2Manage Manufacturing Plant

This chapter contains the following:

Overview of Manufacturing Plants

A manufacturing plant is a type of inventory organization in which the manufacturing of a product is carried out. Manufacturing plants are categorized as:

  • In-house manufacturing

  • Contract manufacturing

Using the Setup and Maintenance work area, an SCM implementor sets an inventory organization either as an in-house manufacturing plant or a contract manufacturing plant in the Manage Inventory Organization Parameters page. Further, using the Manage Plant Parameters task, the parameters are set which influence the nature of the plant.

To know more about this, refer to the Implementing Manufacturing chapter in the Implementing Manufacturing and Supply Chain Materials Management guide.

Manufacturing plants are made up of work areas, which comprise work centers, resources, and resource instances. Here's an illustration:

Here's an illustration of a manufacturing plant.

Figure 1 An illustration of a manufacturing plant.

How You Set Up Your Manufacturing Plant

As a manufacturing engineer, you must set up the manufacturing plant that's used by a production supervisor or a production operator for their day-to-day manufacturing tasks. Here's how you set up your manufacturing plant:

  1. Create work areas.

    A work area is a specific region in the manufacturing plant where you execute production activities.

  2. Create resources.

    Resources are people, equipment, and tools allocated to a work center.

  3. Create work centers and associate each of them with an appropriate work area.

    Work centers are specific production units that consist of people or equipment.

  4. Assign resources to work center and allocate resource units to shifts of your manufacturing plant. This helps you to maintain a work center resource calendar for each resource.

  5. (Optional) Create specific instances of each resource that you created. Resource instances are specific equipment or individual people working in your shop floor.

  6. (Optional) Create standard operations, where you define the attributes and assign specific resources to it. So, when you reference a standard operation to a work definition, all its attributes and resources are carried forward to the work definition. This helps you save effort and time by enabling reuse of the standard operation.

Work Areas

How You Manage Work Areas

A work area is a specific region in the manufacturing plant where you execute production activities. The work area is a physical, geographical, or logical grouping of work centers.

Here's an illustration of how work areas relate to manufacturing plants and work centers.

An illustration of how work areas relate to manufacturing
plants and work centers.

Figure 2 An illustration of how work areas relate to manufacturing plants and work centers.

As a manufacturing engineer, you must define at least one work area for a manufacturing plant and at least one work center for each work area. Use the Manage Work Areas page to create, edit, and delete work areas.

A production operator can report material, resource, and operation transactions performed at work centers that belong to a specific work area.

Navigate to the Manage Work Areas page using one of two ways:

  • Click Navigator > Work Definition.

    In the Tasks pane, select Manage Work Areas.

  • Click Navigator > Setup and Maintenance.

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Manufacturing Master Data

    • Task: Manage Work Areas

Create a Work Area

To create a work area:

  1. On the Manage Work Areas page, click the Add icon.

  2. On the Create Work Area page, add these work area details:

    • A unique name for the work area

    • A unique code for the work area

    • A description of the work area

  3. Click Save and Close.

Edit a Work Area

To edit a work area:

  1. On the Manage Work Areas page, click the work area link that you want to edit.

  2. On the Edit Work Area page, you can update the work area name, code, or description details.

  3. Click Save and Close.

Deactivate a Work Area

To deactivate a work area:

  1. In the Work Definition work area , on the Manage Work Areas page, click the work area link that you want to deactivate.

  2. On the Edit Work Area page, you can update the date in the Inactive On field to a future date.

  3. Click Save and Close.

To use a deactivated work area, you must first reactivate it.

Delete a Work Area

To delete a work area, select the work area and that you want to delete and click Delete. You can't delete a work area that's in use.

Note: You can also query, create, update, or delete a work area using a REST API.

Resources

Resources are people, machines, and tools allocated to a work center. Resources are of two types:

  • Labor

  • Equipment

As a manufacturing engineer, you can search for, create, edit, and delete the resources using the Manage Resources page.

