Understand and use batch reservations, material move orders, and inventory transactions. Understand differences between high-level reservations and detailed-level reservations. Create detailed-level reservations. Understand material transactions. View move orders and enter pending product lots. Understand how to manage inventory shortages and to reserve a batch as a supply source for inventory reservations. Cross-integrate the Process Execution application with Mobile Supply Chain applications for Oracle Process Manufacturing.
This chapter covers the following topics:
The following sequence of steps summarizes how you can use reservations, move orders, and transactions to control material movement from staging to production:
Create a batch.
Optionally, create high-level or detailed-level reservations or both.
Reservations are a guarantee of available inventory. When you create a batch, if there is sufficient available inventory, then you can configure the application optionally to create a high-level reservation. This high-level reservation guarantees the quantity you need is available at the time of batch production. Once the batch is created, you can also create detailed-level reservations. A detailed reservation specifies the lot or serial number to reserve, and the subinventory and locator from which to reserve it.
Refer to Creating High-Level Reservations and Creating Detailed-Level Reservations for more information.
Create a move order.
Move orders are documents used to control the movement of inventory. Move orders are useful to manufacturers to more closely model and control the movement of inventory from storage locations to a production staging location or shop floor. The use of move orders is optional in Process Execution. Use move orders by selecting Create Move Order parameter. Move order is allocated to the batch when you perform picking and is based on picking rules. The picking rules provide suggestions for picking material from the inventory. If you select the Rule Based Reservation Time Fence parameter, then you can use picking rules.
Refer to the Setting Up chapter for more information on setting up parameters.
Pick material and move to supply subinventory. This creates a detailed reservation to the batch in the supply subinventory.
Consume the ingredient from the supply subinventory by releasing the batch, releasing a step, performing incremental backflushing, or by consuming manually.
View the details of the ingredient consumption that are recorded as material transactions on the View Material Transactions window.
For transactions that are affected when a batch is placed on hold, refer to Creating a Batch Hold.
A reservation is a guaranteed allotment of material to a specified demand or supply source. Reservations can be made against on-hand inventory or different document types like a batch, sales order, or purchase order. You can have high-level or detailed-level reservations for items in a batch. A high-level reservation guarantees that the quantity you need is available in the inventory when you execute the batch. A detailed reservation specifies the lot or serial number to reserve, and the subinventory and locator from which to reserve it. Once you have detailed reservations for a material to a batch, other sources of demand are prevented from reserving or using this inventory.
When inventory is allocated during picking, reservation is used as the basis for this allocation, and when the inventory is consumed the reservation is relieved. If there is no detailed reservation, then the allocation is done based on the picking rules. Refer to Ingredient Picking Workbench for information on ingredient picking and the Oracle Inventory User's Guide for detailed information on picking rules.
Reservations can be transferred from one demand or supply source to another, but reserved inventory cannot be allocated to another demand source or transferred to inventory. The Item Reservations window is used to view and update batch reservations. Reservations are updated automatically upon change in planned or WIP planned quantity. View all unconsumed reservations as exception quantities on the Material Exceptions window.
Firm planned orders cannot have reservations because they are used for planning a batch and actual inventory does not need to be reserved while planning. Lab batches with the update inventory indicator set to No cannot have any reservations. A lab batch with the update inventory indicator set to Yes is treated as a regular batch; it can have reservations and be both a source of demand or supply.
When reserving material for a rework batch, you must reserve the material produced in the original batch that you intend to rework. If the product from the original batch was assigned a lot number, then specify that lot number in your reservation. If you plan to use additional materials in the rework batch, then reserve them as a separate ingredient line item.
For reservation transactions that are affected when a batch is placed on hold, refer to Creating a Batch Hold.
Create high-level reservations to ensure that items required for batch production are available in the inventory organization. High-level reservations are created automatically during batch creation when Create High-Level Reservations is enabled and the material requirement date is within the Reservation Time Fence specified on the Oracle Process Manufacturing (OPM) Process Execution Parameters window. Refer to Setting Up for information on OPM Process Execution parameters.
