R12x Oracle Work in Process Fundamentals - D59820GC10 - D64752 - AG

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R12.x Oracle
Work
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D59820GC10
Edition 1.0
February 2010
D64752
Copyright 2007, 2009, Oracle. All rights reserved.
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Author
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Reena Titus
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Technical Contributors and Reviewers
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Susan Saperstein, April Nelson
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Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective
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Table of Contents
R12.x Oracle Work in Process Fundamentals Supplemental Student Practices........................................1-1
R12.x Oracle Work in Process Fundamentals ...............................................................................................1-3
Objectives ......................................................................................................................................................1-4
Lesson 1 - Overview of Work in Process .......................................................................................................1-5
Lesson 2 - Setting Up Work in Process ..........................................................................................................1-6
Practice - Defining Finished Goods Assemblies, Components, and Subinventories ..................................1-7
Solution - Practice - Defining Finished Goods Assemblies, Components, and Subinventories ..................1-10
Practice - Creating a Bill of Material ...........................................................................................................1-17
Solution Creating a Bill of Material ..........................................................................................................1-19
Practice - Setting Work in Process Parameters .........................................................................................1-23
Solution Setting Work in Process Parameters.........................................................................................1-24
Practice - Defining an Accounting Class, Shop Floor Status, and Employee Labor Rate ..........................1-26
Solution Defining an Accounting Class, Shop Floor Status, and Employee Labor Rate .........................1-28
Lesson 3 - Creating Discrete Jobs .................................................................................................................1-31
Practice - Creating Resources, Departments, and Routings ......................................................................1-32
Solution - Creating Resources, Departments, and Routings ......................................................................1-36
Practice - Creating and Releasing a Discrete Job ......................................................................................1-47
Solution Creating and Releasing a Discrete Job .....................................................................................1-50
Lesson 4 - Updating Material Requirements ..................................................................................................1-59
Practice - Inventory Material Setup ............................................................................................................1-60
Solution Inventory Material Setup ...........................................................................................................1-61
Guided Demonstration - Using the Component Pick Release Program .....................................................1-63
Practice - Viewing and Creating Material Transactions ..............................................................................1-67
Solution Viewing and Creating Material Transactions .............................................................................1-69
Lesson 5 - Assigning and Managing Resources ............................................................................................1-75
Lesson 6 - Scheduling Jobs and Resources ..................................................................................................1-76
Practice - Using the Job and Resource Workbenches ...............................................................................1-77
Solution Using the Job and Resource Workbenches ..............................................................................1-79
Lesson 7 - Creating Shop Floor Transactions ................................................................................................1-85
Practice - Assembly Move Transactions ....................................................................................................1-86
Solution Assembly Move Transactions ...................................................................................................1-89
Practice - Reviewing and Updating Resource Information .........................................................................1-93
Solution Reviewing and Updating Resource Information ........................................................................1-95
Practice - Creating a Non-standard Job for Rework ...................................................................................1-101
Solution Creating a Non-standard Job for Rework ..................................................................................1-103
Practice - Using the Discrete Workstation ..................................................................................................1-106
Solution Using the Discrete Workstation .................................................................................................1-109
Practice - Completing Discrete Jobs ..........................................................................................................1-114
Solution Completing Discrete Jobs .........................................................................................................1-116
Lesson 8 - Work in Process Cost Transactions..............................................................................................1-121
Lesson 9 - Special Topics for Work in Process ..............................................................................................1-122
Practice - Closing Discrete Jobs ................................................................................................................1-123
Solution Closing Discrete Jobs................................................................................................................1-125
Lesson 10 - Appendix - Manufacturing Execution System (MES) Workstation ..............................................1-129
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Copyright Oracle 2009. All rights reserved.
R12.x Oracle Work in Process Fundamentals Supplemental Student Practices Table of Contents
i
Lesson 11 - Appendix - Repetitive Scheduling ...............................................................................................1-130

Practice - Defining a Repetitive Schedule ..................................................................................................1-131
Solution Defining and Releasing a Repetitive Schedule..........................................................................1-133
Practice - Performing a Move Transaction on a Schedule .........................................................................1-137
Solution Performing a Move Transaction on a Schedule.........................................................................1-139
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Preface
Profile
Before You Begin This Course
Thorough knowledge of Oracle Inventory

Working experience with Oracle Bills of Material
Working experience with Oracle Engineering
Prerequisites
There are no prerequisites for this course.
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How This Course Is Organized

R12.x Oracle Work in Process Fundamentals is an instructor-led course featuring lecture and
hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts
and skills introduced.
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Related Publications
Oracle Publications
Title
Part Number
Oracle Work in Process Users Guide
E13678-03
Oracle Bills of Material User's Guide
E13688-03
Oracle Inventory Users Guide
E13450-03
Additional Publications
System release bulletins

Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text

Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
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For further
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Arrow
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Key names
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Plus signs
Key combinations
Uppercase
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
v
Typographic Conventions in Code

Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
SELECT last_name
FROM s_emp;
CREATE ROLE role
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(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
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Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent 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 system
window.
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R12.x Oracle
nin Process
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Fundamentals
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Copyright Oracle, 2009. All rights reserved.
R12.x Oracle Work in Process Fundamentals Supplemental Student Practices

Chapter 1 - Page 1
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Chapter 1 - Page 2
R12.x Oracle Work in Process Fundamentals
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Chapter 1 - Page 3
Objectives
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Chapter 1 - Page 4
Lesson 1 - Overview of Work in Process
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There are
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Chapter 1 - Page 5
Lesson 2 - Setting Up Work in Process
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Chapter 1 - Page 6
Practice - Defining Finished Goods Assemblies, Components, and

Subinventories
Overview
Oracle Work in Process is integrated with other Oracle applications, so you will be setting up
functions to be used later in executing transactions. In Oracle Inventory you define the items to
be produced, the components used production, and the subinventories where they reside.
Templates are used to specify sets of attributes for simplifying item definitions. Once defined,
items are assigned to organizations. In this practice, you will:
Create master items and components using templates

Associate those items with inventory organizations
Create subinventories where material and final assemblies are stored
Create a part by copying an existing item
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Students log into Oracle with User Name mfg and Password welcome;
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Students use the M1 organization.

tuor something easy to
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Students replace XX with a unique identifier,

such
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remember.
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aassembly
Defining a master item
licand components
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1. Navigate to the
b window, and use the information in the following table to create
itaMasterraItem
a
h
a finished
item
fe that you will use to build a discrete job (work order):
C goods
s
n
a
a for your unique identifier
trstands
-Apply
shn onXX
i
r
the Finished Good template
K
n
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site to complete this practice.
Set the attributes for the item, as indicated

Note: System entry is case sensitive, so you need to remember the case of the items
you are creating.
Item
(Main tab)
XX-PC
2.
3.
4.
Description (Main
tab)
XX PC Assembly
BOM Allowed
(Bill of Material
tab)
Yes
Build in WIP
(Work in Process
tab)
Yes
Remaining in the Master item window, assign the assembly to the M1 organization.
Save your work.
Remaining in the Master Item window, use the following table to create components for
your finished goods assembly:
XX stands for your unique identifier
Apply the Subassembly template for the CPU and the Cable Set

Chapter 1 - Page 7
Apply the Purchased Item template for all the other components
Assign the items to the M1 organization while remaining in the Master Items window
Item
(Main tab)
Description
(Main tab)
Template
XXCPU
CPU for PC
Subassembly
XXCable
Cable Set
Subassembly
XXMonitor
21 inch Monitor
Purchased
Item
XXKeyboard
Keyboard
Purchased
Item
XXWire
Wire
Purchased
Item
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XXBox
Box for shipping Purchased
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Item
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Defining subinventories
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1. Navigate to the Subinventories window.
e
n
se
a
u
amfor eyourtoassemblies and components, using the
k
2. Create two subinventorykrecords
s
a table.
n
L
information in the following
e
c
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n
a
ab
ait feName
r
h
Subinventory
Subinventory Description
C ns
a
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Finished Goods Inventory
shXXFGI
i
n
r
K XXMAIN
Main Storeroom
no
XXPlug
Plug
Purchased
Item
3. Save your work and close all windows.

Creating a part by copying an existing item
You will now create an outside processing item for a test on this set of items.
1. Navigate to the Master Items window, and use the information in the following table to
create an outside processing item for the special test that has to be run on the lot of PCs
that you created.
XX stands for your unique identifier

Item Name
XX OSP Testing
Description
Testing Service for special lot of PCs
2. Copy the information from the item XX-PC.


Chapter 1 - Page 8
3. Enter the following attributes in the Purchasing tabbed region:
Purchased = Yes
Purchasable = Yes
Use Approved Supplier = No
List Price = 1.00

Outside Processing Item = Yes
Unit Type = Assembly

4. Enter the following attributes in the Lead Times tabbed region:
Preprocessing = 1
Processing = 5
Post Processing = 0
5. Save your work.
6. Assign the item to the M1 organization while remaining in the Master Items window.
7. Save your work and close the window.
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Chapter 1 - Page 9
Solution - Practice - Defining Finished Goods Assemblies,

Components, and Subinventories
Defining a master item assembly and components

Responsibility = Inventory, Vision Operations
1. Navigate to the Master Item window.
(N) Inventory > Items > Master Items
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2. Enter the following information where XX stands for your unique identifier:
Item = XX-PC
Description = XX PC Assembly
3. Apply the Finish Good template.
(M) Tools > Copy From.
(B) Apply (B) Done

Chapter 1 - Page 10
4. On the Bill of Material tab, enable the BOM Allowed flag.

5. On the Work in Process tab, enable the Build in WIP flag.
6. Save your record.
(M) File > Save
7. The assembly is assigned to the Master Organization V1, now assign the assembly to
the M1 Inventory organization. Remaining in the Master Items window, select the
Organization Assignment icon. It is enabled after you save your record.
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8. Enable the Assigned check box for the M1 organization.

(M) File > Save

Chapter 1 - Page 11
10. Select the Attribute Groups icon to display the Master Item window again.
11. Select the New icon, or (M) File > New to clear the Master Item window, this enables you
to enter more part numbers.
12. Repeat Steps 2 11 using the following information. Ensure that you enter all data
within those steps.
Remember to save each record after entry to enable the Organization Assignment icon.
Item
(Main tab)
Description
(Main tab)
Template
XXCPU
CPU for PC
Subassembly
XXCable
Cable Set
Subassembly
XXMonitor
21 inch Monitor
Purchased
Item
XXKeyboard
Keyboard
Purchased
Item
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XXWire
Wire
Purchased
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Item
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XXPlug
Plug
Purchased
a
ch Stu
Item
k
l
i ( this
n
XXBox
Box for shipping Purchased
e
n
se
a
Item
u
m
to
awindows.
k
e
13. Save your work and close
all
k
a ens
L
(M) File > Close Form
a e lic
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ta rabl
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Defining subinventories
Ch sfeSubinventories window.
1. a
Navigate tonthe
n Inventory
tra > Setup > Organizations > Subinventories
sh(N)
i
n
r
K
no
2. In the Subinventories Summary window, choose New to display the Subinventories

window.

Chapter 1 - Page 12
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l records for your assemblies and components using information
tasubinventory
b
i
3. Create a
two
a
r where XX stands for your unique identifier.
etable,
f
in C
thehfollowing
s
anyour first record, select New from the File menu to clear the window and
naAfter-saving
r
h
t
s
i
on you second record.
Kr
nenter
(M) File > Save
(M) File > New
Subinventory Name
Subinventory Description
XXFGI
Finished Goods Inventory
XXMAIN
Main Storeroom

(M) File > Save
Creating a part by copying an existing item
1. Navigate to the Master Items window.
(N) Inventory > Items > Master Items
2. Enter the following information where XX stands for your unique identifier:

Chapter 1 - Page 13
Item = XX OSP Testing
Description = Testing service for special lot of PCs

3. Select the Copy From option from the Tools menu. The Copy From window appears.
(M) Tools > Copy From
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tthe
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(B) Apply (B) Done
6. On the Purchasing tab, enter the following information:
Purchased = Yes
Purchasable = Yes
Use Approved Supplier = No
List Price = 1.00
Outside Processing Item = Yes

Unit Type = Assembly

Chapter 1 - Page 14
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Chapter 1 - Page 15
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naEnable
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i
on your record and close the window.
Kr 11.nSave
(M) File > Save

Chapter 1 - Page 16
Practice - Creating a Bill of Material
Overview
Bills of material are the hierarchy of your items forming the product assembly. They also are
used to associate the assemblies with a supply type and subinventory.
In this practice you will create a bill of material for your assembly with the component items and
required quantities.
Assumptions
Students log into Oracle with User Name mfg and Password welcome; your instructor
might have a different User Name and Password for you to use.
Students use M1 organization.

