OPM Data Modeling

Oracle Process
Manufacturing Data Modeling

Release 11i
Student Guide
14746GC10
Edition 1.0
December 2000
M014243
Copyright Oracle Corporation, 2000. All rights reserved.

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Author
Michele-Andrea Fields
Technical Contributors and Reviewers
Leslie Hershey, Ralph Kindred, Glen Ruhl, Bill Stearns
This book was published using:
Oracle Tutor
Table of Contents
Oracle Process Manufacturing Data Modeling...................................................................1-1
Oracle Process Manufacturing Data Modeling....................................................................1-2
Objectives ............................................................................................................................1-3
Agenda.................................................................................................................................1-5
Database and Object Design .................................................................................................2-1
Database and Object Design ................................................................................................2-2
Objectives ............................................................................................................................2-3
Ten Schemas........................................................................................................................2-4
The APPS Schema...............................................................................................................2-5
Table Attributes: OPM Tables.............................................................................................2-6
Table Attributes ...................................................................................................................2-8
Table Attributes: Text_Code ...............................................................................................2-11
Table Attributes: Delete_Mark ............................................................................................2-12
Primary Keys .......................................................................................................................2-13
Indexes.................................................................................................................................2-15
Foreign Keys........................................................................................................................2-16
Surrogate IDs .......................................................................................................................2-17
Sequences ............................................................................................................................2-19
Stored Procedures, Views, and Triggers..............................................................................2-20
Null Columns.......................................................................................................................2-21
Multilanguage Support (MLS).............................................................................................2-22
Multilanguage Support ........................................................................................................2-23
Reading a Technical Reference Manual (TRM) ..................................................................2-24
Reading a TRM ...................................................................................................................2-25
Summary..............................................................................................................................2-30
System Setup ..........................................................................................................................3-1
System Setup .......................................................................................................................3-2
Objectives ............................................................................................................................3-3
Essential System Setup ........................................................................................................3-4
System Administrative Module Tables................................................................................3-5
System Administrative Relationships ..................................................................................3-6
Common Modules Interface ................................................................................................3-7
Data Synchronized to OPM .................................................................................................3-8
Data Synchronized from OPM ............................................................................................3-9
AP FOB Codes ....................................................................................................................3-10
FOB Code Field Mapping....................................................................................................3-11
AP Invoice Terms ................................................................................................................3-13
AP Terms Field Mapping ....................................................................................................3-14
Salesreps ..............................................................................................................................3-15
Salesrep Field Mapping .......................................................................................................3-16
Customers ............................................................................................................................3-17
Customer Field Mapping .....................................................................................................3-18
Vendors................................................................................................................................3-19
Vendor Field Mapping.........................................................................................................3-20
Data Triggered to OPM .......................................................................................................3-21
Data Triggered Over from OPM..........................................................................................3-22
Currency Codes ...................................................................................................................3-23
Currency Code Field Mapping ............................................................................................3-24
Exchange Rate Types ..........................................................................................................3-25
Exchange Rate Type Field Mapping....................................................................................3-26
Exchange Rates....................................................................................................................3-27
Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

i
Exchange Rate Field Mapping.............................................................................................3-28

OPM UOM Types................................................................................................................3-29
UOM Type Field Mapping ..................................................................................................3-30
OPM UOM ..........................................................................................................................3-31
OPM UOM Conversions .....................................................................................................3-32
Unit of Measure Field Mapping...........................................................................................3-33
OPM Inventory to Oracle Inventory ....................................................................................3-34
Item Field Mapping .............................................................................................................3-35
OPM Item/Lot Conversions.................................................................................................3-36
Item/Lot Conversion............................................................................................................3-37
Summary..............................................................................................................................3-38
Inventory ................................................................................................................................4-1
Inventory..............................................................................................................................4-2
Objectives ............................................................................................................................4-3
Inventory Management ........................................................................................................4-4
Inventory Module Tables.....................................................................................................4-5
Inventory Relationships .......................................................................................................4-6
Document Types..................................................................................................................4-7
Pending and Completed Transactions..................................................................................4-8
Inventory Setup Data ...........................................................................................................4-9
Inventory Transactions ........................................................................................................4-10
Transaction Flow .................................................................................................................4-12
Pending to Completed Transactions ....................................................................................4-13
Physical Inventory ...............................................................................................................4-15
Physical Inventory Process Flow.........................................................................................4-16
Summary..............................................................................................................................4-17
New Product Development....................................................................................................5-1
New Product Development..................................................................................................5-2
Objectives ............................................................................................................................5-3
Formulas ..............................................................................................................................5-4
Routings...............................................................................................................................5-5
Formula Module Tables.......................................................................................................5-6
Formula Relationships .........................................................................................................5-7
Formula/Effectivity Structure ..............................................................................................5-8
Laboratory Management......................................................................................................5-9
Summary..............................................................................................................................5-11
Quality Management .............................................................................................................6-1
Quality Management ...........................................................................................................6-2
Objectives ............................................................................................................................6-3
Oracle Workflow: Overview................................................................................................6-4
Sample Approval Workflow................................................................................................6-5
OPM Quality Views ............................................................................................................6-6
OPM Quality Sample Approval Workflow .........................................................................6-7
Sample Creation Notification Workflow .............................................................................6-8
Assay Testing Process Workflow ........................................................................................6-10
Sample Disposition Workflow.............................................................................................6-12
Assays and Units of Measure...............................................................................................6-15
Summary..............................................................................................................................6-16
Production Management and Process Operation Control .................................................7-1
Production Management and Process Operation Control ....................................................7-2
Objectives ............................................................................................................................7-3
Production Management ......................................................................................................7-4
Production Batch Cycle .......................................................................................................7-5
Production Module Tables...................................................................................................7-6
Data in Production Management .........................................................................................7-7

ii
Batch Relationships .............................................................................................................7-8

Batch Type in Production ....................................................................................................7-9
Batch Status .........................................................................................................................7-10
Reversal of Completed Transactions and Audit Trail..........................................................7-11
Process Operations Control Concepts..................................................................................7-13
Process Operations Control .................................................................................................7-14
Important Data in POC ........................................................................................................7-15
Process Operation Control Module Tables ..........................................................................7-16
Batch with POC Relationships ............................................................................................7-17
Summary..............................................................................................................................7-18
Purchase Management ..........................................................................................................8-1
Purchase Management .........................................................................................................8-2
Objectives ............................................................................................................................8-3
OPM Purchasing Flow.........................................................................................................8-5
OPM Purchasing Tables ......................................................................................................8-6
OPM Receiving/Return Tables............................................................................................8-7
Purchasing Integration .........................................................................................................8-8
Purchasing Documents ........................................................................................................8-9
Data Synchronization...........................................................................................................8-12
Data Synchronization through Triggers...............................................................................8-13
Integration Highlights ..........................................................................................................8-14
OPM Purchasing Setup Tables ............................................................................................8-15
PO Synchronization .............................................................................................................8-16
Common Purchasing Tables ................................................................................................8-17
Common Purchasing Triggers .............................................................................................8-20
Key Triggers on Oracle PO Tables......................................................................................8-21
Triggers on OPM Tables .....................................................................................................8-22
Validation Triggers..............................................................................................................8-23
Why Cant I See My PO in OPM? ......................................................................................8-24
Why Cant I See My Receipt Information in Oracle PO? ...................................................8-26
Summary..............................................................................................................................8-27
Order Fulfillment...................................................................................................................9-1
Order Fulfillment .................................................................................................................9-2
Objectives ............................................................................................................................9-3
Order Fulfillment Setup Tables ...........................................................................................9-4
Commission Code Structure ................................................................................................9-5
MLS Setup Tables ...............................................................................................................9-6
Pricing Tables ......................................................................................................................9-7
Tables for Processing and Reports.......................................................................................9-8
Sales Order Processing Flow ...............................................................................................9-9
Customer Master and Related Tables ..................................................................................9-10
Sales Order Transaction Flow..............................................................................................9-11
Order/Shipment Transaction Tables ....................................................................................9-12
Order Profile (+BSO) Tables...............................................................................................9-13
GEMMS Sales Order Processing to Oracle Receivables.....................................................9-14
Tax Tables ...........................................................................................................................9-15
Tax Locations ......................................................................................................................9-16
Summary..............................................................................................................................9-17
Regulatory Management.......................................................................................................10-1
Regulatory Management......................................................................................................10-2
Objectives ............................................................................................................................10-3
Regulatory Setup Tables......................................................................................................10-4
Material Safety Data Sheet (MSDS)....................................................................................10-5
Regulatory Document Tables ..............................................................................................10-6
Regulatory Item Tables........................................................................................................10-8

iii
Regulatory Label Tables......................................................................................................10-10

Summary..............................................................................................................................10-12

iv
Preface
Profile
Prerequisites
Oracle Process Manufacturing Foundation, Release 11
How This Course Is Organized

Oracle Process Manufacturing Data Modeling Release 11i is an instructor-led
course featuring lecture and hands-on exercises. Online demonstrations and
written practice sessions reinforce the concepts and skills introduced.

v
Related Publications
Additional Publications
System release bulletins
Installation and users guides
OPM Technical Reference Manuals
read.me files
Oracle Magazine

vi
Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Element
Glossary term (if
there is a glossary)
Example
The algorithm inserts the new key.
Caps and
lowercase
Buttons,
check boxes,
triggers,
windows
Click the Executable button.

Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the
ORD block.
Open the Master Schedule window.
Courier new,
case sensitive
(default is
lowercase)
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Code output: debug.set (I, 300);

Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Initial cap
Graphics labels
(unless the term is a
proper noun)
Customer address (but Oracle Payables)
Italic
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
Do not save changes to the database.

For further information, see Oracle7 Server
SQL Language Reference Manual.
Enter user_id@us.oracle.com,
where user_id is the name of the user.
Select Include a reusable module component
and click Finish.
Uppercase
SQL column
names, commands,
functions, schemas,
table names
Use the SELECT command to view

information stored in the LAST_NAME
column of the EMP table.
Convention
Arrow
Element
Menu paths
Example
Select File> Save.
Quotation
marks
This subject is covered in Unit II, Lesson 3,

Working with Objects.

vii
Brackets
Key names
Press [Enter].
Commas
Key sequences
Plus signs
Key combinations
Press and release keys one at a time:

[Alternate], [F], [D]
Press and hold these keys simultaneously:
[Ctrl]+[Alt]+[Del]
Typographic Conventions in Code

Convention
Caps and
lowercase
Lowercase
Lowercase
italic
Uppercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
PL/SQL objects
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER
(prod_pie_layer))
Syntax variables
CREATE ROLE role
SELECT last_name
FROM s_emp;
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Navigation Paths

This course uses simplified navigation paths, such as the following example, to
direct you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.
2.
(M) From the menu, select Query > Find.
3.
(B) Click the Approve button.
Notations :
(N) = Navigator
(M) = Menu
(T) = Tab

viii
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a navigation path convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General
Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the
help system window.
Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.
To display help for a current window:
1.
Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames on
the left, and a frame that displays help documents on the right.
The document frame provides information on the window containing the
cursor. The navigation frame displays the top-level topics for your
responsibility, arranged in a tree control.
2.
If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.

ix
3.
You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.
Searching for Help

You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, is
returned from your search in the right-hand document frame. Click on whichever
title seems to best answer your needs to display the complete document in this
frame. If the document doesn't fully answer your questions, use your browser's
Back button to return to the list of titles and try another.

x
Oracle Process
Manufacturing Data Modeling
Chapter 1
Oracle Process Manufacturing Data Modeling

Chapter 1 - Page 1
Oracle
Oracle Process
Process Manufacturing
Manufacturing Data
Data
Modeling
Modeling

