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Oracle Process

Manufacturing Data Modeling


Release 11i
Student Guide

14746GC10
Edition 1.0
December 2000
M014243

Copyright Oracle Corporation, 2000. All rights reserved.


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Author
Michele-Andrea Fields
Technical Contributors and Reviewers
Leslie Hershey, Ralph Kindred, Glen Ruhl, Bill Stearns

This book was published using:

Oracle Tutor

Table of Contents
Oracle Process Manufacturing Data Modeling...................................................................1-1
Oracle Process Manufacturing Data Modeling....................................................................1-2
Objectives ............................................................................................................................1-3
Agenda.................................................................................................................................1-5
Database and Object Design .................................................................................................2-1
Database and Object Design ................................................................................................2-2
Objectives ............................................................................................................................2-3
Ten Schemas........................................................................................................................2-4
The APPS Schema...............................................................................................................2-5
Table Attributes: OPM Tables.............................................................................................2-6
Table Attributes ...................................................................................................................2-8
Table Attributes: Text_Code ...............................................................................................2-11
Table Attributes: Delete_Mark ............................................................................................2-12
Primary Keys .......................................................................................................................2-13
Indexes.................................................................................................................................2-15
Foreign Keys........................................................................................................................2-16
Surrogate IDs .......................................................................................................................2-17
Sequences ............................................................................................................................2-19
Stored Procedures, Views, and Triggers..............................................................................2-20
Null Columns.......................................................................................................................2-21
Multilanguage Support (MLS).............................................................................................2-22
Multilanguage Support ........................................................................................................2-23
Reading a Technical Reference Manual (TRM) ..................................................................2-24
Reading a TRM ...................................................................................................................2-25
Summary..............................................................................................................................2-30
System Setup ..........................................................................................................................3-1
System Setup .......................................................................................................................3-2
Objectives ............................................................................................................................3-3
Essential System Setup ........................................................................................................3-4
System Administrative Module Tables................................................................................3-5
System Administrative Relationships ..................................................................................3-6
Common Modules Interface ................................................................................................3-7
Data Synchronized to OPM .................................................................................................3-8
Data Synchronized from OPM ............................................................................................3-9
AP FOB Codes ....................................................................................................................3-10
FOB Code Field Mapping....................................................................................................3-11
AP Invoice Terms ................................................................................................................3-13
AP Terms Field Mapping ....................................................................................................3-14
Salesreps ..............................................................................................................................3-15
Salesrep Field Mapping .......................................................................................................3-16
Customers ............................................................................................................................3-17
Customer Field Mapping .....................................................................................................3-18
Vendors................................................................................................................................3-19
Vendor Field Mapping.........................................................................................................3-20
Data Triggered to OPM .......................................................................................................3-21
Data Triggered Over from OPM..........................................................................................3-22
Currency Codes ...................................................................................................................3-23
Currency Code Field Mapping ............................................................................................3-24
Exchange Rate Types ..........................................................................................................3-25
Exchange Rate Type Field Mapping....................................................................................3-26
Exchange Rates....................................................................................................................3-27
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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


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Exchange Rate Field Mapping.............................................................................................3-28


OPM UOM Types................................................................................................................3-29
UOM Type Field Mapping ..................................................................................................3-30
OPM UOM ..........................................................................................................................3-31
OPM UOM Conversions .....................................................................................................3-32
Unit of Measure Field Mapping...........................................................................................3-33
OPM Inventory to Oracle Inventory ....................................................................................3-34
Item Field Mapping .............................................................................................................3-35
OPM Item/Lot Conversions.................................................................................................3-36
Item/Lot Conversion............................................................................................................3-37
Summary..............................................................................................................................3-38
Inventory ................................................................................................................................4-1
Inventory..............................................................................................................................4-2
Objectives ............................................................................................................................4-3
Inventory Management ........................................................................................................4-4
Inventory Module Tables.....................................................................................................4-5
Inventory Relationships .......................................................................................................4-6
Document Types..................................................................................................................4-7
Pending and Completed Transactions..................................................................................4-8
Inventory Setup Data ...........................................................................................................4-9
Inventory Transactions ........................................................................................................4-10
Transaction Flow .................................................................................................................4-12
Pending to Completed Transactions ....................................................................................4-13
Physical Inventory ...............................................................................................................4-15
Physical Inventory Process Flow.........................................................................................4-16
Summary..............................................................................................................................4-17
New Product Development....................................................................................................5-1
New Product Development..................................................................................................5-2
Objectives ............................................................................................................................5-3
Formulas ..............................................................................................................................5-4
Routings...............................................................................................................................5-5
Formula Module Tables.......................................................................................................5-6
Formula Relationships .........................................................................................................5-7
Formula/Effectivity Structure ..............................................................................................5-8
Laboratory Management......................................................................................................5-9
Summary..............................................................................................................................5-11
Quality Management .............................................................................................................6-1
Quality Management ...........................................................................................................6-2
Objectives ............................................................................................................................6-3
Oracle Workflow: Overview................................................................................................6-4
Sample Approval Workflow................................................................................................6-5
OPM Quality Views ............................................................................................................6-6
OPM Quality Sample Approval Workflow .........................................................................6-7
Sample Creation Notification Workflow .............................................................................6-8
Assay Testing Process Workflow ........................................................................................6-10
Sample Disposition Workflow.............................................................................................6-12
Assays and Units of Measure...............................................................................................6-15
Summary..............................................................................................................................6-16
Production Management and Process Operation Control .................................................7-1
Production Management and Process Operation Control ....................................................7-2
Objectives ............................................................................................................................7-3
Production Management ......................................................................................................7-4
Production Batch Cycle .......................................................................................................7-5
Production Module Tables...................................................................................................7-6
Data in Production Management .........................................................................................7-7
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Batch Relationships .............................................................................................................7-8


Batch Type in Production ....................................................................................................7-9
Batch Status .........................................................................................................................7-10
Reversal of Completed Transactions and Audit Trail..........................................................7-11
Process Operations Control Concepts..................................................................................7-13
Process Operations Control .................................................................................................7-14
Important Data in POC ........................................................................................................7-15
Process Operation Control Module Tables ..........................................................................7-16
Batch with POC Relationships ............................................................................................7-17
Summary..............................................................................................................................7-18
Purchase Management ..........................................................................................................8-1
Purchase Management .........................................................................................................8-2
Objectives ............................................................................................................................8-3
OPM Purchasing Flow.........................................................................................................8-5
OPM Purchasing Tables ......................................................................................................8-6
OPM Receiving/Return Tables............................................................................................8-7
Purchasing Integration .........................................................................................................8-8
Purchasing Documents ........................................................................................................8-9
Data Synchronization...........................................................................................................8-12
Data Synchronization through Triggers...............................................................................8-13
Integration Highlights ..........................................................................................................8-14
OPM Purchasing Setup Tables ............................................................................................8-15
PO Synchronization .............................................................................................................8-16
Common Purchasing Tables ................................................................................................8-17
Common Purchasing Triggers .............................................................................................8-20
Key Triggers on Oracle PO Tables......................................................................................8-21
Triggers on OPM Tables .....................................................................................................8-22
Validation Triggers..............................................................................................................8-23
Why Cant I See My PO in OPM? ......................................................................................8-24
Why Cant I See My Receipt Information in Oracle PO? ...................................................8-26
Summary..............................................................................................................................8-27
Order Fulfillment...................................................................................................................9-1
Order Fulfillment .................................................................................................................9-2
Objectives ............................................................................................................................9-3
Order Fulfillment Setup Tables ...........................................................................................9-4
Commission Code Structure ................................................................................................9-5
MLS Setup Tables ...............................................................................................................9-6
Pricing Tables ......................................................................................................................9-7
Tables for Processing and Reports.......................................................................................9-8
Sales Order Processing Flow ...............................................................................................9-9
Customer Master and Related Tables ..................................................................................9-10
Sales Order Transaction Flow..............................................................................................9-11
Order/Shipment Transaction Tables ....................................................................................9-12
Order Profile (+BSO) Tables...............................................................................................9-13
GEMMS Sales Order Processing to Oracle Receivables.....................................................9-14
Tax Tables ...........................................................................................................................9-15
Tax Locations ......................................................................................................................9-16
Summary..............................................................................................................................9-17
Regulatory Management.......................................................................................................10-1
Regulatory Management......................................................................................................10-2
Objectives ............................................................................................................................10-3
Regulatory Setup Tables......................................................................................................10-4
Material Safety Data Sheet (MSDS)....................................................................................10-5
Regulatory Document Tables ..............................................................................................10-6
Regulatory Item Tables........................................................................................................10-8
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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


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Regulatory Label Tables......................................................................................................10-10


Summary..............................................................................................................................10-12

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


iv

Preface
Profile
Prerequisites

Oracle Process Manufacturing Foundation, Release 11

How This Course Is Organized


Oracle Process Manufacturing Data Modeling Release 11i is an instructor-led
course featuring lecture and hands-on exercises. Online demonstrations and
written practice sessions reinforce the concepts and skills introduced.

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


v

Related Publications
Additional Publications

System release bulletins

Installation and users guides

OPM Technical Reference Manuals

read.me files

Oracle Magazine

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vi

Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic

Element
Glossary term (if
there is a glossary)

Example
The algorithm inserts the new key.

Caps and
lowercase

Buttons,
check boxes,
triggers,
windows

Click the Executable button.


Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the
ORD block.
Open the Master Schedule window.

Courier new,
case sensitive
(default is
lowercase)

Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames

Code output: debug.set (I, 300);


Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott

Initial cap

Graphics labels
(unless the term is a
proper noun)

Customer address (but Oracle Payables)

Italic

Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences

Do not save changes to the database.


For further information, see Oracle7 Server
SQL Language Reference Manual.
Enter user_id@us.oracle.com,
where user_id is the name of the user.
Select Include a reusable module component
and click Finish.

Uppercase

SQL column
names, commands,
functions, schemas,
table names

Use the SELECT command to view


information stored in the LAST_NAME
column of the EMP table.

Convention
Arrow

Element
Menu paths

Example
Select File> Save.

Quotation
marks

This subject is covered in Unit II, Lesson 3,


Working with Objects.

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


vii

Brackets

Key names

Press [Enter].

Commas

Key sequences

Plus signs

Key combinations

Press and release keys one at a time:


[Alternate], [F], [D]
Press and hold these keys simultaneously:
[Ctrl]+[Alt]+[Del]

Typographic Conventions in Code


Convention
Caps and
lowercase
Lowercase

Lowercase
italic
Uppercase

Element
Oracle Forms
triggers
Column names,
table names

Example
When-Validate-Item

Passwords
PL/SQL objects

DROP USER scott


IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER
(prod_pie_layer))

Syntax variables

CREATE ROLE role

SELECT last_name
FROM s_emp;

SQL commands and SELECT userid


FROM emp;
functions

Typographic Conventions in Navigation Paths


This course uses simplified navigation paths, such as the following example, to
direct you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:

1.

(N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.

2.

(M) From the menu, select Query > Find.

3.

(B) Click the Approve button.

Notations :
(N) = Navigator
(M) = Menu
(T) = Tab
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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


viii

(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a navigation path convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.

In the navigation frame of the help system window, expand the General
Ledger entry.

2.

Under the General Ledger entry, expand Journals.

3.

Under Journals, select Enter Journals.

4.

Review the Enter Journals topic that appears in the document frame of the
help system window.

Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.
To display help for a current window:
1.

Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames on
the left, and a frame that displays help documents on the right.
The document frame provides information on the window containing the
cursor. The navigation frame displays the top-level topics for your
responsibility, arranged in a tree control.

2.

If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


ix

3.

You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.

Searching for Help


You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, is
returned from your search in the right-hand document frame. Click on whichever
title seems to best answer your needs to display the complete document in this
frame. If the document doesn't fully answer your questions, use your browser's
Back button to return to the list of titles and try another.

