The Process Execution Workbench is a navigator that lets you view summary information about batches and firm planned orders by organization, batch, firm planned order, product, and status. There are two tabs located on the navigator - Batches and Firm Planned Orders. Click either tab to access the summary information that you are interested in. The batch and firm planned order summary information windows provide access to batch and firm planned order maintenance windows so that you can review or edit the data. You can also create custom views that provide a convenient method to locate and access a batch or firm planned order.
This chapter covers the following topics:
Use the Find function through the Process Execution Workbench to create either a standard or advanced custom view which is a convenient method to locate and access a batch or firm planned order. Once a view is generated, the criteria or output can be saved in the Personal or Public Shortcuts for future use.
See: Oracle E-Business Suite User's Guide
A standard custom view allows you to query the database for batches or firm planned orders based on organization, document, product, planned start date, and status. The result of the query lists the batch or firm planned order documents sorted by organization and document number. Double-click a document line in the results list to display the Batches or Firm Planned Order windows. These windows are also accessible by selecting a document line in the results list and clicking Details. If the document is in the context organization, then this option is available. Use the Batch Details and Firm Planned Orders: Details windows to review or edit the data.
The following search criteria are available in the standard custom view. Enter any number or combination of fields:
Organization
If an organization is entered, then a search is conducted for the organization for which the batch or firm planned order was created. If the organization field is left empty, then a search is conducted for batches or firm planned orders for all organizations you have access to.
Document
Search for a specific batch or firm planned order by entering the document.
Product
If a product is entered, then documents are retrieved that produce or yield this product.
From Planned Start Date and To Planned Start Date
Search for documents scheduled within a specific range of planned start dates
Status
If a status is selected, then batches or firm planned orders with the indicated status are located.
Terminated
Select Terminated as Yes to search for terminated batches.
Once a view is generated, the criteria or output can be saved for future use in the Personal or Public Shortcuts.
The advanced custom view lets you perform a complex query to search for batches or firm planned orders based on the criteria entered.
An advanced search on the following items is available:
Organization
Document
Recipe
Recipe Version
Formula
Formula Version
Routing
Routing Version
Planned Start Date
Planned Completion Date
Actual Start Date
Actual Completion Date
Product
Ingredient
The following operators are supported:
Equal
Like
Less Than
Less or Equal
Greater Than
Greater or Equal
Less or Equal to Today +
Less or Equal to Today -
Greater or Equal to Today +
Greater or Equal to Today -
Today
Select an item.
Select an operator from the Condition field.
Enter a specific value.
Once a view is generated, the criteria or output can be saved for future use in the Personal or Public Shortcuts.
Use the Process Execution Workbench which is a navigator to view summary information about batches by batch, organization, product, and status. There are two tabs located on the navigator - Batches and Firm Planned Orders. Click the Batches tab to access summary information about batches. Use the View By option in the Process Execution Workbench to change the way you view the summary information.
The View By Batch options provides a list of batches ordered by planned start date, plant, or batch number. Only batches associated to the organizations that you have access to are listed in the navigator.
The View By Product options provides a list of batches organized by products. The product list is sorted by product code or product planning class. Only products and coproducts for which batches exist are listed in the navigator.
The View By Status option provides a list of batches organized by status code.
The View By Organization option provides a list of batches for an organization. Only organizations for which batches exist are listed in the navigator. Also, only batches associated to the organizations that you have access to are listed.
The following features are available on a summary window:
Some of the summary windows provide a Number of Documents field. This is the number of documents on the summary window.
The Find option allows you to quickly locate a particular batch. Enter the Document to search for and click Find.
The Details button provides access to the Batch Details window for the current batch and is enabled only for documents in the context organization. Use the Batch Details window to review or edit the data.
The Batch Steps button provides access to the Batch Steps window for the current batch. Through the Batch Steps window, you can review or edit the data.
Each batch summary is described in this topic. A description of the summary and its associated fields are provided.
The Summary of Documents by Organization window displays all batches grouped by organization. To view this summary, the View By option must indicate Organization and an organization in the navigator must be selected.
