4Manage Production

This chapter contains the following:

Overview of Production Management

Oracle Manufacturing Cloud provides various capabilities that enable production supervisors to efficiently manage production activities.

By providing visibility into production performance and exceptions, it facilitates information driven management and helps in proactive resolution of shop floor issues. It enables production supervisors to manage production calendars by creating shift exceptions and work center resource exceptions to represent shop floor conditions.

Oracle Manufacturing Cloud supports discrete and process production work methods and provides the ability to manage a work order through its entire life cycle. This includes tasks, such as creating work orders, releasing them to production, pre-assigning serials, editing the work order details to adapt to changes in production priorities, reviewing supply reservations and production progress, tracking production transaction history, and finally closing the work orders after production completion.

Through predefined macro-enabled spreadsheet templates, it enables users to create and update work orders using the file-based data import infrastructure.

A typical day in a life of a production supervisor starts by accessing the Work Execution work area to review key production information and manage production activities.

Infolet-Based Work Execution Work Area

The Overview page in the Work Execution work area serves as a landing page for shop floor personnel to review, manage, and report production activities. It provides insight into plant, work area, work center level production details, and lists all the work execution-related tasks used to manage and execute discrete production.

The Work Execution work area can be accessed by you if you have the job role of the Production Supervisor or Production Operator.

The Work Execution Overview page has a collection of infolets providing high-level summary of the production details of the selected manufacturing plant. The page also has a Panel drawer that lets you directly access the tasks and Reports and Analytics for your manufacturing plant. The Panel drawer can be accessed from the Overview page or any other page within this work area.

Infolets

If you have the role of a Production Supervisor, you see the following infolets:

  • Work Orders

  • Rework (for discrete manufacturing work orders)

  • Open Exceptions

  • Operations Scheduled Versus Actual

  • WIP Inspections

  • Operations

If you have the role of a Production Operator, you see a subset of infolets relevant to production execution which comprises of the following:

  • Operations Scheduled Versus Actual

  • WIP Inspections

  • Operations

The metrics displayed in the Work Orders, Rework, Operation Scheduled Versus Actual and Operations infolets are displayed based on the values you set by clicking the View By icon.

To change the basis on which the metrics are displayed in the infolets, click View By on the Overview page.

  • To view plant level metrics, leave both the Work Area and Work Center fields to the default value of All.

  • To view work area specific metrics, select the required Work Area.

  • To view work center level metrics, select the correct combination of both the Work Area and Work Center fields.

Note: The Open Exceptions and WIP Inspections infolets aren't affected by this setting and are always applicable at the plant level.

After you have set the value for View By and can view metrics relevant to your work area or work center of your manufacturing plant, you can now click a specific metric and drill down to the underlying page such as the Manage Work Orders page, or the Review Dispatch List page for more detailed information or to perform further actions.

Tasks

If you have the role of a Production Supervisor, you can access and perform all of the following discrete manufacturing tasks:

  • Manage Work Orders

  • Material Availability Rules

  • Material Availability Assignments

  • Manage Production Exceptions

  • Manage Supplier Operations

  • Close Work Orders

  • Transfer Transactions from Production to Costing

  • Review Product Genealogy

  • Manage Production Calendar

  • Manage Work Center Resource Calendar

  • Review Dispatch List

  • Report Production Exception

  • Create Inspection

  • Inspections

  • Report Material Transactions

  • Report Resource Transactions

  • Report Orderless Completion

  • Report Orderless Return

  • Review Production Transaction History

  • Print Work Order Traveler

  • Print Components List

  • Pick Materials for Work Orders

  • Import Work Orders

  • Import Material Transactions

  • Import Resource Transactions

  • Import Operation Transactions

  • Purge Records from Interface

  • Correct Work Orders and Transactions for Import

These tasks are displayed in the panel drawer in the Work Execution work area, based on the privileges granted to the job roles that are assigned to you. So, if you have the job role and privilege of only a production operator or a user-defined role assigned to you, you're able to view and access only a subset of these tasks.

Reports and Analytics

Using Reports and Analytics, you can create and view reports or analysis related to your manufacturing plant. You can use Oracle Transactional Business Intelligence to create analysis and Oracle Business Intelligence Publisher to create reports.

You can view the following infolets in the Work Execution work area for Manufacturing only if you have the required security privilege or user role of a production supervisor:

Work Orders Infolet

The Work Orders is a text layout-based infolet that displays count of work orders having at least one operation within the selected work area or work center.

The infolet shows three key metrics:

On Hold: Displays the count of those work orders in On Hold status.

Past Due: Displays the count of those work orders having the following:

  • In Released status.

  • Scheduled completion date of work order is past due the current date.

Unreleased: Displays the count of those work orders in Unreleased status.

Each count drills down to the Manage Work Orders page with the appropriate query criteria filtered. You can search for your required work order and track its progress.

Rework Infolet

The Rework infolet is a text layout-based infolet that displays count of work orders having at least one operation within the selected work area or work center.

The infolet shows two key metrics:

Rework: Displays the count of those work orders having the following:

  • Work order type is defined as Rework.

  • In Unreleased, On Hold, or Released status.

Transform: Displays the count of those work orders having the following:

  • Work order type is defined as Transform.

  • In Unreleased, On Hold, or Released status.

Each count drills down to the Manage Work Orders page with the appropriate query criteria filtered. You can search for your required work order here and track its progress.

Note: Both the Work Orders infolet and the Rework infolet cannot be flipped or expanded.
Note: Rework infolet flow is currently supported for only discrete manufacturing.

The Operations infolet and the Operations Scheduled Versus Actual infolet shows key metrics at either the plant level or the work area or work center level that you have selected using the View By icon.

Operations Infolet

The Operations infolet is a text-layout-based infolet that displays the count of operations which are Past Due, Ready and Reject, belonging to the selected work area or work center.

The infolet shows three key metrics:

Past Due: Displays the count of operations having the following:

  • Operation type is specified as in-house.

  • In Ready or Reject status.

  • Scheduled completion date of the operation is past due the current date.

  • Operation type is specified as in-house.

Reject: Displays the count of operations having the following:

  • Operation type is specified as in-house.

  • In Reject status.

Ready: Displays the count of operations having the following:

  • Operation type is specified as in-house.

  • In Ready status.

Each count drills down to the Review Dispatch List page with the appropriate query criteria filtered. You can search for your required operation here and track its progress.

Note: The Operations infolet cannot be flipped or expanded.

Operations Scheduled Versus Actual Infolet

The Operation Scheduled Versus Actual infolet is a ring-chart-based infolet.

It shows the following two kinds of metrics:

Scheduled Quantity: Displays the total quantity scheduled for production in the current shift. This is the sum of all work order quantities against operations which have the following:

  • Scheduled completion date of the operation is within the current shift.

  • Operation type is specified as in-house.

Operation Quantity by Dispatch Status: The ring segments are color-coded to represent operation quantities in their corresponding dispatch status such as Ready, Complete, Reject and Scrap.

The Not Ready metric calculation is derived as the total of Ready, Scrapped, Rejected, and Completed quantity deducted from the Scheduled total quantity. If Not Ready is calculated as negative in any of the operations, it is displayed as zero.

You can view more details regarding the operations in your work center and the progress of each work center based on the shift you select by clicking the Expand icon on the infolet.

The expanded view of this infolet is a list of records which displays the operation quantities and their completion progress by work center. This list is sorted in the ascending order of the least performing work centers. The Progress percentage is calculated as Completed Quantity divided by Total quantity.

Each metric on the infolet in either the front view or expanded view directs you to the Review Dispatch List page with the appropriate query criteria filtered. You can search for your required operation here and track its progress.

You can view the Open Exceptions infolet in the Work Execution work area for Manufacturing only if you have the required security privilege or user role of a production supervisor:

Open Exceptions Infolet

The Open Exceptions infolet is a text-layout based infolet that displays the count of open exceptions that are reported in the plant.

The infolet shows two key metrics:

New: Displays the count of exceptions having the following:

  • Status is Open.

  • Exceptions reported on the current date as reflected in the application.

Total: Displays the count of exceptions in Open status.

You can view more details of the total count of open exceptions by clicking the expanded view icon. The expanded view of Open Exceptions infolet is a ring chart based infolet. It displays two key metrics:

  • Total

  • By Exception Type

The ring-based expanded view of the Open Exceptions infolet shows the number of total exceptions in the center of the ring. The ring itself is color-coded to identify the different exception types which are:

  • Component

  • Resource

  • Supplier Operations

  • Work Area

  • Work Center

  • Miscellaneous

Each count in either the front view or expanded view drills down to the Manage Production Exceptions page with the appropriate query criteria filtered. You can search for your required work order exception and take required actions.

Some operations in your manufacturing plant may have required inspection predefined for them. As a production supervisor or operator you can perform the inspection and complete the transaction to decide the disposition for those operations. You can complete, reject or even scrap quantities of such operations based on your privileges.

Inspections Infolet

The Work-in-Process Inspections infolet is a text-layout-based infolet that displays the percentage of rejected work-in-process (WIP) samples or serials compared to the WIP samples or serials inspected in the last 7 days in the plant.

The calculations are derived based on the following criteria:

  • Operation samples or serials inspected by a work-in-process inspection plan.

  • Inspection disposition is either completed or rejected.

  • The inspection date for the samples or serials is 7 days or less prior to the current date.

The percentage count drills down to the View Inspections: Inspection Results List page. You can search for your required operations which have required inspection and track their progress.

A production calendar represents the schedule associated with a manufacturing plant using the Manage Plant Parameters page. You can use the Setup and Maintenance work area to define the shifts, workday patterns, and schedules. Oracle Manufacturing Cloud only supports shifts that are of type Time and shift detail that are of type Punch or None. The production calendar indicates the operational time of a plant as determined by its schedule definition. You can define shift exceptions to make modifications to the shift duration. The shifts and shift exceptions displayed in the production calendar are interpreted in the plant time zone as defined in Manage Inventory Organization Parameters.

The shifts and shift exceptions in a production calendar are applicable for all the resources in the plant. However, a specific shift or a shift exception can be overridden for a resource by specifying the available resource units in the work center resource calendar. This cumulatively determines the resource availability for calculation of lead times and scheduling of work order dates.

Manage Shift Exceptions

A shift exception is a change in the shift assigned to a specific manufacturing plant. This exception affects the availability of all shift based work center resources defined within the plant. You can identify shift exceptions and standard shifts on the production calendar. The shift exceptions are also color-coded to for you to analyze with ease.

You use the Manage Production Calendar page from the Work Execution Overview page to perform the following tasks:

  • Creating a shift exception

  • Editing a shift exception

  • Deleting a shift exception

Creating a Shift Exception:

You can create a shift exception to add a new shift or make changes to an existing shift for a day or a period of time. The start time and end time displayed, or the start time entered on this page is assumed to be in the plant time zone.

Editing a Shift Exception:

You can only edit a future shift exception. However, you can edit the end date of a current shift exception.

To edit a shift exception, perform the following steps:

  1. On the Manage Production Calendar page, click the shift exception in the calendar that you want to edit. Then, from the right-click menu or the Actions menu, select Edit Shift Exception.

  2. On the Manage Production Calendar: Edit Shift Exception page, edit the fields that you want to change.

  3. Click the Save and Close button.

Deleting a Shift Exception:

You can only delete a future shift exception. To delete a shift exception, on the Manage Production Calendar page, click the shift exception in the calendar that you want to edit. Then, from the right-click menu or the Actions menu, select Delete Shift Exception.

You can create four types of shift exceptions in a production calendar: They are Add Shift, Change Shift, Remove Shift, and Split Shift. The following examples illustrate the steps to create each of these shift types.

Note: You can extend a shift by creating a shift exception for the shift. In the Manage Production Calendar page, select a shift and right-click on it to create a shift exception

Add Shift

Add Shift exception type is used when the plant needs an additional shift for any reason such as addressing the backlog or seasonal loads. To add a shift, perform the following steps:
  1. On the Manage Production Calendar page, in the calendar, click a specific date for which you want to create the shift exception. Ensure that you click outside the existing shift time. Then, from the Actions menu, select: Create Shift Exception.

  2. On the Manage Production Calendar page: Create Shift Exception page, enter a name for the shift exception.

  3. In the Reason field, enter the reason for adding the shift exception. This is an optional field.

  4. In the Repeats Until field, enter the end date of the new exception. This is the date until which the exception is created. You can add a shift exception for only a day by leaving this field blank.

  5. In the Start Time field, enter the start time of the new shift in the plant time zone.

  6. In the Duration field, enter the duration of the new shift.

  7. Click the Save and Close button.

Change Shift

Change shift exception type is used when the plant needs to have a different start time or end time or both for an existing shift for one or more workdays. To change a shift, perform the following steps:
  1. On the Manage Production Calendar page, in the calendar, click a specific date for which you want to create the shift exception. Ensure that you click inside the shift time that you want to change. Then, from the right-click menu or the Actions menu, select: Create Shift Exception.

  2. On the Manage Production Calendar page: Create Shift Exception page, enter a name for the shift exception.

  3. In the Reason field, enter the reason for adding the shift exception. This is an optional field.

  4. In the Repeats Until field, enter the end date of the new exception. This is the date until which the exception is created. You can add a shift exception for only a day by leaving this field blank.

  5. From the Exception Type list, select Change Shift.

  6. In the Start Time field, enter a new time in the plant time zone if you want to change the start time of the shift.

  7. In the Duration field, enter a new duration if you want to change the duration of the shift.

  8. Click the Save and Close button.

Remove Shift

Remove Shift exception type is used when the plant does not need a shift for one or more workdays. To remove a shift, perform the following steps:
  1. On the Manage Production Calendar page, in the calendar, click a specific date for which you want to create the shift exception. Ensure that you click inside the shift time that you want to change. Then, from the right-click menu or the Actions menu, select: Create Shift Exception.

  2. On the Manage Production Calendar page: Create Shift Exception page, enter a name for the shift exception.

  3. In the Reason field, enter the reason for adding the shift exception. This is an optional field.

  4. In the Repeats Until field, enter the end date of the new exception. This is the date until which the exception is created. You can add a shift exception for only a day by leaving this field blank.

  5. From the Exception Type list, select Remove Shift.

  6. Click the Save and Close button.

Split Shift

Split Shift exception type is used when a break is required within an existing shift for one or more workdays. To split a shift, perform the following steps:
  1. On the Manage Production Calendar page, in the calendar, click a specific date for which you want to create the shift exception. Ensure that you click inside the shift time that you want to change. Then, from the right-click menu or the Actions menu, select: Create Shift Exception.

  2. On the Manage Production Calendar page: Create Shift Exception page, enter a name for the shift exception.

  3. In the Reason field, enter the reason for adding the shift exception. This is an optional field.

  4. In the Repeats Until field, enter the end date of the new exception. This is the date until which the exception is created. You can add a shift exception for only a day by leaving this field blank.

  5. From the Exception Type list, select Split Shift.

  6. In the Start Time field, enter a time in the plant time zone at which you want to start the break in the shift. This time cannot be the start time of the shift.

  7. In the Duration field, enter the duration of the break. This is a required field.

    You must ensure that the break time does not overlap with the start and end time of the shift

  8. Click the Save and Close button.

A resource exception is a change in the availability of units of a resource belonging to a work center. The exception is applicable to the specific work center resource only and does not affect the whole plant. You cannot define resource exceptions for the resources that are 24 hours available. The exceptions created in the work center resource calendar overrides the shift exceptions created in the production calendar. The shifts and exceptions displayed in the work center resource calendar are interpreted in the plant time zone as defined in Manage Inventory Organization Parameters.

Manage Resource Exceptions

A resource exception is a collection of changes to one or more resources. The exception is applicable to one or many resources of the work center and does not affect the whole plant.

Example scenarios for such exception are:

  • A few workers coming to work on a weekend to address a backlog.

  • A few workers leaving the work on a workday to attend a mandatory training.

You use the Manage Work Center Resource Calendar page to perform the following tasks:

  • Creating a resource exception

  • Editing a resource exception

  • Deleting a resource exception

The Manage Work Center Resource Calendar page can be accessed from the Work Execution Overview page and the Edit Work Center page.

Creating a Resource Exception:

You can create a resource exception to do the following:

  • Add a new shift for one or more resources.

  • Change the start time or duration of an existing shift for one or more resources. The start time entered on this page is assumed to be in the plant time zone.

  • Change the resource availability in an existing shift.

Refer the Create a Resource Exception: Worked Example topic for instruction on creating the resource exceptions to achieve different results.

Editing a Resource Exception:

You can only edit a future resource exception. However, you can edit the end date of a current resource exception.

To edit a resource exception, perform the following steps:

  1. On the Manage Work Center Resource Calendar page, click the resource exception in the calendar that you want to edit. Then, from the right-click menu or the Actions menu, select Edit Resource Exception.

  2. On the Manage Work Center Resource Calendar: Edit Work Center Resource Availability page, edit the fields that you want to change.

  3. Click the Save and Close button.

Deleting a Resource Exception

You can delete a future resource exception only. To delete a resource exception, on the Manage Work Center Resource Calendar page, click the resource exception in the calendar that you want to edit. Then, from the right-click menu or the Actions menu, select Delete Resource Exception.

You can create a resource exception in the work center resource calendar to fulfill the following requirements:

  • Make a work center resource available

  • Make few or all the units of a work center resource unavailable

The following examples illustrate steps to create a resource exception with respect to each of these two scenarios.

Make a Work Center Resource Available

When you want a work center resource to be available during a nonworking time such as duration outside a regular shift, you can create a resource exception. To create a resource exception for making a work center resource available, perform the following steps:
  1. On the Manage Work Center Resource Calendar page, in the calendar, click a specific date for which you want to create the resource exception. Ensure that you click outside the existing shift time. Then, from the Actions menu, select Create Resource Exception.

  2. On the Manage Work Center Resource Calendar: Create Work Center Resource Availability page, in the Repeats Until field, enter the end date of the new exception. This is the date until which the exception is created. You can add a work center resource exception for only a day by leaving this field blank.

  3. In the Start Time field, enter the start time from which the resource availability is required to be changed. Ensure that the start time is a nonworking time for the resource and is defined in the plant time zone.

