bills of material user's guide

8/19/2019 Bills of Material User's Guide

1/116

ContentsSetting Up................................................................................................................ 1

Related Product Steps........................................................................................1

Setup Steps.......................................................................................................... 1

Defning Bills o Material Parameters..............................................................8

Creating Alternates...........................................................................................11

Creating Custom Deletion Statements and Constraints.............................12

Creating a Department Class...........................................................................15

Defning a Department.....................................................................................15

Assigning Resources to a Department...........................................................17

Defning a Resource..........................................................................................26

Defning Resource Setup Inormation............................................................33

Using the Workda Calendar............................................................................37

Repeating Workda Patterns........................................................................37

Workda !"ceptions.......................................................................................38

Shits................................................................................................................ 38

#rgani$ations..................................................................................................40

%o create a &orkda e"ception template'..................................................40

%o create a &orkda calendar'.....................................................................41

%o cop a calendar or shits'.........................................................................43

%o create a &orkda pattern'........................................................................44

%o create shits and shit times'..................................................................44

%o select &orkda or shit e"ceptions'........................................................44

%o load e"isting &orkda or shit e"ceptions'...........................................45

%o re(ie& the calendar'.................................................................................46


2/116

%o )uild the &orkda calendar'....................................................................46

%o import )ills and routings'.........................................................................46

Defning *ookups...............................................................................................47

%o defne lookups'...........................................................................................47

Assigning +ie&,onl Pri(ileges to -orms.......................................................48

Bills o Material Profle #ptions.......................................................................50

Profle #ption Settings..................................................................................51

Profle #ption Descriptions...........................................................................52

Su)scri)ing to Bills o Material Business !(ents.........................................55

Business !(ent !"amples..............................................................................55

#(er(ie& o Bills o Material............................................................................56

Bill o Material %pes......................................................................................56

Phantoms......................................................................................................... 57

Primar and Alternate Bills o Material......................................................58

Item and Routing Re(isions..........................................................................59

Components.....................................................................................................60

Access Control ) Item %pe.........................................................................61

Creating a Bill o Material................................................................................63

Coping Bill and Routing Inormation............................................................73

Bills o Material #nl......................................................................................73

Routings #nl.................................................................................................. 73

%o cop )ill or routing inormation'.............................................................74

Reerencing Common Bills and Routings.......................................................75

Common Bills o Material..............................................................................75

Common Routings...........................................................................................76

%o reerence a common )ill'..........................................................................76


3/116

%o identi the common )ill used'................................................................78

%o reerence a common routing'..................................................................79

Assigning Descripti(e !lements......................................................................80

Creating Reerence Designators.....................................................................80

Assigning Su)stitute Components..................................................................81

Defning Item Re(isions....................................................................................82

Defning Bill or Routing #peration Documents.............................................82

Attaching -iles................................................................................................... 83

Checking or Bill *oops.....................................................................................83

Modiing Components and Bills.....................................................................84

Prere.uisites................................................................................................... 84

Mass Changing Bills o Material......................................................................84

See Also............................................................................................................88

+ie&ing an Indented Bill o Material..............................................................89

Comparing Bills o Material..............................................................................91

+ie&ing Item Usage...........................................................................................93

Bills o Material -ield Reerence.....................................................................95

Item and #peration Se.uence -ields..........................................................95

!/ecti(e Date -ields......................................................................................96

0ield -ield........................................................................................................ 97

Planning Percent -ield...................................................................................97

!norce Integer Re.uirements.....................................................................98

!"tended 1uantit -ield................................................................................98

Suppl Su)in(entor and *ocator -ields....................................................98

Mutuall !"clusi(e and #ptional -ields......................................................99

Check A%P 2A(aila)le %o Promise3 -ield......................................................99


4/116

Minimum and Ma"imum 1uantit -ields....................................................99

Sales #rder Basis -ield................................................................................100

Shipping Details -ields................................................................................100

Bill 4 Component +alidation Rules.................................................................101

Creating a Product -amil..............................................................................104

Setting Up

This chapter provides information on setting up Orace !is of "ateria.

This chapter covers the foo#ing topics$

• %eated &roduct 'teps • 'etup 'teps

• (e)ning !is of "ateria &arameters

• *reating +ternates

• *reating *ustom (eetion 'tatements and *onstraints

• *reating a (epartment *ass

• (e)ning a (epartment

• +ssigning %esources to a (epartment

• (e)ning a %esource

• (e)ning %esource 'etup ,nformation

• -sing the or/da *aendar

• (e)ning oo/ups

• +ssigning ie#on &rivieges to orms

• !is of "ateria &ro)e Options

• 'uscriing to !is of "ateria !usiness vents

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511765http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272942http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272943http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272944http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272945http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272946http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272947http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272948http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272949http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T330070http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511766http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511781http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T434864http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511809http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T462630http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511765http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272942http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272943http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272944http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272945http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272946http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272947http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272948http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T272949http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T330070http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511766http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511781http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T434864http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T511809http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#T462630


5/116

Related Product Steps

The foo#ing steps ma need to e performed to impement Orace !is of"ateria. These steps are discussed in detai in the Overvie# of 'etting -psections of other Orace product users guides.

• &erforming sstem#ide setup tas/s such as con)guring concurrentmanagers and printers

• "anaging data securit #hich incudes setting up responsiiities toao# access to a speci)c set of usiness data and compete a speci)cset of transactions and assigning individua users to one or more ofthese responsiiities

• 'etting up Orace or/o#

• (e)ning items in Orace ,nventor. 'ee$ (e)ning ,tems Oracle

Inventory User's Guide.

Setup Steps

'ome of the steps isted are %e:uired and some are Optiona. ;ou need toperform Optiona steps on if ou pan to use the reated feature orcompete certain usiness functions.

hie ou can set up Orace !is of "ateria in man diation ?%organi>ation or other operating unit under "utipe Organi>ations.

56 Set Profle #ptions 2Re.uired3

&ro)e options specif ho# Orace !is of "ateria contros access toand processes data. ,n genera pro)e options can e set at one ormore of the foo#ing eves$ site appication responsiiit and user.

Orace !is of "ateria users use the &ersona &ro)e aues form to setpro)e options on at the user eve. 'stem administrators use the'stem &ro)e aues form to set pro)e options at the site appicationresponsiiit and user eves. 'ee$ Orace !is of "ateria &ro)eOptions.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#r_profilehttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#r_profilehttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#r_profilehttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#r_profile


6/116

Conte"t' &erform this step once for each entit that is organi>ationoperating unit usiness group or ega entit.

76 Defne !"ception %emplates 2#ptional3

;ou can de)ne our o#n e=ception tempates. hen ou assign ane=ception tempate to our #or/da caendar ou can assign #or/dae=ceptions to account for pant #or/da di


7/116


8/116

(e)ne resource setup information to create a performance mode formachines and resources that incudes time needed to change from onesetup to another.

Conte"t' &erform this step once per organi>ation.

'ee$ (e)ning %esource 'etup ,nformation.

>6 Defne Resource ?roups 2#ptional3

;ou can group department resources resource group to faciitate iof resource generation and capacit panning in Orace *apacit.

Conte"t' &erform this step once per instaation.

'ee$ (e)ning a %esource.

5@6 Defne Competencies or Resources

;ou can de)ne competencies for resources #hie assigning empoeesto the resources. The competenc s/i eves and :uai)cation mustmatch the re:uirements for the resource. ;ou can on add thoseresources that meet the re:uirements to the resource instance. Thes/i de)nition of the resource cannot e changed if there are empoeeinstances assigned to the resource.

ote' ,f ou #ant to change the s/is for the resource then deete a

empoee instances for the resource and then change the s/is.

556 Defne Competencies or Routings

(e)ne the competencies re:uired for oth standard and nonstandardoperations and update competencies as re:uired.

576 Defne Competencies or Standard #perations

;ou can de)ne the competencies of the resource to perform theoperation.

586 Defne Simulation Sets 2#ptional3

;ou can group deviations to avaiae resource capacit for resourceshifts and use each set in shop oor scheduing and capacit panning.


http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#ressetuphttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_reshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#ressetuphttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_res


9/116


596 Defne *ocations 2#ptional3

;ou de)ne deiver ocations for departments #ith outside processing

resources.



5:6 Defne Departments 2#ptional3

;ou can de)ne departments as areas #ithin our organi>ation #hereou perform #or/ and@or coect costs.


'ee$ (e)ning a (epartment.

5;6 Assign Resources and Resource Shits to Departments2#ptional3

;ou can assign resources to a department and then assign shifts tothose resources. ;ou can group department resources resourcegroup and assign a simuation set #ith capacit modi)cations for eachresource shift.

Deault' ,f ou s/ip this step Aenter value hereB #i e used as thedefaut vaue.

Conte"t' &erform this step once per organi>ationa department.