Navigate to the Manage Resources page using one of two paths:

  • Click Navigator > Work Definition.

    In the Tasks pane, select Manage Work Areas.

  • Click Navigator > Setup and Maintenance.

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Manufacturing Master Data

    • Task: Manage Production Resources

Here's an illustration of how the resources and resource instances associate to a work center.

An illustration of how the resources and resource
instances associate to a work center.

Figure 3 An illustration of how the resources and resource instances associate to a work center.

Resource Instances

Resource instances are granular representations of a resource in the Manufacturing application. One or more resource instances can be associated to a resource. You can identify a resource by a unique code known as the identifier, and a name.

You can also optionally assign a primary work center to the resource instance to identify the department or location that the resource instance primarily works in.

Tip: Assigning a primary work center to a resource instance helps in quick assignment of the resource instance in work orders and work execution transactions.

You can deactivate or reactivate a resource instance by updating the Inactive On field. When a resource instance is deactivated, it's not available for further use until reactivated. You can delete a resource instance only if it's not used in work execution.

Associate Labor Resource Instances

A labor resource instance represents the names of actual people working in the manufacturing shop floor. A labor resource instance can be optionally associated to a person record available in the Oracle Trading Community Architecture. Such associations are unique within a plant.

Note: Oracle Trading Community Architecture represents a repository of person and organization parties identified through their party usages. Manufacturing allows the subset of Oracle Trading Community Architecture person party records to assign person type resource instances.

Person types in Oracle Trading Community Architecture that can be associated to a resource instance and can be any of the following:

  • Employee

  • Contingent Worker

  • Partner Contact

You can define persons of types Employees or Contingent Workers in Oracle Human Capital Management (HCM) and are automatically propagated to the Oracle Trading Community Architecture through the HCM- Oracle Trading Community Architecture auto-sync process.

You can set up persons of type Partner Contact in the Oracle CRM application, which are automatically available in the Oracle Trading Community Architecture.

Associate Equipment Resource Instances

An equipment resource instance represents the names of actual machines being used in the manufacturing shop floor. An equipment resource instance can optionally associated to an Asset Number defined in Maintenance Cloud. Such associations are unique within a plant.

Assets must be defined in a location corresponding to the plant and a location type work center in order to be eligible for association to the equipment resource instance.

Use the IoT Insights icon provided in the Equipment Resource Instances region, to drill down to the Machine Summary view in IoT Production Monitoring Cloud to view machine performance, real time sensor data, and insights into analytics, anomalies, predictions, and trends.

To create a resource:

  1. On the Manage Resources page, click the Add icon.

  2. On the Create Resource page, add these resource details:

    • A unique name

    • A unique code

    • A description

  3. Select these resource attributes:

    • Type of the resource

      The type determines whether the resource is a labor or equipment

    • Class of the resource

      The lookup code for this resource class is defined in the Setup and Maintenance work area

    • Usage UOM, which is the unit of measure for the planned and actual usage of the resource

  4. If you require to define cost rates for the resource, select the Costing enabled check box.

  5. (Optional) If your organization is enabled for tracking by project, and you want to cost this resource, select these attributes:

    • Costing enabled check box

    • The default expenditure type of the resource

      The specified expenditure type is used while transferring the resource transactions to Costing

  6. Click Save and Close.

Note: You can schedule a resource in a work definition and work orders only if the usage UOM belongs to the UOM class as defined in the profile SCM Common: Default Service Duration class.

To edit a resource:

  1. Click the resource link that you want to edit.

  2. On the Edit Resource page, you can update the resource name, code, description, class, or costing enabled details.

  3. Click Save and Close.

When you edit a resource, you can't do any of these:

  • Edit the resource type when a resource instance is associated.

  • Change the usage UOM of a resource when it's associated with a work center.

