Create Bills of Resources

Use the Create Bills of Resources scheduled process to generate bills of resources for use in Oracle Fusion Global Order Promising and Oracle Fusion Supply Chain Planning.

When to Use

These use cases are applicable to the Create Bills of Resources process:

  • Generate bills of resources for capable-to-promise calculations in Oracle Fusion Global Order Promising from existing manufacturing work definitions and sourcing rules. The bills of resources created for Global Order Promising are comprehensive and can include:
    • Source organization for a component or resource can differ from the assembly item’s organization.
    • Lead Time Offset in Days
    • Substitute Components
    • Alternate Resources
    • Option-dependent Resources

    In addition, the basis can be either Variable or Fixed.

  • Generate bills of resources for production planning of assembly items in a sales and operations plan rather than manually creating and loading them through a file-based data import process.
  • Generate bills of resources for master production planning of assembly items in a segment and their most critical shared components and resources in an aggregate production plan that integrates with a Supply Planning plan.

Typically, this job is scheduled as a standalone process rather than a part of an integrated job set.

For details about how to use this scheduled process with Global Order Promising, see Overview of Using Bills of Resources with Promising.

Privileges Required

  • Edit Bill of Resources (MSC_EDIT_BILLS_OF_RESOURCES_PRIV)

Specifications

Review these specifications before setting up this scheduled process:

Specification Description
Job Type Scheduled as part of a cyclical, integrated planning process, but it can be submitted on a spontaneous basis if required.
Frequency Frequency depends on the business requirement but typically weekly. Generating bills of resources for new or modified items might require this process to run on a more frequent basis.
Time of Day After work hours is recommended, but it can be submitted any time based on your requirements.
Duration Duration depends on
  • Selected bills of resources template
  • Number of organizations
  • Number of items
  • Depth of the item structures (BOM)
  • Number of routing operations
  • Complexity of work definitions

For example, if item structures model substitute components, and work definitions model both alternate resources and option-dependent resources, then this process will take longer to run. Expect the process to run for minutes or hours.

Compatibility There should be only one instance of the job running at any time on the plan.

Parameters

Parameter Optional or Required Description Parameter Value Special Combinations Required Notes
Bills of Resources Template Required Predefined template to generate bills of resources for specific use cases. Single value from this list:
  • Capable to Promise
  • Unfiltered Capable to Promise
  • Item Level for Aggregate Planning
  • Production Plan Analysis
N/A

The Capable to Promise and Unfiltered Capable to Promise templates are used for Oracle Fusion Global Order Promising.

The Unfiltered Capable to Promise template was designed for migrating to high-volume promising. It’s recommended that you use the Capable to Promise template to focus on critical components and resources.

The Item Level for Aggregate Planning template is used for Oracle Fusion Sales and Operations Planning.

The Production Plan Analysis template is used for production plans in Oracle Fusion Supply Planning.

Plan Optional If you have already created a sales and operations plan, select the plan to automatically populate fields for the scheduled process. Valid plan name. N/A This parameter applies only to the Item Level for Aggregate Planning template. Otherwise, it’s not selectable.
Source System Required Source system from where data is referenced in the process. Single value from list of valid source systems. N/A Organizations
Level Members Required The organizations to include in the process from the selected source system. One or more valid organizations. N/A Organizations
Catalog Required The catalog containing the item categories to include in the process. Valid catalog name. N/A Items

The profile option value for MSC_SRC_ASSIGNMENT_CATALOG is used to default Catalog (and Level) fields for the Capable to Promise and Unfiltered Capable to Promise templates.

Level Required The level name in the catalog that contains the item categories to include in the process. Single value from list of valid category levels. N/A Items
Level Members Required The item categories to include in the process. One or more valid item categories. N/A Items
Assignment Set Required Select an assignment set that contains the sourcing assignments and rules to reference in the process. Valid assignment set. N/A Input Parameters

The profile option value for MSP_DEFAULT_ASSIGNMENT_SET is used to default this field for the Capable to Promise and Unfiltered Capable to Promise templates. However, you can select a different assignment set to generate bills of resources.

Input Simulation Set Optional Name of the simulation set that contains adjustments to plan inputs read by the scheduled process. For example, defining a resource as Bottleneck or an item as Critical Component. Valid simulation set. N/A Input Parameters
Attribute Used to Include Components Required Item attribute used to mark items as critical for the bills of resources.

For the Capable to Promise template, Critical Component is selected automatically.

For the Unfiltered Capable to Promise template, Include all components is selected automatically.

For the Item Level for Aggregate Planning template, selecting either Critical Component or Don’t include components is required.

For the Production Plan Analysis template, Critical Component is selected automatically.

N/A Input Parameters
Attribute Used to Include Resources Required Resource attribute used to mark resources as critical for the bills of resources.

For the Capable to Promise template, selecting either Capable-to-Promise Indicator or Bottleneck is required.

For the Unfiltered Capable to Promise template, Capable-to-Promise Indicator is selected automatically.

For the Item Level for Aggregate Planning template, selecting either Bottleneck or Don’t include resources is required.

For the Production Plan Analysis template, Bottleneck is selected automatically.

N/A Input Parameters
Bill of Resources Structure N/A

Bill of Resources Structure is selected automatically.

Within organization structure, generates bills of resources where the source organization for components and resources is the same as the assembly item’s organization

Across organizations structure generates bills of resources where the source organization for components and resources can differ from the assembly item’s organization.

For the Unfiltered Capable to Promise and Item Level for Aggregate Planning templates, Within organization is selected automatically.

For the Capable to Promise and Production Plan Analysis templates, Across organizations is selected automatically.

N/A Output Parameters
Planning Product Level N/A Bills of Resources are created at the item level. Item N/A Output Parameters
Output Simulation Set Required A simulation set that will contain the bills of resources created during the scheduled process. The output simulation set can be the same as the input simulation set. Valid simulation set. N/A Output Parameters

Troubleshooting Information

  • These setups are required before running the Create Bills of Resources scheduled process:
    • For Oracle Fusion Global Order Promising, see Order Management readiness training for more details starting from update 22A.
    • See Oracle Fusion Sales and Operations Planning readiness training for more details starting from update 21D.
    • See Oracle Fusion Supply Planning readiness training for more details on aggregate production planning starting from update 23D.
  • You can view the status of the Create Bills of Resources job in the Scheduled Processes work area.
  • After you submit the program, you can Cancel Process as provided by the Scheduled Processes work area.
  • Refer to the log file attached to the Create Bills of Resources process for details, including warning and error messages.
  • This process can use collected input data from either an Oracle Fusion source system or an external source system.
  • If the source organization for a component or resource differs from its assembly’s organization, ensure that both organizations are selected as level members when you submit this process.
  • Review process output by opening the Aggregate Bill of Resource table in the output simulation set in the Plan Inputs work area. All columns in the table are visible in this work area.
  • You can load bills of resources using the Supply Chain Planning Bill Of Resources file-based data import (FBDI) template for Supply Chain Planning in conjunction with this scheduled process, or as an alternative. You must use the FBDI template to create bills of resources at the category level for Oracle Fusion Sales and Operations Planning.
  • Contact product support if the reason for errors isn’t clear from the log, or if you need assistance with process performance.