  4. In the Duration field, enter the duration for the resource availability change. Ensure that the duration is such that the computed end time is also a nonworking time for the resource.

  5. In the Resource Availability and Overrides region, the Default Availability column shows zero. In the Availability Override column, against the specific resource, enter the quantity of the resource units that you want to assign to the duration.

  6. Click the Save and Close button.

Make Few or All the Units of a Work Center Resource Unavailable

When you want a work center resource to be either completely unavailable or some units of the resource to be unavailable during a working time such as a duration within a regular shift, you can create a resource exception. To make few or all the units of a work center resource unavailable, perform the following steps:
  1. On the Manage Work Center Resource Calendar page, in the calendar, click a specific date for which you want to create the resource exception. Ensure that you click inside the shift time that you want to change. Then, from the right-click menu or the Actions menu, select Create Resource Exception.

  2. On the Manage Work Center Resource Calendar: Create Work Center Resource Availability page, in the Repeats Until field, enter the end date of the new exception. This is the date until which the exception is created. You can add a work center resource exception for only a day by leaving this field blank.

  3. In the Start Time field, enter the start time from which the resource availability is required to be changed. Ensure that the start time is a working time for the resource and is defined in the plant time zone.

  4. In the Duration field, enter the duration for the resource availability change. Ensure that the duration is such that the computed end time is also a working time for the resource.

  5. In the Resource Availability and Overrides region, the Default Availability column shows the number of resource units that are available for that specific shift. In the Availability Override column, against the specific resource, enter either zero to make the resource completely unavailable or a lesser number than the current number of resources available as displayed to make few units of the resource unavailable for the duration.

  6. Click the Save and Close button.

Work Orders

A work order refers to a document that conveys the authority for the production of a specific product. It contains information about what, how to, how many, and when to manufacture a product. The product item, work definition details, operations, resources, components, quantities, and dates are specified in the work order. As a production supervisor, you can use the Manage Work Orders page to perform work execution tasks such as search, create, and update work orders. In addition, you can create user-defined statuses for work orders. The Manage Work Order page is designed for tablet-friendly user interfaces, and is optimized for a high resolution.

Some of the key features of discrete work orders are:

  • Work orders are created by Supply Chain Orchestration as supplies for the following:

    • Planned orders from Oracle Fusion Planning Central Cloud Service

    • Sales orders for back-to-back ordered make items

    • Sales orders for configured items

    • Contract manufactured items

  • Enables collaboration using Oracle Social Networking to communicate with stakeholders for better fulfillment of work order supply.

  • Supports serialized manufacturing by previously assigning serials.

  • Helps to prioritize work orders by reviewing sales order reservation details of the work order.

  • Maintains work order and production transactions history for each work order, which can be viewed at any time.

  • Work orders can be created and updated through cloud import framework using the .xlsm template.

  • Enables collaboration using Oracle Social Networking to communicate with stakeholders for better fulfillment of work order supply.

Some of the key features of process work orders are:

  • Supports multiple output items in a work order in the form of co-products and by-products.

  • Supports scaling of work definition batch in the work order, based on changes in either batch quantity, input item quantity, or output item quantity.

  • Maintains work order and production transactions history for each work order, which can be viewed at any time.

  • Work orders can be created and updated through cloud import framework using the .xlsm template.

  • Enables collaboration using Oracle Social Networking to communicate with stakeholders for better fulfillment of work order supply.

Search Work Orders

You can use the Manage Work Orders page to search for work orders to review or update. You can perform basic search using important attributes, such as Work Order, Item, Status, Start Date and Completion Date. You can also perform advanced search using additional criteria, such as work order Type, Subtype, Work Definition, Priority, Customer, Serial Number, Work Center, and so on. Additional attributes, such as Work Method, Process Name, Output Item, and Output Item Description have been added to make the search for process work orders more effective.

By default, search enables you to retrieve all work orders which start today and the next seven days, in predefined statuses such as Unreleased, Released, or On Hold and available user-defined statuses. You can personalize search criteria using the saved search feature, and set them as the default search if required. Work order records are presented in a tabular format with visual indicators to highlight past due work orders, and indicate work order progress. In process work orders, multiple outputs of a work order can be viewed in search results.

Click the IoT Insights icon in the Manage Work Orders page to drill down to the work order view in IoT Production Monitoring Cloud to view work order details, factory-level metrics, and machine-level details. In the Manage Work Orders search results page and the Edit Work Order page History tab, you can drill down to the work order view in IoT Production Monitoring Cloud to gain insights into the actual production progress of the work order.

Note: For a work order, you can print Components List, Labels, or Work Order Traveler from the Manage Work Orders page.

Create Work Orders

The Create Work Order page captures minimal mandatory information to quickly create work orders. You can create discrete work orders based on attributes such as Item, Work Order Status, Work Order Quantity, Start Date or Completion Date, Work Definition, and so on. You can also select a user-defined status to create work orders. You can only create standard process work orders based on either the process name or primary output item.

Update Work Orders

You can update the following work order details:

  • Work order header attributes such as Quantity, Priority, and so on

  • Reschedule the work order by updating the Start or Completion Dates

  • Update the work order status to predefined or user-defined statuses

  • Manage operations, material, and resource requirements

  • Add or delete attachments

  • Perform mass actions to update work order status or priority

  • Capture values for descriptive flexfields

New attributes are displayed for process manufacturing work orders in the Process and Primary Output regions. You can optionally update the batch quantity or the primary output item quantity. Based on the update to one attribute, the other is recalculated.

Pick Materials for Work Orders

On the Manage Work Orders page, you can also select one or more work orders and click Release to release them to the shop floor for production. You can also click Release and Pick Materials to directly initiate the scheduled process Pick Materials for Work Orders. A dialog box with the following picking parameters is displayed. The parameters are defaulted from the plant parameters.

  • Pick Slip Grouping Rule

  • Print pick slips

  • Hours Ahead

  • Pick a work order only if all eligible materials are available

This dialog box is also displayed when you click the Release and Pick Materials action on the Manage Material Availability Assignments page to initiate the scheduled process. You can review and update the parameters as required and click OK to start the process.

This will ensure that a movement request is created for materials to be either directly issued to the work order from inventory or to be transferred to a destination subinventory from where it can be used. You can take this action for work orders that are in released status so that materials are available on the shop floor during production.

For more information about picking of materials for work orders refer to the Pick Materials for Work Orders: Explained topic in the Executing Production chapter of this guide.

Note: You can manage work orders using a REST API. However, you can't add, update, or delete attachments of a work order, operations, materials, and resources using a REST API.

Attachments

Attachments for work order entity can be used to readily access files such as work instructions, drawings, checklists, standard operating procedures, and so on. Work orders support attachments at the following levels:

  • Work Order Header

  • Operations

  • Operation Items

  • Operation Resources

  • Operation Output (applicable only for process work orders)

During work order creation, if a work definition is specified, all attachments from the work definition which correspond to the earlier mentioned levels are copied into the work order. When a standard operation is added to the work order, the operation and operation resource level attachments are copied to the work order. Once the attachments are copied, they reside independently within the work order. You can add more attachments, or delete existing attachments as required.

Attachments belonging to the Miscellaneous category are always displayed by default. However, other user-defined attachment categories may be configured and displayed based on the security setup. Security can be enabled using the standard attachment security framework provided in the Setup and Maintenance work area and the Security Console.

Descriptive Flexfields

Descriptive flexfields enable you to configure the work order entity to capture additional information. Work orders support descriptive flexfields to capture user-defined data for the following levels:

  • Work Order Header

  • Operations

  • Operation Items

  • Operation Resources

  • Operation Output (applicable only for process work orders)

Descriptive flexfields if enabled are available as Additional information in the user interface. You can also manage descriptive flexfields through work order import.

Social Collaboration

Work orders are enabled for social collaboration using Oracle Social Network. The production supervisor can use this framework to collaborate with stakeholders. You can enable the following attributes for the work order object, so that it's shared on the OSN object wall and the subsequent streaming updates.

  • Work Order Number

  • Start Date

  • Completion Date

  • Item

  • Item Description

  • Quantity

  • Unit of Measure (UOM)

  • Status

  • Actual Completion Date

  • Customer

IoT Production Monitoring Integration at Work Order Level

The Internet of Things (IoT) Production Monitoring Cloud can be deployed in manufacturing environments to monitor production flow and equipment health.

You can drill down from a specific work order in Manufacturing Cloud to view a KPI dashboard and digital twin simulation of the real time and predicted status of a work order or equipment in IoT Production Monitoring Cloud. Quick access from Manufacturing Cloud to IoT Production Monitoring Cloud insights is provided in multiple pages:

  • Manage Work Orders page

  • Edit Work Order page, in the History tab

With anomaly detection and predictive analytics of IoT Production Monitoring Cloud, you can decide what actions to take in Manufacturing Cloud or IoT Production Monitoring Cloud. Using the IoT Insights button provided in the Manage Work Orders page, drill down to the work order view in IoT Production Monitoring Cloud to view work order details, factory-level metrics, and machine-level details.

Standard work orders are used as a means to initiate regular production. It is a type of work order and always has a work definition. When a user creates a standard work order, the automatic pre-selection logic is used to derive the work definition name and version based on the item, and the date specified on the work order. You can create standard work orders in both discrete and process manufacturing based on the work method.

A standard work order is created quickly with minimal header details. On saving the work order record, the application automatically does the following:

  • For the specified work definition, the work definition explosion logic is used to determine the work order material and resource requirements for all the operations.

  • Using the scheduling logic, the work order, operation, material and resource dates are determined.

If the plant parameter is enabled for process manufacturing, you can optionally set the default work method to process manufacturing. There are two ways to create a standard process work order, based on the Process Name or Primary Output.

Create Standard Discrete Work Orders

You can create a standard work order for discrete or process manufacturing based on the work method. The standard discrete work order is created in the following sequence in the user interface:

  1. Specify the Work Method. In this case, select Discrete Manufacturing option instead of Process Manufacturing. Selection of the Work Method is applicable only if the organization is enabled for both discrete and process manufacturing.

  2. Specify the item to be manufactured. A primary work definition must exist for the item to create a standard work order.

  3. Specify the work order quantity. This will always be in the primary unit of measure of the item.

  4. The work order start date is by default the current date and time. You can update the field if required. If the work order is created by specifying the start date, the application automatically performs a forward scheduling to calculate the rest of the dates.

    Note: You can create a standard discrete work order by specifying this minimal information. The application selects the primary work definition of the item to explode the operation, material and resource requirements into the work order and perform scheduling to compute the rest of the dates of the work order. All other information required for the creation of work order is automatically derived in the background, and the standard discrete work order is created in Unreleased status.
    Tip: To create a standard discrete work order with additional details, click the Show More link.
  5. Optionally, you can enter a work order number manually. The application automatically generates a unique work order number if you don't enter the number.

  6. If you enter the completion date of the work order, the start date of the work order is blanked out. When the work order is saved, the application performs a backward scheduling from the completion date to calculate the rest of the dates.

  7. The primary work definition is selected by default and displayed in the user interface. You can select an alternate work definition, if available.

  8. Work definition date is displayed by default from either the start or completion date, as provided by the user. You can modify the work definition date to a specific date, if it's required to select the corresponding version of the work definition.

  9. On selecting the work definition name and work definition date, the work definition version and the item structure details such as item structure name, revision, and version are automatically displayed on the user interface.

  10. Status field is by default Unreleased. You can also select predefined statuses, such as Released or On Hold status or any user-defined status for the work order to be created in the specified status.

  11. Optionally, you can specify the work order description and work order subtype.

    Note: When you save the work order with this additional information, the application uses the specified work definition of the item to explode the operation, material, and resource requirements into the work order, and perform scheduling to compute the rest of the dates of the work order.
    Tip: Attachments are copied over from the work definition to the work order. All other information required for the creation of work order is automatically derived in the background.

Create Standard Process Work Orders

You can create a standard work order for discrete or process manufacturing based on the work method. If the plant parameter is enabled for process manufacturing, you can optionally set the default work method to process manufacturing. There are two methods to create a standard work order for process manufacturing. First method is based on the Process Name and the second method is Primary Output. The Process Name is a unique identifier for a specific process manufacturing work definition that can produce multiple outputs.

If the organization is enabled for both discrete and process manufacturing, you will have the choice of both work methods. The standard process work order is created in the following sequence in the user interface:

  1. Specify the Work Method. In this case, select Process Manufacturing option instead of Discrete Manufacturing.

  2. Specify the Creation Basis. It can be either Process Name or Primary Output. Currently, use the Process Name as the default attribute.

  3. If you enter a Process Name value, the Batch Quantity and UOM will be automatically defaulted. Also, the work definition details are selected. You can optionally update the Batch Quantity.

  4. If you specify Primary Output, the Primary Output Quantity and UOM will be defaulted based on the Process Name that is selected. The Process Name is selected based on the lowest production priority. You can search and select another process name.

  5. Start Date: The work order start date is by default the current date and time. You can update the field if required. If the work order is created by specifying the start date, the application automatically performs a forward scheduling to calculate the rest of the dates.

  6. You can now save the standard process work order.

Note: To create a standard process work order with additional details, click the Show More link. You will also find primary output details and work definition details when you click this link.

Overview of Phantom Explosion in Work Orders

A phantom represents a product that is physically built but not stocked, before being used in the next stage or level of manufacturing. It is a method to move around a group of components having the same item name. When you create a work definition for a parent product item, you can specify the supply type of a component as phantom. You can define work definitions for phantoms in the same way as any other product items.

During the creation of a work order which references a work definition, the following happens:

  • The application selects the appropriate work definition version based on the work definition date specified and explodes the work definition by copying its operations, resources and component items.

  • When a component item with phantom supply is required for an operation, the application looks for a work definition for the phantom item, explodes the same by copying its constituent components and resources to the same operation.

  • The action of whether only components or both components and resources must be inherited is determined by the plant parameter Phantom Operation Inheritance.

  • If multiple levels of phantoms are encountered during the explosion process, the application keeps exploding though all levels until no further child phantoms are encountered.

  • At any level, if the explosion process does not find a work definition for a phantom, it uses the item structure to explode that phantom level and its lower levels. If an item structure is also not defined for a phantom item, further explosion is not performed for that node.

Note: Phantom assemblies act like normal assemblies when they represent a top-level assembly, such as when you create a work order on it. However, as a subassembly, they lose their identity as distinct assemblies, and are a collection of their components and resources.
Note: The same item can be used in a phantom supply in certain work definitions and a regular stock component in other work definitions.

Phantom Explosion in Process Manufacturing

The phantom explosion in process manufacturing adheres to the following business rules:

  • During explosion of a phantom input item, the application restricts to Process Manufacturing work method with no mingling of Discrete Manufacturing and Process Manufacturing work methods.

  • Components and resources are inherited to the same operation as phantom input item honors plant parameter for phantom operation inheritance, but ignores multiple output items from the phantom work definition.

  • Considers phantom item structures if no phantom work definition exists

  • In case of phantom within a phantom, if structure is considered, the work definitions will not be considered again and the explosion continues based only on the structure.

How Work Orders are Scheduled

Oracle Manufacturing Cloud uses unconstrained scheduling engine in the background to schedule work orders during create and certain update actions. In addition, the scheduling engine is also used to compute the manufacturing lead time of a product based on its primary work definition.

The scheduling engine uses the information provided at the resource definition, work order operation resource level and the resource's calendar to determine the resource's start date and completion date for in-house operations. While scheduling work orders, resources are assumed to have infinite capacity and the scheduling engine disregards loads on the resources from other work orders. It rolls up the resource dates to determine the start and completion dates of each in-house operation. For supplier operations, the scheduling engine uses the lead time information specified at the operation level to calculate the start and completion date of the operation. Eventually the operation dates are rolled up to determine the work order dates. The required date of the operation items are updated to the start date of its operation. The following types of scheduling methods are supported by the scheduling engine:

  • Forward Scheduling

  • Backward Scheduling

  • Midpoint Scheduling

Forward Scheduling: When a work order is forward scheduled, the scheduling engine uses the start date of the work order as an input to determine the start and completion dates for each scheduled resource (for in-house operations), the start and completion dates for each operation and eventually the completion date of the work order. The application automatically performs forward scheduling when the start date of a work order is provided. Forward scheduling is also used by the lead time calculation program to determine the manufacturing lead time of the product.

Backward Scheduling: When a work order is backward scheduled, the scheduling engine uses the completion date of the work order as an input to determine the start and completion dates for each scheduled resource (for in-house operations), the start and completion dates for each operation and eventually the start date of the work order. The application automatically performs backward scheduling when the completion date of a work order is provided.

Midpoint Scheduling: When a work order is midpoint scheduled, the user selects an operation to perform midpoint scheduling by specifying either the operation start date or the operation completion date. If Midpoint scheduling is performed from the operation start date, all the prior operations are backward scheduled while the selected operation and succeeding operations are forward scheduled. If Midpoint scheduling is performed from the operation completion date, all resources of the prior operations and the selected operation are backward scheduled while the succeeding operations are forward scheduled.

The following actions trigger scheduling or rescheduling of work orders:

  • Create Work Orders: When work definition is specified, application automatically performs either forward or backward scheduling depending on whether start date or completion date is provided.

  • Update Work Order - Start Date or Completion Date: Updating one of these date nulls out the other and application automatically performs either forward or backward scheduling.

  • Update Work Order - Work Definition name or Work Definition Date or Work Order Quantity: Updating any of these fields on the work order triggers the application to prompt forward scheduling or backward scheduling method to reschedule the work order.

The following attributes influence the scheduling behavior:

  • Work Order Start Date or Completion Date: Serves as the anchor point to perform forward or backward scheduling.

  • Work Order Operation Start Date or Completion Date: Serves as the anchor point to perform midpoint scheduling.

  • Work Order Operation Resources Sequence Number: Resources which have unique sequence numbers within an operation are scheduled sequentially in the ascending order. Resources which share a common sequence number within an operation are considered as simultaneous resources and are scheduled in parallel.