You can also create high-level reservations for a batch or a material line by choosing Reserve Batch and Reserve Line respectively from the Inventory menu on the Batch Details window.
If the entire planned quantity for an ingredient is not available in the inventory, then the high-level reservation is created only for the available quantity. You can create reservations for a batch or a material line. The creation of high-level reservation is allowed in the pending and WIP statuses of a batch or for items associated with steps. High-level reservations cannot be created for lot indivisible items.
Prerequisites
To create high-level reservations for a batch
Navigate to the Batch Details window.
Select Reserve Batch from the Inventory menu. Reserved Qty displays the reserved ingredient quantity.
To create high-level reservation for a material line
Navigate to the Batch Details window.
Select the material line.
Select Reserve Line from the Inventory menu. Reserved Qty displays the reserved quantity for that line.
A detailed-level reservation is an inventory reservation for an item at a more detailed-level of inventory control-revision, lot, serial number, subinventory, and locator. Detailed reservations are 'hard' reservations; once you have reserved material to a batch, other sources of demand are prevented from reserving or using this inventory. Detailed-level reservations can also be partially detailed. For example, you can reserve a lot without having to specify the subinventory or locator. If the lot is moved around between the time you create the reservation and the time it is needed in the batch, then you do not have to update the reservation. If the lot exists in more than one location at the time it is needed, then it can be picked from any of those locations based on picking rules.
Reservation of a lot or serial-controlled item at the subinventory level cannot be created without specifying the lot or serial information. Detailed-level reservations can be created manually or automatically. A detailed reservation can be created in the following ways:
Material can be selected automatically by the application using picking rules. This is also referred to as Rules Based Reservation.
Material can be selected and reserved from the Select Available Inventory window.
Detailed reservations can be entered manually on the Item Reservations window.
Rules Based Reservations
Rules based reservations enable the creation of detailed-level reservations based on suggestions from picking rules. Picking rules can be inventory picking rules or the Oracle Warehouse Management Systems (WMS) picking rules in case of WMS-enabled organization. The application determines whether the item qualifies for rule-based reservations depending on the Rule Based Reservations Time Fence parameter and the item requirement date. If the requirement date is within the reservation time fence, then the item qualifies for rules-based reservation. Refer to Setting Up for more information.
Note: Rule Based Reservation Time Fence parameter can be set up as null. If you do not set this up, then there is no limitation.
To create rules-based reservation automatically
Navigate to the Batch Details window.
Select AutoDetail Batch from the Inventory menu. Reserved Qty displays the reserved quantity for the ingredients.
To create detailed-level reservation for a material line
Navigate to the Batch Details window.
Select the material line.
Select AutoDetail Line from the Inventory menu. Reserved Qty displays the reserved quantity for that line.
To create a detailed-level reservation manually
Create detailed-level reservation manually for a batch and material lines using the Select Available Inventory window from the Item Reservations window. Refer to Using the Select Available Inventory Window for more information.
To create a detailed-level reservation using the Item Reservations window
Create a detailed-level reservation manually for a batch and material lines using the Item Reservations window. Refer to Entering Reservations for more information.
The Item Reservations window lets you view, insert, and update the reservations for a batch.
To enter reservations
Navigate to the Batch Details window.
Click Reservations or select Maintain Reservations from the Inventory menu.
Refer to the Oracle Inventory User's Guide for detailed information on the Item Reservations window.
You can create reservations for a batch using the Oracle Process Manufacturing Product Development Simulator and Optimizer tool. Refer to the Oracle Process Manufacturing Product Development User's Guide for detailed information.