XX is your unique identifier, such as initials or something easy to remember.
You have completed all previous practices.
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Creating a bill of material for your assembly
ta den
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You will be creating bill of material for your assembly which
chincludes
S
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l
s together to form a
( group
Phantom assemblies are non-stocked assembliesi that
himaterial
t
n
mechanism to collect components.
e
e
an andoenter
us information as listed in the table for a
1. Navigate to the Bills of Material window,
m
t
a
k used
phantom sub assembly for XXCable
k
se in your top level PC assembly:
a
n
L
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Enter the components
a e linicthe following order.
y
n
l
a unique
XX isityour
identifier.
b
a
a
hthe Material
er Control tab, select the values for Supply Type and Subinventory.
CIn
f
s
n component has a yield of .90 in the Component Details tab. Use the
aplug
na The
r
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nondefault of 1 for the other items.
Item
Sequence
Component Item
Qty
Yield
Supply
Type
Subinventory
10
XXWire
Bulk
XXMAIN
10
XXPlug
.90
Push
XXMAIN
2.
3.
Save your work, and choose OK for the prompt: Warning: Item Sequence #10 is used more
than once.
Clear the Bills of Material window and enter information as listed in the table for your top
level assembly XX-PC:
Enter the components in the following order.
In the Material Control tab, select the values for Supply Type and Subinventory.

Chapter 1 - Page 17
Item
Sequence
Component Item
Qty
Yield
Supply
Type
Subinventory
10
XXCPU
Operation
Pull
XXMAIN
20
XXMonitor
Push
XXMAIN
30
XXKeyboard
Operation
Pull
XXMAIN
40
XXCable Set
Phantom
XXMAIN
50
XX Box
Assembly
Pull
XXMAIN
4.
5.
Save your work, and close the window.

Navigate to the Indented Bills of Material window to view the two bills of material you just
created.
Select Item: XX-PC and choose Find. Then select XX-Cable and choose Find.
Ensure that it is correct and verify that the Supply Types are correct.
Close all windows.
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6.

Chapter 1 - Page 18
Solution Creating a Bill of Material
Creating a bill of material for your assembly

Responsibility = Bills of Materials, Vision Operations
You will be creating bill of material for your assembly which includes a phantom subassembly.
Phantom assemblies are non-stocked assemblies that group material together to form a
mechanism to collect components.
1. Navigate to the Bills of Material window, and enter information as listed in the table for a
phantom sub assembly for XXCable used in your top level PC assembly.
(N) Bills of Materials > Bills > Bills
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XX is your unique identifier.
The plug component has a yield of .90 in the Component Details tab. Use the
default of 1 for the other items.
Item
Sequence
Component Item
Qty
Yield
Supply
Type
Subinventory
10
XXWire
.90
Bulk
XXMAIN
10
XXPlug
Push
XXMAIN

Chapter 1 - Page 19
2.
3.
Save your work, and choose OK for the prompt: Warning: Item Sequence #10 is used more
than once.
(M) File > Save
Clear the Bills of Material window and enter information as listed in the table for your top
level assembly XX-PC.
(M) File > New
Item
Sequence
Component Item
Qty
Yield
Supply
Type
Subinventory
10
XXCPU
Operation
Pull
XXMAIN
20
XXMonitor
Push
XXMAIN
30
XXKeyboard
Operation
Pull
XXMAIN
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40
XXCable
1
1
Phantom ya@
XXMAIN
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i
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XX Box
2
1
Assembly
a
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Chapter 1 - Page 20
4.
5.
Save your work, and close the window.

(M) File > Save
Navigate to the Indented Bills of Material window to view the two bills of material you just
created.
N) Bills of Materials > Bills > Indented Bills
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6. SelectCItem:
fe and choose Find. Then select XX-Cable and choose Find.
s
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Ensure
that
it
is
n -tra correct and verify that the Supply Types are correct.
h
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Chapter 1 - Page 21
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7. Close all windows.
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Chapter 1 - Page 22
Practice - Setting Work in Process Parameters
Overview
Parameters define modes of operation and default values effecting transactions and functions in
your organization. You define a set of WIP parameters for each organization.
In this practice, you will review parameter settings for various operations in work in process that
you will perform in other practices.
Assumptions
or test instance at your site on which to complete this practice.
Students use M1 and M3 organizations.

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Reviewing parameter settings for your organizations
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n
1. Navigate to the WIP Parameters window using the M1 organization.
ta den
i
a
Note: M1 is the standard costing organization, and
thetu
average costing
chM3 is S
k
l
organization.
i ( this
n
e
2. Check the parameters and change settings
to
values if required:
e
n the
sfollowing
a
u
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k
k
s
Tabbed Region
Value
a eParameter
n
L
c
li Scrap Account disable
ya lRequire
Move Transaction
n
e
a
ait ferab Allow Creation of New enable
MovehTransaction
C ns
Operations
a
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r
h
t
s onAll steps enabled
Kri nInteroperation
Tasks
3.
4.
5.
6.
If a Scrap Account is required, you cannot scrap parts unless an account value is
entered during the transactions.
Notice that in the Material tabbed region, the Supply Subinventory is set to a particular
value. When you created your bills of material, you entered your own supply
subinventory (XXMAIN) for your components. This value is the default when a
subinventory is not named.
Save your work if applicable.
Change organizations to review settings for average costing parameters:
- Default Completion Source
- Cost type
Change back to organization M1.
Close the window.

Chapter 1 - Page 23
Solution Setting Work in Process Parameters
Reviewing parameter settings for your organizations

Responsibility = Work in Process, Vision Operations
1. Navigate to the WIP Parameters window using the M1 organization.
(N) Work in Process > Setup > Parameters
Note: M1 is the standard costing organization, and M3 is the average costing
organization.
2. Check the parameters and change settings to the following values if required:
Tabbed Region
Parameter
Value
Move Transaction
Require Scrap Account
disable
Move Transaction
Allow Creation of New

Operations
enable
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If a Scrap Account is required, you cannot scrap parts unless
an
account
value
is
a
n
t
i
e
entered during the transactions.
ha Stud
c
Notice that in the Material tabbed region, the

Supply
Subinventory
is set to a particular
k
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s
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i
i
h
value. When you created your bills of material,
youtentered your own supply
e value is the default when a
nen usThis
subinventory (XXMAIN) for your components.
a
subinventory is not named. am
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Interoperation
All steps enabled

Chapter 1 - Page 24
3.
4.
5.
6.
Save your work if applicable.

(M) File > Save
Change organizations to review settings for average costing parameters:
- Default Completion Source
- Cost type
N) Work in Process > Other > Change Organization > M3
The Cost tabbed region is only visible in average costing organizations.
Change back to organization M1.
N) Work in Process > Other > Change Organization > M1
Close the window.
(M) File > Save
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Chapter 1 - Page 25
Practice - Defining an Accounting Class, Shop Floor Status, and

Employee Labor Rate
Overview
In this practice, you will define an accounting class, a shop floor status preventing moves on
your routing, and an employee record for labor rate information:
Accounting classes are used to group job costs. When you issue materials to a job
using a specific accounting class, the appropriate valuation accounts are charged.
When the job is closed, final costs and variances are calculated. And when the
accounting period is closed, these journal entries are automatically posted to the
general ledger.
Shop floor statuses are used to control move transactions on the routing. You may find
the need to create custom status types for your particular environment.
Labor rates are used for your person-type resources, that is, employees. You can track
these resources by defining employee numbers for your labor. If Oracle HRMS has not
been installed, you manually enter employee names and employee rates.
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Assumptions
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u training
You must have access to an Oracle Application Vision database

a@or comparable
y
G
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t
or test instance at your site on which to complete this tpractice.
a den
i
a
Students log into Oracle with User Name mfg and

tuwelcome; your instructor
chforPassword
S
k
l
might have a different User Name and Password
you
to
( this use.
i
n
Students use M1 organization. ne

se
a
u
m identifier,
Students replace XX with aaunique

to such as your initials or something easy to
k
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k
remember.
a ens
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You have completed

lic practices.
y
n
l
aita ferab
Tasks
h
C ns
a
n
tra
Defining
class for your production work
-accounting
sh oan
i
n
r
K 1. Navigate
n to the WIP Accounting Classes window.
2.
3.
4.
5.
6.
7.
Enter an accounting class name XX _acclass, where XX is your unique identifier.

Enter the description XXAccounting Class
Select an accounting class Type of Asset Non-standard.
In the Inactive On field, select a date you can no longer use this accounting class.
Note: Do not enter a date that includes your training class dates. If this field is null, the
accounting class is active indefinitely.
Enter General Ledger accounts for each required Valuation and Variance account. You can
use the Miscellaneous accounting alias for each required Valuation and Variance account.
Save your work and close the window.
Defining a shop floor status on your routing

1. Navigate to the Shop Floor Statuses window.
2. Enter XX_SHOP in the Status Name field.
3. Enter a description.
4. Uncheck the Allow Moves flag.

Chapter 1 - Page 26
5.
Optionally, you can select an Inactive On date.
6.
Do not enter a date that includes your training class dates. If this field is null, the status is
active indefinitely.
Defining employee labor rates

1. Navigate to the Employee Labor Rates window.
2. Search for an employee Name or Number. Your instructor may assign the record to you.
Note your employee record, it will be used in another practice.
3. In the Effective Date field, select todays date.
4. In the Hourly Labor Rate field, enter $50.00.
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Chapter 1 - Page 27
Solution Defining an Accounting Class, Shop Floor Status, and

Employee Labor Rate
Defining an accounting class for your production work

1. Navigate to the WIP Accounting Classes window.
(N) WIP > Setup > WIP Accounting Classes
2. Enter an accounting class name XX _acclass, where XX is your unique identifier.
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3. EnterC
the description
an
na an-traccounting
h
4.
Select
class Type of Asset Non-standard.
s
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r
o
K 5. Innthe Inactive On field, select a date you can no longer use this accounting class.
6.
7.
Note: Do not enter a date that includes your training class dates. If this field is null, the
accounting class is active indefinitely.
Enter General Ledger accounts for each required Valuation and Variance account.
Use the list of values to open the Account Alias window. In this practice you can use the
Miscellaneous accounting alias for each required Valuation and Variance account.
(M) File > Save
Defining a shop floor status on your routing

1. Navigate to the Shop Floor Statuses window.
(N) WIP > Move Transactions > Shop Floor Statuses > Shop Floor Statuses
2. Enter XX_SHOP in the Status Name field.

Chapter 1 - Page 28
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3. Enter a description.
a@ t Gu
y
4. Uncheck the Allow Moves flag.
n
ta den
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a
5. Optionally, you can select an Inactive On date.
ch Stu
k
l
i (class dates.
Do not enter a date that includes your training
hisIf this field is null, the status is
t
n
e
e
active indefinitely.
an o us
m
t
6. Save your work and close thekwindow.
a
e
k
s
(M) File > Save
La licen
a
(M) File > Close
nyFormble
a
t
i
ha slabor
erarates
Defining employee
f
C
na -ttorathen Employee Labor Rates window.
1. hNavigate
s
i
Kr (N)
nonWIP > Setup > Employees > Labor Rates

Chapter 1 - Page 29
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tYour
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Number.
e
k
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L
Note your employee
record,
used in another practice.
c
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n
3. In the Effective
Date
field,
select
todays
date.
l
ta rab
i
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4. In the Hourly
eRate field, enter $50.00.
f
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5. n
Save
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nonFile > Save

Chapter 1 - Page 30
Lesson 3 - Creating Discrete Jobs
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Chapter 1 - Page 31
Practice - Creating Resources, Departments, and Routings
Overview
You can control material for your jobs by combining bills of material with routings to create
requirements. Routings define the step-by-step operations required to manufacture an
assembly. Each routing can have any number of operations. You associate material with an
operation on the routing, specifying when and where materials are issued and backflushed.
In this practice, you will create first create resources, assign the resources to a department, and
create the routing. You will also create an outside processing resource for the routing and
assign the outside processing resource to the department. The last step is to relate component
material required for each routing step.
Assumptions
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t
Students replace XX with a unique identifier, such as initials or

somethingueasy to
a@
y
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n
t
remember.
a
n
t
i
ha Stude

c
lk his
(
i
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nen use t
a
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Creating Resources
k
k
s
awindow.
n
1. Navigate to the Resources
L
e
c
li table to create three resources:
yain thelfollowing
2. Use the information
n
e
a
it for ryour
abunique identifier.
- XX
astands
h
e
f
s data for each record, with the exception of the XXTemp resource, choose
- C
After entering
n
a
a
n
r
-t to display the Resource Costs window to enter resource rate information.
sh onRates
i
r
K
n- For the Absorption and Variance Accounts, use the Account Alias window to pick absorption
and variance account records.
Resources
XXAssemblr
XXTester
XXPacker
XXTemp
Assembler
WIP Inspector
Packer
Temporary
Worker
Person
Person
Person
Person
HR
HR
HR
HR
WIP Move
WIP Move
WIP Move
Manual
Basis
Item
Item
Item
Item
Costed
Yes
Yes
Yes
Yes
Resource
Description
Type
Unit of
Measure
Charge Type

Chapter 1 - Page 32
Resources
Standard Rate
Absorption
Acct.
Variance Acct.
Yes
Yes
Yes
Yes
Absorption
Absorption
Absorption
Absorption
Variance
Variance
Variance
Variance
Rates
3.
Cost Type
Frozen
Frozen
Frozen
N/A
Unit Cost
12.50
32.00
10.00
N/A
Save your work.
Creating the department record

1.
2.
Navigate to the Departments window.

