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Functional Impact Assessment Document

Functional Impact Assessment Document


Oracle Process Manufacturing
12.2.6
Application Release: 12.2.6
Author: Oracle Process Manufacturing Quality Assurance Team
Creation Date: 04-July-2016
Last Updated Date: 31-Aug-2016
Version: 1.0

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Functional Impact Assessment Document
TABLE OF CONTENTS

1 PURPOSE............................................................................................................................ 4
2 PATCH DETAILS............................................................................................................... 5
2.1 CONSOLIDATED PATCH DETAILS ........................................................................................... 5
3 NEW FEATURES AND FUNCTIONAL CHANGES ..................................................... 6
3.1 NEW FEATURES...................................................................................................................... 6
3.2 FUNCTIONAL CHANGES .......................................................................................................... 6
3.2.1 Oracle Process Manufacturing Product Development .......................................................... 6
3.2.2 Oracle Process manufacturing Process Execution ............................................................... 6
3.2.3 Oracle Manufacturing Execution Systems for Process Manufacturing................................. 6
3.2.4 Oracle Process Manufacturing Financials ........................................................................... 7
3.2.5 Oracle Process Manufacturing Process Planning ................................................................ 7
4 FUNCTIONAL IMPACT ................................................................................................... 8
4.1 ORACLE PROCESS MANUFACTURING PRODUCT DEVELOPMENT ............................................. 8
4.1.1 Process Operations ............................................................................................................... 8
4.1.2 Process Routings ................................................................................................................... 8
4.1.3 Recipes .................................................................................................................................. 8
4.2 ORACLE PROCESS MANUFACTURING ...................................................................................... 8
4.2.1 Create Batch / Firm Planned Order window ........................................................................ 8
4.2.2 Batch Details window ............................................................................................................ 8
4.2.3 Material Transactions window (Batch Details) .................................................................... 9
4.2.4 Batch Steps window ............................................................................................................... 9
4.2.5 Batch transactions ................................................................................................................. 9
4.3 ORACLE MANUFACTURING EXECUTION SYSTEM FOR PROCESS MANUFACTURING................ 9
4.3.1 Touch screen Operator Workbench ....................................................................................... 9
4.4 ORACLE PROCESS MANUFACTURING FINANCIALS ............................................................... 10
4.4.1 Actual Cost Processor ......................................................................................................... 10
4.4.2 Cost Rollup .......................................................................................................................... 10
4.4.3 Lot Cost Processor .............................................................................................................. 10
4.4.4 OPM Pre-Processor ............................................................................................................ 10
4.4.5 OPM Costing Reports ......................................................................................................... 10
4.5 ORACLE PROCESS MANUFACTURING PLANNING.................................................................. 10
5 TESTING RECOMMENDATIONS .................................................................................. 11
5.1 ORACLE PROCESS MANUFACTURING PRODUCT DEVELOPMENT .......................................... 11
5.1.1 Process Operation (Newly added fields information as part of Yield Management) .......... 11
5.1.2 Process Routings (Newly added fields information as part of Yield Management) ............ 11
5.1.3 Recipe (Newly added fields information as part of Yield Management) ............................. 11
5.1.4 Others Changes ................................................................................................................... 11

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Functional Impact Assessment Document
5.2 ORACLE PROCESS MANUFACTURING PROCESS EXECUTION ................................................. 12
5.2.1 Create Batch window .......................................................................................................... 12
5.2.2 Material Transactions window ............................................................................................ 12
5.2.3 Batch Issues / Transactions. ................................................................................................ 12
5.3 ORACLE MANUFACTURING EXECUTION SYSTEMS FOR PROCESS MANUFACTURING ............ 12
Touchscreen Operator Workbench ...................................................................................................................... 12
5.3.1 Batch having material exceptions, Release/Complete Step ................................................. 12
5.3.2 Complete Step without entering Quality results .................................................................. 13
5.3.3 Batch step status changes to Completed on completion of the quality task ......................... 13
5.4 ORACLE PROCESS MANUFACTURING FINANCIALS ............................................................... 14
5.4.1 Actual Cost Processor ......................................................................................................... 14
5.4.2 Cost Rollup .......................................................................................................................... 14
5.4.3 Lot Cost Processor .............................................................................................................. 14
5.4.4 OPM Pre-Processor ............................................................................................................ 15
5.4.5 OPM Costing Reports ......................................................................................................... 15
5.5 ORACLE PROCESS MANUFACTURING PLANNING.................................................................. 16
5.5.1 When planned order suggestion failed planning suggestion request complete with warning in place of error 16
5.5.2 MPS Material activity report is displaying correct order quantity ..................................... 16

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Functional Impact Assessment Document

1 Purpose
This document provides a high level overview of functional impact of changes in 12.2.6 from the previous release and its associated
functional impact. The document provides broad guidance to customers to help them develop their test plans based on the identified
functional impact.

