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8/9/2019 R12 Upgrade Features SCM
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Upgrade to R12 Now –
Manufacturing andOrder Management
Presented by:
Bob Bullman, BizTech
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Upgrade to R12 Now – OAUG eLearning
Sessions
Presentation Date Presenter Company
Upgrade to R12 Now – A
Financials OverviewJul 19, 2012 Lee Briggs
Upgrade to R12 Now – A
Deep Dive into General
Ledger
Jul 26, 2012 Mohan Iyer
Upgrade to R12 Now – The
International and Multi-
National Arena
Aug 2, 2012
Marsha
Edgell/Thomas
Simkiss
Upgrade to R12 Now –
Improvements in Cost
Management
Aug 9, 2012 Douglas Volz
Upgrade to R12 Now –
Manufacturing and OrderProcessing Aug 15, 2012 Bob Bullman
Upgrade to R12 Now –
Realizing Enterprise Value
with Projects R12
Aug 23, 2012 Mike Lennon
Upgrade to R12 Now –
Round Table DiscussionAug 30, 2012 Thomas Simkiss
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Bob Bullman
Oracle Applications Practice DirectorProfessional Summary:
– Professional Supply Chain Consultant (15+ years implementing Oracle Applications)
– Held multiple management positions at Oracle within the Application’s group
– Advanced Planning and Distribution optimization expert
– R12 Solution Architect ( Manufacturing, Order Management, and Service )
– Techno-Functional consultant
Qualification Summary:
– APICS Certified at the Fellow level
– Prior certification in Oracle Manufacturing and Supply Chain modules – Bachelors Degree in Finance
Project Experience:
– Full suite R12 Financials, Order Management, and Manufacturing, including VAT taxation
– Implemented many other R12 and 11i installs, as well as prior version of Oracle including CRM (E-Bus only)
– Presented at many different types user groups and professional organizations (APICS, OAUG)
– Designed and coded many extensions to the E-Business suite, as well as performed numerous data
conversions.
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Objective
• Emphasize the changes in R12 that are improvements /
advancements from prior 11i versions based on my experiences.
• Discuss the benefit or business requirement that can be satisfied.
– Manufacturing modules (BOM, WIP, INV, PO/MRP)
– Order Management
– Service Contracts and Installed Base
– PIM (Product Information Management
Data Hub)
–
Quality Module – New reporting tools available
– Module trivia
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Why upgrade now?
• Why Not?
• More features and
functions
• Much Improvedreporting capability
• Improved Tech Stack
•Tables remain the same
• OPM using more
common functions
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Services Order Management
Purchasing
Inventory
WIP
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Checked each version for this one.
6
RM
WIP FG
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Balance Sheet by FG Product type
• Needed separate finished goods accounts so
balance sheet has values in different accounts
– Modems – Detergents
– Antennas – Household cleaners – Routers – Candles
• Also received items might be finished goods
– Distributors
– Spare Parts
No more logical sub inventories for account numbers!
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Modules with very little change
• Engineering (same approvals)
• Capacity
• Work-In-Process
• PO Receiving
• Bills and Routings
“Makes upgrading easier”
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BizTech Vision Instance
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Bill of Material
•Fixed component usage support
• Inverse component usage
• Update Material Control in Common Bills
(caused not using common bills)• Phantom Labor can be included in cost rollup!
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Lot basis just like in Routings
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Quantity per of 1 (lot)
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Always wanted to define on a BOM that they
just need one or two with each Discrete Job.
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Some Examples of Use
•Tooling
• Track pallets
• Setup kit, drawing
Inverse component usage
– .002 or 500
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500 per Box
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Update Material Control in
Common Bills• While retaining a common BOM relationship, users can update the
following attributes at the org level:
– Operation Sequence
– WIP Supply Type
– Sub-Inventory
– Locator – Include in cost roll-up
• Benefits:
Facilitates standardization by deploying common bills while enabling
typical organization overrides
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Common BOM process is the same
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Locks all but the new fields
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Material Control different in E1
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Phantom Labor included in cost rollup option
•Phantoms have many uses
• One is to define parts being made and the
labor time, but no need to transact them
• Problem was the labor did not rollup
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Work In Process
•Component Usage EnhancementsReport Fixed Component Usage
• Scheduling Workbench New Features
Print Gantt Charts
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Making 100, but need
2 boxes for each Job
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Inventory
•
Material Status – Used for Lot control before QA Approval is
complete you can not reserve a lot.
• Defining Picking Rules
– Used to only be one for shipping and Discrete Job
picking.
– Now you can have many!
