OPM - Oracle Process Manufacturing Setups Training Manual

Step1: Define OPM organization

Navigation: Inventory {R} àSetupàOrganizationàOrganization

Name & location of the organization is provided and inventory organization is defined in the organization classification.

ACCOUNTING INFORMATION & INVENTORY INFORMATION is provided in Additional organization information.

Above window describes the ACCOUNTING INFORMATION

In the Above window inventory parameters are defined. For Process Manufacturing check box is very important, this check box should be checked only in this way a process manufacturing enabled Inventory organization is defined. All Other information will be the same as of other discrete organization. All other relevant information is captured as shown in the below Screen shots

Costing Information:

Lot Information:

Item Sourcing:

Inter-Org Information

Other Accounts Information

After Defining all the parameters of Process Manufacturing Organization we will be able to work in any form in Process Manufacturing Modules just by assigning this org to a specific Application.

Step2: OPM Financials

Defining Cost Types:

Navigation: OPM financial >setup > cost types

The subsequent paragraphs describe setting up cost types.

To enter a cost type:

1. Navigate to the Cost Types window.

2. Enter the Cost Type to represent code that identifies the costing method to be used in cost calculations. For example, enter STND for standard costing. Required

3. Enter a brief Description of the cost type. For example, enter Standard Costing for the standard cost type. Required

4. Indicate the Cost Method you are defining:

•         Standard Cost

•         Actual Cost

•         Lot Cost

If Lot Cost is selected then the Raw Material Calculation type and Product Calculation types are not applicable and they are disabled.

Establishing Lot Costing

Lot costing, also known as Specific Identification Type costing, lets you calculate and Store costs at the lot level. That is, each lot has a unique cost associated with it and it retains this cost until the entire lot is consumed. The lot costs are computed on a perpetual basis.

•         Lot costing lets you store unique costs for each lot.

•         You can track the cost of a lot from its creation through all consumptions.

Cost Types

Usage

It indicates if the cost method is for general or Lab use. The general usage method is set by default. If you set the stage to general use, the cost rollup considers only the production and costing recipes. If you set the usage to lab use, the lab recipes are used over the production or costing recipes. The usage field is valid only for the standard cost type. If you are using the actual cost type, then this field is disabled.

Lot (Actual) Cost Type

Start Date

This is only available for Lot Cost Methods. Enter a start date. The start date is used to collect all transactions that happened after the specified date for lot cost calculation purposes.

If this field is left blank, then the Lot Actual Cost process uses all transactions in the system for the OPM Company for which the Lot Actual Cost process is run. The process then selects a large number of transactions and could result in performance problem as large number of records are being inserted into the lot cost tables. It is recommended that you set this field depending on how long lots are typically held for consumption in inventory. It could be a few inventory periods from the current period. For example, if the current period is January 2004, then you can specify September 1st, 2003, to ensure all transactions from the prior three inventory periods are considered. If some of the lot costed items have lots dating further back, then specify appropriate value.

Alternate Cost Method

If the cost method is an Actual Cost method, then the check box is enabled.

If the lot cost checkbox is enabled, then the Raw Material Calculation Type and Product Calculation Type are disabled and the Start Date and Alternate Cost Method fields are enabled.

Both Standard and Actual cost methods are allowed but not Lot Actual Cost methods.

Establishing Standard Costing

When you select the standard cost calculation, you define the cost of ingredients in each inventory organization during a specific period of time. The cost information remains static during each defined time period. OPM Costing calculates the standard costs of items using the Standard Cost Rollup, based on recipes, formulas, and routings defined in the OPM Product Development application

Standard cost lets you define the costs for items, formulas, formula ingredients, recipes, and resources used during the production process.

For standard costs:

•         Establish the formulas, routings, and recipes

•         Run the Cost Rollup process

The cost of a product is based on:

•         Formulas, recipes, and routings

•         Resource costs

•         Overheads

Establishing Actual Costing

This is a more dynamic method of calculating Item costs based on actual inventory and resource transaction data. The following are the business transactions that are used to calculate the actual costs:

•         Purchasing receipts including Freight and Special Charges estimated on the PO, returns, and corrections of receipts

•         Paid Invoices

•         Batch ingredient consumption and resource usage

•         Opening inventory balances

•         Cost overheads

•         Cost adjustments

•         General Ledger Expense allocations for indirect overheads

•         All material transactions including internal order receipts

OPM also captures freight and special charges on a purchase order.

Allocating General Ledger expense is a method by which you can distribute the indirect expenses of manufacturing (such as administrative and general expenses) to item costs.

The balances in the expense accounts are distributed to item(s) based on either fixed percentages or dynamically derived using other General Ledger account balances, for example, statistical balances that track the item quantities or resource usages.

For Actual Cost Methods, you can establish a variety of actual cost calculations based on the raw material calculation type you associate with the cost method and the production calculation type. There are 15 different possible combinations in OPM (note the discussion for the Raw Material Calculation Type field). With the lot cost support an Actual Cost method can be defined as a Lot Cost method.

Updates to the general ledger are made using the cost method defined on the Fiscal Policy window regardless of the cost type. The description for the cost type you specified displays automatically.

Raw Material Calculation Type

You can only access this field if you are defining the Actual Costing method in the Cost Type field. Indicate the type of raw material cost calculations that will occur for this actual costing method. The valid options are listed as follows:

• Period moving average cost (PMAC)
• Period weighted average cost (PWAC)
• Perpetual weighted average (PPAC)
• Last transaction (LSTT)
• Last invoice (LSTI)

The type descriptions (shown in parentheses) are abbreviations for these calculation types. The lookup displays both the calculation type and the abbreviation. Required.

Product Calculation Type

You can only access this field if you are defining the Actual Costing method in the Cost Type field. If you want OPM to derive actual costs for product components, indicate the type of calculations it should perform. The valid options are listed.

• Period moving average cost (PMAC)
• Period weighted average cost (PWAC)
• Perpetual weighted average (PPAC)

The type descriptions (shown in parentheses) are industry standard abbreviations for these calculation types; the lookup displays both the calculation type and the abbreviation.

Step3: Defining Cost Calendars

You maintain costs by defining the costing calendars. A cost calendar can be shared across multiple cost types and legal entities. A cost calendar can span multiple years.

OPM financial >setup > cost calendar   

For each costing calendar, you can define an unlimited number of costing periods. Each period is assigned a period status to indicate costing activity that is permitted.

• Never Opened - the period was never opened, you cannot establish costs or run any cost processes in a never opened period.

• Open - all activity is allowed.

• Frozen - no updates can be made for existing items (however, new item costs can be entered or calculated and their costs updated).

• Closed - no activity is performed in a closed period. Periods cannot be reopened for costing activity once they are closed.

