Make to Order(Process

Manufacturing)
Demo Script (Internal)

Copyright © Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing)

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 Table of Contents

Make to Order
Purchase to Pay with Acquisition Costs (Process Manufacturing) [EDUM0062] 05-Nov-2004..............1
Purchase to Pay with Acquisition Costs (Process Manufacturing).............................................................................1
Create a New Lot for OPM Item.................................................................................................................................2
Verify/Open AP Accounting Period...........................................................................................................................4
Verify/Open AP Accounting Period...........................................................................................................................5
Start Demo From adsweb............................................................................................................................................6
Start Demo From adsweb............................................................................................................................................7
Start Demo From adsweb............................................................................................................................................9
Start Demo From adsweb..........................................................................................................................................10
Flowchart..................................................................................................................................................................12

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Make to Order (Process Manufacturing)

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Make to Order (Process Manufacturing)
Document Control

Date Owner App Version Change Reference

Release
03-Mar-2009 Shailendra 12.1.1 v1.0 Reviewed Jason’s script and scripted as per
Naithani Tutor Author
19-Mar-2009 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)

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Define Make to Order Rules
Define Make to Order Rules
1. Log into Oracle Applications Portal

Field Value
Username process_ops
Password Welcome
Responsibility Production Supervisor

2. 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

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Make to Order (Process Manufacturing)

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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

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Make to Order (Process Manufacturing)

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Setup Profile Options
Verify/Setup Profile Options
4. Switch Responsibility to System Administrator

• (I) Switch Responsibility

Field Value
Responsibility System Administrator

5. 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

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Make to Order (Process Manufacturing)

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Setup – Workflow Event & Subscriptions
Setup – Workflow Event & Subscriptions
6. Switch Responsibility

• (I) Switch Responsibility

Field Value
Responsibility Workflow Administrator Web Applications

7. 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
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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

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Make to Order (Process Manufacturing)

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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

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Make to Order (Process Manufacturing)

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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

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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

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Make to Order (Process Manufacturing)

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 • 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.

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Make to Order (Process Manufacturing)

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Flowchart
Start
Start Demo From Review
Define Make to adsweb Reservation
Order Rules (H) http://
Between Batch &
adsweb.oracleads.com S.O.
Log into Oracle (8)
Applications Portal (1) Switch Responsibility
(H) 12.1.1 Launchpad (17)
Setup a new Make to (9)
Order Rule (2) Review reservation
Schedule Process Mfg record between S.O. &
Make to Order Batch (18)
Concurrent request (3)
Enter & Book S.O.
End
Switch Responsibility
(10)
Verify/Setup Profile Create a S.O. Header
Options (11)
Create S.O. Line(s).
Switch Responsibility to (12)
System Administrator Save Order (13)
(4) Book Order & exit from
Review/setup profile form (14)
option (5)

Review Batch
Setup – Workflow Created
Event &
Subscriptions Switch Responsibility
(15)
Switch Responsibility Review Production
(6) Batch Creation
Create/Review workflow Notification (16)
event & subscription for
batch reservation
notification generation
to Cust Serv rep (7)

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Make to Order (Process Manufacturing)

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