Select Terminate from the Actions menu. A message displays:
Are you sure you want to terminate the batch? Yes/No.
3. Actual Start Date displays the actual start date of the batch.
4. Enter the Batch Termination Date as the date the batch is terminated
6. Click OK.
2. Select Create Phantom from the Actions menu. This option is available only for a
phantom type material.
To print labels:
Select Print Labels from the Actions menu. Refer to the Manufacturing Execution System
for Oracle Process Manufacturing User's Guide for more information.
To maintain reservations:
Select Maintain Reservations from the Inventory menu. Refer to Entering Reservations,
page 8-5 for more information.
2. Transact the material requirements for the batch. Refer to Transacting Materials,
page 8-6 for more information.
2. Query the batch and perform ingredient picking as described in Finding Ingredient
Requirements for Picking, page 9-2.
2. Select Material Summary from the Inventory menu. Refer to the Oracle Inventory
User's Guide for more information.
2. The Batch Group Association window displays. Refer to Using the Mass Batch
Actions Window, page 6-43 for more information. Note that if a batch is associated
to a group, then the group name and description display on the title of the Batch
Details window.
3. Select Add to Group to add the batch to a group or select Remove to remove the
batch from a group.
• Release
• Complete
• Close
• Unrelease
• Reopen
• Cancel
• Terminate
Prerequisites
❒ Set up the application as described in the Setting Up chapter.
❒ Create batches.
2. The Find Batches window displays. Enter search criteria in the Standard and
Advanced sections of the window to search for batches.
3. Enter any of the following criteria in the Standard section of the window:
• Organization displays the default organization. You can edit this field to search
for batches of a different organization.
• Pending to find batches that are scheduled. find batches that are scheduled.
• Recipe and Version to find batches that use a specific recipe or recipe and
version combination.
• Formula and Version to find batches that use a specific formula or formula and
version combination.
• Routing and Version to find batches that use a specific routing or routing and
version combination.
• From Plan Completion date and To Plan Completion date to find a specific
range of planned completion dates for batches.
• From Actual Start date and To Actual Start date to find a specific range of
actual starting dates for batches.
4. Enter any of the following criteria in the Advanced section of the window:
• Select any of the following Items:
• Organization
• Document
• Group
• Product
• Ingredient
• Byproduct
• Routing
• Routing Version
• Resource
• Resource Version
• Operation
• Operation Version
• Recipe
• Recipe Version
• Formula
• Formula Version
• Plan Start
• Plan Completion
• Greater Than
• Less Than
• Less or Equal
• Like
• Greater or Equal To Today - to generate a list of batches for which the date
specified in the Item field is greater than or equal to the current date minus
the value entered.
• Less or Equal To Today + to generate a list of batches for which the date
specified in the Item field is less than or equal to the current date plus the
value entered.
• Less or Equal To Today - to generate a list of batches for which the date
specified in the Item field is less than or equal to the current date minus the
value entered.
• Today to generate a list of batches for which the date specified in the Item
field is equal to the current date.
5. Click Find.
Prerequisites
❒ Perform Setup as described in Setting Up.
❒ Create batches.
Planned Start Date Displays the planned start date for the
batch.
Actual Start Date Displays the actual start date of the batch.
Actual Completion Date Displays the actual completion date for the
batch.
1. Actual Start date will be displayed only when you select the
Release action.
3. Actual Start date can be used only for pending batches that are
being completed, while Actual Completion date can be used for
WIP and pending batches.
4. Batch Close date will be displayed when you select Close batch
action.
Note: The above date fields will not be displayed for actions other
than Release, Complete, Close, and Terminate. Dates, if entered,
will be used to perform the selected batch actions such as Release,
Complete, Close, and Terminate.
3. Select any one of the following transactions that are available in the Select Action
field and click Go:
5. Enter the Group number to add the batch. If you set the Group Numbering
parameter to Automatic then a group number is generated automatically.
• If the move order quantity is greater than zero, then the material is reserved in the
supply subinventory and a move order is created to transfer the remaining
quantity.
When transacting the move order, the ingredient quantities are moved to the
manufacturing staging area or supply subinventory. The source locations for picking
material are derived from picking rules. Reservations are also considered during
picking. Refer to Ingredient Picking Workbench for more information on ingredient
picking.
• The move order is allocated based on predefined WMS picking rules. If insufficient
inventory is available, then a backorder is recorded. Backordered quantity is
selected for cross docking. Refer to Understanding Cross Docking, page 6-49 for
more information.
• Move orders are labeled with a system task type (Pick), and cannot be edited.
• A user-task type is assigned to the task. They are assigned based on predefined
Task Type Assignment Rules. The task type controls the skill set and equipment
required to perform the task. Task type assignment does not assign a task to an
operator, but rather to a skill set and optionally to an equipment item.
• Operators can load or drop a task. Loading a task indicates that the material was
loaded onto a piece of equipment or into the hands of a warehouse operator.
• Task drop confirms that the material is moved to the manufacturing staging
subinventory.
2. Make no entries to search all records. Enter any of the following criteria to narrow
the search:
Click Find. The Batch Steps window displays the results of the search.
• Routing displays the code for the routing used in the batch.
• Routing Qty UOM displays the unit of measure for the Batch Routing Qty
field.
Planned Dates
4. If you insert a new step, then you can edit information. The following fields display
step-specific information:
• Step displays the step number for the operation in the routing, and can be
edited when you enter a new step.
• Operation displays the code for the operation performed in the step, and can be
edited when you enter a new step.
5. Start displays the planned start date for the batch step. Enter a new Start date when
the batch step status is Pending by choosing Reschedule from the Actions menu.
6. Completion displays the planned completion date for the batch step. Enter a new
completion date for the batch step when the batch step status is Pending or WIP by
choosing Reschedule from the Actions menu.
7. Due Date is the scheduled due date for the batch step.
• Operation displays the code for the operation performed in the step, and can be
edited when you are entering a new step.
• Step Status displays the status for each operation step number.
• Completion is the actual completion date for each step entered on the
Complete Step window. You cannot edit this field until the step is closed.
Step Quantities
10. If you insert a new step, then you can edit information. The following fields display
step-specific information:
• Step displays the step number for the operation in the routing.
• Operation displays the code for the operation performed in the step.
• Step Status displays the status for each operation step number.
11. Planned displays the planned step quantity for each step as follows:
• If the automatic step quantity calculation feature is on, then the planned step
quantity is calculated from item step associations and step dependencies.
• If the automatic step quantity calculation feature is off, then the planned step
quantity defaults to the routing step quantity, as it is scaled to the total batch
quantity.
12. Actual displays the actual step quantity for each step with its UOM. If you do not
enter a value in this field, then it defaults as follows:
• If the automatic step quantity calculation feature is off, then the actual step
quantity is the planned quantity when the step is completed.
Charges
13. If you insert a new step, then you can edit information. The following fields display
step-specific information:
• Step displays the step number for the operation in the routing.
• Operation displays the code for the operation performed in the step.
• Step Status displays the status for each operation step number.
• Capacity displays the maximum step capacity with its UOM. This is calculated
as the smallest maximum capacity of the resources marked as capacity
constraining.
• Planned Charges displays the planned number of charges for the operation. It
is calculated from the step quantity and step capacity.
• Actual Charges displays the actual number of charges for the operation. It is
calculated from the step quantity and step capacity.
Others
14. If you insert a new step, then you can edit information. The following fields display
step-specific information:
• Step displays the step number for the operation in the routing.
• Operation displays the code for the operation performed in the step.
• Step Status displays the status for each operation step number.
• Manual to indicate that the step must be released and completed manually,
Required.
• Quality Status displays requirements for the step specified in the Oracle
Process Manufacturing Quality Management application:
• No Sample Required indicates a quality inspection sample is not required
for the step.
• Results Required indicates that results are required for the step.
• No Results Required indicates that test results are not required for the step.
Refer to the Oracle Process Manufacturing Quality Management User's Guide for
more information on quality statuses.
Operation Yield
15. The Operation Yield tab displays information related to yield measurement for the
selected batch and batch steps. The following fields display step-specific
information:
• Step displays the step number for the operation in the routing
• Operation displays the code for the operation performed in the step.
• Step UOM displays the unit of measure for the step as defined in the Product
Development parameters.
• Material Out Qty displays the sum of the actual quantity of the products and
by products produced out of the step.
• Total Out Qty displays the total quantity of Intermediate out and Material out
quantities of the step.
• Yield Loss displays the difference between the total out quantity and the total
in quantities of the step.
• Actual Yield % displays the yield percentage, which is the ratio of the total
output to the total input quantity and it cannot be more than 100%.
• Actual Cum Yield % displays the cumulative yield percentage, which is the
ratio of the total output to the cumulative input quantity.
• Planned Step Yield % displays the planned yield for this step and is derived
from the step yield defined at recipe.
• Planned Step Cum Yield % displays the planned cumulative yield, which is
the ratio of the total planned output to the cumulative input quantity.
The Step Transfer Details region allows you to enter the transactions for the
intermediate quantities transferred from one step to another See Entering
Intermediate Transfer Quantities and Viewing Yield Information topic for detailed
information. The following fields are displayed:
• In the To Step field, enter the step number in the operation to which the
material is being transferred.
• Operation displays the code for the operation performed in the step.
• In the Qty Out field, enter the quantity of material that you want to transfer to
the step that you entered in the To Step field.
• The From and To Step UOM fields displays the step UOM of the From Step
and To Step.
• Qty In displays the quantity of material coming into the step that you entered
in the To Step field. You can edit this field if the From and To Step UOMs do
not belong to the same class.
• In the Transaction Date field, enter the date on which the material must be
transferred to the specified step. This date must be between step start date and
actual completion date.
5. Close the window and reopen it to display the new Step in its proper sequence.
3. Enter the Actual Start Date. If you do not enter a date, then this field defaults to
system date.
2. Select Unrelease Step from the Actions menu. The Step Status changes from WIP to
Pending.
3. Enter the Actual Start Date. You can enter the Actual Start Date only for a Pending
Batch.
4. Enter the Actual Completion Date. This field defaults to the system date and time.
5. Click OK.
3. Enter the Batch Step Close Date. If you do not enter a Batch Step Close Date, then
this defaults to the system date and time.
4. Click OK.
4. Select Reschedule Preceding Steps to reschedule the steps preceding the current
step.
5. Select Reschedule Succeeding Steps to reschedule the steps succeeding the current
step.
6. Click OK.
3. Select Use Workday Calendar to schedule the batch step according to the workday
calendar associated to the organization.
5. Select Reschedule Preceding Steps to reschedule the steps preceding the current
step.
6. Select Reschedule Succeeding Steps to reschedule the steps succeeding the current
step.
7. Click OK.
2. Select Activity Details from the Actions menu. The Step Activities window displays.
2. Select Activity Details from the Actions menu. The Step Activities window displays.
4. Select Resource Details from the Actions menu. The Step Resources window
displays.
2. Select Reopen Step from the Actions menu. The Step Status changes from Closed to
Completed.
To log nonconformance:
1. Select Log nonconformance from the Tools menu.
• Finish-to-start with positive offset, to indicate that a process step begins a specified
period of time after the completion of its preceding step. For example, time is
required to rest material before the addition of another ingredient.
• Finish-to-start with negative offset, to indicate that a process step begins a specified
period of time before the completion of its preceding step. For example, a
production device needs to be activated before the addition of the next ingredient.
• Start-to-start with no offset, to indicate that a process step begins at the same time
as the step it depends on. For example, there is a need for simultaneous addition of
ingredients without interruption.
• Start-to-start with positive offset, to indicate that a process step begins a specified
time after the beginning of its preceding step. This is similar to finish-to-start with
negative offset, but by specifying that the dependency is start-to-start, you ensure
the positive offset is maintained when the previous dependent step finishes early.
The offset is defined in the Standard Delay field as a positive or negative number. The
application uses step dependencies when individual steps are rescheduled.
You can edit step dependencies only for a pending batch.
You can use folders with this window.
See: Oracle E-Business Suite User's Guide
For information regarding editing batch step activities when a batch is placed on hold,
refer to Creating a Batch Hold., page 7-2
Prerequisites
• Create recipes.
3. Select Batch Step Dependencies from the Actions menu. The Step Dependencies
window displays for the selected step.
4. The following table lists and describes various fields in the Step Dependencies
window.
Dependencies
5. Enter the Previous Step that the Batch Step displayed is dependent on. The
dependent step must follow the Routing Step entered in this field. For example, if
the displayed Batch Step is step 30, and the previous step number is dependent on
is step 20, then you enter 20.
• Version displays the version of the operation associated with the batch step.
• Finish-to-start if the start of the step specified in the Batch Step field is
8. Enter the Standard Delay as the standard number of hours from the end of the
preceding step to the start of the current step, or the start of the preceding step to
the start of the current step, depending on the Dependency Type entered. This field
is used to calculate step start times. If you enter a value equal to zero, then the step
following the current step begins immediately after the step ends or starts. If the
Dependency Type is finish-to-start, then enter a negative Standard Delay to create
overlapping steps.
9. Enter the Transfer Percent as the percentage of material that goes to the dependent
step after all products and byproducts are yielded. If automatic step quantity
calculations are on, then this percentage is used to calculate the quantity of the
dependent step. For example:
• If 40 percent of the material from the Previous Step comes into the current Batch
Step as a result of 60 percent of the material going to another step, then enter 40
for the Transfer Percent.
• If 90 percent of the material from the Previous Step comes into the current Batch
Step as the result of 10 percent being lost to evaporation or being retained by
processing equipment, then enter 90 for the Transfer Percent.
3. Select Activity Details from the Actions menu. The Step Activities window displays
for the selected step.
4. The following table lists and describes various fields in the Step Activities window.
Planned Start Displays the planned start date for the batch
step.
Planned
5. The following fields are display only:
6. Offset (Hours) displays the planned number of hours from the start of the step to
the start of the activity. You can edit this field. Required.
9. Factor displays the number of times the activity is performed. You can edit this
field.
Actual
11. The following fields are display only:
14. Factor displays the actual number of times the activity was performed. You can edit
this field.
3. Select Activity Details from the Actions menu. The Step Activities window displays.
Planned
6. The following fields are display only:
• Count displays the planned number of resources needed for this activity.
7. Enter appropriate information in various fields. The following table lists and
describes various fields
Actual
8. The following fields are display only:
Enter appropriate information in the following fields. The following table lists and
describes various tables:
Total Usage Enter the actual usage for the resource. For
example, one hour and 15 minutes is
entered as 1.25. Required.
Scheduling Information
9. The following fields are display only:
• Auxiliary for resources that work as companions with the primary resources to
perform an activity.
11. Enter the Offset (Hours)interval as the time delay from the start of the activity to the
• Fixed if the resource usage is not scaled, regardless of the quantity of material
being processed.
Costing Information
14. The following fields are display only:
17. Enter the Component Class code for the resource. Component classes group
resources for reporting purposes.
18. Component Class Description displays a brief description of the Component Class
field.
See: Oracle Process Manufacturing Process Planning User's Guide and Oracle Process
Manufacturing Product Development User's Guide.
2. The following fields default from the process parameter set up in the planning
application:
• Process Parameter is the name of the process parameter.
• Minimum is the lowest acceptable value for a numeric range type of process
parameter.
• Maximum is the highest acceptable value for a numeric range type of process
parameter.
3. Select Item-Step Association from the Actions menu. The Step Material Association
window displays for the selected step.
4. The following table lists and describes various fields in the Step Material
Association window.
5. Enter the Step number to associate to the item listed on the same line.
3. Click OK.
• If the batch outputs are scaled, then a factor is applied to all scalable outputs. A
calculated input scale factor is applied to all scalable ingredients.
Specify whether the quantities of each item in the batch are fixed or scalable.
