Oracle Discrete Manufacturing Information Discovery Plus

This chapter covers the following topics:

Overview
Discrete Work Order Search User Interface
Oracle Project Manufacturing - Overview Page
Oracle Project Manufacturing - Work Orders Page
Oracle Project Manufacturing - Procurement Page
Oracle Project Manufacturing - Cost Activities Page
Oracle Projects Manufacturing - Inventory Page
Oracle Project Manufacturing - Sales Orders Page
Setting Up Oracle Discrete Manufacturing Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Discrete Manufacturing Information Discovery Plus
Scheduling Setup for Full Endeca Upload or Refresh
ETL Parameters for Oracle Discrete Manufacturing Information Discovery Plus
Views and Joins for Oracle Discrete Manufacturing Information Discovery Plus
Concurrent Processes for Oracle Discrete Manufacturing Information Discovery Plus
Menus for Oracle Discrete Manufacturing Information Discovery Plus
Overview
Setting Up Oracle Project Manufacturing
Running the Full Load Graph
Setting Up the Scheduler to Load Incremental Graphs
Views and Joins in Oracle Project Manufacturing

Overview

Oracle Discrete Manufacturing Information Discovery Plus enables you to search and view dashboard metrics related to job status, job delays, component and resource shortage, quantity of scraps, and rejects. You can use the Oracle Information Discovery Discrete Work Order Search page to view and analyze the data using Key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables. Oracle Discrete Manufacturing Information Discovery Plus Work Order Search provides:

Proactive response to work order issues
Rapid diagnosis and resolution to current issues affecting schedules from key insights
Accurate and fact based decisions for shopfloor
Improved yield, cost, and cycle time management

This chapter provides product-specific details required to integrate Oracle E-Business Suite Information Discovery with Oracle E-Business Suite Release 12.2 V8 for the Oracle Discrete Manufacturing application. This supplements the information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Projects Manufacturing

You can use Oracle Project Manufacturing to get a 360 degree view of Project Supplier Chain activities. It allows you to analyze Oracle Projects and Oracle Project Manufacturing data from different dimensions.

As a Project Manager or a Supervisor, you can search for a project using project number, project name, or project description and other project attributes. You can then access the details for a project from the list of projects that matched your search criteria. Based on the Project search result, you can view all the project information and drill down to review additional details for the project including budgets, expenditures, project status, RFQ, quotation, requisitions, purchase orders, blanket POs, manufacturing plans, WIP jobs, onhand balances, sales orders, onhand values, and line schedules. You can review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.

You can search using Oracle Project Manufacturing pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.2 V8 for the Oracle Project Manufacturing for Oracle the Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Discrete Manufacturing Information Discovery Plus User Interface

Discrete Work Order Search User Interface

Use the Discrete Work Order Search page to search and view dashboard metrics related to job status, job delays, component and resource shortage, quantity of scraps, and rejects. The page displays information and data graphically and in tabular format. The following graphic displays a partial view of the Discrete Work Order Search page.

From the MES Supervisor responsibility, navigate to the Discrete Work Order Search page:

(N) MES Supervisor > Discrete Work Order Information Discovery

the picture is described in the document text

Within the Discrete Work Order Search page, you can search and filter work order information. You can analyze the data and review work order and production metrics, charts, graphs, and tables. The following describes the Discrete Work Order Search page regions and components:

