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Slide 3 - Oracle Manufacturing Cloud Release 11
Slide notes
Hello, my name is Rashmi Ranjan. Welcome to the Release Training for the new Oracle Manufacturing Cloud Fusion Manufacturing product in Release 11.
In this session, we’ll introduce you to the new product capabilities for in-house discrete manufacturing execution.
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Slide 4 - Agenda
Slide notes
We’ll give an overview of the capabilities in Oracle Fusion Manufacturing to support in-house discrete manufacturing execution. This will be followed by
detailed explanations on how you can use the capabilities, and what business value they bring.
Then, we’ll walk you through a demonstration.
Next, we’ll explain what you need to consider before enabling these capabilities in your business, and what you need to know to set them up.
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Slide 5 - Oracle Fusion Manufacturing Enabling Efficient and Productive Manufacturing Operations
Slide notes
In-house discrete manufacturing refers to scenarios where all the operations required to manufacture products are processed within the four walls of a
factory as opposed to being outsourced to external suppliers. In this session, we will be discussing In-house Discrete Manufacturing Execution in the
context of the broader function of executing discrete production.
Now, let’s talk about the capabilities.
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Slide 6 - Oracle Fusion Manufacturing: In-house Discrete Manufacturing Execution Overview
Slide notes
To support In-house Discrete Manufacturing Execution, Fusion Manufacturing offers robust capabilities:
• It provides rich user experience through role based user interfaces designed and optimized for use on a tablet.
• It provides insight into plant, work area, work center level production performance and exceptions.
• Through an intuitive and easy to use dispatch list, operators can review work and execute work on the go.
• It allows Operators to print Work Order Travelers, Components List, and Product Labels that are required for executing their work.
• It minimizes user interactions by supporting simplified reporting of production tasks in just two clicks and also provides the ability to enter additional details
if required to complete a transaction.
• To comply with serialization enabled manufacturing, it provides the ability for users to report production transactions by specific product serial numbers.
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Slide 7 - Oracle Fusion Manufacturing: In-house Discrete Manufacturing Execution Overview
Slide notes
In addition, Fusion Manufacturing provides the ability to automatically or manually report material and resource usages. It allows users to capture additional
information required for reporting production transactions by using work execution-related descriptive flex fields. It supports companies to go lean with the
capability to report orderless production. It provides the ability to review work order-based or orderless production transactions history. With the provision of
pre-defined .xlsm templates, it allows users to import production transactions and, allows external systems to access the publicly available web services to
import material and operation transactions into Fusion Manufacturing.
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Slide 8 - Oracle Fusion Manufacturing: In-house Discrete Manufacturing Execution Overview
Slide notes
The diagram you see here describes the high level process flow, and the tasks that are relevant for in-house discrete manufacturing execution. All these
tasks are typically performed in a day in a life of a Production Operator with the exception of a few tasks represented in yellow boxes, such as importing
material transactions that are generally performed by a supervisory role.
Signing in to the application, the Production Operator is navigated to the work execution overview page which provides an opportunity to review operation
related information, and access tasks for discrete manufacturing execution.
We will be reviewing all these tasks in detail later, and also as a part of the demonstration.
So, let’s delve into the details of each of these tasks.
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Slide 9 - Work Execution Overview page
Slide notes
As you may know, the Overview page in the Work Execution Work Area serves as a landing page for shop floor personnel to review and report production
activities. It provides insight into plant, work area, and work center level production information in four different panels. In addition, it lists all the actions that
are available as work execution tasks based on the roles and privileges granted to the user. The information panels that are relevant for a Production
Operator are the Operations Performance panel and the Operation Exceptions panel. The Operations Performance panel in the Overview page displays the
count of work order operations with quantities scheduled to be completed during the specified shift, but have not been completed yet. It also displays the
count of operations with quantities scheduled to be completed during the specified shift that have been reported as completed. The specified shift could be
either the current shift, next shift, or the previous shift.