Deactivate a Resource

To deactivate a resource:

  1. In the Work Definition work area , on the Manage Resources page, click the resource link that you want to deactivate.

  2. On the Edit Resources page, you can update the date in the Inactive On field to a future date.

  3. Click Save and Close.

To use a deactivated resource, you must first reactivate it.

To delete a resource, select the resource that you want to delete and click Delete.

You can't delete an active resource or a resource that's assigned to a work center.

Note: You can also query, create, update, or delete a production resource using a REST API.

Resource instances are detailed representations of a labor or equipment resource in the Manufacturing application. You can define specific instances of each resource. For example, you might identify the machines used on your shop floor, and the name of people working there. You can associate one or more resource instances to a resource.

Labor Resource Instances

A labor resource instance is the name of a person working in the manufacturing shop floor. You can optionally associate specific person types to a labor resource instance. A person type in the Manufacturing application must be an employee, a contingent worker, or a partner contact. Here's how each person type is set up:

Person Type How It's Set Up

Employee and Contingent Worker

Employees and contingent workers are defined in Oracle Human Capital Management Cloud, and are automatically propagated by the auto-sync process to the Oracle Trading Community Model.

Partner Contact

A partner contact is set up in an Oracle Customer Relationship Management Cloud, which is automatically available in the Oracle Trading Community Model.

Equipment Resource Instances

An equipment resource instance is the name of a machinery being used on the manufacturing shop floor.

You can optionally associate assets to your equipment resource instances. You must define assets in Maintenance Cloud with a location corresponding to your manufacturing plant and a location type Work Center.

View IoT Insights

If you have set up your integration with IoT Production Monitoring Cloud, you can view your resources and resource instances belonging to your Manufacturing plant in IoT.

Additionally, you can view useful insights by navigating through the IoT Insights icon provided for each equipment resource instance. Here's the list of IoT insights that you can view:

  • Machinery performance

  • Real time sensor data

  • Insight into analytics, anomalies, predictions, and trends

To create a labor resource instance:

  1. On the Manage Resources page, click the resource link for which you want to create a resource instance.

  2. On the Edit Resource page, in the Resource Instances section, click the Add icon.

  3. Provide these resource instance details:

    • A unique code as an identifier

    • A name to the resource instance

  4. Select and assign a primary work center to the resource instance to identify the department or location that the resource instance primarily works in.

  5. (Optional) Select the person name working in the manufacturing shop floor. Such associations are unique within a plant.

  6. Click Save and Close.

To create an equipment resource instance:

  1. On the Manage Resources page, click the resource link for which you want to create a resource instance.

  2. On the Edit Resource page, in the Resource Instances section, click the Add icon.

  3. Provide these resource instance details:

    • A unique code as an identifier

    • A name to the resource instance

  4. Select and assign a primary work center to the resource instance to identify the department or location that the resource instance primarily works in.

  5. (Optional) Select an asset number defined in the Maintenance Cloud. Such associations are unique within a plant.

  6. Click Save and Close.

Edit a Resource Instance:

  1. On the Manage Resources page, click the resource link that you want to edit.

  2. On the Edit Resource page, in the Resource Instances section, you can update the resource instance identifier or the resource instance name details.

  3. Click Save and Close.

Deactivate a Resource Instance

To deactivate a resource instance:

  1. In the Work Definition work area , on the Manage Resources page, click the resource instance link that you want to deactivate.

  2. On the Edit Resources page, you can update the date in the Inactive On field to a future date.

  3. Click Save and Close.

To use a deactivated resource instance, you must first reactivate it.

Delete a Resource Instance:

  1. On the Manage Resources page, click the resource link that you want to delete.

  2. On the Edit Resource page, in the Resource Instances section, select the resource instance and click Delete.

    You can't delete a resource instance that's in use in work execution.

Note: You can also query, create, update, or delete a labor resource instance using a REST API. Similarly, you can also query, create, update, or delete an equipment resource instance using a REST API.

