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Oracle E-Business Suite Manufacturing & Supply Chain Management

Book Description

Implement Oracle’s Internet-based Manufacturing and Supply Chain Management products using this Oracle authorized resource. This comprehensive guide explains how to implement the planning, engineering, pricing, order fulfillment, and inventory management components of Oracle Manufacturing and Supply Chain--and develop and deliver goods and services faster, cheaper, and more efficiently than your competitors.

Table of Contents

  1. Cover Page
  2. Oracle E-Business Suite Manufacturing & Supply Chain Management
  3. About the Authors
  4. Copyright Page
  5. Dedication
  6. Contents
  7. Acknowledgements
  8. Introduction
  9. PART I Introduction
    1. 1 Introduction to Oracle Manufacturing and Supply Chain Products
      1. Enterprise Business Flows
        1. Identification/Creation of Demand
        2. Communication of Design Requirements
        3. Communication of Demand
        4. Materials and Services
        5. Money
      2. Oracle E-Business Suite
        1. Oracle Customer Relationship Management (CRM)
        2. Oracle Manufacturing and Supply Chain Management
        3. Oracle Financials
        4. Inter-Enterprise Collaboration
      3. Manufacturing Processes
        1. Discrete Manufacturing
        2. Repetitive Manufacturing
        3. Flow Manufacturing
      4. Supply Chain Stocking Strategies
        1. Engineer-To-Order (ETO)
        2. Make-To-Order (MTO)
        3. Assemble-To-Order (ATO)
        4. Pick-To-Order (PTO)
        5. Make-To-Stock (MTS)
        6. Choosing a Strategy
      5. Overview of Oracle Manufacturing Products
        1. Oracle Inventory
        2. Oracle Bills of Material
        3. Oracle Engineering
        4. Oracle Work in Process (WIP)
        5. Oracle Manufacturing Scheduling
        6. Oracle Flow Manufacturing
        7. Oracle Cost Management
        8. Oracle Quality Management
      6. Overview of Supply Chain Products
        1. Manufacturing and Supply Chain Planning
        2. Supply Chain Execution
        3. Oracle Demand Planning
        4. Oracle Master Scheduling/MRP
        5. Oracle Advanced Supply Chain Planning
        6. Order Management
        7. Oracle Pricing
        8. Oracle Release Management
        9. Oracle Shipping
        10. Oracle Warehouse Management
        11. Oracle Purchasing
        12. Oracle Supplier Scheduling
  10. PART II Design and Manufacturing Engineering
    1. 2 Enterprise Structure
      1. Enterprise Structure Components
        1. Global Enterprise
        2. Enterprise Structure Modeling in Oracle Applications
      2. Multi-Org
      3. Organization
      4. Corporate Structure
        1. Security Group
        2. Business Group (BG)
        3. Set of Books
        4. Legal Entity
        5. Cross Organization Reporting
      5. Operations Structure
        1. Operating Unit
        2. Customer
        3. Supplier
      6. Supply Chain Structure
        1. Inventory Organization
        2. Distribution Center
        3. Manufacturing Plant
        4. Shipping Networks
      7. Organization Structure
        1. Subinventory
        2. Stock Locator
        3. Assigning Staging Lanes to Dock Doors
      8. Summary
    2. 3 Managing Items
      1. Product Lifecycle Management
      2. Items
        1. Item Master Organization
        2. Master Items Versus Organization Items
        3. Defining an Item
        4. Item Templates
      3. Item Attributes
        1. Item Attribute Controls
        2. Status Attributes
        3. Item-Defining Attributes
        4. Attribute Groups
      4. Item Relationships and Cross-References
      5. Item Revisions
      6. Categorizing Items
        1. Category Codes and Category Sets
        2. Category Set Assignment
        3. Default Category Sets
      7. Item Catalogs
      8. Item Deletion
      9. Items Open Interface
        1. Item
        2. Customer Item
      10. Summary
    3. 4 Managing Bills and Routings
      1. Materials
        1. Bill of Material Setup
        2. Bill of Material Types
        3. Phantom Subassemblies
        4. Defining a Bill of Material
