Oracle Project Manufacturing Implementation Guide

Contents

Title and Copyright Information

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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
Inbound Logistics
Outbound Logistics
Direct Shipping
Manufacturing
Transactions
Kanban Replenishment
Cost Groups Overview
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