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents


x

Oracle Process
Manufacturing Data Modeling
Chapter 1

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Process Manufacturing Data Modeling


Chapter 1 - Page 1

Oracle Process Manufacturing Data Modeling

Oracle
Oracle Process
Process Manufacturing
Manufacturing Data
Data
Modeling
Modeling

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Process Manufacturing Data Modeling


Chapter 1 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Describe
Describe Oracle
Oracle Process
Process Manufacturing
Manufacturing (OPM)
(OPM)
database
tables
database tables
Explain
Explain primary
primary keys
keys and
and foreign
foreign keys
keys

Identify
Identify pending
pending versus
versus completed
completed transactions
transactions
Recognize
Recognize the
the document-based
document-based transaction
transaction
concept
concept
Compare
Compare relationships
relationships between
between OPM
OPM forms
forms and
and
OPM
OPM tables
tables

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Process Manufacturing Data Modeling


Chapter 1 - Page 3

Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Identify
Identify essential
essential table
table relationships
relationships
Describe
Describe shared
shared tables
tables with
with other
other Oracle
Oracle
applications
applications
Specify
Specify reports
reports for
for Discoverer
Discoverer or
or SQL
SQL Plus
Plus

Validate
Validate results
results of
of OPM
OPM functions
functions
Investigate
Investigate performance
performance issues
issues
Address
Address product
product functionality
functionality gaps
gaps
Handle
functionality
gaps
Handle functionality gaps
Investigate
Investigate proposed
proposed interfaces
interfaces
Determine
Determine impact
impact of
of proposed
proposed bolt-ons
bolt-ons

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Process Manufacturing Data Modeling


Chapter 1 - Page 4

Agenda
Agenda
Agenda

Defining
Defining Database
Database and
and Object
Object Design
Design
Reading
Reading aa Technical
Technical Reference
Reference Manual
Manual
Listing
Listing system
system setup
setup
Describing
Describing the
the Inventory
Inventory Module
Module
Explaining
Explaining the
the New
New Product
Product Development
Development Modules
Modules
Understanding
Understanding the
the Quality
Quality Module
Module
Recognizing
results
and
changes
Recognizing results and changes in
in the
the
Production
Module
Production Module
Describing
Describing the
the Purchase
Purchase Order
Order and
and Order
Order
Fulfillment
Modules
Fulfillment Modules
Understanding
Understanding Regulatory
Regulatory Management
Management and
and
Material
Material Safety
Safety Data
Data Sheets
Sheets (MSDS)
(MSDS)

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Process Manufacturing Data Modeling


Chapter 1 - Page 5

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Process Manufacturing Data Modeling


Chapter 1 - Page 6

Database and Object Design


Chapter 2

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 1

Database and Object Design

Database
Database and
and Object
Object Design
Design

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Demonstrate
Demonstrate aa working
working knowledge
knowledge of
of the
the overall
overall
schemas
schemas
Define
Define naming
naming conventions
conventions

List
List common
common table
table characteristics
characteristics
Use
a
technical
reference
Use a technical reference manual
manual

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 3

Ten Schemas
Ten
Ten Schemas
Schemas
Each
Each OPM
OPM application
application has
has its
its own
own schema;
schema; in
in other
other
words,
words, it
it is
is the
the owner
owner of
of all
all of
of the
the database
database objects
objects it
it
uses,
including
tables,
indexes,
and
sequences.
uses, including tables, indexes, and sequences.
GMASystem Administration

GMLLogistics

GMDProduct Development

GMPProcess Planning

GMEProcess Execution

GRRegulatory Management

GMFFinancials

GMWOPM Portal

GMIInventory Management

PMIProcess Manufacturing
Intelligence

Copyright Oracle Corporation, 2000. All rights reserved.

Ten Schemas
A major division of any Oracle database is a tablespace. For example, data and
indexes for the data reside in different tablespaces to allow for performance
tuning through placement in storage media and amounts of storage provided.
Placing the OPM modules in different schemas also provides separate
tablespaces and the enhanced ability to tune applications.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 4

The APPS Schema


The
The APPS
APPS Schema
Schema
The
The Application
Application connects
connects to
to
the
the database
database as
as the
the APPS
APPS
user,
user, which
which recognizes
recognizes all
all
other
application
other application database
database
objects
objects through
through synonyms.
synonyms.

GMI

Though
Though GMI
GMI owns
owns the
the OPM
OPM
Inventory
Inventory tables,
tables, user
user APPS
APPS
has
has full
full privileges
privileges to
to GMI
GMI
tables.
tables.

APPS

GL
PER

All
All packages,
packages, procedures,
procedures,
triggers,
triggers, and
and views
views are
are created
created
in
in and
and owned
owned by
by the
the APPS
APPS
schema.
schema.

Copyright Oracle Corporation, 2000. All rights reserved.

The APPS user is a database sign on account that does not own all the tables of
the applications but uses synonyms to access the objects owned by any of the
schemas.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 5

Table Attributes: OPM Tables


Table
Table Attributes:
Attributes: OPM
OPM Tables
Tables
Table
Table Naming:
Naming: MM_FFFF_TTT
MM_FFFF_TTT
MM
MM == Module
Module
FFFF
FFFF == Object/Function
Object/Function
TTT
TTT == Type,
Type, or
or hierarchy,
hierarchy, of
of information
information stored
stored
(MST,
(MST, HDR,
HDR, DTL,
DTL, CLS)
CLS)
Example:
Example:
ic_item_mst
ic_item_mst .....
..... ic
ic == Inventory
Inventory Control
Control

This
This table
table is
is the
the Item
Item Master.
Master.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 6

Table Attributes: OPM Tables


Table
Table Attributes:
Attributes: OPM
OPM Tables
Tables
Some
Some new
new extensions
extensions to
to basic
basic table
table names
names are:
are:
_TL:
_TL: Translation
Translation involved;
involved; for
for example,
example,
op_text_tbl_tl
op_text_tbl_tl
_VL:
_VL: MLS
MLS view
view
_WK:
_WK: Temporary
Temporary work
work table,
table, as
as in
in indented
indented bills
bills of
of
material
(BOMs)
material (BOMs)
_B:
When
_B:
When aa new
new table
table is
is created
created to
to make
make aa primary
primary
key
key unique,
unique, the
the _B
_B (the
(the base,
base,
non-translateable
non-translateable data)
data) was
was added
added to
to the
the
original
table;
for
example,
op_ordr_typ_b
original table; for example, op_ordr_typ_b
_INT:
_INT: An
An interface
interface table
table that
that holds
holds the
the entries
entries
being
synchronized;
for
example,
being synchronized; for example,
op_cust_mst_int
op_cust_mst_int
_ALL:
_ALL: For
For multiple
multiple organizations
organizations to
to show
show results
results for
for all
all
operating
operating units;
units; for
for example,
example, ap_invoices_all
ap_invoices_all

Copyright Oracle Corporation, 2000. All rights reserved.

Table Attributes: OPM Tables


In Oracle Applications 11i, your system must be appropriate for multiple
organizations.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 7

Table Attributes
Table
Table Attributes
Attributes
In
In addition,
addition, all
all tables
tables contain
contain the
the columns:
columns:
CREATED_BY
CREATED_BY
CREATION_DATE
CREATION_DATE
LAST_UPDATED_BY
LAST_UPDATED_BY

LAST_UPDATE_LOGIN
LAST_UPDATE_LOGIN
LAST_UPDATE_DATE
LAST_UPDATE_DATE

These
These are
are called
called Who
Who columns,
columns, and
and they
they provide
provide
information
information to
to the
the user.
user.
Help
Help >> About
About This
This Record
Record on
on any
any OPM
OPM form.
form.

Copyright Oracle Corporation, 2000. All rights reserved.

Table Attributes
When signed on to an application form with a record retrieved, you can access
who and when information by using the path Help > About This Record.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 8

Table Attributes
Table
Table Attributes
Attributes
Tables
Tables involved
involved in
in concurrent
concurrent processing
processing contain
contain the
the
following
following columns:
columns:
PROGRAM_APPLICATION_ID
PROGRAM_APPLICATION_ID
PROGRAM_ID
PROGRAM_ID

PROGRAM_UPDATE_DATE
PROGRAM_UPDATE_DATE
REQUEST_ID
REQUEST_ID

Copyright Oracle Corporation, 2000. All rights reserved.

Table Attributes (continued)


When a batch approach is used to add or modify table rows, the who and
when information captured is for the batch process and the requestor.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 9

Table Attributes
Table
Table Attributes
Attributes
Many
Many tables
tables also
also contain
contain the
the columns:
columns:
TEXT_CODE
TEXT_CODE

DELETE_MARK
DELETE_MARK
TRANS_COUNT
TRANS_COUNT

Copyright Oracle Corporation, 2000. All rights reserved.

Table Attributes (continued)


TEXT_CODE references text associated with a row.
DELETE_MARK indicates that the row is marked for delete but has not been
physically deleted.
TRANS_COUNT records the number of updates to a row.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 10

Table Attributes: Text_Code


Table
Table Attributes:
Attributes: Text_Code
Text_Code

TEXT_CODE
TEXT_CODE
Links
Links individual
individual rows
rows to
to central
central text
text tables
tables defined
defined
by
module.
For
example,
IC_TEXT_TBL_TL
by module. For example, IC_TEXT_TBL_TL is
is for
for
text
text in
in the
the Inventory
Inventory Control
Control module.
module.
AA numeric
numeric sequence
sequence generated
generated by
by the
the system.
system.

To
To associate
associate text
text with
with an
an item
item definition,
definition, the
the item
item
would
be
stored
in
IC_ITEM_MST,
the
text
would be stored in IC_ITEM_MST, the text in
in
IC_TEXT_TBL,
IC_TEXT_TBL, with
with the
the tables
tables joined
joined by
by the
the
TEXT_CODE
column.
TEXT_CODE column.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 11

Table Attributes: Delete_Mark


Table
Table Attributes:
Attributes: Delete_Mark
Delete_Mark
OPM
OPM deletes
deletes rows
rows logically
logically rather
rather than
than physically:
physically:
Each
Each table
table contains
contains aa column
column named
named DELETE_MARK.
DELETE_MARK.

00 (default
(default value)
value) == not
not deleted
deleted
11 == deleted
deleted

11 created
created by
by using
using Mark
Mark for
for Purge
Purge accessed
accessed from
from
the
OPM
Action
menu
the OPM Action menu
Users
Users will
will not
not see
see these
these rows
rows in
in OPM
OPM sessions
sessions unless
unless
the
the precise
precise key
key values
values are
are typed.
typed.
OPM
OPM also
also provides
provides an
an Unmark
Unmark for
for Purge
Purge function.
function.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 12

Primary Keys
Primary
Primary Keys
Keys

OPM
OPM utilizes
utilizes both
both primary
primary keys
keys and
and indexes.
indexes.
A
A primary
primary key
key is
is one
one or
or more
more columns
columns in
in aa table
table
that
combine
to
make
each
row
unique.
that combine to make each row unique.

Copyright Oracle Corporation, 2000. All rights reserved.

Primary Keys
When first designed, relational databases did not use indexes. Performance
considerations, especially in very large databases, dictated the use of indexes to
achieve acceptable response.
A primary key ensures that there are no duplicate rows in a table with the same
basic identifiers. For example, if a sales order has two lines with the same item
ordered, the primary key needs a distinctive value, which in this case is
line_id not line_no.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 13

Primary Keys
Primary
Primary Keys
Keys
Primary
Primary keys
keys ensure
ensure unique
unique values
values in
in each
each table.
table.
IC_ITEM_MST_PK
IC_ITEM_MST_PK == ITEM_ID
ITEM_ID

This
This keeps
keeps item_id
item_id unique
unique throughout
throughout the
the
database.
database.
SY_ADDR_MST_PK
SY_ADDR_MST_PK == ADDR_ID
ADDR_ID
This
This keeps
keeps each
each address
address unique
unique to
to avoid
avoid
duplicates.
duplicates.

Copyright Oracle Corporation, 2000. All rights reserved.

Primary Keys (continued)


The very definition of a primary key is that it must be unique. This is validated
by the database.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 14

Indexes
Indexes
Indexes

An
An index
index is
is one
one or
or more
more columns
columns from
from aa table,
table, but
but
an
an index
index does
does not
not have
have to
to be
be unique.
unique.
Indexes
Indexes often
often consist
consist of
of surrogate
surrogate columns
columns which
which
may
be
foreign
keys.
may be foreign keys.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 15

Foreign Keys
Foreign
Foreign Keys
Keys
Foreign
Foreign keys
keys ensure
ensure referential
referential integrity
integrity at
at the
the database
database
level,
level, instead
instead of
of just
just adding
adding them
them through
through the
the code.
code.
Examples
Examples of
of foreign
foreign key
key relationships:
relationships:
SY_UOMS_MST_SY_UOMS_TYP_FK1
SY_UOMS_MST_SY_UOMS_TYP_FK1 (UM_TYPE)
(UM_TYPE)

IC_ITEM_CNV_SY_UOMS_TYP_FK
IC_ITEM_CNV_SY_UOMS_TYP_FK (UM_TYPE)
(UM_TYPE)
IC_ITEM_MST_SY_UOMS_MST_FK1
IC_ITEM_MST_SY_UOMS_MST_FK1 (ITEM_UM)
(ITEM_UM)
IC_ITEM_MST_SY_UOMS_MST_FK2
IC_ITEM_MST_SY_UOMS_MST_FK2 (ITEM_UM2)
(ITEM_UM2)

Copyright Oracle Corporation, 2000. All rights reserved.

Foreign Keys
The last two rows above are for two different references from ic_item_mst
to sy_uoms_mst, because with dual units of measure, one item uses two
different units of measure.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 16

Surrogate IDs
Surrogate
Surrogate IDs
IDs
A
A surrogate
surrogate is
is an
an ID
ID or
or identifier
identifier column
column used
used by
by
OPM
OPM to:
to:
Join
Join header
header and
and detail
detail tables
tables

Enhance
Enhance database
database search
search performance
performance (for
(for

example,
example, formula_id).
formula_id).
An
An OPM
OPM table
table may
may use
use IDs
IDs from
from other
other tables
tables (for
(for
example,
example, item_id)
item_id) to
to comprise
comprise an
an index.
index. In
In these
these
cases,
cases, there
there is
is aa foreign
foreign reference
reference to
to another
another table.
table.

Copyright Oracle Corporation, 2000. All rights reserved.

Surrogate IDs
The term surrogate means a substitute for something else. For example, a lot
number or lot number/sublot number combination can be represented by
lot_id, which is a system assigned number. When a sales order line is
allocated to a specific lot/sublot, then lot_id is stored in the transaction,
which allocates the lot to the line.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 17

Surrogate IDs
Surrogate
Surrogate IDs
IDs
Surrogate
Surrogate IDs
IDs are
are controlled
controlled by
by defining
defining them
them as
as
standard
standard Oracle
Oracle sequences.
sequences.
Example:
Example:
You
You add
add aa new
new formula
formula to
to OPM.
OPM. Because
Because there
there is
is aa
formula_id
formula_id column
column that
that is
is defined
defined as
as aa sequence,
sequence,
the
the next
next available
available number
number is
is returned
returned making
making the
the ID
ID
unique.
unique.