The Material Transactions window displays all the material transactions for a batch and can complete the transactions for materials reserved for a batch. If you do not have any material reservations for a batch, then enter material transactions by entering the required quantities on this window and then transacting them. The transaction date also displays and has the following defaults:
When the batch is created, ingredient transactions default to the planned start date of the batch. Ingredients with a consumption type of Automatic by Step default to the planned start date of the step to which they are associated.
When the batch is released, ingredients with a consumption type of automatic default to the actual start date and time and the transaction is completed.
Ingredients with a consumption type of manual or incremental default to the system date and time when the completion indicator on the Line Allocations window is selected. For incremental consumption items, this happens through incremental backflushing.
Transaction dates do not update if you change the:
Actual start date after releasing a batch.
Actual completion date after completing the batch.
When you enter material transactions in the Material Transactions window, select a transaction type for:
Ingredients:
WIP Issue: Issues ingredients from inventory to batches to fulfill material requirements. If you issue lot or serial-controlled ingredients, then identify the lot or serial to issue. If you issue lot and serial-controlled ingredients, then identify the lots and corresponding serials.
WIP Return: Returns ingredients from batches to inventory. For example, when you unrelease a batch it does not consume the ingredients and returns them to the inventory. WIP Returns reverse WIP Issues.
Products:
WIP Completion: Issues the products produced from the batches to the inventory.
WIP Return: Returns the products from inventory to batches. For example, if you accidentally complete a batch and revert back to WIP, then the inventory returns the products.
Byproducts:
WIP Completion: Issues the byproducts produced from the batches to the inventory.
WIP Return: Returns the byproducts from inventory to batches. For example if you accidentally complete a batch and then revert back to WIP, then the Inventory returns the products.
If you issue or return lot or serial-controlled ingredients, products, or byproducts, then specify the lots using the Lot Entry window and the serial numbers using the Serial Entry window. Refer to Using the Lot Entry and Serial Entry Windows for more information.
For batches in WMS-enabled organizations, you can yield a product into a License Plate Number (LPN) or reserve and consume ingredients from an LPN, by specifying the LPN for the transaction on the Material Transactions window. Refer to Integrating Process Execution with Mobile Supply Chain Applications for more information.
For material transactions that are affected when a batch is placed on hold, refer to Creating a Batch Hold.
Prerequisites
To transact material
Navigate to the Batch Details window.
Select Transact Material from the Inventory menu.
The Material Transactions window displays.
The following table lists and describes various fields in the Material Transactions window.
Note: All the fields are display only.
Field Name | Description |
---|---|
Line Type | Displays the material type as ingredient, product, or byproduct. |
Line | Displays the line number of the material in the batch. |
Item | Displays the inventory item on the material line. |
Revision | Displays the revision of the item on the material line. |
Target Qty | Displays the quantity of the item to transact for the current transaction. This field has the following defaults:
|
Transacted Qty | Displays the quantity of the item transacted in the current transaction. |
Exception Qty | Displays the quantity of the item not transacted in the current transaction. |
UOM | Displays the unit of measure in which the item is expressed. |
Subinventory | Displays the subinventory for the item. |
Locator | Displays the locator in the subinventory for the item. |
WIP Plan Qty | Displays the planned quantity of the item to consume or yield. |
Actual Qty | Displays the actual quantity of the item consumed or yielded. |
Pending Move Orders is selected when pending move orders exist for this item. It is deselected when there are no pending move orders.
Pending Reservations is selected when unconsumed reservations exist for this item. It is deselected when there are no unconsumed reservations for the item.
Dispensable is selected if the item is to be dispensed. Refer to the Manufacturing Execution System for Oracle Process Manufacturing User's Guide for more information on dispensing.
Select Transact to select the material line to transact.