  • Work Order Operation Resources Name: Used by the scheduling engine to determine the work center resource calendar to schedule the resources.

  • Work Order Operation Resources -Required Usage: Used by the scheduling engine to schedule the resource duration.

  • Work Order Operation Resources - UOM: Used by the scheduling engine to schedule the resource duration. The resource usage is converted from the specified unit of measure to the scheduling unit of measure using the profile Hour Unit of Measure. The UOM set in this profile must belong to the UOM class specified in the other profile SCM Common: Default Service Duration Class.

  • Work Order Operation Resources - Scheduled Indicator: Resources which have Scheduled = Yes are considered by the scheduling engine to compute the duration of the resource. The resources which have Scheduled = No are not scheduled and assumed to have the zero duration, such as start date = completion date.

  • Work Order Operation Resources - Assigned Units: The required usage of the resource is divided by the assigned units to compute the scheduled duration of the resource.

  • Work Center Resources - Available 24 Hours Indicator: Resources which have this indicator set to No are scheduled within the shifts associated with it. Resources which have this indicator set to Yes, are assumed to be available 24 hours.

  • Work Center Resources - Efficiency and Utilization Percentages: The scheduling engine inflates the required usage of a resource if its efficiency and, or utilization percentages are less than 100%.

  • Work Center Resources - Shift Assignments: Scheduling engine considers the availability of resources based on the shifts assigned to the work center resource.

  • Work Center Resource Availability: Scheduling engine considers the shift exceptions and work center resource exceptions to determine the availability of resources within shifts assigned to it.

  • Supplier Operation Lead Time Attributes: For supplier operations the scheduling engine uses the Fixed Lead Time, Variable Lead Time, and Lead Time UOM information provided at the operation level to calculate the start and completion dates of the operation.

Example of Work Order Scheduling

Work order scheduling behavior for in-house operations and the various scheduling methods are explained using the following example. A plant works continuously in a single 9 hour shift from 8:00 a.m. to 5:00 p.m. on all days of a week. This shift time is interpreted in the plant time zone.

The following table explains a scenario where different resources are available in the plant to manufacture a product A and lists the efficiency percentage, utilization percentage and availability of each resource:

Work Center Resource Name Efficiency Percentage Utilization Percentage Available 24 Hours

Machine Shop

CNC Milling

Technician

QA Inspector

100%

100%

100%

50%

100%

100%

No

No

No

Assembly Line

Operator

Conveyor Line

100%

100%

100%

No

Packing Line

Auto Packer

50%

100%

Yes

All the Conveyor Line resources belonging to Assembly Line work center are unavailable on day 2 from 9:00 am to 11:00 am due to the monthly preventive maintenance schedule. To reflect this in the application, the supervisor defines a work center resource exception.

To manufacture a quantity of 8 each of a product A, the following operations of a work order are used:

Work Order123, with Operation 10: Machining, and Work Center Machine Shop.

The following table lists the details of three different resources:

Sequence Resource Name Required Usage UOM Assigned Units Scheduled

10

CNC Milling

2

Hours

1

Yes

20

Technician

2

Hours

2

Yes

30

QA Inspector

1

Hours

1

No

Work Order 123, with Operation 20: Assembly, and Work Center Assembly Line.

The following table lists the details of two different resources:

Sequence Resource Name Required Usage UOM Assigned Units Scheduled

10

Operator

4

Hours

1

Yes

10

Conveyor Line

4

Hours

2

Yes

Work Order123, with Operation 30: Packing, and Work Center Packing Line.

The following table lists the details of one resource:

Sequence Resource Name Required Usage UOM Assigned Units Scheduled

10

Auto Packer

1

Hours

1

Yes

  1. During the scheduling process, the application computes the duration of a resource in the following manner:

    Resource duration equals, open parenthesis, Required
usage divided by Assigned units, closed parenthesis, divided by open
parenthesis, Resource Efficiency percentage multiplied by Resource
Utilization percentage, close parenthesis.

  2. In operation 10, the resource CNC Milling has a utilization of 50%. This has an effect of extending the usage of this resource by twice its required usage.

  3. In operation 10, since the resource sequence number of the resources is different, the resources are scheduled sequentially. In operation 20, since the resources share the same resource sequence number, the resources are scheduled in parallel.

  4. The Conveyor resource used in operation 20 is unavailable for 2 hours on day two, and so the application does not schedule this resource during that period.

  5. In operation 30, the resource Auto Packer has an efficiency of 50%. This has an effect of extending the usage of this resource by twice its required usage.

  6. The resource Auto Packer is available 24 hours and so its resource usage is done even if it is outside the plant shift duration.

Forward Scheduling

If the work order is created using the start date of day 1 at 8:00 a.m., the application forward schedules the work order and computes the completion date as day 1 at 7:00 p.m. The resource duration is displayed in the following chart:

The following figure shows Forward Scheduling with six resources:

Forward Scheduling with six resources.

If the work order is created using the start date of day 1 at 8:00 a.m., the application forward schedules the work order and computes the completion date as day 1 at 7:00 p.m.

The following table presents the information that has been explained diagrammatically for Forward Scheduling:

Operation Sequence Resource Sequence Resource Name Resource Duration Scheduled Dates With Explanation

10

10

CNC Milling

(2/1)/ (50% *100%) = 4 hours

Forward Scheduling logic is applied from the first resource of the first operation.

The first operation is the Machining operation. Since the work order is being requested to start at 8:00 a.m., the first resource required for this operation is CNC Milling with required resource duration of 4 hours. The CNC Milling resource is scheduled from 8:00 a.m. to 12:00 noon.

10

20

Technician

(2/2)/ (100% *100%) = 1 hour

The Technician performing the task after CNC Milling resource is scheduled from 12:00 noon to 1:00 p.m.

10

20

QA Inspector

(0 hours (Since Scheduled= N)

The QA Inspector has no duration but shares the same resource sequence as the Technician, so the scheduled start and end time is 1:00 p.m.

20

10

Operator

(4/1) / (100%*100%) = 4 hours

The next operation is the Assembly operation. The Operator takes 4 hours to complete the task and is scheduled from 1:00 p.m. to 5:00 p.m.

20

10

Conveyor Line

(4/2) / (100%*100%) = 2 hours

The Conveyor Line resource is used in Assembly operation and is scheduled to start in parallel with the Operator. So the conveyor line operation starts at 1:00 p.m. and ends at 3:00 p.m.

30

10

Auto Packer

(2/2) / (50%*100%) = 2 hours

The Packing operation starts after Assembly operation at 5:00 p.m. and ends at 7:00 p.m. With this, the work order is completed.

Backward Scheduling

If the work order is created using the completion date of day 2 at 1:00 p.m., the application backward schedules the work order and computes the start date as day 1 at 9:00 a.m. The resource duration is displayed in the following chart:

The following figure shows Backward Scheduling with six resources:

Backward Scheduling with six resources.

If the work order is created using the completion date of day 2 at 1:00 p.m., the application backward schedules the work order and computes the start date as day at 11:00 a.m.

The following table presents the information that has been explained diagrammatically for Backward Scheduling:

Operation Sequence Resource Sequence Resource Name Resource Duration Scheduled Dates With Explanation

30

10

Auto Packer

(2/2) / (50%*100%) = 2 hours

Backward Scheduling logic is applied and we start with the last resource of the last operation and compute the start date by scheduling operations in a reverse sequence of forward scheduling.

Since the work order is being requested to be completed on day 2 1:00 p.m., and the Auto Packer resource requires 2 hours, Packing operation starts on day 2 at 11:00 a.m. and ends at 1:00 p.m.

20

10

Conveyor Line

(4/2) / (100%*100%) = 2 hours

Next the prior operation Assembly is scheduled. The Conveyor Line resource used in this operation is unavailable for 2 hours on day 2 from 9:00 a.m. to 11:00 a.m., and so the application does not schedule this resource during that period. The Conveyor Line resource is used in Assembly operation and is scheduled from 8:00 a.m to 9:00 a.m. on day 2, and 4:00 p.m. to 5:00 p.m. on day 1.

20

10

Operator

(4/1) / (100%*100%) = 4 hours

The Operator working in the Assembly operation takes 4 hours to complete the task and is scheduled from 8:00 a.m. to 11:00 a.m. on day 2, and 4:00 p.m. to 5:00 p.m. on day 1.

10

20

QA Inspector

(0 hours (Since Scheduled= N)

The QA Inspector has no duration but shares the same resource sequence as the Technician, so the scheduled start and end times is 4:00 p.m. on day 1.

10

20

Technician

(2/2)/ (100% *100%) = 1 hour

The Technician performing the Machining operation is scheduled from 3:00 p.m. to 4:00 p.m. on day 1.

10

10

CNC Milling

(2/1)/ (50% *100%) = 4 hours

CNC Milling requires 4 hours and is scheduled from 11:00 a.m. to 3:00 p.m. on Day 1 based on Backward Scheduling. So, the work order starts on day 1 at 11:00 a.m.

Midpoint Scheduling

If the work order is updated by invoking midpoint scheduling of work order operation 20 such that the operation 20 starts on day 2 at 11:00 am, the application performs midpoint scheduling as displayed in the following chart, such that the work order's start date is day 1 at 3:00 p.m. and completion date is day 2 at 5:00 p.m.

The following figure shows Midpoint Scheduling with six resources:

Midpoint Scheduling with six resources.

If the work order is updated by invoking midpoint scheduling of work order operation 20 such that the operation 20 starts on day 2 at 11:00 am, the application performs midpoint scheduling as displayed in the following chart, such that the work order's start date is day 1 at 3:00 p.m. and completion date is day 2 at 5:00 p.m.

The following table presents the information that has been explained diagrammatically for Midpoint Scheduling:

Operation Sequence Resource Sequence Resource Name Resource Duration Scheduled Dates With Explanation

20

10

Operator

(4/1) / (100%*100%) = 4 hours

Invoking Midpoint Scheduling of work order operation 20, such that operation 20 starts on day 2 at 11:00 a.m. The Operator takes 4 hours to complete the task and is scheduled from 11:00 a.m. to 3:00 p.m. on day 2.

20

10

Conveyor Line

(4/2) / (100%*100%) = 2 hours

All downstream operations are scheduled using Forward Scheduling logic. So, the Conveyor Line resource is used in Assembly operation from 11:00 a.m. to 1:00 p.m. on day 2.

30

10

Auto Packer

(2/2) / (50%*100%) = 2 hours

The Packing operation starts on day 2 at 3:00 p.m. and ends at 5:00 p.m. With this the work order is completed.

10

20

QA Inspector

(0 hours (Since Scheduled= N)

All upstream operations are scheduled using Backward Scheduling logic. So, the QA Inspector has no duration but shares the same resource sequence as the Technician, so the scheduled start and end times is 11:00 a.m. on day 2.

10

20

Technician

(2/2)/ (100% *100%) = 1 hour

Invoking Backward Scheduling, the Technician performing the Machining operation is scheduled from 10:00 a.m. to 11:00 a.m. on day 2.

10

10

CNC Milling

(2/1)/ (50% *100%) = 4 hours

The Technician shift time ends at 11:00 a.m. on day 2. The resource duration required is 4 hours. The CNC Milling resource shift is scheduled from 8:00 a.m. to 10:00 a.m. on day 2 and from 3:00 p.m. to 5:00 p.m. on day 1. This determines the work order start day as day 1 at 3:00 p.m.

Nonstandard work orders are used to initiate rework, repair, prototype work, and other non-regular production activities. It is a type of work order and can be created with or without a work definition. If a work definition is referred, the behavior is same as that of the standard work order. The nonstandard work order is created in Unreleased or On Hold status, if the work definition isn't specified. The next step is to add operations, components, and resources for the operations. After an operation is added to the work order, the work order can be released.

Note: Nonstandard work orders are currently available for only the discrete manufacturing work method.

Create Nonstandard Work Orders

The nonstandard work order is created in the following sequence using the user interface:

  1. Optionally, you can enter a work order number manually. The application automatically generates a unique work order number if this is not provided.

  2. Specify the item to be manufactured. A work definition need not exist for this item.

  3. Specify the work order quantity. This will always be in the primary unit of measure of the item.

  4. A work definition is not selected by default, and the valid work definitions are available for you to select.

  5. The work order start date is by default the current date and time. You can update the field if required. If a work definition is specified, you must provide either a start date or completion date. If a work definition is not specified, you can provide both the start date and completion date.

  6. Status field is by default Unreleased. If a work definition is specified, you can create the work order in Unreleased, Released or On Hold status. If a work definition is not specified, but you can create the work order only in Unreleased or On Hold status.

  7. If a work definition is specified, the work definition date is displayed by default from the start or completion date fields, as provided earlier. You can modify the work definition date to a specific date, if it is required to select the corresponding version of the work definition.

  8. On selecting the work definition name and work definition date, the work definition version and the item structure details such as item structure name, revision and version are automatically defaulted on the user interface.

  9. Optionally, you can specify the work order description and work order subtype.

When the work order is saved, the following behaviors are applicable:

  • If work definition is specified, the application uses the specified work definition of the item to explode the operation, material and resource requirements into the work order and perform scheduling to compute the rest of the dates of the work order. Attachments are copied over from the work definition to the work order. All other information required for the creation of work order is automatically derived in the background.

  • If work definition is not specified, the application saves only the work order header. You can update the work order to add operations, resources, and items manually. At least one operation must be added to release the work order.

Note: If a work definition is specified, the behavior of the nonstandard work order is similar to the standard work order.

Oracle Fusion Manufacturing provides you with additional options in scenarios where the finished item must be reworked.

A Rework work order is created in Oracle Fusion Manufacturing, where a defective assembly from inventory is issued to that work order, and rework operations are executed on the shop floor. The component that's defective is removed from the assembly and replaced with a new component. For example, the defective battery of a mobile phone is replaced with a new battery, returning it to working condition. Then, the reworked assembly is completed in inventory as a finished item.

As a production supervisor, or as a production operator, here's what you can do in a Rework work order:

  • Create Rework work order with or without specifying a Rework work definition.

  • Specify a negative quantity for work order operation items. You can specify the same item in two item sequences, such as a sequence with a positive quantity, and a sequence with a negative quantity.

You can execute rework work order in one of two ways:

  • By manually issuing the assembly item to a rework work order.

  • By automatically issuing to the first operation of the work order when it's released.

Here's an illustration of the Rework work order process flow:

Rework work order process flow diagram shows how
a defective assembly in inventory can be reworked on the manufacturing
shop floor, completed as a finished good, and returned to inventory
after rectifying the defect.

The process flow diagram for a Rework work order shows how a defective assembly in inventory can be reworked on the manufacturing shop floor, completed as a finished good, and returned to inventory after rectifying the defect.

You can rectify the defect by removing a defective component and by replacing it.

Here's what the Rework work order enables in material transactions:

  • Supports material-negative issue transactions to transact items with negative quantities.

  • Enables transact ad hoc items with negative quantity in material transactions.

Note: Using FBDI (.xlsm) templates (similar to the importing standard and nonstandard work orders), you can import Rework work orders. For Rework work orders, the sheets added are to denote Assembly Item, Material Lot, and Material Serial.
Note: Rework work orders are currently available for only the discrete manufacturing work method.

How You Rework a Work Order

You can create a rework order in manufacturing. Use the Work Definition and Work Execution work areas to do this.

Work Order

As a production supervisor, here's how you create a Rework work order:

  1. Select the specific work order type.

  2. Create the new Rework work order.

  3. Select one of the displayed valid Rework work definitions defined for the item.

  4. (Optional) Create a Rework work order without a work definition.

Based on your organization's plant parameter Manually issue assembly to rework work order, you can choose to execute a rework work order in one of two ways:

  • Automatic: When the plant parameter is disabled.

    The current subinventory is the subinventory from where the rework item is automatically issued to the first operation of the work order when it is released. The rework item that was automatically issued to the first operation of the work order displays when it is released. However, you cannot update the item details.

  • Manual: When the plant parameter is enabled.

    Issue the assembly item manually to a rework work order with appropriate revision. Perform operation completion up to the quantity of the assembly component item that you issued to work order. This option also lets you to do additional tasks such as:

  • Return the rework work order.

  • Update the rework work order quantity.

  • Cancel the rework work order.

  • Update the supply subinventory and locator for an assembly item.

  • Associate assembly serials after releasing the work order and so associate serials from multiple sub inventories.

  • For Lot enabled items, you need not associate the assembly lot details. The lot tab is updated based on assembly lot selected during assembly issue transaction.

The items with negative quantity can be assigned to the work order operations. Items with negative quantity are inherited though the work definition explosion, or can be ad hoc items specified for the operation.

Note: For an operation, an item can be defined as positive quantity and negative quantity in different item sequences.

A finished goods assembly can be transformed into a different assembly by removing or adding components. To support this business practice, Oracle Fusion Manufacturing provides the following capabilities:

  • You can create Transform work order with or without specifying a Transform work definition.

  • You can specify Transform from Item for a Transform work order.

  • You can specify a negative quantity for work order operation items. The same item can be specified in two item sequences, such as a sequence with a positive quantity, and a sequence with a negative quantity.

In material transactions, material-negative issue transactions are supported to transact items with negative quantities. Additionally, ad hoc items with negative quantity can be transacted in material transactions. The genealogy of the reworked assembly can be reviewed for serial tracked Rework work orders.

The following figure illustrates the Transform work order process flow:

Transform work order process flow diagram how an
assembly in inventory can be transformed into another assembly in
the manufacturing shop floor and completed as a finished good back
in inventory.

The business flow diagram for the Transform work order process flow shows how an assembly in inventory can be transformed into another assembly in the manufacturing shop floor and completed as a finished good back in inventory. The transformed assembly can be an upgraded or downgraded version of the original assembly.

A Transform work order is created in the Oracle Fusion Manufacturing , where the assembly to be transformed is issued from Oracle Fusion Inventory to the work order, and operations are executed on the shop floor. One or more components are removed from the assembly and they can be replaced with new components. The assembly now gets transformed to another item because of change in components. For example, 32GB RAM is removed and replaced with 128GB RAM, by which the assembly is upgraded to a higher version. Then, the transformed assembly is completed in Oracle Inventory as a finished item.