Copyright Oracle Corporation, 2000. All rights reserved.

Surrogate IDs (continued)


If a batch process adds a row to a table controlled by a sequence, a call must be
made to a routine to get the next sequence value to store in the new row.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 18

Sequences
Sequences
Sequences
Syntax:
Syntax: select
select sequence_name.nextval
sequence_name.nextval from
from
sys.dual;
sys.dual;
GEM5_CRITERIA_ID_S
GEM5_CRITERIA_ID_S
GEM5_LINE_ID_S
GEM5_LINE_ID_S

GEM5_CYCLE_ID_S
GEM5_CYCLE_ID_S
GEM5_CYCL_ADT_ID_S
GEM5_CYCL_ADT_ID_S
GEM5_CYCL_MSC_ID_S
GEM5_CYCL_MSC_ID_S
GEM5_DOC_ID_S
GEM5_DOC_ID_S
GEM5_ITEM_CDT_ID_S
GEM5_ITEM_CDT_ID_S
GEM5_ITEM_ID_S
GEM5_ITEM_ID_S

GEM5_LOT_ID_S
GEM5_LOT_ID_S
GEM5_PLNTINV_ID_S
GEM5_PLNTINV_ID_S
GEM5_POSTING_ID_S
GEM5_POSTING_ID_S
GEM5_PURGE_ID_S
GEM5_PURGE_ID_S
GEM5_SUMM_INV_ID_S
GEM5_SUMM_INV_ID_S
GEM5_TRANS_ID_S
GEM5_TRANS_ID_S

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 19

Stored Procedures, Views, and Triggers


Stored
Stored Procedures,
Procedures, Views,
Views, and
and Triggers
Triggers

Packages
Packages and
and procedures
procedures
Views
Views

Triggers
Triggers
Stored
Stored code
code and
and OPM
OPM views
views are
are installed
installed and
and owned
owned
by
by the
the APPS
APPS user.
user. The
The application
application accesses
accesses objects
objects
owned
owned by
by other
other application
application schemas,
schemas, so
so references
references
can
can be
be resolved
resolved at
at compile
compile or
or run
run time.
time.
No
No matter
matter which
which applications
applications the
the customer
customer has
has
purchased,
the
entire
database
is
purchased, the entire database is always
always installed.
installed.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 20

Null Columns
Null
Null Columns
Columns

IfIf aa column
column is
is defined
defined as
as NOT
NOT NULL,
NULL, some
some value
value
must
must be
be stored
stored in
in the
the column.
column.

This
This can
can lead
lead to
to scenarios
scenarios in
in which
which zeros
zeros and
and
blank
spaces
are
stored
in
columns.
blank spaces are stored in columns.
Therefore,
Therefore, with
with foreign
foreign keys,
keys, and
and aa primary
primary key
key
defined
defined for
for every
every OPM
OPM table,
table, these
these types
types of
of
values
values cannot
cannot be
be stored
stored according
according to
to data
data
modelling
modelling standards.
standards.
Thus,
Thus, columns
columns that
that store
store optional
optional values
values are
are
defined
defined as
as NULL
NULL (allowing
(allowing Null
Null values).
values).

Copyright Oracle Corporation, 2000. All rights reserved.

Null Columns
The primary impact of null values is to reduce storage and to facilitate writing
retrieval code such as SQL*Plus.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 21

Multilanguage Support (MLS)


Multilanguage
Multilanguage Support
Support (MLS)
(MLS)

OP_PRSL_TYP

OP_PRSL_TYP_VL

OP_PRSL_TYP_B

OP_PRSL_TYP_TL

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Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 22

Multilanguage Support
Multilanguage
Multilanguage Support
Support

The
The _VL
_VL table
table is
is the
the view
view to
to the
the _B
_B (Base)
(Base) and
and _TL
_TL
(Translation)
(Translation) tables
tables
The
The synonym
synonym is
is the
the table
table name
name that
that the
the user
user sees
sees
To
SELECT
from
a
table,
the
results
are
from
the
To SELECT from a table, the results are from the
_VL
_VL
To
To UPDATE,
UPDATE, DELETE,
DELETE, or
or INSERT
INSERT in
in aa table:
table:
The
The _VL
_VL table
table reads
reads the
the command.
command.
The
The _VL
_VL table
table fires
fires aa trigger
trigger called
called aa
table_handler.
table_handler.
The
The _B
_B and/or
and/or _TL
_TL tables
tables are
are modified.
modified.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 23

Reading a Technical Reference Manual (TRM)


Reading
Reading aa Technical
Technical Reference
Reference Manual
Manual
(TRM)
(TRM)

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 24

Reading a TRM
Reading
Reading aa TRM
TRM
A
A TRM
TRM shows
shows table
table details
details including:
including:
Foreign
Foreign keys
keys

Table
Table column
column definitions
definitions
Indexes
Indexes
Sequences
Sequences

Copyright Oracle Corporation, 2000. All rights reserved.

Reading a Technical Reference Manual


Primary keys are indicated in the Column Definitions, as well as in the Index
section.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 25

Reading a TRM
Reading
Reading aa TRM
TRM
Foreign
Foreign keys
keys detail:
detail:
The
The table
table on
on which
which the
the key
key is
is primary
primary

The
The primary
primary column
column name
name
The
The associated
associated foreign
foreign key
key name
name

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 26

Reading a TRM
Reading
Reading aa TRM
TRM
Column
Column descriptions
descriptions detail:
detail:
Each
Each column
column that
that is
is found
found in
in the
the table
table

The
The name,
name, Null/Not
Null/Not Null,
Null, type/format,
type/format, and
and
description
description for
for each
each column
column
Standard
Standard Who
Who columns
columns
Descriptive
Descriptive Flexfield
Flexfield columns
columns
Any
Any valid
valid values
values that
that can
can be
be set
set in
in the
the column
column

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 27

Reading a TRM
Reading
Reading aa TRM
TRM
Indexes
Indexes detail:
detail:
The
The index
index name
name

The
The index
index type
type and
and sequence
sequence
The
The column
column name
name for
for the
the index
index

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 28

Reading a TRM
Reading
Reading aa TRM
TRM
Sequences
Sequences detail:
detail:
The
The name
name of
of the
the sequence
sequence

The
The column
column for
for which
which the
the sequence
sequence was
was derived
derived

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 29

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Demonstrate
Demonstrate aa working
working knowledge
knowledge of
of overall
overall
schemas
schemas
Define
Define naming
naming conventions
conventions
List
List common
common table
table characteristics
characteristics

Describe
Describe database
database features
features used
used in
in controls
controls
Use
Use aa technical
technical reference
reference manual
manual

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Database and Object Design


Chapter 2 - Page 30

System Setup
Chapter 3

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 1

System Setup

System
System Setup
Setup

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
List
List the
the overall
overall structure
structure of
of the
the database
database
Name
Name primary
primary system
system support
support tables
tables

Define
Define the
the OPM
OPM Financials
Financials setup
setup

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 3

Essential System Setup


Essential
Essential System
System Setup
Setup
Define users

Define the organization


structure

Document ordering

Assign organizations to users

Set profile values

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 4

System Administrative Module Tables


System
System Administrative Module
Module Tables
Tables

Organization
Text

Unit
Unit of
of measure
measure
Miscellaneous
Miscellaneous

*HR_ORGANIZATION_UNITS_VL
SY_ORGN_MST
SY_ORGN_USR

SY_UOMS_MST
SY_UOMS_STD
SY_UOMS_TYP

SY_ADDR_MST
SY_PARA_CDS_TL
SY_TEXT_HDR
SY_TEXT_TBL_TL

SY_GEOG_MST
SY_DOCS_MST
SY_DOCS_SEQ

Copyright Oracle Corporation, 2000. All rights reserved.

System Administrative Module Tables


All addresses for all modules are in the SY Address Master.
Once you have defined paragraphs, and entered text into them, the text is
stored in the SY_Text table.
Document ordering determines whether a number is set manually or
automatically.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 5

System Administrative Relationships


System
System Administrative
Administrative Relationships
Relationships

HR_ORGANIZATIONS_UNITS_VL
organization_id

FND_USER
user_id

PS_OPER_PCL
planning_class

SY_ORGN_MST
orgn_code

SY_ORGN_USR
user_id,
orgn_code

Copyright Oracle Corporation, 2000. All rights reserved.

System Administrative Relationships


The table is now required, but only needs the user ID plugged in.
This diagram involves tables from four different modules.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 6

Common Modules Interface


Common Modules Interface

OPM
Modules
Receiving

Inventory
Management

Sales Order

Production Management
Purchasing
Oracle
Application
Modules

Accounts
Receivable

Accounts
Payable

General ledger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 7

Data Synchronized to OPM


Data
Data Synchronized
Synchronized to
to OPM
OPM

Oracle Tables

OPM Tables

Accounts Payable (AP) Freight on Board (FOB) codes


Accounts Payabke (AP) Terms
Salesreps
Customers
Vendors
Invoice Price (only used in Actual Costing)

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 8

Data Synchronized from OPM


Data
Data Synchronized
Synchronized from
from OPM

Oracle Tables

OPM Tables

Accounts Receivable (AR) Update


General Ledger (GL) Update

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 9

AP FOB Codes
AP
AP FOB
FOB Codes
Codes
Oracle Table

OPM Table

PO_LOOKUP_CODES

OP_FOBC_MST

OPM Immediate Interface


or
OPM Periodic Interface
monthly, weekly, daily, hourly, by minute

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 10

FOB Code Field Mapping


FOB
FOB Code
Code Field
Field Mapping
Mapping
FOB
FOB Codes
Codes
Accounts
Accounts Receivable
Receivable Lookups
Lookups

Purchase
Purchase Order
Order Lookups
Lookups

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 11

FOB Code Field Mapping


FOB
FOB Code
Code Field
Field Mapping
Mapping

FOB Codes
AR_LOOKUPS
lookup_code
lookup_type
description

PO_LOOKUP_CODES
lookup_code
lookup_type
description

PO_LOOKUPS
lookup_code
description

OP_FOBC_MST
fob_code
fob_name

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 12

AP Invoice Terms
AP
AP Invoice
Invoice Terms
Terms
Oracle Table

OPM Table

AP_TERMS_LINES

OP_TERM_MST

AP_TERMS

OPM Immediate Interface


or
OPM Periodic Interface
monthly, weekly, daily, hourly, by minute

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 13

AP Terms Field Mapping


AP
AP Terms
Terms Field
Field Mapping
Mapping

AP_TERMS
name
description

OP_TERM_MST
terms_code
terms_desc

AP_TERMS_LINES
discount_percent
discount_days
due_days

discount_rate
discount_days
net_days

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Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 14

Salesreps
Salesreps
Salesreps
Oracle Table

OPM Tables
OP_SLSR_MST_INT

RA_SALESREPS

OP_SLSR_MST

OPM Immediate Interface


or
OPM Periodic Interface
monthly, weekly, daily, hourly, by minute

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Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 15

Salesrep Field Mapping


Salesrep
Salesrep Field
Field Mapping
Mapping

Sales Reps
RA_SALESREPS
name
name

OP_SLSR_MST
slsrep_code
slsrep_name

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Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 16

Customers
Customers
Customers
OPM Table

Oracle Tables
AP_BANK_ACCOUNTS
AR_CUSTOMER_PR
OFILES

OP_CUST_MST_INT

RA_TERRIRTORIES
RA_CONTACTS
SY_ADDR_MST
RA_PHONES
RA_SITE_USES
OP_CUST_MST

RA_ADDRESSES
RA_CUSTOMERS

OPM Immediate Interface


or
OPM Periodic Interface
monthly, weekly, daily, hourly, by minute

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 17

Customer Field Mapping


Customer
Customer Field Mapping
Mapping
Customers
RA_CUSTOMERS
customer_name
customer_number

OP_CUST_MST
cust_name
cust_no

RA_SITE_USES
location
site_use_code
ship_partial
fob_point
ship_via
tax_code
status

cust_no
bill_ind, ship_ind
backorder_ind
fob_code
frtbill_mthd
taxloc_code
inactive_ind

RA_ADDRESSES
address1
address2
address3
city
state
postal_code
country

SY_ADDR_MST
addr1
addr2
addr3
addr4
state_code
postal_code
country_code

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Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 18

Vendors
Vendors
Vendors
Oracle Tables

OPM Table

PO_VENDOR_SITES

SY_ADDR_MST

PO_VENDORS

PO_VEND_MST

OPM Immediate Interface


or
OPM Periodic Interface
monthly, weekly, daily, hourly, by minute

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 19

Vendor Field Mapping


Vendor
Vendor Field
Field Mapping
Mapping
Vendors
PO_VENDORS
vendor_name
segment1

