Solutions for Industrial Manufacturing

Presentation and Demonstration Script

V 2.0
29-Oct-2008

Solutions for Industrial Manufacturing

Presentation and Demonstration Script
Contents
Preface.................................................................................................................5
Overview ................................................................................................................................. 5
Synopsis ................................................................................................................................. 5

How to Use this Presentation ............................................................................7

Overview ..............................................................................................................7
Demonstration.....................................................................................................9
Business Intelligence ............................................................................................................ 9
Forecasting........................................................................................................................... 10
Planning................................................................................................................................ 11
Procurement......................................................................................................................... 13
Manufacturing Scheduling.................................................................................................. 15
Manufacturing Execution.................................................................................................... 17
Distribution........................................................................................................................... 20
Business Intelligence (revisited)........................................................................................ 21

Summary ...........................................................................................................22

Preface
Overview
This document is a transcript of the narration that accompanies the recorded demonstration of
Oracle Accelerate Solutions for Industrial Manufacturing. Use this transcript to prepare for the
presentation; it will help you understand the flow of the presentation and demo, and highlight key
points to emphasize with your prospect.
You can also use this document as a prototype to develop your own script, if you choose to run
the demo in self-paced mode.
Page numbers following topics indicate the page, or subsection of the presentation. During
narrated playback, the arrow keys will move forward or back to next or preceding page. Audio
files are also associated with pages, so the page numbers can be an aid in translation.
IMPORTANT: If you use this document as a basis for translation, please consult your
Regional/Country guidelines for translation of product content that will be available to external
(i.e. non-Oracle) audiences.
Synopsis
The presentation starts with a short overview of the Oracle Accelerate program and outlines the
flow of the demonstration. The narrated demonstration runs about 42 minutes. Below is a chart
that highlights the overall business flow, products used and key differentiators to point out for this
demo.
Industrial Manufacturing Business Flow Overview:
Flow Segment
Overview (5:30)
Business
Intelligence

Description

Products

You spot a problem with sales

orders missing their shipment
dates.

eBusiness
Intelligence

Forecasting has been alerted to the

problem, and the forecast has
already been annotated your
actual demand has been exceeding
forecast because your competitor
has reported quality problems. You
re-forecast the item for which
youve seen the exceptions.

Demantra

(2:45)

Forecasting
(2:45)

Key
Differentiators
Pre-delivered
metrics and
analytics to
understand
business health.
No complex data
warehouse is
needed.
Improve forecast
accuracy, with
sophisticated
forecasting thats
easy to use.
Grow at your
own pace.

Planning
(6:45)
[NOTE:
Forecasting and
Planning has
been split into
two sections, so
you can skip the
Demantra
segment if you
choose.]
Procurement
(5:30)

Manufacturing
Scheduling

Planning uses the forecast to run

an Advanced Supply Chain plan
across a distribution center and two
manufacturing plants. You see an
exception message, warning that a
sales order is at risk of being
shipped late, so the planner pulls
the pegged work order in and
releases it to manufacturing.
Purchases of frequently-used items
are fully automated.

Advanced Supply
Chain Planning

Procurement sees the order that

was automatically generated by
planning; you receive the order,
and see the Payables invoice that
was automatically generated.

Purchasing;
Financials (Payables)

The shop floor supervisor views

and resolves short-term scheduling
problems.

Production
Scheduling

Shop floor operators execute the

work order, record quality
information, and complete the order
to stock.

Discrete
Manufacturing (Work
in Process and
Quality)

Improve
productivity.

Shipping views the pickllist that is

automatically run for hot orders,
ships the order, and views the
receivables invoice that was
generated automatically,

Order Management,
Shipping, Financials
(Receivables)

Improve
productivity.

Manage
exceptions
proactively.
Automate
everyday
activities.

(6:00)

Manufacturing
Execution
(6:45)
[NOTE:
Manufacturing
has been split
into two sections,
so you can skip
the Production
Scheduling
segment if you
choose.]
Distribution
(4:30)

Plan your entire

supply chain.

Reduce nonvalue added

activity.
Seamless
integration with
Financials.
Resolve shop
floor scheduling
easily, with
powerful
production
scheduling.

Configure to
match your
business
practices.

Allocate scarce
material when
necessary.
Ship simply, or
create detailed
shipment plans.

Business
Intelligence

Review key information to see that

the business is back on track.

(0:30)
Summary (2:00)

eBusiness
Intelligence

How to Use this Presentation

[This section is a self-paced tutorial exercise in SimBuilder; no script is provided here.]