Note: Using FBDI (.xlsm) templates (similar to the importing standard and nonstandard work orders), you can import Transform work orders. For Transform work orders, the sheets added are to denote Assembly Item, Material Lot, and Material Serial.
Note: Transform work orders are currently available for only the discrete manufacturing work method.

How You Create a Transform Work Order

To create transform work order in manufacturing, you must complete tasks in both the Work Definition and Work Execution work areas:

Work Order

You can select a specific work order type to create a transform work order. If you have access to Manage Work Orders, you can create the new Transform work order. For a Transform work order, the work definition is optional. However, you must specify the Transform from Item field. Transform from Item is the item from which the work order item is being transformed to.

The valid work definitions of type Transform which are defined for the work order item, and the Transform from Item combination are displayed. You can select any one of them. You can create the Transform work order in a Released, Unreleased, or On-hold status if a work definition is provided. You can create it in an Unreleased or On-hold status if a work definition is not provided. The rest of the behavior is similar to that of a standard or a nonstandard work order.

You must manually specify the Transform from Item as an item in any of the work order operations. Items with a negative quantity are inherited though the work definition explosion.

Additionally, the items with negative quantity can be assigned to the Transform work order operations as ad hoc items.

Note: For an operation, an item can be defined with positive quantity and negative quantity in different item sequences.
Note: Transform work order flow is currently supported for only discrete manufacturing.

How You Create Project-Specific Work Orders

You can create and update a work order with project details in an organization that's enabled for inventory tracking by project.

  • For Discrete Manufacturing work method, you can create project-specific standard, nonstandard, rework, and transform work orders.

  • For Process Manufacturing work method, you can create project-specific standard work orders.

You can create and update work orders with project details using the Edit Work Order user interface, File-Based Data Import (FBDI), or REST APIs. You can perform error corrections using Application Development Framework Desktop Integration (ADFdi).

In the Edit Work Order page, the Project Details region lists the project-related fields. You can see the Project Details region if the Enable inventory tracking by project check box is selected in the plant parameter of the inventory organization. The project-related fields are Project Number, Task Number, Expenditure Item Date, Expenditure Type, and Expenditure Organization. Here are some details about the project-related fields that you must know:

  • Project Number is an optional field. You can create a work order that's not associated with a project even though a plant is enabled for inventory tracking by project.

  • The default Expenditure Item Date is derived from the work order completion date while Expenditure Organization is set to the manufacturing plant. The manufacturing plant must be classified as a project expenditure organization.

  • You can define the defaults for Expenditure Type and User-Defined Attributes in Functional Setup Manager. While creating a work order, after specifying a Task Number, the default values for Expenditure Type and User-Defined Attributes are based on the setup. Expenditure Type of a project-specific work order is used to calculate work center and plant overhead.

Project cost transaction validations are performed upon defining the defaults, saving, and releasing a work order. If the validations fail, you must fix the errors before the changes are saved. Project details can be updated only when the work order status is Unreleased.

In the Manage Work Orders page, Project Number and Task Number are available as search fields. These fields are also listed as column names in the search results. Searching by Project Number and Task Number returns the work orders with the corresponding project, task, or both.

You can use the Edit Work Order page to update a work order in the user interface. Additionally, multiple work orders can be updated using mass actions. To view or update work orders, you need the following privileges:

  • View Work Order: Enables query and view of work order details.

  • Manage Work Order Headers: Enables creation of work orders and update of work order header and general information, except status update for closing a work order.

  • Manage Work Order Operations: Allows addition and update of work order operations and its entities.

  • Manage Work Order Serials: Allows entry of work order serials and related actions.

During the lifecycle of the work order, it's updated by the user or the application to transition the statuses. You can update the attributes of a work order in any status with the certain exceptions. Certain attributes such as work order number, product, reservation details, and so on can't be updated once a work order is created. The following tabs are available in the Edit Work Order page:

  • General Information: Work order header level information, such as product, work definition, work order status, attachments and so on.

  • Operations: Work order operation information, such as operation name, work center, components and resources requirements.

  • Serial Numbers: Product serial numbers which are associated with the work order for serial-tracked manufacturing.

  • Reservations: Supplies from a work order that are reserved against one or more sources of demand.

  • History: Work order execution history such as status, dates, and quantities.

You can update the release date of a work order in the General Information tab based on certain validations. If you're changing the work order from unreleased, or on hold status to released status, the release date will be defaulted with the current application date. You can update it to a previous date. You also can't change the release date to a future date. The release date of a work order is updated in the History tab accordingly. You can't change the release date when you change the work order from released status to on hold, completed, closed, or canceled status.

You can update the closed date of a work order in the General Information tab based on certain validations. If you're changing the work order from any status to closed status, the closed date will be defaulted with the current application date. You can update it to a previous date, not earlier than the last transaction date. You also can't change the closed date to a future date. The closed date of a work order is updated in the History tab accordingly.

How You Manage a Work Order Header

A work order header stores some of key attributes of the work order business object. The work order header uniquely identifies the work order, describes the nature of work being carried out, and captures the details of the item being manufactured, the required quantity, the work definition to be used, and the start and completion dates. The header attributes are displayed in the General Information tab of a work order.

The following table summarizes the attributes present in a work order header:

Name Description

Work Order Number

A work order number identifies the work order and is unique within a plant. During creation of the work order, a unique number is automatically assigned from the numbering scheme defined per the plant parameters (Work Order Prefix, Work Order Starting Number). You can also manually enter a work order number during creation. Once a work order is created, the work order number can't be updated.

Status

This represents the status of the work order during its lifecycle. The predefined statuses supported are Unreleased, Released, On Hold, Completed, Closed, and Canceled. In addition, you can update work order status work order status to predefined or user-defined statuses.

Start Date

Planned start date and time of the work order.

Completion Date

Planned completion date and time of the work order.

Description

Description of the work order.

Work Order Priority

Represents the work order execution priority.

Item

Also referred as product or assembly. It represents the primary item that's to be manufactured. The item attributes Build in WIP and Transactable indicators must be enabled to create a work order. After the work order is created, the item can't be updated.

This is applicable to only discrete work orders.

Quantity

Quantity of the work order that's planned for and started with.

This is applicable to only discrete work orders.

UOM

Represents the unit of measure of the quantity being manufactured. It is always the primary unit of measure of the item.

This is applicable to only discrete work orders.

Process Name

It is a unique identifier for a specific process manufacturing work definition that can produce multiple outputs. It can't be updated after the work order is released

This is applicable to only process work orders.

Batch Quantity

It is the batch quantity of the process manufacturing work order. During work order creation, this is defaulted from the work definition and can be scaled up or down. The batch quantity moves through operations until work order completion.

This is applicable to only process work orders.

Batch Quantity UOM

Represents the unit of measure of the batch quantity being processed. It is defaulted from the work definition and can't be updated on the work order.

This is applicable to only process work orders.

Primary Output

The Primary Output item is the most intended output for the process name specified in the process work order. The item attributes Build in WIP and Transactable Indicators must be enabled to create a process manufacturing work order. Once the work order is created, the primary output item can't be updated.

This is applicable to only process work orders.

Version

Represents the version of the primary output item.

This is applicable to only process work orders.

Primary Output Quantity

It is the quantity of the primary output item. The primary output item and its quantity are displayed in both work order header and work order output items. Any change in quantity in one place will automatically update the other. The primary output quantity can't be updated in the work order header when the work order is released.

This is applicable to only process work orders.

Primary Output UOM

Represents the unit of measure of the quantity of the primary output item. It is referred from the work definition and can't be updated.

This is applicable to only process work orders.

Work Definition Name

Work definition name of the item being manufactured. In a discrete work order, the work definition is exploded to determine the operation, resource, and material requirements in the work order. It can't be updated after the work order is released.

In a process work order, the work definition is exploded to determine the operation, resource requirements, material requirements, and expected outputs. It can't be updated in the work order.

Work Definition Date

Work definition date represents the effective date used to derive the work definition version.

Work Definition Version

Represents the version of the work definition. It is derived and displayed based on the work definition name and date specified.

Production Priority

Production priority identifies the primary and alternate work definitions of an item. A production priority of 1 indicates the primary work definition. The production priority is derived and displayed based on the work definition name specified.

Serial-Tracked Production

This indicates if serial-tracking is enforced for the work order. This is derived from the work definition and you can't edit this attribute.

This is applicable to only discrete work orders.

Item Structure Name

Represents the item structure name that's referenced on the work definition selected on the work order.

This is applicable to only discrete work orders

Item Structure Revision

Represents the revision of the item whose item structure is referenced on the work definition selected on the work order.

This is applicable to only discrete work orders

Item Structure Version

Represents the version of the item whose item structure is referenced on the work definition selected on the work order.

This is applicable to only discrete work orders.

Work Order Type

Indicates whether the type of work order selected during creation is Standard, Nonstandard, Rework, or Transform.

For process work orders, only the standard work order type is supported.

Work Order Subtype

Represents the specific nature of work being performed such as Standard Production, Prototyping, or Repair. Costing can derive work order accounts based on this attribute.

Work Method

Refers whether the work order is Discrete Manufacturing and Process Manufacturing. If an organization is enabled for process manufacturing, then both the work methods are available during the creation of work orders. If the organization is enabled for only discrete manufacturing, then the work method is discrete by default.

Firm

Indicator to enable or prevent Planning from suggesting rescheduling recommendations for the work order.

Back-to-Back

Indicator that this work order is created as a supply for a back-to-back sales order. You can't edit this attribute.

This is applicable to only discrete work orders.

Contract Manufacturing

Indicates a contract manufacturing work order. You can't edit this attribute.

This is applicable to only discrete work orders.

Supply Type

Represents the default supply types to be considered in the work order for operation items.

Overcompletion Tolerance Type

The tolerance type for overcompletion of the work order quantity. The overcompletion tolerance isn't applicable for Rework work orders.

Overcompletion Tolerance Value

The percent or quantity that's allowed to be completed over the work order quantity.

Completion Subinventory

Represents the default completion subinventory to be considered in the work order for product completion.

This is applicable to only discrete work orders.

Completion Locator

Represents the default completion locator of the subinventory to be considered in the work order for product completion.

This is applicable to only discrete work orders.

Update Work Order Status

You can use status of a work order to manage the work order through its entire lifecycle. Work orders are generally created in the Unreleased status. You can then update the status to Released once the work order is ready for execution. On executing the work order, when the last operation is complete, the work order is automatically updated to Completed status. You then update the status of the work order to Closed. You can also update the work order status to On Hold or Canceled.

Note: You can query work orders using the available predefined and user-defined statuses using a REST API.

The following table lists the valid status transitions allowed for a work order:

From Status To Status Unreleased To Status Released To Status On Hold To Status Completed To Status Closed To Status Canceled

From Status Unreleased

Not applicable

Allowed

Allowed

Not allowed

Allowed

Allowed

From Status Released

Conditionally allowed

Not applicable

Allowed

Allowed only by application

Conditionally allowed

Allowed

From Status On Hold

Conditionally allowed

Allowed

Not applicable

Not allowed

Conditionally allowed

Allowed

From Status Completed

Not allowed

Allowed only by application

Not allowed

Not applicable

Allowed

Not allowed

From Status Closed

Conditionally allowed

Conditionally allowed

Not allowed

Conditionally allowed

Not applicable

Conditionally allowed

From Status Canceled

Conditionally allowed

Allowed

Allowed

Not allowed

Conditionally allowed

Not applicable

The following table summarizes the work order status change rules specific to supplier operations::

From Status To Status Unreleased To Status Released To Status On Hold To Status Completed To Status Closed To Status Canceled

From Status Unreleased

Not applicable

Purchase requisition creation initiated, if eligible.

Not applicable

Not applicable

Not applicable

Not applicable

From Status Released

Not applicable

Not applicable

Not applicable

Not applicable

Change Management Action: Attempt canceling the associated purchasing documents as appropriate. If not successful, report a work order exception.

Change Management Action: Attempt canceling the associated purchasing documents as appropriate. If not successful, report a work order exception.

From Status On Hold

Not applicable

PR creation initiated, if eligible.

Not applicable

Not applicable

Change Management Action: Attempt canceling the associated purchasing documents if open. If not successful, report a work order exception.

Change Management Action: Attempt canceling the associated purchasing documents as appropriate.If not successful, report a work order exception.

From Status Completed

Not applicable

Not applicable

Not applicable

Not applicable

Change Management Action: Attempt canceling the associated purchasing documents as appropriate. If not successful, report a work order exception.

Not applicable

From Status Closed

Not applicable

Purchase requisition creation initiated for eligible quantity, if eligible.

Not applicable

Purchase requisition creation initiated for eligible quantity, if eligible.

Not applicable

Not applicable

From Status Canceled

Not applicable

Purchase requisition creation initiated, if eligible.

Purchase requisition creation initiated for eligible quantity, if eligible.

Not applicable

Not applicable

Not applicable

Note:

All the status change validations including the user-defined statuses are as per the predefined status to which the user-defined status is mapped.

Update Work Order Quantity

If you update the work order quantity of a work order, the required quantities of operation items and required usage of operation resources are recalculated. You are prompted to make a selection to either forward schedule from the start date or backward schedule from the completion date to schedule the work order based on the new quantity. The work order quantity can be reduced to the extent of the ready quantity available in the first count point operation. Work order quantity can be increased as required. However, for a work order in Completed status, the application automatically updates the work order to Released status. In the case of process work orders, the batch quantity will be considered as the work order quantity.

Update Work Definition

You can update the work definition name or work definition date only when the work order is in Unreleased status. When you update these two attributes, all the existing operations, operation items, and operation resources of the work order are deleted, and a re-explosion of the updated work definition is triggered. In the case of process work orders, the work definition name can't be updated. Instead, you can update the process name to achieve the same behavior.

Update Work Order Date

Update the following attributes in order to reschedule and calculate new dates of the work order:

  • Start Date

  • Completion Date

  • Quantity

  • Work Definition Name (applicable to only discrete work orders)

  • Work Definition Date

  • Process Name (applicable to only process work orders)

  • Scaling Action (applicable to only process work orders)

Note: Performing scaling action by updating batch quantity, primary output quantity, input item quantity, or output item quantity can reschedule process work orders.

Refer to the Scheduling of Work Orders section for more details.

The Operations tab provides a list view of all operations with its component and resource requirements. It helps you do the following:

  • Displays the summary of the operations, operation items, operation resources, purchased items, and operation outputs of the work order along with operation attachments

  • Displays the details of execution progress for the operations, operation items, operation resource, and operation outputs

  • Add, Edit, and Delete Operations

  • Edit Operation Items

  • Edit Operation Resources

  • Edit Operation Outputs (applicable to only process work orders)

  • Reschedule an operation using midpoint scheduling

You can use the actions in the list view to add or edit or delete operations. The Work Order Operations consists of information about the list of operations that are performed in a work order. Work order operations are either inherited by explosion of work definition or are manually added.. You can use the Edit Operation action to do the following:

  • Add Operations

  • Edit Operation Details

  • Delete Operations

The following actions are displayed if the operation type is Supplier:

  • Midpoint Reschedule

  • Review Supplier Operation Details

Note: Midpoint Reschedule action is displayed subject to at least one of the lead times specified for the operation being greater than 0.

The following table lists the different attributes of a work order operation:

Name Description

Operation Sequence Number

This is the sequence in which operations are performed in the work order. The starting sequence and increments in sequence are determined by the plant parameters Starting Operation Sequence and Operation Sequence Increment.

Operation Code

Represents the standard operation code that's used to define the operation. If an operation is created using a standard operation, the details of the operation and its resources are copied to the work order and aren't referenced thereafter.

Operation Type

Indicates if an operation is executed in-house or outsourced to suppliers. If the Operation Type is in-house, the following attributes apply.

Operation Name

Represents the name of the operation and it's mandatory to be specified when defining a nonstandard operation.

Description

Description of the operation.

Work Center

Work center where the operation is executed.

Count Point

Indicator of an operation being performed in the shop floor and reported manually in the application during execution.

Auto Transact

Indicator of an operation being performed in the shop floor and reported automatically in the application during execution. This may be the case when the operation transaction is insignificant to manually record it. Count point and auto transact indicators are mutually exclusive.

Optional Operation: An operation is designated as optional if both the count point and auto transact indicators are unchecked. You can manually report component and resource usages at an optional operation

Start Date

Represents the planned start date of the operation and also referred as scheduled start date. The operation start date is generally calculated by the scheduling engine. This is a mandatory attribute. The operation start date must be encompassed within the work order start and completion date.

Completion Date

Represents the planned completion date of the operation and also referred as scheduled completion date. The operation completion date is generally calculated by the scheduling engine. This is a mandatory attribute. The completion date must be encompassed within the work order start and completion date.

Serialization indicator

Derived from the work definition and is a display only attribute in the work order. Indicates if the operation is enabled for Serialized production reporting.

Additional Manual Material Issue

Specifies if operators can manually issue 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. The possible values are Allow and Do not allow.

Completions with Under Issues

Specifies if operators can report operation completions when materials with push supply type haven't been issued. The possible values are Allow, Allow with warning, and Do not allow.

Completions with Open Exceptions

Specifies if operators can report operation completions when there are open exceptions. The possible values are Allow, Allow with warning, and Do not allow.

A work order must have at least one count point operation in it. Additionally, the last operation of a work order has to be a count point operation.

When a work order is released, the work order quantity is placed in the ready state of the first count point operation of the work order. When the work order quantity is increased or decreased, the differential quantity is updated at the first count point operation.

The following table shows quantities of an operation as updated and displayed for the operation in the list view, during execution. The quantities are displayed in the primary unit of measure

Quantity Description

Ready quantity

Represents the quantity that's ready for execution for the operation.

Completed quantity

Represents the quantity completed for the operation.

Scrapped quantity

Represents the quantity scrapped, if any, for the operation.

Rejected quantity

Represents the quantity rejected, if any, for the operation.

If the operation type is Supplier, then the operation is always a Count Point operation. An operation with the operation type Supplier can't be deleted if the operation is associated to any purchasing document, or the creation of purchasing documents is in process (which is treated as a pending transaction) or any transaction has been made against the operation. Resources can't be added to an operation with operation type Supplier.

