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R12.x Oracle Bills of Material and

Engineering Fundamentals

Activity Guide

D59871GC10

Edition 1.0

May 2012

D65957

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Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy andprint this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorizationof Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document, pleasereport them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is notwarranted to be error-free.

Restricted Rights Notice

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the UnitedStates Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTSThe U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restrictedby the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

Trademark Notice

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective

owners.

Author

Reena Titus

Technical Contributors and Reviewers

Radhakrishnan Angappan, April Nelson

This book was published using: OracleTutor

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R12.x Oracle Bills of Material and Engineering Fundamentals Table of Contents

iii

Table of Contents

Oracle Bills of Material and Engineering Fundamentals Supplemental Student Practices.......................1-1R12.x Oracle Bills of Material and Engineering Fundamentals Supplemental Practices...............................1-3Objectives ......................................................................................................................................................1-4Lesson 1- Defining Items ...............................................................................................................................1-5

Practice - Creating Items............................................................................................................................1-6Solution Creating Items...........................................................................................................................1-8Practice - Defining and Assigning Item Statuses........................................................................................1-15Solution Defining and Assigning Item Statuses.......................................................................................1-17

Lesson 2- Setting Up Bills of Material and Routings ......................................................................................1-21Practice - Defining Workday Calendars .....................................................................................................1-22Solution Defining Workday Calendars.....................................................................................................1-23Practice - Defining Resources and Departments .......................................................................................1-28Solution Defining Resources and Departments.......................................................................................1-30

Lesson 3- Creating Bills of Material................................................................................................................1-37Practice - Creating Standard Bills of Material.............................................................................................1-38

Solution Creating Standard Bills of Material ............................................................................................1-39Lesson 4- Creating Customized Bills of Material............................................................................................1-43Lesson 5- Maintaining Bills of Material...........................................................................................................1-44

Practice - Maintaining Bills of Material .......................................................................................................1-45Solution Maintaining Bills of Material.......................................................................................................1-46

Lesson 6- Creating Routings..........................................................................................................................1-56Practice - Defining Routings.......................................................................................................................1-57Solution Defining Routings......................................................................................................................1-59Practice - Entering and Calculating Lead Times ........................................................................................1-64Solution Entering and Calculating Lead Times........................................................................................1-66

Lesson 7- Maintaining Routings.....................................................................................................................1-76Practice - Defining Standard Operations....................................................................................................1-77Solution Defining Standard Operations ...................................................................................................1-78

Lesson 8- Common Bills of Material and Routing Functionality .....................................................................1-82Practice - Copying Bills of Material.............................................................................................................1-83Solution Copying Bills of Material............................................................................................................1-84Practice - Deleting Records........................................................................................................................1-89Solution Deleting Records.......................................................................................................................1-90

Lesson 9- Engineering Overview ...................................................................................................................1-94Practice - Creating Engineering Items........................................................................................................1-95Solution Creating Engineering Items.......................................................................................................1-97

Lesson 10- Setting Up Oracle Engineering....................................................................................................1-104Lesson 11- Creating Engineering Change Orders .........................................................................................1-105

Practice - Creating Engineering Change Orders ........................................................................................1-106Solution Creating Engineering Change Orders .......................................................................................1-107

Lesson 12- Maintaining Engineering Change Orders.....................................................................................1-116Lesson 13- Transferring and Copying Engineering Items, Bills, and Routings...............................................1-117

Practice - Transferring Engineering Items to Manufacturing ......................................................................1-118Solution Transferring Engineering Items to Manufacturing......................................................................1-119Practice - Copying Engineering Items to Manufacturing ............................................................................1-121Solution Copying Engineering Items to Manufacturing............................................................................1-122

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iv

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v

Preface

Profile

How This Course Is Organized

R12.x Oracle Bills of Material and Engineering Fundamentalsis an instructor-led course

featuring lecture and hands-on exercises. Online demonstrations and written practice sessionsreinforce the concepts and skills introduced.

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vi

Related Publications

Oracle Publications

Title Part Number

Oracle Bills of Material User's Guide E13688-02

Oracle Engineering User's Guide E13687-02

Additional Publications System release bulletins

Installation and users guides

Read-me files

International Oracle Users Group (IOUG) articles

Oracle Magazine

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vii

Typographic Conventions

The following two lists explain Oracle University typographical conventions for words thatappear within regular text or within code samples.

1. Typographic Conventions for words within regular text

Convention Object or Term Example

Courier new, User input;

commands;

column, table, and

schema names;

functions;

PL/SQL objects;

paths

Use the SELECTcommand to view

information stored in the LAST_NAME

column of the EMPLOYEEStable.

Enter 300.

Log in as scott

Initial cap Triggers;

user interface object

names, such as

button names

Assign a When-Validate-Item trigger to

the ORD block.

Click the Cancel button.Italic Titles of

courses and

manuals;emphasized

words or phrases;

placeholders or

variables

For more information on the subject see

Oracle SQL Reference Manual

Do notsave changes to the database.

Enter hostname, where hostnameis the

host on which the password is to be changed

Quotation

marks

Lesson or module

title referenced

within a course

This subject is covered in Lesson 3, Working withObjects.