PO_VEND_MST
vendor_name
vendor_no

PO_VENDOR_SITES
vendor_site_code
purchasing_site_flag
pay_site_flag

vendor_no
ship_ind
payment_ind

address_line1
address_line2
address_line3
city
state
country
zip

SY_ADDR_MST
addr1
addr2
addr3
addr4
state_code
country_code
postal_code

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 20

Data Triggered to OPM


Data
Data Triggered
Triggered to
to OPM
OPM

Oracle Tables

OPM Tables

Currency Codes
Exchange Rate Type
Exchange Rate

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 21

Data Triggered Over from OPM


Data
Data Triggered
Triggered Over
Over from
from OPM
OPM

Oracle Tables

OPM Tables

Item
Item/Lot Conversion
UOM Type
UOM
UOM Conversion

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 22

Currency Codes
Currency
Currency Codes
Codes
Oracle Table

OPM Tables

FND_CURRIENCIES

GL_CURR_MST

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 23

Currency Code Field Mapping


Currency
Currency Code
Code Field
Field Mapping
Mapping

Currencies
FND_CURRENCIES
currency_code
name
precision

GL_CURR_MST
currency_code
currency_description
decimal_precision

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 24

Exchange Rate Types


Exchange
Exchange Rate
Rate Types
Types
Oracle Table

OPM Tables

GL_DAILY_
CONVERSION_
TYPES

GL_RATE_TYP

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 25

Exchange Rate Type Field Mapping


Exchange
Exchange Rate
Rate Type
Type Field
Field Mapping
Mapping

Exchange Rate Types


GL_DAILY_CONVERSION_TYPES
conversion_type
description

GL_RATE_TYPE
rate_type_code
rate_type_description

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 26

Exchange Rates
Exchange
Exchange Rates
Rates
Oracle Table

OPM Table

GL_DAILY_
Oracle Table
CONVERSION_
RATES

GL_XCHG_RTE
OPM Tables

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 27

Exchange Rate Field Mapping


Exchange
Exchange Rate
Rate Field
Field Mapping
Mapping

Exchange Rates
GL_DAILY_CONVERSION_RATES
from_currency_code
conversion_date
conversion_rate
conversion_type

GL_XCHG_RTE
from_currency_code
exchange_rate_date
exchange_rate
rate_type_code

GL_SETS_OF_BOOKS
currency_code

to_currency_code

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 28

OPM UOM Types


OPM
OPM UOM
UOM Types
Types
Oracle Table

OPM Table

MTL_UOM_CLASSES

SY_UOMS_TYP

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 29

UOM Type Field Mapping


UOM
UOM Type
Type Field
Field Mapping
Mapping

Unit of Measure Types


MTL_UOM_CLASSES
uom_class
description

SY_UOMS_TYP
um_type
type_desc

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 30

OPM UOM
OPM
OPM UOM
UOM
Oracle Table

OPM Table

MTL_UNITS_OF_
MEASURE

SY_UOMS_MST

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 31

OPM UOM Conversions


OPM
OPM UOM
UOM Conversions
Conversions
Oracle Tables

OPM Table

SY_UOMS_MST

MTL_UOM_CONVERSIONS

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 32

Unit of Measure Field Mapping


Unit
Unit of
of Measure
Measure Field
Field Mapping
Mapping

Units of Measure
MTL_UNITS_OF_MEASURE
uom_code
unit_of_measure
uom_class
MTL_UOM_CONVERSIONS
uom_code
unit_of_measure
uom_class
conversion_rate

SY_UOMS_MST
um_code
um_desc
um_type
um_code
um_desc
um_type
std_factor

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 33

OPM Inventory to Oracle Inventory


OPM
OPM Inventory
Inventory to
to
Oracle
Oracle Inventory
Inventory
OPM Table

Oracle Tables

MTL_ITEM_
CATEGORIES
IC_ITEM_MST
MTL_SYSTEM_
ITEMS

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 34

Item Field Mapping


Item
Item Field Mapping
Mapping

Items
MTL_SYSTEM_ITEMS
segment1
description
primary_uom_code

IC_ITEM_MST
item_no
item_desc1
item_um

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 35

OPM Item/Lot Conversions


OPM
OPM Item/Lot
Item/Lot Conversions
Conversions
Oracle Table

OPM Table

IC_ITEM _CNV

MTL_UOM_CLASS_
CONVERSIONS

Trigger

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 36

Item/Lot Conversion
Item/Lot
Item/Lot Conversion
Conversion

Item/Lot Conversions: Interclass Conversions


MTL_UOM_CLASS_CONVERSIONS
IC_ITEM_MST
inventory_item_id
item_id
from_uom_code
item_um
to_uom_code
item_um2
IC_ITEM_CNV
conversion_rate
type_factor
inventory_item_id
item_id

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 37

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
List
List the
the overall
overall structure
structure of
of the
the database
database

Name
Name primary
primary system
system support
support tables
tables
Define
Define the
the OPM
OPM Financials
Financials setup
setup

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

System Setup
Chapter 3 - Page 38

Inventory
Chapter 4

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 1

Inventory

Inventory
Inventory

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Describe
Describe inventory
inventory relationships
relationships
Relate
Relate inventory
inventory transactions
transactions to
to events
events that
that
caused
caused them
them

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 3

Inventory Management
Inventory
Inventory Management
Management
Item
Warehouse
Location
Lot
Sublot
Status
Grade

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory Management
An inventory instance of an item is stored in a location (warehouse or
warehouse location):
May be lot controlled
May be status controlled (good, bad, and so on)
May be grade controlled (highest price, medium, and so on)

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 4

Inventory Module Tables


Inventory
Inventory Module
Module Tables
Tables

Items
Warehouse/Location
Lots

IC_ITEM_MST
IC_ITEM_CNV
IC_WHSE_MST
IC_LOCT_MST
IC_LOCT_INV

Inv
Inv Create/Adjust/Move
Create/Adjust/Move
Inv
Inv Status/Grade
Status/Grade
Inv
Summary
Inv Summary

IC_JRNL_MST
IC_ADJS_JNL
IC_TRAN_PND
IC_TRAN_CMP
IC_TRAN_ARC

IC_LOTS_STS
* QC_GRAD_MST
IC_SUMM_INV
IC_PERD_BAL
IC_WHSE_STS

IC_TEXT_HDR
IC_TEXT_TBL_TL

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 5

Inventory Relationships
Inventory
Inventory Relationships
Relationships
IC_SUMM_INV
item_id, whse_code, qc_grade

QC_GRAD_MST
qc_grade

IC_ITEM_MST
item_id

IC_LOTS_MST
item_id, lot_id

IC_WHSE_MST
whse_code

IC_LOCT_MST
whse_code,
location

IC_LOTS_STS
lot_status

Grade applies
to lot
IC_LOCT_INV
Status applies item_id, lot_id, whse_code, location
to location

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory Relationships
IC_SUMM_INV contains totals of Items, Warehouse Codes, QC Grade,
and contains many more transactions totals.
It is not summed from the detail.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 6

Document Types
Document
Document Types
Types
Begin as Pending
Always
Always Completed
Completed
PRODBatch
CREICreate
CREICreate immediately
immediately
OPSOSales Order ADJIAdjust
ADJIAdjust immediately
immediately
OPSPShipment
MOVIMove
MOVIMove immediately
immediately
PORDPurchase
STSIStatus
STSIStatus immediately
immediately
Order
GRDIGrade
GRDIGrade immediately
immediately
Mass
Mass versions
versions of
of above
above (mult.
(mult. tx)
tx)
Inventory Transfers
POSRPO
POSRPO Stock
Stock receipt
receipt
XFER
RTRNPO
RTRNPO return
return
PICYPhysical
PICYPhysical Inventory
Inventory Cycle
Cycle
No
No
PIPHPhysical
PIPHPhysical Inventory
Inventory
Physical
Physical

Copyright Oracle Corporation, 2000. All rights reserved.

Document Types
The first column of document types are some of the ones that get totaled
on ic_summ_inv.
These document types all involve inventory transactions that are recorded
in one of two different tables.
The Always completed type go to the ic_tran_cmp table.
The Begin as pending type start in the ic_tran_pnd table
The completed indicator is changed from 0 to 1 when it is
completed.
Purging completed transactions will move them to the ic_tran_cmp
table.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 7

Pending and Completed Transactions


Pending
Pending and
and Completed
Completed Transactions
Transactions

Pending
Pending transactions
transactions may
may happen.
happen.
Completed
Completed transactions
transactions have
have already
already happened.
happened.
Table
Table ic_tran_cmp
ic_tran_cmp only
only contains
contains completed
completed
transactions.
transactions.
Table
Table ic_tran_pnd
ic_tran_pnd contains
contains pending
pending
transactions
transactions and
and transactions
transactions marked
marked completed.
completed.
Pending
Pending and
and completed
completed transactions
transactions indicate
indicate the
the
documents
which
produced
the
transactions.
documents which produced the transactions.

Copyright Oracle Corporation, 2000. All rights reserved.

Pending and Completed Transactions


A purging facility in OPM moves formerly pending transactions, when
completed, from ic_tran_pnd to ic_tran_cmp to reduce the size of
ic_tran_pnd. Depending on the nature of the clients business,
ic_tran_pnd can grow rapidly and begin to impact performance adversely.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 8

Inventory Setup Data


Inventory
Inventory Setup Data
Data
Setup
Setup information
information
Items
Items

Item/Lot
Item/Lot conversions
conversions
Warehouse
Warehouse
Location
Location
Lots/Sublots
Lots/Sublots
Classes/Types
Classes/Types

Inventory Tables
IC_ITEM_MST
IC_ITEM_CNV
IC_WHSE_MST
IC_LOCT_MST
IC_LOTS_MST

Item Master Table


Item/Lot Conversion Table
Warehouse Definition Table
Location Master
Lot Master

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 9

Inventory Transactions
Inventory
Inventory Transactions
Transactions

Immediate
Immediate or
or journaled
journaled transactions
transactions
Mass
Mass or
or singular
singular transactions
transactions
Create
Create
Adjust
Adjust
Move
Move
Grade
Grade
Status
Status

Inventory Transaction Tables


IC_JRNL_MST - Journal Master
IC_ADJS_JNL - Journal Details
IC_TRAN_CMP - Completed Transaction Table
IC_TRAN_PND - Pending/Completed Transaction Table
IC_TRAN_ARC - Archived Transaction Table

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 10

Inventory Transactions
Inventory
Inventory Transactions
Transactions

Transaction
Transaction sources
sources
Inventory
Inventory transactions
transactions
Purchase
Purchase orders,
orders, receipts,
receipts, and
and returns
returns
Sales
Sales orders
orders and
and shipping
shipping
Production
Production batches
batches
Pending
Pending and
and completed
completed transactions
transactions

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 11

Transaction Flow
Transaction
Transaction Flow
Flow
Inventory Journal Tables

IC_JRNL_MST

Inventory Tables

IC_TRAN_CMP

IC_ADJS_JNL

IC_LOCT_INV

IC_SUMM_INV

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 12

Pending to Completed Transactions


Pending
Pending to
to Completed
Completed Transactions
Transactions

Pending
Pending Transactions
Transactions
ic_tran_pnd
ic_tran_pnd

Completed
Completed Transactions
Transactions
ic_tran_cmp
ic_tran_cmp

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 13

Pending to Completed Transactions


Pending
Pending to
to Completed
Completed Transactions
Transactions
When you update a transaction from pending to
completed, the pending transaction is updated to indicate
that it is no longer pending. The pending transaction
becomes a completed transaction, or a new completed
transaction is created.
Pending transactions with offsetting completed transactions
are stored in the Pending Transactions table ic_tran_pnd
with a flag to indicate completed status. Completed
transactions created through Inventory > Quantities or
Physical Inventory > Count Entry are stored in a Completed
Transactions database table called ic_tran_cmp.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 14

Physical Inventory
Physical
Physical Inventory
Inventory

Counting
Counting of
of inventory
inventory
Physical
Physical CountReplacement
CountReplacement method
method
Cycle
Cycle CountVariance
CountVariance method
method
Transaction-based
Transaction-based systems
systems

Physical Inventory Tables

IC_RANK_MST
IC_ITEM_CDT
IC_CYCL_MSC
IC_CYCL_HDR
IC_CYCL_DTL
IC_PHYS_CNT
IC_CYCL_ADT

ABC Rank Table


Scheduled Cycle Count Date per Item/Whse
Miscellaneous Cycle Count Items
Cycle Count Definition Table
Cycle Count Detail Table (Frozen Quantities)
Physical/Cycle Count Results Table
Cycle Audit Table

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 15

Physical Inventory Process Flow


Physical
Physical Inventory
Inventory Process
Process Flow
Flow

Create ABC
rank
IC_RANK_MST

Initiate
cycle count
or
physical count
IC_CYCL_DTL

Initialize
ABC rank
schedule
IC_ITEM_CDT

Cycle count
and
physical count
entry
IC_PHYS_CNT

Define
cycle count or
physical count
IC_CYCL_HDR
IC_PHYS_CNT
Run the
audit report
and populate
IC_CYCL_ADT
(Cycle Counts Only)

Add
miscellaneous
items
IC_CYCL_MSC

Post results
and create
completed
transaction
IC_TRAN_CMP

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 16

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Describe
Describe inventory
inventory relationships
relationships

Relate
Relate inventory
inventory transactions
transactions to
to events
events that
that
caused
caused them
them

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 17

Copyright Oracle Corporation, 2000. All rights reserved.

