Oracle Advanced Supply Chain Planning
Discrete Manufacturing
Agenda
Lab 1: Create Items ............................................................................................................................................. 4
Finished Good ................................................................................................................................................ 4
Create Subassembly ......................................................................................................................................... 5
Purchased Items .............................................................................................................................................. 6
Lab 2: Modify Organization Attributes .................................................................................................................... 8
Lab 3: Create Demand in D2 ................................................................................................................................. 9
Create a Forecast ............................................................................................................................................. 9
Lab 4: Create Item Substitute Set ......................................................................................................................... 11
Lab 5: Assign your Items to the Category Set for ASCP ........................................................................................... 12
Lab 6: Create Bill of Material .............................................................................................................................. 13
Create Bill of Material for XXAS66311in M1 ..................................................................................................... 13
Create an Alternate name ............................................................................................................................. 14
Create Bill of Material for XXSB66328 in S1 ..................................................................................................... 14
Create an Alternate Bill of Material for XXSB66328 in S1 .................................................................................... 15
Create Bill of Material for XXSB66328 in M2 .................................................................................................... 16
Lab 7: Create Resources ..................................................................................................................................... 17
Create Resource in M1 ................................................................................................................................... 17
Create Resource in S1 .................................................................................................................................... 18
Create Resource in M2 ................................................................................................................................... 19
Lab 8: Create Departments and associate Resources ................................................................................................ 20
Create Departments and associate Resources in M1 .............................................................................................. 20
Create Departments and associate Resources in S1 ............................................................................................... 21
Create Departments and associate Resources in M2 .............................................................................................. 22
Lab 9: Create Routings ...................................................................................................................................... 23
Create Routing for XXAS66311 in M1 .............................................................................................................. 23
Create Routing for XXSB66328 in S1 ............................................................................................................... 24
Create an alternative Routing for XXSB66328 .................................................................................................... 25
Create Routing for XXSB66328 in M2 .............................................................................................................. 26
Lab 10: Setup Suppliers ..................................................................................................................................... 27
Lab 11: Approved Supplier Lists .......................................................................................................................... 30