The following fields are available in this summary window:
Number of Documents, Document, Status, Terminated Indicator, Product, Revision, Planned Quantity, UOM, Planned Start Date
Details lets you display the Batch Details window for the batch. Use Find to search for a specific batch.
The Summary by Status window displays all batches grouped by status. Batches can be viewed by Pending, WIP, Completed, Closed, and Canceled. To view this summary, the View By option must indicate Status and a status in the navigator must be selected.
The following fields are available in this summary window:
Number of Documents, Document, Product, Revision, Planned Quantity, UOM, Planned Start Date
Details lets you display the Batch Details window.
The Summary by Product window displays all batches grouped by product. To view this summary, the View By option must indicate Product and a product in the navigator must be selected.
The following fields are available in this summary window:
Number of Documents, Document, Status, Terminated indicator, Product, Revision, Planned Quantity, UOM, Planned Start Date
Details lets you display the Batch Details window.
The Summary of Document window displays all batches grouped by an organization. To view this summary, a batch in the navigator must be selected.
The following fields are available in this summary window:
Document, Status, Terminated indicator, Laboratory Batch indicator , Product, Planned Quantity, Actual Quantity, UOM, Planned Start Date, Planned Completion Date, Actual Start Date, Actual Completion Date
Details lets you display the Batch Details window. Batch Steps lets you display the Batch Steps window.
The Summary of Batch Steps window displays all the steps for the selected batch. To view this summary, the Steps node for the batch in the navigator must be selected.
The following fields are available in this summary window:
Batch, Recipe, Version, Description, Step, Operation, Version, Description, Step Status, and Terminated indicator
Details lets you display the Batch Details window and Batch Steps lets you display the Batch Steps window for the batch.
The Summary of Step window displays information about each batch step. To view this summary, select Steps in the navigator.
The following fields are available in this summary window:
Step, Step Status, Operation, Version, Operation Description, Planned Step Quantity, Planned Step Quantity UOM, Terminated indicator, Actual Step Quantity, Actual Step Quantity UOM, Planned Start Date, Actual Start Date, Planned Completion Date, Actual Completion Date
Details lets you display the Batch Details window and Batch Steps lets you display the Batch Steps window.
The Summary of Products window displays all the products for the selected batch. To view this summary, the Products node for the batch in the navigator must be selected.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Batch Details window.
The Summary of Byproducts window displays all the byproducts for the selected batch. To view this summary, select the batch Byproducts node in the navigator.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Planned Quantity, Actual Quantity, UOM.
Details lets you display the Batch Details window.
The Summary of Ingredients window displays all the ingredients for the selected batch. To view this summary, select the batch Ingredients node in the navigator.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Batch Details window.
The Summary of Ingredient window displays information for the selected ingredient. To view this summary, select an ingredient for a batch in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Consumption Type, Scale Type, Scrap Factor, Phantom Type
The Summary of Step Details window displays the batch step detail. To view this summary, select the step activities node in the navigator. The following fields are available in this summary window:
Step, Operation, Version, Description, Activity, Activity Description, Planned Activity Factor, Actual Activity Factor
Details lets you display the Step Activities window.
The Summary of Products By Step window displays the products associated to a particular step. To view this summary, open a batch step in the navigator and select a Product.
The following fields are available in this summary window:
Document, Recipe, Version, Step, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Batch Details window.
The Summary of Byproducts By Step window displays the byproducts associated to a particular step. To view this summary, open a batch step in the navigator and select a Byproduct.
The following fields are available in this summary window:
Document, Recipe, Version, Step, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Batch Details window.
The Summary of Ingredients by Step window displays the ingredients associated to a particular step. To view this summary, open a batch step in the navigator and select an Ingredient.
The following fields are available in this summary window:
Document, Recipe, Version, Step, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Batch Details window.
The Summary of Product window displays information for the selected product. To view this summary, select a batch product in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type, Cost Allocation
The Summary of Byproduct window displays information for the selected byproduct. To view this summary, select a batch byproduct in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type
The Summary of Step Activity window displays information for each step activity. To view this summary, select a step activity in the navigator. The following fields are available in this summary window:
Step, Activity, Activity Description, Planned Start Date, Planned Complete Date, Actual Start Date, Actual Complete Date, Offset Interval, Planned Activity Factor, Actual Activity Factor
Details lets you display the Step Activities window.
