Aggregate Production Planning with Bills of Resources

You must define bills of resources for assembly items to generate requirements for critical components and resources.

A bill of resources includes the critical components, subassemblies, and resources you need to plan for an end item assembly.

Use the Scheduled Processes work area to run the Create Bills of Resources scheduled process. The process looks at only components that are critical and resources that are bottlenecks. Use the Production Plan Analysis template in the Create Bills of Resources scheduled process to generate bills of resources for aggregate production plans. The scheduled process outputs your bills of resources in a simulation set. You use the Aggregate Bill of Resource tab in the simulation set in the Plan Inputs work area to review the bills of resources that the scheduled process creates.

Automatically Generate Bills of Resources

You can generate bills of resources through a scheduled process that uses collected work definitions and item and resource attributes.

Use the Create Bills of Resources scheduled process to create bills of resources for planning assembly items for finished goods in the aggregate production plan.

The Create Bills of Resources scheduled process:
  • Uses collected work definition data in the form of routings and item structures as the primary source of input data.

    Routings are required input data. You can't run the Create Bills of Resources process with only bills of materials.

  • Uses an assignment set with Make at and Transfer from sourcing rules as input data. For example, the Create Bills of Resources scheduled process uses a sourcing assignment at an item or product category level with a Make at sourcing rule.

    The planning process considers the Transfer from sourcing rule for subassemblies manufactured in upstream organizations.

  • Considers critical components and bottleneck resources to narrow the scope of the work definitions and ensures that constrained supply can meet strategic needs.
  • Writes bills of resources data to the Aggregate Bill of Resources table in the output simulation set that you can associate with aggregate production plans.
Note: You can also collect the bills of resources using the file-based data import (FBDI) template, ScpBillOfResourcesImportTemplate.xlsm.

You can schedule and automate the Create Bills of Resources process. For example, define a job set that automates a scheduled process in which the Create Bills of Resources scheduled process runs after data collections.

After you 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 in the Plan Inputs work area to review and modify the process output.

Create Bills of Resources Scheduled Process Prerequisites

The Create Bills of Resources scheduled process creates bills of resources for planning manufactured end items in an aggregate production plan.

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 for finished goods to consider in the Create Bills of Resources process. Mark 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.

  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 if using up the scheduled receipts of its inventory is critical for aggregate production planning.

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

    Mark critical resources 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 Production Plan Analysis predefined template to generate bills of resources for aggregate production plans.
  3. In the Organizations section, select the source system and level members to use. You must select at least one level member.
  4. 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.
  5. 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.
      Note: You don’t need to add Routings and Item Structures entities to the input simulation set.
    • Attribute Used to Include Components: For the Production Plan Analysis template, Critical Component is selected automatically.
    • Attribute Used to Include Resources: For the Production Plan Analysis template, Bottleneck is selected automatically.
  6. In the Output Parameters section, select parameters for the following:
    • Bill of Resources Structure: For the Production Plan Analysis template, Across organizations is selected automatically.
    • Planning Product Level: The planning product level is set to Item automatically.
    • 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.
  7. 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 in the Plan Inputs work area to review and modify the process output.