6Execute Production

This chapter contains the following:

Oracle Fusion Manufacturing offers several features that facilitate the work order based and orderless production executions for discrete manufacturing. For process manufacturing, work order based execution is supported. The production reporting is simplified by enabling you to report the production transactions in just two clicks. You can also use the scanning devices for easy reporting.

If you have the role of a production operator and the required privileges, you can use the Work Execution work area to complete all tasks related to production execution.

For work order-based execution, you can use the dispatch list that provides all the information that a production operator requires to perform the tasks. You can use the dispatch list to report the material, operation, and resource transactions from one single location. You can review the work order details and attachments and print the work order travelers and product labels. For process work orders you can also report output transactions. You can also initiate inspections from the dispatch list for a work order operation.

You can report the material and resource usages automatically or manually. The material and resource transactions can be reported based on the work order requirements or actual usage. The serial tracked manufacturing supported for discrete manufacturing enables you to report material and operation transactions by product serials that are associated with the work order. The lean manufacturing is supported by enabling you to report orderless production activities without creating any work orders in discrete manufacturing. The orderless transactions are reported by referencing a discrete work definition. You can review the work order based and orderless transactions that are reported by the shop floor personnel. For process work orders the output items can be reported automatically or manually in any operation.

The import feature is supported by enabling you to import the material, resource, operation, and orderless transactions using the file-based data import infrastructure. You can use the predefined macro enabled spreadsheet templates for performing an import. Additionally, the external applications can record the material and operation transactions in Oracle Fusion Manufacturing by using the publicly available web services. You can also import output transactions for process work orders. There are separate FBDI templates that you can use to import material and operation transaction for discrete and process work orders.

You can automate operation completion transactions of a discrete manufacturing work order in real-time by integrating with IoT Production Monitoring Cloud. The shop floor data collected by the IoT devices connected to the equipment resource instances of a work order operation can be used to automatically report completed and rejected quantities of operation transactions.

Use the Review Dispatch List task in the Work Execution work area to view the work order operations to be worked on for a selected work area and one or more work centers. The dispatch list shows the in-house count point and optional operations of the released and completed work orders. It lists the quantities by the dispatch statuses in a tabular format with several visual cues highlighting the records that require attention.

The dispatch list serves as a single place for production operators to perform the following tasks:

  • Report operation transactions by quantity or serial number associated to the work orders

  • Report material transactions by quantity or serial number

  • Report resource transactions

  • Report output transactions (for process manufacturing)

  • Enter inspection details

  • Review work order details

  • Print work order traveler and product labels

Note: The dispatch list doesn't display operations of the type Supplier.

You can access the Review Dispatch List page by clicking any of the following in the Overview page in Work Execution work area:

  • Review Dispatch List task in action label tab in the Work Execution work area.

  • Ready, Complete, Reject, and Scrap segments of the ring chart in the Operations Scheduled versus Actual infolet.

  • Past Due, Scrap, or Reject count in the Operations infolet.

Note: You can access the Review Dispatch List page only if the role assigned to you has the Review Dispatch List privilege. For more information on 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 review dispatch list page, you can do the following:

  • You can search for the work order operations by using the most commonly used search attributes such as work method, work area, work center, status, work order, start date, completion date, item, and serial. In contract manufacturing plant, you can also search based on the purchase order and purchase order line.

    Note: Work method is part of the Advanced Search feature and not the basic search and is available only for process manufacturing organizations.
  • You can use the application default search that retrieves the work order operations assigned to all the work centers belonging to the first work area in an alphabetic order (ascending) and have quantities in Ready status. By default the records are sorted by the earliest completion date.

  • For process manufacturing-enabled organizations, the dispatch list supports an advanced search option. You can query work orders based on work method of Discrete Manufacturing or Process Manufacturing or both if you don't select any value from the work method drop-down list. However, there is no option as Both in the drop-down list. You can also use various search criteria for existing attributes in the advanced search.

  • 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.

To generate the dispatch list for a specific work center every time you sign into the application, create a personalized saved search and set it as default to run automatically.

Tip: When querying the dispatch list 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.

You can query for a dispatch list using a REST API.

Using the Dispatch List:

The following table shows how the dispatch list displays work order operation records in a tabular format:

Column 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 operation, such as Ready (that's, to be worked upon), Completed, Scrapped, or Rejected. This also represents the optional operations.

Work Order

Refers to the work order number suffixed with the operation sequence. The work order number is shown as a link that enables you to navigate to the work order page to review the work order details.

Attachments

The Attachment 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

  • Work order operation resource

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 Type

  • Exception Status

  • Exception Number

  • Severity

  • Operation Sequence

  • Description

  • 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.

Item

Refers to the item on the work order that needs to be manufactured.

Work Center

Refers to the work center in which the operation is processed.

Start Date

Refers to the scheduled start date and time of the work order operation.

Note: The start date and time is displayed 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 with a warning icon if it's past due and the corresponding quantity is in Ready or Reject dispatch status.

Start or stop operation

Refers to start and stop times for the work order operation.

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. The icon is enabled only if the role assigned to the user has the Report Material Transactions privilege associated to it.

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. The icon is enabled only if the role assigned to the user has the Report Resource Transactions privilege associated to it.

Priority

Refers to the work order execution priority.

Operation Name

Refers to the name of the operation.

Item Description

Refers to the description of the item that needs to be manufactured.

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 dispatch list displays Multiple instead of the individual customer names.

Report Output Transactions

Refers to the functional icon to navigate to the Report Output Items to manually report output items for a process manufacturing work order. The icon is enabled only if the role assigned to the user has the Report Operations Transactions privilege associated to it.

Report Inspection Details

Refers to the functional icon to navigate to the Report Inspection Results to initiate ad hoc inspection for a work order operation. This icon for inspection is provided in all organizations, both discrete and process manufacturing.

Work Method

Refers to the value populated based on the organization you have selected. If you select a manufacturing organization, you will see a list of two work methods, Discrete Manufacturing and Process Manufacturing.

Purchase Order Header

Refers to the purchase order header number associated with the contract manufacturing work order.

Purchase Order Line

Refers to the purchase order line number.

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

For any specific record displayed in the dispatch list, you can do the following:

  • 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.

  • Report operation transactions by quantity or serial number at a count point operation by expanding the record and using the Quick Complete or Complete with Details action.

    Operation transactions can be reported only if the role assigned to the user has the Report Operation transactions privilege associated to it. Operation transactions can't be reported at an optional operation.

  • Report material transactions by quantity or serial number by clicking the report material transactions functional icon.

    If the plant parameter Material Reporting Level for Serialization Operations is set to Item Serial, material reporting is enabled for each item serial.

  • Report resource transactions by clicking the report resource transactions functional icon.

  • Report output items for process manufacturing work orders by clicking the report output transactions functional icon.

  • Report inspection results by clicking the report inspection details functional icon.

  • Indicate start or pause for the operation by clicking the start or pause icon.

    If the plant parameter Capture Level for Serialization Operations is set to Item Serial, you can indicate start or pause for each item serial by clicking the start or pause icons for the respective item serial.

As a production operator, you can search for an order on a dispatch list and complete the work order and its operations using the Quick Complete action.

Video

Watch: In this tutorial, how as a production operator, you can search for a work order and complete a standard discrete manufacturing work order and its operations using the Quick Complete action. The content of this video is also covered in this text topic.

Procedure

Here's how you can use the Quick Complete action and complete a standard discrete manufacturing work order and its operations. Using the Quick Complete action, you can complete a work order in just two clicks.

  1. Navigate to the Work Execution work area.

  2. On the Overview page, click the Tasks pane.

  3. Select the Review Dispatch List link.

    The dispatch list displays released work orders with operation quantities in various statuses.

  4. On the Review Dispatch List page, enter the search criteria for the fields and click Search.

    • Work Area assigned to you and its related Work Center.

    • Select the Ready status.

    • Work Order for which you want to perform the transaction.

  5. Select and expand the work order operation for which you want to complete the work order and its operations.

    The quantity to be completed, defaults to the ready quantity.

  6. Click Quick Complete.

    You can complete a work order using Quick Complete in two clicks.

    The simple Quick Complete action initiates background processes that backflush materials, charge resources, and perform work order costing.

    You have now completed the first work order operation and the quantity after completion moves to the next operation.

  7. To complete multiple work order operations one by one, select and expand the next count point operation in the work order.

  8. Click Quick Complete.

    You have now completed the next work order operation.

    Now, the work order no longer appears in the dispatch list in the Ready status because the work order operations for this work order are now completed.

  9. In the search region, select the Complete status and click Search.

    The work order for which you completed the work order operations now appears in the dispatch list.

  10. Select the work order operation that you completed.

  11. Click the selected work order link to review its work order details.

    On the Edit Work Order page, you can see the work order status is Completed on the General Information tab.

  12. Click the Operations tab.

    You can see that the work order operations and its quantities are now set to the Completed status.

Now, you have searched, and completed a standard discrete manufacturing work order and its operations using the Quick Complete action.

Production Exceptions

One of the key execution capabilities that Oracle Fusion Manufacturing offers is that you can report and manage production exceptions. As a production operator or the production manager, you can report the problems that occur on the shop floor. These might be problems that can affect the smooth progress of a work order and are thus reported as production exceptions.

You can also associate other work orders to a particular exception. These might be work order operations that are impacted by the problems. For example, if 3 work orders use a particular component which is in short supply, an exception can be reported and all 3 work orders can be associated to it.

All users having the production supervisor role and required access to the manufacturing plant will be notified about the production exception.

After an exception has been reported, you can review the exceptions if you have the role of a production supervisor. You can also take specific actions to resolve the problems and then close the exception. You can collaborate with all interested stakeholders using the Oracle Social Network and resolve the exception accordingly.

An exception can be reported when progress can't be made on a particular work order due to problems like shortage of a particular component. The following are the types of production exceptions reported in a plant:

  • Work Area

  • Work Center

  • Resources

  • Components

  • Miscellaneous

  • Supplier Operations

Note: Exceptions for supplier operations are automatically reported by the application. You can't manually report an exception for a supplier operation.

The manufacturing issue types are predefined and you can't extend these predefined issue type values.

The process of reporting exceptions will fail in these scenarios:

  • If Issue Types corresponding to Production Exception is set to the User-defined or Inherited from Parent options, the process of creating them will fail. So, ensure that you use these settings only for legacy data import, if at all. It is recommended to always set them to Sequence-generated.

  • If additional mandatory fields have been added to quality issue through the application composer.

You can create or report an exception if you're a production operator or a production manager in a manufacturing plant.

To create an exception, follow these steps:

  1. Navigate to the Work Execution work area.

  2. On the Overview page, click the Tasks panel.

  3. Select the Review Dispatch List link.

  4. Select the work order operation against which you want to report an exception.

  5. Click Actions menu and select the option Report Production Exception.

  6. Enable the Report Production Exception transaction.

A separate window opens where you can select the Exception Type from a list. If you select Resource as the exception type, the application automatically populates the Resource field only if there is one resource associated with the particular work order operation. Additionally, you can also select the resource instance if it's mentioned in the work order. The application dynamically displays the attribute based on the exception type you choose.

Note: As a production operator, you can report an exception with or without reference to a particular work order operation. Additionally, you can associate the same exception to other impacted work order operations.

Exception notifications are sent by default to users who have Edit or View Exception privileges, and who have the Data Role of the plant in which the exception was reported.

Note: Exceptions of type Supplier Operation are automatically generated. You can't manually create them.

As a production supervisor you can review an existing exception that has been reported by the production manager. You can also choose to associate other work order operations to that exception which might be impacted by the problem. For this, you must be in the Work Execution work area.

For organizations tracked by project, you can search production exceptions by Project Number and Task Number and report the exceptions. Project and Task Numbers are also displayed for the impacted work order operations and in the Production Exception Notification.

To associate work order operations to an open exception, follow these steps:

  1. On the Overview page, scroll over to the Taskspanel and select Manage Production Exceptions.

  2. Click the Open Exceptions infotile which gives you a list of all exceptions reported in your manufacturing plant.

  3. Select an exception from the list to which you want to associate work order operations. This directs you to a separate Exceptions tab.

