This topic provides a general understanding of firm planned orders, including how to find one once it is created on the Create Batch/Firm Planned Order window. You are shown how to modify a firm planned order, how to select validity rules, and reroute it. You are also shown how to reschedule the firm planned order. This topic also discusses how to convert the firm planned order to a batch, how to display material details in the order, and how to scale the firm planned order. Creating a firm planned order is similar to creating a batch.
Refer to “Creating a Batch or Firm Planned Order” for more information on creating a firm planned order.
This chapter covers the following topics:
The following answers some questions regarding firm planned orders in Process Execution.
Yes. Although the firm planned order does not commit onhand inventory, it is a useful planning tool, since it serves as both a reminder of future production events and can be used to create batches. The pending supply and demand from a firm planned order is visible to and used by Oracle Process Manufacturing Process Planning applications.
Using the Firm Planned Order as a Planning Tool
A firm planned order is similar to a production batch in that it creates a time phased supply and demand of material . However, the firm planned order itself does not commit current onhand inventory. This distinction separates medium and long range demand from close range production batch demand. Inventory cannot be reserved against a firm planned order. However, the firm planned order can be converted into multiple, simultaneous, or consecutive batches. Therefore, it is possible for firm planned orders to be used for aggregate production planning or as a multi-batch entry tool.
Yes. Firm planned orders can be rescheduled and subsequently modified using the Reschedule window available from the Firm Planned Order: Details window.
Reschedule or Modify Firm Planned Orders Quickly
The Reschedule window is used to change the Planned Start date or Planned Completion date fields. The application recalculates the field that was not changed. You can also scale firm planned orders that are not yet converted to batches.
Yes. A firm planned order can be rerouted using the Reroute option from the Actions menu of the Firm Planned Order: Details window.
When you choose Reroute, the Recipe Validity Rules Summary dialog box displays and is used to select a validity rule with a different routing.
Yes. A firm planned order can be scaled using the Scale Batch window.
The Scale Batch window enables you to scale a batch or firm planned order by a percentage or a specific amount.
Firm Planned Orders are designed for medium and long range production planning. Inventory planners manage discrepancies between net requirements and actual orders that cover them. Unplanned events can change gross requirements. Planners cannot change the actual quantities of these gross requirements directly, however they can change the timing and quantities of material on orders. The firm planned order enables them to do this.
You create firm planned orders:
From an Oracle Applications Advanced Planning and Scheduling Planner Workbench run.
On the Create Batch/Firm Planned Order window.
By selecting New on the Find Firm Planned Orders window.
By selecting New on the Find Firm Planned Orders window from the Process Execution Workbench.
Firm planned orders serve as a guideline for batch creation. When you convert a firm planned order to one or more batches, the application selects the appropriate formula or recipe and validity rule to use. If more than one validity rule exists, then select the appropriate one for the production run. The application displays the appropriate Recipe Validity Rules Summary window for this selection. If you are converting a firm planned order to more than one batch, then you can use one validity rule for all batches, or you can select individual validity rules for each batch. Since batches are created from firm planned orders based on a formula or recipe that is set up in the Oracle Process Manufacturing (OPM) Product Development application, and not on the firm planned order itself, you cannot edit the products, ingredients, or byproducts on the firm planned order. Since the batch is based on a formula and not directly on the firm planned order, you cannot edit the quantities of these items directly. If you were permitted to edit these fields on the firm planned order, then the changes would be lost when you converted the firm planned order to a batch. However, you can scale a firm planned order. Since a batch is based on the firm planned order product quantity, the batch is automatically scaled when it is created.
Refer to "Creating a Batch or Firm Planned Order" for more information.
The Find Firm Planned Orders dialog box lets you search for firm planned orders that are created for a plant.
Create a firm planned order.
Navigate to the Find Firm Planned Orders dialog box.