Chapter 1 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Describe
Describe Oracle
Oracle Process
Manufacturing (OPM)
(OPM)
database
tables
database tables
Explain
Explain primary
primary keys
keys and
and foreign
foreign keys
keys
Identify
Identify pending
pending versus
versus completed
completed transactions
transactions
Recognize
Recognize the
the document-based
document-based transaction
transaction
concept
concept
Compare
Compare relationships
relationships between
between OPM
OPM forms
forms and
and
OPM
OPM tables
tables

Chapter 1 - Page 3
Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Identify
Identify essential
essential table
table relationships
relationships
Describe
Describe shared
shared tables
tables with
with other
other Oracle
Oracle
applications
applications
Specify
Specify reports
reports for
for Discoverer
Discoverer or
or SQL
SQL Plus
Plus
Validate
Validate results
results of
of OPM
OPM functions
functions
Investigate
Investigate performance
performance issues
issues
Address
Address product
product functionality
functionality gaps
gaps
Handle
functionality
gaps
Handle functionality gaps
Investigate
Investigate proposed
proposed interfaces
interfaces
Determine
Determine impact
impact of
of proposed
proposed bolt-ons
bolt-ons

Chapter 1 - Page 4
Agenda
Agenda
Agenda
Defining
Defining Database
Database and
and Object
Object Design
Design
Reading
Reading aa Technical
Technical Reference
Reference Manual
Manual
Listing
Listing system
system setup
setup
Describing
Describing the
the Inventory
Inventory Module
Module
Explaining
Explaining the
the New
New Product
Product Development
Development Modules
Modules
Understanding
Understanding the
the Quality
Quality Module
Module
Recognizing
results
and
changes
Recognizing results and changes in
in the
the
Production
Module
Production Module
Describing
Describing the
the Purchase
Purchase Order
Order and
and Order
Order
Fulfillment
Modules
Fulfillment Modules
Understanding
Understanding Regulatory
Regulatory Management
Management and
and
Material
Material Safety
Safety Data
Data Sheets
Sheets (MSDS)
(MSDS)

Chapter 1 - Page 5

Chapter 1 - Page 6
Database and Object Design

Chapter 2

Chapter 2 - Page 1
Database
Database and
and Object
Object Design
Design

Chapter 2 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Demonstrate
Demonstrate aa working
working knowledge
knowledge of
of the
the overall
overall
schemas
schemas
Define
Define naming
naming conventions
conventions
List
List common
common table
table characteristics
characteristics
Use
a
technical
reference
Use a technical reference manual
manual

Chapter 2 - Page 3
Ten Schemas
Ten
Ten Schemas
Schemas
Each
Each OPM
OPM application
application has
has its
its own
own schema;
schema; in
in other
other
words,
words, it
it is
is the
the owner
owner of
of all
all of
of the
the database
database objects
objects it
it
uses,
including
tables,
indexes,
and
sequences.
uses, including tables, indexes, and sequences.
GMASystem Administration
GMLLogistics
GMDProduct Development
GMPProcess Planning
GMEProcess Execution
GRRegulatory Management
GMFFinancials
GMWOPM Portal
GMIInventory Management
PMIProcess Manufacturing
Intelligence
Ten Schemas
A major division of any Oracle database is a tablespace. For example, data and
indexes for the data reside in different tablespaces to allow for performance
tuning through placement in storage media and amounts of storage provided.
Placing the OPM modules in different schemas also provides separate
tablespaces and the enhanced ability to tune applications.

Chapter 2 - Page 4
The APPS Schema

The
The APPS
APPS Schema
Schema
The
The Application
Application connects
connects to
to
the
the database
database as
as the
the APPS
APPS
user,
user, which
which recognizes
recognizes all
all
other
application
other application database
database
objects
objects through
through synonyms.
synonyms.
GMI
Though
Though GMI
GMI owns
owns the
the OPM
OPM
Inventory
Inventory tables,
tables, user
user APPS
APPS
has
has full
full privileges
privileges to
to GMI
GMI
tables.
tables.
APPS
GL
PER
All
All packages,
packages, procedures,
procedures,
triggers,
triggers, and
and views
views are
are created
created
in
in and
and owned
owned by
by the
the APPS
APPS
schema.
schema.
The APPS user is a database sign on account that does not own all the tables of
the applications but uses synonyms to access the objects owned by any of the
schemas.

Chapter 2 - Page 5
Table Attributes: OPM Tables

Table
Table Attributes:
Attributes: OPM
OPM Tables
Tables
Table
Table Naming:
Naming: MM_FFFF_TTT
MM_FFFF_TTT
MM
MM == Module
Module
FFFF
FFFF == Object/Function
Object/Function
TTT
TTT == Type,
Type, or
or hierarchy,
hierarchy, of
of information
information stored
stored
(MST,
(MST, HDR,
HDR, DTL,
DTL, CLS)
CLS)
Example:
Example:
ic_item_mst
ic_item_mst .....
..... ic
ic == Inventory
Inventory Control
Control
This
This table
table is
is the
the Item
Item Master.
Master.

Chapter 2 - Page 6

Table
Table Attributes:
Attributes: OPM
OPM Tables
Tables
Some
Some new
new extensions
extensions to
to basic
basic table
table names
names are:
are:
_TL:
_TL: Translation
Translation involved;
involved; for
for example,
example,
op_text_tbl_tl
op_text_tbl_tl
_VL:
_VL: MLS
MLS view
view
_WK:
_WK: Temporary
Temporary work
work table,
table, as
as in
in indented
indented bills
bills of
of
material
(BOMs)
material (BOMs)
_B:
When
_B:
When aa new
new table
table is
is created
created to
to make
make aa primary
primary
key
key unique,
unique, the
the _B
_B (the
(the base,
base,
non-translateable
non-translateable data)
data) was
was added
added to
to the
the
original
table;
for
example,
op_ordr_typ_b
original table; for example, op_ordr_typ_b
_INT:
_INT: An
An interface
interface table
table that
that holds
holds the
the entries
entries
being
synchronized;
for
example,
being synchronized; for example,
op_cust_mst_int
op_cust_mst_int
_ALL:
_ALL: For
For multiple
multiple organizations
organizations to
to show
show results
results for
for all
all
operating
operating units;
units; for
for example,
example, ap_invoices_all
ap_invoices_all

In Oracle Applications 11i, your system must be appropriate for multiple
organizations.

Chapter 2 - Page 7
Table Attributes
Table
Table Attributes
Attributes
In
In addition,
addition, all
all tables
tables contain
contain the
the columns:
columns:
CREATED_BY
CREATED_BY
CREATION_DATE
CREATION_DATE
LAST_UPDATED_BY
LAST_UPDATED_BY
LAST_UPDATE_LOGIN
LAST_UPDATE_LOGIN
LAST_UPDATE_DATE
LAST_UPDATE_DATE
These
These are
are called
called Who
Who columns,
columns, and
and they
they provide
provide
information
information to
to the
the user.
user.
Help
Help >> About
About This
This Record
Record on
on any
any OPM
OPM form.
form.
Table Attributes
When signed on to an application form with a record retrieved, you can access
who and when information by using the path Help > About This Record.

Chapter 2 - Page 8
Table Attributes
Table
Table Attributes
Attributes
Tables
Tables involved
involved in
in concurrent
concurrent processing
processing contain
contain the
the
following
following columns:
columns:
PROGRAM_APPLICATION_ID
PROGRAM_APPLICATION_ID
PROGRAM_ID
PROGRAM_ID
PROGRAM_UPDATE_DATE
PROGRAM_UPDATE_DATE
REQUEST_ID
REQUEST_ID
Table Attributes (continued)

When a batch approach is used to add or modify table rows, the who and
when information captured is for the batch process and the requestor.

Chapter 2 - Page 9
Table Attributes
Table
Table Attributes
Attributes
Many
Many tables
tables also
also contain
contain the
the columns:
columns:
TEXT_CODE
TEXT_CODE
DELETE_MARK
DELETE_MARK
TRANS_COUNT
TRANS_COUNT
Table Attributes (continued)

TEXT_CODE references text associated with a row.
DELETE_MARK indicates that the row is marked for delete but has not been
physically deleted.
TRANS_COUNT records the number of updates to a row.

Chapter 2 - Page 10
Table Attributes: Text_Code

Table
Table Attributes:
Attributes: Text_Code
Text_Code
TEXT_CODE
TEXT_CODE
Links
Links individual
individual rows
rows to
to central
central text
text tables
tables defined
defined
by
module.
For
example,
IC_TEXT_TBL_TL
by module. For example, IC_TEXT_TBL_TL is
is for
for
text
text in
in the
the Inventory
Inventory Control
Control module.
module.
AA numeric
numeric sequence
sequence generated
generated by
by the
the system.
system.
To
To associate
associate text
text with
with an
an item
item definition,
definition, the
the item
item
would
be
stored
in
IC_ITEM_MST,
the
text
would be stored in IC_ITEM_MST, the text in
in
IC_TEXT_TBL,
IC_TEXT_TBL, with
with the
the tables
tables joined
joined by
by the
the
TEXT_CODE
column.
TEXT_CODE column.

Chapter 2 - Page 11
Table Attributes: Delete_Mark

Table
Table Attributes:
Attributes: Delete_Mark
Delete_Mark
OPM
OPM deletes
deletes rows
rows logically
logically rather
rather than
than physically:
physically:
Each
Each table
table contains
contains aa column
column named
named DELETE_MARK.
DELETE_MARK.
00 (default
(default value)
value) == not
not deleted
deleted
11 == deleted
deleted
11 created
created by
by using
using Mark
Mark for
for Purge
Purge accessed
accessed from
from
the
OPM
Action
menu
the OPM Action menu
Users
Users will
will not
not see
see these
these rows
rows in
in OPM
OPM sessions
sessions unless
unless
the
the precise
precise key
key values
values are
are typed.
typed.
OPM
OPM also
also provides
provides an
an Unmark
Unmark for
for Purge
Purge function.
function.

Chapter 2 - Page 12
Primary Keys
Primary
Primary Keys
Keys
OPM
OPM utilizes
utilizes both
both primary
primary keys
keys and
and indexes.
indexes.
A
A primary
primary key
key is
is one
one or
or more
more columns
columns in
in aa table
table
that
combine
to
make
each
row
unique.
that combine to make each row unique.
Primary Keys
When first designed, relational databases did not use indexes. Performance
considerations, especially in very large databases, dictated the use of indexes to
achieve acceptable response.
A primary key ensures that there are no duplicate rows in a table with the same
basic identifiers. For example, if a sales order has two lines with the same item
ordered, the primary key needs a distinctive value, which in this case is
line_id not line_no.

Chapter 2 - Page 13
Primary Keys
Primary
Primary Keys
Keys
Primary
Primary keys
keys ensure
ensure unique
unique values
values in
in each
each table.
table.
IC_ITEM_MST_PK
IC_ITEM_MST_PK == ITEM_ID
ITEM_ID
This
This keeps
keeps item_id
item_id unique
unique throughout
throughout the
the
database.
database.
SY_ADDR_MST_PK
SY_ADDR_MST_PK == ADDR_ID
ADDR_ID
This
This keeps
keeps each
each address
address unique
unique to
to avoid
avoid
duplicates.
duplicates.
Primary Keys (continued)

The very definition of a primary key is that it must be unique. This is validated
by the database.

Chapter 2 - Page 14
Indexes
Indexes
Indexes
An
An index
index is
is one
one or
or more
more columns
columns from
from aa table,
table, but
but
an
an index
index does
does not
not have
have to
to be
be unique.
unique.
Indexes
Indexes often
often consist
consist of
of surrogate
surrogate columns
columns which
which
may
be
foreign
keys.
may be foreign keys.

