Skip Headers

Oracle Process Manufacturing Process Execution User's Guide
Release 12.1
Part Number E13652-05
Go to Table of Contents
Contents
Go to previous page
Previous
Go to next page
Next

Reports and Concurrent Programs

This topic explains several preformatted reports that assist you in the picking of production batch materials, ticketing of materials to use in production, evaluating scheduled batch and firm planned order production activities, assessing variances in actual and calculated batch yield, and evaluating unusual usage cost variances. The procedures for running the Item Substitution for Batches, Ingredient Picking, and Migration Recreate Open Batches concurrent programs are presented.

This chapter covers the following topics:

Requirements

Following are some requirements that customers have for reports and concurrent programs in Process Execution:

Can materials be picked prior to release of a production batch?

Yes. Ingredients can be picked prior to batch release and is facilitated by the Batch Pick List report. The report identifies lots that must be picked and their individual warehouse locations.

Batch Pick List Report Identifies Lots Picked for Production

The Batch Pick List report helps the Production Operator identify picked materials prior to releasing a batch and serves as a guide to picking materials reserved for use.

Can you pick ingredients for a group of batches at once?

Yes. The Ingredient Picking concurrent program lets you pick ingredients for a group of pending and WIP batches that have open ingredient requirements.

Can you substitute ingredients in a batch with substitute ingredients?

Yes. The Item Substitution for Batches concurrent program lets you substitute ingredients in a batch with substitute ingredients that are effective in a given date range.

Does the application print a batch ticket?

Yes. The Batch Ticket report enables the Production Operator to sort batches by document number or by start date and batch number.

Batch Ticket Report Identifies a Sequenced Item Material List for All Batch Components

The Batch Ticket report lets the Production Operator list batches by document number or by start date and batch number. Each batch component is listed in sequence by item, planned quantity, and UOM. All steps associated with the batch are provided with batch operation and version, step quantity, and UOM.

Can you view production activities by recipe and start date for a specific time period?

Yes. The Planned Production Activity report shows all scheduled batch and firm planned orders activities for a defined interval.

Planned Production Activity Report Displays Batch and Firm Planned Order Activities Scheduled for a Specified Interval

The Planned Production Activity report lets the Production Supervisor review plant utilization by listing all batch and firm planned order activity for a specified time period including document numbers, start dates, end dates, and recipe usage are identified.

Can yield variances be monitored by batch document number?

Yes. The Batch Yield Variance report provides an analysis of accounting value and accounting yield for batches selected by batch document number or start date.

Batch Yield Variance Report Enables Evaluation of Total Value Variance

The Batch Yield Variance report calculates the sum of all value variances in a batch. Value variances are individual differences between the accounting value and actual value of planned or formula costs of product produced by a batch.

Can unusual usage variances be identified for production batches that have undergone material substitution?

Yes. The Material Usage and Substitution Variance report provides a comparison of all batches over a defined interval.

Material Usage and Substitution Variance Report Enables Evaluation of Material Substitution

By comparing total usage variance to total subvariances that result from ingredient substitution you can identify the impact of material substitutions on batch costs. The accounting unit cost must be current for this report to help Production Supervisors evaluate substitutions based on batch size and actual usage of material.

Running the Batch Pick List Report

The Batch Pick List report identifies the material that must be picked for production batches. If you allocate ingredients before releasing batches, then the Batch Pick List report identifies the lots that must be picked and the warehouse locations. Use the Batch Pick List report as a guide to picking material before actual allocation.

See: Oracle E-Business Suite User's Guide

To submit the Batch Pick List report:

  1. Navigate to the Submit Request window.

  2. Enter Batch Pick List in the Name field.

  3. Enter any of the following fields to narrow the scope of the report:

  4. Select one of the following to indicate how to sort the report:

  5. Click OK.

  6. Complete the fields on the Submit Request window.

  7. Click Submit.

  8. View or print the report.

Batch Pick List Report Output

The following fields display on the Batch Pick List report:

Running the Batch Ticket Report

The Batch Ticket report prints batch tickets that identify the batch document number and include information about the recipe used to produce the batch, planned start date, planned completion date, required completion date, and specific items and item quantities used in manufacturing the batch. Specify the order that batches are sorted and where to print the report.

