Oracle Applications 11i

Training On Oracle Work In Process 11i
A Presentation by EAS ± Oracle Applications September 2003

Agenda 
Introduction to Work In Process  Overview of Work In Progress  Setting Up & Implementing WIP  Create and Update Discrete Jobs  Scheduling Discrete jobs  Create and Update Repetitive Schedules  Scheduling Repetitive production  Work in Process Transactions - Moves and Resources  Complete Discrete Jobs and Repetitive Schedules  Work In Process Interfaces

Introduction to Work in Process 
Oracle Work In Process is a complete production
management system. 
Work In Process supports discrete, project, repetitive, assemble-to-order, and work order-less manufacturing.  Inquiries and reports give a complete picture of transactions, materials, resources, costs and job/schedule progress on the shop floor.

. and all resource charges (Automatic and Manual) are charged to a specific job Discrete job can produce Assemble to Order (ATO) items and Configure to Order (CTO) item. All material issues (Manual and Backflush).Introduction to Work in Process Production Methods ±Discrete Discrete production records all production activities against a discrete job. It represents a plan to produce a specific quantity of an item on a specific date.

.Introduction to Work in Process Production Methods ±Repetitive Repetitive production models high-volume production of standard items over a period of time. Production is recorded against a repetitive schedule that represents a plan to produce an item at a given daily rate for a period of time.

Overview of Work in Process Overview of Manufacturing Support Following types of jobs and schedules can be used to support specific manufacturing needs:  Standard and Non-Standard Discrete Jobs  Standard and Non-Standard Project Jobs  Repetitive Schedules by Production Line/Assembly  Final Assembly Orders  Work order less completions .

.Overview of Work in Process Overview of Production Scheduling  Oracle Work In Process can be used to schedule production resources and materials. to meet customer delivery requirements and to maintain a smooth production flow.  Scheduling establishes expected dates and times for material and resource requirements. as well as for the supply availability of assemblies built on the jobs and repetitive schedules.

 Scheduling fixed.  Forward..  Automatically updating the master schedule.) Production Scheduling includes:  Loading/sequencing repetitive production by assembly/production line.Overview of Work in Process Overview of Production Scheduling (Cntd. operations and resources to the minute. . variable and overlapping time elements.  Scheduling start / stop times for jobs. backward. manual and midpoint forward rescheduling.

. .Overview of Work in Process Overview of Production Scheduling (Cntd.) Work In Process uses two scheduling methods:  Detailed Scheduling  Repetitive Line Scheduling Note: Oracle Work In Process only provides unconstrained scheduling.

and from the discrete jobs/schedules to inventory. Material transactions:  Issue and Return Material to Inventory  Back flush Material  Replenish Material .Overview of Work in Process Overview of Material Control Oracle Work In Process gives the ability to control and monitor the materials used for production and to view how they flow from inventory to discrete jobs/schedules.

Material can be controlled by:  Combining bills of material with routings to create specific material requirements. .  Specifying when and where materials are to be issued or back flushed.Overview of Work in Process Overview of Material Control (Cntd.  Assigning Supply Types to control how materials are supplied.) While defining jobs and repetitive schedules.

 Scrap assemblies.  Define and assign shop floor statuses.Overview of Work in Process Overview of Shop Floor Control Shop floor control helps manage the flow of production in a plant leading to efficiencies that can lower costs and help to meet the delivery commitments.  Auto-create purchase requisitions for outside processing operations . Shop floor control options:  Move assemblies within operations.  Rework problem assemblies.  Load move transaction information from external systems. .

Overview of Work in Process Overview of Shop Floor Control (Cntd.) There are five available intra-operation steps.  Reject: Rejected Assemblies  Scrap: Scrapped Assemblies .  To Move: Assemblies waiting to be picked up for next operation.  Queue: Default intra-operation step for every operation in a routing  Run: Assemblies which are ready to be worked on.

Reject.)  Oracle Work In Process considers an assembly to have completed an operation if the assembly is at To Move. .  Oracle Work In Process considers an assembly to have not completed an operation if the assembly is at Queue or Run steps.Overview of Work in Process Overview of Shop Floor Control (Cntd. or Scrap steps.

after creating a job or can be added to the operation while creating the routing.  There are three resource charge types: -WIP Move -Manual -PO Move/PO Receipt . tools. services.Overview of Work in Process Overview of Resource Tracking  A resource can be assigned to each operation on a Work In Process routing. a machine.  A resource resides within an operation.  A resource can be assigned manually. etc. it can be a person.

 Key technology enablers ± Mobile Computing & Process Critical devices ± Wireless Networks ± Bar code Technology .Overview of Work in Process Overview of Importing Transactions Import transactions enables users to:  Access real time and accurate information to increase efficiency through out the fulfillment process.

 Cost standard and non-standard asset discrete production by job.  Use Standard. .Overview of Work in Process Overview of Work In Process Costing  Use WIP accounting classes to establish valuation and variance accounts. Average or LIFO/FIFO costing.  Cost and report repetitive and non-standard expense production by period.  Cost jobs by project in Oracle Project Manufacturing Costing.

 Period close costs are calculated when an accounting period is closed. .Overview of Work in Process Overview of Work In Process Costing (Cntd.  Track and report costs through the various stages of production.  Track repetitive production costs by assembly on a line/ individual repetitive schedule. outside processing. and overhead costs by activity.)  Charge and report resource.

) 3.Define Repetitive assembly (Optional) B .Setting Up & Implementing WIP WIP Set up 1.) 2.Define Production Lines (Optional) 5.Define WIP parameters (Req.Set WIP Profile Options (Req.) 4.Define WIP Accounting Classes (Req.

Setting Up & Implementing WIP A 6.Define Employee Labor Rates (Opt. Define Employees (Optional) 8.) 9.Define Schedule Groups (Optional) 7. Define Shop Floor Statuses (Optional) 10.Define Job/Schedule Docs (Optional) C .

Setting Up & Implementing WIP C 11.Define Operation Documents (Optional) .

 Only one set of WIP parameters can be defined per organization.Setting Up & Implementing WIP WIP Parameters  WIP parameters define modes of operation and default values that affect Work in Process WIP parameters can be used to define modes of operation and assign default values for various work in process functions. .

Options are Always/never /When linked 1 to 1 (ATO) .Setting Up & Implementing WIP WIP Parameters ± Screen shots (N) WIP > Set up > parameters Determines how lot numbers are assigned to discrete jobs Options are job name & based on inventory rules . Used to default in Standard/non-standard Discrete jobs & Work order-less completions Determines whether the WIP jobs respond to Sales order changes . Determines which accounting class is used as the default if category default WIP accounting classes are not set up.

Use Actual Resources: Resources costs are determined based on the actual costs charged to the job.Setting Up & Implementing WIP WIP Parameters ± Screen shots Determines whether the Final Completion in the Completion Transaction window defaults to checked Applicable only for average costing organizations Determines how resource costs are determined as assemblies are completed from jobs into inventory. For assemblies from a non standard job with no routing. Used only when µsystem calculated¶ option is selected. User Defined: you must choose a user±defined cost type using the Cost Type Parameter. This cost type is then used to determine the resource cost for the assemblies being completed. the resource rate from the Average Rates cost type is used. Use Predefined Resources: Resources costs are determined using the predefined resource cost. System Calculated : resources can be costed at either the actual resource costs or at resource predefined cost depending on the System Option parameter . .

.Setting Up & Implementing WIP WIP Parameters ± Screen shots Determines which repetitive schedule variances are posted to the general ledger when an accounting period is closed. Determines the time period within which the system automatically releases the next Unreleased schedule.