2. Typographic Conventions for words within code samples

Convention Object or term Example

Uppercase Commands,

functions

SELECT employee_idFROM employees

Lowercase

italic

Syntax variables CREATE ROLE role

Initial cap Forms triggers Form module: ORD

Trigger level: S_ITEM.QUANTITYitem

Trigger name: When-Validate-Item

. . .

Lowercase Column names,table names

Filenames,

PL/SQL objects

. . .OG_ACTIVATE_LAYER

(OG_GET_LAYER ('prod_pie_layer'))

. . .SELECT last_name

FROM employees;

Bold Text that must be

entered by a user

CREATE USER scottIDENTIFIED BY tiger;

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viii

3. Typographic Conventions for Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct youthrough Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoicethen Entrythen Invoice BatchesSummary.

2. (M) From the menu, select Querythen Find.

3. (B) Click the Approvebutton.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab

4. Typographic Conventions for Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to findpertinent information in the Oracle Applications Help System.

The following help navigation path, for example

(Help) General Ledger > Journals > Enter Journals

represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help systemwindow.

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Oracle Bills of Material and Engineering Fundamentals Supplemental Student Practices

Chapter 1 - Page 1

Oracle Bills of Material andEngineering FundamentalsSupplemental StudentPractices

Chapter 1

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Chapter 1 - Page 2

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Chapter 1 - Page 3

R12.x Oracle Bills of Material and Engineering FundamentalsSupplemental Practices

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Chapter 1 - Page 4

Objectives

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Chapter 1 - Page 5

Lesson 1- Defining Items

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Chapter 1 - Page 6

Practice - Creating Items

Overview

In this practice you will create items. In addition to creating the items, you will also review thenewly creating items. The items created in this practice will be used for the remaining practicesin this course.

Assumptions You must have access to an Oracle Application Vision database or comparable training

or test instance at your site on which to complete this practice.

Students log into Oracle with User Name mfgand Password welcome; your instructormight have a different User Name and Password for you to use.

Students use the Manufacturing and Distribution Manager responsibility to completethis practice.

Students use the M1 organization.

Students replace XX with a unique identifier, such as initials or something easy toremember.

Tasks

Creating Items

Use the following table to create items. After you create the items, be sure to assign the items tothe M1-Seattle Manufacturing organization. XX is your unique identifier.

Item Description Template Type Copied Item

XX1000 Pentium Computer Finished Good

XX1010 17 Monitor Purchased Item

XX1020 101 Keyboard XX1010

XX1030 Mouse XX1010

XX1040 CPU Chassis Subassembly

XX2010 Motherboard XX1040

XX2011 New Motherboard XX1040

XX2020 Serial Board XX1010

XX2030 1.6 GB Hard Drive XX1010

XX2040 3.5 Disk Drive XX1010

XX3010 Blank Board XX1010

XX3020 586 133mHz IC XX1010

XX3030 Resistor XX1010

XX3031 New Resistor XX1010

XX3040 Integrated Circuit XX1010

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Chapter 1 - Page 7

Searching Items

Using the Item Search window, perform a search for all your newly created items. When youfinish searching for your XX items, perform a search for all Pentium computers.

Reviewing Items

Using the Find Item Information window, review one or more of your items. Look at theattributes for one of your XX items.

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Chapter 1 - Page 8

Solution Creating Items

Creating Items

Responsibility = Manufacturing and Distribution Manager

1. Navigate to the Master Items window.

(N) Inventory > Items > Master Items2. Use the following table to create items. After you create the items, be sure to assign the

items to the M1-Seattle Manufacturing organization. XX is your unique identifier.

Item Description Template Type Copied Item

XX1000 Pentium Computer Finished Good

XX1010 17 Monitor Purchased Item

XX1020 101 Keyboard XX1010

XX1030 Mouse XX1010

XX1040 CPU Chassis Subassembly

XX2010 Motherboard XX1040

XX2011 New Motherboard XX1040

XX2020 Serial Board XX1010

XX2030 1.6 GB Hard Drive XX1010

XX2040 3.5 Disk Drive XX1010

XX3010 Blank Board XX1010

XX3020 586 133mHz IC XX1010

XX3030 Resistor XX1010

XX3031 New Resistor XX1010

XX3040 Integrated Circuit XX1010

3. Enter the item and description.

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Chapter 1 - Page 9

4. Apply a template or copied item. Enter a value for Template Type or Copied Item.

(M) Tools > Copy From

5. Select Finished Good template.

6. Select Apply, and then Done.

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Chapter 1 - Page 10

7. Save your item.

8. Assign your item to the M1-Seattle Manufacturing organization.

(M) Tools > Organization Assignment

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Chapter 1 - Page 11

9. Save your work

10. Repeat these steps to create all the items in the table.

Searching Items

1. Navigate to the Item Search window.

(N) Inventory > Items > Item Search

2. Using the Item Search window, perform a search for all your newly created items. When youfinish searching for your XX items, perform a search for all Pentium computers.