The other related panel is the Operation Exceptions panel which displays the count of work order operations that are past due representing the current
production backlog, It also displays counts of work order operations that have quantities in scrap status, and operations that have quantities in reject status.
Clicking on either of the graphs or numbers, users can drill down to the dispatch list to review the related Work Order Operations, and take appropriate
actions.
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Slide 10 - Review Dispatch List
Slide notes
Now, let’s talk about the dispatch list. As mentioned earlier, Fusion Manufacturing provides an intuitive and easy to use dispatch list that displays work order
operations, ordered in the sequence to be worked upon. It is generated based on the chosen work area and work centers, and lists quantities in different
dispatch statuses such as Ready, Scrap, Reject and Complete. It also displays optional operations.
Through a set of commonly-used search attributes, it allows users to search for specific operations and perform actions on them.
In addition, it provides several visual indicators to highlight records that are either past due, or require manual reporting of material and resource usages.
And for any given operation in the dispatch list, users can print work order traveler, product labels, and conditionally report operation, material and resource
transactions.
The Review Dispatch List page is accessed from the Overview page in the Work Execution Work Area.
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Slide 11 - Review Dispatch List
Slide notes
Specifically designed for shop floor personnel, the dispatch list allows users to report production transactions in just two clicks.
It also provides access to review and enter additional details that are required for completing a transaction. To execute serialization enabled manufacturing,
it enforces users to report production transactions by specific product serials that are pre-associated to work orders. In addition, it provides direct
navigations to report material and resource usages, and review work order details.
Now, let’s discuss the ways and means to report operation transactions.
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Slide 12 - Report Operation Transactions
Slide notes
Fusion Manufacturing provides several different ways to report progress at an operation. From the Dispatch List, it provides the ability to report progress
either through the Quick Complete action, or through the Complete with Details action. It enforces compliance with serialization enabled manufacturing
through the ability to report progress by specific serial numbers.
It also provides the ability to import operation transactions either through the pre-defined .xlsm template, or through the publicly available Operation
Transactions web service.
Based on the over-completion tolerance limits set at the Work Order, and Default Over-completion Tolerance Percentage plant parameter, it conditionally
allows users to over-complete assemblies at the first count point operation of a Work Order.
Operation transactions are interfaced to Fusion Cost Management through the Transfer Transactions from Production to Costing program.
Now, let’s discuss the Quick Complete and Complete with Details actions that are used for reporting operation transactions from the Dispatch List.
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Slide 13 - Report Operation Transactions – Quick Complete Action
Slide notes
The Quick Complete action simplifies production reporting by providing the ability to complete a transaction in just two clicks. It is conditionally enabled in
situations where all the required details are defaulted from the work order, and it is not required to enter any lot and/or serial numbers for the product, or any
backflush components to complete the transaction. It allows users to report one or more transactions like complete, and/or scrap, and/or reject with a single
user action. Similarly, for serialization enabled operations, it provides the ability to transact one or more serial numbers at the same time.
To perform a Quick Complete action, the user needs to expand a record that is eligible for reporting an operation transaction, enter the transaction
quantities, or select the required serials, and then click on the “Quick Complete” button.
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Slide 14 - Report Operation Transactions – Complete with Details Action
Slide notes
The Complete with Details action provides the ability for users to enter transaction notes, enter any lot and/or serial numbers for the product or components
required for completing the transaction, conditionally update the material and resource transaction quantities and report additional materials and resources
consumed at the operation based on setup of the "Allow Quantity Changes during Backflush" parameter. To initiate this action, the user needs to expand a
record that is eligible for reporting an operation transaction, enter the transaction quantity, and then click the “Complete with Details” button. Upon
performing this action, the user is navigated through guided train stops to review and enter the requisite details. The first train stop provides an opportunity
for users to review transaction details and add transaction notes. The next two train stops conditionally allow users to review and report material and
resource usages at the operation, and the last train stop is used to review and enter the inventory details related to the product.