Lab 12: Create Sourcing Rules in the ERP Instance ................................................................................................. 33
Lab 13: Create Bills of Distribution ...................................................................................................................... 36
Lab 14: Create Assignment Set and Assign Sourcing Rules ....................................................................................... 38
3
Lab 1: Create Items
Finished Good
We are going to create a Finished Good and assign it to the M1, D1 and D2 Organizations, setting Global and Organization
attributes.
(Navigation) Inventory > Items > Master Items
Select M1 as a working Organization, you will then be redirected to V1
Item XXAS66311
Tools > Copy From
Item AS66311
(Button) Done
(Icon) Save
Organization Assignment Tab
Assign to D2 and M1
(Icon) Save
Attribute Groups Tab
4
Lab 1: Create Items
Create Subassembly
Create a Subassembly and assign it to the M1, M2, and S1 Organizations, setting Global attributes.
(Menu Bar) File > New
Item XXSB66328
Tools > Copy From
Item SB66328
(Button) Done
(Icon) Save
Organization Assignment Tab
Assign to M1, M2, S1
(Icon) Save
Attribute Groups Tab
5
Lab 1: Create Items
Purchased Items
(Navigation) Inventory > Items > Master Items
Item XXCM66321
Tools > Copy From
Item CM66321
(Icon) Save
Organization Assignment Tab
Assign to M1
(Icon) Save
6
Lab 1: Create Items
Repeat for the following Purchased Item
Item XXCM66326
Tools > Copy From
Item CM66326
(Button) Done
(Icon) Save
Organization Assignment Tab
Assign to M1, M2, S1
(Icon) Save
7
Lab 2: Modify Organization Attributes
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
Modify Organizational Attributes
(Navigation) > Inventory > Items > Organization Items
Close the Find Form
Run Query for your Items
F11
XX%
CtrlF11
(Icon) Folder
Set the following Attributes as shown
Repeat for the Items in the M2 Organization
Repeat for the Items in the S1 Organization
Repeat for the Items in the D2 Organization
8
Lab 3: Create Demand in D2
Create a Forecast
Change Organization to D2
(Navigation) Inventory > Other > Change Organization
Create forecast for the XXAS66311 item
(Navigation) Advanced Planning > Source Instance Setups > Forecast > Sets
Forecast Set XX-FOR-SET
Description XX FORECAST SET
Forecast XX-FORCAST
Description XX FORECAST
(Icon) Save
(Button) Forecast Items
Item XXAS66311
(Icon) Save
(Button) Detail
9
Lab 3: Create Demand in D2
Bucket Days
Date Today + 1 Week
End Date Today + 12 Months
Current 700
(Icon) Save
Close the forms to the Forecast Set and re-query your Forecast Set
F11
XX FORSET
Ctrl F11
Click on the Forecast
(Button) Forecast Items
If you do not see XXAS66311 Item, re-enter it
(Icon) Save
10
Lab 4: Create Item Substitute Set
(Navigation) Inventory > Items > Item Relationships
(Button) New
From Item XXAS66311
To Item AS66311
Type Substitute
Reciprocal Checked
Planning Enabled Checked
(Button) Planning Details
Substitution Set XX SUBSTITUTION SET
Partial Fulfillment Un Checked
Effective Date Today
All Customers Checked
(Button) Save
Lab 5: Assign your Items to the Category Set for ASCP
Change Organization to V1
(Navigation) Inventory > Other > Change Organization
(Navigation) Inventory > Setup > Items > Categories > Category Set
Run Query for the ASCP CLASS
F11
ASCP CLASS
CtrlF11
Assign your Items to the [Link] Category Code
(Button) Assign
Item Category
XXAS66311 [Link]
XXSB66328 [Link]
XXCM66321 [Link]
XXCM66326 [Link]
(Icon) Save
Note: The instructor has added AS66311 and CM66321 to the ASCP CLASS for use as
Item Substitution and Component Substitution respectively.
Lab 6: Create Bill of Material
Create Bill of Material for XXAS66311in M1
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Bills > Bills
Item XXAS66311
Item Seq 10
Op Seq 1
Component XXCM66321
Quantity 1
Item Seq 20
Op Seq 1
Component XXCM66326
Quantity 1
Item Seq 30
Op Seq 1
Component XXSB66328
Quantity 1
Select your XXCM66321 item
(Button) Substitutes
Substitute Component CM66321
Click in the Descriptive Flexfield
Substitute Priority 1
(Icon) Save
Lab 6: Create Bill of Material
Change Organization to S1
(Navigation) Inventory > Other > Change Organization
Create an Alternate name
(Navigation) Bills of Materials > Setup > Alternates
(Menu Bar) File > New
Alternate XX ALTERN
Description XX ALTERNATE
(Icon) Save
Create Bill of Material for XXSB66328 in S1
(Navigation) Bills of Material > Bills > Bills
Item XXSB66328
Item Seq 10
Op Seq 1
Component XXCM66326
Quantity 3
(Icon) Save
Lab 6: Create Bill of Material
Create an Alternate Bill of Material for XXSB66328 in S1
(Navigation) Bills of Material > Bills > Bills
Item XXSB66328
Alternative XXALTERN
Item Seq 10
Op Seq 1
Component XXCM66326
Quantity 3