Enter the appropriate information in the following fields
Field Name | Description |
---|---|
Transaction Type | Enter a transaction type for:
|
Item Revision | Enter item revision if the item is revision-controlled. |
Serial | Enter the serial number if the item is serial-controlled. |
Subinventory | Enter the subinventory from which the item is to be consumed. |
Locator | Enter the locator in the subinventory from which the item is to be consumed. |
Lot | Enter the lot number to use for the consumption if the item is lot-controlled. The list of values for the Lot field also displays lots with null expiration dates. |
LPN | Enter the LPN to yield into an LPN or consume from an LPN. You can enter LPN for WIP Issue, WIP Issue Return, WIP Completion, and WIP Completion Return transactions. This field is enabled only WMS-enabled organizations. |
Quantity | Is the quantity of material being consumed from the specified lot. This defaults to the reserved quantity of the item, if you have made reservations for this item. You can edit this field. |
UOM | Is the unit of measure in which the quantity is expressed. |
Secondary Qty | Is the quantity of material to consume or yield, if the item is dual unit of measure controlled. |
Secondary UOM | Is the unit of measure in which the secondary quantity is expressed. |
Reason | Enter a Reason code as the reason for the transaction. |
Transaction Date | Displays the date of transaction. |
Primary Qty | Displays the quantity of the item to consume or yield in the primary unit of measure. |
Primary UOM | Displays the primary inventory unit of measure for the item. |
Onhand Qty | Displays the total quantity available in inventory in the specified subinventory and locator. |
Available to Transact | Displays the usable material that you can use for the transaction. |
Click Transact to complete the transaction or click Cancel to cancel the changes and close the window.
To view move orders
Click Move Order. Refer to Viewing Move Orders for more information.
To select the available inventory for creating transactions
Select the Select Available Inventory from the Actions menu. Refer to the Oracle Inventory User's Guide for more information on this window.
To assign lot or serial numbers
Click Lot/Serial. Refer to Using the Lot Entry and Serial Entry Windows for more information.
Additional Information: If you update the UOM conversion factor for a lot-controlled item, you can recalculate the primary and secondary item quantities of batch transactions before the batch completes. See: Lot-Specific Unit of Measure Conversions, Oracle Inventory User's Guide.
You can view the material transactions for a batch using the View Material Transactions window. The configuration for this window is the same as the Material Transactions window except that the fields are not editable.
To view the material transactions for a batch
Navigate to the Batch Details window.
Select View Material Transactions from the Inventory menu. Refer to Transacting Materials for more information.
You can link or unlink an ingredient lot or serial number to a product lot or serial number as needed. Since one batch can result in multiple lot or serial controlled products which can be produced at different steps and lot or serial controlled ingredients can be added at different steps, you may need to link or unlink an ingredient lot or serial number to a product in order to view an accurate lot or serial genealogy. Use the Map Lots/Serials window described below to both view existing and establish new linkages between ingredient and product lots and serial numbers.
Additional Resources: You can also map and unmap ingredients and product lots/serial numbers using the Lot Serial Genealogy API.
For more information on using the Lot Serial Genealogy API, navigate to the Integrated SOA Gateway responsibility > Integration Repository > Process Manufacturing > OPM Process Execution > Process Mfg Batch > Lot Serial Genealogy API.
Choose whether to link ingredients and product lots/serial numbers automatically or manually. If you choose to link them automatically, you must complete the prerequisites listed below, as well as set the Auto Map Lots/Serials field in the Process Execution Parameters window to one of the following values:
Based on Steps: Automatically links ingredients to products based on item step associations and step dependencies.
Based on Steps and Transaction Dates: Automatically links ingredients to products based on item step associations, step dependencies, and transaction dates. The WIP Issue ingredient transactions must occur before the WIP Completion product transactions in order to enable automatic linking.
For more information about this parameter, see: Setting Up Parameters. To link manually, follow the steps listed below.
Prerequisites
To link an ingredient lot or serial number to a product lot or serial number
Navigate to the Map Lots/Serials window.
In the Find Batches window, search for and select a batch.
The selected batch appears in the Map Lots/Serials window.
Click a product/by-product lot/serial row.
Select the Map check box next to the ingredient lot(s) or serial number(s) used to produce the selected product or by-product.