3. In the Item Mask field enter XX%. (XX is your unique identifier)

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Chapter 1 - Page 12

4. Select Find. (B) Find

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Chapter 1 - Page 13

5. After reviewing the search results, close the Item Search window.

6. Search for all Pentium computers.7. In the Find Items window enter %Pentium% in the Description field.

8. Select Find.

(B) Find

9. Review the search results.

Reviewing Items

1. Navigate to the Find Item Information window.

(N) Inventory > Items > Item Information

2. Using the Find Item Information window, review the attributes for one or more of your XXitems.

3. In the Item field, enter one of your XX items.

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Chapter 1 - Page 14

4. Select Attributes. (B) Attributes

5. If you receive an error, select OK.

(B) OK

6. Review the attribute information.

7. Close the Item Attributes window.

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Chapter 1 - Page 15

Practice - Defining and Assigning Item Statuses

Overview

In this practice you will define a new item status code. In addition to creating the item statuscode, you will create a new inventory item and assign the newly defined item status code to theitem.







Tasks

Creating Item Status Codes

Define a Prototype status using your unique identifier XX. Use the following information tocomplete the task.

Status XXPROTO

In the adjacent mandatory field XX Prototype

Description XX Prototype Status

BOM Allowed Yes

Build in WIP No

Customer Orders Enabled No

Internal Orders Enabled Yes

Invoice Enabled No

Purchasable No

Stockable Yes

Transactable Yes

Defining Items

Define a new finished good item called XX_NP and assign it to the M1-Seattle Manufacturingorganization.

Reviewing Item Information

Review the status and attributes.

What is the status of your part? __________________________________________

How are the following attributes set?

BOM Allowed ____________________________________________________

Build in WIP _____________________________________________________

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Chapter 1 - Page 16

Customer Orders Enabled ___________________________________________

Internal Orders Enabled _____________________________________________

Invoice Enabled ___________________________________________________

Purchasable ______________________________________________________

Stockable ________________________________________________________

Transactable ______________________________________________________

Updating Item Status Information

In the Item Master window change your items status to XXPROTO and save your work. Querythe item again and note the values for the item attributes.

Which attributes changed? ______________________________________________

Is this consistent with the values for the prototype item status? __________________

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Chapter 1 - Page 17

Solution Defining and Assigning Item Statuses

Creating Item Status Codes


1. Navigate to the Item Status window.

(N) Inventory > Setup > Items > Status Codes2. Define a Prototype status using your unique identifier XX. Use the following information to

complete the task.

Status XXPROTO

In the adjacent mandatory field XX Prototype

Description XX Prototype Status

BOM Allowed Yes

Build in WIP No

Customer Orders Enabled No

Internal Orders Enabled Yes

Invoice Enabled No

Purchasable No

Stockable Yes

Transactable Yes

3. Enter the status code information from the list above.

4. Save your work.

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Chapter 1 - Page 18

Defining Items

1. Navigate to the Master Item window

(N) Inventory > Items > Master Items

2. Define a new finished good item called XX_NP and assign it to the M1-SeattleManufacturing organization.

3. Enter the following information:

Item Name XX_NP

Description XX New Part

4. Apply the Finished Good template

(M) Tools > Copy From

5. Select Apply, and then Done.

6. Save your work.

7. Enable the item in organization M1.

(M) Tools > Organization Assignment8. Select the Assign box for M1.

9. Save your work.

Reviewing Item Information

1. Navigate to the Item Information window

(N) Inventory > Items > Item Information

2. Review the status and attributes for item XX_NP.

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Chapter 1 - Page 19

3. Enter your item XX_NP and select Attributes.

(B) Attributes

4. Answer the following questions:

What is the status of your part? Active

How are the following attributes set?

BOM Allowed: Yes

Build in WIP: Yes

Customer Orders Enabled: Yes

Internal Orders Enabled: Yes

Invoice Enabled: Yes

Purchasable: Yes

Stockable: Yes

Transactable: Yes

Updating Item Status Information

1. Navigate to the Master Item window


2. Change your items status to XX Proto.

3. In the Main tab of the Master Item window, change the Item Status to XX Proto.

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Chapter 1 - Page 20

4. Save your work.

5. Query item XX_NP again and note the values for the item attributes.

Which attributes changed? Build in WIP, Customer Orders Enabled, Invoice Enabled, andPurchasable

Is this consistent with the values for the prototype item status? Yes

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Chapter 1 - Page 21

Lesson 2- Setting Up Bills of Material and Routings

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Chapter 1 - Page 22

Practice - Defining Workday Calendars

Overview

In this practice you will define a workday calendar with exceptions. To build a workday calendar,you will:

Define an exception set

Define a workday pattern

Build the calendar







Tasks

Defining Workday Exception Sets

Define a workday exception set named XX-EXCEPT. Enter three exception dates in 2010.

Defining Workday Calendars

Define a calendar workday pattern with the information below. Load the workday exception setyou created earlier and then build your calendar.

Name XX-CAL

Description Calendar for XX

Quarterly Type 4/4/5 week pattern

Calendar Date Ranges From 04-JAN-2010 To 30-DEC-2010

Seq 1

Days On 5

Days Off 2

Description Regular work week

Reviewing Calendar Information

Review your new calendar in the Inventory responsibility. Verify the exception dates appear.