See: Oracle E-Business Suite User's Guide

To submit the Batch Ticket report:

  1. Navigate to the Submit Request window.

  2. Enter Batch Ticket in the Name field.

  3. Enter any of the following fields to narrow the scope of the report:

  4. Select one of the following to indicate how to sort the report:

  5. Click OK.

  6. Complete the fields on the Submit Request window.

  7. Click Submit.

  8. View or print the report.

Batch Ticket Report Output

The following fields display on the Batch Ticket report:

Running the Planned Production Activity Report

The Planned Production Activity report shows scheduled batch and firm planned order production activities. Unreleased batches that have a status of Pending are reported. Specify the range of batches or firm planned orders, the date range, the sort order, and where to print the report.

See: Oracle E-Business Suite User's Guide

To submit the Planned Production Activity report:

  1. Navigate to the Submit Request window.

  2. Enter Planned Production in the Name field.

  3. Enter any of the following fields to narrow the scope of the report:

  4. Select one of the following to indicate how to sort the report:

  5. Click OK.

  6. Complete the fields on the Submit Request window.

  7. Click Submit.

  8. View or print the report.

Planned Production Activity Report Output

The following fields display on the Planned Production Activity report:

Running the Batch Yield Variance Report

The Batch Yield Variance report displays the actual and calculated batch yield. The report helps you evaluate differences between specified recipe yield and actual batch yield. Variances are calculated based on the accounting cost for each item used in the batch. You can specify a date range, an item range, and a range of batches, the sort order, and where to print the report.

See: Oracle E-Business Suite User's Guide

To submit the Batch Yield Variance report:

  1. Navigate to the Submit Request window.

  2. Enter Batch Yield Variance in the Name field.

  3. Enter any of the following fields to narrow the scope of the report:

  4. Select one of the following to indicate how to sort the report:

  5. Click OK.

  6. Complete the fields on the Submit Request window.

  7. Click Submit.

  8. View or print the report.

Batch Yield Variance Report Output

The following fields display on the Batch Yield Variance report:

Running the Material Usage and Substitution Variance Report

The Material Usage and Substitution Variance report displays the actual and calculated batch yield. The report identifies batches with unusual usage costs and provides a cost comparison and variance of actual costs against the standard usage that must be incurred as setup for each formula. Variances are calculated based on the accounting cost for each item used in the batch. Specify a date range, an item range, and a range of batches, the sort order, and where to print the report. Variance is calculated based on the effective item that is the substitute item, as of the planned start date of the batch.

See: Oracle E-Business Suite User's Guide

To submit the Material Usage and Substitution Variance report:

  1. Navigate to the Submit Request window.

  2. Enter Material Usage and Substitution Variance In the Name field.

  3. Enter any of the following fields to narrow the scope of the report:

  4. Select one of the following to indicate how to sort the report:

  5. Click OK.

  6. Complete the fields on the Submit Request window.

  7. Click Submit.

  8. View or print the report.

Material Usage and Substitution Variance Report Output

The following fields display on the Material Usage and Substitution Variance report:

Running the Item Substitution for Batches Concurrent Program

Item Substitution for Batches is a concurrent program that substitutes the given items in the pending batches that match the effective date range. The concurrent program substitutes the item and displays the output that lists the updated batches and errors encountered during the substitution.

Prerequisites

To run the Item Substitution for Batches concurrent program

  1. Navigate to the Parameters window.

  2. Enter From Batch Number and To Batch Number to update batches within a specific range of batch numbers.

  3. Enter the Ingredient to only update batches containing a specific ingredient.

  4. Enter the Start Date. Pending batches with Planned Start Date later than the date entered are updated with the substitute item.

  5. Enter the End Date. Pending batches with Planned Start Date between Start Date and End Date are updated after you run the concurrent program. If the End Date is not specified, then all pending batches later than the Start Date are updated.

  6. Click OK.

  7. Click Submit. Note the Request ID number.

  8. Note the Request ID number.

  9. Choose View from the menu and select Requests to view the status of your request in the concurrent program manager. When your request ID is complete with a Status of Normal, display the results of the item substitution.

