MFG OPM Advisor Webcast 2016 0105

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Upcoming: Process Manufacturing Batch Hold Management Functionality

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Upcoming: Process Manufacturing Batch Hold Management Functionality

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.
Oracle Advisor Webcast

Process Manufacturing Batch Hold
Management Functionality
Lea DiPentima, Senior Principal Technical Support Engineer
Glenn Ruhl, Principal Technical Support Engineer
January 5, 2016
Objective
To understand Batch Hold
functionality and how it can be
helpful in the business process
Batch Hold Management

1
Overview and Process Flow
Functional Overview
Technical Overview
Demo
Troubleshooting
5
Summary
Batch Hold
Description
Batches can be put on Hold to prevent progress on production

Pending, WIP, and Completed Batches can be put on hold and released
from hold
There are two hold modes: Pause and Stop
Pause: Allows some transactions but prevents status changes
Stop: Prevents transactions and status changes
Hold and Release Hold actions are supported with E-Records and ESignatures

Business Value
Improved control on Production Activity

Prevents users from progressing a batch when a decision has been made to put it on
hold temporarily
Reduces human error
Batch Hold Management Overview and Process flow

Create / release
/ complete
batch
Place the batch

on Hold
Review and
resolve the
issues
Progress the
batch
Release hold
Batches can be put on hold for a number of reasons:

Machine breakdown
Material shortage
Delay in Quality testing
Associated sales order was put on hold
10
Functional Overview for Batch Hold

Management
11
Availability upon different batch status

Batch Status
Hold Mode
Stop
Hold Mode
Pause
Pending
WIP
Complete
Closed/Cancel /Terminated
12

List of actions allowed or disallowed when a batch is on hold
Action
Hold Mode Pause
Hold Mode - Stop
No
No
No
No
Batch Actions
Release / Un-release
Complete / Revert to WIP
Cancel / Terminate / Close
Reroute
Step Actions
Release / Un-Release
Complete / Revert to WIP
Close
13

Action
Hold Mode Pause
Hold Mode Stop
New Transactions Material or Resource
No
No
Backdated Transactions - Material or Resource

(including Corrections for existing
transactions)
Reservations / Picking / Move Orders
Yes
No
Yes
No
Planning
Yes
No
Yes
No
Batch Actions
Scale
Reschedule
14

Action
Batch Additions / Deletions
Addition / Deletion of Ingredients,
Products, Steps, Activities, Resources
Addition / Deletion of Process
Parameters
Hold Mode Pause
Hold Mode - Stop
Yes
No
No
No
No
No
Yes
Yes
Integrations with MES

Dispensing
Process Instructions Execution
Integrations with Quality
Sample creation / Results entry
15

Batch Detail Form - New Menu
16
Batch Onhold Form

When Putting Batch On Hold
17
Batch Onhold Form

When Releasing Batch Hold
18
Hold History
Clicking the Hold History button on the Batch Onhold form shows all the
hold history records of the current batch.
19

Batch Detail Form Hold Type
20
New Lookup Type GME_BATCH_ONHOLD_REASON
21
Batch Hold Management Hold Type Pause (Actions Menu)
22
Batch Hold Management Hold Type Stop (Tools Menu)
23
Batch Hold Management Hold Type Stop (Inventory Menu)
24
Batch Hold Management Hold Type Stop ( Actions Menu)
25
Batch Hold Management Hold Type Pause ( Error for material transactions)
26
Technical Overview for Batch Hold

Management
27

Data Model Changes
New Table:
GME_BATCH_ONHOLD_DTLS
Sequence: GME_BATCH_ONHOLD_ID_S
Index: GME_BATCH_ONHOLD_DTLS_N1
(HOLD_ID)
28
New Workflow Business Events, ERES, AME Transaction types