Enter information in the following fields to create your department record:
5.
Save your work and close all windows.
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- Department:
XX-MFG
t
- Description:
XX Assembly Department
a@ t Gu
y
n
- Location
M1-Seattle
ta den
i
a
3. Choose Resources to display the Resources window.
ch Stu
k
l
is
4. Enter information from the following table to assign
to this department.
i ( your
hresources
t
n
e
Choose Shifts for your temporary worker
to
enter
the
shift
number.
e
an o us
m
t
a
k
e
k
s
XXAssemblr
XXTester
XXPacker
XXTemp
Resource
a en
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a
i
Yes
Yes
No
Available 24 nyYes le l
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No
No
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Chapter 1 - Page 33
Creating a routing
You will create a routing consisting of three operations (Assemble, Test, Pack). The Assemble
operation has two resources: a lot-based resource for the setup, and an item-based resource for
the runtime. The Test and Pack operations have only one resource associated with them.
1. Navigate to Routings window.
2. In the Item field, select XX-PC where XX stands for your unique identifier. Use the default
values for the other fields in the Routing window header region.
3. In the Operations section of the window, the Main tabbed region, enter the information in
the following table. Use default information for the fields not listed.
Operation Seq
Department
10
XX-MFG
20
XX-MFG
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4. In the Description tabbed region, enter descriptions for each Operation Sequence
the
cs idusing
e
t
information in the following table:
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ta den
i
a
Operation Seq
Description
ch Stu
k
l
10
Assemble PC
i ( this
n
e
20
Test PC an
se
u
aPCm e to
30
Pack
k
k
a ens
L
5. For each individual operation,
your cursor in the Seq field, and choose Operation
a e lplace
ic Resources
y
n
Resources totdisplay
the
Operation
window.
l
a ab
i
a
6. Enter the
hinformation
erin the following table for each individual operation. Use default
f
C
s
information
for
the
a tran fields not listed. Note that the Assemblr resource has two resource
n
h
- Save your record after each entry:
s sequences.
Kri non
30
Operation
Sequence
7.
8.
9.
XX-MFG
Resource
Usag
e
Schedul
e
Charge Type
(Costing
Tab)
Basis
Resource
Seq
10
XXAssemblr
Lot
Yes
WIP move
10
XXAssemblr
Item
.04
Yes
WIP move
20
XXTester
Item
.02
Yes
WIP move
30
XX Packer
Item
.04
Yes
WIP move
Close the Operation Resources window, and select Routing Details on the Routings
window to display the Routing Details window.
In the Completion Subinventory field, select XXFGI.

Chapter 1 - Page 34
Creating an outside processing resource for the routing

You will create an outside processing resource for the routing.
1. Navigate to the Resources window.
2. Enter the resource information in the following fields to create an outside processing
resource record:
Resource = XX-OP
Description = Team XX Outside Processing Test Resource
Type = Miscellaneous
UOM = HR
Charge Type = PO Move
Basis = Item
Outside Processing = Enabled
Item = XX-PC
Costed = Yes
Standard Rate = No
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Resource = XX-OP
k
a ens
L
Available 24 Hours
=
Yes
a e lic
y
n
l
Units = 1 ta
b
i
a
a
hrecordsand
5. Save your
erclose the window.
f
C
an to routing steps
na components
r
h
t
Assigning
s
i
Kr
non

Assigning the outside processing resource to the department
You will assign the outside processing resource to the department that you created.
1. Navigate to the Departments window.
2. Query for the Department XX-MFG that you created.
4. Enter the following information to assign the outside processing resource to this department.
You will now create a relationship between the component material required for each routing
step.
1. Navigate to the Bill of Materials window and query assembly XX-PC.
2. Enter the following operation sequences as shown in the table:
Item
3.
Routing Operation
Sequence
XXCPU
10
XXCable
10
XXMonitor
10
XXKeyboard
10
XXBox
30


Chapter 1 - Page 35
Solution - Creating Resources, Departments, and Routings
Creating Resources
Responsibility = Bills of Materials, Vision Operations
(N) Bills of Material > Routings > Resources
2. Use the information in the following table to create three resources:
- XX stands for your unique identifier.
- After entering data for each record, with the exception of the XXTemp resource,
choose Rates to display the Resource Costs window to enter resource rate
information.
- For the Absorption and Variance Accounts, use the Account Alias window to pick
absorption and variance account records.
s
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om
c
cXXTemp
XXAssemblr
XXTester
XXPacker
Resource
e
t
d
i
u
a@ t Temporary
G
Assembler
WIP Inspector
Packerny
Description
ta den Worker
i
a
chPersonStu
Person
Person (lk
Person
Type
s
i
i
h
en se t HR
HR
HR
HR
Unit of
n
a
u
Measure
am e to
k
k
s Move
WIP Move
WIP Move
Manual
Charge Type
a enWIP
L
c
a e li Item
yItem
Item
Item
Basis
n
l
a
t
b
i
ra
Yes
Yes
Yes
Yes
Costed
ha sfe
C
a trRate
Yes
Yes
Yes
an Yes
nStandard
h
s
i
on
Absorption
Absorption
Absorption
Absorption
Kr
nAbsorption
Resources
Acct.
Variance Acct.
Variance
Variance
Variance
Variance
Rates
Cost Type
Frozen
Frozen
Frozen
N/A
Unit Cost
12.50
32.00
10.00
N/A

Chapter 1 - Page 36
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non
3.

(M) File > Save

Chapter 1 - Page 37
Creating the department record

1. Navigate to the Departments window.
(N) Bill of Materials > Routings > Departments
2. Enter the information in the following fields to create your department record:
Department:
XX-MFG
Description:
Location
XX Assembly Department
M1-Seattle
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t
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ta den
i
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ch Stu
k
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n window.
se
3. Choose Resources to display the Resources
a
u
amtablee totoassign your resources to this department:
4. Enter information from the following
k
k
a ens
L
a e lic XXTester
XXPacker
XXTemp
Resource anyXXAssemblr
l
t
b
i
a
a
r
h 24 sfeYes
Yes
Yes
No
Available
C
n
a
Hrs
-tra No
shn oShare
i
n
r
No
No
No
K
n
Units

Chapter 1 - Page 38
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ta den
i
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ch Stu
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i ( this
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e
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se
a
u
am e to
k
(M) File > Save
k
a ens
L
a e lic
y
n
ta rabl
i
Creating a routing
a
h a routing
feconsisting of three operations (Assemble, Test, Pack). The Assemble
C
s
You will
create
n
a
ra resources: a lot-based resource for the setup, and an item-based resource for
operation
hn has
ttwo
s
i
n
r
K the runtime.
no The Test and Pack operations have only one resource associated with them.
1.
2.
Navigate to Routings window.

(N) Bills of Material > Routings > Routings
In the Item field, select XX-PC where XX stands for your unique identifier. Use the default
values for the other fields in the Routing window header region.

Chapter 1 - Page 39
s
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om
c
cs ide
t
a@ t Gu
y
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ta den
i
a
ch Stu
k
l
i ( this
n
e
e region, enter the information in
n the Main
stabbed
3. In the Operations section of the window,
a
u
m
o the fields not listed.
the following table. Use default
tfor
ainformation
k
e
k
a ens
L
a e licDepartment
y
n
Operation
Seq
ta rabl
i
a
10Ch
fe XX-MFG
s
n
a
XX-MFG
shn 20on-tra
i
r
K
XX-MFG
n30
4.
In the Description tabbed region, enter descriptions for each Operation Sequence using the
Operation Seq
5.
6.
Description
10
Assemble PC
20
Test PC
30
Pack PC
For each individual operation, place your cursor in the Seq field, and choose Operation
Resources to display the Operation Resources window.
Enter the information in the following table for each individual operation. Use default
information for the fields not listed. Note that the Assemblr resource has two resource
sequences. Save your record after each entry:

Chapter 1 - Page 40
Operation
Sequence
Resource
Basis
Resource
Seq
Usag
e
Schedul
e
Charge Type
(Costing
Tab)
10
XXAssemblr
Lot
Yes
WIP move
10
XXAssemblr
Item
.04
Yes
WIP move
20
XXTester
Item
.02
Yes
WIP move
30
XX Packer
Item
.04
Yes
WIP move
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nonFile > Save
7.
8.
Close the Operation Resources window, and select Routing Details on the Routings
window to display the Routing Details window.
In the Completion Subinventory field, select XXFGI.

Chapter 1 - Page 41
s
) ha
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c
cs ide
t
a@ t Gu
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ta den
i
a
ch Stu
(M) File > Save

k
l
i ( this
n
e
nfor theurouting
se
Creating an outside processing resource
a
am e to
k
k
ns
La lic>eResources
(N) Bills of Materiala
> Routings
nyinformation
2. Enter the resource
le in the following fields to create an outside processing
a
t
i
a ferab
resourceh
record:
C ns= XX-OP
a
Resource
n
-tra = Team XX Outside Processing Test Resource
sh onDescription
i
r
K
n Type = Miscellaneous
UOM = HR
Charge Type = PO Move
Basis = Item
Outside Processing = Enabled
Item = XX-PC
Costed = Yes
Standard Rate = No

Chapter 1 - Page 42
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ta den
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n
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se
a
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k
k
s
athe window.
n
L
e
c
ya le li
(M) File > Save
n
a
ab
a>itClosefeForm
r
(N) File
h
Cthe outside
s processing resource to the department
Assigning
n
a
a
n
r
-tot the Departments window.
shNavigate
1.
i
n
r
o
K
n
(N) Bills of Material > Routings > Departments

2. Query for the Department XX-MFG that you created.
4. Enter the following information to assign the outside processing resource to this department.
Resource = XX-OP
Available 24 Hours = Yes
Units = 1

Chapter 1 - Page 43
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ta den
i
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k
k
5. Save your record and close
s
a the window.
n
L
e
c
(M) File > Saveya
li
n
e
l
a
(N) File >itClose Form
a ferab
h
Ccomponents
s to routing steps
n
a
Assigning
a
n
r
-tto the Bill of Materials window and query assembly XX-PC, where XX is your
shNavigate
i
1.
n
r
o
K
n
2.
unique identifier.
(N) Bills of Material > Bills > Bills
Enter the following operation sequences as shown in the table:
Item
Routing Operation
Sequence
XXCPU
10
XXCable
10
XXMonitor
10
XXKeyboard
10
XXBox
30

Chapter 1 - Page 44
s
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ta den
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ta rabl
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na -tran
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non

Chapter 1 - Page 45
3.

(M) File > Save
(N) File > Close Form
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Chapter 1 - Page 46
Practice - Creating and Releasing a Discrete Job
Overview
A discrete job is a production order for the manufacture of a specific quantity of an assembly,
and may use a routing and operations. You can create both standard and non-standard discrete
jobs. You can also simulate a job to material availability and resources before creating the job.
In this practice, you will simulate a discrete job for your production, create an unreleased job,
and release it. You will then attach documents to a job operation. You will also create a discrete
order, add an outside processing step to the discrete job, and issue material to the job.
Assumptions
Students replace XX with a unique identifier, such as initials or something easy to

remember.
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om
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ch Stu
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n
Simulating a Discrete Job
e
se The simulation may show shortages,
an requirements.
u
You will first simulate a discrete job tom
check
to In reality, shortages would be an
aanotherepractice.
but you will take care of them later
in
k
k
s
n
indication that you may not L
beaable to e
manufacture
the required quantity of this assembly.
c
a
i
l
1. Navigate to the Simulate
ny bDiscrete
e Jobs window.
l
a
t
i
2. In the Assembly
raselect XX-PC.
ha sfield,
e
f
C
3. Enter
n Quantity field.
a 100trinathe
n
h
4.
s Use the-list of values in the Completion Date field, and choose a date 2 weeks from today.
Kri non
5.
6.
7.
Choose Components to view material shortages.

Do you have shortages?
Choose Operations to view the start and completion dates for the first two operations.
What are the dates?
Close the window.
Creating a Discrete Job

1. Navigate to the Discrete Jobs window. When the Find Discrete Jobs window appears,
choose New.
2. In the Job field, enter a job number of your choice. It is helpful if you use your unique
identifier in the name.

Chapter 1 - Page 47
3.
Enter information for the following fields as shown in this table. Use default information for
the other fields.
Field
Value
Type
Standard
Assembly
XX-PC
Status
Unreleased
Quantity
100
Completion Date
2 weeks from Today
4.
5.
6.
Save your work.

Select the Attachments icon to attach a document to this job.
In the Attachments window, for Sequence 10 in the Category field, search the list of values
for WIP Job/Schedule Attachment.
7. In the Description field enter: Special Instructions. Or you can enter any other descriptive
text.
8. In the Data type field, select Short Text from the list of values.
9. In the note region of the window, enter This is a rush job for Bruce Planner and needs to
be finished on schedule.
11. Navigate to the View Discrete Jobs window and review your job and attachment.
How do you know there is an attachment for this job?
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om
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t
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ta den
i
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ch Stu
k
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i ( this
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a
u
am e to
k
k
a ens
L
a e lic
y
Releasing a discrete
job
n
l
b
a
aitato fstart
You are nowh
ready
production.
Authorize the start of production by releasing the discrete
r
e
C
s
job. a
n -ttorathen Discrete Jobs window and enter your job number.
h
1.
Navigate
s
i
Kr 2. Change
non the value in the status field to Released. Use the list of values in the Completion
3.
Date field, and choose a date 2 weeks from today.

