Adding and Updating Resource Requirements

You can add and update resources as you add and update operations. You can add resources that are not pre-assigned to job or repetitive schedule routing operations. You can add resources to jobs and schedules that do not have operations.

You can add resource requirements regardless of their charge type: Manual, PO move, PO receipt, or WIP move. When you add a resource with an charge type of PO move, PO receipt, or WIP move, the resource is added to the job or repetitive schedule as a Manual resource.

Prerequisites

arrow icon   To add or update resource requirements:

  1. Navigate to the Operations from Job/Schedule Details in the menu.

  2. Select the Job or repetitive Line and Assembly.

    If you select a line and assembly, choose the repetitive schedule by selecting the first unit start date of that schedule. If you have selected a discrete job, the system displays the scheduled start date of the job.

  3. In the Main tabbed region, select the operation Sequence.

    If you are adding a resource, the operation Sequence specifies at which operation to add the resource.

  4. Choose the Resources button. The Resource Requirements window appears.

  5. In the Main tabbed region of the Resource Requirements window, select or enter the resource Sequence number.

    Valid sequence numbers range from 1 to 9999 inclusive.

  6. Select the resource Name.

    You can add any resource that is assigned to the department of the operation you have selected. You can also add any multi- departmental resource.

    When you add a resource, the UOM, basis, activity, charge type, and rate or amount that are associated with the resource are defaulted. See: Assigning Resources to a Department and Defining a Resource.

    Note: You cannot update a resource if you have charged the resource to a job or schedule.

  7. Select a resource Basis basis. See: Resource Usage.

    The options are as follows:

    Item: Charge and schedule the resource on an item-by-item basis. Select Item when resource times and costs are dependent on the job or schedule quantity, such as when charging per unit labor costs.

    Lot: Charge and schedule the resource on a one per job or schedule basis. Select Lot when resource times and costs are independent of quantity, such as when setting up a machine to run an entire job.

    You cannot update the resource basis if you have charged against the resource.

  8. Enter the Usage Rate or Amount Value or Inverse.

    Value: Enter a Value if you know how much of the resource is consumed at the operation (per item or per lot) given the resource UOM. For example, if your manufacturing process consumes a mold (resource UOM=EA) for every 5 items produced, enter a Value of 0.2 (1/5). When you enter the Value of 0.2, the Inverse is automatically calculated as 5. In other words, producing one unit consumes 0.2 of the mold.

    Inverse: Enter an inverse amount if you know the number of units a resource can process given the resource UOM. For example, if you can process 10 units on a lathe (resource UOM = HR) in an hour, enter an inverse amount of 10. When you enter the inverse amount of 10, the value is automatically calculated as 0.1 (1/10). In other words, each unit takes 0.1 hours to process.

    You cannot enter a quantity less than zero for resources with time-based units of measure. When you enter the usage rate or amount, the inverse usage rate or amount is automatically supplied.

arrow icon   To schedule or reschedule a resource:

  1. In the Scheduling tabbed region, enter the number of Assigned Units. See: Resource Usage.

    When you add a resource, the number of assigned units default value of 1. The number of Assigned Units must be greater than zero.

    The number of assigned units affects the scheduling of jobs and repetitive schedules. If you assign more than the default number of resource units, less elapsed time is scheduled for the operation.

    For example, if you have an operation that normally takes a machine 10 hours to complete, and you assign 2 machines, then only 5 hours are scheduled for the resource at that operation. You should only assign multiple resource units if they work simultaneously at an operation.

    Assigned units for 24 hour resources are also considered by the Calculate Manufacturing Lead Time concurrent program.

    Note: You should not assign multiple resource units unless each resource charges at the same rate. For example, if you have 2 person-type resources performing the same task at an operation, you can create 1 resource and assign 2 units if each person works at the same rate, charges at the same rate, and works in parallel on a job or schedule. If not, then you should create 2 separate resources at the operation.

  2. Select the Scheduled option.

    Yes: The resource's start and completion dates and times are used to schedule the job or repetitive schedule operation.

    No: The resource's start and completion dates and times are not used to schedule the job or repetitive schedule operation.

    Prior: The resource's completion date and time are scheduled to overlap the completion date and time of the first scheduled resource (Scheduled option is Yes) of the previous operation which is earlier than a Next resource. This option is used when applied to setup resources that can work in parallel with work in previous operations.

    Next: The resource's start date and time are scheduled to overlap the start date and time of the first scheduled resource (Scheduled option is Yes) of the next operation which is earlier than a Prior resource. This option is used when applied to a teardown operation that can work in parallel with work in next operations.

    Note: For infinite scheduling, Prior and Next resource scheduling options are not available for simultaneous resources. These resources are scheduled as Yes, that is, the resource start and completion dates are used to schedule the operation.

    For constraint-based scheduling, alternate resources allow you to have multiple resources set to Prior or Next scheduled options at each operation. However, for alternate resource sets with at least one Prior or Next resource - the set must be defined with resources of the same scheduled type, or scheduled type equal to No.

  3. Enter the Start and Completion Dates and times for the resource operation.

arrow icon   To enter or update resource cost information:

  1. In the Costing tabbed region, select the Activity.

    Activities are processes and procedures that consume costs and time. See: Defining Activities and Activity Costs.

