To create a routing:For each routing, define the operations, the sequence to perform them, and the resources required at each operation. You can define either a primary or an alternate routing. If you are a Flow Manufacturing customer you can also create a Flow Routing. See: Creating a Flow Routing.
Caution: You cannot create routings for planning or pick-to-order items.
Note: Use attachments, such as detailed operation instructions, for routing operations. See: Attaching Files.
You can create a routing manually, copy an existing routing, or reference a common routing. See: Copying Bills and Routing Information. See: Referencing Common Bills and Routings.
The procedure below describes how to manually create a routing.
You must define at least one department before you can create a routing.
BOM Allowed must be set to Yes for the item you are creating a routing for.
To create a routing:Navigate to the Routings window.
Note: If your current responsibility does not include the Privilege to Maintain security function, you can only view routing information. If so, enter selection criteria in the Find Routings window and choose the Find button. The Routings Summary folder window appears.
Enter a manufacturing item for which you will create a routing.
If you are creating an alternate routing, enter an alternate. For a primary routing, do not enter an alternate. See: Primary and Alternate Routings.
If you are updating an existing routing, enter the routing revision and the effective date.
To update the revision, choose the Routing Revisions button to open the Routing Revisions window. See: To create or update a routing revision.
If you would like this routing to be capable to promise, then select the Capable to Promise checkbox. See: Capable to Promise (CTP), Oracle Master Scheduling/MRP User's Guide.
Note: Capable to promise describes an available to promise calculation that considers both available material and capacity of manufacturing and distribution resources. You are able to define one and only one CTP routing for each item.
Select a display option to display All, Current, or Future and Current operations effective as of the revision date you specify.
To enter completion subinventory and locator information, or view a common routing, choose the Routing Details button to open the Routing Details window. See: Completion Subinventory and Locator.
Enter the operation sequence, or let the system automatically generate it for you, according to your profile setup. See: Item and Operation Sequence Fields.
To copy or reference standard operations into a routing, use the Operation Code list of values. You can define a new standard operation by selecting Standard Operations from the Tools menu.
If you use a standard operation code, the operation information for that code will be copied into the operation you are currently defining. You can then update that information as desired. See: Creating a Standard Operation.
Suggestion: You can assign the same standard operation to more than one operation sequence within the same routing.
The Routings window has five tabbed regions: Main, WIP, Date Effectivity, Operation Yield, ECO, and Description.
Enter the department in which the operation is performed.
For operations in ATO model or option class routings only, indicate whether the operation is option dependant, that is, whether the operation is dependant on the choice of an optional component. All mandatory components and their related operations appear on the routing for each configuration. The default is enabled. See: Overview of Configure to Order.
Optionally, enter the item's manufacturing lead time percent required to complete all previous operations on the routing. See: Calculating Lead Times.
If the manufacturing lead time equals 10 days and all previous operations combined require 2 days, the lead time percent is 20%.
Open the Date Effectivity tabbed region and enter an effective date range. See: Effective Date Fields.
Open the WIP tabbed region and select Count Point and Autocharge options. See: Count Point and Autocharge. See: Charge Type.
Indicate whether to backflush components on shop floor moves at this operation. A backflush transaction automatically pulls Operation pull components from inventory. Work in Process also pulls all Operation pull components at non-backflush operations preceding this operation (through the previous completed backflush operation.) See: Backflush Transaction Options.
Enter the minimum transfer quantity of assemblies to move from this operation to the next. Work in Process will warn you if you attempt to move a number less than this value. If you used a standard operation, this value defaults to minimum transfer quantity defined for the standard operation. Otherwise the default is 0.
Open the Operation Yield tabbed region. You can define routing networks for Standard, Flow, and Lot-based routings.
If the routing is standard or lot-based, then the Yield, CUM Yield, Reverse CUM Yield, and Include in Rollup fields will display. To enable Operation Yield in Shop Floor Management, enter expected operation yields for each operation listed. For example, enter 0.9 for a 90% yield. These fields are displayed for Shop Floor Management enabled organizations.