Creating a discrete order

You will now create a discrete order to manufacture 100 PCs. This is the same as what you have done in
Creating a Discrete Job. However, the job has to be in the Released Status.
1. Navigate to the Discrete Jobs window.
2. Enter information for the following fields as shown in this table. Use default information for
the other fields.
Field
Value
Job
XX-ABC
Assembly
XX-PC

Chapter 1 - Page 48
Type
Standard
Class
Discrete
Status
Released
Firm
No
Start
100
MRP Net
Leave as defaulted
Start (Date)
System date

Adding the outside processing step to the discrete job
Since the outside processing that you are going to do on this job is not a part of the standard
routing, you will now add this outside processing step to the job.
1. Navigate to the Operations window.
2. Query for the discrete job XX-ABC.
3. Enter the following information in the respective fields
s
) ha
om
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t
Sequence = 15
a@ t Gu
y
n
ta den
Department = XX-MFG
i
a
tu
ch Swindow,
4. Enter the following information in the Resources Requirements
k
l
i ( this
Sequence = 10
n
e
n
se
Resource = XX-OP
a
u
am e to
Basis = Item
k
k
a ens
L
Value = 1
a e lic
y
n
5. On the Costing
tab,
enable
ta rabl the Charge Type as PO move.
i
a
6. Save your
h worksand
eclose the window.
f
C
an to the job
nathe -material
r
h
t
Issuing
s
i
n push material listed to the job. This is an optional step for the students to perform.
Kr You willnonow
1. Navigate to the WIP Material Transactions window.
2. Enter the following information in the respective fields:
Job = XX-ABC
Type = WIP issue (default)
Include = All Material

3. Click the Continue button.
4. Click the Done button.
5. Close the window.

Chapter 1 - Page 49
Solution Creating and Releasing a Discrete Job
Simulating a Discrete Job.

1. Navigate to the Simulate Discrete Jobs window.
(N) WIP > Discrete > Simulate Discrete Jobs
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t
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i
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2. In the Assembly field, select XX-PC.
ch Stu
k
l
3. Enter 100 in the Quantity field.
i ( this
n
e
4. Use the list of values in the CompletionnDate field,
seand choose a date 2 weeks from today.
a
u
5. Choose Components to view material
to
am shortages.
k
e
k
Do you have shortages?
a ens
L
a e lic
y
n
ta rabl
i
a
h sfe
C
na -tran
h
s
i
Kr
non

Chapter 1 - Page 50
6.
Choose Operations to view the start and completion dates for the first two operations.
What are the dates?
This information is on the Dates tabbed region of the Operations window.
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t
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ch Stu
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k
k
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L
lic
7. Close the window.ya
n
e
l
a Form
(M) Filea>itClose
ab
r
h
e
f
C ns
a
Creating
a Discrete
a Job
n
r
h
t
s
i
Kr 1. Navigate
non to the Discrete Jobs window. When the Find Discrete Jobs window appears,
2.
choose New.
(N) WIP > Discrete > Discrete Jobs
In the Job field, enter a job number of your choice. It is helpful if you use your unique
identifier in the name.

Chapter 1 - Page 51
s
) ha
om
c
cs ide
t
a@ t Gu
y
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ta den
i
a
ch Stu
k
l
i ( this
n
e
nas shown
3. Enter information for the following fields
sine this table. Use default information for
a
u
the other fields.
am e to
k
k
a ens
L
a e lic Value
Fieldny
ta rabl
i
a
Typeh
e Standard
f
C
s
an
naAssembly
XX-PC
r
h
t
s
i
n
r
o
K
Unreleased
nStatus
4.
5.
Quantity
100
Completion Date
2 weeks from Today
Save your work.

(M) File > Save
Select the Attachments paperclip icon to display the Attachments window for referencing a
document to this job.

Chapter 1 - Page 52
s
) ha
6.
In the Attachments window, for Sequence 10 in the Category field, search the list of values
for WIP Job/Schedule Attachment.
7.
In the Description field enter: Special Instructions. Or you can enter any other descriptive
text.
In the Data type field, select Short Text from the list of values.
In the note region of the window, enter This is a rush job for Bruce Planner and needs to
be finished on schedule.
om
c
cs ide
t
a@ t Gu
y
n
ta den
i
a
ch Stu
k
l
i ( this
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ta rabl
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non
8.
9.

Chapter 1 - Page 53

(M) File > Save
11. Navigate to the View Discrete Jobs window to review your job and attachment.
(N) WIP > Discrete > View Discrete Jobs
12. Choose Find to display the View Discrete Jobs window.
How do you know there is an attachment for this job? The icon has changed from a
paperclip icon to a lock icon.
s
) ha
om
c
cs ide
t
Releasing a discrete job
a@ t Gu
y
n
n by releasing the
You are now ready to start production. You will authorize the start
ta of production
i
e
a
d
discrete job.
ch Stu
k
l
1. Navigate to the Discrete Jobs window and enter
your
s
( tjobhinumber.
i
n
(N) WIP > Discrete > Discrete Jobsne
e
a o usAnd use the list of values in the
m
2. Change the value in the status a
field
to Released.
t weeks from today.
k
e
k
Completion Date field, and
choose
a
date
2
s
n
Lathelwindow.
e
c
3. Save your work and
close
a
i
ny ble
a
(M) File >itSave
ra
ha> Close
eForm
(M)CFile
f
s
na -tran
h
s
Creating
andiscrete order
i
Kr You willnonow
create a discrete order to manufacture 100 PCs.
1. Navigate to the Discrete Jobs window.
the other fields.
Field
Value
Job
XX-ABC
Assembly
XX-PC
Type
Standard
Class
Discrete
Status
Released
Firm
No

Chapter 1 - Page 54
Start
100
MRP Net
Leave as defaulted
Start (Date)
System Date
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ta rabl
i
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hwork sandfeclose the window.
C
3. Save
your
a>nSave
na (M)-File
r
h
t
s
i
Kr
non
Adding the outside processing step to the discrete job

1. Navigate to the Operations window.
(N) WIP > Job/Schedule Details > Operations
2. Query for the discrete job XX-ABC.
3. Enter the following information in the respective fields
Sequence = 15
Department = XX-MFG

Chapter 1 - Page 55
s
) ha
om
c
cs ide
t
a@ t Gu
y
n
ta den
i
a
ch Stu
k
l
i ( this
n
e
4. Click on Resources
n
se
a
u
(B) Resources
am e to
k
k
s enter the following information
a window,
n
5. In the Resources Requirements
L
e
c
ya le li
Sequence = 10
n
a
ab
ait= XX-OP
Resource
r
h
e
f
C ns
na
Basis = Item
t=ra1
sh Value
i
n
r
K
no

Chapter 1 - Page 56
s
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t
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i
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ch Stu
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i (PO move.
his
t
6. On the Costing tab, enable the Charge Type
as
n
e
e
an o us
m
t
a
k
e
k
s
La licen
a
ny ble
a
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i
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non

Chapter 1 - Page 57
(M) File > Save

Issuing the material to the job (optional step)
(N) WIP > Material Transactions > WIP Material Transactions
2. Enter the following information in the respective fields:
Job = XX-ABC
Type = WIP issue (default)

Include = All Material
s
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3. Click the Continue button.
You can see the push material listed.
4. Click the Done button to issue the material to the job.

Chapter 1 - Page 58
Lesson 4 - Updating Material Requirements
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Chapter 1 - Page 59
Practice - Inventory Material Setup
Overview
When you simulated a discrete job to see what your material shortages might be, there was no
quantity in your subinventory for any of the items. This practice is to process Inventory
transactions to establish initial on-hand balances in your main stores area.
Assumptions

remember.
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Tasks
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Issuing material to the stockroom
ta den
i
a
1. Navigate to the Miscellaneous Transaction window.ch
tu
S
k
l
2. Select values for the following fields:
i ( this
n
e
Date: Todays date
n
se
a
u
Type Account Alias Receipt
am e to
k
k
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Source: STD_MTL_CST
L
aLines eto display
lic the Account alias receipt window.
y
3. Choose Transaction
n
l
ab in the window:
4. Enter the following
aita feinformation
r
h
C ns
a
n
-tra Subinventory Quantity
sh onItem
i
r
K
n
5.
XXCPU
XXMAIN
120
XXMonitor
XXMAIN
120
XXKeyboard XXMAIN
120
XXWire
XXMAIN
500
XXPlug
XXMAIN
240
XXBox
XXMAIN
120

Chapter 1 - Page 60
Solution Inventory Material Setup
Issuing material to the stockroom

Responsibility = Inventory, Vision Operations
1. Navigate to the Miscellaneous Transaction window.
(N) Inventory > Transactions > Miscellaneous Transaction
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fields: se
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a
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TypeitaAccountb
Alias Receipt
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3. hChoose
Lines to display the Account alias receipt window.
tra
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i
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Chapter 1 - Page 61
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4. Enter the following information a
in m
the window:
to
k
e
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L
a Subinventory
lic
Item ny
Quantity
e
l
a
t
b
i
XXCPU
120
ha sferaXXMAIN
C
an
naXXMonitor
XXMAIN
120
r
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s
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r
o
K
XXMAIN
120
nXXKeyboard
5.
XXWire
XXMAIN
500
XXPlug
XXMAIN
240
XXBox
XXMAIN
120

Chapter 1 - Page 62
Guided Demonstration - Using the Component Pick Release Program
Responsibility: Work in Process

Using the Component Pick Release window to select requirements
1. Navigate to the Component Pick Release window.
(N) WIP > Discrete > Component Pick Release > Component Pick Release (Form)
The Find Discrete Jobs window displays fields to search for jobs. You can query by Job,
Operation, Assembly, Schedule Group, Build Sequence, Line, and other criteria.
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ancriteria and choose Find to display the Component Pick Release window.
na search
r
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t
2.
Select
s
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Chapter 1 - Page 63
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k
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s displays in the summary view of push type
a ewindow
n
L
The Component Pick
Release
c
ya leforli your job. The following fields display:
component requirements
n
a
ab check box defaults as marked for all the records. Uncheck
ait in fRelease
r
Include
h
e
Crecordsnsyou do not want to release, or clear a record from the Edit menu.
a
n
-traSlip Grouping Rule is used to group tasks based on the pick method.
sh onPick
i
r
K
n
Print Pick Slips box is used to indicate if you want to print the Move Order Pick
Slip Report, in Oracle Inventory as part of this component pick release. Check this
box to enable printing.
3.
For Oracle Warehouse Management enabled organizations, the Plan

Tasks box flag provides the option to plan tasks automatically or manually at the
time of pick release. This option is used if you want to create the allocations, but
postpone the dispatching.
To display a summary window of one of the records, select a record in the navigation tree.
Information for top level records display on the summary window.

Chapter 1 - Page 64
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4. Select a component detail to display the detail window. aita
e
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Chapter 1 - Page 65
5.
Choose Release to perform the pick release process.

All jobs or schedules displayed in the tree are released. Move orders are generated for
records where the Include in Release check box is unchecked.
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Chapter 1 - Page 66
Practice - Viewing and Creating Material Transactions
Overview
After a job is released, you build it by issuing components. A component's supply type
determines how it is issued to the job. Push and bulk components are issued directly to jobs as
required. You can manually issue components to the job, use picking programs, or inventory
transaction processing. In this practice you will review component material reports, and issue
parts to your job.
Assumptions
as
Students replace XX with a unique identifier, such as initials or something easy )to h
om
remember.
c
cs ide

t
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Tasks
ta den
i
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ch Stu
Viewing Material Requirements

k
l
is requirements on the job
i (for yourthmaterial
n
In this first task you will view the supply typeseagain
e
you created. Supply types control how material
an ois delivered
us to a job.
m
t
a
1. Navigate to the View Material
kRequirements
e window.
k
s
a
n
2. Enter your discrete job L
number c
ine
the Find Material Requirements window, and choose
a
i
l
y
Find.
le
tantabbed
b
i
a
3. Select the
Supply
region
to view your supply types:
a
h sfer
C
n pull components are issued when you complete assemblies into
a Assembly
a
n
r
h
t
inventory.
s
Kri nonPush components are issued directly to the job.
Bulk components are issued to jobs when required.

Operation pull components are issued when you complete the transaction at the
operation where they are consumed.
4.
5.
Phantom subassemblies are a collection of their components, the components are

issued for the phantom assemblies.
Select the Quantities region.
Why is the requirement for the plug not a whole number?
Close the window.
Creating a Pick List Report

You will next be creating a pick list for stockroom personnel to pick and issue material for your
job.
1. Navigate to the Request window and select Single Request.
2. On the Submit Request window use the list of values in the Request Name field to select
the Discrete Job Pick List Report.

Chapter 1 - Page 67
3.
4.
5.
6.
7.
8.
In the Parameters window, select values in the following fields, and leave the other fields
blank:
Sort By: WIP Material transactions
Jobs From and To: Your discrete job number
Choose OK to display the Submit Requests window again, and choose Submit. Record the
Request ID number that displays on the Decision dialog box. Choose No for the response
to Submit another request?
When your report has completed, select the View Output option to view the report. On the
Find Requests window, select Specific Requests.
Enter your transaction number in the Request ID field and choose Find to display the
Requests window. You will see your record on this window.
Choose View Output to display the pick list for your job, and print your report.
Close the window.
Issuing push and bulk components to your job

In this next practice you will issue several components directly to your job.
2. Enter your discrete job number in the Job field.
3. In the Transaction region of the window, use the following defaulted values for:
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Type: WIP Issue
ch Stu
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Date: Todays Date
i ( this
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Include: All Material
n
se
a
u
m Issuetwindow.
4. Choose Continue to display theaWIP
All push material on your job is
o
k
e
displayedthe monitor and
the
plug.
k
a ens
L
5. Choose Done to process
transaction.
a this
lic
y
n
e
l
a that still
There is another ipart
bneeds to be issued, the bulk item. Bulk items are not automatically
a
a tjob.
r
transacted tohthe
The
bulk
item, wire, is part of a phantom subassembly in your assembly.
e
f
C
s
6. In
Material
an Transactions window, enter your discrete job number again in the Job
nathe WIP
r
h
t
s
field,
and
use
the same values for Type and Date as your last transaction.
i
Kr
non
7.
8.
Select Specific Component in the Include region, and choose Continue.

