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Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide
Release 12.1.3.4
Part Number E37993-04
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Oracle Process Manufacturing Extensions for Oracle Endeca

This chapter covers the following topics:

Overview

You can use Oracle Process Manufacturing (OPM) Extensions for Oracle Endeca to search and filter batch status, batch delays, ingredient and resource shortage, quantity of scraps, quality sample results, and batch yield information. Using the Process Manufacturing Endeca dashboard pages, you can review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables. You can search using OPM pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS. In OPM, the following region and pages enable search functions using Endeca Information Discovery integration:

Batch Search Page: This page displays the complete set of process batches with any of the following status:

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1.3.3 for the Oracle Process Manufacturing Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Process Manufacturing Extensions for Oracle Endeca User InterfaceProcess Manufacturinguser interface

Batch Search Page

The Batch Search page displays Endeca content for Oracle Process Manufacturing batch processes. You can search for process batches, materials, steps, activities, resources, sales orders, and view production metrics, charts, and a results table. The following is a display of the Batch Search page.

From the Production Supervisor responsibility, navigate to the Batch Search page:

(N) Endeca Batch Search

the picture is described in the document text

Within the Endeca regions on the Batch Search page, you can track process batch activity. You can analyze data and review process batch production metrics, charts, graphs, and tables. The following describes the Endeca Batch Search page regions and components:

Region Components
Alerts The Alerts component displays information related to the health of the shop floor operations. Alerts include:
  • Low Yields

  • Quality Action Required

  • Test Value Out Of Range

  • High Priority Customer Batch Delays

Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:
  • Batches

  • Material

  • Steps

  • Activities

  • Resources

  • Resource Parameters

  • Transaction Reasons

  • Quality Samples

  • Expiring Lots

  • Batch Dates

  • Step Dates

  • Activity Dates

  • Resource Dates

  • Quality Sample Dates

Production Metrics (metrics bar)

Note: The Metric Components are color coded to highlight warnings and health:

- Red: Critical warning state

- Yellow: Warning

- Gray: Normal

- Green: Good

  • In WIP Batches

    Count of all batches with 'Released' status.

  • Pending Batches

    Count of all batches with 'Pending' status.

  • Completed Batches

    Count of all batches with 'Complete' status.

  • Delayed Batches

    Count of batches where 'Actual Completed Date' is later than 'Planned Completion Date', or the 'Planned Start Date' is past and the batch has not started.

  • Delayed Steps

    Count of Batch Steps that are delayed.

  • Batches with Unallocated Material

    Count of batches with Unallocated Ingredients.

  • Delayed FPOs

    Count of delayed Firm Planned Orders.

  • Non-conformances

    Count of open Non-conformances.

  • Pending Samples

    Count of sample results in 'Pending' status.

  • Rejected Samples

    Count of sample results in 'Reject' status.

  • Yield Percent

    Average yield of completed batches.

  • Customers with Delayed Batches

    Count of customers with delayed batches

Transaction Reasons (tag cloud) Top Ten Transaction Reasons Tag Cloud Component

Note: The Transaction Reasons tag cloud component displays the top ten transaction reasons by frequency of occurrence.

Non-conformances (tag cloud) Top Ten Non-conformances Tag Cloud Component

Note: The Non-conformances tag cloud component displays the top ten non-conformances by frequency of occurrence.

Batch Insights (tabbed component container)
Overview (tab)
Batches by Status (chart)
  • Series Dimension (color)

    • (none)

    • Organization


Batch Progress (chart)
Batch Insights (tabbed component container)
Delays (tab)
Delayed Batches (chart)
  • Sort Options

    • Batch Delay

    • Batch Delay by Batch Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization

    • Customer


Delayed Steps (chart)
  • Sort Options

    • Step Delay

    • Step Delay by Step Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization

Batch Insights (tabbed component container)
Products/By-Products (tab)
Products (chart)
  • Sort Options

    • Product

    • Product by Batch Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization

    • Customer


By-Products (chart)
  • Sort Options

    • By-Product

    • By-Product by Batch Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization

    • Customer

Batch Insights (tabbed component container)
Unallocated Ingredients (tab)
Batches by Unallocated Ingredients (chart)
  • Sort Options

    • Ingredient

    • Ingredient by Batch Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization


Products by Unallocated Ingredients (chart)
  • Sort Options

    • Product

    • Product by Batch Number (count distinct)

  • Series Dimension

    • (none)

    • Organization

Batch Insights (tabbed component container)
Quality Results (tab)
Sample Results (chart)
  • Sort Options

    • Item

    • Item by Sample Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization


Sample Results Details (cross tab)
Batch Insights (tabbed component container)
Yields (tab)
Yield Percent By Organization, Product (chart)
  • Sort Options

    • Organization

    • Organization by WIP Plan Material Yield (average)

  • Metric (value axis)

    • Actual to WIP Plan Yield

    • Actual to Plan Yield

  • Series Dimension (color)

    • (none)

    • Organization

    • Customer


Product Yield Details (cross tab)
Batch Insights (tabbed component container)
Nonconformances (tab)
Non Conformances by Organization (chart)
  • Sort Options

    • Nonconformance

    • Nonconformance by Nonconformance Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization


Non Conformances by Product, Customer (chart)
  • Sort Options

    • Item

    • Item by Nonconformance Number (count distinct)

  • Series Dimension (color)

    • (none)

    • Organization

    • Customer

Batch Insights (tabbed component container)
Expiring Lots (tab)
Expiring Lots by Organization (chart)
  • Sort Options

    • Expiration Period

    • Expiration Period by Expiring Lot Number (count distinct)


Expiring Lots Details (cross tab)
Search Results (tabbed component container) The Search Results displays the following results tables:
  • Batches

  • Materials

  • Steps

  • Activities

  • Resources

  • Sales Orders

  • Transaction Reasons

  • Nonconformances

  • FPO

Oracle Process Manufacturing Extensions for Oracle Endeca Product ConfigurationProcess Manufacturingproduct configuration

Setting Up Oracle Process Manufacturing Extensions for Oracle Endeca

The Oracle Process Manufacturing application configuration and setup must be completed after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1).

Setup and Configuration Steps

To set up Oracle Process Manufacturing Extensions for Oracle Endeca, you must complete the following steps:

  1. Set Access Control by assigning UMX roles and updating access grants.

  2. Schedule Setup for Full Endeca Refresh.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Process Manufacturing

As part of the Oracle E-Business Suite-EID integration for the Oracle Process Manufacturing application, the following UMX Role is provided:

UMX Role Internal Code Name
GMO Endeca Access Role UMX|GMO_ENDECA_ACCESS_ROLE

You must add the new UMX role 'GMO Endeca Access Role' (Internal Code Name: UMX|GMO_ENDECA_ACCESS_ROLE) to enable Endeca menus for the Production Supervisor responsibility (or any other custom responsibility which is using the same menu). You must assign this UMX role to the responsibility. When this UMX role is assigned to the Production Supervisor responsibility, the Endeca Batch Search page appears.

If you want to use the Endeca-related role with more than one responsibility, then you must have an additional grant with a security context corresponding to each responsibility. You can add grants for a given role as a separate process instead of while you are adding the role to the responsibility.

Complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

  1. Assign a UMX Role to the Responsibility.

  2. Update GMO_ENDECA_ACCESS_GRANT Grant.

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1).

Setting Up the Scheduler for Endeca Full Refresh

The initial data upload for Endeca Search is complete when the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Select the graph for schedule to run. I.e. Full.grf/incremental.grf.

  13. Click Create to set the scheduler.