Note: Operations with operation type Supplier can't be added to work orders in a contract manufacturing organization.

The following table lists the values you must select for the different attributes of a supplier operation, in the Supplier Operation Details section:

Field Description

Outside Processing Item

An item that represents the value added service being performed on the assembly in outside processing. The item is defined in Oracle Fusion Product Information Management.

Note: The outside processing attributes (Outside Processing Item and Generate Shipment) of the supplier operation can be updated only if the Work Order Status is Unreleased, On Hold (without release date).
Note: Outside Processing Item can't be added as a component to an operation.

Item Description

The description of the outside processing item.

Supplier

The recommended supplier used in creating the requisition. The supplier is an external party who provides specialized manufacturing services to manufacture a product. The field becomes required if the prior operation is also a supplier operation.

Supplier Site

The recommended supplier site. The field becomes required if the prior operation is also a supplier operation.

Generate Shipment

This is used to indicate if shipment needs to be created to print the shipping documents for the outside processing item. The default value is based on the Outside Processing Item's shippable attribute. It's unchecked if the prior operation is a Supplier Operation (consecutive outside processing) or if the supplier operation is the first operation in sequence.

Lead Time UOM

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

Fixed Lead Time

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

Variable Lead Time

The variable lead time for the operation dependent on the order quantity.

Note: If you check the Generate Shipment check box, Oracle Fusion Manufacturing sends a request to Oracle Fusion Supply Chain Orchestration. Supply Chain Orchestration creates a shipment line to ship the goods to the supplier once the goods are reported as completed, in the operation prior to the supplier operation. Supply Chain Orchestration automatically creates a shipment line and creates a supply order line based on the request sent by manufacturing.

How You Add Operations to Work Orders in Released Status

You can add one or more count point and automatically transact operations to a work order in released status. You can't add a new operation prior to a completed operation and can't add a new operation as the last operation either if there are any product completions or reversals at the last operation. However, if you can reverse the completions at an operation, you can add operations prior to the previously completed operation.

For a serial tracked work order, the newly added operations prior to the serial start operation won't be serial tracked and the newly added operations after the serial start operation will always be serial tracked.

You can add supplier operation as the first or last operation, intermediate operation, or as a consecutive supplier operation. You can't add any operation in between consecutive supplier operations.

You can reschedule the work order manually using midpoint rescheduling after adding new operations. The existing validation of the last operation being a count point operation is enforced. For rework work order you can't add a count point operation prior to the existing first count point operation. Also, when you add new operations ensure that the existing validations are fulfilled.

Note: The ability to add operations for released work orders is supported in UI and REST only.

How You Manage Work Order Operation Items

The Work Order Operation Items are also referred to as materials or components. The Work Order Operations Items contain information about the operation item requirements for the Work Order Operations. The Edit Operation Item action helps you do the following

  • Add Operation Items

  • Edit Operation Item Details

  • Delete Operation Items

Note: Work order scaling for operation items is supported in process manufacturing.

The following table lists the attributes of the work order operation items:

Name Description

Operation Sequence Number

Represents the operation sequence number where the operation item is required.

Material Sequence Number

Represents a unique sequence assigned to the operation item.

Operation Item

Identifies the item required to perform the operation.

Note: For process work orders, an output item can't be referenced as an input item.

Quantity Per Product

Represents the quantity required to manufacture per unit of the product.

Note: This attribute is currently supported for only discrete manufacturing.

UOM

Represents the unit of measure of the quantity. It is always the primary unit of measure of the item.

Inverse

Represents the inverse of the Quantity Per Product. This is applicable when the material Quantity Per Product is fractional but its inverse is an integer.

Note: This attribute is currently supported for only discrete manufacturing.

Basis

Quantity consumption can be either Fixed or Variable, indicating constant or proportional usage of the material with respect to the work order product quantity.

Yield

Represents the factor to calculate the required quantity of the operation item to accommodate component wastage. The value of yield must be 0 lesser than yield lesser than or equal to 1. However, yield value greater than 1 is allowed with a warning message. Based on the plant parameter Include component yield in material requirements, the yield is considered in the calculation of the required quantity.

Required Quantity

Represents the operation item quantity required to manufacture the work order quantity. This is calculated and defaulted from the Quantity Per Product depending on the Basis type as follows: If Basis is equal to Fixed, the Required Quantity is equal to Quantity Per Product divided by Yield. If Basis is Variable, the Required Quantity is Quantity Per Product multiplied by Work Order Quantity divided by Yield

Required Date

Represents the date when the materials are required to perform the operation. The required date must not be outside the operation start and completion dates.

Supply Type

Represents the method of consumption of the operation item. The various supply types are Assembly pull, Operation pull, Push, Bulk, Supplier.

Supply Subinventory

The default subinventory where material is drawn during assembly or operation pull.

Supply Locator

The default locator where material is drawn during assembly or operation pull.

Include In Planning

Indicates whether this operation item requirement must be considered by planning run for planning its supply.

Issued Quantity

Represents the net issued quantity of the operation item.

Open Quantity

Represents the quantity that is yet to be issued.

On Hand Quantity

Represents the quantity available in Inventory as on hand balance at plant level.

Allocated Quantity

Quantity of materials allocated to the work order during the picking process when a movement request is created for a work order operation item.

Picked Quantity

Quantity of materials that is picked when the pick slip is confirmed and is issued either directly to the work order or is moved to the staging subinventory.

How You Manage Work Order Operations Resources

The Work Order Operation Resources contain information about the resource requirements for the Work Order Operations. The Edit Operation Resources action enables you to do the following:

  • Add Operation Resources

  • Edit Operation Resource Details

  • Delete Operation Resources

The following table lists attributes of the work order operation resources:

Name Description

Resource Sequence Number

Resource Sequence Number is used to define the sequence in which resources work together in finishing the operation. When multiple resource lines have the same resource sequence number, it indicates that the resource is scheduled in parallel, such as simultaneous resource.

Resource Name

Represents the name of the resource.

Code

Represents the code of the resource.

Description

Represents the description of the resource.

Usage Rate

Represents the resource usage required to manufacture per unit of the product.

UOM

Represents the unit of measure of the resource usage.

Inverse

Represents the inverse of the Usage Rate. This is applicable when the resource sage rate is fractional but its inverse is an integer.

Required Usage

Represents the resource usage required to manufacture the work order quantity. This is calculated and defaulted from the Usage rate depending on the Basis type as follows: If Basis is Fixed, then the Required Usage is equal to Usage Rate If Basis is Variable, the Required Usage is equal to Usage Rate multiplied by Work Order Quantity

Scheduled

Indicates if the resource is scheduled or not. The resource can be scheduled, if the unit of measure of the resource belongs to the time unit of measure class specified in the profile SCM Common: Default Service Duration Class.

Charge Type

Represents whether the resources are charged manually by the user or automatically when completing the operation.

Assigned Units

Represents the number of resource units assigned to perform the operation.

Start Date

Represents the planned start date of the resource and also referred as scheduled start date. The resource start date is generally calculated by the scheduling engine. This is a mandatory attribute. The resource start date must be encompassed within the operation start and completion date

Completion Date

Represents the planned completion date of the resource and also referred as scheduled completion date. The resource completion date is generally calculated by the scheduling engine. This is a mandatory attribute. The resource completion date must be encompassed within the operation start and completion date.

Activity

Represents the activity of the resource in the operation such as setup, run, and tear down.

Principal

Represents a primary resource among the group of simultaneous resources. One of the simultaneous resources must be a principal resource.

Actual Resource Usage

Represents the net actual usage of the assigned resource.

Associating Work Order Operation Resource Instances

As a production supervisor, you can optionally assign resource instances to work order operation resources using the Edit Work Order Operation Resource dialog. If resource type is equal to Equipment, you can assign resource instances representing actual machines used on the shop floor. If resource type is equal to Labor, you can assign resource instances representing actual persons on the shop floor.

You can assign any number of resource instances to a resource and this doesn't affect scheduling of the resource. While assigning resource instances to the work order, by default you will be able to pick those resource instances whose primary work center is the same as the work order operation's work center. However, as a production supervisor, you can search for resource instances belonging to other primary work centers and assign them to this operation resource.

The following table lists attributes of the work order operation resource instances:

Name Description

Resource Instance Name

Resource instance name is name of the person or equipment associated with the resource.

Identifier

Unique code identifying the resource instance.

Person Type

Represents the type of person associated to the labor resource instance.

Person Name

The name of the person associated to the labor resource instance.

Asset Number

The asset number associated to the equipment resource instance.

Asset Description

The asset number description associated to the equipment resource instance.

Actual Usage

Represents the actual hours charged at the resource instance level.

Work Order Operation Outputs

In a work order where the work method is process manufacturing, there can be many output items. The output items of such a work order are displayed in the output items user interface. The item on the header of the work order is the primary output item. This item is also displayed in the output items user interface with the output type Product. Each output item in the Output Items user interface is identified by the Output Type field as a product or by-product.

Note: Work order scaling for operation outputs is supported only for process work orders.

The following table displays the attribute name and the attribute description of the work order operation outputs:

Name Description

Operation Sequence Number

Represents the operation sequence number where the output item is expected to be yielded.

Output Sequence Number

A unique sequence number which identifies the output item within an operation.

Output

The item which identifies the output item expected or actually yielded from one of the work order operations.

Note: For process work orders, input items can't be referenced as an output item.

Output Description

The description of the output item.

Output Type

The output type identifies if the output item is a co-product or a by-product. One of the Output items with output type as product is the primary output item and the rest are considered as co-products.

Quantity

The quantity expected to be yielded from the work order operation. This can be zero or a positive number.

UOM

The unit of measure of the output item which is used to express the expected and actual completion quantities.

Completion Type

The completion type identifies how the output item will be reported in work execution. It can be either Manual or Automatic.

Completion Subinventory

The completion subinventory where the output item is expected to be yielded.

Completion Locator

The completion locator where the output item is expected to be yielded.

Primary Output

An indicator identifying the primary output item of a work order. This indicator is automatically checked by the application for the output item specified in the work order header.

Cost Allocation Basis

The basis for cost allocation for output items in a process manufacturing work order. It can be either percentage or fixed value.

Cost Allocation Percentage

The percentage value that is associated if the cost allocation basis of the output item is percentage.

Actual Completion Quantity

The actual completion quantity of the output item. This is read only and is updated by work execution transactions in the unit of measure that is associated to the output item.

Attachments

Attachments associated to the output items.

Descriptive Flexfields

Additional information captured in the form of descriptive flexfields for output items.

How You Scale Process Work Orders

In a work order where the work method is process manufacturing, you can scale up or scale down an unreleased work order using input item or output item. After selecting the operation input item or operation output item, you can scale based on percent or you can mention the new quantity of the item selected. Based on scaling percent, batch quantity, input, output, and resource quantity are recalculated.

  1. To scale based on an input item or output item, select and item and click the Scaling button.

  2. A separate window opens where you can enter the new quantity in the same UOM as mentioned in input item or output item or you can mention a percentage.

  3. Choose the appropriate scheduling method to reschedule the work order.

  4. Click the OK button to start the scaling process.

Note: Only proportional scaling is supported. You cannot perform scaling based on ad hoc components and ad hoc output items.

The following table displays the attribute name, the attribute description, and the attribute type of the work order scaling:

Name Description Type

Item

The selected input item or output item from the Operation Output or Operation Input user interface

String

Item Description

The description of the item.

String

Quantity

The item quantity from the Operation Output or Operation Input user interface.

Number

New Quantity

New Operation Output or Operation Item Quantity for the selected Item. The Ration of New quantity and Quantity is used to scale the work order.

Number

Percent

The percentage value that is used to scale batch work order. The value cannot be zero.

Number

Note: You can also scale the work order by updating the batch quantity or primary output item quantity at the work order header. The primary output item quantity can't be updated once the work order is released.

How You Manage Work Order Serials

If a work definition that's serial-tracked is referred in the work order, the preassigned serial numbers can be associated. You can transact serial components during work order execution for specific work order product serials. The following actions can be performed:

  • Generate and associate serials: For the quantity specified, the application generates serial numbers for the work order product in inventory, and associates them to the work order.

  • Manually associate serials: You can search and select serials that are already defined and associate them to the work order.

  • Delete serials: You can select and delete a serial. This is applicable to serials that are in associated status.

Note: Work order serials is currently supported for only discrete manufacturing.

The following table lists details of the serial numbers tab displayed:

Name Description

Associated Quantity

Represents the quantity of serial associated to the work order in the primary unit of measure.

Open Quantity

Represents the quantity of serial yet to be associated to the work order in the primary unit of measure.

Item Serial Number

Represents the serial number that's associated to the work order product.

Serial Status

Represents the internal work execution status of the serial number.

Last Transacted Operation

The operation sequence number where the serial was last transacted.

Operation Name

The name of the operation.

Work Center

The work center name of the operation.

The following table lists serial statuses that are displayed when the work order is executed:

Serial Status Description

Associated

Serial is assigned in the work order.

In Process

When the first transaction is performed for the serial at the operation.

Rejected

Serial is rejected at any operation.

Scrapped

Serial is scrapped at any operation.

Completed

Serial is completed at the last operation into Inventory.

How You Manage Work Order Reservations

The work order as a source of supply can be reserved against a sales order demand. The reservations are typically created by the application when a back-to-back sales order or a configured item sales order is reserved for the work order.

The following table lists the attributes that are displayed if the work order has any reservation details:

Name Description

Work Order Quantity

Represents the quantity of the work order in its primary unit of measure.

Total Reserved Quantity

Represents the work order that's reserved against one or more demand documents.

Reserved Quantity

Represents the quantity of the work order that's reserved against each demand document.

UOM

Primary unit of measure of the quantity reserved.

Document Type

Represents the document type of the demand. Typically, this is Sales Order.

Customer Number

Number identifying the customer of the demand.

Customer

Name identifying the customer of the demand.

Document Number

Number identifying the document of the demand.

Note: An Attachments icon is conditionally displayed if there are any sales order header or sales order line attachments.You can click the icon to view the attachments in separate tabs.

Document Line Number

Number identifying the document line of the demand.

Due Date

Represents the due date of the demand document.

Line Quantity

Represents the quantity of the document line of the demand.

UOM

Unit of measure the demand quantity.

When you reduce the work order quantity, the existing sales order reservations are reduced appropriately. Similarly, when you change the status of the work order to canceled or closed, the existing sales order reservations are removed.

Sales Order attachments from back-to-back sales orders for standard items and configured items are displayed in the Reservations tab of the work order. You can optionally control which attachments can be viewed by the production supervisor.

Attachments belonging to the Miscellaneous category are always displayed by default. However, other user-defined attachment categories may be configured and displayed based on the security setup. Security can be enabled using the standard attachment security framework provided in the Setup and Maintenance work area and the Security Console.

Note: Work orders can be manually reserved against sales orders in inventory.

How You Manage Work Order History

When you create and execute the work order, the quantity, date and status information is displayed as work order history. This information is available for a work order throughout its life cycle.

The following table summarizes the work order attributes as displayed on the History tab:

Name Description

Remaining Quantity

Quantity of work order yet to be completed in the last operation.

Completed Quantity

Quantity of work order completed in the last operation.

Scrapped Quantity

Sum of scrapped quantities across all operations.

Released Date

Date when the work order is released.

Completion Date

Date when the work order is completed.

Closed Date

Date when the work order is closed.

Canceled Date

Date when the work order is canceled.

Canceled Reason

User specified reason for cancellation of the work order.

The following table provides details about work order status history:

Name Description

Date

Date when the work order status is changed.

From Status

Work order status (includes predefined and user-defined) before the change

To Status

Work order status (includes predefined and user-defined) after the change.

Status Change Date

The actual date if specified by the user when the work order status is changed.

Reason

User-specified reason when the work order is canceled.

User

User who updated the status.

In addition, you can use the Transaction History link to view to the production transaction history for the work order. You can use the Inspection History link to view the production inspection history for the work order.

You can use the IoT Insights link to drill down to the work order view in IoT Production Monitoring Cloud to gain insights into the actual production progress of the work order.

If you have the role of a production supervisor, you can perform work order mass actions such as update work order status and change work order priorities on the Manage Work Orders page in the Work Execution work area. You can update statuses for more than one work orders to release, unrelease, hold, cancel, and close them. You can select more than one work order from the search results list and perform these actions.

The following is a list of mass actions for work orders with their corresponding descriptions:

Mass Action Description

Release

The selected work orders are set to released status.

Unrelease

The selected work orders are set to Unreleased status.

Hold

The selected work orders are set to on hold status.

Cancel

The selected work orders are set to canceled status and the cancellation reason is to be provided.

Close

The selected work orders are set to closed status. You can also set the closed date to a previous date than the application date, but not earlier than the last transaction date.

Change Priority

The selected work orders are updated with the new priority that's to be provided.

When the mass action is performed, a confirmation message is displayed with the count of work orders that were successfully processed. If there is an error, the individual work orders and their corresponding error details are displayed. You can choose to proceed with or cancel the mass action. If you choose to proceed with the mass action, the successfully validated work orders are processed, and the work orders with errors are discarded from the mass action.

Work Order Material Availability

In your manufacturing organization, you must ensure that all materials are available to execute a work order prior to its release. As a production supervisor you can use the material availability workbench to configure rules to recommend a prioritized list of work orders and assess the material availability for those prioritized work orders.

The work order material availability workbench helps you in the following manner:

  • Configure material availability rules to

    • Prioritize work orders by specific attributes such as item, customer, or date criteria.

    • Include work orders on the basis of time fence, work order status, or work order subtype.

    • Exclude noncritical materials from material availability check.

    • Exclude work orders from material unassignment on manual adjustment.

  • Review the prioritized list of work orders and the material assigned to the work orders to identify the material availability and shortages as calculated by the material availability rules.

  • Review materials with shortages and affected work orders and expected supplies to address the material shortages.

  • Adjust material assignments for work order prioritization and preview the force assigned and unassigned work orders.

  • Change work order status to release the prioritized work orders with critical materials available, and hold work orders with material shortages.