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2 Patch Details

2.1 Consolidated Patch Details

Patch Number Patch Description Comments

22122945 R12.SCM_PF.C.delta.6 R12.OPM_PF.C.delta.6 is included in


R12.SCM_PF.C.delta.6 (12.2.6 SCM)

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Functional Impact Assessment Document

3 New Features and Functional Changes

3.1 New Features

Please refer to the Release Content Document link of 12.2.6 for the list of features delivered.

This section only covers the major enhancements in this release

3.2 Functional Changes


This section describes the functional changes due to bug fixes delivered in the 12.2.6

3.2.1 Oracle Process Manufacturing Product Development


o Bug fixes, newly added fields and improvements in Process Operations, Process Routings and Recipes
o Refer the section 5.1 for details

3.2.2 Oracle Process manufacturing Process Execution


o Bug fixes, newly added fields and improvements in Process Execution
o Refer the section 5.1 for details

3.2.3 Oracle Manufacturing Execution Systems for Process Manufacturing


o Bug fixes and improvements in Touch screen Operator Workbench
o Refer the section 5.1 for details

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3.2.4 Oracle Process Manufacturing Financials
Bug fixes and improvements:
 Actual Cost Processor:
o To process Calendar, Period and Cost types of more than 4 characters
o Inter-Org Transfers with Zero Transfer Price included in costing
o To generate IPV when distribution dates are modified in AP Invoice
o To correctly process Non-Recoverable taxes for OPM LCM Purchase Orders
o Correctly process LCM PO’s received into expense sub inventory
 Cost Rollup:
o To process and display correct costs when batch spans across periods and co-product is added in the second period
o By-product Item copy in Target Organization, even when by-product is not ingredient in down stream batches
 Lot Cost Processor:
o To process Logical Transactions for Process to Discrete material transfers using Lot Costed Items
o OPM Pre-Processor to process Actual Cost Adjustments
 OPM Pre-Processor:
o To generate correct message when cost for one of the Ingredients are copied from another Org
o To generate correct COGS when Sales Order contain multiple distribution lines
o Proper accounting for Yield reversals
o To not to consider Final Accounted actual cost adjustments

 OPM costing report improvements in Costed IBOM Report, GL Item Cost Detailed Report, PPV report using
LCM Purchase Order transactions
 Other improvements such as Expense Allocation process for PMAC, correct postings for Cost of Goods Sold

3.2.5 Oracle Process Manufacturing Process Planning


o Bug fixes and improvements in Auto release of planning suggestion for batch
Bug fixes and improvements in MPS Material Activity Report

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Functional Impact Assessment Document

4 Functional Impact
This section describes the functional impact of the changes introduced in 12.2.6
4.1 Oracle Process manufacturing Product Development
4.1.1 Process Operations
o To support the Yield calculations in Process Manufacturing, added new field “Yield %” in the header of the
Process Operations window. This field defaults to 100% and used for yield calculations.

4.1.2 Process Routings


o To support the Yield calculations in Process Manufacturing, added the new field “Yield %” in the Routing Steps
region. This field defaults to 100% and used for yield calculations

4.1.3 Recipes
o To support the Yield calculations in Process Manufacturing, added the new fields “Yield %” in Recipe header and
also in Step Quantity region. This field defaults to 100% and used for yield calculations

4.2 Oracle Process manufacturing

4.2.1 Create Batch / Firm Planned Order window


o To support the Yield calculations in Process Manufacturing, added new field “Heat Number”. This is used to yield
the product (lots) with heat number.

4.2.2 Batch Details window


o To support the Yield calculations, in the batch details window step number is now editable field to associate the
ingredients / Products to steps if they are not done already. Or to change the existing associations.
o To support the Yield calculations, added new field “Heat Number” and new button “Generate Heat” in the Batch
header window (Additional Information tab)
o To check the Batch Yield added the new field “Batch Yield” in the Folder Options ( Show Field)

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Functional Impact Assessment Document
4.2.3 Material Transactions window (Batch Details)
o To support the Yield calculations, in the Material Transactions window step number is now editable field to
associate the ingredients / Products to steps if they are not done already, or to change the existing associations
4.2.4 Batch Steps window
o To support the Yield calculations, added the new tab “Operation Yield”. And also “Step Transfer Details” region.
This enables users to enter the Intermediate quantities between the steps and to display the yield calculations for
batch steps.
4.2.5 Batch transactions
o New validation where Actual Start Date and Completion Date cannot be modified for WIP /Completed Batches
when transaction dates fall in closed period
o Process Execution Parameter “Auto Detail Batch “now supports for circular Phantom batches for reservations.
o Inventory profile INV: Transaction Date Validation “Do not allow past date” is honored by Batch Material
Corrections