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Chapter 1 - Page 23

Solution Defining Workday Calendars

Defining Workday Exception Sets


1. Navigate to the Exception Templates window.

(N) Bills of Material > Setup > Exception Templates2. Define a workday exception set named XX-EXCEPT. Enter three exception dates in 2010.

3. In the Exception Templates window, enter the following information:

Template XX-EXCEPT

Description Workday Exception Set

Inactive On One month from the current date

Date Enter three exception dates

4. Save your work.

Defining Workday Calendars

1. Navigate to the Workday Calendar window.

(N) Bills of Material > Setup > Calendars

2. Define a calendar workday pattern with the information below. Load the workday exceptionset you created earlier and then build your calendar.

Name XX-CAL




Seq 1

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Chapter 1 - Page 24

Days On 5

Days Off 2


3. In the Workday Calendar window, enter the following information:

Name XX-CAL




4. Select Workday Pattern.

(B) Workday Pattern

5. Enter the following information:

Seq 1

Days On 5

Days Off 2


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Chapter 1 - Page 25

6. Save your work and close the Workday Patterns window.

7. In the Workday Calendar window, select Dates.

(B) Dates

8. You should see the days of your workweek blacked out.

9. Select Exception List.

(B) Exception List10. Select Load.

(B) Load

11. In the Template field, select the exception set you created earlier.

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Chapter 1 - Page 26

12. Select OK.

(B) OK

13. You should see your calendar with the exceptions on it.

14. Select OK.

15. Build the calendar.

(M) Tools > Build

16. A concurrent process is run to build the calendar/exceptions. Note the concurrent processnumber ____________________ and select OK.

17. Verify the concurrent process completed normally.

(M) View > Requests

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Chapter 1 - Page 27

Reviewing Calendar Information

1. Navigate to the Calendar window.

(N) Inventory > Setup > Organizations > Calendars

2. Review your new calendar in the Inventory responsibility. Verify the exception dates appear.

3. Query your calendar.

4. Select Dates.

(B) Dates

5. Review your exception dates.

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Chapter 1 - Page 28

Practice - Defining Resources and Departments

Overview

In this practice you will define new resources and departments.

Assumptions

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.





Tasks

Defining Department Class Codes

Define a Department Class Code XXPCMFG with a description of PC ManufacturingDepartment Class. XX is a unique identifier.

Defining Resources

Define resources using the information below:

Resource Description Type

XXInserter Auto Inserter Machine

XXAssblr Labor Grade 1 Person

XXTester Tester Person

For each resource use the additional information below:

UOM HR

Charge Type WIP Move

Default Basis Item

Costed Yes

Standard Rate Yes

Absorption Account Miscellaneous Variance Account Miscellaneous

For each resource enter the cost details using the information below:

Cost Type Frozen

Resource Unit Cost 45.00

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Chapter 1 - Page 29

Defining Departments

Define departments using the table information below:

Department Description Class ResourceName

Available24 Hours

Share Units Shifts

XXAutoIns AutoInsertion

XXPCMFG XXInserter No No 1 1

XXManAssy ManualAssembly

XXPCMFG XXAssblr No No 10 1

XXTest Testing XXPCMFG XXTester No No 3 1

XXPCFinal PC FinalAssembly



XXPCMFG XXTester No No 2 1

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Chapter 1 - Page 30

Solution Defining Resources and Departments

Defining Department Class Codes


1. Navigate to the Department Classes window.

(N) Bills of Material > Setup > Department Classes2. Define a Department Class Code XXPCMFG with a description of PC Manufacturing

Department Class. XX is a unique identifier.

3. Enter Department Class Code XXPCMFG with a description of PC ManufacturingDepartment Class.

4. Save your work.

Defining Resources

1. Navigate to the Resources window.

(N) Bills of Material > Routings > Resources

2. Define resources using the information below:

Resource Description Type

XXInserter Auto Inserter Machine

XXAssblr Labor Grade 1 Person

XXTester Tester Person

3. For each resource use the additional information below:

UOM HR

Charge Type WIP Move

Default Basis Item

Costed Yes

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Chapter 1 - Page 31

Standard Rate Yes

Absorption Account Miscellaneous

Variance Account Miscellaneous

4. Click (B) Rates and enter the cost details using the information below:

Cost Type Frozen

Resource Unit Cost 45.00

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Chapter 1 - Page 32

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Chapter 1 - Page 33

5. Remember to save your work.

Defining Departments

1. Navigate to the Departments window. (N) Bills of Material > Routings > Departments

2. Define departments using the table information below:

Department Description Class ResourceName

Available24 Hours

Share Units Shifts

XXAutoIns AutoInsertion

XXPCMFG XXInserter No No 1 1

XXManAssy ManualAssembly


XXTest Testing XXPCMFG XXTester No No 3 1



XXPCTest PC FinalAssembly

XXPCMFG XXTester No No 2 1

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Chapter 1 - Page 34

3. Enter Department, Description, and Class.

4. Choose Resources.

(B) Resources

5. Enter Resource, Available 24 Hours, Share, and Units.

ResourceName

Available24 Hours

Share Units Shifts

XXInserter No No 1 1

XXAssblr No No 10 1

XXTester No No 3 1

XXAssblr No No 4 1XXTester No No 2 1

Note: If the resource is available for 24 hours, then the Shifts button will be disabled. Uncheckthe Available 24 Hours check box for the Shift button to be enabled.

