Table of Contents

Required Setups are highlighted in Green Color

SI No Step Step Description Setup Objective

1 Manufacturing and Supply Chain Materials Management
Define Common Applications Configuration for Manufacturing and Supply
2 MFG-1 Chain Materials Management
Define Enterprise Structures for Manufacturing and Supply Chain Materials
3 Management
Define Business Units for Manufacturing and Supply Chain Materials
6 MFG-1A Management
7 MFG-1A1 Manage Business Unit
7
7 Provision Rules to Implementation Users for Business Unit
7 Assign Business Unit Business Function
7 Verify Data Role Generation for Business Unit Business Function
7 Provision Rules to Implementation Users for Business Unit
7 Manage Business Unit Set Assignment
Define Facilities for Manufacturing and Supply Chain Materials
8 MFG-1B Management
9 MFG-1B1 Manage Facility Shifts
10 MFG-1B2 Manage Facility Workday Patterns
11 MFG-1B3 Manage Facility Schedules
12 MFG-1B4 Manage Facility Schedule Exceptions
13 MFG-1B5 Manage Item Organizations Value Sets
14 MFG-1B6 Manage Item Organizations Descriptive Flexfields
15 MFG-1B7 Manage Item Organizations
16 MFG-1B8 Manage Inventory Organizations Value Sets
17 MFG-1B9 Manage Inventory Organizations Descriptive Flexfields

Page 1 of 85
18 MFG-1B10 Manage Inventory Organizations
19 Manage Plant Profiles
Verify Data Role Generation for Inventory Organizations and Manufacturing
20 Plants
Provision Rules to Implementation Users for Inventory Organizations and
21 Manufacturing Plants
22 Manage Inventory Organization Data Access for Users
23 Manage SCM Common Lookups
80 MFG-1C Define Manufacturing Master Data
81 MFG-1C1 Manage Plant Parameters
82 MFG-1C2 Manage Plant Profiles
83 MFG-1C3 Manage Work Areas
84 MFG-1C4 Manage Work Centers
85 Manage Production Value Sets
86 Manage Production Resources
87 Manage Work Setup Descriptive Flexfields
88 Manage Work Execution Descriptive Flexfields
89 Manage Custom Enterprise Scheduler Jobs for Manufacturing Applications
90 Manage Structure Header Descriptive Flexfields
91 Manage Item Structure Type Details
92 Manage Structure Component Descriptive Flexfields
93 Manage Structure Substitute Component Descriptive Flexfields
94 Manage Structure Reference Designator Descriptive Flexfields

Page 2 of 85
Required by Oracle Needed by Client Owner Completion Notes

Needs to be defined as part of HCM Core Setup

Needs to be defined as part of ORACLE Identity Manager

Needs to be defined as part of Authorization Policy Manager

Needs to be defined as part of ORACLE Identity Manager
Needs to be defined as part of HCM Core Setup

Required Setup
Required Setup
Required Setup

Covered as part of Product Management module

Covered as part of Product Management module
Covered as part of Product Management module

Page 3 of 85
Required Setup

Required Setup.To Be performed in ORACLE Entitlements

Server
Required Setup.To Be performed in ORACLE Identity
Manager-Self Service

Default setups as per implementation available

Required Setup
Required Setup
Required Setup
Required Setup

Page 4 of 85
Back to Index
Task Name Manage Business Unit
Setup and Maintenance > Manufacturing and Supply Chain Materials Management > De
Navigate Path Materials Management > Define Enterprise Structures for Manufacturing and Supply Cha
Supply Chain Materials Management > Manage Business Unit
Description

Name Manager Active Location Default Set

UK Business Unit 1 Y COMMON

USA Business Unit 2 Y COMMON

 cturing and Supply Chain Materials Management > Define Common Applications Configuration for Manufacturing and Supp
Enterprise Structures for Manufacturing and Supply Chain Materials Management > Define Business Units for Manufacturing
ent > Manage Business Unit

Assign Business Functions

Business Unit Functions Financial Reporting
Name Enabled Primary Ledger Below Legal Entity
Payables Invoicing Y UKPrimary Checked
Payables Payment Y
Billing and Revenue Management Y
Customer Payments Y
Collections Management Y
Materials Management Y
Project Accounting Y
Procurement Y
Requisitioning Y
Receiving Y
Expense Management Y
Sales Y
Procurement Contract Management Y

Payables Invoicing Y USPrimary Checked

Payables Payment Y
Billing and Revenue Management Y
Customer Payments Y
Collections Management Y
Materials Management Y
Project Accounting Y
Procurement Y
Requisitioning Y
Receiving Y
Expense Management Y
Sales Y
Procurement Contract Management Y
on for Manufacturing and Supply Chain
usiness Units for Manufacturing and

Legal Entity
ABC UK Ltd.