In the WIP Issue window, select the following information in the fields:
Item
XXWire
Subinventory
XXMAIN
Operation Sequence
10
Quantity
100
9. Choose Done to process this transaction.


Chapter 1 - Page 68
Solution Viewing and Creating Material Transactions
Viewing Material Requirements

Responsibility = WIP, Vision Operations
1. Navigate to the View Material Requirements window.
(N) WIP > Job/Schedule Details > View Material Requirements
2. Enter your discrete job number in the Find Material Requirements window, and choose
Find.
3. Select the Supply tabbed region to view your supply types:
Assembly pull components are issued when you complete assemblies into
inventory.
Push components are issued directly to the job.
Bulk components are issued to jobs when required.
has
Operation pull components are issued when you complete the transaction at )the
om
operation where they are consumed.
c
s
are
ccomponents
e
Phantom subassemblies are a collection of their components, the
t
d
i
issued for the phantom assemblies.
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4.
Select the Quantities region.

Why is the requirement for the plug not a whole number?

Chapter 1 - Page 69
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sisethe amount required to build the
This component has a yield valueaofn.90. Yield
u
assembly plus the amount you
to in production. A yield of .90 means that 90
amlose ore waste
k
k
percent of the usage quantity
a onenthes bill of material becomes part of the finished
L
assembly. When
the
bill
ic is exploded, it adds extra parts to the quantity
ya leof lmaterial
needed. tan
i
ab
awindow.
r
5. Close the
h
e
f
CFile > Close
s Form
n
a
(M)
a
n
r
sh on-t
i
r
K
n
Creating a Pick List Report
You will next be creating a pick list for stockroom personnel to pick and issue material for your
job.
1. Navigate to the Request window
WIP > Report
2. Select Single Request, and choose OK to display the Submit Request window.

Chapter 1 - Page 70
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Jobs From and To: Your discrete job numberch
tu
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3.
4.
Use the list of values in the Request Name field to select the Discrete Job Pick List Report.
In the Parameters window, select values in the following fields, and leave the other fields
blank:
Sort By: WIP Material transaction
5.
6.
Choose OK to display the Submit Requests window again.

Choose Submit and record the Request ID number that displays on the Decision dialog
box.
Choose No for the response to Submit another request?
7.

Chapter 1 - Page 71
8.
9.
When your report has completed, select the View Output option to view the report. On the
Find Requests window, select Specific Requests.
Enter your transaction number in the Request ID field and choose Find to display the
Requests window. You will see your record on this window.
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10. Choose View Output to display the pick list for your job.
11. Print your pick list.
(M) File > Print
Issuing push and bulk components to your job
In this next practice you will issue several components directly to your job.
(N) Material Transactions > WIP Material Transactions
2. Enter your discrete job number in the Job field.

Chapter 1 - Page 72
3.
In the Transaction region of the window, use the following defaulted values for:
Type: WIP Issue
Date: Todays Date
Include: All Material
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seAll push material on your job is
4. Choose Continue to display the WIPa
Issue
u
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displayedthe monitor and the
plug.
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k
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Chapter 1 - Page 73
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5. Choose Done to process thisk
transaction.
am e to
k
aneeds toebensissued, the bulk item. Bulk items are not automatically
There is another part that still
L
abulk item,
licwire, is part of a phantom subassembly in your assembly.
transacted to the job. The
y
n
e
l
ita Transactions
6. In the WIPaMaterial
enter your discrete job number again in the Job
rabvalues forwindow,
h
e
f
field, C
and use the
same
Type
and
Date as your last transaction.
s
n
a
n Specific
7. hSelect
tra Component in the Include region, and choose Continue.
s
i
n
r
K 8. Inntheo WIP Issue window, select the following information in the fields:
Item
XXWire
Subinventory
XXMAIN
Operation Sequence
10
Quantity
100
9. Choose Done to process this transaction.


Chapter 1 - Page 74
Lesson 5 - Assigning and Managing Resources
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Chapter 1 - Page 75
Lesson 6 - Scheduling Jobs and Resources
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Chapter 1 - Page 76
Practice - Using the Job and Resource Workbenches
Overview
The Job and Resource Workbenches provide a visual display of work on the shop floor. The Job
Workbench provides a job oriented view, while the Resource Workbench displays a resource
oriented view. In this practice you will:
Navigate on both workbenches
View scheduling information on the Gantt chart

Drag and drop to reschedule
View tool tip and property windows
Assumptions
has
)
om
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t

somethingueasy to
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(
i
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nen use t
a
am e to
Using the Job Workbench
k
k
a ens
1. Navigate to the Job Workbench.
L
a Startup
licwindow appears as it connects to the server. This may take
y
The Job Workbench
n
e
l
ita before
severala
seconds
ab the Job Workbench appears. Your standard job for XX-PC
r
h
e
f
assembly
displays
C ns when the Discrete Workstation appears.
a
a operations to view the resources.
2. hExpand
all
trthe
s n The
i
n
r
o Tree Hierarchy displays jobs and resources. You can expand and collapse records.
K
nThe
Gantt chart consists of a timeline in a horizontal bar chart for data on the tree.
3.
4.
5.
6.
Change the scheduling mode to automatic scheduling. How does the window look
different?
Select a record on the Gantt chart, and right-click to display the popup menu. Choose
Automatically Reschedule to display the Automatic Reschedule tool.
You can select a scheduling direction, Backward or Forward, a start date, and operation
scheduling criteria.
Change the scheduling mode to manual.
Select the top level job, and with your cursor rightclick on the record to display the popup
menu. Choose Job Properties.
Information for each job, operation, and resource is displayed in properties windows.
Properties windows contain information about dates, quantities, descriptions of the
scheduling data, and sales order and customer information. The Job Properties displays
job information in three tabbed areas: General, Sales Order Lines, and Components.
The Resource Properties window displays resources assigned to a particular job

Chapter 1 - Page 77
7.
8.
9.
10.
11.
12.
operation in two tabbed areas: the General (data from the Resource Requirements
window) and the Instances tab.
Choose OK to close the window.
Select the top level job, and roll your cursor over the job to display the Job Tool Tip window.
The tool tip windows display information progress of completed operations, and date
information. The Job Operation tool tip window displays operation information including
number, sequence, progress and quantities in the intraoperation steps.
Select your job for rescheduling on the Gantt chart.
With your cursor, move the job scheduling bar one week. Grab and drag forward. The
Bar Inspector tool tip window displays. This provides scheduling accuracy by displaying
start date and end date information during a drag and drop action.
Save your work.
Enable Resource Load.
Choose Select Resources to display the Select Resources window.
Both workbenches contain the Select Resource window, and the Resource Load pane to
display shop floor resources.
In the Available Resources column, select department XX-MFG. Move the resources you
created, individually using the arrows to the Selected Resources column.
Choose OK to display them on the Resource Load pane.
The load for each resource selected is displayed on the bar or table view graph.
Resource load includes all shop floor demand, not just demand displayed on the
workbench.
Close the Job Workbench.
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Using the Resource Workbench
a ens
L
a displays
The Resource Workbench
liacresource centric view of your scheduling.
y
n
e
l
1. Navigate to the
ab Workbench.
aitaResource
r
h
e
f
2. If yourCresources
s do not display on the workbench, select Preferences, and select
n
a
a
n
department
XX-MFG.
r
-t arrow tool, and move the resources from the Unselected column, to the My
shSelect
i
n
r
3.
the
o
K
n
4.
5.
6.
Resources column.
Data display on the workbench is controlled by preferences selected in the Preference
window. You can select options for the tree display, bar display, and scheduling
behavior.
Choose OK to save your work and display the selected resources on the workbench.
With your cursor, select a resource, and right-click to display the popup menu.
Close the Job Workbench.

Chapter 1 - Page 78
Solution Using the Job and Resource Workbenches
Using the Job Workbench

1. Navigate to the Job Workbench.
(N) WIP > Discrete > Job Workbench
The Job Workbench Startup window appears as it connects to the server. This may
take several seconds before the Job Workbench appears. Your standard job for XXPC assembly displays when the Discrete Workstation appears.
2. Expand all the operations to view the resources.
The Tree Hierarchy displays jobs and resources. You can expand and collapse records.
The Gantt chart consists of a timeline in a horizontal bar chart for data on the tree.
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3.
4.
Change the scheduling mode to automatic scheduling.

(M) Schedule > Automatic
How does the window look different?
The color of the canvas changes.
Select a record on the Gantt chart, and right-click to display the popup menu. Choose
Automatically Reschedule to display the Automatic Reschedule tool.

Chapter 1 - Page 79
5.
6.
You can select a scheduling direction, Backward or Forward, a start date, and operation
scheduling criteria.
Change the scheduling mode to manual.
(M) Schedule > Manual
Select the top level job, and with your cursor rightclick on the record to display the popup
menu. Choose Job Properties.
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Information for each job, operation, and resource is displayed in properties windows.
Properties windows contain information about dates, quantities, descriptions of the
scheduling data, and sales order and customer information. The Job Properties displays
job information in three tabbed areas: General, Sales Order Lines, and Components.
The Resource Properties window displays resources assigned to a particular job

Chapter 1 - Page 80
7.
8.
operation in two tabbed areas: the General (data from the Resource Requirements
window) and the Instances tab.
Choose OK to close the window.
Select the top level job, and roll your cursor over the job to display the Job Tool Tip window.
The tool tip windows display information progress of completed operations, and date
information. The Job Operation tool tip window displays operation information including
number, sequence, progress and quantities in the intraoperation steps.
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a e licon the Gantt chart.
9. Select your job foryrescheduling
n
l the job scheduling bar one week. Grab and drag forward. The
a move
tcursor,
b
i
With your
a
a
h stool
ertip window displays. This provides scheduling accuracy by displaying
Bar
Inspector
f
C
n end date information during a drag and drop action.
aand
nastart -date
r
h
t
s
i
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non
10. Save your work.

(M) File > Save
11. Enable Resource Load.
(M) View > Resource Load > check box

Chapter 1 - Page 81
12. Choose Select Resources to display the Select Resources window.

Both workbenches contain the Select Resource window, and the Resource Load pane to
display shop floor resources.
13. In the Available Resources column, select department XX-MFG. Move the resources you
created, individually using the arrows to the Selected Resources column.
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se
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k
k
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lthe resources, choose OK to display them on the Resource Load
ta moved
b
i
14. When youa
have
all
a
er
f
pane.Ch
s
aforn each resource selected is displayed on this bar or table view graph.
naThe load
r
h
t
s
i
on load includes all shop floor demand, not just demand displayed on the
Kr
nResource
workbench.
15. Close the Job Workbench.

(M) File > Close
Using the Resource Workbench
The Resource Workbench displays a resource centric view of your scheduling.
16. Navigate to the Resource Workbench.
(N) WIP > Discrete > Resource Workbench

Chapter 1 - Page 82
17. If your resources do not display on the workbench, select Preferences, and select
department XX-MFG.
18. Select the arrow tool, and move the resources from the Unselected column, to the My
Resources column.
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Data display on the workbench is controlled by preferences selected in the Preference

window. You can select options for the tree display, bar display, and scheduling
behavior.
19. Choose OK to save your work and display the selected resources on the workbench.

Chapter 1 - Page 83
s
) ha
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cs ide
t
a@ t Gu
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ta den
i
a
chdisplaySthetupopup menu.
20. With your cursor, select a resource, and right-click
to
k
l
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21. Close the Job Workbench.

Chapter 1 - Page 84
Lesson 7 - Creating Shop Floor Transactions
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Chapter 1 - Page 85
Practice - Assembly Move Transactions

Overview
In this practice you will be performing production work on your shop floor. As you move
assemblies through the shop floor, you will be:
Moving parts through the various interoperation steps and operations
Completing operations and assemblies

Resolving problem parts through scrap and rework steps
Moving all the parts from the Queue of operation sequence 10 to the Queue of the
outside processing operation 15
Assumptions
has
)
om
c

cs ide
t

somethingueasy to
a@
y
G
n
t
remember.
a
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ha Stude
c
lk his
(
i
Tasks
nen use t
a
to
am e steps
Moving assemblies through interoperation
k
k
s operation step of the first operation, to the Run
afrom theenQueue
You will be moving assemblies
L
c
lito begin production on your job. Some of the assemblies are
operation step of then
first
yaoperation
e
l
a
t operation,
completed at theifirst
and will be moved to the To move interoperation step to
atheb next
a ready
r
h
e
indicate they
are
for
operation.
f
C ns
a
1. hNavigate
n -ttorathe Move Transactions window, select your record in the Job field, and enter
s the
i
in the following table:
n
r
K
noinformation
2.
From Operation
Sequence
10
Step
Queue
To Operation
Sequence
10
Step
Run
Quantity
100
Save your work.