Overview
Slide: Solutions for Industrial Manufacturing (Pg 1)
Hello, and welcome to this demonstration of Oracle Accelerate Solutions for Industrial
Manufacturing, featuring Oracle E-Business Suite applications.
Slide: Safe Harbor Statement
But first, a word from our lawyers
Slide: Introducing Oracle Accelerate (Pg 2)
Before looking at the E-Business suite functionality, lets talk for just a few minutes about Oracle
Accelerate.
Slide: The Best Applications
Oracle Accelerate is Oracles initiative to supply growing business with flexible business solutions
the same software solutions used by multi-billion dollar conglomerates. Despite what other
software providers may say, Oracle believes that the challenges faced by growing businesses are
just as complex as those of large multinational companies. And Oracle Accelerate provides
midsize companies with solutions that are complete, industry focused, and easy to own.
Slide: Complete, Industry Focused, and Easy to Own
Oracle Accelerate provides COMPLETE solutions, built on the Oracle E-Business Suite, solutions
that are comprehensive, integrated out of the box, and almost infinitely scalable to grow with
you as you grow, unlike a lot of packages targeted solely at small businesses.
Oracle Accelerate provides INDUSTRY FOCUSED solutions, with tools that support industryleading practices, a unique accelerator methodology to facilitate rapid deployment within your
business, and leveraging the flexibility of the Oracle E-Business Suite to easily tailor the solution
for a custom fit, without costly and risky customizations.
And finally, Oracle Accelerate makes these proven solutions EASY TO OWN easy to buy,
implement, use, maintain, and perhaps most importantly, easy to adapt as your business
environment changes. The demonstration will highlight these three key characteristics.
Slide: Industry Drivers (Pg 3)
So what issues are important to most industrial manufacturers?
As global communication costs continues to decrease, customers are finding more options for
suppliers; offshore purchases are becoming more cost efficient. Decreasing prices result from
this globalization and increased competition.
Customers are becoming more demanding in expecting basic products personalized to fit their
needs, and are expecting faster deliveries of these products and all others as well.
As a result of cost focus, Industrial Manufacturing companies are under pressure to streamline
operations. Cost reduction initiatives such as outsourcing, Vendor Managed Inventory, and Lean
Manufacturing are helping companies remain cost competitive across the value chain, while
maintaining high customer satisfaction.
The growth of the Internet as a selling channel and information medium is leading to more and
more customers demanding real-time information on products, prices, and shipping status. In

addition, self-service access to this information is decreasing time and costs for sales and
marketing in all companies.
Slide: Applications for Industrial Manufacturing (Pg 4)
Whats the suggested footprint for industrial manufacturing? These are the key components ypull
see in the demonstration: Business Intelligence, Supply Chain Management, Procurement,
Financials, Discrete Manufacturing, Order Management, and Shipping.
Please note that this is just one typical set of products. Oracle Accelerate lets your account team
easily create a bundle of applications to address your specific needs.
Slide: Industrial Manufacturing Demonstration Flow (Pg 5)
Heres the story youll see in the demonstration.
Highlight Business Intelligence

Youll use Business Intelligence to identify a problem in this story, an increasing trend in late
shipments.
Highlight Forecasting and Planning

Youll trace that problem to unanticipated demand your competitor has reported quality
problems that are having an unexpected impact on your sales, and youll adjust your forecast.
The forecast will drive a new supply plan for your business, which will highlight individual orders
at risk, and allow your planner to make proactive adjustments in the schedule.
Highlight Procurement

The planning process will drive procurement of raw material and components, and will show a
fully automated scenario that eliminates a lot of non value added activity in the procurement
process.
Highlight Manufacturing

Youll then follow the manufacturing order through the shop floor, seeing the intuitive user
interface and paperless communication of information to your shop floor operators.
Highlight Distribution

Then youll ship the order.

Highlight Financials

Along the way, youll see the integration to financials from procurement, manufacturing, and
shipping, ...
Highlight Business Intelligence

... and finally youll return to Business Intelligence to ensure that your operation is back on track.
Slide: Demonstration Product (Pg 6)
As you go through the demonstration, it might be helpful to visualize the product youll be
building.
Highlight AS66703

The end item is the "Vision Pad PDA," part number AS66703, which you'll see in the forecast,
planning, and scheduling processes.
Highlight CM66322

You'll see the purchasing process illustrated with its LCD Display, part CM66322 ...
Highlight CM66334 and CM66703

and you'll see the rest of the components in Manufacturing.

Demonstration
Business Intelligence
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Highlight Business Intelligence

Start with a look at Oracle's Business Intelligence.

Screen: Customer Fulfillment Management (Pg 2)
Business intelligence is part of Oracle Accelerates recommended solution for midsize Industrial
manufacturers. Business Intelligence consists of a series of role-based dashboards, which
provide all levels of management the information you need to gauge the health of your business.
Each dashboard displays a set of key performance indicators, graphs, and reports targeted to a
specific business role. This is the Customer Fulfillment dashboard.
Highlight Links

To the right, there are links to other dashboards that you have access to and of course, these
dashboards are fully configurable based on the roles and responsibilities of individuals in your
organization.
Highlight Customer Fulfillment Management KPIs
Highlight Past Due Schedule Value

The key performance indicators, or KPIs, in the upper left highlight a few problems, but for
purposes of this demonstration, focus on the Past Due Schedule Value in other words, sales
orders that have missed their scheduled ship date.
Scroll down

Scroll down, and you see a few graphs that reinforce the KPIs fulfilled value is trending down
since last month, and the book to fulfill ratio is increasing youre taking more orders than youre
shipping.
Beneath the graphs, you see a summary by product category, and to the right, links to drill down
to the detail if you need it.
Click Past Due Schedule Value link

Screen: Past Due Schedule Value Detail

Look at the detail of the past due shipments. Here you see the actual orders that make up those
statistics.
Click Order Number 14940

Screen: (order details)

You can even drill into the details of an individual order if necessary and all of this is native to
the Oracle E-Business Suite theres no separate data warehouse to buy, maintain, and
synchronize. Thanks to Oracles unique technology, Oracle Business Intelligence offers better
information at lower cost ... its Easy to Own!
Click View Line Details

Screen: Delivery Details

Slide: Key Takeaways (Pg 3)
Before leaving Business Intelligence, a couple of key takeaways:
Oracles Business intelligence helps you spot trends and problems earlier, with business-focused
KPIs, graphs, and reports.
Oracles unique approach to Business Intelligence provides drill down to the transaction detail
when necessary try doing that with a bolt-on data warehouse!
The same platform supports your transaction system and your business intelligence system,
without the added cost and complexity of a data warehouse. You get better information at lower
cost. Its part of Oracles solution for midsize businesses, a solution thats complete, industry
focused, and easy to own.