        5. Copying Bills
        6. Sharing Bills
        7. Checking for Bill Loops
        8. Mass Changing Bills of Material
        9. The Entire Structure
        10. Bill Compare
        11. Deleting Bills
        12. Product Families
        13. Co-Products
        14. BOM Business Object
      2. Time
        1. Workday Calendar
      3. Manpower and Machines
        1. Resources
        2. Departments
      4. Method
        1. Routing
        2. Flow Routing
        3. Network Routings
        4. Logical Data Model of Manpower, Machines, and Methods
        5. Routing Business Object
      5. Summary
    4. 5 Design Engineering
      1. Developing Prototypes
        1. Engineering Items
        2. Engineering Bills and Routings
        3. Accessing Engineering Information
        4. Transferring to Manufacturing
      2. Engineering Change Orders
        1. ECO Setup
        2. Defining ECOs
        3. ECO Approval
        4. Accessing ECOs
        5. Rescheduling ECOs
        6. Implementing ECOs
        7. Canceling ECOs
        8. Using ECOs for Mass Changes
        9. Use-up ECOs
        10. ECO Business Object API
      3. Summary
    5. 6 Assemble to Order and Pick to Order
      1. Configure To Order Environment
        1. Market Orientation versus Stocking Strategies
      2. ATO/PTO Scenarios
      3. The ATO/PTO Business Process
        1. Setup for ATO/PTO
      4. Ongoing Activities
        1. Forecasting and Master Scheduling ATO Models/Items
        2. Enter Sales Order
        3. Select Options
        4. Managing the Configuration Item
        5. Manufacturing
        6. Pick Releasing and Confirming Shipments
        7. Invoicing
      5. The Oracle Configurator
      6. Summary
    6. 7 Manufacturing Engineering
      1. Process Layout
      2. Product Layout
      3. Line Layout
        1. Final Assembly Line
        2. Feeder Lines
        3. Product Synchronization
        4. Line Design Process and Factors
        5. Designed Daily Rate
        6. Flow Rate
        7. Takt Time
        8. Number of Line Operations
        9. Operation Times
        10. Total Product Cycle Time
        11. Line Output Levels
      4. Designing Lines
        1. Defining Flow Lines
        2. Graphical Line Designer
        3. Mixed Model Map
        4. Operational Method Sheets
        5. Building Quality into the Process
        6. Pre-Operation Inspection
        7. Control Charts
      5. Quick Changeover
      6. Line Performance
        1. Line Flow Rate
        2. Line Linearity
      7. Summary
  11. PART III Supply Chain Planning
    1. 8 Planning Fundamentals
      1. Basic Planning Logic
        1. Recognition of Demand
        2. Gross to Net Calculation
        3. Recommendations
        4. Bill of Material Explosion
      2. Planning Cycles
      3. Forecasting
        1. Forecast Terminology and Structure
        2. Generating Forecasts from Historical Information
        3. Open Forecast Interface
          1. Forecast Entries API
          2. Forecast Consumption
          3. Aggregate Forecasts
          4. Forecast Explosion
      4. Master Scheduling
        1. Master Demand Schedules and Master Production Schedules
        2. Master Schedule Load
        3. Open Master Schedule Interface
        4. Reviewing the Master Schedule
        5. Schedule Relief
        6. Two-Level Master Scheduling
        7. Capacity Planning
      5. Planning for Engineering Changes
        1. Effectivity Dates
        2. Engineering Change Orders (ECOs)
        3. Schedule Date Changes
      6. Discrete versus Repetitive Planning Logic
        1. Repetitive Production Concepts
        2. Repetitive Planning Logic
        3. Repetitive Schedule Allocation
        4. Repetitive Schedule Implementation
        5. Configuring Repetitive Planning
      7. Kanban Planning
        1. Kanban Setup
        2. Kanban Calculations
        3. Generating and Implementing Kanban Plans
      8. Planning Parameters and Profiles
        1. Planning Parameters
        2. MRP Profiles
        3. Item and BOM Attributes
        4. Planning Manager
      9. Summary
    2. 9 Demand Planning
      1. Demand Planning Overview
        1. What Demand Planning Does