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Chapter 1 - Page 35

6. Choose Shifts.

(B) Shifts

7. Enter the shift information.

Shift Num 1

8. Save your work.

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Chapter 1 - Page 36

9. Follow the same steps to enter the remaining departments.

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Chapter 1 - Page 37

Lesson 3- Creating Bills of Material

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Chapter 1 - Page 38

Practice - Creating Standard Bills of Material

Overview

In this practice you will create three different standard bills of material.

Assumptions






Tasks

Creating Standard Bills of Material

Create three bills of material for items XX1000, XX1040, and XX2010.

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Chapter 1 - Page 39

Solution Creating Standard Bills of Material

Creating Standard Bills of Material


1. Navigate to the Bills of Material window.

(N) Bills of Material > Bills > Bills2. Create three bills of material for items XX1000, XX1040, and XX2010.

3. The following diagram represents the structures you will create.

4. Enter the item. Leave all other information as it defaults. XX is your unique identifier.

Item XX1000

5. Enter the components in the following order. Be careful to include the correct quantities ofcomponents in your bills.

ItemSequence

Component Qty

10 XX1010 1

20 XX1020 1

30 XX1040 1

40 XX1030 1

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Chapter 1 - Page 40

6. Save your work.

7. Clear the Bills of Material window and enter information as listed in the table for your toplevel assembly XX1040:

Item XX1040

8. Enter the components in the following order.

ItemSequence

Component Qty

10 XX2010 1

20 XX2020 1

30 XX2030 1

40 XX2040 1

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Chapter 1 - Page 41

9. Save your work.

10. Clear the Bills of Material window and enter information as listed in the table for your toplevel assembly XX2010:

Item XX2010

11. Enter the components in the following order:

ItemSequence

Component Qty

10 XX3010 1

20 XX3020 2

30 XX3030 20

40 XX3040 10

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Chapter 1 - Page 42

12. Save your work and close the window.

(M) File > Save

(M) File > Close Form

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Chapter 1 - Page 43

Lesson 4- Creating Customized Bills of Material

There are no Practices and Demonstrations in this Lesson

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Chapter 1 - Page 44

Lesson 5- Maintaining Bills of Material

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Chapter 1 - Page 45

Practice - Maintaining Bills of Material

Overview

In this practice you will compare bills of material, create an alternate bill of material, and attach atext document to a bill of material. You will also check a bill of material for bill loops and view anindented bill of material.







Tasks

Comparing Bills of Material

Compare bill of material XX1040 to bill of material XX2010.

Creating Alternate Bills of Material

Create an alternate name called XXSUB for a substitute part.

Create an alternate bill of material for item XX2010 using the alternate name XXSUB. Replaceitem XX3010 with a different XX3010 for your alternate bill of material.

Enabling Items and Copying Bills of Material in Different Organizations

Enable items XX2010, XX3010, XX3020, and XX3030 in organization M2-BostonManufacturing.

Copy items XX2010 bill of material from the M1-Seattle Manufacturing organization to the M2-Boston Manufacturing organization.

Performing Loop Checks

Perform a loop check for item XX1000.

Attaching Text Documents

Attach a text document to item XX1000.

Viewing Indented Bills of MaterialView the indented bill of material for item XX1000.

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Chapter 1 - Page 46

Solution Maintaining Bills of Material

Comparing Bills of Material


1. Navigate to the Comparison window.

(N) Bills of Material > Bills > Comparison2. Compare bill of material XX1040 to bill of material XX2010.

3. Enter the two bills to compare.

4. Select Compare.

(B) Compare

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Chapter 1 - Page 47

Creating Alternate Bills of Material

1. Create an alternate name called XXSUB for a substitute part.

2. Navigate to the Alternates window

(N) Bills of Material > Setup > Alternates

3. Insert a new record or click on the next available line.

4. Type XXSUB and enter a description Alternate XX Name.


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Chapter 1 - Page 48

6. Create an alternate bill of material for item XX2010 using the alternate name XXSUB.Replace item XX3010 with a different XX3010 for your alternate bill of material.


(N) Bills of Material > Bills > Bills

8. Enter your item XX2010. Select XXSUB from the LOV in the Alternate field.

9. Copy bill of material XX2010.

(M) Tools > Copy Bill From

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Chapter 1 - Page 49

10. Replace item XX3010 with a different XX3010.

11. Save your work.

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Chapter 1 - Page 50

Enabling Items and Copying Bills of Material in Different Organizations

1. Navigate to the Master Item window.


2. Enable items XX2010, XX3010, XX3020, and XX3030 in organization M2-BostonManufacturing.

3. Query items XX2010, XX3010, XX3020, and XX3030 and enable them in organization M2-

Boston Manufacturing.

4. Copy items XX2010 bill of material from the M1-Seattle Manufacturing organization to M2-Boston Manufacturing organization.