Forecasting
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Highlight Forecasting and Planning

But business intelligence in the broader sense is not limited to the dashboards. The Oracle EBusiness Suite provides a variety of actionable notifications, to help you do your job more
efficiently, making the software easy to use.
Youll see some of that in Forecasting and Planning, the next topic.
Screen: Collaborator Workbench (Pg 2)
Here, youve signed on as a demand planner, and you see several messages, including a
message that the actual demand is exceeding the threshold you've established.
Highlight message Actuals exceeding forecast by > 10%
Click the message link

Screen: Worksheet
Open the forecast worksheet, and you see the details.
Highlight different colored bars as mentioned

The graph at the bottom shows this visually the dark green bars are the historical data, the dark
red represent the forecast, and the light blue bars show the recent actual demand.
The details are shown in the worksheet, and the notepad icon indicates that theres a comment
attached.
Highlight notepad icon
Click Notepad icon

Open the note, and ...

Select Notes from the list of values

Screen: Notes
and you see that the increased sales have been anticipated, due to recent quality problems
that your competitor has reported.
Click the Close button

Screen: Worksheet
While you don't typically run forecasting every day, the forecasting capabilities in Oracle make it
easy to re-run a simulation of the forecast based on this new information. And unlike other
forecasting products, you have the option to regenerate the forecast for this item only, without
regenerating the entire forecast ... a lot quicker and easier.
Click the Run Simulation button
Click the OK button

Just click the Run Simulation button, choose to regenerate the item or the entire worksheet, and a
new forecast is generated.
Click the OK button

Screen: Worksheet (Pg 3)

Click the Rerun Worksheet icon

Refresh the worksheet, and you see the new forecast that was generated, including how closely
that forecast would have matched the historical data.
Highlight Simulation column
Click the 4,218 entry in the Statistical Plan column

Its a simple process for you, but it uses a sophisticated forecasting engine that is combining the
best set of forecast models (not just one best fit algorithm) for this particular demand stream. Its
kind like having a PHD in a box you get the benefit of a superior forecasting methodology,
without complicated setup or a doctorate in statistics!
Finally, just a brief note on Adaptability, part of Oracle Accelerates Ease of Ownership message.
As you grow, you can add a fully featured Sales & Operations Planning module, built using this
same engine and collaboration toolset.

10

Planning
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Highlight Forecasting and Planning

After adjusting your forecast to reflect the increased demand you expect, its input to your supply
plan, and planning has generated new suggestions and exceptions. Here too, youll see
actionable intelligence from the Planning module.
Screen: Navigator (Planner Workbench) (Pg 2)
The tool youre seeing is Oracles Advanced Supply Chain Planning, meaning that the plan can
cover your entire supply chain, not only multiple plants or distribution centers within your
enterprise, but your suppliers and customers as well.
Highlight plan names

Here youre seeing here a list of plans that have been generated an active or production plan,
and several simulations, to test various what-if scenarios.
Click the + icon for the 2007-Plan

Expanding the production plan, you can see that it includes the distribution center D2, and two
manufacturing plants, M1 and M2.
Right-click TST:M1

In addition to the traditional horizontal and vertical plan views, Oracle Advanced Planning
simplifies your day-to-day activities by bringing critical exceptions to your attention.
Select Exceptions > Summary from the list of values

Screen: Actions (summary)

Here, you see a number of exceptions in various categories: Sales order and forecasts that are at
risk of being fulfilled late; shortages; Reschedule suggestions; Item Exceptions, and at the
bottom, the normal day-to-day Recommendations actions that you SHOULD take in order to
successfully execute the plan, like releasing new orders to purchasing and manufacturing.
You expand each category to see the details.
Double-click the Late Sales Orders and Forecasts category

Drilling into the Late Orders exception, you see that there is a Sales Order at risk one of those
unexpected orders that was booked inside the planning time fence.
Double-click the Late Supply Pegged to Sales Order category

Screen: Exception Details

Highlight Needed field

Drilling down further, you can see the details of the specific order here the sales order was
scheduled to ship on March 16, but Planning wasnt able to recommend a replenishment until
March 21.
Highlight Planned field
Click the Supply/Demand button

Screen: Supply (Order tab) (Pg 3)

Drilling down to the supply details, you can see the order that planning is suggesting. Here you
can use pegging capabilities to trace this order to its source Sales Order 64432.
Click the + icon to expand the pegging tree
Highlight Sales Order 64432

Screen: Supply (Release Properties tab)

Other views within the Planner Workbench would let you verify that you can pull that supply order
in to meet the demand, even though you used the planning time fence to restrict planned
changes in the short term, and temper so-called nervousness in your plan.
Click the Release Properties tab