Determines whether you can or cannot add an operation to a discrete job work in process routing during a move transaction. . Determines whether moves are disallowed if an intra-operation step that disallows moves exists at an auto charge operation and Intra-operation step between the From and To operations or at intervening intra-operation step at the From and To operations if they are direct charge. also determines how scrap transactions are processed.Setting Up & Implementing WIP WIP Parameters ± Screen shots Determines whether a scrap account is required when you use the Move Transactions window to move job and repetitive assemblies into and out of the Scrap intra-operation step of an operation.

are verified during back-flush transactions. locator are used when back flushing Operation Pull and Assembly Pull components that do not have defaults defined at the bill of material/item level Determines how lots that are automatically selected. based on whether the Lot Selection Method parameter is set to Receipt Date or Expiration Date. Not used for lot/serial controlled items .Setting Up & Implementing WIP WIP Parameters ± Screen shots Determines which supply subinventory and. if required by the subinventory. Determines how lot controlled Assembly Pull and Component Pull component items are selected during back-flush transactions.

Setting Up & Implementing WIP WIP Parameters ± Screen shots Determines which intra-operation steps are enabled in WIP routing operations. is automatically enabled for the final operations in routings so that assemblies can be completed into inventory. The options are Queue. Reject and Scrap. The To Move intra-operation step. To Move. The Queue intra-operation step is automatically enabled for all operations and cannot be disabled. Run. . even if disabled here.

This status ensures that assembly moves from an outside processing resource operation can only be launched by the receipt of a purchase order in Oracle Purchasing.Setting Up & Implementing WIP WIP Parameters ± Screen shots floor status is assigned to the Determines which shop Queue intra-operation step of an outside processing operation when you create discrete jobs and repetitive schedules. Determines whether purchase requisitions are created for outside processing operations automatically or manually. and when in the manufacturing process they are created .

Any number of WIP Accounting Classes can be defined and updated.Setting Up & Implementing WIP WIP Accounting Classes Accounting classes are assigned when jobs are defined and when repetitive assemblies are associated with production lines. . The valuation and variance accounts that are associated with these accounting classes determine which accounts are charged.

Setting Up & Implementing WIP WIP Accounting Classes ± Screen shots (N) WIP > Set up > WIP accounting classes .

schedule and work order-less completion  Accounting classes can be defined for each type of discrete production used: ± Standard Discrete ± Asset Non-Standard Discrete ± Expense Non-Standard Discrete ± Flow Manufacturing .Setting Up & Implementing WIP WIP Accounting Classes Standard Discrete Accounting Class  An accounting class must be assigned to every discrete job.

Setting Up & Implementing WIP WIP Accounting Classes Expense Non-Standard Discrete Accounting Class Non-Standard Discrete Accounting classes can be used to group and report various types of non-standard production costs. The valuation accounts carry the costs incurred on these expense jobs as an asset during the period and automatically write them off to variance accounts at period close. .machine maintenance or projects with non-standard jobs. Example: To track recurring expenses -.

an accounting class with a type of asset non-standard can be assigned . .  Asset non-standard discrete jobs are costed the same as standard discrete jobs.Setting Up & Implementing WIP WIP Accounting Classes Asset Non-Standard Discrete Accounting Class If non-standard discrete jobs are used to track production costs as assets.

Setting Up & Implementing WIP WIP Accounting Classes Repetitive Accounting Class These are used to group production costs and must be assigned to each repetitive line/assembly association that is created. . Every schedule for that assembly on that line uses these accounts. Repetitive manufacturing costs can be analyzed by assembly regardless of the line on which it was manufactured by using the same accounting class for all lines that build that assembly.

close a job/accounting period. Under Standard Costing. . it is debited at std cost at material issue to a job/schedule and credited when assemblies are completed. Under Average Costing. this account is debited at the average cost at the time of issue transaction and is credited at assembly completion.Setting Up & Implementing WIP WIP Accounting Class -Accounts Material Valuation Account This is an asset account and tracks material costs.

this account is debited at the average cost at the time of the issue transaction. . Under average costing.Setting Up & Implementing WIP WIP Accounting Class Material Overhead Valuation Account This tracks material overhead costs. the material overhead account for the completion sub-inventory is debited. it is debited at std cost at material issue with a overhead to a job. Under Std Costing. When assemblies are completed and material overhead is earned.

Setting Up & Implementing WIP WIP Accounting Class Resource Valuation Account This tracks resource costs. this account is debited and credited at the resource rate at the time the resource is charged. . Under Average Costing. Under Standard Costing. it is debited at std cost when resources are charged to a job/schedule and credited on completion of assembly.

Setting Up & Implementing WIP
WIP Accounting Class
Outside Processing Valuation Account This tracks outside processing costs. 
Under Standard Costing, it is debited at standard or PO cost when items are received for a job/schedule and credited at standard cost on completion of assembly. Under Average Costing, the behavior is the same as in Standard Costing.

Setting Up & Implementing WIP
WIP Accounting Class
Overhead Valuation Account 
This is an asset account and tracks resource or department overhead cost.

Setting Up & Implementing WIP
WIP Accounting Class
Material Variance Account 
This account tracks variances that occur when the previous level material costs charged to the job or schedule do not equal the previous level material costs that are relieved. This calculation gives you a net material usage and configuration variance.

.Setting Up & Implementing WIP WIP Accounting Class Resource Variance Account This account tracks variances that occur when the this level resource costs charged to the job or schedule do not equal the this level resource costs that are relieved. Outside Processing Variance Account  This account tracks the variances that are occur when the outside processing costs charged to the job or schedule do not equal the outside processing costs that are relieved.

Standard Cost Variance Account Applies only to Standard Discrete and Asset NonStandard. Cost updates are not performed for repetitive schedules or expense non±standard jobs. . It¶s charged for the sum of all the elemental standard cost adjustments when standard cost update impacts an active job.Setting Up & Implementing WIP WIP Accounting Class Overhead Variance Account This account tracks the variances that are occur when the overhead costs charged to the job or schedule do not equal the overhead costs relieved from the job or schedule.

Setting Up & Implementing WIP WIP Accounting Class Expense Variance Account Normally an expense account. . this account is debited and credited when issuing and completing non±standard expense jobs under both standard and average costing.

Shop Floor Statuses can be assigned to any Intra operation step associated with a job/repetitive line/assembly.Setting Up & Implementing WIP Shop Floor Statuses Move transactions are controlled by assigning Shop Floor Statuses to intra-operation steps on the work in process routing. . For example a ³Hold for Quality Check´ status can be assigned to an intra-operation step before moving to the next assembly step.

Setting Up & Implementing WIP Shop Floor Statuses (N) WIP > Move Transactions > Shop Floor Statuses > Shop floor status .

. for example. Schedule groups that are assigned to jobs and flow schedules cannot be deleted. Sequencing jobs and flow schedules within a schedule group makes it possible to prioritize. Schedule groups can be updated. Jobs and flow schedules within a given schedule group can be sequenced. by customer.Setting Up & Implementing WIP Schedule Groups Flow schedules and discrete jobs can be assigned to the schedule groups defined.

Setting Up & Implementing WIP Schedule Groups (N) WIP > Setup > Schedule Group Screen shots .

deleted.Setting Up & Implementing WIP Labor Rates  Used for defining hourly labor raters to reflect the actual labor rates. . and updated for person-type resources (employees). The effective date of the hourly labor rates can be added. Multiple hourly labor rates can be defined for the same employee. as long as each rate has a different effective date.

Setting Up & Implementing WIP Labor Rates (N) WIP > Setup > Employees > Labor Rates Screen shots .

and work order-less completions. departments. Production lines can be associated with repetitive assemblies. flow routings. . and/or manufacturing cells that produce one or more of products. Production lines can be defined and updated but cannot be deleted. schedules.Setting Up & Implementing WIP Production Lines A production line describes a unique set of operations. discrete jobs.

Setting Up & Implementing WIP Production Lines (N) WIP > Setup > Production Lines Screen shots .

repetitive schedules.Setting Up & Implementing WIP Operation Documents  Operation Documents can be defined for discrete jobs. repetitive schedules. . and operations as required. and job/schedule operations. Operation Documents can then be attached to discrete jobs.

Setting Up & Implementing WIP Operation Documents (N) Oracle Work in Process > Set Up > Defining Operation Documents .