Chapter 1 - Page 86
3.
4.
Next, move assemblies from the Run step to the To move step using the following
information:
From Operation
Sequence
10
Step
Run
To Operation
Sequence
10
Step
To move
Quantity
80

There is a problem with a few of the parts at the Run step. In an earlier practice you
created a shop floor status preventing moves in the routing. You will assign this status to
your routing so that quantities moved into the Reject step cannot be moved until the QA
inspector reviews these parts.
Navigate to the Assign Shop Floor Status window, enter your job number in the Find
window, and choose Find.
Enter the following information in the window:
s
) ha
om
c
5.
cs ide
t
a@ t Gu
y
n
6.
ta den
i
a
Operation Sequence: 10
ch Stu
k
l
Step: Reject
i ( this
n
e
nyou named
Status: XX_SHOP (or whatever
seyour shop floor status)
a
u
7. Save your work.
am e to
k
k
sat the first operation. Navigate to the Move
n
8. Some assemblies needLtoabe rejected
e
c
li
Transactions window
yaagain.
n
e
l
a
b the Run operation step of the first operation, to the Reject
it
9. Move five a
assemblies
afrom
r
h
e
f
operation
step
of
the
first
operation.
C ns
a
n the Reason
10.hIn
tra field, select an appropriate value from the list of values.
s
i
n
r
K 11. Save
noyour work.
12. Perform another move transaction, move 3 assemblies from the Reject step of Operation
10, to the Queue step of Operation 20.
What happened when you attempted to move these parts?
The quality on hold has been resolved. You will now cancel the hold of the assemblies in Reject
at the first operation.
13. Navigate to the Assign Shop Floor Status window and find the record for your discrete job.
14. Select your record, and delete the row. Confirm the caution note that appears asking you if
you want to delete this record.
15. Save your work
You can now move assemblies out of Reject at first operation. The inspector has determined
that all five of the rejected assemblies must be scrapped.
16. Navigate to the Move Transactions window, and move the 5 assemblies from the Reject
operation step of the first operation, to the Scrap operation step at the first operation.

Chapter 1 - Page 87
You will be moving all the parts of the job from the Queue at operation sequence 10 to the
Queue of the outside processing operation 15, which you added in the Operations window.
1. Navigate to the Move Transactions window.
2. Query for your discrete job number. Select your record in the Job field and enter the
following information in the table in the respective fields:
Job
XX-ABC
Transaction Type
Move
From Sequence
10
Step
Queue (default)
To Sequence
15 (outside processing
operation)
s
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Queue
Step
cs ide
t
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100
Quantity
y
n
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i
a
ch Stu
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Chapter 1 - Page 88
Solution Assembly Move Transactions
Moving assemblies through interoperation steps

1. Navigate to the Move Transactions window, select your record in the Job field, and enter
the information in the following table:
From Operation
Sequence
10
Step
Queue
To Operation
Sequence
10
Step
Run
s
) ha
om
c
cs ide
(N) WIP > Move Transactions > Move Transactions
t
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i
a
ch Stu
k
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Quantity
2.
100
Save your work.

Chapter 1 - Page 89
3.
4.
Next, move assemblies from the Run step to the To move step using the following
information:
From Operation
Sequence
10
Step
Run
To Operation
Sequence
10
Step
To move
Quantity
80

There is a problem with a few of the parts at the Run step. In an earlier practice you
created a shop floor status preventing moves in the routing. You will assign this status to
your routing so that quantities moved into the Reject step cannot be moved until the QA
inspector reviews these parts.
Navigate to the Assign Shop Floor Status window.
(N) WIP > Move Transactions > Shop Floor Statuses > Assign Shop Floor Statuses
Enter your job number in the Find window, and choose Find.
s
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om
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6.
ch Stu
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Chapter 1 - Page 90
7.
Enter the following information in the window:
Operation Sequence: 10
Step: Reject
8.
9.
10.
11.
12.
13.
Status: XX_SHOP (or whatever you named your shop floor status)
Save your work.
(M) File > Save
Some assemblies need to be rejected at the first operation. Navigate to the Move
Transactions window again.
Move five assemblies from the Run operation step of the first operation, to the Reject
operation step of the first operation.
In the Reason field, select an appropriate value from the list of values.
Save your work.
Perform another move transaction, move 3 assemblies from the Reject step of Operation
10, to the Queue step of Operation 20.
What happened when you attempted to move these parts?
A message displays regarding the operation step assigned that prevents moves.
s
) ha
om
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cs ide
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ch Stu
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You can now move assemblies out of Reject at first operation. The inspector has determined
that all five of the rejected assemblies must be scrapped.
14. Navigate to the Move Transactions window, and move the 5 assemblies from the Reject
operation step of the first operation, to the Scrap operation step at the first operation.

Chapter 1 - Page 91
2. Query for your discrete job number. Select your record in the Job field, and enter the
Job
XX-ABC
Transaction Type
Move
From Sequence
10
Step
Queue (default)
To Sequence
15 (outside processing
operation)
s
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om
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t
100
Quantity
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Step
Queue

(M) File > Save

Chapter 1 - Page 92
Practice - Reviewing and Updating Resource Information
Overview
You defined resources in Oracle Bills of Materials and associated them with the assemblys bill
of material. When you created the job, the resources were assigned to the job. In this practice
you are updating resource assignments to reflect the changes on your shop floor.
Assumptions
s
) ha

remember.
om
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Tasks
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Reviewing and updating job resources
ch Stu
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l
In an earlier practice, you defined an employee for
your
and created a
s
( labor
iresources,
i
h
t
n
temporary resource. You will review your resources
ne uand
seassign the temporary resource to an
a
operation.
to
am ewindow.
k
1. Navigate to the DepartmentkResources
a inenthesDepartment field, and choose Resources to display
L
2. Enter your department,
XX-MFG
licthe resources you created earlier, and make note of the
ya Review
the Resourcesawindow.
n
e
l
abresource your created earlier.
name for the
aittemporary
r
h
e
f
Cthe window.
s
3. Close
n
a
a
n
r
4.
-tto the View Resource Requirements window and select your job number. Review
shNavigate
i
n
r
o
K then job operation and resources for your job. You will be adding a resource to Operation 20.
5.
6.
7.
8.
Close the window.

Navigate to the Operations window, and enter your record in the Job field. Choose Find to
display your job operations.
Place your cursor at Operation 20 to display the Resource Requirements window.
Select the information for the fields in the following table.
Sequence
Name
XXTemp
Basis
Item
Usage Rate
1 (hours resource
requires to do one
operation
Charge Type
Manual

Chapter 1 - Page 93

In an earlier practice you were assigned an employee and set a labor rate of $50. Note your
employee name.
10. Navigate to the Move Transactions window and enter the following information in the fields:
From Operation
Sequence
20
Step
Queue
To Operation
Sequence
30
Step
Queue
Quantity
s
) ha
You will notice that the Manual Resources Exist checkbox is enabled. Why?
11. Choose Resources and select the appropriate value in the Employee or Employee Number
field for the temporary employee you set up in an earlier practice. Enter 5 in the Quantity
field.
om
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Chapter 1 - Page 94
Solution Reviewing and Updating Resource Information
Reviewing and updating job resources

1. Navigate to the Department Resources window.
(N) Bills of Materials > Routings > Departments
2. Enter your department, XX-MFG in the Department field, and choose Resources to display
the Resources window. Review the resources you created earlier, and make note of the
name for the temporary resource.
s
) ha
om
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t
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ch Stu
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3.
4.
Close the window.

Navigate to the View Resource Requirements window and select your job number. Review
the job operation and resources for your job. You will be adding a resource to Operation 20.
(WIP) Job/Schedule Details > View Resource Requirements

Chapter 1 - Page 95
s
) ha
om
c
cs ide
t
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ch Stu
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l
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n
e
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se
a
u
am e to
k
k
a ens
L
a ewindow,
lic and enter your record in the Job field. Choose Find to
6. Navigate to the Operations
y
n
l
ta operations.
display yourijob
ab
a
r
h
e
f
(WIP)
Details > Operations
C Job/Schedule
s
n
a
a
n
r
sh on-t
i
r
K
n

Chapter 1 - Page 96
s
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a
ch Stu
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e
n theuResource
se
7. Place your cursor at Operation 20 toa
display
Requirements window.
m
o
t
a
k
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se
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n
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Chapter 1 - Page 97
8.
In the Resource Requirements window, select the information for the fields in the following
table. The Charge Type field is located in the Costing tabbed region.
Sequence
Name
XXTemp
Basis
Item
Usage Rate
1 (hours resource
requires to do one
operation
Charge Type
Manual
9.

(M) File > Save
11. Enter the information in the fields from the following table:
s
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om
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cs ide
t
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y
n
ta den
i
a
20
From Operation
ch Stu
k
l
Sequence
i ( this
n
e
Queue
Step
n
se
a
u
m
to
30 ka
To Operation
e
k
a ens
Sequence
L
a Queue
lic
y
Step
n
e
l
aita ferab 5
Quantity
h
C ns
a
n
You
-tranotice that the Manual Resources Exist checkbox is enabled. Why?
sh onwill
i
r
K
n

Chapter 1 - Page 98
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e
This indicates that there is at least one
n resource
seat this operation step charged manually.
a
u
The box is enabled when you
m
tano operation. If the transaction goes from 10
kacomplete
e
Queue to 10 Run, the a
operation
is s
not
completed and the box is not checked. But it is
k
n and 30 Queue.
Lfrom 20
e
checked if you move
Queue
c
a
i
l
nyandbselect
12. Choose Resources
le the appropriate value in the Employee or Employee Number
a
t
i
a
a
field for h
the temporary
er employee you set up in an earlier practice. Enter 5 in the Quantity
f
C
s
field.
na -tran
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Chapter 1 - Page 99
Practice - Creating a Non-standard Job for Rework
Overview
Non-standard job activity can include rework, field service repair, upgrade, maintenance,
engineering prototypes, and other projects. For rework assemblies, you can manually create
rework operations or use a predefined rework routing.
In this practice you will move damaged material to the MRB subinventory and create a nonstandard job for rework on your parts.
Assumptions
s
) ha
om
c
cs ide
t
a@ t Gu
y
n
Tasks
ta den
i
a
tu
ch subinventory
S
k
l
Moving assemblies into the Material Review Board
(MRB)
( this
i immediately.
n
When material is rejected, it is often not reworked
It is sent to a subinventory set
e
n assemblies
seto create
a
u
aside for this purpose until there are enough
a work order to authorize the
m
o
t
a
rework.
k
se window, and select the following information:
ak Transactions
n
L
1. Navigate to the Miscellaneous
e
a e lic
y
n
Date: tUse
the
l date
a adefault
b
i
a
Type:
Receipt
h Miscellaneous
er
f
C
s
an Use any account
na Account:
r
h
t
s
i
Kr 2. Choose
non Transaction Lines to display the entry window and enter the following information in
remember.
the fields:
Item: XX-PC
Subinventory: MRB
3.
Quanitity: 10
Creating an alternate rework routing

You will reference this rework routing when creating your non-standard job.
1. Navigate to the Routings window.
2. Select the following values in the header of the window:
Item: XX-PC
3.
Alternate: Rework
In the Main tabbed region select the following values:
Sequence: 10
Department: XX-MFG

Chapter 1 - Page 100
4.
Creating a non-standard job for rework using a routing

1. Navigate to the Find Discrete Jobs window and choose New.
2. Select the following values in the fields:
Field
Value
Job
Use a name or number

of your choice. Use your
unique identifier in the
name.
Type
Non-standard
Assembly
XX-PC
Class
XXRework or Rework
Status
Released
s
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om
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cs ide
t
Quantity
10
a@ t Gu
y
Start
Today
n
ta den
i
a
Completion
Today
ch Stu
k
l
i ( information:
3. In the Routing tabbed region, select the following
his
t
n
e
e
an o us
m
t
a Value
k
Field
e
k
s
n
LaXX-PC
e
Reference
c
a
i
l
ny blRework
e
a
t
Alternate
i
a
a
h worksand
erclose the window.
f
C
4. Save
your
na -tran
h
s
i
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non

Solution Creating a Non-standard Job for Rework
Moving assemblies into the Material Review Board (MRB) subinventory

Responsibility = Manufacturing and Distribution Manager, Vision Operations
1. Navigate to the Miscellaneous Transactions window, and select the following information:
Date: Use the default date
2.
Type: Miscellaneous Receipt

Account: Use any account
Inventory > Transactions > Miscellaneous Transactions
Choose Transaction Lines to display the entry window and enter the following information:
Item: XX-PC
Subinventory: MRB
Quanitity: 10
(M) File > Save
s
) ha
om
c
cs ide
t
a@ t Gu
y
n
ta den
i
Creating an alternate rework routing
a
h Stu job.
cnon-standard
You will reference this rework routing when creating your
k
l
i ( this
1. Navigate to the Routings window.
n
e
n
se
Bills of Materials > Routing > Routings
a
u
o
am
2. Select the following values k
ink
the
header
oft the window:
e
a ens
Item: XX-PCa L
lic
y
n
e
Alternate:
Rework
l
aita ferab
h
C ns
a
n
sh on-tra
i
r
K
n
3.

s
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om
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t
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y
n
ta den
i
a
ch Stu
k
l
i ( this
n
e
3. In the Main tabbed region select the following
n values:
se
a
u
Sequence: 10
am e to
k
k
a ens
Department: XX-MFG
L
aclose the
ic
lwindow.
y
4. Save your work n
and
e
l
ta
(M) Filea>i Save rab
h
feForm
CFile > Close
s
(M)
n
a
hn n-tra
s
i
r
K Creating
noa non-standard job for rework using a routing
1.
2.
Navigate to the Find Discrete Jobs window and choose New.