ABC US Inc.
Back to Index
Task Name Manage Facility Shifts

Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Def
Navigate Path and Supply Chain Materials Management > Define Enterprise Structures for Manufacturin
Facilities for Manufacturing and Supply Chain Materials Management > Manage Facility S

Configure facility shifts to represent a time period that affects a resource's availabi
Description
start time and duration, or only duration.

Name Type Period Type Start Time End Time Duration Code
n Materials Management > Define Common Applications Configuration for Manufacturing
rise Structures for Manufacturing and Supply Chain Materials Management > Define
anagement > Manage Facility Shifts

affects a resource's availability. A shift can be defined by start time and end time,

Category Description
Back to Index
Task Name Manage Facility Workday Patterns

Setup and Maintenance > Manufacturing and Supply Chain Materials Management
Navigate Path Materials Management > Define Enterprise Structures for Manufacturing and Supply
Chain Materials Management > Manage Facility Workday Patterns

Description

Name Type Length in Days Description

Twelve Hour Shift Pattern Time 7 12 Hour - 7:00 AM to 7:00 PM
5 day working Time 5 5 days on and 2 days off
7 day working Time 7 7 day working
 upply Chain Materials Management > Define Common Applications Configuration for Manufacturing and Supply Chain
uctures for Manufacturing and Supply Chain Materials Management > Define Facilities for Manufacturing and Supply
y Workday Patterns

Workday Pattern Details

Start Day End Day Shift Name Shift Type Shift Period Type
1 5 12 Hour Shift Time Work Period
1 5A Time Work Period
1 7A Time Work Period
cturing and Supply Chain
ufacturing and Supply

Shift Category Start Time End Time Duration Shift Description

7:00 19:00 12 Hours 12 Hour - 7:00 AM to 7:00 PM
6:00 14:00 8 hours A Sihift
6:00 14:00 8 hours A Sihift
Back to Index
Task Name Manage Facility Schedules

Setup and Maintenance > Manufacturing and Supply Chain Materials Management > De
Navigate Path Management > Define Enterprise Structures for Manufacturing and Supply Chain Materi
Management > Manage Facility Schedules

Description

Name Type Description Effective from Date

12 Hour Monday Start Time 12 Hour - Monday to Friday
ply Chain Materials Management > Define Common Applications Configuration for Manufacturing and Supply Chain Materia
anufacturing and Supply Chain Materials Management > Define Facilities for Manufacturing and Supply Chain Materials

Workday Patterns
Effective to Date Quartely Type Category Sequence Name Type
1 Twelve Hour Shift Pattern Time
and Supply Chain Materials
upply Chain Materials

Schedule Exceptions
Length in Days Description Name Exception Start
1/6/1900 12 Hour - 7:00 AM to 7:00 PM Christmas 2016
Exception End All Day Period Type Category Code Description
Y Off Period Holiday Christmas Day 2016 (Observed)
Back to Index
Task Name Manage Facility Schedule Exceptions

Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Define C
Navigate Path Supply Chain Materials Management > Define Enterprise Structures for Manufacturing and Su
Manufacturing and Supply Chain Materials Management > Manage Facility Schedule Exceptio

Description

Name Description Exception Start Exception End

Christmas 2016 Christmas Day 2016 (Observed) 12/26/2016 12/26/2016
aterials Management > Define Common Applications Configuration for Manufacturing and
ctures for Manufacturing and Supply Chain Materials Management > Define Facilities for
nage Facility Schedule Exceptions

All Day Period Type Category Code

Y Off Period Holiday
Back to Index
Task Name Manage Item Organizations Value Sets