5. Change your organization to M2-Boston Manufacturing.

6. Navigate to the Change Organization window.

(N) Inventory > Change Organization

7. Select M2 Boston Manufacturing

8. Select OK

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Chapter 1 - Page 51



10. Enter XX2010 in the Item field.

11. Click in the Item Seq field in the Main tab12. Copy bill of material XX2010 from organization M1.

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Chapter 1 - Page 52

13. You now have a bill of material for XX2010 in organizations M1 and M2.

14. Save your work.

Performing Loop Checks

1. Perform a loop check for item XX1000.

2. Change your organization back to M1-Seattle Manufacturing.

3. Navigate to the Change Organization window.

(N) Inventory > Change Organization

4. Select M1 Seattle Manufacturing

5. Click OK



7. Find item XX1000.

8. Check for loops.

(M) Tools > Check for Loops

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Chapter 1 - Page 53

9. A note displays. Select OK.

Attaching Text Documents

1. Remain in the Bills of Material window with item XX1000.

2. Attach a text document to item XX1000.

3. Select the paper clip icon.

4. In the Attachments window, click in the category field of the Main tab and chooseMiscellaneous from the LOV.

5. Enter a brief description in the Description field.

6. In the Data Type field of the Source tab, select Short Text in the LOV.

7. Enter a text statement.

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Chapter 1 - Page 54

8. Save your work.

9. Close the Attachments window.

10. Test your attachment. Query on item XX1000 again.

11. Is the paper clip icon different? ___________

12. Select the paper clip and review the attachment.

13. Close the window.

Viewing Indented Bills of Material

1. Navigate to the Find Indented Bills of Material window.

(N) Bills of Material > Bills > Indented Bills

2. View the indented bill of material for item XX1000.

3. Enter item XX1000 and select Find.

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Chapter 1 - Page 55

4. Review the bill of material. Click on the +/- buttons at the bottom of the window.

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Chapter 1 - Page 56

Lesson 6- Creating Routings

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Chapter 1 - Page 57

Practice - Defining Routings

Overview

In this practice you will define routings for items XX1000, XX1040, and XX2010.

Assumptions






Tasks

Defining Routings

1. Create a routing for item XX1000 using the table below. For each resource use HR forUOM and Yes for Schedule.

OperationSequence

Department Description ResourceSequence

ResourceName

Basis UsageRate

AssignedUnits

100 XXPCFINAL AssemblePC

10 XXAssblr Item .25 4

200 XXPCTest Test PC 10 XXTester Item .5 1


OperationSequence


ResourceName

Basis UsageRate

AssignedUnits

100 XXPCFINAL AssembleCPUChassis


200 XXPCTest Test CPU

Chassis

10 XXTester Item 1 1


Operation Department Description Resource Resource Basis Usage Assigned

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Chapter 1 - Page 58

Sequence Sequence Name Rate Units

100 XXAutoIns Machineinstallcomponents

10 XXInserter Lot 2 1

20 XXInserter Item 1 1

200 XXManAssy Hand installcomponents 10 XXAssblr Item .1 10

300 XXTest Testmotherboard


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Chapter 1 - Page 59

Solution Defining Routings

Defining Routings


1. Navigate to the Routings window.

(N) Bills of Material > Routings > Routings2. Create a routing for item XX1000 using the table below. For each resource use HR for UOM

and Yes for Schedule.

OperationSequence


ResourceName

Basis UsageRate

AssignedUnits

100 XXPCFinal AssemblePC


200 XXPCTest Test PC 10 XXTester Item .5 1

3. Enter Operation Sequence and Department in the Routings window under the Main tab.

4. Enter Description under the Description tab in the Routings window.

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Chapter 1 - Page 60

5. Select Operation Resources.

(B) Operation Resources

6. Enter Resource Sequence, Resource Name, UOM, Basis, and Usage Rate under the Maintab in the Operation Resources window.

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Chapter 1 - Page 61

7. Enter Assigned Units and Schedule under the Scheduling tab.

8. Save your work.

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Chapter 1 - Page 62

9. Return to the Routings window and enter the remaining information for Operation Sequence200 for item XX1000.

10. Create a routing for item XX1040 following the steps from 3 to 9 using the information fromthe table below. For each resource use HR for UOM and Yes for Schedule.

OperationSequence


ResourceName

Basis UsageRate

AssignedUnits

100 XXPCFinal AssembleCPUChassis


200 XXPCTest Test CPUChassis


11. Create a routing for item XX2010 following the steps from 3 to 9 using the information fromthe table below. For each resource use HR for UOM and Yes for Schedule.

OperationSequence


ResourceName

Basis UsageRate

AssignedUnits

100 XXAutoIns Machineinstallcomponents

10 XXInserter Lot 2 1

20 XXInserter Item 1 1

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Chapter 1 - Page 63

200 XXManAssy Hand installcomponents


300 XXTest Testmotherboard


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Chapter 1 - Page 64

Practice - Entering and Calculating Lead Times

Overview

In this practice you will enter lead times. In addition to entering the lead times, you will alsocalculate and review the lead times.







Tasks

Entering Lead Times

1. Find the item and enter the lead times for your buy items in organization M1 using thefollowing table. XX is your unique identifier.