Region	Components
Alerts	Alerts are provided that guide users to critical actions that need to be taken to address time sensitive issues.
Advanced Search Boolean Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	You can use the Available Refinements component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names: Work Order Details Work Order Quantities Work Order Dates Discrete Job (descriptive flexfield attributes) Sales Order Details Bill Details Routing Details Project Details Operation Details Operation Quantity Operation Dates Operation Information (descriptive flexfield attributes) OSP Details OSP Quantity OSP Dates Component Details Component Quantity Component Date Resource Details Resource Quantity Resource Dates Exception Details Exception Dates Assembly Serial Number Serial Numbers (descriptive flexfield attributes) Serial Attributes (descriptive flexfield attributes)
Production Metrics (summarization bar) Note: The Metrics Components are color coded to highlight warnings and health: - Red: Critical warning state - Yellow: Warning - Grey: Normal - Green: Good	Released Work Orders Unreleased Work Orders Completed Work Orders Work Orders on Hold Cancelled Work Orders Expedited Work Orders Customer Count Delayed Work Orders Delayed Operations Delayed OSP Operations Sales Orders Overdue Open Exceptions Components Shortage Resources Shortage Scraps (percentage) Rejects (percentage) Work Order-less Transactions
Exception Reasons (tag cloud)	Top Ten Exception Reasons Tag Cloud Component Note: The Exception Reasons component displays the top ten exception reasons by frequency of occurrence.
Work Order Insights (tabbed container component) Overview (tab)	Work Order Overview (chart) Sort Options Job Status Job Status by Job (unique values) Dimensions (category axis) Status Assembly Base Model Assembly Customer Department Job Class Job Early Start Days Job Early Completion Days Job Type Project Name Scheduled Start Date Scheduled Completion Date Scheduled Ship Date Ship Date Approach Risk Days Series Dimensions (color) (none) Organization Name Assembly Base Model Job Expedited Status Operations Overview (chart) Sort Options Department Department by ORG_JOB_OP (unique values) Dimensions (category axis) Department Assembly Base Model Department Description Operation Code Operation Step Resource Resource Description Scheduled Operation Start Date Scheduled Operation Completion Date Shopfloor Status Series Dimensions (color) (none) Operation Step Job Status Operation Code Operation Early Start Days Operation Early Completion Days Resource Shopfloor Status
Work Order Insights (tabbed container component) Exceptions (tab)	Exceptions Count by Exception Type (chart) Sort Options Exception Type Exception Type by Exception ID (unique values) Dimensions Exception Type Exception Reason Series Dimensions (color) (none) Exception Status Assembly Customer Exception Reason Job Type Organization Name Project Name Impacted Jobs Details (chart) Sort Options Assembly Assembly by Impacted Job (unique values) Dimensions (category axis) Assembly Customer Department Job Type Project Name Series Dimensions (color) (none) Exception Reason
Work Order Insights (tabbed component container) Delays (tab)	Work Order Delays (chart) Sort Options Organization Name Organization Name by Job (unique values) Dimensions (category axis) Organization Name Assembly Customer Department Job Class Job Type Job Start Delay Days Job Completion Delay Days Operation Code Operation Start Delay Days Operation Completion Delay Days Project Name Ship Date Passed Days Status Series Dimensions (color) (none) Job Delays Days Job Start Delay Days Job Completion Delay Days Operation Start Delay Days Operation Completion Delay Days Ship Date Passed Days Work Order Delay Details (chart) Sort Options Assembly Assembly by Org Job Op (unique values) Dimensions (category axis) Assembly Customer Department Job Job Class Job Type Job Start Delay Days Job Completion Delay Days Operation Start Delay Days Operation Completion Delay Days Organization Name Resource Description Project Name Status Ship Date Passed Days Series Dimensions (color) (none) Operation Delay Days Job Start Delay Days Job Completion Delay Days Operation Start Delay Days Operation Completion Delay Days Ship Date Passed Days
Work Order Insights (tabbed component container) Outside Processing (tab)	Outside Processing Suppliers (chart) Sort Options OSP Supplier OSP Supplier by Org Job Op (unique values) Series Dimensions (color) (none) Assembly Exception Reason Exception Status Exception Type Operation Delay Days Operation Start Delay Days Operation Completion Delay Days Scheduled Operation Start Date Scheduled Operation Completion Date Outside Processing Details (cross tab) Column Sets Operation Details Purchase Order Details Operation Dates Operation Quantities
