Planning BOMS or Product

Families: That is the Question?

Jerry Edwards
Business Purpose:

• Planning BOMS and Product Families are used

to generate end item forecasts based on a
forecast for a non-physical parent item.

• The parent item represents an aggregate

demand to allocate across component (planning
bill) or members (product family)
Differences between Planning BOMS and
Product Families:
• Item Definition:
– Planning BOM Parent Item: Define in Master
Items form
– Product Family Item: Define in Flow
Manufacturing / Products and Parts / Product
family form (or in Master items form but
enable required attributes) Product family
items generate a new category value in the
seeded Product Family category set. Use this
value in report selection
Differences between Planning BOMS and
Product Families:

– End Item Assignment:

• Planning BOM: an item can be used on more
than one planning BOM

• Product Family: an item can report to only

one product family parent
Differences between Planning BOMS and
Product Families:

– Consumption:
• Planning BOM: sales order for exploded
component item consumes component item
forecast ONLY. Parent forecast quantity is
unchanged

• Product Family: sales order for exploded

member consumes both end item and
parent item forecast
Differences between Planning BOMS and
Product Families

– Nesting:
• Planning BOM: Planning items can be
nested any number of times:
• Product Families: Single level only

– Bill Maintenance
• Planning BOM: Bill of Material form
• Product Family: Product Family Member
form
Differences between Planning BOMS and
Product Families

– Parent item forecast quantity maintenance

• Planning BOM forecast quantity changes
– Maintain manually: Sales orders DO
NOT consume
Differences between Planning BOMS and
Product Families

• Parent item forecast quantity maintenance

• Product Family forecasts
– Consumption occurs automatically via
Planning Manager concurrent process
based on consumption window defined
for the forecast set
• Compare Planning Bill with Product Family:
Planning BOM
• Product Family item: Master Item Form
• Enter Product Family Members: Flow MFG form
Products and Parts / Product Family Members
• Enter Product member allocation percentages:
Note: Planning %: Enter whole numbers
• Repeat for each item in the product family
• The entry below means .9% or .09 X Parent item
forecast quantity
• Enter Forecast Set and Forecast
• Enter Forecast
• Content
• Forecast copy/merge:
Note: Recommend different destination forecast
• Review Exploded forecast results
• Forecast Result
• Enter and Book Sales order for member item
• Check Forecast Consumption
After planning manager executes
• Select (B) Forecast items
• Select (B) Detail: Select (B) Consumptions
• Sales order consumed product family member
forecast: Repeat Process for Product Family item
• Product Family item forecast: Duplicate row
resolved by exploding forecast to a different
destination forecast
When to use Planning Bills or Product
Families

– Nesting Required: Use Planning Bill

– End item must be forecasted via multiple parent

forecast items: Use Planning Bill

– End items will be used with one parent: Use Product

Family

– Automated Planning item forecast consumption: Use

Product Family
Updating Product Family Percentages

• Query Shipments in Order Organizer

• Select Appropriate Order Types
• Export Data to Excel via File/Export
• Filter data
• Sort by Ordered item
• Sum Totals
• Calculate Percentages
• Update Product Family member percentages in
the Product family members form
Product Family Setup Tasks
Enter product family category structure (like system items)
Product Family Setup Tasks
• Profile: Enter values for INV: Product Family
Enter at Site and Flow MFG application level
• Enter Organization Access if using: Note
application is Oracle Bills of Material
Product Family Setup Tasks
• Review Product Family Template: Flow MFG
Implementation Manual: p. 73, 2-21
Product Family Setup Tasks
Product Family Setup Tasks:
• Sample Forecast Maintenance Process:
Resulting MDS file used in MPS
References:
• Oracle Flow Manufacturing Implementation
Guide
• Oracle Flow Manufacturing User Guide
• Oracle Bills of Material User Guide
• METALINK Note: 200797.1: Plan by Product
Family Assembly or Model: Last revised 16 April
2004.
• Contact Information
– Jerry Edwards
– jkedwards2002@hotmail.com
– 650-799-6699 (Cell)