Make no entries to search all records. Enter any of the following criteria to narrow the search:
Status of the firm planned order as:
Canceled to find canceled firm planned orders.
Converted Firm Planned Order to find firm planned orders that were converted to batches.
Pending to find pending firm planned orders.
Document number to find a specific firm planned order using its document number.
Step number to find a specific batch using its step number.
Recipe and Version to find firm planned orders that use a specific recipe or recipe and version combination.
Formula and Version to find firm planned orders that use a specific formula or formula and version combination.
Routing and Version to find firm planned orders that use a specific routing or routing and version combination.
Product to find firm planned orders that produce specific product.
Revision to find firm planned orders that produce a specific revision of the product.
Planned Dates for the firm planned order, including its:
From Start date and To Start date to find a specific range of planned starting dates for firm planned orders.
From Completion date and To Completion date to find a specific range of planned completion dates for firm planned orders.
From Required date and To Required date to find a specific range of dates firm planned orders are required.
Click Find. The Firm Planned Order: Details window displays the results of the search.
Click New.
Enter the new firm planned order as described in "Creating a Batch or Firm Planned Order."
The Firm Planned Order: Details lets you edit an existing firm planned order. You can edit text, convert the firm planned order to a batch, cancel the order, reroute or reschedule, and scale the Firm Planned Order.
You can use folders and flexfields with this window.
See: Oracle E-Business Suite User's Guide and Oracle E-Business Suite Flexfields Guide
Prerequisites
To edit a firm planned order
Navigate to the Firm Planned Order: Details window.
Main
The following fields are display only:
Document is the document number assigned when you created the Firm Planned Order.
Status is the current status of the Firm Planned Order as:
Pending indicates that the order is pending.
Canceled indicates that the firm planned order is canceled.
Converted Firm Planned Order indicates that the Firm Planned Order has been converted to one or more batches.
Step is the step number for a Firm Planned Order query.
Recipe is the code for the recipe used in the Firm Planned Order.
Recipe Version is the version of the recipe used for the Firm Planned Order.
Parent is the parent Firm Planned Order number if the Firm Planned Order is a phantom.
Phantom is selected for a phantom Firm Planned Order.
Planned Completion displays the date that is calculated automatically from the routing or item leadtime.
Planned Start displays the planned start date for the Firm Planned Order. This field defaults from the date assigned on the Create Batch/Firm Planned Order window. Edit this field for a Pending Firm Planned Order by choosing Reschedule from the Actions menu.
Enter the Required Completion date for the Firm Planned Order.
Additional Information
The following fields are display only:
Formula is the code for the formula used in the Firm Planned Order.
Automatic Step Calculation is selected when the automatic step quantity calculation feature is enabled.
Formula Version is the formula version used in the Firm Planned Order.
Routing is the code for the routing used in the Firm Planned Order. Edit this field on a Pending Firm Planned Order by choosing Reroute from the Actions menu.
Routing Version is the routing version used in the Firm Planned Order.
Enforce Step Dependency is selected when Enforces Step Dependency is set on the routing. Refer to the "Understanding Batches" topic for a complete explanation of this feature.
Recipe Description is a brief description of the recipe.
Formula Description is a brief description of the formula.
Routing Description is a brief description of the routing.
Routing is the code for the routing used in the Firm Planned Order. Edit this field on a Pending Firm Planned Order by choosing Reroute from the Actions menu.
Firmed is selected when the WPS engine should not reschedule the Firm Planned Order. You can edit this indicator.
Refer to "Defining Firmed Batches" in the Oracle Process Manufacturing Process Planning User's Guide for additional information.
Ingredients
The following fields are display only:
Line is the Firm Planned Order line number for the ingredient.
Item is the item code for the ingredient.
Description is a brief description of the ingredient as it appears on the Item Master.
Revision is the revision of the item in the line.
Original Qty is the initial quantity of each ingredient when the Firm Planned Order was first created. This field is a baseline from the initial creation of the Firm Planned Order, and cannot be changed.