One of the important things to note here is that, while the Quick Complete action allows users to report multiple transactions in single user click, the
Complete with Details action allows a single transaction such as complete, or scrap, or reject to be reported at a time.
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Slide 15 - Report Operation Transactions – Complete with Details Action
Slide notes
The Complete with Details action can also be used to report transactions at serialization enabled operations. However this action allows only one serial
number to be transacted at a time.
Now let’s talk about the capability to report material transactions.
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Slide 16 - Report Material Transactions
Slide notes
The Report Material Transactions feature allows users to report material usages at a work order operation. For serialization enabled manufacturing, the
material usages can be reported in reference to specific product serial numbers. There are two different data entry modes for reporting material usages.
The “All” mode is used where the user chooses to report material usage by selecting from the list of “Push” components and their corresponding usages
that are defaulted from the material requirements of the work order operation. On the other hand, in the “Manually entered” mode the material usages are
not defaulted from the work order operation and user needs to enter the material usages manually. In addition, users can report material usages on an ad
hoc basis, and can also report return of components that were earlier issued to the operation.
Fusion Manufacturing facilitates simplified transaction reporting by allowing users to report material transactions using a scanning device. The same can be
used to scan the component number, or the lot and serial details if required to complete the transaction.
Material transactions can be reported through the Report Materials Transactions page accessed from the Dispatch List or from the Overview page in the
Work Execution Work Area, and can also be imported through the publicly available Material Transactions web service, or using the pre-defined .xlsm
template.
Material transactions reported in Fusion Manufacturing are interfaced to Fusion Inventory Management.
Now, let’s discuss the ability to report resource transactions.
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Slide 17 - Report Resource Transactions
Slide notes
The Report Resource Transactions feature provides the ability to manually report labor and equipment resource usages at a work order operation. Similar
to reporting material transactions, there are two different data entry modes for reporting resource usages. The “All” mode is used where the user chooses to
report resource usage by selecting from the list of “Manual” resources and their corresponding usages that are defaulted from the resource requirements of
the work order operation. On the other hand, in the “Manually entered” mode the resource usages are not defaulted from the work order operation and the
user needs to enter the resource usages manually.
In addition, users can report resource usages on an ad hoc basis, and can also reverse the resource usages that were reported earlier.
Resource transactions can be reported through the Report Resource Transactions page accessed from the Dispatch List, or from the Overview page in the
Work Execution Work Area, and can also be imported using the pre-defined .xlsm template.
Resource transactions are interfaced to Fusion Cost Management through the Transfer Transactions from Production to Costing program.
With this, we have discussed all the different transactions that can be reported for work orders. Now, let’s discuss the ability to report orderless transactions.
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Slide 18 - Report Orderless Transactions
Slide notes
The Report Orderless Transactions Feature allows users to report production activity without having to create work orders. Users can report completion or
scrap of an item with reference to a work definition.
The referenced work definition is used to determine material and resource usages that need to be reported. The work definition with priority1 is defaulted to
perform an orderless transaction, but the same can be changed to determine the correct material and resource usages to be transacted. Users can review
and conditionally add, delete, and modify the material and resource requirements prior to submitting the transaction based on setup of the "Allow Quantity
Changes during Backflush" parameter. The reported production transactions can be reversed by either reporting orderless return or return from scrap
transactions. The referenced work definition is used to determine the materials that would need to be returned back to inventory and the resource charges
that would need to be reversed.
Orderless transactions can be reported through the Report Orderless Completion or Report Orderless Return tasks from the Overview page of the Work
Execution Work Area and can also be imported through the publicly available Material Transactions web service, or through pre-defined the .xlsm template.
The related resource transactions are interfaced to Fusion Cost Management through the Transfer Transactions from Production to Costing program and
the material transactions are interfaced to Inventory Management.
Next, let’s talk about the ability to Review Production Transaction History.