Chapter 2 - Page 15
Foreign Keys
Foreign
Foreign Keys
Keys
Foreign
Foreign keys
keys ensure
ensure referential
referential integrity
integrity at
at the
the database
database
level,
level, instead
instead of
of just
just adding
adding them
them through
through the
the code.
code.
Examples
Examples of
of foreign
foreign key
key relationships:
relationships:
SY_UOMS_MST_SY_UOMS_TYP_FK1
SY_UOMS_MST_SY_UOMS_TYP_FK1 (UM_TYPE)
(UM_TYPE)
IC_ITEM_CNV_SY_UOMS_TYP_FK
IC_ITEM_CNV_SY_UOMS_TYP_FK (UM_TYPE)
(UM_TYPE)
IC_ITEM_MST_SY_UOMS_MST_FK1
IC_ITEM_MST_SY_UOMS_MST_FK1 (ITEM_UM)
(ITEM_UM)
IC_ITEM_MST_SY_UOMS_MST_FK2
IC_ITEM_MST_SY_UOMS_MST_FK2 (ITEM_UM2)
(ITEM_UM2)
Foreign Keys
The last two rows above are for two different references from ic_item_mst
to sy_uoms_mst, because with dual units of measure, one item uses two
different units of measure.

Chapter 2 - Page 16
Surrogate IDs
Surrogate
Surrogate IDs
IDs
A
A surrogate
surrogate is
is an
an ID
ID or
or identifier
identifier column
column used
used by
by
OPM
OPM to:
to:
Join
Join header
header and
and detail
detail tables
tables
Enhance
Enhance database
database search
search performance
performance (for
(for
example,
example, formula_id).
formula_id).
An
An OPM
OPM table
table may
may use
use IDs
IDs from
from other
other tables
tables (for
(for
example,
example, item_id)
item_id) to
to comprise
comprise an
an index.
index. In
In these
these
cases,
cases, there
there is
is aa foreign
foreign reference
reference to
to another
another table.
table.
Surrogate IDs
The term surrogate means a substitute for something else. For example, a lot
number or lot number/sublot number combination can be represented by
lot_id, which is a system assigned number. When a sales order line is
allocated to a specific lot/sublot, then lot_id is stored in the transaction,
which allocates the lot to the line.

Chapter 2 - Page 17
Surrogate IDs
Surrogate
Surrogate IDs
IDs
Surrogate
Surrogate IDs
IDs are
are controlled
controlled by
by defining
defining them
them as
as
standard
standard Oracle
Oracle sequences.
sequences.
Example:
Example:
You
You add
add aa new
new formula
formula to
to OPM.
OPM. Because
Because there
there is
is aa
formula_id
formula_id column
column that
that is
is defined
defined as
as aa sequence,
sequence,
the
the next
next available
available number
number is
is returned
returned making
making the
the ID
ID
unique.
unique.
Surrogate IDs (continued)

If a batch process adds a row to a table controlled by a sequence, a call must be
made to a routine to get the next sequence value to store in the new row.

Chapter 2 - Page 18
Sequences
Sequences
Sequences
Syntax:
Syntax: select
select sequence_name.nextval
sequence_name.nextval from
from
sys.dual;
sys.dual;
GEM5_CRITERIA_ID_S
GEM5_CRITERIA_ID_S
GEM5_LINE_ID_S
GEM5_LINE_ID_S
GEM5_CYCLE_ID_S
GEM5_CYCLE_ID_S
GEM5_CYCL_ADT_ID_S
GEM5_CYCL_ADT_ID_S
GEM5_CYCL_MSC_ID_S
GEM5_CYCL_MSC_ID_S
GEM5_DOC_ID_S
GEM5_DOC_ID_S
GEM5_ITEM_CDT_ID_S
GEM5_ITEM_CDT_ID_S
GEM5_ITEM_ID_S
GEM5_ITEM_ID_S
GEM5_LOT_ID_S
GEM5_LOT_ID_S
GEM5_PLNTINV_ID_S
GEM5_PLNTINV_ID_S
GEM5_POSTING_ID_S
GEM5_POSTING_ID_S
GEM5_PURGE_ID_S
GEM5_PURGE_ID_S
GEM5_SUMM_INV_ID_S
GEM5_SUMM_INV_ID_S
GEM5_TRANS_ID_S
GEM5_TRANS_ID_S

Chapter 2 - Page 19
Stored Procedures, Views, and Triggers

Stored
Stored Procedures,
Procedures, Views,
Views, and
and Triggers
Triggers
Packages
Packages and
and procedures
procedures
Views
Views
Triggers
Triggers
Stored
Stored code
code and
and OPM
OPM views
views are
are installed
installed and
and owned
owned
by
by the
the APPS
APPS user.
user. The
The application
application accesses
accesses objects
objects
owned
owned by
by other
other application
application schemas,
schemas, so
so references
references
can
can be
be resolved
resolved at
at compile
compile or
or run
run time.
time.
No
No matter
matter which
which applications
applications the
the customer
customer has
has
purchased,
the
entire
database
is
purchased, the entire database is always
always installed.
installed.

Chapter 2 - Page 20
Null Columns
Null
Null Columns
Columns
IfIf aa column
column is
is defined
defined as
as NOT
NOT NULL,
NULL, some
some value
value
must
must be
be stored
stored in
in the
the column.
column.
This
This can
can lead
lead to
to scenarios
scenarios in
in which
which zeros
zeros and
and
blank
spaces
are
stored
in
columns.
blank spaces are stored in columns.
Therefore,
Therefore, with
with foreign
foreign keys,
keys, and
and aa primary
primary key
key
defined
defined for
for every
every OPM
OPM table,
table, these
these types
types of
of
values
values cannot
cannot be
be stored
stored according
according to
to data
data
modelling
modelling standards.
standards.
Thus,
Thus, columns
columns that
that store
store optional
optional values
values are
are
defined
defined as
as NULL
NULL (allowing
(allowing Null
Null values).
values).
Null Columns
The primary impact of null values is to reduce storage and to facilitate writing
retrieval code such as SQL*Plus.

Chapter 2 - Page 21
Multilanguage Support (MLS)

Multilanguage
Multilanguage Support
Support (MLS)
(MLS)
OP_PRSL_TYP
OP_PRSL_TYP_VL
OP_PRSL_TYP_B
OP_PRSL_TYP_TL

Chapter 2 - Page 22
Multilanguage
Support
The
The _VL
_VL table
table is
is the
the view
view to
to the
the _B
_B (Base)
(Base) and
and _TL
_TL
(Translation)
(Translation) tables
tables
The
The synonym
synonym is
is the
the table
table name
name that
that the
the user
user sees
sees
To
SELECT
from
a
table,
the
results
are
from
the
To SELECT from a table, the results are from the
_VL
_VL
To
To UPDATE,
UPDATE, DELETE,
DELETE, or
or INSERT
INSERT in
in aa table:
table:
The
The _VL
_VL table
table reads
reads the
the command.
command.
The
The _VL
_VL table
table fires
fires aa trigger
trigger called
called aa
table_handler.
table_handler.
The
The _B
_B and/or
and/or _TL
_TL tables
tables are
are modified.
modified.

Chapter 2 - Page 23
Reading a Technical Reference Manual (TRM)

Reading
Reading aa Technical
Technical Reference
Reference Manual
Manual
(TRM)
(TRM)

Chapter 2 - Page 24
Reading a TRM
Reading
Reading aa TRM
TRM
A
A TRM
TRM shows
shows table
table details
details including:
including:
Foreign
Foreign keys
keys
Table
Table column
column definitions
definitions
Indexes
Indexes
Sequences
Sequences
Reading a Technical Reference Manual

Primary keys are indicated in the Column Definitions, as well as in the Index
section.

Chapter 2 - Page 25
Reading a TRM
Reading
Reading aa TRM
TRM
Foreign
Foreign keys
keys detail:
detail:
The
The table
table on
on which
which the
the key
key is
is primary
primary
The
The primary
primary column
column name
name
The
The associated
associated foreign
foreign key
key name
name

Chapter 2 - Page 26
Reading a TRM
Reading
Reading aa TRM
TRM
Column
Column descriptions
descriptions detail:
detail:
Each
Each column
column that
that is
is found
found in
in the
the table
table
The
The name,
name, Null/Not
Null/Not Null,
Null, type/format,
type/format, and
and
description
description for
for each
each column
column
Standard
Standard Who
Who columns
columns
Descriptive
Descriptive Flexfield
Flexfield columns
columns
Any
Any valid
valid values
values that
that can
can be
be set
set in
in the
the column
column

Chapter 2 - Page 27
Reading a TRM
Reading
Reading aa TRM
TRM
Indexes
Indexes detail:
detail:
The
The index
index name
name
The
The index
index type
type and
and sequence
sequence
The
The column
column name
name for
for the
the index
index

Chapter 2 - Page 28
Reading a TRM
Reading
Reading aa TRM
TRM
Sequences
Sequences detail:
detail:
The
The name
name of
of the
the sequence
sequence
The
The column
column for
for which
which the
the sequence
sequence was
was derived
derived

Chapter 2 - Page 29
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Demonstrate
Demonstrate aa working
working knowledge
knowledge of
of overall
overall
schemas
schemas
Define
Define naming
naming conventions
conventions
List
List common
common table
table characteristics
characteristics
Describe
Describe database
database features
features used
used in
in controls
controls
Use
Use aa technical
technical reference
reference manual
manual

Chapter 2 - Page 30
System Setup
Chapter 3
System Setup
Chapter 3 - Page 1
System Setup
System
System Setup
Setup
System Setup
Chapter 3 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
List
List the
the overall
overall structure
structure of
of the
the database
database
Name
Name primary
primary system
system support
support tables
tables
Define
Define the
the OPM
OPM Financials
Financials setup
setup
System Setup
Chapter 3 - Page 3
Essential System Setup

Essential
Essential System
System Setup
Setup
Define users
Define the organization

structure
Document ordering
Assign organizations to users
Set profile values
System Setup
Chapter 3 - Page 4
System Administrative Module Tables

System
System Administrative Module
Module Tables
Tables
Organization
Text
Unit
Unit of
of measure
measure
Miscellaneous
Miscellaneous
*HR_ORGANIZATION_UNITS_VL
SY_ORGN_MST
SY_ORGN_USR
SY_UOMS_MST
SY_UOMS_STD
SY_UOMS_TYP
SY_ADDR_MST
SY_PARA_CDS_TL
SY_TEXT_HDR
SY_TEXT_TBL_TL
SY_GEOG_MST
SY_DOCS_MST
SY_DOCS_SEQ
System Administrative Module Tables

All addresses for all modules are in the SY Address Master.
Once you have defined paragraphs, and entered text into them, the text is
stored in the SY_Text table.
Document ordering determines whether a number is set manually or
automatically.
System Setup
Chapter 3 - Page 5
System Administrative Relationships

System
System Administrative
Administrative Relationships
Relationships
HR_ORGANIZATIONS_UNITS_VL
organization_id
FND_USER
user_id
PS_OPER_PCL
planning_class
SY_ORGN_MST
orgn_code
SY_ORGN_USR
user_id,
orgn_code
System Administrative Relationships

The table is now required, but only needs the user ID plugged in.
This diagram involves tables from four different modules.
System Setup
Chapter 3 - Page 6
Common Modules Interface

Common Modules Interface
OPM
Modules
Receiving
Inventory
Management
Sales Order
Production Management
Purchasing
Oracle
Application
Modules
Accounts
Receivable
Accounts
Payable
General ledger
System Setup
Chapter 3 - Page 7
Data Synchronized to OPM

Data
Data Synchronized
Synchronized to
to OPM
OPM
Oracle Tables
OPM Tables
Accounts Payable (AP) Freight on Board (FOB) codes