Work Order Insights (tabbed component container) Component Shortage (tab)	Component Shortage (chart) Sort Options Job Job by Component Shortage Quantity (sum) Dimensions (category axis) Job Component Assembly Customer Job Type Organization Name Project Name Component Shortage Details (cross tab) Column Sets Component Details Component Quantities
Work Order Insights (tabbed component container) Resource Shortage (tab)	Resource Shortage (chart) Sort Options Job Job by Resource Shortage (sum) Dimensions (category axis) Job Assembly Customer Job Type Organization Name Project Name Resource Resource Shortage Details (cross tab) Column Sets Resource Details Resource Quantities
Work Order Insights (tabbed component container) Scrap (tab)	Scrap by Reason (chart) Sort Options Scrap Reason Scrap Reason by Scrapped Quantity (sum) Series Dimension (color) (none) Organization Name Assembly Job Job Class Job Type Project Name Sales Order Scrap Details (chart) Sort Options Assembly Assembly by Scrapped Quantity (sum) Series Dimension (color) (none) Organization Name Job Job Class Job Type Project Name Sales Order Status
Work Order Insights (tabbed component container) Rejects (tab)	Reject by Reason (chart) Sort Options Reject Reason Reject Reason by Rejected Quantity (sum) Series Dimensions (color) (none) Organization Name Assembly Job Job Class Job Type Project Name Sales Order Reject Details (chart) Sort Options Assembly Assembly by Rejected Quantity (sum) Series Dimensions (color) (none) Organization Name Job Job Class Job Type Sales Order Project Name
Work Order Insights (tabbed component container) Yield (tab)	Yield (chart) Sort Options Job Job by Yield (average) Dimensions (category axis) Job Assembly Customer Yield Details (cross tab) Column Sets Work Order Details Work Order Quantities
Work Order Insights (tabbed component container) Cost Variance (tab)	Cost Variance (chart) Sort Options Job Job by TLTotalVariance (sum) Dimensions (value axis) TL Variance Percent PL Variance Percent Cost Variance Details (cross tab) Column Sets Work Order Details This Level Variance Details Previous Level Variance Details
Work Order Details (tabbed component container) Work Orders (tab)	Work Orders (results table) Column Sets Work Order Details Work Order Dates Work Order History Bill Details Routing Details Project Details Sales Order Details Job Note Actions View Options Hide / Show Columns Sort Reset table to default
Work Order Details (tabbed component container) Operations (tab)	Operations (results table) Column Sets Operation Details Operation Quantities Operation Dates Work Order Details Shopfloor Status Actions View Options Hide / Show Columns Sort Reset table to default
Work Order Details (tabbed component container) Assembly Serial Numbers (tab)	Operations (results table) Column Sets Assembly Details Assembly Serial Number Details Actions View Options Hide / Show Columns Sort Reset table to default
Work Order Details (tabbed component container) Components (tab)	Components (results table) Column Sets Component Details Component Quantities Supply Details Actions View Options Hide / Show Columns Sort Reset table to default
Work Order Details(tabbed component container) Resources (tab)	Resources (results table) Column Sets Resource Details Resource Quantities Resource Scheduling Resource Costing OSP Details Actions View Options Hide / Show Columns Sort Reset table to default
Work Order Details (tabbed component container) Exceptions (tab)	Exceptions (results table) Column Sets Exception Details Exception Notes Actions View Options Hide / Show Columns Sort Reset table to default
Work Order-Less Details (tabbed component container) Transactions (tab)	Transactions (results table) Column Sets Transaction Details Bill Details Project Details Sales Order Details Actions View Options Hide / Show Columns Sort Reset table to default
Work Order-Less Details (tabbed component container) Assembly Serial Numbers (tab)	Assembly Serial Numbers (results table) View Options Hide / Show Columns Sort Reset table to default
Work Order-Less Details (tabbed component container) Components (tab)	Components (results table) Column Sets Component Details Actions View Options Hide / Show Columns Sort Reset table to default
Work Order-Less Details (tabbed component container) Resources (tab)	Resources (results table) Column Sets Resource Details Resource Costing View Options Hide / Show Columns Sort Reset table to default