Synchronize Resource and Resource Instances to IoT Production Monitoring

In a manufacturing plant, you can obtain operational visibility into real-time production monitoring and obtain actionable insights by integrating with the IoT enabled sensors attached to the equipment in your shop floor. You can set up integration of your manufacturing plant with IoT Production Monitoring Cloud by enabling the plant parameter Enable synchronization to IoT Production Monitoring.

For more information about setting up the integration, see the Implementing Manufacturing and Supply Chain Materials Management guide.

After you have set up your integration with IoT Production Monitoring Cloud, labor and equipment resources and its resource instances are synchronized in real time using a push mechanism. This synchronization ensures that the latest information in manufacturing is available in IoT Production Monitoring in a real time basis.

Here's a list of entities that are synchronized to IoT Production Monitoring.

  • Synchronize Equipment Resources

  • Synchronize Labor Resources

  • Synchronize Equipment Resource Instances

  • Synchronize Labor Resource Instances

Synchronize Equipment Resources

Equipment Resources are synchronized as "Machine Types" in IoT Production Monitoring. When you create, update, or delete equipment resources in the manufacturing cloud, the application automatically synchronizes the corresponding changes in IoT Production Monitoring. You can then associate device references to these "Machine Types" in IoT Production Monitoring.

Synchronize Labor Resources

Labor Resources are synchronized as Operator Types in IoT Production Monitoring Cloud. When you create, update, or delete labor resources in the manufacturing cloud, the application automatically synchronizes the corresponding changes in IoT Production Monitoring.

Synchronize Equipment Resource Instances

Equipment Resource Instances are synchronized as Machines in IoT Production Monitoring Cloud. When you create, update, or delete equipment resource instances in the manufacturing cloud, the application automatically synchronizes the corresponding changes in IoT Production Monitoring. You can then associate the actual devices to these machines in IoT so that you can automatically report production to manufacturing cloud.

Synchronize Labor Resource Instances

Labor Resource Instances are synchronized as Users with Operator role in IoT Production Monitoring Cloud. When you create, update, or delete labor resource instances in the manufacturing cloud, the application automatically synchronizes the corresponding changes in IoT Production Monitoring.

Work Centers

Work centers are specific production units that consist of people or equipment. You can associate each work center with an active work area.

As a manufacturing engineer, here's what you can do using the Manage Work Centers page in the Work Definition work area:

  • Create, edit, and delete work centers

  • Add resources to a work center and allocate resources to different shifts

  • View and manage exceptions associated to the resources

Navigate to the Manage Work Centers page using one of two paths:

  • Click Navigator > Work Definition.

    In the Tasks pane, select Manage Work Centers.

  • Click Navigator > Setup and Maintenance.

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Manufacturing Master Data

    • Task: Manage Work Centers

To create a work center:

  1. On the Manage Work Centers page, click the Add icon.

  2. On the Create Work Center page, add these work center details:

    • A unique name

    • A unique code

    • A description

  3. Select an active work area and supply subinventory to which the work center is associated.

  4. Click Save and Close.

To edit a work center:

  1. On the Manage Work Centers page, click the work center link that you want to edit.

  2. On the Edit Work Center page, in the General Information section, click the Show More link.

  3. Update the work center name, code, description, work area, supply subinventory, or supply locator details.

  4. Click Save and Close.

Note: You can deactivate a work center when you're editing it. To do so, update the Inactive On date to any future date. To use a deactivated work center, you must first reactivate it.

To delete a work center, select the work center and click Delete.

If you're unable to delete a work center, there are three possible reasons why:

  • A resource is associated with it

  • It's being referenced in work definition operation

  • It's being referenced in work order operation

Note: You can query, create, update, and delete a work center using a REST API.

Now that you have created a work center, assign some resources to it. You can assign the resources that are either labor or equipment.

  1. Click the work center link to which you want to assign resources.

  2. On the Edit Work Center page, click the Add icon in the Resource Availability section.

  3. Select the resource name.

  4. In the Default Units Available field, provide the total number of resource units available in the work center.

  5. Select the Available 24 Hours check box if this resource is working round the clock. Leave it unchecked if you want the resource to be available in shifts.