Online Processing (Default): Move transaction processor processes the shop floor material back-flush transactions online by calling the inventory material transaction processor. . Available Values: Background Processing: Periodic Processing Concurrent Processing: Inventory Transaction processor is launched.Setting Up & Implementing WIP Profile Options TP:WIP: Background Shop Floor Material Processing: Used only when the TP: Move Transaction profile is set to Background processing & for a move completion/move return /operation pull back-flush transaction.

. assembly return. Concurrent Processing & Online Processing (Default) Note: If TP:WIP: Completion Transactions Form profile is set to Background processing. this profile is not used.Setting Up & Implementing WIP Profile Options TP:WIP: Completion Material Processing Controls material processing of assembly completion. Also. and assembly completion back-flush transactions initiated using the Completion Transactions window Available Values: Background Processing. this profile must be set to Online for sequential transaction procession. if TP:INV: Transaction Processing Mode profile is set to Form level processing in average costing scenario .

this profile must be set to Online for sequential transaction procession. . if TP:INV: Transaction Processing Mode profile is set to Form level processing in average costing scenario . Available Values: Background Processing.Setting Up & Implementing WIP Profile Options TP:WIP: Completion Transaction Form Determines whether completion transactions are processed online or in the background when transacting assembly completions using the Completion Transactions window. Online Processing (Default) Note: Also.

or Sales Order. .Setting Up & Implementing WIP Profile Options TP:WIP: Completion Transactions first field Determines which field the cursor defaults to when you first enter the Completion Transactions window. Set this option based on your predominant manufacturing environment Available Values: Line. Assembly. Job (Default) .

Setting Up & Implementing WIP Profile Options TP:WIP: Concurrent Message Level Determines the level of detail reported in the move transaction concurrent log file during move transaction validation and processing. -Message level 2 : Reports and time stamps processing activities and errors. -Message level 1 : Reports processing activities and errors. Available Values: -Message level 0 (Default) : Reports errors only. .

Setting Up & Implementing WIP Profile Options TP:WIP: Material Transaction Form Controls the processing of component issue and return transactions entered in the WIP Material Transactions window. this profile must be set to Online for sequential transaction procession . Concurrent Processing & Online Processing (Default) Note: Also. Available Values: Background Processing. if TP:INV: Transaction Processing Mode profile is set to Form level processing in average costing scenario .

Job (Default) . . Set this option based on your predominant manufacturing environment Available Values: Line.Setting Up & Implementing WIP Profile Options TP:WIP: Material Transactions First Field Determines which field the cursor defaults to when you first enter the WIP Material Transactions window. Assembly. or Sales Order.

if TP:INV: Transaction Processing Mode profile is set to Form level processing in average costing scenario . this profile must be set to Online for sequential transaction procession.Background processing: Processed on a periodic basis -(Default) Online processing: The transaction is processed while saving and control is returned once transaction processing is done.Setting Up & Implementing WIP Profile options TP:WIP: Move Transactions: Determines How move transactions performed using the Move Transactions form Available values . Note: Also. .

Setting Up & Implementing WIP Profile Options TP:WIP: Move Transactions First Field Determines which field the cursor defaults to when you first enter the WIP move Transactions window. Assembly. . Job (Default) . or Sales Order. Set this option based on your predominant manufacturing environment Available Values: Line.

the transaction quantity defaults to the available quantity. Available Values: None: No transaction quantity is defaulted. . Minimum Transfer Quantity: Transaction quantity defaults if the minimum transfer quantity is less than or equal to the available quantity.Setting Up & Implementing WIP Profile Options TP:WIP: Move Transaction Quantity Default Indicates if and how move transaction quantities are defaulted. If the minimum transfer quantity is more than the available quantity then the available quantity is defaulted Available Quantity: If the available quantity is not zero. .

It also determines how component lot numbers are derived. -Online processing: Use this option when lot/serial numbers must be manually assigned .Setting Up & Implementing WIP Profile Options TP:WIP: Operation Back flush Setup Controls the back-flush setup used in the Move Transactions Window. Available Values: -Background processing: Use this option only when lot numbers are automatically assigned. .

-Concurrent processing: -Online processing: Use this option when lot/serial numbers must be manually assigned . assembly scrap. and move return transactions from the Move Transactions window. move completion.Setting Up & Implementing WIP Profile Options TP:WIP: Shop Floor Material Processing Controls processing of operation and assembly pull back-flush. Available Values: -Background processing: Use this option only when lot numbers are automatically assigned.

Use this option if most of the work order±less completions are manually entered . Available Values: -Scheduled : The Schedule flag defaults to checked. -(Default) Unscheduled : The Scheduled flag defaults to unchecked. .Setting Up & Implementing WIP Profile Options TP:WIP: Work Order-less Default Completion Determines the default for the Scheduled flag in the Work Order±less Completions window. Use this option if most of the work order±less completions are based upon flow schedules.

Available Values: -Concurrent definition: -(Default) Interactive definition: .Setting Up & Implementing WIP Profile Options WIP: Default Job Start Date Determines whether the start dates for jobs default to the current date and time or not at all when defining jobs in the Discrete Jobs window. Available Values are Yes or No (Default) WIP: Define Discrete Job Form Indicates how to load the bill of material and routing information when defining jobs in the Discrete Jobs window.

Setting Up & Implementing WIP Profile Options WIP: Discrete Job Prefix Specifies the job prefix to use when auto-generating job names in the Discrete Jobs. The options are Yes and No (Default) . and in the Planner Workbench window in Oracle Master Scheduling/MRP and Oracle Supply Chain Planning. Simulate Discrete Jobs. and Auto-Create windows in Work in Process. WIP: Enable Outside Processing Workflows Determines whether or not outside processing workflows are enabled. Import Jobs and Schedules.

Setting Up & Implementing WIP Profile Options WIP: Exclude Open ECOs Determines whether engineering change orders (ECOs) with Open statuses are excluded while defining jobs/schedules. . only ECOs with Release. This profile option also controls whether revisions associated with open ECOs can be selected in the WIP Material Transactions. and Implement statuses are implemented when you choose a bill of material revision or revision date and the bill of material is exploded. Schedule. WIP: Job Name Updateable Determines whether you can update the names of existing jobs in the Discrete Jobs window. If so.

the transaction type defaults to Move. the transaction type defaults to Complete. Available values -View only nettable subinventories: -View all subinventories (Default) : . WIP: Requirement Nettable Option Determines which sub-inventories to include when displaying on±hand quantities in the Material Requirements and View Material Requirements windows. If you Yes is specified . Otherwise.Setting Up & Implementing WIP Profile Options WIP: Move Completion Default Determines the default transaction type for the Move Transactions window.

Setting Up & Implementing WIP Profile Options WIP: See Engineering Items Determines whether jobs and schedules for engineering items can be defined and whether engineering items can be added as material requirements. .

Close Discrete Jobs .Create and Update Discrete Jobs Discrete Life Cycle START 1.Build Discrete Jobs 4. Define Discrete Jobs 3.Set up discrete manufacturing 2.Update Discrete Jobs 4.

Create and Update Discrete Jobs Discrete Job Definition (N) WIP > Discrete > Discrete Jobs Job Quantities are used to determine: Material requirements.A discrete job controlling material/ operation requirements to build assemblies/collect manufacturing costs Nonstandard ‡ A discrete job controlling material and collects costs for miscellaneous activities. Moving/scrapping/ completing assemblies .Charging resources/ overheads and Defining/ updating job definition ‡ Various stages in the life cycle of the discrete job.Upgrade etc . such as Rework. service repair . Resource load & Job dates. ‡ When defining a job. Job Name uniquely identifies the job for the Issuing components. only Unreleased/ Released/On Hold statuses exist Standard . Department schedules.

. subinventory in which completed assemblies will be housed.Create and Update Discrete Jobs Discrete Job Definition Routing revision allows you to select which version of the routing you want to use to schedule the operations and resources.

Create and Update Discrete Jobs Discrete Job Definition Bill Revision allows you to select any valid version of the bill of material you want to use to determine the material requirements for the job .