    This tab displays additional information regarding the exception such as its type, status, description, and so on.

  4. Move to the Impacted Work Order Operations area and click the Add icon. This opens a dialog box Search for Work Order Operations.

  5. Search for the operation you want to associate with the exception. Click the Add button.

  6. The Impacted Work Order Operations area is automatically populated with details about the operation that you have added. Click the Save and Close button at the header of the page.

You can now choose to collaborate with all the stakeholders through the Oracle Social Network to resolve the exception. For this click the Social icon at the header of the page. You can add the work order operation on which you want to act as the social object and start a conversation.

Note: For more information about how to use the Oracle Social Network to collaborate and accomplish such tasks, refer to Chapter 6: Social Network in the Oracle Applications Cloud Using Common Features guide.

When you receive a notification about an exception, as a production supervisor you can navigate to the Manage Production Exceptions page in the Work Execution work area and view the reported exceptions. You can also search for various work orders and review if they have any exceptions associated with them or not.

Analyzing Infotiles Related to Exceptions

There are a set of different infotiles which provide you various aspects of information about the open exceptions.

They're as follows:

  • Open Exceptions: This infotile shows you the total number of open exceptions you can act upon.

  • Exception Type: This infotile groups the exceptions by the type such as component shortage, resource problems and so on. It is depicted in the form of a pie chart.

  • Reported On: This infotile groups the exceptions by the various shifts during which they were reported.

  • Severity: This infotile groups the exceptions by the level of criticality such as high or low.

You can click any one of these infotiles to drill down further into the problem and get more information regarding the exception and associated work orders.

Identifying Exceptions for Work Order Operations

In the Review Dispatch List table, you can easily locate which of the work orders have exceptions associated with them. An icon is displayed beside the work order operation. When you hover over the icon, it shows the number of open exceptions. If you click the icon, it takes you to the Exceptions tab of the work order.

As a production supervisor you can also navigate to the Manage Work Orders page to search for the work orders which have exceptions associated with them. You can search for a particular work order here and if the icon is situated beside the work order in the Search Results area, you can follow the same steps to drill down further.

You can go to the Edit Work Orders page and select the Operations tab. If you open the Edit Operation Items, you find the same icon displayed beside the components that have associated with them. These are the components that have some shortage and are in turn affecting the progress of the work order operations they're a part of.

Note: You can't edit exceptions of type Supplier Operation.

Closing Work Order Exceptions

As a production supervisor, once you have assessed all the open exceptions that were notified to you, you can now choose to close the exceptions that have been resolved. You can either close the entire exception or only one or a few work order operations associated with the exception.

On the Overview page of the Work Execution work area, select the task Manage Production Exceptions from the Tasks panel. If you drill down to the Open Exceptions infotile, you get a list of all open exceptions. You can choose to select the Close Exception button here by selecting a particular exception from the list. This closes the exception for all the work order operations associated with it.

You can also close an exception in the Exceptions tab. If you select an exception you're directed to the Exceptions tab. You can set the Exception Status to Closed by selecting that option from the list. Before closing an exception, you can also set the status of the work order to On Hold. After an exception is resolved, you can set the work order status to Released and then close the exception.

You can also close the exception only for particular work order operations and not on the whole. In the Exceptions tab, move to the Impacted Work Order Operations area. Select all the work order operations for which you have resolved the exception. Click the Close Exception button at the header of the table. Save and Close your changes.

Note: A work order consists of several operations. You associate an exception not to the whole work order but to certain operations which might be impacted by the exception. When an operation is deleted from a work order during the process of production, the application automatically disassociates the exceptions from that operation.
Tip: You can manually close exceptions of type Supplier Operation.

Overview of Electronic Signatures and Electronic Records for Production Exception Closure

You can enable the ability to capture electronic signatures and generate electronic records in a deferred mode while closing a production exception.

To capture electronic signatures and generate electronic records for Production Exception Closure in an organization, you need to set up the following:

  • Enable E-Signature for Production Exception Closure as Required for the Organization. Follow these steps:

    1. In the Setup and Maintenance work area, go to the following:

      • Offering: Manufacturing and Supply Chain Materials Management

      • Functional Area: Facilities

      • Task: Configure Electronic Signature Preferences

    2. Enable the E-Signature for Production Exception Closure transaction.

  • Configure the Business Process Rules to Determine the Approvers for Production Exception Closure. Follow these steps:

    1. In the Setup and Maintenance work area, go to the following:

      • Offering: Manufacturing and Supply Chain Materials Management

      • Functional Area: Facilities

      • Task: Manage Task Configurations for Supply Chain Management

    2. Define approval rules for Production Exception Closure.

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

When you enable electronic signatures and electronic records for Production Exception Closure, the process to generate electronic records and capture electronic signatures is initiated in a deferred mode when you submit a production exception for closure in the following ways:

  • From the Manage Production Exceptions page: On the Manage Production Exceptions page, click on the Open Exceptions infolet to display all open production exceptions. Select the specific production exception you want to close. Click the Close Exception button. You can also select more than one production exception.

  • At the header level from the Edit Exception page: For a specific exception, on the Edit Exception page, you can change the Exception Status from Open to Closed and save the exception.

  • At the Work Order Operation level from the Edit Exception page: On the Edit Exception page, in the Impacted Work Order Operations area, select the specific Work Order Operation you want to close. Click the Close Exception button. You can also select more than one Work Order Operation.

  • From the Edit Work Order page, Exceptions tab: On the Edit Exception page, in the Impacted Work Order Operations area, select the specific Exception you want to close. Click the Close Exception button. You can also select more than one Exception.

  • From the Supervisor Mobile Application: On the Work Order Exception page, you can submit an exception for closure using the Close action. On the Impacted Work Order Operations page, select the specific Work Order Operation you want to close and submit the Exception for closure using the Close action. You can also select more than one Work Order Operation and more than one Exception to close.

The E-record for a Production Exception contains information about the following:

  • Exception Information

  • Attachment Details

  • Impacted Work Order Operations

Note: If multiple exceptions are submitted for closure through a single action, then the process to generate electronic records and capture electronic signatures is initiated for every production exception that's submitted for closure.

When you submit a production exception for closure, the status of the exception is set to Pending Approval for Closure.

Notifications are sent to other approvers who can access them through bell notifications in the Oracle Cloud application. Approvers can review the electronic records before adding their electronic signature, enter their comments, indicate their approval or rejection and sign the electronic record by entering their password. The status of the exception remains as Pending Approval for Closure until all approvals are completed. Depending upon the outcome of the approval, the production exception is either closed or is set back to open status.

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

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

Operation Transactions

You can manually report the progress at a work order operation level by reporting operation transactions. You can report operation transactions such as complete, scrap, and reject from ready status at the in-house count point operation from the Review Dispatch List page in the Work Execution work area. You can report operation transactions, such as complete, scrap, or reject from the ready status at the supplier operation from the Manage Supplier Operations page in the Work Execution work area.

For in-house operations, a quantity or serial is placed in ready status when the work order is released and the operation is the first count point operation in sequence, or the quantity is completed at the prior count point operation when the operation is an intermediate or last operation in sequence. Discrete manufacturing has only one output, which is the last stage of the work order. Process manufacturing can have multiple outputs and can be at any stage. You can view the outputs for an operation in the process manufacturing work order. You can specify multiple output items as products or by-products for an operation. One of the output items in the work order is a primary output. The other output items are products or by-products. Process manufacturing work orders don't have serial tracked operations.

For supplier operations, a quantity or serial is in in-process status when the work order is released and the supplier operation is the first operation in sequence, or the quantity is completed at the prior count point operation when the supplier operation is an intermediate or last operation in sequence. The in-process dispatch status represents quantities at supplier operations that have been completed at the prior count operation, but haven't yet been received from the supplier after processing. Operation transactions can't be reported when the quantity or serial is in in-process status. After receiving and delivering to manufacturing, the quantity at a supplier operation that's not a serial-tracked operation is automatically reported as completed. In case of a serial-tracked supplier operation, the serial is automatically placed in ready status.

Tip: Supplier operations are displayed in the Manage Supplier Operations page and can only be transacted from this page. Supplier operations aren't listed in the dispatch list.

There are two modes to manually report the operation transactions at an in-house or a supplier operation:

  • Quick Complete: You can use the quick complete mode to create the operation transactions in two clicks. This mode can be used only if the work order has all the necessary data for the transaction setup and the transaction doesn't require any additional inputs. The quick complete mode can also create multiple operation transactions to perform the complete, scrap, and reject transactions in one transaction cycle.

  • Complete with Details: You can use the complete with details mode when the transaction requires you to review and update the transaction data, such as materials consumed, resources charged, and so on. You can also use this mode when you need to provide the additional details for the transaction, such as lot and serial information for the components, supply subinventories for the components, and so on. This mode requires navigation through multiple pages but provides the flexibility to update the transaction data that's derived from the work order. In discrete manufacturing, if the transaction is an operation completion at the last operation, the product is completed to inventory. You can initiate the operation transaction for process work orders in the same way as that of discrete work orders. The process manufacturing work orders can have output items in any operation. Output items setup in work order as automatic will be automatically completed at the operation while performing complete with details. Use the complete with details mode to change the output item quantities and add and update output items or serials for process manufacturing work orders

Note: This section is applicable for operations without inspections. For operations with inspections, refer to the Manage Inspections: Explained topic in this guide.

You can perform the following operation transactions:

  • Complete a quantity in ready status at an operation.

  • Complete a quantity in ready status at the last operation and inventory the product (for process work orders, output items can be inventoried during completion of any operation).

  • Scrap a quantity in ready status at an operation. You must have the required scrap privilege to perform the transaction .

  • Reject a quantity in ready status at an operation for further review to decide on the disposition action.

  • Complete a rejected quantity if the rejected quantity is decided as acceptable.

  • Scrap a rejected quantity if the rejected quantity is decided as unacceptable. You must have the required scrap privilege to scrap quantities.

  • Complete to complete for overcompletions (allowed only in in-house count point operations).

Additionally, you can also correct any errors by performing a reverse transaction. The reverse transaction reverses the quantity transacted earlier. The forward and reverse transactions are recorded as separate transactions. The reverse transactions can be performed from the complete, scrap, or reject dispatch statuses. You can perform the following reverse transactions:

  • Reverse a completed quantity to ready at an operation.

  • Reverse the product at the last operation for discrete manufacturing work orders. (for process manufacturing work orders, it can be at any operation).

  • Reverse a scrapped quantity to ready. You must have the WIP_REPORT_SCRAP_TRANSACTIONS_PRIV privilege to perform the transaction.

  • Reverse a rejected quantity to ready.

Tip: You can't manually reverse a quantity or a serial at a supplier operation from ready to in-process status. When you return quantities to either receiving or supplier, or perform a receipt or return correction, the quantity or a serial in ready status is automatically reversed to in-process.

The operation transactions for the automatically transact operations are automatically reported when an operation transaction for the next count point operation is reported. Similarly, for the reverse transactions, the quantity is automatically reversed at the automatically transact operation if the quantity is manually reversed at the previous count point operation.

Note: The operation transactions aren't supported for optional operations.

Validate Operation Completion

If operation attribute Completions with Under Issues is set to Allow with warning and all the required materials with push supply type aren't issued, then operators will get a warning message giving them the option of whether or not they want to report the operation transaction.

If the operation attribute Completions with Under Issues is set to Don't allow, then operators won't be able report operation completions unless all the required material with push supply type are issued.

If operation attribute Completions with Open Exceptions is set to Allow with warning and if there are open exceptions, then operators will get a warning message giving them the option of whether or not they want to report the operation transaction.

If the operation attribute Completions with Open Exceptions is set to Don't allow, then operators can't report operation completions unless all the exceptions are closed.

Note: When operation attributes Completions with Under Issues and Completions with Open Exceptions are set to Allow with warning, operation transactions reported through REST will be processed with the Allow setting.