        2. Demand Planning User Interface
        3. Demand Planning Technology
        4. Demand Planning Terminology
      2. Understanding the Demand Planning Environment
      3. Understanding Demand Planning Roles
        1. Demand Planning Integration Administrator
        2. Planning Administrator
        3. Planner
        4. Planning Manager
      4. Configuring Oracle Demand Planning
        1. Demand Planning Dimensions
        2. Demand Planning Hierarchies
        3. Demand Planning Levels
        4. Demand Planning Hierarchy Levels
        5. Defining Events
        6. Defining Introductions
        7. Defining the Instances and Organizations to Be Collected from
      5. Defining Demand Plans
        1. Defining Demand Plan Headers
      6. Demand Planning Administrator Functions
        1. Setting Up Oracle Express System Parameters
        2. Managing Predefined Reports
        3. Managing Demand Plan Assignments
        4. Setting Scenario Properties
        5. Tracking the Progress of a Demand Plan
      7. Understanding the Demand Planning Cycle
        1. Understanding Where the Source Data Comes from
        2. Running Collections
        3. Pulling Information from the Planning Server
        4. Reviewing Baseline Forecasts
        5. Adjusting Forecasts
        6. Submitting Forecasts
        7. Reviewing Aggregate Forecasts
        8. Publishing Forecasts to the Source Instance
        9. Getting Feedback
      8. Summary
    3. 10 Single Organization Planning
      1. Types of Plans
      2. Defining Plan Names
        1. Plan Options
      3. Generating the MRP Plan
        1. Controlling Plan Generation
      4. Reviewing the MRP Plan
      5. Planner Workbench
        1. Planning Information
        2. Reviewing Planning Exceptions
        3. Supply and Demand
        4. Pegged Supply and Demand
        5. Implementing Planning Recommendations
        6. The Horizontal Material Plan
        7. Item Information
        8. Walking Up and Down a Bill of Material
        9. The Enterprise View
        10. Capacity Planning
        11. Resource and Capacity Information
      6. Simlations
        1. Copying a Plan
        2. Simulation Scenarios
        3. Simulation Modes
        4. Comparing Simulated Scenarios
      7. Technical Overview of the Planning Process
        1. Memory-based Snapshot
        2. Memory-based Planner
        3. Inter-Process Communication
        4. Concurrent Manager Requirements
      8. Summary
    4. 11 Advanced Supply Chain Planning
      1. What’s Different?
        1. Multiorganization Planning
        2. Constraints
        3. Optimization
        4. Holistic Planning
        5. Plan Types
        6. Integrated Performance Management
        7. Architecture
      2. Modeling the Supply Chain
        1. Multiple Organization Model
        2. Multiple Sourcing Options
        3. Assignment Hierarchy
        4. Sourcing and Assignment APIs
        5. Global SCP and Subset Planning
        6. Master Scheduling the Supply Chain
      3. Constraint-based Planning
        1. Enabling Constraint-based Planning
        2. Types of Constraints
        3. Modeling Supplier Capacity
      4. Optimized Planning
        1. Optimization Objectives
      5. ASCP Setup
        1. Create Planning Flexfields
        2. Defining Instances
        3. Demand Priority Rules
        4. Defining the Plan
      6. Data Collection
        1. Types of Collection
        2. Running Collections
      7. Running the Plan
      8. The ASCP Planner Workbench
        1. Left Pane (Navigator)
        2. Right Pane
        3. Additional Views
        4. Display Preferences
        5. Typical Scenarios
      9. Simulations
        1. Simulation Scenarios
        2. Simulation Modes
        3. Comparing Simulated Scenarios
      10. Performance Management
        1. Key Performance Indicators
        2. Exception Messages
      11. Summary
  12. PART IV Supply Chain Execution
    1. 12 Order Management
      1. Basic Order Flows
      2. Setting Up an Efficient Order Desk
        1. Defining the Items You Sell
        2. Defining the Customers You Sell To
        3. Deciding How to Process Outbound Orders