Setup and Maintenance > Manufacturing and Supply Chain Materials Management
> Define Common Applications Configuration for Manufacturing and Supply Chain
Navigate Path Materials Management > Define Enterprise Structures for Manufacturing and
Supply Chain Materials Management > Define Facilities for Manufacturing and
Supply Chain Materials Management > Manage Item Organizations Value Sets

Description

Value Set Code Protected Description Module Validation Type

 hain Materials Management
facturing and Supply Chain
or Manufacturing and
s for Manufacturing and
rganizations Value Sets

Value Datatype
Back to Index
Task Name Manage Item Organizations Descriptive Flexfields

Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Define Common Applications Configuration for Manufacturing and Supply Chain
Navigate Path Materials Management > Define Enterprise Structures for Manufacturing and Supply
Chain Materials Management > Define Facilities for Manufacturing and Supply Chain
Materials Management > Manage Item Organizations Descriptive Flexfields

Description

Name Type Module Flexfield Code Entity Usages

Materials Management >
g and Supply Chain
anufacturing and Supply
turing and Supply Chain
ptive Flexfields

Description
Back to Index
Task Name Manage Item Organizations
Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Defin
Navigate Path Management > Define Enterprise Structures for Manufacturing and Supply Chain Materials
Manage Item Organizations
Description

Basic Information
Name Organization Usage
Supply Chain Materials Management > Define Common Applications Configuration for Manufacturing and Supply Chain Ma
or Manufacturing and Supply Chain Materials Management > Define Facilities for Manufacturing and Supply Chain Material

Location Address
Management Business Unit Primary Ledger Legal Entity Status Name
uring and Supply Chain Materials
and Supply Chain Materials Management >

Internal or External Address Internal Address Line

Manage Inventory Organization Parameters
General
Item Master Validation Org Starting Revision Locator Control
Enforce locator alias uniqueness Allow Negative Balances
Allow negative on-hand transactions Use original receipt date
Round reorder quantity Organization is a manufacturing plant
Manufacturing
Organization represents a contract manufacturer Supplier Supplier Site
 Movement Request
Pick Slip Batch Size Replenishment Movement Request Grouping
Automatically delete picks when movement requests are canceled
Close movement request lines at pick confirmation Uniqueness
Lot, Serial Number and Packing Unit
Lot Control
Generation Allow Different Lot Status
 Lot Generation
Automatically Create Lot UOM Conversion Prefix Total Length Zero pad suffix
 Child Lot Control
Generation Prefix Total Length Zero pad suffix Copy lot attributes
 Serial Number Generation
Format validation Uniqueness Generation Prefix
Starting Serial Number System Selects Serial Numbers Total Length
Packing Unit Generation
Prefix Starting Packing Unit Suffix Picking Rule
Item Sourcing Details
Picking Defaults
Subinventory Order Locator Order Quantity Exception reason
Pick Confirmation Required Overpicking for movement requests enabled
Automatically populate picked quantity during pick confirm
 Item Sourcing Details
Capture picking exceptions Type Purchasing by Revision
 Distribution Parameters Additional Information
Logistics services organization Context
Back to Index
Task Name Manage Inventory Organizations Value Sets
Setup and Maintenance > Manufacturing and Supply Chain Materials Management
> Define Common Applications Configuration for Manufacturing and Supply Chain
Materials Management > Define Enterprise Structures for Manufacturing and
Navigate Path
Supply Chain Materials Management > Define Facilities for Manufacturing and
Supply Chain Materials Management > Manage Inventory Organizations Value
Sets
Description

Value Set Code Protected Description Module Validation Type

 hain Materials Management
facturing and Supply Chain
or Manufacturing and
s for Manufacturing and
ory Organizations Value

Value Datatype
Back to Index
Task Name Manage Inventory Organizations Descriptive Flexfields

Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Define Common Applications Configuration for Manufacturing and Supply Chain
Navigate Path Materials Management > Define Enterprise Structures for Manufacturing and Supply
Chain Materials Management > Define Facilities for Manufacturing and Supply Chain
Materials Management > Manage Inventory Organizations Descriptive Flexfields