The costing calendar is completely separate from the fiscal calendar and the periods therein. Cost Calendars support multiple legal entities and cost type. You cannot assign two calendars to the same legal entity and cost type combination for the same time period. For example, if you define a cost calendar called FY06 - monthly calendar for the year 2006 and assign to a Legal Entity and cost type, you cannot assign another cost calendar, Q06 - quarterly calendar for year 2006, to the same Legal Entity and cost type combination.

If you are using the Period Moving Average Cost, then use the same start and end dates for the period as the fiscal financial calendar defined for your Legal Entity's Primary Ledger in GL.

The Cost Calendars window supports multiple languages (MLS enabled). When you call this window, the Globe icon is enabled. If you have multiple languages installed, then use the option to add the calendar description in any of the installed languages.

Defining Cost Component Classes

The unit cost of an item is usually broken down into several buckets that can be attributed to the various sources that form the basis of the cost, for detailed tracking and analysis purposes. Cost Component Classes are used to identify the individual buckets or component costs that make up the total cost, for example, direct material costs, freight costs, labor costs, production or conversion costs and so on. Any number of cost component classes can be defined and used to break down the item costs. The cost component classes are classified into 5 different elements or usages: Material, Resource, Overhead, Expense Allocation and Standard Cost Adjustment types.

Costs from several ingredients, routings, overheads, and allocations can be summarized into one or more component classes.

OPM financial >setup > cost component class

1.        Navigate to the Cost Component Classes window.

2.        Enter the code to identify the Component Class. For example, enter DRYMAT for raw materials, or SOLMAT for solutions. Required

3.        Enter a Description for the component class. For example, enter Raw Materials or Solutions. Required

4.         You have the option of building component class association hierarchies for reference and reporting purposes. The Primary Component Class indicates the primary cost component class with which the component class you are defining now is associated. The default is the class code you specified in the Component Class. You can change the entry.

5.        Component Group is an optional entry that lets you further group the component classes for analysis and reporting purposes.

6.        Usage indicates if this cost component classification is being entered for use as a material, overhead, resource, or expense detail from routings. Select one of the following values (Required):

a.       Material

b.      Resource

c.        Overhead

d.     Expense Allocations

e.      Std Cost Adjustment

Once you set the usage indicator for a component class, it cannot be changed after costs have been defined using this component class.

Once costs have been created or calculated using a component class, the usage cannot be changed.

7.         Enter the Sort Sequence for the component class. It indicates the order in which component classes displays on forms and reports. 1 is the first or top line and 2 indicate the second line, and so on. A zero (0) lets the application to determine the sort order. Required.

8.        Product Cost Calculation indicator lets you flag those component costs to be excluded from the Cost Rollup process. Certain identifiable costs (for example, transfer costs) are for specific ingredient items, and are not required to be rolled up into the products. The valid values are:

a.      Include in Product Cost Calculation

b.      Exclude From Product Cost Calculation

Select Exclude From Product Cost Calculation if this is a non-product cost component class. The default, Include in Product Cost Calculation, applies if the component class must be included. This flag is not applicable for Lot Cost.

9.        Valuation Option indicator lets you identify whether the component class must be used for valuing inventory or not. The valid values are:

a.      Will be used for inventory valuation

b.      Will not be used for inventory valuation

10.     The valid values for Purchase Price Variance are:

a.      Include in Purchase Price Variance Calculation

b.      Exclude from Purchase Price Variance Calculation

Select the Include in Purchase Price Variance Calculation option (default), if the cost for this component class is used in calculating the inventory valuation for purchase price variance (PPV). Select the Exclude from Purchase Price Variance Calculation option, if the component class must not be used in PPV calculations.

To process indirect component for standard costing:

Overheads

Resources

1.        Navigate to the Component Classes window.

2.         Choose Standard Cost Adjustment for Usage.

3.         After completing the Cost Component Classes window, open the Item Costs window by selecting Item Costs from the Inquiries menu.

4.         Complete the Item Costs window. Enter the unit cost reflecting the revision or adjustment indicated on the Cost Component Classes window. See: Item Costs.

5.        When you add a new cost, it is recommended that you perform a cost rollup and cost update to calculate the revised unit cost and process the GL financial cost, respectively. See: Cost Rollup and Cost Update.

Indirect Component Processing for Standard Costing

When standard costs are used, you can update adjustments or indirect components of standard product costs separately without defining formula routings and/or overhead details. You can identify the standard indirect cost component, update non-direct materials and resources within production batches, and reconcile "batch close" variance at the close of a production batch.

Defining Cost Analysis Codes

An individual component cost identified by a particular cost component class can be further broken down using cost analysis codes for more granular tracking of costs. The cost analysis codes are used to group component costs from multiple cost component class types to provide an alternate view of the total cost. For example, you can define direct or indirect analysis codes for each cost component

OPM financial >setup > analysis codes

1.        Navigate to the Cost Analysis Code window.

2.        Enter the Code to identify the cost analysis type. For example, DIR for Direct Costs, or IND for Indirect Costs. Required

3.        Enter a Description for the analysis code. For example, enter Value Added or Non-value Added. Required

Defining Fiscal Policies

The Fiscal Policy options define the Legal Entity-wide parameters that determine the cost type that will be used for inventory valuation, the default material and overhead cost components and analysis codes for actual cost processing, additional cost types used for costing simulations

Following are the procedures to establish fiscal policy options. The "Event Fiscal Policies" and "Assign Additional Ledger Valuation Methods" topics provide more details on setting up additional details for a Legal Entity.

OPM financial >setup> lot cost >Fiscal policy

1.        Navigate to the Fiscal Policies window.

2.        Enter the Legal Entity name for which you are defining fiscal policy options. Require

3.        Enter the name of the default Ledger for this fiscal policy company.

4.        Displays the Base Currency code for this company.

5.        Enter the cost type to use for inventory valuation in Valuation Method.

6.        Indicate if the fiscal policy is based on costs from the previous cost period or the current period in Cost Basis.

Default Material Component

7.        Enter the default material component that identifies the cost component to be applied to the fiscal policy in Component Class. Required

8.        Enter the code that identifies the cost Analysis Code to be applied to the fiscal policy

Default Overhead Component:

1.        Enter the default overhead component that identifies the cost component to be applied to the fiscal policy in Component Class. Required

2.        Enter the default overhead Analysis Code that identifies the cost analysis code to be applied to the fiscal policy

NOTE: Till up to now we have made OPM org and defined the related and necessary setup in OPM Financials. Now we shall proceed to product development Where we will  be able to incorporate formulas, routings  and recipes.