Proportional scaling is the least complex scale type since the given and calculated
factors are applied appropriately to the scalable item inputs or outputs. In addition to
being present in fixed or scalable quantities, items in a batch can contribute to the yield.
In order to scale batches properly, specify whether the ingredients need to be increased
using fixed or proportional scaling. It is possible to have fixed scale ingredients that do
not contribute to yield.
For more information on scaling when a batch is placed on hold, refer to Creating a
Batch Hold., page 7-2
The following lists the Contribute to Yield types available in Process Execution:
• Yes indicates that an ingredient contributes to yield.
Fixed Scale
To scale a batch with fixed scale items, the application must convert the quantities of
ingredients, products, and byproducts to a common unit of measure. The unit of
measure used for this calculation is the base unit of measure specified by the Oracle
Proportional Scale
If the batch contains proportionally scalable ingredients, then the scalable ingredients
are increased in a direct ratio to produce the new product quantity. In the following
example, Product A is proportionally scaled from 10000 kg to 20000 kg.
Mixed Type Scaling: Proportional With Yield Contribution and Fixed Without Yield
Contribution
If the fixed quantity of an ingredient has no effect on batch yield, then the batch line
yield contribution field must indicate this. When a fixed quantity item that does not
contribute to yield is encountered by the scaling algorithms, the item quantity is not
scaled, and is ignored when deriving the scale factor to apply to the remaining items.
The batch is treated as consisting only of the remaining items.
If a batch is scaled so that 2000 kg of scalable product is made by converting 2000 kg of
scalable Ingredient 1 in the presence of 1000 kg of fixed scale Ingredient 2 that does not
contribute to the yield, then the output doubles. Scaling the inputs by a factor of 2
doubles the output quantity, since the fixed scale ingredient quantity is not to be
changed. It does not matter if 100 kg of Ingredient 2 is used. The same is true when
outputs are scaled.
Since it is not possible to use 2.5 pallets, the Integer scale type rounds the requirement
up to 3 pallets.
Complex Integer Scaling
The following example is a more complex example of using the Integer scale type with
directional rounding:
Ingredient 2 Integer 25 kg 40 kg
• Rounding Variance = 30 percent of the Batch Quantity After Scaling. This is 0.3 of 40
kg, or up to 12 kg
The acceptable Rounding Variance is up to 12 kg. The Rounding Direction is Down, and
the calculated absolute value for the down Rounding Direction is 15 kg, representing 3
• I2, ingredient two, has a original quantity of 50 units and is scaled proportionately.
• I3, ingredient three, has an original quantity of 25 units and is scaled with the
Integer scale type. The increment is 25, the rounding tolerance is 100 percent, and
the scaling direction of Up.
• I3 is scaled from 25 to 37.5, and rounded up to 50 using the specified increment and
rounding tolerance.
If item P1 is scaled again from 150 units to 300 units, then a proportional scaling factor
of two is applied to the planned quantity:
• I1 is scaled from 75 to 150 units.
A scaling issue occurs with I3, since the quantity calculated at second scaling is 100.
However, it must be scaled to 75. This calculation is obvious when the original quantity
is used for scaling. If the original quantity is used, then there is no issue.
If an ingredient, I4, is added to the batch, then its original quantity is zero. When a scale
factor is applied, the quantity remains zero. If the original quantity of P1 was itself an
• If the automatic step quantity calculation is on, then the step quantities and
resource usage are not changed, since none of the material quantities used were
changed. Once the steps are completed, the automatic step quantity calculation
selects the appropriate actual quantities to use in calculations.
• Scale Firm Planned Order. The Scale Firm Planned Order dialog box displays.
3. Select Percent.
4. Enter a percentage for the scaling Factor. For example, to double the material, enter
100.
5. Click OK.
• Scale Firm Planned Order. The Scale Firm Planned Order dialog box displays.
7. Select Recalculate Dates to calculate the new dates after scaling the batch.
8. Select Use Workday Calendar to use the workday calendar to recalculate the dates
9. Click OK.
Rescheduling a Batch
The Reschedule dialog box is available from the Batch window. Use it to change a
scheduled batch. Change the planned start date and time on a Pending batch. You can
also change the planned completion date and time on a Pending or WIP batch.
Completed batches cannot be rescheduled.
By changing the planned start date and time, you also change the planned start date
and time for any pending ingredient transactions. By changing the planned completion
date and time, you also change the planned completion date and time for any pending
autorelease product and byproduct transactions.
If you change either the Planned Start or Planned Completion dates, then the
application queries whether to apply the change to the other field. If you respond Yes,
To reschedule a batch:
1. Navigate to the Reschedule dialog box.
3. Select Use Workday Calendar to use the workday calendar to reschedule dates.
4. Click OK.
6. Click Yes to recalculate either the Planned Start or Planned Completion dates based
on the date entered in step 2.
Overview
Yield, in Process Manufacturing, is the usable output quantity divided by the input
quantity at every stage of the production process. The Oracle Process Manufacturing
Process Execution and Product Development applications allow you to measure the
yield of a product during an operation. Product Development application allows you to
define the planned yield for an operation, routing and recipe. When a batch is executed,
the actual yield is calculated including yield for an operation/step, cumulative yield
across steps, yield for a batch, and yield for a product. The timely capture and
measurement of planned and actual yield allows users to evaluate, maintain, and
maximize the efficiency of the manufacturing process.
The following diagram provides a high-level flow of the yield measurement process:
Batch Yield
Batch Yield is the ratio of the total actual output quantity to the total actual input
quantity.
The total actual output quantity is the sum of actual quantities of all the products and
byproducts yielded. The total actual input quantity is the sum of the actual quantities of
ingredient issued. Ingredients that are contributing to the yield are only considered.
• The preceding steps are not complete; the step cumulative yield and grand
cumulative yield cannot be calculated.
2. Step Transfer Details: This region allows you to enter multiple transfer
transactions of the intermediate quantities.
For example, if Step 10 has intermediate output quantity of 100 out of which 60 is
transferred to Step 20 and 40 is transferred to Step 30, the Intermediate Output Quantity
in the Summary region is displayed as 100 and Step Transfer Details region displays
two transactions of 40 and 60. See Editing Batch Steps, page 6-52 for detailed
information about various fields in the Operation Yield tab.
The following business rules and validations are applied on the Step Transfer Details
region of the Operation Yield tab:
1. You can transfer material between the steps only when the status of step is released.
The yield for a step is calculated when the status is changed to Complete.
2. UOM of the transferred quantity must be same as that of the step UOM.
3. The transfer quantity from the current step to the multiple steps at various points of
time can be entered in the step transfer detail block. The To Step of the Transfer
Details region defaults as per the step dependency but you can edit the value.
4. The Transfer Out Quantity that you enter in the Step Transfer Details region is
displayed in the Transfer In Quantity and cannot be edited if the UOMs of
quantities in the From and To Step UOM fields are same and they belong to the
mass or volume UOM classes. If the UOMs are different or do not belong to the
mass or volume classes, you can edit the quantity in the To Step UOM field which is
defaulted according to the conversion in case of the unit of measures of two steps
belonging to the same class.
5. Transaction Date in the Step Transfer Details region is defaulted to the system date
of the transaction however; the date should be between the step actual start date
and step actual completion date.
6. There should not be circular sequence created through the transfer quantities
entered between the steps, for example, you cannot transfer quantities from step 10
to 20 and then step 20 to Step 10.
7. The batch step transfer quantities cannot be modified if the batch is on hold either
in Stop or Pause mode.
The following business rules and validations are applied on the Summary region of the
2. The Material Out Quantity is derived from the total actual quantity of the
associated products and by products of type Yield and converted into the step
UOM.
4. The Intermediate In and Out quantities fields in the Summary region are non
editable and are derived from the Transfer In and Transfer Out Quantities
respectively for that step from the Step Transfer Details region.
5. The value in the Intermediate Out field in the Summary region should always
match to the sum of the Transfer Out Quantity fields in the Step Transfer Details
region.
6. The value of the step's Intermediate Out quantity must match with the sum of the
input quantities of the following steps.
• GME_BATCH_DTLS_INTERFACE
• GME_BATCH_ACTIONS_INTERFACE
• GME_RESOURCE_TXNS_INTERFACE
• GME_INTF_ERRORS
Users are required to load the data into these staging interface tables with a Pending
status before launching different open interface concurrent programs to import the
batches and related information:
1. The data loaded to interface tables is in a Pending status.
• Rows either failing validation or import are marked with an Error status.
Users can query, view, update and re-process the interface rows using the following
forms:
1. Batch Header Interface
• Update a batch.
• Reroute a batch.
• Reschedule a batch.
Creation Date Enter the creation date range for the batch
that you want to import in the respective
fields.
• Update Batch
• Reschedule Batch
• Reroute Batch
3. Click Find.
The details of the batch appear.
2. Query the batch. Refer to the Viewing Batch Header Interface Information section
for more details.
Actions Menu
You can perform the following actions from the Actions menu on the Batch Header
Interface Rows page:
Action Description
• Step Actions
• Insert, update, delete, or reschedule a step.
• Activity Actions
• Insert, update or delete an activity.
• Resource Actions
• Insert, update or delete a resource.
• Material
• Step
• Activity
• Resource
• Process Parameter
• Create
• Update
• Reschedule
• Reroute
Creation Date Enter or select the date range that you want
to view.
3. Click Find.
The details of the batch appear.
2. Query the batch. Refer to the Viewing Batch Details Interface Information section
for more details.
Actions Menu
A user can perform the following actions from the Actions menu on the Batch Details
Interface Rows page:
Action Description
Select All Select all the records that appear in the results
table.
• Complete a batch.
• Close a batch.
• Cancel a batch.
• Terminate a batch.
• Reopen a batch.
• Unrelease a batch.
• Step
• Release a step.
• Complete a step.
• Close a step.
• Unrelease a step.
• Revert a step.
• Release
• Complete
• Close
• Re Open
• Revert to WIP
• Un Release
• Terminate Batch
• Cancel Batch
3. Click Find.
The details of the batch appear.
2. Query the batch. Refer to the Viewing Batch Action Interface Information section
for more details.
Batch Actions
This page displays batch information such as Batch Number, Organization, Action,
Object Type, Process, and various actions that you can perform on the batch, and so on.
For details regarding the various columns in these tabs and the values that a user can
modify, navigate to Integrated SOA Gateway > Integration Repository > Process
Manufacturing > OPM Process Execution.
The Batch Actions page also displays the details of the errors that occurred during batch
interface processing. You can view the following details:
Actions Menu
You can perform the following actions from the Actions menu on the Batch Actions
page:
Action Description
Select All Select all the records that appear in the results
table.
2. Query the batch. Refer to the Viewing Batch Resource Transaction Interface
Information section for more details.
Main
This page displays batch information such as Batch Number, Organization, Resource
Instance Number, Instance ID, Resource Usage, and so on.
Attributes
This tab displays the additional batch information entered by the user using the
descriptive flexfields (Attribute 1 to Attribute 30) and Attribute Category.
For details regarding the various columns in these tabs and the values that a user can
Actions Menu
You can perform the following actions from the Actions menu on the Batch Resource
Transactions page:
Action Description
This chapter explains how to create and release hold for a batch.
This chapter covers the following topics:
• Overview of Batch Hold
• Creating a Batch Hold
• Defining a New Hold Reason
• Releasing a Batch Hold
• Viewing Hold History for a Batch
• Pause: In Pause mode, the batch is temporarily paused while an issue is being
resolved. Material can still be issued to the batch, downstream operations can be
rescheduled, and material can be moved to the next operation. The next operation
The following table explains the hold applicability on different batch statuses.
Batch Status Hold Mode: No Hold Hold Mode: Stop Hold Mode: Pause
Closed/Cancel Yes No No
/Terminated
• The system date is treated as the default start date. It is a read only field.
• You can only specify an end date while removing a batch from hold.
• The end date should be greater than the start date and cannot be later than the
current date.
• If there is an active hold, the hold reason is displayed and the start date becomes
read only.
Related Topics:
See: Creating a Batch Hold, page 7-2
See: Defining a New Hold Reason, page 7-6
See: Releasing a Batch Hold, page 7-6
See: Viewing Hold History for a Batch, page 7-7
Prerequisites
❒ Create a batch
❒ Perform a search for the batch using the Find Batches window.
2. From the Tools menu, select Hold. The Batch Onhold window appears.
3. Select the Hold Type from the list. The available options are Stop and Pause.
4. Select an appropriate Hold Reason from the list. To create a Hold Reason, see
Defining a New Hold Reason, page 7-6.
5. Once the batch hold E-Record is approved, the system date is treated as the Start
Date.
7. Click OK to place the batch on hold or click Cancel to discard your changes and
return to the Batch Details window.
The following table lists the actions that are allowed or not allowed when a batch is
placed on hold:
Reservations/Picking/MO Yes No
Planning Yes No
Simulation Yes No
MES: Dispense No No
Important: Actual Quantity and Date fields that are not allowed to
be updated while the batch is in hold mode Pause are:
• Material Actual Quantity
• Batch Steps
• Activities
• Resources
3. Search for Process Manufacturing Process Execution. Select it and click Go. A list of
lookups is displayed..
4. Click the Update icon for the Select Batch Onhold Reason Types. The Update
Lookup Type: Batch Onhold Reason Types window appears.
5. In the Lookup Codes section, click the Add Another Row icon.
6. Enter a valid Code, a valid lookup Meaning and a brief Description for your
lookup.
8. Enter the Effective Dates between which this Lookup will be active. If you do not
enter a start date, your Lookup is valid immediately.
9. Select or clear the Enabled check box to indicate whether applications can use your
Lookup. If you do not select this check box, users cannot insert additional records
using your lookup, but can query records that already use this Lookup.
❒ Perform a search for the batch using the Find Batches window
2. From the Tools menu, select Hold Release. The Batch Onhold window appears.
3. Hold Type displays the current hold mode for the batch.
4. Hold Reason displays the reason that you selected when you placed the batch on
hold.
5. The Start Date field displays the date on which the batch was placed on hold.
6. Hold Comments displays additional information that you entered when you placed
the batch on hold.
8. The End Date field is populated with the current system date.
9. Click OK to release the batch hold or click Cancel to discard your changes and
return to the Batch Details window.
2. Click the Hold History button. The Hold History window appears and displays all
the details of the selected batch.
Understand and use batch reservations, material move orders, and inventory
transactions. Understand differences between high-level reservations and detailed-level
reservations. Create detailed-level reservations. Understand material transactions. View
move orders and enter pending product lots. Understand how to manage inventory
shortages and to reserve a batch as a supply source for inventory reservations. Cross-
integrate the Process Execution application with Mobile Supply Chain applications for
Oracle Process Manufacturing.
This chapter covers the following topics:
• Using Reservations, Move Orders, and Transactions
• Understanding Batch Reservations
• Creating High-Level Reservations
• Creating Detailed-Level Reservations
• Entering Reservations
• Creating Reservations Using the Simulator and Optimizer
• Transacting Materials
• Viewing Material Transactions
• Using the Lot Entry and Serial Entry Windows
• Viewing Material Exceptions
• Editing Material Transactions
• Viewing Move Orders
• Entering Pending Product Lots
• Managing Inventory Shortages
• Using the Select Available Inventory Window
• Reserving a Batch as a Supply Source for Inventory Reservations
4. Pick material and move to supply subinventory. This creates a detailed reservation
to the batch in the supply subinventory.
5. Consume the ingredient from the supply subinventory by releasing the batch,
releasing a step, performing incremental backflushing, or by consuming manually.
6. View the details of the ingredient consumption that are recorded as material
transactions on the View Material Transactions window.
For transactions that are affected when a batch is placed on hold, refer to Creating a
Batch Hold., page 7-2
Prerequisites
❒ Create a batch.
2. Select Reserve Batch from the Inventory menu. Reserved Qty displays the reserved
ingredient quantity.