Select the Release Properties tab, and select this order for release. You can move that order in
by changing its implement date. Implement that order with due date of the 16th, to meet that
sales order demand that youve seen.
Click the For Release checkbox
Click the Implement Date field
Implement Date 16-March-2007 is entered and the Save icon is clicked

While Oracles Advanced planning allows you control to deal with exceptions like the one youve
just seen, it can also automate some of your more mundane decisions. For example, you might
choose to automate purchasing of stock or commonly used components, such as the LCD panel
in this example. In this case, plannings recommendations have automatically generated releases

11

against a pre-established blanket purchase agreement, based on your settings of the autorelease parameter for the item. In a few minutes, youll look at this purchase order, follow it
through receiving, and see that you can even automate the payment process.
Click the Close (X) button

Screen: Navigator (Planner Workbench) (Pg 4)

Before leaving planning, consider a few more of its capabilities. Oracles concept is that the
simplest planning environment is the one with the fewest plans to synchronize, so we describe
our planning process as Holistic. (You can tell this is a California company!) But what does that
mean to you?
In a nutshell, it means that one plan can cover your entire supply chain, across your entire time
horizon, with the level of detail you need at each point on that timeline.
Highlight plan organizations

Youve already seen that this plan covers two manufacturing plants and a distribution center. As
you become more experienced and gain control of your supply chain, you can add a
Collaborative Planning module, to extend this plan to your suppliers and customers theres
another example of adaptability.
Click Plan in the menu bar
Select Plan Options from the list of values

Screen: Plan Options (Aggregation tab)

Highlight planning buckets

Looking at the plan options, youll see different levels of granularity across the planning horizon
daily buckets for the next 30 days, followed by weekly and monthly periods as you get further
out in time.
And planning accommodates whatever combination of manufacturing methods you employ in
your enterprise.
Thats the quick explanation of Holistic planning -- your entire supply chain, your entire planning
horizon, and your entire set of manufacturing and procurement processes. You can run your
business off of one plan instead of many. And if youve got only one plan, you dont waste time
synchronizing multiple plans, which streamlines your planning process and makes you much
more nimble and adaptive to changing market conditions.
Click the Constraints tab
Highlight Constrained Plan checkbox

Screen: Plan Options (Constraints tab)

Finally, this plan has not been constrained by resource or material availability but if your
planning needs are more sophisticated or as you gain experience, you can add the Constraint
based optimization option when youre ready. Constraint-based optimization further automates
the planning process, and unlike a lot of other planning products, you can apply the constraints
and optimization selectively across the horizon another example of adaptability, part of ease of
ownership.
Click the Close (X) button

Slide: Key Takeaways (Pg 5)

So, a few key points to remember:
Oracles Forecasting and Planning products allow you to grow at your own pace. You can start by
replacing multiple spreadsheets with a best in class collaborative forecasting tool, and move into
formal Sales and Operation Planning when youre ready.
Better tools can improve your forecast accuracy, without sacrificing ease of use forecasting
may hard on the inside, but Oracle makes it easy on the outside.
Planning helps you proactively manage exceptions, with explicit notifications and drill down
capability.
and you can automate those everyday tasks that dont raise exceptions.

12

And as you gain experience with the planning toolset, you can achieve even greater benefits by
adding advanced capabilities, like constraint-based optimization if and when youre ready.

Procurement
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Highlight Procurement

Next, look at the procurement process.

Screen: Find Purchase Orders (Pg 2)
As you heard a few minutes ago, Planning has the ability to automate your everyday activities, for
example, by automatically releasing planned purchase orders.
Screen: Purchase Order Headers
Click the (purchase order) Number field
Number 5501 is entered

If you look at the purchase order summary

Click the View Releases checkbox
Click the Find button

Screen: Purchase Order Headers

you'll see the blanket purchase agreement for the LCD Panel, along with the releases against it.
These releases were automatically generated by the planning process.
From the summary, you can drill into the details of your order.
Click the Execute field (far left) for Order 5501, Release 1

Screen: Purchase Order Summary to Releases

Here you see the basic order information.
Highlight Shipments tab

Each line can have multiple shipments to simplify procurement for multiple facilities,
Highlight Distributions button

and each shipment can have multiple account distributions to charge the correct departments
it's a full featured purchasing model.
You can communicate these orders to your suppliers via Email, EDI or optionally with Oracle's
I-Supplier portal, which not only gives suppliers a real-time, secure view of your orders, but also
gives your suppliers a view of their invoices (eliminating those unnecessary phone calls). It
provides your suppliers the ability to create ASNs to simplify the receiving process, AND it gives
them a view into YOUR statistics of THEIR performance, to facilitate proactive improvement on
their part. And all they need is an Internet browser!
Click the Navigator icon

Screen: Find Expected Receipts (Pg 3)

Now fast forward to the point where the order arrives at your dock.
Click the Purchase Order Number field
Purchase Order 5501 is entered

If your supplier has included the PO number on the shipping documents, youd just enter the
order number.
Highlight search options

If theres no purchase order, receiving provides extensive search capability to help you locate the
correct order right on the receiving dock, without a lot of research in the back office.
Click the Find button

Screen: Receipt Header

Click the Packing Slip field
Packing Slip 1245 is entered, and the Close (X) button is clicked

The first screen here is the receipt header, where you can enter the packing slip number and
other receipt related information.