In the Work Execution work area, perform the tasks using the material availability workbench in the following order:

  1. Create rules using the Material Availability Rules task.

  2. Initiate the background process Calculate Material Availability.

  3. View and assess the assignment priority sequence in the Material Availability Assignments task.

  4. Change priority of work orders by force assigning or force unassigning materials based on expected supplies.

  5. Release or hold work orders after you're satisfied with your changes.

You can prioritize the work orders in your manufacturing organization for release to the shop floor based on certain parameters like availability of materials. Use the Work Execution work area in Oracle Fusion Manufacturing to create rules to assign materials to the work orders in your organization, and execute work orders based on the assignment priority sequence.

Note: In the Setup and Maintenance work area, you must set up your organization as a manufacturing plant or a contract manufacturing organization using the Manage Inventory Organizations task by specifying the Manage Inventory Organization parameters.

Material Availability Rules

In the Work Execution work area, select the Material Availability Rules task from the Manage Production section in the Tasks panel.

Create a set of rules and recommend a list of work orders based on those rules to assign and unassign materials to work orders of higher priority. Your recommendations determine which work orders are prioritized when materials are scarce or unavailable.

Perform the various actions to create a set of material availability rules in the following three tabs:

  • Work Order Assignment Priority: Assign a rule sequence to various attributes of a work order such as work order type, scheduled start date, customer, and so on. The list can be also be sorted in an ascending or descending order based on attributes like planned start date or planned completion date of work orders.

    The following table lists all the attributes that you can use to define the work order assignment priority and their corresponding descriptions:

    Attribute Description

    Item

    It represents the work order output item, which is an assembly item.

    Item Category

    Name of the category that's used to group items for specific purposes such as reporting, usage, and so forth.

    User Item Type

    Indicator or classification for an item, such as finished or purchased.

    Work Order Status

    Current status (includes predefined and user-defined) of the work order during the manufacturing lifecycle.

    Work Order Type

    Classification of the nature of work being performed for standard, nonstandard, rework, and transform work orders.

    Work Order Subtype

    Attribute representing the specific nature of work being performed, such as standard production, prototyping, or repair

    Work Order Priority

    Attribute defined by the user to represent the priority of work order execution.

    Planned Start Date

    Date on which a work order is planned to start.

    Planned Completion Date

    Date on which a work order is planned to be complete.

    Customer

    Name of a customer for whom the product is being manufactured. In this case the work order is reserved as supply for a sales order.

    Ship-to Country

    Name of the country to which the final product will be shipped.

    Scheduled Ship Date

    Date on which the product is scheduled for shipment.

  • Inclusion Criteria: Include work orders or materials in the assignment criteria based on specific attributes such as work orders within a specified time fence or materials of a specific supply type scale.

    The following table lists the key criteria values based on which you can create the material availability inclusion criteria.

    Attribute Description Default Value

    Work Order Date Type

    Select the type of date criteria on the basis of which you want to classify work orders.

    Start Date

    Time Span

    Specify the number of hours from the current time that you want to be considered for material availability calculations.

    48 hours

    Work Order Status

    Select the type of status (includes predefined and user-defined) based on which you would like to plan for the work orders that must be included in material calculations.

    Released, Unreleased

    Work Order Type

    Select the type based on which you would like to plan for the work orders that must be included in material calculations.

    Standard

    Work Order Subtype

    Select the subtype based on which you would like to plan for the work orders that must be included in material calculations.

    All

    Component Supply Type

    Select the supply type of the materials which you want to plan availability for.

    All

    Build in WIP Items

    Check box you must select to determine whether or not to include in material calculations the component items that are internally manufactured.

    Yes

  • Forced Assignment Criteria: Manually adjust the material assignment criteria by creating a list of work orders for which materials can't be unassigned during material availability calculations.

    Note: The attributes that you can use to define the forced assignment criteria are the same as the attributes you use to create the work order assignment priority.

Material Availability Assignments

In the Work Execution work area, select the Material Availability Assignments task from the Manage Production section in the Tasks panel.

You must click Calculate Material Availability to initiate the background process which will create the list of work orders and their corresponding assignment sequence based on the rules you have earlier defined.

View the list of work orders to which materials are assigned based on the rules you create and the applicable assignment criteria. You can also view the material availability indicator to understand if materials are completely assigned, partially assigned, or not assigned to a work order.You can also view Assignement Details to preview expected supplies of materials.

You can view the work orders and material assignment in the workbench in the following tabs:

  • Work Orders: View all work orders in your manufacturing organization with their assigned prioritization sequence based on the rules that were enforced.

  • Materials: View a list of all materials that are included in material availability calculations based on the inclusion criteria.

After you have assessed the assignment priority of the work orders and reassigned materials to work orders based on expected supplies of materials in the workbench, you can either release work orders or place work orders on hold. You can select work orders individually to change their status or select the Mass Action drop-down list and change the status of a set of work orders.

You're a production supervisor who wants to ensure that work orders of higher priority are released to the shop floor. Create a set of rules based on which materials are assigned to the various work orders. This example shows how you can perform the Materials Availability Rules task to set up the assignment criteria based on which materials are calculated and assigned to work orders.

Consider the following scenario where you're using the Material Availability Rules task to define the rules and create a material assignment for your manufacturing organization.

The following table summarizes key decisions and corresponding tasks for this scenario:

Decisions to Consider Task to Perform

How do you sort work orders based on their priority?

Set up the rule sequence for various work order attributes in the Work Order Assignment Priority tab.

How do you decide which work orders and materials will be used to plan for material assignment?

Create an inclusion criteria for work orders and work order components in the Inclusion Criteria tab.

How do you select certain work orders for which you can't deprioritize material availability calculations?

Adjust the assignment criteria by defining work order attributes in the Forced Assignment Criteria tab, which ensures that materials can't be unassigned for those work orders in case of force assignment.

Note: You can perform these tasks in any order. You can also choose to perform either one or two. In such a case, a default priority sequence will be assigned by the application considering only the parameters you have selected.

Material Availability Rules: Work Order Assignment Priority

  1. In the Material Availability Rules: Work Order Assignment Priority tab, set up the following attributes with the applicable rule sequence:

    This is a table that lists all the values of attributes and the corresponding rule sequences.

    Attribute Attribute Value Sort Order Rule Sequence Consideration

    Item

    AB1

    Not applicable

    10

    All work order operations that use the Item AB1 would fall in this category. This rule sequence gets a priority of 1. Work orders that don't use this item will follow in the assignment priority sequence based on the other rule sequence values defined by you.

    Planned Completion Date

    Not applicable

    Ascending

    20

    All work orders will be sorted in an ascending order based on the planned completion date from the current date. This rule sequence will get a priority of 2.

    Planned Start Date

    Not applicable

    Descending

    30

    All work orders will be sorted in an descending order based on the planned start date from the current date. This rule sequence will get a priority of 3.

    Work Order Type

    Standard

    Not applicable

    40

    All standard work orders will fall in this category. This rule sequence gets a priority of 4. Work orders that are nonstandard, rework, or transform will follow in the assignment priority sequence based on the other rule sequence values defined by you.

    Note: If you don't define any assignment sequence, a default assignment priority sequence will be applied. The default assignment sequence is based on ascending order of work order planned completion date first, and planned start date next.

  2. Click Save and select the tab Inclusion Criteria.

Material Availability Rules: Inclusion Criteria

  1. On the Inclusion Criteria tab, specify the following values as described in the following table.

    This is a table that specifies values for some of the parameters in the Inclusion Criteria tab.

    Parameter Value Consideration

    Time Span

    24

    You want to plan for material availability only for work orders which will be completed in 24 hours as calculated from the current time.

    Work Order Status

    Released, Unreleased

    You want to plan for material availability only for work orders which are currently in Released or Unreleased status (includes predefined and user-defined).

    Build in WIP Items

    Yes

    You want to include in the material availability calculations those component items that are internally manufactured.

  2. Click Add in the Excluded Components section to specify component items which you don't want to include in the material availability calculations.

    You can exclude certain component items from material availability calculations by specifying the item name and item category of those component items. You can do this for certain component items that are noncritical in the manufacturing of a final assembly, or for items that are in abundance in inventory.

    Note: The Item Category list of values displays all categories of the catalog assigned to an item in the Inventory work area.

  3. Click Save and select the tab Forced Assignment Criteria.

Material Availability Rules: Forced Assignment Criteria

  1. Click Add in the Forced Assignment Criteria tab to exclude certain work orders from being lowered in priority on manual adjustment of the material assignment of other work orders.

    For example, if a work order WO123 is reserved against sales orders for a customer of high priority, you can specify the customer name in this tab and ensure that materials used to fulfill this work order aren't distributed to other work orders, even though they might have a higher priority based on the assignment sequence and inclusion criteria.

    This is a table that provides certain attribute values that you can specify to create a criteria to exclude work orders from being lowered in priority.

    Attribute Attribute Value Consideration

    Customer

    ABC

    All work orders reserved against sales orders for this customer will be excluded from being lowered in priority on manual adjustment of materials.

    Item Category

    Servers

    All work orders that use items within the specified item category as their materials will be excluded from being lowered in priority on manual adjustment of materials.

  2. Click Save and Close.

    You have successfully defined a set of rules that's used to calculate material availability assignments.

Use the Material Availability Assignments task in the Work Execution work area to view the assignment priority sequence of all work orders in your manufacturing organization. This assignment is calculated based on how you define rules using the Material Availability Rules task.

You can perform the following tasks on the Material Availability Assignments page:

  • View and adjust material assignments for work order prioritization.

  • Identify work orders with material availability and shortages.

  • Assign materials to work orders of higher priority, from the available-to-transact quantity in inventory.

  • Run the material availability background process either at scheduled intervals or based on business need.

  • View expected supplies of materials to address shortage.

  • Manually adjust work orders assignments by performing a force assign or force unassign action.

  • Change status of work orders based on material assignments.

  • Export the data to a spreadsheet to analyze the material availability assignments.

Calculate Material Availability

In the Work Orders tab of the Material Availability Assignments page, you must first select the Calculate Material Availability background process to initiate the calculation engine. This identifies the work orders and work order materials for the material availability check. The calculations include materials for availability check based on the inclusion criteria rules you have specified earlier. The background process uniquely identifies the assignment priority for the list of work orders.

After the assignment priority is associated with the work orders, the material inventory available-to-transact quantity in the organization is retrieved as part of background processing, and assigned to the work order materials to arrive at the material shortage at the work order level.

For an organization that's enabled for inventory tracking by project, the material availability is calculated considering:

  • The project and task referenced on the work orders, and

  • The project and common inventory on-hand of the component items

View and Assess Material Assignment Priority

The Material Availability Assignments page helps you view and assess the material assignments in two separate tabs.

On the Work Orders tab you can view the list of recommended work orders in the order of the assignment priority. After the work orders are identified by the background process, the assignment priority is assigned to the work orders based on the unique rule sequence you defined for the various attributes of the work orders.

On the Materials tab you can view the various work orders that require materials and the corresponding availability and shortages pertaining to the materials. It must be noted that you can't run the Calculate Material Availability background process from the Materials tab.

After the assignment priority is associated with the work orders on completion of the background process, the following attributes are displayed:

  • Available-to-Transact Quantity: The on-hand quantity of a material that's available for transaction in the subinventories and that has material status as nettable in the organization.

  • Projected Available Quantity: The quantity of material available based on the work order assignment priority as defined by you.

  • Open Quantity: The quantity of a material which is pending for issue against the final assembly of a work order.

  • Allocated Quantity: The quantity of a material that's allocated to a work order during the picking process when a movement request is created for a work order operation item.

  • Picked Quantity: The quantity of a material that's picked when the pick slip is confirmed and is issued either directly to the work order or is moved to the staging subinventory.

  • Shortage Quantity: The difference of open quantity and projected available quantity of a material.

    Material shortage quantity = Open quantity - (Projected Available quantity + Allocated quantity - Picked quantity)

  • Materials Available: This is a visual indicator that shows you if materials are completely available, partially available, or not available at the work order level. This is derived from the required quantity and shortage quantity of materials.

  • Expected Supplies: In case of shortages, you can view the expected supplies of materials against various supply documents. The documents include purchase requisitions, purchase orders, interorganization transfers, transfer orders, and work orders.

The following three tables provide an explanation of how the calculation is derived for these various quantities:

This table shows you the calculation logic before the material pick release action has taken place. The available to transact quantity for the materials box, processor, and storage unit in the manufacturing organization M1 is 100 Ea. The allocated and the picked quantity is 0 for the materials.

Work Order Work Order Item Start Quantity Assignment Priority Material Available-to-Transact Projected Available Open Quantity Allocated Quantity Picked Quantity Shortage Quantity Material Available

WO1

Server1

70

1

Box

Processor

Storage Unit

100

100

100

100

100

100

70

70

70

0

0

0

0

0

0

0

0

0

Available

WO2

Server1

40

2

Box

Processor

Storage Unit

100

100

100

30

30

30

40

40

40

0

0

0

0

0

0

0

0

0

Partially Available

This table shows you the calculation logic for when the materials for the Work orders WO1 and WO2 are pick released but are yet to be pick confirmed. In this case, the available to transact quantity is depleted by the allocated quantity for the component. So the total allocated quantity for box is 70+30=100. The available to transact quantity is 100-100=0.

The shortage quantity for the material box for WO1 is 0 if (projected quantity + allocated quantity - picked quantity) is greater than or equal to the open quantity.

The shortage quantity for box for WO2 = open quantity - (projected available quantity + allocated quantity - picked quantity) which is 40-(0+30+0)=10 Ea

Work Order Work Order Item Start Quantity Assignment Priority Material Available-to-Transact Projected Available Open Quantity Allocated Quantity Picked Quantity Shortage Quantity Material Available

WO1

Server1

70

1

Box

Processor

Storage Unit

0

0

0

0

0

0

70

70

70

70

70

70

0

0

0

0

0

0

Available

WO2

Server1

40

2

Box

Processor

Storage Unit

0

0

0

0

0

0

40

40

40

30

30

30

0

0

0

10

10

10

Partially Available

This table shows you the calculation logic for when the materials for the Work orders WO1 and WO2 are pick released and also pick confirmed. In this case, the available to transact quantity is incremented with the picked quantity for the materials. So for the material box for WO2, the shortage quantity = open quantity - (projected quantity + allocated quantity - picked quantity) which is 40-(30+30+30)=10 Ea.

Work Order Work Order Item Start Quantity Assignment Priority Material Available to Transact Projected Available Open Quantity Allocated Quantity Picked Quantity Shortage Quantity Material Available

WO1

Server1

70

1

Box

Processor

Storage Unit

100

100

100

100

100

100

70

70

70

70

70

70

70

70

70

0

0

0

Available

WO2

Server1

40

2

Box

Processor

Storage Unit

100

100

100

30

30

30

40

40

40

30

30

30

30

30

30

10

10

10

Partially Available

You can then manually adjust the work order material assignments based on your assessment of which materials are more critical for work orders of higher priority.

Force Assign and Force Unassign Materials

You can manually change the material assignments from the list of prioritized work orders in the Work Orders tab.

You can force assign materials to a work order, which has a material shortage. The application reassigns materials by taking materials that are assigned to work orders of lower priority to satisfy the material requirement of a higher priority for which you're force assigning materials.

Similarly, you can force unassign materials from a work order, for which materials are either completely or partially available. The application reassigns the materials by taking materials from the work order you force unassigned, and assigns them to work orders which have a material shortage.

For an organization that's enabled for inventory tracking by project, you can force unassign project-specific inventory currently assigned to a work order. The unassigned components are assigned to other work orders considering the project and task details and the User from common item attribute for components.

Note: When you force assign a work order, the materials are taken from work orders in the descending order of assignment priority. When you force unassign a work order, the materials are released to work orders in the ascending order of assignment priority.

The following table illustrates an example of such a scenario:

Work Order Assignment Priority Action Taken Material Available Result

WO1

4

Force Assign

Partially Available

Materials are unassigned from WO2, WO3, and WO4 respectively to fulfill the shortage required for the manufacturing of an assembly for the work order WO1.

WO2

3

Not applicable

Partially Available

Material quantity assigned to this work order is unassigned first by the application when you select force assign for WO1. As shortage isn't yet satisfied, it keeps moving down the list of work orders.

WO3

2

Not applicable

Partially Available

Material quantity assigned to this work order is unassigned second by the application when you select force assign for WO1. As shortage isn't yet satisfied, it keeps moving down the list of work orders.

WO4

1

Not applicable

Completely Available

Material quantity assigned to this work order is unassigned third by the application when you select force assign for WO1. Now shortage is satisfied for WO1.

While changing the material assignment, you can preview the changes affecting the selected work order and other impacted work orders that are prioritized or lowered in priority. A visual indicator of reassigned materials is also displayed in the list of work orders once you implement your changes.

Change Status of Work Orders

You can either change status of a single work order or status of multiple work orders in the Work Orders tab after you have previewed the material assignments and adjusted your changes accordingly.

Select one of the following mass actions to change status of multiple work orders simultaneously:

  • Release: Release the prioritized work orders with all critical materials available to the shop floor for execution.

  • Release and Pick Materials: Release the prioritized work orders and initiate the scheduled process for picking of materials that are required for the production on the shop floor.

  • Unrelease: Unrelease the previously released work orders if they're of a lower priority.

  • Hold: Place work orders with material shortages on hold until expected supplies are available in inventory.

  • Cancel: Cancel work orders which are no longer required in your organization.

How Shortage Quantity Is Calculated

On the Manage Material Availability Assignments page in the Work Execution work area, you can view the assignment priority sequence of all work orders in your organization. You can also view the various work orders that require material and the corresponding availability and shortage pertaining to the material.

The following is the calculation logic for shortage quantity of a material:

Shortage quantity = Open quantity - (Projected available quantity - Allocated quantity - Picked quantity)

Direct Procurement of Materials for Work Orders

Overview of Direct Procurement of Materials

You can procure materials directly for work order operations. You can do the following:

  • Initiate the creation of a purchase requisition against a work order operation to manually procure items that are required to execute a specific work order operation.