(Icon) Save
15
Lab 6: Create Bill of Material
Create Bill of Material for XXSB66328 in M2
Change Organization to M2
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Bills > Bills
Item XXSB66328
Item Seq 10
Op Seq 1
Component XXCM66326
Quantity 3
(Icon) Save
Lab 7: Create Resources
Create Resource in M1
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Resources
Resource XX RES1 M1
Description XX RESOURCE 1 M1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 200
(Icon) Save
Lab 7: Create Resources
Create Resource in S1
Change Organization to S1
(Navigation) Inventory > Other > Change Organization
Select the S1 Organization
(Navigation) Bills of Materials > Routings > Resources
Resource XX RES1 S1
Description XX RESOURCE 1 S1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 50
(Icon) Save
Create Second Resource
Resource XX RES2 S1
Description XX RESOURCE 2 S1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 100
(Icon) Save
Create Third Resource
Resource XX RES3 S1
Description XX RESOURCE 3 S1
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 75
(Icon) Save
Lab 7: Create Resources
Create Resource in M2
Change Organization to M2
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Resources
Resource XX RES1 M2
Description XX Resource 1 M2
Type Machine
UOM HR
Charge Type WIP Move
Basis Item
Costed Checked
Absorption Account 01-520-5360-0000-000
Standard Rate Checked
Variance Account 01-520-5390-0000-000
(Button) Rates
Cost Type Frozen
Resource Unit Cost 1000
(Icon) Save
Lab 8: Create Departments and associate Resources
Create Departments and associate Resources in M1
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Departments
Department XX DEPT M1
Class Production
(Button) Resources
Resource XX RES1 M1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 4
(Icon) Save
Lab 8: Create Departments and associate Resources
Create Departments and associate Resources in S1
Change Organization to S1
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Departments
Department XX DEPT S1
Class Production
(Button) Resources
Main Tab
Resource XX RES 1 S1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 1
(Icon) Save
Main Tab
Resource XX RES 2 S1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 4
(Icon) Save
Main Tab
Resource XX RES 3 S1
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 1
(Icon) Save
Lab 8: Create Departments and associate Resources
Create Departments and associate Resources in M2
Change Organization to M2
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Departments
Department XX DEPT M2
Class Production
(Button) Resources
Main Tab
Resource XXRES1 M2
Available 24 Hours Unchecked
Units 1
Planning Tab
Exception Set ES-ASCP
(Button) Shifts
Shift Number 4
(Icon) Save
Lab 9: Create Routings
Create Routing for XXAS66311 in M1
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Routings
Item XXAS66311
Alternate Null
Operations
Op Seq 10
Department XXDEPT M1
(Button) Operations Resources
Res Seq 10
Resource XXRES 1 M1
Usage 0.008
Scheduling Tab
Schedule Yes
(Icon) Save
Lab 9: Create Routings
Create Routing for XXSB66328 in S1
Change Organization to S1
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Material > Routings > Routings
Item XXSB66328
Alternate Null
Operations
Op Seq 10
Department XXDEPT S1
(Button) Operations Resources
Res Seq 10
Resource XX RES1 S1
Usage 0.064
Scheduling Tab
Schedule Seq 1
Substitute Group Number 1
Assigned units 1
Schedule Yes
(Button) Alternates
Res Seq 10
Resource XX RES3 S1
Usage 0.064
Scheduling Tab
Schedule Seq 1
Replacement Group 1
Substitute Group Number 1
Assigned units 1
Schedule Yes
(Icon) Save
Lab 9: Create Routings
Create an alternative Routing for XXSB66328
(Navigation) Bills of Material > Routings > Routings
Item XXSB66328
Alternate XX ALTERN
Operations
Op Seq 10
Department XXDEPT S1
(Button) Operations Resources
Res Seq 10
Resource XXRES2 S1
Usage 0.064
Scheduling Tab
Schedule Yes
(Icon) Save
Lab 9: Create Routings
Create Routing for XXSB66328 in M2
Change Organization to M2
(Navigation) Inventory > Other > Change Organization
(Navigation) Bills of Materials > Routings > Routings
Item XXSB66328
Alternate Null
Operations
Op Seq 10
Department XXDEPT M2
(Button) Operations Resources
Res Seq 10
Resource XXRES1 M2
Usage 0.064
Scheduled Tab
Schedule Yes
(Icon) Save
Lab 10: Setup Suppliers
(Navigation) Purchasing > Supply Base > Suppliers
(Button) Create Supplier
Organization Name XX SUPP 1
(Button) Apply
(Link) Address Book
(Button) Create
Lab 10: Setup Suppliers
Add Address elements that are required
Country United States
Address Line 1 1
Address Name XX SITE 1
Address Purpose Purchasing
(Button) Continue
Acknowledge the Error
(Button) Continue
Select your Site