'ee$ +ssigning %esources to a (epartment.

5


10/116

5=6 Associate #(erheads &ith Departments 2#ptional3

;ou can assign overhead rates or amounts to our department costtpe and department. The cost roup uses the assigned asis tpe toaocate the overhead charge. The cost roup assigns the activit to

the cacuated overhead cost. ;ou can de)ne pending rates and use thecost roup@update process to change the pending rates to ro>enoverhead rates.

Conte"t' &erform this step once per organi>ationa department.

'ee$ (e)ning a (epartment.

5>6 Defne Alternates 2#ptional3

;ou can de)ne an numer of aternate names that ou use #hen ou

create aternate is of materia and routings. ;ou use aternate isand routings to produce an identica product using a di


11/116

;ou can de)ne mass change order tpes using our o#n terminoogto descrie mass changes to our manufacturing is of materia.

Deault' ,f ou s/ip this step Orace shipped change order tpes #ie used as the defaut vaue.


'ee$ "ass *hanging !is of "ateria.

786 Defne Delete Statements and Constraints 2#ptional3

Orace !is of "ateria provides a ist of rues to determine if an itemi of materia or routing can e deeted and a ist of deeteinstructions. ach rue insures data integrit across a Orace"anufacturing appications. ;ou can add to this ist #ith our o#n

usiness rues to further restrict the entities that can e deeted. ;ou#rite each of our deete constraints as a 'C seect statement thateither prevents or ets a user deete an item i or routing. Once thedeete constraint seects the data to e deeted the deete statementprovides the 'C deete statement used to deete the seected data.

Deault' ,f ou s/ip this step Orace shipped deete constraints andstatements #i e used as the defaut vaues.


'ee$ *reating *ustom (eetion 'tatements and *onstraints.

796 Defne *ookups 2#ptional3

Orace +ppications provides a consoidated method across aappications for de)ning codes. !is of "ateria codes ou can de)neincude$

o !onus *odeso 'crap *odes

o %esource (o#n *odes

o %esource *apacit *hange %easons


'ee$ (e)ning oo/ups.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275774.htm#t_bmasshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_bdelconhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#bomlookuphttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275774.htm#t_bmasshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_bdelconhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#bomlookup


12/116

7:6 Assign +ie&,onl Pri(ileges to -orms 2#ptional3

The sstem administrator can assign vie#on privieges to certainforms user. or e=ampe most users do not need the aiit tode)ne or update department information. The sstem administrator

can restrict a ut the user #ho maintains department informationfrom adding or updating departments #hie sti enaing everone tovie# the (epartments #indo#.

Conte"t' &erform this step once per responsiiit.

'ee$ +ssigning ie#on &rivieges to orms.

Defning Bills o Material Parameters

-se i of materia parameters to de)ne modes of operation and defaut

vaues for an organi>ation that aation in #hich ou use isor routings. D!i parameters are speci)c to and must e de)ned for eachorgani>ation.E (oing so ensures access to resource outside processing andoverhead cost information for certain cost management functions.

%o defne )ill o material parameters

1. Favigate to the &arameters #indo#.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#viewonlyhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#viewonly


13/116

2. nter the ma=imum i eves to e=pode. The ma=imum is 60.

-or confgurations onl

+ )eds in the *on)guration Options o= app on to con)gured items.'ee$ !O" &arameters Oracle Confgure to Order Process Guide for moredetaied information aout each )ed.

3. nter an inactive status.4. nter the numering segment to use #hen creating con)guration item

numers.

5. 'eect an automatic or user de)ned numering method. + uni:uecon)guration item numer is automatica assigned ased on thenumering method ou seect$

Append Sequence$ +ppends a se:uence numer to the item segment

ou entered for the numering segment.

Replace with Sequence$ %epace the item segment ou entered in thenumering segment #ith a se:uence numer.

Replace with Order !ine "u#$er $ %epace the item segment ouentered for numering segment #ith the saes order and ine numer.


14/116

User %efned$ +o#s ou to de)ne a numering scheme that meetsour usiness needs.

6. 'eect one of the foo#ing in the *reate o#er eve 'upp )ed$o Fo Ddefaut vaueE

The sstem creates supp on for the top eve asseme toorder D+TOE item or con)guration.

o +uto *reated *on)guration ,tems On

*reates supp for an o#er eve con)guration generatedecause of the speci)c saes order con)guration.

ote' This option does not create supp for an o#er evecon)guration that #as matched to a precon)gured item.

o +uto *reated *on)guration ,tems and +TO ,tems

*reates o#er eve supp for a +TO items precon)gured itemsand autocreated con)gured items.

ote' 'upp is created even for +TO items set up as standardmandator components on the mode i. On use this option ifou do not e=pect to have inventor on hand for our +TO itemsand precon)gured items.

7. This parameter indicates #hether or not the sstem creates supp foro#er eve con)gurations and asseme to order items #henprogressing an order onine in Orace Order "anagement or #henusing the +utocreate +' atch program.

8. *hec/ the *on)g !O" *reation +o#ed o= to ao# the creation ofcon)guration is of materia in the organi>ation.

*hec/ this o= in a organi>ations in #hich ou pan to manufacture orpurchase our con)gurations. -nchec/ the o= in those organi>ations#here a mode !O" e=ists ut a con)guration !O" is not necessar.or e=ampe eave the o= unchec/ed for an Order "anagement

vaidation organi>ation that is not a manufacturing organi>ation.

9. *hec/ the ,ncude "ode@Option *ass ,tems in ead Time %oup o= toincude modes and option casses #hen roing up cumuative eadtimes.

,f ou eave this o= unchec/ed the cumuative ead time cacuationsare not performed for mode or option casses.


15/116

-or all )ills o material

9. ,f ou #oud i/e or/ in &rocess to maintain the individua operationse:uence numers for phantom suassemies and to charge theirresource and overhead costs to the parent or higher eve assem

ou set the foo#ing t#o parameters in Orace !is of "ateria$

Use Phanto# Routings$ 'et this parameter to specif #hether phantomrouting resources and overhead costs Dincuding those for outsideprocessing resources assigned to phantom routing operationsE arecharged to the parent or higher eve assem. 'etting this parameteraso impies department inheritance for resourcesG thus phantomresources can e used departments that the are not o#ned orassigned to as a orro#ed resource. ;ou set the parameter at theinventor organi>ation eve and it then appies to a phantoms #ithina singe inventor organi>ation. These are its t#o vaues$

o &es$ ,f ou seect this vaue phantom routing components andresources and overheads are incuded in the cost of the highereve assem. %outing resource costs are aso incuded incapacit panning.

o "o This is the defaut. This vaue speci)es that on componentsare incuded in the higher assems cost not resources andoverheads.

Inherit Phanto# Op Seq$ 'et this parameter to specif #hetherphantom suassem components inherit the operation se:uence

numer of their parent or higher eve assem or maintain their o#noperation se:uence numer. This parameter is set at the inventororgani>ation eve and appies to a phantoms #ithin a singeinventor organi>ation. The parameter has these t#o vaues$

o &es$ This is the defaut. This vaue speci)es that phantomsuassem components inherit the operation se:uencenumer of their parent or higher eve assemies.

o "o ,f ou seect this vaue phantom suassem componentsmaintain their o#n operation se:uence numers.

Related %opics

Overvie# of *on)gure To Order

!is of "ateria &arameters %eport

Creating Alternates

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275777.htm#c_atoovhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275779.htm#r_rdbprhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275777.htm#c_atoovhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275779.htm#r_rdbpr


16/116

+n aternate i descries an aternate ist of component items that producean assem. +n aternate routing descries an aternate manufacturingprocess that produces an assem.

%o create or update an alternate

1. Favigate to the +ternates #indo#.

2. nter an aphanumeric string to descrie a uni:ue aternate.

3. nter a date that the aternate is inactive on. +s of the inactive dateou can no onger assign the aternate to a i of materia or routing.

Related %opics

&rimar and +ternate !is of "ateria

&rimar and +ternate %outings


17/116

deetion constraints identif the ro#s in a tae that meet certain conditionsfor deetion.

Orace provides seeded deetion statements and constraints #hich ou canvie# using the (eetion 'tatements and (eetion *onstraints #indo#s. ;ou

cannot modif seeded deetion statements and constraints though.

%o create a custom deletion constraint

1. Favigate to the (eetion *onstraints #indo#.

2. nter a name for the deetion constraint.3. ,ndicate #hether the constraint is enaed. +n enaed deetion

constraint means that it is in e


18/116

5. 'eect the name of the product that appies to this deetion constraint.

The &roduct Fame )ed enaes ou to group deetion constraints product.

6. nter the 'C 'eect 'tatement that the deete concurrent program isto e=ecute. ;ou cannot update 'C statements for prede)ned deetionconstraints.