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Slide 19 - Review Production Transaction History
Slide notes
The Review Production Transaction History feature provides a view of all the production transactions that are reported on the shop floor in a reverse
chronological order. It provides separate views of production transactions for work order based and orderless execution. For Work Order Execution, the
material, resource and operation transactions can be viewed. For operation transactions, the corresponding back flushed material as well as autotransacted resources can be viewed. Also, production completions into inventory can be seen for operation transactions for the last operation sequence.
For Orderless Execution, the orderless completion, scrap, return or return from scrap transactions can be viewed. The corresponding back flushed materials
as well as auto transacted resources can be seen for the orderless transactions.
Lastly, it allows users to filter the production transactions based on transaction date range, item serial number, work order or item.
The Review Production Transaction History page can be accessed by clicking on the Transactions History link in the Work Order or through the
corresponding task in the Work Execution Work Area.
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Slide 20 - Import Material/Resource/Operation Transactions
Slide notes
Fusion Manufacturing provides the ability to import work order-based transactions, namely material, resource, and operation transactions, and orderless
transactions using pre-defined .xlsm templates. Each of the pre-defined .xlsm templates can be downloaded and the transaction data can be entered offline
into the templates and uploaded using the cloud import infrastructure.
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Slide 21 - Oracle Fusion Manufacturing: In-house Discrete Manufacturing Execution
Slide notes
Having discussed about the product capabilities, let’s talk about the business values that Fusion Manufacturing provides:
• With role based user interfaces optimized to work on tablets, it provides rich user experience in reviewing work and reporting transactions
• It facilitates information driven execution by providing insight into work center production information with several visual cues allowing users to take
appropriate actions
• It helps improve productivity of shop floor personnel through simplified reporting with just two clicks and ability to enter data using scanning devices
• It enforces serialization enabled manufacturing compliance by mandating users to report transactions by specific serial numbers
• It supports companies to embrace lean manufacturing practices with Orderless transaction reporting, and last but not the least,
• Through the support of pre-defined .xlsm templates and public web services, it allows integration with external systems to import production transactions
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Slide 214 - Summary of Capabilities
Slide notes
Here is the summary of the features we have talked about today. The features discussed are as follows:
• The review dispatch list feature allows an operator to review work order operations that are displayed based on the application default search, or user
specified search criteria
• With the ability to report material transactions, an operator can report material issue or return materials for a work order operation or work order serial
• Similarly, with the ability to report resource transactions, an operator can report resource usage at a work order operation
• The report operation transactions feature allows an operator to report completion, scrap or reject at a work order operation, and
• With the ability to report orderless transactions, an operator can report production activities without creating work orders
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Slide 215 - Summary of Capabilities
Slide notes
The other features that we discussed in this session are as follows:
• The ability to review production transaction history allows a production supervisor to view the list of production transactions displayed in reverse
chronological order, and finally,
• Using the cloud-based import infrastructure and pre-defined .xlsm templates, Fusion Manufacturing provides the ability to import operation, material and
resource transactions.
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Slide 216 - Functional Architecture
Slide notes
The diagram you see here represents the high level functional architecture of Fusion Manufacturing, and highlights its dependencies and interactions with
other Fusion Applications in the context of in-house discrete manufacturing execution. It also represents the ways and means by which external applications
can interact with Fusion Manufacturing.
Fusion Manufacturing references Items that are maintained in Fusion Product Model to record material transactions. Fusion Manufacturing also references
Plant Parameters, UOMs, Subinventories, and Locators maintained in Fusion Supply Chain Common Components for recording operation and material
transactions.
Lots and Serials maintained in the Fusion Inventory Management are used in Fusion Manufacturing for Work Order based and Orderless Execution.
Material transactions reported in Fusion Manufacturing are interfaced to Fusion Inventory Management. Work Order supply reservations in Fusion Inventory
Management are updated upon performing operations transactions in Fusion Manufacturing.
Operation and Resource transactions reported in Fusion Manufacturing are transferred to Fusion Cost Management for Cost Accounting.
In addition to what we have discussed so far, Fusion Manufacturing offers the ability to import Operation, Resource and Material Transactions from external
applications such as 3rd Party Manufacturing Execution Systems and Custom Applications through pre-defined .xlsm templates.