Oracle Project Manufacturing - Overview Page

Use the Overview page to see an overview of projects and tasks exception and overdue reports.

From the Manufacturing and Distribution Manager responsibility, navigate to the Overview page:

(N) Projects > Inquiry > Inquiries > Project Manufacturing Discovery > Overview

the picture is described in the document text

Region	Components
Alerts	Use alerts to direct you attention to any potential issues or risks that might arise.
Search Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Filters	Use filters to refine the displayed data to only include records that have attribute values within a specified range.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Project Manufacturing Metrics	Displays current statistics on selected: Projects Work Orders Requisitions Purchase Orders Sales Orders
Schedule Exception Metrics	Displays current statistics on: Sales Orders Work Orders Procurement Activities
Overdue Metrics	Displays current statistics on: Sales Orders Work Orders Procurement Activities
Project Status	Displays the top 10 project statuses.
Exceptions	Displays the following tabs: Exception Summary Overdue Sales Orders Schedule Exception Sales Order Overdue WIP Jobs Schedule Exception WIP Jobs Overdue Procurement Activities Schedule Exception Procurement Activities
Project Information, Expenditures and Commitments	Displays the following tabs: Projects Tasks Expenditures Committments

Oracle Project Manufacturing - Work Orders Page

Use the Work Orders page to see an overview of project related WIP jobs.

From the Manufacturing and Distribution Manager responsibility, navigate to the Work Orders page:

(N) Projects > Inquiry > Inquiries > Project Manufacturing Discovery > Work Orders

the picture is described in the document text

Region	Components
Alerts	Use alerts to direct you attention to any potential issues or risks that might arise.
Search Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Work Orders Insights	Displays job counts by project number and job status in a graphical format.
Work Orders	Displays the following tabs: Work Orders Operations Components Line Schedules

Oracle Project Manufacturing - Procurement Page

Use the Procurement page to see an overview of project related purchase orders, requisitions, quotations, blanket releases and RFQs.

From the Manufacturing and Distribution Manager responsibility, navigate to the Procurement page:

(N) Projects > Inquiry > Inquiries > Project Manufacturing Discovery > Procurement

the picture is described in the document text

Region	Components
Alerts	Use alerts to direct you attention to any potential issues or risks that might arise.
Search Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Purchase Orders Insights	Displays PO Amount by currency and project number and job status in a graphical format.
Requisitions Insights	Displays requisition total by currency and project number.
Purchase Orders	Displays the following tabs: PO Headers PO Lines PO Shipments PO Distributions
Requisitions	Displays the following tabs: Requisition Headers Requisition Lines Requisition Distributions
Other Procurement Activities	Displays the following tabs: Quotations Blanket Releases RFQs

Oracle Project Manufacturing - Cost Activities Page

Use the Cost Activities page to see an overview of project cost summary and details.

From the Manufacturing and Distribution Manager responsibility, navigate to the Cost Activities page:

(N) Projects > Inquiry > Inquiries > Project Manufacturing Discovery > Cost Activities

the picture is described in the document text

Region	Components
Alerts	Use alerts to direct you attention to any potential issues or risks that might arise.
Search Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Project Cost Insights	Displays total amount by project number and cost source in a graphical format.
Project Cost Summary	Displays details such as Project Number, Cost Source, Currency Code, Material Cost, Material Overhead Cost, Resource Cost, Outside Processing Cost, Overhead Cost, Transaction Variances and Total Amount.
Cost Detail	Displays the following tabs: WIP Value Summary WIP Variances Purchase Price Variances Sales Order Issues Project Level Cost Variances Onhand Values

Oracle Projects Manufacturing - Inventory Page

Use the Inventory page to see an overview of on-hand balance and values.

From the Manufacturing and Distribution Manager responsibility, navigate to the Inventory page:

(N) Projects > Inquiry > Inquiries > Project Manufacturing Discovery > Inventory

the picture is described in the document text

Region	Components
Alerts	Use alerts to direct you attention to any potential issues or risks that might arise.
Search Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Inventory Onhand Balances Insights	Displays total onhand quantity by item number and locator in a graphical format.
Inventory Onhand Values Insights	Displays total onhand value by item number and cost group name in a graphical format.
Onhand Details	Displays the following tabs: Onhand Balances Onhand Values

Oracle Project Manufacturing - Sales Orders Page

Use the Sales Orders page to see an overview of project related sales orders.

