R12.1 Oracle Bills of Material and Engineering Fundamentals Student Practices

Oracle Internal & Oracle Academy Use Only
R12.1 Oracle Bills of Material

and Engineering
Fundamentals Student
Practices
Activity Guide
D59871GC10
Edition 1.0
September 2009
D60909
Copyright ©2007, 2009, Oracle. All rights reserved.
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Author
Reena Titus
Technical Contributors and Reviewers
Radhakrishnan Angappan, April Nelson
This book was published using: Oracle Tutor

Table of Contents
Oracle Bills of Material and Engineering Fundamentals Supplemental Student Practices......................1-1

R12.1 Oracle Bills of Material and Engineering Fundamentals Supplemental Practices .............................1-3
Objectives ......................................................................................................................................................1-4
Lesson 1- Defining Items...............................................................................................................................1-5
Practice - Creating Items ...........................................................................................................................1-6
Solution – Creating Items ..........................................................................................................................1-8
Practice - Defining and Assigning Item Statuses.......................................................................................1-16
Solution – Defining and Assigning Item Statuses .....................................................................................1-18
Lesson 2- Setting Up Bills of Material and Routings ....................................................................................1-23
Practice - Defining Workday Calendars ....................................................................................................1-24
Solution – Defining Workday Calendars...................................................................................................1-25
Practice - Defining Resources and Departments........................................................................................1-32

Solution – Defining Resources and Departments ......................................................................................1-34
Lesson 3- Creating Bills of Material..............................................................................................................1-41
Practice - Creating Standard Bills of Material ...........................................................................................1-42
Solution – Creating Standard Bills of Material..........................................................................................1-43
Lesson 4- Creating Customized Bills of Material..........................................................................................1-47
Lesson 5- Maintaining Bills of Material........................................................................................................1-48
Practice - Maintaining Bills of Material ....................................................................................................1-49
Solution – Maintaining Bills of Material ...................................................................................................1-50
Lesson 6- Creating Routings .........................................................................................................................1-64
Practice - Defining Routings .....................................................................................................................1-65
Solution – Defining Routings ....................................................................................................................1-67
Practice - Entering and Calculating Lead Times .......................................................................................1-74
Solution – Entering and Calculating Lead Times ......................................................................................1-76
Lesson 7- Maintaining Routings....................................................................................................................1-85
Practice - Defining Standard Operations ...................................................................................................1-86
Solution – Defining Standard Operations ..................................................................................................1-88
Lesson 8- Common Bills of Material and Routing Functionality..................................................................1-93
Practice - Copying Bills of Material ..........................................................................................................1-94
Solution – Copying Bills of Material.........................................................................................................1-95
Practice - Deleting Records .......................................................................................................................1-99
Solution – Deleting Records ......................................................................................................................1-100
Lesson 9- Engineering Overview ..................................................................................................................1-105
Practice - Creating Engineering Items .......................................................................................................1-106
Solution – Creating Engineering Items......................................................................................................1-108
Lesson 10- Setting Up Oracle Engineering ...................................................................................................1-115
Lesson 11- Creating Engineering Change Orders .........................................................................................1-116
Practice - Creating Engineering Change Orders ........................................................................................1-117
Solution – Creating Engineering Change Orders.......................................................................................1-118
Lesson 12- Maintaining Engineering Change Orders....................................................................................1-128
Lesson 13- Transferring and Copying Engineering Items, Bills, and Routings ............................................1-129
Transferring Engineering Items to Manufacturing ....................................................................................1-130
Solution – Transferring Engineering Items to Manufacturing...................................................................1-131
Copying Engineering Items to Manufacturing ..........................................................................................1-133
Solution – Copying Engineering Items to Manufacturing .........................................................................1-134
Copyright © Oracle 2008. All rights reserved.
R12.1 Oracle Bills of Material and Engineering Fundamentals Student Practices Table of Contents
i
Preface
Profile
Before You Begin This Course
• Thorough knowledge of Oracle Inventory
• Working experience with Oracle Bills of Material
• Working experience with Oracle Engineering
Prerequisites

• There are no prerequisites for this course.
How This Course Is Organized
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
iii
Related Publications
Oracle Publications
Title Part Number
Oracle Bills of Material User's Guide E13688-02
Oracle Engineering User's Guide E13687-02
Additional Publications
• System release bulletins
• Installation and user’s guides

• Read-me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine
iv
Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)

(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.
and phrases, For further information, see Oracle7 Server SQL Language
titles of books and Reference Manual.
courses, Enter user_id@us.oracle.com, where user_id is the
variables name of the user.
Quotation Interface elements Select “Include a reusable module component” and click Finish.
marks with long names
that have only This subject is covered in Unit II, Lesson 3, “Working with
initial caps; Objects.”
lesson and chapter
titles in cross-
references
Uppercase SQL column Use the SELECT command to view information stored in the
names, commands, LAST_NAME
functions, schemas, column of the EMP table.
table names
Arrow Menu paths Select File > Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:
[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
v
Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2. (M) From the menu, select Query then Find.
3. (B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
vi
Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
vii
viii
Oracle Bills of Material and
Engineering Fundamentals
Supplemental Student
Practices
Chapter 1
Copyright © Oracle Corporation, 2009. All rights reserved.
Oracle Bills of Material and Engineering Fundamentals Supplemental Student Practices

Chapter 1 - Page 1

Chapter 1 - Page 2
R12.1 Oracle Bills of Material and Engineering Fundamentals
Supplemental Practices

Chapter 1 - Page 3
Objectives

Chapter 1 - Page 4
Lesson 1- Defining Items

Chapter 1 - Page 5
Practice - Creating Items
Overview
In this practice you will create items. In addition to creating the items, you will also review the
newly creating items. The items created in this practice will be used for the remaining practices
in this course.
Assumptions
• Use the Manufacturing and Distribution Manager responsibility to complete this
practice.

• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Creating Items
Use the following table to create items. After you create the items, be sure to assign the items to
the M1-Seatlle Manufacturing organization. ## is your unique identifier.
Item Number Description Template Type Copied Item

##1000 Pentium Computer Finished Good
##1010 17” Monitor Purchased Item
##1020 101 Keyboard ##1010
##1030 Mouse ##1010
##1040 CPU Chassis Subassembly
##2010 Motherboard ##1040
##2011 New Motherboard ##1040
##2020 Serial Board ##1010
##2030 1.6 GB Hard Drive ##1010
##2040 3.5 Disk Drive ##1010
##3010 Blank Board ##1010
##3020 586 133mHz IC ##1010
##3030 Resistor ##1010
##3031 New Resistor ##1010
##3040 Integrated Circuit ##1010

Chapter 1 - Page 6
Searching Items
Using the Item Search window, perform a search for all your newly created items. When you
finish searching for your ## items, perform a search for all Pentium computers.
Reviewing Items
Using the Find Item Information window, review one or more of your items. Look at the
attributes for one of your ## items.

Chapter 1 - Page 7
Solution – Creating Items
Creating Items
Responsibility = Manufacturing and Distribution Manager
1. Use the following table to create items. After you create the items, be sure to assign the
items to the M1-Seatlle Manufacturing organization. ## is your unique identifier.
Item Number Description Template Type Copied Item

##1000 Pentium Computer Finished Good

##1010 17” Monitor Purchased Item
##1020 101 Keyboard ##1010
##1030 Mouse ##1010
##1040 CPU Chassis Subassembly
##2010 Motherboard ##1040
##2011 New Motherboard ##1040
##2020 Serial Board ##1010
##2030 1.6 GB Hard Drive ##1010
##2040 3.5 Disk Drive ##1010
##3010 Blank Board ##1010
##3020 586 133mHz IC ##1010
##3030 Resistor ##1010
##3031 New Resistor ##1010
##3040 Integrated Circuit ##1010
2. Navigate to the Master Items window.
• (N) Inventory > Items > Master Items
3. Enter the item number and description.

Chapter 1 - Page 8
4. Apply a template or copied item. Enter a value for Template Type or Copied Item.
• (M) Tools > Copy From
5. Select Apply, and then Done.

Chapter 1 - Page 9
6. Save your item.
7. Assign your item to the M1-Seattle Manufacturing organization.
• (M) Tools > Organization Assignment

Chapter 1 - Page 10
8. Save your work
9. Repeat these steps to create all the items in the table.
Searching Items
10. Using the Item Search window, perform a search for all your newly created items. When
you finish searching for your ## items, perform a search for all Pentium computers.
11. Navigate to the Item Search window.
• (N) Inventory > Items > Item Search
12. In the Item Mask field enter ##%. (## is your unique identifier)

Chapter 1 - Page 11
13. Select Find.
• (B) Find

Chapter 1 - Page 12
14. After reviewing the search results, close the Item Search window.
15. Search for all Pentium computers.
16. In the Find Items window enter %entium% in the Description field.
17. Select Find.
• (B) Find
18. Review the search results.
Reviewing Items
19. Using the Find Item Information window, review the attributes for one or more of your ##
items.
20. Navigate to the Find Item Information window.

Chapter 1 - Page 13
• (N) Inventory > Items > Item Information
21. In the Item field, enter one of your ## items.

22. Select Attributes.
• (B) Attributes
23. If you receive an error, select OK.
• (B) OK
24. Review the attribute information.

Chapter 1 - Page 14
25. Close the Item Attributes window.

Chapter 1 - Page 15
Practice - Defining and Assigning Item Statuses
Overview
In this practice you will define a new item status code. In addition to creating the item status
code, you will create a new inventory item and assign the newly defined item status code to the
item.
Assumptions
practice.

Tasks
Creating Item Status Codes
Define a Prototype status using your unique identifier ##. Use the following information to
complete the task.
− Status ##PROTO
− Description ## Prototype Status
− BOM Allowed Yes
− Build in WIP No
− Customer Orders Enabled No
− Internal Orders Enabled Yes
− Invoice Enabled No
− Purchasable No
− Stockable Yes
− Transactable Yes
Defining Items
Define a new finished good item called ##_NP and assign it to the M1-Seattle Manufacturing
organization.
Reviewing Item Information
Review the status and attributes.
What is the status of your part? __________________________________________
How are the following attributes set?
BOM Allowed ____________________________________________________


Chapter 1 - Page 16
Build in WIP _____________________________________________________
Customer Orders Enabled ___________________________________________
Internal Orders Enabled _____________________________________________
Invoice Enabled ___________________________________________________
Purchasable ______________________________________________________
Stockable ________________________________________________________
Transactable ______________________________________________________
Updating Item Status Information

In the Item Master window change your item’s status to ##PROTO and save your work. Query
the item again and note the values for the item attributes.
Which attributes changed? ______________________________________________
Is this consistent with the values for the prototype item status? __________________

Chapter 1 - Page 17
Solution – Defining and Assigning Item Statuses
Creating Item Status Codes
1. Define a Prototype status using your unique identifier ##. Use the following information to
complete the task.
− Status ##PROTO
− Description ## Prototype Status
− BOM Allowed Yes
− Build in WIP No
− Customer Orders Enabled No

− Internal Orders Enabled Yes
− Invoice Enabled No
− Purchasable No
− Stockable Yes
− Transactable Yes
2. Navigate to the Item Status window.
• (N) Inventory > Setup > Items > Status Codes
3. Enter the status code information from the list above.