Overcompletion

The completing or scrapping of the quantity that's over the work order quantity at the first in-house count point operation in the work order operations is called overcompletion. This is supported if the work order overcompletion tolerance is setup either at work order level or at the Default Overcompletion Tolerance Percentage plant parameter. At the work order level, the overcompletion can be set up as the percentage of the work order quantity or as the absolute quantity. However, the plant parameter is used to set up a default value for overcompletion in percentage. The overcompletion set up at the work order level always overrides the overcompletion set up in the plant parameter.

Note: Overcompletions can't be reported at supplier operations.

Reporting Operation Transactions in a Contract Manufacturing Plant

In a contract manufacturing plant, when you report the completion of the last operation, the application receives the contract manufacturing service item against the contract manufacturing plant into inventory. The application then completes the last operation which backflushes the contract manufacturing service item and posts the assembly into inventory.

Note: Contract manufacturing is currently supported for only discrete manufacturing.

For successful completion of the last operation in a contract manufacturing plant, you must do the following:

  • Set up the default item transaction for inventory.

  • Set up the default supply subinventory and locator in the contract manufacturing plant. You must ensure that the subinventory and locator in the contract manufacturing plant is same as that in the default Item transaction.

  • Set the receipt routing for the purchase order as Direct.

You should not report an operation transaction for a contract manufacturing work order if it's not linked to a purchase order. Reporting an operation transaction for a contract manufacturing work order that's not linked to a purchase order will result in negative inventory of the contract manufacturing service item. You can't reverse such an operation transaction.

In a contract manufacturing plant, you can't perform the following:

  • Scrap a quantity at an operation

  • Reject a quantity at an operation

  • Reverse to Ready at the final operation

Quick Complete

The quick complete mode is available only if there's no lot or serial control enabled operation pull component in the work order operation.

Note: For process manufacturing work orders, there should not be any lot or serial-controlled output items for automatic reporting at the operation. There can be manual outputs that are lot and serial controlled and you can still quick complete at the operation.

Irrespective of the availability of the Quick Complete button, a transaction is eligible for quick complete only if:

  • There's no lot or serial numbers to be entered for the product or automatic output items. The quick complete isn't supported if the transaction has to report the product or output items that are serialized at receipt, because you're required to enter the lot or serial number.

  • There are no lot control or serial control enabled pull components to be backflushed. The backflush components can be assembly pull or operation pull. The scrap transactions that have lot-controlled or serial-controlled assembly pull components aren't eligible for quick complete.

  • If in a set of multiple transactions, if one of the transactions isn't eligible for quick complete, all the transactions will fail.

  • The default supply subinventories for all the pull components must be specified in the work order or in the Default Supply Subinventory plant parameter if there are pull components to be backflushed.

  • The default subinventory for product completion must be specified in the work order or in the Default Completion Subinventory plant parameter if the transaction is a product completion. The plant parameters Default Completion Subinventory and Default Completion Locator are mandatory plant parameters.

Note: For manufacturing plants which are enabled to track inventory by the country of origin, when completions are performed using quick complete actions, the products are completed without the country of origin. Also, the materials are backflushed without country of origin.

Complete with Details

Using the complete with details mode, you can create only one type of operation transaction at a time, that's, you can either complete or scrap or reject in one transaction. You can't perform more than one transaction type in a transaction. The quantity entered should not exceed the quantity available for transaction. The quantity available for transaction is the quantity that's available in the current dispatch status. However, if the operation is the first count point operation and if any overcompletion quantity is set up in the work order, then the total transaction quantity can exceed the quantity in the current dispatch status to the extent allowed by over completion tolerance. Overcompletion is allowed only at the first count point operation in the work order operation from Ready status.

For transactions initiated from Reject dispatch status, you will have three attributes Complete, Scrap or Reverse to Ready to complete, scrap or reverse the quantity to ready status. The user can complete or scrap or reverse a quantity to ready. The total quantity entered should not exceed the quantity in the current dispatch status.

Note: If the operation has a required inspection setup, then multiple types of operation transactions can be created. Refer to the appropriate section on Manufacturing Inspections for details.

For transactions initiated from Complete or Scrap dispatch status, you will have only one attribute Reverse to Ready to enter the quantity that's to be reversed to ready status. The total quantity entered should not exceed the quantity in the current dispatch status.

The flow for reporting an operation transaction consists of the following four train stops:

Product Train Stop

In the Product train stop, you can review the transaction. The following table lists the attributes in the Product train stop:

Field Description

Transaction Date

The date of transaction. The field is set to the current date and time. However, you can update it to a past date and time.

Attachments

The list of attachments from the work order. You can add work order operation attachments. The attachments of the following types are displayed:

  • Work order operation

  • Work order header

  • Work order operation material

  • Work order operation resource

  • Sales order header

  • Sales order line

Note: The last two attachment types are applicable only for work orders which are reserved as a source of supply for sales orders.

Available to Transact

The quantity that can be transacted with the dispatch status.

Transaction Type

The transaction type for the current transaction.

Quantity

The current transaction quantity. You can update this field up to the quantity specified in Available to Transact field. This field is read-only when you navigate back to the page from an upstream page.

Print Label

If selected, the labels will be printed as per the predefined template.

Transaction Note

The note for the transaction.

Operation Transaction Summary

The region has the following three attributes that show the current status of transacted quantity in the work order operation:

  • Complete

  • Reject

  • Scrap

Additional Information Region

The additional information region is enabled for serial-tracked and nonserial-tracked operations.

Additional Serial Information Region

The additional serial information region is enabled for serial-tracked operations.

Note: If the descriptive flexfields attributes are set up, you can add additional information for operation transactions. If serial attributes flexfields are set up, you can add additional serial information in serial-tracked operations.

For serial-tracked operations, the serial numbers previously generated and associated in the work orders are displayed in the expanded region of the dispatch list row. The transaction is initiated by selecting the check box in the dispatch status region for a serial number and then clicking the Complete with Details action. Only one serial can be transacted at a time for this action.

Backflush Materials Train Stop

The Backflush Materials train stop is displayed if the Allow Quantity Changes During Backflush plant parameter is set as Both or Material. The following table lists the attributes in the Materials train stop:

Field Description

Status

Icon to show the status whether the required attributes have been entered for the row.

Operation Sequence

Operation sequence in the work order from which the material was derived. This can be the current operation or a previous automatically transact operation.

Component

Item number of the component. Component is for discrete work order user interface.

Material

Item number of the component. Material is for process work order user interface.

Basis

Basis type as defined in the work order operation materials for the component.

UOM

Unit of measure as defined in the work order materials or in organization item definition.

Required

Required quantity as defined in the work order for nonserial-tracked items. For serial-tracked items defined in the work order, the required quantity is 1 for each row and there can be as many rows as the quantity of item required for the transaction.

To Transact

Set to required quantity for nonserial-tracked items with minimum as 1.

Component Lot Number

Lot number for the item. Component Lot Number and Component Serial Number in the discrete manufacturing user interface.

Lot Number

Lot Number in the process manufacturing user interface.

Serial Number

Serial number for the item in the process manufacturing user interface.

Country of Origin

For manufacturing plants which are enabled to track inventory by the country of origin, operators can optionally specify the country of origin from the list of countries. When the country of origin is specified, the on hand balances for the country are updated. If the country of origin isn't specified, the on hand inventory tracked without the country of origin will be updated. When the required balances aren't available, negative balances are created if the organization allows negative balances.

Additional Information Region

The additional information region is enabled for serial-tracked and nonserial-tracked operations.

Lots can be defaulted or manually entered by the user, based on the setting of the plant parameter, Lot Selection During Backflush.

  • If the parameter is set to Manual, the lots aren't defaulted and the user manually enters the lots.

  • If the parameter is set to Lot FIFO, the lots are defaulted on the basis of first in first out, using the receipt date.

  • If the parameter is set to Lot FEFO, the lots are defaulted on the basis of first expiration first out, using the expiration date.

Autotransact Resources Train Stop

The Autotransact Resources train stop is displayed only if the Allow Quantity Changes During Backflush plant parameter is set up as Both or Resources. The following table lists the attributes in the Resources train stop:

Field Description

Status

Icon to show the status whether the required attributes have been entered for the row.

Operation Sequence

Operation sequence in the work order from which the material was derived. This can be the current operation or a previous automatically transact operation.

Sequence

This is the resource sequence as in the work order operation resources.

Resource

Name of the resource.

Resource Instance

Name of the resource instance.

Resource Type

Resource type as defined in the work order resources or in resource definition.

Activity

Resource activity as defined in the work order resources or in resource definition.

Basis

Basis type as defined in the work order operation for the resource.

UOM

Unit of measure as defined in the work order resources or in organization item definition.

Required

Required quantity as defined in the work order resources.

To Charge

Set to Required quantity to make changes.

Note: Although resources can't be associated to supplier operations on a work order, you can report specific resource usages at a supplier operation from the Autotransact Resources train stop.

Inventory Train Stop

In discrete manufacturing work orders, inventory train stop is displayed only if the operation is a product completion or reverse at the last operation. For process manufacturing work orders inventory train stop is displayed for all operations. This page displays all output items setup as automatic in the work order output items.

The following table lists the attributes in inventory train stop:

Field Description

Status

Icon to show the status whether the required attributes have been entered for the row.

Output

Output item for process manufacturing work orders.

Description

Description of the output item.

Output Type

Output item type: can be product or by-product. This is for only process manufacturing work orders.

Operation Sequence Number

Operation sequence number can be the current operation sequence or the sequence number of a prior auto-transact operation.

UOM

Unit of measure for the output item quantity

Expected

Expected quantity for output based on transaction quantity, work order output quantity and the work order quantity. it's zero for ad hoc output items.

To Transact

The default transaction quantity. You can also update it to generate multiple rows for the transaction quantity. The total quantity in the rows must match the transaction quantity.

Lot Number

Lot number of the product.

Serial Number

Serial number of the product.

Subinventory

Completion subinventory as defined in the work order or in plant parameter Default Completion Subinventory.

Locator

Completion subinventory as defined in the work order or in plant parameter Default Completion Locator.

Country of Origin

For manufacturing plants which are enabled to track inventory by the country of origin, operators can optionally specify the country of origin from the list of countries. When the specific country of origin is specified, the on hand balances for the country of origin are updated. If the country of origin isn't specified, the on hand inventory tracked without the country of origin will be updated.

Additional Information Region

The additional information region is enabled for serial-tracked and nonserial-tracked operations.

  • For process manufacturing work orders, you can add and delete output items in the work order operation. You can use the icons for adding and deleting output items at the table level. There are two buttons Generate Lot and Generate Serial in the table level. They are displayed only if the item is lot or serial-controlled at receipt. For process manufacturing, the Generate Lot and Generate Serial buttons are always displayed.

  • If the product is set up as Full lot control enabled in the Product Information Management work area, you can select the required number of rows and click Generate Lot in Inventory train stop to automatically generate sequential lot numbers for your product. Generate Lot and Generate Serial buttons are always displayed for process manufacturing work orders.

  • If the product is set up as serial control enabled, and it has the serial generation attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area, you can select the required number of rows and click Generate Serial in Inventory train stop to automatically generate sequential serial numbers for your product.

Tip: You can also enter lot and serial numbers manually.

If the product is lot control enabled or serial control enabled, the additional information captures lot and serial attributes.

Note: If you have enabled Electronic Signatures and Electronic Records, you can submit the operation transaction for approval. An E-Signature page opens where you can view the status of the approval process of the operation transaction.

In this example, you can you can perform an operation transaction.

Steps to Perform for an Operation Transaction

The example discusses the steps required for completing the required quantities to inventory for a work order operation for a discrete manufacturing work order.
  1. In the Work Execution work area, verify the manufacturing organization on the page. If it is not the correct organization, click the Change Organization and set it to the required organization.

  2. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

  3. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction. You can also search for a work order in a specific status.

    The following table lists the specific values if you want to search for a work order by its status:

    Field Value

    Work Area

    Select the work area of the work order.

    Work Center

    Select the work center of the work order.

    Status

    Select the status of the work order. The valid values are: Complete, Optional, Ready, Reject, and Scrap.

