Oracle Project Manufacturing Implementation Guide

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Preface

Project Manufacturing

Overview of Project Manufacturing

Oracle Project Manufacturing Integration

Project Manufacturing Flow

Project Manufacturing Features

Project Definition

Project Budgeting

Project Manufacturing Execution

Project Inventory

Project Manufacturing Costing

Project Billing

Project Quality Management

Special Features

Setting Up

Overview of Setting Up

Related Product Setup Steps

Setup for Project Manufacturing without Cost Collection

Setup Steps for Oracle Project Manufacturing without Cost Collection

Set up for Project Manufacturing with Cost Collection

Setup Steps for Oracle Project Manufacturing with Cost Collection

Setup Steps for Oracle Project Manufacturing with Cost Collection and Posting of Manufacturing Transactions to GL from Oracle Projects

Organization Classification

Organization Hierarchy

Set up Project Manufacturing Organization Parameters

Set Up Multi-Organization Access Control (MOAC)

Project Information Region

Set up Inventory Organization Costing Parameters

Set up Locator Flexfields and Stock Locators

Locator Flexfield

Definition

Use of Locator

Dynamically Creating Stock Locators

Project Manufacturing Validation

PJM: Allow Cross Project Issues

Set up Departments in Manufacturing

Manufacturing Transactions to Project Transaction Source Mapping

Organization Costing Information

Set up Expenditure Types and Expenditure Type Classes

Associating Expenditure Types to Multiple Expenditure Type Classes

Linking Expenditure Types to Cost Elements

Set up Cost Sub–elements and Link to Expenditure Types

Assign Material Overhead Rates to Items

Set Up Burden Structures

Set Up WIP Person Resources as Straight Time

Set up Projects

Set up Standard Cost Rates

Set up Cost Groups

Set up WIP Accounting Classes

Common Project Assignment

Set up Planning Groups

Project References and Validation Logic

References to Other Oracle Products

Project Manufacturing Validations

Task Auto Assignment

Overview

Benefits

Examples

Implementation Procedure

Implementation Notes

Project Definition

Defining Project Parameters

Seiban Number Wizard

Project Manufacturing Costing and Billing

Overview of Project Manufacturing Costing and Billing

Costing of Project Inventory Transactions

Procurement Transactions

Project Cost Transfers

Borrow/Payback Transactions

Other Average Cost Transactions

Costing of Project WIP Transactions

WIP Accounting Classes

Resource Charging

Set up WIP Completion Costing Options: Average Costing

Common Items Issued to Project WIP Jobs

Outside Processing

Overhead Rate Application for PJM Transactions in Oracle Projects

WIP Straight Time

Project Scrap Transactions

Overhead Application in Manufacturing

Process Flow

Programs

Transfer Invoice Charges to Projects

PA Transaction Import

View/Correct Transactions

Expenditure Type Classes for Project Manufacturing

Project Billing and Revenue Recognition

Project Cost of Goods Sold (COGS)

General Ledger Posting

Project Order Management and Fulfillment

Project Order Management and Fulfillment

Overview

Project Quotations and Sales Orders

Project Fulfillment

Project RMA

Project Order Import

Project Drop Shipments

Other Implementation Notes

ATP by Project

Project Execution

Overview of Project Manufacturing and Procurement Integration

Overview of Project Procurement

Project Procurement Flow

Project

Implementation Notes

Multiple Projects On One Document

Auto-Create RFQ

Receiving

Validation in Purchasing

Project Manufacturing and Work in Process Integration

Project Manufacturing and Flow Manufacturing Integration

Project Manufacturing and Enterprise Asset Management Integration

Project Manufacturing and Inventory

Project Manufacturing and Shipping Execution

Project Manufacturing and Consigned Inventory from Supplier Integration

Project Transfer Transactions

WIP Component Issue

Warehouse Management and Project Manufacturing Integration

Overview

Implementation Setup

Organization Setup

Physical Locators vs. Logical Stock Locators

Defining Stock Locators with Project Manufacturing

Functional/Business Flow Description

LPN transactions: Co-mingling

Project MRP

Overview

Project MRP Setup

Project MRP Planning Logic

Planner Workbench in Project MRP

Implementation Notes

Supply Chain Projects

Overview of Supply Chain Projects

Major Features

Process Flow

Simple Example

Workflows

Overview Of Project Manufacturing Workflows

Project Manufacturing Contract Type Project Definition Process

The Project Manufacturing Project Definitions [Contract] Item Type

Summary of the Project Manufacturing Contract Type Project Definition Process

Project Manufacturing Contract Type Project Definition Process Activities

Project Manufacturing Indirect Type Project Definition Process

Summary of the Project Manufacturing Indirect Type Project Definition Process

Project Manufacturing Indirect Type Project Definition Process Activities

Project Manufacturing Integration Exception Process

Customizing the Project Manufacturing Integration Exception Process

The Project Manufacturing Project Schedule Exceptions Notifications Item Type

Summary of the Project Manufacturing Integration Exception Process

Project Manufacturing Integration Exception Process Activities

Oracle Project Manufacturing without Oracle Projects

Overview

Setup

Flow in the Project environment

Summary

Assemble to Order / Pick to Order in Project Manufacturing

Overview of ATO/PTO in Project Manufacturing

Process Flow

Project/Task Defaulting Logic for ATO/PTO Options

Project Quality Collection

Overview of Project Quality Collection

Quality Process Flow

Period Close in Project Manufacturing

Overview

Preliminary Checklist for Period Close

Project Manufacturing Inquiry

Overview

Viewing Project Details

Project Details for Project Inquiry (Projects Only)

Details for Project Manufacturing Inquiry (with Projects)

Details for Project Manufacturing Inquiry (without Projects)

Viewing Purchase Order Information

To View Manufacturing Plans for your Project

Viewing WIP Jobs for your Project

Viewing Line Schedules

Model/Unit Effectivity

Overview

Model/Unit Effectivity - Example

Multiple Model/Unit Number Ranges for the Same End Item

Model/Unit Effectivity - Setup

Model/Unit Effectivity Features in Oracle Project Manufacturing

Generate and Maintain Model/Unit Numbers

Bills of Material for Model/Unit Effective items

Engineering Change Orders for Model/Unit Effective Items

Order Management for Model/Unit Effective Items

Planning of Model/Unit Effective Items

Procurement of Model/Unit Effective Items

Store, Track, and Manage Inventory of Model/Unit Effective Items

WIP Features for Model/Unit Numbers

Flow Manufacturing Support for Model/Unit Numbers

Shipping of Model/Unit Effective Items

Implementation Notes

Cross Project Allocation

Cross Project Allocation Behavior Matrix

Index

Oracle Project Manufacturing Implementation Guide

Contents