Oracle Bills of Material User's Guide - Oracle Documentation

370 Pages·2002·1.12 MB·English

(cid:1)
Oracle Bills of
Material User’s
Guide
RELEASE 11i
June 2002
Part No. A75087–04
(cid:1)
Oracle Bills of Material User’s Guide Release 11i
The part number for this book is A75087–04.
Copyright (cid:2) 1996, 2002, Oracle Corporation. All rights reserved.
Primary Authors: Tyra Crockett
Major Contributors: Kurt Thompson, Tony Gaughan, Amy Sonczalla
Contributors: Sachin Patel, Girish Divate, Rahul Chitko, Vikram Basappa, Julie Maeyama, Mani
Govindaraju, Bastin Gerald, Valerie Dubois, Usha Arora
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Contents
Preface Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Audience for This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
How To Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . iv
Other Information Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Online Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Related User’s Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Guides Related to All Products . . . . . . . . . . . . . . . . . . . . . . . . . vi
User Guides Related to This Product . . . . . . . . . . . . . . . . . . . . vi
Installation and System Administration . . . . . . . . . . . . . . . . . viii
Other Implementation Documentation . . . . . . . . . . . . . . . . . . x
Training and Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
About Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Your Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Chapter 1 Setting Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–1
Overview of Setting Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2
Related Product Setup Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2
Setup Flowchart and Checklist . . . . . . . . . . . . . . . . . . . . . . . . . 1–4
Setup Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7
Defining Bills of Material Parameters . . . . . . . . . . . . . . . . . . . 1–13
Creating Alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–15
Creating Custom Deletion Constraints . . . . . . . . . . . . . . . . . . 1–16
Creating a Department Class . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–18
Defining a Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–19
Contents iii
Assigning Resources to a Department . . . . . . . . . . . . . . . . . . . 1–21
Defining a Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–24
Overview of Workday Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–31
Repeating Workday Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–31
Workday Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–31
Shifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–32
Organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–35
Creating a Workday Exception Template . . . . . . . . . . . . . . . . 1–35
Creating a Workday Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 1–37
Copying Calendar and Shift Information . . . . . . . . . . . . . . . . 1–40
Creating a Workday Pattern . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–41
Creating Shifts and Shift Times . . . . . . . . . . . . . . . . . . . . . . . . . 1–42
Assigning Workday or Shift Exceptions . . . . . . . . . . . . . . . . . 1–43
Reviewing the Workday Calendar . . . . . . . . . . . . . . . . . . . . . . 1–44
Building the Workday Calendar . . . . . . . . . . . . . . . . . . . . . . . . 1–45
Importing Bills and Routings . . . . . . . . . . . . . . . . . . . . . . . . . . 1–46
Bills of Material Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–47
Profile Option Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–47
Chapter 2 Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1
Overview of Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Bill of Material Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Phantoms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
Primary and Alternate Bills of Material . . . . . . . . . . . . . . . . . . 2–5
Item and Routing Revisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6
Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Access Control by Item Type . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9
Creating a Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Copying Bill and Routing Information . . . . . . . . . . . . . . . . . . 2–14
Referencing Common Bills and Routings . . . . . . . . . . . . . . . . 2–17
Common Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–17
Common Routings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–18
Assigning Descriptive Elements . . . . . . . . . . . . . . . . . . . . . . . . 2–19
Creating Reference Designators . . . . . . . . . . . . . . . . . . . . . . . . 2–20
Assigning Substitute Components . . . . . . . . . . . . . . . . . . . . . . 2–21
Defining Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–21
Defining Bill or Routing Operation Documents . . . . . . . . . . . 2–22
Attaching Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–22
Checking for Bill Loops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–23
Mass Changing Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–24
Viewing an Indented Bill of Material. . . . . . . . . . . . . . . . . . . . . . . . 2–29
iv Oracle Bills of Material User’s Guide
Comparing Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–32
Viewing Item Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–34
Bills of Material Field Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–36
Item and Operation Sequence Fields . . . . . . . . . . . . . . . . . . . . 2–36
Effective Date Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–37
Yield Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–39
Planning Percent Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–40
Enforce Integer Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 2–40
Extended Quantity Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–41
Supply Subinventory and Locator Fields . . . . . . . . . . . . . . . . 2–42
Mutually Exclusive and Optional Fields . . . . . . . . . . . . . . . . . 2–42
Check ATP (Available To Promise) Field . . . . . . . . . . . . . . . . . 2–43
Minimum and Maximum Quantity Fields . . . . . . . . . . . . . . . 2–43
Basis Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–43
Shipping Details Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–44
Bill / Component Validation Rules . . . . . . . . . . . . . . . . . . . . . . . . . 2–46
Creating a Product Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–49
Assigning Product Family Members . . . . . . . . . . . . . . . . . . . . 2–50
Setting Planning Percentages for Product Family Members 2–51
Chapter 3 Routings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1
Overview of Routings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Primary and Alternate Routings . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Dynamic Routings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–4
Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Creating a Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–10
Switching Between Primary and Alternate Routings . . . . . . 3–14
Assigning a Completion Subinventory and Locator . . . . . . . 3–16
Creating a Routing Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–16
Assigning Operation Resources . . . . . . . . . . . . . . . . . . . . . . . . 3–18
Rolling Up Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–21
Creating a Standard Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–22
Viewing Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–25
Routings Field Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–27
Completion Subinventory and Locator Fields . . . . . . . . . . . . 3–27
Count Point and Autocharge Fields . . . . . . . . . . . . . . . . . . . . . 3–27
Schedule Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–30
Charge Type Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–30
Contents v
Chapter 4 Deleting Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–1
Deleting Items, Bills, Routings, Components, and Operations . . 4–2
Deleting Components and Operations . . . . . . . . . . . . . . . . . . 4–6