Item Number Preprocessing LT Processing LT Postprocessing LT

XX1010 5 5

XX1020 5 5

XX1030 5 5

XX2020 5 5 2

XX2030 5 5

XX2040 5 5

XX3010 5 10 2

XX3020 5 60 1

XX3030 5 5

XX3040 5 30 1

2. Enter lot sizes of 100 pieces for items XX1000, XX1040, and XX2010.

Calculating Lead Times

1. Calculate lead times for items XX2010, XX1040, and XX1000.

2. View the fixed, variable, and processing lead times for items XX2010, XX1040, and XX1000.

3. Roll up the cumulative lead time for item XX1000.

4. View the cumulative lead time for item XX1000.

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Chapter 1 - Page 65

5. View the indented bill of material for item XX1000. Review the lead times for thecomponents.

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Chapter 1 - Page 66

Solution Entering and Calculating Lead Times

Entering Lead Times


1. Navigate to the Organization Items window.

(N) Inventory > Items > Organization Items2. Enter the item number in the Item field.

3. Click the Find button

4. In the Organization Item window, enter the lead times information in the Lead Times tab.

5. Enter lead times for your buy items in organization M1 using the table below. XX is yourunique identifier.

Item Number Preprocessing LT Processing LT Postprocessing LT

XX1010 5 5

XX1020 5 5

XX1030 5 5

XX2020 5 5 2

XX2030 5 5

XX2040 5 5

XX3010 5 10 2

XX3020 5 60 1

XX3030 5 5

XX3040 5 30 1

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Chapter 1 - Page 67

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Chapter 1 - Page 68

6. Enter lot sizes of 100 pieces for items XX1000, XX1040, and XX2010.

Calculating Lead Times

1. Calculate lead times for items XX2010, XX1040, and XX1000.

2. Navigate to the Lead Times window.

(N) Bills of Material > Routings > Lead Times3. Select Single Request and click OK.

4. Select Calculate Manufacturing Lead Times GUI in the LOV for the Request Name.

5. Enter specific item XX2010 in the Parameters window.

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Chapter 1 - Page 69

6. Click OK.

7. Submit the request.

8. Repeat these steps for items XX1040 and XX1000.

9. View the fixed, variable, and processing lead times for items XX2010, XX1040, and XX1000.

10. Navigate to the Organization Item window.

Inventory > Items > Organization Items

11. Find the items and select the Lead Time tab to review the lead times.

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Chapter 1 - Page 71

12. Roll up the cumulative lead time for item XX1000.

13. Navigate to the Lead Times window.

(N) Bills of Material > Routings > Lead Times

14. Select Single Request and OK.

15. In the Name field, select Rollup Cumulative Lead Times.

16. Enter item XX1000 in the Item field of the Parameters window.

17. Click OK.

18. Submit the request.

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Chapter 1 - Page 73

22. View the indented bill of material for item XX1000. Review the lead times for thecomponents.

23. Navigate to the Find Indented Bills of Material window.

(N) Bills of Material > Bills > Indented Bills

24. Enter item XX1000 and select the Lead Time check box.

25. Select Find.

(B) Find

26. Select the Leadtime tab.

27. Click in the Level field of the row XX1040.

28. Click on the Expand button at the bottom to review the lead times for the components.

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Chapter 1 - Page 74

29. View the Variable, Fixed, and Processing Lead Times for items XX2010, XX1040, andXX1000.

30. Navigate to the Organization Item window.

(N) Inventory > Items > Organization Items

31. Enter Item XX1000 in the Items From field.

32. Enter Item XX3040 in the Items To field.33. Click Find.

34. Click the Open Folder icon in the Organization Item window.

35. Select Item Lead Time Entry Folder.

36. Click OK.

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Chapter 1 - Page 75

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Chapter 1 - Page 77

Practice - Defining Standard Operations

Overview

In this practice you will define a standard operation and create an alternate routing.

Assumptions






Tasks

Defining Standard Operations

Create a standard operation for the test operation called XXTE using the information in the tablebelow.

Department ResourceSequence

Description ResourceName

UOM Basis UsageRate

AssignedUnits

XXTest 10 Testmotherboard

XXTester HR Item 2 1

Defining Alternate Routings

1. Create an Alternate Name called XXALT.

2. Create an alternate routing using XXALT for item XX2010 using the table below.

Department OperationSequence

Description ResourceSequence

ResourceName

UsageRate

Basis AssignedUnits

XXAutoIns 100 Machineinstallcomponents

10 XXInserter 2 Lot 1

20 XXInserter 1 Item 1

XXManAssy 200 Hand installcomponents

10 XXAssblr .1 Item 10

3. Add Operation Sequence 300 to your alternate routing for item XX2010. Enter your standardoperation XXTE for Operation Sequence 300.

