Upgrade to R12 Now

Manufacturing and
Order Management
Presented by:
Bob Bullman, BizTech

Upgrade to R12 Now OAUG eLearning
Sessions
Presentation Date Presenter Company
Upgrade to R12 Now A
Financials Overview
Jul 19, 2012 Lee Briggs
Upgrade to R12 Now A
Deep Dive into General
Ledger
Jul 26, 2012 Mohan Iyer
Upgrade to R12 Now The
International and Multi-
National Arena
Aug 2, 2012
Marsha
Edgell/Thomas
Simkiss
Upgrade to R12 Now
Improvements in Cost
Management
Aug 9, 2012 Douglas Volz
Upgrade to R12 Now
Manufacturing and Order
Processing
Aug 15, 2012 Bob Bullman
Upgrade to R12 Now
Realizing Enterprise Value
with Projects R12
Aug 23, 2012 Mike Lennon
Upgrade to R12 Now
Round Table Discussion
Aug 30, 2012 Thomas Simkiss
2
Bob Bullman
Oracle Applications Practice Director
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.

3
Objective
Emphasize the changes in R12 that are improvements /
advancements from prior 11i versions based on my experiences.
Discuss the benefit or business requirement 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
5
Services
Order Management
Purchasing
Inventory
WIP
Checked each version for this one.
6
RM
WIP
FG
Balance Sheet by FG Product type
Needed separate finished goods accounts so
balance sheet has values in different accounts
Modems Detergents
Antennas Household cleaners
Routers Candles
Also received items might be finished goods
Distributors
Spare Parts
No more logical sub inventories for account numbers!
7
SLA = Centralized Accounting Model,
Rules, Engine and Repository
Dr Cr
Projects Receivables
Payables
Inventory
General Ledger
General Ledger
Work in Process Purchasing
You can change the
accounting without using triggers.
Modules with very little change
Engineering (same approvals)
Capacity
Work-In-Process
PO Receiving
Bills and Routings
Makes upgrading easier

9
BizTech Vision Instance
10
Bill of Material
Fixed component usage support
Inverse component usage
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
Two boxes only even
if you make 100
13
Quantity per of 1 (lot)
14
Always wanted to define on a BOM that they
just need one or two with each Discrete Job.


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 the labor did not 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 only be 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 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
Material Status
27
Here is one example
28
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).
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
Enhanced Picking Rules
30
There was only one rule shared w/Shipping
and WIP in 11i
Serial / Lot Genealogy and Tracking
Always Know the Source and Placement of Each Part
Boards R Us
Denver, CO
Acme Chip
Fab 12
E. Storage
Austin, TX
SKD Co.
S. Korea
Nippon Fab
Japan
Ireland Manufacturing
Partner
C
o
m
p
o
s
i
t
i
o
n

W
h
e
r
e

U
s
e
d

Suppliers
Trace a customer shipment back to the original source
Trace a lot or individually serialized product through supply base
Server
(S.No. 512)
Disk B
(S.No. 339)
Disk A
(S.No. 676)
Disk Array
(S.No. 892)
Memory
(Lot No. 115)
CPU
(S.No. 232)
Storage
(S.No. 929)
PCI Board
(S.No. 717)

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
33
Within
Tolerances?
Change
PO
Bypass
Approval
Route
for
Approval

Tolerances

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

Progress the line and a Discrete Job will be created.

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

Reserving 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.

Linking Sales Order lines to Discrete Jobs
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
60
Upload Parameters
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
66
Supplier Input Production Field Failures
Quality Collection Plans
Data
Repository
Quality Analysis Tools
Reports Online Inquiries Charts
Actions
and
Notifications
Electronic
Documents
Specifications
67
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



Shaft Diameter
Spine Cut Depth
Shaft Cut Length
UOM



Inches
Inches
Inches
Target Value



3.14
0.6
22.5
Lower
Spec.
Limit

3.135
0.595
22.494
Upper
Spec.
Limit

3.145
0.605
22.505
Data Collection Options

68
Directly
Transactions
Collection
Import
Quality Data
Repository



Query, Report, and Export Data

69
Quality Data
Repository
Query
Reports
Export
70
Skip lot example
Sample Plan Example
71
Sample Plan Example continued
72
73
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)
74
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)

75
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.
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
80
Services
Order Management
Purchasing
Inventory
WIP
Any Questions?
Bob Bullman
Director, Oracle Applications
Practice
BBullman@BizTech.com