  • View the list of items procured for work order operations in a work order and the purchasing document details.

  • Initiate corrective actions required to manage the purchased items, such as returning materials to suppliers or receiving and correcting receipt or return quantities. These actions can be initiated from the work order itself.

  • Display purchased items for work orders in production reports and transaction history.

  • Analyze purchased items for work orders in Oracle Transactional Business Intelligence (OTBI) which displays the analysis of purchased items for work orders.

In your organization, there might be a scenario where you need to ensure that you can make certain unplanned parts or items that are required for work order completion. Select the work order using the Manage Work Orders task, and in the Edit Work Order page, you can view the details of the purchased items for each operation. You can also click the Review Purchased Item Details action to navigate to the page to review the purchasing and receipt details of items that are procured for the work order.

If your organization is set up as a maintenance organization in the Manage Plant Parameters page in the Setup and Maintenance work area, you can also select the Create Requisitions action and navigate to the self-service page in Procurement to shop and create requisitions for items that you want to directly purchase for a work order. You can track the requisition, purchase order, and receipt details of items procured for your maintenance or manufacturing work orders on the Purchased Item Details page.

Note: In your maintenance organization, if the Allow Direct Purchases for Work Orders parameter is set up, you will be able to create requisitions for items that you want to directly purchase for a work order. For a maintenance organization this parameter is enabled by default, and for a manufacturing organization, it is disabled by default.

The following table lists all the details that you can review and track on the Purchased Item Details page.

Attribute Description

Operation Sequence

The specific operation that you selected on the Operations tab on the Edit Work Order page.

Item

The unique number of an item that has been purchased for the work order operation. You can click on the icon beside the item for more details.

Item Description

The description of the item as defined in the item-organization setup.

Requisitioned Quantity or Amount

Total requested quantity in all approved purchase requisitions and in pending approval status for the item.

Requisition quantities in incomplete, rejected, withdrawn, canceled, and returned statuses are not considered.

Ordered Quantity or Amount

Total ordered quantity in all approved purchase order lines for the item. Only approved orders in open and closed statuses are considered.

Received Quantity or Amount

Total quantity delivered against all purchase order lines for the item. This also takes into account the quantity that is returned to supplier and to receiving.

Details

You can click on the Details icon to drill down into the purchasing and receiving details.

Review and track the items for which your organization has created requisitions on the Purchased Item Details page. You can select the Details icon beside any of the purchased item for a work order operation to further drill down into the details of purchase order lines and receipt lines.

In case there is a disparity in the requisitioned, ordered, and received quantities, you can view the Purchasing Details section to analyze the details and decide if you want to return the item to the supplier or return the item to receiving. You can take corrective actions to correct the quantity and amount if the data has been be wrongly entered.

The following table lists all the details that you can review in the Purchasing Details section:

Attribute Description

Requisition Number

You can click on the specific requisition identification number to view the requisition document.

Requisition Line

The number of the requisition line for the purchased item.

Requisition Quantity or Amount

The quantity or amount of item that was specified in the requisition.

Requisition Requested Date

Date on which your organization requested for purchase of items, as specified in the requisition document.

Requisition Status

Status of a receipt line for a purchased item. The status can be approved or pending.

Purchase Order Number

You can click on the specific purchase order identification number to view the purchase order document.

Purchase Order Line

The number of the purchase order line for the purchased item.

Purchase Order Schedule

Number assigned by the application to track multiple schedules for the purchase order line

Purchase Order Quantity or Amount

Quantity or amount of item that was specified for the single line in the purchase order.

Purchase Order Requested Date

Date as specified on the purchase order on which the items were requested from the supplier.

Purchase Order Promised Date

Date as specified on the purchase order on which the items were promised by the supplier.

Purchase Order Status

Status of a purchase order line for the requisitioned item. The status can be closed, or open.

Received Quantity or Amount

Quantity of the purchased item that's finally delivered to you.

Supplier

Name of the supplier as specified in the purchase order, who supplies the item that has been requisitioned.

Supplier Site

Name of the supplier site as specified in the purchase order, from where the requisitioned item is supplied.

Review and track the items for which your organization has created requisitions on the Purchased Item Details page. You can select the Details icon beside any of the purchased item for a work order operation to further drill down into the details of purchase order lines and receipt lines. While reviewing the Purchasing Details, you can also click on any purchase order line and review the receipt details for that line.

The following table lists all the details that you can view in the Receiving Details section for a particular purchase order line that you have selected.

Attribute Description

Receipt

You can click on the specific receipt identification number to view the document and track the received quantities of the purchased item.

Line Status

Status of a specific receipt line for the purchase order.

Quantity

Quantity of purchased item that has been delivered and received by your organization against the purchase order.

Transaction Date

Date on which the delivery transaction was carried out.

Transacted By

Name of the person who completed the delivery transaction.

If you're not satisfied with the delivered items, you can return the items. You can also take the following actions:

  • Correct: You can correct clerical errors in delivered quantity or in returns to receiving and return to suppliers. This will correct the receipt quantity if the status is Deliver, or it will correct the returned quantity if the line status is Return to Supplier or Return to Receiving.

  • Return to Supplier: You can initiate a return of the purchased item to directly to the supplier from whom you procured the item. This can be done if the receipt line status is Deliver.

  • Return to Receiving: You can initiate a return of the purchased item to directly to the receiving department. This can be done if the receipt line status is Deliver.

Note: For amount-based purchase orders, you can only correct the amount. You can't return the item to supplier or receiving.

How You Manage Work Orders for Contract Manufacturing

Contract Manufacturing refers to scenarios where an Original Equipment Manufacturer (OEM) outsource their manufacturing process to another organization commonly known as a Contract Manufacturer (CM).

A contract manufacturing flow can be initiated either to fulfill a sales order, or as a result of implementation of supply chain planning recommendations. In either case, supply orders are created in Supply Chain Orchestration, after which Supply Chain Orchestration initiates the creation of a work order in Manufacturing, to track the progress of manufacturing at the contract manufacturer's facility. Supply Chain Orchestration sends a request to Purchasing to create a purchase order on the contract manufacturer, for the contract manufacturing service item.

In a contract manufacturing plant:

  • You can search for work orders based on purchase order header and line.

  • You cannot create a standard work order.

  • You cannot create a nonstandard order.

  • You cannot update the work order. However, for serialized assemblies, you can edit the serial numbers.

  • You cannot perform work order mass actions.

  • You cannot create a rework or a transform work order.

  • You should ensure that there is a one-to-one correlation between a contract manufacturing work order and the corresponding purchase order line.

  • You should not group multiple requisition lines into a single purchase order line.

In a contract manufacturing plant, it is recommended to set the attribute Autogenerate of Serials at Creation of Work Order at Plant Level to Yes for serialized manufacturing. When Supply Chain Orchestration creates a work order in manufacturing, the serials are automatically generated, and the generated serials are automatically written to an .xml file. This .xml file is automatically attached to the work order with attachment type To Supplier. You can view the same attachment containing the serials in the Purchase Order line.

Note: You cannot import contract manufacturing work orders using the FBDI template or through REST services.
Note: Process work orders for contract manufacturing are currently not supported.

How You Import Discrete Work Orders

Work order import is a method of creating and updating work orders through the user interface. You can use the cloud import framework to import the work order using spreadsheets. You can also provide the descriptive flexfields information during the work order import. To import discrete work orders using the cloud import framework, you can download and use the WorkOrderTemplate.xlsm.template. The .xlsm template organizes the work order information in the following tabs:

  • Instructions and CSV Generation: The procedure to import work orders using the .xlsm template.

  • Import Batch: The batch identifies the group of work orders that are being imported.

  • Work Order Headers: The work order header information is identified uniquely by a header number within a batch. You can import work orders across plants within a batch.

  • Work Order Operations: You can optionally specify work order operation information against the batch code and header number.

  • Work Order Operation Materials: You can optionally specify work order operation item information against the batch code, header number, and operation sequence.

  • Work Order Operation Resources: You can optionally specify work order operation resources information against the batch code, header number, and operation sequence.

  • Work Order Serial Numbers: You can optionally specify product serial information against the batch code and header number for serial-tracked work orders.

  • Work Order Operation Resource Instances: You can optionally specify work order operation resource instances information against the batch code, header number, and operation sequence.

  • Material Lots, Serials, Lots and Serials: Applicable only for rework work orders

Work orders can be imported in batches using create and update modes either by providing the basic work order header details or by providing the complete details of work order header, operation requirements, resource requirements, component requirements, and serial details.

The following table lists the various modes of import that enable you to create or update work orders:

User Preference Header Action Operations Action Items and Resources Action Serials Action High-Level Considerations

To create work order with header only (standard work order or nonstandard work order with work definition)

CREATE

Not Applicable

Not Applicable

Not Applicable

You must specify the following with other necessary details:

Work Definition details

Allow Explosion =Y

Scheduling method = DEFAULT_SCHEDULER

To create work order with header and details, and to allow the scheduling engine to determine the dates.

CREATE

CREATE

CREATE

ASSOCIATE_SERIAL

You must specify the following with other necessary details:

Work Definition details (for Standard work orders)

Allow Explosion = N

Scheduling method = DEFAULT_SCHEDULER

To create work order with header and details with dates specified.

CREATE

CREATE

CREATE

ASSOCIATE_SERIAL

You must specify the following with other necessary details:

Work Definition details (for Standard work orders)

Allow Explosion = N

Scheduling method = NO_SCHEDULING

To update the work order.

UPDATE

CREATE, UPDATE

CREATE, UPDATE

ASSOCIATE_SERIAL, DE_ASSOCIATE_SERIAL

Not Applicable

Tip: If the Plant parameter Automatically associate serial numbers during work order import is enabled during import, the serials are automatically generated and associated for serial-tracked work orders.

You can create, update, and query for a work order using a REST API.

The successfully imported work orders as well as the errors if any are displayed in the Schedule Process output.

Correct Work Orders for Import

You can use the Correct Work Orders and Transactions for Import task in the Work Execution work area to view all the file-based data import records that resulted in errors, and you can also export them into ADFdi spreadsheets to correct the errors. After you have corrected the errors in ADFdi, you can upload the spreadsheet to resubmit the records that returned errors for processing.

Note: You can use this task to correct errors only for transaction records where the mode of import was file-based data import. You cannot correct errors for import transaction records created through REST API.

Follow these steps to correct the errors and resubmit the completed data for work order import:

  1. In the Work Execution work area, select the Correct Work Orders and Transactions for Import task from the Tasks panel.

  2. Use the filters to search for specific import transaction entries. You can use a combination of the following filters to search for the work orders import transactions:

    • Select the import transaction type as Work orders import.

    • Search for the unique batch code identifier of your import batch.

    • Search for the transaction based on the batch status. If the batch completed but has some errors that you must redress, you can search with Completed with errors. If the batch is still in process due to server failure or any other application error, you can search with In process.

    • Search for the transaction record based on the request identifier of the corresponding import work orders scheduled process.

  3. The search results displays a list of all the relevant import transaction records. Click Manage in Spreadsheet to initiate the correction process through ADFdi.

  4. The Work Orders Import ADFdi has separate worksheets for its various attributes. You can manually correct the errors and then set the batch status of the individual rows to Ready.

  5. After you have corrected all the errors and saved the statuses as ready, click Upload to resubmit the corrected records for processing. You have to upload each worksheet individually.

  6. You can refresh your search on the Correct Work Orders and Transactions for Import or search on the basis of the batch status as Ready to view if the corrected records were successfully processed.

Note: For more information about file-based data imports to import or update legacy and other data into Supply Chain Management Cloud from external applications, refer to the File-Based Data Import for Oracle Supply Chain Management Cloud Development Guide.
Note: Correct work orders for import is supported for both discrete and process manufacturing.

How You Import Process Work Orders

Work order import is a method of creating and updating work orders through the user interface. You can use the cloud import framework to import the work order using spreadsheets. You can also provide the descriptive flexfields information during the work order import. To import work orders using the cloud import framework, you can download and use the ProcessWorkOrderTemplate.xlsm template. The .xlsm template organizes the work order information in the following tabs:

  • Instructions and CSV Generation: The procedure to import work orders using the .xlsm template.

  • Import Batch: The batch identifies the group of work orders that are being imported.

  • Work Order Headers: The work order header information is identified uniquely by a header number within a batch. You can import work orders across plants within a batch.

  • Work Order Operations: You can optionally specify work order operation information against the batch code and header number.

  • Work Order Operation Resources: You can optionally specify work order operation resources information against the batch code, header number, and operation sequence.

  • Work Order Operation Resource Instances: You can optionally specify work order operation resource instance information against the batch code, header number, and operation sequence.

  • Work Order Serial Numbers: You can optionally specify product serial information against the batch code and header number for serial-tracked work orders.

  • Work Order Operation Resource Instances: You can optionally specify work order operation resource instances information against the batch code, header number, and operation sequence.

  • Work Order Operation Materials: You can optionally specify work order operation item information against the batch code, header number, and operation sequence.

  • Work Order Operation Outputs: You can optionally specify work order operation output information against the batch code, header number, and operation sequence.

How You Close Work Orders

You can periodically close work orders after they have been executed by using the Close Work Orders program. Through this program, you can select multiple work orders using parameters such as work order number, dates, status, and items. The successfully closed work orders as well as the errors if any, are displayed in the scheduled process output. You cannot make any further updates to closed work orders.

Note: You cannot update the closed date for work orders when you close them using the scheduled process.

How You Create Configured Item Work Orders

Configure to Order (CTO) is the process of ordering and fulfilling configured products. Configured products are either procured or made to order, and can result in back-to-back purchase orders, drop ship purchase orders, back-to-back internal material transfers, or back-to-back production orders. Typically, Supply Chain Orchestration creates the work order for the parent Assemble to Order (ATO) model configuration. Work orders for child ATO model configuration are created by Supply Chain Planning.

A work order is created based on the configured item work definition. A configured item work definition is created dynamically by taking the base Assemble to Order (ATO) model work definition, selected options, Transactional Item Attributes (TIA), and applicability rules as entries. When the application automatically creates work orders for the configured items in the CTO flow, the application considers the primary ATO Model work definition. You can manually create work orders for a configured item, and you can choose any particular work definition of the related ATO model for work order creation.

Features of work execution and manufacturing execution, such as manually creating work orders in the user interface, are also available for configured items work order.

When configuring the order in Oracle Fusion Configurator, you can select and enable Transactional Item Attributes (TIA). The TIA based applicability rules defined in the ATO model work definition determine the operations to be included in the configured item work definition.

Configured item work orders and manufacturing execution user interfaces display the TIA information, if TIA application scope is enabled for Configuration Matching and Manufacturing Execution. The TIAs can be viewed for information purposes in:

  • Work Order Header

  • Work Order Operation

  • Detail Complete-Product User Interface

When you create a work order either manually (through the user interface, web services or bulk load), or automatically (by the application in a CTO flow) for a configured item, the Configuration Transactional Item Attributes selected during order configuration are displayed.

How You Create Work Orders from Automatic Work Definitions

If the work definitions your enterprise uses are created automatically, your work orders incorporate certain characteristics.

If there are changes to the item structure in future, these changes are synchronized automatically to the work definition. These changes then reflect on the standard work order.

When you create a standard work order from an automatic work definition, the work order has only one operation, which is the standard operation selected as the default for the automatic work definition. All of the item structure components are assigned to this default standard operation.

The work definition effective date as displayed on the Create Standard Work Order dialog box determines which components are effective in the item structure on that date, and those are the components that are included as work order operation items.

Considerations for Creating Work Orders from Planning With Alternate Resources and Substitute Components

In your enterprise, there can be a scenario where your supplier is unable to deliver components timely, or there is an unexpected breakdown of a critical equipment resource. In such cases, Oracle Fusion Supply Chain Planning can create recommendations for alternate resources and substitute components from the work definition to support the execution of a standard work order.

When planning recommends alternate resources and substitute components for work orders, the following points must be considered:

  • Components are replaced with their substitutes at the first level, and not at the phantom level.

  • Resources are replaced with the alternates at the first level, and not at the phantom level.

  • The required quantity of the substituted component is calculated based on aggregated yield if the same component is repeated at multiple levels.

  • A standard item can only be substituted with another standard item.

  • The replacement of alternate resources is always a full replacement.

  • The replacement of substitute components can be a partial replacement.

Use the Manage Supplier Operations page in Work Execution work area to manage and execute supplier operations in outside processing. It lists the quantities at supplier operations (with operation type Supplier) by the dispatch statuses in a tabular format. This format has several visual cues highlighting the records that require attention.

The Manage Supplier Operations page serves as a single place for production supervisors to perform the following tasks:

  • Report operation transactions by quantity or serial number associated with the work orders at a supplier.

  • Report component usage at a supplier operation by quantity or serial number.

  • Review work order details.

  • Print work order traveler and product labels.

  • Review supplier operation details.

  • Review supplier operation exceptions.

  • Report production exception at a supplier operation.

You can access the Manage Supplier Operations page by selecting the Manage Supplier Operations task in action panel tab in the Work Execution work area.

Note: You can access the Manage Supplier Operations page only if the role assigned to you has the Manage Supplier Operations privilege. For more information about privileges, refer to the Oracle Supply Chain Management Cloud Security Reference for Manufacturing and Supply Chain Materials Management guide.

Using the search feature in the Manage Supplier Operations page, you can do the following:

  • You can search for the supplier operations by using the most commonly used search attributes such as work order, status, start date, completion date, item, serial, purchase order, purchase order line, purchase order schedule, receipt number, and outside processing item.

  • You can use the application default search that retrieves the supplier operations which have quantities in In Process and Ready status. By default the records are sorted by the earliest completion date.

  • You can also create and use a personalized saved search.

  • You can configure the search to run automatically every time you sign into the application.

Note: When querying for supplier operations based on start date or completion date, shift times are interpreted by the application in the plant time zone. However, named dates such as Today, Yesterday, and so on are interpreted in the user time zone.

Using the Manage Supplier Operations Page

The Manage Supplier Operations page displays work order operation records

The following table lists all the attributes of a supplier operation along with their descriptions:

Field Description

Quantity

Refers to the quantity of the work order operation in a specific dispatch status.

