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Oracle Process Manufacturing Process Execution User's Guide
Release 12.1
Part Number E13652-05
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Process Execution Workbench

The Process Execution Workbench is a navigator that lets you view summary information about batches and firm planned orders by organization, batch, firm planned order, product, and status. There are two tabs located on the navigator - Batches and Firm Planned Orders. Click either tab to access the summary information that you are interested in. The batch and firm planned order summary information windows provide access to batch and firm planned order maintenance windows so that you can review or edit the data. You can also create custom views that provide a convenient method to locate and access a batch or firm planned order.

This chapter covers the following topics:

Creating a Custom View

Use the Find function through the Process Execution Workbench to create either a standard or advanced custom view which is a convenient method to locate and access a batch or firm planned order. Once a view is generated, the criteria or output can be saved in the Personal or Public Shortcuts for future use.

See: Oracle E-Business Suite User's Guide

Standard Custom View

A standard custom view allows you to query the database for batches or firm planned orders based on organization, document, product, planned start date, and status. The result of the query lists the batch or firm planned order documents sorted by organization and document number. Double-click a document line in the results list to display the Batches or Firm Planned Order windows. These windows are also accessible by selecting a document line in the results list and clicking Details. If the document is in the context organization, then this option is available. Use the Batch Details and Firm Planned Orders: Details windows to review or edit the data.

The following search criteria are available in the standard custom view. Enter any number or combination of fields:

Once a view is generated, the criteria or output can be saved for future use in the Personal or Public Shortcuts.

Advanced Custom View

The advanced custom view lets you perform a complex query to search for batches or firm planned orders based on the criteria entered.

An advanced search on the following items is available:

The following operators are supported:

To create an Advanced Custom View:

  1. Select an item.

  2. Select an operator from the Condition field.

  3. Enter a specific value.

  4. Once a view is generated, the criteria or output can be saved for future use in the Personal or Public Shortcuts.

Viewing Batch Summary Information

Use the Process Execution Workbench which is a navigator to view summary information about batches by batch, organization, product, and status. There are two tabs located on the navigator - Batches and Firm Planned Orders. Click the Batches tab to access summary information about batches. Use the View By option in the Process Execution Workbench to change the way you view the summary information.

The View By Batch options provides a list of batches ordered by planned start date, plant, or batch number. Only batches associated to the organizations that you have access to are listed in the navigator.

The View By Product options provides a list of batches organized by products. The product list is sorted by product code or product planning class. Only products and coproducts for which batches exist are listed in the navigator.

The View By Status option provides a list of batches organized by status code.

The View By Organization option provides a list of batches for an organization. Only organizations for which batches exist are listed in the navigator. Also, only batches associated to the organizations that you have access to are listed.

Batch Summary Window Features

The following features are available on a summary window:

Some of the summary windows provide a Number of Documents field. This is the number of documents on the summary window.

The Find option allows you to quickly locate a particular batch. Enter the Document to search for and click Find.

The Details button provides access to the Batch Details window for the current batch and is enabled only for documents in the context organization. Use the Batch Details window to review or edit the data.

The Batch Steps button provides access to the Batch Steps window for the current batch. Through the Batch Steps window, you can review or edit the data.

Batch Summary Windows Details

Each batch summary is described in this topic. A description of the summary and its associated fields are provided.

Summary of Documents by Organization

The Summary of Documents by Organization window displays all batches grouped by organization. To view this summary, the View By option must indicate Organization and an organization in the navigator must be selected.

The following fields are available in this summary window:

Number of Documents, Document, Status, Terminated Indicator, Product, Revision, Planned Quantity, UOM, Planned Start Date

Details lets you display the Batch Details window for the batch. Use Find to search for a specific batch.

Summary of Documents by Status

The Summary by Status window displays all batches grouped by status. Batches can be viewed by Pending, WIP, Completed, Closed, and Canceled. To view this summary, the View By option must indicate Status and a status in the navigator must be selected.

The following fields are available in this summary window:

Number of Documents, Document, Product, Revision, Planned Quantity, UOM, Planned Start Date

Details lets you display the Batch Details window.

Summary of Documents by Product

The Summary by Product window displays all batches grouped by product. To view this summary, the View By option must indicate Product and a product in the navigator must be selected.

The following fields are available in this summary window:

Number of Documents, Document, Status, Terminated indicator, Product, Revision, Planned Quantity, UOM, Planned Start Date

Details lets you display the Batch Details window.

Summary of Document

The Summary of Document window displays all batches grouped by an organization. To view this summary, a batch in the navigator must be selected.

The following fields are available in this summary window:

Document, Status, Terminated indicator, Laboratory Batch indicator , Product, Planned Quantity, Actual Quantity, UOM, Planned Start Date, Planned Completion Date, Actual Start Date, Actual Completion Date

Details lets you display the Batch Details window. Batch Steps lets you display the Batch Steps window.

Summary of Batch Steps

The Summary of Batch Steps window displays all the steps for the selected batch. To view this summary, the Steps node for the batch in the navigator must be selected.