Planned Qty is the quantity of ingredients that were planned. The Planned Qty can only be changed by scaling the Firm Planned Order.
UOM is the unit of measure in which the quantities are expressed.
Consumption Type displays the type of ingredient consumption as:
Automatic when ingredients are consumed automatically when the batch is released.
Manual when ingredients are consumed manually.
Incremental when ingredient quantities are backflushed by incremental backflushing.
Automatic by Step when ingredients are consumed automatically as the step is released.
Requirement Date is the date the ingredient is planned to be consumed.
Subinventory is the supply subinventory of the line.
Locator is the supply locator of the line.
Contribute to Yield displays as Yes if the ingredient contributes to yield.
Scale Type displays:
Fixed if the ingredient is not scalable.
Proportional if the ingredient is scalable.
Integer if the ingredient is scalable by multiples.
Scale Multiple displays the scaling increment for the ingredient if the scale type is Integer.
Scale Rounding Variance % displays the percent variance allowable for rounding when the Scale Type is Integer.
For Integer scale type, Rounding Direction displays
Down if the acceptable rounding direction is down to the nearest multiple.
Up if the acceptable rounding direction is up to the nearest multiple.
Either if the acceptable rounding direction is up or down to the nearest multiple.
Dispensable is selected if the ingredient can be dispensed.
Scrap Factor % is the anticipated percentage of ingredient lost in adding the ingredient to the manufacturing process. For example, if the Scrap Factor is 10 percent, then an additional 10 percent of material is added to accommodate for this loss. You can enter a scrap factor ranging from 0 to 1000000. If you enter a scrap factor below 0 or above 1000000, then an error message displays.
Scrap Qty is the anticipated quantity of ingredient lost in adding the ingredient to the manufacturing process. You can enter scrap qty ranging from 0 to 1000000. If you enter a scrap factor below 0 or above 1000000, then an error message displays.
Phantom Type displays as:
Not a phantom indicates the ingredient is not a phantom item.
Automatic indicates that the ingredient is a phantom item that is exploded automatically.
Manual indicates that the ingredient is a phantom item that requires manual explosion from the Actions menu.
Phantom displays as:
Exploded if the phantom ingredient is exploded.
Unexploded if the phantom ingredient is not exploded.
Contribute to Step Qty displays Yes if the ingredient contributes to the step quantity.
Step is the step associated to the ingredient.
Products
The following fields are display only:
Line is the Firm Planned Order line number for the product.
Item is the item code for the product.
Description is a brief description of the product.
Revision is the revision of the item on the line.
Original Qty is the initial quantity of each product when the Firm Planned Order was first created. This field is a baseline from the initial creation of the Firm Planned Order, and cannot be changed.
Planned Qty is the quantity of product that is planned to be produced. The Planned Qty can only be changed by scaling the Firm Planned Order.
UOM is the unit of measure in which the quantities are expressed.
Yield Type displays the type of product yield as:
Automatic when products are yielded automatically when the batch is completed
Manual when products are yielded manually.
Incremental when product yield is calculated by incremental backflushing.
Yield Date is the date the material is planned to be yielded, based on the planned completion date of the Firm Planned Order or step.
Subinventory is the yield subinventory. For a phantom batch, the yield subinventory defaults to the supply subinventory of the ingredients.
Locator is the yield locator.
Scale Type displays as:
Fixed if the product is not scalable.
Proportional if the product is scalable.
Cost Allocation is the decimal cost allocation for the product.
Contribute to Step Qty displays Yes if the product quantity is used in calculating step quantities.
Step is the step associated to the product.
By-Products
The following fields are display only:
Line is the Firm Planned Order line number for the byproduct.
Item is the item code for the byproduct.
Description is a brief description of the byproduct.
Revision is the item revision on the line.
