OPM Formula (1)

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Formulator and Process Engineer ORACLE APPLICATIONS Jayaraman.N

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OPM Formula Screen Shot Document

Transcript of OPM Formula (1)

Page 1: OPM Formula (1)

Formulator and Process Engineer

ORACLE APPLICATIONS

Jayaraman.N

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Approval Record

S. No. Name Position Date Approved By1.2.3.

Change Record

S. No. Version Updated By Updated Date Remarks1.2.3.4.5.6.

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Table of Contents

1. Overview......................................................................................................................52. Manage Formula..........................................................................................................6

2.1 Define Formula......................................................................................................62.2 Associate Product to a Formula.............................................................................72.3 Associating Ingredients and Byproducts...............................................................8

3. Defining Operations.....................................................................................................94. Manage Routings.......................................................................................................115. Manage Recipes.........................................................................................................13

5.1 Define Recipes.....................................................................................................135.2 Step Material Association....................................................................................145.3 Recipe Validity Rules..........................................................................................15

6. Product Development Workbench.............................................................................177. Discussion on Status Codes.......................................................................................18

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1. Overview

OPM Formulator and Process Engineer are used for defining the formulas, Routings and

Recipes that drive the entire manufacturing processes. Formulas are relationship between

ingredients, products and Byproducts, and their associated quantities. Formulas form the

basis of production. In some cases formulas may be referred as the bill of material

(BOM). Every batch in the Production Management module is based on a formula

defined in the Formula Management module. In addition, the Costing Management (CM)

and the Material Requirements Planning (MRP) modules use formulas. A routing is a

sequenced set of operations that need to be performed to complete a production batch.

The operations are presented in a series of steps that organize these operations into an

orderly set of activities that have individual resources associated to them.

Recipes standardize the structure of all information that describes production of one or

more products. Recipes have:

Formulas, to define the relationship of material resources (products, ingredients,

and byproducts).

Routings, to define the relationships of nonmaterial resources (labor and

equipment operations with activities and their associated resources). Routings are

optional.

Processing instructions that encompass the work instructions needed to produce

the products.

To provide the flexibility to process manufacturers, formulas and routings are built

independently. They are linked using a Recipe that has validity rules. Different formulas

can use the same routing, or one formula can be associated to several different routings.

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2. Manage Formula

2.1 Define Formula

Formulas are lists of ingredients and products, and their associated quantities. Formulas

form the basis of production.

Navigation Path: OPM Formulator > Formulas

Steps:

To Create New Formula: Enter Formula Name (Item code), Version, and Class (optional). Select the check box “Scaling Allowed” if you want to allow scaling and clear the box if scaling is not allowed. SAVE.

To Modify Existing Formula: F11, Enter search criteria, Ctrl + F11, Modify. SAVE.

Fig 2.1: Define Formula

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2.2 Associate Product to a Formula

Navigation Path: OPM Formulator > Formulas

Steps:

Attach Product (FG) on the formula window from LOV. Mention standard quantity for which this formula is created. Define Scale type and Yield type. SAVE.

Fig. 2.2: Associate Product

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2.3 Associating Ingredients and ByproductsNavigation Path: OPM Formulator > Formulas

Steps: Attach Ingredients (RM, PM) on the formula window from LOV. Mention

standard quantity that is used in the formula. Define Scale type and Yield type.

SAVE.Attach Byproduct, if any. Define quantity expected. SAVE. (If formula doesn’t have any

byproduct, skip this step)

Fig. 2.3: Associate Ingredients & Byproducts

Select the Scale Type as:

Fixed if the product is not scalable.

Proportional if the product is scalable.

Select the Yield Type to indicate the type of product yield as:

Automatic when products are yielded automatically when the batch is completed.

Manual when products are yielded manually.

Incremental when product is yielded by incremental backflushing.

Automatic by Step when products are yielded automatically as the step is completed.

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3. Defining Operations

An operation is an ordered set of activities that have to be completed for a predetermined step in a production batch. Resource requirements that are needed to perform these activities are usually specified. You build operations from activities that require resources.

Navigation Path: OPM Process Engineer > Operations

Steps:

Define an Operation name, attach Activities (from LOV), and attach Resources to these Activities. Define Resource throughput and Resource Scheduling information. SAVE.