Chapter 1 - Page 18
4. Save your work.
Defining Items
5. Define a new finished good item called ##_NP and assign it to the M1-Seattle
Manufacturing organization.
6. Navigate to the Item Master window
7. Enter the following information:

− Item Name

##_NP
− Description ## New Part
8. Apply the Finished Good template
9. Select Apply, and then Done.

Chapter 1 - Page 19
10. Save your work.
11. Enable the item in organization M1.
12. Select the Assign box for M1.
13. Save your work.
Reviewing Item Information
14. Review the status and attributes for item ##_NP.
• (N) Inventory > Items > Item Information
15. Enter your item ##_NP and select Attributes. Oracle Internal & Oracle Academy Use Only
• (B) Attributes
16. Answer the following questions:
What is the status of your part? Active
How are the following attributes set?

Chapter 1 - Page 20
BOM Allowed: Yes
Build in WIP: Yes
Customer Orders Enabled: Yes
Internal Orders Enabled: Yes
Invoice Enabled: Yes
Purchasable: Yes
Stockable: Yes
Transactable: Yes

Updating Item Status Information
17. Change your item’s status to ##PROTO.
18. Navigate to the Item Master window
19. In the Main tab of the Master Item window, change the Item Status to ##PROTO.

Chapter 1 - Page 21
20. Save your work.
21. Query item ##_NP again and note the values for the item attributes.
Which attributes changed? Build in WIP, Customer Orders Enabled, Invoice Enabled, and
Purchasable
Is this consistent with the values for the prototype item status? Yes

Chapter 1 - Page 22
Lesson 2- Setting Up Bills of Material and Routings

Chapter 1 - Page 23
Practice - Defining Workday Calendars
Overview
In this practice you will define a workday calendar with exceptions. To build a workday
calendar, you will:
• Define an exception set
• Define a workday pattern
• Build the calendar

Assumptions
practice.
Tasks
Defining Workday Exception Sets
Define a workday exception set named ##-EXCEPT. Enter three exception dates in 2006.
Defining Workday Calendars
Define a calendar workday pattern with the information below. Load the workday exception set
you created earlier and then build your calendar.
− Name ##-CAL
− Description Calendar for ##
− Quarterly Type 4/4/5 week pattern
− Calendar Date Ranges From 02-JAN-2006 To 29-DEC-2006
− Seq 1
− Days On 5
− Days Off 2
− Description Regular work week
Reviewing Calendar Information
Review your new calendar in the Inventory responsibility. Verify the exception dates appear.

Chapter 1 - Page 24
Solution – Defining Workday Calendars
Defining Workday Exception Sets
1. Define a workday exception set named ##-EXCEPT. Enter three exception dates in 2006.
2. Navigate to the Exception Templates window.
• (N) Bills of Material > Setup > Exception Templates
3. Enter ##-EXCEPT in the Template field, a description in the Description field, and three

exception dates in the Date fields
4. Save your work.
Defining Workday Calendars
5. Define a calendar workday pattern with the information below. Load the workday exception
set you created earlier and then build your calendar.
− Name ##-CAL

Chapter 1 - Page 25
− Seq 1
− Days On 5
− Days Off 2
6. Navigate to the Workday Calendar window.
• (N) Bills of Material > Setup > Calendars
7. In the Workday Calendar window, enter the following information:

− Name ##-CAL

8. Select Workday Pattern.
• (B) Workday Pattern
9. Enter the following information:

− Seq 1
− Days On 5
− Days Off 2

Chapter 1 - Page 26
10. Save your work and close the Workday Patterns window.
11. In the Workday Calendar window, select Dates.
• (B) Dates
12. You should see the days of your workweek blacked out.

Chapter 1 - Page 27
13. Select Exception List.
• (B) Exception List
14. Select Load.
• (B) Load
15. In the Template field, select the exception set you created earlier.

Chapter 1 - Page 28
16. Select OK.
• (B) OK
17. You should see your calendar with the exceptions on it.

Chapter 1 - Page 29
18. Select OK.
19. Build the calendar.
• (M) Tools > Build
20. A concurrent process is run to build the calendar/exceptions. Note the concurrent process
number ____________________ and select OK.
21. Verify the concurrent process completed normally.
• (M) View > Requests
Reviewing Calendar Information

22. Review your new calendar in the Inventory responsibility. Verify the exception dates
appear.
23. Navigate to the Calendar window.
• (N) Inventory > Setup > Organizations > Calendars
24. Query your calendar.
25. Select Dates.
• (B) Dates
26. Review your exception dates.

Chapter 1 - Page 30

Chapter 1 - Page 31
Practice - Defining Resources and Departments
Overview
In this practice you will define new resources and departments.
Assumptions
practice.

Tasks
Defining Department Class Codes
Define a Department Class Code ##PCMFG with a description of PC Manufacturing Department

Class. ## is a unique identifier.
Defining Resources
Define resources using the information below:
Resource Description Type

##Inserter Auto Inserter Machine
##Assblr Labor Grade 1 Person
##Tester Tester Person
For each resource use the additional information below:

− UOM HR
− Charge Type WIP Move
− Default Basis Item
− Costed Yes
− Standard Rate Yes
− Absorption Account Use any account number
− Variance Account Use any account number
− Overheads Blank
− Rates Frozen - $45.00

Chapter 1 - Page 32
Defining Departments
Define departments using the table information below:
Department Description Class Resource Available Share Units Shifts

Name 24 Hours
##AutoIns Auto ##PCMFG ##Inserter No No 1 1
Insertion
##ManAssy Manual ##PCMFG ##Assblr No No 10 1
Assembly
##Test Testing ##PCMFG ##Tester No No 3 1
##PCFinal PC Final ##PCMFG ##Assblr No No 4 1

Assembly
##PCFinal PC Final ##PCMFG ##Tester No No 2 1
Assembly

Chapter 1 - Page 33
Solution – Defining Resources and Departments
Defining Department Class Codes
1. Define a Department Class Code ##PCMFG with a description of PC Manufacturing