Setting up Parameters

Set up Oracle Process Manufacturing (OPM) Product Development parameters in the Product Development Security Manager responsibility. You can set up parameters for new organizations, or query and modify parameters for existing organizations.

Parameter values can vary by organization. These parameters control various functions in the Product Development application. For example, if version control for formulas is enabled for organization PR1, then at the point of saving a formula, the application checks the formula organization to determine whether or not to apply version control rules. Organization PR2 can have a different setting for formula version control.

Product development security manger > Organization parameter

1.      Navigate to the Product Development Parameters window.

2.      Enter Organization as the context inventory organization.

3.      Organization Type is:

a.       Plant for a manufacturing facility.

b.      Laboratory for a research or lab facility.

NOTE:   First of all these parameters are set for all the organizations then these are defined for individual OPM orgs. As shown in the below screen shots

Formula

1.      Enter Allow Zero Ingredient Quantity as:

a.      No to specify you cannot enter ingredients with zero quantity. An error displays when a zero ingredient quantity is entered. Default

b.      Yes to specify possible entry of a zero ingredient quantity.

c.       Allow with warning to specify entry of a zero ingredient quantity with a warning message displayed. If you accept the warning, then you can proceed.

2.      Enter Byproduct Active as:

a.      Yes to specify you can access the By-Products window. Default.

b.      No to specify you cannot access the By-Products window

3.      Enter Default Consumption/Yield Type as:

a.      Automatic By Step for automatic consumption of ingredients and automatic yield of products and byproducts as each step is completed. Default

b.      Manual for ingredients to default to manual consumption and inserted products and byproducts to default to manual yield.

c.       Incremental for inserted items to default to incremental consumption or incremental yield.

4.      Enter Default Formula Status as:

a.      New to make changes at any time, assuming you have security access. Default.

b.      Approved for Laboratory Use for use in laboratory batches and cost rollups for the laboratory.

c.       Approved for General Use for use in production batches.

d.     On Hold to specify the object cannot be used until the status is changed.

e.      Frozen to prevent any further changes to the object and any dependent data.

f.        Obsolete/Archived to specify the object can no longer be used unless the status is changed.

5.      Enter Formula Security for Lot Genealogy as:

a.      No to specify formula security rules are not enforced in lot genealogy. Default.

b.      Yes to specify formula security rules are enforced in lot genealogy.

6.      Enter Mass UOM as:

a.      MASS to specify use of the mass unit of measure type when item quantities are converted to a common unit of measure for scaling, theoretical yield, and total output quantity. Default

b.      Another valid unit of measure type for conversion purposes. Set up this unit of measure type.

7.      Enter Material Release Type as:

a.      Automatic when ingredients quantities are consumed automatically.

b.      Manual when ingredient quantities are consumed manually.

c.       Incremental when ingredient quantities are backflushed by incremental backflushing.

d.     Automatic by Step when ingredient quantities are consumed automatically as the step is released.

8.      Enter Version Control as:

a.      No to specify version control is not active for formulas. Changes can be made to an existing formula without the need to change its version. Default

b.      Yes to specify full version control is active for formulas. Changes made to a formula require a new version. This excludes changes to formula status, mark for purge, and the Undelete functionality.

c.       Optional to specify version control is discretionary for formulas. You can create a new version when you update an existing version.

9.      12. Enter Volume UOM as:

a.      VOL to specify use of the volume unit of measure type when item quantities are converted to a common unit of measure for scaling, theoretical yield, and total output quantity.

b.      Another valid unit of measure type for conversion purposes. Set up this unit of measure type.

10.  13. Enter Yield UOM as:

a.      MASS to specify use of the mass unit of measure type when item quantities are converted to a common unit of measure for scaling, theoretical yield, and total output quantity. Default

b.      VOL to specify use of the volume unit of measure type when item quantities are converted to a common unit of measure for scaling, theoretical yield, and total output quantity.

c.       Another valid unit of measure type for conversion purposes. Set up this unit of measure type.

NOTE:   Same will be incorporated for OPM orgs separately as shown in the following Screen Shot, however here the check boxes of plant and Laboratory should be checked

Operation

1.       Enter Default Operation Status as:

a.      New to make changes at any time, assuming you have security access. Default.

b.      Approved for Laboratory Use for use in laboratory batches and cost rollups for the laboratory.

c.       Approved for General Use for use in production batches.

d.     On Hold to specify the object cannot be used until the status is changed.

e.      Frozen to prevent any further changes to the object and any dependent data.

f.        Obsolete/Archived to specify the object can no longer be used unless the status is changed.

2.      15. Enter Version Control as:

a.      No to specify version control is not active for operations. Changes can be made to an existing operation without the need to change its version. Default

b.      Yes to specify full version control is active for operations. Changes made to an operation require a new version. This excludes changes to operation status, mark for purge, and the Undelete functionality.

c.       Optional to specify version control is discretionary for operations. You can create a new version when you update an existing version.

NOTE:   Same will be Defined for Separate OPM orgs as shown below

Routing

1.      Enter Default Routing Status as:

a.      New to make changes at any time, assuming you have security access. Default.

b.      Approved for Laboratory Use for use in laboratory batches and cost rollups for the laboratory.

c.       Approved for General Use for use in production batches.

d.     On Hold to specify the object cannot be used until the status is changed.

e.      Frozen to prevent any further changes to the object and any dependent data.

f.        Obsolete/Archived to specify the object can no longer be used unless the status is changed.

2.       Enter Step Release Type as:

a.      Automatic to indicate that the step is automatically released or completed when subsequent steps are released or completed.

b.      Manual to indicate that the step is released manually.

3.      Enter Enforce Step Dependency as:

a.      No to specify step dependency is not enforced. Default.

b.      Yes to specify step dependency is enforced.

4.      Enter Version Control as:

a.      No to specify version control is not active for routings. Changes can be made to an existing routing without the need to change its version. Default

b.      Yes to specify full version control is active for routings. Changes made to the routing header or organization specific details require a new version.

c.       Optional to specify version control is discretionary for routings. You can create a new version when you update an existing version.

NOTE:   Same will be applied for other OPM Orgs separately as shown below

Recipe

1.      Enter Default Recipe Status and Default Validity Rule Status as follows:

a.      New to make changes at any time, assuming you have security access. Default.

b.      Approved for Laboratory Use for use in laboratory batches and cost rollups for the laboratory.

c.       Approved for General Use for use in production batches.

d.     On Hold to specify the object cannot be used until the status is changed.

e.      Frozen to prevent any further changes to the object and any dependent data.

f.        Obsolete/Archived to specify the object can no longer be used unless the status is changed.

2.       Enter Process Instruction Paragraph as:

a.      NULL if the process instruction paragraph is not used. Default.

b.      A user-defined paragraph code to define process instruction entry using the standard Text Editor functionality. Process instructions entered in the Recipe Designer are stored against this paragraph code.