Fig. 3.1: Defining Operations- Attaching Activities

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Fig. 3.2: Defining Operations- Attaching Resources to Activities

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4. Manage Routings

A routing defines the method or steps that are taken to manufacture that product. Routings consist of operation steps made up of activities.

Navigation Path: OPM Process Engineer > Operations

Steps:

Define a Routing name (Item code), attach Operations (from LOV), and define step dependencies for these Operations. SAVE.

Quantity: This should be equal to Formula quantity, Step Quantity: For each step, quantity entering this step will be manually entered.

To Modify Existing Routing: F11, Enter search criteria, Ctrl + F11, Modify. SAVE.

Fig.4 (a): Defining Routings

To define Step Dependencies, place the curser on the step for which step dependencies are to be defined (On the Routing Window). Click Step Dependencies. Define Steps, Dependency type and Standard Delay. SAVE.

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Fig.4 (b): Defining Step Dependencies

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5. Manage Recipes

To provide the flexibility to process manufacturers, formulas and routings are built independently. They are linked using a Recipe that has validity rules.

5.1 Define RecipesNavigation Path: OPM Process Engineer or Formulator> Recipe

Steps:

Define a Recipes name (Item code), version and description.

Attach (from LoV) Product, Formula and Routing.

Clear “Calculate Step quantity” checkbox (as step quantity is manually entered). Step

quantities default from the default routing steps.

Fig.5.1: Managing Recipes

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5.2 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.

Navigation Path: OPM Process Engineer or Formulator> Recipe

Steps:

F11, Enter search criteria, Ctrl + F11, Click Step Material Association tab.

On the Step field, LoV will show operation steps. Select one step and on the Line field select Item (from LoV) to be associated with this step.

Fig.5.2: Step Material Association

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5.3 Recipe Validity Rules

Validity Rules provide a combination of a quantity of material and an effective date that is used by production, planning, costing, regulatory, or technical in one or more specified organizations.

Navigation Path: OPM Process Engineer or Formulator> Recipe

Steps:

F11, Enter search criteria, Ctrl + F11, Click Validity Rule tab.

Select Organization from LoV. 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.

Fig.5.3: Recipe Validity Rule

Select Recipe Use as:

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Production for use in production of products. Planning for use in planning material consumption. Costing for use in establishing costs. Regulatory for use in regulatory management. Technical for use in establishing technical classes and subclasses.

Define Standard quantity to be used with this recipe. Change status to ‘Approved for general use’. SAVE.

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6. Product Development Workbench

The workbench provides a complete product, production and technical profiling tool that enables user to model a new product and help meet initial product specifications rapidly.

User can view and analyze various Formulas/ Routings in this workbench.

Navigation Path: OPM Formulator, Process Engineer> Formulator Workbench,

Engineering Workbench

Steps:

Open workbench, select the grouping method for Formulas, Routings like plant wise Formulas/Routings, Product specific Formulas/ Routings etc.

Fig.6: Workbench

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7. Discussion on Status Codes

1. Upon creation, by default, the Status for a recipe, formula, routing, operation, or validity rule is assigned the Status NEW.

2. If you choose Change Status from the Actions menu and then select Approved for Laboratory Use, the workflow changes Status to Request Approval for Laboratory Use. Once approved, Status changes to Approved for Laboratory Use.

3. If you choose Change Status from the Actions menu and then select Approved for General Use, the workflow changes Status to Request Approval for General Use. Once approved, Status changes to Approved for General Use.

4. You have the option to assign the Status Obsolete or Archived.

5. An Approved for Laboratory Use status can be assigned these statuses: On Hold Obsolete or Archived

6. An Approved for General Use status can be assigned these statuses: On Hold Frozen Obsolete or Archived

7. A Pending Approval for Laboratory status or a Pending Approval for General Use status can be assigned these statuses:

Obsolete Archived

8. Formulas, routings, operations, recipes, or validity rules that: Fail the approval of Pending Approval for Laboratory Use Status is assigned the

Status Revise for Laboratory Use. Fail the approval of Request Approval for General Use Status is assigned the

Status Revise for General Use.