(Button) Apply
Lab 10: Setup Suppliers
Create a second Supplier
Click on the Suppliers Tab
(Button) Create Supplier
Organization Name XX SUPP 2 (Button)
Apply
(Link) Address Book
(Button) Create
Add Address elements that are required
Country United States
Address Line 1 2
Address Name XX SITE 1
Address Purpose Purchasing
(Button) Continue
Acknowledge the Error
(Button) Continue
Select your Site
(Button) Apply
Lab 11: Approved Supplier Lists
Setup Approved Supplier List in M1
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
(Navigation) Purchasing > Supply Base > Approved Supplier List
Type
Item
Item XXCM66321
Key Attributes Tab
Business Direct
Supplier XX SUPP 1
Supplier Site XX SITE 1
Status Approved
Record Details Tab
Global Yes
(Button) Attributes
Planning Constraints Tab
Supplier Capacity Calendar Vision01
Capacity
From Date Today
To Date Today + 8 weeks
Capacity per day 500
(Icon) Save
Lab 11: Approved Supplier Lists
Close back to Approved Supplier List header
For the XXCM66321 create a second approved supplier
Suppliers
Record Details Tab
Business Direct
Supplier XX SUP 2
Supplier Site XX SITE 1
Status Approved
Record Details Tab
Global Yes
(Button) Attributes
Planning Constraints Tab
Supplier Capacity Calendar Vision01
Capacity
From Date Today
To Date Today + 8 weeks
Capacity per day 300
(Icon) Save
Lab 11: Approved Supplier Lists
Close back to Approved Supplier List header
Type
Item
Item XXCM66326
Key Attributes Tab
Business Direct
Supplier XX SUPP 1
Supplier Site XX SITE 1
Status Approved
Record Details Tab
Global Yes
(Icon) Save
For the XXCM66326 create a second approved supplier
Key Attributes Tab
Business Direct
Supplier XX SUPP 2
Supplier Site XX SITE 1
Status Approved
Record Details Tab
Global Yes
(Icon) Save
Lab 12: Create Sourcing Rules in the ERP Instance
Change Organization to M1
(Navigation) Inventory > Other > Change Organization
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Sourcing Rules
Create Sourcing Rule for XXCM66321
Name XX SOURCE 66321
Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 100
Rank 1
Next Line
Type Buy From
Supplier XX SUPP 2
Supplier Site XX SITE 1
Allocation 100
Rank 2
(Icon) Save
Create Sourcing Rule for XXCM66326
Name XX SOURCE 66326
Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 60
Rank 1
Next Line
Type Buy From
Supplier XX SUPP 2
Supplier Site XX SITE 1
Allocation 40
Rank 1
(Icon) Save
Lab 12: Create Sourcing Rule in the ERP Instance
Create Sourcing Rule in S1
Change Organization to S1
(Navigation) Inventory > Other > Change Organization
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Sourcing Rules
Name XX SOURCE S1
Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 100
Rank 1
(Icon) Save
Lab 12: Create Sourcing Rules in the ERP Instance
Create Sourcing Rule in M2
Change Organization to M2
(Navigation) Inventory > Other > Change Organization
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Sourcing Rules
Name XX SOURCE M2
Effective
From Date Today
Shipping Organization
Type Buy From
Supplier XX SUPP 1
Supplier Site XX SITE 1
Allocation 100
Rank 1
(Icon) Save
Lab 13: Create Bills of Distribution
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Bills of Distribution
Name XX BOD 66311
Receiving Organization
Org M1
Shipping Organization
Type Make at
Org M1
Allocation 100
Rank 1
Shipping Method Null
Intransit Time Null
(Icon) Save
Receiving Organization
Org D2
Shipping Organization
Type Transfer From
Org M1
Allocation 100
Rank 1
Shipping Method Overnight
Intransit Time 1
(Icon) Save
(Icon) Save
Lab 13: Create Bills of Distribution
Click in the Name Field
(Menu Bar) File > New
Name XX BOD 66328 Intransit Time 1
Receiving Organization
Org M1
Shipping Organization
Type Transfer from
Org S1
Allocation 100
Rank 1
Shipping Method Truck
Intransit Time 3
Type Transfer from
Org M2
Allocation 100
Rank 2
Shipping Method Overnight
(Icon) Save
Receiving Organization
Org S1
Shipping Organization
Type Make at
Org S1
Allocation 100
Rank 1
Shipping Method Null
Intransit Time Null
(Icon) Save
Receiving Organization
Org M2
Shipping Organization
Type Make at
Org M2
Allocation 100
Rank 1
Shipping Method Null
Intransit Time Null
(Icon) Save
Lab 14: Create Assignment Set and Assign Sourcing Rules
(Navigation) Advanced Planning > Sourcing Instance Setups > Sourcing > Assign Sourcing Rule/BOD
Assignment Set XX ASSIGNMENT SET
Assigned to OrganizationItem/Category Type Sourcing Rule/BOD
Item-Organization M1 XXCM66321 Sourcing Rule XX SOURCE 66321
Item-Organization M1 XXCM66326 Sourcing Rule XX SOURCE 66326
Organization S1 Sourcing Rule XX SOURCE S1
Organization M2 Sourcing Rule XX SOURCE M2
Item XXAS66311 Bill of Distribution XX BOD 66311
Item XXSB66328 Bill of Distribution XX BOD 66328
(Icon) Save