Create and Update Discrete Jobs Discrete Job Definition You can view material requirements and operations from the Discrete Jobs window as you define and update jobs .

Create and Update Discrete Jobs Creating Components When a job is defined . Supply types can be used to control how to supply the components for the material requirements on the job. . It then creates material requirements for the copied bill of material components. WIP copies the assembly bill created in BOM.

Create and Update Discrete Jobs
Discrete Job Definition
When you click the Components button on the µdiscrete jobs¶ form, the Material Requirements window is displayed with the component information. Here you can view each component¶s Main, Quantity, Supply, Comment, and ATP information. For those components with ATP rules, you can perform an ATP check from this window

Create and Update Discrete Jobs
WIP Supply Types
Supply types are defined in the bill of material. If the supply type is changed on discrete job, it overrides the supply types for all the components on that job.
NAME Based on bill Assembly Pull Bulk Operation Pull Push Vendor DESCRIPTION Component requirements with supply types from BOM or those on the Item Master are defaulted when a job is defined. Assembly pull components are issued to the job when the assembly is completed into inventory. These components are not transacted automatically in a job. Operation pull components are issued to the job when the operation is completed. Material is issued manually before consumption Vendor supplies material directly to WIP

Create and Update Discrete Jobs
WIP Supply Types
For Phantom supply type , Phantom subassemblies are exploded and their components become material requirements. Following BOM parameters to control the inheritance of a parent phantom¶s operation sequence and whether or not resources and overheads on phantom routings are recognized for costing and capacity planning purposes. 
Use Phantom Routings Inherit Phantom Inherit Phantom Operation Sequence

resource requirements. Dates and times for the operations. The routing created in BOM is copied to become a work in process routing that can be modified without affecting the BOM routing. and material requirements needed to build the job can be scheduled using detailed scheduling.Create and Update Discrete Jobs Creating Operations When a job is defined . operations and resource requirements are created based on the assembly routing. .

Create and Update Discrete Jobs Discrete Job Definition When you click the Operations button. . and Description. Here you can view each operation¶s Main. Dates. the Operations window is displayed. Quantities. you can display the resource requirements for a selected operation. from this window. Also.

Create and Update Discrete Jobs Update Discrete Job Data In a discrete job. . based on the job status  Routing information  Bill information  Sales order information  Job operations  Job requirements Note: If the profile option WIP: Job Name Updatable is set to No. the name of the existing job cannot be updated . following information can be updated:  Header information.

 There are no pending transactions in the open move interface table.  No resources at the operation have been charged. .Create and Update Discrete Jobs Update/Delete Discrete Job Operations An operation from a discrete job can be updated /deleted if:  There are no assemblies at the operation. There are no pending transactions in the open resource interface If an operation is deleted .  No assemblies have been completed at the operation. or to operation sequence 1 if there are no operations in the routing. WIP reassigns its material requirements to the first operation in the routing.

Create and Update Discrete Jobs Update/Delete Resources A resource requirement from a discrete job can be deleted if: That resource has not been charged to the operation. . There are no pending transactions in the open resource interface table.

as well as performance measurements. Production operators can: Quickly and easily obtain component and resource requirements. . This workstation enables to quickly and easily obtain information critical to supporting business decisions and controlling daily shop floor activities. Perform shop floor transactions without returning to the WIP menu.Create and Update Discrete Jobs Discrete Work Station Tool to graphically view and perform manufacturing activities on the shop floor.

Create and Update Discrete Jobs Discrete Work Station (N) WIP > Discrete > Discrete Workstation .

 Manage the activities like : ± Rework ± Upgrades ± Field service repair and maintenance ± Disassemblies ± Engineering prototypes ±± miscellaneous activities .  Report on all aspects of production.Create and Update Discrete Jobs Using Non standard Discrete Jobs Advantages:  Control materials and resources for nonstandard projects.  Track costs for various activities.

Include a job quantity on a nonstandard job.Create and Update Discrete Jobs Features of Nonstandard Jobs Assign any predefined bill/routing of material to a nonstandard job. Use expense costing to periodically write nonstandard production costs to expense accounts Define the WIP accounting class as an asset or as an expense to the job. Add the same assembly which is being built as a material requirement on the job¶s bill of material. . Specify an assembly on a nonstandard job.

Scheduling Discrete Jobs Scheduling Jobs Business Needs Planning material and resources quickly and accurately Establishing appropriate planning time fences for products Creating purchase orders for material accounting for vendor lead time Scheduling material to arrive at the operation where it is consumed Scheduling each resource at the operation where it is consumed Promising accurate product shipment dates ‡ .

Scheduling Discrete Jobs Scheduling Methods: Oracle Manufacturing supports two scheduling methods for discrete production: dynamic lead-time offsetting and detailed scheduling. and the workday calendar. or a resource based on order quantity. lead times. . an operation. Dynamic Lead-Time Offsetting: Estimating the start date of an order.

 Detailed scheduling is the most precise method in Oracle Manufacturing. .Scheduling Discrete Jobs Scheduling Methods: Detailed scheduling:  Jobs are scheduled to the minute based on detailed resource availability and usages.  Oracle Bills of Material calculates manufacturing lead times using detailed scheduling.

Processing lead time: The time required to procure or manufacture an item.Scheduling Discrete Jobs Lead Time Elements Preprocessing lead time: The time required to release a purchase order or a job from the time the requirement is known. Post processing lead time: The time to make a purchased item available in inventory from the time it¶s received. Processing lead time includes the fixed and variable portions of lead times. .

Oracle Bills of Material automatically calculates this value. . Oracle Bills of Material automatically calculates this value.Scheduling Discrete Jobs Lead Time Elements Cumulative manufacturing lead time: Total time required to make an item if all raw materials are in stock but all subassemblies will have to be made level by level. Cumulative total lead time: Total time required to make an item if no inventory existed and all the raw materials and make all subassemblies will have to be ordered level by level.

setup or teardown. These lead times are used by Oracle Manufacturing in dynamic lead-time offset calculations . Fixed lead time: That portion of time required to build an assembly that is independent of order quantity²for example. Variable lead time: That time required to produce one additional unit of an assembly.Scheduling Discrete Jobs Lead Time Elements Processing Lead time: Oracle Bills of Material computes the fixed and variable portions of processing lead time using routings and detailed scheduling.

all calendar days are considered as workdays.Scheduling Discrete Jobs Lead Time Elements Calculating Processing Lead Time for Manufactured Items: The algorithm schedules one discrete job for a quantity of zero (fixed lead time) and a second discrete job for the leadtime lot-size quantity (variable lead time). regardless of days off or workday exceptions. When computing processing lead time. .

Operation start dates and times for component demand requirements Resource load information for capacity planning .Scheduling Discrete Jobs Detailed Scheduling Business Needs Detailed scheduling is a method of scheduling production that considers minute-to-minute resource availability information as well as exact routing resource requirements Job completion dates and times for assembly supply availability Job start dates and times for job release Operation starts and completion dates and times .

Resource availability: The availability of a resource. taking into account the manufacturing calendar. Overlap: A situation in which two or more scheduled resources can operate at the same time. Critical path: The sequence of resources in the routing of a job that are used to schedule the job. shifts. including workday exceptions. This can be in one operation or across consecutive operations. and shift exceptions. .Scheduling Discrete Jobs Detailed Scheduling: Key Terms Resource requirement: The amount of a resource that is required to perform an activity in a routing of a job.

or Next must have a time-based unit of measure. such as U. Oracle Capacity performs resource load analysis only for resources with a time-based unit of measure. . must have the Scheduled attribute set to No.S. or gallons. kilograms. dollars.Scheduling Discrete Jobs Scheduling Rules All resources that have the Scheduled attribute set to Yes. Prior. All resources that have a unit of measure that is not timebased.

Scheduling Discrete Jobs Scheduling Methods: Oracle WIP Versus Oracle Planning Oracle WIP Schedules all discrete jobs backward or forward Oracle Planning Schedules all planned orders backward from the due date Schedules jobs into the past if Compresses jobs to start on the backward scheduling past the current current date if the calculated date start date would be in the past Uses detailed scheduling to schedule discrete jobs with routings to the minute Uses lead-time offset to schedule discrete jobs without routings to the day Uses lead-time offset to schedule planned orders for assemblies with routings and without routings to the day .