3.      Enter Recipe Type as:

a.      Master to indicate that the default recipe type is process cell specific. Master recipes define exactly how a product is made in a specific process manufacturing cell.

b.      Site to indicate that the default recipe type is at the site level. There is one site recipe for each site that makes the product, or some portion of the product. A site recipe has the same structure as a general recipe, but may be modified for the local language and unit of measure. It may also be modified to take into account local material availability, or it may only define a part of the general recipe that is actually performed on the site.

c.       General to indicate that the default recipe type is one general recipe for each specific product variation made by a company. It defines, in equipment independent manner, the material and process dependencies required to make a product. The general recipe is usually created during or after the pilot plant scale up of a research and development recipe.

4.      Enter Version Control as:

a.      No to specify version control is not active for recipes. Changes can be made to an existing recipe without the need to change its version. Default

b.      Yes to specify full version control is active for recipes. Changes made to the recipe header or organization specific details require a new version. This excludes changes to alidity rules, step material association, recipe step quantities, customers, recipe status, mark for purge, and the Undelete functionality.

c.       Optional to specify version control is discretionary for recipes. You can create a new version when you update an existing version.

NOTE:   Same will be defined for other OPM orgs as Shown below

Substitution

1.      Enter Default Substitution Status as:

a.      New to make changes at any time, assuming you has security access. Default.

b.      Approved for Laboratory Use for use in laboratory batches and cost rollups for the laboratory.

c.       Approved for General Use for use in production batches.

d.     On Hold to specify the object cannot be used until the status is changed.

e.      Frozen to prevent any further changes to the object and any dependent data.

f.        Obsolete/Archived to specify the object can no longer be used unless the status is changed.

2.      Enter Version Control as:

a.      No to specify version control is not active for recipes. Changes can be made to an existing substitution list without the need to change its version. Default

b.      Yes to specify full version control is active for substitution lists. Changes made to the item substitution list or organization specific details require a new version. This excludes changes to status, mark for purge, and the Undelete functionality.

c.       Optional to specify version control is discretionary for substitution lists. You can create a new version when you update an existing version.

Laboratory

Enter Costing Source Organization as the default organization for least-cost formulation. All process-enabled inventory organizations are available.

Above check will protect the data table visibility at back end. Formula data is visible only in TOAD when this box is check.

OPM- PRODUCT DEVELOPMENT

ATTENTION:

After Deploying all above necessary setup we will be able to incorporate the Formula, Operations, Routing and Recipe. Screen shots of the user related application is as follows.  These are self explanatory so there is no need to explain all these. However these are fully explained in the Product development User guides

Formulator > Setup > Formula Class

Formula Classes group formulas with similar characteristics and requirements for reporting purposes. For example, use a formula class to classify all formulas for ACRYLIC paints, or to classify all formulas for ORGANIC paints. Food seasoning formulas could be grouped under a SEASONINGS class. You specify the formula class on the Formula Details window.

Formulator > Setup > Status Codes

Enter a new Status Code number. The number you enter is sorted into ascending order with the other status codes when you save and reopen the Status Codes window.

Codes entered between any two predefined codes, such as 101 to 199, or 201 to 299 are included in the workflow associated with the predefined status code with the same first digit. For example, if you enter the code 110, it becomes part of the workflow associated to Code 100. If you enter a code number 699, it becomes part of the workflow associated to Code 600. Predefined status codes are shown in a table at the end of this task.

The Enable Version check box determines whether the status code entered is set up for version control. Any modification made to an operation, routing, formula, or recipe while it is set to the status entered in the Meaning field initiates or bypasses activation of a new version depending on the selection you make here, and the value entered for the appropriate version control profile option.

• Select the check box if you want the status code to enable version control when a modification is made to an operation, routing, formula, or recipe. The appropriate version control profile option must be set to Yes or Optional.
• Clear the check box if you want the status code to bypass version control when a modification is made to an operation, routing, formula, or recipe.

Status Details

The Status Details window enables you to enter a target status for a new status code. You can optionally enter rework status, pending status, and assign a workflow indicator.

To enter status details:

1. Enter a Target Status for the new Status Code. This is the code that appears as the destination status on the Change Status window. You have the ability to enter several Target Status destinations for each Status Code. They must be entered on separate lines. Required.

2. Optionally, enter a Rework Status for the new Status Code. The Rework Status code defines the destination for the listed Status Code when it is not accepted and must be reworked.

3. Optionally, enter a Pending Status for the new Status Code. The Pending Status code defines a destination of the listed Status Code when it enters the approval workflow and is pending approval.

4. Select one of the following as Workflow Indicator:
• Enable or Disable Workflow to indicate that the fields listed in the row enable or disable the workflow.
• Workflow Approval to indicate that the fields listed in the row require workflow approval.
• No Workflow Approval to indicate that the fields listed in the row do not require workflow approval.

Formulator > Setup > Recipe Generation

Formula Details

Formula Details: Products

Ingredients

Ingredients:

Operation Details

Operations are a combination of one or more activities performed in a production batch and the resources used to perform those activities. The Operation Details Activities window links operations to activities. Use the Activity Factor and activity-resource association to enter an activity several times within an operation. Activity Factor simplifies data entry of the same activity several times by defining the specific number of times that an activity is performed during an operation. Activity factor is taken into consideration for planning and resource calculation purposes. Display the Operation Activity window to link one or more resources to a single activity. Go to the Operation Activity Line Edit window to edit individual activity lines.

Understanding Sequence Dependent Operations

Sequence dependency indicates that there is an additional setup time required when products are processed through each operation in a specific sequence.

Enter an Activity required for this Operation. A Description of this activity displays.

Enter the Activity Factor to specify the number of times the activity is performed in this Operation.

For example, if a quality test must be performed at the beginning, middle, and end of a mixing time period, rather than defining the activity and associated resources three times, use the Activity Factor or multiplier to indicate the number of iterations for the same activity.

Sequence Dependency is selected when the activity has a sequence dependent setup. It is cleared when there is no sequence dependency.

Enter the Offset Interval as the time delay from the start of the activity to the point where the resource is actually required.

Activity-Resource Details

The Operation Activity window assigns resources to each activity, and lets you edit a resource line once activities are associated with an operation. You access this window when you click Resources on the Operation Details Activities window.

Charge calculates resource usage by capturing the number of passes required to process a step. This is based on the maximum capacity of the step as derived from specific resources used.

Throughput

Process units of measure and usage units of measure are derived from the plant resource if one is defined. You can override these values using this window. A process quantity is converted to an operation process quantity unit of measure if needed.