Original Qty is the initial amount of each byproduct when the Firm Planned Order was first created. This field is a baseline for the initial creation of the Firm Planned Order, and cannot be changed.
Planned Qty is the quantity of byproduct that is planned to be produced. The Planned Qty can only be changed by scaling the Firm Planned Order.
UOM is the unit of measure in which the quantities are expressed.
By-Product Type displays as any one of the following:
Rework
Sample
Waste
Yield
Yield Type displays the type of byproduct yield as:
Automatic when byproducts are yielded automatically when the Firm Planned Order is completed.
Manual when byproducts are yielded manually.
Incremental when byproduct yield is calculated by incremental backflushing.
Automatic by Step when byproducts are yielded automatically as the step is completed.
Yield Date is the date the material is planned to be yielded, based on the planned completion date of the Firm Planned Order or step.
Subinventory is the yield subinventory for the item.
Locator is the yield locator for the item.
Scale Type displays:
Fixed if the byproduct is not scalable.
Proportional if the byproduct is scalable.
Contribute to Step Qty displays Yes if the product quantity is used in calculating step quantities.
Step is the step associated to the byproduct.
To edit text in a Firm Planned Order
Choose Edit Text from the Tools menu. The Select Text Paragraph window displays.
Make appropriate text changes.
To display process instructions
Choose Process Instructions from the Tools menu.
To display the workday calendar
Choose Workday Calendar from the Tools menu.
To display recipe validity rules
Choose View Validity Rule from the Tools menu.
To navigate from a phantom Firm Planned Order to its parent Firm Planned Order
Choose Edit Parent from the Tools menu from the phantom Firm Planned Order.
To navigate to the phantom Firm Planned Order that produces a phantom ingredient
Select a phantom ingredient.
Choose Edit Phantom from the Tools menu.
To convert a Firm Planned Order to a batch
Choose Convert To Batch from the Tools menu.
Convert a Firm Planned Order into one or more batches as described in "Converting a Firm Planned Order to a Batch."
To scale a Firm Planned Order
Choose Scale Firm Planned Order from the Tools menu.
Refer to "Scaling a Firm Planned Order" for more information.
The Recipe Validity Rules Summary dialog box displays when you reroute a firm planned order so that you can select the appropriate validity rule.
Create a firm planned order.
Navigate to the Firm Planned Order: Details window.
Choose Reroute from the Actions menu. The Recipe Validity Rules Summary dialog box displays so that you can select a validity rule with a different routing. A message displays when no other validity rules exist for the formula.
Select a new validity rule.
The following message displays:
"Use Workday Calendar?"
Click Yes to use the workday calendar.
Refer to the Oracle Process Manufacturing Product Development User's Guide for a complete discussion of selecting and using recipe validity rules.
The Reschedule dialog box is available from the FPO: Material Details window. You use it to change a scheduled firm planned order. You can change the planned start date and time and the planned completion date and time on a firm planned order.
By changing the planned start date and time, you also change the planned start date and time for any pending ingredient transactions. By changing the planned completion date and time, you also change the planned completion date and time for any pending product and byproduct transactions.
If you change either the Planned Start or Planned Completion field, then the application queries whether to apply the change to the other field. If you respond Yes, then the application calculates the difference between the original date and time and the new date and time, and applies this difference to the entry in the field you did not enter. For example, if you add three days to the planned start date three days, then the application adds three days to the planned completion date and time.
Create a firm planned order.
Navigate to the Reschedule dialog box.
Enter one of the following:
Planned Start date for the firm planned order.
Planned Completion date for the firm planned order.
Select Use Workday Calendar to use the Workday Calendar for rescheduling the firm planned order.
Click OK. The following message displays:
Do you want the application to calculate the other date based on the batch duration? If you click No then date gaps or date truncation may occur.
Click Yes to recalculate either the Planned Start or Planned Completion dates based on the date entered in step 2.
Click OK.