Indicate whether the operation yield is to be considered in the cost rollup, as required by the costing team.
Open the ECO tabbed region and verify the following:
The Implemented check box indicates whether the component is implemented.
Checked: Operation is on a pending Engineering Change Order (ECO)
Unchecked: Operation is on implemented ECO or was added directly to the routing
Open the Description tabbed region and enter a description of the operation.
To calculate lead times for a routing:You can create and calculate lead times from the Routings form.
Navigate to the Routings form.
Query on a manufacturing item's routing.
From the main menu, select Tools > Compute Lead Times or Rollup Lead Times.
If the item's Effectivity Control attribute is set to Date, a concurrent program will run automatically to calculate the lead times. If the item's Effectivity Control attribute is set to Model/Unit Number, a window will display to enter the Unit Number parameter. When this number is entered, a concurrent program will launch, calculating lead time attributes. See: Bills of Material Attribute Group.
Defining Bill or Routing Operation Documents
Deleting Components and Operations
Customizing the Presentation of Data in a Folder
Creating a Network Routing, Oracle Shop Floor Management User's Guide
Setup Steps (Defining Parameters), Oracle Shop Floor Management User's Guide
To switch between a primary and alternate routing:From the Routings window you can switch between Primary and Alternate routings.
Navigate to the Routings window.
Perform a query to display the alternate routing which you would like to switch to the primary routing.
Choose the Actions menu and select Switch to Primary.
Note: Switch To Primary option appears in Actions menu.
After the switch is completed a message will appear confirming the switch. Choose OK.
To assign a completion subinventory and locator:
Navigate to the Routing Details window. You can do this by choosing the Routing Details button from the Routings window.
Enter the completion subinventory and locator.
Completion Subinventory and Locator
To begin using serial number tracking at an operation:The Serialization Start Op Seq flag in the Routing Details window indicates that item tracking with serial numbers begins at this particular operation. This enables you to track items using serial numbers prior to the completed transaction. See: Viewing Serial Genealogy.
Navigate to the Routing Details window.
In the Serialization Start Op Seq field, enter the operation sequence number where you want to begin tracking items with serial numbers.
Attention: You must check this field to use serial number tracking for Oracle Work in Process transactions. See: Serial Number Tracking Throughout Manufacturing.
To define competencies for performing routing operations:Navigate to the Routings window.
Query on the manufacturing item's routing.
Select the Check Skill check box for the operation sequence for which you would like to define the competence.
Click on the Operation Competencies button.
Operation Competencies button will be enabled only when you select Check Skill check box.
Select the Competence level for the operation sequence.
Based on the Competence selected, the skill level values for the selected competence appear in the drop down menu of the Skill Level field.
Enter the skill level.
Enter the qualification required for the competence.
Save your work and close the Operation Competencies window.
See Also
Moving and Completing Assemblies.
To create or update a routing revision:Navigate to the Routing Revisions window. You can do this by choosing the Routing Revisions button from the Routings window.
Enter the routing revision.
Enter an effective date and time.
The implementation date, which is either the date the revision was added or the date the routing was transferred from Oracle Engineering, is displayed. If the routing was transferred from Engineering, the ECO text is displayed.
See Transferring or Copying Engineering Items, Bills, and Routings, Oracle Engineering User's Guide
To assign a resource to a routing operation:Navigate to the Operation Resources window. You can do this by choosing the Operation Resources button from the Routings window.
Enter the sequence number of the resource and the resource name. You can use any resource assigned to the department. Valid values for sequence range from 1 to 9999999 and must be unique for the operation.
Select a basis type by which to charge and schedule the resource. The default is the basis specified for the resource.
Item: Charge and schedule the resource by multiplying the usage rate by the job or schedule quantity for the assembly. Select Item when your charges fluctuate with quantity change.
Lot: Charge and schedule the resource by charging the usage rate or amount once per job or schedule. Select Lot when your resource usage quantity is the amount required per job or schedule, for example, setup charges.
Enter a value for the Rate or Amount in either the Usage or Inverse fields. That is, enter the resource consumed at the operation (per item or per lot) or it's inverse. Entering a value for either field updates the other field.
