8Reports and Analytics

This chapter contains the following:

How You Manage Work Definition Reports

You can access a work definition report from the Work Definition work area task panel. You can also access it from the Manage Work Definitions page. Using the Actions menu, you can print the work definition report in .pdf format instantly from the Manufacturing user interface in the following two ways:

  • Manage Work Definitions page: Click the work definition version for which the report is to be generated.

  • Edit Work Definition page: Generate a report for the edited version.

Additionally, from the work area task panel, the Scheduled Process Submission user interface for the report enables you to generate reports for various parameters. You can also access work definition report for multiple work definitions through a scheduled process.

A work definition report enables you to do the following:

  • Provide the option for offline review, to ensure that the work definition has been set up correctly.

  • Enable exchanging discrete work definition information offline, for example, with the contract manufacturer.

In a contract manufacturing organization, the work definition report has key milestone operations. The report is configured by default to print in a format most suitable for a Contract Manufacturer such as printing only milestone operations. This option is enabled by checking the Count Point Only indicator for the Operations. The report is attached to the Blanket Purchase Agreement and is communicated to the contract manufacturer.

The submission of the scheduled process can be performed through the Print Work Definition Report task in the Work Definition work area task panel.

Prebuilt reports are available in manufacturing and provide you with specific information for a given entity. The following are the work definition and work order reports available in manufacturing:

  • Components List report

  • Work Order Traveler report

  • Product Label report

You can use the report to review the available details about work orders. You can also view, save, and print these reports.

You can access work orders from the Manage Work Orders page through the Print to PDF action. You can also access work order reports such as Print Components List and Print Work Order Traveler for multiple work orders through the separate scheduled processes available in the Work Execution work area. Another way to access the Print Work Order Traveler and Print Labels reports is from the Review Dispatch List page.

The Print Components List feature provides you the ability to generate and print the components list for the work order. It provides you the flexibility to view, save and print the report. As a production supervisor, you can print the components list during the production process when reviewing and managing the work orders.

As part of the components list report, details such as subinventory, locator, operation sequence, name, work center, required quantity, Unit of Measure (UOM), basis, supply type, required date are printed. In addition, details of the work order such as work order number, description, product, status, start and completion dates, quantity, project number, task number, and UOM are displayed.

In addition, details of the work order such as work order number, description, product, status, start and completion dates, quantity, and UOM are displayed.

The components list report is printed in the following ways:

  • Select the required work order in the Manage Work Orders page and select the Print Components List action in the Print to PDF Table menu.

  • Select the Print Components List to generate report in .pdf format.

  • Select the Plant Parameters Configurability option to choose a user-defined template. This can be done through the Print Components List program by selecting multiple work orders using parameters like work order number, dates, product, work center, status, and component required dates.

  • The list of components shown in the report can be grouped by work order and work center, sorted by subinventory and components.

After the successful completion of the scheduled process, the report is generated in .pdf format.

The scheduled process is launched for the selected work orders. The parameters for the scheduled process are:

  • **From Work Order

  • **To Work Order

  • **From Work Order Start Date

  • **To Work Order Start Date

  • **Work Order Product

  • **Item Category

  • Work Center

  • Work Order Status: Default is blank. The other statuses are Unreleased, Released, On Hold, Canceled, Completed, and Closed. In addition, the user-defined statuses of the work order are displayed.

  • From Component Required Date

  • To Component Required Date

  • Project Number (if the organization is tracked by project)

  • Task Number (if the organization is tracked by project)

  • Group By: Values are Work Order and WorkOrder/Work Center

  • Sort By: Values are Subinventory and Component

At least one of the fields marked ** must be entered.

Note: You have an option to enter Submission Notes before you submit the components list for printing.
Note: The .pdf format is available for you to print the document on a local printer.

Assess Reports to Pick Materials for Work Orders

To ensure material-tracking and timely availability of materials to the staging area of production, you can initiate the Pick Materials for Work Orders scheduled process in the Work Execution work area. After the scheduled process runs and completes successfully, you can view the generated reports in the Scheduled Processes work area.

Follow these steps:

  1. In the Scheduled Processes work area, search for Pick Materials for Work Orders. You can also use the Process ID as the basis for your search.