From the Manufacturing and Distribution Manager responsibility, navigate to the Sales Orders page:

(N) Projects > Inquiry > Inquiries > Project Manufacturing Discovery > Sales Orders

the picture is described in the document text

Region	Components
Alerts	Use alerts to direct you attention to any potential issues or risks that might arise.
Search Search Within	The Advanced Search component includes value search, record search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Sales Orders Amounts Insights	Displays order amount by order currency and project number in a graphical format.
Sales Orders Customer Insights	Displays sales orders by customer number and project number in a graphical format.
Sales Orders	Displays details such as Project Name, Task Number, Order Number, Order Line Number, Customer PO Number, Order Category, Order Type, Item Number, Item Description, Unit Number, Freight Terms, Payment Terms, Customer Number, Customer Name, Order Date, Request Date, Cancelled, Ship-to-Location, Ship Method, Ship Priority, Allow Partial Ship, Bill-to-Location, Order Amount, Order Currency, and Tax Exempt Flag.

Oracle Discrete Manufacturing Information Discovery Plus Product Configuration

Setting Up Oracle Discrete Manufacturing Information Discovery Plus

This document provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.2 for the Oracle Discrete Manufacturing application. This supplements the information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). You must read this document and make note of the requirements before you begin your installation.

Setup and Configuration Steps

To set up Oracle Discrete Manufacturing Information Discovery Plus, you must complete the following steps:

Set Access Control by assigning UMX roles and updating access grants.
Load Work Order data to the Endeca Data Domain by running graphs provided by the Oracle Discrete Work Order application.
Run Concurrent Processes for Oracle Discrete Work Order.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Discrete Manufacturing Information Discovery Plus

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

UMX Role	Internal Code Name
WIP Endeca Discrete Work Order Discoverer	UMX\|WIP_ENDECA_SEARCH

You must add the new UMX role 'WIP Endeca Discrete Work Order Discoverer' (Internal Code Name: UMX|WIP_ENDECA_SEARCH) to enable Endeca menu items for the responsibility, or any other custom responsibility which is using the same menu. When this UMX role is assigned to the responsibility, the menu items appear.

The page name on the Endeca search interface must be the same as the function name. In order to access the Endeca pages for Discrete Work Order, either of the following approaches must be followed, depending on your requirements:

If access is required to be granted to an individual user:
- Assign the Role 'WIP Endeca Discrete Work Order Discoverer' to the user
If access is required to be given to a set of users with common responsibilities:
- Assign the Role 'WIP Endeca Discrete Work Order Discoverer' to the responsibility

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

Scheduling Setup for Full Endeca Upload or Refresh

Once the full graph is run in accordance with Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1), attribute configuration is loaded for all seeded attributes and the initial data load for Discrete Work Order Search is complete.

Daily full refresh is required to reflect and synchronize any data deletions against existing Work Orders in EBS systems, or to periodically remove Work Orders with ' Closed' status from the Endeca data domain. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. Out-of-the box ETL filters closed work orders for data ingest into the Endeca data domain.

Customers can choose an appropriate time of day to run daily full refresh. This can be daily or nightly when there is no work order transaction activity, or once new jobs for the day are loaded to the application.

Note: Ensure that you run the gather schema statistics concurrent program for the schemas (WIP, INV, PO, BOM, PJM) before running the FullLoadConfig.grf

For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time while considering system load and performance. Discrete Work Order information such as work order header, operations, components, resources, exceptions, move transactions, and so on, is updated in the EBS system continuously. The status of work orders and operations are also updated in the EBS system throughout the day. Updates should be synchronized with the Endeca data domain with minimal lag, providing near real time shop floor status and data snapshots for analysis and actions throughout the day.

Important: Patch 16184293:R12.WIP.C contains indexes that are dependent on Last_Update_Date and is a separate (stand-alone) patch. For better performance for incremental load, it is critical that you apply patch 16184293:R12.WIP.C.