  2. Check the Standard Rate check box to charge the resource at its standard rate.

    If you choose the standard rate option, the resource is charged at its resource unit cost. If you charge an outside processing resources at the standard, Oracle Purchasing computes any purchase price variance and posts it to the variance account for the resource.

    If you choose non-standard, you can manually charge the resource at the employee rate or at actual cost. If the resource is a non-standard, outside processing resource, its costs are derived from the purchase order it is associated with.

    Note: Non-standard is recommended if you import charges from an outside labor system and want to enter actual costs or an employee's labor rate.

    You cannot change the standard rate option if you have charged the resource to the job or repetitive schedule.

  3. Select the Charge Type. See: Resource Charge Types.

    You can select any charge type if the resource is defined as an outside processing resource. You can only select PO receipt if the department of the current operation has a location assigned to it. You can only select PO move if the department of the next operation has a location assigned to it. Also, you can only assign one PO move resource to an operation.

    Charge types are defined as follows:

    WIP move: Resources with this charge type are automatically charged when you complete a job or repetitive schedule operation. See: Charging Resources with Move Transactions.

    Manual: Resources with this charge type must be manually charged. See: Charging Resources Manually

    PO receipt: Resources with this charge type are automatically charged when purchase orders are received. However, the assembly items associated with theses resources are not automatically moved to the next operation. They must be manually moved. See: Performing Move Transactions

    PO move: Resources with this charge type are automatically charged upon receipt of a purchase order and the assembly items associated with theses resources are moved to the Queue intraoperation step of the next operation, or to the To move intraoperation step if there is no next operation.

  4. Save your work.

arrow icon   To define simultaneous resources and designate to job routings:

  1. Navigate to the Operations Resources window in Oracle Bills of Material.

  2. Enter your resource information in the Main tabbed regions. .

  3. In the Scheduling tabbed region, enter the same value in the Scheduled Seq field for all resources that are simultaneous for each sequence.

    The schedule sequence number indicates the sequence the resource is to be used - simultaneous resources have identical values.

  4. In the Principal Flag check box, you have the option to designated the resource that is the primary resource in a group of simultaneous resources.

  5. Save your work.

  6. Navigate to the Resource Requirements window in Oracle Work in Process.

  7. Enter resource information in the Main tabbed region.

  8. In the Scheduling tabbed region, enter the same value in the Scheduled Seq field for all resources that are simultaneous for each sequence.

    The schedule sequence number indicates the sequence the resource is to be used - simultaneous resources have identical values

  9. In the Scheduled field, select a value.

    If these resources are scheduled as Yes, the resource start and completion dates are used to schedule the operation.

    Prior and Next resource scheduling options are not available for simultaneous resources. These resources are scheduled as Yes, that is, the resource start and completion dates are used to schedule the operation.

    For constraint-based scheduling, alternate resources allow you to have multiple resources set to Prior or Next scheduled options at each operation. However, for alternate resource sets with at least one Prior or Next resource - the set must be defined with resources of the same scheduled type, or scheduled type equal to No.

  10. Select the Start dates and times for the resources - these dates must be the same date for the resources to be considered simultaneous.

    Simultaneous resources must begin at the same time, but they may complete at different times depending on the Usage Rate or Amount.

  11. Save your work.

arrow icon   To enter alternate resource information:

  1. Navigate to the Resource Requirements window. Select a record and choose the Scheduling tabbed region.

  2. Enter a value in the Substitute Group field.

    This value indicates which resources are replaced as alternates - alternates have the same substitute group number as the operation resource.

    Note: The Alternates button is active when a value is entered in the Substitute Group field, and the record is saved.

  3. Save your work.

  4. Choose Alternates to display the Alternate Resources window.

    Alternate resources consist of other resources used instead of the primary resource.

  5. In the Main tabbed region, optionally you can enter the Resource Sequence. The resource sequence indicates the order of a resource relative to other resources. The value must be unique for each operation.

  6. Navigate to the Scheduling tabbed region. For each alternate resource, enter a Replacement Group value.

    This is used in grouping several resources together as an alternate resource group. The primary resource is always a Replacement Group value of 0.

  7. In the Scheduled Sequence field, enter a value.

    The schedule sequence number indicates the sequence the resource is to be used - this value defaults from the Resource Requirements window. The replacement group can contain different sequences even if the primary replacement group has only one schedule sequence.

  8. Save your work.

arrow icon   To enter resource instance information:

  1. Choose Instances on the Resource Requirements window.

    Enter the number for the employee, or equipment and serial number applicable to the resource type.

arrow icon   To enter resource setup information:

  1. Choose Setup on the Resource Requirements window.

    You can create a performance model for machine and labor resource setups. The setups for a resource are independent of the department that the resource is defined in.

  2. Enter a resource sequence in the Res Seq field.

    The resource sequence indicates the order of a resource relative to other resources.

  3. Select a value in the Resource field.

  4. Select the resource basis, indicating whether the usage required is by item or lot.

  5. In the Usage Rate or Amount section, enter the amount the resource is consumed at an operation.

  6. In the Setup Type field, select a setup that is specific to this resource.

  7. Save your work.

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