The Summary of Step Activity Resource window displays information for the selected resource. To view this summary, select a batch step resource in the navigator.
The following fields are available in this summary window:
Resource, Resource Description, Plan Resource Count, Plan Resource Quantity, Planned Resource Usage, Calculate Charges indicator, Actual Resource Count, Actual Resource Quantity, Actual Resource Usage, Planned Start Date, Planned Complete Date, Actual Start Date, Actual Complete Date, Resource Type, Offset Interval, Scale Type
Details lets you display the Step Resources window. Process Parameters lets you display the Process Parameters window
Note: The Details, Batch Steps, and Process Parameters buttons are enabled only for the documents in the context organization.
Through the Process Execution Workbench which is a navigator lets you view summary information about firm planned orders by organization, product, firm planned order and status. There are two tabs located on the navigator - Batches and Firm Planned Orders. Click the Firm Planned Orders tab to access summary information about firm planned orders. Use the View By option in the Process Execution Workbench to change the way you view the summary information.
The View By Firm Planned Order options provides a list of firm planned orders ordered by planned start date, organization, or firm planned order number. Only firm planned orders associated to the organizations that you have access to are listed in the navigator.
The View By Product options provides a list of firm planned orders organized by products. The product list is sorted by product code or product planning class. Only products and coproducts for which firm planned orders exist are listed in the navigator.
The View By Status option provides a list of firm planned orders organized by status code.
The View By Organization option provides a list of firm planned orders organized by organization. Only organizations for which firm planned orders exist are listed in the navigator. Also, only firm planned orders associated to the plant that you have access to are listed.
The following features are available on a summary window:
Some of the summary windows provide a Number of Documents field. This is the number of documents on the summary window.
The Find option allows you to quickly locate a particular firm planned order. Enter the Document to search for and click Find.
The Details button provides access to the Firm Planned Order: Details window for the current firm planned order. Through the Firm Planned Order: Details window, review or edit the data.
Each firm planned order summary is described in this topic. A description of the summary and its associated fields are provided.
The Summary of Documents by Organization window displays all firm planned orders grouped by organization. To view this summary, the View By option must indicate organization and an organization in the navigator must be selected.
The following fields display in this summary window:
Number of Documents, Document, Status, Product, Revision, Planned Quantity, UOM, Planned Start Date
Details lets you display the Firm Planned Order: Details window.
The Summary of Documents by Status window displays all firm planned orders grouped by status. Firm planned orders can be viewed by Pending, Converted Firm Planned Order, and Canceled. To view this summary, the View By option must indicate Status and a status in the navigator must be selected.
The following fields are available in this summary window:
Number of Documents, Document, Product, Revision, Planned Quantity, UOM, Planned Start Date
Details lets you display the Firm Planned Order: Details window.
The Summary of Documents by Product window displays all firm planned orders grouped by product. To view this summary, the View By option must indicate Product and a product in the navigator must be selected.
The following fields are available in this summary window:
Number of Documents, Document, Status, Product, Revision, Planned Quantity, UOM, Planned Start Date
Details lets you display the Firm Planned Order: Details window.
The Summary of Document window displays all firm planned orders by an organization. To view this summary, select a firm planned order in the navigator.
The following fields are available in this summary window:
Document, Status, Product, Planned Quantity, Actual Quantity, UOM, Planned Start Date, Planned Completion Date, Actual Start Date, Actual Completion Date
Details lets you display the Firm Planned Order: Details window.
The Summary of Products window displays all the products for the selected firm planned order. To view this summary, select the Products node for the firm planned order in the navigator.
The following fields are available in this summary window:
Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Firm Planned Order: Details window.
The Summary of Byproducts window displays all the byproducts for the selected firm planned order. To view this summary, select the Byproducts node for the firm planned order in the navigator.
The following fields are available in this summary window:
Organization, Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Firm Planned Order: Details window.