Process Quantity

This value combined with the Usage quantity defines the usage rate. For example, if a resource can mix 200 gallons per hour, enter 200 as the Process Quantity, 1 as the Usage, and the unit of measure for hours.

Scheduling Information

• Select Auxiliary for resources that work as companions with the primary resources to perform an activity in the Operation. These resources do not affect the rate of the Operation. For example, a primary resource in a mixing activity is a mixer with a throughput rate of 100 gallons per hour. An auxiliary resource is the worker who operates the mixer. No matter how fast or slow the worker is, the mixer rate remains at a constant 100 gallons per hour.
• Select Primary to indicate that this is the rate determining resource. It limits or determines throughput. It is also referred to as the bottleneck or critical resource. There can only be one Primary per resource.
• Select Secondary to indicate the resource that would replace the primary resource when it is not available. This resource performs the same task as the primary resource. It is unconstrained, and it has usage. The Advanced Planning and Scheduling application does not schedule the secondary resource.

Enter the Count as the number of resources needed for the activity entered. For example, it two blenders are used for mixing, enter a 2 in the count.

Enter the Offset Interval as the time delay from the start of the activity to the point where the resource is actually required.

Scale Type

• Select Proportional Scaling if the resources change in a ratio that is proportional to the quantity of material being processed.
• Select Fixed if the resources do not change, regardless of the quantity of material being processed.
• Select Fixed By Charge if the resources change as a result of the number of charges specified.

Operation Resource Process Parameters

Process parameters are a component of the process instructions necessary to run resources during the batch process. They are usually machines or instruments and are the standard for executing a task. They can be generic or specific. Each industry and company uses different machines and instruments, and there are different requirements for recording process parameters.

A process parameter details information such as temperature, pressure, or time that is pertinent to the product, but does not fall into the classification of input or output. You can use process parameters as set points, comparison values, or in conditional logic.

Parameter Values

The following fields default from the process parameter set up in the planning application:

• Seq is the sequence of the resource process parameter.
• Parameter is the process parameter name. For example, Bath Temperature.
• Minimum is the lowest acceptable value for a numeric range type of process parameter.
• Maximum is the highest acceptable value for a numeric range type of process parameter.
• Units is the unit of measure for the process parameter.

To reset values based on the hierarchy:

You can override certain process parameters at the operation and recipe levels. Click Reset Values to remove overrides set up for a process parameter. The following illustrates how the process parameter is reset.

The hierarchy is:

• Recipe
• Operation
• Default value from the planning application

For example, if the default for a process parameter from the planning application is set to 10, you can override it at the operation level and at the recipe level. The following values are used for illustration:

• Recipe = 20
• Operation = 15
• Default value from the planning application = 10

If you click Reset Values for the process parameter on the:

• Recipe Details window, then the process parameter value changes from 20 to 15, the next step down in the hierarchy.
• Operation Activity Details window, then the process parameter value changes from 15 to 10.

If no override exists at the operation level, and you click Reset Values at the recipe level, then the process parameter value changes to 10, which is the original default value from the planning application.

Routing Details

The Routing Details window enables you to enter the details for a specific routing.

Understanding the Enforce Step Dependency Indicator

When Enforce Step Dependency is selected, several business rules are applied:

• The Release Type field is set to Manual to indicate that the step must be released and completed manually.
• You cannot change the step dependency and step release type at the step level.
• All steps must be completed before you can complete a batch using this routing.
• All steps must be closed before you can close a batch using this routing.
• Business rules validate step start and completion dates and times for appropriate batch step rescheduling.

Routing details:

1. Navigate to the Routing Details window.

2. Enter the code for the Routing. Required.

3. Enter a Routing Version of the Routing. Required.

4. After entering all relevant information and saving the Routing with the default Status of New, return to this window if you need to change Routing Status by selecting Change Status from the Actions menu. Depending on whether Workflow is enabled, a different set of statuses is available.

Select a Status for the Routing you are entering from one of the following:

• Approved for Laboratory Use to indicate that the Routing is approved for laboratory use.
• Approved for General Use to indicate that the Routing is approved for use in production.
• Obsolete/Archived to indicate that the Routing is no longer approved for use and is obsolete, archived, or both.

If Workflow is enabled, when you select:

• Approved for Laboratory Use, Status changes to Request Approval for Laboratory Use until all approvers have accepted the Routing, at which time its Status changes to Approved for Laboratory Use.
• Approval for General Use, Status changes to Request Approval for General Use until all approvers have accepted the Routing, at which time its Status changes to Approved for General Use.

Refer to the Understanding the "Status Approval Workflow" topic for additional information.

5. Enter a Routing Description that briefly describes the Routing. Required.

6. Enter a Class for the Routing to identify how it is categorized. The Class Description assigned to the Class displays.

7. Enter the Valid From date for this Routing. The default date is the current system date. Required.

8. Enter a To date for the expiration of this Routing. If there is no expiration date for this Routing, leave the field blank.

9. Enter the process Quantity for this Routing. This is the total quantity of material for the Routing, and is used to scale individual step requirements. Required.

10. Enter the process Quantity UOM associated with this Routing. The process Quantity UOM must interconvert with the UOM defined for Theoretical Process Loss based on the primary product UOM conversion in the Routing. Required.

11. Enter the Planned Loss for this Routing. This value is expressed as a percent. For example, a loss of 1.304% would be entered as 1.304.

12. The Theoretical Process Loss for this Routing displays. This value is entered on the Theoretical Process Loss window, and is based on the value assigned to the Class associated with this Routing.

13. Enter the Owner to indicate the individual who is responsible for initiating this Routing. Required.

14. Enter the Owner Organization to indicate the plant, laboratory, or other facility that is responsible for initiating this Routing. Required.

15. Enforce Step Dependency is:
• Selected when the routing enforces step dependency.
• Cleared when the routing does not enforce step dependency.

Routing Steps

16. Enter the Step number to associate with an Operation in this Routing. It is recommended that the first number in this sequence be 10, the second 20, and so forth. This enables you to add intermediate steps between 10 and 20 at a later time. Required.

17. Enter the code for the Operation performed in this Routing. Required.

18. Enter a Version number for the Routing. Required.

19. The Description of the Operation entered displays.

20. Enter the Operation Step Quantity as the quantity of material associated with this Step. The UOM for the Step Quantity displays.

21. Min Transfer Qty is for future use by the Oracle Advanced Planning and Scheduling application. It is intended to reduce overall lead times by defining the minimum amount of material that must be produced in a step at a specific production operation and resource before the next operation can begin. This reduces bottlenecks by letting processes transfer an interim quantity of completed material to the next step without the requirement to complete the entire step.

22. Select the Release Type to indicate how the step is released as:
• Automatic if the step is automatically released or completed when subsequent steps are released or completed.
• Manual if the step must be released and completed manually.

