These topics summarize the business rules used to find the appropriate specification version and specification validity rule in effect for quality inspection of material. This specification matching logic is performed when associating a specification to a sample in OPM Quality Management, and when running the Customer Specification Matching inquiry in Oracle Order Management. There are two sets of business rules for:
Item Specification Matching
Monitoring Specification Matching
The following discussions pertain to item specification matching:
To match a specification with a specific sample, the Samples window uses the base hierarchy. Local specifications are searched before global specifications at each level of the specification matching hierarchy.
Item and item revision are considered in customer, inventory, supplier, and WIP specification matching.
Specifications with no grade specified are searched for items that are not grade-controlled. For grade-controlled items, specification matching searches for a given grade.
If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used.
If the grade is not specified, then the lot-specific grade is used first, followed by item default grade, and finally the global grade is used.
If a grade is not found, then the application searches for a specification with no grade specified for the closest match. These rules apply to all specification matching hierarchies for inventory, WIP, customer, and supplier.
To match a specification with a customer sample, the Samples window uses the base hierarchy and considers local versus global specifications. While matching a customer sample, if the customer specification is not found based on the following hierarchical criteria, then the application searches for an inventory specification. If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. If grade is not specified, then item specifications with no grade are used in the search. Item and Item Revision are considered. The search hierarchy is:
Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID
Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID
Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line
Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line
Local Organization + Customer + Operating Unit + Ship-To + Order Number
Global Organization + Customer + Operating Unit + Ship-To + Order Number
Local Organization + Customer + Operating Unit + Order Number
Global Organization + Customer + Operating Unit + Order Number
Local Organization + Customer + Operating Unit + Ship-To Location
Global Organization + Customer + Operating Unit + Ship-To Location
Local Organization + Customer
Global Organization + Customer
To find a customer specification from the Select Available Inventory window, the specification matching feature uses the base hierarchy and considers local versus global versus other organization-specific specifications. The Select Available Inventory window searches only for a customer specification. It does not search for an inventory specification if the customer specification is not found. If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. Item and Item Revision are considered. The search hierarchy is:
Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID
Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line ID
Other Organizations + Customer + Operating Unit + Ship-To + Order Number + Order Line ID
Local Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line
Global Organization + Customer + Operating Unit + Ship-To + Order Number + Order Line
Other Organizations + Customer + Operating Unit + Ship-To + Order Number + Order Line
Local Organization + Customer + Operating Unit + Ship-To + Order Number
Global Organization + Customer + Operating Unit + Ship-To + Order Number
Other Organizations + Customer + Operating Unit + Ship-To + Order Number
Local Organization + Customer + Operating Unit + Order Number
Global Organization + Customer + Operating Unit + Order Number
Other Organizations + Customer + Operating Unit + Order Number
Local Organization + Customer + Operating Unit + Ship-To Location
Global Organization + Customer + Operating Unit + Ship-To Location
Other Organizations + Customer + Operating Unit + Ship-To Location
Local Organization + Customer
Global Organization + Customer
Other Organizations + Customer
To find an inventory specification, the specification matching feature uses the base hierarchy and considers local versus global versus other plant-specific specifications. Item and Item Revision are considered.
If the grade is specified, then it is used in the search, otherwise item specifications with no grade are searched. If the grade is not specified and the item is grade-controlled, then the item with no grade is used in the search. The following is the hierarchy used by the inventory specification matching program:
Local Organization + Parent Lot + Lot + Subinventory + Locator
Local Organization + Parent Lot + Lot + Subinventory
Local Organization + Parent Lot + Lot
Global Organization + Parent Lot + Lot
Local Organization + Parent Lot + Lot + Subinventory + Locator
Local Organization + Parent Lot + Lot + Subinventory
Local Organization + Parent Lot + Lot
Global Organization + Parent Lot + Lot
Local Organization + Subinventory + Locator
Local Organization + Subinventory
Local Organization + Item
Global Organization + Item
To find a supplier specification, the specification matching feature uses the base hierarchy and considers local versus global versus other plant-specific specifications. If no supplier specification is found that matches a supplier sample, then the application searches for a matching inventory specification. Item and Item Revision are considered. If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. If grade is not specified, then item specifications with no grade are searched. The following is the hierarchy used by the supplier specification matching program.
Local Organization + Supplier + Supplier Site + PO Number + PO Line Number
Global Organization + Supplier + Supplier Site + PO Number + PO Line Number
Local Organization + Supplier + Supplier Site + PO Number
Global Organization + Supplier + Supplier Site + PO Number
Local Organization + Supplier + Supplier Site
Global Organization + Supplier + Supplier Site
Local Organization + Supplier
Global Organization + Supplier
To find a WIP specification, the specification matching feature uses the base hierarchy and considers local versus global versus other plant-specific specifications. If no WIP specification is found that matches a WIP sample, then the application searches for a matching inventory specification. WIP specifications are searched using the following priorities:
Charge
Step
Routing + Version
Routing
Formula Line
Formula + Version
Formula
Recipe + Version
Recipe
Batch
Operation + Version
Operation
Based on the previous search priorities, a routing takes precedence over a formula, recipe, batch, or operation. When a recipe is defined, the formula and optional routing are associated to it. When a batch is defined from a recipe, a formula and optional routing are associated to it.
If the grade is specified, then it is used in the search, otherwise item specifications with no grade are used. If the grade is not specified and the item is grade-controlled, then the item with no grade is used in the search. Item and Item Revision are considered. The WIP specification matching program uses the inventory specification matching program as the base hierarchy and searches based on the previous priorities as follows:
Local Organization + Lot + Subinventory + Locator
Global Organization + Lot + Subinventory + Locator
Local Organization + Lot + Subinventory + Locator
Global Organization + Lot + Subinventory + Locator
Local Organization + Lot + Subinventory
Global Organization + Lot + Subinventory
Local Organization + Lot + Subinventory
Global Organization + Lot + Subinventory
Local Organization + Lot
Global Organization + Lot
Local Organization + Lot
Global Organization + Lot
Local Organization + Subinventory + Locator
Global Organization + Subinventory + Locator
Local Organization + Subinventory
Global Organization + Subinventory
Local Organization + Item
Global Organization + Item
Monitoring specifications are created for resources or locators that you need to assess as part of your quality operations in the supply chain. The following is the hierarchy used by the monitoring specification matching program.
The search hierarchy is:
Organization + Subinventory + Locator
Organization + Subinventory
Organization
The search hierarchy is:
Resource + Resource Organization + Resource Instance
Resource + Resource Organization
Resource