To Schedule ETL on the Integrator Server

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the schedule.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Specify the Sandbox as 'wip-dwo'
Specify the Graph as 'graph/IncrementalLoadConfig.grf'
Click Create to set the scheduler.

ETL Parameters for Oracle Discrete Manufacturing Information Discovery Plus

You can load data to the Oracle Discrete Work Order data domain by running graphs provided by the Oracle Discrete Work Order application.

To load data to the Oracle Work Order Search data domain

Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under csf-parts.

Graphs to load data include:

Graph Name	Description
FullLoadConfig.grf	This graph loads meta data and data from all views. It resets all records in the csf-parts data domain, and then loads data. Run this graph to load data for the Work Orders page. This graph will load data for part orders and debrief.
IncrementalLoadConfig.grf	This graph performs incremental load for part orders and debrief. Only those records that were updated subsequent to the last load are loaded. Note: Data deleted in EBS (Work Orders) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.

FullLoadConfig.grf

This graph loads meta data and data from all views. It resets all records in the csf-parts data domain, and then loads data. Run this graph to load data for the Work Orders page. This graph will load data for part orders and debrief.

IncrementalLoadConfig.grf

This graph performs incremental load for part orders and debrief. Only those records that were updated subsequent to the last load are loaded. Note: Data deleted in EBS (Work Orders) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.

Note: Data deleted in EBS (Work Orders) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.

##### Endeca Server Specifics ######
ENDECA_SERVER_PORT=7770
DATA_STORE_NAME=WIP-DWO

##### Data Store Specifics ######
#MDEX_INDEX_DIRECTORY=${PROJECT}/mdex
MDEX_EXTRA_ARGS=<server-control:arg>--threads</server-control:arg><server-control:arg>4</server-control:arg>
MDEX_PORT=7340
MDEX_BULK_PORT=7341
MDEX_TRANSACTION_ID=


##### EBS FND Table Specifics #####
LANGUAGE_CODE=US
INSTANCE_ID=9
LOAD_TYPE=F
FND_USER=1
RECORD_TYPE=DWO

### Misc ########
MULTIASSIGN_DELIMITER=\u007F

##### Sample Load View view_config.xml Location #####
viewXMLFile=sandbo//wix:p-dwo/data-out/view_config.xml

Views and Joins for Oracle Discrete Manufacturing Information Discovery Plus

The following views are used by the ETL layer in Endeca to load Oracle Discrete Work Order data to the Endeca data domain:

Full Load View
View Name	Purpose
WIP_DWO_ENDECA_V	Loads discrete work order information during full load.

Incremental Load Views
View Name	Purpose
WIP_ENDECA_INCR_COST_V	Loads work order cost information during incremental load.
WIP_ENDECA_INCR_EXCEP_V	Loads work order exceptions information during incremental load.
WIP_ENDECA_INCR_NONE_V	Loads additional work order information not captured in other views during incremental load.
WIP_ENDECA_INCR_OPER_V	Loads work order operation information during incremental load.
WIP_ENDECA_INCR_RES_V	Loads work order resources information during incremental load.
WIP_ENDECA_INCR_SCRJ_V	Loads work order scrap and rejects information during incremental load.

Concurrent Processes for Oracle Discrete Manufacturing Information Discovery Plus

Concurrent Process	Description
Discrete Job Shortage Calculation	You must run this concurrent program before running the full load graph daily or nightly.
Gather Schema Statistics	You must run this concurrent program for the following schemas: WIP, INV, PO, BOM, PJM Note: You must run this concurrent program before executing the full load graph for the first time, and then schedule it to run weekly thereafter.

Note: You must run this concurrent program before executing the full load graph for the first time, and then schedule it to run weekly thereafter.