Business Events
Subscriptions (rule function/workflow)
EDR_XML_MAP_CODE
Batch Hold:
oracle.apps.gme.batch.hold
EDR_PSIG_RULE.PSIG_RULE/PSIG_ESIG
N_PAGE_FLOW
oracle.apps.gme.cbr.btch.hold
(gme_cbr_batch_hold.xgm)
GMO_CBR_GRP.PROCESS_EVENT
Batch Hold Release:
EDR_PSIG_RULE.PSIG_RULE/PSIG_ESIG
oracle.apps.gme.batch.holdrelease N_PAGE_FLOW
oracle.apps.gme.cbr.btch.hold
(gme_cbr_batch_hold.xgm)
GMO_CBR_GRP.PROCESS_EVENT
AME/ERES Transaction Name
Transaction Type Id
E-record style sheet
GME ERES Batch Hold
oracle.apps.gme.batch.hold
GMEBHOLD.rtf
GME ERES Batch Hold Release
oracle.apps.gme.batch.holdrelease
GMEBHREL.rtf
29
New CBR Section in GMO CBR Common Template (GMOCBRCOMN.rtf)
30
New Templates for batch hold E-Record

- Template Name: GME:Batch Hold
- Template File: GMEBHOLD.rtf
31
New Templates for batch hold release E-Record

- Template Name: GME:Batch Hold Release
- Template File: GMEBHREL.rtf
32

Public API changes in GME_API_PUB
APIs
Changes - Error If:
Reroute_Batch/Cancel_Batch/Release_Batch/Unrelease_Batch/Complete_Batch/R
evert_Batch/Close_Batch/Terminate_Batch/Release_Step
/Unrelease_Step/Complete_Step/Revert_Step/Close_Step/Update_Actual_Rsrc_U
sage/Insert_Process_Parameter/Update_Process_Parameter/
Delete_Process_Parameter/Update_Batchstep_Qty/Update_Actual_Rsrc_Usage
- The batch is on Stop hold

- The batch is on Pause Hold
- No hold, Complete/Release
batch/step actual start/
completion date is within a hold
period
Scale_Batch /Reschedule_Batch /Reschedule_Step/Create_Batch_Reservations/

Create_Line_Reservations/Insert_Step/Insert_Material_lLne/
Delete_Material_Line/Delete_Step/Incremental_Backflush/
Insert_Batchstep_Resource/Delete_Batchstep_Resource/Auto_Detail_Line
/Auto_Detail_Batch/Insert_Batchstep_Activity/Delete_Batchstep_Activity/
Create_Pending_Product_Lot/Update_Pending_Product_Lot/
Delete_Pending_Product_Lot/Theoretical_Yield_Batch
- The batch is on Stop hold
33

Public API changes in GME_API_PUB
APIs
Changes - Error If:
Update_Material_Line
Update_Batchstep_Resource
Update_Batchstep_Activity
- Batch is on STOP Hold

- Batch is on Pause hold and actual qty/date is changed
- No hold, actual start/completion date is overlapping with
history hold period
Create_Material_Txn
Convert_Dtl_Reservation
- Batch is on STOP hold

- Batch is on pause HOLD but txn date is within a hold period
Insert_Incr_Actual_Rsrc_Txn
Insert_Timed_Actual_Rsrc_Txn
Start_Cmplt_Actual_Rsrc_Txn
End_Cmplt_Actual_Rsrc_Txn
- Batch is on STOP hold

- Resource txn date within a hold period
- Resource start/end date is overlapping existing hold period
34
Demonstration
35
Troubleshooting Overview for Batch Hold

Management
36

Diagnostics and Troubleshooting
Enable GME debugging per MOS note - How to Set Up Debug Options in
Oracle Process Manufacturing Process Execution. (Doc ID 235967.1)
Get Diagnostics Apps Check as per MOS Note 838707.1 for application
Process Manufacturing Process Execution(GME).
Verify whether the issue is related to any personalization or customization,
by turning these off
Run this query to get batch hold status (R No hold, P Pause, S Stop)
select gme_common_pvt.GET_BATCH_HOLD_STATUS (&batch_id) from dual
37