Inventory
Chapter 4 - Page 18

New Product Development


Chapter 5

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 1

New Product Development

New
New Product
Product Development
Development

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Describe
Describe the
the construction
construction of
of aa formula
formula

Explain
Explain routings
routings
Identify
Identify how
how to
to make
make correct
correct versions
versions and
and
combinations
combinations available
available for
for production
production

Copyright Oracle Corporation, 2000. All rights reserved.

Objectives
In this lesson, we will see how formulas, routings, and effectivities are stored.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 3

Formulas
Formulas
Basis for making products
Finished
Good

Intermediate

Raw
Material 1

Raw
Material 2

Package

Raw
Material 3

Raw
Material 4

Copyright Oracle Corporation, 2000. All rights reserved.

Formulas
The formula describes the what aspects of products.
Formulas work from the fm_form_mst and fm_matl_dtl tables.
The line type set in the fm_form_mst table. This is differentiated as
1=product/coproduct; -1=ingredient; 2=byprod.
The table fm_form_mst also contains the field phantom_type.
The phantom_type can be Not a Phantom, Automatic, or Manual.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 4

Routings
Routings
Routings
Transformation
Transformation steps
steps to
to make
make products
products

Resources

Activities

Operations

Blender

Run Blender

Blending

Blending + Extrusion +

Pack

= Routing

A Group of Operations = Routing

Copyright Oracle Corporation, 2000. All rights reserved.

Routings
The routing describes how the product is made.
From a cost perspective, both the formula and routing (if used) are
important in determining cost of goods sold.
There are multiple operations in a route. One of the operations could be a
test.
A Formula + a Route = a Recipe.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 5

Formula Module Tables


Formula
Formula Module
Module Tables
Tables

Formulas
Effectivities

Routings
Routings

FM_FORM_MST
FM_MATL_DTL

FM_ROUT_HDR
FM_ROUT_DTL

FM_FORM_EFF

FM_ROUT_DEP
FM_ACTV_MST
* CR_RSRC_MST
FM_OPRN_MST
FM_OPRN_DTL
FM_ROUT_MTL

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 6

Formula Relationships
Formula
Formula Relationships
Relationships
FM_ROUT_HDR
#* Unique ID

FM_ROUT_DTL
#* Unique ID

FM_ROUT_DEP
#* Unique ID

FM_FORM_MST
#* Unique ID

FM_FORM_EFF
#* Unique ID

FM_MATL_DTL
#* Unique ID

FM_ROUT_MTL
#* Unique ID

Copyright Oracle Corporation, 2000. All rights reserved.

Formula Relationships
The effectivity in the middle is what connects formula and routing. Because
creation of a batch requires an effectivity, the batch must derive both formula
(what?) and the routing (how?) in generating rows for the batch.
The formula table relation (mst_dtl) appears simple. However, ingredient
rows in fm_matl_dtl can represent items that have their own formula. If an
ingredient indicates that it is a phantom, then, depending on setup, creating a
batch can cause generation of multiple batches.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 7

Formula/Effectivity Structure
Formula/Effectivity
Formula/Effectivity Structure
Structure
Lab Formula
LM_FORM_HDR
LM_FORM_DTL
LM_FORM_DAT
Upload to Production
Production Formula
FM_FORM_MST
FM_FORM_DTL

Route

Effectivity

Batch

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 8

Laboratory Management
Laboratory
Laboratory Management
Management

Technical
Technical parameters
parameters define
define the
the attribute
attribute
(chemical
(chemical property)
property) of
of an
an item
item (density,
(density, pH)
pH)
Technical
Technical parameters
parameters are
are defined
defined in
in the
the
LM_TECH_HDR,
LM_TECH_HDR, LM_TECH_DTL,
LM_TECH_DTL, and
and LM_ITEM_DAT
LM_ITEM_DAT
tables.
tables.
They
They are
are set
set up
up in
in aa sequence
sequence and
and then
then tied
tied to
to the
the
item.
item.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 9

Laboratory Management
Laboratory
Laboratory Management
Management

The
The Lab
Lab Spreadsheet
Spreadsheet is
is based
based on
on four
four tables:
tables:
LM_SPRD_DTL
LM_SPRD_DTL

LM_SPRD_FLS
LM_SPRD_FLS
LM_SPRD_PRM
LM_SPRD_PRM

LM_SPRD_TEC
LM_SPRD_TEC
Item-specific
Item-specific technical
technical parameters
parameters are
are entered
entered into
into
the
spreadsheet
and
then
manipulated.
the spreadsheet and then manipulated.
Once
Once the
the numbers
numbers are
are modified,
modified, the
the spreadsheet
spreadsheet
details
details any
any cost
cost change
change or
or attribute
attribute changes.
changes.

Copyright Oracle Corporation, 2000. All rights reserved.

Laboratory Management
LM_SPRD_DTL: Table used to store Laboratory Spreadsheet detail
information
LM_SPRD_FLS: This table records the files in which a user has saved
Laboratory Spreadsheets.
LM_SPRD_PRM: Table used to store the technical parameter definitions
that belong with the spreadsheet
LM_SPRD_TEC: Table used to store the values of the technical
parameters on the spreadsheet

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 10

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Describe
Describe the
the construction
construction of
of aa formula
formula

Explain
Explain routings
routings
Identify
Identify how
how to
to make
make correct
correct versions
versions and
and
combinations
combinations available
available for
for production
production

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 11

Copyright Oracle Corporation, 2000. All rights reserved.

New Product Development


Chapter 5 - Page 12

Quality Management
Chapter 6

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 1

Quality Management

Quality
Quality Management
Management

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
explain
explain the
the Quality
Quality Workflows
Workflows and
and the
the related
related tables.
tables.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 3

Oracle Workflow: Overview


Oracle
Oracle Workflow:
Workflow: Overview
Overview
By
By using
using Oracle
Oracle Workflow,
Workflow, you
you can
can route
route information
information
according
according to
to aa set
set of
of business
business rules.
rules.

Copyright Oracle Corporation, 2000. All rights reserved.

Workflow Processes Description


A workflow is a process containing several steps that include activities, roles,
and decisions that are needed to complete a business process.
With Oracle Workflow, you can automate and continuously improve business
processes by routing information according to a set of business rules. This
information can be transmitted to individuals both inside and outside your
enterprise on a need-to-know basis.
Oracle Workflow enables you to let people receive notifications of items
awaiting their attention through electronic mail, using a Web browser, or using
the Notification Summary window in Oracle Applications.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 4

Sample Approval Workflow


Sample
Sample Approval
Approval Workflow
Workflow
The
The sample
sample approval
approval workflow
workflow is
is composed
composed of
of three
three
subordinate
subordinate workflows:
workflows:
Sample
Sample creation
creation notification
notification workflow
workflow

Assay
Assay testing
testing process
process workflow
workflow
Sample
Sample disposition
disposition workflow
workflow

Copyright Oracle Corporation, 2000. All rights reserved.

OPM Quality Sample Subordinate Workflows


The OPM Quality Sample Workflow consists of three subordinate workflows:
Sample Creation Notification Workflow: This workflow sends a
notification and initiates the Sample Approval Process Workflow.
Sample Approval Process Workflow: This workflow is used to find assay
specifications, initiate the Assay Testing Process Workflow, and sends
inventory status notification.
Assay Testing Process Workflow: This workflow is used to update assay
status and accumulate assay results for the Sample Approval Process
Workflow.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 5

OPM Quality Views


OPM
OPM Quality
Quality Views
Views
QC_ASSY_VAL

QC_ASSY_TYP

qcassy_
qcassy
_val
val_id
_id

qcassy_
qcassy
_typ
typ_id
_id
QC_SMPL_MST
QC_SPEC_MST

sample_id

qc_spec_id
qc
_spec_id
qcassy_typ_id
assay_code
text_spec

sample_no
sample_desc
*1, *2, *3
QC_RSLT_MST

qc_result_id
qc
_result_id
preference
*1, *2, *3

qc_spec_id
sample_id
assay_code
test_resul
t

*1
item_id
lot_id
whse_code
location

final mark
*1, *2, *3

*2
*3
orgn_id
item_id
batch_id
vendor_id
formula_id
formulaline_id cust_id
routing_id
routingstep_id
opm_id

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 6

OPM Quality Sample Approval Workflow


OPM
OPM Quality
Quality Sample
Sample Approval
Approval Workflow
Workflow
Inventory
increases and valid
specifications exist.
(QC_SPEC_MST which
is a list from QC_ASSY_TYP)

Enter test
results.
(QC_RSLT_MST)

Assay testing
process
workflow

Sample
disposition
workflow

Change item lot


status or grade.

Sample creation
notification
workflow

Create
samples.
(QC_SMPL_MST)

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 7

Sample Creation Notification Workflow


Sample
Sample Creation
Creation Notification
Notification Workflow
Workflow
Increase to
Inventory
IC_TRAN_PND
IC_TRAN_CMP

Inventory
Adjustment

Receipt
PO_RECV_HDR
PO_RECV_DTL

IC_JRNL_MST
IC_ADJS_JNL
PM_MATL_DTL
PM_BTCH_HDR

Production Batch

Copyright Oracle Corporation, 2000. All rights reserved.

Sample Creation Notification Workflow


The Sample Creation Notification Workflow process consists of the following
steps:
1. The workflow begins when OPM transacts inventory requiring an assay.
2. The Notifier is found and notification is sent.
3. The Sample Approval Workflow is initiated if the notifier creates a sample
from the notification or creates a sample independent of the workflow.
4. The workflow ends.
The transactions are derived from the receipts, production batches, and
inventory adjustments.
The transaction tables include:
IC_TRAN_PND
IC_TRAN_CMP
IC_LOCT_INV
IC_SUMM_INV

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 8

Sample Creation Notification Workflow


Sample
Sample Creation
Creation Notification
Notification Workflow
Workflow

Search for
Quality
Specification
(QC_SPEC_MST)

Notify
Sample
Collector

No Specification,
workflow ends

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 9

Assay Testing Process Workflow


Assay
Assay Testing
Testing Process
Process Workflow
Workflow

Sample
data
entered
in OPM
(QC_SMPL_MST)

Sample is
collected

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 10

Assay Testing Process Workflow


Assay
Assay Testing
Testing Process
Process Workflow
Workflow

Samples
are
tested

Notify
testers

Copyright Oracle Corporation, 2000. All rights reserved.

Assay Testing Process Workflow


The Assay Testing Process Workflow consists of the following steps:
1. The workflow starts when an assay is required for new material. It is
initiated from the Sample Approval Process Workflow.
2. The Notifier is found and notification is sent.
3. The status of the assay is updated to Notified.
4. When the assay is completed, the assay status is updated to Completed,
otherwise the status is Time Out.
5. Assay results are accumulated for the Sample Approval Process Workflow.
6. The workflow ends.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 11

Sample Disposition Workflow


Sample
Sample Disposition
Disposition Workflow
Workflow
Results
entered
in OPM
(QC_RSLT_MST)

Approver
assigns
sample
disposition
(update to
QC_RSLT_MST)

Approver
verifies
results

Copyright Oracle Corporation, 2000. All rights reserved.

Sample Disposition Process Workflow


1 The Sample Approver can open the Sample Results window to verify the
assay results.
2. The workflow continually checks assay test disposition as follows:
If Snooze is detected, the workflow initiates the Assay Testing Process Work
flow for timed-out assays and repeats steps 2 through 4 of the Sample Creation
Notification Workflow.
If Partial Retest is detected, the workflow initiates the Assay Testing Process
Workflow for selected assays and repeats steps 2 through 4 of the Sample
Creation Notification Workflow.
If Complete Retest is detected, the workflow initiates the Assay Testing Process
Workflow for all assays and repeats steps 2 through 4 of the Sample Creation
Notification Workflow.
If Accept or Reject is detected, the workflow proceeds to step 3.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 12

Sample Disposition Workflow


Sample
Sample Disposition
Disposition Workflow
Workflow

Partial
retest
Reinitiate
workflow
Complete
retest

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 13

Sample Disposition Workflow


Sample
Sample Disposition
Disposition Workflow
Workflow

Accepted

Inventory
is
manually
updated

Workflow
ends

Rejected

Inventory
is
manually
updated

Workflow
ends

Copyright Oracle Corporation, 2000. All rights reserved.

Sample Dispostion Process Workflow (continued)


3. The workflow finds the Inventory Approver and sends notification to this
user that the inventory has been accepted or rejected. The Inventory
Approver can open the Quantities window (in the Inventory application) to
assign a Grade to the material tested.
4. The workflow ends.
When you update Grade or Status, it updates the Inventory tables in the
Inventory Quantity form. This makes an entry in the Inventory transaction
tables.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 14

Assays and Units of Measure


Assays
Assays and
and Units of Measure
Measure

A
A specification
specification consists
consists of
of aa number
number of
of assays.
assays.
The
The assays
assays are
are stored
stored in
in the
the table
table QC_ASSY_TYP.
QC_ASSY_TYP.
The
The QC_UOM_MST
QC_UOM_MST table
table contains
contains chemistry-related
chemistry-related
units
units of
of measure.
measure.
These
These UOMs
UOMs are
are used
used for
for lab
lab testing
testing procedures.
procedures.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 15

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to
to
explain
explain the
the Quality
Quality Workflows
Workflows and
and the
the related
related tables.
tables.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Quality Management
Chapter 6 - Page 16

Production Management and


Process Operation Control
Chapter 7

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 1

Production Management and Process Operation


Control

Production
Production Management
Management and
and Process
Process
Operation
Operation Control
Control

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Recognize
Recognize the
the results
results of
of creating
creating aa batch
batch
Observe
Observe changes
changes as
as the
the batch
batch progresses
progresses

Discover
Discover the
the results
results of
of tracking
tracking Process
Process
Operations
Control
(POC)
data
Operations Control (POC) data

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 3

Production Management
Production
Production Management
Management

Includes
Includes material
material side
side of
of production
production
Uses
Uses Batches
Batches and
and Firm
Firm Planned
Planned Orders
Orders (FPOs)
(FPOs)

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 4

Production Batch Cycle


Production Batch Cycle
Inventory
shortage
check*

Inventory
shortage
check*

Allocation
check

Auto-allocation*

Enter

Pending Release
Unrelease

Cancel

Allocation Options
User-initiated
Pick lots/location
Edit transactions

WIP

Certify

Allocation Options
Edit transactions

Certified

Close

Closed

Allocation Options
Edit transactions

*If enabled

Copyright Oracle Corporation, 2000. All rights reserved.