Department Class. ## is a unique identifier.
2. Navigate to the Department Classes window.
• (N) Bills of Material > Setup > Department Classes

3. Enter Department Class Code ##PCMFG with a description of PC Manufacturing
Department Class.
4. Save your work.
Defining Resources
5. Navigate to the Resources window.
• (N) Bills of Material > Routings > Resources
6. Define resources using the information below:

Chapter 1 - Page 34
Resource Description Type
##Inserter Auto Inserter Machine
##Assblr Labor Grade 1 Person
##Tester Tester Person
For each resource use the additional information below:

− UOM HR
− Charge Type WIP Move
− Default Basis Item
− Costed Yes
− Standard Rate Yes

− Absorption Account Use any account number
− Variance Account Use any account number
− Overheads Blank
− Rates Frozen - $45.00

Chapter 1 - Page 35

Chapter 1 - Page 36
7. Remember to save your work.
Defining Departments
8. Navigate to the Departments window.
• (N) Bills of Material > Routings > Departments
9. Define departments using the table information below:

Chapter 1 - Page 37
Department Description Class Resource Available Share Units Shifts
Name 24 Hours
##AutoIns Auto ##PCMFG ##Inserter No No 1 1
Insertion
##ManAssy Manual ##PCMFG ##Assblr No No 10 1
Assembly
##Test Testing ##PCMFG ##Tester No No 3 1
##PCFinal PC Final ##PCMFG ##Assblr No No 4 1
Assembly
##PCFinal PC Final ##PCMFG ##Tester No No 2 1
Assembly

10. Enter Department, Description, and Class.
11. Select Resources.
• (B) Resources
12. Enter Resource, Available 24 Hours, Share, and Units.

Chapter 1 - Page 38
13. Select Shifts.
• (B) Shifts
14. Enter the shift information.

Chapter 1 - Page 39
15. Save your work.
16. Follow the same steps to enter the remaining departments.

Chapter 1 - Page 40
Lesson 3- Creating Bills of Material

Chapter 1 - Page 41
Practice - Creating Standard Bills of Material
Overview
In this practice you will create three different standard bills of material.
Assumptions
practice.

Tasks
Creating Standard Bills of Material
Create three bills of material for items ##1000, ##1040, and ##2010.

Chapter 1 - Page 42
Solution – Creating Standard Bills of Material
Creating Standard Bills of Material
1. Create three bills of material for items ##1000, ##1040, and ##2010.
2. Navigate to the Bills of Material window.
• (N) Bills of Material > Bills > Bills
3. The following diagram represents the structures you will create. Enter components and

quantities; leave all other information as it defaults. Be careful to include the correct
quantities of components in your bills.

Chapter 1 - Page 43

Chapter 1 - Page 44

Chapter 1 - Page 45

Chapter 1 - Page 46
Lesson 4- Creating Customized Bills of Material

There are no Practices and Demonstrations in this Lesson

Chapter 1 - Page 47
Lesson 5- Maintaining Bills of Material

Chapter 1 - Page 48
Practice - Maintaining Bills of Material
Overview
In this practice you will compare bills of material, create an alternate bill of material, and attach
a text document to a bill of material. You will also check a bill of material for bill loops and view
an indented bill of material.
Assumptions
practice.

Tasks
Comparing Bills of Material
Compare bill of material ##1040 to bill of material ##2010.
Creating Alternate Bills of Material
Create an alternate name called ##SUB for a substitute part.
Create an alternate bill of material for item ##2010 using the alternate name ##SUB. Replace
item ##3010 with a different ##3010 for your alternate bill of material.
Enabling Items and Copying Bills of Material in Different Organizations
Enable items ##2010, ##3010, ##3020, and ##3030 in organization M2-Boston Manufacturing.
Copy item’s ##2010 bill of material from the M1-Seattle Manufacturing organization to the M2-
Boston Manufacturing organization.
Performing Loop Checks
Perform a loop check for item ##1000.
Attaching Text Documents
Attach a text document to item ##1000.
Viewing Indented Bills of Material
View the indented bill of material for item ##1000.

Chapter 1 - Page 49
Solution – Maintaining Bills of Material
Comparing Bills of Material
1. Compare bill of material ##1040 to bill of material ##2010.
2. Navigate to the Comparison window.
• (N) Bills of Material > Bills > Comparison
3. Enter the two bills to compare.
4. Select Compare.
• (B) Compare

Chapter 1 - Page 50
Creating Alternate Bills of Material
5. Create an alternate name called ##SUB for a substitute part.
6. Navigate to the Alternates window
• (N) Bills of Material > Setup > Alternates
7. Insert a new record or click on the next available line.
8. Type ##SUB and enter a description.

Chapter 1 - Page 51
9. Save your work.
10. Create an alternate bill of material for item ##2010 using the alternate name ##SUB.
Replace item ##3010 with a different ##3010 for your alternate bill of material.
12. Enter your item ##2010, then from the LOV in the Alternate field, select ##SUB.

Chapter 1 - Page 52
13. Copy bill of material ##2010.
• (M) Tools > Copy Bill From

Chapter 1 - Page 53
14. Replace item ##3010 with a different ##3010.

Chapter 1 - Page 54
15. Save your work.
Enabling Items and Copying Bills of Material in Different Organizations
16. Enable items ##2010, ##3010, ##3020, and ##3030 in organization M2-Boston
Manufacturing.
17. Navigate to the Master Item window.
18. Query items ##2010, ##3010, ##3020, and ##3030 and enable them in organization M2-
Boston Manufacturing.

Chapter 1 - Page 55
19. Copy item’s ##2010 bill of material from the M1-Seattle Manufacturing organization to M2-
Boston Manufacturing organization.
20. Change your organization to M2-Seattle Manufacturing.