    Work Order

    Enter the work order.

    Work Method

    Select the work method of the work order. The valid values are Discrete Manufacturing and Process Manufacturing. For discrete manufacturing work orders, select the Discrete Manufacturing work method. For process manufacturing work orders, select the Process Manufacturing work method.

  4. Click the Search button. The records that fulfill the search criteria are displayed. Note that, you can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

  5. Search for the row with the work order for which you want to perform the operation transaction. Click the expansion icon in the first column to expand the row.

  6. Select the check box in the Complete column for the first serial number.

  7. Click the Complete with Details button. Note that the Complete with Details option can be used only for Complete, Reject, or Scrap quantity, and not more than one quantity can be populated.

  8. Leave the Transaction Date as system current date and time.

  9. Enter any value in the Transaction Note field to indicate any information for the transaction.

  10. Click Next. The Materials train stop is displayed.

  11. In the Materials train stop, review the operation pull material requirements derived from the work order definition.

  12. For the component that you want to perform the transaction, update the To Transact quantity. Note that the To Transact quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities.

  13. Click Next. The Resources train stop is displayed.

  14. In the Resources train stop, for the resource that you want to perform the transaction, update the To Charge quantity. Note that the To Charge quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities.

  15. Click Next. Inventory train stop is displayed.

  16. In Inventory train stop, leave the Subinventory as populated by the default value.

  17. Click Generate Lot or Generate Serial in the following cases:

    • If the product is set up as Full lot control enabled in the Product Information Management work area, you can select the required number of rows and click Generate Lot to automatically generate sequential lot numbers for your product.

    • If the product is set up as serial control enabled, and it has the serial generation attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area, you can select the required number of rows and click Generate Serial to automatically generate sequential serial numbers for your product.

    Note: You can also enter lot and serial numbers manually.

  18. Click Save and Close. A confirmation message is shown to confirm that the required quantities have been completed to inventory for the work order operation.

As a production operator, here are the steps you can perform to complete the required quantities to inventory, for a work order operation of a process manufacturing work order.

  1. In the Work Execution work area, verify the manufacturing organization on the Overview page. If it's not the correct organization, click Change Organization and set it to the required organization.

  2. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

  3. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction. You can also search for a work order in a specific status. Here are the listed attributes if you want to search for a work order by its status:

    Field Value

    Work Area

    Select the work area of the work order.

    Work Center

    Select the work center of the work order.

    Status

    Select the status of the work order.

    The valid values are: Complete, Optional, Ready, Reject, and Scrap.

    Work Order

    Enter the work order.

    Work Method

    Select the work method of the work order.

    The valid values are Discrete Manufacturing and Process Manufacturing. For process manufacturing work orders, select the Process Manufacturing work method.

    Note: The work method field is available only when you perform an advanced search.

  4. Click Search.

    The records that fulfill the search criteria are displayed.

    Note: You can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.
  5. (Optional) Click Advanced Search.

    The records that fulfill the search criteria are displayed.

    Note: You can also use the following fields to perform an advanced search as per your requirement: Work Area, Work Center, Status, Work Order, Start Date, Completion Date, Serial Number, and Work Method.
  6. Search for the row with the work order for which you want to perform the operation transaction. Click the expansion icon in the first column to expand the row.

  7. Enter the quantity for the Complete, or Reject, or Scrap.

  8. Click Complete with Details.

    You can use the Complete with Details option only for Complete, Reject, or Scrap quantity, and not more than one quantity can be populated.

    The Product train stop is displayed.

  9. In the Product train stop, leave the Transaction Date as system current date and time.

  10. Enter any value in the Transaction Note field to indicate any information for the transaction.

  11. Click Next.

    The Materials train stop is displayed.

  12. In the Materials train stop, review the operation pull material requirements derived from the work order operation items.

  13. For the material that you want to perform the transaction, update the To Transact quantity.

    Note: The To Transact quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities. You can change the quantity during Backflush. This change is allowed based on the plant parameter setup, which must be set as Materials or Both.
  14. Click Next.

    The Resources train stop is displayed.

  15. In the Resources train stop, for the resource that you want to perform the transaction, update the To Charge quantity.

    Note: The To Charge quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities. You can change the quantity during Autotransact. This change is allowed based on the plant parameter setup, which must be set as Resources or Both.
  16. Click Next.

    Inventory train stop is displayed.

    For process manufacturing work orders, Inventory train stop is displayed for all operations for operation completions but not for the Reject or Scrap transactions. For operation completions, the output items in the work order setup with completion type as Automatic for this operation will be defaulted in the page. You can add any ad hoc output items for this operation. You can add output items, delete defaulted output items, or change quantities.

  17. In Inventory train stop, for the output item that you want to perform the transaction, update the Output Type as product or by-product, and update the To Transact quantity.

    Note: The default output item value of the To Transact quantity for process manufacturing work orders is the expected quantity. You can update the To Transact field manually. If the output item is serial controlled, then to transact quantity will be 1. The validation on the To Transact quantity isn't possible.
  18. Click Generate Lot or Generate Serial in the following cases:

    • If the product is set up as Full lot control enabled in the Product Information Management work area, you can select the required number of rows and click Generate Lot to automatically generate sequential lot numbers for your product.

    • If the product is set up as serial control enabled, and it has the serial generation attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area, you can select the required number of rows and click Generate Serial to automatically generate sequential serial numbers for your product.

    Note: You can also enter lot and serial numbers manually.
  19. Click Save and Close.

    A confirmation message is shown to confirm that the required quantities have been completed to inventory for the work order operation.

The Report Material Transactions task enables a production operator to report materials for the work order operation. You can issue materials from inventory to the work order operation and return the issued materials back to inventory.

You can report a material transaction on the Report Material Transactions page. You can access this page from either of the following pages:

  • On the Review Dispatch List page, click the Report Material Transactions icon for the work order operation. This link is enabled only if the role assigned to you has the Report Material Transactions privilege associated to it.

  • On the Work Execution Overview page, in Tasks pane, click the Report Material Transactions link. Select the work order and work order operation.

The material transactions can also be imported through the Material Transaction Web Service or through the predefined XLSM templates.

Tip: The autotransact operations aren't shown in the dispatch list. Hence, the materials for the auto transact operations are reported by accessing the Report Material Transactions page from the Work Execution Overview page.
Caution: In a contract manufacturing plant, you must not report material transactions for the contract manufacturer owned components.
Note: For Rework or Transform work orders, negative issue and negative return transactions are supported. You can transact items with negative quantity.

Issuing Materials to the Work Order Operation

On the Report Material Transactions page, the materials are issued to the work order by specifying the transaction type as Issue. You can control the issuing of the materials using the Show Components option. The Show Components option is defaulted based on the setting of the Default Transaction Mode plant parameter. However, you can edit the Show Components option as per your requirement.

  • When the Show Components option is set to All: All the material requirements as defined on the work order for the operation with Push supply type are defaulted. This mode is ideally used when all the required materials are issued at once and there are minimal or no changes to the material requirements. Also, based on whether the Default Transaction Quantity plant parameter is set to material or both, the materials are defaulted with required quantity. The ad hoc materials, that's, the materials not defined as required in the work order operation can be manually entered using the Add action.

  • When the Show Components option is set to Manually entered: The material requirements as defined on the work order for the operation aren't defaulted. You can enter the required materials manually. This mode is ideally used when only few of the required materials are issued at once.

You can enter the transact quantity, serial number, and lot number for the material based on the material control setup. The subinventory and locator are defaulted based on setup at work order or plant level. However, you can edit the Subinventory and Locator fields. The material transactions can also be reported by using a scanner. You can scan multiple serial numbers by scanning the component number once. You can optionally scan component serial attributes for components that are serial controlled at issue. Serial attributes if configured can be entered or updated for components which are serial controlled. For lot controlled components, it's possible to view lot attributes which have been entered in Oracle Inventory.

For the serial tracked manufacturing, in which the production is tracked using the serial numbers, the materials are issued with reference to the item serial number. For all the components, whether serial controlled, lot controlled, or uncontrolled, the issued quantities are tracked at the serial level.

If Additional Manual Material Issue is set to Do not allow, the operator can't 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.

For manufacturing plants which are enabled to track inventory by the country of origin, operators can optionally specify the country of origin from the list of countries. When the country of origin is specified, the on hand balances for the country are updated. If the country of origin isn't specified, the on hand inventory tracked without the country of origin will be updated. When the required balances aren't available, negative balances are created if the organization allows negative balances.

Returning Materials to Inventory

On the Report Material Transactions page, the materials issued to the work order are returned to inventory by specifying the transaction type as Return. You can control the returning of the materials using the Show components option. The Show components option is defaulted based on the setting of the Default Transaction Mode plant parameter. However, you can edit the Show components option as per your requirement.

  • When the Show components option is set to All: All the materials issued to the work order for the operation with Push supply type are defaulted.

  • When the Show components option is set to Manually entered: The material requirements as defined on the work order for the operation aren't defaulted and you can enter the required materials manually.

For the serial-tracked manufacturing, in which the production is tracked using the serial numbers, the materials are returned in reference to the item serial number.

Note: The material return for component at given operation can now be done only after the last issue of the component at the operation.
Note: If you have enabled Electronic Signatures and Electronic Records, you can submit the material transaction for approval. An E-Signature page opens where you can view the status of the approval process of the material transaction.

Negative Issue and Negative Return

The new transaction types Negative Issue and Negative Return are supported in Rework work orders. If the quantity is negative and the transaction type is Issue, then it's a negative issue transaction. If the quantity is negative and the transaction type is Return, then it's a negative return transaction.

Items with a negative quantity and a Push supply type are transacted using negative issue transaction. The negative issue transaction removes the item from the assembly and issues it back to the stores. If the item is lot or serial controlled, you must specify details.

Items transacted with a negative issue transaction type can be returned back to the assembly through a negative return transaction. If the item is lot or serial controlled, you must specify details.

In addition to the negative quantity items specified in the work order, users can also transact ad hoc items with negative quantity through negative issue transactions. For a Rework work order, the defective item is removed using a negative issue transaction, and the replacement for that item is done using issue transaction.

If Enable Genealogy Tracking is set for the items, and the Rework work order is serial tracked, then the details of the assembly serial and component serials that are issued to the rework work order are posted to genealogy.

For material with Dynamic at inventory receipt serial generation, the Component Serial Number list of values will continue to show serial numbers which were previously issued to the manufacturing plant. However, you can also perform a negative material issue with a serial number which was previously issued to a different manufacturing plant. You can also enter a new serial number.

For material with serial generation setup at work order issue, you have the option to perform the negative material issue without a serial number, which you can configure by selecting the plant parameter Allow negative issue without serial number entry.

Note: The new transaction types Negative Issue and Negative Return are also supported in transform work orders.
Note: Rework work order flow is currently supported for only discrete manufacturing.

The example discusses reporting a material transaction in a serial tracked operation and the process of issuing materials to a work order operation. The steps in this example are applicable to discrete work orders.

Note: Serial tracked operations are currently supported for only discrete manufacturing. Process manufacturing supports only nonserial-tracked operations.

Steps to Report a Material Transaction

To issue materials to a work order operation, perform the following steps:
  1. In the Navigator, click the Work Execution work area link.

  2. Verify the manufacturing organization on the page. If it is not the correct organization, click the Change Organization and set it to the required organization.

  3. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

  4. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction.

    The following table lists the specific values you must choose to search for work orders based on their statuses:

    Field Value

    Work Area

    Select the work area of the work order.

    Work Center

    Select the work center of the work order.

    Status

    Select the status of the work order. The valid values are: Complete, Optional, Ready, Reject, and Scrap.

    Work Order

    Enter the work order.

  5. Click the Search button. The records that fulfill the search criteria are displayed. Note that, you can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

  6. Search for the row with the work order for which you want to perform the transaction. Click the Materials link to report the material transaction.

  7. Retain the Transaction Type option as Issue for issuing the materials to the work order operation. For returning the materials to inventory, you must select Return as the Transaction Type option.