(Optional) Update the default From Serial and To Serial numbers if needed.
Additional Information: If the range of serial numbers entered is less than the required ingredient transaction quantity, another row for the same ingredient is automatically added so you can enter more serial numbers.
Click Save.
The selected ingredient lot(s) or serial number(s) are now linked to the product/by-product lot or serial number.
To unlink an ingredient lot or serial number from a product lot or serial number
Use the same process as described above, but deselect the Map check box, then click Save.
Related Topics
Viewing Lot Genealogy, Oracle Inventory User's Guide
Viewing Serial Genealogy, Oracle Inventory User's Guide
The Lot Entry window lets you choose lot numbers for the line item quantity to issue or return. You can view the Lot Entry window only for items that are lot-controlled. If a Lot is already entered on the Material Transactions window and if the line item quantity to issue or return also requires serial numbers, you can access the Serial Entry window from the Material Transactions window. Additionally, if you are reserving a serial item, you can access the Serial Entry window from the Item Reservation window.
Additional Information: If a lot-specific UOM conversion exists for an entered lot-controlled item, the system calculates the secondary quantity for the lot. If the conversion factor is updated before a batch completes, the system recalculates the primary and secondary item quantities of the lot-controlled item material transaction. See: Lot-Specific Unit of Measure Conversions, Oracle Inventory User's Guide
To assign lot numbers
Navigate to the Material Transactions window.
Either enter the lot number in the Lot field or click Lot/Serial.
Refer to the Oracle Inventory User's Guide for a detailed description of the window.
To assign serial numbers for an item reservation
Navigate to the Item Reservation window.
To assign only one serial number, use the Serial field in the Item Reservation window. To assign multiple serial numbers, click Serials.
Refer to the Oracle Inventory User's Guide for a detailed description of the Serial Entry window.
To assign serial numbers for a material transaction
After releasing the batch steps, which releases the item reservation to the batch step, you can transact material.
Navigate to the Material Transactions window.
Click Lot/Serial.
This takes you to the Lot Entry window.
Click Serial.
This takes you to the Serial Entry window. Refer to the Oracle Inventory User's Guide for a detailed description of the window.
The Material Exceptions window displays the items not transacted. This window has the same field definition as the Material Transactions window and displays when you:
Release a batch and any ingredients with a consumption type of Automatic and are not fully transacted.
Release a step and any ingredients associated with the step that have a consumption type of Automatic by Step and are not fully transacted.
Use incremental backflushing and the quantities that are backflushed and are not fully transacted.
Complete a batch and have not transacted any of the ingredients, products, or byproducts in the batch.
Complete a batch step and any items associated to the step with a consumption type or yield type of Automatic by Step and are not fully transacted.
The Material Exceptions window lets you:
View ingredients that have unconsumed or partially specified reservations with the reservation already entered in the transaction block.
Manually create transactions for any material type.
Use Select Available Inventory for ingredients to create either detailed reservations or transactions.
Prerequisites
To view material exceptions
Navigate to the Material Exceptions window.
The following table lists and describes various fields in the Material Exceptions window.
Note: All the fields are display only:
Field Name | Description |
---|---|
Line Type | Displays the material type as ingredient, product, or byproduct. |
Line | Displays the line number of the material in the batch. |
Item | Displays the inventory item on the material line. |
Revision | Displays the revision of the item on the material line. |
Target Qty | Displays the quantity of the item to transact for the current transaction. This field has the following defaults:
|
Transacted Qty | Displays the quantity of the item transacted in the current transaction. |
Exception Qty | Displays the quantity of the item not transacted in the current transaction. |
UOM | Displays the unit of measure in which the item is expressed. |
Subinventory | Displays the subinventory for the item. |
Locator | Displays the locator in the subinventory for the item. |
WIP Plan Qty | Displays the planned quantity of the item to consume or yield. |
Actual Qty | Displays the actual quantity of the item consumed or yielded. |
Pending Move Orders is selected when pending move orders exist for this item. It is deselected when there are no pending move orders.