Menus for Oracle Discrete Manufacturing Information Discovery Plus

Oracle Discrete Work Order integration includes the following user menu:

User Menu Name	Internal Name
Endeca Discrete Work Order Information Discovery	WIP_WS_MAIN

Oracle Project Manufacturing Product Configuration

Overview

Complete the Oracle Project Manufacturing product configuration after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

Setting Up Oracle Project Manufacturing

Add the PJM Endeca Inquiry Role (UMX|PJM_ENDECA_INQUIRY_ROLE) to any predefined Oracle Project Manufacturing responsibility or to any custom Project Manufacturing responsibility. Update the Grant PJM Endeca Inquiry Grant (PJM_ENDECA_INQUIRY_GRANT) and the Permission Set PJM Endeca Inquiry Permission Set (PJM_ENDECA_INQUIRY_PS).

See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.

See: Appendix C: Adding Roles to Responsibilities and Setting Security Context in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).
Run the Full Graph to complete the initial data load for Oracle Depot Repair Information Discovery.

See: Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).
Run the Full Load Graph.

See: Running the Full Load Graph
Set up the Scheduler.

See: Setting Up the Scheduler to Load Incremental Graphs

Running the Full Load Graph

To run a full Endeca Refresh on the Integrator Server

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Project Manufacturing Full Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Execute graph from the Task Type list.
Select pjm-inq from the Sandbox list.
Select graph/FullLoadConfig.grf from the Graph list.
Click Create to set the scheduler.

Setting Up the Scheduler to Load Incremental Graphs

Once you have run the full load graph in accordance with Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1), attribute configuration is loaded for all seeded attributes. For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time. As the data is updated in the EBS, you need to ensure it is updated in the endeca MDEX server. You set up the Scheduler to load incremental graphs depending on the volume of information requiring update.

To set up the scheduler

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Project Manufacturing Incremental Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Execute graph from the Task Type list.
Select pjm-inq from the Sandbox list.
Select graph/IncroadConfig.grf from the Graph list.
Click Create to set the scheduler.

Views and Joins in Oracle Project Manufacturing

The following views are used by the ETL layer in Oracle Endeca to load and display Oracle Project Manufacturing for Oracle Endeca data to the Oracle Endeca data store:

PJM_EID_WORK_ORDERS_V - View built on wip_discrete_jobs, wip_requirement_operations and wip_operations for work order, component and operation information.
PJM_EID_LINE_SCHEDULES_V - View built on wip_flow_schedules & wip_lines for line schedule information.
PJM_EID_WIP_SHORTAGE_V - View built on wip_ws_comp_shortage for implementing WIP Shortage Alert feature.
PJM_EID_PURCHASE_ORDERS_V - View built on po_headers_all, po_lines_all, po_line_locations_all and po_distributions_all for purchase order information.
PJM_EID_REQUISITIONS_V - View built on po_requisition_headers_all, po_requisition_lines_all and po_req_distributions_all for requisition information.
PJM_EID_BLANKET_RELEASES_V - View built on po_releases_all & po_headers_all for Blanket Release information.
PJM_EID_QUOTATIONS_V - View built on po_headers_all for quotation information.
PJM_EID_RFQS_V - View built on po_headers_all for RFQ information.
PJM_EID_COST_ACTIVITIES_V - View built on wip_period_balances, mtl_transaction_accounts, cst_quantity_layers, cst_item_costs, mtl_onhand_quantities, for project cost information from cost source: Onhand Value, Purchase Price Variances, Project Level Cost Variances, WIP Value Summary, WIP Variances and Sales Order Issue.
PJM_EID_INVENTORY_BALANCE_V - View built on mtl_onhand_quantities_detail table for project onhand balance information.
PJM_EID_ONHAND_VALUES_V - View built on cst_quantity_layers and mtl_onhand_quantities_detail for project onhand value information.
PJM_EID_SALES_ORDERS_V - View built on oe_order_headers_all and oe_order_lines_all for sales order information.
PJM_EID_PA_OVERDUE_V - Procurement activity overdue exceptions.
PJM_EID_PA_SCHED_EXCP_V - Procurement activity schedule exceptions.
PJM_EID_SO_OVERDUE_V - Sales order overdue exceptions.
PJM_EID_SO_SCHED_EXCP_V - Sales order exception exceptions.
PJM_EID_WIP_OVERDUE_V - Work order overdue exceptions.
PJM_EID_WIP_SCHED_EXCP_V - Work order schedule exceptions.