Description

Name Type Module Flexfield Code Entity Usages

Materials Management >
g and Supply Chain
anufacturing and Supply
turing and Supply Chain
escriptive Flexfields

Description
Back to Index
Task Name Manage Inventory Organizations

Setup and Maintenance > Manufacturing and Supply Chain Materials Managem
Navigate Path
Structures for Manufacturing and Supply Chain Materials Management > Define

Description

New Invetory Organization

Actions Menu > Create

Basic Information
Name Organization Usage
MAS MASTERINVENTORYORG Item Management
NA01 NA01INVENTORYORG Inventory Management
NA02 NA02INVENTORYORG Inventory Management
UK01 UK01INVENTORYORG Inventory Management
UK02 UK02INVENTORYORG Inventory Management
UK03 UK03INVENTORYORG Inventory Management
 Supply Chain Materials Management > Define Common Applications Configuration for Manufacturing and Supply Chain Ma
in Materials Management > Define Facilities for Manufacturing and Supply Chain Materials Management > Manage Invento

Management Business Unit Primary Ledger Legal Entity Profit Center Business Unit
USA Business Unit 1 USPrimary ABC US Inc.
USA Business Unit 2 USPrimary ABC US Inc. USA Business Unit 2
USA Business Unit 2 USPrimary ABC US Inc. USA Business Unit 2
UK Business Unit 1 UKPrimary ABC UK Ltd. UK Business Unit 1
UK Business Unit 1 UKPrimary ABC UK Ltd. UK Business Unit 1
UK Business Unit 1 UKPrimary ABC UK Ltd. UK Business Unit 1
 g and Supply Chain Materials Management > Define Enterprise
ment > Manage Inventory Organizations

Location Address
Status Name Internal or External Address Internal Address Line
Active US LOC 1 Internal
Active US LOC 1 Internal
Active US LOC 2 Internal
Active UK LOC 1 Internal
Active UK LOC 2 Internal
Active UK LOC 3 Internal
Manage Inventory Organization Parameters
General
Schedule Item Master Validation Org
12 Hour Monday Start MAS
12 Hour Monday Start MAS
12 Hour Monday Start MAS
12 Hour Monday Start MAS
12 Hour Monday Start MAS
12 Hour Monday Start MAS
Starting Revision Locator Control
0 No Locator Control
0 Locator Control determined at subinventory level
0 No Locator Control
0 Locator Control determined at subinventory level
0 No Locator Control
0 No Locator Control
Mange Inventory Tracking by ProjEnable Inventory Tracking by Coun
Allow Negative Balances Allow negative on-hand transactions

Checked
Checked
Checked
Checked
Checked
Use original receipt date Round reorder quantity
Manufacturing
Organization is a manufacturing plant Organization performs Maintenance Activi

Yes
Yes
Yes
Yes
Organization represents a contract manufacturer Supplier Supplier Site
Movement Request
Pick Slip Batch Size Replenishment Movement Request Grouping
Automatically delete picks when movement requests are canceled
Close movement request lines at pick confirmation
Lot, Serial Number and Packing Unit
Lot Control
Uniqueness Generation Allow Different Lot Status
Unique Across Items At Item Level
Unique Across Items At Item Level
Unique Across Items At Item Level
Unique Across Items At Item Level
Unique Across Items At Item Level
Unique Across Items At Item Level
 Lot Generation
Automatically Create Lot UOM Conversion Prefix Total Length Zero pad suffix
30
30
30
30
30
30
Child Lot Control
Generation Prefix Total Length Zero pad suffix Copy lot attributes Format validation
Serial Number Generation
Uniqueness Generation Prefix Starting Serial Number
Unique within organization At Item Level 01
Unique within organization At Item Level 01
Unique within organization At Item Level 01
Unique within organization At Item Level 01
Unique within organization At Item Level 01
Unique within organization At Item Level 01
 Packing Unit Generation
System Selects Serial Numbers Total Length Prefix Starting Packing Unit Suffix
Item Sourcing Details
Picking Defaults
Picking Rule Subinventory Order Locator Order Quantity Exception reason
Pick Confirmation Required Overpicking for movement requests enabled
Automatically populate picked quantity during pick confirm
 Item Sourcing Details
Capture picking exceptions Type Purchasing by Revision
Checked
Checked
Checked
Checked
Checked
Checked
Distribution Parameters Additional Information
Logistics services organization Context
Back to Index
Task Name Manage Plant Parameters

