Table of Contents

PART I
Introduction

1 Introduction to Oracle Manufacturing and Supply Chain Products

Enterprise Business Flows

Identification/Creation of Demand

Communication of Design Requirements

Communication of Demand

Materials and Services

Money

Oracle E-Business Suite

Oracle Customer Relationship Management (CRM)

Oracle Manufacturing and Supply Chain Management

Oracle Financials

Inter-Enterprise Collaboration

Manufacturing Processes

Discrete Manufacturing

Repetitive Manufacturing

Flow Manufacturing

Supply Chain Stocking Strategies

Engineer-To-Order (ETO)

Make-To-Order (MTO)

Assemble-To-Order (ATO)

Pick-To-Order (PTO)

Make-To-Stock (MTS)

Choosing a Strategy

Overview of Oracle Manufacturing Products

Oracle Inventory

Oracle Bills of Material

Oracle Engineering

Oracle Work in Process (WIP)

Oracle Manufacturing Scheduling

Oracle Flow Manufacturing

Oracle Cost Management

Oracle Quality Management

Overview of Supply Chain Products

Manufacturing and Supply Chain Planning

Supply Chain Execution

Oracle Demand Planning

Oracle Master Scheduling/MRP

Oracle Advanced Supply Chain Planning

Order Management

Oracle Pricing

Oracle Release Management

Oracle Shipping

Oracle Warehouse Management

Oracle Purchasing

Oracle Supplier Scheduling

PART II
Design and Manufacturing Engineering

2 Enterprise Structure

Enterprise Structure Components

Global Enterprise

Enterprise Structure Modeling in Oracle Applications

Multi-Org

Organization

Corporate Structure

Security Group

Business Group (BG)