7. ,ndicate #hether to deete if there are ro#s found or no ro#s found the 'C 'eect 'tatement.

8. nter a faiure message from Orace +ppication OHect irarsmessage dictionar to dispa if the deete fais.

%o create a custom delete statement

1. Favigate to the (eetion 'tatements #indo#.

2. nter a name for the deetion statement.

3. ,ndicate #hether the statement is enaed. +n enaed deetionstatement means that it is in e


19/116

The &roduct Fame )ed enaes ou to group deetion statements product.

6. nter the 'C (eete 'tatement that the deete concurrent program isto e=ecute. ;ou cannot update 'C statements for prede)ned deetion

statements.

Related %opics

(eeting ,tems !is %outings *omponents and Operations

(eetion *onstraints and 'tatements

Creating a Department Class

-se department casses to group departments for shop oor scheduing and

contro and to identif manufacturing ces and e=ie machine centers.(epartment casses are used for reporting purposes.

%o create a department class

1. Favigate to the (epartment *asses #indo#.

2. nter te=t that uni:ue descries the department cass. or e=ampeou coud use +''; to group a )na assem departments.

3. *hoose the (epartments utton to dispa the departments assignedto this department cass and the dates #hen these departments can noonger e assigned to routing operations.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275776.htm#t_deletehttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275776.htm#r_bdelconhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275776.htm#t_deletehttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275776.htm#r_bdelcon


20/116

ote' +ssign departments to casses #hen ou de)ne departments.

Related %opics

(e)ning a (epartment

(epartment *asses %eport

Defning a Department

+ department is an area #ithin our organi>ation that consists of one ormore peope machines or suppiers #here ou #ant to coect costs appoverhead and compare oad to capacit. ;ou assign a department to eachoperation in a routing and assign resources that are avaiae for thatdepartment.

hen ou de)ne a department ou specif an department overhead costsand the resources that are avaiae. ;ou can enter mutipe resources foreach department. or each resource ou can specif the shifts that theresource is avaiae. or each resource shift ou can aso specif capacitmodi)cations that change the avaiae hours per da units per da or#or/das.

%o defne a department

1. Favigate to the (epartments #indo#.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_depthttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275779.htm#r_rdodchttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_depthttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275779.htm#r_rdodc


21/116

2. nter a name for the department uni:ue for the organi>ation.3. Optiona enter a department cass. 'ee$ *reating a (epartment

*ass.

4. nter a ocation for the department.

5. nter a proHect e=penditure organi>ation.

6. Optiona enter an inactive date on #hich ou can no onger assignthis department to routing operations.

7. nter the 'crap +ccount in order to charge the departments that havescrapped materia. This )ed is dispaed for 'hop oor "anagementenaed organi>ations.

8. nter the stimated +sorption +ccount to estimate the e=pectedscrapped materia. This )ed is dispaed for 'hop oor "anagementenaed organi>ations that have enaed estimated scrap accounting.'ee$ (e)ning &arameters Oracle Shop (loor )anage#ent User'sGuide.

9. *hoose the %ates utton to vie# the overhead rates for thedepartment.

10. *hoose the %esources utton to assign and update resources tothe department.

ote' ,f ou have Orace arehouse "anagement instaed the(epartments form is used to group resources that ma e needed

together to perform tas/s. or e=ampe a #arehouse ma de)ne arefrigerated pic/ing department #hich has a the machine andmanua resources associated to it that are re:uired to perform arefrigerated pic/ing tas/. + #arehouse can aso use a pic/ingdepartment or a generic tas/ department #ith a resources associatedthat are used for #arehouse tas/ management. 'ee$ 'et -p(epartments Oracle *arehouse )anage#ent I#ple#entation Guide.

Related %opics

+ssigning %esources to a (epartment

(epartment %eport

Assigning Resources to a Department

%o assign resources to a department

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_deptclhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_deptclhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_assreshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275779.htm#r_rdodphttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_deptclhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_deptclhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_assreshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275779.htm#r_rdodp


22/116

1. Favigate to the %esources #indo#. ;ou can do this choosing the%esources utton from the (epartments #indo#.

The %esources #indo# is spit into o#ned and orro#ed resources.

2. nter the resource to assign to the current department.3. Optiona for o#ned resources indicate #hether the resource is

avaiae 24 hours a da. ;ou cannot assign shifts to a resource that is

avaiae 24 hours a da.4. s

or o#ned resources indicate #hether this department can hare theresource and capacit #ith other departments.

5. or orro#ed resources enter the o#ning department.


23/116

6. nter the numer of capacit units Dresource unitsE avaiae for thisdepartment for e=ampe the numer of machines for a machineresource.

ach resource can e assigned to an numer of departmentsG mutipe

resources can e assigned to each department.

7. Optiona seect the *hec/ *T& chec/ o=. The *hec/ *T& chec/ o=tes the sstem to use this resource in a *apae to &romise D*T&Echec/. 'ee$ *apae to &romise Oracle )aster Scheduling+)RP andOracle Supply Chain Planning User's Guide.

8. Optiona enter a resource group for the resource in this department.

9. Optiona choose the ,nstances utton to indicate if the departmentresource shoud e schedued to the instance eve Dspeci)c empoeename or piece of e:uipmentE. 'ee$ (e)ning a %esource.

Caution' ;ou can on schedue machine tpe resources instancenot aor tpe resources.

10. nter an e=penditure tpe for the resource.11. or o#ned resources that are not avaiae 24 hours choose the

'hifts utton to assign and update shift information for the resource.'ee$ To assign shift information for the resource.

%o plan or resources assigned to a department

,f ou are using Orace *apacit or Orace +dvanced 'upp *hain &anningto ensure that ou have suIcient capacit to meet our productionre:uirements then enter resource avaiaiit information in the &anningta. + )eds in this ta are optiona.

12. nter an e=ception set. The e=ception sets that ou assign hepidentif capacit proems. 'ee$ =ception 'ets Oracle AdvancedSupply Chain Planning I#ple#entation and User,s Guide.

13. 'eect an +T& rue from the ist of vaues. 'ee$ unctiona 'etupfor +T& !ased on *oected (ata Oracle Glo$al Order Pro#isingI#ple#entation and User's Guide.

14. nter the utii>ation and eIcienc percentage for the resource.-se these vaues to cacuate the avaiae hours for a resource. 'ee$%esource Icienc and -tii>ation Oracle Advanced Supply ChainPlanning I#ple#entation and User,s Guide-

15. nter the se:uencing #indo# Din dasE to consider #henoptimi>ing the se:uence of Hos running on a resource #ith se:uence

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_reshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#rshifthttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#t_reshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#rshift


24/116

dependent setups. 'ee$ 'e:uence (ependent 'teps Oracle AdvancedSupply Chain Planning I#ple#entation and User's Guide.

%o defne a resource instance

;ou can optiona de)ne each resource instance Dspeci)c empoee name orpiece of e:uipmentE eigie for use.

,f the resource is a person resource on certain peope ma e :uai)ed toact as the resource. or e=ampe on certain peope are trained to operate adri press. !efore ou can specif person resource instances ou mustperform the foo#ing tas/s$

• Optiona de)ne the person resource s/is needed in the %esources#indo# '/is region Dsee$ (e)ning a %esourceE.

• 'pecif the empoees that have the necessar s/is for the resource

Dsee$ To group empoees resourceE.

,f the resource is an e:uipment resource on certain serianumerede:uipment items are usae as the resource. !efore ou can specife:uipment resource instances ou must perform the foo#ing tas/s$

• *reate an e:uipment item seecting the :uipment attriute in theOrgani>ation ,tem #indo# &hsica +ttriutes ta Dsee$ (e)ning,tems Oracle Inventory User's GuideE.

• 'et up seria numer contro for the e:uipment item Dsee$ 'etting -p'eria Fumer *ontro Oracle Inventory User's GuideE.

• (e)ne the e:uipment item as an e:uipment tpe for the resource Dsee$ To group simiar tpes of e:uipment resourceE.

1. ind the resources assigned to a department navigating to the(epartments #indo# then choosing %esources.

2. 'eect a resource then choose ,nstances.

The ,nstances #indo# contains di


25/116

4. ,f ou seect a person resource enter the empoee numer of theperson that acts as the resource.


26/116

5. 'ave our #or/.

Important' The numer of resource instances must match the numerof units speci)ed in the %esources #indo#.

%o assign shit inormation or the resource

1. Favigate to the 'hifts #indo#. (o this choosing the 'hifts utton

from the %esources #indo#.2. nter a shift numer to assign to the resource.

The shifts avaiae to assign to the resource are those assigned to the#or/da caendar assigned to the organi>ation.

3. *hoose the *apacit *hanges utton to de)ne capacit changes for ashift.


27/116

%o defne capacit changes

*apacit modi)cations can add or deete a da or add or reduce capacit fora shift.