4.3 Oracle Manufacturing Execution System for Process Manufacturing


4.3.1 Touch screen Operator Workbench
o Batch having the material exceptions, now possible to release / complete the batch step using Touch Screen
Operator workbench, by acknowledging the decision message “Batch has Material Exceptions. Do you want to
proceed” to Yes
o Without entering the quality sample results, possible to complete the batch step using Touch Screen Operator
Workbench by acknowledging the decision message “Quality status of the step is not valid for completion. Do you
still want to complete the step” to Yes
o As per the WIP validity rule parameter setup “Control batch step status” and Complete Batch Step Automatically”.
On completion of the quality results using Touch Screen Operator window, now the step status is changes to
complete automatically.

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4.4 Oracle Process Manufacturing Financials
4.4.1 Actual Cost Processor
o OPM LCM Purchase Order receipts partially received into Expense Sub inventory
o Cost Calendar, Cost Period and Cost Types more than 4 character length
o Zero Transfer Price considered in costing for Discrete to Process transfers
o Non-Recoverable tax for OPM-LCM Purchase Orders
4.4.2 Cost Rollup
o Batches across periods
o Sourcing rules using profile Profile 'GMF:Compute Ingredient Cost in target organization based on sourcing rules'
is setup 'Yes, in Detail'.
4.4.3 Lot Cost Processor
o OPM Pre-Processor to process Actual Cost Adjustments

4.4.4 OPM Pre-Processor


o OPM Pre-Processor error message
o Journals for COGS using Multiple Sales Order lines
o Correct Journal Postings for WIP Completion Returns
o Create Actual Cost adjustments in Final mode to post to GL
4.4.5 OPM Costing Reports
o Costed IBOM report
o GL Item Cost Detailed report both TXT and XML in Summary Mode
o PPV Report for OPM LCM Purchase Order

4.5 Oracle Process Manufacturing Planning


o When Planned Order suggestion fails, planning suggestion reports completes with warning
o MPS Material activity report is displaying correct order quantity

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5 Testing Recommendations
This section provides high level recommendations for testing functional areas and business flows. These recommendations are based on
the identified functional impact of 12.2.6
5.1 Oracle Process Manufacturing Product Development
5.1.1 Process Operation (Newly added fields information as part of Yield Management)
o Create Process Operation by entering the Yield percentage. Yield is an optional field and it always defaults to
100%. Yield percentage cannot be changed after the status is changed to Approved for General Use.

5.1.2 Process Routings (Newly added fields information as part of Yield Management)
o Create process routing and ensure that yield percentage is derived from the yield defined from the Operation
definition and can be overridden. Change the status of routing to ‘Approved for General Use’ and ensure that
the yield percentage cannot be changed thereafter.

5.1.3 Recipe (Newly added fields information as part of Yield Management)


o Create recipe and ensure that yield percentage is derived from the yield defined from the Operation definition
and can be overridden. Change the status of routing to ‘Approved for General Use’ and ensure that the yield
percentage cannot be changed thereafter.

5.1.4 Others Changes


o Attach technical parameters to quality test and create a specification using the test. In the optimizer window,
see that the parameters values are defaulted from Quality spec and the ingredient quantities can be selected
through 'Select available inventory' option multiple times.
o Create a quality test and attach it to a specification or in the results. Ensure that the test is not editable any
more.
o Creating a validity rule for recipes in ‘Frozen’ status should be possible.
o In a sample, ensure that the evaluation for a test without results can be moved to Cancel or Void
o It should be possible to view validity rules for a specification in ‘Obsolete/ Achieved’ Status,

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5.2 Oracle Process manufacturing Process Execution

Newly added fields and its usage as part of Yield Management


Note: Refer the Release content document and User guide for detail information on Batch Yield Management. Following information is
only a high-level summary.

5.2.1 Create Batch window


o In the Batch creation window, observe that “Heat Number” defaults to Null, and can entered it manually at the
time of Batch creation.

5.2.2 Material Transactions window


 In the Material transactions window / Exceptions window, observe that step number that the material is associated with
is defaulted, and it is allowed to change the step number subject to:
o Batch is not having “calculate step quantity” as disabled, Non-ASQC batch.
o Material is having actual quantity as zero
o Step LOV displays with the status of Pending, WIP and Completed
o Transacting the material or save should change the step material association to the new step
o In the Batch Steps window, Operation yield tab is used to calculate the yield values, this is based on the
Transfer quantities” that enables the user to enter the Intermediate quantities between the steps” in the step
transfer Details region.