  8. Retain the default system date as the Transaction Date. You can update the field to a past date if required.

  9. In the Show Components option, Select All to default all the material requirements defined on the work order for the operation with Push supply type. You can select Manually entered as the show components option so that the material requirements as defined on the work order for the operation are not defaulted and you can enter the required materials manually.

  10. Now, the materials set up on the work order operation are shown in the page. You can manually enter a new material by adding a new row. In the new row, from the Component list, select the material. From the Component Serial Number list, select the serial number for the material.

  11. For each material that you want to issue, in the To Transact field, enter the material quantity to be issued to the work order operation. The To Transact quantity is derived from the work order and can be updated to reflect the actual usage quantity. A check mark is shown in the Status field when all the required data is entered for the component.

  12. Click the expansion icon of each updated row to view more details. Verify the correct subinventory in the Subinventory list and update it if required.

  13. Click the Save and Close button. A confirmation message is shown on the successful completion of the material transaction.

A resource transaction is an execution transaction that charges the work order operation for the resources that are consumed in the operation. The resource transactions are reported for performing the following two tasks:

  • To manually charge a resource to the work order operation.

  • To reverse the charges made earlier for a resource to a work order operation.

Both charging and reversal are recorded as two separate transactions.

You can report a resource transaction on the Report Resource Transactions page. You can access this page from either of the following pages:

  • On the Review Dispatch List page, click the Report resource transactions icon for the work order operation.

  • On the Work Execution Overview page, in Tasks pane, click the Report Resource Transactions link. Select the work order and work order operation.

The Report Resource Transactions page opens with the resources that are set up in the work order operation with the charge type as Manual.

The following table lists the fields along with their descriptions on the Report Resource Transactions page:

Field Description

Item

The product that's being manufactured in the work order.

Work Order Quantity

The quantity of the item that's being manufactured in the work order.

Work Center

The work center for the work order operation.

Transaction Type

The type of the resource transaction. The two options are:

  • Charge: Select Charge for charging a work order operation with the resources consumed in the operation.

  • Reverse: Select Reverse for reversing the charges to correct any clerical error.

Transaction Date

The date of the transaction. This is defaulted to the system date. You can update the transaction date as a past date.

Project Number

Enter the project number. This field is available only for organizations that are enabled for inventory tracking by project.

Task Number

Select the task number. This field is available only for organizations that are enabled for inventory tracking by project.

Show Resources

The resources to be shown for the work order operation. The two options are:

  • Manually Entered: When selected, only the manually entered resources are shown. The default resources from the work order aren't shown.

  • All : When selected, all the resources including the resources that are defaulted from work order.

The Show Resources option is derived based on the setting of the Default Transaction Mode plant parameter.

Status

Icon that shows whether or not the mandatory attributes have been entered for the row. Also, a plus icon is shown for the newly added ad hoc resources.

Sequence

The resource sequence within the work order operation resources. For the ad hoc resources that aren't set up in the work order, a new sequence is generated when the resource is added.

Resource

The name of the resource.

Resource Instance

The name of the resource instance.

Type

The resource type as defined in the work order resources or in the resource definition.

Activity

The resource activity as defined in the work order resources or in the resource definition.

Basis

The basis type as defined in the work order operation for the resource.

UOM

The unit of measure as defined in the work order resources or in the resource definition.

Required

The resource quantity to charge the work order operation. The To Charge field is defaulted to the quantity specified in the Required field if the plant parameter Default Transaction Quantity is set as either Both or Resource.

To Charge

The resource quantity to charge the work order operation. The To Charge field is defaulted to the quantity specified in the Required field if the plant parameter Default Transaction Quantity is set as either Both or Resource.

Charging Resources to the Work Order Operation

You can charge a work order operation for the labor and equipment resources that are consumed while performing the operation. The consumed resources can be the resources that are set up in the work order operation or any other additional ad hoc resources that are consumed during the operation. Select the Transaction Type as Charge for charging the resources. Optionally you can also select the resource instance. If the Basis is set up as Fixed, then the resource appears only during the first transaction of the work order operation. At first, the manual charging is checked. The net charged quantity must be zero for the resource in the work order operation with Basis attribute as Fixed. If it's not zero, then the resource isn't shown. This means that Fixed resources can be charged only once, and when charged, they won't appear again. The application will check whether there is any net charge against a resource with Basis attribute as Fixed, which won't show as it has already been charged.

Reversing Resource Charges to the Work Order Operation

If a resource is charged by mistake, it can be reversed with another transaction of type Resource Reverse. Select the Transaction Type as Reverse for reversing the charged resources. If the Basis is set up as Fixed, then the resource appears only during the last transaction of the work order operation. For the last manual reverse, the quantity for resource in the work order operation must be zero in all the dispatch states except for Ready. And there must be some previously charged quantity that must become zero for the resource after the transaction.

The following example illustrates reporting a resource transaction in an operation. The example discusses the process of charging resources to a work order operation.

Steps to Report a Resource Transaction

To charge resources to a work order operation, perform the following steps:
  1. In the Navigator, click the Work Execution work area link.

  2. Verify the manufacturing organization on the page. If it is not the correct organization, click the Change Organization and set it to the required organization.

  3. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

  4. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction.

    You can also search for work orders by their statuses. The following table lists out all the search criteria on the basis of which you can query a work order:

    Field Value

    Work Area

    Select the work area of the work order.

    Work Center

    Select the work center of the work order.

    Status

    Select the status of the work order. The valid values are: Complete, Optional, Ready, Reject, and Scrap.

    Work Order

    Enter the work order.

  5. Click the Search button. The records that fulfill the search criteria are displayed. Note that, you can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

  6. Look for the row with the work order for which you want to perform the transaction. Click the Report resource transactions icon to report the resource transaction.

  7. Retain the Transaction Type option as Charge for charging the resources to the work order operation.

    For reversing any charged resources, you must select Reverse as the Transaction Type option.

  8. Retain the default system date as the Transaction Date. You can update the field to a past date if required.

  9. In the Show Resources option, select All to view all the resources including the ones set up on the work order operation.

    You can also view only the manually entered resources by selecting Manually entered as the Show Resources option.

  10. Now, the resources set up on the work order operation are shown in the page. If needed, you can manually enter a new resource by adding a new row. In the new row, from the Resource list, select the resource. You can also add resource instances associated with the resource. Optionally, from the Activity list, select the resource activity.

  11. For each resource that you want to charge, in the To Transact field, enter the resource quantity to be charged to the work order operation. The To Transact quantity is defaulted from the work order definition and can be updated to reflect the actual usage quantity.

    A check mark is shown in the Status field when all the required data is entered for the resource.

  12. Click the Save and Close button. A confirmation message is shown on the successful completion of the resource transaction.

Output Transactions Reporting for Process Work Orders

Process manufacturing work orders can have multiple outputs at any operation. However, one of the output items in the processing manufacturing work order must be a primary output and other output items can be products or by-products. A process manufacturing work order can have only one primary output and it must have a primary output. The output items defined in the process work order operation can be of type Automatic or Manual. Automatic outputs are completed to inventory when the operation completion is reported for the operation. You can report the output items with completion type as Manual as output transaction on the Report Output Items page. You can add output items manually in the work order as well as update or delete them.

As a production operator, you can manually report the output items for a process manufacturing work order operation from the Review Dispatch List page in the Work Execution work area:

  • The progress at a work order operation level by reporting the output items that were setup in the work order for manual reporting.

  • The output transaction types are complete and reverse.

  • The output types are Product and By-product.

You can set up the output items in a work order with completion type Manual, or you may not set up in the work order at all.

Select the row for the work order operation in the Review Dispatch List page and click the Report Output Transactions action icon. The Report Output Items page appears. By default, the output items setup in the work order operation with completion type as Manual are reported in the Report Output Items page.

For manufacturing plants which are enabled to track inventory by the country of origin, operators can optionally specify the country of origin from the list of countries. When the specific country of origin is specified, the on hand balances for the country of origin are updated. If the country of origin isn't specified, the on hand inventory tracked without the country of origin will be updated.

Report an Output Transaction for Process Work Orders

As a production operator, here are the steps you can perform to complete the output items to inventory which are setup for manual completion in the process manufacturing work order.

  1. In the Work Execution work area, verify the manufacturing organization on the Overview page. If it is not the correct organization, click Change Organization and set it to the required organization.

  2. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

  3. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction. You can also search for a work order in a specific status.

  4. Click Search.

    The records that fulfill the search criteria are displayed.

    Note: You can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.
  5. (Optional) Click Advanced Search.

    The records that fulfill the search criteria are displayed.

    Note: You can also use the following fields to perform an advanced search as per your requirement: Work Area, Work Center, Status, Work Order, Start Date, Completion Date, Serial Number, and Work Method.
  6. Search for the row with the work order for which you want to perform the output transaction and click the Report output transactions icon.

    Here are the listed attributes in the Report Output Items page.

    Field Value

    Status

    Displays the status of the row entry.

    If all required fields are entered for the row, the status displays a tick mark.

    Output

    Select the output item for process manufacturing work orders.

    Description

    Displays the description of the output item.

    The description is defaulted from the selected output item definition.

    Output Type

    Select the output type.

    The valid values are: Product and By-product.

    The default value is By-product.

    UOM

    Displays the default unit of measure of the selected output item.

    Expected

    Displays the selected output item quantity.

    The expected output quantity is calculated and populated based on the work order output quantity and the work order quantity.

    The expected quantity value is zero for ad hoc output items.

    Previously Completed

    Displays the previously completed value. If no quantity is completed, it is zero.

    The previously completed value is read-only.

    To Transact

    Enter the output item quantity to perform the transaction.

    The default To Transact quantity for process manufacturing work orders is the expected quantity minus previously completed quantity.

    Lot Number

    Enter the lot number of the product.

    Lot Expiration Date

    Select the date on which the lot will expire.

    Serial Number

    Enter the serial number of the product.

  7. Click Save and Close.

    A confirmation message is shown to confirm that the output items were reported to inventory for the work order operation on the Review Dispatch List page.

You can report the production transactions, such as reporting of completion or scrap of an item, without having to create a work order. These transactions can be reported with reference to a work definition that's used to determine the material and resource usages. The reported production transactions can be reversed by reporting either Orderless Return or Return From Scrap transactions. The referenced work definition is used to return the materials back to inventory. The resource charges are also reversed based on the work definition.

You can report the orderless completion and scrap using the Report Orderless Completion page that's accessible from the Work Execution Overview page. You can report the orderless return and return from scrap using the Report Orderless Return page that's accessible from the Work Execution Overview page. You can also import the orderless transactions through the Material Transaction Web Service or Import Material Transaction file based import process.

Note: You can't perform orderless transactions in a contract manufacturing plant.
Note: You can't report orderless transactions for configured items.
Note: You can't report orderless transactions for process manufacturing work definitions.

Specifying the Product Information

In the Product train stop, you must specify the following item information and the reference to the work definition.

  • Transaction Type: In the Report Orderless Completion page, select the Transaction Type as Complete for reporting the production completions. Or select the Transaction Type as Scrap for reporting the productions scraps. In the Report Orderless Return page, select the Transaction Type as Return for reversing the production completions. Or select the Transaction Type as Return from Scrap for reversing the production scraps. The Scrap and Return from Scrap transaction types are enabled only if you have the WIP_REPORT_SCRAP_TRANSACTIONS_PRIV privilege.

  • Transaction Subtype: The Transaction Subtype field represents the specific nature of the work that's being performed, such as standard production, prototyping, or repair. The Costing can derive the transaction accounts based on the Transaction Subtype field.

  • Work Definition: After selecting the item, the work definition with the production priority as 1 is defaulted. However, you can select another work definition that determines the correct material and resource usage as per your requirement.

  • Generate Serial: If your product is serial control enabled and has the serialization attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area, you can either manually enter serial numbers or click Generate Serial to automatically generate sequential serial numbers.

Reviewing the Backflush materials

In the Backflush Materials train stop, you can review the material requirements. If the Include component yield in material requirements plant parameter check box is selected, the yield is considered in the calculation of the required quantity. The material usages specified in the selected work definition with the supply types as push, operation pull, or assembly pull are displayed.

