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Oracle Process Manufacturing Process Execution User's Guide
Release 12.1
Part Number E13652-05
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Firm Planned Orders

This topic provides a general understanding of firm planned orders, including how to find one once it is created on the Create Batch/Firm Planned Order window. You are shown how to modify a firm planned order, how to select validity rules, and reroute it. You are also shown how to reschedule the firm planned order. This topic also discusses how to convert the firm planned order to a batch, how to display material details in the order, and how to scale the firm planned order. Creating a firm planned order is similar to creating a batch.

Refer to “Creating a Batch or Firm Planned Order” for more information on creating a firm planned order.

This chapter covers the following topics:

Requirements

The following answers some questions regarding firm planned orders in Process Execution.

Can the firm planned order be used as a material planning tool?

Yes. Although the firm planned order does not commit onhand inventory, it is a useful planning tool, since it serves as both a reminder of future production events and can be used to create batches. The pending supply and demand from a firm planned order is visible to and used by Oracle Process Manufacturing Process Planning applications.

Using the Firm Planned Order as a Planning Tool

A firm planned order is similar to a production batch in that it creates a time phased supply and demand of material . However, the firm planned order itself does not commit current onhand inventory. This distinction separates medium and long range demand from close range production batch demand. Inventory cannot be reserved against a firm planned order. However, the firm planned order can be converted into multiple, simultaneous, or consecutive batches. Therefore, it is possible for firm planned orders to be used for aggregate production planning or as a multi-batch entry tool.

Can you reschedule a firm planned order?

Yes. Firm planned orders can be rescheduled and subsequently modified using the Reschedule window available from the Firm Planned Order: Details window.

Reschedule or Modify Firm Planned Orders Quickly

The Reschedule window is used to change the Planned Start date or Planned Completion date fields. The application recalculates the field that was not changed. You can also scale firm planned orders that are not yet converted to batches.

Can you reroute a firm planned order?

Yes. A firm planned order can be rerouted using the Reroute option from the Actions menu of the Firm Planned Order: Details window.

When you choose Reroute, the Recipe Validity Rules Summary dialog box displays and is used to select a validity rule with a different routing.

Can you scale a firm planned order?

Yes. A firm planned order can be scaled using the Scale Batch window.

The Scale Batch window enables you to scale a batch or firm planned order by a percentage or a specific amount.

Understanding Firm Planned Orders

Firm Planned Orders are designed for medium and long range production planning. Inventory planners manage discrepancies between net requirements and actual orders that cover them. Unplanned events can change gross requirements. Planners cannot change the actual quantities of these gross requirements directly, however they can change the timing and quantities of material on orders. The firm planned order enables them to do this.

Creating a Firm Planned Order

You create firm planned orders:

Firm planned orders serve as a guideline for batch creation. When you convert a firm planned order to one or more batches, the application selects the appropriate formula or recipe and validity rule to use. If more than one validity rule exists, then select the appropriate one for the production run. The application displays the appropriate Recipe Validity Rules Summary window for this selection. If you are converting a firm planned order to more than one batch, then you can use one validity rule for all batches, or you can select individual validity rules for each batch. Since batches are created from firm planned orders based on a formula or recipe that is set up in the Oracle Process Manufacturing (OPM) Product Development application, and not on the firm planned order itself, you cannot edit the products, ingredients, or byproducts on the firm planned order. Since the batch is based on a formula and not directly on the firm planned order, you cannot edit the quantities of these items directly. If you were permitted to edit these fields on the firm planned order, then the changes would be lost when you converted the firm planned order to a batch. However, you can scale a firm planned order. Since a batch is based on the firm planned order product quantity, the batch is automatically scaled when it is created.

Refer to "Creating a Batch or Firm Planned Order" for more information.

Finding a Firm Planned Order

The Find Firm Planned Orders dialog box lets you search for firm planned orders that are created for a plant.

Prerequisites

To find a firm planned order:

  1. Navigate to the Find Firm Planned Orders dialog box.

  2. Make no entries to search all records. Enter any of the following criteria to narrow the search:

  3. Click Find. The Firm Planned Order: Details window displays the results of the search.

To enter a new firm planned order from the Find Firm Planned Orders window:

  1. Click New.

  2. Enter the new firm planned order as described in "Creating a Batch or Firm Planned Order."

Editing a Firm Planned Order

The Firm Planned Order: Details lets you edit an existing firm planned order. You can edit text, convert the firm planned order to a batch, cancel the order, reroute or reschedule, and scale the Firm Planned Order.

You can use folders and flexfields with this window.

See: Oracle E-Business Suite User's Guide and Oracle E-Business Suite Flexfields Guide

Prerequisites

To edit a firm planned order

  1. Navigate to the Firm Planned Order: Details window.

Main

  1. The following fields are display only:

  2. Planned Start displays the planned start date for the Firm Planned Order. This field defaults from the date assigned on the Create Batch/Firm Planned Order window. Edit this field for a Pending Firm Planned Order by choosing Reschedule from the Actions menu.

  3. Enter the Required Completion date for the Firm Planned Order.

Additional Information

  1. The following fields are display only:

  2. Routing is the code for the routing used in the Firm Planned Order. Edit this field on a Pending Firm Planned Order by choosing Reroute from the Actions menu.

  3. Firmed is selected when the WPS engine should not reschedule the Firm Planned Order. You can edit this indicator.

    Refer to "Defining Firmed Batches" in the Oracle Process Manufacturing Process Planning User's Guide for additional information.

Ingredients

  1. The following fields are display only:

Products

  1. The following fields are display only:

By-Products

  1. The following fields are display only:

To edit text in a Firm Planned Order

  1. Choose Edit Text from the Tools menu. The Select Text Paragraph window displays.

  2. Make appropriate text changes.

To display process instructions

Choose Process Instructions from the Tools menu.