Production Batch Cycle


Sources of Batches are Manual Entry, Generated from Firm Planned
Order, From Approval of MRP Recommendation, or Through Production
API Create Batch.
Taking a batch through its entire cycle is a complex set of tasks. It
involves not only setting up the batch correctly and taking it through
multiple stages but, in addition, generating many inventory transactions.
For example, an ingredient is automatic release and lot-controlled, and
auto-allocation is being used. When the batch is released one or more
completed inventory transactions can be generated. These completed
transactions can later be modified in quantity, or lot assigned, and thus
result in reversing transactions, and new completed transactions.
A complex and long-duration batch can generate hundreds of transactions.
There is also an event log kept with transactions capturing event_id
involved with the transactions.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 5

Production Module Tables


Production
Production Module
Module Tables
Tables

Firm Planned Orders


Batches

PM_BTCH_HDR
PM_MATL_DTL
PM_HIST_HDR

Copyright Oracle Corporation, 2000. All rights reserved.

Production Module Tables


Whether a production order is an FPO or Batch, only three basic tables are
involved.
The _hdr and _dtl contain the situation and controls for products and
ingredients.
The _hist_hdr tracks the events that occur for the batch, such as release,
certify, and close. This allows analysis of the batch, as well as postmortem
review.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 6

Data in Production Management


Data in Production Management
PM_HIST_HDR

PM_BTCH_HDR

History of batch updates that


have financial implications
Foreign Keys (FKs) to
PM_MATL_DTL
PM_BTCH_HDR and
IC_WHSE_MST

IC_TRAN_PND

Batch and FPO Header


FKs to SY_ORGN_MST, IC_WHSE_MST,
FM_FORM_EFF, FM_FORM_MST,
FM_ROUT_HDR

Ingredient, Product, Byproduct Lines


FKs to PM_BTCH_HDR, SY_UOMS_MST,
IC_ITEM_MST

Inventory Transactions
FK relationship to PM_MATL_DTL not
actually defined in database

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 7

Batch Relationships
Batch Relationships
FM_ROUTE_HDR
#* Unique ID

FM_FORM_MST
#* Unique ID

FM_FORM_EFF
#* Unique ID

FM_MATL_DTL
#* Unique ID

PM_BTCH_HDR
#* Unique ID

PM_HIST_HDR
#* Unique ID

PM_MATL_DTL
#* Unique ID

Copyright Oracle Corporation, 2000. All rights reserved.

Batch Relationships
A batch is created by choosing an effectivity with material details coming
from the formula, and resource details coming from the routing.
The actual lines on the formula are created as lines for the material for the
batch.
For financial purpioses another table, Batch history, is created to record
the date and time of events such as Release the batch, Certify the batch.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 8

Batch Type in Production


Batch
Batch Type
Type in
in Production
Production
Batches
Batches are
are distinguished
distinguished from
from FPOs
FPOs by
by the
the value
value in
in
PM_BTCH_HDR.batch_type
PM_BTCH_HDR.batch_type
10
10 == Firm
Firm Planned
Planned Order
Order
00 == Batch
Batch

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 9

Batch Status
Batch
Batch Status
Status
Batch
Batch and
and FPO
FPO status
status is
is identified
identified by
by
PM_BTCH_HDR.batch_status
PM_BTCH_HDR.batch_status
-3
-3 == Converted
Converted FPO
FPO
-1
-1 == Canceled
Canceled
11 == Pending
Pending
22 == WIP
WIP
33 == Certified
Certified
44 == Closed
Closed

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 10

Reversal of Completed Transactions and Audit Trail


Reversal of Completed Transactions and
Audit Trail

Completed
Completed transactions
transactions (representing
(representing events
events that
that
have
have actually
actually occurred)
occurred) are
are never
never updated
updated or
or
changed.
changed.
Instead,
Instead, when
when you
you edit
edit aa quantity,
quantity, for
for example,
example, aa
transaction
is
created
that
reverses
the
transaction is created that reverses the original
original
transaction,
transaction, and
and aa new
new transaction
transaction is
is created
created for
for
the
the new
new quantity.
quantity.
This
This provides
provides aa complete
complete audit
audit trail.
trail.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 11

Reversal of Completed Transactions and Audit Trail


Reversal of Completed Transactions and
Audit Trail
AA transaction
transaction is
is created
created for
for 100
100 pounds.
pounds. The
The row
row
in
in ic_tran_pnd
ic_tran_pnd would
would look
look like
like this:
this:
ITEM_ID
ITEM_ID
123
123

LOT_ID
TRANS_QTY
LOT_ID
TRANS_QTY TRANS_UM
TRANS_UM
456
100
LB
456
100
LB

IfIf the
the quantity
quantity is
is then
then changed
changed to
to 90
90 pounds,
pounds, two
two
additional
rows
would
be
created:
additional rows would be created:
ITEM_ID
ITEM_ID
123
123
123
123
123
123

LOT_ID
TRANS_QTY
LOT_ID
TRANS_QTY TRANS_UM
TRANS_UM
456
100
LB
456
100
LB
456
-100
LB
456
-100
LB
456
456

90
90

LB
LB

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 12

Process Operations Control Concepts


Process Operations Control Concepts
Production Cycle

Pending

WIP

Certified

Routing Steps

Closed

Tracks:
Resource usage
WIP status
Step cycle time

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 13

Process Operations Control


Process
Process Operations
Operations Control
Control

Includes
Includes non-material
non-material side
side of
of production
production
Uses
Uses Batch
Batch Steps
Steps (Operations),
(Operations), Batch
Batch Step
Step Details
Details
(Resources/Activities),
Resource
Transactions
(Resources/Activities), Resource Transactions

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 14

Important Data in POC


Important Data in POC
PM_ROUT_DTL Batch Steps

PM_BTCH_HDR

FKs to PM_BTCH_HDR, FM_ROUT_DTL,


FM_OPRN_MST

Batch Header
FKs to SY_ORGN_MST,
IC_WHSE_MST,
FM_FORM_EFF,
FM_FORM_MST,
FM_ROUT_HDR

Batch Step Details

PM_OPRN_DTL FKs to PM_ROUT_DTL, FM_OPRN_DTL,


CR_RSRC_MST, FM_ACTV_MST,
SY_UOMS_MST, CM_ALYS_MST,
CM_CMPT_MST

PC_TRAN_PND Resource Transactions

FKs to SY_ORGN_MST, SY_UOMS_MST,


SY_REAS_CDS

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 15

Process Operation Control Module Tables


Process
Process Operation
Operation Control
Control Module
Module Tables
Tables
POC Data

PM_ROUT_DEP
PM_ROUT_DTL
PC_TRAN_PND
PM_OPRN_WIP
PM_OPRN_DTL
PM_ROUT_MTL

Copyright Oracle Corporation, 2000. All rights reserved.

Process Operation Control Module Tables


If POC data is being captured, then other tables track the consumption of
resources by operation. There is even a new _tran_pnd which is not for
inventory but resources, and eventually costing of a batch by material and
resources.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 16

Batch with POC Relationships


Batch
Batch with
with POC
POC Relationships
Relationships
FM_ROUT_HDR
#* Unique ID
FM_ROUTE_DTL
#* Unique ID

PM_FORM_EFF
#* Unique ID

PM_HIST_HDR
#* Unique ID

PC_TRAN_PND
#* Unique ID

FM_MATL_DTL
#* Unique ID

PM_BTCH_HDR
#* Unique ID

PM_ROUTE_DTL
#* Unique ID
PM_OPRN_DTL
#* Unique ID

FM_FORM_MST
#* Unique ID

PM_MATL_DTL
#* Unique ID
PM_ROUT_MTL
#* Unique ID

PM_ROUT_DEP
#* Unique ID

PM_OPRN_WIP
#* Unique ID

Copyright Oracle Corporation, 2000. All rights reserved.

Batch with POC Relationships


If POC data capture is turned on, you can see the increase in complexity.
There is also a great increase in data input requirements. This is one reason
why the first APIs (application program interfaces) were done for Production
Management (PM) and POC. For clients with a high volume of data, capture of
data for ingredient consumption, product output and resource usage must be
automated. This means that the data capture programs must be interfaced to the
database through the APIs.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 17

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Recognize
Recognize the
the results
results of
of creating
creating aa batch
batch

Observe
Observe changes
changes as
as the
the batch
batch progresses
progresses
Discover
Discover the
the results
results of
of tracking
tracking POC
POC data
data

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Production Management and Process Operation Control


Chapter 7 - Page 18

Purchase Management
Chapter 8

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 1

Purchase Management

Purchase
Purchase Management
Management

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Describe
Describe the
the Oracle
Oracle Process
Process Manufacturing
Manufacturing
Purchasing
Purchasing flow
flow
Identify
Identify the
the OPM
OPM Purchasing
Purchasing and
and Receiving/Return
Receiving/Return
tables
tables
Explain
Explain the
the integration
integration between
between Oracle
Oracle Purchasing
Purchasing
and
OPM
Receiving
and OPM Receiving
Identify
Identify Oracle
Oracle Purchasing
Purchasing documents
documents and
and the
the
OPM
OPM equivalent
equivalent
Explain
Explain data
data synchronization
synchronization between
between Oracle
Oracle
Applications
and
OPM
Applications and OPM

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 3

Objectives
Objectives
Objectives

Identify
Identify OPM
OPM Purchasing
Purchasing setup
setup tables
tables
Recognize
Recognize key
key triggers
triggers on
on Purchasing
Purchasing and
and OPM
OPM
tables
tables
Analyze
Analyze why
why synchronization
synchronization does
does not
not occur
occur
Identify
Identify tax
tax tables
tables and
and tax
tax location
location

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 4

OPM Purchasing Flow


OPM
OPM Purchasing
Purchasing Flow
Flow
Purchasing Tables

Inventory Tables

PO_RECV_DTL
IC_TRAN_PND

PO_RECV_HDR

IC_LOCT_INV

PO_ORDR_DTL

IC_SUMM_INV

PO_ORDR_HDR
PO_ RTRN _DTL
PO_RTRN_HDR

Copyright Oracle Corporation, 2000. All rights reserved.

OPM Purchasing Flow


While the PO is pending, it is is held in ic_tran_pnd.
Once a receipt or return is executed, it is updated in ic_summ_inv and
ic_loct_inv.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 5

OPM Purchasing Tables


OPM Purchasing Tables
po_id
po
_id (PK)
PO Header
PO_ORDR_HDR

poline_id
poline
_id (PK)
Order Lines
PO_ORDR_DTL

Acquisition
Costs
PO_COST_DTL

GL
Distribution
PO_DIST_DTL

Inventory
Transactions
IC_TRAN_PND
doc_type = PORD
doc_id = po
po_id
_id

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 6

OPM Receiving/Return Tables


OPM Receiving/Return Tables

recv_id
recv
_id (PK)

Receipt
Detail
PO_RECV_DTL
Inventory
Transactions
IC_TRAN_PND

Receipt Header
PO_RECV_HDR

Return Header
PO_RTRN_HDR

return_id (PK)

Receive/Return
History
PO_RECV_HST

doc_type =
RECV or
RTRN
doc_id = recv_id
or return_id

Return
Detail
PO_RTRN_DTL

Copyright Oracle Corporation, 2000. All rights reserved.