Accounts Payabke (AP) Terms
Salesreps
Customers
Vendors
Invoice Price (only used in Actual Costing)
System Setup
Chapter 3 - Page 8
Data Synchronized from OPM

Data
Data Synchronized
Synchronized from
from OPM
Oracle Tables
OPM Tables
Accounts Receivable (AR) Update

General Ledger (GL) Update
System Setup
Chapter 3 - Page 9
AP FOB Codes
AP
AP FOB
FOB Codes
Codes
Oracle Table
OPM Table
PO_LOOKUP_CODES
OP_FOBC_MST
OPM Immediate Interface

or
OPM Periodic Interface
monthly, weekly, daily, hourly, by minute
System Setup
Chapter 3 - Page 10
FOB Code Field Mapping

FOB
FOB Code
Code Field
Field Mapping
Mapping
FOB
FOB Codes
Codes
Accounts
Accounts Receivable
Receivable Lookups
Lookups
Purchase
Purchase Order
Order Lookups
Lookups
System Setup
Chapter 3 - Page 11
FOB Code Field Mapping

FOB
FOB Code
Code Field
Field Mapping
Mapping
FOB Codes
AR_LOOKUPS
lookup_code
lookup_type
description
PO_LOOKUP_CODES
lookup_code
lookup_type
description
PO_LOOKUPS
lookup_code
description
OP_FOBC_MST
fob_code
fob_name
System Setup
Chapter 3 - Page 12
AP Invoice Terms
AP
AP Invoice
Invoice Terms
Terms
Oracle Table
OPM Table
AP_TERMS_LINES
OP_TERM_MST
AP_TERMS

or
System Setup
Chapter 3 - Page 13
AP Terms Field Mapping

AP
AP Terms
Terms Field
Field Mapping
Mapping
AP_TERMS
name
description
OP_TERM_MST
terms_code
terms_desc
AP_TERMS_LINES
discount_percent
discount_days
due_days
discount_rate
discount_days
net_days
System Setup
Chapter 3 - Page 14
Salesreps
Salesreps
Salesreps
Oracle Table
OPM Tables
OP_SLSR_MST_INT
RA_SALESREPS
OP_SLSR_MST

or
System Setup
Chapter 3 - Page 15
Salesrep Field Mapping

Salesrep
Salesrep Field
Field Mapping
Mapping
Sales Reps
RA_SALESREPS
name
name
OP_SLSR_MST
slsrep_code
slsrep_name
System Setup
Chapter 3 - Page 16
Customers
Customers
Customers
OPM Table
Oracle Tables
AP_BANK_ACCOUNTS
AR_CUSTOMER_PR
OFILES
OP_CUST_MST_INT
RA_TERRIRTORIES
RA_CONTACTS
SY_ADDR_MST
RA_PHONES
RA_SITE_USES
OP_CUST_MST
RA_ADDRESSES
RA_CUSTOMERS

or
System Setup
Chapter 3 - Page 17
Customer Field Mapping

Customer
Customer Field Mapping
Mapping
Customers
RA_CUSTOMERS
customer_name
customer_number
OP_CUST_MST
cust_name
cust_no
RA_SITE_USES
location
site_use_code
ship_partial
fob_point
ship_via
tax_code
status
cust_no
bill_ind, ship_ind
backorder_ind
fob_code
frtbill_mthd
taxloc_code
inactive_ind
RA_ADDRESSES
address1
address2
address3
city
state
postal_code
country
SY_ADDR_MST
addr1
addr2
addr3
addr4
state_code
postal_code
country_code
System Setup
Chapter 3 - Page 18
Vendors
Vendors
Vendors
Oracle Tables
OPM Table
PO_VENDOR_SITES
SY_ADDR_MST
PO_VENDORS
PO_VEND_MST

or
System Setup
Chapter 3 - Page 19
Vendor Field Mapping

Vendor
Vendor Field
Field Mapping
Mapping
Vendors
PO_VENDORS
vendor_name
segment1
PO_VEND_MST
vendor_name
vendor_no
PO_VENDOR_SITES
vendor_site_code
purchasing_site_flag
pay_site_flag
vendor_no
ship_ind
payment_ind
address_line1
address_line2
address_line3
city
state
country
zip
SY_ADDR_MST
addr1
addr2
addr3
addr4
state_code
country_code
postal_code
System Setup
Chapter 3 - Page 20
Data Triggered to OPM

Data
Data Triggered
Triggered to
to OPM
OPM
Oracle Tables
OPM Tables
Currency Codes
Exchange Rate Type
Exchange Rate
System Setup
Chapter 3 - Page 21
Data Triggered Over from OPM

Data
Data Triggered
Triggered Over
Over from
from OPM
OPM
Oracle Tables
OPM Tables
Item
Item/Lot Conversion
UOM Type
UOM
UOM Conversion
System Setup
Chapter 3 - Page 22
Currency Codes
Currency
Currency Codes
Codes
Oracle Table
OPM Tables
FND_CURRIENCIES
GL_CURR_MST
Trigger
System Setup
Chapter 3 - Page 23
Currency Code Field Mapping

Currency
Currency Code
Code Field
Field Mapping
Mapping
Currencies
FND_CURRENCIES
currency_code
name
precision
GL_CURR_MST
currency_code
currency_description
decimal_precision
System Setup
Chapter 3 - Page 24
Exchange Rate Types

Exchange
Exchange Rate
Rate Types
Types
Oracle Table
OPM Tables
GL_DAILY_
CONVERSION_
TYPES
GL_RATE_TYP
Trigger
System Setup
Chapter 3 - Page 25
Exchange Rate Type Field Mapping

Exchange
Exchange Rate
Rate Type
Type Field
Field Mapping
Mapping
Exchange Rate Types

GL_DAILY_CONVERSION_TYPES
conversion_type
description
GL_RATE_TYPE
rate_type_code
rate_type_description
System Setup
Chapter 3 - Page 26
Exchange Rates
Exchange
Exchange Rates
Rates
Oracle Table
OPM Table
GL_DAILY_
Oracle Table
CONVERSION_
RATES
GL_XCHG_RTE
OPM Tables
Trigger
System Setup
Chapter 3 - Page 27
Exchange Rate Field Mapping

Exchange
Exchange Rate
Rate Field
Field Mapping
Mapping
Exchange Rates
GL_DAILY_CONVERSION_RATES
from_currency_code
conversion_date
conversion_rate
conversion_type
GL_XCHG_RTE
from_currency_code
exchange_rate_date
exchange_rate
rate_type_code
GL_SETS_OF_BOOKS
currency_code
to_currency_code
System Setup
Chapter 3 - Page 28
OPM UOM Types

OPM
OPM UOM
UOM Types
Types
Oracle Table
OPM Table
MTL_UOM_CLASSES
SY_UOMS_TYP
Trigger
System Setup
Chapter 3 - Page 29
UOM Type Field Mapping

UOM
UOM Type
Type Field
Field Mapping
Mapping
Unit of Measure Types

MTL_UOM_CLASSES
uom_class
description
SY_UOMS_TYP
um_type
type_desc
System Setup
Chapter 3 - Page 30
OPM UOM
OPM
OPM UOM
UOM
Oracle Table
OPM Table
MTL_UNITS_OF_
MEASURE
SY_UOMS_MST
Trigger
System Setup
Chapter 3 - Page 31
OPM UOM Conversions

OPM
OPM UOM
UOM Conversions
Conversions
Oracle Tables
OPM Table
SY_UOMS_MST
MTL_UOM_CONVERSIONS
Trigger
System Setup
Chapter 3 - Page 32
Unit of Measure Field Mapping

Unit
Unit of
of Measure
Measure Field
Field Mapping
Mapping
Units of Measure
MTL_UNITS_OF_MEASURE
uom_code
unit_of_measure
uom_class
MTL_UOM_CONVERSIONS
uom_code
unit_of_measure
uom_class
conversion_rate
SY_UOMS_MST
um_code
um_desc
um_type
um_code
um_desc
um_type
std_factor
System Setup
Chapter 3 - Page 33
OPM Inventory to Oracle Inventory

OPM
OPM Inventory
Inventory to
to
Oracle
Oracle Inventory
Inventory
OPM Table
Oracle Tables
MTL_ITEM_
CATEGORIES
IC_ITEM_MST
MTL_SYSTEM_
ITEMS
Trigger
System Setup
Chapter 3 - Page 34
Item Field Mapping

Item
Item Field Mapping
Mapping
Items
MTL_SYSTEM_ITEMS
segment1
description
primary_uom_code
IC_ITEM_MST
item_no
item_desc1
item_um
System Setup
Chapter 3 - Page 35
OPM Item/Lot Conversions

OPM
OPM Item/Lot
Item/Lot Conversions
Conversions
Oracle Table
OPM Table
IC_ITEM _CNV
MTL_UOM_CLASS_
CONVERSIONS
Trigger
System Setup
Chapter 3 - Page 36
Item/Lot Conversion
Item/Lot
Item/Lot Conversion
Conversion
Item/Lot Conversions: Interclass Conversions

MTL_UOM_CLASS_CONVERSIONS
IC_ITEM_MST
inventory_item_id
item_id
from_uom_code
item_um
to_uom_code
item_um2
IC_ITEM_CNV
conversion_rate
type_factor
inventory_item_id
item_id
System Setup
Chapter 3 - Page 37
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
List
List the
the overall
overall structure
structure of
of the
the database
database
Name
Name primary
primary system
system support
support tables
tables
Define
Define the
the OPM
OPM Financials
Financials setup
setup
System Setup
Chapter 3 - Page 38
Inventory
Chapter 4
Inventory
Chapter 4 - Page 1
Inventory
Inventory
Inventory
Inventory
Chapter 4 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Describe
Describe inventory
inventory relationships
relationships
Relate
Relate inventory
inventory transactions
transactions to
to events
events that
that
caused
caused them
them
Inventory
Chapter 4 - Page 3
Inventory Management
Inventory
Management
Item
Warehouse
Location
Lot
Sublot
Status
Grade
An inventory instance of an item is stored in a location (warehouse or
warehouse location):
May be lot controlled
May be status controlled (good, bad, and so on)
May be grade controlled (highest price, medium, and so on)
Inventory
Chapter 4 - Page 4
Inventory Module Tables

Inventory
Inventory Module
Module Tables
Tables
Items
Warehouse/Location
Lots
IC_ITEM_MST
IC_ITEM_CNV
IC_WHSE_MST
IC_LOCT_MST
IC_LOCT_INV
Inv
Inv Create/Adjust/Move
Create/Adjust/Move
Inv
Inv Status/Grade
Status/Grade
Inv
Summary
Inv Summary
IC_JRNL_MST
IC_ADJS_JNL
IC_TRAN_PND
IC_TRAN_CMP
IC_TRAN_ARC
IC_LOTS_STS
* QC_GRAD_MST
IC_SUMM_INV
IC_PERD_BAL
IC_WHSE_STS
IC_TEXT_HDR
IC_TEXT_TBL_TL
Inventory
Chapter 4 - Page 5
Inventory Relationships
Inventory
Relationships
IC_SUMM_INV
item_id, whse_code, qc_grade
QC_GRAD_MST
qc_grade
IC_ITEM_MST
item_id
IC_LOTS_MST
item_id, lot_id
IC_WHSE_MST
whse_code
IC_LOCT_MST
whse_code,
location
IC_LOTS_STS
lot_status
Grade applies
to lot
IC_LOCT_INV
Status applies item_id, lot_id, whse_code, location
to location
IC_SUMM_INV contains totals of Items, Warehouse Codes, QC Grade,
and contains many more transactions totals.
It is not summed from the detail.
Inventory
Chapter 4 - Page 6
Document Types
Document
Document Types
Types
Begin as Pending
Always
Always Completed
Completed
PRODBatch
CREICreate
CREICreate immediately
immediately
OPSOSales Order ADJIAdjust
ADJIAdjust immediately
immediately
OPSPShipment
MOVIMove
MOVIMove immediately
immediately
PORDPurchase
STSIStatus
STSIStatus immediately
immediately
Order
GRDIGrade
GRDIGrade immediately
immediately
Mass
Mass versions
versions of
of above
above (mult.
(mult. tx)
tx)
Inventory Transfers
POSRPO
POSRPO Stock
Stock receipt
receipt
XFER
RTRNPO
RTRNPO return
return
PICYPhysical
PICYPhysical Inventory
Inventory Cycle
Cycle
No
No
PIPHPhysical
PIPHPhysical Inventory
Inventory
Physical
Physical
Document Types
The first column of document types are some of the ones that get totaled
on ic_summ_inv.
These document types all involve inventory transactions that are recorded
in one of two different tables.
The Always completed type go to the ic_tran_cmp table.
The Begin as pending type start in the ic_tran_pnd table
The completed indicator is changed from 0 to 1 when it is
completed.
Purging completed transactions will move them to the ic_tran_cmp
table.
Inventory
Chapter 4 - Page 7
Pending and Completed Transactions