13

Screen: Receipts
Close the header, and you see the business end of the transaction. Notice that the required
data has defaulted for you. You see the expected receipt quantity, and the destination.
Highlight Destination Type

Here youll receive directly into inventory, so the material is ready to use.
Scroll right; highlight Subinventory

Further right, you've set up a default location or "subinventory" for the material. You can override
all these defaults if needed, but with just a little setup you can streamline the receiving process to
match they way YOU want to run your receiving dock.
Depending on your business practices, you can receive material to the dock and later deliver it to
inventory, and you can add a mandatory inspection and quality data collection step if you need to
specific to an item and supplier, so you can be very selective.
Scroll left

You'll see an example of a quality collection plan in the Manufacturing process.

Click the Checkbox for the first order line

For now, select the order line, accept all the defaults, and save the transaction. That's all there is
to it!
Click the Save icon

If your transaction volumes or procurement policies dictate, you can further simply the process by
adding optional capability to use RF bar code scanners fully integrated with the receiving
process, right off the shelf.
Screen: Find Invoices (Pg 4)
Receiving isn't the only part of this business flow that you can simplify. You can automate the
payment process as well, using built-in Pay on Receipt or Evaluated Receipt Settlement"
functionality.
Click the PO Num field
PO Num 5501 is entered

Using this facility, you can eliminate the need for a supplier to create and send you an invoice,
and the need for you to then re-enter that invoice data and match it to the correct purchase order.
Click the Find button

Screen: Invoice Workbench

Highlight Description

Here's the invoice, automatically created by your receiving transaction, ready to approve for
payment.
Click the Lines tab

Screen: Invoice Workbench (Lines tab)

You can view the line details,
Click the Scheduled Payments tab

Screen: Invoice Workbench (Scheduled Payments tab)

... the scheduled payments, and other information you might be interested in.
You've taken a lot of non-value-added activity out of your supply chain, for both your supplier and
yourself. It's a win for both parties. If you're into "lean" business practices, this is one more bit of
waste that you can easily eliminate, using core capabilities of the Oracle E-Business Suite.
Click the Close (X) button

Slide: Key Takeaways Procurement (Pg 5)

So to summarize this quick view of procurement, here are a few points to remember.
The procurement capabilities in the Oracle E-Business Suite enable you to reduce non-value
added activity in your procurement process, by automating and simplifying day-to-day tasks, like
Purchase order creation and receiving you can lean out that part of your supply chain.
Procurement is seamlessly integrated with the Oracle E-Business Suite financial products you
saw the automation of the Payables invoice from the Inventory Receipt.

14

And while basic procurement offers a complete solution for most industrial manufacturers, you
can grow into capabilities like I-Supplier portal, to streamline communication with your suppliers,
and bar coded receiving and putaway, to help reduce errors and improve productivity.
Procurement is one key part of the Oracle Solution for midsized industrial manufacturers, a
solution thats complete, industry focused, and easy to use and adapt easy to own!

Manufacturing Scheduling
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Highlight Manufacturing

Now look at the manufacturing process, including detailed production scheduling and shop floor
execution.
Screen: Production Scheduling Demand Gantt (Pg 2)
As a shop floor supervisor, youre examining the production schedule for the next few weeks.
This schedule initially resulted from Oracles seamless integration of manufacturing and planning.
These are the orders that were released from the Planner workbench.
The Gantt chart view provides a quick, visual view of the status of the schedule, and based on the
color-coding, you can immediately see that there are some problems.
For this demo, take a look at Order 244264. This is the work order or job that the planner just
rescheduled and released.
Highlight order

The black bar indicates the scheduled start and completion dates, but the red bar indicates that
this order is likely to be late.
Highlight black bar, then red bar

So far, this is similar to the manual scheduling boards youre probably familiar with.
But at the bottom of the screen, you see more details, including a description of the root cause of
the problem here, the new schedule for the order has hit a capacity constraint, not for the
finished item itself, but for one of its components, the motherboard.
Right click the root cause for the highlighted line

Right-click the root cause, and drill down to the Demand Gantt to expand the demand tree and
see the details.
Select Drill down to Demand Gantt from the list of values

Here you see the problem component, CM66721, and the operation where the constraint is
violated, the molding operation.
To identify the specific resource, you can drill down from the root cause to the operation
properties.
Right click the root cause for the highlighted line
Select Open Operation Properties from the list of values

Screen: Operation Properties

This view shows you that the overloaded resource is the Injection Molding machine; as the shop
supervisor, youd want to investigate how to make more time available in order to meet the
schedule.
Click the OK buton

Screen: Production Scheduling Demand Gantt (Pg 3)

Scroll down in the Views window
Click the Resource Utilization icon

Screen: Resource Utilization

You might start by looking at the details of the machine utilization. You see that utilization is high,
particularly in the week of March 18. Now youre faced with a decision whats the best way to
handle this overload? For this scenario, assume that you have the ability to run the molding
machine over the weekend. But will that be sufficient to solve the problem?