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Chapter 1 - Page 78

Solution Defining Standard Operations

Defining Standard Operations


1. Create a standard operation for the test operation called XXTE using the table below.

2. Navigate to the Standard Operations window. (N) Bills of Material > Routings > Standard Operations

3. Enter the Code, Description, and Department in the Standard Operations window.

Code Description Department

XXTE TestOperation

XXTest

4. Select Operation Resources.

(B) Operation Resources

5. Enter Resource Sequence, Resource Name, UOM, Basis, and Usage Rate in theResources window under the Main tab.

Department ResourceSequence

Description ResourceName

UOM Basis UsageRate

AssignedUnits

XXTest 10 Testmotherboard

XXTester HR Item 2 1

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Chapter 1 - Page 79

6. Enter Assigned Units under the Schedule tab.

7. Save your work and close the window. (M) File > Save


Defining Alternate Routings

1. Create an Alternate Name called XXALT.

2. Navigate to the Alternates window.

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Chapter 1 - Page 81


(M) File > Save


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Chapter 1 - Page 83

Practice - Copying Bills of Material

Overview

In this practice you will create a new bill of material by copying an existing bill of material.

Assumptions






Tasks

Copying Bills of Material

You will create a new bill of material for item XX2011 by copying the bill of material from itemXX2010. You will also add a component XX3031 for 20 pieces and disable the item XX3030.

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Chapter 1 - Page 85

6. Select Copy.

(B) Copy

7. Acknowledge note, select OK.

8. Add a new item sequence 35 for item XX3031 for 20 pieces.

Item Seq : 35

Operation Seq : 1

Component : XX3031 Quantity : 20

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Chapter 1 - Page 99

Creating Engineering Bills of Material

1. Navigate to the Engineering Bills of Material window.

(N) Engineering > Prototypes > Bills > Bills

2. Use the newly created engineering items to create a bill of material for engineering item

XX5000.

3. Enter the components and quantities information from the table below. Leave all otherinformation as it defaults.

Item Seq Components Quantity

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Chapter 1 - Page 100

10 XX5010 1

20 XX5020 1

30 XX5040 1

40 XX5030 1

4. Save your work.

5. What is the difference between the engineering bill of material for item XX5000 and themanufacturing bill of material for item XX1000?

The Engineering Bill flag is selected.

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5. Select Copy Routing From in the Tools menu.

(M) Tools > Copy Routing From

6. Enter item XX1000 and select Copy.

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Lesson 10- Setting Up Oracle Engineering

There are no Practices and Demonstrations in this Lesson

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Lesson 11- Creating Engineering Change Orders

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4. Select the Revised Items button and enter the following information:

Item XX1000

Effective Date One month from today

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Practice - Transferring Engineering Items to Manufacturing

Overview

In this practice you will transfer engineering items to manufacturing and review the results.

Assumptions






Tasks

Transferring Engineering Items to Manufacturing

1. Transfer the following engineering items to manufacturing:

XX5020 101 Keyboard

XX5030 Mouse

XX5040 CPU Chassis

2. Verify your transfers by using the following windows / inquiries in Inventory:

Item Information

Organization Items

Master Items

3. Verify your transfers by using the following windows / inquiries in Engineering:

Organization Items

Master Items

4. Can you see items XX5020, XX5030, and XX5040 in Engineering?

____________________________________________________________________________________________________________________________________________________

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Solution Transferring Engineering Items to Manufacturing

Transferring Engineering Items to Manufacturing


1. Navigate to the Transfer to Manufacturing window.

(N) Engineering > Prototypes > Transfer to Manufacturing2. Transfer the following engineering items to manufacturing:

XX5020 101 Keyboard

XX5030 Mouse

XX5040 CPU Chassis

3. Enter the item names and select Transfer.

(B) Transfer

4. A note displays. The process completed. Select OK.

(B) OK

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Practice - Copying Engineering Items to Manufacturing

Overview

In this practice you will copy engineering items to manufacturing and review the results.

Assumptions






Tasks

Copying Engineering Items to Manufacturing

1. Use the following information to copy engineering items XX5000 and XX5010 tomanufacturing:

Item TransferItem

Transfer Bill TransferRouting

New Item Description

XX5000 Yes Yes Yes XX5000M Mfg PentiumComputer

XX5010 Yes No No XX5010M Mfg 17

Monitor

2. Verify your copy by using the following windows / inquiries in Inventory:

Item Information

Organization Items

Master Items

3. Verify your copy by using the following windows / inquiries in Engineering:

Organization Items

Master Items

4. Can you see items XX5000 and XX5010 in Engineering?

___________________________________________________________________________________________________________________________________________________

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4. Enter the New Item and New Description in the Manufacturing Items tab.

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5. Select Copy.

(B) Copy

6. The Transfer Details window displays.

7. Select OK.

(B) OK

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8. A Decision window displays asking if you want to continue.

9. Select Yes.

(B) Yes

10. A Note window displays stating the process is completed.

11. Select OK.

(B) OK

12. Verify the copy by using the following windows / inquiries in Inventory:

Items > Item Information - Item Information

Items > Organization Items - Organization Items

Items > Master Items - Master Items

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13. Verify the copy by using the following windows / inquiries in Engineering:

Prototypes > Items > Organization Items - Organization Items

Prototypes > Items > Master Items - Master Items

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14. Can you see items XX5000 and XX5010 in Engineering?

Yes The items exist in both Engineering and Manufacturing.

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