OPM Receiving/Return Tables


An option on return is to reopen the line, which will not reopen the Oracle PO.
But the line does remain open on the OPM side.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 7

Purchasing Integration
Purchasing
Purchasing Integration
Integration
Oracle Purchasing

OPM Receiving

Enter
purchase orders

Receive
inventory items

Receive
non-inventory items

Update receipt
information in
Oracle Purchasing

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 8

Purchasing Documents
Purchasing Documents

Oracle Purchasing

OPM

Standard Purchase Orders


Scheduled Releases

Purchase Orders

Blanket Releases

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 9

Purchasing Documents
Purchasing Documents

Oracle Purchasing

Planned Purchase Orders

OPM

Blanket Purchase Orders

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Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 10

Purchasing Documents
Purchasing Documents
Oracle
Oracle documents
documents with
with no
no OPM
OPM equivalent
equivalent
Contract
Contract Purchase
Purchase Order
Order

Blanket
Blanket Purchase
Purchase Order
Order
Requisition
Requisition
RFQ
RFQ and
and Quotation
Quotation

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 11

Data Synchronization
Data
Data Synchronization
Synchronization

Data entered in

APPS

OPM

Organizations

Suppliers

FOB Codes

Payment Terms

Accounts

Account Mapping

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 12

Data Synchronization through Triggers


Data
Data Synchronization
Synchronization through
through Triggers
Triggers
Data entered in

APPS

OPM

Units of Measure

Items

Warehouses (Locations)

Freight Terms

Carriers

Currencies

Exchange Rates

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Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 13

Integration Highlights
Integration
Integration Highlights
Highlights
Maintain
Maintain integration
integration to
to other
other OPM
OPM Modules
Modules
Material
Material Requirements
Requirements Planning
Planning (can
(can also
also create
create
Requisitions
from
MRP)
Requisitions from MRP)
Costing/Manufacturing
Costing/Manufacturing Acting
Acting Controller
Controller (MAC)
(MAC)
Inventory
Inventory

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Purchase Management
Chapter 8 - Page 14

OPM Purchasing Setup Tables


OPM
OPM Purchasing
Purchasing Setup
Setup Tables
Tables

PO_COST_MST:
PO_COST_MST: Acquisition
Acquisition Costs
Costs
PO_VEND_CLS
PO_VEND_CLS
PO_VGLD_CLS
PO_VGLD_CLS
PO_VTRD_CLS
PO_VTRD_CLS
PO_VEND_MST
PO_VEND_MST and
and PO_VEND_ASC:
PO_VEND_ASC: Vendor
Vendor tables
tables
populated
populated automatically
automatically from
from Accounts
Accounts Payable
Payable

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Purchase Management
Chapter 8 - Page 15

PO Synchronization
PO Synchronization

Approved
Approved Standard
Standard POs,
POs, Releases,
Releases, and
and Planned
Planned
POs
POs are
are copied
copied over
over to
to OPM
OPM PO
PO tables
tables
OPM
OPM Common
Common Purchasing
Purchasing Synchronization:
Synchronization:
Request
log
shows
Request log shows errors
errors
OPM
OPM Common
Common Purchasing
Purchasing PO
PO Resubmission
Resubmission
Report:
Report: Used
Used to
to resubmit
resubmit approved
approved POs
POs back
back to
to
OPM
OPM ifif an
an issue
issue occurred
occurred

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Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 16

Common Purchasing Tables


Common Purchasing Tables
OPM PO Header
PO_ORDR_HDR

Purchasing
Interface
CPG_PURCHASING_
INTERFACE

OPM PO Lines
PO_ORDR_DTL
Mapping between
OPM and Oracle Apps
CPG_ORAGEMS_
MAPPING
PO Acquisition Cost
PO_COST_DTL

Acquisition Costs
Entered in Oracle
CPG_COST_DTL

Oracle PO Headers
PO_HEADERS_ALL

Oracle PO Lines
PO_LINES_ALL
or
PO_RELEASES_ALL

Oracle PO LinesShipments
PO_LINE_
LOCATIONS_ALL

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Purchase Management
Chapter 8 - Page 17

Common Purchasing Tables


Common Purchasing Tables
OPM Blanket
Order (BPO) Header
PO_BPOS_HDR

OPM BPO Lines


PO_BPOS_DTL

OPM BPO
Release Schedule
PO_RELS_SCH

Interface for Planned POs


(stored in OPM BPO Tables)

Purchasing
Interface
CPG_PURCHASING_
INTERFACE
Mapping between
OPM and Oracle Apps
CPG_ORAGEMS_
MAPPING

Oracle PO Headers
PO_HEADERS_ALL

Oracle PO Lines
PO_LINES_ALL
or
PO_RELEASES_ALL

Oracle PO LinesShipments
PO_LINE_
LOCATIONS_ALL

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Purchase Management
Chapter 8 - Page 18

Common Purchasing Tables


Common
Common Purchasing
Purchasing Tables
Tables

CPG_ORAGEMS_MAPPING:
CPG_ORAGEMS_MAPPING: Maintains
Maintains links
links between
between
Oracle
Oracle PO
PO and
and POs
POs created
created in
in OPM
OPM
CPG_PURCHASING_INTERFACE:
CPG_PURCHASING_INTERFACE: Contains
Contains PO
PO data
data
to
be
sent
over
to
OPM
to be sent over to OPM
CPG_COST_DTL:
CPG_COST_DTL: Acquisitions
Acquisitions Costs
Costs entered
entered
against
against Oracle
Oracle PO
PO

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Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 19

Common Purchasing Triggers


Common
Common Purchasing
Purchasing Triggers
Triggers

Key
Key triggers
triggers on
on Oracle
Oracle Purchasing
Purchasing tables
tables
Triggers
Triggers on
on OPM
OPM Purchasing
Purchasing tables
tables
Triggers
Triggers perform
perform several
several functions:
functions:
Insert
Insert rows
rows into
into interface
interface tables
tables
Invoke
Invoke concurrent
concurrent manager
manager request
request to
to
synchronize
synchronize data
data
Perform
Perform validation
validation of
of data
data

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 20

Key Triggers on Oracle PO Tables


Key Triggers on Oracle PO Tables

Table:
Table: PO_LINE_LOCATIONS_ARCHIVE_ALL
PO_LINE_LOCATIONS_ARCHIVE_ALL
gml_po_line_locs_arch_all_t1:
gml_po_line_locs_arch_all_t1:
Inserts
Inserts data
data into
into the
the Purchasing
Purchasing Interface
Interface
Table
(cpg_purchasing_interface)
Table (cpg_purchasing_interface) when
when
PO
PO is
is Approved
Approved
Table:
Table: PO_HEADERS_ARCHIVE_ALL
PO_HEADERS_ARCHIVE_ALL
gml_po_headers_archive_all_t1:
gml_po_headers_archive_all_t1:
Invokes
Invokes concurrent
concurrent manager
manager request
request to
to
synchronize
synchronize data
data between
between OPM
OPM and
and APPS
APPS

Copyright Oracle Corporation, 2000. All rights reserved.

Key Triggers on Oracle PO Tables


PO_LINES_LOCATIONS_ALL is copied into
PO_LINES_LOCATIONS_ARCHIVE_ALL all when the approval takes
place.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 21

Triggers on OPM Tables


Triggers on OPM Tables
Table:
Table: PO_RECV_DTL
PO_RECV_DTL
gml_po_recv_dtl_t3:
gml_po_recv_dtl_t3:
Inserts
Inserts receiving
receiving information
information into
into
rcv_header_interface
rcv_header_interface and
and
rcv_transactions_interface
rcv_transactions_interface tables
tables

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 22

Validation Triggers
Validation
Validation Triggers
Triggers
Table:
Table: RCV_TRANSACTIONS_INTERFACE
RCV_TRANSACTIONS_INTERFACE
gml_rcv_transactions_interf_t1:
gml_rcv_transactions_interf_t1:
Prevents
Prevents user
user from
from receiving
receiving OPM
OPM items,
items, in
in
Oracle
Oracle Receiving
Receiving

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 23

Why Cant I See My PO in OPM?


Why
Why Cant
Cant I See
See My PO
PO in OPM?

Are
Are the
the items
items on
on the
the PO
PO flagged
flagged as
as Inventory
Inventory in
in
the
the Oracle
Oracle Apps
Apps Item
Item Master?
Master?
Does
Does the
the PO
PO have
have an
an Approved
Approved status?
status?
Are
Are there
there rows
rows in
in the
the
CPG_PURCHASING_INTERFACE
CPG_PURCHASING_INTERFACE table?
table? IfIf so,
so, look
look at
at
the
the column
column INVALID_IND.
INVALID_IND.
N
N means
means PO
PO was
was not
not processed
processed
Y
Y means
means PO
PO failed
failed validation
validation
P
P means
means PO
PO should
should be
be in
in OPM
OPM

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 24

Why Cant I See My PO in OPM?


Why
Why Cant
Cant I See
See My PO
PO in OPM?
Is
Is the
the concurrent
concurrent manager
manager running?
running? Did
Did OPM
OPM
Common
Common Purchasing
Purchasing Synchronization
Synchronization complete
complete (with
(with
either
Normal
or
Error
status)?
Check
the
log
file.
either Normal or Error status)? Check the log file.
GL
GL Calendar
Calendar must
must be
be opened
opened for
for the
the period
period
Inventory
Inventory Calendar
Calendar must
must be
be in
in Oracle
Oracle Inventory
Inventory

Control
Control Purchasing
Purchasing periods
periods must
must be
be in
in Oracle
Oracle
Purchasing
Purchasing

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 25

Why Cant I See My Receipt Information in Oracle PO?


Why
Why Cant
Cant II See
See My
My Receipt
Receipt Information
Information
in
in Oracle
Oracle PO?
PO?

Was
Was the
the Receiving
Receiving Transaction
Transaction Processor
Processor in
in
Oracle
Oracle Purchasing
Purchasing submitted
submitted after
after Receipt?
Receipt?
IfIf the
the Receiving
Receiving Transaction
Transaction Processor
Processor in
in Oracle
Oracle
Purchasing
is
run
and
you
still
do
not
see
Purchasing is run and you still do not see the
the
Receipt,
Receipt, check
check the
the PO_INTERFACE_ERRORS
PO_INTERFACE_ERRORS table.
table.

Note:
Note: The
The Receiving
Receiving Transaction
Transaction Processor
Processor in
in Oracle
Oracle
Purchasing
Purchasing must
must be
be run
run manually.
manually.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 26

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Describe
Describe the
the Oracle
Oracle Process
Process Manufacturing
Manufacturing
Purchasing
flow
Purchasing flow
Identify
Identify the
the OPM
OPM Purchasing
Purchasing and
and Receiving/Return
Receiving/Return
tables
tables
Explain
Explain the
the integration
integration between
between Oracle
Oracle Purchasing
Purchasing
and
and OPM
OPM receiving
receiving
Identify
Identify Oracle
Oracle Purchasing
Purchasing documents
documents and
and the
the
OPM
equivalents
OPM equivalents
Explain
Explain data
data synchronization
synchronization between
between Oracle
Oracle
Applications
Applications and
and OPM
OPM

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 27

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Identify
Identify the
the OPM
OPM Purchasing
Purchasing setup
setup tables
tables

Recognize
Recognize key
key triggers
triggers on
on Purchasing
Purchasing and
and OPM
OPM
tables
tables
Analyze
Analyze why
why synchronization
synchronization does
does not
not occur
occur
Identify
Identify tax
tax tables
tables and
and tax
tax location
location

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Purchase Management
Chapter 8 - Page 28

Order Fulfillment
Chapter 9

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 1

Order Fulfillment

Order
Order Fulfillment
Fulfillment

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Identify
Identify the
the tables
tables used
used in
in Order
Order Fulfillment
Fulfillment

Recognize
Recognize tables
tables for
for processing
processing transactions
transactions and
and
reports
reports
Define
Define the
the sales
sales order
order processing
processing and
and sales
sales order
order
transaction
transaction flows
flows
Describe
Describe the
the flow
flow from
from sales
sales order
order processing
processing to
to
Oracle
Receivables
Oracle Receivables
Review
Review of
of important
important tables
tables in
in the
the Logistics
Logistics Data
Data
Model
Model

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 3

Order Fulfillment Setup Tables


Order
Order Fulfillment
Fulfillment Setup Tables
Tables

OP_ALOT_PRM
OP_ALOT_PRM
OP_CGLD_CLS
OP_CGLD_CLS
OP_COMMISSION
OP_COMMISSION
OP_COMM_CDS
OP_COMM_CDS
OP_CTRD_CLS
OP_CTRD_CLS
OP_CUST_CLS
OP_CUST_CLS
OP_FOBC_MST
OP_FOBC_MST
OP_FRGT_MTH
OP_FRGT_MTH
OP_GNRC_ITM
OP_GNRC_ITM
OP_HOLD_CDS
OP_HOLD_CDS

OP_LKBX_MST
OP_LKBX_MST
OP_PKGD_ITM
OP_PKGD_ITM
OP_PORT_MST
OP_PORT_MST
OP_SHIP_MST
OP_SHIP_MST
OP_SHIP_MTH
OP_SHIP_MTH
OP_SLSR_CLS
OP_SLSR_CLS
OP_SLSR_MST
OP_SLSR_MST
OP_TERM_MST
OP_TERM_MST
OP_TXCU_ASC
OP_TXCU_ASC

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment Setup Table


The OP_LKBX_MST is for a stand-alone install only

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 4

Commission Code Structure


Commission
Commission Code
Code Structure
Structure

OP_COMMISSION
(new header
table)

Sales Rep Master


OP_SLSR_MST

Commission Code
Detail
OP_COMM_CDS

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 5

MLS Setup Tables


MLS Setup Tables

Order
Order Status
Status
OP_ORDR_STATUS
OP_ORDR_STATUS

OP_ORDR_STS_B
OP_ORDR_STS_B
OP_ORDR_STS_TL
OP_ORDR_STS_TL

Order
Order Type
Type
OP_ORDR_TYPE
OP_ORDR_TYPE

OP_ORDR_TYP_B
OP_ORDR_TYP_B
OP_ORDR_TYP_TL
OP_ORDR_TYP_TL

Presales
Presales Order
Order Type
Type
OP_PRSL_HDR
OP_PRSL_HDR
OP_PRSL_TYP_B
OP_PRSL_TYP_B
OP_PRSL_TYP_TL
OP_PRSL_TYP_TL

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Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 6

Pricing Tables
Pricing
Pricing Tables
Tables
Pricelist_id
Pricelist
_id (PK)

Price List Header


OP_PRCE_MST

Price_id (PK)
Price List Items
OP_PRCE_ITM

Priceff_id
Priceff
_id (PK)
Price Breaks
OP_PRCE_BRK

Price Effectivity
OP_PRCE_EFF

Contract Tables mirror this relationship.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 7

Tables for Processing and Reports


Tables
Tables for
for Processing
Processing and
and Reports
Reports

OP_TRAN_TMP:
OP_TRAN_TMP: Used
Used during
during automatic
automatic inventory
inventory
allocation
allocation in
in Shipping.
Shipping. Holds
Holds information
information on
on lots
lots
that
may
be
allocated.
that may be allocated.
OP_UPDT_BAL_WK:
OP_UPDT_BAL_WK: Table
Table used
used by
by Update
Update
Customer
Balance
report.
Customer Balance report.
These
These tables
tables may
may or
or may
may not
not contain
contain data
data at
at any
any
point
point in
in time.
time.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 8

Sales Order Processing Flow


Sales
Sales Order
Order Processing
Processing Flow
Flow
Allocate Material Allocate Material

Receive
Customer
Order

Create
Sales
Order

Allocate
Product

Create
Release
Shipment

Invoice
Customer

Manual Entry Copy


User Order Profile (EDI)

Copyright Oracle Corporation, 2000. All rights reserved.