• OPM Inventory Convergence
– Uses common inventory (lot status and more)
– Shipping and reserving
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• Material Status control restricts the movement and usage of
portions of on-hand inventory.• Using material status control enables you to control whether
you can pick or ship an internal order or sales order, or issue
material for a work order. You can also specify whether
material needs to be quarantined until you inspect it.• In addition, you can determine whether products with a
particular status can be reserved, included in available to
promise calculations, or netted in production planning.
•You assign material statuses at four levels: subinventory,locator, lot, and serial.
• Used to have a creative way of doing this one (first locator had
security turned on) RW- I-1-A-1 move to RW A-1-1FDA
approved 26
Material Status
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Here is one example
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Examples
•
Control transactions without having to move inventory to anon-reserve-able sub-inventory.
• Hold lots until they are approved or expired
• QC must approved or test before production can use the
material (or ship it).
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•
You can create picking rules that enable you to sort picksbased on criteria that you define for sales orders, process
manufacturing batches, or work in process jobs.
• Oracle Inventory reviews the picking criteria order and the
options for each criterion.
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Enhanced Picking Rules
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There was only one rule shared w/Shipping
and WIP in 11i
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Serial / Lot Genealogy and Tracking Always Know the Source and Placement of Each Part
Boards R’ Us
Denver, CO
Acme Chip
Fab 12
E. Storage
Austin, TX
SKD Co.
S. KoreaNippon Fab
Japan
IrelandManufactur ing
Partner
C o m p
o s i t i o n
W h e r e
U s e d
Suppl iers
• Trace a customer shipment back to the original source
• Trace a lot or individually serialized product through supply base
Server
(S.No. 512)
Disk B
(S.No. 339)Disk A
(S.No. 676)
Disk Array
(S.No. 892)Memory
(Lot No. 115)CPU
(S.No. 232)
Storage
(S.No. 929)PCI Board
(S.No. 717)
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Purchasing/MRP
• Auto-Approval Tolerances for Change Orders
• This one is long overdue, still creates new revision.
• Changing dates when not using iSupplier can be very time
consuming and most often didn’t require approval.
• Buyer Work Center
• HTML PO Summary and change without so many levels.• Easier user interface with all a buyer needs in one html form –
Auto-create PO, create and query PO’s and blankets
• Rescheduling of PO from ASCP ******
– Works well for Planner/Buyer role (i.e. the planner for an item is the
buyer too)
– Could always do this with unreleased Discrete Jobs.
• BI/XML Publisher used for PO layout.
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WithinTolerances?
ChangePO
Bypass Approval
Routefor
Approval
Tolerances
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HTML Maintenance
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Single level change, just click on tab
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Order Management
• Adaptable User Interface
• Item Order-ability
• Enhanced Inventory Reservations(Reservations against WIP and Purchasing)
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Adaptable User Interface
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Quick Organizer Configurability
•
Study order entry flow and streamline (Masschange was missing and more in the past)
• Map to improve user experience
–
Many other tools are available – Defaulting rules
– Forms personalization
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Item Order-ability
• Businesses need to be able to order specific products depending on specific
customers. Instead of being able to view and select all items for all customers inthe sales orders window, you can now restrict the item list based on customer and
other related criteria.
• If the value of the profile option OM: Use Materialized View for Items LOV
(Honours Item Orderability Rules) is set to No, then the Ordered Items LOV lists all
the items of the item validation organization of the current operating unit. Thisdoesn't consider the defined item orderability rules, however if there is a defined
rule that prevents the item from being ordered, then an error message is displayed
during the saving of the order. You will not be able to save the order.
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Item Order-ability
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Link Item and Customer Category
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Reservations Improvements
•
Reserve inbound supply including PO’s • New screen for improved manual allocations
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Improved Reservation Screen
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New Tools option
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Default Qty. makes selecting easy.
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Enter and book Sales Order
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Progress the line and a Discrete Job will be created.
View the Job number by going to the following action results
screen.
Reserving Discrete Jobs
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Here are the reservations that you can view.
Reservation is to Discrete Job until the product is
reported as made.
Did a WIP Move complete transaction and the inventory
is now reserved.
Reservation changes to be linked to inventory after the product is made,
but the tables still track the original discrete job link. Here is the shipped
order status after the shipping process is completed.