Pending
Pending and
and Completed
Completed Transactions
Transactions
Pending
Pending transactions
transactions may
may happen.
happen.
Completed
Completed transactions
transactions have
have already
already happened.
happened.
Table
Table ic_tran_cmp
ic_tran_cmp only
only contains
contains completed
completed
transactions.
transactions.
Table
Table ic_tran_pnd
ic_tran_pnd contains
contains pending
pending
transactions
transactions and
and transactions
transactions marked
marked completed.
completed.
Pending
Pending and
and completed
transactions indicate
indicate the
the
documents
which
produced
the
transactions.
documents which produced the transactions.
Pending and Completed Transactions

A purging facility in OPM moves formerly pending transactions, when
completed, from ic_tran_pnd to ic_tran_cmp to reduce the size of
ic_tran_pnd. Depending on the nature of the clients business,
ic_tran_pnd can grow rapidly and begin to impact performance adversely.
Inventory
Chapter 4 - Page 8
Inventory Setup Data

Inventory
Inventory Setup Data
Data
Setup
Setup information
information
Items
Items
Item/Lot
Item/Lot conversions
conversions
Warehouse
Warehouse
Location
Location
Lots/Sublots
Lots/Sublots
Classes/Types
Classes/Types
Inventory Tables
IC_ITEM_MST
IC_ITEM_CNV
IC_WHSE_MST
IC_LOCT_MST
IC_LOTS_MST
Item Master Table

Item/Lot Conversion Table
Warehouse Definition Table
Location Master
Lot Master
Inventory
Chapter 4 - Page 9
Inventory Transactions
Inventory
Transactions
Immediate
Immediate or
or journaled
journaled transactions
transactions
Mass
Mass or
or singular
singular transactions
transactions
Create
Create
Adjust
Adjust
Move
Move
Grade
Grade
Status
Status
Inventory Transaction Tables

IC_JRNL_MST - Journal Master
IC_ADJS_JNL - Journal Details
IC_TRAN_CMP - Completed Transaction Table
IC_TRAN_PND - Pending/Completed Transaction Table
IC_TRAN_ARC - Archived Transaction Table
Inventory
Chapter 4 - Page 10
Inventory
Transactions
Transaction
Transaction sources
sources
Inventory
Inventory transactions
transactions
Purchase
Purchase orders,
orders, receipts,
receipts, and
and returns
returns
Sales
Sales orders
orders and
and shipping
shipping
Production
Production batches
batches
Pending
Pending and
and completed
transactions
Inventory
Chapter 4 - Page 11
Transaction Flow
Transaction
Transaction Flow
Flow
Inventory Journal Tables
IC_JRNL_MST
Inventory Tables
IC_TRAN_CMP
IC_ADJS_JNL
IC_LOCT_INV
IC_SUMM_INV
Inventory
Chapter 4 - Page 12
Pending to Completed Transactions

Pending
Pending to
to Completed
Transactions
Pending
Pending Transactions
Transactions
ic_tran_pnd
ic_tran_pnd
Completed
Transactions
ic_tran_cmp
ic_tran_cmp
Inventory
Chapter 4 - Page 13
Pending to Completed Transactions

Pending
Pending to
to Completed
Transactions
When you update a transaction from pending to
completed, the pending transaction is updated to indicate
that it is no longer pending. The pending transaction
becomes a completed transaction, or a new completed
transaction is created.
Pending transactions with offsetting completed transactions
are stored in the Pending Transactions table ic_tran_pnd
with a flag to indicate completed status. Completed
transactions created through Inventory > Quantities or
Physical Inventory > Count Entry are stored in a Completed
Transactions database table called ic_tran_cmp.
Inventory
Chapter 4 - Page 14
Physical Inventory
Physical
Physical Inventory
Inventory
Counting
Counting of
of inventory
inventory
Physical
Physical CountReplacement
CountReplacement method
method
Cycle
Cycle CountVariance
CountVariance method
method
Transaction-based
Transaction-based systems
systems
Physical Inventory Tables
IC_RANK_MST
IC_ITEM_CDT
IC_CYCL_MSC
IC_CYCL_HDR
IC_CYCL_DTL
IC_PHYS_CNT
IC_CYCL_ADT
ABC Rank Table

Scheduled Cycle Count Date per Item/Whse
Miscellaneous Cycle Count Items
Cycle Count Definition Table
Cycle Count Detail Table (Frozen Quantities)
Physical/Cycle Count Results Table
Cycle Audit Table
Inventory
Chapter 4 - Page 15
Physical Inventory Process Flow

Physical
Physical Inventory
Inventory Process
Process Flow
Flow
Create ABC
rank
IC_RANK_MST
Initiate
cycle count
or
physical count
IC_CYCL_DTL
Initialize
ABC rank
schedule
IC_ITEM_CDT
Cycle count
and
physical count
entry
IC_PHYS_CNT
Define
cycle count or
physical count
IC_CYCL_HDR
IC_PHYS_CNT
Run the
audit report
and populate
IC_CYCL_ADT
(Cycle Counts Only)
Add
miscellaneous
items
IC_CYCL_MSC
Post results
and create
completed
transaction
IC_TRAN_CMP
Inventory
Chapter 4 - Page 16
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Describe
Describe inventory
inventory relationships
relationships
Relate
Relate inventory
inventory transactions
transactions to
to events
events that
that
caused
caused them
them
Inventory
Chapter 4 - Page 17
Inventory
Chapter 4 - Page 18
New Product Development

Chapter 5

Chapter 5 - Page 1
New
New Product
Product Development
Development

Chapter 5 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Describe
Describe the
the construction
construction of
of aa formula
formula
Explain
Explain routings
routings
Identify
Identify how
how to
to make
make correct
correct versions
versions and
and
combinations
combinations available
available for
for production
production
Objectives
In this lesson, we will see how formulas, routings, and effectivities are stored.

Chapter 5 - Page 3
Formulas
Formulas
Basis for making products
Finished
Good
Intermediate
Raw
Material 1
Raw
Material 2
Package
Raw
Material 3
Raw
Material 4
Formulas
The formula describes the what aspects of products.
Formulas work from the fm_form_mst and fm_matl_dtl tables.
The line type set in the fm_form_mst table. This is differentiated as
1=product/coproduct; -1=ingredient; 2=byprod.
The table fm_form_mst also contains the field phantom_type.
The phantom_type can be Not a Phantom, Automatic, or Manual.

Chapter 5 - Page 4
Routings
Routings
Routings
Transformation
Transformation steps
steps to
to make
make products
products
Resources
Activities
Operations
Blender
Run Blender
Blending
Blending + Extrusion +
Pack
= Routing
A Group of Operations = Routing
Routings
The routing describes how the product is made.
From a cost perspective, both the formula and routing (if used) are
important in determining cost of goods sold.
There are multiple operations in a route. One of the operations could be a
test.
A Formula + a Route = a Recipe.

Chapter 5 - Page 5
Formula Module Tables

Formula
Formula Module
Module Tables
Tables
Formulas
Effectivities
Routings
Routings
FM_FORM_MST
FM_MATL_DTL
FM_ROUT_HDR
FM_ROUT_DTL
FM_FORM_EFF
FM_ROUT_DEP
FM_ACTV_MST
* CR_RSRC_MST
FM_OPRN_MST
FM_OPRN_DTL
FM_ROUT_MTL

Chapter 5 - Page 6
Formula Relationships
Formula
Relationships
FM_ROUT_HDR
#* Unique ID
FM_ROUT_DTL
#* Unique ID
FM_ROUT_DEP
#* Unique ID
FM_FORM_MST
#* Unique ID
FM_FORM_EFF
#* Unique ID
FM_MATL_DTL
#* Unique ID
FM_ROUT_MTL
#* Unique ID
The effectivity in the middle is what connects formula and routing. Because
creation of a batch requires an effectivity, the batch must derive both formula
(what?) and the routing (how?) in generating rows for the batch.
The formula table relation (mst_dtl) appears simple. However, ingredient
rows in fm_matl_dtl can represent items that have their own formula. If an
ingredient indicates that it is a phantom, then, depending on setup, creating a
batch can cause generation of multiple batches.

Chapter 5 - Page 7
Formula/Effectivity Structure
Formula/Effectivity
Formula/Effectivity Structure
Structure
Lab Formula
LM_FORM_HDR
LM_FORM_DTL
LM_FORM_DAT
Upload to Production
Production Formula
FM_FORM_MST
FM_FORM_DTL
Route
Effectivity
Batch

Chapter 5 - Page 8
Laboratory Management
Laboratory
Management
Technical
Technical parameters
parameters define
define the
the attribute
attribute
(chemical
(chemical property)
property) of
of an
an item
item (density,
(density, pH)
pH)
Technical
Technical parameters
parameters are
are defined
defined in
in the
the
LM_TECH_HDR,
LM_TECH_HDR, LM_TECH_DTL,
LM_TECH_DTL, and
and LM_ITEM_DAT
LM_ITEM_DAT
tables.
tables.
They
They are
are set
set up
up in
in aa sequence
sequence and
and then
then tied
tied to
to the
the
item.
item.