To display the workday calendar

Choose Workday Calendar from the Tools menu.

To display recipe validity rules

Choose View Validity Rule from the Tools menu.

To navigate from a phantom Firm Planned Order to its parent Firm Planned Order

Choose Edit Parent from the Tools menu from the phantom Firm Planned Order.

To navigate to the phantom Firm Planned Order that produces a phantom ingredient

  1. Select a phantom ingredient.

  2. Choose Edit Phantom from the Tools menu.

To convert a Firm Planned Order to a batch

  1. Choose Convert To Batch from the Tools menu.

  2. Convert a Firm Planned Order into one or more batches as described in "Converting a Firm Planned Order to a Batch."

To scale a Firm Planned Order

  1. Choose Scale Firm Planned Order from the Tools menu.

    Refer to "Scaling a Firm Planned Order" for more information.

Rerouting a Firm Planned Order

The Recipe Validity Rules Summary dialog box displays when you reroute a firm planned order so that you can select the appropriate validity rule.

Prerequisites

To reroute a firm planned order:

  1. Navigate to the Firm Planned Order: Details window.

  2. Choose Reroute from the Actions menu. The Recipe Validity Rules Summary dialog box displays so that you can select a validity rule with a different routing. A message displays when no other validity rules exist for the formula.

  3. Select a new validity rule.

  4. The following message displays:

    "Use Workday Calendar?"

  5. Click Yes to use the workday calendar.

    Refer to the Oracle Process Manufacturing Product Development User's Guide for a complete discussion of selecting and using recipe validity rules.

Rescheduling a Firm Planned Order

The Reschedule dialog box is available from the FPO: Material Details window. You use it to change a scheduled firm planned order. You can change the planned start date and time and the planned completion date and time on a firm planned order.

By changing the planned start date and time, you also change the planned start date and time for any pending ingredient transactions. By changing the planned completion date and time, you also change the planned completion date and time for any pending product and byproduct transactions.

If you change either the Planned Start or Planned Completion field, then the application queries whether to apply the change to the other field. If you respond Yes, then the application calculates the difference between the original date and time and the new date and time, and applies this difference to the entry in the field you did not enter. For example, if you add three days to the planned start date three days, then the application adds three days to the planned completion date and time.

Prerequisites

To reschedule a firm planned order:

  1. Navigate to the Reschedule dialog box.

  2. Enter one of the following:

  3. Select Use Workday Calendar to use the Workday Calendar for rescheduling the firm planned order.

  4. Click OK. The following message displays:

    Do you want the application to calculate the other date based on the batch duration? If you click No then date gaps or date truncation may occur.

  5. Click Yes to recalculate either the Planned Start or Planned Completion dates based on the date entered in step 2.

  6. Click OK.

Converting a Firm Planned Order to a Batch

The Convert Firm Planned Order To Batch window enables you to create one or more batches based on the firm planned order.

This window displays when you choose Convert to Batch from the Tools menu of the Firm Planned Orders: Details window. After you complete all required fields on the Convert Firm Planned Order To Batch window, the Recipe Validity Rules Summary window displays when there is more than one validity rule. You can use a different validity rule for the batch than you used for the firm planned order.

Leadtime defaults are based on the item leadtimes, but can be changed. The Use Leadtime Entered indicator lets you select whether to use the leadtime, or have the batch creation process use the calculated duration from the production rules or the routing, if one exists.

You can use folders with this window.

See: Oracle E-Business Suite User's Guide

Prerequisites

To convert a firm planned order to a batch:

  1. Navigate to the Convert Firm Planned Order To Batch window.

  2. Product displays the product code and product description for the primary product produced by the firm planned order.

  3. Enter the Start the Completion date. Required.

  4. Select Use Workday Calendar to schedule the Firm Planned Order-to-batch conversion according to the workday calendar associated to the organization.

  5. Enter the Quantity Per Batch as the quantity of product to produce by each batch created from the firm planned order. You can change the default value. Required.

  6. Product Quantity displays the quantity of product to produce by the batch.

  7. Enter the total number of Batches to produce from the firm planned order. The default is one. If you enter a Quantity Per batch that is less than half the Product Quantity, then it changes to Product Quantity divided by the Quantity Per Batch. Required.

  8. The following fields are display only:

  9. Enter the Offset Type as the multiple batch scheduling method to use by selecting:

  10. Enter a Batch Offset as the amount of time between batches. This field is dependent on the scheduling method selected in the Offset Type field.

  11. Enter the Leadtime as the number of hours required to manufacture one batch. This is added to the Planned Start date to calculate the Planned Completion date. If the leadtime can be calculated from the batch steps or item leadtime, then any value entered here is overridden unless you select Use Leadtime Entered. Required.

  12. Select Use Leadtime Entered to enforce the leadtime you entered. Deselect this indicator to use the calculated duration from the item leadtime or the routing.

  13. The following fields are display only:

To display the workday calendar:

Click Workday Calendar to display the workday calendar.

Scaling a Firm Planned Order

The Scale Batch window enables you to scale a batch or firm planned order by a percentage or a specific amount. Enter a percentage to scale any selected item up or down by a percent of the displayed quantity. For example, from the product, if you enter 100 percent, then the product quantity is scaled up by 100 percent, or doubled, and the ingredient quantities are increased accordingly. If you enter -50, or negative fifty percent, then the product quantity is decreased by half. Alternatively, you can enter the desired quantity to scale to.

To scale a firm planned order refer to the "Scaling a Batch or Firm Planned Order" topic.