WIP > Discrete > Discrete jobs
Select the following values in the fields:
Field
Value
Job
Use a name or number

of your choice. Use your
unique identifier in the
name.
Type
Non-standard
Assembly
XX-PC
Class
XXRework or Rework
Status
Released

Quantity
10
Start
Today
Completion
Today
s
) ha
om
c
cs ide
t
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y
n
ta den
i
a
ch Stu
k
l
i ( this
n
e
n
se
a
u
am e to
k
k
a ens
L
a e lic
y
n
ta rabl
i
a
h sfe region, select the following information:
3. In theC
Routing tabbed
na -tran
h
s
i
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non
Field
4.
Value
Reference
XX-PC
Alternate
Rework

(M) File > Save

Practice - Using the Discrete Workstation
Overview
The Discrete Workstation provides a single interface to perform multiple shop floor functions
without navigating to a number of transaction windows. It displays information by department or
resource, and it lists all of the job operations for immediate and future dispatch. You can
perform transactions directly on the workstation's tabs, or navigate to the corresponding Work in
Process windows. In this practice you will view information and create transactions on the
Discrete Workstation.
Assumptions
s
) ha

remember.
om
c
cs ide
t

a@ t Gu
y
n
ta den
i
a
Tasks
ch Stu
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Using the Discrete Workstation
n
e
n window,
se select department XX-MFG, and
1. Navigate to the Discrete WorkstationaStartup
u
am e to
choose Launch.
k
k
s of two panes, the tree hierarchy and the detail
a is composed
n
The workstation window
L
e
c
i
ldisplays
canvas. The tree
a hierarchical listing of the workstation contents. The
yahierarchy
n
e
l
a
tree displays
branches
ab or levels of information. You will see two branches:
ait four
r
h
e
f
CImmediate
s Dispatch List branch displays all of the job operations that are ready to
n
a
a
n
be
worked
(quantity of assemblies in Queue).
r
-t
sh onUpstream
i
r
Dispatch List branch displays all of the job operations that are to be
K
n
2.
3.
worked on in the future (quantity of assemblies ready to be moved in the previous

operation).
Expand the Immediate Dispatch branch and select your discrete standard job for XX-PC for
Operation 10.
The job operation information displays on the on the detail canvas pane of the
workstation.
The header portion of this canvas displays button to access other Work in Process
windows. This includes Issue Components, Quality Collection, Move Assemblies, View
Instructions, and View Contracts.
Select the Components node, and the Resources node to view the components you issued
to this job, and the resources you assigned to this operation.
Issuing parts on the Discrete Workstation

You have found that you need to issue items to the non-standard job you created for rework as
part of the rework process.

1.
Select Issue Components to navigate to the WIP Material Transactions window, select the
following values for the fields, and choose Continue.
Field
2.
Value
Assembly
XX-PC
Job
Your job name
Type
WIP Issue
Date
Today
Subinventory
MRB
Include
Specific Component
On the WIP Issue window, enter XXCable and XXKeyboard in the item field, and select the
following values for the fields.
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Subinventory
XXMAIN
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Operation Sequence 10
ta den
i
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ch Stu
Department
XX-MFG
k
l
i ( this
Unit of Measure
EA
n
e
e
n
s
a
u
Quantity
10
am e to
k
k
a ens
L
3. Choose Done to save
your
a ework.
lic
y
n
l
a purposes,
Note: Foritclass
b respond OK if you receive the following messages:
a
a
r
h
fecomponent is not required at this operation.
CNote: This
s
n
a
-tracomponent is not on the bill of materials.
shn onThis
i
r
K
n Quantity will drive inventory negative.
Field
Value
Do you know why these messages display?
Moving assemblies on the Discrete Workstation by drop and drag

You move assembly quantities by dragging the red ball icon to the bucket at the step selected.
You can also navigate directly to the Move Transactions window by choosing Move Assemblies.
1. Select the Assembly Moves tabbed region.
2. Select your non-standard discrete job for rework, operation 10, to display it on the
workstation canvas.
3. With your cursor, select the red ball icon at the Queue step, and drag and drop the ball at
the To Move step. The ball icon will change to the color blue when you move successfully.
The Move dialog window displays. The To Operation field defaults to the current
operation.
4. Enter a move quantity of 5, and save your work.
5. Select your standard discrete job, operation 10, to display it on the workstation canvas.

6.
Select any step that has quantity to move. With your cursor, select the red ball icon and
drag it to the To Move step.
7. When the Move dialog box appears, select the list of values icon to select another operation
to move quantities to another operations. Select operation 20 on the list of values window,
and choose OK.
8. Enter the entire quantity at this step, and choose OK.
9. Repeat steps 5 through 8 until you move all quantities to the To Move step at operation 30.
Do not move any quantities you may have in a Scrap step.
10. Close the Discrete Workstation.
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Solution Using the Discrete Workstation
Using the Discrete Workstation

1. Navigate to the Discrete Workstation Startup window, select department XX-MFG, and
choose Launch.
(N) WIP > Discrete > Discrete Workstation
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k
k
s of two panes, the tree hierarchy and the detail
a is composed
n
The workstation window
L
e
c
i
ldisplays
yahierarchy
canvas. The tree
a hierarchical listing of the workstation contents. The
n
e
l
a
t
b
tree displays
four
branches
or
levels
of information. You will see two branches:
i
a fera
h
CImmediate
s Dispatch List branch displays all of the job operations that are ready to
n
a
a
n
be
worked
(quantity of assemblies in Queue).
r
-t
sh onUpstream
i
r
Dispatch List branch displays all of the job operations that are to be
K
n
worked on in the future (quantity of assemblies ready to be moved in the previous
operation).

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k
k
s and select your discrete standard job for XX-PC for
2. Expand the Immediate Dispatch
a branch
n
L
e
Operation 10.
c
li
yainformation
n
e
l
a
The job operation
displays on the on the detail canvas pane of the
ait ferab
workstation.
h
C nportion
s of this canvas displays button to access other Work in Process
a
The header
a
n
r
-t This includes Issue Components, Quality Collection, Move Assemblies, View
sh windows.
i
n
r
o
K
n
3.
Instructions, and View Contracts.

Select the Components node, and the Resources node to view the components you issued
to this job, and the resources you assigned to this operation.
Issuing parts
You have found that you need to issue items to the non-standard job you created for rework as
part of the rework process.
1. Select Issue Components to navigate to the WIP Material Transactions window, select the
following values for the fields, and choose Continue.
Field
Value
Assembly
XX-PC
Job
Your job name
Type
WIP Issue

Date
Today
Subinventory
MRB
Include
Specific Component
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o XXKeyboard in the item field, and select the
tand
aXXCable
2. On the WIP Issue window, enter
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following values for theL
fields.
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n
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t
i
a
Value
h Fieldsfer
C
XXMAIN
an
naSubinventory
r
h
t
s
i
on Sequence 10
Kr
nOperation
3.
Department
XX-MFG
Unit of Measure
EA
Quantity
10
Choose Done to save your work.

Note: For class purposes, respond OK if you receive the following messages:
Note: This component is not required at this operation.
This component is not on the bill of materials.
Quantity will drive inventory negative.
Do you know why these messages display?
This job is for specified rework on certain parts. A bill of material is not created because
it is a one-time task.
The inventory specified may not have the parts. This is a warning message and the
issue task can still be performed.

Moving assemblies on the workstation by drop and drag

You move assembly quantities by dragging the red ball icon to the bucket at the step selected.
You can also navigate directly to the Move Transactions window by choosing Move Assemblies.
1. Select the Assembly Moves tabbed region.
2. Select your non-standard discrete job for rework, operation 10, to display it on the
workstation canvas.
3. With your cursor, select the red ball icon at the Queue step, and drag and drop the ball at
the To Move step. The ball icon will change to the color blue when you move successfully.
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4.
5.
6.
7.
The Move dialog window displays. The To Operation field defaults to the current
operation.
Enter a move quantity of 5, and save your work.
Select your standard discrete job, operation 10, to display it on the workstation canvas.
Select any step that has quantity to move. With your cursor, select the red ball icon and
drag it to the To Move step.
When the Move dialog box appears, select the list of values icon to select another operation
to move quantities to another operation.

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aon the elistloficvalues window, and choose OK.
y
n
8. Select operation
20
a abl
t
i
a
9. Enter the
hentiresquantity
er at this step, and choose OK.
f
C
10. Repeat
an5 through 9 until you move all quantities to the To Move step at operation 30.
na -steps
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t
s
i
Do not move any quantities you may have in a Scrap step.
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11. Close the Discrete Workstation.
(M) File > Close

Practice - Completing Discrete Jobs
Overview
You can complete job assemblies into inventory using a number of different Work in Process
windows. Work in Process considers an assembly to have completed an operation if the
assembly is at the To Move, Reject, or Scrap steps. Completion transactions automatically
update operation completion quantities, charge appropriate resources and overheads, and
assembly pull material designated on the bill of material is backflushed.
In the practice you will perform a quick completion of jobs on the Move Transactions window,
and a two step completion on the Completion Transactions window.
Assumptions
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Students replace XX with a unique identifier, such as initials or something

to
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Tasks
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se
Completing jobs on the Move Transactions
a
u
toand query your non-standard job for rework.
amwindow,
1. Navigate to the Move Transactions
k
e
k
s in the Queue step of operation 10.
a 5 assemblies
n
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This job should still have
e
c
i
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ya in lthe
n
2. Select your jobanumber
type region, and choose Complete.
e
t
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a
Whath
happens?er
f
C
s
n
a
3. Close
the
Move
Transactions
window.
n -tra
h
s
i
to the Discrete Jobs window, find your non-standard job for rework, and select the
Kr 4. Navigate
non
Routing tabbed region.

5. Enter XXFGI in the Subinventory field.
7. Navigate to the Move Transactions window again.
8. Select your non-standard job for rework.
9. In the Transaction type region, choose Complete.
10. Move all available quantities at the Queue step for operation 10. Move those assemblies to
the To Move step of operation 10.
11. Save your work.
Completions using the Completion Transactions window
Your standard job used components with several different supply types. In this task you will
review the quantities issued to your job, before and after completion.
You have more options for completing work orders when using the Completions Transactions
window such as changing the completion subinventory. You can also add applicable revisions
or locator information.

1.
2.
3.
Navigate to the Discrete Jobs window and search for you standard job for XX-PC.
Choose Components to access the Material Requirements window.
Select the Quantities tabbed region.
How many of the boxes have been issued? Why?
4. Navigate to the Completion Transactions window.
5. Select your standard job and use the WIP Completion transaction type.
You will notice in the Quantities region, the initial quantity of this job appears in the Job
Quantity field, and the amount you can complete in the Available to Complete field.
6. Choose Continue to display the WIP Completion entry window.
7. Your completion subinventory XXFGI should display in the Subinventory field. If not, select
this value. Also enter all of the available quantity to complete in the Quantity field.
8. Choose Done to save your work.
9. Now navigate back to the Discrete Jobs window and search for you standard job for XX-PC.
10. Choose Components to access the Material Requirements window, and select the
Quantities tabbed region.
How many of the boxes have been issued? Why?
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Solution Completing Discrete Jobs
Completing jobs on the Move Transactions window

Responsibility = Oracle Work in Process, Vision Operations
1. Navigate to the Move Transactions window, and query your non-standard job for rework.
This job should still have 5 assemblies in the Queue step of operation 10.
2. Select your job number in the Transaction type region, and choose Complete.
What happens?
You receive an error because the completion subinventory has not been defined on the
work order. To complete a quantity of your assemblies directly to stock in a single
transaction, you must specify a default completion subinventory on the job.
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3. Close the Move Transactions window. eni
n
se
a
u
o non-standard job for rework, and select the
am e tyour
k
4. Navigate to the Discrete Jobs
window,sfind
k
n
Routing tabbed region. La
e
c
a
i
l
(N) WIP > Discrete
ny >bDiscrete
le Jobs
a
t
i
a
a
r
5. Enter XXFGI
field.
h in sthefeSubinventory
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amwindow
7. Navigate to the Move Transactions
k
e
k
s Transactions
a e> Move
n
(N) WIP > Move Transactions
L
c
li rework.
ya ljob
8. Select your non-standard
for
n
e
a
abregion, choose Complete.
ait fetype
9. In the Transaction
r
h
Call available
s quantities at the Queue step for operation 10. Move those assemblies to
10. Move
n
a
a
n
r
-t step of operation 10.
shthe oTonMove
i
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K
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11. Save your work.
n
se
a
u
to window
am
k
e
Completions using the Completion
Transactions
k
a ens
L
Your standard job used components
a e licwith several different supply types. In this task you will
y
n
review the quantities
issued
ta rabtolyour job, before and after completion.
i
a
You have more
efor completing work orders when using the Completions Transactions
f
Ch options
s
windowasuch asa
changing
the completion subinventory. You can also add applicable revisions
n
n
r
h
t
or
locator
information.
s
Kri non
1.
2.
3.
4.
Navigate to the Discrete Jobs window and search for you standard job for XX-PC.
Choose Components to access the Material Requirements window.
Select the Quantities tabbed region.
How many of the boxes have been issued?
Nothing at this time. This item has a supply type of assembly pull, components are
issued when you complete assemblies into inventory.
Navigate to the Completion Transactions window.
(N) WIP > Material Transactions > Completion Transactions

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5.
Select your standard job and use Transaction Type of WIP Completion.
You will notice in the Quantities region, the initial quantity of this job appears in the Job
Quantity field, and the amount you can complete in the Available to Complete field.
Choose Continue to display the WIP Completion entry window.
7.
Your completion subinventory XXFGI should display in the Subinventory field. If not, select
this value. Also select the available quantity to complete in the Quantity field.
Choose Done to save your work.
8.