1. Favigate to the *apacit *hanges #indo#. (o this choosing the*apacit *hanges utton from the 'hifts #indo#.2. nter or seect a simuation set for the capacit change. -se simuation

sets for capacit re:uirements panning in Orace *apacit. 'ee$*reating 'imuation 'ets Oracle Capacity User's Guide.

3. 'eect the action to ta/e for the department resource$

Add +dds a #or/da and capacit changes.

%elete (eetes a #or/da for this department resource.

Add or Reduce Capacity +dd or reduce capacit for a resource shift. The capacit change can fa outside a shift time so ou can add timeto a shift. To reduce capacit enter negative numers.

4. nter the numer of resource units to increase or decrease capacit DifappicaeE. "a/e sure to use a negative numer if ou are reducingcapacit.

5. nter an e


28/116

7. %evie# the %esource ,nstance *hange region for information on thespeci)c e:uipment capacit changes.

Detail %a)

These )eds identif the resource instances impacted the capacitchange.

Source %a)

This ta provides detaied information Dthe do#ntime sourceorgani>ation #or/ order and operationE aout resource do#ntime dueto schedued maintenance at the resource instance eve.


29/116

or the resource do#ntime information to appear in the 'ource taou must e=ecute the oad &roduction :uipment "aintenance(o#ntime process. 'ee$ &roduction :uipment (o#ntime Oracle.nterprise Asset )anage#ent User's Guide.

%o defne the resource tolerance

'ituations arise #here an e=cess oad needs to e paced on a resource. -sethe Toerance ences #indo# to de)ne the acceptae e=cess oad DtoerancepercentageE for each resource ased on the numer of das in advance ofthe need.

1. Favigate to the Toerance ences #indo# choosing Toerance encesfrom the %esources #indo#.

2. nter the numer of das in advance of the resource need.3. nter the acceptae e=cess oad Dtoerance percentageE for the

resource given the numer of das in advance of the manufacturingcapacit need.

4. ,f the toerance percentage changes as the numer of das in advancechanges then enter as man cominations of das in advance andtoerance percentage as needed.

5. 'ave our #or/.


30/116

Related %opics

*ost "anagement &ro)e Options and 'ecurit unctions Oracle Cost)anage#ent User's Guide

Defning a Resource

-se resources to de)ne the time an assem spends at an operation andthe cost ou incur at the operation. + resource is anthing ou re:uire toperform schedue or cost incuding ut not imited to$ empoeesmachines outside processing services and phsica space. + resource andusage rate for a schedued activities is re:uired in a routing. 'cheduedresources can incude :ueue setup run and move time.

hen ou de)ne our departments ou assign the resources avaiae ineach department and the shifts that each resource is avaiae. or each

operation ou de)ne ou specif a department and ist of resources andusages. +n operation can use an resource that is avaiae in thedepartment ut ou do not need to use a resources assigned to thedepartment.

,f ou have Orace "anufacturing instaed ou can use %esource atching.%esource atching enaes ou to use resources across mutipe Hos. !using a singe resource to process mutipe Hos simutaneous ou canprevent a resource from eing underutii>ed. or/ schedued using resourceatching is characteri>ed e:uivaent #or/ performed #ith the samemanufacturing processes. 'ee$ 'etting -p !atch %esources Oracle Advanced

Supply Chain Planning I#ple#entation and User,s Guide.

Prere.uisites

• !efore ou can de)ne resources set up our units of measure and unitof measure conversion rates. 'ome resources ma represent currencsuch as a )=ed charge resource ut currenc resources cannot eschedued since their unit of measure is not timeased.

• 'et the site eve pro)e option !O"$ ?our -O" to hod the unit ofmeasure that represents an hour. Orace or/ in &rocess prevents oufrom scheduing resources #hose unit of measure is not in the same

unit of measure cass as the hour unit or measure and has noconversions de)ned to the hour unit or measure.

%o defne a resource

1. Favigate to the %esources #indo#.


31/116

2. nter a resource name uni:ue to the organi>ation to descrie theresource. or e=ampe ou coud assign +'1 to signif assemergrade 1 or for #eder.

3. Optiona enter an inactive date after #hich ou can no onger assignthis resource.

4. 'eect a resource tpe$ +mount *urrenc Dthe set of oo/s currenc asde)ned in Orace Jenera edgerE "achine "isceaneous &erson or

phsica 'pace.

5. nter a unit of measure D-O"E that descries ho# ou measure theresource. D;ou can update this if the !O"$ -pdate %esource -O"pro)e option is set to ;es.E

ote' This )ed is protected from changes if this resource is used foran operation #ith the 'chedued )ed set to ;es and if ou have


32/116

previous set it as a timeased -O". 'ee$ To assign a resource to arouting operation.

6. 'eect a charge tpe. hen an operation is competed Orace or/ in&rocess records the units appied to the Ho or repetitive schedue in

the resource unit of measure for a resources ou charge manua orautomatica. 'ee$ *harge Tpes.7. 'eect a asis tpe #hich to charge and schedue the resource.

Ite# *harge and schedue the resource #here the resource usage:uantit is the amount re:uired per assem unit ou ma/e.

!ot *harge and schedue the resource #here the resource usage:uantit is the amount re:uired per Ho or schedue.

8. 'eect an e=penditure tpe for this resource.

,f the Pro/ect Cost Collection .na$led parameter is set in theOrgani>ation &arameters #indo# ou must associate the resource #ithan e=penditure tpe. 'ee$ Organi>ation &arameters indo# OracleInventory User's Guide and +ssigning &roHect &arameters OraclePro/ect )anu0acturing User's Guide.

;ou can on seect e=penditure tpes that eong to the or/ in&rocess e=penditure tpe cass. =penditure tpes are de)ned inOrace &roHects. 'ee$ =penditure Tpes (e)ning =penditure Tpesand =penditure Tpe *asses in the Oracle Pro/ects I#ple#entation

Guide.

9. Optiona enter the supp suinventor if the resource is a machine.

The sstem uses the supp suinventor speci)ed for the resource ifthe routing does not specif a supp suinventor.

10. Optiona enter the supp ocator if the resource is a machine.

The sstem uses the supp ocator speci)ed for the resource if therouting does not specif a supp ocator.

11. ,ndicate #hether to enae the outside processing resource andif so enter its item numer.

Important' ,f ou specif &O "ove or &O %eceipt Orace &urchasinguses this item #hen it creates re:uisitions for our outside processingresource. 'ee$ Overvie# of 'hop oor *ontro Oracle *or1 in Process

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_ropreshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_ropreshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#r_rchgtyphttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_ropreshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_ropreshttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#r_rchgtyp


33/116

User's Guide and Outside &rocessing Oracle *or1 in Process User'sGuide.

12. ,f this resource services re:uests for maintaining assets ou canoptiona enter the iae item in the !iing region ,tem )ed.

Orace nterprise +sset "anagement De+"E can use Orace !is of"ateria resources to service re:uests for asset maintenance.,dentifing the iae item for the resource enaes e+" to determinethe cost of #or/ performed the resource for the item. 'ee$ ie#ing*ost ,nformation Oracle .nterprise Asset )anage#ent User's Guide.

13. nae the *osted chec/ o= to coect and assign costs to thisresource and if so optiona enter an activit for the resource.

;ou cannot vie# costing information if the &riviege To ie# *ost

,nformation function is e=cuded from the responsiiit. ;ou cannotupdate costing information if in addition the &riviege To "aintain *ost,nformation function is e=cuded.

;ou can use activities to group resource charges for cost reportingpurposes. 'ee$ (e)ning +ctivities and +ctivit *osts in Oracle Cost)anage#ent User's Guide.

14. ,f the resource is costed indicate #hether to charge Hos andrepetitive schedues ased on a standard rate ou de)ne.

Or disae 'tandard %ate to enter a rate to charge the resource inor/ in &rocess for an interna resource or derive the rate from thepurchase order for an outside processing resource. or outsideprocessing resources if ou charge a Ho or repetitive schedue at thestandard rate a purchase price variance is computed and posted tothe rate variance account. ,f ou charge for a other resources if oucharge a Ho or repetitive schedue at the actua rate a resource ratevariance is computed and posted to the rate variance account.

15. ,f this resource is costed enter an asorption account Dgeneraedger accountE used to o


34/116

Important' or outside processing resources do not change thedefaut receiving vauation account. hen ou receive an outsideprocessing purchase order Orace &urchasing credits the inventor +&accrua account and deits the receiving vauation account. !is of"ateria then deits the #or/ in process outside processing account

and credits the receiving vauation account. ,f ou change the aovedefaut account our receiving vauation account #i have an incorrectaance.