Chapter 5 - Page 9
Laboratory
Management
The
The Lab
Lab Spreadsheet
Spreadsheet is
is based
based on
on four
four tables:
tables:
LM_SPRD_DTL
LM_SPRD_DTL
LM_SPRD_FLS
LM_SPRD_FLS
LM_SPRD_PRM
LM_SPRD_PRM
LM_SPRD_TEC
LM_SPRD_TEC
Item-specific
Item-specific technical
technical parameters
parameters are
are entered
entered into
into
the
spreadsheet
and
then
manipulated.
the spreadsheet and then manipulated.
Once
Once the
the numbers
numbers are
are modified,
modified, the
the spreadsheet
spreadsheet
details
details any
any cost
cost change
change or
or attribute
attribute changes.
changes.
LM_SPRD_DTL: Table used to store Laboratory Spreadsheet detail
information
LM_SPRD_FLS: This table records the files in which a user has saved
Laboratory Spreadsheets.
LM_SPRD_PRM: Table used to store the technical parameter definitions
that belong with the spreadsheet
LM_SPRD_TEC: Table used to store the values of the technical
parameters on the spreadsheet

Chapter 5 - Page 10
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Describe
Describe the
the construction
construction of
of aa formula
formula
Explain
Explain routings
routings
Identify
Identify how
how to
to make
make correct
correct versions
versions and
and
combinations
combinations available
available for
for production
production

Chapter 5 - Page 11

Chapter 5 - Page 12
Quality Management
Chapter 6
Quality Management
Chapter 6 - Page 1
Quality Management
Quality
Quality Management
Management
Quality Management
Chapter 6 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
explain
explain the
the Quality
Quality Workflows
Workflows and
and the
the related
related tables.
tables.
Quality Management
Chapter 6 - Page 3
Oracle Workflow: Overview

Oracle
Oracle Workflow:
Workflow: Overview
Overview
By
By using
using Oracle
Oracle Workflow,
Workflow, you
you can
can route
route information
information
according
according to
to aa set
set of
of business
business rules.
rules.
Workflow Processes Description

A workflow is a process containing several steps that include activities, roles,
and decisions that are needed to complete a business process.
With Oracle Workflow, you can automate and continuously improve business
processes by routing information according to a set of business rules. This
information can be transmitted to individuals both inside and outside your
enterprise on a need-to-know basis.
Oracle Workflow enables you to let people receive notifications of items
awaiting their attention through electronic mail, using a Web browser, or using
the Notification Summary window in Oracle Applications.
Quality Management
Chapter 6 - Page 4
Sample Approval Workflow

Sample
Sample Approval
Approval Workflow
Workflow
The
The sample
sample approval
approval workflow
workflow is
is composed
composed of
of three
three
subordinate
subordinate workflows:
workflows:
Sample
Sample creation
creation notification
notification workflow
workflow
Assay
Assay testing
testing process
process workflow
workflow
Sample
Sample disposition
disposition workflow
workflow
OPM Quality Sample Subordinate Workflows

The OPM Quality Sample Workflow consists of three subordinate workflows:
Sample Creation Notification Workflow: This workflow sends a
notification and initiates the Sample Approval Process Workflow.
Sample Approval Process Workflow: This workflow is used to find assay
specifications, initiate the Assay Testing Process Workflow, and sends
inventory status notification.
Assay Testing Process Workflow: This workflow is used to update assay
status and accumulate assay results for the Sample Approval Process
Workflow.
Quality Management
Chapter 6 - Page 5
OPM Quality Views

OPM
OPM Quality
Quality Views
Views
QC_ASSY_VAL
QC_ASSY_TYP
qcassy_
qcassy
_val
val_id
_id
qcassy_
qcassy
_typ
typ_id
_id
QC_SMPL_MST
QC_SPEC_MST
sample_id
qc_spec_id
qc
_spec_id
qcassy_typ_id
assay_code
text_spec
sample_no
sample_desc
*1, *2, *3
QC_RSLT_MST
qc_result_id
qc
_result_id
preference
*1, *2, *3
qc_spec_id
sample_id
assay_code
test_resul
t
*1
item_id
lot_id
whse_code
location
final mark
*1, *2, *3
*2
*3
orgn_id
item_id
batch_id
vendor_id
formula_id
formulaline_id cust_id
routing_id
routingstep_id
opm_id
Quality Management
Chapter 6 - Page 6
OPM Quality Sample Approval Workflow

OPM
OPM Quality
Quality Sample
Sample Approval
Approval Workflow
Workflow
Inventory
increases and valid
specifications exist.
(QC_SPEC_MST which
is a list from QC_ASSY_TYP)
Enter test
results.
(QC_RSLT_MST)
Assay testing
process
workflow
Sample
disposition
workflow
Change item lot

status or grade.
Sample creation
notification
workflow
Create
samples.
(QC_SMPL_MST)
Quality Management
Chapter 6 - Page 7
Sample Creation Notification Workflow

Sample
Sample Creation
Creation Notification
Notification Workflow
Workflow
Increase to
Inventory
IC_TRAN_PND
IC_TRAN_CMP
Inventory
Adjustment
Receipt
PO_RECV_HDR
PO_RECV_DTL
IC_JRNL_MST
IC_ADJS_JNL
PM_MATL_DTL
PM_BTCH_HDR
Production Batch

The Sample Creation Notification Workflow process consists of the following
steps:
1. The workflow begins when OPM transacts inventory requiring an assay.
2. The Notifier is found and notification is sent.
3. The Sample Approval Workflow is initiated if the notifier creates a sample
from the notification or creates a sample independent of the workflow.
4. The workflow ends.
The transactions are derived from the receipts, production batches, and
inventory adjustments.
The transaction tables include:
IC_TRAN_PND
IC_TRAN_CMP
IC_LOCT_INV
IC_SUMM_INV
Quality Management
Chapter 6 - Page 8

Sample
Sample Creation
Creation Notification
Notification Workflow
Workflow
Search for
Quality
Specification
(QC_SPEC_MST)
Notify
Sample
Collector
No Specification,
workflow ends
Quality Management
Chapter 6 - Page 9
Assay Testing Process Workflow

Assay
Assay Testing
Testing Process
Process Workflow
Workflow
Sample
data
entered
in OPM
(QC_SMPL_MST)
Sample is
collected
Quality Management
Chapter 6 - Page 10

Assay
Assay Testing
Testing Process
Process Workflow
Workflow
Samples
are
tested
Notify
testers

The Assay Testing Process Workflow consists of the following steps:
1. The workflow starts when an assay is required for new material. It is
initiated from the Sample Approval Process Workflow.
2. The Notifier is found and notification is sent.
3. The status of the assay is updated to Notified.
4. When the assay is completed, the assay status is updated to Completed,
otherwise the status is Time Out.
5. Assay results are accumulated for the Sample Approval Process Workflow.
Quality Management
Chapter 6 - Page 11
Sample Disposition Workflow

Sample
Sample Disposition
Disposition Workflow
Workflow
Results
entered
in OPM
(QC_RSLT_MST)
Approver
assigns
sample
disposition
(update to
QC_RSLT_MST)
Approver
verifies
results
Sample Disposition Process Workflow

1 The Sample Approver can open the Sample Results window to verify the
assay results.
2. The workflow continually checks assay test disposition as follows:
If Snooze is detected, the workflow initiates the Assay Testing Process Work
flow for timed-out assays and repeats steps 2 through 4 of the Sample Creation
Notification Workflow.
If Partial Retest is detected, the workflow initiates the Assay Testing Process
Workflow for selected assays and repeats steps 2 through 4 of the Sample
Creation Notification Workflow.
If Complete Retest is detected, the workflow initiates the Assay Testing Process
Workflow for all assays and repeats steps 2 through 4 of the Sample Creation
Notification Workflow.
If Accept or Reject is detected, the workflow proceeds to step 3.
Quality Management
Chapter 6 - Page 12

Sample
Sample Disposition
Workflow
Partial
retest
Reinitiate
workflow
Complete
retest
Quality Management
Chapter 6 - Page 13

Sample
Sample Disposition
Workflow
Accepted
Inventory
is
manually
updated
Workflow
ends
Rejected
Inventory
is
manually
updated
Workflow
ends
Sample Dispostion Process Workflow (continued)

3. The workflow finds the Inventory Approver and sends notification to this
user that the inventory has been accepted or rejected. The Inventory
Approver can open the Quantities window (in the Inventory application) to
assign a Grade to the material tested.
When you update Grade or Status, it updates the Inventory tables in the
Inventory Quantity form. This makes an entry in the Inventory transaction
tables.
Quality Management
Chapter 6 - Page 14
Assays and Units of Measure

Assays
Assays and
and Units of Measure
Measure
A
A specification
specification consists
consists of
of aa number
number of
of assays.
assays.
The
The assays
assays are
are stored
stored in
in the
the table
table QC_ASSY_TYP.
QC_ASSY_TYP.
The
The QC_UOM_MST
QC_UOM_MST table
table contains
contains chemistry-related
chemistry-related
units
units of
of measure.
measure.
These
These UOMs
UOMs are
are used
used for
for lab
lab testing
testing procedures.
procedures.
Quality Management
Chapter 6 - Page 15
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to
to
explain
explain the
the Quality
Quality Workflows
Workflows and
and the
the related
related tables.
tables.
Quality Management
Chapter 6 - Page 16
Production Management and

Process Operation Control
Chapter 7
Production Management and Process Operation Control

Chapter 7 - Page 1
Production Management and Process Operation

Control
Production
Management and
and Process
Process
Operation
Operation Control
Control

Chapter 7 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Recognize
Recognize the
the results
results of
of creating
creating aa batch
batch
Observe
Observe changes
changes as
as the
the batch
batch progresses
progresses
Discover
Discover the
the results
results of
of tracking
tracking Process
Process
Operations
Control
(POC)
data
Operations Control (POC) data

Chapter 7 - Page 3
Production
Management
Includes
Includes material
material side
side of
of production
production
Uses
Uses Batches
Batches and
and Firm
Firm Planned
Planned Orders
Orders (FPOs)
(FPOs)

Chapter 7 - Page 4
Production Batch Cycle

Inventory
shortage
check*
Inventory
shortage
check*
Allocation
check
Auto-allocation*
Enter
Pending Release
Unrelease
Cancel
Allocation Options
User-initiated
Pick lots/location
Edit transactions
WIP
Certify
Allocation Options
Edit transactions
Certified
Close
Closed
Allocation Options
Edit transactions
*If enabled

Sources of Batches are Manual Entry, Generated from Firm Planned
Order, From Approval of MRP Recommendation, or Through Production
API Create Batch.
Taking a batch through its entire cycle is a complex set of tasks. It
involves not only setting up the batch correctly and taking it through
multiple stages but, in addition, generating many inventory transactions.
For example, an ingredient is automatic release and lot-controlled, and
auto-allocation is being used. When the batch is released one or more
completed inventory transactions can be generated. These completed
transactions can later be modified in quantity, or lot assigned, and thus
result in reversing transactions, and new completed transactions.
A complex and long-duration batch can generate hundreds of transactions.
There is also an event log kept with transactions capturing event_id
involved with the transactions.

Chapter 7 - Page 5
Production Module Tables

Production
Production Module
Module Tables
Tables
Firm Planned Orders

Batches
PM_BTCH_HDR
PM_MATL_DTL
PM_HIST_HDR
Production Module Tables

Whether a production order is an FPO or Batch, only three basic tables are
involved.
The _hdr and _dtl contain the situation and controls for products and
ingredients.
The _hist_hdr tracks the events that occur for the batch, such as release,
certify, and close. This allows analysis of the batch, as well as postmortem
review.

Chapter 7 - Page 6
Data in Production Management

Data in Production Management
PM_HIST_HDR
PM_BTCH_HDR
History of batch updates that

have financial implications
Foreign Keys (FKs) to
PM_MATL_DTL
PM_BTCH_HDR and
IC_WHSE_MST
IC_TRAN_PND
Batch and FPO Header

FKs to SY_ORGN_MST, IC_WHSE_MST,
FM_FORM_EFF, FM_FORM_MST,
FM_ROUT_HDR
Ingredient, Product, Byproduct Lines

FKs to PM_BTCH_HDR, SY_UOMS_MST,
IC_ITEM_MST
FK relationship to PM_MATL_DTL not
actually defined in database

Chapter 7 - Page 7
Batch Relationships
Batch Relationships
FM_ROUTE_HDR
#* Unique ID
FM_FORM_MST
#* Unique ID
FM_FORM_EFF
#* Unique ID
FM_MATL_DTL
#* Unique ID
PM_BTCH_HDR
#* Unique ID
PM_HIST_HDR
#* Unique ID
PM_MATL_DTL
#* Unique ID
Batch Relationships
A batch is created by choosing an effectivity with material details coming
from the formula, and resource details coming from the routing.
The actual lines on the formula are created as lines for the material for the
batch.
For financial purpioses another table, Batch history, is created to record
the date and time of events such as Release the batch, Certify the batch.