If the plant parameter Allow quantity changes during backflush is set as either Materials or Both, you can perform the following:

  • Modify the transaction quantities for the materials.

  • Delete the defaulted material transactions.

  • Add new material transactions.

Lots can be defaulted or manually entered by the user, based on the setting of the plant parameter, Lot Selection During Backflush.

  • If the parameter is set to Manual, the lots aren't defaulted and the user manually enters the lots.

  • If the parameter is set to Lot FIFO, the lots are defaulted on the basis of first in first out, using the receipt date.

  • If the parameter is set to Lot FEFO, the lots are defaulted on the basis of first expiration first out, using the expiration date.

Note: If the lot and serial attributes descriptive flexfields attributes are set up, you can add additional information for the lot and serial attributes in the Additional Lot and Serial Information region.

Reviewing the Autotransact Resources

In the Autotransact Resources train stop, you can review the resource requirements. The resource usages specified in the selected work definition are defaulted as resource transactions with the required quantity.

If the plant parameter Allow Quantity Changes During Backflush is set as either Resources or Both, you can perform the following:

  • Modify the transaction quantities for the resources and optionally mention resource instances.

  • Delete the defaulted resource transactions.

  • Add new resource transactions.

Specifying Inventory Details

In Inventory train stop, you can specify inventory information. This is only applicable for complete and return transactions. Inventory train stop is disabled for the scrap and return from scrap transactions.

You can complete or return the transaction quantity from more than one subinventory or locator. You can complete the quantities to an existing lot or you can specify a new lot number.

Note: You can't reference a work definition with supplier operations to perform an orderless transaction.

If your product is lot control enabled, you can either manually enter lot numbers, or you can click Generate Lot to automatically generate sequential lot numbers.

If the lot and serial attributes descriptive flexfields attributes are set up, you can add additional information for the lot and serial attributes in the Additional Lot and Serial Information region.

If you have enabled Electronic Signatures and Electronic Records, you can submit the orderless transaction for approval. An E-Signature page opens where you can view the status of the approval process of the orderless transaction.

For manufacturing plants which are enabled to track inventory by the country of origin, operators can optionally specify the country of origin from the list of countries. When the specific country of origin is specified, the on hand balances for the country of origin are updated. If the country of origin isn't specified, the on hand inventory tracked without the country of origin will be updated.

This example illustrates how to report production completion for an item as an orderless transaction.

Steps to Report an Orderless Transaction

Perform the following steps to report an orderless transaction:
  1. On the Work Execution Overview page, in the Tasks pane, click the Report Orderless Completion link.

  2. Enter the item for which you want to perform the transaction.

  3. The Work Definition field gets automatically defaulted to the work definition with the production priority set as 1. Retain the value or select another work definition as per your requirement. The work definition determines the material and resource usages.

    When you enter the item first time, the work definition does not get automatically set to the default value. So, you must enter the item code again. The second time, the work definition is defaulted.

  4. Retain the Transaction Type as Complete to report a production complete transaction. The Complete option is by default selected but you can select the Scrap option to report a production scrap.

  5. Enter or select values for the fields on the page as required.

    The following table lists the fields and their corresponding values that you must select on the page:

    Field Value

    Transaction Subtype

    Select the subtype for the transaction.

    Quantity

    Enter the quantity of item on which you want to perform the transaction.

    Note

    Enter a description for the transaction to be added as note.

  6. For organizations enabled for inventory tracking by project, you can enter the Project Number and Task Number in the Product train stop. All other project-related attributes are derived per the setup.

  7. Click Generate Serial to automatically generate sequential serial numbers.

    Note: You can perform this step only if your product is serial control enabled and has the serialization attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area.
    .

  8. Click Next.

  9. On the Orderless Complete: Backflush Materials page, review the material transactions defaulted from the work definition.

  10. You can update the Transact Quantity field as required to reflect the usage quantities of the components.

  11. Click Next.

  12. On the Orderless Complete: Autocharge Resources page, review the resource transactions defaulted from the work definition.

  13. You can update the To Charge field as required to reflect the usage quantities of the resources. You can optionally mention resource instance.

  14. Click Next.

  15. On the Orderless Complete: Inventory page, retain or update the value for the Subinventory field.

  16. Click Generate Lot to automatically generate sequential lot numbers.

    Note: You can perform this step only if your product is set up with the attribute Full lot control in the Product Information Management work area.

  17. From the Save and Transact Another menu, select: click and Close.

  18. The transaction is completed and a message is shown to confirm that the orderless completion is reported.

Inspections

Integration of manufacturing with quality management helps you to inspect at an operation and accordingly accept or reject the inspected transaction. The inspection results you enter and the specification limits set up in the inspection plan decide whether the serial or quantity of an operation can be accepted or rejected.

If you have the role of a production operator, and the required privilege of inspection, you can use an inspection plan already set up for particular work order operations to perform inspection. You can inspect the operations based on certain inspection criteria. Only after you inspect the operation, the inspection results help drive whether the quantity in the operation is completed, rejected, or optionally scrapped.

An inspection plan can be associated with an item or item category that's being manufactured in your organization. Inspections can be performed at intermediate operations for the subassemblies or at the final operation for the finished product. Currently, process manufacturing can operate in the same plant as discrete manufacturing, as determined by the work method for products being produced. This capability enables you to model, track, and cost for materials and processes using the appropriate manufacturing method for each stage of production. As with discrete manufacturing, process manufacturing supports similar capabilities for in-house manufacturing and outside processing of standard products with the option to enable electronic records and electronic signatures for critical business events. You can design your production process with work definitions, manage production with a material availability check and work order picking, execute production with quality inspection and production exceptions, and perform cost rollup and cost accounting.

Note: Inspections can be performed only for count point in-house operations. Supplier operations, autotransact operations, or optional operations can't have inspections.

There are three different inspections pertaining to manufacturing that can be set up in quality management:

  • Work in process Inspection

  • Resource Inspection

  • Inventory Inspection

Inspections for Work Order Operations

Navigate to the Review Dispatch List task to initiate inspection for an operation by selecting the required operation from the dispatch list. You can initiate the inspection and complete the operation transaction corresponding to the disposition based on inspection results. If the parent transaction succeeds, the inspection results are saved automatically.

Select the Inspections task from the Work Execution work area or the View Inspections History link from the Edit Work Order page to view the inspection results for specific work order operations.

Some steps must be completed in quality management before you can perform transactions for a work order operation. The following must be set up in quality management:

  • Inspection Characteristics

  • Approved inspection plans with appropriate criteria

When you navigate to the Review Dispatch List task, you can see a record of work order operations which are in Ready or Reject status. Inspection can be performed for both serial-tracked and nonserial-tracked operations. You can select Quick Complete or Complete with Details to enter the inspection results and complete the transaction.

Note: Transaction is eligible for the Quick Complete action based on certain existing criteria.

Once you enter the inspection results, the disposition is decided. Only quantities or serials that pass the inspection, can be completed. If some quantities or serials fail inspection, depending on your privileges, you can perform the reject or scrap transaction. You can also optionally move reject quantity to scrap.

Note: A nonconformance issue (NC) is issued automatically when there is any reject.

Rejected quantities can be reworked and inspected again from Reject status. A different inspection plan can be configured for inspection from Reject status.

For process manufacturing work orders, the output quantities will be calculated based on the transaction quantity approved by inspection.

Create Inspections

In case of standalone inspections, you can select the Create Inspection task to carry out an inspection for a work order operation, resource, or inventory. You must manually specify which work order operation, resource, or inventory you want to inspect and if a plan is already set up you can use that. Otherwise, you can specify your own characteristics or characteristic groups and inspect accordingly.

Select the Create Inspection task from the Work Execution work area and fill up the following fields:

  • Select the Type as either Work in process, Resource, or Inventory based on the following considerations:

    • Select Inventory to inspect the inventoried items that may have been created through an orderless transaction. Select an inventoried item in case of Inventory type.

    • Select Resource to inspect a resource or the process such as the temperature at which an equipment is supposed to operate. Select the Resource in case of Resource type.

    • Select Work in process to inspect a serial-tracked or nonserial-tracked operation. Select the work order you want to inspect in case of a Work in process type.

  • You can also fill in other details to make your search more efficient.

    Note: The fields dynamically change depending on what you specify as the value for Type.

    Depending on what you choose as Type, certain fields are required.

  • You can initiate a work in process inspection for a work order operation from the dispatch list by clicking the Report Inspection Details icon against the work order operation row. The work order and operation details are defaulted. If the operation has multiple output items, you can select one output item.

  • Fill in the item or work center or operation fields depending on what you have specified.

  • Fill in the required Inspection Quantity.

    If an approved inspection plan already exists, you can select that to enter the inspection results. Click OK.

  • If no inspection plan is defined, proceed to the inspection and select the Add icon to specify a Characteristic or a Characteristic Group for inspection.

Once you have entered the inspection results, click Save to save your changes. You receive a confirmation message if your transaction was successfully completed.

Note: If Issue types corresponding to Inspection is set to the User-defined or Inherited from Parent options, the process of creating them will fail. So, ensure that you use these settings only for legacy data import, if at all. It is recommended to always set them to Sequence-generated.

You should use standalone inspections for process manufacturing work orders.

Use the Work Execution work area to complete inspection for all your work order operations which have required inspection assigned to them in quality management.

Inspections can be initiated only when the dispatch status is Ready or Reject. It can't be initiated from Scrap or Complete status.

You can enter inspection results during Quick Complete and Complete with Details. The primary purpose of these transactions is to report the progress of work as operation transaction. The inspection results decide the disposition as Complete, Scrap, or Reject.

Note: Serial-tracked operations are supported only for discrete work orders.

Setups To Be Completed Before Inspection

This is a decision table that explains certain conditions that must be met before you continue this task:

Setups What Should Be Done?

Inspection Characteristics

These must be set up in order to use them in inspection plan specifications or to add them directly to an inspection.

Inspection Plan

An inspection plan is defined and associated with an item or an item category in the work order.

Note: The plan must be WIP Inspection plan.

Inspection Criteria

The inspection criteria act as a trigger to initiate inspection either during operation completion from Ready or for Rework operations in Reject state.

Inspection Plan Status

The status of the plan you're associating with the item or item category must be set to Approved.

Inspection plan optional

The inspection plan is set up as a required attribute if you don't select this check box.

Quick Complete Action

Select the Review Dispatch List task and follow these steps to inspect the output of an operation which has mandatory inspection predefined in quality management:
  1. Select a serial-tracked operation from the dispatch list which is Ready and expand the Details section.

    For serial-tracked operations in Ready state, an Inspect and Complete check box is displayed against each serial number of the operation you're trying to complete the required inspection for. Select one or more of the check boxes and click Quick Complete to inspect the serials.

  2. On the Quick Complete: Inspection page, you can view the applicable inspection plan for entering inspection results.

    The page has certain context values populated corresponding to the inspection plan that's being used to inspect this particular operation. Those values are as follows:

    • The attribute Serials in the inspection plan is populated with the total number of serials selected for inspection. You have to enter the inspection result separately for each serial.

      Tip: You can scan the serial for inspection. Scanning the serial makes it the first serial in the list.
    • Accept or Reject is displayed for each serial based on the results entered and is triggered by the logic in the inspection plan.

    • The accepted, rejected, and pending quantities are populated at the inspection plan header level.

    • Once the inspection result for every serial is processed and the disposition for each serial is displayed as Accept or Reject, you can click the Save and Close button.

    When you click the Save and Close button, you view a dialog box titled Quick Complete: Work Order Operation Sequence if:

    • There's at least one rejected serial.

    • You have scrap privilege.

  3. In the Quick Complete: Work Order Operation Sequence dialog box you can select the Scrap check box for the serials in Reject state to discard the inspected serial for the operation.

  4. Click Complete to receive a confirmation message for a successful transaction or click Cancel to cancel the transaction.

    If the transaction is canceled after inspection or if it fails, then all the transactions will be reset and the inspection results collected wouldn't be saved.

