Make to Order(Process

Manufacturing)
Demo Script (Internal)

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 1

Table of Contents
Make to Order
(Process Manufacturing)..................................................................................................................................1
Make to Order (Process Manufacturing)........................................................................................................1
Define Make to Order Rules...........................................................................................................................2
Setup Profile Options......................................................................................................................................3
Setup Workflow Event and Subscription........................................................................................................4
Start Demo From adsweb...............................................................................................................................6
Enter and Book a Sales Order.........................................................................................................................7
Review the Batch Created..............................................................................................................................11
Review the Reservation between Sales Order and Batch...............................................................................12
Flowchart........................................................................................................................................................14

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page i

Make to Order (Process Manufacturing)

Document Control
Date
03-Mar-2009

Owner

App
Release

Shailendra
Naithani

12.1.1

19-Mar-2009

Version

Change Reference

v1.0

Reviewed Jasons script and scripted as per

Tutor Author

V1.0

Finalized script

Objective
The purpose of this product demo script is to demonstrate the integration between Order
Management and OPM Process Execution. At R11i, the OPM logistics module introduced the
ability to create a Production Batch or Firm Planned order specific to a sales order. In R12.1.1,
this functionality has been upgraded to offer a Manufacture to Order flow within the Converged
Inventory framework.
This flow demonstrates the creation of a Production Batch or Firm Planned order in response to
an order line and reservation of the order line to the planned production supply. This enables the
Customer Service Representative to have visibility of a production batch associated to a sales
order line. It also facilitates the customer service representative to relay information such as
Planned / Actual start date, planned Completion date and the yield lot number of a production
batch back to the customer.

What's New?
N/A

Pitfalls
N/A

Assumptions
None

Related Business Flows (Optional)

N/A

Related Documents
ADS DemoDocs > Unlimited > E-Business Suite > Manufacturing

Pre Demo Steps (Optional)

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 1

Define Make to Order Rules

Define Make to Order Rules
1.

Log into Oracle Applications Portal

Field

2.

Value

Username

process_ops

Password

Welcome

Responsibility

Production Supervisor

Setup a new Make to Order Rule

(N) Production Supervisor> Setup > Make to Order Rules

Setup the following data

Field

Value

Rule Name

MTOBIGMART

Batch/FPO

Batch

Check Availability

Checked

Firmed

Checked

Auto Lot Generation

Checked

Copy Attachment

Checked

SO Attachment Name

Short Text

Batch Attachment Name

Batch Header Info

Assignment Region
Warehouse

PR1

Item Number

9010

Customer

BIGMART

Ship to Site

MAINSHIP

Save Record

Close Form

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 2

3.

Schedule Process Manufacturing Make to Order Concurrent request

This program assesses the booked order line to determine if it qualifies for Make to Order
processing based on the make to order rules assignments as done in the previous step. In
case the order line qualifies by virtue of multiple assignments, the most granular/specific
assignment will take priority in determining which rule to use. For example, if the rule is
assigned to a particular customer and ship to site field is left blank, the rule is applied to
all the sites of the customer.
(N) Production Supervisor > Concurrent Programs > Run > Org PR1>Single Request>
Process Manufacturing Make to Order
Enter the following parameters
Field

Value

Operating Unit

PRU-Vision Process Industries (US)

Accept the other parameters as default

(B) Schedule
Field

Value

Run the Job

Periodically

Rerun Every

1 Minute(s)

Apply the Interval

From the completion of the prior run

(B) OK
Ignore the caution message.
(B)Submit

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 3

Setup Profile Options

Verify/Setup Profile Options
4.

Switch Responsibility to System Administrator

(I) Switch Responsibility

Field

Value

Responsibility

5.

System Administrator

Review/setup the profile option

(N) System Administrator> System>Profiles

At User Level. Select user as process_ops

MO: Set Client_Info for Debugging Yes

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 4

Setup Workflow Event & Subscriptions

Setup Workflow Event & Subscriptions
6.

Switch Responsibility

(I) Switch Responsibility

Field

Value

Responsibility

7.

Workflow Administrator Web Applications

Create/Review the workflow event and subscription for batch reservation notification
generation to the customer service representative

(N) Workflow Administrator Web Applications Administrator Workflow>>Business

Events

Enter/review the status of the event GME Batch Supply Reservation Notification
Business Event and its subscription. It is required for creating a notification to the
Customer Service Representative advising on the Batch creation and providing details
such as cross-reference between the Sales order and Batch numbers, and the yield lot
numbers.