Chapter 1 - Page 56
22. Copy bill of material ##2010 from organization M1.

Chapter 1 - Page 57
23. You now have a bill of material for ##2010 in organizations M1 and M2.

Chapter 1 - Page 58
24. Save your work.
Performing Loop Checks
25. Perform a loop check for item ##1000.
26. Change your organization back to M1-Seattle Manufacturing.
28. Find item ##1000.
29. Check for loops.

• (M) Tools > Check for Loops
30. A note displays. Select OK.

Chapter 1 - Page 59
Attaching Text Documents

31. Remain in the Bills of Material window with item ##1000.
32. Attach a text document to item ##1000.
33. Select the paper clip icon.
34. In the Attachments window, click in the category field and choose Miscellaneous from the
LOV.
35. Enter a brief description.
36. In the Data Type field, select Text in the LOV.
37. Enter a text statement.

Chapter 1 - Page 60
38. Save your work.
39. Close the Attachments window.
40. Test your attachment. Query on item ##1000 again.
41. Is the paper clip icon different? ___________
42. Select the paper clip and review the attachment.
Viewing Indented Bills of Material
43. View the indented bill of material for item ##1000.
44. Navigate to the Find Indented Bills of Material window.
• (N) Bills of Material > Bills > Indented Bills
45. Enter item ##1000 and select Find.

Chapter 1 - Page 61
46. Review the bill of material. Click on the +/- buttons at the bottom of the window.

Chapter 1 - Page 62

Chapter 1 - Page 63
Lesson 6- Creating Routings

Chapter 1 - Page 64
Practice - Defining Routings
Overview
In this practice you will define routings for items ##1000, ##1040, and ##2010.
Assumptions
practice.

Tasks
Defining Routings
1. Create a routing for item ##1000 using the table below. For each resource use HR for UOM
and Yes for Schedule.
Operation Department Description Resource Resource Basis Usage Assigned

Sequence Sequence Name Rate Units
100 ##PCFINAL Assemble 10 ##Assblr Item .25 4
PC
200 ##PCFINAL Test PC 10 ##Tester Item .5 1

100 ##PCFINAL Assemble 10 ##Assblr Item .5 4
CPU
Chassis
200 ##PCFINAL Test CPU 10 ##Tester Item 1 1
Chassis

Chapter 1 - Page 65

100 ##AutoIns Machine 10 ##Inserter Lot 2 1
install
components
20 ##Inserter Item 1 1
200 ##ManAssy Hand install 10 ##Assblr Item .1 10
components

300 ##Test Test 10 ##Tester Item 2 1
motherboard

Chapter 1 - Page 66
Solution – Defining Routings
Defining Routings
1. Navigate to the Routings window.
• (N) Bills of Material > Routings > Routings

100 ##PCFinal Assemble 10 ##Assblr Item .25 4
PC
200 ##PCFinal Test PC 10 ##Tester Item .5 1
3. Enter Operation Sequence and Department in the Routings window under the Main tab.

Chapter 1 - Page 67
4. Enter Description under the Description tab in the Routings window.

Chapter 1 - Page 68
5. Select Operation Resources.
• (B) Operation Resources
6. Enter Resource Sequence, Resource Name, UOM, Basis, and Usage Rate under the Main tab
in the Operation Resources window.

Chapter 1 - Page 69
7. Enter Assigned Units and Schedule under the Scheduling tab.

Chapter 1 - Page 70
8. Save your work.
9. Return to the Routings window and enter the remaining information for Operation Sequence
200 for item ##1000.

Chapter 1 - Page 71

100 ##PCFinal Assemble 10 ##Assblr Item .5 4
CPU
Chassis
200 ##PCFinal Test CPU 10 ##Tester Item 1 1
Chassis

Chapter 1 - Page 72
install
components
components
300 ##Test Test 10 ##Tester Item 2 1
motherboard

Chapter 1 - Page 73
Practice - Entering and Calculating Lead Times
Overview
In this practice you will enter lead times. In addition to entering the lead times, you will also
calculate and review the lead times.
Assumptions
practice.

Tasks
Entering Lead Times
1. Enter lead times for your buy items in organization M1 using the following table. ## is your
unique identifier.
Item Number Preprocessing LT Processing LT Postprocessing LT

##1010 5 5
##1020 5 5
##1030 5 5
##2020 5 5 2
##2030 5 5
##2040 5 5
##3010 5 10 2
##3020 5 60 1
##3030 5 5
##3040 5 30 1
2. Enter lot sizes of 100 pieces for items ##1000, ##1040, and ##2010.
Calculating Lead Times
3. Calculate lead times for items ##2010, ##1040, and ##1000.

Chapter 1 - Page 74
4. View the fixed, variable, and processing lead times for items ##2010, ##1040, and ##1000.
5. Roll up the cumulative lead time for item ##1000.
6. View the cumulative lead time for item ##1000.
7. View the indented bill of material for item ##1000. Review the lead times for the
components.

Chapter 1 - Page 75
Solution – Entering and Calculating Lead Times
Entering Lead Times
1. Enter lead times for your buy items in organization M1 using the table below. ## is your
unique identifier.
2. Navigate to the Organization Items window.
• (N) Inventory > Items > Organization Items

3. Enter the following information under the Lead Times tab:
Item Number Preprocessing LT Processing LT Postprocessing LT

##1010 5 5
##1020 5 5
##1030 5 5
##2020 5 5 2
##2030 5 5
##2040 5 5
##3010 5 10 2
##3020 5 60 1
##3030 5 5
##3040 5 30 1

Chapter 1 - Page 76
4. Enter lot sizes of 100 pieces for items ##1000, ##1040, and ##2010.