Complete With Details Action
The Complete With Details action allows you to choose only one serial at a time in case of serial-tracked operations. Select the Review Dispatch List task and follow these steps to inspect an operation which has mandatory inspection predefined in quality management:
  1. Select the required operation from the dispatch list which is Ready and expand the Details section.

    For serial-tracked operations in Ready state, an Inspect and Complete check box is displayed against each serial number of the operation you're trying to complete required inspection for. Select one serial and click Complete With Details to initiate inspection.

  2. On the Complete With Details: Inspection Plan page, you're able to enter inspection results for the selected serial.

    Accepted or Rejected is displayed based on the results entered and is triggered by the logic in inspection plan. Once you enter inspection results for the serial, and the disposition as Accepted or Rejected is done, the Next button is enabled.

  3. Click Next. The Product page opens. You can view a summary of the current operation transactions you have inspected. Depending on the inspection results, the page is populated with the certain details:

    The following table shows attributes and corresponding values populated on the Complete With Details: Product page:

    Transaction Type Values Populated

    Complete

    If the serial has passed inspection, the completed serial is displayed.

    Reject

    If the serial didn't pass inspection a different page is displayed where the Transaction Type is selected as Reject by default. You can choose the Scrap option only if you have scrap privilege.

    Depending on whether you choose to move the rejected serial to scrap or retain it as rejected, you must provide a Scrap reason or a Reject reason respectively.

    Note: If you navigate back to Product page from a subsequent page, none of the attributes except Transaction Note can be edited.

  4. Click Next. The Backflush Materials page opens. You can view a list of all components which have items required for the transaction.

  5. Click Next. The Resources page opens. You can view a list of all resources which have items required for the transaction.

  6. Click Next. The Inventory page opens if the current operation is the last operation. You can view the serial for completion.

  7. Click Save and Close to receive a confirmation message that your transaction has been successfully completed.

Use the Work Execution work area to complete inspection for all your work order operations which have required inspection assigned to them in quality management.

Inspections can be initiated only when the dispatch status is Ready or Reject. It can't be initiated from Scrap or Complete states.

For nonserial-tracked operations, you can either use the Quick Complete or the Complete With Details action to enter the inspection results. The inspection results decide the disposition as Complete, Scrap, or Reject.

Setups To Be Completed Before Inspection

This is a decision table that explains certain conditions that must be met before you continue this task:

Setups What Should Be Done?

Inspection Characteristics

These must be set up in order to use them in inspection plan specifications or to add them directly to an inspection.

Inspection Plan

An inspection plan is defined and associated with an item or an item category in the work order.

Note: The plan must be WIP Inspection plan.

Inspection Criteria

The inspection criteria sets the trigger to initiate inspection at the required operation and dispatch status.

Plan Status

The status of the plan you're associating with the item or item category must be set to Approved.

Inspection plan optional

The inspection plan is set up as a required attribute if you don't select this check box.

Quick Complete Action

Select the Review Dispatch List task and follow these steps to inspect the output of an operation which has mandatory inspection predefined in quality management:
  1. Select a nonserial-tracked operation from the dispatch list which is in Ready state and expand the Details section.

    For nonserial-tracked operations in Ready state, Inspect and Complete is displayed against the operation you're trying to complete required inspection for.

  2. Specify the quantity you want to inspect and complete and click Quick Complete.

  3. On the Quick Complete: Inspection Plan page, you can view the applicable inspection plan for entering inspection results.

    The page has certain context values populated corresponding to the inspection plan that's being used to inspect this particular operation. Those values are:

    • The inspection plan displayed has the quantity populated as the quantity you specified for inspection.

    • The inspection plan automatically generates a sequential number. You can select each number from the side panel and enter inspection results against a quantity sample.

    • Accept or Reject is displayed for each sample based on the results entered and is triggered by the logic in inspection plan.

    • Accepted, Rejected, and Pending quantities are populated at the inspection plan header level.

    • Once the inspection results for every sample quantity and the disposition for each sample as Accepted or Rejected are done, the Save and Close button is enabled.

    When you click Save and Close button, you can view a dialog box titled Quick Complete: Work Order Operation Sequence if:

    • There's some rejected quantity.

    • You have scrap privilege.

  4. On the Quick Complete: Work Order Operation Sequence dialog box you can change the quantities from Reject to Scrap without altering the total quantity.

  5. Click Complete to get a confirmation message for successful transaction or click Cancel to cancel the transaction.

    If the transaction is canceled after inspection or if it fails, then all the transactions will be reset and the inspection results collected wouldn't be saved.

Complete With Details Action
The Complete with Details action, allows you to complete, scrap and reject quantities in one transaction cycle. Select the Review Dispatch List task and follow these steps to inspect the output of an operation which has mandatory inspection predefined in quality management:
  1. Select an operation from the dispatch list which is Ready and expand the Details section.

    For nonserial-tracked operations in Ready state, Inspect and Complete is displayed against the operation you're trying to complete required inspection for.

  2. Specify the quantity you want to inspect and complete and click Complete With Details.

    On the Complete With Detail: Inspection Plan page, you can view the applicable inspection plan for entering inspection results.

    The page has certain context values populated corresponding to the inspection plan used to inspect this particular operation. Those values are:

    • The inspection plan displayed has the quantity populated as the quantity you specified for inspection.

    • The inspection plan automatically generates a sequential number for each sample quantity. Select each of them to enter results individually.

    • Accept or Reject is displayed for each sample based on the results entered and is triggered by the logic in inspection plan.

    • Accepted, Rejected, and Pending quantities are populated at the inspection plan header level.

    • Once the inspection results for every sample quantity and the disposition for each sample as Accepted or Rejected are done, the Next button is enabled.

  3. Click Next. The Product page opens. You can view a summary of the current operation transactions you have inspected.

    The following table lists the attributes of the Complete With Details: Product page, depending on the inspection results:

    Attributes Values Populated

    Complete

    The accepted quantity by inspection is populated by default and can't be edited.

    Reject

    The rejected quantity in inspection is the default value. It can be edited only if you have scrap privilege.

    Scrap

    The default value populated is zero. This can be edited only if you have scrap privilege.

    Reject Reason

    This is enabled only if the reject quantity is greater than zero.

    Scrap Reason

    This is enabled only if the scrap quantity is greater than zero.

    Note: You can't edit the total transaction quantity at any point in the flow. You can only choose to move the reject quantity to scrap. If you navigate back to Product page from a subsequent page, none of the attributes except Transaction Note can be edited.

  4. Click Next. The Backflush Materials page opens. You can view a list of all components which have items required for the complete, reject and scrap transactions.

    Note: When the component quantities are increased or decreased or if a new component is added, then the change in quantity is implemented for any one of the transactions.

  5. Click Next. The Resources page opens. You can view a list of all resources which have items required for the complete, reject and scrap transactions.

    Note: When the transaction quantity for the resource is increased or decreased or if a new resource is added, then the change in quantity is implemented for any one of the transactions.

  6. Click Next. The Inventory page opens. You can view the quantity for completion. Scrap and Reject quantities are not included.

    The Inventory page is displayed only if the current operation is the last operation.

  7. Click Save and Close. You receive a confirmation message if your transaction was successful.

Production Transactions

You can enable the ability to capture electronic signatures and generate electronic records inline while reporting the following in the Work Execution work area.

  • Work Order Material Transaction

  • Work Order Operation Transaction

  • Work Order Output Transaction

  • Orderless Transaction

To capture electronic signatures and generate electronic records for Work Order Material Transaction, Work Order Operation Transaction, and Orderless Transaction in an organization, you need to set up the following:

  • Enable Work Order Material Transaction, Work Order Operation Transaction, and Orderless Transaction as Required for the Organization. Follow these steps:

    1. In the Setup and Maintenance work area, go to the following:

      • Offering: Manufacturing and Supply Chain Materials Management

      • Functional Area: Facilities

      • Task: Configure Electronic Signature Preferences

    2. Enable the E-Signature for Production Transaction.

  • Configure the Business Process Rules to Determine the Approvers for Work Order Material Transaction, Work Order Operation Transaction, and Orderless Transaction. Follow these steps:

    1. In the Setup and Maintenance work area, go to the following:

      • Offering: Manufacturing and Supply Chain Materials Management

      • Functional Area: Facilities

      • Task: Manage Task Configurations for Supply Chain Management

    2. Define approval rules for Production Transaction.

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

When you enable electronic signatures and electronic records for Work Order Material Transaction, the inline process to generate electronic records and capture electronic signatures is initiated when you submit a material issue or return transaction for approval through the Report Material Transactions page.

The E-record contains information about the following:

  • Work Order Details

  • Operation Details

  • Material Transaction Details with Material Lot and Serial Details

Note: The process isn't initiated when a material transaction is imported through file-based data import or web service.

If you enable electronic signatures and electronic records for Work Order Operation Transaction, the inline process to generate electronic records and capture electronic signatures is initiated. The process begins when you report quantities or serials as any of the following:

  • Completed

  • Scrapped

  • Rejected or Reversed to Ready

You can start the process at a work order operation using Quick Complete or Complete with Details actions in the Review Dispatch List page or Manage Supplier Operations page.

The E-Record contains information about the following:

  • Work Order Details

  • Operation Details

  • Inspection Details

  • Attachment Details

  • Operation Transaction Details

  • Product Transaction Details with Product Lot and Serial Details

  • Backflush Material Details with Material Lot and Serial Details

  • Inspection Results Details

  • Quality Issue Details

  • Material Transaction Details

Note: If multiple transactions, such as complete, scrap, and reject are reported through a single action, then a single electronic record is generated which contains the details of all the transactions reported.
Note: The process isn't initiated when an operation transaction is imported through file-based data import or web service.

Similarly, if you enable electronic signatures and electronic records for Orderless Transaction, the inline process to generate electronic records and capture electronic signatures is initiated. The process begins when you report an orderless completion transaction or an orderless scrap transaction through the Report Orderless Completion page, or an orderless return or an orderless return from scrap transaction through the Orderless Return page.

The E-Record contains information about the following:

  • Orderless Transaction Details

  • Attachment Details

  • Inventory Transaction Details

  • Backflush Material Details

Note: The process isn't initiated when an orderless transaction is imported through file-based data import or web service.

When you submit a work order material transaction, work order operation transaction, or an orderless transaction for approval, you can also be an approver of the transaction. You can review the electronic records, enter comments, and indicate your approval or rejection and sign the E-Record in the E-Signature page.

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

You can search and view the existing E-Records for Work Order Material Transaction, Work Order Operation Transaction, and Orderless Transaction from the Electronic Records work area.

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

Using the Production Transaction History page, you can view all the production transactions that have been reported on the shop floor. The view is sorted in reverse chronological order to allow recent transactions to be displayed first. You can filter the production transactions based on a transaction date range, item serial number, work order, or item.

The Production Transaction History page, accessible from the Work Execution Overview page, enables you to view the production transaction history of a work order and the orderless transaction history of an item. The Production Transaction History page for the work order can also be accessed using the transaction history link in the work order History tab.

Reviewing Production Transaction History of a Work Order

You can view the material, resource (with resource instance details if mentioned during the transactions), and operation transactions for a work order execution. You can view the corresponding backflushed material and automatically charged resources for the operation transactions. Additionally, you can view the production completions into inventory for the operation transactions for the last operation sequence. For process work orders, manual output transactions are displayed as product completions without a parent transaction reference (operation transaction reference).

Note: Materials include components and products, or outputs in the case of process manufacturing work orders.

To review the production transaction history of a work order, perform the following steps:

  1. On the Production Transaction History page, in the Search region, you can query by certain values.

    The following table lists the various values based on which you can query the production transactions:

    Field Description

    Search For

    Retain the Work orders option.

    Work Order

    Enter the work order number for which you want to view the production transaction history.

  2. Click the Search button. The production transactions reported for the work order are shown.

  3. Review the production transaction history of the work order. This includes the operation transactions, automatically charged resource transactions, and backflushed material transactions reported for the work order. Also includes output items reported manually for process work order.

