Upgrade to R12 Now Manufacturing and Order Management

Presented by: Bob Bullman, BizTech

Upgrade to R12 Now OAUG eLearning Sessions

Presentation
Upgrade to R12 Now A Financials Overview Upgrade to R12 Now A Deep Dive into General Ledger

Date
Jul 19, 2012

Presenter
Lee Briggs

Company

Jul 26, 2012

Mohan Iyer

Upgrade to R12 Now The International and MultiNational Arena

Upgrade to R12 Now Improvements in Cost Management

Aug 2, 2012

Marsha Edgell/Thomas Simkiss

Douglas Volz

Aug 9, 2012

Upgrade to R12 Now Manufacturing and Order Processing

Upgrade to R12 Now Realizing Enterprise Value with Projects R12

Aug 15, 2012

Bob Bullman

Aug 23, 2012

Mike Lennon

Upgrade to R12 Now Round Table Discussion

Aug 30, 2012

Thomas Simkiss

Professional Summary: Professional Supply Chain Consultant (15+ years implementing Oracle Applications) Held multiple management positions at Oracle within the Applications group Advanced Planning and Distribution optimization expert R12 Solution Architect ( Manufacturing, Order Management, and Service ) Techno-Functional consultant Qualification Summary: APICS Certified at the Fellow level Prior certification in Oracle Manufacturing and Supply Chain modules Bachelors Degree in Finance Project Experience: Full suite R12 Financials, Order Management, and Manufacturing, including VAT taxation Implemented many other R12 and 11i installs, as well as prior version of Oracle including CRM (E-Bus only) Presented at many different types user groups and professional organizations (APICS, OAUG) Designed and coded many extensions to the E-Business suite, as well as performed numerous data conversions.

Bob Bullman Oracle Applications Practice Director

Objective
Emphasize the changes in R12 that are improvements / advancements from prior 11i versions based on my experiences. Discuss the benefit or business requirements that can be satisfied. Manufacturing modules (BOM, WIP, INV, PO/MRP) Order Management Service Contracts and Installed Base PIM (Product Information Management Data Hub) Quality Module New reporting tools available Module trivia
4

Why upgrade now?

Why Not? More features and functions Much Improved reporting capability Improved Tech Stack Tables remain the same OPM using more common functions

WIP

Purchasing

Inventory

Services

Order Management

Checked each version for this one.

WIP RM

FG

Balance Sheet by FG Product type

Needed separate finished goods accounts so the balance sheet has values in different accounts.
Modems Detergents Antennas Household cleaners Routers Candles

Also the received items might be finished goods.

Distributors Spare Parts

No more logical sub inventories for account numbers!

7

You can change the accounting without using triggers.

General Ledger General Ledger

Dr

Cr

SLA = Centralized Accounting Model, Rules, Engine and Repository

Inventory

Receivables

Projects

Work in Process

Purchasing

Payables

Modules that have remained the same:

Engineering (same approvals) Capacity Work-In-Process PO Receiving Bills and Routings This makes upgrading a No-Brainer

BizTech Vision Instance

10

Bill of Material
Fixed component usage support Inverse component usage support Update Material Control in Common Bills (caused not using common Bills) Phantom Labor can be included in cost rollup!

11

Lot basis just like in Routings

12

Only two boxes needed - even if you make 100!

13

Quantity per of 1 (lot)

Always wanted to define on a BOM that they just need one or two with each Discrete Job.

14

Some Examples of Use

Tooling Track pallets Setup kit, drawing Inverse component usage
.002 or 500

15

500 per Box

16

Update Material Control in Common Bills

While retaining a common BOM relationship, users can update the following attributes at the org level: Operation Sequence WIP Supply Type Sub-Inventory Locator Include in cost roll-up Benefits: Facilitates standardization by deploying common bills while enabling typical organization overrides

17

Common BOM process is the same

18

Locks all but the new fields

19

Material Control different in E1

20

Phantom Labor included in cost rollup option

Phantoms have many uses One is to define parts being made and the labor time, but no need to transact them Problem was that the labor cost were not included in the cost rollup