Set of Books

Legal Entity

Cross Organization Reporting

Operations Structure

Operating Unit

Customer

Supplier

Supply Chain Structure

Inventory Organization

Distribution Center

Manufacturing Plant

Shipping Networks

Organization Structure

Subinventory

Stock Locator

Assigning Staging Lanes to Dock Doors

Summary

3 Managing Items

Product Lifecycle Management

Items

Item Master Organization

Master Items Versus Organization Items

Defining an Item

Item Templates

Item Attributes

Item Attribute Controls

Status Attributes

Item-Defining Attributes

Attribute Groups

Item Relationships and Cross-References

Item Revisions

Categorizing Items

Category Codes and Category Sets

Category Set Assignment

Default Category Sets

Item Catalogs

Item Deletion

Items Open Interface

Item

Customer Item

Summary

4 Managing Bills and Routings

Materials

Bill of Material Setup

Bill of Material Types

Phantom Subassemblies

Defining a Bill of Material

Copying Bills

Sharing Bills

Checking for Bill Loops

Mass Changing Bills of Material

The Entire Structure

Bill Compare

Deleting Bills

Product Families

Co-Products

BOM Business Object

Time

Workday Calendar

Manpower and Machines

Resources

Departments

Method

Routing

Flow Routing

Network Routings

Logical Data Model of Manpower, Machines, and Methods

Routing Business Object

Summary

5 Design Engineering

Developing Prototypes

Engineering Items

Engineering Bills and Routings

Accessing Engineering Information

Transferring to Manufacturing

Engineering Change Orders

ECO Setup

Defining ECOs

ECO Approval

Accessing ECOs

Rescheduling ECOs

Implementing ECOs

Canceling ECOs

Using ECOs for Mass Changes

Use-up ECOs

ECO Business Object API

Summary

6 Assemble to Order and Pick to Order

Configure To Order Environment

Market Orientation versus Stocking Strategies

ATO/PTO Scenarios

The ATO/PTO Business Process

Setup for ATO/PTO

Ongoing Activities

Forecasting and Master Scheduling ATO Models/Items

Enter Sales Order

Select Options

Managing the Configuration Item

Manufacturing

Pick Releasing and Confirming Shipments

Invoicing

The Oracle Configurator

Summary

7 Manufacturing Engineering

Process Layout

Product Layout

Line Layout

Final Assembly Line

Feeder Lines

Product Synchronization

Line Design Process and Factors

Designed Daily Rate

Flow Rate

Takt Time

Number of Line Operations

Operation Times

Total Product Cycle Time

Line Output Levels

Designing Lines

Defining Flow Lines

Graphical Line Designer

Mixed Model Map

Operational Method Sheets

Building Quality into the Process

Pre-Operation Inspection

Control Charts

Quick Changeover

Line Performance

Line Flow Rate

Line Linearity

Summary

PART III
Supply Chain Planning

8 Planning Fundamentals

Basic Planning Logic

Recognition of Demand

Gross to Net Calculation

Recommendations

Bill of Material Explosion

Planning Cycles

Forecasting

Forecast Terminology and Structure

Generating Forecasts from Historical Information

Open Forecast Interface

Forecast Entries API

Forecast Consumption

Aggregate Forecasts

Forecast Explosion

Master Scheduling

Master Demand Schedules and Master Production Schedules

Master Schedule Load

Open Master Schedule Interface

Reviewing the Master Schedule

Schedule Relief

Two-Level Master Scheduling

Capacity Planning

Planning for Engineering Changes

Effectivity Dates

Engineering Change Orders (ECOs)

Schedule Date Changes

Discrete versus Repetitive Planning Logic

Repetitive Production Concepts

Repetitive Planning Logic

Repetitive Schedule Allocation

Repetitive Schedule Implementation

Configuring Repetitive Planning

Kanban Planning

Kanban Setup

Kanban Calculations

Generating and Implementing Kanban Plans

Planning Parameters and Profiles

Planning Parameters

MRP Profiles

Item and BOM Attributes

Planning Manager

Summary

9 Demand Planning

Demand Planning Overview

What Demand Planning Does

Demand Planning User Interface

Demand Planning Technology

Demand Planning Terminology

Understanding the Demand Planning Environment

Understanding Demand Planning Roles

Demand Planning Integration Administrator

Planning Administrator

Planner

Planning Manager

Configuring Oracle Demand Planning

Demand Planning Dimensions

Demand Planning Hierarchies

Demand Planning Levels

Demand Planning Hierarchy Levels

Defining Events

Defining Introductions

Defining the Instances and Organizations to Be Collected from

Defining Demand Plans

Defining Demand Plan Headers

Demand Planning Administrator Functions

Setting Up Oracle Express System Parameters

Managing Predefined Reports

Managing Demand Plan Assignments

Setting Scenario Properties

Tracking the Progress of a Demand Plan

Understanding the Demand Planning Cycle

Understanding Where the Source Data Comes from

Running Collections

Pulling Information from the Planning Server

Reviewing Baseline Forecasts

Adjusting Forecasts

Submitting Forecasts

Reviewing Aggregate Forecasts

Publishing Forecasts to the Source Instance

Getting Feedback

Summary

10 Single Organization Planning

Types of Plans

Defining Plan Names

Plan Options

Generating the MRP Plan

Controlling Plan Generation

Reviewing the MRP Plan

Planner Workbench

Planning Information

Reviewing Planning Exceptions

Supply and Demand

Pegged Supply and Demand

Implementing Planning Recommendations

The Horizontal Material Plan

Item Information

Walking Up and Down a Bill of Material

The Enterprise View

Capacity Planning

Resource and Capacity Information

Simulations

Copying a Plan

Simulation Scenarios

Simulation Modes

Comparing Simulated Scenarios

Technical Overview of the Planning Process

Memory-based Snapshot

Memory-based Planner

Inter-Process Communication

Concurrent Manager Requirements

Summary

11 Advanced Supply Chain Planning

What’s Different?

Multiorganization Planning

Constraints

Optimization

Holistic Planning

Plan Types

Integrated Performance Management

Architecture

Modeling the Supply Chain

Multiple Organization Model

Multiple Sourcing Options

Assignment Hierarchy

Sourcing and Assignment APIs

Global SCP and Subset Planning

Master Scheduling the Supply Chain

Constraint-based Planning

Enabling Constraint-based Planning

Types of Constraints

Modeling Supplier Capacity

Optimized Planning

Optimization Objectives

ASCP Setup

Create Planning Flexfields

Defining Instances

Demand Priority Rules

Defining the Plan

Data Collection

Types of Collection

Running Collections

Running the Plan

The ASCP Planner Workbench

Left Pane (Navigator)