9.
Now navigate back to the Discrete Jobs window and search for you standard job for XX-PC.
10. Choose Components to access the Material Requirements window, and select the
Quantities tabbed region.
How many of the boxes have been issued?
The amount issued is the amount you completed for your assembly. The boxes were
issued after you completed assemblies into inventory because the supply type is
assembly pull.
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Lesson 8 - Work in Process Cost Transactions
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There are
no
fe and Demonstrations in this Lesson
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Lesson 9 - Special Topics for Work in Process
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Practice - Closing Discrete Jobs
Overview
Once your jobs are complete, cost accounting reviews the charges and potential variances on
the job. If production or inventory charges are missing, cost accounting can still charge time and
materials to the job at the Complete status. Once all time and materials have been charged to
the job, the status should be changed to Complete - No charges. This indicates that all charges
have been made and reconciled, and costs are ready to be posted to the general ledger. This
status does not allow any other charges to the job.
When you close jobs, you can use either the concurrent request or Close Discrete Jobs window.
The concurrent request is typically run on a periodically basis such as daily, weekly, monthly, or
quarterly. This concurrent request searches for all job records with a status of Complete - No
charges and any other criteria selected.
Jobs are closed and material and resource variances are generated and posted to the general
ledger. In this practice you will review your job statuses, change the status, and close the job.
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Students log into Oracle with User Name mfg and Password
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t your instructor
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t
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might have a different User Name and Password for
you
to
use.
ha Stud
c

k
(l suchthasisinitials or something easy to
i
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Students replace XX with a unique identifier,

ne use
remember.
a
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am practices.
You have completed allkprevious

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y
Tasks
n
ta rabl
i
a
h jobsfrecords
e
Closing discrete
C
n
a
a of your non-standard job for rework by navigating to the Discrete Jobs
1. hCheck
n the
trstatus
s window.
i
n
r
K
no
Assumptions
2.
3.
4.
5.
6.
7.
8.
9.
What is the status? Do you know why?

Change the status to Complete - No Charges.
Remaining in the Discrete Jobs window, find your standard job for assembly XX-PC and
check the status of the job.
Change the status to Complete - No Charges.
Close all windows.
Navigate to the to the Close Discrete Jobs window.
In the Find Discrete Jobs window, enter your two job numbers in the Job field range, and
choose Find.
Your records display on the Close Discrete Jobs Summary window.
Select one of your job records, and in the Tools menu, choose Close 1 to display the Close
Discrete Jobs Request dialog window.
You have three choices for report types, or the choice to have no report. Select one of the
output types, and choose OK.

Summary lists each job and includes job header, period-to-date summary, and
cumulative-to-date summary information.
Detail using actual completion quantity lists each job using the actual completion
quantity of the job to calculate the material usage variance.
Detail using planned start quantity lists each job using the planned start quantity of
the job to calculate the material usage variance.
Your request is submitted to perform the close process. The job status will automatically
change to Pending Close, while the system verifies that there are no outstanding
transactions remaining to post to this job. If there are none, the next time you query this
job, it will have a status of Closed. If there are remaining transactions that have not
posted, the job status will be Failed Close and you will have to wait until these
transactions have posted before attempting to close the job again.
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Solution Closing Discrete Jobs
Closing discrete job records

1. Check the status of your non-standard job for rework by navigating to the Discrete Jobs
window.
The non-standard job should have a status of Complete. If the entire job quantity has
been satisfied, the status is changed to Complete automatically.
2. Change the status to Complete - No Charges.
3. Remaining in the Discrete Jobs window, find your standard job for assembly XX-PC and
check the status of the job.
The standard job did not change the status automatically to Complete because there is a
quantity scrapped, and the entire job quantity was not completed.
4. Change the status to Complete - No Charges.
6. Navigate to the to the Close Discrete Jobs window.
WIP > Discrete > Close Jobs (Form)
7. In the Find Discrete Jobs window, enter your two job numbers in the Job field range, and
choose Find.
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Your
n display on the Close Discrete Jobs Summary window.
a records
a
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8. Select one of your job records, and in the Tools menu,
chchooseStClose
k
l
Discrete Jobs Request dialog window.
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9.
You have three choices for report types, or the choice to have no report. Select one of the
output types, and choose OK.
Summary lists each job and includes job header, period-to-date summary, and
cumulative-to-date summary information.
Detail using actual completion quantity lists each job using the actual completion
quantity of the job to calculate the material usage variance.

Detail using planned start quantity lists each job using the planned start quantity of
the job to calculate the material usage variance.
Your request is submitted to perform the close process. The job status will automatically
change to Pending Close, while the system verifies that there are no outstanding
transactions remaining to post to this job. If there are none, the next time you query this
job, it will have a status of Closed. If there are remaining transactions that have not
posted, the job status will be Failed Close and you will have to wait until these
transactions have posted before attempting to close the job again.
s
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Lesson 10 - Appendix - Manufacturing Execution System (MES)

Workstation
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Practices
and Demonstrations in this Lesson
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Lesson 11 - Appendix - Repetitive Scheduling
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Practice - Defining a Repetitive Schedule
Overview
You will define repetitive schedules to build an assembly repetitively on a production line.
Repetitive schedules are used to schedule production, resources, and material requirements,
and to collect the costs of manufacturing a repetitive assembly on a production line.
You will also specify the line, the assembly you are building, daily quantity, processing days, or
the total quantity, as well as a date around which to schedule. In this practice, you will:
Define and enable one production line.

Associate lines and assemblies to the production line.
Define a repetitive schedule.
Assumptions
s
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t

u
ato@remember.
y
G
n
t
XX is your unique identifier, such as initials or something

easy
ta den
i
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ch Stu
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i ( this
n
Tasks
e
n
se
a
u
Defining a production line
am e to
k
k
s a production line. A production line describes a
acannotedelete)
You will define and update (but
n
L
c
unique set of operations,
li and/or manufacturing cells that produce one or more of
nyadepartments,
e
l
your products. ita
ab Lines window.
athe Production
r
h
e
1. Navigate
to
f
s
n
aC
a
n
2. hEnter
information
for the following fields as shown in this table. Use default information for
r
t
s the other
i
n
r
fields.
K
no
Field Name
Value
Name
LINE2
Description
LINE2
Exception Set
Standard
ATP Rule
ATP Total
Minimum Hourly Rates
12
Maximum Hourly Rates
20
Start Time (Production Line)
08:00:00
Stop Time (Production Line)
16:00:00
Lead Time Basis
Routing-Based


Associating Lines and Assemblies

You can associate production lines with repetitive assemblies, discrete jobs, and workorderless
completions. You will now associate the production line with an assembly that you had created.
1. Navigate to the Repetitive Line/Assembly Associations window. When the Repetitive
Line/Assembly Associations Summary window appears, choose New.
2. Query for LINE2 in the Line field.
3. In the Assembly field, search the list of values for the assembly XX-PC.
the other fields.
Field Name
Value
Subinventory
FGI
Supply Type
Push
Class
Defaults to Repetitive
Priority
s
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t
Hourly Production Rate
20
a@ t Gu
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ta den
i
a
ch Stu
Defining a repetitive schedule

k
l
s
( thirepetitively
iassemblies
n
You will now define a repetitive schedule to build
on a production line.
e
e
nyou areubuilding,
s daily quantity, processing days,
You will also specify the line, the assembly
a
to to schedule.
amarounde which
and/or total quantity, as well as a k
date
k
s
aSchedules
n
1. Navigate to the Repetitive
window.
L
e
c
li that you had defined and the repetitive Assembly.
ya Line
2. Query for the production
number
n
e
l
a
ait ferab
Line =
LINE2
h
C n= XX-PC
s
a
Assembly
a
n
r
-t
shEnteroinformation
3.
for the following fields as shown in the table.
i
n
r
K
n
Field Name
Value
Status
Unreleased
Daily Quantity
20
Days
Total Quantity
Defaults to 40

Solution Defining and Releasing a Repetitive Schedule
Defining a production line

Responsibility = WIP, Vision Operations
1. Navigate to the Production Lines window.
(N) WIP > Setup > Production Lines
2. Enter information for the following fields as shown in this table.
Field Name
Value
Name
LINE2
Description
LINE2
Exception Set
Standard
ATP Rule
ATP Total
s
) ha
m
o
c
Minimum Hourly Rates

12
cs ide
t
Maximum Hourly Rates
20
a@ t Gu
y
n
ta den
Start Time (Production Line) 08:00:00
i
a
ch Stu
Stop Time (Production Line) 16:00:00

k
l
i ( this
n
Lead Time Basis
Routing-Based
e
n
se
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non

(M) File > Save.

(M) File > Close Form.
Associating Lines and Assemblies
1. Navigate to the Repetitive Line/Assembly Associations window. When the Repetitive
Line/Assembly Associations Summary window appears, choose New.
(N) WIP > Repetitive > Repetitive Line/Assembly Associations
2. Query for LINE2 in the Line field.
3. In the Assembly field, search the list of values for the assembly XX-PC.
the other fields.
Field Name
Value
s
) ha
om
c
Supply Type
Push
cs ide
t
a@ t Gu
Class
Defaults to Repetitive
y
n
ta den
i
Priority
1
a
ch Stu
k
Hourly Production Rate
20
l
i ( this
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n
se
a
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k
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non
Subinventory
FGI

(M) File > Save.

Defining a repetitive schedule
1. Navigate to the Repetitive Schedules window. When the Repetitive Schedules window
appears, choose New.
(N) WIP > Repetitive > Repetitive Schedules
2. Query for the production Line number that you had defined and the repetitive Assembly in
the Repetitive Schedules window.
Line = LINE2
Assembly = XX-PC
3. Enter information for the following fields as shown in the table.
s
) ha
m
o
c
Status
Unreleased
cs ide
t
Daily Quantity
20
a@ t Gu
y
n
ta den
Days
2
i
a
tu and
chDaily Quantity
S
Total Quantity
40 (calculates with
the
k
l
i ( this
Days)
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se
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Field Name
Value

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athe window.
n
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e
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(M) File > Save.ny
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it
a
(M) Fileh>aClose Form
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Practice - Performing a Move Transaction on a Schedule
Overview
The Move Transactions window enables you to record movement between or within operation
on the routing of a job or repetitve schedule. Move transactions can optionally charge
resources, either automatically or manually. You can also view status information that you have
assigned to an intraoperation step.
You can perform move transactions for discrete jobs and repetitive schedules with routings. In
this practice, you will:
Release a repetitive schedule
Perform move transaction on the repetitive schedule
Assumptions
s
) ha
om
c
cs ide
t
u
ato@remember.
y
G
XX is your unique identifier, such as initials or something

easy
n
t
ta den
i
a

ch Stu
k
l
i ( this
Tasks
n
e
n
se
a
u
Releasing a repetitive schedule am
to
k
e
k
s to production before transacting against it.
a eschedule
You will first release a singleLrepetitive
n
c
Releasing a repetitive schedule
ya lewithli a routing automatically loads the total number of
nfor
a
assemblies to beitbuilt
thebrepetitive schedule into the Queue intraoperation step of the first
a Receipt resource requirements exist at the first operation,
aMoveforerPO
operation. If h
PO
C
s
purchase
n are automatically generated for these resources.
a requisitions
a
n
r
h
t
s on-to the Repetitive Schedules window.
Kri1.2. Navigate
n for the repetitive schedule that you had created.
Query
Line = LINE2
3. Update the selected schedules status to Released.
Status = Released
Performing a move transaction on the repetitive schedule
You will now move assemblies within an operation (for example, from Queue to Run) or from
one operation to the next.
2. Query for the line LINE2 that you had created.

Field Name
Value
Assembly
XX-PC
From Operations Seq
10
Step
Queue
To Operations Seq
20
Step
Run
Quantity
50
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Solution Performing a Move Transaction on a Schedule
Releasing a repetitive schedule

1. Navigate to the Repetitive Schedules window. The Repetitive Schedules Summary window
appears.
(N) WIP > Repetitive > Repetitive Schedules
2. Query for the repetitive schedule that you had created.
Line = LINE2
3. Update the selected schedules status to Released.
Status = Released
s
) ha
om
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(M) File > Save.
Performing a move transaction on the repetitive schedule
2. Query for the line LINE2 that you had created.

Field Name
Value
Assembly
XX-PC
From Operations Seq
10
Step
Queue
To Operations Seq
20
Step
Run
Quantity
50
s
) ha
om
c
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(M) File > Save.

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R12x Oracle Work in Process Fundamentals - D59820GC10 - D64752 - AG

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Lesson 11 - Appendix - Repetitive Scheduling ...............................................................................................1-130

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Before You Begin This Course

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There are no prerequisites for this course.

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R12.x Oracle Work in Process Fundamentals Supplemental Student Practices

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R12.x Oracle Work in Process Fundamentals Supplemental Student Practices