OPM - Make to Order

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Make to Order(Process Manufacturing)Demo Script (Internal)

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 1

Table of ContentsMake to Order Purchase to Pay with Acquisition Costs (Process Manufacturing) [EDUM0062] 05-Nov-2004..............1 Purchase to Pay with Acquisition Costs (Process Manufacturing).............................................................................1 Create a New Lot for OPM Item.................................................................................................................................2 Verify/Open AP Accounting Period...........................................................................................................................4 Verify/Open AP Accounting Period...........................................................................................................................5 Start Demo From adsweb............................................................................................................................................6 Start Demo From adsweb............................................................................................................................................7 Start Demo From adsweb............................................................................................................................................9 Start Demo From adsweb..........................................................................................................................................10 Flowchart..................................................................................................................................................................12

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page i

Make to Order (Process Manufacturing)Document ControlDate 03-Mar-2009 19-Mar-2009 Owner Shailendra Naithani App Release 12.1.1 Version v1.0 V1.0 Change Reference Reviewed Jasons script and scripted as per Tutor Author Finalized script

ObjectiveThe 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 DocumentsADS DemoDocs > Unlimited > E-Business Suite > Manufacturing

Pre Demo Steps (Optional)Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 1

Define Make to Order Rules Define Make to Order Rules1. Log into Oracle Applications PortalField Username Password Responsibility process_ops Welcome Production Supervisor Value

2.

Setup a new Make to Order Rule (N) Production Supervisor> Setup > Make to Order Rules Setup the following dataValue MTOBIGMART Batch Checked Checked Checked Checked Short Text Batch Header Info PR1 9010 BIGMART MAINSHIP

Field Rule Name Batch/FPO Check Availability Firmed Auto Lot Generation Copy Attachment SO Attachment Name Batch Attachment Name Assignment Region Warehouse Item Number Customer Ship to Site

Save Record Close Form

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 2

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 parametersField Value

Operating Unit

PRU-Vision Process Industries (US)

Accept the other parameters as default (B) ScheduleField Value

Run the Job Rerun Every Apply the Interval

Periodically 1 Minute(s) From the completion of the prior run

(B) OK Ignore the caution message. (B)Submit

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 3

Setup Profile Options Verify/Setup Profile Options4. Switch Responsibility to System Administrator (I) Switch ResponsibilityField Responsibility System Administrator Value

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

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 4

Setup Workflow Event & Subscriptions Setup Workflow Event & Subscriptions6. Switch Responsibility (I) Switch ResponsibilityField Responsibility Value 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 DemoCopyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 5

Start Demo From adsweb Start Demo From adsweb8. (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

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 6

Enter and Book a Sales Order Enter and Book the Sales Order10. Switch Responsibility (I) Switch ResponsibilityField Responsibility Value 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 opensField Customer Order Type Bigmart Standard(Process) Value

(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 ItemsField Ordered Item Quantity 9010 100 Value

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.

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Make to Order (Process Manufacturing) Page 7

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

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Make to Order (Process Manufacturing) Page 8

Review the Batch Created Review the Batch Created15. Switch Responsibility (I) Switch ResponsibilityField Responsibility Workflow Value

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

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 9

Review the Reservation between the Batch and Sales Order Review the Reservation Between Batch and Sales Order17. Switch Responsibility (I) Switch ResponsibilityField Responsibility Value 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 informationField Value

Item Supply Source type Supply source header Demand Source type

9010 Job or schedule [Select the record with WIP Entity Type Name as Process batch] 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

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Make to Order (Process Manufacturing) Page 10

Go to Supply Tab and review the production batch details created as SupplyNote: This is an example screenshot. Note the batch number created by Make to Order functionality

End of activity.

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

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 11

FlowchartStart Define Make to Order RulesLog into Oracle Applications Portal (1) Setup a new Make to Order Rule (2) Schedule Process Mfg Make to Order Concurrent request (3)

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

Review Reservation Between Batch & S.O.Switch Responsibility (17) Review reservation record between S.O. & Batch (18)

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 from form (14)

End

Verify/Setup Profile OptionsSwitch Responsibility to System Administrator (4) Review/setup profile option (5)

Setup Workflow Event & SubscriptionsSwitch Responsibility (6) Create/Review workflow event & subscription for batch reservation notification generation to Cust Serv rep (7)

Review Batch CreatedSwitch Responsibility (15) Review Production Batch Creation Notification (16)

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 12