  10. Click View Output on the Requests window to view the item substitutions performed in the batches.

Item Substitution for Batches Concurrent Program Output

The following fields display on the Item Substitution for Batches concurrent program output:

A message displays that the substitutions are successful. If a substitution does not occur for a batch, then an error message displays.

Running the Ingredient Picking Concurrent Program

The Ingredient Picking concurrent program lets you pick ingredients for pending and WIP batches that have open ingredient requirements. The concurrent program picks the ingredients for the batches and displays the output that lists the picked batches and errors encountered during the picking.

To run the Ingredient Picking concurrent program

  1. Navigate to the Parameters window.

  2. Enter Batches as:

  3. Select Include Pending as Yes to include pending batches.

  4. Select Include WIP as Yes to include work in process (WIP) batches.

  5. Enter any of the following:

  6. Enter the Pick Slip Grouping Rule to use for picking.

  7. Select Print Pick Slip as Yes to print pick slips.

  8. Select Plan Tasks as Yes to create tasks. This is enabled for Warehouse Management Systems enabled organizations only. If this is selected as Yes, then picking tasks are created but not released. Refer to the Oracle Warehouse Management User's Guide and the Oracle Mobile Supply Chain Application for Oracle Process Manufacturing for more information.

Running the Migration Recreate Open Batches Concurrent Program

The Migration Recreate Open Batches is a concurrent program that allows you to recreate all the pending batches that were cancelled during the validation.

Important: This concurrent program applies to migration to Release 12.0.

To run the Migration Recreate Open Batches concurrent program

  1. Navigate to the Submit a New Request window.

  2. Select Migration Recreate Open Batches.

  3. Click Submit.

  4. Note the Request ID Number.

Running the Make to Order Concurrent Program

The Make to Order concurrent program allows you to create batches or firm planned orders in response to sales orders.

Note: For input parameters where you can specify a range (Low and High values) the following conditions apply:

Prerequisites

To run the Make to Order concurrent program

  1. Navigate to the Parameters window.

  2. Enter the Operating Unit as the organization where the production of the items mentioned in the sales orders is planned. The parameter can be defaulted or specified at run time. If this program is run for a specific Operating Unit then list of values for operating unit dependent parameters will be validated against the Operating Unit entered. Else those parameters will show appropriate values for all Operating Units the user has access to.

  3. Set the Use Reservation Time Fence to Yes to include the value of the Process Execution Parameter, Use Reservation Time Fence, when creating batches or FPOs using the concurrent program.

  4. Enter the Order Number (Low) and Order Number (High) to consider a sales order or a range of sales orders for creating batches or firm planned orders.

  5. Enter Customer Name to create batches or FPOs for sales orders from a specific customer.

  6. Enter Order Type to create batches or FPOs for sales orders of a specific order type.

  7. Enter Line Type to create batches or FPOs for sales orders for a specific line type.

  8. Enter Warehouse to create batches or FPOs by warehouse (organization).

  9. Enter Item to create batches or FPOs based on a specific item required.

  10. Enter Line Request Date (Low) and Line Request Date (High) to consider sales orders with line requests that were placed in a specific date range, for batch or FPO creation.

  11. Enter Schedule Ship Date (Low) and Schedule Ship Date (High) to consider sales orders with schedule ship dates in a specific date rangem for batch or FPO creation.

  12. Enter Schedule Arrival Date (Low) and Schedule Arrival Date (High) to consider sales order with schedule arrival dates in a specific date rangem for batch or FPO creation.

  13. Enter Ordered Date (Low) and Ordered Date (High) to consider the sales orders that were ordered in a specific date range, for batch or FPO creation.

  14. Enter Demand Class to consider sales orders of a specific demand class for batch or FPO creation. For example, internet sales, catalog sales. Refer to the Oracle Advanced Supply Chain Planning and Implementation Guide for more information. Enter a Demand Class previously defined in the application.

  15. Enter Planning Priority to consider sales orders depending on planning priority, for batch or FPO creation. For example, you can set the concurrent program to first cum first serve basis planning priority to create batches for a sales order that was booked first. Enter a Planning Priority previously defined in the application

  16. Set Booked to Yes if the sales order is booked for production.

  17. Click OK, then Submit.

    The log file generated as a result of submission of the concurrent program displays the batch or FPO created for production based on the parameters entered.