The public web services available in Fusion Manufacturing can be used to import Operation and Material Transactions from external applications.
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Slide 217 - Technical Architecture
Slide notes
Having talked about the functional architecture, let’s talk about the integration, extensibility, and reporting tools that are available in Fusion Manufacturing to
support in-house discrete manufacturing execution.
As discussed earlier, Fusion Manufacturing offers the ability to import Operation, Resource and Material Transactions from external applications such as
3rd Party MES Systems and Custom Applications through pre-defined, cloud-based templates. The public web services available in Fusion Manufacturing
can be used to import Operation and Material Transactions from external applications.
From an extensibility standpoint, Fusion Manufacturing allows users to set up descriptive flex fields and define corresponding value sets for use in Work
Execution. Through user defined lookup codes users can define reason codes to be used while reporting operation transactions.
OTBI for Discrete Manufacturing, on the other hand, offers real time, self-service reporting directly off Fusion Manufacturing data. It provides four different
discrete manufacturing subject areas which can be used for custom analysis. The dimensions and facts in these subject areas provide visibility to work
execution transactions. Built on Oracle BI technology, all the standard functions provided by OBIEE are also available for the Manufacturing subject areas.
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Slide 218 - Implementation Advice
Slide notes
In this implementation advice section we will go through what you need to consider before enabling these features in your business, and what you need to
know to set them up.
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Slide 219 - Feature Impact Guidelines
Slide notes
This table depicts key implementation information for the features covered in this training. All the features listed here are available after installation and can
be accessed using the Production Supervisor and Production Operator job roles covered later in this section. For using the “Report Material Transactions”
feature, the "Include component yield in material requirements" plant parameter needs to be set up. And for both “Report Material Transactions” and
“Report Resource Transactions” features, the “Default Transaction Mode” and the “Default Transaction Quantity” plant parameters need to be set up as
appropriate for the business. Similarly, for using the “Report Operation Transactions” feature, the "Default Over-completion Tolerance Percentage" plant
parameter needs to be set up. And for both “Report Operation Transactions” and “Report Orderless Transactions” features the “Allow Quantity Changes
during Backflush” plant parameter needs to be configured. We will discuss the details of these parameters as a part of the setups covered in this section.
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Slide 220 - Feature Impact Guidelines
Slide notes
Here is additional key implementation information for the other features covered in this training. All the features listed here are also available after
installation and can be accessed by using the Production Supervisor and Production Operator job roles. Please take a moment to review it.
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Slide 221 - Feature Impact Guidelines
Slide notes
And finally, here is key implementation information for the rest of the features covered in this training. The three features listed here are also available after
installation but can be accessed only through the Production Supervisor job role.
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Slide 222 - Setup Summary
Slide notes
The setup for Fusion Manufacturing for in-house discrete manufacturing execution is performed through the Functional Setup manager within the
Manufacturing and Supply Chain Materials Management Offering and is achieved by setting up the following:
• Define reason codes for use while reporting operation transactions through the Manage Production Lookups task
• Set up Descriptive Flex Fields and define corresponding value sets using the Manage Work Execution Descriptive Flex Fields and Manage Value Sets
tasks respectively, and
• Configure the Work Execution related plant parameters through the Manage Plant Parameters task
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Slide 223 - Report Operation Transactions Setup Detail
Slide notes
Now let's discuss the Work Execution related plant parameters. The Default Over-completion Tolerance Percentage parameter specifies the percentage of
assemblies that you can over-complete on a work order if the over-completion tolerance limits are not defined at the work order level. The value must be
between 1 and 100 and the default value is Null.
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Slide 224 - Report Operation Transactions Setup Detail
Slide notes
Next, let’s talk about the plant parameters that can be configured to report material and resource transactions. The Default Transaction Mode plant
parameter sets the default transaction mode for reporting material and resource transactions. There are two choices, “All” and “Entered." The default
choice is “All“. If the user chooses the “All “mode, all the materials, resources associated to the operation are defaulted while reporting a material or a
resource transaction. In the entered mode, the materials, resources associated to the operation are not defaulted and the user would need to manually
enter or scan the components or resources while reporting a material or a resource transaction.