Chapter 1 - Page 77
Calculating Lead Times
5. Calculate lead times for items ##2010, ##1040, and ##1000.
6. Navigate to the Lead Time window.
• (N) Bills of Material > Routings > Lead Times
7. Select Single Request and OK.
8. Select Calculate Manufacturing Lead Times in the LOV for the Request Name.
9. Enter specific item ##2010 in the Parameters window.
10. Submit the request.
11. Repeat these steps for items ##1040 and ##1000.

Chapter 1 - Page 78
12. View the fixed, variable, and processing lead times for items ##2010, ##1040, and ##1000.
13. Navigate to the Organization Item window.
• Inventory > Items > Organization Items
14. Find the items and select the Lead Time tab to review the lead times.

Chapter 1 - Page 79
15. Roll up the cumulative lead time for item ##1000.
16. Navigate to the Lead Time window.
• (N) Bills of Material > Routings > Lead Times
17. Select Single Request and OK.
18. In the Name field, select Rollup Cumulative Lead Times.
19. Specify item ##1000.
20. Submit the request.

Chapter 1 - Page 80
21. View the cumulative lead times for item ##1000.
22. Navigate to the Organization Item window.
• Inventory > Items > Organization Items
23. Find item ##1000 and select the Lead Time tab.

Chapter 1 - Page 81
24. View the indented bill of material for item ##1000. Review the lead times for the
components.
25. Navigate to the Find Indented Bills of Material window.
• (N) Bills of Material > Bills > Indented Bills
26. Enter item ##1000 and select the Lead Time check box.

Chapter 1 - Page 82
27. Select Find.
• (B) Find
28. Review the lead times for the components.

Chapter 1 - Page 83

Chapter 1 - Page 84
Lesson 7- Maintaining Routings

Chapter 1 - Page 85
Practice - Defining Standard Operations
Overview
In this practice you will define a standard operation and create an alternate routing.
Assumptions
practice.

Tasks
Defining Standard Operations
1. Create a standard operation for the test operation called ##TE using the table below.
Department Resource Description Resource UOM Basis Usage Assigned

Sequence Name Rate Units
##Test 10 Test ##Tester HR Item 2 1
motherboard
Defining Alternate Routings
2. Create an Alternate Name called ##ALT.
3. Create an alternate routing using ##ALT for item ##2010 using the table below.
Department Operation Description Resource Resource Usage Basis Assigned

##AutoIns 100 Machine 10 ##Inserter 2 Lot 1
install
components
20 ##Inserter 1 Item 1
##ManAssy 200 Hand install 10 ##Assblr .1 Item 10
components

Chapter 1 - Page 86
4. Add Operation Sequence 300 to your alternate routing for item ##2010. Enter your standard
operation ##TE for Operation Sequence 300.

Chapter 1 - Page 87
Solution – Defining Standard Operations
Defining Standard Operations
1. Create a standard operation for the test operation called ##TE using the table below.
2. Navigate to the Standard Operations window.
• (N) Bills of Material > Routings > Standard Operations

Department Resource Description Resource UOM Basis Usage Assigned
Sequence Name Rate Units
##Test 10 Test ##Tester HR Item 2 1
motherboard
3. Enter the Code, Description, and Department in the Standard Operations window.
4. Select Operation Resources.
• (B) Operation Resources


Chapter 1 - Page 88
5. Enter Resource Sequence, Resource Name, UOM, Basis, and Usage Rate in the Resources
window under the Main tab.

6. Enter Assigned Units under the Schedule tab.

Chapter 1 - Page 89
7. Save your work.
Defining Alternate Routings
8. Create an Alternate Name called ##ALT.
9. Navigate to the Alternates window.
• (N) Bills of Material > Setup > Alternates
10. Enter ##ALT and a description. ## is your unique identifier.
11. Save your work.

Chapter 1 - Page 90
12. Navigate to the Routings window.
• (N) Bills of Material > Routings > Routings
13. Create an alternate routing using ##ALT for item ##2010 using the table below.

install
components
components
14. Add Operation Sequence 300 to your alternate routing for item ##2010. Enter your standard
operation ##TE for Operation Sequence 300. Check the referenced checkbox.

Chapter 1 - Page 91
15. Save your work.

Chapter 1 - Page 92
Lesson 8- Common Bills of Material and Routing Functionality

Chapter 1 - Page 93
Practice - Copying Bills of Material
Overview
In this practice you will create a new bill of material by copying an existing bill of material.
Assumptions
practice.

Tasks
Copying Bills of Material
Create a new bill of material for item ##2011 by copying the bill of material for item ##2010.
Add component ##3031 for 20 pieces and disable item ##3030.

Chapter 1 - Page 94
Solution – Copying Bills of Material
Copying Bills of Materials
1. Create a new bill of material for item ##2011 by copying the bill of material for item
##2010. Add component ##3031 for 20 pieces. Disable item ##3030.

3. Enter ##2011 as the new bill of material.
4. Copy from bill of material ##2010.
• (M) Tools > Copy Bill From

Chapter 1 - Page 95
5. In the Item field, enter ##2010.

6. Select Copy.
• (B) Copy
7. Acknowledge note, select OK.

Chapter 1 - Page 96
8. Add a new item sequence 35 for item ##3031 for 20 pieces.

9. Disable item ##3030.
10. Select the Date Effectivity tab and enter today’s date as the To date for item ##3030.
11. Save your work.
12. Exit to the main menu.
13. Query item ##2011 again in the Bills of Material window and review the results.

Chapter 1 - Page 97

Chapter 1 - Page 98
Practice - Deleting Records
Overview
In this practice you will delete a component you created during this course. You will create a
delete group, run a check on the group, and process the deletion.
Assumptions
practice.