        4. Setting Up Standard Content for Order Documents
        5. Release Management Setup
        6. Freight and Special Charges
        7. Taxation
        8. Enforcing Credit Policies
        9. Compensating Your Salesforce
      3. Creating a Global Picture of Availability
        1. Global Order Promising
        2. Order Promising Terminology
        3. Configuring Sources of Supply and Demand
        4. Setting Profile Options
      4. Entering and Managing Orders
        1. Using the Order Organizer
        2. Entering Sales Orders
        3. Managing Availability and Delivery Commitments
        4. Acknowledging Customers
        5. Making Updates to Large Numbers of Orders and Lines
        6. Invoicing Orders
        7. Processing Returns and Requests for Credit
        8. Special Order Flows
      5. Summary
    2. 13 Procurement Management
      1. Solutions for Requisitioners
        1. Internet Requisitions
        2. Setting Your Profile
        3. Administering Catalogs
        4. Forms-based Requisitions
      2. Strategic Sourcing and Supply-based Management
        1. Supplier Lists
        2. Requests for Quotations
        3. Quotations
        4. Sourcing
      3. AutoCreate
        1. Finding Requisitions in the Requisition Pool
        2. Adding Lines to Target Documents
      4. Purchase Orders
        1. Major Purchase Order Features
      5. Finding Purchase Orders with Purchase Order Summary
        1. Entering Search Criteria
        2. Viewing Search Results
        3. Entering and Maintaining Purchase Orders
        4. Purchase Order Header Information
        5. Purchase Order Line Information
        6. Price Breaks
        7. Shipments
        8. Distributions
      6. Supplier Scheduling
        1. Defining Bucket Patterns
        2. Defining Schedule Options
        3. Creating the Schedule
        4. Managing Cumulative Quantities
        5. Communicating the Schedule to Suppliers
      7. Internet Supplier Portal
        1. Supply-based Management
        2. Purchasing
        3. Receiving
        4. Invoices
      8. Configuring Oracle Purchasing
        1. Locations
        2. Buyers
        3. Approval Groups and Their Assignments
        4. Adding Notes to Purchasing Documents
        5. Purchasing Options
        6. Requisition Templates
        7. Document Types
        8. Line Types
        9. Periods
        10. Purchasing Workflows
      9. Important Item Attributes for Purchasing
        1. Importing Requisitions
        2. Submitting Requisition Import
        3. Requisition Import Interface Table
        4. Create Document Workflow Functions
      10. Summary
    3. 14 Receiving
      1. Managing Inbound Shipments
        1. Receipts
        2. Finding Expected Receipts
        3. Receipt Headers
        4. Receipt Lines
        5. Express Receiving
        6. Unordered Receipts
      2. Receiving Transactions
        1. Finding Receipts to Transact
        2. Inspecting Receipts
      3. Delivery
      4. Reviewing Receiving Transactions
        1. Transaction Header Results
        2. Transaction Line Results
        3. Correcting Receiving Transactions
        4. Returns to Vendor
      5. Managing Shipments
      6. Receiving Options
      7. Summary
    4. 15 Inventory and Warehouse Management
      1. Units of Measure (UOM)
      2. Material Transactions
        1. Transaction Source Types
        2. Transaction Actions
        3. Transaction Types
        4. Transaction Reasons and Corrective Actions
        5. Cost Groups
        6. Material Status Control
        7. Executing Transactions
        8. Move Orders
        9. Material Workbench
        10. Movement Statistics
      3. Managing Lots
        1. Lot Attributes
        2. Lot Splitting
        3. Lot Merging
        4. Lot Genealogy
      4. Managing Serialized Items
        1. Serial Attributes
        2. Serial Genealogy
      5. On-Hand Balances
        1. The Quantity Tree
        2. Reservations
      6. Implementing Consigned Inventory
      7. The Rules Framework
        1. Business Objects
        2. Rules
        3. Strategies
        4. Strategy Assignments
        5. Strategy Search Order
        6. Where Used Inquiries
        7. Rules Logical Data Model