Create and update Repetitive schedules Repetitive Schedule  A repetitive schedule builds an assembly on a production line at a specific daily rate for a specific number of processing days. .

Define Repetitive Schedules 3.Set up Repetitive manufacturing 2.Build Repetitive Assemblies 5.Stop repetitive schedules and analyze repetitive Costs .Create and update Repetitive schedules Discrete Life Cycle START 1.Update Repetitive Schedules 4.

Total Quantity: The number of completed assemblies that are planned to be produced. the third one is automatically computed.Create and update Repetitive schedules Repetitive Schedule Elements Daily Quantity: The number of completed assemblies that are planned to be produced each day. from the first unit start date to the last unit start date. Days: The planned number of working days. The daily rate can be any positive number/decimals. Note: If you enter any two of the three values. The processing days can be any positive number/decimals. .

repetitive processing days. Equal to start of lead time First Unit Completion Date (FUCD): The date and time to complete production of the first assembly on a repetitive schedule. and hourly production rate . Equal to FUSD plus the lead time Last Unit Start Date (LUSD): The date and time to begin production of the last assembly on a repetitive schedule Calculated based on the FUSD.Create and update Repetitive schedules Repetitive Schedule Dates First Unit Start Date (FUSD): The date and time to begin production of the first assembly on a repetitive schedule.

Create and update Repetitive schedules Repetitive Schedule Dates Last Unit Completion Date (LUCD): The date and time to complete production of the last assembly on a repetitive schedule. Equal to LUSD plus the lead time .

.Create and update Repetitive schedules Repetitive Schedule Definition (N) WIP> Repetitive Manufacturing > Associating Lines and Assemblies The hourly production rate determines how fast each line can produce this assembly.

only Unreleased/ Released/On Hold statuses exist . When defining a schedule .Create and update Repetitive schedules Repetitive Schedule Definition (N) WIP> Repetitive> Repetitive Schedules Various stages in the life cycle of the Repetitive schedule.

Scheduling Repetitive production Business needs:  Optimized use of line capacity  Effectively sequenced repetitive production  Time-phase repetitive component demand and assembly availability .

.  Hourly production rate: The rate at which the production line can assemble items.  Maximum rate: The maximum number of completed assemblies a production line can produce per hour.  Line lead time: Time required to complete the 1st assembly on a production line starting from the 1st operation to completion into inventory.Scheduling Repetitive production Elements of Repetitive Line Scheduling  Minimum rate: The minimum number of completed assemblies a production line can produce per hour.

Scheduling Repetitive production Elements of Repetitive Line Scheduling  Line start time: The time a production line starts running every day. The line start time is used to schedule repetitive schedules on a line. This is equal to the hourly production rate times the line production hours. .  Line stop time: The time a production line stops running every day. The line stop time is used to schedule repetitive schedules on a line.  Daily line capacity: The daily production rate of assemblies on a production line.

from the first unit start date to the last unit start date. Also known as a production rate. .Scheduling Repetitive production Elements of Repetitive Line Scheduling  Daily rate: The number of completed assemblies a repetitive schedule plans to produce per day.  Repetitive processing days: The number of days you plan to work on a repetitive schedule.

Scheduling Repetitive production Repetitive Line Scheduling  Daily quantity is used to specify how many assemblies per day to build  Days are used to specify for how many days an assembly is to be produced at the specified rate  Line minimum and maximum daily rate can be used as a guideline for the daily quantity of schedule .

or the last unit start date and time and the last unit completion date and time.  Must enter either the first unit start date and time and the first unit completion date and time. .Scheduling Repetitive production Repetitive Line Scheduling  Can specify to the minute the start and completion dates and times of your repetitive schedule  Can schedule to the minute each day the operations and resources of the schedule. in order to define the lead time for a routing less assembly running on a routing-based line.  Can schedule all the requirements based on operation dates each day of the schedule.

.Scheduling Repetitive production Repetitive Line Scheduling The top horizontal line indicates the constant hourly production rate that was defined for the line for this assembly. Schedule production hours = quantity per day/ hourly production rate.

The un shaded area represents idle time for this assembly on this line.e.. The total quantity for the schedule is processing days times daily rate i. . the sum of all the shaded areas.Scheduling Repetitive production Repetitive Line Scheduling Each shaded area represents the quantity produced (the daily rate) in a day.

which is not allowed. Schedules are loaded into Oracle WIP with a status of Pending²Mass Loaded due to following reasons: -MRP does not consider existing schedules. . -MRP-suggested schedules may overlap with existing schedules.Scheduling Repetitive production Repetitive Line Scheduling Repetitive schedules based on suggestions from Oracle Planning or any other planning system can be defined. Implementing these schedules without looking at existing ones can result in overproduction.

Scheduling Repetitive production Repetitive Line Scheduling Not allowing overlap enables WIP to perform flow charging for repetitive schedules. . (Flow charging is when a repetitive assembly and line is charged rather than a specific job. It is based on FIFO.

. and decrease WIP valuation. Replenishment transaction is a material transaction to stage components in advance of backflushing. and valuation. Return transactions increase WIP material requirements. inventory balances.Work in Process Transactions Moves and Resources Work In Process Flow -Definitions Types of Material Transactions Issue transaction is a material transaction to issue component items from inventory to work in process. Return transaction is a material transaction to return components from WIP back to inventory.

Work in Process Transactions Moves and Resources Work In Process Flow -Definitions Types of Material Transactions Material issue transactions fulfill WIP material requirements on jobs or schedules. These reduce inventory balances and valuation & incur WIP costs and increase WIP valuation. Supply types are used to control how components are supplied to fulfill material requirements. . Push issue transaction is a material transaction to issue component items from inventory to work in process before you manufacture the assembly.

. A backflush transaction is also known as post±deduct or pull.Work in Process Transactions Moves and Resources Work In Process Flow -Definitions Types of Material Transactions Backflush transaction is a material transaction that automatically issues component items into work in process from inventory when you move or complete the assembly.

Automatic resource transactions for resources with autocharge type WIP Move . Moves normally follow the sequence as per routing. Move Transactions can initiate other transactions .Backflush issue transactions for components with supply type Operation Pull .Work in Process Transactions Moves and Resources Move Transactions Move transactions move assemblies from any operation on the routing to any other operation.Overhead transactions for overheads with basis type Item or Lot .

and Scrap. The steps are Queue. or scrap. Operation completions occur when quantities move into to move. reject. Run. Intraoperation steps are phases within an operation used to track assembly locations in detail. Interoperation moves are assembly moves from one operation to another in a routing.Work in Process Transactions Moves and Resources Move Transactions Intraoperation moves are assembly moves within an operation. To Move. Reject. .

Work in Process Transactions Moves and Resources Move Transactions autocharge flag controls operation completions and associated automatic transactions. Count point determines the default for the next operation for a move transaction. to make sure that all components are issued. Backflush flag controls when to process Backflush transactions. It¶s advisable that the Backflush flag of the last operation on a routing always be set to Yes. .

On uncompletion. system automatically reverses WIP move resource charges. Automatic resource charges for Lot-based resources are reversed when all assemblies have been uncompleted at the operation. An operation can be uncompleted by reversing any of the moves that constitute operation completion When an operation is uncompleted. .Work in Process Transactions Moves and Resources Backward Move Transactions Backward move is used to correct a mistake or to perform additional work at a previous operation. system automatically reverses any backflushing transactions that have taken place during the forward move.

Work in Process Transactions Moves and Resources Move Transactions WIP (N) Move Transaction > Move Transactions .

Work in Process Transactions Moves and Resources Overcompletions  Can over move or over complete within tolerance  Move and complete more assemblies than at operation Assignment of Shop Floor Statuses (N) Move Transaction > Shop Floor Statuses > Assign Shop Floor Statuses System provides an option that prevents users from performing move transactions over operations and intraoperation steps that have No Move statuses. depending on the autocharge types of the operations. .