Chapter 7 - Page 8
Batch Type in Production

Batch
Batch Type
Type in
in Production
Production
Batches
Batches are
are distinguished
distinguished from
from FPOs
FPOs by
by the
the value
value in
in
PM_BTCH_HDR.batch_type
PM_BTCH_HDR.batch_type
10
10 == Firm
Firm Planned
Planned Order
Order
00 == Batch
Batch

Chapter 7 - Page 9
Batch Status
Batch
Batch Status
Status
Batch
Batch and
and FPO
FPO status
status is
is identified
identified by
by
PM_BTCH_HDR.batch_status
PM_BTCH_HDR.batch_status
-3
-3 == Converted
Converted FPO
FPO
-1
-1 == Canceled
Canceled
11 == Pending
Pending
22 == WIP
WIP
33 == Certified
Certified
44 == Closed
Closed

Chapter 7 - Page 10
Reversal of Completed Transactions and Audit Trail

Reversal of Completed Transactions and
Audit Trail
Completed
Completed transactions
transactions (representing
(representing events
events that
that
have
have actually
actually occurred)
occurred) are
are never
never updated
updated or
or
changed.
changed.
Instead,
Instead, when
when you
you edit
edit aa quantity,
quantity, for
for example,
example, aa
transaction
is
created
that
reverses
the
transaction is created that reverses the original
original
transaction,
transaction, and
and aa new
new transaction
transaction is
is created
created for
for
the
the new
new quantity.
quantity.
This
This provides
provides aa complete
complete audit
audit trail.
trail.

Chapter 7 - Page 11
Reversal of Completed Transactions and Audit Trail

Reversal of Completed Transactions and
Audit Trail
AA transaction
transaction is
is created
created for
for 100
100 pounds.
pounds. The
The row
row
in
in ic_tran_pnd
ic_tran_pnd would
would look
look like
like this:
this:
ITEM_ID
ITEM_ID
123
123
LOT_ID
TRANS_QTY
LOT_ID
TRANS_QTY TRANS_UM
TRANS_UM
456
100
LB
456
100
LB
IfIf the
the quantity
quantity is
is then
then changed
changed to
to 90
90 pounds,
pounds, two
two
additional
rows
would
be
created:
additional rows would be created:
ITEM_ID
ITEM_ID
123
123
123
123
123
123
LOT_ID
TRANS_QTY
LOT_ID
TRANS_QTY TRANS_UM
TRANS_UM
456
100
LB
456
100
LB
456
-100
LB
456
-100
LB
456
456
90
90
LB
LB

Chapter 7 - Page 12
Process Operations Control Concepts

Process Operations Control Concepts
Production Cycle
Pending
WIP
Certified
Routing Steps
Closed
Tracks:
Resource usage
WIP status
Step cycle time

Chapter 7 - Page 13
Process Operations Control

Process
Process Operations
Operations Control
Control
Includes
Includes non-material
non-material side
side of
of production
production
Uses
Uses Batch
Batch Steps
Steps (Operations),
(Operations), Batch
Batch Step
Step Details
Details
(Resources/Activities),
Resource
Transactions
(Resources/Activities), Resource Transactions

Chapter 7 - Page 14
Important Data in POC

Important Data in POC
PM_ROUT_DTL Batch Steps
PM_BTCH_HDR
FKs to PM_BTCH_HDR, FM_ROUT_DTL,

FM_OPRN_MST
Batch Header
FKs to SY_ORGN_MST,
IC_WHSE_MST,
FM_FORM_EFF,
FM_FORM_MST,
FM_ROUT_HDR
Batch Step Details
PM_OPRN_DTL FKs to PM_ROUT_DTL, FM_OPRN_DTL,

CR_RSRC_MST, FM_ACTV_MST,
SY_UOMS_MST, CM_ALYS_MST,
CM_CMPT_MST
PC_TRAN_PND Resource Transactions
FKs to SY_ORGN_MST, SY_UOMS_MST,

SY_REAS_CDS

Chapter 7 - Page 15
Process Operation Control Module Tables

Process
Process Operation
Operation Control
Control Module
Module Tables
Tables
POC Data
PM_ROUT_DEP
PM_ROUT_DTL
PC_TRAN_PND
PM_OPRN_WIP
PM_OPRN_DTL
PM_ROUT_MTL
Process Operation Control Module Tables

If POC data is being captured, then other tables track the consumption of
resources by operation. There is even a new _tran_pnd which is not for
inventory but resources, and eventually costing of a batch by material and
resources.

Chapter 7 - Page 16
Batch with POC Relationships

Batch
Batch with
with POC
POC Relationships
Relationships
FM_ROUT_HDR
#* Unique ID
FM_ROUTE_DTL
#* Unique ID
PM_FORM_EFF
#* Unique ID
PM_HIST_HDR
#* Unique ID
PC_TRAN_PND
#* Unique ID
FM_MATL_DTL
#* Unique ID
PM_BTCH_HDR
#* Unique ID
PM_ROUTE_DTL
#* Unique ID
PM_OPRN_DTL
#* Unique ID
FM_FORM_MST
#* Unique ID
PM_MATL_DTL
#* Unique ID
PM_ROUT_MTL
#* Unique ID
PM_ROUT_DEP
#* Unique ID
PM_OPRN_WIP
#* Unique ID
Batch with POC Relationships

If POC data capture is turned on, you can see the increase in complexity.
There is also a great increase in data input requirements. This is one reason
why the first APIs (application program interfaces) were done for Production
Management (PM) and POC. For clients with a high volume of data, capture of
data for ingredient consumption, product output and resource usage must be
automated. This means that the data capture programs must be interfaced to the
database through the APIs.

Chapter 7 - Page 17
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Recognize
Recognize the
the results
results of
of creating
creating aa batch
batch
Observe
Observe changes
changes as
as the
the batch
batch progresses
progresses
Discover
Discover the
the results
results of
of tracking
tracking POC
POC data
data

Chapter 7 - Page 18
Purchase Management
Chapter 8
Purchase Management
Chapter 8 - Page 1
Purchase Management
Purchase
Purchase Management
Management
Purchase Management
Chapter 8 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
the
following:
do the following:
Describe
Describe the
the Oracle
Oracle Process
Manufacturing
Purchasing
Purchasing flow
flow
Identify
Identify the
the OPM
OPM Purchasing
Purchasing and
and Receiving/Return
Receiving/Return
tables
tables
Explain
Explain the
the integration
integration between
between Oracle
Oracle Purchasing
Purchasing
and
OPM
Receiving
and OPM Receiving
Identify
Identify Oracle
Oracle Purchasing
Purchasing documents
documents and
and the
the
OPM
OPM equivalent
equivalent
Explain
Explain data
data synchronization
synchronization between
between Oracle
Oracle
Applications
and
OPM
Applications and OPM
Purchase Management
Chapter 8 - Page 3
Objectives
Objectives
Objectives
Identify
Identify OPM
OPM Purchasing
Purchasing setup
setup tables
tables
Recognize
Recognize key
key triggers
triggers on
on Purchasing
Purchasing and
and OPM
OPM
tables
tables
Analyze
Analyze why
why synchronization
synchronization does
does not
not occur
occur
Identify
Identify tax
tax tables
tables and
and tax
tax location
location
Purchase Management
Chapter 8 - Page 4
OPM Purchasing Flow

OPM
OPM Purchasing
Purchasing Flow
Flow
Purchasing Tables
Inventory Tables
PO_RECV_DTL
IC_TRAN_PND
PO_RECV_HDR
IC_LOCT_INV
PO_ORDR_DTL
IC_SUMM_INV
PO_ORDR_HDR
PO_ RTRN _DTL
PO_RTRN_HDR
OPM Purchasing Flow

While the PO is pending, it is is held in ic_tran_pnd.
Once a receipt or return is executed, it is updated in ic_summ_inv and
ic_loct_inv.
Purchase Management
Chapter 8 - Page 5
OPM Purchasing Tables

OPM Purchasing Tables
po_id
po
_id (PK)
PO Header
PO_ORDR_HDR
poline_id
poline
_id (PK)
Order Lines
PO_ORDR_DTL
Acquisition
Costs
PO_COST_DTL
GL
Distribution
PO_DIST_DTL
Inventory
Transactions
IC_TRAN_PND
doc_type = PORD
doc_id = po
po_id
_id
Purchase Management
Chapter 8 - Page 6
OPM Receiving/Return Tables

recv_id
recv
_id (PK)
Receipt
Detail
PO_RECV_DTL
Inventory
Transactions
IC_TRAN_PND
Receipt Header
PO_RECV_HDR
Return Header
PO_RTRN_HDR
return_id (PK)
Receive/Return
History
PO_RECV_HST
doc_type =
RECV or
RTRN
doc_id = recv_id
or return_id
Return
Detail
PO_RTRN_DTL

An option on return is to reopen the line, which will not reopen the Oracle PO.
But the line does remain open on the OPM side.
Purchase Management
Chapter 8 - Page 7
Purchasing Integration
Purchasing
Purchasing Integration
Integration
Oracle Purchasing
OPM Receiving
Enter
purchase orders
Receive
inventory items
Receive
non-inventory items
Update receipt
information in
Oracle Purchasing
Purchase Management
Chapter 8 - Page 8
Purchasing Documents
Oracle Purchasing
OPM
Standard Purchase Orders

Scheduled Releases
Purchase Orders
Blanket Releases
Purchase Management
Chapter 8 - Page 9
Oracle Purchasing
Planned Purchase Orders
OPM
Blanket Purchase Orders
Purchase Management
Chapter 8 - Page 10
Oracle
Oracle documents
documents with
with no
no OPM
OPM equivalent
equivalent
Contract
Contract Purchase
Purchase Order
Order
Blanket
Blanket Purchase
Purchase Order
Order
Requisition
Requisition
RFQ
RFQ and
and Quotation
Quotation
Purchase Management
Chapter 8 - Page 11
Data Synchronization
Data
Synchronization
Data entered in
APPS
OPM
Organizations
Suppliers
FOB Codes
Payment Terms
Accounts
Account Mapping
Purchase Management
Chapter 8 - Page 12
Data Synchronization through Triggers

Data
Synchronization through
through Triggers
Triggers
Data entered in
APPS
OPM
Units of Measure
Items
Warehouses (Locations)
Freight Terms
Carriers
Currencies
Exchange Rates
Purchase Management
Chapter 8 - Page 13
Integration Highlights
Integration
Integration Highlights
Highlights
Maintain
Maintain integration
integration to
to other
other OPM
OPM Modules
Modules
Material
Material Requirements
Requirements Planning
Planning (can
(can also
also create
create
Requisitions
from
MRP)
Requisitions from MRP)
Costing/Manufacturing
Costing/Manufacturing Acting
Acting Controller
Controller (MAC)
(MAC)
Inventory
Inventory
Purchase Management
Chapter 8 - Page 14
OPM Purchasing Setup Tables

OPM
OPM Purchasing
Purchasing Setup
Setup Tables
Tables
PO_COST_MST:
PO_COST_MST: Acquisition
Acquisition Costs
Costs
PO_VEND_CLS
PO_VEND_CLS
PO_VGLD_CLS
PO_VGLD_CLS
PO_VTRD_CLS
PO_VTRD_CLS
PO_VEND_MST
PO_VEND_MST and
and PO_VEND_ASC:
PO_VEND_ASC: Vendor
Vendor tables
tables
populated
populated automatically
automatically from
from Accounts
Accounts Payable
Payable
Purchase Management
Chapter 8 - Page 15
PO Synchronization
PO Synchronization
Approved
Approved Standard
Standard POs,
POs, Releases,
Releases, and
and Planned
Planned
POs
POs are
are copied
copied over
over to
to OPM
OPM PO
PO tables
tables
OPM
OPM Common
Common Purchasing
Purchasing Synchronization:
Synchronization:
Request
log
shows
Request log shows errors
errors
OPM
OPM Common
Common Purchasing
Purchasing PO
PO Resubmission
Resubmission
Report:
Report: Used
Used to
to resubmit
resubmit approved
approved POs
POs back
back to
to
OPM
OPM ifif an
an issue
issue occurred
occurred
Purchase Management
Chapter 8 - Page 16
Common Purchasing Tables