3. Select Reserve Line from the Inventory menu. Reserved Qty displays the reserved
quantity for that line.
• Material can be selected and reserved from the Select Available Inventory window.
2. Select AutoDetail Batch from the Inventory menu. Reserved Qty displays the
reserved quantity for the ingredients.
3. Select AutoDetail Line from the Inventory menu. Reserved Qty displays the
reserved quantity for that line.
Entering Reservations
The Item Reservations window lets you view, insert, and update the reservations for a
To enter reservations:
1. Navigate to the Batch Details window.
Transacting Materials
The Material Transactions window displays all the material transactions for a batch and
can complete the transactions for materials reserved for a batch. If you do not have any
material reservations for a batch, then enter material transactions by entering the
required quantities on this window and then transacting them. The transaction date
also displays and has the following defaults:
• When the batch is created, ingredient transactions default to the planned start date
of the batch. Ingredients with a consumption type of Automatic by Step default to
the planned start date of the step to which they are associated.
When you enter material transactions in the Material Transactions window, select a
transaction type for:
• Ingredients:
• WIP Return: Returns ingredients from batches to inventory. For example, when
you unrelease a batch it does not consume the ingredients and returns them to
the inventory. WIP Returns reverse WIP Issues.
• Products:
• WIP Completion: Issues the products produced from the batches to the
inventory.
• WIP Return: Returns the products from inventory to batches. For example, if
you accidentally complete a batch and revert back to WIP, then the inventory
returns the products.
• Byproducts:
• WIP Completion: Issues the byproducts produced from the batches to the
inventory.
• WIP Return: Returns the byproducts from inventory to batches. For example if
you accidentally complete a batch and then revert back to WIP, then the
Inventory returns the products.
Prerequisites
❒ Create a batch.
4. The following table lists and describes various fields in the Material Transactions
window.
5. Pending Move Orders is selected when pending move orders exist for this item. It is
deselected when there are no pending move orders.
6. Pending Reservations is selected when unconsumed reservations exist for this item.
It is deselected when there are no unconsumed reservations for the item.
10. Click Transact to complete the transaction or click Cancel to cancel the changes and
close the window.
2. Select View Material Transactions from the Inventory menu. Refer to Transacting
Materials, page 8-6 for more information.
2. Click Lot/Serial.
Refer to the Oracle Inventory User's Guide for a detailed description of the window.
2. To assign only one serial number, use the Serial field in the Item Reservation
window. To assign multiple serial numbers, click Serials.
Refer to the Oracle Inventory User's Guide for a detailed description of the Serial
Entry window.
4. Click Lot/Serial.
This takes you to the Lot Entry window.
5. Click Serial.
This takes you to the Serial Entry window. Refer to the Oracle Inventory User's Guide
for a detailed description of the window.
• Release a step and any ingredients associated with the step that have a
consumption type of Automatic by Step and are not fully transacted.
• Use incremental backflushing and the quantities that are backflushed and are not
fully transacted.
• Complete a batch and have not transacted any of the ingredients, products, or
byproducts in the batch.
• Complete a batch step and any items associated to the step with a consumption
type or yield type of Automatic by Step and are not fully transacted.
• Use Select Available Inventory for ingredients to create either detailed reservations
or transactions.
❒ Create reservations.
2. The following table lists and describes various fields in the Material Exceptions
window.
3. Pending Move Orders is selected when pending move orders exist for this item. It is
deselected when there are no pending move orders.
4. Pending Reservations is selected when unconsumed reservations exist for this item.
It is deselected when there are no unconsumed reservations for the item.
7. Enter the appropriate information in the following fields. The following table lists
and describes various fields.
8. Click Proceed to complete the transaction or Cancel to cancel the changes and
return to the Batch Details window.
Prerequisites
❒ Create a batch.
❒ Create reservations.
3. The Correct Material Transactions window displays. The following table lists and
describes various fields in the Correct Material Transactions window.
5. Click Correct to save the changes to the material transactions or Cancel to cancel the
changes and return to the Batch Details window.
Prerequisites
❒ Create a batch.
• Secondary UOM is the secondary unit of measure for the material. This
displays if the item is dual unit of measure controlled. The value defaults from
the secondary UOM specified on the material line.
• Primary Qty is the material transaction quantity calculated using the Primary
UOM.
6. If the item is dual unit of measure controlled, then enter the Secondary Qty of the
material in the secondary unit of measure.
7. Item Revision displays the item revision for the material line if it is revision-
controlled. The highest revision displays by default. You can edit this field. The
material is yielded in the specified Item Revision.
9. Click Done.
• Shortages at the subinventory level based on the material status and ATT in the
supply subinventory. Only ingredient lines that have a supply subinventory
defined on the material line display.
In case of revision control items, the shortages are derived based on the revision of the
item used as a material in the batch. Nonstockable items are not considered for checking
shortages.
3. The following table lists and describes various fields in the Batch Details window.
Understand how to find and pick ingredients for a batch. View the batch list summary
information and identify picking materials and the ingredient summary.
This chapter covers the following topics:
• Understanding Ingredient Picking
• Finding Ingredient Requirements for Picking
• Viewing the Batch List Summary
• Viewing Batch Summary Information
• Picking Material
• Viewing the Ingredient Summary
• Mobile technology to reserve material, release, and complete a batch or batch step
using mobile transactions.
Refer to the Oracle Process Manufacturing Mobile Supply Chain Application for Oracle
The use of the ingredient picking feature is optional and is designed to work with both
Oracle Warehouse Management Systems (WMS) and non-WMS organization. If you
install WMS, then the following features are available:
• Material Transactions based on the WMS picking rules engine
• Cross docking
Refer to the Oracle Warehouse Management User's Guide for more information.
When an ingredient line is picked:
• A move order is created based on the picking rules established through Oracle
Inventory or Oracle WMS.
• The move order takes the inventory from the source subinventory and locator to the
supply location required by the batch.
• When there is insufficient inventory, the ingredient line is backordered. If you are
using WMS, then backordered lines can be repicked when inventory is available or
are eligible for cross docking if you have installed WMS.
• Plan Tasks are supported as an option when using WMS. Tasks are not
automatically dispatched, but can be planned together with other open tasks.
Refer to Understanding Task Creation, page 6-48 for more information.
All materials are verified for their material status so that their effective status is
consumable by process production.
Prerequisites
❒ Create a batch.
Standard
3. Enter Batches as:
4. Enter any of the following criteria in various fields to filter search results:
Material Requirement Date, From and To To search for batches that have ingredient
requirements within a specific date range.
• Batch
• Recipe Number
• Recipe Version
• Formula Number
• Formula Version
• Routing Number
• Routing Version
• Product
• Ingredient
6. Condition enables you to select a comparison operator. Select one of the following
Conditions for the item to build a relational expression:
• Equal
• Greater Than
• Less Than
• Greater or Equal
• Less or Equal
• Like
• Less or Equal To Today + to generate a list of batches for which the date
specified in the Item field is less than or equal to the current date plus the value
entered.
• Less or Equal To Today - to generate a list of batches for which the date
specified in the Item field is less than or equal to the current date minus the
value entered.
• Today to generate a list of batches for which the date specified in the Item field
is equal to the current date.
9. Click Find.
Plan Start Date Displays the planned start date for the
batch.
Actual Start Date Displays the actual start date for the batch.
Prerequisites
❒ Create batches.
3. Click Requirements.
Plan Start Date Displays the planned start date for the
batch.
Actual Start Date Displays the actual start date for the batch.
6. Use the results to perform picking as described in Picking Materials, page 9-9.
Prerequisites
❒ Create a batch.
2. Click the batch node for which you require the information.
Plan Start Date Displays the planned start date for the
batch.
Actual Start Date Displays the actual start date for the batch.
Picking Material
Pick material for batches using the Batch List Summary window. A move order is
created when you pick material. You can also plan tasks and create pick slips based on
pick slip grouping rules.
Refer to the Oracle Inventory User's Guide and the Oracle Warehouse Management User's
Guide for information on move orders, pick slip grouping rules, and creating tasks.
2. Select Include to select the batch that you want to pick material for. When you select
the batch, move orders are created for all the ingredients of the batch, that need to
be moved to the supply subinventory. You cannot delete selected ingredients from
a batch.
4. Select Print Pick Slips to automatically submit a request to print the Pick Slip report.
5. Select Plan Tasks to create picking tasks for Oracle Warehouse Management
Systems (WMS) to release the tasks. This is not enabled for non-WMS organizations.
6. Click Pick Material. When the pick release is complete a message displays the move
order number.
If partial allocation occurs due to unavailable inventory, then the following message
displays:
"Material requirements for some of the selected ingredients could not be fully
allocated."
A backorder is created for the remaining quantities of the ingredients. You can
perform repicking for these ingredients by querying batches with backorders. Refer
to Finding Ingredient Requirements for Picking, page 9-2 for more information.
Plan Start Date Displays the planned start date for the
batch.
Actual Start Date Displays the start date for the batch.
This chapter provides procedures for releasing and unreleasing a batch, and also
includes procedures for incremental backflushing.
This chapter covers the following topics:
• Releasing a Batch
• Unreleasing a Batch
• Releasing a Batch Step
• Unreleasing a Batch Step
• Checking Material Status When Consuming Ingredients
• Checking Lot Status When Yielding Product
• Understanding Incremental Backflushing
• Calculating Resource Usage for an Incremental Backflush
• Performing Incremental Backflushing
• Editing Batch Steps in Production
• Understanding Charges
• Using Operation Charge Step Dependencies
• Calculating Charges for Dependent Steps
• Understanding Activity Factors
• Editing Resource Transactions
• Recording Batch Operation Work in Process
Releasing a Batch
The Release Batch dialog box enables you to enter a date for releasing a batch for
production.
• For a laboratory batch, with the Update Indicator set to No, the application updates
the WIP planned quantity to the planned quantity for all materials, and then
updates the actual quantity of ingredients to the planned quantity.
Prerequisites
• Create a batch.
To release a batch:
1. Navigate to the Batch Details window.
5. Click OK.
Unreleasing a Batch
Once a batch is released, you can to revert its status from Released to Pending.
Completed transactions are reversed, actual values are reset to zero, and inventory is
updated.
Prerequisites
To unrelease a batch:
1. Navigate to the Batch Details window.
6. Click OK.
If the application finds ingredients associated with the step that have a
consumption type of Automatic by Step and are not fully transacted, then the
application consumes the ingredients and creates transactions. Refer to Transacting
Materials, page 8-6 for more information on material transactions
• Set to Yes, the parameter lets the yield transaction retain the status of the material
already in the target location.
• Set to Yes With Exception, the parameter allows the yield transaction to be saved
only if the on-hand balance of the lot in the target location is 0. In this case, the
quantity yielded assumes the default status for the item.
The parameter only applies when the lot has a status different from the item status. If a
lot yielded has the item default status, then you can yield an additional quantity into
the same location.
Set incremental consumption types for formula lines in the Oracle Process
Manufacturing (OPM) Product Development application. When the batch is released,
the WIP planned and actual quantities are:
Product 1 100 0
Ingredient 1 90 0
Ingredient 2 2 0
Ingredient 3 8 0
Product 1 100 10
Ingredient 1 90 9
Ingredient 2 2 2
Ingredient 3 8 0
Product 1 100 10
Ingredient 1 90 10
Ingredient 2 2 2
Ingredient 3 8 0
When you edit items with a consumption type of Incremental on the Batch Details
window, they function the same as items with a consumption type of Manual, and there
is no effect on the quantities of the other items in the batch.
When you perform another incremental backflushing of 10 units of Product 1, batch
quantities adjust as follows:
Product 1 100 20
Ingredient 1 90 19
Ingredient 2 2 2
Ingredient 3 8 0
Another 10 units is added to the actual quantity of Product 1, and the scale factor is
calculated to be 0.1. An incremental quantity of 9 units of Ingredient 1 is calculated and
added to the previous actual quantity of 10, resulting in a new actual quantity of 19. The
actual quantities of Ingredient 2 and Ingredient 3 remain unchanged.
Each time an incremental backflushing is performed, the application creates completed
transactions for the incremental quantity. Look at the transactions for Ingredient 1,
assuming for the moment that it is neither lot-controlled nor location-controlled, then
you see the following:
The item that drives incremental backflushing does not require a consumption or yield
type of Incremental. Since the quantity of the item that drives incremental backflushing
is measured and entered, and is not calculated by the application, it generally has a
consumption or yield type of Incremental or Manual. In the previous example, Product
1 drives incremental backflushing. The incremental backflushing can also be driven by a
byproduct or ingredient. It does not have to be a product.
Important: Create serial numbers for serial control product items before
performing incremental backflushing.
For lot, serial, or locator-controlled items, the application determines the lot, serial, or
locator for the full incremental quantity. This is required because all completed
transactions for lot-controlled items must specify a lot. If this were not required, then
the on-hand balances would not reflect the current total on-hand inventory. If there is
insufficient quantity in reservations or pending product lots to consume from or yield
into when an incremental backflushing is performed, then the Material Exceptions
window displays the exception quantities. You can proceed with incremental
backflushing without solving the exceptions.
You can also adjust quantities downwards by entering a negative incremental quantity
or a new actual quantity that is less than the current actual quantity. If actual quantities
are reduced through incremental backflushing, then the application recreates
reservations.
Performing negative incremental backflushing using the
GME_INCREMENTAL_BACKFLUSH_PVT.incremental_backflush API, creates
reservations against supply sub inventory on the ingredient. To prevent creation of
reservations while using the GME_INCREMENTAL_BACKFLUSH_PVT.
incremental_backflush API, set the following parameters:
• p_create_resv_pend_lots: Set this parameter as zero if you do not want to create
any reservations while performing negative incremental backflushing.
• p_tolerance: Set this parameter to a value which is greater than 1 and less than .99
to resolve the problems caused by rounding over the course of multiple incremental
backflushes. The default value is .9997
5. Each time you record a new quantity of the product yielded by the batch, enter it on
the Incremental Backflushing window. Enter an incremental quantity, the new
actual quantity, or the percent of planned quantity produced until the time of
making the entry.
6. Click OK to save the batch with the actual quantity updated for the product and
ingredients, and the quantities are consumed from the existing reservations.
7. When the batch is finished, select Complete from the Actions menu on the Batch
Details window.
4. Each time a lot of the product is yielded, enter the new lot and quantity on the
Pending Product Lots window available from the Batch Details window.
6. Click OK on the Pending Product Lots window. Return to the Batch Details
window.
7. Select Backflush from the Actions menu on the Batch Details window. The
Incremental Backflushing window displays the new actual quantity and the
incremental quantity entered for the new lot.
8. Click OK to redisplay the Batch Details window. Note the actual quantity of the
ingredients is backflushed.
10. When the batch is complete, select Complete from the Actions menu on the Batch
Details window.
Implementation Considerations
• If the product is set to the incremental or manual yield type and the yield was not
completely recorded using incremental backflushing, then when the batch is
completed, these materials display in the Material Exceptions window. You can
record the remaining yield. Because this is a manual process and not done through
incremental backflushing, the resource usage is not backflushed.
• Only the step associated to the product that incremental backflushing is initiated
from and all its dependent preceding steps have the usage backflushed.
• ASQC must be set to Off. The Calculate Step Quantities indicator on the recipe
header must be deselected.
• If an associated step or any dependent step is completed, then the usage is not
backflushed. This extends to completed batches where it is possible to initiate
incremental backflushing for materials, but does not affect the resource usages.
The usage for Step 10 is calculated at 100 percent for the first incremental backflush, and
remains unchanged for subsequent incremental backflushing. This is because, based on
Step 10 is complete. The usage remains unchanged for Step 10 each time incremental
backflushing is initiated on Product 1. This example also shows a start-to-start
dependency from Step 10 to Step 5. Step 5 shows no usage calculation because when a
completed step is encountered, the usage backflushing does not continue.
