You can create a performance model for machine and resource setups to include time from one setup to another, including the time required to perform the work. If one of your scheduling objectives is to sequence or group jobs based on their required setup, you can also include a penalty factor - or weighted value - in the scheduling calculation. See: Penalty Factors, Oracle Production Scheduling User's Guide.

Resources defined in the Operation Resources window can have multiple setup types. You can define these setup types with an identifying user code or a numerical value.

Any two setup types within a resource can have a transition time and a transition penalty, which means that the scheduler needs the specified time to transition from the former setup to the latter. Also in doing so a certain transition penalty is incurred. This penalty is used to weigh the relative merits of doing the setup versus delaying the job versus cycle time.

The setups for a resource are independent of the department that the resource belongs to.

The setup type for a particular operation resource is defined in the Operation Resources window. This data displays in the Resource Requirements window during routing explosion. Setup resources and resource instances are only exploded during scheduling.

   To define machine and resource setup types:

1. Navigate to the Setup Types window.

2. In the Code field, enter a unique value for this setup type. Optionally you can enter descriptive information in the Description field.

   For example, you may have different codes for setting up and tear down of paint color changes.

3. Save your work.

   To assign setup times to resources:

1. Navigate to the Resources window.

2. Select your resource.

3. Choose Setups.

   The Setups window displays.

4. Select the setups for which you want to define changeovers.

   To select a setup, use the arrow button to move the setup from the Available column to the Selected column. Use the double arrow button to move all setups from the Available column to the Selected column.

5. Save your work.

6. Choose Changeovers to access the Changeover Times window.

7. In the "From" Setups List, choose one of the following buttons to select the setup types you want to change from.

   • Select: Use this button to select the setup from the list of available setup types. The Select button is most useful if the setup type list is short, making the setup you want to select easy to find. Use the arrow button to move the setup type you want to change from to the Selected Setup Types column.

   • Find: Use this button to find the setup in a long list of available setup types.

8. In the "To" Setups List, use the Select or Find button to select the setup types you want to change to.

9. In the From and To fields, list all combinations of changeovers from one setup type to another setup type.

   Optionally, use the Refresh List of Changeovers button to automatically generate a list of all potential changeover combinations in the From and To fields.

   Suggestion: If the changeover duration, penalty, and standard operation from any setup type to a particular setup type is the same, then select <any> in the From setup type list of values. For example, changing over from any paint color to white requires the same amount of time and incurs the same penalty no matter what color you are changing from. In this case, enter <any> in the From field and White in the To field.

10. Enter the time it will take to perform the changeover in the Duration field and enter the unit of measure for the duration in the UOM field.

11. Assign a penalty to the changeover if there is one.

12. Select a Standard Operation (optional). See: Creating a Standard Operation.

13. If you need to update many changeovers that have the same duration, unit of measure, penalty, or Standard Operation values, use the Perform Mass Update function.

    • Select the check box next to the rows you want to update. If you want to update all rows, select the first check box. Use the Unselect Records where "From" equals "To" box to uncheck those rows where the From and To field entries are the same.

    • In the Perform Mass Update fields, enter values only in those fields that you want to update. For example, if you only want to update the penalty in the checked rows, then only enter a value in the Perform Mass Update Penalty field.

    • Choose Update.

14. Save your work.