16. ,f this is a person tpe resource enter the s/i necessar for aparticuar person to act as this resource. (e)ne the s/i needed seecting from the foo#ing )eds ists of vaues$

o *ompetence

o '/i eve

o Cuai)cation

'ee$ *reating a *ompetenc &ro)e 2alent )anage#ent *or10orceSourcing %eploy#ent and 2alent )anage#ent Guide 3US4 for moreinformation on competence s/i eve and :uai)cation.

'ee$ To group empoees resource to seect empoees that meetthe s/i re:uirements.

17. ,f this resource is costed enter a variance account Dgeneraedger accountE to accumuate resource rate variances for a Ho orrepetitive schedue. or outside processing resources this is thepurchase price variance account.

18. ,f ou have Orace "anufacturing instaed ou can use %esourceatching. To enae resource atching seect the !atchae chec/ o=in the !atchae region. This enaes the other atch )eds. 'ee$'etting -p !atch %esources Oracle Advanced Supply Chain PlanningI#ple#entation and User,s Guide.

ote' The !atchae region is disaed #hen the !asis )ed is set to,tem.

19. nter the ma=imum numer units to e atched in the "a=imum!atch *apacit )ed.

20. nter the minimum numer of units to e atched in the"inimum !atch *apacit )ed

21. 'eect the unit of measure for the atch capacit from the ist ofvaues avaiae in the !atch *apacit -O" )ed.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#employhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#employ


35/116

22. nter the time vaue for the atching process in the !atchingindo# )ed.

23. 'eect the time unit of measure avaiae in the -O" )ed.

ote' The -O" ist of vaues on appears if ou enter Time in the!O"$ Time -nit of "easure *ass pro)e option -ser aue )ed. 'ee$!is of "ateria &ro)e Options.

%o defne cost tpe and resource rate associations

1. Favigate to the %esource *osts #indo#. (o this choosing the %atesutton from the %esources #indo#.

ote' ;ou cannot vie# costing information if the &riviege To ie# *ost,nformation function is e=cuded. ;ou cannot update costing

information if in addition the &riviege To "aintain *ost ,nformationfunction is e=cuded.

2. nter or seect a cost tpe to associate #ith each resource overheadrate.

3. nter the %esource -nit *ost that is the resources current standardcost per -O".

%o associate o(erheads &ith resources

1. Favigate to the %esource Overhead +ssociations #indo#. (o this

choosing the Overheads utton from the %esources #indo#.

ote' ;ou cannot vie# costing information if the &riviege To ie# *ost,nformation function is e=cuded from the responsiiit. ;ou cannotupdate costing information if in addition the &riviege To "aintain *ost,nformation function is e=cuded.

2. nter or seect the cost tpe for the resource.

The +o# -pdates chec/ o= indicates #hether the cost tpe isde)ned as updatae.

3. nter or seect the overhead to associate #ith the resource.

or e=ampe ou coud assign resource cost as doars per hour. ,f ouenter a ne# resource ou can direct enter a fro>en unit cost.?o#ever ou cannot direct update the fro>en unit cost for aprevious entered resource.

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#r_profilehttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#r_profile


36/116

%o group similar tpes o e.uipment ) resource

;ou can de)ne :uipment Tpes to group simiar tpes of resources. ore=ampe ou can de)ne an :uipment Tpe of or/ift.

1. Favigate to the :uipment Tpes #indo#. (o this choosing the:uipment utton from the %esources #indo#. ;ou can choose the:uipment utton if the %esource is a "achine tpe.

2. nter an ,tem Fumer in the :uipment )ed.

3. 'ave our #or/.

ote' ,f ou have arehouse "anagement instaed ou can use the%esources form to de)ne a cass of manua or machine resources. ore=ampe a for/ift machine resource is indicated entering theresource name and description as #e as #hich e:uipment items are

capae of performing paet pic/ing. 'ee$ 'et -p :uipment%esources Oracle *arehouse )anage#ent I#ple#entation Guide.

%o group emploees ) resource

;ou can de)ne the roes #hich represent #hat an empoee can do for are:uired tas/. or e=ampe a roe coud e de)ned as *ce *ounter or a*ase &ic/er. 'ee$ ntering a Fe# &erson D&eope indo#E Oracle 5u#anResources )anage#ent Syste#s *or10orce Sourcing %eploy#ent and2alent )anage#ent Guide 3Glo$al4.

1. Favigate to the mpoees #indo#. (o this choosing the mpoeesutton from the %esources #indo#. ;ou can choose the mpoeesutton if the %esource is a &erson tpe.

2. 'eect an mpoee from the ist of vaues to associate #ith theresource.

,f ou de)ned s/is in the %esources #indo# then on thoseempoees that have the competence s/i eve and :uai)cationre:uired for the resource appear in the ist of vaues.

3. 'ave our #or/.

ote' ,f ou have arehouse "anagement instaed ou can use the%esources form to de)ne empoees :uai)ed for each resource. ore=ampe a ha>ardous materias manua resource is indicated entering the resource name and description as #e as #hichempoees are capae of performing ha>ardous materia tas/s. 'ee$'et -p arehouse mpoee %esources Oracle *arehouse)anage#ent I#ple#entation Guide.


37/116

%o defne a reason or a resource capacit change

;ou can assign a reason for a resource capacit change in the *apacit*hanges #indo# Dsee$ To de)ne capacit changesE seecting the reasonfrom a ist of vaues. (e)ne the reasons for this ist of vaues in the %esource

*apacit *hange %easons #indo#.

The resource capacit change reasons ist of vaues are de)ned as oo/ups.oo/up codes must e decided upon and de)ned during the impementationprocess. or more information aout oo/ups see$ +ppication -tiitiesoo/ups and +ppication OHect irar oo/ups Oracle Applications onlinehelp.

1. Favigate to the %esource *apacit *hange %easons #indo#.2. nter a numeric *ode for the resource capacit change reason. Orace

recommends that ou enter vaues in increments of 10 enaing ou

to easi add codes ater.

3. nter the "eaning of the code for e=ampe !rea/do#n.

4. nter a (escription for the code.

5. Optiona enter a Tag to categori>e oo/up vaues. This )ed is forinformation purposes.

6. The


38/116

Defning Resource Setup Inormation

;ou can create a performance mode for machine and resource setups toincude time from one setup to another incuding the time re:uired toperform the #or/. ,f one of our scheduing oHectives is to se:uence or

group Hos ased on their re:uired setup ou can aso incude a penatfactorKor #eighted vaueKin the scheduing cacuation. 'ee$ &enatactors Oracle )anu0acturing Scheduling User's Guide.

%esources de)ned in the Operation %esources #indo# can have mutipesetup tpes. ;ou can de)ne these setup tpes #ith an identifing user codeor a numerica vaue.

+n t#o setup tpes #ithin a resource can have a transition time and atransition penat #hich means that the scheduer needs the speci)ed timeto transition from the former setup to the atter. +so in doing so a certain

transition penat is incurred. This penat is used to #eigh the reativemerits of doing the setup versus deaing the Ho versus cce time.

The setups for a resource are independent of the department that theresource eongs to.

The setup tpe for a particuar operation resource is de)ned in the Operation%esources #indo#. This data dispas in the %esource %e:uirements #indo#during routing e=posion. 'etup resources and resource instances are one=poded during scheduing.

%o defne machine and resource setup tpes

1. Favigate to the 'etup Tpes #indo#.2. ,n the *ode )ed enter a uni:ue vaue for this setup tpe. Optiona

ou can enter descriptive information in the (escription )ed.

or e=ampe ou ma have di


39/116

3. 'ave our #or/.

%o assign setup times to resources

1. Favigate to the %esources #indo#.2. 'eect our resource.

3. *hoose 'etups.

The 'etups #indo# dispas.


40/116

4. 'eect the setups for #hich ou #ant to de)ne changeovers.

To seect a setup use the arro# utton to move the setup from the+vaiae coumn to the 'eected coumn. -se the doue arro# uttonto move a setups from the +vaiae coumn to the 'eected coumn.

5. 'ave our #or/.6. *hoose *hangeovers to access the *hangeover Times #indo#.


41/116

7. ,n the LromL 'etups ist choose one of the foo#ing uttons to seectthe setup tpes ou #ant to change from.

o 'eect$ -se this utton to seect the setup from the ist ofavaiae setup tpes. The 'eect utton is most usefu if thesetup tpe ist is short ma/ing the setup ou #ant to seect easto )nd. -se the arro# utton to move the setup tpe ou #ant tochange from to the 'eected 'etup Tpes coumn.

o ind$ -se this utton to )nd the setup in a ong ist of avaiaesetup tpes.

8. ,n the LToL 'etups ist use the 'eect or ind utton to seect the setuptpes ou #ant to change to.


42/116

9. ,n the rom and To )eds ist a cominations of changeovers from onesetup tpe to another setup tpe.

Optiona use the %efresh ist of *hangeovers utton to automaticagenerate a ist of a potentia changeover cominations in the rom

and To )eds.