Linking Sales Order lines to Discrete Jobs
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Service Contracts
• Improved Approvals
– AME and Portal Approval
– Renewals can skip approval
• Launchpad Improved, well as HTML available (New Search
and Inquiry using HTML)• Enhanced Installed Base Integration
– Easy add screen Forms or HTML
– Easy select of current records
• New Search and Inquiry using HTML
• Deferred Revenue options available
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Launchpad is still nice, IB improved
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Installed Base records show below
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Q i k dd f I t ll d B d
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Quick add of Installed Base records
from Contract
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F Si i / A l d
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For Signing / Approval use respond
for portal access
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Portal Approval
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Installed-Base
•
Entirely new HTML userinterface...dramatically improved functionality
“11.5.10 to be virtually unusable in it’s former state”
•
Increased integration across Service Contracts,OM and Field Service allowing easy instance
creation, update and transfer
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PIM Functionality (Introduction only)
•
Product Information ManagementData Hub
• PIM Functionality can satisfy the following:
–
Upload new Items – Assign new Items to categories
– Assign new Items to orgs
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Sample
•
Scenario: Need to setup 10+ new items – Create Master Items in Master Org (V1)
– Assign Items to Inventory Org (M1)
–
Update Category Assignments for all Items (in M1org)
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Excel import options
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Excel import template w/data
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Upload Parameters
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Upload Parameters
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Conc. Request & Log File w/results
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‘View Log’ & Query Item Master
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Manual Item Creation
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Inventory Setup Functions
• Can perform the following functions in PIM, same as
in Inventory responsibility
– Define item templates
– Define item catalog categories
– Define item attachment categories
– Define item statuses
– Define cross-reference types
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l d l
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Quality Module
•
Sample Plans• Skip Plans
• HTML entry (single and multiple line entry)
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S ifi i
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Specifications
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Item: 2601
Item Name: Automotive Pinion
Process Procedure
Pinion stock is cut with spines and the shaft is turned to
specifications to fit sleeve.
Characteristics
Shaft Diameter
Spine Cut DepthShaft Cut Length
UOM
Inches
InchesInches
Target Value
3.14
0.622.5
Lower
Spec.
Limit
3.135
0.595
22.494
Upper
Spec.
Limit
3.145
0.605
22.505
Data Collection Options
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ata Co ect o Opt o s
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Directly
Transactions
Collection
Import
Quality Data
Repository
Query, Report, and Export Data
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Q y, p , p
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Quality Data
Repository
Query
Reports
Export
Ski l t l
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Skip lot example
S l Pl E l
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Sample Plan Example
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S l Pl E l ti d
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Sample Plan Example continued…
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O l R t
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Oracle Reports
•
Seeded report discussion – Mainly RDF’s for Years
– Some C reports (MRP Outputs)
•
Spawned reports layouts- Receipt traveler - Pick Slip
- Statements - Packing Slip
•
PL/SQL Packages with delimiters• BI Publisher (better)
I t ll th l t
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Install the sample - steps
•
Create Concurrent Program• Create Data Definition
– Update XML
•
Create Template – Upload RTF
• Add to Request Group
• Test Report (PDF or Excel)
Process Overview
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Creating customized reports using XML Publisher can be divided into two phases:
Design Time and Runtime.
Design Time
1. Register the E-Business Suite report as a Data Definition in the Template Manager.
Create a Data Definition in the Template Manager for E-Business Suite reports that
you wish to customize using XML Publisher.
2. Design your template.
Your template files can be either in Rich Text Format (RTF) or Portable Document
Format (PDF).3. Register your Template in the Template Manager.
When you create the template in the Template Manager, you register and upload
your RTF or PDF template files. The Template must be assigned to the Data
Definition Code of the E-Business Suite report with which it will be merged.
Runtime
1. Set the concurrent program to generate XML.
2. Run the concurrent program using standard request submission.• If you are using the Submit Request form, the Layout field of the Upon
Completion region displays the currently selected template. To change the
template, template language, or output format select the Options button.
Here is what you get!
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Here is what you get!
•
Reports output right into Excel• Layout changes done using MS Word
• PL/SQL can be loaded from within the Apps
• Etc…
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Old Standard Reports
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What I didn’t cover
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What I didn t cover
•
Discrete Manufacturing with MES• ASCP
• OPM
• Additional improvements across the SupplyChain modules
• Edge products integration
• Configurator (very good in R12)• Etc…
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Why upgrade now?
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Why upgrade now?
• Why Not?
• More features and
functions
•Much Improvedreporting capability
• Improved Tech Stack
• Tables remain the same
• OPM using more
common functions
80
Services Order Management
Purchasing
Inventory
WIP
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Any Questions?
Bob BullmanDirector, Oracle Applications
Practice
mailto:[email protected]:[email protected]:[email protected]