The Convert Firm Planned Order To Batch window enables you to create one or more batches based on the firm planned order.
This window displays when you choose Convert to Batch from the Tools menu of the Firm Planned Orders: Details window. After you complete all required fields on the Convert Firm Planned Order To Batch window, the Recipe Validity Rules Summary window displays when there is more than one validity rule. You can use a different validity rule for the batch than you used for the firm planned order.
Leadtime defaults are based on the item leadtimes, but can be changed. The Use Leadtime Entered indicator lets you select whether to use the leadtime, or have the batch creation process use the calculated duration from the production rules or the routing, if one exists.
You can use folders with this window.
See: Oracle E-Business Suite User's Guide
Create a firm planned order.
Navigate to the Convert Firm Planned Order To Batch window.
Product displays the product code and product description for the primary product produced by the firm planned order.
Enter the Start the Completion date. Required.
Select Use Workday Calendar to schedule the Firm Planned Order-to-batch conversion according to the workday calendar associated to the organization.
Enter the Quantity Per Batch as the quantity of product to produce by each batch created from the firm planned order. You can change the default value. Required.
Product Quantity displays the quantity of product to produce by the batch.
Enter the total number of Batches to produce from the firm planned order. The default is one. If you enter a Quantity Per batch that is less than half the Product Quantity, then it changes to Product Quantity divided by the Quantity Per Batch. Required.
The following fields are display only:
Assigned displays a quantity that is equal to the quantity per batch multiplied by the number of batches, and can be greater than the initial Firm Planned Order quantity.
Unassigned displays the difference between the product quantity and the assigned quantity. This quantity remains in the Firm Planned Order.
Enter the Offset Type as the multiple batch scheduling method to use by selecting:
Start to Start if the Firm Planned Order requires scheduling of several batches that can start one after the other, their start dates separated only by any offset that is specified in the Batch Offset field, or start simultaneously if you enter a zero offset.
Finish to Start if the Firm Planned Order requires scheduling of several batches that can only start after each individual batch has finished.
Finish to Start is required when multiple batches are scheduled.
Enter a Batch Offset as the amount of time between batches. This field is dependent on the scheduling method selected in the Offset Type field.
If you select the Start to Start scheduling method, then the value entered indicates the number of hours from the start of one batch to the start of another batch. For example, if you enter an offset value of 2, and the first batch starts at 8:00 a.m., then the next batch begins at 10:00 a.m.
If you select the Finish to Start scheduling method, then the value entered indicates the number of hours from the end of one batch to the start of another batch. For example, if you enter an offset value of 2, and the first batch ends at 10:00 a.m., then the next batch begins at noon.
Enter the Leadtime as the number of hours required to manufacture one batch. This is added to the Planned Start date to calculate the Planned Completion date. If the leadtime can be calculated from the batch steps or item leadtime, then any value entered here is overridden unless you select Use Leadtime Entered. Required.
Select Use Leadtime Entered to enforce the leadtime you entered. Deselect this indicator to use the calculated duration from the item leadtime or the routing.
The following fields are display only:
Seq is the sequential number for each batch.
Batch Num is the batch document number. This is initially assigned as NEW. This field is editable when you use manual document numbering.
Batch Quantity displays the quantity of product to produce by the batch.
Planned Start displays the planned start date and time for the batch.
Planned Completion displays planned completion date and time for the batch.
Click Workday Calendar to display the workday calendar.
The Scale Batch window enables you to scale a batch or firm planned order by a percentage or a specific amount. Enter a percentage to scale any selected item up or down by a percent of the displayed quantity. For example, from the product, if you enter 100 percent, then the product quantity is scaled up by 100 percent, or doubled, and the ingredient quantities are increased accordingly. If you enter -50, or negative fifty percent, then the product quantity is decreased by half. Alternatively, you can enter the desired quantity to scale to.
To scale a firm planned order refer to the "Scaling a Batch or Firm Planned Order" topic.