21

22

Work In Process
Component Usage Enhancements
Report Fixed Component Usage

Scheduling Workbench New Features

Print Gantt Charts

23

Making 100, but need 2 boxes for each Job

24

Inventory
Material Status Used for Lot control before QA Approval is complete you can not reserve a lot. Defining Picking Rules Used to be only one for shipping and Discrete Job picking. Now you can have many! OPM Inventory Convergence Uses common inventory (lot status and more) Shipping and reserving
25

Material Status
Material Status control restricts the movement and usage of portions of on-hand inventory. Using material status control enables you to control whether you can pick or ship an internal order or sales order, or issue material for a work order. You can also specify whether material needs to be quarantined until you inspect it. In addition, you can determine whether products with a particular status can be reserved, included in available to promise calculations, or netted in production planning. You assign material statuses at four levels: subinventory, locator, lot, and serial. Used to have a creative way of doing this one (first locator had security turned on) RW- I-1-A-1 move to RW A-1-1FDA approved
26

Here is one example

27

Examples
Control transactions without having to move inventory to a non-reserve-able sub-inventory. Hold lots until they are approved or expired QC must approved or test before production can use the material (or ship it).

28

Enhanced Picking Rules

You can create picking rules that enable you to sort picks based on criteria that you define for sales orders, process manufacturing batches, or work in process jobs. Oracle Inventory reviews the picking criteria order and the options for each criterion.

29

There was only one rule shared w/Shipping and WIP in 11i

30

Serial / Lot Genealogy and Tracking

Always Know the Source and Placement of Each Part
Manufacturing Partner
Server Ireland

(S.No. 512)

Suppliers (S.No. 717) (S.No. 929)

Acme Chip Fab 12

CPU

Memory

Disk Array

(S.No. 232)

(Lot No. 115)

(S.No. 892)

E. Storage Austin, TX

Nippon Fab Japan

Disk A

Disk B

(S.No. 676)

(S.No. 339)

SKD Co. S. Korea

Trace a customer shipment back to the original source Trace a lot or individually serialized product through supply base

Composition

PCI Board

Storage

Where Used

Boards R Us Denver, CO

Purchasing/MRP
Auto-Approval Tolerances for Change Orders This one is long overdue, still creates new revision. Changing dates when not using iSupplier can be very time consuming and most often didnt require approval. Buyer Work Center HTML PO Summary and change without so many levels. Easier user interface with all a buyer needs in one html form Auto-create PO, create and query POs and blankets Rescheduling of PO from ASCP ****** Works well for Planner/Buyer role (i.e. the planner for an item is the buyer too) Could always do this with unreleased Discrete Jobs. BI/XML Publisher used for PO layout.
32

Tolerances
Change PO

Within Tolerances?

Route for Approval

Bypass Approval

33

HTML Maintenance

34

Single level change, just click on tab

35

Order Management
Adaptable User Interface Item Order-ability Enhanced Inventory Reservations (Reservations against WIP and Purchasing)

36

Adaptable User Interface

37

Quick Organizer Configurability

Study order entry flow and streamline (Mass change was missing and more in the past) Map to improve user experience
Many other tools are available Defaulting rules Forms personalization

38

Item Order-ability
Businesses need to be able to order specific products depending on specific customers. Instead of being able to view and select all items for all customers in the sales orders window, you can now restrict the item list based on customer and other related criteria. If the value of the profile option OM: Use Materialized View for Items LOV (Honours Item Orderability Rules) is set to No, then the Ordered Items LOV lists all the items of the item validation organization of the current operating unit. This doesn't consider the defined item orderability rules, however if there is a defined rule that prevents the item from being ordered, then an error message is displayed during the saving of the order. You will not be able to save the order.

39

Item Order-ability

40

Link Item and Customer Category

41

Reservations Improvements
Reserve inbound supply including POs New screen for improved manual allocations

42

Improved Reservation Screen

43

New Tools option

44

Default Qty. makes selecting easy.

45

Enter and book Sales Order

Reserving Discrete Jobs

Progress the line and a Discrete Job will be created.

View the Job number by going to the following action results screen.

Linking Sales Order lines to Discrete Jobs

Here are the reservations that you can view.

Reservation is to Discrete Job until the product is reported as made. Did a WIP Move complete transaction and the inventory is now reserved.

Reservation changes to be linked to inventory after the product is made, but the tables still track the original discrete job link. Here is the shipped order status after the shipping process is completed.