The Default Transaction Quantity plant parameter enables the transaction quantity to be defaulted as that of the required quantity at a work order
operation. The user would be able to make changes to the defaulted quantity. There are four choices, which are “None," “Material," “Resources” and
“Both." The default choice is “Both."
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Slide 225 - Report Operation Transactions Setup Detail
Slide notes
The Allow Quantity Changes During Backflush plant parameter is used to define whether users would be allowed to make quantity changes or report
additional materials and /or resource usages while reporting an operation transaction using the “Complete with Details” action. There are four choices,
which are “None," “Material," “Resources” and “Both." The default choice is “None."
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Slide 226 - Report Operation Transactions Setup Detail
Slide notes
The Include component yield in material requirements parameter indicates whether the component yield is factored into the work order material
requirements and into the component quantities while performing material transactions. By default it is unchecked and must be set as appropriate for the
business.
Now let’s talk about some of the setup best practices for reporting material and resource transactions.
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Slide 227 - Setup Best Practices
Slide notes
Here are some of the best practices for reporting material transactions. The Report Material Transactions page can be setup for the following scenarios:
• For the scenario to default material requirements from work order with the required quantities the Default Transaction Mode plant parameter should be set
up as All and the default Transaction Quantity plant parameter should be set up as either Material or Both.
• For the scenario to default material requirements from work order WITHOUT the required quantities, the Default Transaction Mode plant parameter should
be set up as All and the default Transaction Quantity plant parameter should be set up as either None or Resources.
• For the scenario to not default material requirements from work order, the Default Transaction Mode plant parameter should be set up as Entered.
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Slide 228 - Setup Best Practices
Slide notes
Similarly, the Report Resource Transactions page can be setup for the following scenarios:
• For the scenario to default resource requirements from work order with the required quantities, the Default Transaction Mode plant parameter should be
set up as All and the default Transaction Quantity plant parameter should be set up as either Resources or Both.
• For the scenario to default resource requirements from work order WITHOUT the required quantities, the Default Transaction Mode plant parameter
should be set up as All and the default Transaction Quantity plant parameter should be set up as either None or Materials.
• For the scenario to not default resource requirements from work order, the Default Transaction Mode plant parameter should be set up as Entered.
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Slide 229 - Job Roles
Slide notes
This table details the shipped job roles that will access the new capabilities covered in this training which are:
• Production Supervisor, and
• Production Operator.
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Slide 230 - Business Process Model Information
Slide notes
The business processes associated with the new capabilities covered in this training are detailed here.
The high-level business process for some of the features covered in this training is Manage Production with activity Manage Discrete Production.
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Slide 231 - Business Process Model Information
Slide notes
For other features covered in this training, the high-level business process is Execute Production with activity Execute Discrete Production.
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Slide 232 - Associated Release Training
Slide notes
Here is a list of the associated training modules that are related to these new capabilities. They are follows:
Introduction to Fusion Manufacturing
Manufacturing Setup and Manage Work Definitions
Manage Discrete Manufacturing Work Orders
Plan to Produce
Back-to-back supply creation and fulfillment
ATO Model Work Definition and Configured Item Work Execution
Please take some time to review them.
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Slide 233 - Associated Release Training
Slide notes
Here are the rest of the associated release trainings that can be reviewed. They are as follows:
Configured Item supply creation and order fulfillment ATO/CTO/PTO enhanced support
How to manage the contract manufacturing process
Contract Manufacturing Work Definition Setup and Work Order Execution
OTBI for Discrete Manufacturing
Manufacturing Accounting
Planning Central Part 1 & 2
This concludes this presentation. Thank you for listening. You can pause and rewind any of these slides if you require additional time to take in the detail.
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