Following is an illustration of the previously tabulated step dependencies, plan resource
usage, and actual resource usage:
An incremental backflush is performed on Product 1. Usage is not calculated for step 30.
Following is an illustration of the previously tabulated step dependencies, plan resource
usage, and actual resource usage:
Step 20 is released:
• Activity 3 has a Plan Activity Factor of 1 and an Actual Activity Factor of 1.
The actual total usage for Resource 3 is based on 2 charges because the step quantity is
greater than the quantity for 1 charge. This causes the usage to be rounded up to the
next charge of 2.
Following is an illustration of the previously tabulated step dependencies, plan resource
usage, and actual resource usage:
• If the calculation is initiated from the finish-to-start path (from step 20), then the
actual usage is one hour.
This example shows two steps dependent on step 10 with different dependency types.
One of these steps is a finish-to-start dependency. It is recommended that Step 10 be
completed, and not be work in process (WIP). In that case, the resource usage remains
unchanged because it already has a usage calculated on completion. If you have both a
start-to-start and a finish-to-start dependency back to the same step, then the earlier
step must be completed before backflushing resource usage.
• If you access this window from the Batch Details window, then the window
displays all batch header information supplied.
3. The following table lists and describes various fields in the Batch Details window.
• If you access the window from the Batch Details window, then the Item code,
Description, and Line Type display automatically.
• A new actual quantity in the New Actual field for the UOM displays.
• A new percent of the planned quantity in the Percent Plan field. Enter the
percent as a whole number. For example, enter five percent as 5.
Based on the field entered, the application calculates the values for the other
fields. For example, if you enter a new actual quantity, then the values are
calculated for the incremental quantity and percent of planned quantity.
7. To override entry of the default system date and time for the incremental
backflushing operation, enter Transaction Date as the actual date the incremental
backflushing is performed. Leave this field blank to enter the current system date
and time.
• If you access the window from the Batch Details window, then the application
redisplays the batch where you select Incremental Backflush from the Actions
menu. Edit the calculated actual quantities or enter any additional transactions.
Understanding Charges
A charge is defined as one full load of material accommodated in a single pass through
the processing equipment. Charge calculations consider the:
• Volume or mass of material processed
For example, a charge requires one hour of mixing time. The size of the mixing vessel,
the method of mixing, and the material mixed all contribute to the processing rate
limitations. If a batch is planned for 4500 gallons, and the routing step has a tank
capacity of 1000 gallons, then five charges, or mini-batches, are required to process the
full 4500 gallons. If Proportional scaling is used for this calculation, then 4.5 hours of
processing time is required. However, the actual required process time is a full five
hours, as in most cases, after producing 4000 gallons, the remaining 500 gallons of
material still needs a full hour of processing.
Example
For example, step 10 yields a charge in 100 pound increments. Step 20 consumes that
material by-charge in the same increment. The yield at the end of the charge determines
the timing for the material. Therefore, define a finish-to-start relationship, and select the
Apply to Charge indicator. Step 20 starts its first charge at the end of the first charge for
step 10. This functionality applies to users of the Oracle Advanced Supply Chain
Planning (ASCP) application. Refer to Oracle Process Manufacturing Process Planning
User's Guide for additional information.
• Rescheduling a batch clears charge detail dates. All customary batch rescheduling
rules apply.
• Set to Yes, it updates the actual resource usage every time the actual step quantity is
updated.
Implementation Consideration
If using resources with a scale type of By Charge, then update the actual step quantity
in integer multiples of charges to reflect the correct usage.
You can use folders with the Resource Transactions window.
See: Oracle E-Business Suite User's Guide
Prerequisites
• Create a batch with a routing.
Transaction Details:
3. Enter the Transaction Date. The current date and time is the default if you enter a
new transaction.
6. Enter the End Date for the transaction. If the resource usage is not expressed in time
units, then this date defaults to the start date.
8. Enter the Instance Number as the specific instance of the resource that performed
the transaction.
2. Query the Batch document number and Batch Step number to edit work in process
transfers.
WIP Received:
3. Enter the Quantity of material received as a transfer into the Batch Step displayed
on this window. Required.
4. Enter the UOM for the material quantity transferred to the Batch Step. Required.
5. Enter the Step Number of the batch step that is the source of the material transfer.
Required.
7. Enter the Transaction Date and time of the material transfer. This field defaults to
the current system date and time.
WIP Sent:
8. Enter the Quantity of material sent as a transfer from the Batch Step displayed on
this window. Required.
9. Enter the UOM for the material quantity transferred from this batch step. Required.
11. Enter the Transaction Date and time of the material transfer. This field defaults to
the current system date and time.
3. Click Find.
Completing a Batch
The Complete a Batch dialog box lets you complete a batch.
Prerequisites
• Verify that the batch status is pending or work in process.
To complete a batch:
1. Navigate to the Batch Details window.
4. Actual Start Date displays the start date entered for the batch. You can edit this
field.
5. Enter the Actual Completion Date as the date when the batch is completed and it
must be greater than the Actual Start Date. If there are outstanding issues, then
appropriate messages display.
3. Select Revert to WIP from the Actions menu. If there are outstanding issues, then
appropriate messages display. Batch status changes from Completed to WIP.
Closing a Batch
The Close Batch dialog box lets you close a batch. Only a completed or terminated batch
can be closed. All batch steps must have a status of Completed or Closed to close a
batch. A terminated batch with canceled, completed, or closed steps can be closed.
Closing a batch prevents any further editing of the batch. This must be done after you
are confident all the batch information is recorded correctly.
Prerequisites
• Complete a batch.
To close a batch:
1. Navigate to the Batch Details window.
3. Select Close from the Actions menu. The Close Batch dialog box displays.
3. Select Reopen Batch from the Actions menu. Batch status changes from Closed to
Completed.
This topic shows you how to run and interpret inquiries for a production schedule,
work in process, material variances, batch step variances, resource variances, and
resource usage.
This chapter covers the following topics:
• Running a Production Schedule Inquiry
• Interpreting a Production Schedule Inquiry
• Running a Work in Process Inquiry
• Interpreting a Work in Process Inquiry
• Interpreting Work in Process Inquiry Details
• Running a Material Variance Inquiry
• Interpreting a Material Variance Inquiry
• Interpreting a Material Variance - Ingredient Inquiry
• Interpreting a Material Variance - Step Details Inquiry
• Running a Batch Step Variance Inquiry
• Interpreting a Batch Step Variance Inquiry - Summary
• Interpreting Batch Step Variance Inquiry - Details
• Interpreting Batch Step Variance Inquiry - Activities
• Interpreting Batch Step Variance Inquiry - Activity Resources
• Running a Resource Variance Inquiry
• Interpreting Resource Variance Details
• Interpreting Resource Usage
• Interpreting Resource Usage Details
• Viewing Material Details
Inquiries 12-1
Running a Production Schedule Inquiry
The Production Schedule Selection Criteria dialog box lets you limit the list of
production schedules displayed. When you accept the selected criteria entered, the
Production Schedule window lists the scheduled batches and firm planned orders that
meet those criteria.
Prerequisites
• Enter and save a production schedule.
2. Enter one or more of the following parameters to specify the Type and Status of the
Production Schedule to display:
Type
• Select Firm Planned Order to display scheduled firm planned orders.
Status
• Select Pending to display pending batches.
Required.
3. Make no entries in the From and To fields to search all data, or enter a starting
From and ending To value to narrow the range in each of the following:
• Enter Start Date of the Firm Planned Order or Batch.
4. Click OK.
2. The following table lists and describes various fields in the Production Schedule
Inquiry window.
Inquiries 12-3
Field Name Description
Note: The batches that are on hold are not displayed in the search
results.
Prerequisites
• Create batches.
2. Make no entries in the From and To fields to search all data, or enter a starting
From and ending To value to narrow the range in each of the following:
• Batch document number.
• Formula code.
• Routing code.
• Recipe code.
Inquiries 12-5
• Recipe Version number
3. Click OK.
2. The following table lists and describes various fields in the Work in Process Inquiry
window.
3. Drill down to the Work in Process Inquiry Details window to display additional
process details for a specific batch.
Inquiries 12-7
Note: The following fields display only.
Batch Steps:
The following table lists and describes various fields.
Inquiries 12-9
production and consumption. Narrow the inquiry by using selection criteria that limit
the data displayed.
Prerequisites
• Create batches.
2. Make no entries in the From and To fields to search all data, or enter a starting
From and ending To value to narrow the range in each of the following:
• Batch document number.
• Formula code.
• Routing code.
• Item code.
• Recipe code.
3. Click OK.
Inquiries 12-11
Field Name Description
Actual Start Displays the actual start date for the batch.
Actual Completion Displays the actual finish date for the batch.
Inquiries 12-13
Ingredient Details:
The following table lists and describes various fields in the Ingredient Details
section
2. Select the Batch to examine for variances at the step detail level.
Inquiries 12-15
Field Name Description
Step Details:
The following table lists and describes various fields in the Step Details section
Inquiries 12-17
displayed.
Prerequisites
• Create batches.
2. Make no entries in the From and To fields to search all data, or enter a starting
From and ending To value to narrow the range in each of the following:
• Batch document number.
• Formula code.
• Version number.
• Routing code.
• Item code.
• Operation code.
• Recipe code.
3. Click OK.
Actual Completion Date Displays the actual finish date for the batch.
Inquiries 12-19
Field Name Description
Planned Start Displays the planned start date and time for
the batch.
Usage:
The following table lists and describes various fields in the Usage section.
Inquiries 12-21
Field Name Description
2. Drill down to display the Batch Variance Inquiry - Operation Activities window.
Dates:
The following table lists and describes various fields in the Dates section.
Inquiries 12-23
Field Name Description
Planned Start Displays the planned start date and time for
the batch.
Actual Start Displays the actual start date and time for
the batch.
Activities:
The following table lists and describes various fields in the Activities section.
Planned Start Date is the planned start date and time for the
activity.
Planned Completion Date is the planned completion date and time for
the activity.
Actual Start Date is the actual start date and time for the
activity.
Actual Completion Date is the actual completion date and time for
the activity.
Inquiries 12-25
Field Name Description
Planned Start Date Displays the planned start date and time for
the batch.
Actual Start Date Displays the actual start date and time for
the batch.
Usage Details:
The following table lists and describes various fields in the Usage Details section.
Planned Start Date Displays the planned start date and time for
the resource to begin the batch step.
Actual Start Date Displays the actual date and time the listed
resource started the batch step.
Actual Completion Date Displays the actual date and time the listed
resource finished the batch step.
Inquiries 12-27
Running a Resource Variance Inquiry
The Resource Variance Inquiry Selection Criteria dialog box lets you generate a
Resource Variance Inquiry to view detailed information about variances in resource
consumption during production. Narrow the inquiry by using selection criteria that
limit the data to display.
Prerequisites
• Create batches.
• Use resources.
2. Make no entries in the From and To fields to search all data, or enter a starting
From and ending To value to narrow the range in each of the following:
• Resource code.
• Formula code.
• Routing code.
• Operation code.
• Recipe code.
3. Click OK.
Inquiries 12-29
Field Name Description
Actual Start Date Displays the actual date and time the
resource was utilized.
Inquiries 12-31
To redisplay the Resource Variance Details window:
Select Resource Variance Details from the Actions menu.
Usage Details:
The following table lists and describes various fields in the Usage Details section.
Planned Start Date Displays the planned start date and time for
the resource usage.
Actual Start Date Displays the actual start date for the
resource usage.
Actual Completion Date Displays the actual completion date for the
resource usage
Inquiries 12-33
Field Name Description
Prerequisites
❒ Create a batch.
Inquiries 12-35
Field Name Description
Ingredients:
The following table lists and describes various fields in the Ingredients section.
Inquiries 12-37
Field Name Description
Products:
The following table lists and describes various fields in the Products section.
Inquiries 12-39
Field Name Description
By-Products:
The following table lists and describes various fields in the By-Products section.
Inquiries 12-41
Field Name Description
Inquiries 12-43
Field Name Description
• Lot Cost
For example, a batch may have Step 10, Step 20 and Step 30. If manufacturer is unable
complete Step 20 as part of the in-house process, the option is available to define Step 20
for outside processing by associating a resource to the OSP item. The components
and/or partially completed products required to complete the outside processed item
are physically shipped against system generated requisitions/purchase orders. The
OPM Outside Processing process also calculates OSP charges and adds it to the product
After the required setup is complete, when the manufacturer creates a batch a
requisition record is created (if requisition creation is set at the batch creation level).
When the batch is released, a purchase order is created based on the requisition. The
Batch and Purchase Order are linked and any changes in the date of the batch leads to
change in the Need By Date on the corresponding line of the PO.
When the OSP item on the PO is received, corresponding resource transactions are
triggered for the OSP batch step and the OSP Actual step quantity is updated with the
receipt quantity. Once the complete step quantity is received, the production supervisor
completes the step. The service charges for the OSP resource are defined as part of
Resource cost and are considered in the cost calculation for the product based on the
cost source setup as Resource Cost in the OSP resource definition. If the cost source is
set to the PO Price, the OSP resource charges are calculated as per the PO Price.
Setting Up Inventory
Use the Items window to define and maintain outside processing items. See: Defining
Items, Oracle Inventory User's Guide.
• Define OSP item to represent OSP servic:e:
Define the OSP service as a non inventory item and uncheck the Inventory Item
attribute. Ensure that the item is defined as OSP enabled in the Item master form
and assigned to the required manufacturing and purchasing and financial
organizations.
Define the item unit type as either Resource or Product. This determines the
quantity for the requisition to be created.
Note: Searching for an OSP resource using the Plant Resource window
would list all OSP and non-OSP resources because Outside Processing
field is not a database column and is derived from the Generic
Resource. Use the Generic Resource window to search for an OSP
resource.
• Batch step release: Requisitions are created automatically at batch step release.
• Manual: Requisitions are not created automatically during batch creation, batch
release, or batch step release. Users will manually create the requisition or the
purchase order.
• Select the Need by Date Tolerance. This controls the PO need by date change using
an early and late day tolerance values. Select from the following options:
• Days Early
• Days Late
Setting Up Purchasing
Oracle Purchasing enables requisition creation, facilitates the approval process, and
automatic purchase order creation for outside processing items and resources. There are
several setup steps for outside processing that you must perform in Purchasing.
• Define Outside Processing Line Types:
Purchasing requires you to enter a line type when you enter a requisition or
purchase order line. Purchasing is installed with a predefined line type called
Outside Processing, and Oracle Process Manufacturing uses this line type when it
creates pending requisitions. You can define additional line types for outside
processing. See: Defining Line Types, Oracle Purchasing User's Guide.
Note: The primary product refers to the product from the validity rule
based on which the batch is created. If the primary product and
coproduct have same validity rule and preference then requisition is
created based on product's validity rule used for batch creation
Important: Note that the purchase order is created with the OSP item
UOM. If the resource usage UOM differs from the OSP Item in case of
Item unit type as Resource, the quantity is not converted and the
purchase order is created with the OSP item UOM. Ensure that the OSP
item UOM and the resource usage UOM is the same. Similarly, ensure
the primary product UOM and the OSP Item UOM is the same in case
of Item unit type as Assembly.
2. Query the batch which contains OSP step or operation and click Find. The Batch
Details window displays the results of the search.
4. Select the OSP steps or operations and from the Tools menu, select View PO
Summary. The purchase order for the selected steps or operations is displayed in
read only mode.
• Steps in Pending, WIP, and Completed Statuses, where the step contains the OSP
resource.
In case the requisition or the purchase order quantity update fails, create a new
requisition based on the increase in Batch Quantity.
Note that Requisition/Purchase Order Need By Date update is allowed only if:
• PO Status is Incomplete, Approved, Requires Reapproval and the line is not
cancelled.