All steps are completed if the batch is completed, regardless of the step release type.

23. Save the window.

24. Optionally, click Step Dependencies to display the Routing Step Dependencies window.

25. Optionally, click Edit Operation to display the Operation Details Activities window.

26. Optionally, click Edit Step Line to display Routing Step Line window.

To mark the routing for deletion:

1. Choose Mark for Purge from the Actions menu.

2. The record is marked for deletion.

3. Save the window.

To edit the routing text:

1. Choose Edit Text from the Actions menu.

2. Make the appropriate edits to routing text.

3. Save the window.

To display the Specifications window:

1. Choose Specifications from the Actions menu. The Specifications window displays.

2. Evaluate specifications.

3. Close the window.

 To display the Samples window:

1. Choose Samples from the Actions menu. The Samples window displays.

2. Evaluate the samples.

3. Close the window.

To change the routing status:

1. Choose Change Status from the Actions menu.

2. Change the Current Status displayed by selecting a different Status from the Change Status To list.

3. Click OK.

4. The Routing Details window displays the revised Status for the routing.

To generate step dependencies:

1. Position the cursor in the routing header.

2. Choose Generate Step Dependencies from the Actions menu. A message displays to indicate that the dependencies have been generated.

3. Click OK.

4. Select the dependent Step.

5. Click Routing Step Dependencies. The Routing Step Dependencies window displays. Enter data as described in the "Entering Routing Step Dependencies" topic.

To duplicate a record:

1. Query the Routing Details record you want to duplicate.

2. Choose New from the File menu.

3. Choose Duplicate Record Above from the Edit menu.

4. Enter a new Routing name and Version number.

5. Save the window.

Routing Step Dependencies

The Routing Step Dependencies window enables you to create and modify the interrelationships between routing steps. Step dependencies are those relationships between routing steps that establish whether a specific step can or cannot start until another step is completed. Routing Step Dependencies reduce the routing development time by establishing a default sequence for operation steps during a production run. Step dependencies are implemented at the routing maintenance level to enable automatic step quantity calculation in recipes.

You are able to define new dependencies or delete the ones you do not want. For example, if step 10 is BAKING and step 20 is the COOLING step, then step 10 must be completed before step 20 can begin. By this definition, step 20 is dependent on the completion of step 10. Step dependencies are used to calculate planned start times however, they can be overwritten.

Any previous step must be validated against any routing currently being edited, and it must not be the same as the current step. Avoid defining circular references, for example Step 10 is less than Step 20 is less than Step 10.

Understanding Routing Step Dependency Selections

Step Dependencies are definable as:

• Finish-to-start with no offset, to indicate that a process step begins immediately after the completion of its preceding step. For example, a consecutive addition of ingredients is required without interruption.
• Finish-to-start with positive offset, to indicate that a process step begins a specified period of time after the completion of its preceding step. For example, time is required to rest material before the addition of another ingredient.
• Finish-to-start with negative offset, to indicate that a process step begins a specified period of time before the completion of its preceding step. For example, a production device needs to be activated before the addition of the next ingredient.
• Start-to-start with no offset, to indicate that a process step begins at the same time as the step it depends on. For example, there is a need for simultaneous addition of ingredients without interruption.
• Start-to-start with positive offset, to indicate that a process step begins a specified time after the beginning of its preceding step. This is similar to finish-to-start with negative offset, but by specifying that the dependency is start-to-start, you can ensure the positive offset is maintained if the previous dependent step finishes early.

The offset is defined in the Standard Delay field as a positive or negative number. The application uses step dependencies when individual steps are rescheduled.

Recipe Details

The Recipe Details window enables you to enter the details for a specific recipe. A Plant or a Laboratory can be associated with all the materials and resources required to make a product at the recipe level. One or more customers can be associated to the recipe for informational purposes.

Prerequisites

·         Optionally, enter and save operations.

·         Optionally, enter and save routings.

·         Enter and save formulas.

·         Set up the default Organization.

·         Set up the GMA: Default Organization profile option.

Understanding Step Quantity Calculations

When you select the calculate Step Qty indicator on the Recipe Details window, the application checks to determine if there are proper step quantity material associations. You must use a routing. Step and material associations must be made. If any of these associations are defective, then you receive an error message. When you use the Automatic Step Quantity Calculation, it checks quantities in each step to verify that material is available to pass into and out of each step. The quantity of material for a particular step is dependent on the quantity of material that passes into or out of it. The input material can be either the ingredient that is injected directly into the step, or it can be the output of preceding steps. Output is represented typically by co-products or byproducts.

To enter recipe details:

1. Navigate to the Recipe Details window.

2. Enter the code for the Recipe to be entered.

3. Enter a Version of the Recipe.

4. Enter a Description for the Recipe.

5. After entering all relevant information and saving the Recipe with the default Status of New, return to this window if you need to change Recipe Status by selecting Change Status from the Actions menu. Depending on whether Workflow is enabled, a different set of statuses is available.

Select a Status for the Recipe you are entering from one of the following:

• Approved for Laboratory Use to indicate that the Recipe is approved for laboratory use.
• Approved for General Use to indicate that the Recipe is approved for use in production.
• Obsolete/Archived to indicate that the Recipe is no longer approved for use and is obsolete, archived, or both.

If Workflow is enabled, when you select:

• Approved for Laboratory Use, then Status changes to Request Approval for Laboratory Use until all approvers have accepted the Recipe, then its Status changes to Approved for Laboratory Use.
• Approval for General Use, then Status changes to Request Approval for General Use until all approvers have accepted the Recipe, then its Status changes to Approved for General Use.

Recipe status cannot be changed to an approved status if the formula and routing are not yet approved. For example, the formula and routing must be approved for General Use before the recipe status can be changed to Approved for General Use. If you change the status of a recipe to Obsolete, Archived, On-hold, or Frozen, validity rules associated to that recipe change to that status.

You can change the status of recipes or validity rules to On-hold or Obsolete even if they are used in batches as long all these batches are closed or cancelled.

6. Enter the main Product for the Formula associated with this Recipe. If you enter a new Recipe, enter the Formula to fill this field automatically.

7. The Output Quantity displays the sum of all materials. UOM indicates the unit of measure for the Formula associated with this Recipe.

8. Enter the Formula number for the Recipe. Required. Once a recipe is saved, this field cannot be edited. You cannot use an inactive Formula in a recipe. The formula Version displays. Required.

9. Creation Organization displays the organization code for the initial Owner. This field is not updateable for an existing Recipe. Required.

10. Enter a Routing number for the Recipe. A routing can be added to an existing Recipe. The Version for the Routing entered displays.