  4. Click the Done button.

Reviewing Orderless Transaction History of an Item

You can view the orderless completion, scrap, return or return from scrap transactions for an orderless execution. You can view the corresponding backflushed materials and automatically charged resources for the orderless transactions.

To review the orderless transactions for an item, perform the following steps:

  1. On the Production Transaction History page, in the Search region, you can query by certain values.

    The following table lists the various values based on which you can query the production transaction history:

    Field Description

    Search For

    Select the Orderless option.

    Item

    Enter the item name for which you want to view the orderless transaction history.

  2. Click the Search button. The orderless transactions reported for the item are shown.

  3. Review the orderless transaction history of the item.

  4. Click the Done button.

How You Pick Materials for Work Orders

In the Work Execution work area, use the Pick Materials for Work Orders scheduled process to pick materials for work orders that are in released status. This initiates the movement of those materials from a common stock inventory to a shop floor supply subinventory to make them available to the work orders scheduled for production.

You can initiate the picking of materials for timely availability of materials during production from the following pages:

  • Manage Work Orders page

  • Manage Material Availability Assignments page

  • Pick Materials for Work Orders page

Note: You can refer to the topics Work Orders: Overview and Work Order Material Availability Assignments: Explained in the Managing Production chapter of the Using Manufacturing guide for information about how to release and pick materials from the Manage Work Orders page and the Material Availability Assignments page.

Define Parameters for Picking of Materials

Initiate the scheduled process for picking from the Work Execution work area. The scheduled process creates a movement request to move your wanted materials to the appropriate shop floor location.

Follow these steps:

  1. In the Work Execution work area, select the Tasks panel.

  2. In the Execute Production section, select the Pick Materials for Work Orders task.

  3. Specify the parameters required for picking.

    The following table provides you information about how to specify the different parameters:

    Parameter Value to be Specified Considerations

    Organization

    Specify the organization where you're executing production.

    The list of values displays all organizations that you have access to and you can select from the list.

    Work Method

    This value is populated based on the organization you select. Depending on the organization, the work method parameter takes one of these values:

    • All

    • Discrete Manufacturing

    • Process Manufacturing

    • Maintenance Management

    If you have selected a manufacturing organization, the work method is defaulted as Discrete Manufacturing.

    Work Order Type

    Select one of the following values:

    • All

    • Standard

    • Nonstandard

    • Rework

    • Transform

    If the work method is discrete manufacturing, you can choose the type of work order from this list of values.

    If the work method is process manufacturing, you can choose the type of work order from the list of values:

    • All

    • Preventive

    • Corrective

    Hours Ahead

    The default value is 8. You can specify any value up to 500.

    This is required. This represents the number of hours ahead of current time until which you want materials to be picked.

    Pick Slip Grouping Rule

    The list of values are defaulted from what's specified in plant parameters in the Setup and Maintenance work area.

    The grouping rule enforces on what basis your pick slips can be grouped together.

    Project Number

    The project number associated with the work order. This parameter is available if the organization is tracked by project.

    None

    Task Number

    The task number associated with the work order. This parameter is available if the organization is tracked by project.

    None

  4. The check box Print pick slips is selected by default. The value is inherited from the plant parameters as defined in the Setup and Maintenance work area. If you don't want to print the pick slip report you can deselect the check box.

  5. Select the check box Pick a work order only if all eligible materials are available if you don't want partial picking for work orders.

  6. Click Submit.

Note: You can also schedule this task periodically to generate the picking request. Click Advanced and select Using a schedule.

You can pick materials only for work orders that are in Released status. The following table summarizes how picking is carried out for other work order statuses.

Work Order Status Impact on Picking

Canceled

If the pick slip is confirmed when the work order status is set to canceled, there is no impact on picking.

If the pick slip isn't confirmed when the work order is set to canceled, the pick slip line is canceled.

Closed

If the pick slip is confirmed when the work order status is set to closed, there is no impact on picking.

If the pick slip isn't confirmed when the work order is set to closed, the pick slip line is canceled.

Unreleased

If the pick slip is confirmed when the work order status is set to Unreleased, there is no impact on picking.

If the pick slip isn't confirmed when the work order is set to Unreleased, the pick slip line is canceled.

Conditions for Material Issue During Picking

The following table summarizes the various conditions, parameters, and scenarios that have an impact on material issue during the picking activity.

Issue Push materials Directly Work Order Operation Material Supply Type Subinventory Move Order Move Order Line Type

Yes

Serialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Nonserial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Serial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Serial-tracked

Push

Not specified

Not picked

Not applicable

Yes

Serialized

Nonserial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Nonserial-tracked

Push

Not specified

Not picked

Not applicable

Yes

Nonserialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Nonserialized

Nonserial-tracked

Pull

Derived in the plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Nonserialized

Serial-tracked

Push

Specified in the work order

Directly issued to work order

WIP Material Issue

Yes

Nonserialized

Serial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

Yes

Nonserialized

Nonserial-tracked

Push

Specified in the work order

Directly issued to work order

WIP Material Issue

Yes

Nonserialized

Nonserial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

No

Serialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Nonserial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Serial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Serial-tracked

Push

Not specified

Not picked

Not applicable

No

Serialized

Nonserial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Nonserial-tracked

Push

Not specified

Not picked

Not applicable

No

Nonserialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Nonserial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Serial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Serial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

No

Nonserialized

Nonserial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Nonserial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

Considerations for Picking Materials

When you initiate the scheduled process Pick Materials for Work Orders in the Work Execution work area, you're creating a movement request in inventory. This creates movement lines for materials to be either directly issued to the work order which is in released status and must be started on the shop floor, or to be moved to a destination subinventory from where materials are available during production. There are a few points that must be considered.

They're as follows:

Work Order Status Changes

When the work order status is changed from released to canceled, closed, or unreleased, the following points must be considered:

  • If there is any open movement request, the movement request lines are canceled.

  • If the movement request line is pick confirmed, the allocated and picked quantity can't be reversed.

Work Order Quantity Changes

When the work order quantity is changed, the following points must be considered:

  • If the work order quantity is increased, the work order is updated and the increase in materials is considered for the next pick release action.

  • If the work order quantity is decreased, there is no impact on the material quantity because the decreased work order quantity can't be less than the issued material quantity. You're notified about the open movement request for the work order.

Work Order Material Quantity Changes

When the material quantity for a work order is changed, the following points must be considered:

  • If the work order material quantity is increased, the increase in material quantity will be considered for the next pick release action.

  • If the work order material quantity is decreased, there is no impact on the material quantity because the decreased work order material quantity can't be less than the issued material quantity. You're notified about the open movement request for the work order material.

  • If the work order material is deleted, the quantity is updated to zero or negative and if there are any open movement request lines, they're canceled.

    Note: The material quantity is updated to negative only in case of rework and transform work orders.

Movement Request Status Changes

When the status of a movement request is changed, the following points must be considered:

  • If the move order is canceled, the quantity to be moved is updated.

  • If the move order is closed, the quantity to be moved is updated.

  • If the move order is partially picked, the quantity to be moved is updated.

Note: The work order materials corresponding to the movement request lines would be eligible for pick release.

Movement Request Quantity Changes

When the movement request quantity is changed, the following points must be considered:

  • There can't be an increase in the movement request quantity because overpicking isn't allowed.

  • If the picked quantity is decreased, the work order material is allocated with the lesser quantity and the balance quantity of the material will be considered for the next pick release action.

The Transfer Transactions from Production to Costing action is used to transfer the manufacturing execution transaction details and work order status updates to costing for accurate costing of the work orders. Here is a an example of a resource transaction. It transfers resource, operation, and work order status change data to costing. The application reads the records in the resource transaction table. If the Costing Interfaced attribute is set as No, the transaction record is transferred to the costing. On successful transfer, the Costing Interfaced attribute is set as yes for the transaction record. If the Costing attribute isn't enabled in the resource definition, the transaction records aren't considered for transferring to costing.

Note: Both discrete work order and process work orders are transferred.

As part of this transfer, the following are interfaced from Oracle Fusion Manufacturing to costing:

  • Resource transaction for costed resources

  • All the operation transactions

  • Work order status updates

For executing project-specific manufacturing, the resources transactions are enriched with the following project details:

  • Expenditure Type is set to the expenditure type associated to the resource. If an expenditure type isn't associated to the resource, then it's set to the expenditure type associated to the Labor/Nonlabor Transaction Type in the Manage Default Expenditure Types page.

  • Expenditure Item Date is set to the resource transaction date and the Expenditure Organization is set to the manufacturing plant.

  • Other project details such as the User Defined Attribute values are derived from the project-specific work order.

The Transfer Transactions from Production to Costing page, accessible from the Work Execution Overview page, enables you to run the program on demand or schedule the program to run at a specific interval of time.

To run the program on demand, perform the following steps:

  1. On the Transfer Transactions from Production to Costing page, in the Parameters region, you must select certain values.

    The following table lists the values you must enter for various parameters on the page:

    Field Description

    Plant

    The name of the manufacturing plant.

    Source System

    The source system that has generated the record. The default value is All.

  2. Click the Submit button. A message is shown confirming that the process is submitted.

To schedule the program, perform the following steps:

  1. On the Transfer Transactions from Production to Costing page, click the Advanced button. The Transfer Transactions from Production to Costing page is reloaded with two new tabs: Schedule tab and Notification tab.

  2. On the Schedule tab, you must enter or select certain values.

    The following table lists the values you must enter for various parameters on the page:

    Field Description

    Run

    Select the Using a schedule option.

    Frequency

    Select the interval at which you want to program to run. You can also select a saved schedule.

    Start Date

    Select the date from which you want to start running the program as per the schedule.

  3. Click the Submit button.

You can import production transactions, such as material transactions, resource transactions, and operation transactions, by using the File-Based Data Import mechanism, or by using REST web services. For process manufacturing work orders, you can also import output item transactions using File-Based Data Import (FBDI) and REST services. For more details on FBDI, refer to the File-Based Data Import for Oracle Supply Chain Management Cloud guide. For more details on REST web services, refer to the REST Web Services for Oracle Supply Chain Management Cloud guide.

For a limited use, you can also use the SOAP web services for importing operation and material transactions.

Import Work Order Material Transactions

You can import the component transactions for work order execution and the product transactions in orderless execution. For the component transactions in work order execution, the component issues to the work order and the component returns to inventory can be imported. For the product transactions in orderless execution, the product completion, return, scrap, and return from scrap transactions can be imported with reference to a work definition that's used to backflush the components and charge the resources.

There's a separate FBDI template to import material transactions for process manufacturing work orders. This template is used to import output item transactions. You can use the REST service material transactions to create output transactions through integration with external systems. Output items that are completed and reversed can also be reported.

Import Work Order Resource Transactions

You can import the resource transactions for work order execution. The resources charged to the work order and the resources reversed from the work order can be imported.

Caution: There's no SOAP web service to import resource transactions into Oracle Manufacturing Cloud.

Import Work Order Operation Transactions

You can import the operation transactions for work order execution. The operation or product completion or return, reject, return from reject, scrap and return from scrap transactions can be imported. There are separate FBDI templates to import operation transactions for discrete manufacturing and process manufacturing work orders. To import discrete manufacturing operation transactions, use the WorkOrderOperationTransactionTemplate.xlsm template. To import process manufacturing operation transactions, use the ProcessWorkOrderOperationTransactionTemplate.xlsm template.

You can create operation, material, and resource transactions using a REST API. However, you can't update, delete, or query the production transactions using a REST API.

You can create start and stop times for an operation using a REST API. You can also query for the start and stop operations using a REST API.

You can query for a dispatch list using a REST API.

Correct Production Transactions 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 can't correct errors for import transaction records created through REST API.

You can correct errors and resubmit the completed data for the following types of production transactions:

  • Work order operation transactions import

  • Work order material transactions import

  • Work order resource transactions import

Follow these steps to correct the errors and resubmit the completed data for any production transaction import record:

  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 import transactions:

    • Select the import transaction type based on whether you're correcting data for operation transactions, material transactions, or resource transactions.

    • 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. Every ADFdi spreadsheet 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 Import 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.