How You Manage Work Definitions in a Spreadsheet

The Oracle Application Development Framework Desktop Integration (ADFdi) enables you to combine the third party desktop productivity applications with the Oracle web applications. So, you can use a program like Microsoft Excel as an interface to access the Oracle web application data.

Note: Managing work definitions in a spreadsheet is currently supported for only discrete manufacturing.

In the Navigator, in the Tools, select the Download Desktop Integration Installer to install the desktop integration installer. After installing it, on Work Definition Overview page, in the Tasks pane, click the Manage Work Definitions in Spreadsheet link to download the worksheets. Then, you can log in and start working.

You can mass create and update the work definitions and their operations, items, and resources by using the ADFdi. There are five worksheets representing the Work Definitions and Operations, Operation Items for Standard Assemblies, Operation Items for ATO Model, Operation Items - Multilevel ATO,and Operation Resources. You can search for the work definition details based on the search criteria available in each spreadsheet. To update the data, you can overwrite the data in the search results table. After the update, an icon appears in the Changed column for each updated row. The cells that are read only fields and aren't included in the upload process. Press the Upload button when you're ready to synchronize the changes with the Oracle Fusion applications. Any data validation errors will be shown after the upload. And the success or failure of each row being uploaded is reflected in the Row Status column.

Note: The attributes Basis, Quantity, Inverse Quantity, UOM, Yield, Optional, and Planning Percent in Operation Items for ATO Model worksheet are referenced from Product Information Management and they're read-only.

During creation, you must identify the product and work definition details, and then define the sequence of the operations. You must separately build the associations between the operations and the components and resources used in each operation. During update, you must first search for the work definitions, operations, operation items, or operation resources before you can update any of the attributes. You must not run a blind report with values not specified for any of the parameters.

As a manufacturing engineer, you can use the Application Development Framework Desktop Integration (ADFdi) Operation Items - ATO Model spreadsheet to upload and download Assemble to Order (ATO) model work definitions with visibility to the first level of the model structure in order to assign items to operations.To build the operation item assignments in a multilevel Assemble to Order (ATO) model work definition, a separate spreadsheet Operation Items - Multilevel ATO tab is available.

The spreadsheet tab enables you to do the following:

  • View all the levels of the option class and phantom structures, including the hierarchy from a component to the top parent item.

  • Build the operation item assignments for an ATO model work definition and provides you the same flexibility in assigning items to operations as in the user interface.

  • Assign an item from any level in the item structure, such as child ATO model, option class, option, phantom, or mandatory component, to a work definition operation. For example, lower level components, such as options can inherit their operation assignment based on their parent's assignment, such as option class.

  • Search for ATO model work definitions and operations that use a specific material and perform a mass update, such as replacing an option that appears under different option classes.

  • Create and update the expanded levels of ATO model work definitions using the ADFdi spreadsheet enables more accurate data setups and easier change management for the work definitions of product configurations created through the Configure to Order (CTO) business process.

To assign the components to different operations the following sequence must be followed:

  1. Query based on Organization and ATO Model in Operation Items - Multilevel ATO worksheet.

  2. Review Component Hierarchy and Level in addition to other details before assigning the component.

  3. After completing the component assignments, requery based on Organization and ATO Model and check the assignment status of all components.

Tip: You can define operation applicability rules based on selected options and Transactional Item Attributes (TIA) only in the user interface.

If you have same work area, resources, work centers and standard operations defined in two organizations, you can use ADFdi to copy the work definitions from one organization to another organization. In the Work Definitions and Operations worksheet, create the work definition header and operations. Copy all the details of the organization from which you want to copy the work definition and paste them in the same worksheet. Modify the dates as required and change the organization to the organization in which you want the copied work definition. Then, upload all the details.

Caution: The standard item and Assemble to Order (ATO) model work definitions are supported in ADFdi. However, you can't create, query, or update configured item work definitions in the user interface or ADFdi. Also, you can't create Rework and Transform work definitions using ADFdi.
Note: You can upload, query, or update the descriptive flexfields details in the work definitions using ADFdi. However, while uploading or updating the descriptive flexfields in the work definitions using ADFdi, only data type validations are performed.

The Find Number and the Suggested Operation Sequence columns have been added to the following worksheets when creating or updating operation items for discrete manufacturing work definitions:

  • Operation Items - Standard
  • Operation Items - ATO Model
  • Operation Items - Multilevel ATO

To assign a component that repeats multiple times in the item structure to a work definition operation using ADFdi, you must perform a search, then assign the item with the unique find number returned in the search results. You can copy the suggested operation sequence to the operation sequence field if the suggested operation sequence is accurate or enter the correct operation sequence for the item.

Using the ADFdi feature is beneficial for you in the following ways:

  • Once you have downloaded the work definition data hosted on the Manufacturing application to a spreadsheet, you can modify it even when you're disconnected from the application.

  • You can perform bulk entry and update of data with ease through a spreadsheet.

  • You can use the Microsoft Excel features, such as macros and calculation.