    You must allocate these resource units to specific shifts.

  6. Select the Check Capable to Promise check box if you want the Global Order Promising engine to consider the capacity of this resource during order promising.

  7. In the Utilization field, enter the percentage of the resource time available for manufacturing.

    For example, if you enter 50%, the scheduler doubles the length of time that the resource is required to complete a work order.

  8. In the efficiency field, enter the percentage of the time a resource takes to complete manufacturing operations.

  9. Click OK.

  10. Click Save and Close.

You can also add resources to a work center while creating a work center.

Here's an example of how you can assign the resources to work centers.

An example of how you can assign the resources
to work centers.

Figure 4 An illustration of how you can assign the resources to work centers.

If you don't select the Available 24 Hours check box while assigning the resource to a work center, then units of that resource are made available in shifts.

You need to allocate the number of resource units for each shift. You do this on the Edit Work Center page in the column for each shift. If you don't manually specify the number of units, default number of units available in that work center is used for each shift.

The default units available are automatically assigned to all the shifts of your calendar, which you can modify.

Example

Let's say you assign four resources, R1, R2, R3, and R4 to a work center WC1.

  • WC1 functions in two shifts, Day Shift and Night Shift.

  • 2 units of each resource are available in work center WC1.

  • You didn't select the Available 24 Hours check box while assigning any resource, so resource units are allocated to shifts

Let's say you have varying resource requirements. Let's consider each one and understand how you implement them.

For R1: You want two units of R1 for the day shift only.

  1. In the Resource Availability Region, in the Day Shift column for R1, enter a value of 2.

For R2: You want one unit of R2 for the day shift and one unit for the night shift.

  1. In the Resource Availability Region, in the Day Shift column for R2, enter a value of 1.

  2. In the Night Shift column also, enter a value of 1.

For R3: You want both units of R3 available for both shifts.

  1. In the Resource Availability Region, in the Day Shift column for R3, enter a value of 2.

  2. In the Night Shift column also, enter a value of 2.

For R4: You want R4 available all day.

  1. Click the resource link.

  2. Select the Available 24 Hours check box.

  3. Click OK.

Here's what your resource availability looks like now:

Resource Default Units Available Day Shift Night Shift

R1

2

2

-

R2

2

1

1

R3

2

2

2

R4

2

-

-

Note: The Resource Calendar icon is enabled and visible for those resources that are available in shifts.

When you're done, click Save and Close.

Utilization and efficiency percentages determine the duration of the resources that are scheduled on a work order.

Work Center Settings That Affect Scheduling

  • Utilization percentage

  • Efficiency percentage

  • Shift assignments

How Scheduling Is Calculated

By default, the utilization and efficiency percentages are set to 100 percent. When you set these percentages to less than 100, the scheduled duration of the resources gets extended.

Let's say you want two hours of work done using a resource. You begin with the assumption that your resources will be fully utilized, and at full efficiency. To know whether your work will be done in two hours, divide the number of work hours by the product of your utilization and efficiency percentages. That's 2 / (1*1), which equals 2. This confirms that your work will be done in two hours.

Now let's say you halve the utilization and efficiency percentages. The new calculation is 2 / (0.5*0.5), which equals 8. This means your work will take longer to complete, and that's because your resource isn't being fully utilized at 100 percent.

You use the work center resource calendar to manage the exceptions related to the resources. Exceptions may also be created in the production calendar. In case of a conflict, the exceptions granted in the work center resource calendar override the ones granted in production calendar.

Standard Operations

How You Manage Standard Operations

As a manufacturing engineer, you can define similar operations in the manufacturing process as standard operations, which you can reuse in multiple work definitions and work orders. Standard operations are of two types: In-House operations, which are executed in your manufacturing plant, and Supplier operations, which are outsourced to suppliers.