      8. Applications of the Rules-Strategy-Business Object Framework
        1. Applications of the Standalone Rules Framework
      9. Inventory Accuracy
        1. ABC Analysis
        2. Cycle Counting
        3. Physical Inventory
        4. Inventory Planning
        5. Min–Max Planning
        6. Reorder Point Planning
        7. Replenishment Counting
        8. Replenishment Tasks
      10. Data Field Identifiers in Barcode Scanning
      11. Attribute-Level DFI
      12. Region-Level DFI
      13. The DFI String
      14. Compliance Labeling
      15. Container Management
        1. License Plate Numbers
        2. Cartonization
        3. Container Transactions
      16. Task Management
        1. Task Type Assignment Engine
        2. Task Dispatching Engine
        3. Warehouse Control Board
      17. Receiving and Putaway
        1. Creating Receipts
        2. Putaway
        3. Implementing Opportunistic Cross-Docking
      18. The Order Fulfillment Process
      19. Dock Scheduling
      20. Pick Methodologies
      21. Wave Picking
      22. Pick Execution
      23. Loading the Vehicle from the Staging Lane
      24. Currently Loaded Tasks
      25. Kanban Materials Management
        1. Pull Sequences
        2. Kanban Planning
        3. Graphical Kanban Workbench
        4. Kanban Execution
      26. Open Interfaces and Application Programming Interfaces
      27. Summary
    5. 16 Manufacturing Execution
      1. Overview
        1. Information Flow
        2. Material Requirements
        3. Scheduling
        4. Production Methods
      2. Configuring Oracle Work in Process
        1. WIP Parameters
        2. WIP Accounting Classes
        3. Shop Floor Statuses
        4. Labor Rates
        5. Profile Options
      3. Defining Jobs and Production Schedules
        1. Discrete
        2. Repetitive
        3. Flow Manufacturing
        4. Assemble to Order
        5. Configure to Order (CTO)
        6. Work Order Interface
      4. Material Control
        1. Material Requirements
        2. Component Issues and Returns
        3. Backflushing
        4. By-Product Recovery
        5. Phantom Assemblies
        6. Open Transaction Interface
        7. Shop Floor Control
          1. Dispatch Reports and Job Paperwork
          2. Move Transactions
          3. Discrete Workstation
          4. Open Move Transaction Interface
          5. Using Shop Floor Statuses
          6. Outside Processing
          7. Rework Production
          8. Assembly Scrap
        8. Manufacturing Scheduling
          1. Configuring Oracle Manufacturing Scheduling
          2. Execution Options
          3. Scheduler Workbench
        9. Resource Management
          1. Auto-Charging Resources
          2. Resource Transactions
          3. Open Resource Transaction Interface
          4. Outside Processing Charges
        10. Oracle Shop Floor Management System
          1. Configuring OSFM
          2. Lot Transactions
        11. Completions
          1. Completing Discrete Jobs
          2. Completing Repetitive Schedules
          3. Work Order-less Completions
        12. Closing and Purging Jobs and Schedules
          1. Closing Discrete Jobs
          2. Purging Jobs and Schedules
        13. WIP Costing
          1. Standard Costing in WIP
          2. Average Costing in WIP
          3. Flow Manufacturing Costing
          4. OSFM Costing
          5. Cost Transfers
        14. Summary
      5. 17 Outbound Logistics
        1. Oracle Shipping Overview
          1. Terminology
          2. Shipping Activities
        2. Configuring Oracle Shipping
          1. Shipping Parameters
          2. Rules
          3. Freight Information
          4. Documents
          5. Transportation Calendars
          6. Shipping Exceptions
          7. Containers and Item Relationships
        3. Pick Release
          1. Online Pick Release
          2. Concurrent Pick Release
          3. Release Through the Shipping Transactions Form
          4. Move Orders
          5. Order Cancellations
        4. Shipping Transactions
        5. Query Manager
          1. Data Manager
          2. Shipping Entities
          3. Shipping Actions