• The new date is less than the old date – (minus) Days Early of Need By Date
tolerance.
In case the requisition or the purchase order quantity update fails, create a new
requisition based on the increase in Batch Quantity.
• Purchase order line is having quantity received less than the (quantity – quantity
cancelled)
• If the OSP item unit type is Assembly, the resource usage is the (delivered quantity
* planned resource usage of OSP resource in the batch /Batch primary product
quantity)
As the OPM Outside Processing solution allows only one resource and one activity to
When a batch is placed on hold in either Pause or Stop mode, the resource transactions
manager does not update the batch records. To update the batch records, you must
release the hold, correct the records using Batch Open Interface forms, and then
resubmit the records. For more information regarding Batch Open Interface and
creating and releasing batch hold, refer to Managing Batches Using the Batch Open
Interface, page 6-99 and Holding a Batch, page 7-1
The following validations on OSP resource transactions are ensured:
• The GME resource transactions screen prevents insertion or modification or
deletion of the resource transactions created from the Receipts when the resource is
of OSP resource. Additionally, the resource transactions for OSP steps are
prevented from being created through Public APIs.
• For the Automatic Step Quantity Calculate (ASQC) enabled Batches, updating the
Material quantity will not trigger the OSP step quantity updates and the resource
transaction creation.
• Incremental Backflush will not backflush the resource transactions for a OSP step
and will not update OSP step quantity.
Receiving Inspection with OPM Quality for the product received from OSP supplier
To perform quality tests for the materials/products received from the outside
manufacturing service provider, set OPM Quality Specifications for the OSP item.
Receiving inspection is performed using these specifications and results recorded
against such specifications.
Note: As this item is different from the product of the batch, the results
recorded for this item will not be used for reporting results of the
product.
Specifications are set and samples generated for the OSP item. Sample records are
generated and stored for the OSP item in the receiving organization. Such samples
follow standard OPM quality sample business flow. These samples do not create
inventory transactions as the item is not expected to be carried in inventory.
• If the OSP item unit type is Assembly, the resource usage is the (Receiving
transaction's primary quantity * planned resource usage of OSP resource in the
batch /Batch primary product quantity)
The Resource Transaction in the Resource transaction interface table is updated with the
corrected quantity. While processing the resource transaction interface using the
Resource transaction manager, the resource transaction created by the original receipt is
updated with the new value after the correction transaction.
The actual step quantity is updated as part of the resource transaction update. The
actual step quantity is added or subtracted to/from the existing actual step quantity
based on whether the correction type is positive or negative or return. The formula for
calculation of the actual step quantity is:
• The Actual step quantity = Actual step quantity (+/-) ( The difference in the resource
transaction's resource usage * planned step quantity / planned resource usage)
For example, if 10 Hrs of service is received and a resource transaction is created for 10
Hrs, in case of negative correction/return of -2 Hrs, the resource transaction is updated
to 8 Hrs.
For costing details associated with outside processing in Oracle Process Manufacturing,
see Oracle Process Manufacturing Cost Management User's Guide.
This topic explains several preformatted reports that assist you in the picking of
production batch materials, ticketing of materials to use in production, evaluating
scheduled batch and firm planned order production activities, assessing variances in
actual and calculated batch yield, and evaluating unusual usage cost variances. The
procedures for running the Item Substitution for Batches, Ingredient Picking, and
Migration Recreate Open Batches concurrent programs are presented.
This chapter covers the following topics:
• Running the Batch Pick List Report
• Batch Pick List Report Output
• Running the Batch Ticket Report
• Batch Ticket Report Output
• Running the Planned Production Activity Report
• Planned Production Activity Report Output
• Running the Batch Yield Variance Report
• Batch Yield Variance Report Output
• Running the Material Usage and Substitution Variance Report
• Material Usage and Substitution Variance Report Output
• Running the Item Substitution for Batches Concurrent Program
• Item Substitution for Batches Concurrent Program Output
• Running the OPM Outside Processing Report
• OPM Outside Processing Report Output
• Running the Ingredient Picking Concurrent Program
• Running the Migration Recreate Open Batches Concurrent Program
• Running the Make to Order Concurrent Program
3. Enter any of the following fields to narrow the scope of the report:
• From Batch No is the number of the first batch to include on the report.
• From Planned Start Date is the initial starting date in the range to report. Only
batches that start on or after this date are included on the report.
• To Planned Start Date is the final starting date in the range to report. Only
batches that start on or before this date are included on the report.
• Subinventory, Item, Locator to sort the report by warehouse, item, and location.
5. Click OK.
7. Click Submit.
Planned Start Date Displays the planned start date and time for
the batch.
Actual Start Date Displays the actual start date and time for the
batch.
3. Enter any of the following fields to narrow the scope of the report:
• From Batch No is the number of the first batch to include on the report.
• From Planned Start Date is the initial starting date in the range to report. Only
batches that start on or after this date are included on the report.
• To Planned Start Date is the final starting date in the range to report. Only
batches that start on or before this date are included on the report.
• Start Date and Batch No to sort the report by start date and the batch document
5. Click OK.
7. Click Submit.
Planned Start Date Displays the planned start date and time for
the batch.
3. Enter any of the following fields to narrow the scope of the report:
• From Document is the initial batch to include on the report.
• From Planned Start Date is the initial starting date in the range to report. Only
batches that start on or after this date are included on the report.
• To Planned Start Date is the final starting date in the range to report. Only
batches that start on or before this date are included on the report.
• Start Date, Recipe, Version to sort the report by batch start date, recipe, and
version.
5. Click OK.
7. Click Submit.
Planned Start Date From Displays the first start date specified in the
range to report.
Start Date Displays the planned start date for the batch
or firm planned order.
3. Enter any of the following fields to narrow the scope of the report:
• From Item is the initial item to include on the report.
• From Start Date is the initial starting date in the range to report. Only batches
that start on or after this date are included on the report.
• To Start Date is the final starting date in the range to report. Only batches that
start on or before this date are included on the report.
• Start Date and Batch No to sort the report by start date and the batch document
number.
5. Click OK.
7. Click Submit.
3. Enter any of the following fields to narrow the scope of the report:
• From Item is the initial item to include on the report.
• From Start Date is the initial starting date in the range to report. Only batches
that start on or after this date are included on the report.
• To Start Date is the final starting date in the range to report. Only batches that
start on or before this date are included on the report.
5. Click OK.
7. Click Submit.
Note: The batches that are placed on hold in Stop mode are not
included.
Prerequisites
❒ Approve substitutes for items.
2. Enter From Batch Number and To Batch Number to update batches within a
4. Enter the Start Date. Pending batches with Planned Start Date later than the date
entered are updated with the substitute item.
5. Enter the End Date. Pending batches with Planned Start Date between Start Date
and End Date are updated after you run the concurrent program. If the End Date is
not specified, then all pending batches later than the Start Date are updated.
6. Click OK.
9. Select View from the menu and select Requests to view the status of your request in
the concurrent program manager. When your request ID is complete with a Status
of Normal, display the results of the item substitution.
10. Click View Output on the Requests window to view the item substitutions
performed in the batches.
From Batch Number and To Batch Number Displays the batch number range entered on
the Parameters window. All the batches in this
range with matching criteria are substituted.
4. Click OK.
6. Click Submit.
Scheduled Start Date Displays the start date scheduled for the
batch.
Note: The batches that are placed on hold in Stop mode are not
included.
• To Batch number to include batches with batch numbers between this batch
number and From Batch number.
• From Date and To Date to include batches that have ingredient requirements
within a specific date range.
8. Select Plan Tasks as Yes to create tasks. This is enabled for Warehouse Management
Systems enabled organizations only. If this is selected as Yes, then picking tasks are
created but not released. Refer to the Oracle Warehouse Management User's Guide and
the Oracle Mobile Supply Chain Application for Oracle Process Manufacturing for more
information.
3. Click Submit.
Note: For input parameters where you can specify a range (Low and
High values) the following conditions apply:
• If you specify a Low value and not a High value, then the program
• If you specify a High value and not a Low value, then the program
considers all order lines that are equal to or less than the High
value entered for batch or FPO creation.
Prerequisites
❒ Set the MO: Set Client_Info for Debugging to Yes.
Use Reservation Time Fence Set as Yes to include the value of the Process
Execution Parameter, Use Reservation Time
Fence, when creating batches or FPOs using
the concurrent program.
Order Number (Low) and Order Number Enter appropriate values to consider a sales
(High) order or a range of sales orders for creating
batches or firm planned orders.
Line Request Date (Low) and Line Request Enter the dates to consider sales orders with
Date (High) line requests that were placed in a specific
date range, for batch or FPO creation.
Schedule Ship Date (Low) and Schedule Enter the dates to consider sales orders with
Ship Date (High) schedule ship dates in a specific date range
for batch or FPO creation.
Schedule Arrival Date (Low) and Schedule Enter the dates to consider sales order with
Arrival Date (High) schedule arrival dates in a specific date
range for batch or FPO creation.
Ordered Date (Low) and Ordered Date Enter the dates to consider the sales orders
(High) that were ordered in a specific date range,
for batch or FPO creation.
The Process Execution Workbench is a navigator that lets you view summary
information about batches and firm planned orders by organization, batch, firm
planned order, product, and status. There are two tabs located on the navigator -
Batches and Firm Planned Orders. Click either tab to access the summary information
that you are interested in. The batch and firm planned order summary information
windows provide access to batch and firm planned order maintenance windows so that
you can review or edit the data. You can also create custom views that provide a
convenient method to locate and access a batch or firm planned order.
This chapter covers the following topics:
• Creating a Custom View
• Viewing Batch Summary Information
• Viewing Firm Planned Order Summary Information
• Finding a Firm Planned Order from the Workbench
• Finding a Batch from the Workbench
• Document
Search for a specific batch or firm planned order by entering the document.
• Product
If a product is entered, then documents are retrieved that produce or yield this
product.
• Status
If a status is selected, then batches or firm planned orders with the indicated status
are located.
• Terminated
Select Terminated as Yes to search for terminated batches.
Once a view is generated, the criteria or output can be saved for future use in the
Personal or Public Shortcuts.
• Document
• Recipe
• Formula
• Formula Version
• Routing
• Routing Version
• Product
• Ingredient
• Like
• Less Than
• Less or Equal
• Greater Than
• Greater or Equal
• Today
4. Once a view is generated, the criteria or output can be saved for future use in the
Personal or Public Shortcuts.
Summary of Document
The Summary of Document window displays all batches grouped by an organization.
To view this summary, a batch in the navigator must be selected.
The following fields are available in this summary window:
Document, Status, Terminated indicator, Laboratory Batch indicator , Product, Planned
Summary of Step
The Summary of Step window displays information about each batch step. To view this
summary, select Steps in the navigator.
The following fields are available in this summary window:
Step, Step Status, Operation, Version, Operation Description, Planned Step Quantity,
Planned Step Quantity UOM, Terminated indicator, Actual Step Quantity, Actual Step
Quantity UOM, Planned Start Date, Actual Start Date, Planned Completion Date,
Actual Completion Date
Details lets you display the Batch Details window and Batch Steps lets you display the
Batch Steps window.
Summary of Products
The Summary of Products window displays all the products for the selected batch. To
view this summary, the Products node for the batch in the navigator must be selected.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual
Quantity, UOM
Details lets you display the Batch Details window.
Summary of Byproducts
The Summary of Byproducts window displays all the byproducts for the selected batch.
To view this summary, select the batch Byproducts node in the navigator.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Planned Quantity, Actual Quantity,
Summary of Ingredients
The Summary of Ingredients window displays all the ingredients for the selected batch.
To view this summary, select the batch Ingredients node in the navigator.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual
Quantity, UOM
Details lets you display the Batch Details window.
Summary of Ingredient
The Summary of Ingredient window displays information for the selected ingredient.
To view this summary, select an ingredient for a batch in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Consumption
Type, Scale Type, Scrap Factor, Phantom Type
Summary of Product
The Summary of Product window displays information for the selected product. To
view this summary, select a batch product in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type,
Scale Type, Cost Allocation
Summary of Byproduct
The Summary of Byproduct window displays information for the selected byproduct.
To view this summary, select a batch byproduct in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type,
Scale Type
Note: The Details, Batch Steps, and Process Parameters buttons are
enabled only for the documents in the context organization.
Summary of Products
The Summary of Products window displays all the products for the selected firm
planned order. To view this summary, select the Products node for the firm planned
order in the navigator.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual
Quantity, UOM
Details lets you display the Firm Planned Order: Details window.
Summary of Byproducts
The Summary of Byproducts window displays all the byproducts for the selected firm
planned order. To view this summary, select the Byproducts node for the firm planned
order in the navigator.
The following fields are available in this summary window:
Organization, Document, Recipe, Version, Description, Line, Item, Revision, Planned
Quantity, Actual Quantity, UOM
Details lets you display the Firm Planned Order: Details window.
Summary of Ingredients
The Summary of Ingredients window displays all the ingredients for the selected firm
planned order. To view this summary, select the Ingredients node for the firm planned
order in the navigator.
The following fields are available in this summary window:
Organization, Document, Recipe, Version, Description, Line, Item, Revision, Planned
Quantity, Actual Quantity, UOM
Details lets you display the Firm Planned Order: Details window.
Summary of Ingredient
The Summary of Ingredient window displays information for the selected ingredient.
Summary of Product
The Summary of Product window displays information for the selected product. To
view this summary, select a product in a firm planned order in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type,
Scale Type, Cost Allocation
Summary of Byproduct
The Summary of Byproduct window displays information for the selected byproduct.
To view this summary, select a byproduct within a firm planned order in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type,
Scale Type
Note: The Details button is enabled only for the documents in the
context organization.
• Enter search parameters in the Advanced region for a specific: Item, Condition,
3. Click Find.
4. Click Save.
4. Click Save.
• Document
• Status
• Terminated
• Condition
• Value
3. Click Find.
2. Click Details.
4. Click Save.
4. Click Save.
• Greater Than to generate results that meet the parameters entered for dates
greater than the value entered.
• Less Than to generate results that meet the parameters entered for dates less
than the value entered.
• Greater or Equal to generate results that meet the parameters entered for dates
greater than or equal to the value entered.
• Less or Equal to generate results that meet the parameters entered for dates less
than or equal to the value entered.
• Like to find results similar to the information specified using the wildcard%.
For example, select the condition Like, and enter JAN%, you find each target
that contains entries with the letters JAN.
• Greater or Equal to today - to generate results that meet the parameters entered
for dates greater than or equal to the current date minus the value entered.
• Less or Equal to Today + to generate results that meet the parameters entered
for dates less than or equal to the current date plus the value entered.
• Less or Equal to Today - to generate results that meet the parameters entered
for dates less than or equal to the current date minus the value entered.
• Today to generate results that meet the parameters entered for the current date.
If you save this search to your Personal Shortcuts, then the application uses the
current system date when you rerun the saved search.
4. Click Find.
• Table
• Vertical bar
• Gain access to appropriate batch and firm planned order panes for creation and
maintenance tasks.
• Adjust bucket sizes that affects the Gantt Chart and associated resource load versus
capacity view.
• Filter out batches and firm planned orders shown on the Gantt Chart and store the
user-defined selection criteria in the database.
• Reschedule, create, and maintain batch or firm planned order functions controlled
through the Security Function.
• Use of the workday calendar to schedule batches and firm planned orders.
• Access the Batch List pane to display firm planned orders and batches that consume
the selected resource. Reschedule batches and firm planned orders from this pane.
The Production Scheduler Workbench view defaults to the hierarchical navigator and
the Gantt Chart panes. The Selected Resources and Resource Load Versus Capacity
panes appear when you select Show or Hide Resource Load on the tool palette.