Work in Process Transactions Moves and Resources Costing Move Transactions: Accounting Entries Costing Backflush Material Transactions Move transactions can automatically launch backflush transactions and charge resources and overheads. The accounting entries for backflush material transactions: Account Debit WIP accounting class valuation accounts XX Inventory valuation accounts Credit XX . Backflush material transactions increase WIP valuation and decrease inventory valuation.

The accounting entries for resource transactions: Account WIP accounting class resource valuation accounts Resource absorption account Debit XX Credit XX .Work in Process Transactions Moves and Resources Costing Move Transactions: Accounting Entries Costing Move-Based Resource Transactions Resource charges increase your work in process valuation.

The accounting entries for overhead transactions: Account WIP accounting class overhead account Overhead absorption account Debit XX Credit XX .Work in Process Transactions Moves and Resources Costing Move Transactions: Accounting Entries Costing Overhead Charges Overhead charges increase work in process valuation.

Work in Process Transactions Moves and Resources Costing Move Transactions: Accounting Entries Costing Backward Move Transactions Charges Backflush material Resource charges Overhead charges Reversed. Reversed if default basis is Lot only if the move results in zero net assemblies completed in the operation . Overhead charges reversed if default basis is Item. Yes only WIP Move resource charges are reversed.

Work in Process Transactions Moves and Resources Overhead Charging Charging Method Default Basis Overhead Charge Fixed amount per item Fixed amount for first unit completed Fixed amount for each resource unit charged Move-based Item overhead charging Lot Resource-based Resource units overhead charging Resource value Percentage of the resource value .

. system automatically charges move-based overheads. Move based overheads are overheads that have a default basis of Item or Lot. charges are reversed when all assemblies have been uncompleted at the operation. Upon uncompletion. overhead charges are reversed.Work in Process Transactions Moves and Resources Overhead Charging Move-Based Overheads Upon completion of an operation. For Lot-based overheads.

and these resources have associated overheads. the overheads will be charged when the resource is charged.Work in Process Transactions Moves and Resources Overhead Charging Resource-Based Overheads If the operation completion move resulted in automatic resource charges for WIP Move resources. Resource-based overhead charges are reversed when the resource transaction is reversed. . Therefore. a move transaction that completes an operation can result indirectly in resource-based overhead charges.

.Work in Process Transactions Moves and Resources Managing Rejected Assemblies Definitions:  Reject is an intraoperation step in an operation at which assemblies that require rework or need to be scrapped are recorded.  Scrap is an intraoperation step at which assemblies that cannot be reworked or completed are moved.  Scrap account is an account used to charge scrap transactions.

Work in Process Transactions Moves and Resources Managing Rejected Assemblies There are five ways to manage rejected assemblies in WIP      Move rejected assemblies to Reject. Add rework operation. Scrap rejected assemblies. Rework in a nonstandard job. . Inline rework.

 Option to scrap or recover the questionable assemblies. .Work in Process Transactions Moves and Resources Managing Rejected Assemblies Move rejected assemblies to Reject. Benefits  Isolates questionable assemblies.  Works well if there is space near the work center to temporarily store the  questionable assemblies (same operation.  Rejected assemblies can be moved to the Reject intraoperation step to possibly rework them at that operation or later move them to Scrap. same department).

 Offers the option to undo the transaction later if necessary.  Deducts from MRP supply on standard discrete jobs. Benefits  Isolates material.  Offers the option to write off scrap immediately instead of waiting for the job close (standard discrete/nonstandard asset jobs) or period close (repetitive/nonstandard expense jobs). .Work in Process Transactions Moves and Resources Managing Rejected Assemblies Scrapping Rejected Assemblies  Assemblies that cannot be recovered can be moved to the Scrap intraoperation step.

. and overhead costs at rework operation. resource.Work in Process Transactions Moves and Resources Managing Rejected Assemblies Reworking Rejected Assemblies  rejected assemblies can be reworked directly in the job by adding a rework operation in the WIP routing. Benefits  Use predefined rework operations for repeatable rework activities.  Add the rework operation when necessary.  Easily charge incremental material.

 Add the rework operation when necessary.Work in Process Transactions Moves and Resources Managing Rejected Assemblies Reworking Rejected Assemblies  rejected assemblies can be reworked directly in the job by adding a rework operation in the WIP routing. . and overhead costs at rework operation. Benefits  Use predefined rework operations for repeatable rework activities. resource.  Easily charge incremental material.

 Can easily charge incremental material/resource/overhead at rework operation.  Rework can be performed on a repetitive production line (Previous option applies only to discrete jobs as operations can¶t be added to a repetitive routing).Work in Process Transactions Moves and Resources Managing Rejected Assemblies Inline Rework  Can use a routing with a rework operation and rework rejected assemblies directly in the job/schedule. Benefits  Allows to predefine & use the rework operation on the routing when rework is anticipated. This is a std operation with a Count point No and the resources charge type Manual. .

 Optionally you can store the assemblies in that subinventory until you are ready to rework them.Work in Process Transactions Moves and Resources Managing Rejected Assemblies Using a Nonstandard Job to Rework Assemblies  Can rework rejected assemblies currently in an MRB subinventory using a nonstandard job. Benefits  Standardization of Process  Can use a separate Accounting class to track such orders .

that is required to manufacture. Lot-based resources are resources whose usage quantity represents the amount required per job or schedule. Resource basis is the basis for resource usage quantity that indicates whether that quantity is required per item or per lot. For example. it could be setup time for a machine. services purchased from a vendor. Resources include people. . except material and cash.Work in Process Transactions Moves and Resources Charging Resources Resource is a thing of value. cost. and physical space. machines. tools. and schedule products.

. it could be the amount of time required to process each assembly at an operation for the job.Work in Process Transactions Moves and Resources Charging Resources Item-based resources are resources whose usage quantity represents the amount required per assembly you make. For example. Transacting a resource is synonymous with charging a resource. Resource transaction is a transaction where resource costs are charged to a discrete job or repetitive schedule.

. The autocharge type for this type of resource is Manual.Work in Process Transactions Moves and Resources Charging Resources WIP Move Resource : A WIP move resource is a resource that is automatically charged to a discrete job or repetitive schedule by a move transaction that completes an operation. The autocharge type for this type of resource is WIP Move. Manual Resource: A manual resource is a resource that you manually charge to a discrete job or repetitive schedule.

Manually charging resources without a move Manually charging resources with a move Manually reversing resource charges .Work in Process Transactions Moves and Resources Charging Resources Manually Charging Resources Resources can manually be charged to a discrete job/repetitive assembly and line with or without an associated move transaction.

Resources with an autocharge type of Manual assigned to the operations completed during the move can be charged. the resource can be charged at the employee labor rate instead of the standard rate by specifying an employee identifier. WIP (N) Move Transaction > Move Transactions (B) Resources .Work in Process Transactions Moves and Resources Charging Resources Manually Charging Resources with a Move Move transaction can be performed normally . (WIP displays those resources automatically). If the standard rate flag for a manual resource is No. This transaction is done from the Move Transactions window using Resources button. and the resource type is Person.

Any resource not previously assigned to an operation in a job or schedule can be charged. It can have autocharge type Manual/WIP move. The resource must be defined for the department associated with the operation.Work in Process Transactions Moves and Resources Charging Resources Manually Charging Resources without a Move Any resource assigned to an operation in a job or schedule can be charged. This transaction is done by navigating to the Resource Transactions window. WIP (N) Resource Transactions > Resource Transactions .

This transaction is done by navigating to the Resource Transactions window. WIP (N) Resource Transactions > Resource Transactions .Work in Process Transactions Moves and Resources Charging Resources Manually reversing Resource charges User can manually reverse resource charges at any time by specifying negative resource units applied.

Work in Process Transactions Moves and Resources Charging Resources Automatic Resource Transactions Automatically charging resources at standard rate  Completing an operation and automatically charging resources  Reversing resource charges .