UOM

Represents the unit of measure of the quantity being manufactured.

Status

Represents the current dispatch status of quantities at any specific supplier operation, such as In Process, Ready, Completed, Scrapped, or Rejected.

Item

Refers to the item on the work order that must be manufactured.

Item Description

Refers to the description of the item that must be manufactured.

Work Order

Refers to the work order number suffixed with the operation sequence. The work order number is displayed as a link that enables you to navigate to the work order page to review the work order details.

Operation Name

Refers to the name of the operation.

Attachments

The Attachments icon is conditionally displayed beside the work order operation. The attachments from the following entities are displayed in separate tabs when you click the Attachments icon:

  • Work order

  • Work order operation

  • Work order operation material

In addition, the attachments from the following are also displayed in separate tabs for work orders which are reserved as supply to back-to-back sales orders for standard and configured items:

  • Sales order header

  • Sales order line

If you're a production operator, you can also add new work order operation attachments from the dispatch list.

Exceptions

The Exceptions icon is conditionally displayed beside the work order operation. The following information is presented to you in a separate tab when you click the Exceptions icon:

  • Exception Number

  • Exception Type

  • Description

  • Severity

  • Operation Sequence

  • Exception Status

  • Reported On

  • Reported By

You can close an exception by selecting a row. You can also click on a specific exception number to drill into that exception and edit the exception.

Start Date

Refers to the scheduled start date and time of the work order operation.

Note: The start date and time is displayed and with a warning icon if it's past due and the corresponding quantity is in Ready dispatch status.

Completion Date

Refers to the scheduled completion date and time of the work order operation

Note: The completion date and time is displayed and with a warning icon if it's past due and the corresponding quantity is in Ready or Reject dispatch status.

Priority

Refers to the work order execution priority.

Customer

Refers to the customer name on the sales order to which the work order is reserved as a supply. If there are multiple customers, then the page displays Multiple instead of the individual customer names.

Report Material Transactions

Refers to the functional icon to navigate to the Report Material Transactions page to manually report the material used at a supplier operation.

Report Resource Transactions

Refers to the functional icon to navigate to the Report Resource Transactions page to manually report resources used at a supplier operation.

Supplier

Refers to the supplier name on the related outside processing purchase order. If the operation is outsourced to more than one supplier, then the page displays Multiple instead of the individual supplier names.

Supplier Site

Refers to the supplier site on the related outside processing purchase order. If the operation is processed at more than one supplier site, then the page displays Multiple instead of the individual supplier site names.

Outside Processing Item

Refers to the outside processing item that's associated with the supplier operation.

Review Supplier Operation Details

Refers to the functional icon to navigate to the Review Supplier Operation Details page to review purchasing, shipping and receiving details related to the supplier operation and take supplier operation actions.

For any specific record displayed in the Manage Supplier Operations page, you can do the following:

  • Report operation transactions at a supplier operation by quantity or serial number at a supplier operation by expanding the record and using the Quick Complete or Complete with Details action.

    Note: Operation transactions can be reported only if the role assigned to you has the Report Operation transactions privilege associated to it. For more information on reporting operation transactions at a supplier operation, refer to the Report Operation Transactions topic in the Execute Production chapter.
  • Print work order traveler and product labels by selecting the option from the Action menu.

  • Review the related work order details by clicking the work order link.

  • Review production exceptions if any, for a supplier operation if any by clicking on the exceptions icon displayed beside the work order and operation sequence.

  • Report material usage at a supplier operation by clicking the report material transaction icon.

  • Report resource usage at a supplier operation by clicking the report material transaction icon.

  • Review the supplier operation details by clicking the review supplier operation details icon.

  • Report a production exception by selecting the option from the Action menu.

Oracle Manufacturing Cloud enables you review the related details for a supplier operation in the Review Supplier Operation Details page. You can access the Review Supplier Operation Details page by clicking any of the following:

  • Supplier Operation Details action for a supplier operation in the Work Order Operations tab.

  • Review Supplier Operation Details functional icon in the Manage Supplier Operations page.

  • Supplier Operation link of a supplier operation in the Exception tab.

Note: You can access the Review Supplier Operation Details page only if the role assigned to you has the Review Supplier Operation Details privilege. For more information on privileges, refer to the Oracle Supply Chain Management Cloud Security Reference for Manufacturing and Supply Chain Materials Management guide.

The Review Supplier Operation Details page does the following:

  • Displays purchasing, shipping, and receiving details related to a supplier operation.

  • Provides links to review additional details of purchase orders, shipments, and receipts.

The Review Supplier Operation Details page also provides several actions to manage supply side exceptions in outside processing. These actions are conditionally enabled and allow you to do the following:

  • Create Purchase Requisition: Using this action, you can reinitiate purchase requisition creation to create supply for the deficit quantity in case of supply failures.

  • Correct, Correct Overreceipt, Return to Supplier, and Return to Receiving: Using these actions you can handle issues related to the quality and the quantity of the goods that are delivered to, or returned from manufacturing.

How You Manage Demand and Supply Side Changes in Outside Processing

Demand side changes in outside processing refer to changes to a work order with supplier operations, or as a result of reporting transactions at a count point operation prior to the supplier operation which impacts the associated purchasing and shipping documents.

The following table details the demand side change events and the corresponding actions that are automatically initiated or performed by users to handle such changes:

Event Actions

Work order quantity change

The work order quantity changes are propagated to the Oracle Fusion Purchasing by automatically requesting Oracle Fusion Supply Chain Orchestration to create or update purchase requisitions for the differential quantity.

Work order quantity increase:

The Purchase Requisition Trigger plant parameter determines how work order quantity increase is propagated for supplier operations:

  • If the Purchase Requisition Trigger plant parameter is set to Work order release, then a purchase requisition is created for the differential work order quantity for all the supplier operations of the work order.

  • If the Purchase Requisition Trigger plant parameter is set to Prior operation completion and if the first count point operation of the work order is a supplier operation, then a purchase requisition is created only for the first supplier operation for the differential work order quantity.

In the above cases, if a requisition creation fails, the failed record can be viewed and resubmitted from Supply Chain Orchestration.

Work order quantity decrease:

The Purchase Requisition Trigger plant parameter determines how work order quantity decrease is propagated for supplier operations:

  • If the Purchase Requisition Trigger plant parameter is set to Work order release, then the purchase requisitions or purchase orders belonging to all the supplier operations of the work order are updated to reflect the reduced work order quantity.

  • If the Purchase Requisition Trigger plant parameter is set to 'Prior operation completion' and if the first count point operation of the work order is a supplier operation, then the purchase requisition or purchase order belonging to it is updated to reflect the reduced work order quantity.

In the above cases, if change propagation fails, a supplier operation exception is logged.

Work order status change

Work order release:

When a work order is updated to Released status for the first time or if the work order is directly created in Released status, purchase requisitions are automatically created for the work order quantity based on the Purchase Requisition Trigger plant parameter setting. This is done by automatically requesting Supply Chain Orchestration.

  • If the Purchase Requisition Trigger plant parameter is set to Work order release, then purchase requisitions are created for the work order quantity for all the supplier operations of the work order.

  • If the Purchase Requisition Trigger plant parameter is set to Prior operation completion, and if the first count point operation of the work order is a supplier operation, then a purchase requisition is created for the work order quantity only for the first supplier operation. When a work order in Canceled or Closed status is subsequently updated to Released status, purchase requisitions are automatically triggered only for the eligible 'not executed' quantity.

In all the above cases, if a requisition creation fails, the failed record can be viewed and resubmitted from Supply Order Orchestration.

Work order unrelease:

A work order is allowed to be updated to Unreleased status from Released status or On Hold status (when Released date is populated) or Closed status or Canceled status only if there is no purchase requisition or purchase order, or any pending purchase requisition creation requests for any of the supplier operations on the work order.

Work order cancellation:

When work order is updated to Canceled status for reasons such as upstream demand cancellation, a warning message is displayed if any open purchase requisition or purchase order or any pending purchase requisition creation requests exist for any of the supplier operations on the work order.

If the user decides to proceed with the status change, then a request is automatically sent to Supply Chain Orchestration to cancel the purchase requisitions or purchase orders or any open shipments created for the supplier operations on the work order.

If the change propagation fails, a supplier operation exception is logged.

Work order closure:

When work order is updated to Closed status for reasons such as upstream demand cancellation or decrease in demand, a warning message is displayed if any open purchase requisition or purchase order or any pending purchase requisition creation requests exist for any of the supplier operations on the work order.

If the user decides to proceed with the status change, then a request is automatically sent to Supply Chain Orchestration to cancel the purchase requisitions or purchase orders or any open shipments created for the supplier operations on the work order.

If the change propagation fails, a supplier operation exception is logged.

Work order supplier operation date changes

When the supplier operation completion date is either moved in or moved out due to changes in upstream demand, then a request is automatically sent to Supply Chain Orchestration to propagate the changes in the associated purchasing documents in cases where purchase request has been initiated but the requested quantity has not yet been fully received, that is, receipt quantity is less than purchase order requested quantity.

If the change propagation fails, a supplier operation exception is logged.

Requested delivery date calculation logic:

The requested delivery date for supplier operations is calculated while creating and updating the associated purchasing document using the following logic:

  • If the supplier operation is the either the first or an intermediate operation of the work order, then the requested delivery date is determined by subtracting the postprocessing purchase lead time (in days) of the outside processing item from the next operation's start date.

  • If the supplier operation is the last operation of the work order, then the requested delivery date is determined by subtracting the postprocessing purchase lead time (in days) of the outside processing item from the completion date of the supplier operation.

  • During the above scenarios, if the calculated need-by-date is less than the current date, then the need-by-date is passed as the current date.

Overcompletion

When the quantity is over completed at the first count point operation, the following is applicable:

If the Purchase Requisition Trigger plant parameter is set to Work order release, then a request is automatically sent to Supply Chain Orchestration to create purchase requisitions for all the supplier operations of the work order by an amount equivalent to the over completed quantity.

If the Purchase Requisition Trigger plant parameter is set to Prior operation completion, then a request is automatically sent to Supply Chain Orchestration to create a purchase requisition only for the first supplier operation in sequence by an amount equivalent to the over completed quantity.

In the above cases, if requisition creation fails, the failed records can be viewed and resubmitted from Supply Chain Orchestration.

Scrap at prior count point operation

When a quantity at any count operation prior to a supplier operation is scrapped, the following is applicable:

If the Purchase Requisition Trigger plant parameter is set to Work Order Release, then a request is automatically sent to Supply Chain Orchestration to decrease the quantity on existing purchase orders for the supplier operation and all the subsequent supplier operations by an amount equivalent to the scrapped quantity.

If the change propagation fails, a supplier operation exception is logged.

Reversal of scrap at prior count point operation

When a scrapped quantity is reversed to ready at any count operation prior to a supplier operation, the following is applicable:

If the Purchase Requisition Trigger plant parameter is set to Work Order Release, then a request is automatically sent to Supply Chain Orchestration to create purchase requisitions for the supplier operation and all the subsequent supplier operations for an amount equivalent to the scrapped quantity that is reversed to ready.

In the above cases, if requisition creation fails, the failed records can be viewed and resubmitted from Supply Chain Orchestration.

Reversal of completion at prior count point operation

When a completed quantity is reversed to ready at a count operation immediately prior to a supplier operation, the following is applicable:

If the Purchase Requisition Trigger plant parameter is set to Prior operation completion, then a request is automatically sent to Supply Chain Orchestration to decrease the quantity on existing purchase order for the supplier operation by an amount equivalent to the completed quantity that is reversed to ready. Subsequent supplier operations for which the supply creation is not yet initiated will not be impacted.

If the change propagation fails, a supplier operation exception is logged.

Supply side changes in outside processing refer to the changes to an outside processing purchase order in Oracle Fusion Purchasing. These also include supply issues related to quality and quantity of goods in outside processing that are received from or returned to the supplier.

The following table details the supply side change events and the corresponding actions that are automatically initiated or performed by users to handle such changes:

Event Actions

Purchase order quantity change

When the quantity on an outside processing purchase order is reduced due to supplier's inability to supply the requested quantity, Supply Chain Orchestration listens to the change event and communicates the details to Manufacturing. A supplier operation exception is automatically logged.

A production supervisor reviews the supplier operation exception, navigates to the Review Supplier Operations page and triggers creation of a purchase requisition for the deficit quantity by clicking on the 'Create Purchase Requisition' action and specifying the required quantity, suggested supplier, and supplier site.

Purchase order status change

When an outside processing purchase order is canceled due to supplier's inability to supply the requested quantity, Supply Chain Orchestration listens to the change event and communicates the details to Manufacturing. A supplier operation exception is automatically logged.

A production supervisor reviews the supplier operation exception, navigates to the Review Supplier Operations page and triggers creation of a purchase requisition for the deficit quantity by clicking on the Create Purchase Requisition action and specifying the required quantity, suggested supplier, and supplier site.

Purchase order requested delivery date change

When the need-by-date of an outside processing purchase order is moved out due to supplier's inability to supply on the requested date, Supply Chain Orchestration listens to the change event and communicates the details to Manufacturing. A supplier operation exception is automatically logged.

A production supervisor reviews the supplier operation exception, and takes appropriate action such as rescheduling the supplier operation to complete at a later date, or cancel the existing purchase order and create a new purchase requisition and a purchase order on a different supplier.

Overreceipt

In cases where the quantity received is more than the quantity requested on an outside processing purchase order, a production operator can use the Correct Overreceipt action in the Review Supplier Operations Details page to correct the overreceipt quantity.

Return to supplier

In cases where quantities need to be returned to the supplier for reasons such as bad quality, a production supervisor can use the 'Return to Supplier' action in the Review Supplier Operations Details page to return the quantities to the supplier.

Return to receiving

In cases where quantities need to be returned to the receiving for reasons such as bad quality, a production supervisor can use the Return to Receiving action in the Review Supplier Operations Details page to return the quantities to the supplier.

Receipt and return corrections

In cases where quantities that were received or returned need to be corrected for reasons such as wrong data entry, a production supervisor can use the Correct action in the Review Supplier Operations Details page to return the quantities to the supplier.

Note: You must use the Review Supplier Operations page to correct or return quantities after they are delivered to manufacturing. If you use the file-based data import process or web service to correct or return quantities after they are delivered to manufacturing, you must ensure that the requisite quantity exists in Ready status in the work order operation.

How You Enable Audit Trail for Manufacturing Work Orders

If you're an application administrator, you can enable audit trail for manufacturing work orders to comply with the US Code of Federal Regulations (CFR 21 Part 11) for electronic record and electronic signature requirements. By doing so, you let your internal and external auditors have more visibility of the work order change history.

Here's the list of work order entities for which you can enable audit trail:

  • Work order

  • Work order operation

  • Work order operation material

  • Work order operation resource

  • Work order operation resource instance

  • Work order operation material lot

  • Work order operation material serial

  • Work order product serial

  • Work order operation output

What happens when you enable audit trail:

  • The work order updates if any, are automatically tracked in the audit tables.

  • The audit records capture the attributes that got updated. The records also capture the old and new values for each update, the date of the update, and the user who performed the update.

  • You can search the change history for a specific work order.

Here are the different modes of updates which are supported for audit trail:

  • Work order create and update actions are performed in the Manage Work Order page.

  • Work order update action is performed in the Edit Work Order page.

  • Work order create and update actions are performed through work order REST services.

  • Work order update actions are performed through the FBDI process, SCO, and work order transactions.

Here's the list of work order attachments for which you can enable audit trail in the Manage Audit Policies Setup for Work Orders page:

  • Work order

  • Work order operation

  • Work order operation material

  • Work order operation resource

  • Work order operation output

In addition, you can enable audit trail for the project manufacturing attributes in the Manage Audit page.

Synchronization to IoT Production Monitoring

How you Synchronize Discrete Work Orders

After you have set up your integration with IoT Production Monitoring Cloud, discrete work orders are synchronized in real time using a push mechanism. This synchronization ensures that the latest information in the manufacturing cloud is available in IoT Production Monitoring on a real time basis.

You must synchronize the Equipment and Labor Resources and Resource Instances to IoT Production Monitoring before synchronizing the work orders. As a part of work order synchronization, these entities are synchronized.

  • Product

  • Work Order Header

  • Work Order Operation

  • Work Order Operation Resource

  • Work Order Operation Resource Instance

As a part of the work order synchronization process, Product item is synchronized first.

When you create or update a work order, header information, such as work order number, expected production quantity, status, dates, and so on are synchronized in IoT Production Monitoring.

When you create, update, or delete a work operation, the corresponding operation information is synchronized in IoT Production Monitoring.

When you create, update, or delete a work operation resource, the corresponding resource information is synchronized in IoT Production Monitoring.

When you assign or delete a work operation resource instance, the corresponding changes are synchronized in IoT Production Monitoring.

After work order information and resource instance assignments are synchronized, IoT Production Monitoring can automatically report operation completion transactions using sensor data connected to the machines.

Note: Synchronization of process work orders is currently not supported.

How You Manage Synchronization Errors

After you have set up your integration with IoT Production Monitoring Cloud, data is continuously synchronized from manufacturing to IoT Production Monitoring. There may be instances of technical errors when sending information to IoT Production Monitoring, such as environment instance is down, login credentials have changed, network error, and so on. There may be also instances where IoT Production Monitoring can't process the synchronization for reasons, such as a dependent entity like resource instance is missing, a technical server error and so on. In all such cases, you will be able to complete your task in manufacturing without interruption while the application will automatically track the synchronization errors separately in the background.

Review Synchronization Errors

You can view the summary count and review details of errors encountered during synchronization using the Monitor and Resubmit IoT Synchronization Errors user interface. You can then take corrective actions to resolve the source of errors.

Resubmit Synchronization Errors

You can process the errors manually by selecting specific records and resubmit them for synchronization using the Monitor and Resubmit IoT Synchronization Errors user interface. You can also automatically reprocess errors at regular intervals by running the Synchronize with IoT Production Monitoring cloud scheduled process in the Error Reprocessing mode.