  2. In the Search Results area, click the Attachment in the Log and Output area after the status of the scheduled process displays as succeeded

  3. Search for Print Materials Worker for the Work Orders which is a subordinate scheduled process. It displays the following information:

    • Scheduled process parameters

    • Movement request number

    • Details of work order

    • Operation number

    • Required date for the materials

    • Required quantity of materials

    • Previously picked quantity of materials

    • Remaining quantity for allocation

    • Allocation quantity

    • Unit of measure for materials

    • Error message if there are some materials that cannot be allocated due to shortage

  4. Search for Print Movement Request Pick Slip which is another subordinate scheduled process. It displays the following information:

    • Scheduled process parameters

    • Number of work orders selected

    • Number of work orders allocated for pick release

    • Number of work orders not allocated for pick release

    • Pick slip number

    • Movement request number

    • Source subinventory

    • Destination subinventory

    • Work order number

    • Operation sequence

    • Work area

    • Work center

    • Number of subordinate scheduled processes and their process identifiers

    Note: The Print Movement Request Pick Slip Report is generated only if you had selected the Print pick slip parameter check box before submitting the picking request.

If you have the required access to the Inventory work area, you can select the Manage Movement Requests task and use the details in the Print Movement Request Pick Slip Report to query for your movement requests. The following details are common for all work order material picking movement requests:

  • Movement Request Type: Shop floor

  • Transaction Type: Work in Process Pick

In the Inventory work area, you can also select the Confirm Pick Slip task and query your pick slip based on the work order type and the work order number. You can then enter the picked quantity, select the pick slip lines, and perform the confirm pick slip action.

The picked quantity of the material is either directly issued to the work order or is transferred to the destination subinventory.

After you have assessed all the reports in the Scheduled Processes work area, and performed the Confirm Pick Slip action in the Inventory work area, you can check if the allocated quantity and the picked quantity values are updated for a work order operation.

The allocated quantity is updated and displayed when the movement request is created for the work order operation item. The picked quantity is updated and displayed when the pick slip is confirmed. You can view the updated values for these quantities on the following pages:

  • Edit Operation Items tab on the Edit Work Orders page

  • Material Availability Details tab on the Manage Material Availability Assignments page.

The Work Order Traveler or shop packet is a set of documents associated with a work order that travels with the subassembly as it moves through the routing in the shop floor. It usually consists of the following information to assist you to complete the work order:

  • Work order information

  • Product serial information

  • Configuration transactional item attributes

  • Work definition details

  • Work order operations, materials, resources and resource instances

  • Reservation against sales orders

  • Project and task number(if the organization is tracked by project)

  • Attachments which can be of the following types:

    • Work order

    • Work order operation

    • Work order operation resource

    • Work order operation material

    • Work Order Operation Output (for process manufacturing work orders)

    • Sales order header

    • Sales order line

You can use the Print Work Order Traveler feature to print the work order traveler during production execution. The work order traveler contains work order details such as work order information, work definition details, work order operations, materials and resources, and reservations and attachments. For serialization enabled operations, the work order traveler also consists of product serial numbers.

In Manufacturing, you generate the work order traveler from the following pages:

  • From the dispatch list by selecting the required work orders, and starting the action Print Work Order Traveler. The scheduled process is launched for the work order in the selected row.

    You can select only one row at a time from the dispatch list. So the traveler can be printed only for a single work order at a time.

  • From the Overview page by clicking the link Print Work Order Traveler.

    This will open up the user interface to submit the scheduled process. You can print travelers for multiple work orders from here. Each work order traveler is in a separate .pdf.

  • From the Manage Work Orders page by selecting the required work orders, and selecting the action Print Work Order Traveler.

The scheduled process is initiated for the selected work orders. The parameters for the scheduled process are:

  • Work Method

  • **From Work Order

  • **To Work Order

  • **From Work Order Start Date

  • **To Work Order Start Date

  • Work Order Type: Default is All. Options are Standard and Nonstandard

  • **Work Order Product

  • **Item Category

  • Work Order Status: Default is blank. The other statuses are Unreleased, Released, On Hold, Canceled, Completed, and Closed. In addition, the user-defined statuses of the work order are displayed.

  • Project Number (if the organization is tracked by project)

  • Task Number (if the organization is tracked by project)

  • Include Attachments: Default is Yes. The possible attachment types are:

    • Short text

    • Long text

    • Image File

    • URL

    • File attachments

At least one of the fields marked ** must be entered.

You can start the background process Print Work Order Traveler if you create the work order traveler from the mentioned pages.