Pending Reservations is selected when unconsumed reservations exist for this item. It is deselected when there are no unconsumed reservations for the item.
Select Dispensable if the item is to be dispensed.
Refer to the Manufacturing Execution System for Oracle Process Manufacturing User's Guide for more information on dispensing.
Select Transact to select the material line to transact.
Enter the appropriate information in the following fields. The following table lists and describes various fields.
Field Name | Description |
---|---|
Transaction Type | Enter a transaction type for the following:
|
Item Revision | Enter item revision if the item is revision-controlled. |
Subinventory | Enter the subinventory from which the item is to be consumed. |
Locator | Enter the locator in the subinventory from which the item is to be consumed. |
Lot | Enter the lot number to use for the consumption if the item is lot-controlled. The list of values for the Lot field also displays lots with null expiration dates. |
Serial | Enter the serial number if the item is serial-controlled. Click Lot/Serial to access the Lot Entry window, then click Serial to access the Serial Entry window. |
Quantity | Displays the quantity of material being consumed from the specified lot or serial number. This defaults to the reserved quantity of the item, if you have made reservations for this item. You can edit this field. |
UOM | Displays the unit of measure in which the quantity is expressed. |
Secondary Qty | Displays the quantity of material to consume or yield, if the item is dual unit of measure controlled. |
Secondary UOM | Displays the unit of measure in which the secondary quantity is expressed. |
Reason | Enter a reason code as the reason for the transaction. |
Transaction Date | Displays the date of transaction. |
Primary Qty | Displays the quantity of the item to consume or yield in the primary unit of measure. |
Primary UOM | Displays the primary inventory unit of measure for the item. |
Onhand | Displays the total quantity available in inventory in the specified subinventory and locator. |
Available to Transact | Displays the usable material that you can use for the transaction. |
Click Proceed to complete the transaction or Cancel to cancel the changes and return to the Batch Details window.
The Correct Material Transactions window displays the transactions for all materials of a batch and lets you make corrections to the displayed completed transactions.
Prerequisites
To correct transaction corrections
Navigate to the Batch Details window.
Select Correct Material Transactions from the Inventory menu.
The Correct Material Transactions window displays. The following table lists and describes various fields in the Correct Material Transactions window.
Note: The following fields are display only.
Field Name | Description |
---|---|
Line Type | Displays the material type as ingredient, product, or byproduct. |
Line | Displays the line number of the material in the batch. |
Item | Displays the inventory item on the material line. |
Step | Allows you to add or modify material association during the material transaction. By default, this field displays the step number to which the material is associated with however you can change the step number and associate the selected material with another step. You can change the step number, if:
Note: Upon saving the transaction, the step material association is also changed if there is addition or modification of a step. |
Revision | Displays the revision of the item on the material line. |
Target Qty | Displays the quantity of the item to transact for the current transaction. This field has the following defaults:
|
Transacted Qty | Displays the quantity of the item transacted in the current transaction. |
Exception Qty | Displays the quantity of the item not transacted in the current transaction. |
UOM | Displays the unit of measure in which the item is expressed. |
Subinventory | Displays the subinventory for the item. |
Locator | Displays the locator in the subinventory for the item. |
WIP Plan Qty | Displays the planned quantity of the item to consume or yield. |
Actual Qty | Displays the actual quantity of the item consumed or yielded. |
Enter appropriate information in the following fields:
Field Name | Description |
---|---|
Pending Move Orders | This option is selected when pending move orders exist for this item. It is deselected when there are no pending move orders. |
Pending Reservations | This option is selected when unconsumed reservations exist for this item. It is deselected when there are no unconsumed reservations for the item. |
Dispensable | This option is selected if the item is to be dispensed. Refer to the Manufacturing Execution System for Oracle Process Manufacturing User's Guide for more information on dispensing. |