Use the Manage Standard Operations page in the Work Definition work area to search for, create, edit, and delete standard operations.

Search for the Standard Operations

Here are some pointers to aid your search:

  • Search for a standard operation using the name, code, description, work center, or work center code, or supplier of the standard operation.

  • Select the Include inactive operations check box to include the standard operations that are inactive.

Create a Standard Operation

Standard operations are of two types: In-House operations, which are executed in your manufacturing plant, and Supplier operations, which are outsourced to suppliers.

Create an in-house standard operation

  1. On the Manage Standard Operations page, click the Add icon.

  2. On the Create Standard Operation page, select In-house as an operation type.

  3. Add these standard operation details:

    • A name for the standard operation

    • A unique code for the standard operation which you can't update when a standard operation is in use in a work definition or a work order.

    • A description of the standard operation

  4. Select the active work center you want to associate this standard operation with.

  5. Enable one of these based on/considering reporting requirement:

    • Count point, to perform the operation and report manually. The Count point and Automatically transact attributes are mutually exclusive.

    • Automatically transact, so that the operation is reported automatically, the pull components are backflushed, and the resources are automatically charged when the next count point operation is completed.

    Note: If you don't select either of these attributes, this standard operation is said to be an optional operation.
  6. (Optional) Select the date on which the standard operation becomes inactive.

  7. (Optional) Add attachments. You can attach either a file, or text or an URL file type.

  8. (Optional) Select the Default for automatic work definition check box to set this operation as default for automatic work definitions.

  9. Select the material transaction and operation completion validations:

    • Whether or not to allow issue of any additional materials that aren't defined in the work order with push supply type, or manually issue quantities greater than those specified in the work order.

    • Whether or not to allow operation completions when materials with push supply type haven't been issued. The possible values are Allow, Allow with warning, and Do not allow.

    • Whether or not to allow operation completions when there are any open exceptions. The possible values are Allow, Allow with warning, and Do not allow.

    Resources subsection:

  10. In the Resources section, click the Add icon to assign resources to this standard operation.

  11. In the new row, add these standard operation resource details:

    • The resource sequence.

    • The name of an active resource that's associated to the work center.

    • The number of assigned resource units, which can't exceed the available units for the resource as defined in the work center resource availability definition.

    • The usage amount of the standard operation resource.

    • Whether the resource usage is Fixed or Variable. Select Fixed if the resource usage is fixed per product quantity produced or Variable if it varies with the product quantity produced.

      The usage unit of measure as defined in the resource definition. This is a read only field inherited from the resource definition.

    • Whether or not this resource is a scheduled resource.

    • Whether this resource is the principal resource within a group of simultaneous resources.

    • Whether the resource charge type is Manual or Automatic. Select Manual if it's an optional operation.

  12. Expand the row.

    • Select the activity type of this standard operation resource.

    • Select the date on which the standard operation becomes inactive.

  13. (Optional) Attach any attachments by clicking the Add icon.

    You can attach either a file, or text or an URL file type.

    Alternate resources subsection:

  14. (Optional) Attach any alternate resources that are ranked by priority by clicking the Add icon.

    In the Alternates page, you can't update the Basis, Scheduled, and Charge Type which are inherited from the primary resource. The Usage, Inverse Usage and Units Assigned are defaulted from the primary resource definition, which you can update.

    Note: If your resource cost is charged to the work order then the Costing enabled field is selected by default. This is a read only field inherited from the resource definition.

    If the check box is enabled, then the Resource cost is charged to Work Order. This is a read only field and is inherited from the resource definition.

  15. Click Save and Close.

Create a supplier standard operation

  1. On the Manage Standard Operations page, click the Add icon.

  2. On the Create Standard Operation page, select Supplier as an operation type.

  3. Add these standard operation details:

    • A name of the standard operation.

    • A unique code for the standard operation which you can't update when a standard operation is in use in a work definition or a work order.