The Summary of Ingredients window displays all the ingredients for the selected firm planned order. To view this summary, select the Ingredients node for the firm planned order in the navigator.
The following fields are available in this summary window:
Organization, Document, Recipe, Version, Description, Line, Item, Revision, Planned Quantity, Actual Quantity, UOM
Details lets you display the Firm Planned Order: Details window.
The Summary of Ingredient window displays information for the selected ingredient. To view this summary, select an ingredient for a firm planned order in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Consumption Type, Scale Type, Scrap Factor, Phantom Type
The Summary of Product window displays information for the selected product. To view this summary, select a product in a firm planned order in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type, Cost Allocation
The Summary of Byproduct window displays information for the selected byproduct. To view this summary, select a byproduct within a firm planned order in the navigator.
The following fields are available in this summary window:
Line, Item, Item Description, Planned Quantity, Actual Quantity, UOM, Yield Type, Scale Type
Note: The Details button is enabled only for the documents in the context organization.
The Find Firm Planned Orders dialog box lets you search for and list all firm planned orders that fit the parameters you specify on the Standard and Advanced regions of the window.
Prerequisites
Enter and save firm planned orders.
To find a firm planned order from the workbench
Navigate to the Find Firm Planned Orders dialog box.
Enter as many parameters as needed to complete the search:
Enter search parameters in the Standard region for: Organization, Document Product, From Planned Start Date, To Planned Start Date, or Status.
Enter search parameters in the Advanced region for a specific: Item, Condition, or Value.
Click Find.
Review the results of the search.
To save search criteria to Personal Shortcuts
Click Save As ...
Select Search Criteria.
Enter a New Folder Name for the search criteria.
Click Save.
To save selected results of the search to Personal Shortcuts
Click Save As ...
Select Only Selected Results.
Enter a New Folder Name for the selected results.
Click Save.
The Find Batch dialog box lets you search for and list all batches that fit the parameters you specify on the Standard and Advanced regions of the window.
Prerequisites
Enter and save batches.
To find a batch from the workbench:
Navigate to the Find Batches dialog box.
Enter as many parameters as needed to complete the search:
Enter search parameters in the Standard region for:
Organization
Document
Product
From Planned Start Date
To Planned Start Date
Status
Terminated
Enter search parameters in the Advanced region for a specific:
Item
Condition
Value
Click Find.
Review the results of the search.
To display a selected Document Number
Select the Document Number from the search Results list.
Click Details.
To save search criteria to Personal Shortcuts
Click Save As ...
Select Search Criteria.
Enter a New Folder Name for the search criteria.
Click Save.
To save selected results of the search to Personal Shortcuts
Click Save As ...
Select Only Selected Results.
Enter a New Folder Name for the selected results.
Click Save.
To set date conditions for a search
Select one of the following for Item:
Planned Start Date
Planned Completion Date
Actual Start Date
Actual Completion Date
Select one of the following for the date Condition:
Equal to generate results that meet the parameters entered for dates equal to the value entered.
Greater Than to generate results that meet the parameters entered for dates greater than the value entered.
Less Than to generate results that meet the parameters entered for dates less than the value entered.
Greater or Equal to generate results that meet the parameters entered for dates greater than or equal to the value entered.
Less or Equal to generate results that meet the parameters entered for dates less than or equal to the value entered.
Like to find results similar to the information specified using the wildcard%. For example, select the condition Like, and enter JAN%, you find each target that contains entries with the letters JAN.
Greater or Equal to Today + to generate results that meet the parameters entered for dates greater than or equal to the current date plus the value entered.
Greater or Equal to today - to generate results that meet the parameters entered for dates greater than or equal to the current date minus the value entered.
Less or Equal to Today + to generate results that meet the parameters entered for dates less than or equal to the current date plus the value entered.
Less or Equal to Today - to generate results that meet the parameters entered for dates less than or equal to the current date minus the value entered.
Today to generate results that meet the parameters entered for the current date. The Value field does not apply to this condition.
If you save this search to your Personal Shortcuts, then the application uses the current system date when you rerun the saved search.
Enter the Value for the selected condition.
Click Find.