.Work in Process Transactions Moves and Resources Charging Resources Automatically Charging Resources at Standard Rate Resources can be automatically charged at their standard rate to a discrete job or repetitive assembly and line while performing a move transaction.

. WIP move resources with a basis type of Lot are charged upon completion of the first assembly at the operation the resource is tied to.Work in Process Transactions Moves and Resources Charging Resources Completing an Operation and Automatically Charging Resources All resources with an autocharge type of WIP move are charged at their standard rate. WIP move resources with a basis type of Item are charged upon completion of each assembly at the operation the resource is tied to.

Work in Process Transactions Moves and Resources
Charging Resources
Reversing Resource Charges 
If an uncompletion is performed, system automatically reverses any resource charges associated with the completion for WIP move resources. If a WIP move resource has a basis type of Lot, system reverses the resource charges only if all assemblies are uncompleted at the operation.

Work in Process Transactions Moves and Resources
Charging Multiple Schedules 
Flow charging is a repetitive transaction method in which system charges material, move, resource, and overhead transactions to a specific assembly on a line rather than a specific repetitive schedule. If more than one schedule has a status that allows charges, user can perform transactions against the consolidated sum of all the schedules. For example, if there are three schedules for 100 units each with status Released for the same assembly and line combination, up to 300 units could be moved with one transaction.

Work in Process Transactions Moves and Resources
Charging Multiple Schedules
Advantages of Flow Charging Flow charging means that shop floor data entry can be performed by charging against the assembly and line. Flow charging means that all transactions against an assembly on a line can be batched and then enter all of them in one transaction. Flow charging supports the idea of a schedule being less of an individual entity than a discrete job is. As long as two schedules build the same assembly on the same line, system does not distinguish between them for transaction purposes.

The repetitive allocation algorithm allows the system to allocate the transactions that were flow charged to particular schedules.Work in Process Transactions Moves and Resources Charging Multiple Schedules Repetitive Allocation Repetitive allocation is a system technique for applying transaction quantities and costs across several repetitive schedules that are building the same repetitive assembly on the same line. .

Work in Process Transactions Moves and Resources
Costing Resource Charges at Resource Standard 
Resource charges increase work in process valuation. The accounting entries for resource transactions are:
Account WIP accounting class resource valuation account Resource absorption account Debit XX XX Credit 

The accounting entries for negative manual resource transactions and backward moves for WIP move resources are:
Account Resource absorption account WIP accounting class resource valuation account Debit XX Credit

XX

Work in Process Transactions Moves and Resources
Costing Labor Charges at Actual
For labor charges using an actual or employee rate for a resource with the Standard Rate check box clear, the job or schedule is debited at the actual or employee rate. The employee rate used needs to be set up at the organization level. The absorption account is credited at the same rate. The variance between actual and standard is captured at the time of accounting close. accounting entries for resource transactions are:
Account WIP accounting class resource valuation account Resource absorption account Debit XX XX Credit

Work in Process Transactions Moves and Resources
Costing Resource Transactions
If the actual rate is greater than the standard rate, the accounting entries are:
Account Debit WIP accounting class resource valuation account XX Resource rate variance account XX Resource absorption account Credit

XX

If the actual rate is less than the standard rate, the accounting entries are:
Account Debit WIP accounting class resource valuation account XX Resource rate variance account Resource absorption account Credit

XX XX

. Outside processing resources can be defined under average costing. The average cost of completed assemblies in WIP can be calculated. Resources can be charged to WIP at actual or average cost.Work in Process Transactions Moves and Resources Weighted Average costing Material can be charged to WIP at average cost.

. Completion subinventory is an inventory location at the end of production line or shop floor routing where completed assemblies from work in process are received . This is often the supply subinventory for subassemblies or finished goods inventories for final assemblies.Complete Discrete Jobs and Repetitive Schedules Completing Jobs Definitions Assembly completion transaction is a material transaction in which assemblies are received into inventory from a job or repetitive assembly/line upon completion of the manufacture of the assembly.

if there is a routing. . All Assembly Pull material attached on the bill is backflushed. The quantity in the To Move step of the last operation is decreased. The Quantity Complete on the job or repetitive schedule is increased. either to be used as subassemblies or to be shipped as finished goods.Complete Discrete Jobs and Repetitive Schedules Completing Jobs Completion Transaction Process The finished assemblies are received into inventory.

Complete Discrete Jobs and Repetitive Schedules Completing Jobs Completion Transaction Process If the quantity completed equals the total quantity for a schedule. the schedule¶s status is changed to Complete²No Charges. . Job and repetitive schedule statuses are automatically updated to Complete when the total number of assemblies completed and scrapped on a job or repetitive schedule is greater than or equal to the required quantity. its status is changed to Complete. If the schedule is the last active schedule. and there are other active schedules following it on the assembly/line.

Complete Discrete Jobs and Repetitive Schedules Completion Transactions Complete assemblies from jobs and repetitive schedules into inventory Return completed assemblies from inventory to jobs and repetitive schedules over-complete assemblies .

Complete Discrete Jobs and Repetitive Schedules Completion Transactions (N) WIP > Material Transactions > Completion Transactions Assemblies can be over completed to inventory from jobs and schedules per established tolerance limits without changing the job start quantity. .

Complete Discrete Jobs and Repetitive Schedules Work order less completions Using work order-less completions:  Complete assemblies without having to create a job or schedule  Do several tasks in one step at completion  Substitute components  Support lot and serial number control  Cost transactions using standard and average costing .

Complete Discrete Jobs and Repetitive Schedules Work order less completions (N) WIP > Material Transactions > Workorder-less Completion Transactions .

 User performing a disassembly using a nonstandard job.Complete Discrete Jobs and Repetitive Schedules Returning Assemblies from Inventory to WIP Completed assemblies can be returned to work in process using the Completion Transactions window as well as the Move Transactions window.  User mistakenly completed unfinished assemblies to inventory.  User found a quality problem. . Reasons to Return Assemblies to WIP  User want to perform additional processing.

Complete Discrete Jobs and Repetitive Schedules Returning Assemblies from Inventory to WIP Return Characteristics  User can return assemblies from inventory to WIP by selecting Return as the transaction type. . they are returned to inventory when you return the assembly to work in process.  Any assembly pull components that were backflushed upon completion are unbackflushed.  User can return as many assemblies as needed. that is.

Complete Discrete Jobs and Repetitive Schedules Costing Completion Transactions Costing Assembly Completion Transactions Completion transactions decrease work in process valuation and increase inventory valuation. The accounting entries for assembly completion transactions are: Account Subinventory elemental accounts WIP accounting class valuation accounts Debit XX XX Credit .

These overheads can be earned as assemblies into are completed into inventory.Complete Discrete Jobs and Repetitive Schedules Costing Completion Transactions Earning Assembly Material Overhead on Completion  Overheads can be assigned based on the total value of an item. The accounting entries are: Account Subinventory material overhead account Inventory material overhead absorption account Debit XX XX Credit .

 Completions are valued using the sum of the actual costs of resources and materials issued to a job  Partial completions are valued using the appropriate proportional sum of actual resource and materials issued to a job  Final completions are valued using the total net value in a job  The unit cost of a completion is computed elementally Material .Complete Discrete Jobs and Repetitive Schedules Manufacturing Average Costing  Items can be costed at a weighted average perpetual cost. Overhead &Outside processing .Resource.Material and overhead .

.  If the subsequent schedule is released. or if it is unreleased and falls into the auto release time fence.Complete Discrete Jobs and Repetitive Schedules Completion Transactions for Repetitive Schedules Roll forward Rules  When all assemblies of a schedule are completed. WIP does not roll the excess material charges forward. WIP checks the schedule for any excess components resulting from over issue of material requirements. WIP rolls the excess material charges forward to that schedule.  If there is no subsequent schedule to auto release.