Navigator Pane
There are four levels of information or branches in the navigator:
• Document, as a batch or firm planned order with product information
• Activity
• Resource
The top-level batch or firm planned order is created dynamically as you display the
Production Scheduler Workbench. It is based on the filter criteria defined for the default
plant. When a node is expanded in the navigator, horizontal bar charts representing
each child node also display.
Gantt Chart Pane
The Gantt Chart pane consists of a timeline that appears at the top of the pane, and a
horizontal bar chart. The timeline represents a time axis or bucket for the horizontal bar
chart. The Gantt Chart mirrors the information presented in the navigator. The color of
the horizontal bar chart represents the status of the batch or FPO.
• Batches that are not finite scheduled and in pending state display in
blue.
The same color representation of status applies to batch steps. The horizontal bar charts
show scheduled production activities over time for each:
• Batch
• Operation
• Activity
• Resource
The left vertical edge of a horizontal bar represents the start date. The right vertical
edge of a horizontal bar represents the end date. A vertical line displays below the
current date.
The Gantt Chart pane lets you:
• Reschedule batches, firm planned orders, and operations manually using a drag-
and-drop operation or through direct access to the Reschedule dialog box. You can
only reschedule pending production documents with drag-and-drop. Use the
Reschedule dialog box to reschedule work as described in Rescheduling a Batch or
Firm Planned Order, page 16-17.
• View the properties of each object shown in the Gantt Chart such as batch, firm
planned order, operation, activity, and resource. Properties displays the
information about dates, quantities, and descriptions.
All horizontal bar charts may not be visible, since the start date of the related objects
may fall outside of the time interval determined by the window boundaries. To make a
particular object visible in the Gantt Chart:
• Move the horizontal scroll bar until the desired object displays.
• Enter a new start date in the date field on the tool palette. The Gantt Chart scrolls to
the first batch or firm planned order for which the start date is found to be the
closest to the entered date.
• Double-click on the desired object in the navigator to make the timeline scroll to the
start date of the selected object in the navigator.
• Use the Adjust Unit Width slider to adjust the minor scale on the workbench.
• Available, the number of resource capacity units in that time bucket. These may be
already assigned.
• Overload, the number of resource units that are required but already committed.
• Bar displays a bar graph. The number on the left represents the Required resource
load. The number on the right represents the Available resource capacity.
2. Select one of the following to resize the minor time scale interval:
• 15 minutes
• 30 minutes
• Hours
• Days
• Weeks
• Months
4. Click OK.
• Bar to display a bar graph of the Required hours on the left and the Available
hours on the right.
Extend the vertical lines that separate each format up to the dates listed in the
Gantt Chart pane to determine the date.
The graph adjusts to the current date and time, indicated by a vertical line from the top
to the bottom of the Gantt Chart pane.
• FPO to display the specified firm planned order document number or all firm
planned orders found for the specified parameters.
Batch Status:
Select one or more of the following:
• Pending to display pending batches.
3. Enter the Product, Ingredient, or Resource. Keep the % in each of these fields to
display all components found for the specified parameters.
Resource Type:
• Primary to display all primary resources found for the specified parameters.
2. Enter one or more of the following fields to narrow the information displayed:
• Starting date and time in the From window.
Planned Start Date Displays the planned start date and time of
the batch or FPO.
Actual Start Date Displays the actual start date and time of
the batch or FPO.
2. Click Recipe to display information about the recipe derived from the recipe
validity rule used to create the batch or FPO.
Recipe:
The following table lists and describes various fields in the Recipe section
Planned Start Date Displays the planned start date and time of
the step.
Offset Interval Displays the time offset from the start of the
activity to when the resource is actually
used.
Planned Start Date Displays the planned start date and time for
the resource.
5. Select Use Workday Calendar to use the workday calendar to reschedule the batch
or firm planned order.
6. Click Reschedule.
2. Reschedule the batch or firm planned order using one of these methods:
• Drag the left handle to the left to decrease the Start Date.
• Drag the right handle to the right to increase the End Date.
The Reschedule dialog box appears with the selected Start Date and End Date
and the option to use the workday calendar. You can edit these entries.
3. Click Reschedule.
2. Drag the batch or firm planned order to its new location on the schedule and drop
it. The Reschedule dialog box appears with the selected Start Date and End Date.
3. You can edit the Start Date and the End Date.
4. Select Use Workday Calendar to reschedule the batch or firm planned order using
the workday calendar.
5. Click Reschedule.
7. Select Use Workday Calendar to use the workday calendar to reschedule the batch
steps.
8. Click Reschedule.
• Drag the right handle to the right to increase the End Date.
3. The Reschedule dialog box appears with the selected Start Date and End Date and
the option to use the workday calendar. You can edit these entries.
4. Click Reschedule.
2. Drag the step to its new location on the schedule and drop it. The Reschedule dialog
box appears with the selected Start Date and End Date and the option to use the
workday calendar. You can edit the Start Date and the End Date.
3. Click Reschedule.
• Click the double right-arrow button to move all items in Available Resources to
the Selected Resources.
• Click the double right-arrow button to move all items in the Selected Resources
to the Available Resources.
2. Type the scheduled date and time in the Go To field and press Enter. The Gantt
chart displays the scheduled start date entered.
• Click the double right-arrow button to move all items in Available Resources to
the Selected Resources.
5. Click OK.
6. Double-click the desired time bucket in the Resource Load graph. The Reschedule
dialog box displays. All documents consuming the selected resource within the
selected time bucket are displayed in the Reschedule dialog box.
The following table lists and describes various fields in the Reschedule dialog box.
Start Date Displays the batch start date and time. You
can edit this field if the batch is not released.
7. Click Reschedule to reschedule the batches, or click Cancel to cancel the action. All
edited batches are rescheduled.
To change an organization:
1. From the Actions menu, select Change Organization. The Change Organization
dialog box displays.
To find an organization:
1. From the Actions menu, select Change Organization. The Change Organization
dialog box displays.
Window Path
Find Batch Header Interfaces Rows Production Supervisor: Batch Open Interfaces:
Batch Header Interfaces
Find Batch Details Interfaces Rows Production Supervisor: Batch Open Interfaces:
Batch Details Interfaces
Batch Step Variance Inquiry - Activity Production Supervisor: Inquiries: Batch Step
Resources Variance: Batch Step Variance Inquiry
Selection Criteria: Batch Step Variance Inquiry
- Summary: Batch Step Variance Inquiry -
Details: Batch Step Variance Inquiry -
Activities: drill down on a batch step: Actions:
Activities: Actions: Resource Details
Batch Step Variance Inquiry - Summary Production Supervisor: Inquiries: Batch Step
Variance: Batch Step Variance Inquiry
Selection Criteria: drill down on a batch
Batch Step Variance Inquiry Selection Criteria Production Supervisor: Inquiries: Batch Step
Variance
Convert Firm Planned Order to Batch Production Supervisor: Firm Planned Order
Details: Find Firm Planned Orders: Firm
Planned Order Details: Actions: Convert to
Batch
Find Firm Planned Orders (from the Production Supervisor: Workbench: click Firm
Workbench) Planned Order tab: View: Find...
Production Supervisor
• Workbench
• Create Document
• Batch Details
• Batch Steps
• Incremental Backflush
• Production Scheduler
• Simulator
• Ingredient Picking
• Inquiries
• Material Variance
• Resource Variance
• Work In Process
• Reports
• Batch Pick List
• Batch Ticket
• Planned Production
• Concurrent Programs
• Item Substitution for Batches
• Ingredient Picking
Production Operator
• Workbench, with limited access to window functionality as listed below.
• Batch Details, limited to Edit Phantom, Edit Parent, Edit Text, Material Summary,
Incremental Backflush, Inventory Shortage, Specifications, Samples
• Firm Planned Order: Details, limited to Edit Text, Edit Phantom, Inventory
Summary, Specifications, Samples
• Incremental Backflush
• Inquiries
• Production Schedule
• Material Variance
• Resource Variance
• Work In Process
• Reports
• Batch Pick List
• Batch Ticket
• Planned Production
• Concurrent Programs
• Item Substitution for Batches
• Ingredient Picking
• Batch Complete
• Batch Close
• Batch Reopen
• Batch Unrelase
• Batch Terminate
• Cancel batch
• Update Batch
• Reschedule Batch
• Reroute Batch
• Scale Batch
• Batch Hold
• Add Step
• Delete Step
• Update Step
• Add Material
• Delete Material
• Update Material
• Add Activity
• Delete Activity
• Update Activity
• Add Resource
• Delete Resource
• Update Resource
• Batch Transact
• Edit Text
Events
The following tables provide the batch events and detail the seed data for the ERES-
enabled batch events in Oracle Process Manufacturing Process Execution:
Batch Events
Events
oracle.apps. GME Batch Step Batch Step Activity Enabled OPM GME
gme.resource. Activity Resource Removed Process
remove Resource Executio
Remove n
Event Keys
Subscriptions
batch.
close=EVALUAT
E_NORMAL
oracle.apps.gme.
batchstep.
close=EVALUAT
E_NORMAL
oracle.apps.gme.
batch.
release=EVALU
ATE_NORMAL
oracle.apps.gme.
batch.
transact=EVALU
ATE_NORMAL
oracle.apps.gme.
batch.
complete=EVAL
UATE_NORMA
L
Transaction Types
2. Upload the RTF templates. Refer to the Oracle E-Records Implementation Guide for
more information.
4. Update the transaction variables for each event. The following are provided as seed
data variables:
• EREC_REQUIRED
• EREC_STYLE_SHEET
• EREC_STYLE_SHEET_VER
• ESIG_REQUIRED
Function Security
Use function security to control user access to Oracle Process Manufacturing Process
Execution functions. By default, access to Oracle Process Manufacturing Process
Execution functionality is NOT restricted; ask your system administrator to customize
your responsibilities to restrict access. Your system administrator customizes each
responsibility at your site by including or excluding registered functions and menus of
functions for a responsibility in the Responsibilities window.
The following examples are common results that enforcing function security can
produce:
• Form or menu does not appear in the Navigator window
• Button is hidden
Use function security to control any of the Oracle Process Manufacturing Process
Execution functions included in the table below:
2. GME_BATCH_DTLS_INTERFACE
3. GME_BATCH_ACTIONS_INTERFACE
4. GME_RESOURCE_TXNS_INTERFACE
5. GME_INTF_ERRORS
GME_BATCH_HEADER_INTERFACE
The following table summarizes the GME_BATCH_HEADER_INTERFACE table
20 Product
Based,
30 Output
Based,
40 Input Based
0
Production
Batch
1
Laboratory
Batch
10 Create Batch
From Recipe
15 Create Batch
and Release
30 Update Batch
40 Reschedule
Batch
50 Reroute Batch
GME_BATCH_DTLS_INTERFACE
The following table summarizes the GME_BATCH_DTLS_INTERFACE table
700 - Process
Parameters
700 - Process
Parameters
2 = Byproduct
Relevant for
OBJECT_TYPE
200
2 = manual
phantom
Relevant for
OBJECT_TYPE
200.
1 = Primary
resource
2 = Auxiliary
resource
Relevant for
OBJECT_TYPE
500.
Relevant for
OBJECT_TYPE
700.
1 = Manual
(completion)
2 = Incremental
3 = Automatic by
Step
Relevant for
OBJECT_TYPE
200.
3 = EITHER
Relevant for
OBJECT_TYPE
200.
1 = Scalable
2 = Scale by
increment
Following values
are relevant for
Object Type 500
0 = Non-scalable
1 = Linear scaling
2 = Scale by
Charge
Relevant for
OBJECT_TYPE
400.
700 - Process
Parameters
700 - Process
Parameters
700 - Process
Parameters
700 - Process
Parameters
700 - Process
Parameters
700 - Process
Parameters
GME_BATCH_ACTIONS_INTERFACE
The following table summarizes the GME_BATCH_ACTIONS_INTERFACE table
0 = No
1 = Yes
conti VAR 1 No No No Y or N
nue_l CHA
pn_tx R2
n
REOP VAR 1 No No No Y or N
EN_S CHA
TEPS R2
100 - Batch
300 - Steps
10 – Release
20 – Complete
30 – Close
40 – Re Open
50 – Revert to WIP
60 – Un Release
70 – Terminate Batch
80 – Cancel Batch
GME_RESOURCE_TXNS_INTERFACE
The following table summarizes the GME_RESOURCE_TXNS_INTERFACE table
GME_INTF_ERRORS
The following table summarizes the GME_INTF_ERRORS table.
TOKEN5 VARCHAR 60 No No
2 For Storing the
values of Tokens.
Troubleshooting / FAQ's
The following answers some frequently asked questions regarding Process Execution.
Batch Creation
The following answers some questions regarding Batch Creation in Process Execution.
Is it possible to get a list of all completed batches for a plant by financial period?
Yes. Use the Workbench Find Batches dialog box to list all completed batches in the
defined financial period.
Display Batches Completed in a Financial Period
The Find Batches option on the Workbench can be used to find all completed batches in
a defined financial period. Using the Advanced region on the Find Batches dialog box,
enter the Actual Start Date with a Condition greater than or equal to the beginning of
the financial period. Tab to the next row, and enter the Actual Start Date with a
Condition less than or equal to the end date of the financial period. Click Find to list all
batches in the defined period.
Does the application allow using up material that is near expiration?
Yes. By creating a batch with a defined input quantity, it is possible to scale a batch to
use up ingredients before they expire.
Create Batches by Recipe, Product Output, Total Output or Total Input
The Create Batch/Firm Planned Order window provides the following methods to enter
a batch or firm planned order:
• Enter a recipe when a default output quantity is required.
• Enter total output when a total quantity of all products and byproducts yielded by
the batch is required.
• Enter total input when the total quantity of all ingredients that need to be
consumed is required.
Batch Materials
The following answers some questions regarding Batch Materials in Process Execution.
Does the application support automatic ingredient reservation?
Yes. The application can reserve ingredients automatically or manually.
Reserve Ingredients Automatically or Manually
Use automatic reservation to select lots without your intervention. Make manual
reservations using the Item Reservations window and Select Available Inventory
window. The Picking Rules engine provides the appropriate input parameters like
Batch, Product, Ingredient, and Material Requirement Date for reservation suggestions
that indicate the lots from which the material can be picked.
Can inventory shortages be managed from the shop floor?
Yes. The Inventory Shortages window displays a line by line summary of materials that
have a planned quantity greater than available inventory.
Manage Inventory Shortages from the Shop Floor
Inventory shortages display in the Inventory Shortages window. Production Operators
can determine the shortage and act on it immediately from the shop floor.
Batch Production
The following answers some questions regarding Batch Production in Process
Execution.
Does the application keep inventory current for ingredients that are consumed
incrementally in the production cycle?
Yes. Incremental backflushing provides a convenient method to keep inventory current
for batches that consume ingredients incrementally throughout the time production
occurs. Incremental backflushing is used to model continuous flow type production.
Keep Inventory Current with Incremental Backflushing
Incremental backflushing provides a simple method to record ingredient consumption
and production yield as it occurs prior to batch completion. Incremental backflushing
enables the timely entry of material transactions of ingredients for batches with a status
of WIP, and eliminates the need to enter ingredient consumption quantities.
Does the application show batch production progress at a glance?
Yes. The Process Execution Workbench window provides a consolidated view of batch
products, byproducts, ingredients, and steps. You can also view the batch progression
from the Batch Details window by choosing Batch Progression from the Tools menu. If
you install the Oracle Manufacturing Execution System for Process Manufacturing
application, then this option is available.
Totally Integrate Batch Process Management
The Oracle Process Manufacturing Process Execution application manages the total
batch production process from the material and nonmaterial resources. The Process
Execution Workbench window displays batches in a single consolidated view. This
allows viewing products, byproducts, and ingredients at both a summary level and at
Batch Completion
The following answers some questions regarding Batch Completion in Process
Execution.
Can a batch be reopened if someone accidentally closes it?
