This section contains an overview of the tasks that you need to complete to set up Oracle Work in Process, including related product setup steps. Before beginning, consider the following:
You need to complete several other setup steps, including:
Performing system-wide setup tasks such as configuring concurrent managers and printers.
Managing data security, which includes setting up responsibilities to allow access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities.
Setting up Oracle Workflow.
There are 12 steps to set up Work in Process, three of which are required. All of the steps are visually depicted on the Work in Process Setup Flowchart, see: Setup Flowchart
You may need to perform some or all of the following steps to set up Work in Process. These steps are discussed in detail in the Setting Up sections of the related Oracle product user's guides.
Set up Inventory as described in the Setup StepsEnsure that all of the following steps are completed:
| Step | Reference |
|---|---|
| Create your organizations | Common Manufacturing |
| Define your organization parameters | Common Manufacturing |
| Define your items and item costs | Common Manufacturing |
| Launch your transaction managers | Common Manufacturing |
| Define your account aliases (optional) | Common Manufacturing |
| Define your transaction reason codes (optional) | Common Manufacturing |
| Define your units of measure (UOMs) | Common Manufacturing |
| Define your subinventories | Common Manufacturing |
| Define your stock locators | Common Manufacturing |
Set up Bills of Material as described in Setup Steps. Ensure that all of the following steps have been completed:
| Step | Reference |
|---|---|
| Create your bills of material | Common Manufacturing |
| Define your resources | Common Manufacturing |
| Define your departments, department classes, resource shifts, and department resources | Common Manufacturing |
| Define your standard operations | Common Manufacturing |
| Create your routings (optional) | Common Manufacturing |
| Define simulation sets | Common Manufacturing |
| Calculate your manufacturing lead times (optional) | Common Manufacturing |
| Create your workday calendar | Common Manufacturing |
Set the set up steps in the Oracle Engineering User's Guide.
| Step | Reference |
|---|---|
| Define your Engineering change orders (optional) | Common Manufacturing |
| Define your Engineering bills of material and routings (optional) | Common Manufacturing |
Set up Cost Management as described in Setup Steps.
| Step | Reference |
|---|---|
| Define your cost types | Common Manufacturing |
| Define your resource activities and activity costs | Common Manufacturing |
| Define your default WIP accounting classes for categories (optional) | Common Manufacturing |
| Define resources, material sub-elements, overheads, and overhead defaults. | Common Manufacturing |
Set up Oracle planning products. Optionally, define your demand classes.
Set up Project Manufacturing as described in the Oracle Project Manufacturing Implementation Manual..
In order to initiate workflows that send notifications during outside processing operations, or to customize workflows to include your own notification recipients, you must have Oracle Workflow installed. See: Setting Up Oracle Workflow, Oracle Workflow User's Guide.
You must have Supplier Management Portal installed in order to set up a user ID for your suppliers so that they can view their purchase orders on the Oracle Self-Service Web Applications web site. Set up Oracle Supplier Management Portal as described in the Oracle Supplier Management Portal Implementation Manual.