Correct | Select this option to select the material transaction to correct. |
Transaction Type | Enter appropriate transaction type for:
|
Item Revision | Enter appropriate item revision if the item is revision-controlled. |
Subinventory | Enter the subinventory from which the item is to be consumed. |
Locator | Enter the locator in the subinventory from which the item is to be consumed. |
Lot | Enter the lot number to use for the consumption if the item is lot-controlled. The list of values for the Lot field also displays lots with null expiration dates. |
Quantity | Displays the quantity of material being consumed from the specified lot. This defaults to the reserved quantity of the item, if you have made reservations for this item. You can edit this field. |
UOM | Displays the unit of measure in which the quantity is expressed. |
Secondary Qty | Displays the quantity of material to consume or yield, if the item is dual unit of measure controlled. |
Secondary UOM | Displays the unit of measure in which the secondary quantity is expressed. |
Reason | Enter a reason code as the reason for the correction. |
Transaction Date | Enter a new transaction date for the transaction. |
Primary Qty | Displays the quantity of the item to consume or yield in the primary unit of measure. |
Primary UOM | Displays the primary inventory unit of measure for the item. |
Onhand Qty | Displays the total quantity available in inventory in the specified subinventory and locator. |
Available to Transact | Displays the usable material that you can use for the transaction. |
Click Correct to save the changes to the material transactions or Cancel to cancel the changes and return to the Batch Details window.
Move orders are documents used to control the movement of inventory. Move orders are useful to manufacturers who want to more closely model and control the movement of inventory from storage locations to a production staging location or shop floor. Move orders enable planners and facility managers to request the movement of material within a warehouse or facility for purposes such as replenishment, material storage relocations, and quality handling. You can generate move orders either manually or automatically. Refer to the Oracle Inventory User's Guide for information on creating move orders.
You can configure the Oracle Process Manufacturing (OPM) Process Execution application to create move orders automatically during batch creation for items with insufficient inventory in the supply subinventory but available in another subinventory, by setting up the Create Move Order parameter. Move orders are created only if the item requirement date is within the Move Order Time Fence. The use of move orders is optional in Process Execution. Refer to Setting Up for more information regarding the OPM Process Execution parameters.
Prerequisites
To view a move order
Navigate to the Batch Details window.
Select View Move Order from the Inventory menu.
Refer to the Oracle Inventory User's Guide for detailed information on move orders.
The Pending Product Lots window enables you to specify the exact revision of the product and the lot where a product is yielded. If the product is also serial-controlled, you can access the Serial Entry window from the Pending Product Lots window and enter a serial number for the product.
To enter pending product lots and serials
Navigate to the Batch Details window.
Select the product to view the pending product lots and/or serials.
Select Pending Lots from the Inventory menu.
Note: If the product is serial-controlled, but not lot- controlled, select Pending Serials from the Inventory menu. If the product is both lot and serial-controlled, select Pending Lots.
Enter the appropriate lot information in the following fields:
Field Name | Description |
---|---|
Sequence | Enter the order in which the lots are to be yielded. |
Item Revision | Displays the item revision for the material line if it is revision-controlled. Otherwise, the highest revision displays. You can edit this field. |
Parent Lot | Enter the number. This is the parent lot to which a new lot is associated. The lot has default attributes derived from this parent lot during creation. This field does not display for lab lots. |
Lot | Enter the lot number. |
Expiration Date | Displays the date of expiry for the product. |
Quantity | Enter the quantity to yield into the lot. |
The following lot fields are display only:
UOM is the unit of measure for the material. This defaults to the UOM specified on the material line.
Secondary UOM is the secondary unit of measure for the material. This displays if the item is dual unit of measure controlled. The value defaults from the secondary UOM specified on the material line.
Primary Qty is the material transaction quantity calculated using the Primary UOM.