Deletion Constraints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–8
Chapter 5 Configure to Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–1
Overview of Configure To Order . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–2
Information Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–2
Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–3
BOM Support for CTO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–4
Overview of Model and Option Class Bills of Material . . . . . . . . 5–5
Configure to Order Environments . . . . . . . . . . . . . . . . . . . . . . 5–8
Model Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–8
Option Class Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . 5–10
Multi–Level Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–11
Multi–Organization Bills of Material . . . . . . . . . . . . . . . . . . . . 5–12
Standard Bills of Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–12
Option Quantity Ranges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–13
Basis Option Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–14
ATP Check Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–15
Multi–Organization Bills of Material Setup . . . . . . . . . . . . . . 5–17
Dependent Routing Steps for Discrete Manufacturing . . . . . 5–18
Option Dependent Events for Flow Manufacturing . . . . . . . 5–20
Operation Sequence Inheritance . . . . . . . . . . . . . . . . . . . . . . . . 5–20
Cataloging Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–21
AutoCreate Configuration Items . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–24
Steps Taken to AutoCreate Configuration Items . . . . . . . . . . 5–24
Batch Versus Online Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–25
Program Parameters Definition . . . . . . . . . . . . . . . . . . . . . . . . 5–25
Release Date Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–25
Lead Time Calculation Option . . . . . . . . . . . . . . . . . . . . . . . . . 5–26
Item Numbering Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–27
Match and Reserve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–29
Match and Reserve for Multi–Level Configurations . . . . . . . 5–30
Weight and Volume Calculation . . . . . . . . . . . . . . . . . . . . . . . . 5–30
Resulting Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–32
Single Level Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–32
Multi–Level Bill of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–33
Resulting Routings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–34
Cost Rollup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–36
Preconfiguring Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–36
vi Oracle Bills of Material User’s Guide
Configuration Item Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–37
Deactivating Configuration Items . . . . . . . . . . . . . . . . . . . . . . . . . . 5–41
Chapter 6 Manufacturing Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–1
Overview of Manufacturing Scheduling . . . . . . . . . . . . . . . . . . . . 6–2
Oracle Manufacturing Products and Scheduling . . . . . . . . . . 6–2
Detailed Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–3
Repetitive Line Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–4
Dynamic Lead Time Offsetting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–5
Uses of Dynamic Lead Time Offsetting . . . . . . . . . . . . . . . . . . 6–5
Required Lead Time Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–7
Lead Time Offsetting Computations . . . . . . . . . . . . . . . . . . . . . . . . 6–8
Chapter 7 Manufacturing Lead Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–1
Overview of Lead Time Management . . . . . . . . . . . . . . . . . . . . . . . 7–2
Computed vs. Assigned Lead Times . . . . . . . . . . . . . . . . . . . . 7–2
Item Lead Time Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–3
Manufacturing Lead Time Computations . . . . . . . . . . . . . . . . 7–6
Lead Time Lot Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–6
Routings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–6
Lead Time Percent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–7
Offset Percent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–7
Fixed and Variable Lead Times . . . . . . . . . . . . . . . . . . . . . . . . . 7–7
Processing Lead Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–11
Offset Computations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–12
Cumulative Lead Time Computations . . . . . . . . . . . . . . . . . . . 7–14
Calculating Lead Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–17
Rolling Up Cumulative Lead Times . . . . . . . . . . . . . . . . . . . . . 7–18
Chapter 8 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–1
Bill of Material Comparison Report. . . . . . . . . . . . . . . . . . . . . . . . . 8–2
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–2
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–2
Bill of Material Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–3
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–3
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–3
Bill of Material Loop Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–5
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–5
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–5
Contents vii
Bill of Material Structure Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–7
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–7
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–7
Bills of Material Parameters Report . . . . . . . . . . . . . . . . . . . . . . . . . 8–11
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–11
Consolidated Bill of Material Report . . . . . . . . . . . . . . . . . . . . . . . . 8–12
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–12
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–12
Delete Items Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–15
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–15
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–15
Department Classes Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–17
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–17
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–17
Department Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–18
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–18
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–18
Item Where Used Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–19
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–19
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–19
Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–22
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–22
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–22
Resource Where Used Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–23
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–23
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–23
Routing Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–24
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–24
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–24
Standard Operation Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–27
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–27
Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–27
Workday Exception Sets Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–28
Report Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–28
Oracle Configurator Concurrent Programs . . . . . . . . . . . . . . . . . . 8–29
Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–29
Appendix A Oracle Bills of Material Windows and Navigator Paths . . . . . . A–1
Bills of Material Windows and Navigator Paths . . . . . . . . . . . . . . A–2
viii Oracle Bills of Material User’s Guide
Appendix B Oracle Bills of Material Special Menu . . . . . . . . . . . . . . . . . . . . . B–1
Bills of Material Tools menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B–2
Character Mode Forms and Corresponding GUI Windows . . . . B–3
Index
Glossary
Contents ix
x Oracle Bills of Material User’s Guide