Right Pane

Additional Views

Display Preferences

Typical Scenarios

Simulations

Simulation Scenarios

Simulation Modes

Comparing Simulated Scenarios

Performance Management

Key Performance Indicators

Exception Messages

Summary

PART IV
Supply Chain Execution

12 Order Management

Basic Order Flows

Setting Up an Efficient Order Desk

Defining the Items You Sell

Defining the Customers You Sell To

Deciding How to Process Outbound Orders

Setting Up Standard Content for Order Documents

Release Management Setup

Freight and Special Charges

Taxation

Enforcing Credit Policies

Compensating Your Salesforce

Creating a Global Picture of Availability

Global Order Promising

Order Promising Terminology

Configuring Sources of Supply and Demand

Setting Profile Options

Entering and Managing Orders

Using the Order Organizer

Entering Sales Orders

Managing Availability and Delivery Commitments

Acknowledging Customers

Making Updates to Large Numbers of Orders and Lines

Invoicing Orders

Processing Returns and Requests for Credit

Special Order Flows

Summary

13 Procurement Management

Solutions for Requisitioners

Internet Requisitions

Setting Your Profile

Administering Catalogs

Forms-based Requisitions

Strategic Sourcing and Supply-based Management

Supplier Lists

Requests for Quotations

Quotations

Sourcing

AutoCreate

Finding Requisitions in the Requisition Pool

Adding Lines to Target Documents

Purchase Orders

Major Purchase Order Features

Finding Purchase Orders with Purchase Order Summary

Entering Search Criteria

Viewing Search Results

Entering and Maintaining Purchase Orders

Purchase Order Header Information

Purchase Order Line Information

Price Breaks

Shipments

Distributions

Supplier Scheduling

Defining Bucket Patterns

Defining Schedule Options

Creating the Schedule

Managing Cumulative Quantities

Communicating the Schedule to Suppliers

Internet Supplier Portal

Supply-based Management

Purchasing

Receiving

Invoices

Configuring Oracle Purchasing

Locations

Buyers

Approval Groups and Their Assignments

Adding Notes to Purchasing Documents

Purchasing Options

Requisition Templates

Document Types

Line Types

Periods

Purchasing Workflows

Important Item Attributes for Purchasing

Importing Requisitions

Submitting Requisition Import

Requisition Import Interface Table

Create Document Workflow Functions

Summary

14 Receiving

Managing Inbound Shipments

Receipts

Finding Expected Receipts

Receipt Headers

Receipt Lines

Express Receiving

Unordered Receipts

Receiving Transactions

Finding Receipts to Transact

Inspecting Receipts

Delivery

Reviewing Receiving Transactions

Transaction Header Results

Transaction Line Results

Correcting Receiving Transactions

Returns to Vendor

Managing Shipments

Receiving Options

Summary

15 Inventory and Warehouse Management

Units of Measure (UOM)

Material Transactions

Transaction Source Types

Transaction Actions

Transaction Types

Transaction Reasons and Corrective Actions

Cost Groups

Material Status Control

Executing Transactions

Move Orders

Material Workbench

Movement Statistics

Managing Lots

Lot Attributes

Lot Splitting

Lot Merging

Lot Genealogy

Managing Serialized Items

Serial Attributes

Serial Genealogy

On-Hand Balances

The Quantity Tree

Reservations

Implementing Consigned Inventory

The Rules Framework

Business Objects

Rules

Strategies

Strategy Assignments

Strategy Search Order

Where Used Inquiries

Rules Logical Data Model

Applications of the Rules-Strategy-Business Object Framework

Applications of the Standalone Rules Framework

Inventory Accuracy

ABC Analysis

Cycle Counting

Physical Inventory

Inventory Planning

Min–Max Planning

Reorder Point Planning

Replenishment Counting

Replenishment Tasks

Data Field Identifiers in Barcode Scanning

Attribute-Level DFI

Region-Level DFI

The DFI String

Compliance Labeling

Container Management

License Plate Numbers

Cartonization

Container Transactions

Task Management

Task Type Assignment Engine

Task Dispatching Engine

Warehouse Control Board

Receiving and Putaway

Creating Receipts

Putaway

Implementing Opportunistic Cross-Docking

The Order Fulfillment Process

Dock Scheduling

Pick Methodologies

Wave Picking

Pick Execution

Loading the Vehicle from the Staging Lane

Currently Loaded Tasks

Kanban Materials Management

Pull Sequences

Kanban Planning

Graphical Kanban Workbench

Kanban Execution

Open Interfaces and Application Programming Interfaces

Summary

16 Manufacturing Execution

Overview

Information Flow

Material Requirements

Scheduling

Production Methods

Configuring Oracle Work in Process

WIP Parameters

WIP Accounting Classes

Shop Floor Statuses

Labor Rates

Profile Options

Defining Jobs and Production Schedules

Discrete

Repetitive

Flow Manufacturing

Assemble to Order

Configure to Order (CTO)