 If the schedule is defined but unreleased. the completion of the preceding schedule can serve as a signal to automatically release the next unreleased schedule.  A line can continue running and build repetitive assembly if another schedule is defined for the assembly on that line.Complete Discrete Jobs and Repetitive Schedules Completion Transactions for Repetitive Schedules Autorelease  Repetitive production can be streamlined by automatically releasing the next schedule when one schedule is completed. .

 A job that was closed in an accounting job that is no longer open cannot be unclosed . it should be done this immediately after the close using the Close Discrete Jobs window.  A job that is linked to a sales order cannot be unclosed.  If assembly costs are rolled up between the time a job is closed and unclosed.  Only jobs closed in error should be unclosed. the Close Discrete Jobs function security parameter must be set to Y.Complete Discrete Jobs and Repetitive Schedules Closing Discrete Jobs Can the Status of a Closed Job Be Changed?  To be able to unclose jobs. costs may be incorrect because the unclose process does not revalue the job.

Work In Process Interfaces WIP Interfaces  Open Move Transaction Interface  Open Resource Transaction Interface  Work Order Interface .

including external data collection devices such as bar code readers. automated test equipment.  The interface validates the records & marks invalid transactions. cell controllers. The records can be loaded into the Open Move Transaction Interface from a variety of sources.Work In Process Interfaces WIP Interfaces Open Move Transaction Interface  This interface is used to transfer WIP move transaction information into Oracle Applications. and other manufacturing execution systems. so that the transactions can be corrected & resubmitted .

Work In Process Interfaces WIP Interfaces Open Move Transaction Interface This interface enables users to perform many of the functions possible from the Move Transactions window.  Move assemblies between operations and intra-operation steps  Scrap assemblies  Move assemblies from an operation and complete them into inventory with a single transaction  Over-complete a quantity greater than the job or schedule quantity if over-completions are enabled  Return assemblies from inventory and move to an operation with a single transaction .

Work In Process Interfaces WIP Interfaces Open Move Transaction Interface Ad hoc operations cannot be added through this interface even if the WIP Allow Creation of New Operations parameter is set. The table populated while inserting records into the interface is WIP_MOVE_TXN_INTERFACE Types of move transactions Move transaction Move Completion Move Return .

WIP_ENTITY_NAME  FM_INTRAOPERATION_STEP_TYPE. TRANSACTION_UOM. TO_INTRAOPERATION_STEP_TYPE. TRANSACTION_DATE. PROCESS_STATUS.TO_OPERATION_SEQ_NUM are only required for move transaction & move return transactions .FM_OPERATION_SEQ_NUM. ORGANIZATION_CODE. TO_OPERATION_SEQ_NUM. PROCESS_PHASE.Work In Process Interfaces WIP Interfaces Open Move Transaction Interface  Columns to be populated: FM_INTRAOPERATION_STEP_TYPE. LINE_CODE. TRANSACTION_QUANTITY.FM_OPERATION_SEQ_NUM are only required for move transaction/ completion transactions  TO_INTRAOPERATION_STEP_TYPE.

and time card entry forms can be used to collect resource and overhead transaction data. then load the data into the Open Resource Transaction Interface for WIP to process.Work In Process Interfaces WIP Interfaces Open Resource Transaction Interface  This interface is used to charge resources.  The interface validates the data and marks any that are invalid so that it can be corrected and resubmitted. External data collection devices such as bar code readers. . payroll systems.

Work In Process Interfaces WIP Interfaces Open Move Transaction Interface This interface enables users to perform many of the functions possible from the Resource Transactions window. This feature is unique to the Resource Transaction Interface.  Charge labor resources  Charge overhead resources  Charge outside processing resources  Add ad hoc resources Note: Non-person resources cannot be charged at an actual usage rate or amount through the Resource Transactions window. .

RESOURCE_SEQ_NUM. PROCESS_STATUS. TRANSACTION_QUANTITY.Work In Process Interfaces WIP Interfaces Open Move Transaction Interface The table populated while inserting records into the interface is WIP_COST_TXN_INTERFACE  Columns to be populated: OPERATION_SEQ_NUM. ORGANIZATION_CODE. ORGANIZATION_ID. TRANSACTION_UOM. WIP_ENTITY_NAME . TRANSACTION_DATE. TRANSACTION_TYPE. PROCESS_PHASE.

Work In Process Interfaces WIP Interfaces Open Move Transaction Interface  PROCESS_PHASE describes the current processing phase of the transaction.2 Resource Processing  PROCESS_STATUS contains the state of the transaction. The Cost Worker processes each transaction row through the following two phases Values: 1 Resource Validation .2 for overhead transactions & 3 for outside processing transactions . 2 Running .3 Error  TRANSACTION_TYPE should be set to: Values: 1 for normal resource transactions. Values: 1 Pending .

and scheduling details.Work In Process Interfaces WIP Interfaces Work order Interface The Work Order Interface enables users to import Discrete job and Repetitive schedule header information. resource usage. components. Options available:  Planned orders for new Discrete jobs. resources. and scheduling information from any source. using a single process.  Discrete job operations. resource. and suggested Repetitive schedules . material.  Update and reschedule recommendations for existing Discrete jobs. and Discrete job operations.

and operations. components. and the WIP_JOB_DTLS_INTERFACE table (WIP Job Details Interface table). and scheduling information into the WIP_JOB_DTLS_INTERFACE table.Work In Process Interfaces WIP Interfaces Work order Interface  The Work Order Interface consists of two tables: the WIP_JOB_SCHEDULE_INTERFACE table (Open Job and Schedule Interface table). Header information is loaded into the WIP_JOB_SCHEDULE_INTERFACE table. . resources.

and scheduling information into the WIP_JOB_DTLS_INTERFACE table. and the WIP_JOB_DTLS_INTERFACE table (WIP Job Details Interface table). . components.Work In Process Interfaces WIP Interfaces Work order Interface  The Work Order Interface consists of two tables: the WIP_JOB_SCHEDULE_INTERFACE table (Open Job and Schedule Interface table). and operations. resources. Header information is loaded into the WIP_JOB_SCHEDULE_INTERFACE table.

Picking for Manufacturing Picking for Manufacturing  Introduced in 11. .5.  Operation or assembly pull material can be excluded from the tasks.7 Family pack for manufacturing  Combines the functionality of Manufacturing & Warehouse management system to provide rule based component picking.  Migration to the new Picking for Manufacturing is optional for WIP users..

. Picking supports discrete/lot based jobs.Picking for Manufacturing Picking for Manufacturing  Move orders will be created for all component requirements. as well as to track and transact the component requirements. as well as flow & repetitive schedules.  The use of move orders will allow users to use the standard inventory picking rules.

Material issued directly to job .Transacting the move order / task decrements inventory  Supply type assembly / operation pull .Picking for Manufacturing Picking for Manufacturing  Supply type push .Material pulled at operation move or assembly completion .Optionally excluded from process .Material moved to supply subinventory .

Picking for Manufacturing Picking for Manufacturing  Pick release selected jobs -Use Inventory Rules to allocate material -Allocated material cannot be used for other transactions -Create move orders for the required material -Missing material is backordered and available for rerelease  Optionally print move order pick slip report  Move order transacted on desktop -Query on specific jobs or schedules -Update allocations if necessary .

 All the material requirements for a job is released under a single move order irrespective of the supply types.5. . zone pick etc.) supported by Order management also can be used. .Picking for Manufacturing Picking for Manufacturing Current Functionality in Release 11. bulk pick. However this feature is limited to Discrete jobs only.  User will have the option on printing of the pick slips at the time of pick release.9  User can specify upto which operation the material needs to be pick released for a single or set of jobs.  Various picking methodologies (like cluster pick.

9  User can choose whether to plan tasks by default or not for each pick release.5.Picking for Manufacturing Picking for Manufacturing Current Functionality in Release 11. . if allocation was partial. user can check the leftover requirements for a job by clicking on a particular job node.  User can see the backordered quantity for each component.  After the pick release. . . This option can also be set at organization level and can be overridden by user while pick releasing.

.Picking for Manufacturing Picking for Manufacturing (N) WIP> Discrete> Component Pick Release .

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