How Supply Planning Considers Additional Work Order Status

Undercompleted Work Orders

Oracle Supply Planning treats a work order as complete and doesn't expect further supplies if a work order is defined as Undercompleted in Oracle Fusion Cloud Manufacturing.

When creating a supply plan, the status of work orders is assessed to determine the remaining work and resources needed to complete them. In your manufacturing environment, you may want to complete work orders even if the output quantity from the manufacturing process is less than the original quantity specified. You can define the undercompletion tolerance value in Oracle Manufacturing. The supply plan automatically sets the work order to the complete status if the work order is defined as undercompleted. If a work order status is set to complete based on the undercompletion tolerance value, you still can continue to complete any further product quantity. If there are no more supplies expected from a work order, select Undercomplete in Review Dispatch List in Oracle Manufacturing.

If a work order is undercompleted, the supply plan considers its status as complete and doesn’t expect any further supplies from the work order. In Plan Inputs, the order quantity is zero for such work orders.

Note: Both unconstrained and constrained supply plans support undercompleted work orders. The undercompletion tolerance is supported for standard and nonstandard work orders. It is not supported for maintenance, rework, and transform work orders.

You can view the undercompleted status on the Supplies and Demands page in Plan Inputs.

For discrete work orders:

The undercompletion tolerance is applied on the product quantity.
If a work order is defined as undercompleted, based on the undercompletion tolerance value, you cannot complete any further product quantity.
If a work order is undercompleted, you still can continue to issue input materials and the supply plan continues to plan for the remaining input materials (to-be-issued to the work order) until it is closed.

For process work orders:

The undercompletion tolerance is applied on the batch quantity and not on the output quantities.
If a work order is defined as undercompleted, you still can continue to complete output items (primary output, co-product, and by-products) and the supply plan will continue to consider the output quantity as supply from the work order until it is closed.
For example, a process work order has started with the original batch quantity equal to 500, and the planned primary output quantity equal to 200. If the work order is undercompleted with batch quantity equal to 400, you still can complete the primary output quantity 200 or until the work order is closed.

Work Orders in Pending Approval Status

Supply Planning considers a work order in Pending Approval status as available supply and plans work orders accordingly.

You might be required to keep detailed records of product manufacturing processes on electronic records and signatures. Oracle E-Signatures and E-Records is a configurable framework for securely capturing, storing, retrieving, and printing electronic records and signatures. You can enforce generation of an e-record and capture e-signatures when a work order is initially changed to the Released status in Oracle Manufacturing. Using a deferred approval process with notifications, the work order is held in a Pending Approval status until the approvals are obtained. This status means that no changes can be made to the quantity or schedule.

Supply planning considers work orders that come from Oracle Manufacturing in Pending Approval status as available supply.

These work orders are planned as non-firm work orders unless explicitly firmed in Oracle Manufacturing or in Supply Planning by a planner. Supply Planning can issue a reschedule or cancel recommendation on such work orders by virtue of them being not firm.

Note: Both unconstrained and constrained supply plans support work orders in Pending Approval status.

The work orders in Pending Approval status remain locked in Oracle Manufacturing for all updates and transactions. Oracle Manufacturing won’t process any update or cancel recommendation for such work orders when they are released from Supply Planning. An applicable message is displayed in Oracle Manufacturing if any recommendation isn’t processed.

In such cases, you need to release the work order again in the next planning cycle (assuming by that time the work order status is changed depending on the outcome of approval process). To avoid this, check the work order status in Oracle Manufacturing before releasing the work orders in organizations configured for e-signature.

Manually Scheduled Work Orders

You might want to change the schedule of a work order in the execution system owing to your business requirements. For example, you might update the work order start and completion dates, update work order operation, or resource start and completion dates. In Oracle Manufacturing, select the User or External scheduling method. The Firm check box is automatically selected. You then can schedule a work order manually by updating the work order, operation, and resource dates in Oracle Manufacturing.

Supply Planning respects the manually scheduled work order and doesn’t consider it for automated rescheduling by virtue of it being firm.

Optionally, you can deselect the Firm option for a work order in Oracle Manufacturing for the User or External scheduling methods. In this case, since the work order is not firm, Supply Planning will plan it as a regular non-firmed work order and recommends a reschedule or cancellation. On releasing such work orders, Oracle Manufacturing will honor Supply Planning's recommendation.

You can also change the firm status of a manually scheduled work order to Not firm in Supply Planning. In this case also, Supply Planning will plan the work order as a regular non-firm work order and can recommend a reschedule or cancellation. On releasing these work orders, Oracle Manufacturing will honor the Supply Planning's recommendation.

Note: Both unconstrained and constrained supply plans support manually scheduled work orders.