%ip' ,f the changeover duration penat and standard operation froman setup tpe to a particuar setup tpe is the same then seectAanB in the rom setup tpe ist of vaues. or e=ampe changingover from an paint coor to #hite re:uires the same amount of timeand incurs the same penat no matter #hat coor ou are changingfrom. ,n this case enter AanB in the rom )ed and hite in the To)ed.

10. nter the time it #i ta/e to perform the changeover in the

(uration )ed and enter the unit of measure for the duration in the-O" )ed.

11. +ssign a penat to the changeover if there is one.

12. 'eect a 'tandard Operation DoptionaE. 'ee$ *reating a 'tandardOperation.

13. ,f ou need to update man changeovers that have the sameduration unit of measure penat or 'tandard Operation vaues usethe &erform "ass -pdate function.

o 'eect the chec/ o= ne=t to the ro#s ou #ant to update. ,f ou

#ant to update a ro#s seect the )rst chec/ o=. -se the-nseect %ecords #here LromL e:uas LToL o= to unchec/ thosero#s #here the rom and To )ed entries are the same.

o ,n the &erform "ass -pdate )eds enter vaues on in those)eds that ou #ant to update. or e=ampe if ou on #ant toupdate the penat in the chec/ed ro#s then on enter a vauein the &erform "ass -pdate &enat )ed.

o *hoose -pdate.

14. 'ave our #or/.

Using the Workda Calendar

+ #or/da caendar de)nes the vaid #or/ing das for a manufacturingorgani>ation and consists of repeating pattern of das on and das o< ande=ceptions to that pattern. This ao#s ou to for e=ampe designate a

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_rstanophttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_rstanophttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_rstanophttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#t_rstanop


43/116

norma #or/da as a schedued do#ntime da or designate a hoida as a#or/da.

;ou can de)ne one or more #or/da caendars and assign them to annumer of organi>ations and an numer of organi>ations can share a

caendar. ;ou can specif the start and end dates and the #ee/end scheduefor each caendar.

Repeating Workda Patterns

;ou can aso de)ne a series of repeating #or/da patterns for a givencaendar. or e=ampe ou have a repeating t#o#ee/ pattern #here ou#or/ )ve das the )rst #ee/ and three das the second #ee/. Or ou havea repeating pattern of 17 consecutive #or/das foo#ed four das o


44/116

This ao#s ou to de)ne diations in di


45/116

#rgani$ations

or each organi>ation ou specif the caendar to use. + scheduingfunctions use the caendar ou specif. (etaied scheduing uses speci)cresource avaiaiit information department and shift to schedueresources. (namic ead time oations

#or/da caendar and does not consider shift information.

%o create a &orkda e"ception template'

=ception tempates de)ne and group deviations to our #or/da caendarsuch as hoidas do#ntime or schedued maintenance.


46/116

hen de)ning a #or/da caendar specif #hich das Dor shiftsE are on andoation.

1. Favigate to the =ception Tempates #indo#.

2. nter a uni:ue name for the e=ception tempate.

3. nter a date on #hich this tempate ecomes inactive.

4. nter a e=ception dates and indicate #hether each is an on or o<#or/da.

%o create a &orkda calendar'

+ #or/da caendar consists of a start date and end date and on and o<das that foo# one or more de)ned #or/da patterns. + #or/da caendarcan aso incude shift information and e=ception dates such as hoidas orschedued do#n time.

-se a #or/da caendar for forecasting and panning materia re:uirementsuse shift information for Ho scheduing and capacit anasis.

or/da e=ceptions identif deviations to the #or/da caendar. 'hifte=ceptions identif deviations for a shift.


47/116

Important' 'hift e=ceptions ta/e precedence over #or/da e=ceptions. DThisis on reevant if a #or/da e=ception and a shift e=ception overap.E

To assign #or/da e=ceptions to a #or/da caendar or caendar shift eitherseect them intuitive from the *aendar (ates Dor 'hift *aendar (atesE

#indo# or app them from an e=isting tempate caendar or shift.

1. Favigate to the or/da *aendar #indo#.

2. nter a name for the #or/da caendar.3. 'eect a :uarter caendar tpe$

6+6+7 *ee1 Pattern T#o four#ee/ periods foo#ed one )ve#ee/period.

7+6+6 *ee1 Pattern One )ve#ee/ period foo#ed t#o four#ee/periods.

Calendar )onths T#eve periods per ear ased on caendar months.

89 Periods Thirteen four#ee/ periods per ear.

ote' ,f ou use Orace "aster 'cheduing@"%& choose the 4@4@5ee/ &attern or the 5@4@4 ee/ &attern to report "%& informationin #ee/s and months. Other#ise if ou choose the 13 &eriods caendaror *aendar "onths ou can on report "%& information in monthuc/ets.


48/116

4. nter a date range for the #or/da caendar. The defaut end date isfour ears from the start date.

ote' (as on and o< are cacuated ased on the start date and theda of the #ee/. or e=ampe if ou #ant a standard )ve da

#or/#ee/ to start on 01M+F ou must enter the start date as the"onda efore 01M+F Duness 01M+F fas on a "ondaE.

ote' 'et pro)e option !O"$ ee/ and &eriod 'tart (a to determinethe start date. This pro)e option #or/s in conHunction #ith theor/da *aendar. 'ee$ !is of "ateria &ro)e Options.

5. *ontinue creating the #or/da caendar choosing one of thefoo#ing uttons$

*or1day Pattern 'et #or/das on or o


49/116

ote' ,f ou cop caendar information to an e=isting caendar a ne#information is appended to the e=isting caendarG e=isting information inother #ords is retained.

1. Favigate to the *op #indo#. (o this choosing *op from the Toos

menu.2. ,f ou are coping caendar information enter the caendar to copinformation from and indicate if ou #ant none a or speci)c shiftinformation. ,f ou seect a speci)c shift enter the shift numer.

,f ou are coping shift information enter the caendar ou #ant tocop the shift information from and the speci)c shift numer.

%o create a &orkda pattern'

1. Favigate to the or/da &atterns Dor 'hift or/da &atternsE #indo#.

;ou can do this choosing the or/da &attern utton from either theor/da *aendar or 'hifts #indo#.

2. nter a se:uence numer in #hich the #or/da patterns are appied#hen the caendar is uit.

3. nter the numer for consecutive #or/das on and o


50/116

;ou can enter mutipe start and stop times ut the start and stoptimes for a shift cannot overap.

,f ou create a shift #ithout )rst creating a #or/da pattern a defaut#or/da pattern of 5 das on and 2 das o< is created. ;ou can then

update that #or/da pattern.

5. 'ave our #or/.

%o select &orkda or shit e"ceptions'

1. Favigate to the *aendar (ates #indo# Dor 'hift *aendar (ates#indo#E. (o this choosing the (ates utton from the or/da*aendar #indo#.

2. 'eect individua das of the month to togge them on or o


51/116

3. 'ave our #or/.

%o load e"isting &orkda or shit e"ceptions'

1. Favigate to the =ceptions #indo#. (o this choosing the =ception

ist utton from the *aendar (ates #indo#.2. *hooses the oad utton and seect #hether e=isting e=ceptions

shoud e appied from a tempate a caendar or a shift.

,f ou seect Tempate enter a tempate name.

,f ou seect *aendar enter a caendar name.

,f ou seect 'hift enter the caendar name that the shift eongs toand the shift numer.

3. hen )nished choose ON to save our #or/.

%o re(ie& the calendar'

1. Favigate to the *aendar (ates #indo# Dor 'hift *aendar (ates#indo#E. (o this choosing the (ates utton from either theor/da *aendar or 'hifts #indo#s.

%o )uild the &orkda calendar'

Caution' %euiding an e=isting #or/da caendar aations

that reference the same caendar and e=ception tempate. *hanges to our#or/da information impacts our materia pans capacit pans scheduingand an other function in Orace "anufacturing that uses the #or/dacaendar. DThis does not app if ou are uiding a caendar for the )rsttime.E

1. rom the Toos menu choose !uid Dor %euidE.

%o import )ills and routings'

The !i and %outing ,nterface program enaes ou to import i and routinginformation.

,mported is incude revision component sustitute component andreference designator information.

,mported routings incude routing revision operation instruction andresource information. The %outing Open ,nterface program imports net#or/


52/116

routings Dsee$ *reating a %outing Fet#or/ Oracle (low )anu0acturing User'sGuide and *reating a Fet#or/ %outing Oracle Shop:oor )anage#ent User'sGuideE as #e as singe routings.

'ee$ The !is of "ateria OHect ,nterface chapter and ,ntegrating ;our

'stems Oracle )anu0acturing APIs and Open Inter0aces )anual.