If the item is dual unit of measure controlled, then enter the Secondary Qty of the material in the secondary unit of measure.
Item Revision displays the item revision for the material line if it is revision-controlled. The highest revision displays by default. You can edit this field. The material is yielded in the specified Item Revision.
Enter a Reason Code to associate with the transaction.
Click OK.
Click Serials.
The Serial Entry window opens. For information about entering serial numbers, see: Assigning Serial Numbers, Oracle Inventory User's Guide.
To generate a new parent lot
Click Generate Parent. A new parent lot is generated.
To generate a new lot
Click Generate Lot. A new lot number is generated.
The Inventory Shortages window lets you view all inventory shortages for production batches during batch creation if material shortages exist. Shortages are based on material available to reserve (ATR) at the inventory organization level. The inventory shortages for phantom batches also display. For nonreservable items, the available to transact (ATT) values are used to compare against the planned quantity of the material to determine shortage. Inventory shortages do not display for lab batches when the Update Inventory indicator is deselected.
Select the Process Execution Parameter Check Shortages to display inventory shortages. The inventory shortages window displays:
Shortages at the Inventory Organization level based on the material status and ATR in the inventory organization. The ATT is determined from the formula: ATT = ATR – On-hand not suitable for production.
Shortages at the subinventory level based on the material status and ATT in the supply subinventory. Only ingredient lines that have a supply subinventory defined on the material line display.
In case of revision control items, the shortages are derived based on the revision of the item used as a material in the batch. Nonstockable items are not considered for checking shortages.
To display inventory shortages at the organization level
Navigate to the Batch Details window.
Select View Org Level Shortages from the Inventory menu.
The following table lists and describes various fields in the Batch Details window.
Note: The following fields are display only:
Field Name | Description |
---|---|
Line | Displays the material line number. |
Item | Displays the inventory item that corresponds to the material line. |
Revision | Displays the item for which the shortages exist. This is the revision on the material detail line. |
Item Description | Displays a brief description of the item. |
Planned Qty | Displays the planned quantity for the item. |
Reserved Qty | Displays the material quantity reserved in the line for high-level or detailed-level reservations. |
UOM | Displays the unit of measure for the material line used in the batch. |
Onhand Qty | Displays the quantity available for this item in the current organization. |
Available to Reserve | Displays the quantity of the item in the current organization that can be reserved for this batch. |
Available to Transact | Displays the quantity of the inventory item in the current organization that can be transacted for this batch. |
To display inventory shortages at the subinventory level
Navigate to the Batch Details window.
Select View Subinventory Level Shortages from the Inventory menu.
You can create a detailed-level reservation manually for a batch and material line using the Select Available Inventory window. The Select Available Inventory window displays the available to transact inventory organized based on the inventory picking rules defined for an item. Use this window to create a detailed-level reservation manually or a transaction for a batch and material line. Refer to the Oracle Inventory User's Guide for more information.
You can reserve the product yield of a production batch as a source of supply for the inventory reservations. For example, reserve the product yield of a batch to a sales order. Refer to Function Security, Oracle Inventory User's Guide, and Using Oracle Order Management with Process Inventory for more information on reserving a production batch to a sales order. If you reserve the output of a batch, you cannot perform any batch actions that result in deduction of the on-hand quantity.
Oracle Process Manufacturing (OPM) Process Execution supports the Mobile Supply Chain Applications (MSCA), if the Warehouse Management Systems (WMS) is installed. Using handheld mobile devices, you can record transactions. For example, ingredient consumption, product yield, and resource usage can be recorded. OPM Process Execution and WMS interact through the use of move orders. You can use WMS Picking and Putaway with OPM Process Execution, and yield products into a License Plate Number (LPN). An LPN, is the basic entity managed by WMS; it can, for example, represent a pallet or similar grouping of inventory. Refer to Oracle Process Manufacturing Mobile Supply Chain Application for Oracle Process Manufacturing for more information.