Service Contracts
Improved Approvals AME and Portal Approval Renewals can skip approval Launchpad Improved, well as HTML available (New Search and Inquiry using HTML) Enhanced Installed Base Integration Easy add screen Forms or HTML Easy select of current records New Search and Inquiry using HTML Deferred Revenue options available

48

Launchpad is still nice, IB improved

49

Installed Base records show below

50

Quick add of Installed Base records from Contract

51

For Signing / Approval use respond for portal access

52

Portal Approval

53

Installed-Base
Entirely new HTML user interface...dramatically improved functionality
11.5.10 to be virtually unusable in its former state

Increased integration across Service Contracts, OM and Field Service allowing easy instance creation, update and transfer.

54

55

PIM Functionality (Introduction only)

Product Information Management Data Hub PIM Functionality can satisfy the following: Upload new Items Assign new Items to categories Assign new Items to orgs

56

Sample
Scenario: Need to setup 10+ new items
Create Master Items in Master Org (V1) Assign Items to Inventory Org (M1) Update Category Assignments for all Items (in M1 org)

57

Excel import options

58

Excel import template w/data

59

Upload Parameters

Upload Parameters

60

Conc. Request & Log File w/results

61

View Log & Query Item Master

62

Manual Item Creation

63

Inventory Setup Functions

Can perform the following functions in PIM, same as in Inventory responsibility Define item templates Define item catalog categories Define item attachment categories Define item statuses Define cross-reference types

64

Quality Module
Sample Plans Skip Plans HTML entry (single and multiple line entry)

65

Quality Module
Supplier Input Quality Collection Plans Production Field Failures

Electronic Documents

Data Repository

Actions and Notifications

Quality Analysis Tools

Reports

Online Inquiries

Charts 66

Specifications
Item: 2601 Item Name: Automotive Pinion Process Procedure Pinion stock is cut with spines and the shaft is turned to specifications to fit sleeve.

Characteristics

UOM

Target Value

Lower Spec. Limit

3.135 0.595 22.494

Upper Spec. Limit

3.145 0.605 22.505

Shaft Diameter Spine Cut Depth Shaft Cut Length

Inches Inches Inches

3.14 0.6 22.5

67

Data Collection Options

Directly

Transactions

Quality Data Repository Collection Import

68

Query, Report, and Export Data

Query

Reports

Quality Data Repository Export

69

Skip lot example

70

Sample Plan Example

71

Sample Plan Example continued

72

Oracle Reports
Seeded report discussion
Mainly RDFs for Years Some C reports (MRP Outputs)

Spawned reports layouts

- Receipt traveler - Pick Slip - Statements - Packing Slip

PL/SQL Packages with delimiters BI Publisher (better)

73

Install the sample - steps

Create Concurrent Program Create Data Definition
Update XML

Create Template
Upload RTF

Add to Request Group Test Report (PDF or Excel)

74

Process Overview
Creating customized reports using XML Publisher can be divided into two phases: Design Time and Runtime. Design Time 1. Register the E-Business Suite report as a Data Definition in the Template Manager. Create a Data Definition in the Template Manager for E-Business Suite reports that you wish to customize using XML Publisher. 2. Design your template. Your template files can be either in Rich Text Format (RTF) or Portable Document Format (PDF). 3. Register your Template in the Template Manager. When you create the template in the Template Manager, you register and upload your RTF or PDF template files. The Template must be assigned to the Data Definition Code of the E-Business Suite report with which it will be merged. Runtime 1. Set the concurrent program to generate XML. 2. Run the concurrent program using standard request submission. If you are using the Submit Request form, the Layout field of the Upon Completion region displays the currently selected template. To change the template, template language, or output format select the Options button.

75

Here is what you get!

Reports output right into Excel Layout changes done using MS Word PL/SQL can be loaded from within the Apps Etc

76

Old Standard Reports

What I didnt cover

Discrete Manufacturing with MES ASCP OPM Additional improvements across the Supply Chain modules Edge products integration Configurator (very good in R12) Etc
79

Why upgrade now?

Why Not? More features and functions Much Improved reporting capability Improved Tech. Stack Tables remain the same OPM using more common functions

WIP

Purchasing

Inventory

Services

Order Management

80

Any Questions?
Bob Bullman Director, Oracle Applications Practice BBullman@BizTech.com