Planning BOMS or Product Families: That is the Question?

Jerry Edwards

Business Purpose:

• Planning BOMS and Product Families are used to generate end item forecasts based on a forecast for a non-physical parent item.

• The parent item represents an aggregate demand to allocate across component (planning bill) or members (product family)

Differences between Planning BOMS and Product Families:

• Item Definition: – Planning BOM Parent Item: Define in Master

Items form– Product Family Item: Define in Flow

Manufacturing / Products and Parts / Product family form (or in Master items form but enable required attributes) Product family items generate a new category value in the seeded Product Family category set. Use this value in report selection

Differences between Planning BOMS and Product Families:

– End Item Assignment: • Planning BOM: an item can be used on more

than one planning BOM

• Product Family: an item can report to only one product family parent

Differences between Planning BOMS and Product Families:

– Consumption: • Planning BOM: sales order for exploded

component item consumes component item forecast ONLY. Parent forecast quantity is unchanged

• Product Family: sales order for exploded member consumes both end item and parent item forecast

Differences between Planning BOMS and Product Families

– Nesting: • Planning BOM: Planning items can be

nested any number of times:• Product Families: Single level only

– Bill Maintenance• Planning BOM: Bill of Material form• Product Family: Product Family Member

form

Differences between Planning BOMS and Product Families

– Parent item forecast quantity maintenance• Planning BOM forecast quantity changes

–Maintain manually: Sales orders DO NOT consume

Differences between Planning BOMS and Product Families

• Parent item forecast quantity maintenance• Product Family forecasts

–Consumption occurs automatically via Planning Manager concurrent process based on consumption window defined for the forecast set

• Compare Planning Bill with Product Family: Planning BOM

• Product Family item: Master Item Form

• Enter Product Family Members: Flow MFG form

Products and Parts / Product Family Members

• Enter Product member allocation percentages: Note: Planning %: Enter whole numbers

• Repeat for each item in the product family• The entry below means .9% or .09 X Parent item

forecast quantity

• Enter Forecast Set and Forecast

• Enter Forecast

• Content

• Forecast copy/merge:

Note: Recommend different destination forecast

• Review Exploded forecast results

• Forecast Result

• Enter and Book Sales order for member item

• Check Forecast Consumption

After planning manager executes

• Select (B) Forecast items

• Select (B) Detail: Select (B) Consumptions

• Sales order consumed product family member forecast: Repeat Process for Product Family item

• Product Family item forecast: Duplicate row resolved by exploding forecast to a different destination forecast

When to use Planning Bills or Product Families

– Nesting Required: Use Planning Bill

– End item must be forecasted via multiple parent forecast items: Use Planning Bill

– End items will be used with one parent: Use Product Family

– Automated Planning item forecast consumption: Use Product Family

Updating Product Family Percentages

• Query Shipments in Order Organizer• Select Appropriate Order Types• Export Data to Excel via File/Export• Filter data• Sort by Ordered item• Sum Totals • Calculate Percentages• Update Product Family member percentages in

the Product family members form

Product Family Setup TasksEnter product family category structure (like system items)

Product Family Setup Tasks• Profile: Enter values for INV: Product Family

Enter at Site and Flow MFG application level

• Enter Organization Access if using: Note application is Oracle Bills of Material

Product Family Setup Tasks• Review Product Family Template: Flow MFG

Implementation Manual: p. 73, 2-21

Product Family Setup Tasks

Product Family Setup Tasks:

• Sample Forecast Maintenance Process: Resulting MDS file used in MPS

References: • Oracle Flow Manufacturing Implementation

Guide• Oracle Flow Manufacturing User Guide• Oracle Bills of Material User Guide • METALINK Note: 200797.1: Plan by Product

Family Assembly or Model: Last revised 16 April 2004.

• Contact Information– Jerry Edwards– jkedwards2002@hotmail.com– 650-799-6699 (Cell)