Resources with time-based unit of measures must have usage rates greater than zero.
Enter an inverse when you know the number of units a resource can process (rather than the duration an assembly unit consumes the resource. For example, if you know a resource can process 10 units per hour, enter 10 for the inverse.
Usage or Inverse can be negative only for resources that cannot be scheduled and where the charge type is neither PO move nor PO receipt.
Open the Scheduling tabbed region and enter the Schedule Sequence Number. Two or more resources can be scheduled to be working concurrently within the same job operation. Simultaneity is implemented by having more than one resource with the same Schedule Sequence Number.
Note: The Schedule Sequence Number field is independent of the resource sequence, which is used only as part of the primary key to list the resources. The Schedule Sequence Number shows the actual sequence of each resource used in the operation.
Optionally, enter the Substitute Group Number.
Resources with the same substitute group number are substituted together with alternate resources that have the same substitute group number as the operation resource and the same replacement group number. See: Alternate Resources for an explanation of using the Substitute Group Number field when defining alternate resources.
Enter the number of assigned units to the resource. See: Resource Usage.
If the unit of measure of the resource is time-based, select a schedule value. See: Schedule and Defining a Resource.
Caution: When defining either primary or alternate resources within the same Schedule Sequence Number, you must set the Schedule field value for the next resource to:
Prior or No if another resource within the same Schedule Sequence Number has a Schedule field value of Prior
Next or No if another resource within the same Schedule Sequence Number has a Schedule field value of Next
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Enter the resource ffset percent within this routing.
For example, a value of 50 means that you utilize the resource when the routing is half completed. This value is automatically calculated when you compute the lead time for the assembly.
Indicate which resource is the principle resource, within a group of simultaneous resources.
Users can schedule two or more resources to work concurrently within the same routing operation by having more than one resource with the same schedule sequence number. The Principal Flag defines which resource to use first when there is a choice. Similarly, when defining alternate resources, you must define one of the alternates as the principal substitute resource within a replacement group. Although you can have many replacement groups, you can only designate one principle resource per replacement group.
Open the Costing tabbed region and enter an activity to perform when you use the resource. Use activities to group resource charges for cost reporting. The default is the activity associated with the resource. See: Defining Activities and Activity Costs in Oracle Cost Management User's Guide.
Indicate whether to charge jobs or schedules based on the standard rate defined for the resource (default).
Off: Use this option if you import charges from an outside labor system and want to record actual costs, or to record the labor rate of an employee.
On: For outside processing resources, if you charge a job and repetitive schedule at the standard rate, Oracle Purchasing computes any purchase price variance and posts it to the rate variance account.
Select a charge type. The default is the charge type specified for the resource. See: Charge Type.
Select the Alternates button.
Optionally, you can define substitute resources for each primary resource group defined. This enables you to specify resource sequences that can replace the primary resource group.
Enter the substitute resource name.
This is one of the resources that may replace the resource group.
Enter the Replacement Group.
This is used to group substitute resources together, to substitute a resource group. See: Alternate Resources under Resource Usage for an explanation of using the Replacement Group field when defining alternate resources.
Select a basis type by which to charge and schedule the resource. The default is the basis specified for the resource.
Enter a value for the Rate or Amount in either the Usage or Inverse fields. That is, enter the resource consumed at the operation (per item or per lot) or it's inverse. Entering a value for either field updates the other field.
To roll up costs:From the Routing window, you can perform a single-level cost rollup for the currently-selected routing.
Navigate to the Cost Rollup window. Do this by choosing Cost Rollup from the Tools menu.
Enter the cost type.
Enter the effective date and time to determine the structure of the bill of material to use in the cost rollup. You can use this to roll up historical and future bill structures using current rates and component costs. The default is the current date and time.
Indicate whether to include unimplemented engineering change orders (ECO).
Indicate whether to produce the Indented Bill of Material Cost Report, which lists the detailed cost structure by level.
Choose OK.
Indented Bills of Material Cost Report, Oracle Cost Management User's Guide.