Sales Order Processing Flow


If material is lot-controlled, it must be allocated to a lot or lots before the
shipment can be released.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 9

Customer Master and Related Tables


Customer Master and Related Tables
Customer
Association

custship_id (PK)

OP_CUST_ASC
Customer
Carriers
OP_CUST_SHP

Customer
Master
OP_CUST_MST
cust_id (PK)

Customer Items
OP_CUST_ITM

Customer
Contacts
OP_CUST_CON

addr_id (PK)
Addresses
SY_ADDR_MST

custitem_id (PK)

contact_id (PK)

Copyright Oracle Corporation, 2000. All rights reserved.

Customer Master and Related Tables


Addresses, Contacts, and Customers are created in AR.
Contacts and Customers have additional fields that can be added and
modified from the OPM side.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 10

Sales Order Transaction Flow


Sales
Sales Order
Order Transaction
Transaction Flow
Flow

Sales Order Tables

Inventory Tables

OP_BILL_LAD

IC_TRAN_PND

OP_ORDR_DTL

IC_LOCT_INV
IC_SUMM_INV

OP_ORDR_HDR

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 11

Order/Shipment Transaction Tables


Order/Shipment Transaction Tables
order_id (PK)
Order Header
OP_ORDR_HDR

Shipment
Header
OP_BILL_LAD
bol_id (PK)

Order Header
and Line
Charges
OP_ORDR_CHG

Taxes for Order


and Shipping
Lines
OP_INVC_CHG

line_id (PK)
Order and
Shipment Detail
OP_ORDR_DTL

Audit Table of
Order Line
Changes
OP_AUDT_DTL

Inventory
Transactions
IC_TRAN_PND
doc_type = OPSO
doc_id = order_id or
bol_id

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Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 12

Order Profile (+BSO) Tables


Order Profile (+BSO) Tables
Profile Header
and Line
Charges
OP_PRSL_CHG

presales_ord
presales_
ord_id
_id (PK)
Profile Header
OP_PRSL_HDR

presales_ordline
presales_
ordline_id
_id (PK)

Profile
Order Lines
OP_PRSL_DTL

In 11i
11i , these tables
also store Blanket
Sales Orders(BSO)

Release
Schedule
(for BSOs)
OP_RELS_SCH

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 13

GEMMS Sales Order Processing to Oracle Receivables


GEMMS
GEMMS Sales
Sales Order
Order Processing
Processing to
to
Oracle
Oracle Receivables
Receivables
Global Enterprise Manufacturing Management System (GEMMS) Tables
GEMMS Immediate Interface

RA_CUSTOMER_
TRX_LINES

OP_BILL_LAD
RA_INTERFACE_
ERRORS

OP_ORDR_DTL
OP_ORDR_HDR

RA_CUSTOMER_
TRX

RA_INTERFACE_
LINES
AR Update

Oracle Tables
AutoInvoice

GEMMS Periodic Interface


monthly, weekly, daily, hourly, by minute

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 14

Tax Tables
Tax
Tax Tables
Tables

Codes/Classes
Codes/Classes
TX_CALC_MST
TX_CALC_MST

TX_TAXA_STS
TX_TAXA_STS
TX_TXRE_CDS
TX_TXRE_CDS

Tax
Tax Rates
Rates
TX_TAXA_MST
TX_TAXA_MST
TX_TAXA_DTL
TX_TAXA_DTL

TX_TXRP_CLS
TX_TXRP_CLS
Tax
Tax Locations
Locations
TX_TLOC_CDS
TX_TLOC_CDS
TX_TLOC_ASC
TX_TLOC_ASC
TX_TOFR_ASC
TX_TOFR_ASC

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 15

Tax Locations
Tax
Tax Locations
Locations

Tax Locations
TX_TLOC_CDS

Associated
Tax Locations
TX_TOFR_ASC

Tax Authorities
TX_TAXA_MST

Tax Authorities
for Associated
Tax Locations
TX_TLOC_ASC

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 16

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Identify
Identify the
the tables
tables used
used in
in Order
Order Fulfillment
Fulfillment

Recognize
Recognize tables
tables for
for processing
processing transactions
transactions and
and
reports
reports
Define
Define the
the sales
sales order
order processing
processing and
and sales
sales order
order
transaction
transaction flows
flows
Describe
Describe the
the flow
flow from
from sales
sales order
order processing
processing to
to
Oracle
Receivables
Oracle Receivables
Review
Review important
important tables
tables in
in the
the Logistics
Logistics Data
Data
Model
Model

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 17

Copyright Oracle Corporation, 2000. All rights reserved.

Order Fulfillment
Chapter 9 - Page 18

Regulatory Management
Chapter 10

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 1

Regulatory Management

Regulatory
Regulatory Management
Management

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 2

Objectives
Objectives
Objectives
After
After completing
completing this
this module,
module, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Recognize
Recognize the
the Regulatory
Regulatory Management
Management concepts
concepts
and
identify
the
Setup
tables
and identify the Setup tables
Understand
Understand Material
Material Safety
Safety Data
Data Sheets
Sheets

Identify
Identify Document
Document and
and Item
Item tables
tables

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 3

Regulatory Setup Tables


Regulatory
Regulatory Setup
Setup Tables
Tables

Regulatory
Regulatory Management
Management consists
consists mostly
mostly of
of setup,
setup,
or
or reference
reference tables.
tables.
These
These reference
reference tables
tables contains
contains information
information about
about
an
item,
such
as:
an item, such as:
Phrases
Phrases
Toxicity
Toxicity
Classes
Classes
Hazard
Hazard groups
groups

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Setup Tables


Refer to the Technical Reference Manuals for the full list of table names.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 4

Material Safety Data Sheet (MSDS)


Material
Material Safety
Safety Data
Data Sheet
Sheet (MSDS)
(MSDS)

Material
Material Safety
Safety Data
Data Sheets
Sheets are
are documents
documents that
that
provide
provide information
information about
about hazardous
hazardous materials.
materials.
An
An MSDS
MSDS is
is aa compilation
compilation of
of information
information culled
culled
from
data
stored
in
tables.
from data stored in tables.
An
An MSDS
MSDS is
is built
built based
based on
on an
an item,
item, and
and its
its
ingredients.
ingredients.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 5

Regulatory Document Tables


Regulatory
Regulatory Document
Document Tables
Tables

Document
Document tables
tables are
are used
used to
to create
create the
the MSDS
MSDS
template.
template.
Each
Each table
table contains
contains aa different
different piece
piece of
of the
the
template
information.
template information.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 6

Regulatory Document Tables


Regulatory
Regulatory Document
Document Tables
Tables

GR_DOCUMENT_CODES
GR_DOCUMENT_CODES
GR_DOCUMENT_DETAILS
GR_DOCUMENT_DETAILS
GR_DOCUMENT_HEADINGS
GR_DOCUMENT_HEADINGS
GR_DOCUMENT_PRINT
GR_DOCUMENT_PRINT
GR_DOCUMENT_STRUCTURES
GR_DOCUMENT_STRUCTURES

Copyright Oracle Corporation, 2000. All rights reserved.

GR_DOCUMENT_CODES: Contains the date format and determines


whether detailed ingredient, toxic, and exposure information displays or
prints on the document. Also allows customization of the appearance of
the detailed elements.
GR_DOCUMENT_DETAILS: Contains each phrase as it will display or
print on the document.
GR_DOCUMENT_HEADINGS: Contains the headings and subheadings
linked to a document.
GR_DOCUMENT_PRINT: Contains print information for the document by
Item Code, Document Code, and Date.
GR_DOCUMENT_STRUCTURES: Contains detailed breakdown about how
the document will display or print. A row of date format and detailed
ingredient, toxic, and exposure information information must be defined in
the Document Code entity before structure details are built.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 7

Regulatory Item Tables


Regulatory
Regulatory Item
Item Tables
Tables

Item
Item tables
tables contain
contain specific
specific information
information about
about an
an
item.
item.
This
This information
information is
is pulled
pulled into
into aa document
document
structure
template
to
create
structure template to create the
the MSDS
MSDS document.
document.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 8

Regulatory Item Tables


Regulatory
Regulatory Item
Item Tables
Tables

GR_ITEM_GENERAL
GR_ITEM_GENERAL
GR_ITEM_DOC_STATUSES
GR_ITEM_DOC_STATUSES
GR_ITEM_DISCLOSURES
GR_ITEM_DISCLOSURES
GR_ITEM_CONCENTRATIONS
GR_ITEM_CONCENTRATIONS
GR_ITEM_PROPERTIES
GR_ITEM_PROPERTIES
GR_ITEM_RISK_PHRASES
GR_ITEM_RISK_PHRASES
GR_ITEM_SAFETY_PHRASES
GR_ITEM_SAFETY_PHRASES
GR_ITEM_TOXIC
GR_ITEM_TOXIC

Copyright Oracle Corporation, 2000. All rights reserved.

GR_ITEM_GENERAL: Stores regulatory information that further


identifies the item. It also stores flags that govern what data displays on
the MSDS.
GR_ITEM_DOC_STATUSES: Contains the last change date and Item
Document Status.
GR_ITEM_DISCLOSURES: Contains Disclosure information for the
item.
GR_ITEM_CONCENTRATIONS: A temporary table used during the
document build process.
GR_ITEM_PROPERTIES: Contains the characteristics of the item such
as physical properties, transport, and country-specific information.
GR_ITEM_RISK_PHRASES: Contains the Standard European Risk
Phrase for the item. Multiple rows of Risk Phrase information can exist for
each item.
GR_ITEM_SAFETY_PHRASES: Contains the European Safety Phrase for
the item. Multiple rows of Safety Phrase information can exist for each
item.
GR_ITEM_TOXIC: This entity holds the toxicity information recorded for
an item. There can be multiple rows of toxic information for each item.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 9

Regulatory Label Tables


Regulatory
Regulatory Label
Label Tables
Tables

Label
Label tables
tables are
are placeholders
placeholders for
for information
information that
that
will
will be
be in
in the
the MSDS.
MSDS.
Information
Information is
is pulled
pulled from
from the
the items
items tables
tables to
to the
the
document
structure
template,
and
is
placed
document structure template, and is placed in
in the
the
appropriate
appropriate section
section based
based on
on where
where the
the label
label tells
tells
itit to
to go.
go.

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 10

Regulatory Label Tables


Regulatory
Regulatory Label
Label Tables
Tables

GR_LABELS
GR_LABELS
GR_LABEL_CLASSES
GR_LABEL_CLASSES
GR_LABEL_CLASS_RESPS
GR_LABEL_CLASS_RESPS
GR_LABEL_PROD_CLASSES
GR_LABEL_PROD_CLASSES
GR_LABEL_PROPERTIES
GR_LABEL_PROPERTIES

Copyright Oracle Corporation, 2000. All rights reserved.

GR_LABELS: Contains many field name classes, each containing many


rows that define the format and text for each line on the document. For
example, a field name of Boiling will determine how and where the
physical characteristics of boiling point display on the document.
GR_LABEL_CLASSES: The field name class groups the field name codes
together into like areas such as Header, Physical, and Transport. Although
we will distribute the application with a number of predefined field name
classes, users can add to them.
GR_LABEL_CLASS_RESPS: Contains the Responsibility Code that can
be assigned to the field name. Primarily used for security purposes in the
application. For example, someone responsible for transportation
information will only have field names that are linked to that
responsibility and can navigate only to the Transportation form.
GR_LABEL_PROD_CLASSES: Contains the product classes that will not
print the field name code and associated information.
GR_LABEL_PROPERTIES: Contains the display properties for the field
name for each item code. For example, the field name Color has a display
property of text or phrase entry, and boiling point has display properties of
text, low range, high range, and temperature scale.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 11

Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to:
to:
Recognize
Recognize the
the Regulatory
Regulatory Management
Management concepts
concepts
and
identify
the
Setup
tables
and identify the Setup tables
Understand
Understand Material
Material Safety
Safety Data
Data Sheets
Sheets
Identify
Identify Document
Document and
and Item
Item tables
tables

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Regulatory Management
Chapter 10 - Page 12