11. Theoretical Process Loss displays the hypothetical loss of process material associated to a routing as a percentage. If no routing is associated to a recipe, or if no routing class is associated to a given routing, and no Process Loss is defined for that routing, this field is blank.

12. Enter the Planned Process Loss as the loss of process material observed during production of a batch using the recipe. If no value is entered in this field, it defaults to the Theoretical Process Loss. You can change this value on a New or existing recipe.

13. Total Output Qty displays with its UOM.

14. Enter the Laboratory that has current ownership of the recipe. This is a Folder field.

15. Enter the Owner Organization. This field is the default organization for the Owner of the Recipe. In order for you to enter or edit information for the Recipe, you must have an association with this organization and permission to access and change this field. Required.

16. Enter the Owner of the Recipe. The Owner name must be a valid User name. This field defaults to the current User. Required.

Note: You must enter all information on this window before you select the Calculate Step Qty check box.

17. The Calculate Step Qty check box indicates whether you want to enter step quantities manually or have the application calculate them for you.
• Select the Calculate Step Qty check box to enable the application to calculate step quantities automatically. Quantities are based on the amount of materials that go into and out of each supported step. Step Quantity fields cannot be entered after you select the check box. You must associate all items marked as contributing to step quantity to specific Steps on the Recipe Step/Material Association window.
• Clear the Calculate Step Qty indicator to enter step quantities manually. Step quantities are calculated using routing step quantity, total output quantity of formula, and routing header quantity.

Plant/Laboratory

18. The following fields are display only:
• Organization displays the Organization code that the Process Loss is being defined for. This must be a plant or a laboratory. Required.
• Organization Name displays a description of the plant or laboratory.
• Type indicates whether this is a plant or a laboratory.
• Process Loss displays the material that is lost through the process. This field is blank if you did not enter a Routing. This field allows you to override the default Process Loss.

Customer

19. Enter the Customer number. Required.

20. Name indicates the name of the Customer associated with the Customer number entered.

Step Quantity

If a routing has not been entered, this region is not available. If you calculate step quantities in the Automatic Step Quantity Calculation, the Step Material Associations need to be entered.

21. Step indicates the step number associated with the listed Operation in the displayed Routing. Steps cannot be added or deleted here. However, if a step is deleted in the base routing used for this Recipe, and the Step field is overwritten, you must choose Delete from the Edit menu to delete the orphaned Step. Charges are calculated for each Step displayed. You can associate text with each Step.

22. Operation displays the operation associated with the Step. The operation Version and Description are displayed.

23. Step Quantity indicates the default quantity of material associated with the Step. The UOM for the Step Quantity displays. You can enter a new value in the Step Quantity field if you do not use the Automatic Step Quantity Calculation. If Automatic Step Quantity Calculation is used, this field is not enterable. Required if the Step is associated to material, and you are not using Automatic Step Quantity Calculation. Required.

24. Charges displays the total calculated charges for the step. Charges are the number of times the Operation must be performed to complete the Step for the specified Step Quantity. For example, a mixer that holds 50 kg would require two charges to process 100 kg of material. Charges are calculated from the smallest minimum capacity for all resources in the Step.

25. Optionally, click Organization Details to display the Recipe Organization Details window.

26. Optionally, click Validity Rules to display the Recipe Validity Rules window.

27. Optionally, click Step/Material Association to display the Recipe Step/Material Association window.

28. Save the window.

To mark a recipe for deletion:

1. Choose Mark for Purge from the Actions menu.

2. The record is marked for deletion.

3. Save the window.

 To copy a recipe:

1. Select the Recipe to copy.

2. Choose Copy from the Edit menu. Copying a recipe creates a new recipe. All header fields in the the new recipe are editable. You must change the recipe number or recipe version in the copied recipe before saving it. Duplicate recipe names are not allowed. The current Owner and Organization are assigned to the new recipe. Recipes that have been marked for deletion cannot be copied.

3. Click OK.

 To edit text:

1. Choose Edit Text from the Actions menu.

2. Enter appropriate text.

3. Save the window.

Duplicating a Recipe

You can duplicate a recipe, routing, and validity rules from an existing record. If you change the routing end date prior to saving the record, then the application checks the routing end date against the validity rule end date. If the validity rule end date is greater than the routing end date, or blank, then the application assigns the value of the routing end date to the validity rule end date.

 To duplicate a recipe:

1. Query the Recipe Details record to duplicate.

2. Choose New from the File menu.

3. Choose Duplicate Record Above from the Edit menu.

4. Enter a new Recipe name and Version number.

5. Save the window.

 To display the Formula Details window:

1. Choose Formula from the Actions menu. The Formula Details window displays.

2. Close the window.

To display the Routing Details window:

1. Choose Routing from the Actions menu. The Routing Details window displays.

2. Close the window.

 To display the E-Record Details window:

1. Choose E-Record Details from the Actions menu. The E-Record Generic Query displays if this option is implemented in your application.

2. Refer to "Appendix D Oracle E-Records Events in Product Development" for information on e-records.

3. Close the window.

To display the Specifications window:

1. Choose Specifications from the Actions menu. The Specifications window displays.

2. Evaluate specifications.

3. Close the window.

To display the Samples window:

1. Choose Samples from the Actions menu. The Samples window displays.

2. Evaluate the samples.

3. Close the window.

Recipe Step/Material Association

The Recipe Step/Material Association window displays all items from the recipe formula and lets you associate these items with specific routing steps.

Minimum Transfer Quantity (MTQ) has a restriction on the gap between the time that the MTQ is yielded for the item, and the start of the next routing that involves that item. The gap is defined with a minimum and maximum value based in the TIME unit of measure for hour. When calculating the gap, the minimum value creates the gap, and the maximum value limits the duration of the gap between the routing and the MTQ yield point. This MTQ calculation can be added for all products of a recipe.

Minimum and maximum values are optional, and blank values represent an infinite gap between the manufacturing processes:

• If you enter the minimum value only, then a specific gap must exist between the MTQ time point and the next routing for the item. However, the end of the gap is infinite.
• If you enter both minimum and maximum values, then the gap is fixed and requires the next routing to start in the defined period after the MTQ time point.

Minimum delay and maximum delay represent this gap. The values for these can never be negative, and the minimum must always be less than or equal to the maximum value. The entry of an MTQ for any of the products is not required. Blank value for MTQ implies the full quantity must be yielded before the next routing can start.

Prerequisites

·         Enter and save recipes.

·         If the Automatic Step Quantity Calculation is used:

A routing must be associated with the recipe.

Each item marked as contributing to step quantity must be associated with a step, and have a conversion specified between the standard mass unit of measure and standard volume unit of measure.

·         All operations must use a mass or volume unit of measure.

