Download - OPM - Make to Order

Make to Order(Process Manufacturing)

Demo Script (Internal)

Copyright © Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Table of Contents

Make to Order

(Process Manufacturing)..................................................................................................................................1Make to Order (Process Manufacturing)........................................................................................................1Define Make to Order Rules...........................................................................................................................2Setup Profile Options......................................................................................................................................3Setup Workflow Event and Subscription.......................................................................................................4Start Demo From adsweb...............................................................................................................................6Enter and Book a Sales Order.........................................................................................................................7Review the Batch Created..............................................................................................................................11Review the Reservation between Sales Order and Batch...............................................................................12Flowchart........................................................................................................................................................14


Make to Order (Process Manufacturing)Page i

Make to Order (Process Manufacturing)

Document Control

Date Owner AppRelease

Version Change Reference

03-Mar-2009 Shailendra Naithani

12.1.1 v1.0 Reviewed Jason’s script and scripted as per Tutor Author

19-Mar-2009 V1.0 Finalized script

Objective

The purpose of this product demo script is to demonstrate the integration between Order Management and OPM Process Execution. At R11i, the OPM logistics module introduced the ability to create a Production Batch or Firm Planned order specific to a sales order. In R12.1.1, this functionality has been upgraded to offer a Manufacture to Order flow within the Converged Inventory framework.

This flow demonstrates the creation of a Production Batch or Firm Planned order in response to an order line and reservation of the order line to the planned production supply. This enables the Customer Service Representative to have visibility of a production batch associated to a sales order line. It also facilitates the customer service representative to relay information such as Planned / Actual start date, planned Completion date and the yield lot number of a production batch back to the customer.

What's New?N/A

PitfallsN/A

AssumptionsNone

Related Business Flows (Optional)N/A

Related Documents

ADS DemoDocs > Unlimited > E-Business Suite > Manufacturing

Pre Demo Steps (Optional)


Make to Order (Process Manufacturing)Page 1

http://my.oracle.com/sites/global/adsdemodocs/unlimited/oracleebs/manufacturing/index.htm

Define Make to Order Rules

Define Make to Order Rules

1. Log into Oracle Applications Portal

Field Value

Username process_ops

Password Welcome

Responsibility Production Supervisor

2. Setup a new Make to Order Rule

(N) Production Supervisor> Setup > Make to Order Rules

Setup the following data

Field Value

Rule Name MTOBIGMART

Batch/FPO Batch

Check Availability Checked

Firmed Checked

Auto Lot Generation Checked

Copy Attachment Checked

SO Attachment Name Short Text

Batch Attachment Name Batch Header Info

Assignment Region

Warehouse PR1

Item Number 9010

Customer BIGMART

Ship to Site MAINSHIP

Save Record

Close Form



3. Schedule Process Manufacturing Make to Order Concurrent request

This program assesses the booked order line to determine if it qualifies for Make to Order processing based on the make to order rules assignments as done in the previous step. In case the order line qualifies by virtue of multiple assignments, the most granular/specific assignment will take priority in determining which rule to use. For example, if the rule is assigned to a particular customer and ship to site field is left blank, the rule is applied to all the sites of the customer.

(N) Production Supervisor > Concurrent Programs > Run > Org PR1>Single Request> Process Manufacturing Make to Order

Enter the following parameters

Field Value

Operating Unit PRU-Vision Process Industries (US)

Accept the other parameters as default

(B) ScheduleField Value

Run the Job Periodically

Rerun Every 1 Minute(s)

Apply the Interval From the completion of the prior run

(B) OK

Ignore the caution message.

(B)Submit



Setup Profile Options

Verify/Setup Profile Options

4. Switch Responsibility to System Administrator

(I) Switch Responsibility

Field Value

Responsibility System Administrator

5. Review/setup the profile option

(N) System Administrator> System>Profiles

At User Level. Select user as process_ops MO: Set Client_Info for Debugging Yes



Setup – Workflow Event & Subscriptions

Setup – Workflow Event & Subscriptions

6. Switch Responsibility


Field Value

Responsibility Workflow Administrator Web Applications

7. Create/Review the workflow event and subscription for batch reservation notification generation to the customer service representative

(N) Workflow Administrator Web Applications Administrator Workflow>>Business Events

Enter/review the status of the event “GME Batch Supply Reservation Notification Business Event” and its subscription. It is required for creating a notification to the Customer Service Representative advising on the Batch creation and providing details such as cross-reference between the Sales order and Batch numbers, and the yield lot numbers.