Setup and Maintenance > Manufacturing and Supply Chain Materials Management >
Navigate Path
Define Manufacturing Master Data for Manufacturing and Supply Chain Materials Ma

Description Configure parameters at a plant level that are relevant to production master data and

Plant Details

Enable Process
Manufacturing Organization Manufacturing Calendar Manufacturing
002 Operations Yes

Work Definition

Starting Operation Operation Sequence

Sequence Increment
10 10

Execute Production

Default Transaction Default Transaction

Mode Quantity
All Both
nd Supply Chain Materials Management > Define Common Applications Configuration for Manufacturing and Supply Chain Mat
ufacturing and Supply Chain Materials Management > Manage Plant Parameters

re relevant to production master data and execution.

Material

Default Supply Default Completion

Default Work Method Subinventory Subinventory
Discrete Manufacturing Stores Completed

Manage Production

Phantom Operation Work Order Starting

Inheritence Work Order Prefix Number
Material Only WO-002- 1000

Capture Level of Material Reporting Level for Allow Quantity Changes

Serialization Operations Serialized Operations During Backflush
Item Serial Operation Both
for Manufacturing and Supply Chain Materials Management > Define Enterprise Structures for Manufacturing and Supply Cha

Default Pick Slip

Default Supply Locator Default Completion Locator Grouping Rule Print Pick Slips
Order Picking Y

Automatically
Include Component associate serial
Default Overcompletion Purchase requisition yield in material numbers during work
Tolerance Percentage Trigger requirements order import
1 Work Order Release Y Y

Report and Templates

Lot Selection During Allow Negative issue Default Work Order Default Label
backflush without serial number entry Traveler Template Template
Manual N
cturing and Supply Chain Materials Management >

Include Pull Issue Push

Components for Pick Components on
Release Pick Release
Y Y

Allow Direct
Purchases for Work
Orders
N

Print product Labels

using external
applications
Back to Index
Task Name Manage Plant Profiles

Navigate Path Setup and Maintenance > Manufacturing and Supply Chain Materials Management > D

Description Configure facility shifts to represent a time period that affects a resource's availa

Profile Option Code Profile Display Name

ORA_RCS_HOUR_UOM Hours Unit of Measure
Profiles

ntenance > Manufacturing and Supply Chain Materials Management > Define Manufacturing Master Data for Manufacturing a

ility shifts to represent a time period that affects a resource's availability. A shift can be defined by start time and end

Application Module Start Date End Date Description

Supply Chain Management Common Components UOM 9/15/2014
ta for Manufacturing and Supply Chain Materials Management > Manage Plant Profiles

y start time and end time, start time and duration, or only duration.

CategoryDescription Profile level Product Name

Identifies Which UOM represents a Standard hour of time Site
User Name Profile Value
Hr
Back to Index
Task Name Manage Work Areas

Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Define Manu
Navigate Path
Supply Chain Materials Management > Manage Work Areas

Description

Name Code Description Inactive on

Laptops LAPTOP Laptops Work Area

WESCO_WA WWA WESCO work Area
aterials Management > Define Manufacturing master data for Manufacturing and
Back to Index
Task Name Manage Work centres
Setup and Maintenance > Manufacturing and Supply Chain Materials Management > Define
Navigate Path Manufacturing master data for Manufacturing and Supply Chain Materials Management > Manage
Work Centres
Description

Supply
Name Code
Description Work Area subinventory
WESCO Work WESCO_W
WESCO_WC1 WWC1 centre A Stores

Default units Available 8-hour shift

Resource Inactive On
available 24 hours facility
WESCO_RES1 3 X
Chain Materials Management > Define
pply Chain Materials Management > Manage

Supply Locator Inactive on

Resource
8-hour shift - Night calendar
 <Client Name
Configuration Workbook (BR100
Module:
Oracle Cloud Version
Author

Creation Date
Update Date
Version Number
ent Name>
guration Workbook (BR100)
Manufacturing
R1X

31-Jan-17
6-May-2020
1.1