15

To find out, you can run a simulation. You can easily create and compare one or more alternate
scenarios, and choose to execute the schedule that shows the best results.
Highlight scenario VP1

VP1 is the primary schedule, but for simulation purposes, youve built a duplicate schedule to
simulate the extra capacity that would be available if you run overtime.
Highlight the OT Inj Mold scenario

Expand the Overtime Scenario, and you see the different tools and views that are available to
you.
Click the OT Inj Mold scenario
Click the Calendar Editor

Screen: Production Scheduling Calendar Editor

Highlight the TST:M1:INJECTMLD3:MOL calendar

Open the Calendar Editor, and you see that in the default calendar, the Injection Molder is
scheduled during the week, but not on weekends.
Highlight the OT TST:M1:INJECTMLD3 calendar

You simulated your new schedule by creating a new OT or overtime calendar, that shows the
injection molder scheduled 7 days a week.
Click anywhere to close the calendar

Close the calendar editor, and open the Resource Gantt chart
Click the Resource Gantt icon

Screen: Production Scheduling Resource Gantt

View the properties of the injection molder.
Right click the INJECTMLD3 resource
Select Properties from the list of values

Screen: INJECTMLD3 Properties (Pg 4)

Click the Availability tab

Select the Availability tab because you want to simulate an alternate availability scenario.
Click the dropdown arrow for the Calendar

Instead of the standard calendar, select the overtime calendar that represents your planned
weekend overtime.
Select the calendar OT TST:M1:INJECTMLD3 from the list of values

Apply this calendar, and run the simulation to see the impact on the schedule.
Click the Apply button
Click the OK button
Scroll up in the Views window
Click the Demand Gantt icon

Screen: Production Scheduling Demand Gantt

Return to the Demand Gantt view, and click the Solve icon.
Click the Solve icon

When the simulation is complete, you get a quick picture of the schedule from the Gantt chart, but
for more detail, you can compare the key performance indicators for each scenario.
Screen: Production Scheduling Key Performance Indicators (Pg 5)
Here you can compare specific KPIs relating to the two different scenarios, and see detailed
statistics on whether the alternate scenario was better or worse. As you might have expected, by
working a couple of weekends, the situation improves. From a customer service perspective, the
line fill rate has improved by almost 14%, and the unit fill rate is up also about 14%.
Highlight Line Fill Rate and Unit Fill Rate

From a cost and manufacturing perspective, you see a small improvement in cycle time, and a
lower changeover cost, because youre not stopping the machine on the weekend and restarting
it next week.
Scroll right
Highlight Mfg Cycle Time and Changeover Cost

You can see that these two schedules differ in a lot of respects, but how do you sort it out? What
do you really want to know to help you decide which scenario is better?
Click the dropdown arrow in the Baseline Schedule field

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Screen: Production Scheduling Key Performance Indicators (Pg 6)

Select Baseline Schedule VP1 from the list of values
Click the dropdown arrow in the Compare to field
Select Compare to OT Inj Mold from the list of values

For more detail, you can see order-by-order how one schedule compares with another. Compare
VP1, the baseline schedule, with the new Overtime simulation.
Highlight schedule details

What orders were on time but are now late? In other words, in what ways is the new schedule
worse than the previous schedule?
Click the dropdown arrow in the Demands field
Select Was On-time - Now late from the list of values

Here there is one order that is late now, but not the one youre concerned with.
Click the dropdown arrow in the Demands field
Select Was Late - Now On-time from the list of values

Which orders were late, but are now on time due to the adjustment? Here you see a lot of orders
where there are improvements
Click the dropdown arrow in the Demands field
Select Was Late - Less Late from the list of values

There are also quite a few orders that were late, but now are less late in other words, youve
made a minor improvement.
Click the dropdown arrow in the Demands field
Select Was Late - More Late from the list of values

And theres just one order that was late and is now even later because of the change.
So overall, this simulation represents a big improvement over the initial schedule. Of course, you
can repeat this process as often as necessary, but for now, this looks like a winner. Go ahead
and approve this schedule.
Click the + icon to expand Scenarios
Right click the OT Inj Mold scenario
Select Approve from the list of values

Oracles out-of-the-box integration makes this schedule visible to planning the next time you run
your plan, and communicates this information to the shop floor, which youll see next.

Manufacturing Execution
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Highlight Manufacturing

With an approved, achievable schedule in place, your shop floor operators see the schedule and
instructions on their workstations.
Screen: Discrete Workstation Startup (Pg 1)
Click the Department field
Department ASSEMBLY is entered, and the Launch button is clicked

Open the Discrete Workstation for the Assembly department.

Screen: Discrete Workstation
The workstation provides a simple, one-stop shop for all of the information that you need to do
your job, and provides access to all the transactions you need. On the left, you see the online
dispatch list jobs that are ready to run at your workstation.
Highlight Immediate Dispatch List

Further down, you see an upstream dispatch list, so you know what to expect these are jobs
that are scheduled for work, but not yet available
Highlight Upstream Dispatch List

The workstation opens with the components of the first scheduled job.
Highlight component information

Here you see the material that's required at this step in the process. This view shows the
components, required quantity, basis (whether the quantity is based on the number of items being
built, or whether it's a fixed quantity) date needed, and the suggested subinventory, or supply
location where are you supposed to get the material.