The Work Order Traveler template can be configured to include additional attributes. The attributes from work order header, work definition, work order operations, work order product serial, work order reservations, work order Transactional Item Attributes (TIA) values, and attachments can be added to the work order traveler. These sections exist in the default template. You can remove any unwanted sections or add more attributes in some sections if these attributes are available in work order.

Note: Only one work order template is applicable for one organization. All travelers are printed with the same template. Multiple templates for the same organization aren't supported.

The Print Product Label feature enables you to print product labels during production execution. Users can print product labels during the production process when reviewing work orders, reviewing the dispatch list, and reporting operation transactions.

The product label is printed in the following ways:

  • Select the work order in the Manage Work Orders page, and click the Print Label action in the Print to PDF Table menu.

  • Select the work order serials in the Serial tab of the Work Order page, and click the Print Label action in the table Actions menu.

  • Select the work order operation in the Review Dispatch List page, and click the Print Label action in the table Actions menu.

  • Select the work order operation in the Manage Supplier Operations page, and click the Print Label action in the table Actions menu.

  • While reporting operation transactions, select the Print Label check box in the Product Details page.

  • While reporting output items, select the Print Label check box.

The product label printing is determined by the selection of the Print product labels using external applications plant parameter:

  • If the Print product labels using external applications is unchecked, the labels will be printed in native PDF rendering. The label content is generated in .pdf format based on the template layout specified in the Default Label Layout Template plant parameter. If a template isn't specified at the plant level, the template specified in the report definition of the BI publisher configuration is used for all plants. The .pdf format is automatically downloaded to the browser, and you can print the document on a local printer. As part of the predefined product label template, label content for the product such as item number, item description, work order number, and quantity are printed. For serialization enabled operations, product serial numbers are also printed. The label template can be modified to include additional attributes from item definition, work order, operation transaction, serial number, and lot number.

    Note: The operation transaction attributes are included in the label content only when the label is printed when reporting operation transactions.
  • If the Print product labels using external applications is checked, native printing functionality into PDF is suppressed and a print product label business event is generated. External printing applications can listen to the business event to generate labels externally

OTBI for Oracle Fusion Manufacturing

Oracle Transactional Business Intelligence (OTBI) offers you real time, self-service reporting directly from Oracle Fusion Manufacturing. It is a dynamic reporting layer built keeping the business user in mind.

OTBI analysis can be created and viewed using Reports and Analytics from the panel drawer of the Work Execution work area within Manufacturing or using the native BI Analytics (Answers) application. The Reports and Analytics option can also be accessed from the Navigator by selecting it from Tools on the Home page.

If you have been assigned the Production Supervisor role by your enterprise, you can automatically access the manufacturing-related OTBI subject areas. The analysis can be performed only for those organizations that you have access to.

OTBI provides the following Manufacturing subject areas, which you can use to build modified analysis. These subject areas are:

  • Manufacturing - Work Order Performance Real Time

  • Manufacturing - Material Usage Real Time

  • Manufacturing - Resource Usage Real Time

  • Manufacturing - Actual Production Real Time

  • Manufacturing - Production Exceptions Real Time

  • Manufacturing - Purchased Item Usage Real Time

The previously mentioned subject areas support analysis of both in-house manufacturing and contract manufacturing-related work orders, their execution transactions, and operation start or stop metrics.

The dimensions and facts in these subject areas provide you visibility to work order management and work execution transactions.

You can use the common dimensions provided in the previously mentioned subject areas to cross join information between Manufacturing and subject areas belonging to other products such as Order Management, Inventory, Shipping and so on. For example, you can use the component item name information from manufacturing and join the on-hand balance information from inventory to create an analysis which provides visibility of work order components availability.

The following predefined transactional analysis samples are provided for your use:

  • Cycle Time Performance: Can be used to analyze average total cycle time in addition to queue, run, and idle time components.

  • Work Orders Scheduled Today: Can be used to analyze work orders scheduled in your plant for the current date of the application.

Note: You can edit the predefined sample analyses provided to you and you can also create your own transactional sample analysis.

The following section explains each of the subject areas in detail.