The following fields are available in this summary window:

Batch, Recipe, Version, Description, Step, Operation, Version, Description, Step Status, and Terminated indicator

Details lets you display the Batch Details window and Batch Steps lets you display the Batch Steps window for the batch.

Summary of Step

The Summary of Step window displays information about each batch step. To view this summary, select Steps in the navigator.

The following fields are available in this summary window:

Step, Step Status, Operation, Version, Operation Description, Planned Step Quantity, Planned Step Quantity UOM, Terminated indicator, Actual Step Quantity, Actual Step Quantity UOM, Planned Start Date, Actual Start Date, Planned Completion Date, Actual Completion Date

Details lets you display the Batch Details window and Batch Steps lets you display the Batch Steps window.

Summary of Products

The Summary of Products window displays all the products for the selected batch. To view this summary, the Products node for the batch in the navigator must be selected.

The following fields are available in this summary window:

Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Batch Details window.

Summary of Byproducts

The Summary of Byproducts window displays all the byproducts for the selected batch. To view this summary, select the batch Byproducts node in the navigator.

The following fields are available in this summary window:

Document, Recipe, Version, Description, Line, Item, Planned Quantity, Actual Quantity, UOM.

Details lets you display the Batch Details window.

Summary of Ingredients

The Summary of Ingredients window displays all the ingredients for the selected batch. To view this summary, select the batch Ingredients node in the navigator.

The following fields are available in this summary window:

Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Batch Details window.

Summary of Ingredient

The Summary of Ingredient window displays information for the selected ingredient. To view this summary, select an ingredient for a batch in the navigator.

The following fields are available in this summary window:

Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Consumption Type, Scale Type, Scrap Factor, Phantom Type

Summary of Step Details

The Summary of Step Details window displays the batch step detail. To view this summary, select the step activities node in the navigator. The following fields are available in this summary window:

Step, Operation, Version, Description, Activity, Activity Description, Planned Activity Factor, Actual Activity Factor

Details lets you display the Step Activities window.

Summary of Products By Step

The Summary of Products By Step window displays the products associated to a particular step. To view this summary, open a batch step in the navigator and select a Product.

The following fields are available in this summary window:

Document, Recipe, Version, Step, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Batch Details window.

Summary of Byproducts By Step

The Summary of Byproducts By Step window displays the byproducts associated to a particular step. To view this summary, open a batch step in the navigator and select a Byproduct.

The following fields are available in this summary window:

Document, Recipe, Version, Step, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Batch Details window.

Summary of Ingredients by Step

The Summary of Ingredients by Step window displays the ingredients associated to a particular step. To view this summary, open a batch step in the navigator and select an Ingredient.

The following fields are available in this summary window:

Document, Recipe, Version, Step, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Batch Details window.

Summary of Product

The Summary of Product window displays information for the selected product. To view this summary, select a batch product in the navigator.

The following fields are available in this summary window:

Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type, Cost Allocation

Summary of Byproduct

The Summary of Byproduct window displays information for the selected byproduct. To view this summary, select a batch byproduct in the navigator.

The following fields are available in this summary window:

Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type

Summary of Step Activity

The Summary of Step Activity window displays information for each step activity. To view this summary, select a step activity in the navigator. The following fields are available in this summary window:

Step, Activity, Activity Description, Planned Start Date, Planned Complete Date, Actual Start Date, Actual Complete Date, Offset Interval, Planned Activity Factor, Actual Activity Factor

Details lets you display the Step Activities window.

Summary of Step Activity Resource

The Summary of Step Activity Resource window displays information for the selected resource. To view this summary, select a batch step resource in the navigator.

The following fields are available in this summary window:

Resource, Resource Description, Plan Resource Count, Plan Resource Quantity, Planned Resource Usage, Calculate Charges indicator, Actual Resource Count, Actual Resource Quantity, Actual Resource Usage, Planned Start Date, Planned Complete Date, Actual Start Date, Actual Complete Date, Resource Type, Offset Interval, Scale Type

Details lets you display the Step Resources window. Process Parameters lets you display the Process Parameters window

Note: The Details, Batch Steps, and Process Parameters buttons are enabled only for the documents in the context organization.

Viewing Firm Planned Order Summary Information

Through the Process Execution Workbench which is a navigator lets you view summary information about firm planned orders by organization, product, firm planned order and status. There are two tabs located on the navigator - Batches and Firm Planned Orders. Click the Firm Planned Orders tab to access summary information about firm planned orders. Use the View By option in the Process Execution Workbench to change the way you view the summary information.

The View By Firm Planned Order options provides a list of firm planned orders ordered by planned start date, organization, or firm planned order number. Only firm planned orders associated to the organizations that you have access to are listed in the navigator.

The View By Product options provides a list of firm planned orders organized by products. The product list is sorted by product code or product planning class. Only products and coproducts for which firm planned orders exist are listed in the navigator.

The View By Status option provides a list of firm planned orders organized by status code.

The View By Organization option provides a list of firm planned orders organized by organization. Only organizations for which firm planned orders exist are listed in the navigator. Also, only firm planned orders associated to the plant that you have access to are listed.

Firm Planned Order Summary Window Features

The following features are available on a summary window:

Some of the summary windows provide a Number of Documents field. This is the number of documents on the summary window.