Close Window

If Pre Demo Steps complete, goto task #8. Otherwise, goto task #1.

Begin Demo



Start Demo From adsweb

Start Demo From adsweb

8. (H) http://adsweb.oracleads.com

Opens ADSWEB home page

9. (H) 12.1.1 Launchpad

Select Machine (LOV)

Select Instance (LOV)

(B) Launch Demo

Opens ADS Launchpad Portal page



Enter and Book a Sales Order

Enter and Book the Sales Order



Field Value

Responsibility Order Management Super User, Process Operations (USA)

Order Management module opens

11. Create a Sales Order Header

(N) Orders, Returns > Sales Orders

Sales Order form opens Field Value

Customer Bigmart

Order Type Standard(Process)

(I) Save

Discuss how Defaulting rules were defined to automatically populate the fields in the order screen such as bill to and ship to details, order type, price list, for but these can be changed. Go to the others tab and show that the Warehouse field is defaulted to PR1(Ship from Org)

12. Create Sales Order Line(s).

(T) Line Items

Field Value

Ordered Item 9010

Quantity 100

If auto-scheduling is on, note the Availability Date. If it differs from the Request date, change the request date to match the availability date.

If auto-scheduling is off, click on the Availability button. Note the Availability Date. If it differs from the Request date, change the request date to match the availability date.



Immediately after entering the item number and quantity, standard pricing information is displayed on the screen

Discuss how Defaulting rules were again used to automatically populate the fields in the screen such as the price list, request date and line type. Explain that the rules can be created to meet particular business requirements and increase productivity by eliminating unnecessary data entry.

13. Save Order

The order line is saved

Note the Order Number that is assigned

14. Book Order and exit from the form

(B) Book Order

Process Message appears indicating that the Quantity on Hand fails to satisfy the reservation and that the order has been booked.

(B) Continue



Review the Batch Created

Review the Batch Created



Field Value

Responsibility Workflow

16. Review the Production Batch Creation Notification

(N) Workflow> Advanced Worklist

View Notification with subject- A new Production Batch has been created

Click on link to review the batch creation details

Note: This is an example screenshot. Note the batch number against the sales order created in previous step



Review the Reservation between the Batch and Sales Order

Review the Reservation Between Batch and Sales Order



Field Value

Responsibility Inventory Super User (Process Operations)

18. Review the reservation record between Sales Order and Batch

(N)Inventory Super User(process operations)>On-hand Availability>Reservations

Select Organization as PR1. Find Reservations window is opened. Enter the following information

Field Value

Item 9010

Supply Source type Job or schedule [Select the record with WIP Entity Type Name as Process batch]

Supply source header <Batch Number Noted Earlier>

Demand Source type Sales Order

Press the Find Button

Go to Demand Tab and review the Sales Order demand. Please refer to the Sales Order number that was created in initial steps

Note: This is an example screenshot. Note refer to the sales order number created in previous step



Go to Supply Tab and review the production batch details created as Supply

Note: This is an example screenshot. Note the batch number created by Make to Order functionality

End of activity.

Demo Support

Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information regarding demonstration support.



Flowchart

Start

Define Make toOrder Rules

Log into OracleApplications Portal (1)Setup a new Make toOrder Rule (2)Schedule Process MfgMake to OrderConcurrent request (3)

Verify/Setup ProfileOptions

Switch Responsibility toSystem Administrator(4)Review/setup profileoption (5)

Setup – WorkflowEvent &

Subscriptions

Switch Responsibility(6)Create/Review workflowevent & subscription forbatch reservationnotification generationto Cust Serv rep (7)

Start Demo Fromadsweb

(H) http://adsweb.oracleads.com(8)(H) 12.1.1 Launchpad(9)

Enter & Book S.O.

Switch Responsibility(10)Create a S.O. Header(11)Create S.O. Line(s).(12)Save Order (13)Book Order & exit fromform (14)

Review BatchCreated

Switch Responsibility(15)Review ProductionBatch CreationNotification (16)

ReviewReservation

Between Batch &S.O.

Switch Responsibility(17)Review reservationrecord between S.O. &Batch (18)

End



Download - OPM - Make to Order

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