    • A description of the standard operation.

  4. Select the work center to associate this standard operation.

    You can assign an active work center to an operation.

  5. (Optional) Select the date on which the standard operation becomes inactive.

  6. (Optional) Attach any attachments by clicking the Add icon.

    You can attach either a file, or text or an URL file type.

  7. Select the material transaction and operation completion validations:

    • Whether or not to allow issue of any additional materials that aren't defined in the work order with push supply type, or manually issue quantities greater than those specified in the work order.

    • Whether or not to allow operation completions when materials with push supply type haven't been issued. The possible values are Allow, Allow with warning, and Do not allow.

    • Whether or not to allow operation completions when there are any open exceptions. The possible values are Allow, Allow with warning, and Do not allow.

  8. In the Supplier Operation Details section, search and select these supplier operation details:

    • The outside processing item that represents the value-added service being performed on the assembly in outside processing.

      The item is defined in Product Information Management.

    • The recommended supplier used in creating the requisition.

      The supplier is an external party who provides specialized manufacturing services to manufacture a product.

    • A recommended supplier site.

    • The unit of measure for the lead time of a supplier operation.

    • The fixed lead time for the operation which is independent of the order quantity.

    • The variable lead time for the operation which is dependent on the quantity.

  9. Click Save and Close.

Edit a Standard Operation

You can add, delete, and update the resources and their alternates associated with this standard operation.

Edit a Standard Operation

  1. On the Manage Standard Operations page, click the standard operation link that you want to edit.

  2. On the Edit Standard Operation page, you can update these standard operation details:

    • The standard operation details such as name, description, inactive date, and attachments.

    • The Work Center attributes only if there are no resources associated with this standard operation.

  3. Click Save and Close.

Delete a Standard Operation

To delete a standard operation, on the Manage Standard Operations page, select the standard operation that you want to delete and click Delete.

You can't delete the standard operation if it's being referenced in any work definition operation or any work orders.

How You Use Standard Operations

When you assign a standard operation to a work definition or a work order, all the attributes of this standard operation are inherited by the work definition or the work order. This includes the resources, descriptive flexfields, and attachments assigned to the standard operation.

Use the standard operations in one of two ways:

When You Use The Standard Operation Mode What You Need To Do What Happens

Reference a standard operation

Select the Referenced check box when you add the standard operation in the work definition or a work order.

The changes that you make to the standard operation are automatically reflected in the work definitions that reference the standard operation.

You can't edit any resources assigned to the standard operation in the work definition. Referencing also ensures that any future changes to the standard operation are reflected in the work definition operation.

Copy a standard operation

Clear the Referenced check box when you add the standard operation in the work definition or work order.

Any future changes that you make to the standard operation aren't reflected in the work definitions and work orders that reference the standard operation.

If you require any changes in the copied standard operation, enter them manually for the specific work definition or work order.

You can edit and update any attributes. After you remove the reference to a standard operation, you can't reference it again. When you remove the reference to a standard operation, you can add or delete the resources assigned to the standard operation in the work definition.

Manage Standard Operations in a Spreadsheet

If you need to work offline, then manage your standard operations using a Microsoft Excel spreadsheet. You can mass create and update the standard operations and resources by using the Oracle Application Development Framework Desktop Integration (ADFdi).

Here's how the ADFdi feature benefits you:

  • After you download the standard operation data hosted on the Oracle Fusion 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.

To manage standard operations in spreadsheet, you must first download and run the ADFdi Installer:

  1. Click Navigator > Tools > Download Desktop Integration Installer.

  2. Click Save File to download the desktop integration installer.

  3. Double-click the executable file to install the ADF Desktop Integration Installer.

  4. Click Install to proceed with the installation process.

  5. Click Close to complete the installation process.

Then, download the standard operation data:

  1. Click Navigator > Work Definition.

    In the Tasks pane, click the Manage Work Definitions in Spreadsheet link to download the worksheets.