Manufacturing- Work Order Performance Real Time

This subject area provides real time information about work order execution and operation cycle times. Some of the metrics in this subject area are:

  • Quantity metrics related to work order, reservations, and work execution

  • Count metrics related to work order

  • Aging metrics of work order

  • Operation cycle time metrics

  • Supplier operation metrics

A few of the cross-subject area analysis that you can perform in this subject area are:

  • Analyze demand details using the Order management - Fulfillment Line Real Time subject area for back-to-back sales orders where work order is the supply

  • Analyze product on-hand balances

  • Analyze receipt and shipment details of supplier operations

The descriptive flexfields supported in this subject area are:

  • Work order header descriptive flexfields

  • Work order operations descriptive flexfields

  • Work order operations transactions descriptive flexfields

  • Product serial descriptive flexfields

  • Product serial attributes descriptive flexfields

  • Work Center descriptive flexfields

  • Work Area descriptive flexfields

Manufacturing- Material Usage Real Time

This subject area provides real time information about component usages in work execution. You can analyze component lot number and component serial number information either independently or with parent serial number. Some of metrics in this subject area are:

  • Planned, actual, and variance quantity

  • Issued and returned quantity

  • Negative issued and negative returned quantity

  • On hand balances of components

A few of the cross-subject area analysis that you can perform in this subject area are:

  • Analyze demand details using the Order management - Fulfillment Line Real Time subject area for back-to-back sales orders where work order is the supply

  • Analyze component on-hand balances

  • Analyze manufacturing transactions for a project and task

The descriptive flexfields supported in this subject area are:

  • Work order header descriptive flexfields

  • Work order operations descriptive flexfields

  • Work order operation material descriptive flexfields

  • Component serial descriptive flexfields

  • Component serial attributes descriptive flexfields

  • Component lot descriptive flexfields

  • Component lot attributes descriptive flexfields

  • Work Center descriptive flexfields

  • Work Area descriptive flexfields

Manufacturing- Resource Usage Real Time

This subject area provides real time information about resource usages in work execution. Some of the metrics in this subject area are:

  • Planned quantity usage

  • Actual quantity usage

  • Usage quantity variance

  • Usage quantity variance percentage

The descriptive flexfields supported in this subject area are:

  • Work order header descriptive flexfields

  • Work order operations descriptive flexfields

  • Work order operation resource descriptive flexfields

  • Work order resource transactions descriptive flexfields

  • Work Center descriptive flexfields

  • Work Area descriptive flexfields

  • Resource descriptive flexfields

  • Equipment Resource Instance descriptive flexfields

  • Labor Resource Instance descriptive flexfields

Manufacturing- Actual Production Real Time

This subject area provides real time information about work order completion transactions. In case of process manufacturing, the output items can be yielded from any operation. You can use product dimension to analyze discrete manufacturing and output dimension to analyze process manufacturing. You can also analyze product lot number and product serial number information that was completed into inventory. Some of the metrics in this subject area are:

  • Completion quantity

  • Return quantity

  • Expected output quantity

  • Actual output quantity

  • Open quantity

Some of the cross-subject area analysis that you can perform in this subject area are:

  • Analyze demand details using the Order management - Fulfillment Line Real Time subject area for back-to-back sales orders where work order is the supply

  • Analyze Product on-hand balances

  • Analyze manufacturing transactions for a project and task

The descriptive flexfields supported in this subject area are:

  • Work order header descriptive flexfields

  • Product serial descriptive flexfields

  • Product serial attributes descriptive flexfields

  • Product lot descriptive flexfields

  • Product lot attributes descriptive flexfields

Manufacturing- Production Exceptions Real Time

This subject area enables you to create an analysis which provides visibility of production exceptions logged in your plant. Some of the metrics in this subject area are:

  • Counts of open and closed exceptions

  • Aging metrics for open exceptions

  • Cycle time of closed exceptions

  • Impacted work order operation metrics

The descriptive flexfields supported in this subject area are:

  • Work order header descriptive flexfields

  • Work order operations descriptive flexfields

  • Product serial number descriptive flexfields

  • Product serial attributes descriptive flexfields

Manufacturing - Purchased Item Usage Real Time

This subject area enables you to create an analysis which provides visibility of the purchase lifecycle of items procured directly against a work order. Some of the metrics in this subject area are:

  • Quantities and Amounts for requisitions, purchase orders

  • Quantities delivered, returned or corrected

The descriptive flexfields supported in this subject area are:

  • Work order header descriptive flexfields

  • Work order operations descriptive flexfields

  • Work center descriptive flexfields

  • Work area descriptive flexfields