Work Order Interface

Material Control

Material Requirements

Component Issues and Returns

Backflushing

By-Product Recovery

Phantom Assemblies

Open Transaction Interface

Shop Floor Control

Dispatch Reports and Job Paperwork

Move Transactions

Discrete Workstation

Open Move Transaction Interface

Using Shop Floor Statuses

Outside Processing

Rework Production

Assembly Scrap

Manufacturing Scheduling

Configuring Oracle Manufacturing Scheduling

Execution Options

Scheduler Workbench

Resource Management

Auto-Charging Resources

Resource Transactions

Open Resource Transaction Interface

Outside Processing Charges

Oracle Shop Floor Management System

Configuring OSFM

Lot Transactions

Completions

Completing Discrete Jobs

Completing Repetitive Schedules

Work Order-less Completions

Closing and Purging Jobs and Schedules

Closing Discrete Jobs

Purging Jobs and Schedules

WIP Costing

Standard Costing in WIP

Average Costing in WIP

Flow Manufacturing Costing

OSFM Costing

Cost Transfers

Summary

17 Outbound Logistics

Oracle Shipping Overview

Terminology

Shipping Activities

Configuring Oracle Shipping

Shipping Parameters

Rules

Freight Information

Documents

Transportation Calendars

Shipping Exceptions

Containers and Item Relationships

Pick Release

Online Pick Release

Concurrent Pick Release

Release Through the Shipping Transactions Form

Move Orders

Order Cancellations

Shipping Transactions

Query Manager

Data Manager

Shipping Entities

Shipping Actions

Summary

PART V
Support Functions

18 Costing

Setting Up Costing

Costing Organizations and Children Organizations

Item Attributes for Costing

Structure of Item Costs

Defining and Viewing Item Costs and Transaction Values

Defining Item Costs

Viewing Item Costs

Mass Editing Costing Information

Copying Costs

Accounting for Value Movements

Viewing Transaction Costs

Processing Costs

Costing Methods

Standard Costing

Average Costing

Cost Layering Methods

Periodic Costing

Period Close

Summary

19 Quality Management

Collection Elements

Collection-Element Types

Defining Collection Elements

Collection-Element Values

Collection-Element Specification Limits

Quality Actions

Collection-Element Actions

Collection-Element Alert Actions

Launch a Workflow Action

Associating Output Variables with Actions

Specifications

Specification Types

Defining Specifications

Collection Plans

Collection-Plan Elements

User-Defined Formulas Using Assign a Value Actions

Associating Collection Plans with Transactions

Collecting Data

Direct Data Collection

Data Collection During Transactions

Collection Import

Mobile Quality Applications

Analysis Tools

Copying Settings

Pareto Charts

Histograms

Trend Charts

Control Charts

Descriptive Statistics

Statistical Process Control (SPC)

Process Capability Studies

Cp

Cpk

Conducting a Process Capability Study

Summary

20 Pricing

Defining Price Lists

Price List Lines

Administering Price Lists

Price Qualifiers—Setting Up Rules of Eligibility

Qualifier Groups

Modifiers

Modifier Summary Information

Combining Discounts

Defining the Subject of the Modifier

Discount and Charges

Defining Other Types of Discounts and Sales Incentives

Formula-based Pricing

Agreements

Overview of the Pricing Flow

Extending Oracle Pricing

Setting Up Qualifiers

Setting Up New Pricing Attributes

Defaulting Rules in Pricing

Brief Technical Overview

Specification of the Calculate Price API

Main Tables

Summary

PART VI
Business Intelligence

21 Business Intelligence for Manufacturing and Supply Chain

Business Intelligence Technologies

Personal Home Page and Oracle Portal

Balanced Scorecard

Activity-based Costing and Management

Performance Management Framework (PMF)

Performance Management Viewer (PMV)

Discoverer Worksheets and End User Layer (EUL)

Business Views and View Generator

Enterprise Data Warehouse

Business Intelligence Applications

Supply Chain Intelligence

Manufacturing Intelligence

Purchasing Intelligence

Summary

22 Case Study: Neptune Corporation

Design and Manufacturing Engineering

Enterprise Structure

Managing Items, Bills, and Routings

Design Engineering

Assemble-to-Order and Pick-to-Order Products

Manufacturing Engineering

Supply Chain Planning

Demand Planning

Advanced Supply Chain Planning

Supply Chain Execution

Order Management

Supply Base and Procurement Management

Inbound Logistics

Inventory and Warehouse Management

Manufacturing Execution

Outbound Logistics

Support Functions

Cost Management

Quality Management

Pricing

Business Intelligence

Summary

Index

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