How You Create Bills of Resources

This topic provides information to run the Create Bills of Resources scheduled process. The Create Bills of Resources scheduled process creates bills of resources for planning manufactured items in a sales and operations plan.

Create Bills of Resources Scheduled Process Prerequisites

Before you can run the Create Bills of Resources scheduled process, you must do the following:

  1. Identify assembly and subassembly items.

    You must first identify which assembly items to consider in the Create Bills of Resources process. Mark critical assembly and subassembly items in manufacturing organizations using the Critical Component attribute in the Items table in an input simulation set, unless already set in plan inputs. You can use the Make or Buy attribute to filter for make items in the Items table.

    Your selections must also include manufactured subassembly items that must be modeled with separate bills of resources for aggregate planning. For example, a subassembly consumed in an assembly item can have its own bill of resources if it has a long manufacturing lead time or it's produced in a different organization.

  2. Identify which component items to include in the bills of resources for your assembly items.

    In an input simulation set, use the Critical Component attribute in the Items table to mark critical component items consumed in manufacturing organizations, unless already set in plan inputs. The Critical Component item attribute can be marked and collected from a Fusion source. You can use the Make or Buy attribute to filter for buy items in the Items table.

    A subassembly consumed in an assembly item should be modeled as a component in the assembly item's bill of resources.

  3. Identify resources to include in the bills of resources in your assembly items.

    Mark resources as critical in manufacturing organizations using the Bottleneck attribute in the Resources table in the input simulation set, unless already set in plan inputs.

Configure the Create Bills of Resources Scheduled Process

Use these steps to configure the Create Bills of Resources Scheduled Process.

  1. Open the Process Details dialog box for the Create Bills of Resources scheduled process.

  2. From the Bills of Resources drop-down list, select the Item Level for Aggregate Planning predefined template to generate bills of resources.

  3. Optionally, if you have already created a sales and operations plan, select the plan to automatically populate fields for the scheduled process.

  4. In the Organizations section, select the source system and level members to use. You must select at least one level member.

  5. In the Items section, select the catalog, level, and level members to use.

    • Oracle recommends that you select the level that's the category parent of the item.

    • You must select at least one level member.

  6. In the Input Parameters section, select parameters for the following:

    • Assignment Set: Select the assignment set for the scheduled process to use.

      Oracle recommends that the catalog selected in the Items section is also used for sourcing assignments configured in the assignment set.

    • Input Simulation Set: Select the name of the input simulation set for the Create Bills of Resources scheduled process to use. An input simulation set is a set of adjustments to plan inputs read by the scheduled process, such as defining a resource as Bottleneck or a component as Critical.

    • Attribute Used to Include Components: Select Critical Components to use in the scheduled process. If the planning bills of resources don't include components, select Do no include components.

    • Attribute Used to Include Resources: Select Bottleneck to use in the scheduled process. If only components are constrained, select Do not include resources.

  7. In the Output Parameters section, select parameters for the following:

    • Bill of Resources Structure: For Sales and Operations Planning, the resource structure is only within a single organization.

      The item assembly can only be defined within a single organization. For example, an assembly item is made in Location1 and a subassembly item used by the assembly item is made in Location2. You need separate bills of resources for each item-organization, one for the assembly item made in Location1 and another for the subassembly item in Location2. The subassembly made in Location2 is modeled as a component used in the assembly item's bill of resources in Location1.

    • Planning Product Level: If using the Item Level for Aggregate Planning template, the planning product level is set to Item.

      Bills of resources at a category level must be collected through the file-based data import process.

    • Output Simulation Set: You must select an output simulation set to contain the bills of resources created during the scheduled process. The output simulation set can be the same as the input simulation set.

  8. Submit the scheduled process.

    Refer to the log file associated with the Create Bills of Resources Process ID in Search Results on the Scheduled Processes page.

    When the scheduled process completes, you can open the Aggregate Bill of Resources table in the output simulation set to review and modify the process output