Close Window

If Pre Demo Steps complete, goto task #8. Otherwise, goto task #1.

Begin Demo
Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

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Start Demo From adsweb

Start Demo From adsweb
8.

(H) http://adsweb.oracleads.com
Opens ADSWEB home page

9.

(H) 12.1.1 Launchpad

Select Machine (LOV)

Select Instance (LOV)

(B) Launch Demo

Opens ADS Launchpad Portal page

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 6

Enter and Book a Sales Order

Enter and Book the Sales Order
10. Switch Responsibility

(I) Switch Responsibility

Field

Value

Responsibility

Order Management Super User, Process

Operations (USA)

Order Management module opens

11. Create a Sales Order Header

(N) Orders, Returns > Sales Orders

Sales Order form opens
Field

Value

Customer

Bigmart

Order Type

Standard(Process)

(I) Save
Discuss how Defaulting rules were defined to automatically populate the fields in the
order screen such as bill to and ship to details, order type, price list, for but these can be
changed. Go to the others tab and show that the Warehouse field is defaulted to
PR1(Ship from Org)

12. Create Sales Order Line(s).

(T) Line Items

Field

Value

Ordered Item

9010

Quantity

100

If auto-scheduling is on, note the Availability Date. If it differs from the Request date,
change the request date to match the availability date.
If auto-scheduling is off, click on the Availability button. Note the Availability Date. If
it differs from the Request date, change the request date to match the availability date.

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Make to Order (Process Manufacturing)

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Immediately after entering the item number and quantity, standard pricing information
is displayed on the screen
Discuss how Defaulting rules were again used to automatically populate the fields in the
screen such as the price list, request date and line type. Explain that the rules can be
created to meet particular business requirements and increase productivity by
eliminating unnecessary data entry.
13. Save Order
The order line is saved
Note the Order Number that is assigned
14. Book Order and exit from the form

(B) Book Order

Process Message appears indicating that the Quantity on Hand fails to satisfy the
reservation and that the order has been booked.

(B) Continue

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 8

Review the Batch Created

Review the Batch Created
15. Switch Responsibility

(I) Switch Responsibility

Field

Value

Responsibility

Workflow

16. Review the Production Batch Creation Notification

(N) Workflow> Advanced Worklist

View Notification with subject- A new Production Batch has been created

Click on link to review the batch creation details

Note: This is an example screenshot. Note the batch number against the sales order created in
previous step

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

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Review the Reservation between the Batch and Sales Order

Review the Reservation Between Batch and Sales Order
17. Switch Responsibility

(I) Switch Responsibility

Field

Value

Responsibility

Inventory Super User (Process Operations)

18. Review the reservation record between Sales Order and Batch

(N)Inventory Super User(process operations)>On-hand Availability>Reservations

Select Organization as PR1. Find Reservations window is opened. Enter the following
information
Field

Value

Item

9010

Supply Source type

Job or schedule [Select the record with WIP Entity

Type Name as Process batch]

Supply source header

<Batch Number Noted Earlier>

Demand Source type

Sales Order

Press the Find Button

Go to Demand Tab and review the Sales Order demand. Please refer to the Sales Order
number that was created in initial steps

Note: This is an example screenshot. Note refer to the sales order number created in previous step

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 10

Go to Supply Tab and review the production batch details created as Supply
Note: This is an example screenshot. Note the batch number created by Make to Order functionality

End of activity.

Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information
regarding demonstration support.

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 11

Flowchart
Start
Define Make to
Order Rules
Log into Oracle
Applications Portal (1)
Setup a new Make to
Order Rule (2)
Schedule Process Mfg
Make to Order
Concurrent request (3)

Verify/Setup Profile
Options
Switch Responsibility to
System Administrator
(4)
Review/setup profile
option (5)

Setup Workflow
Event &
Subscriptions
Switch Responsibility
(6)
Create/Review workflow
event & subscription for
batch reservation
notification generation
to Cust Serv rep (7)

Start Demo From

adsweb

Review
Reservation
Between Batch &
S.O.

(H) http://
adsweb.oracleads.com
(8)
(H) 12.1.1 Launchpad
(9)

Switch Responsibility
(17)
Review reservation
record between S.O. &
Batch (18)

Enter & Book S.O.

End

Switch Responsibility
(10)
Create a S.O. Header
(11)
Create S.O. Line(s).
(12)
Save Order (13)
Book Order & exit from
form (14)

Review Batch
Created
Switch Responsibility
(15)
Review Production
Batch Creation
Notification (16)

Copyright Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

Page 12