1. Favigate to the 'umit %e:uest #indo#.2. ,ndicate #hether to incude a organi>ation codes in the i of materia

and routing interface taes or Hust the current organi>ation.

Important' ,f ou specif Hust the current organi>ation ro#s in theinterface taes that do not have either an organi>ation code or anorgani>ation ,( assigned are ignored.

3. ,ndicate #hether to import routings from the interface taes.

4. ,ndicate #hether to import is of materia from the interface taes.

5. ,ndicate #hether to deete processed ro#s from the i of materia androuting interface taes.

6. ,ndicate #hether to import is of materia and routings for on acertain atch ,(.

%ip' ;ou can segment our import data assigning a atch identi)erto each segment. This enaes ou to rea/ apart arge data sets andprocess them concurrent #hich improves data oading eIcienc.

Related %opics

Organi>ation &arameters indo# Oracle Inventory User's Guide

Defning *ookups

The foo#ing oo/up tpes are accessie from the !is of "ateria menu$

• !onus codes• 'crap codes

• %esource do#n codes

Warning' ,f ou had entered an aphanumeric vaue for a !O"%esource do#n code in the %esource (o#n *odes oo/ups #indo#then ou cannot attach an do#n code to a resource #hie creating theresource from the %esources #indo#.


53/116

• %esource capacit change reasons

Optiona de)ne the oo/ups for each oo/up tpe.

%o defne lookups'

• or information on de)ning oo/ups see$ +ppication -tiities oo/upsand +ppication OHect irar oo/ups Oracle Applications onlinehelp.

Related %opics

To de)ne a reason for a resource capacit change

%esource (o#n *odes Oracle Shop (loor )anage#ent User's Guide

'crap *odes Oracle Shop (loor )anage#ent User's Guide

!onus *odes Oracle Shop (loor )anage#ent User's Guide

To create a standard operation for a 'hop oor "anagement enaedorgani>ation

Assigning +ie&,onl Pri(ileges to -orms

The sstem administrator can choose to e=cude certain responsiiities fromadding or updating information function. ven though the sstem

administrator e=cudes the function from a responsiiits menu theresponsiiit retains vie#on privieges for the function. The functions thatcan e e=cuded are$

• !is of "ateria$ -pdate D!is of "ateria #indo#E• or/da *aendars$ -pdate Dor/da *aendar #indo#E

• (eete *onstraints$ -pdate D(eetion *onstraints #indo#E incuding$

o (eetion 'tatements

•

(eete Jroups$ -pdate D(eetion Jroups #indo#E• =ception Tempates$ -pdate D=ception Tempates #indo#E

• (epartments$ -pdate D(epartments #indo#E

• %esources$ -pdate D%esources #indo#E

• &roduct ami$ -pdate D&roduct amiies #indo#E

http://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#chngrsnhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#osfmophttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#osfmophttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T272933.htm#chngrsnhttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#osfmophttp://docs.oracle.com/cd/E18727_01/doc.121/e13688/T272930T275775.htm#osfmop


54/116

• 'tandard Operations$ -pdate D'tandard Operations #indo#E incuding$

o 'tandard vent

o ine Operations

o 'tandard &rocess

• %outings$ -pdate D%outings #indo#E incuding$

o ngineering o# %outings

o ngineering ot !ased %outings

o ngineering %outings$ Transfer

o ngineering %outings

o o# %outings

o %outings$ (eete

o "aintenance %outings

o ot !ased %outings

o %outings$ eadTimes

%o assign (ie&,onl pri(ileges to orms

1. Favigate to the %esponsiiities #indo#.

ind the responsiiit name for #hich ou #ant to restrict #indo#access.


55/116

2. ,n the "enu =cusions ta Tpe )ed seect unction from the ist ofvaues.

3. 'earch for and seect the name of the function that ou #ant to ma/evie#on.

4. Favigate to the -sers #indo#.

ind the user name to #hich ou #ant to assign the responsiiitcontaining the vie#on functionDsE.


56/116

5. ,n the (irect %esponsiiities ta )nd and seect the responsiiitcontaining the vie#on functionDsE.

6. 'ave our #or/.

ote' hen ou seect the vie#on menu option from theresponsiiit menu the menu option and the #indo# name appear#ith the #ord Lie#L in front of it. or e=ampe if ou made the !is of"ateria$ -pdate function vie#on in the !is of "ateriaresponsiiit then the menu option appears as ie# !is and the#indo# name appears as ie# !is of "ateria.

Related %opics

Overvie# of unction 'ecurit Oracle .;


57/116

(uring impementation ou set a vaue for each user pro)e option to specifho# !is of "ateria contros access to and processes data.

The sstem administrator sets up and maintains pro)e vaues.

Profle #ption Settings

;ou can set or vie# pro)e options in Orace !is of "ateria. The foo#ingtae incudes some pro)e options from other appications that are used Orace !is of "ateria. The second coumn -ser references the user #hiethe ne=t four coumns -ser %esp +pp and 'ite reference the 'stem+dministrator. The ast t#o coumns %e:uired and (efaut aue referencere:uirements.

Profle #ption Settings

Profle #ption User User Resp App Site Re.uired Deault+alue

!O"$ +utomatic%eservations

Optiona ;es

!O"$ *hec/ for (upicate*on)guration

0 0 0 Optiona Fo

!O"$ *omponent ,tem'e:uence ,ncrement

Optiona 10

!O"$ *on)guration ,tem(eimiter

0 0 0 Optiona Fo

!O"$ *on)guration ,tem Tpe

0 0 0 Optiona Fo

!O"$ (as &ast !efore'tarting *uto< of Order"anagement !is

0 0 0 Optiona 0

!O"$ (efaut !i of"ateria eves

Optiona 1

!O"$ (efaut ,& 'uppaues for *omponents

0 0 0 Optiona ;es

!O"$ ?our -O" 0 0 0 Optiona 1

!O"$ ,nherit Option *assOperation 'e:uenceFumer

0 0 0 Optiona Fo


58/116

!O"$ "ode ,tem +ccess Optiona ;es

!O"$ &erform ead Time*acuations

0 0 0 Optiona Fo

!O"$ &anning ,tem +ccess Optiona ;es

!O"$'ave *on)gurator(etais ag

Fot used Dan/E

!O"$ 'tandard ,tem+ccess

Optiona ;es

!O"$ -pdate %esource-O"

0 0 0 Optiona Fo

!O"$ ee/ or &eriod 'tart(a

Optiona "onda

;ou can update the pro)e option.

;ou can vie# the pro)e option vaue ut ou cannot change it.

0 ;ou cannot vie# or change the pro)e option vaue.

Profle #ption Descriptions

B#M' Automatic Reser(ations

,ndicates #hether the sstem #i attempt to automatica reserve e=istingon hand inventor after matching a con)guration. (uring +utocreate*on)guration if a match has een found and this pro)e is set to ;es *TO#i attempt to reserve on hand inventor for an order ine having aschedue date #ithin the O"$ %eservation Time ence. ,f progressing theorder via the #or/o# a message #i dispa #ith detais of the match andreservation performed. ,f ou are using the atch program the og )eprovides detais of the match and reservations performed.

B#M' Check or Duplicate Confguration

,ndicates #hether to search for an e=isting dupicate con)guration ratherthan create a ne# item.

B#M' Component Item Se.uence Increment

,ndicates the vaue #hich to increment the se:uence of the componentitem on the i.


59/116

B#M' Confguration Item Delimiter

,ndicates a character used to separate the order and ine numers #hen ourepace the ase modes segment vaue #ith the order numer@ine numer.

B#M' Confguration Item %pe

,ndicates the item tpe of the ne# con)guration items that the createcon)guration program creates.

B#M' Das past or starting cuto/ o #rder !ntr )ills

,ndicates the starting revision date used in the Order "anagement e=posion.

B#M' Deault Bill o Material *e(els

,ndicates the numer of e=posion eves to use as a defaut for i ofmateria indented e=posions.

B#M' Deault WIP Suppl +alues or Components

,ndicates #hether to defaut ,& 'upp Tpe ,& 'upp 'uinventor and,& 'upp ocator from item master for a component item #hen de)ning ai. ,f set to Fo ,& reads the item master.

B#M' our U#M

,ndicates the unit of measure that represents an hour. ;ou cannot schedueresources #hose unit of measure is not in the same cass as the hour unit ofmeasure.

B#M' Inherit #ption Class #peration Se.uence um)er

,ndicates #hether to ao# components on mode is to inherit operationinformation from parent items.

B#M' Model Item Access

,ndicates #hether a hoder of this responsiiit can de)ne and update is of materia for mode and option cass items.

B#M' Perorm *ead %ime Calculations

,ndicates #hether to perform ead time cacuations #hen ou autocreatecon)guration items.