  2. Select the Open with option to open the Work Definition Excel file.

    The three worksheets are Standard Operations, Standard Operations Resources, and Standard Alternate Resources.

  3. Click Yes to connect to the application.

  4. Login with your credentials and start working.

Here's how you manage the standard operations in a spreadsheet:

  1. Create and update the standard operations and resources in bulk by using the ADFdi.

    You must create the standard operation header details first, and then define the resource details and alternate resources for it.

  2. Search for the standard operation details based on the search criteria available on each spreadsheet.

    You must search for the standard operation header or resource details before you can update any of the attributes.

    You must not run a blind report with values not specified for any of the parameters.

  3. Update the data by overwriting the data in the search results table.

    After the update, an indicator appears in the Changed column for each updated row. The inactive cells are read only fields and are not included in the upload process.

  4. Click Upload when you're ready to synchronize the changes with the Oracle Fusion applications. Any data validation errors will be shown in the spreadsheet after the upload. Check the Row Status column to know if the upload was successful.

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 standard operation using ADFdi, only data type validations are performed.

You can also query, create, update, or delete a standard operation using a REST API.

Overview of Electronic Signatures and Electronic Records for Standard Operation Management

Manufacturing engineers use the Oracle Fusion E-Signatures and E-Records to securely capture, store, retrieve, and print e-records and e-signatures inline while creating and updating a standard operation in the Work Definition work area.

The E-Signatures and E-Records feature is disabled by default. When enabled, the e-signature approval process is initiated and approvers are required to authenticate transactions.

Here are the details that an e-record contains with:

  • Standard Operation Details

  • Attachment Details

  • Resource Details

  • Resource Level Attachment Details

  • Alternate Resource Details

As an SCM implementation consultant, you need to enable and configure this feature.

Enable:

  1. Click Navigator > Setup and Maintenance.

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Facilities

    • Task: Configure Electronic Signature Preferences

  2. Click the Configure Electronic Signature Preferences link.

  3. On the Configure E-Signature Preferences page, in the Organization section, select the organization that you want to enable the E-Signature for Standard Operation Management transaction.

  4. On the right pane, select the check box in the Signature Enabled column for the transactions for which to activate e-signatures.

  5. Click Save and Close.

Configure:

  1. Click Navigator > Setup and Maintenance.

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Facilities

    • Task: Manage Task Configurations for Supply Chain Management

  2. On the BPM Worklist page, select the Task Configuration tab from where you can create or edit a rule.

  3. Search for the StandardOperationApproval task and click the Edit icon.

  4. Configure the approval rule.

  5. Click Save and Close.

  6. Enter comments in the text box and click OK.

For more information about implementing E-Signatures and generating E-Records, refer to the Implementing E-Signatures and E-Records chapter of the Oracle SCM Cloud Implementing Manufacturing and Supply Chain Materials Management guide.

How You Capture E-Signatures and Generate E-Records for Standard Operation Management

As a manufacturing engineer, you initiate an inline process to generate e-records and capture e-signatures, by defining a standard operation and submitting it for approval.

Note: The process to generate E-Records and capture E-Signatures isn't initiated when a standard operation is created and updated through ADF desktop integration (ADFdi).

When you create or edit the standard operation, you can also be an approver. You can review the electronic records, enter comments, indicate your approval or rejection, and sign the E-Record in the E-Signature page.

Notifications are sent to other approvers who can access them through the bell notifications in the Oracle Cloud application. Approvers can review the electronic records before adding their electronic signature, enter their comments, indicate their approval or rejection and sign the electronic record by entering their password. The standard operation isn't saved until all approvals are completed based on defined rule. Depending upon the outcome of the approval, the standard operation creation or update is either saved or rolled back.

You can search and view the existing E-Records for standard operations from the Electronic Records work area.

For more information about capturing E-Signatures and generating E-Records, refer to the Oracle SCM Cloud Using E-Signatures and E-Records guide.