5.2.3 Batch Issues / Transactions.


o Observe that an error message is displayed , If the Actual Start date is changed to fall in a closed Period for an
‘In progress’ or completed Batch
o Create reservations for circular Phantom batches (Parent and child) by setting the Process Execution
Parameters as “Auto Detail Batch “Create Only, or Release Only or Create and Release Only.
o Set the profile INV: Transaction Date Validation to “Do not allow date in past period”, and observe that it
prevents correcting material transaction by entering the date in a closed period.

5.3 Oracle Manufacturing Execution Systems for Process Manufacturing


Touchscreen Operator Workbench
5.3.1 Batch having material exceptions, Release/Complete Step

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o For a batch having material exceptions, Release or complete the step using Touch Screen Operator Workbench
by acknowledging the decision message (yes).

5.3.2 Complete Step without entering Quality results


o Without entering the batch step quality results, Complete the step using Touch screen Operator Workbench by
acknowledging the decision message (yes).

5.3.3 Batch step status changes to Completed on completion of the quality task
o Enable the quality parameters “Control batch step status” and “Complete Batch Step Automatically”.
Acknowledge the Quality Task by entering the results and change Disposition to Accept using Touch screen
Operator Workbench, on completion of the quality task step status changes to complete.

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5.4 Oracle Process Manufacturing Financials
5.4.1 Actual Cost Processor
o Create LCM PO transaction verify for Situation-1: OPM Organization and PO is a LCM enabled and
Situation-2: OPM Organization, PO is received when it is not LCM enabled, but then PO line location and PO
distribution is changed to LCM enabled.
o Actual Cost Processor considers Cost Calendar, Cost Period and Cost Types more than 4 character length
o Create Inter-Org transfers from Discrete to Process zero transfer price is being considered properly at receiving
process org for all combinations of Direct, FOB Shipment and FOB receipt and Fiscal Policy options to book
INV at either Item cost (with PPV) or TP (with out PPV)
o Setup Non-Recoverable tax for OPM-LCM Purchase Order and observe that Actual Cost Processor correctly
processes item cost

5.4.2 Cost Rollup

o Batches across periods where co-product is added in say period-2 when ingredients are consumed in period-1
o Create cost for item in source organization and ship the same item to target organization and use that item as
By-product in target organization and make profile Profile 'GMF:Compute Ingredient Cost in target
organization based on sourcing rules' is setup 'Yes, in Detail'. Run cost roll up in target organization. Cost from
source organization get copied to target organization for a by product

5.4.3 Lot Cost Processor


o Test for Scenarios like (1)Inter-Org Transfer from Process to Discrete with in the Same Operating Unit
(2)Inter-Org Transfer from Discrete to Process with in the same Operating Unit (3)IR/ISO from Discrete to
Process Same Operating Unit and (4)IR/ISO from Process to Discrete Same Operating Unit
o Create Actual Cost adjustments and run OPM Pre-Processor and create accounting in Final mode to post to
GL, now re-run OPM Pre-Processor and observe that Final Accounted Actual Cost Adjustments are not
processed by OPM Pre-Processor

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5.4.4 OPM Pre-Processor
o Create and Close the batch in such a way that for one of the Ingredients, costs are copied from another
organization and check for OPM Pre-Processor error message similar to: “Cannot find item record for the item
ID: XXX in ORG: YYY” in place of “Cannot find item record for the item ID: XXX in Item Master”
o Create a Sales Order with Multiple delivery lines and observe that total COGS generated reconciles with total
quantity of Sales Order
o Create a batch and Production Yield is cancelled thru Delete option like deleting above WIP Completion
(menu Inventory>Correct Material Transactions),correct Journal Entries are created for both WIP completion
and WIP completion returns
o Create Actual Cost adjustments and run OPM Pre-Processor and create accounting in Final mode to post to
GL, now re-run OPM Pre-Processor and observe that Final Accounted Actual Cost Adjustments are not
processed by OPP

5.4.5 OPM Costing Reports


o When an ingredient is used multiple times in a formula and run cost rollup followed by Costed IBOM report,
all ingredients including ingredient which is used twice in the formula is correctly displayed along with cost
component class and analysis code on Costed IBOM report
o Run GL Item Cost Detailed report both TXT and XML in Summary Mode
o PPV Report for OPM LCM Purchase Order where Invoice Price is do not match PO Price

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5.5 Oracle Process Manufacturing Planning
5.5.1 When planned order suggestion failed planning suggestion request complete with warning in place of error
o When planning suggestion is not able to find right recipe validity rule to execute the Auto planning suggestion,
the request gets completed with a warning. Run the Collection and Plan and modify the recipes that have auto
planning suggestion to implement in Planning Work Bench. Release Planning Work Bench suggestion and
check if Auto release planning suggestion request completed with warning message.

5.5.2 MPS Material activity report is displaying correct order quantity


o When Sales order is partially reserved, Run the collection plan and check MPS Material Activity Report.
Report displays the order quantity of sales order

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