To display recipe step/material associations:

1. Navigate to the Recipe Step/Material Association window.

2. The following fields are display only:
• Formula displays the formula used in a recipe with the Version and Formula Description.
• Routing displays the routing used in a recipe with the Version and Routing Description.

Associations

• Step displays the step number associated with the listed Operation in the displayed Routing. You cannot add a Step to a routing on this window. You must do this on the Routing Details window. Required.
• Maximum Delay displays the delay offset in hours. This is a restriction on the gap between the point in time that the minimum transfer quantity is yielded for the item and the start of the next routing involving the item. If the maximum delay is set, then the material must be used before this delay. For future use by the Oracle Advanced Supply Chain Planning application.
• Minimum Delay displays the Minimum Delay offset in hours. This must be less than or equal to the Maximum Delay. For future use by APS.
• Item Description displays the descriptions each product, byproduct, or ingredient listed.
• Line Unit of Measure displays the unit of measure for each product, byproduct, or ingredient listed.
• Minimum Transfer Quantity displays the minimum quantity of product needed to yield a partial quantity before the next routing can start. For future use by APS.
• Operation displays the operation associated with the Step. The operation Version displays.
• Step Qty displays the default quantity of material associated with the Step. The UOM for the Step Quantity displays.
• Line displays the line number for each product, byproduct, or ingredient listed. Required.
• Item displays the code associated with each product, byproduct, or ingredient listed.
• Type displays the type of Line associated in the Step as a product, byproduct, or ingredient.
• Item Qty displays the Quantity of product, byproduct, or ingredient yielded by the listed Formula.
• Line UOM displays the unit of measure for the Item Quantity.

3. Close the window.

   Editing the association of materials and steps:

1. Enter the Step from the LOV. Required.

2. The following fields are display only:
• Operation displays the operation associated with the Step. The operation Version is displayed.
• Step Qty displays the default quantity of material associated with the Step. The UOM for the Step Quantity displays.

3. Enter the Line from the LOV. Required.

4. The following fields are display only:
• Item displays the code associated with each product, byproduct, or ingredient listed.
• Type displays the type of Line associated in the Step as a product, byproduct, or ingredient.
• Item Qty displays the Quantity of product, byproduct, or ingredient yielded by the listed Formula.
• Line UOM displays the unit of measure for the Item Quantity.

5. Save the window

Recipe Validity Rules

The Recipe Validity Rules window lets you edit validity rules for a specific recipe. Use this window to apply global or specific organization rules to batches, cost management, planning, or technical data when producing the same product. Validity Rules can be added, updated, or marked for deletion.

Overriding Process Loss Entered at the Routing Level

Process loss is based on the standard quantity entered at the validity rule level. Process loss that is entered at that level overrides the process loss entered at the routing level. Theoretical Process Loss, Planned Process Loss, Step Quantity, and Charges fields display at the validity rule level.

Theoretical Process Loss calculations are also based on the Validity Rule Standard Quantity. If Planned Process Loss is entered on a validity rule, then its value overrides process loss defined at any other level in the routing or the recipe. If a batch is created for a different quantity, then the same rule is applied to calculate the actual Process Loss. Planned Process Loss is compared to the Theoretical Process Loss for the Standard Quantity field on a validity rule. This loss is taken from the Process Loss field for the routing class in order to compute a factor. The Theoretical Process Loss for the batch quantity is multiplied by this factor to compute the actual Process Loss for the batch.

Following are the modifications for the Automatic Step Quantity Calculation, or ASQC:

• If ASQC is not used, then the step quantities displayed initially are based on the routing, as scaled to the Validity Rule Standard Quantity. If step quantities are overridden at the recipe level, then the recipe step quantities are scaled to the Validity Rule Standard Quantity.
• If ASQC is used, then the Step Quantities displayed are based on the formula scaled to the Validity Rule Standard Quantity.

Charges displayed at the validity rule level are based on the step quantities indicated there. Process Execution, Cost Management, Financials, and Planning applications use process loss overrides at the validity rule level.

To edit recipe validity rules:

1. Navigate to the Recipe Validity Rules window.

2. The following fields are display only:
• Formula displays the formula used in the recipe with its Version and Description.
• Routing displays the routing used in the recipe with the routing Version and Description.
• Status displays the Status of the Validity Rule. This field cannot be higher than its associated recipe. For example, a Validity Rule cannot be Approved for General Use until the recipe associated to it is Approved for General Use.

You can change the status of recipes or validity rules to On-hold or Obsolete even if they are used in batches as long all these batches are closed or cancelled.

3. Organization displays the organization that owns this Validity Rule, and the Organization Description. This must be your Plant or Laboratory. You can enter and save a new Organization.

Validity Rule

4. Select Recipe Use as:
• Production for use in production of products.
• Planning for use in planning material consumption.
• Costing for use in establishing costs.
• Technical for use in establishing technical classes and subclasses.

Required.

5. Enter a Product in the Formula for the Validity Rule. The product Description field displays. Required.

6. Enter the Preference number for the Validity Rule. When more than one formula can be used to produce the same product, the Preference field is used to show the Validity Rule that must be used first, second, third, and so forth. Preference defaults to 1. Required.

For example, one formula can be used to produce between 10 and 150 gallons of a product. Another formula can be used to produce between 100 and 1000 gallons of the same product. Since either formula can be used to produce 100 to 150 gallons of material, the Preference field shows the suggested order of use. Lower numbers indicate a higher Preference. The number 1 indicates the highest Preference.

7. Enter the Standard Quantity of product made with this Formula. This quantity is only used for product costing. It does not restrict quantities that can be produced with the Formula. Standard defaults to the quantity provided in the Formula displayed. Required.

8. UOM is the unit of measure for the standard quantity. You can enter and save a different unit of measure. Required.

9. Enter the Minimum quantity of product that can be made using the Formula. Minimum defaults to 1. Required.

10. Enter the Maximum quantity of product that can be made using the Formula. Required.

11. Theoretical displays the theoretical process loss based on the Validity Rule Standard Quantity.

12. Enter the Planned process loss. This overrides planned process loss entered at the routing level.

13. Enter the From date as the date the Validity Rule becomes effective. The date must be within the effective date for any routing associated to the recipe. Required.

14. Enter To date as the date to stop using the Validity Rule. This is an optional field and must be left blank if no expiration date is defined for the Validity Rule.

Step Quantity

15. The following fields are display only:
• Step displays the step number associated with the operation displayed.
• Operation indicates the operation associated to the step. The operation Version displays.
• Description indicates a description of the operation.
• Step Quantity and its UOM indicates the quantity processed by the routing step and the unit of measure of the step quantity.
• Charges indicates the total calculated charges for the step.

16. Save the window.