Tasks
Deleting Records
1. Delete component ##3040 from the bill of material for item ##2010.
2. Use the following information to delete component ##3040:

− New Group Name ##001 (## is your unique identifier)
− Description ## Component Delete Group
3. Run a check for errors on your newly created delete group.
4. Delete the component.
5. Verify component ##3040 is deleted from bill ##2010.

Chapter 1 - Page 99
Solution – Deleting Records
Deleting Records
1. Delete component ##3040 from the bill of material for item ##2010.
3. Find bill ##2010.

4. Place your cursor on component ##3040 to delete it.
5. Select the Delete icon in the toolbar.

Chapter 1 - Page 100
6. The Delete Component window opens.
7. Select New Group.
• (B) New Group

8. Enter ##001 for the New Group Name. ## is your unique identifier.
9. Enter ## Component Delete Group for the Description. ## is your unique identifier.
10. Select OK.
• (B) OK
11. Save your work.
12. Run a check for errors on your newly created delete group.
13. Navigate to the Delete Groups window.
• (N) Bills > Delete Groups

14. Find your delete group ##001.

15. Select the Check Group button.
• (B) Check Group
16. Note your concurrent request ID. _____________
17. After the request has completed, select the Components button.
• (B) Components

18. The Results tab shows the status is OK.
19. If you have errors, the Error button is enabled and you can drill down to find out more
information.
20. Close the Components window.
21. Select the Delete Group button and write down your request number.
• (B) Delete Group
22. After the request completes normally, bill component ##3040 should be deleted. Verify the
result.


Lesson 9- Engineering Overview

Practice - Creating Engineering Items
Overview
In this practice you will create engineering items, bills of material, and routings.
Assumptions
practice.

Tasks
Creating Engineering Items
1. Create five engineering items.
2. Use the table below to create the engineering items.
Item Number Description Copied From

##5000 Pentium Computer ##1000
##5010 17” Monitor ##1010
##5020 101 Keyboard ##1020
##5030 Mouse ##1030
##5040 CPU Chassis ##1040
3. Assign all the items to the M1-Seattle Manufacturing organization.
4. What is the difference between engineering item ##5000 and manufacturing item ##1000?
__________________________________________________________________________
__________________________________________________________________________
Creating Engineering Bills of Material
5. Use the newly created engineering items to create a bill of material for engineering item
##5000.

6. Enter the components and quantities from the diagram. Leave all other information as it
defaults.
7. What is the difference between engineering bill of material for item ##5000 and the
manufacturing bill of material for item ##1000?
__________________________________________________________________________
__________________________________________________________________________
Creating Engineering Routings
8. Create an engineering routings for item ##5000.
9. To create the routing for item ##5000, copy routing ##1000.
10. What is the difference between the engineering routing for item ##5000 and the
manufacturing routing for item ##1000?
__________________________________________________________________________
__________________________________________________________________________

Solution – Creating Engineering Items
Creating Engineering Items
1. Create five engineering items.
2. Navigate to the Engineering Master Item window.
• (N) Engineering > Prototypes > Items > Master Items
3. Use the table below to create the engineering items.

Item Number Description Copy From
##5000 Pentium Computer ##1000
##5010 17” Monitor ##1010
##5020 101 Keyboard ##1020
##5030 Mouse ##1030
##5040 CPU Chassis ##1040

4. Assign all the items to the M1-Seattle Manufacturing organization.

5. What is the difference between engineering item ##5000 and manufacturing item ##1000?
The Engineering Item flag on the Bills of Material tab is selected.

Creating Engineering Bills of Material
6. Navigate to the Engineering Bills of Material window.
• (N) Engineering > Prototypes > Bills > Bills
7. Use the newly created engineering items to create a bill of material for engineering item
##5000.

8. Enter the components and quantities from the diagram. Leave all other information as it
defaults.

9. Save your work.
10. What is the difference between the engineering bill of material for item ##5000 and the
manufacturing bill of material for item ##1000?
The Engineering Bill flag is selected.

Creating Engineering Routings
11. Create an engineering routing for item ##5000.
12. Navigate to the Engineering Routings window.
• (N) Engineering > Prototypes > Routings > Routings
13. To create the routing for item ##5000, copy routing ##1000.
14. Enter your item in the Engineering Routings window and select Copy From in the Tools
menu.
• (M) Tools > Copy Routing From
15. Enter item ##1000 and select Copy.

16. Save your work.
17. What is the difference between the engineering routing for item ##5000 and the
manufacturing routing for item ##1000?
The Eng Routing flag is selected.

Lesson 10- Setting Up Oracle Engineering


Lesson 11- Creating Engineering Change Orders

Practice - Creating Engineering Change Orders
Overview
In this practice you will create an engineering change order. You will also release and implement
the engineering change order.
Assumptions
practice.

Tasks
Creating Items
1. Create item ##Super1010 by copying item ##1010. Enable item ##Super1010 in

organization M1.
Creating Engineering Change Orders
2. Create an engineering change order to revise the bill of material for item ##1000. Disable
item ##1010 and add/replace it with item ##Super1010. Make it effective one month from
today. Use the following information to create the engineering change order:
− ECO Name ##_ECO
− Type Product change
− Requester Abbott, Rachel
− ECO Dept. Design Engineering
− Item ##1000
− Effective Date One month from today
− Action Add ##Super1010
− Action Disable ##1010
Releasing, Reviewing, and Implementing Engineering Change Orders
3. Release the engineering change order.
4. View the ##1000 bill of material to note the pending change. Compare the ##1000 current
bill of material with the ##1000 pending bill of material.
5. Implement the engineering change order.

Solution – Creating Engineering Change Orders
Creating Items
1. Create item ##Super1010 by copying item ##1010 and enabling it in organization M1-
Seattle Manufacturing.
2. Navigate to the Master Item window.