Yes. The Reopen Batch command is available from the Actions menu to reopen a batch
that is closed accidentally. If the financial period for a batch is closed, then it cannot be
reopened.
Reopen Closed Batches
When a production batch does not require additional processing, it is complete and
must be closed to calculate actual production costs. If batches are closed accidentally,
then they can be reopened by authorized users.
Inquiries
The following answers some questions regarding Inquiries in Process Execution.
Can a production schedule differentiate between pending and WIP batches?
Yes. The Production Schedule Selection Criteria window lets you select batches by
pending or WIP status.
Production Schedule Inquiry Differentiates Pending and WIP Batches
The Production Schedule Selection Criteria dialog box enables the selection of the type
and status of a production schedule. Production Supervisors can display firm planned
orders and batches scheduled for production. The inquiry allows differentiation by
status.
Is it possible to display all current work in process for the plant?
Yes. The Work in Process Inquiry searches for batches with a status of work in process.
Work in Process Inquiry Displays Specified Batches in Production
The Work in Process Inquiry Selection Criteria dialog box enables the search of batches
by plant, document number, start date, and formula or routing used. The Work In
Process Inquiry Details window displays relevant information about planned and
actual dates for each batch step as well as required completion dates, so that the
Production Supervisor can gain an overview of all work in process.
Is there an application tool to monitor variances in material production and
consumption?
Yes. The Material Variance Inquiry enables the Production Supervisor to monitor
processes outside expected production tolerances.
Material Variance Inquiry Shows Discrepancies Between Actual and Planned Batch
Troubleshooting
Problem
When transacting product completion using mobile, the pending product quantity does
3. Click the Form tab, and in the Parameters field, check for the TXN_MODE
parameter.
4. If the parameter TXN_MODE exists, set the value for this parameter as shown
below:
• TXN_MODE=PEND_LOT_ONLY to transact only existing pending lots
5. If the parameter TXN_MODE does not exists, add the parameter, separating it from
other parameters with a space.
Activity
Action performed during the manufacturing process, such as mixing or heating.
Activity Factor
The number of times an activity is performed. For example, a quality test must be
performed at the beginning, middle, and end of a mixing time period. Rather than
defining the activity and associated resources three times, use an activity factor or
multiplier to indicate three iterations of the same activity.
Allocation
For ingredients, the process of specifying lots of material in or scheduled for a specific
batch. For products, the process of specifying lots yielded by a batch and locations of
product yielded. As a result, only lot or location-controlled materials can be allocated.
ASQC
Automatic Step Quantity Calculation. A feature that enables a Process Engineer to
calculate step quantities based on the routing step definitions and ingredient usage per
step.
Autoallocation
See Automatic Allocation.
Automatic Allocation
A type of allocation where ingredients are allocated when a batch is saved for the first
time, based on a specified set of business rules.
Autoreservation
A type of reservation where ingredients are reserved when a batch is saved for the first
time, based on a specified set of parameters.
Backflushing
Calculation of ingredient consumption from the entry of product yield, or to calculate
Glossary-1
product yield from the entry of ingredient consumption.
Batch
A standard run or lot size determined by vessel size, convention, line rates, or standard
run length.
Batch Record
A document used to plan and record a manufacturing event. The document shows the
consumption of ingredients and the yielding of products, coproducts, and byproducts.
Byproduct
An item produced by a formula in addition to the product. Byproducts differ from
products in that you do not plan your production to make byproducts. Byproducts can
have monetary value, but generally have less monetary value than products, and
cannot have costs assigned. In some instances, there can be a cost associated with
disposing of a byproduct. See Coproduct.
CFR Part 11
A regulation in the Code of Federal Regulations that provides a uniform, enforceable,
baseline standard for accepting electronic signatures and records and provides a level of
confidence that records maintained in accordance with the rule of high integrity.
Charge
A charge is defined as one full load that can be accommodated in a single pass through
the equipment. In a process manufacturing plant, the capacity of a step can be
predetermined by the capacity of the equipment used in that step. For example, a
mixing tank that has a maximum capacity of 1000 gallons overflows if more is added.
The maximum capacity determines the total number of charges required to process the
ingredients required for a batch. A batch size of 5000 gallons requires five charges at
1000 gallons each when the maximum capacity of the mixing tank is 1000 gallons.
Child Lot
Child lot is a sublot with the relationship to its parent lot. Child lot is just another lot for
all the transactions purposes.
Closing a Batch
The action taken to change the status of a batch from Completed to Closed.
Completing a Batch
The process of indicating that all product quantities are yielded, and the batch is
Glossary-2
complete. When you complete a batch, the pending transactions associated with
automatic completion product lines are deleted and replaced with completed
transactions.
Consumption Type
For batch ingredients, denotes the type of ingredient consumption as: Automatic when
ingredients are consumed automatically, Manual when ingredients are consumed
manually, Incremental when ingredients are consumed in increments to keep inventory
current, and Automatic by Step when ingredients are consumed automatically as the
step is completed.
Coproduct
One of several products produced by a formula or batch. The term is used when a
formula or batch produces more than one product. The application does not distinguish
between products and coproducts. See Byproduct.
Context Organization
The inventory organization that serves as the framework for the data entered or
displayed.
Cross Docking
A process where material is received in a facility and shipped at the earliest opportunity
without going into long-term storage.
Delay
The number of hours from the end of the preceding batch step to the start of the current
batch step. Delay calculations are needed to calculate operation start times.
FEFO
First Expired, First Out. Refers to use of materials closest to expiration first. Also, one
method of automatic allocation based on the earliest expiring available lot. See also,
Glossary-3
FIFO. Physically, a material control technique of rotating inventory stock used
primarily where expiration date is a concern so that materials closest to expiration are
consumed first.
FIFO
First In, First Out. Refers to use of the oldest materials first. Also, one method of
automatic allocation based on the earliest created available lot. See also FEFO.
Physically, a material control technique of rotating inventory stock used primarily
where shelf life is a concern so that the oldest ingredients are consumed first.
Fixed Scale
Termed Fixed Quantity in previous OPM applications. Scaling that requires ingredients
to be scaled by an amount necessary to produce the new product quantity, and not by
the percent entered as scale factor. If all items are set to fixed quantity or the formula is
marked as not scalable at the header level, then quantities in the formula are not
changed. Fixed scale ingredients may or may not contribute to yield.
Flexfield
A field made up of subfields or segments. There are two types of flexfields: key
flexfields and descriptive flexfields. A key flexfield appears on a window as a normal
text field with an appropriate prompt. A descriptive flexfield appears on a window as a
two-character wide text field with square brackets [ ].
Formula
A statement of ingredient requirements and planned product yield. A formula can also
include processing instructions and ingredient sequencing directions. The formula
specifies quantities of each item.
FPO
See Firm Planned Order.
Incremental Backflushing
Completing less than the full quantity of a product. This is often done with batches that
run a long time and yield product in increments, and involves the calculation of
ingredient consumption from the entry of product yield, and product yield from the
Glossary-4
entry of ingredient consumption.
Ingredient
An item consumed by a batch to yield a product. Specifically, a required material for the
manufacture of a product.
Integer Scaling
A scaling approach that allows materials to be scaled in integer quantities. Support is
provided for rounding up or down to a full material increment within a user-defined
tolerance percentage.
Item Revision
A particular version of an item.
Inventory Organization
A plant where batches are produced. Also, the organization that holds the inventory at
specified locations.
Intermediate
A semiprocessed state of materials usually not available for sale to customers.
Comparable to a subassembly in discrete manufacturing.
Linear Scaling
See Proportional Scaling.
Locator
A specific physical area within a subinventory such as a row, aisle, bin, or shelf where
the item is stored.
Lot
A quantity of material produced together that shares the same resultant specifications
and production costs.
LPN
License Plate Number.
Manual Completion
Completing a product separately from completing the batch.
Manual Release
Releasing an ingredient separately from releasing the batch that consumes it.
Glossary-5
Move Order
A request for the movement of material within an organization.
Multiple Scaling
See Integer Scaling.
Offset Interval
The time delay from the start of the activity to the point where the resource is actually
required.
Offset Type
A multiple batch scheduling method that is specified as start-to-start or end-to-start.
Operation
A combination of activities and the resources used to perform those activities. For
example, the combination of mixing activity and the mixer (resource) defines the
mixing operation.
Parent Lot
A quantity of an item that shares the same specifications or contains receipts from the
same vendor. Genealogically, each parent lot can be divided into child lots, previously
sublots, which reflect the characteristics selected for the items within the parent lot.
Pending Batch
A batch that is scheduled, but not yet released to production.
Pending Transaction
A record representing an anticipated or future change to inventory.
Phantoms
Intermediate items that are produced only in the process of making finished goods they
go into. Phantoms are only tracked in inventory by the ingredients they consume.
Picking
The process of moving materials from one or more source locations and issuing them to
staging subinventory.
Picking Rules
Rules that direct operators to pick material from specific locations.
Glossary-6
Process
The manufacturing procedure.
Process Parameter
Processing parameters are used to provide operators with information needed for
managing equipment used during the preparation of a product or to drive a production
decision, such as the type of filter to use, or the quantity of product required to fill a
container. There is no direct link between a process parameter and the equipment it
describes.
Process Steps
The operations or stages in the manufacturing cycle required to transform ingredients
into intermediates or finished goods.
Product
An item produced by a batch. Compare with byproduct.
Production Enabled
An indication that an item can be used in a production batch as product, byproduct, or
an ingredient.
Proportional Scaling
Proportional scaling is the simplest type of batch scaling since both specified and
calculated factors are applied to the scalable items proportionally. For example,
proportional scaling of 100 grams of an ingredient by 200 percent means that you
multiply the ingredient by a factor of two.
Putaway Rules
Rules that direct operators to put newly received material into the most appropriate
location.
Raw Material
See Ingredient.
Recipe
The minimum set of information that uniquely defines the manufacturing requirements
for a specific product. Recipes provide a way to describe products and include the
sequencing of ingredients and processing instructions.
Release a Batch
Indicates that a batch is started. Indicates that ingredient quantities can be consumed.
When you release a batch, the pending transactions associated with automatic release
Glossary-7
ingredient lines are deleted and replaced with completed transactions.
Reopening a Batch
The action taken to change the status of a batch from Closed to Completed. The batch
close date is removed from the batch header.
Reservation
A reservation is an association between a demand source and a supply source. A
reservation creates a permanent data link between supply and demand and represents a
guaranteed allotment of material to a specified demand or supply source.
Resource
Equipment or labor used in production.
Resource Usage
Calculated as the Count multiplied by Usage multiplied by Charges.
Revert to WIP
The action taken to change the status of a batch or a batch step from Completed to Work
in Process.
Routing
A sequenced set of operations to perform to complete a production batch. See Process
Steps.
Scaling
The proportional or disproportional increase or decrease of product, byproduct, or
ingredient quantities in a formula or batch. Scaling types are fixed, proportional, and
integer. Integer scaling is sometimes called multiple scaling.
Scrap Factor
Material that is lost before making it into product. This material is an anticipated loss
and does not contribute to yield.
Glossary-8
Single-step Function
A function that only impacts a single step in a batch, and the batch lines associated with
that step. Examples of single step functions are releasing, completing, and rescheduling
steps.
Subinventory
A subdivision of an inventory organization that represents either a physical area or a
logical grouping of items, such as a storeroom or damaged inventory.
Supply Locator
A specific physical area within a subinventory such as a row, aisle, bin, or shelf, where
items for production are stored.
Supply Subinventory
A subinventory where items required for batch production are stored.
Total Input
The total quantity of materials used to produce a batch.
Total Output
The total quantity of product, coproduct, and byproduct produced by a batch.
Unrelease a Batch
The action taken to change the status of a whole batch from WIP to Pending.
Glossary-9
that user-initiated automatic allocation is performed only when the user requests it, not
automatically upon saving a batch.
Validity Rule
Formerly effectivity. The rules that specify under which circumstances a recipe can be
used. The combination of a range of material quantities and a range of effective dates
used by production, planning, costing, or MSDS in one or more specified organizations.
Variance
The difference between planned and actual quantities expressed as a percent. For
example, if a planned value is 100 and the actual value is 125, the variance is 25 percent
above plan.
Version
A number identifying a variant of a formula, operation, routing, or recipe.
Warehouse
A physical location for the storage of materials. A logical grouping of locations of
specific materials can be within a production facility. Warehouses can supply one
production facility.
WIP
Work in Process.
Work in Process
Batches released to production are work in process.
WMS
Warehouse Management Systems.
Yield
As related to quantity, the planned or actual output of a process. Yield includes either a
loss, an increase, or no change in the planned or actual output quantity.
Glossary-10
Yield Subinventory
A subinventory where the produced items are stored.
Yield Locator
A specific physical area within the yield subinventory where the produced item is
stored.
Yield Type
For batch products, denotes the type of product yield as: Automatic, when products are
yielded automatically, Manual when products are yielded manually, Incremental, when
products are yielded in increments to keep inventory current, and Automatic by Step
when products are yielded automatically as a step is completed.