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The Supply Type, "Operation Pull" in this case, indicates that the material will be backflushed or
automatically "pulled" from inventory at the completion of the operation so you as the operator
know that you don't need to perform an explicit issue transaction as long as you use the material
from the correct location.
Highlight Supply Type
Click Job 244264:10

Select the first job or work order. The main screen shows the overall status of the job you
selected.
Highlight quantity in Queue

Here you see that the entire quantity is ready in the queue no activity has been reported yet.
Highlight tabs

Tabs at the bottom let you see potential component shortages, report time, or view detailed
properties for this job.
Highlight buttons

Buttons at the top let you issue material (if that's your responsibility); move the job to the next
step; charge labor or machine time to the job, and view detailed work instructions from the
assembly's routing.
Click the View Instructions button

Screen: Instructions
Click the Assembly Instructions link

Screens: Vision Pad Assembly Instructions

Detailed work instructions are communicated electronically to your workstation, using the Oracle
E-Business suite attachment capability. You can attach any number of objects in almost any
medium simple text, detailed graphics, pictures, sound or video clips, or links to a web page or
enabled application.
Electronic instructions ensure that instructions are always current, and can't get lost on the shop
floor.
Click the Close (X) button

Screen: Discrete Workstation (Pg 3)

Point to the Quantity in Queue
The quantity in Queue is dragged to Complete Assembly

Returning to the workstation, you can report production simply by dragging the quantity from one
step to the next. Here you can complete the product directly into inventory.
Screen: Complete
The system has retrieved the default location (FGI, or Finished Goods Inventory) based on your
setup.
Highlight Subinventory

Just enter the quantity that you've completed.

Click the Quantity field
Quantity 200 is entered, and the enter key is pressed

If you need to collect quality data along with this transaction, click the Quality button.
Click the Quality button

Screen: Enter Quality Results

This quality collection plan is defined for this type of item. Oracle Quality is fully integrated with
the transaction system, and it picks up the job number, assembly, department and other
information from the transaction out of the box, not a bolt-on quality solution.
Highlight defaulted information

Here, you've configured this plan to require a measurement of power consumption, a Pass/Fail
designation, and optionally a Defect code.
Highlight collection elements

Notice that the plan has retrieved the specification information for the product.
Highlight Spec Name

You can use the same collection plan, but derive the acceptable values from specifications
defined for an item, a supplier, or a customer and define the specification for an individual item
or an entire category of items... helping you to deploy a comprehensive Quality Management
program without a lot of specialized setup.

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Click the Power Consumption field

As you tab into the Power Consumption field, notice that the screen displays the appropriate unit
of measure, and specification limits. (These values can be hidden, if you desire.)
Highlight specification values
Power Consumption .11 is entered, and the tab key is pressed

When you enter a passing value in the Power Consumption field, this plan automatically sets the
Pass/Fail value. If you entered a value that was out of spec, the plan would set other values, and
could take notify the operator what to do next, place the job on hold, or a execute a variety of
built-in actions ... something that's very difficult to do with a stand-alone or bolt-on Quality
Management system.
Click the Save icon
Click the Close (X) button

Screen: Discrete Workstation

Save the quality data, and you return to the workstation.
Click the OK button

Click OK to record the completion.

That's it you've just completed production, and the product is ready to ship.
Click the Close (X) button

Screen: Find WIP Jobs and Schedules (Pg 4)

Click the Job field
Job 244624 is entered, and the Find button is clicked

At any point in the process, your cost accountants can look at the job from a financial perspective.
Screen: WIP Jobs and Schedules
Click the Value Summary Button

Screen: WIP Value Summary

Because Oracle manufacturing is fully integrated with financials, the costs of backflushed or
manual material and labor consumption are charged automatically to the job. Completion
relieves the costs, and debits the correct inventory accounts based on your setup, so your
manufacturing people can concentrate on production, not accounting!
Click the Distributions button

Screen: WIP Transaction Distributions

The process also creates the accounting entries for periodic posting to the General Ledger.
This example showed standard costing, where any difference between the costs incurred and the
costs relieved would be posted to variance accounts. Oracle Cost Management also supports
Weighted Average, FIFO, and LIFO costing, as well as an unlimited number of simulated costs,
for better visibility to your costs and more informed decision-making through the use of what-if
scenarios.
Slide: Key Takeaways Manufacturing (Pg 5)
So to end this short view of the Manufacturing process, here are few key takeaways:
The Oracle solution for Industrial Manufacturing includes sophisticated but easy to use
Production Scheduling capabilities, to help you identify and resolve shop floor scheduling issues.
The operator's workstation helps you improve productivity, by providing all the information an
operator needs in one place an online dispatch list, component listing, work instructions, and
transaction access.
Like all Oracle applications, it's easy to set up and configure to match your business process.
And for further visibility and flexibility, you can "graduate" to Oracle's Manufacturing Execution
system for discrete manufacturing when you're ready.

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Distribution
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
So what's been happening at the shipping dock? Take a look at the shipping and distribution
functions and their integration with Oracle Financials.
Screen: Release Rules (Pg 2)
Within the Oracle Shipping Module, you can define various rules to control your picking process,
and then schedule your releases to run a various points throughout the day, to facilitate wave
picking.
Heres a rule to pick and ship hot orders as they're ready.
Highlight Scheduled Ship Dates

This rule will pick up orders scheduled to ship today

Click Shipping tab

Screen: Release Rules (Shipping tab)

Highlight Shipment Priority

and it selects order lines that you've flagged as "High Priority." This rule is used in the pick
release process that is run frequently during the day, so that shipping is constantly alerted to new
orders that need to be shipped without your customer service reps having to remind them!
Click the Close (X) button

Screen: Pick Slip document

The process generates a pick slip that prints in shipping, telling you what orders need to be
shipped, what material to pick, and where to get it from, along with any other special instructions.
Based on your setup, the process has automatically created one or more scheduled deliveries.
Highlight picking information
Highlight Delivery Number
Click the Close (X) button