60/116

The pro)e option #i e at the sstem eve. The )rst vaue of the pro)eoption #oud incude the cacuation$ ead time DdasE P ead time D?oursE @24 a#as and the second vaue #oud cacuate ead time as$ ead timeDdasE P ead time D?oursE @ine hours D'top Time 'tart Time of the&roduction ineE.

B#M' Planning Item Access

,ndicates #hether a hoder of this responsiiit can de)ne and update is of materia for panning items.

B#M' Resource Usage Rounding +alue

%esource -sage %ounding aue is a pro)e that is created to set therounding o< vaue for resource usage and inverse. ;ou can update the pro)eoption at the sstem administrator eve on.

B#M' Sa(e Confgurator Details -lag

Fot used.

B#M' Standard Item Access

,ndicates #hether a hoder of this responsiiit can de)ne and update is of materia for standard items.

B#M' Update Resource U#M

,ndicates #hether ou can update the resource unit of measure.

B#M' Week or Period Start Da

,ndicates #hether the #or/da caendar starts on a #ee/ or period asis. This pro)e option #or/s in conHunction #ith the or/da *aendar. 'ee$Overvie# of or/da *aendar.

or e=ampe the !O"$ ee/ or &eriod 'tart (a pro)e is set to "onda. ;ouror/da *aendar is set to start on Manuar 1 #hich is a rida #ith a )ve

das on@t#o das o< #or/ da pattern. +fter uiding the caendar thesstem creates a start da of the foo#ing "onda Manuar 4.

Related %opics

'etting ;our &ersona -ser &ro)e Oracle .;


61/116

&ro)e Options in Orace +ppication OHect irar Oracle .;ation. vertime a i of materia is created in the master organi>ation theusiness needs to cop the i or create a common i in the chidorgani>ations.


62/116

or more information aout setting up and suscriing to usiness eventssee the reated topics isted eo#.

#(er(ie& o Bills o Material

Orace "anufacturing and Orace Order "anagement use is of materia tostore ists of items that are associated #ith a parent item and informationaout ho# each item is reated to its parent. Orace "anufacturing supportsstandard mode option cass and panning is of materia.

Bill o Material %pes

Standard Bill o Material

+ standard i of materia is the most common tpe of i and ists themandator components the re:uired :uantit of each component and

information to contro #or/ in process materia panning and other Orace"anufacturing functions. =ampes incude is for manufacturingassemies pic/toorder is /it is and phantoms.

+ con)guration i Da tpe of standard iE is a set of option choices madefrom a mode i that comprise a uidae seae product. *on)gurationitems and is are automatica created from mode is after a customerchooses options on a saes order. Or ou can manua create con)gurationis choosing options direct from a mode i.

Model Bill o Material

+ mode i of materia de)nes the ist of options and option casses ou canchoose in Orace Order "anagement to order a con)guration. + mode iaso speci)es mandator components or incuded items that are re:uired foreach con)guration of that mode. ;ou do not order or uid the mode itsef$ou order and uid con)gurations of the mode. + mode i can e eitherassemetoorder or pic/toorder.


63/116

#ption Class Bill o Material

+n option cass is an item that groups optiona components on a i. +noption cass is an item that ecomes a eve in our mode i of materia.Option casses can aso have mandator components that app for a of its

options. or e=ampe #hen ou order a computer the monitor is an optioncass and the speci)c tpe of monitor ou order is an option #ithin thatoption cass. +n option cass i can e either assemetoorder or pic/toorder.

Planning Bill o Material

+ panning i of materia is a i of materia structure that incudes apercentage distriution for its components. The percentages associated #iththe components on a panning i of materia do not need to add to 100Q. ;ou can de)ne aternate and common panning is #here the i ou

reference as a common must e another panning i.

&anning items can e nested #ithin one another an numer of times. henou nest panning items Orace "aster 'cheduing e=podes forecasts eve eve and appies panning percentages at each eve.

!ngineering Bills o Material

;ou can de)ne an engineering i of materia as an aternate for amanufacturing i. The tpica use for an aternate engineering i is toprototpe variations from the primar i that produce the same assem.

;ou can specif a ist of item cataog descriptive eements for mode andoption cass engineering is. +fter ou reease the engineering i tomanufacturing and ta/e customer orders for speci)c con)gurations !is of"ateria creates the ne# con)guration item and automatica assigns vauesto each cataog descriptive eement.

Orace ngineering users are ao#ed to assign manufacturing andengineering items as components to an engineering i. !is of "ateriausers can assign on manufacturing items as components to manufacturingis.

Phantoms

+ phantom assem is a nonstoc/ed assem that ets ou group togethermateria needed to produce a suassem. hen ou create a i ofmateria for a parent item ou can specif #hether a component is aphantom. One i of materia can represent a phantom suassem for oneparent item and a stoc/ed suassem for another parent item.


64/116

Orace or/ in &rocess e=podes through a phantom suassem to thecomponents as if the components #ere tied direct to the parent assem. ;ou can de)ne routing for phantoms assemies the same #a as otherassemies. or/ in &rocess ignores phantom assem routings #hen oude)ne a Ho or repetitive schedue.

;ou can compute manufacturing and cumuative ead times for phantomassemies that have routings. ,f ou do not #ant to oing techni:ue. Other#ise the same rues app to phantoms asfor other assemies. 'et the ead time of a phantom to >ero to avoid eadtime o


65/116

Orace "aster 'cheduing@"%& uses the primar i to pan our materia.Orace Order "anagement uses the primar i for mode and option cassproducts to ist avaiae options.

hen ou uid an item ro up costs and perform other functions that use

is of materia ou can specif #hether to use the primar i Dthe defautEor an aternate i. ;ou can aso use engineering change orders to controchanges to primar and aternate is of materia.

-se aternate is to account for manufacturing variations that produce thesame assem specifing the parent item numer and an aternatename #hen ou create a i. ;ou cannot enter ne# revisions for aternateis of materia.

;ou can use an aternate to de)ne an engineering i or routing. Theaternate used as a prototpe variation from the primar manufacturing i

that produces essentia the same assem.

!is and routings can share aternate aes. ,f ou create an aternate i#ith the same ae as an aternate routing components are assigned tooperations on the aternate routing. ,f there is no routing #ith the sameaternate ae components are assigned to operations on the primarrouting.

Item and Routing Re(isions

;ou can de)ne an numer of revisions for the item and an numer of

routing revisions for an items routing.

Important' ,tem revisions and routing revisions function ai/e and arediscussed together eo#. ?o#ever item revisions and routing revisions aret#o distinct pieces of information. The are created and maintainedseparate and have no inuence over each other.

+ssign each revision a uni:ue three character aphanumeric revisionidenti)er Dsuch as + ! !1 and so onE and a revision date. %evisions aresorted according to +'*,, rues. ach revision must e greater than theprevious revision. Therefore ou cannot use revision 10 after revision 9

ecause according to +'*,, sorting 10 precedes 9.

-se etters and@or numers to ae revisions. etters are a#as upper caseand numers ma incude decimas. To ensure that revisions sort properDaccording to +'*,, sorting ruesE decimas shoud a#as e foo#ed anumer. Therefore vaid revisions can incude$ + ! 1 2 +1 !1 1+ 1! 0.00.1 +.0 +.1 and so on. hen ou create an item or a routing the eginning


66/116

revision defauts to the vaue for 'tarting %evision in the Organi>ation&arameters #indo#.

hen ou create or update a i of materia or routing ou can choose tocreate a ne# revision or modif an e=isting revision. hen adding ne#

revisions ou shoud e sure that the revision date ou enter does notoverap #ith other e=isting revision dates. %evisions are timestamped soou can determine the atest revision for mutipe revisions de)ned on thesame date. Fe# revision numers must e greater than the revision numerof the current e


67/116

The foo#ing tae ists vaid component attriutes for each tpe of i.

+alid Component Attri)utes and Bill %pesComponent(alid attri)utesand )ill tpes

ComponentAttri)utes

StandardParent Item

ModelParentItem

#ption ClassParent Item

PlanningParent Item

,tem ;es ;es ;es ;es

,tem 'e:uence ;es ;es ;es ;es

Operation'e:uence

;es ;es ;es Fo


68/116

'hipping (oc.

%e:uired to 'hip ;es ;es ;es Fo

%e:uired for%evenue

;es ;es ;es Fo

Cuantit ;es ;es ;es Fo

(escriptivee=)ed

;es ;es ;es ;es

*omments ;es ;es ;es ;es

Access Control ) Item %pe

*ontro access to is of materia item tpe using the foo#ing pro)e

options$

• !O"$ 'tandard ,tem +ccess• !O"$ &anning ,tem +ccess

• !O"$ "ode ,tem +ccess Daso contros access to option cass itemsE

ach pro)e option can have either a ;es or Fo vaue. + ;es vaue indicatesthat ou can create and update is for the associated item tpe. ore=ampe ou might specif Fo at the site e