        6. Summary
  13. PART V Support Functions
    1. 18 Costing
      1. Setting Up Costing
        1. Costing Organizations and Children Organizations
        2. Item Attributes for Costing
        3. Structure of Item Costs
      2. Defining and Viewing Item Costs and Transaction Values
        1. Defining Item Costs
        2. Viewing Item Costs
        3. Mass Editing Costing Information
        4. Copying Costs
        5. Accounting for Value Movements
        6. Viewing Transaction Costs
        7. Processing Costs
      3. Costing Methods
        1. Standard Costing
        2. Average Costing
        3. Cost Layering Methods
        4. Periodic Costing
      4. Period Close
      5. Summary
    2. 19 Quality Management
      1. Collection Elements
        1. Collection-Element Types
        2. Defining Collection Elements
        3. Collection-Element Values
        4. Collection-Element Specification Limits
        5. Quality Actions
        6. Collection-Element Actions
        7. Collection-Element Alert Actions
        8. Launch a Workflow Action
        9. Associating Output Variables with Actions
      2. Specifications
        1. Specification Types
        2. Defining Specifications
      3. Collection Plans
        1. Collection-Plan Elements
        2. User-Defined Formulas Using Assign a Value Actions
        3. Associating Collection Plans with Transactions
      4. Collecting Data
        1. Direct Data Collection
        2. Data Collection During Transactions
        3. Collection Import
        4. Mobile Quality Applications
      5. Analysis Tools
        1. Copying Settings
        2. Pareto Charts
        3. Histograms
        4. Trend Charts
        5. Control Charts
        6. Descriptive Statistics
      6. Statistical Process Control (SPC)
      7. Process Capability Studies
        1. Cp
        2. Cpk
        3. Conducting a Process Capability Study
      8. Summary
    3. 20 Pricing
      1. Defining Price Lists
        1. Price List Lines
        2. Administering Price Lists
        3. Price Qualifiers—Setting Up Rules of Eligibility
        4. Qualifier Groups
      2. Modifiers
        1. Modifier Summary Information
        2. Combining Discounts
        3. Defining the Subject of the Modifier
        4. Discount and Charges
        5. Defining Other Types of Discounts and Sales Incentives
        6. Formula-based Pricing
        7. Agreements
      3. Overview of the Pricing Flow
      4. Extending Oracle Pricing
        1. Setting Up Qualifiers
        2. Setting Up New Pricing Attributes
        3. Defaulting Rules in Pricing
      5. Brief Technical Overview
        1. Specification of the Calculate Price API
        2. Main Tables
      6. Summary
  14. PART VI Business Intelligence
    1. 21 Business Intelligence for Manufacturing and Supply Chain
      1. Business Intelligence Technologies
        1. Personal Home Page and Oracle Portal
        2. Balanced Scorecard
        3. Activity-based Costing and Management
        4. Performance Management Framework (PMF)
        5. Performance Management Viewer (PMV)
        6. Discoverer Worksheets and End User Layer (EUL)
        7. Business Views and View Generator
        8. Enterprise Data Warehouse
      2. Business Intelligence Applications
        1. Supply Chain Intelligence
        2. Manufacturing Intelligence
        3. Purchasing Intelligence
      3. Summary
    2. 22 Case Study: Neptune Corporation
      1. Design and Manufacturing Engineering
        1. Enterprise Structure
        2. Managing Items, Bills, and Routings
        3. Design Engineering
        4. Assemble-to-Order and Pick-to-Order Products
        5. Manufacturing Engineering
      2. Supply Chain Planning
        1. Demand Planning
        2. Advanced Supply Chain Planning
      3. Supply Chain Execution
        1. Order Management
        2. Supply Base and Procurement Management
        3. Inbound Logistics
        4. Inventory and Warehouse Management
        5. Manufacturing Execution
        6. Outbound Logistics
      4. Support Functions
        1. Cost Management
        2. Quality Management
        3. Pricing
      5. Business Intelligence
      6. Summary
  15. Index