Screen: Quick Ship Delivery Confirm View

When you've picked the material and moved it to the appropriate staging location on the dock,
you're ready to confirm the shipment.
Click the Name field
[Delivery] Name 2299857 is entered, and the tab key is pressed

The Quick Ship screen is a one stop shop for the shipping manager. Here you can build
truckloads, generate packing slips and bills of lading, or reprint documents as needed. For
simple shipments, just click the Ship Confirm button
Click the Ship Confirm button

Screen: Confirm Delivery

Click the OK button
Click the OK button

Here, accept all the defaults and the shipment is on its way the goods are on the truck heading
to the customer, and the order is sent to Accounts Receivable, where an invoice can be
generated automatically.
Because no two businesses are exactly alike, the shipping process is easily configurable. You
saw the picking rules a moment ago, and for further control, the deliveries and trips within the
Oracle E-Business Suite are all controlled by Oracle's workflow engine, which enables you to
determine among other things when the various document are printed.
Click the Navigator icon

Screen: Order Organizer (Pg 3)

Meanwhile, your Customer Service Representative might want to track the status of the order.
The Order Organizer helps you locate and organize your orders; you can use it's extensive
search capability to find the orders you want, and use its stored query capability for inquiries that
you make frequently.
Click the Close (X) button
Click the + icon to expand Personal Folders

Open the Personal Folders, and look up your hot orders.

Double-click the Hot Orders folder

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Screen: Order Organizer (Hot Orders query)

Open the order you just shipped.
Click the action button (left unlabeled field) for order 64432

Screen: Sales Orders (Main Tab)

Click the Shipping tab

Screen: Sales Orders (Shipping Tab)

Highlight Qty Ordered through Scheduled Ship Date

On the shipping tab, you can quickly see the shipping status, and you can even drill into the
details of the invoice.
Click the Invoice button

Screen: Additional Line Information

Highlight invoice information

Here you see the basic information about the invoice that was automatically generated, and you
can continue to drill into the details if you like.
Click the Invoice Details button

Screen: Transactions
This is the invoice detail in Oracle Receivables, but accessible directly from the Sales Order.
Click the View Invoice (eyeglasses) icon

Screen: Invoice document

You can even see a view of the printed invoice, just as your customer would see it.
Like other reports and paperwork, this invoice is generated with Oracle BI Publisher, so you can
easily modify the format if you need to.
Finally, while the core products provide all the functionality most midsize manufacturers need,
there's always room to grow. You can add on a detailed transportation planning module for even
easier shipment planning and load building; and you can add a full Warehouse Management
module for increased control over your warehouse, including your shipping activities.
Oracle's Logistics capabilities are there for your as you grow!
Click the upper right corner to close

Slide: Key Takeaways Logistics and Shipping (Pg 4)

To wrap up, here are a few key points to keep in mind:
Oracle's core order management and shipping capabilities help you improve productivity, with
tools like configurable picking rules, and workflow enablement of the entire order management
process, including shipping.
Though not part of this demo, Oracle shipping lets you allocate scarce material among
customers, with user-defined allocation rules.
You can easily record simple shipments, or build more detailed trips and loads.
And you can grow into more advanced capabilities like transportation planning and warehouse
management, as your business grows.

Business Intelligence
Slide: Industrial Manufacturing Demonstration Flow (Pg 1)
Finally, when you're back in the corner office and return to your Business Intelligence dashboard,
you should see that your business is back on track.
Screen: Customer Fulfillment Management (Pg 2)
Highlight Past Due Schedule Value change (-17.8%)

Your past due schedule value (those late shipments) is down compared to last month ...
Highlight Fulfilled Value Trend graph

Your fulfilled value is trending upward again,

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Highlight Book to Fulfill Ration graph

and your book to fulfill ratio is leveling off thanks to the complete, industry-focused, and
easy to own solution from Oracle for Midsize Industrial Manufacturers.

Summary
Slide: Industry Drivers (Pg 1)
To wrap up, lets return to the list of Industry Drivers you saw at the start of this presentation.
In this presentation, youve seen business intelligence at multiple levels, providing better
information visibility, and helping to improve customer service and reduce costs.
Youve seen planning tools to help you manage increasingly complex supply chains.
Youve seen streamlined procurement, manufacturing, and fulfillment processes, fully integrated
with financials, to remove non value added activities from your operations, driving costs lower and
improving customer service.
Slide: Oracle Accelerate Summary (Pg 2)
So in just a short period of time, you've seen a solution tailored for growing businesses that's
complete, industry focused, and easy to own.
Through our day-in-the-life story, you've seen a solution that's complete a set of applications
that provide all the capabilities you need to run a typical manufacturing business, applications that
are fully integrated out of the box, and a platform that's almost infinitely scalable, to accommodate
increased transaction volumes as you grow, and to facilitate the addition of more advanced
capabilities if and when you need them.
You've seen a solution that's focused on the needs of industrial manufacturers of any size,
incorporating commonly accepted best practices, but always easy to configure for a custom fit to
your unique requirements without costly and risky customization.
And you've seen a solution that's easy to own this demonstration has concentrated on ease of
use and adaptability; talk to your account manager about how easy it is to buy, implement, and
maintain.
Slide: Oracle is the Information Company (Pg 3)
Thank you for watching this short demonstration. And talk to your account manager for additional
information; I'm sure you'll want to know more!

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