Troubleshooting Tips
Issue #1:
Not able to create/update resource transactions Or Material transactions
Probable Cause:
Batch could be on hold, Pause or Stop
Batch is not on hold, but the material transaction date, or resource transaction date, is falling in a period the batch was on hold
The resource transaction start date and resource transaction end date overlap with a period where the batch was placed on hold
Resolution:
Batch should be released from hold.
Modify material/resource transaction transaction date to not fall in any hold period.
Modify Resource transaction start/end date to not overlap with any batch hold period.
38

Issue #2:
The resource transactions are failing to be created by Resource Transaction Manager for Outside Processing.
Probable Cause:
The resource transaction date could be overlapping with one of the hold periods
Resolution:
Correct the resource transaction date in the resource transaction interface record so that it does not overlap with the hold
periods.
39

Issue #3:
Not able to see the pending dispense or dispensed material line in dispense workbench or dispense touch screen UI
Probable Cause:
Batch could be on hold, either Pause or Stop
Resolution:
Batch should be released from hold.
40

Issue 4
Not able to see the E-Signature approval process launched or E-Records generated for Hold or Hold Release actions
Probable Cause:
Profile EDR: E-records and E-signatures is not set to Y
The new business events of Batch Hold and Hold Release are not enabled.
The seeded E-Records subscription of the business events are not enabled
E-Records/E-Signature required is not set to Yes for the new AME transaction types in ERES setup
AME approval groups and rules are not properly configured
Resolution:
Set profile EDR: E-records and E-signatures value to Y
Enable business events oracle.apps.gme.batch.hold and oracle.apps.gme.batch.holdrelease
Enable seeded subscription with rule function EDR_PSIG_RULE.PSIG_RULE and workflow PSIG_ESIGN_PAGE_FLOW
Set E-record/E-signature required variable values to Y for both transaction types in ERES Administrator setup
Set up proper AME approval rule for transaction type GME ERES Batch Hold/Hold Release
41
Additional Resources
White Paper on Batch Hold
Oracle Process manufacturing- Placing and releasing a batch Hold (Doc ID 2051375.1)
For more information about Oracle E-Business Suite
http://www.oracle.com/us/products/applications/ebusiness/overview/index.html
For Oracle Product documentation
http://www.oracle.com/technology/documentation/applications.html
42
Summary
What we covered today

New Feature Batch Hold
Management and how
Pause/Stop holds can be used.
43
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Top Articles and Community Links

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1393312.2].
Process Manufacturing (OPM) Advisor Webcast
Calendar/Archive [ID 1064676.1].
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740966.1].
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Manufacturing My Oracle Support Community.
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ATTENTION AUDIO Options

Option 1: Voice Streaming Audio Broadcast

Option 2: Teleconference (Dial In)

No need to dial in on a telephone

Requires telephone to dial in

Upcoming: Process Manufacturing Batch Hold Management Functionality

Upcoming Advisor Webcast Schedule

Upcoming: Process Manufacturing Batch Hold Management Functionality

Safe Harbor Statement

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Oracle Advisor Webcast

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Overview and Process Flow

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batches can be put on Hold to prevent progress on production

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Improved control on Production Activity

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management Overview and Process flow

Place the batch

Batches can be put on hold for a number of reasons:

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Functional Overview for Batch Hold

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Availability upon different batch status

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Hold Mode Pause

Hold Mode - Stop

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Hold Mode Pause

Hold Mode Stop

New Transactions Material or Resource

Backdated Transactions - Material or Resource

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

List of actions allowed or disallowed when a batch is on hold

Hold Mode Pause

Hold Mode - Stop

Integrations with MES

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Onhold Form

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Onhold Form

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management

New Lookup Type GME_BATCH_ONHOLD_REASON

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management Hold Type Pause (Actions Menu)

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management Hold Type Stop (Tools Menu)

Copyright 2015 Oracle and/or its affiliates. All rights reserved. |

Batch Hold Management Hold Type Stop (Inventory Menu)