The Find option allows you to quickly locate a particular firm planned order. Enter the Document to search for and click Find.

The Details button provides access to the Firm Planned Order: Details window for the current firm planned order. Through the Firm Planned Order: Details window, review or edit the data.

Firm Planned Order Summary Windows Details

Each firm planned order summary is described in this topic. A description of the summary and its associated fields are provided.

Summary of Documents by Organization

The Summary of Documents by Organization window displays all firm planned orders grouped by organization. To view this summary, the View By option must indicate organization and an organization in the navigator must be selected.

The following fields display in this summary window:

Number of Documents, Document, Status, Product, Revision, Planned Quantity, UOM, Planned Start Date

Details lets you display the Firm Planned Order: Details window.

Summary of Documents by Status

The Summary of Documents by Status window displays all firm planned orders grouped by status. Firm planned orders can be viewed by Pending, Converted Firm Planned Order, and Canceled. To view this summary, the View By option must indicate Status and a status in the navigator must be selected.

The following fields are available in this summary window:

Number of Documents, Document, Product, Revision, Planned Quantity, UOM, Planned Start Date

Details lets you display the Firm Planned Order: Details window.

Summary of Documents by Product

The Summary of Documents by Product window displays all firm planned orders grouped by product. To view this summary, the View By option must indicate Product and a product in the navigator must be selected.

The following fields are available in this summary window:

Number of Documents, Document, Status, Product, Revision, Planned Quantity, UOM, Planned Start Date

Details lets you display the Firm Planned Order: Details window.

Summary of Document

The Summary of Document window displays all firm planned orders by an organization. To view this summary, select a firm planned order in the navigator.

The following fields are available in this summary window:

Document, Status, Product, Planned Quantity, Actual Quantity, UOM, Planned Start Date, Planned Completion Date, Actual Start Date, Actual Completion Date

Details lets you display the Firm Planned Order: Details window.

Summary of Products

The Summary of Products window displays all the products for the selected firm planned order. To view this summary, select the Products node for the firm planned order in the navigator.

The following fields are available in this summary window:

Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Firm Planned Order: Details window.

Summary of Byproducts

The Summary of Byproducts window displays all the byproducts for the selected firm planned order. To view this summary, select the Byproducts node for the firm planned order in the navigator.

The following fields are available in this summary window:

Organization, Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Firm Planned Order: Details window.

Summary of Ingredients

The Summary of Ingredients window displays all the ingredients for the selected firm planned order. To view this summary, select the Ingredients node for the firm planned order in the navigator.

The following fields are available in this summary window:

Organization, Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM

Details lets you display the Firm Planned Order: Details window.

Summary of Ingredient

The Summary of Ingredient window displays information for the selected ingredient. To view this summary, select an ingredient for a firm planned order in the navigator.

The following fields are available in this summary window:

Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Consumption Type, Scale Type, Scrap Factor, Phantom Type

Summary of Product

The Summary of Product window displays information for the selected product. To view this summary, select a product in a firm planned order in the navigator.

The following fields are available in this summary window:

Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type, Cost Allocation

Summary of Byproduct

The Summary of Byproduct window displays information for the selected byproduct. To view this summary, select a byproduct within a firm planned order in the navigator.

The following fields are available in this summary window:

Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type

Note: The Details button is enabled only for the documents in the context organization.

Finding a Firm Planned Order from the Workbench

The Find Firm Planned Orders dialog box lets you search for and list all firm planned orders that fit the parameters you specify on the Standard and Advanced regions of the window.

Prerequisites

To find a firm planned order from the workbench:

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

  2. Enter as many parameters as needed to complete the search:

  3. Click Find.

  4. Review the results of the search.

To save search criteria to Personal Shortcuts:

  1. Click Save As ...

  2. Select Search Criteria.

  3. Enter a New Folder Name for the search criteria.

  4. Click Save.

To save selected results of the search to Personal Shortcuts:

  1. Click Save As ...

  2. Select Only Selected Results.

  3. Enter a New Folder Name for the selected results.

  4. Click Save.

Finding a Batch from the Workbench

The Find Batch dialog box lets you search for and list all batches that fit the parameters you specify on the Standard and Advanced regions of the window.

Prerequisites

To find a batch from the workbench:

  1. Navigate to the Find Batches dialog box.

  2. Enter as many parameters as needed to complete the search:

  3. Click Find.

  4. Review the results of the search.

To display a selected Document Number:

  1. Select the Document Number from the search Results list.

  2. Click Details.

To save search criteria to Personal Shortcuts:

  1. Click Save As ...

  2. Select Search Criteria.

  3. Enter a New Folder Name for the search criteria.

  4. Click Save.

To save selected results of the search to Personal Shortcuts:

  1. Click Save As ...

  2. Select Only Selected Results.

  3. Enter a New Folder Name for the selected results.

  4. Click Save.

To set date conditions for a search:

  1. Select one of the following for Item:

  2. Select one of the following for the date Condition:

    If you save this search to your Personal Shortcuts, then the application uses the current system date when you rerun the saved search.

  3. Enter the Value for the selected condition.

  4. Click Find.