3. Enter item name ##Super1010 and a description of ## Super Item 1010.
4. From the Tools menu, select Copy From.
5. Enter ##1010 in the Item field and select Apply and then Done.

6. Save your item.
7. Enable item ##Super1010 in organization M1.
8. In the Tools menu, select Organization Assignment.
9. Select organization M1.

10. Save your work.
Creating Engineering Change Orders
11. Create an engineering change order to revise the bill of material for item ##1000. Disable
item ##1010 and add/replace it with item ##Super1010. Make it effective one month from
today.
12. Navigate to the Engineering Change Order window.
• (N) Engineering > ECOs > ECOs

13. Use the following information to create the engineering change order:
− ECO Name ##_ECO
− Type Product Change
− Requester Rachel Abbott
− ECO Dept. Design Engineering

14. Select the Revised Items button and enter the following information:
− Item ##1000
− Effective Date One month from today

15. Select the Components button and enter the following information:
− Action Add ##Super1010
− Action Disable ##1010

16. After entering the revised components, save the engineering change order. It should have an
approval status of Approved.
Releasing, Reviewing, and Implementing Engineering Change Orders
17. Release the engineering change order.
18. From the Tools menu in the Engineering Change Order window, change the status to
Release. This will save the engineering change order with the new status.
• (M) Tools > Release


19. View the ##1000 bill of material to note the pending change.
21. Find ##1000 and uncheck the Implemented Only checkbox.
22. A Caution window displays. Select OK.
• (B) OK

23. Compare the ##1000 current bill of material with the ##1000 pending bill of material. You
can do this by re-selecting the Implemented Only check box.
24. Implement the engineering change order.
25. Navigate to the Engineering Change Order window.
• (N) Engineering > ECOs > ECOs
26. Find ##_ECO.
27. Change the status to Implement.
• (M) Tools > Implement
28. A decision window displays asking if you want to implement the ECO.

29. Select Yes.
• (B) Yes

30. A concurrent request is submitted.
31. Verify the request completes normally.
32. Review the ##_ECO and the bill of material for item ##1000.


Lesson 12- Maintaining Engineering Change Orders


Lesson 13- Transferring and Copying Engineering Items, Bills,
and Routings

Transferring Engineering Items to Manufacturing
Overview
In this practice you will transfer engineering items to manufacturing and review the results.
Assumptions
practice.

Tasks
1. Transfer the following engineering items to manufacturing:

− ##5020 101 Keyboard
− ##5030 Mouse
− ##5040 CPU Chassis
2. Verify your transfers by using the following windows / inquiries in Inventory:

− Item Information
− Organization Items
− Master Items
3. Verify your transfers by using the following windows / inquiries in Engineering:

− Master Items
4. Can you see items ##5020, ##5030, and ##5040 in Engineering?
__________________________________________________________________________
__________________________________________________________________________

Solution – Transferring Engineering Items to Manufacturing
1. Navigate to the Transfer to Manufacturing window.
• (N) Engineering > Prototypes > Transfer to Manufacturing
2. Transfer the following engineering items to manufacturing:

− ##5020 101 Keyboard
− ##5030 Mouse

− ##5040 CPU Chassis

3. Enter the item names and select Transfer.
• (B) Transfer
4. A note displays. The process completed. Select OK.
• (B) OK
5. Verify your transfers by using the following windows / inquiries in Inventory:

− Items > Item Information - Item Information
− Items > Organization Items - Organization Items
− Items > Master Items - Master Items

6. Verify your transfers by using the following windows / inquiries in Engineering:
− Prototypes > Items > Organization Items - Organization Items
− Prototypes > Items > Master Items - Master Items
7. Can you see items ##5020, ##5030, and ##5040 in Engineering?
No - The items have been transferred to Manufacturing and no longer exist in Engineering.

Copying Engineering Items to Manufacturing
Overview
In this practice you will copy engineering items to manufacturing and review the results.
Assumptions
practice.

Tasks
1. Use the following information to copy engineering items ##5000 and ##5010 to
manufacturing:
Item Transfer Transfer Bill Transfer New Item Description

Item Routing
##5000 Yes Yes Yes ##5000M Mfg Pentium
Computer
##5010 Yes No No ##5010M Mfg 17 ”
Monitor
2. Verify your copy by using the following windows / inquiries in Inventory:

− Item Information
− Master Items
3. Verify your copy by using the following windows / inquiries in Engineering:

− Master Items
4. Can you see items ##5000 and ##5010 in Engineering?
__________________________________________________________________________
______________________________________________________ ___________________

Solution – Copying Engineering Items to Manufacturing
1. Navigate to the Copy to Manufacturing window.
• (N) Engineering > Prototypes > Copy to Manufacturing
2. Use the following information to copy engineering items ##5000 and ##5010 to
manufacturing:

Item Transfer Transfer Bill Transfer New Item Description
Item Routing
##5000 Yes Yes Yes ##5000M Mfg Pentium
Computer
##5010 Yes No No ##5010M Mfg 17”
Monitor
3. Enter the Item and Transfer Information in the Revisions tab.

4. Enter the New Item and New Description in the Manufacturing Items tab.

5. Select Copy.
• (B) Copy
6. The Transfer Details window displays.

7. Select OK.

• (B) OK
8. A Caution window displays asking if you want to continue.
9. Select OK.
• (B) OK
10. A Note window displays stating the process is completed.

11. Select OK.
• (B) OK
12. Verify the copy by using the following windows / inquiries in Inventory:
− Items > Item Information - Item Information
− Items > Organization Items - Organization Items
− Items > Master Items - Master Items

13. Verify the copy by using the following windows / inquiries in Engineering:
− Prototypes > Items > Organization Items - Organization Items
− Prototypes > Items > Master Items - Master Items

14. Can you see items ##5000 and ##5010 in Engineering?
Yes – The items exist in both Engineering and Manufacturing.



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