Glossary-11
Index
Index-1
reopening, 6-25 costing information, 6-69
rerouting, 6-24 editing, 6-52
rescheduling, 6-25, 6-90 editing activities, 6-66
reservations, maintaining, 6-25 editing dependencies, 6-63
reverting to WIP, 1-6 entering resources, 6-69
scaling, 6-80, 6-88 Batch step status, 6-14
scaling using a percent, 6-88 Batch Steps window, 10-29
selecting validity rules, 6-23 Batch step variance
substituting items during creation, 6-23 activity resource usage details, 12-25
terminating, 6-25 Batch step variance details, interpreting, 12-20
understanding mass transactions, 6-39 Batch Step Variance Inquiry, F-1
unreleasing, 6-25 Batch Step Variance Inquiry - Activities window,
Batches, 12-23
completing, 11-1, F-1 Batch Step Variance Inquiry - Activity Resources
Batches, and Production Scheduler, 16-1 window, 12-25
Batches, creating, 3-1 Batch Step Variance Inquiry - Details window,
Batches, parent 12-20
editing, 6-25 Batch step variance inquiry operation activities,
Batches, phantom, 6-25 interpreting, 12-23
Batches, production Batch Step Variance Inquiry Selection Criteria
incremental backflushing, 10-xii dialog box, 12-17
overview, 10-xii Batch step variance inquiry summary,
releasing, 10-xii interpreting, 12-18
unreleasing, 10-xii Batch Step Variance Inquiry - Summary window,
Batch history record, 6-2 12-18
Batch hold Batch Ticket Report, 14-4
Overview, 7-1 Batch Value Variances, 14-11
Batch hold types, 7-1 Batch yield
Batch information, recording, 1-6 actual, 14-10
Batch Open Interface, 6-99, E-1 calculated, 14-10
Batch Operation WIP window, 10-36 Batch Yield Variance Report, 14-10
Batch output, calculation, 6-2 byproducts, Glossary-2
Batch Pick List Report, 14-2
Batch prefix, 3-10 C
Batch Reservations, 8-3
Calculate Custom Lot Expiration, 6-2
Batch scaling, 6-80, F-1
Calculate the batch step, 6-2
Batch scaling, understanding, 6-80
Calculating automatic step quantity, 6-50
Batch status, 1-6, 6-14, 6-51
Calculating dates
overview, 6-14
planned completion, 6-17
Batch Status dashboard, 2-2
planned start, 6-17
Batch step
required completion, 6-17
unreleasing, 1-6
Canceling batches, 1-6
variance inquiry, 12-17
Capacity, related to charge, 10-30
Batch Step/Batch Item Association window, 6-2,
Capacity constraint, related to charges, 10-30
6-77
Charge, 10-29
Batch Step Resources window, 6-69
Apply to Charge indicator, 10-30
Batch steps
Index-2
batch step dependencies, 10-30 Creating
calculation of, 10-29 batch, 6-2
changeover time, related to, 10-32 Creating batch hold, 7-2
chargeable resource, 10-30 Crossdocking, 9-1
details generated by APS, 10-30 Cross docking, 6-49
details sent to APS, 10-30 Custom Lot Expiration, 6-2
firmed sequence, 10-32 Cycle counting, 1-3
for dependent steps, 10-30
interoperation dependencies, 10-30 D
number sequence, 10-30
Deleting requirements, 1-6
operation setup, 10-30
Demand, F-1
OPM Capacity Planning application, 10-30
Dependencies, between activities, limitations, 6-2
quantity, 10-30
Dependencies, step, 6-63
related to Process Manufacturing instance, 10-
dependent steps, and incremental backflushing,
32
10-18
resources constrained by capacity, 10-30
Detailed-Level Reservations, 8-4
upstream operation, 10-30
Dialog box
Charge details, 10-30
Batch Step Variance Inquiry Selection Criteria,
Check Shortages, 8-24
12-17
Close Batch dialog box, 11-3
Close Batch, 11-3
Closing batches, 1-6
Complete a Batch, 11-2
Complete a Batch dialog box, 11-2
Complete Batch Step, 6-52
Complete Batch Step dialog box, 6-52
Find Batch Steps, 6-51
Completing batches
Find Firm Planned Order, 15-12
direct completion, 1-6
Find Firm Planned Orders, 5-2
full completion, 1-6
Material Variance Inquiry Selection Criteria,
incremental backflushing, 1-6
12-9
Components, navigation, 1-12
Production Schedule Selection Criteria, 12-2
configuration
Release Batch Step, 6-52, 10-3
Process Manufacturing Command Center, 4-1
Reschedule, 6-90
Continuous horizon format, in Production
Resource Variance Inquiry Selection Criteria,
Scheduler, 16-1
12-28
Continuous manufacturing, 6-2
Scale Batch, 6-88
Contribute to yield type, 6-80
Scale Firm Planned Order, 6-
Conversion
Work in Process Inquiry Selection Criteria, 12-
material requirements planning order, 6-2
5
Convert firm planned order to batch, 5-12
Dialog boxScale Firm Planned OrderScale Batch
Convert Firm Planned Order to Batch window,
dialog box, 6-88
5-12
Display, hierarchical, 1-12
Cost accounting, 14-10
Downtime, in scheduling with workday
Cost analysis, 1-3
calendar, 6-2
Cost control, 1-3
Cost of inventory, 1-3
E
Costs, operational, 1-3
Cost variances, 1-3 e-Business, 1-3
Create Batch/Firm Planned Order window, 5-1, Editing material transactions, consequences, 10-5
6-17 Enforce Step Dependency, limitation, 6-2
Index-3
Enforce Step Dependency indicator, 6-2
Entering reservations, 8-5 H
Events, C-3
Hardlink, 6-2
Heat number, 6-22
F Hierarchical display, 1-12
Find Batch dialog box, F-1 High-level reservations, 8-3
Find Batch option, F-1 Hold history, 7-7
Find Batch Steps dialog box, 6-51 Hold reason, 7-6
Find Firm Planned Order dialog box, 15-12 Human resources, 1-4
Find Firm Planned Orders dialog box, 5-2
Finished goods I
firm planned orders, 1-6
Implementation considerations, workday
Firmed sequence, related to charges, 10-32
calendar, 6-2
Firm planned order, 1-6, 6-2, F-1
incremental backflush, 10-18
conversion, 6-2
Incremental backflush, 10-12
conversion to batches, 5-1
Incremental backflushing, 1-3, 1-6, 10-xii
Firm planned orders
additional yield, impact on resource usage, 10-
converting to a batch, 5-12
12
creating in response to sales orders, 6-21
finish-to-start step dependency, 10-12
editing, 5-4
impact on by-charge scaling, 10-12
overview, 5-xii
impact on fixed scaling, 10-12
requirements, F-1
impact on proportional scaling, 10-12
rerouting, 5-11
impact on step prior to completed step, 10-12
rescheduling, 5-11
Incremental Backflushing window, 10-26
scaling, 5-16, 6-88
midstream step associations, 10-12
understanding, 5-1
negative, 10-12
updating, 5-4
performance of, 10-26
Firm planned orders, and Production Scheduler,
sequential, 10-12
16-1
start-to-start dependency, 10-12
Firm Planned Order window, F-1
varying initiation of, 10-12
Fixed scale, 6-80
yield type changes, 10-6
without yield contribution, 6-80
Incremental type product, impact on incremental
with yield contribution, 6-80
backflushing, 10-12
Flexfield, in process parameters, 6-75
Ingredient picking, 9-1
FPO Prefix, 3-10
Ingredient Picking, F-1
Function Security, D-1
Ingredients
allocation, 1-6
G included in a batch, 14-2
Gantt Chart, 16-1 scaling, in batches, 6-80
GMD timing of allocations, 1-6
Yield Type, 6-80 usage, 1-6
GME Inquiries, 1-1
Backflush Resource Usage parameter, 10-12 Batch Step Variance, 12-17
Calculate Interim Resource Usage, 10-12 Material Variance, 12-9
Gross requirements, 5-1 Production Schedule, 12-2
Guide to picking material, 14-2 Resource Variance, 12-28
Index-4
Work in Process, 12-5 12-12
Work In Process Inquiry Details, 12-7 Material variance inquiry, 12-9
Integer scaling, 6-80, F-1 Material Variance Inquiry, F-1
Inventory, negative, 10-5 Material variance inquiry, interpreting, 12-10
Inventory application, 1-6 Material Variance Inquiry Selection Criteria
Inventory carrying costs, 1-3 dialog box, 12-9
Inventory Control application, 6-17 Material Variance Inquiry window, 12-10
Inventory Reservations, 8-26 Material Variance - Step Details window, 12-15
Item-step associations, 6-50 Material variance steps details inquiry,
Item Substitution, 6-23, 14-16 interpreting, 12-15
Minimum delay, in scheduling, 6-2
J Minimum transfer quantities, 6-2
Mixed scaling types, 6-80
Job roles, in production, 1-4
Mobile Supply Chain Applications, 8-26
Move orders, 9-1
K
Move Orders, 8-2
Key tasks, in production, 1-4 MRP, 5-1
MRP planned order, 1-6
L MTQ, 6-2
Leadtime, 5-12 MTQ yield point, 6-2
Leadtime, enforcing, 5-12
Location, 10-5 N
Lookup, 7-6 Navigation components, 1-12
Lot and location, 1-6 Negative inventory, 10-5
LPN, 9-1 Non-value added activities, 1-3
Nonworking time, in batch scheduling, 6-2
M
Make to order, 3-1 O
Make to Order Onhand inventory, F-1
concurrent program, 14-20 On-time delivery, 1-3
manual yield, 10-18 Operational costs, 1-3
Mass batch actions, 6-43 Optimizer, use, 6-2
Mass batch transactions, understanding, 6-39 Oracle Bills of Material, setting up, 3-1
Master production schedule, 1-6 Oracle Inventory, setting up, 3-1
Material Corrections, 8-17 Oracle Process Manufacturing Product
Material planning, F-1 Development, setting up, 3-1
Material requirement date, 6-2 Oracle Warehouse Management System, setting
Material requirement planning, 1-6 up, 3-1
Material resources, 1-3, 1-4 Order, production, 1-6
Material staging to production, 9-1 overview
Material Status, 10-4 Process Manufacturing Command Center, 2-1
Material Usage and Substitution Variance
Report, 14-13 P
Material variance ingredient inquiry,
Parameters
interpreting, 12-12
creating batches, 3-1
Material Variance - Ingredient Inquiry window,
Index-5
setup prerequisites, 3-1 Process planning applications, 1-6
Parameters, setting up, 3-1 Product Development, Oracle application, 1-
Parent batch, 1-6 Production activities, scheduled, 14-8
Phantoms, 1-6 Production Activity Report, 14-8
as ingredients, 1-6 Production batches, 1-6
as intermediates, 1-6 Production loss, 6-2
explosion rules, 1-6 Production Operator, 1-1
Physical inventory, reduction in, 1-3 Production orders, 1-6
Picking Material, 9-9 Production planning, and firm planned orders, 5-
Picking rules, 1-6, 6-48 1
Pick list, 1-6 Production Quality dashboard, 2-6
Pick releasing, 6-48 Production rule, 6-2
Planned completion date, 10-29 Production schedule, 1-6
Planned Completion date, 6-17 Production schedule, interpreting, 12-3
Planned completion date, calculation of, 6-17 Production schedule inquiry, 12-2
Planned orders, 1-6 Production Schedule Inquiry window, 12-3
Planned production orders, 1-6 Production Scheduler Workbench, 1-1, 16-1
Planned start date, 10-29 Production Schedule Selection Criteria dialog
Planned start date, calculation of, 6-17 box, 12-2, F-1
Planned throughput, 6-69 Production Schedule Selection Criteria window,
Planners, role, 5-1 12-3, F-1
Planning, 1-3 Production Schedule window, 12-2
Planning applications, 1-6 Production status
Plan quantity, 10-12 approved for general use, 6-2
Plan resource usage, 10-12 Production Supervisor, 1-1, 1-4, F-1
Plan tasks, 9-1 profile options
Preferred sequences for activities, 10-32 Process Manufacturing Command Center, 4-3
Prerequisites Profile options, setting up, 3-10
setting up parameters, 3-1 Proportional scaling, 6-80
Prerequisites, setting up other applications, 3-1
prerequisites, setup, 1-6 R
Procedures, 1-1
Recalculating dates, batch steps, 6-2
Process Execution Responsibilities, B-1
Recipes, 6-2
Process Execution Workbench, 1-1
Recipe Validity Rules Summary page, 6-23
process flow, 1-
Reference information, 1-1
Process Inquiry Selection Criteria dialog box, F-1
Release Batch dialog box, 10-1
Process loss, 6-2
Release Batch Step dialog box, 6-52, 10-3
Process Manufacturing Command Center
Releasing batches, 1-6
Batch Status dashboard, 2-2
Releasing batch hold, 7-6
configuration, 4-1
Reopening batches, 1-6
loading data, 4-1
Reopening batch steps, 1-6
overview, 2-1
Reports, 1-1
Production Quality dashboard, 2-6
Batch Pick List Report, 14-2
profile options, 4-3
Batch Ticket Report, 14-4
Process parameters
Batch Yield Variance Report, 14-10
adding, 6-75
Material Usage and Substitution Variance
modifying, 6-75
Index-6
Report, 14-13 make to order rules, 3-1
Production Activity Report, 14-8 Oracle Inventory, 3-1
Requirement, resizing, 1-6 Oracle Warehouse Management System, 3-1
Reschedule dialog box, 6-90 parameters, 3-1
Rescheduling process, 1-6 prerequisites
Reservation See other applications
Procedures, 1-3 Oracle Bills of Material, 3-1
Reservations, 8-2 Oracle Inventory, 3-1
Resource Transactions window, 10-33 Oracle Process Manufacturing Product
Resource usage, 1-6, 6-2, 10-12, 10-32 Development, 3-1
interpreting actual usage, 12-30 Oracle Warehouse Management System,
interpreting details, 12-32 3-1
Resource Usage Details window, 12-32 profile options, 3-10
Resource Usage window, 12-30 setting up
Resource Usage window, F-1 Process Manufacturing Command Center, 4-1
Resource variance inquiry, 12-28 setup, 1-
Resource Variance Details window, 12-28 Setup, 1-1
Resource Variance Inquiry Selection Criteria Simulator, 8-6
dialog box, 12-28 Simulator, use, 6-2
Resource Variance Inquiry, F-1 Staggered activities, impact on workday calendar
Responsibilities, 1-1 use, 6-2
Reverting batch steps to work in process, 1-6 Standard quantity, 6-2
Rounding direction, 6-80 Status, 1-6
Rounding Variance, 6-80 Status, batch step, 10-29
Routing definition, 6-2 Status, of items, 10-5
Rules, scaling, 6-80 Step dependencies, 6-63, 10-12
Step dependencies, in charge calculation, 10-30
S Step dependency impact, in incremental
backflushing, 10-12
Sales orders
Step transfer quantities, 6-91
creating batches or firm planned orders in
Supervisors, production, 1-3
response to, 6-21
Supply, F-1
Scale Batch dialog box, 6-88
System security profile, 1-1
Scaled by-charge, 10-30
Scale Firm Planned Order dialog box, 6-88
Scale type, 6-2 T
Scale type rules, 6-80 Table format, in Production Scheduler, 16-1
Scaling Task creation, understanding, 6-48
integer, 6-80 Terminate Batch option, 6-2
integer, examples, 6-80 Terminating a batch, 6-2
Scaling, batches, 6-80, F-1 Terminating batches, 1-6
Scaling, mixed types of, 6-80 Terminating batch steps, 6-2
Scaling, proportional, 6-80 Theoretical Yield Calculation
Scaling factor, 6-80 prerequisites, 6-79
Security, batch, 6-2 using, 6-79
Select Available Inventory , 8-25 Total output, batch, 6-2
Setting up, 3-xii Transactions, 8-2
Index-7
Batch Step/Batch Item Association, 6-77
U Batch Step Resources, 6-69
Batch Step Variance Inquiry - Activities, 12-23
Understanding phantom batches, 1-6
Batch Step Variance Inquiry - Activity
Unit cost, 14-11
Resources, 12-25
Unit of measure types, 1-6
Batch Step Variance Inquiry - Details, 12-20
Unreleasing batches, 1-6
Batch Step Variance Inquiry - Summary, 12-18
Unreleasing batch steps, 1-6
Convert Firm Planned Order to Batch, 5-12
Update Inventory, 8-24
Create Batch/Firm Planned Order, 6-2, 6-17
Uptime, in batch scheduling with workday
Incremental Backflushing, 10-26
calendar, 6-2
Material Variance - Ingredient Inquiry, 12-12
Usage, 1-6
Material Variance Inquiry, 12-10
usage backflushing, 10-18
Material Variance - Step Details, 12-15
Usage calculation, 10-12
Production Schedule Inquiry, 12-3
Usage costs, 14-14
Resource Transactions, 10-33
unusual, 14-13
Resource Usage, 12-30
Use Workday Calendar, 6-2
Resource Usage Details, 12-32
Resource Variance Details, 12-28
V
Work in Process Inquiry, 12-6
Validate Plan Dates parameter, 6-23 Work In Process Inquiry Details, 12-7
Validity rule, 6-2 WIP step dependencies, in incremental
Validity rules, 5-1 backflushing, 10-12
Validity rules, selecting, 6-23 WMS , F-1
Value work breakdown structure, 1-
accounting, 14-11 Work breakdown structure, 1-4
actual batch, 14-11 Workday calendar, 6-2, 6-17, 6-90
Variances, 14-13 Workday Calendar, 1-1
yield, 14-10 Workday calendar, implementation
Vertical bar format, in Production Scheduler, 16- considerations, 6-2
1 Work in Process Inquiry, 12-5, F-1
View hold history, 7-7 Work in process inquiry, interpreting, 12-6
View move order, 8-21 Work in process inquiry details, 12-7
Work In Process Inquiry Details, F-1
W Work in process inquiry details, interpreting, 12-
Warehouse locations, 14-2 7
Warehouse Management Systems, 9-1 Work In Process Inquiry Details window, 12-7
Warning Work in Process Inquiry Selection Criteria dialog
driving inventory negative, 10-5 box, 12-5
no work day defined, 16-1 Work in Process Inquiry window, 12-6
rescheduling batches, 6-2
scheduling during nonworking hours, 6-2 Y
spanning nonworking hours for a contiguous Yield
step batch, 6-2 actual, 14-11
yielding batch material into existing lot, 10-5 batch, 14-10
Window Yield Measurement
Batch Operation WIP, 10-36 Yield calculation, 6-91
Index-8