OPM PO Header
PO_ORDR_HDR
Purchasing
Interface
CPG_PURCHASING_
INTERFACE
OPM PO Lines
PO_ORDR_DTL
Mapping between
OPM and Oracle Apps
CPG_ORAGEMS_
MAPPING
PO Acquisition Cost
PO_COST_DTL
Acquisition Costs
Entered in Oracle
CPG_COST_DTL
Oracle PO Headers
PO_HEADERS_ALL
Oracle PO Lines
PO_LINES_ALL
or
PO_RELEASES_ALL
Oracle PO LinesShipments
PO_LINE_
LOCATIONS_ALL
Purchase Management
Chapter 8 - Page 17

OPM Blanket
Order (BPO) Header
PO_BPOS_HDR
OPM BPO Lines

PO_BPOS_DTL
OPM BPO
Release Schedule
PO_RELS_SCH
Interface for Planned POs

(stored in OPM BPO Tables)
Purchasing
Interface
CPG_PURCHASING_
INTERFACE
Mapping between
OPM and Oracle Apps
CPG_ORAGEMS_
MAPPING
Oracle PO Headers
PO_HEADERS_ALL
Oracle PO Lines
PO_LINES_ALL
or
PO_RELEASES_ALL
Oracle PO LinesShipments
PO_LINE_
LOCATIONS_ALL
Purchase Management
Chapter 8 - Page 18

Common
Common Purchasing
Purchasing Tables
Tables
CPG_ORAGEMS_MAPPING:
CPG_ORAGEMS_MAPPING: Maintains
Maintains links
links between
between
Oracle
Oracle PO
PO and
and POs
POs created
created in
in OPM
OPM
CPG_PURCHASING_INTERFACE:
CPG_PURCHASING_INTERFACE: Contains
Contains PO
PO data
data
to
be
sent
over
to
OPM
to be sent over to OPM
CPG_COST_DTL:
CPG_COST_DTL: Acquisitions
Acquisitions Costs
Costs entered
entered
against
against Oracle
Oracle PO
PO
Purchase Management
Chapter 8 - Page 19
Common Purchasing Triggers

Common
Common Purchasing
Purchasing Triggers
Triggers
Key
Key triggers
triggers on
on Oracle
Oracle Purchasing
Purchasing tables
tables
Triggers
Triggers on
on OPM
OPM Purchasing
Purchasing tables
tables
Triggers
Triggers perform
perform several
several functions:
functions:
Insert
Insert rows
rows into
into interface
interface tables
tables
Invoke
Invoke concurrent
concurrent manager
manager request
request to
to
synchronize
synchronize data
data
Perform
Perform validation
validation of
of data
data
Purchase Management
Chapter 8 - Page 20
Key Triggers on Oracle PO Tables

Table:
Table: PO_LINE_LOCATIONS_ARCHIVE_ALL
PO_LINE_LOCATIONS_ARCHIVE_ALL
gml_po_line_locs_arch_all_t1:
gml_po_line_locs_arch_all_t1:
Inserts
Inserts data
data into
into the
the Purchasing
Purchasing Interface
Interface
Table
(cpg_purchasing_interface)
Table (cpg_purchasing_interface) when
when
PO
PO is
is Approved
Approved
Table:
Table: PO_HEADERS_ARCHIVE_ALL
PO_HEADERS_ARCHIVE_ALL
gml_po_headers_archive_all_t1:
gml_po_headers_archive_all_t1:
Invokes
Invokes concurrent
concurrent manager
manager request
request to
to
synchronize
synchronize data
data between
between OPM
OPM and
and APPS
APPS

PO_LINES_LOCATIONS_ALL is copied into
PO_LINES_LOCATIONS_ARCHIVE_ALL all when the approval takes
place.
Purchase Management
Chapter 8 - Page 21
Triggers on OPM Tables

Triggers on OPM Tables
Table:
Table: PO_RECV_DTL
PO_RECV_DTL
gml_po_recv_dtl_t3:
gml_po_recv_dtl_t3:
Inserts
Inserts receiving
receiving information
information into
into
rcv_header_interface
rcv_header_interface and
and
rcv_transactions_interface
rcv_transactions_interface tables
tables
Purchase Management
Chapter 8 - Page 22
Validation Triggers
Validation
Validation Triggers
Triggers
Table:
Table: RCV_TRANSACTIONS_INTERFACE
RCV_TRANSACTIONS_INTERFACE
gml_rcv_transactions_interf_t1:
gml_rcv_transactions_interf_t1:
Prevents
Prevents user
user from
from receiving
receiving OPM
OPM items,
items, in
in
Oracle
Oracle Receiving
Receiving
Purchase Management
Chapter 8 - Page 23
Why Cant I See My PO in OPM?

Why
Why Cant
Cant I See
See My PO
PO in OPM?
Are
Are the
the items
items on
on the
the PO
PO flagged
flagged as
as Inventory
Inventory in
in
the
the Oracle
Oracle Apps
Apps Item
Item Master?
Master?
Does
Does the
the PO
PO have
have an
an Approved
Approved status?
status?
Are
Are there
there rows
rows in
in the
the
CPG_PURCHASING_INTERFACE
CPG_PURCHASING_INTERFACE table?
table? IfIf so,
so, look
look at
at
the
the column
column INVALID_IND.
INVALID_IND.
N
N means
means PO
PO was
was not
not processed
processed
Y
Y means
means PO
PO failed
failed validation
validation
P
P means
means PO
PO should
should be
be in
in OPM
OPM
Purchase Management
Chapter 8 - Page 24
Why Cant I See My PO in OPM?

Why
Why Cant
Cant I See
See My PO
PO in OPM?
Is
Is the
the concurrent
concurrent manager
manager running?
running? Did
Did OPM
OPM
Common
Common Purchasing
Purchasing Synchronization
Synchronization complete
complete (with
(with
either
Normal
or
Error
status)?
Check
the
log
file.
either Normal or Error status)? Check the log file.
GL
GL Calendar
Calendar must
must be
be opened
opened for
for the
the period
period
Inventory
Inventory Calendar
Calendar must
must be
be in
in Oracle
Oracle Inventory
Inventory
Control
Control Purchasing
Purchasing periods
periods must
must be
be in
in Oracle
Oracle
Purchasing
Purchasing
Purchase Management
Chapter 8 - Page 25
Why Cant I See My Receipt Information in Oracle PO?

Why
Why Cant
Cant II See
See My
My Receipt
Receipt Information
Information
in
in Oracle
Oracle PO?
PO?
Was
Was the
the Receiving
Receiving Transaction
Transaction Processor
Processor in
in
Oracle
Oracle Purchasing
Purchasing submitted
submitted after
after Receipt?
Receipt?
IfIf the
the Receiving
Processor in
in Oracle
Oracle
Purchasing
is
run
and
you
still
do
not
see
Purchasing is run and you still do not see the
the
Receipt,
Receipt, check
check the
the PO_INTERFACE_ERRORS
PO_INTERFACE_ERRORS table.
table.
Note:
Note: The
The Receiving
Processor in
in Oracle
Oracle
Purchasing
Purchasing must
must be
be run
run manually.
manually.
Purchase Management
Chapter 8 - Page 26
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Describe
Describe the
the Oracle
Oracle Process
Manufacturing
Purchasing
flow
Purchasing flow
Identify
Identify the
the OPM
OPM Purchasing
Purchasing and
and Receiving/Return
Receiving/Return
tables
tables
Explain
Explain the
the integration
integration between
between Oracle
Oracle Purchasing
Purchasing
and
and OPM
OPM receiving
receiving
Identify
Identify Oracle
Oracle Purchasing
Purchasing documents
documents and
and the
the
OPM
equivalents
OPM equivalents
Explain
Explain data
data synchronization
synchronization between
between Oracle
Oracle
Applications
Applications and
and OPM
OPM
Purchase Management
Chapter 8 - Page 27
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Identify
Identify the
the OPM
OPM Purchasing
Purchasing setup
setup tables
tables
Recognize
Recognize key
key triggers
triggers on
on Purchasing
Purchasing and
and OPM
OPM
tables
tables
Analyze
Analyze why
why synchronization
synchronization does
does not
not occur
occur
Identify
Identify tax
tax tables
tables and
and tax
tax location
location
Purchase Management
Chapter 8 - Page 28
Order Fulfillment
Chapter 9
Order Fulfillment
Chapter 9 - Page 1
Order Fulfillment
Order
Order Fulfillment
Fulfillment
Order Fulfillment
Chapter 9 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Identify
Identify the
the tables
tables used
used in
in Order
Order Fulfillment
Fulfillment
Recognize
Recognize tables
tables for
for processing
processing transactions
transactions and
and
reports
reports
Define
Define the
the sales
sales order
order processing
processing and
and sales
sales order
order
transaction
transaction flows
flows
Describe
Describe the
the flow
flow from
from sales
sales order
order processing
processing to
to
Oracle
Receivables
Oracle Receivables
Review
Review of
of important
important tables
tables in
in the
the Logistics
Logistics Data
Data
Model
Model
Order Fulfillment
Chapter 9 - Page 3
Order Fulfillment Setup Tables

Order
Order Fulfillment
Fulfillment Setup Tables
Tables
OP_ALOT_PRM
OP_ALOT_PRM
OP_CGLD_CLS
OP_CGLD_CLS
OP_COMMISSION
OP_COMMISSION
OP_COMM_CDS
OP_COMM_CDS
OP_CTRD_CLS
OP_CTRD_CLS
OP_CUST_CLS
OP_CUST_CLS
OP_FOBC_MST
OP_FOBC_MST
OP_FRGT_MTH
OP_FRGT_MTH
OP_GNRC_ITM
OP_GNRC_ITM
OP_HOLD_CDS
OP_HOLD_CDS
OP_LKBX_MST
OP_LKBX_MST
OP_PKGD_ITM
OP_PKGD_ITM
OP_PORT_MST
OP_PORT_MST
OP_SHIP_MST
OP_SHIP_MST
OP_SHIP_MTH
OP_SHIP_MTH
OP_SLSR_CLS
OP_SLSR_CLS
OP_SLSR_MST
OP_SLSR_MST
OP_TERM_MST
OP_TERM_MST
OP_TXCU_ASC
OP_TXCU_ASC
Order Fulfillment Setup Table

The OP_LKBX_MST is for a stand-alone install only
Order Fulfillment
Chapter 9 - Page 4
Commission Code Structure

Commission
Commission Code
Code Structure
Structure
OP_COMMISSION
(new header
table)
Sales Rep Master

OP_SLSR_MST
Commission Code
Detail
OP_COMM_CDS
Order Fulfillment
Chapter 9 - Page 5
MLS Setup Tables

MLS Setup Tables
Order
Order Status
Status
OP_ORDR_STATUS
OP_ORDR_STATUS
OP_ORDR_STS_B
OP_ORDR_STS_B
OP_ORDR_STS_TL
OP_ORDR_STS_TL
Order
Order Type
Type
OP_ORDR_TYPE
OP_ORDR_TYPE
OP_ORDR_TYP_B
OP_ORDR_TYP_B
OP_ORDR_TYP_TL
OP_ORDR_TYP_TL
Presales
Presales Order
Order Type
Type
OP_PRSL_HDR
OP_PRSL_HDR
OP_PRSL_TYP_B
OP_PRSL_TYP_B
OP_PRSL_TYP_TL
OP_PRSL_TYP_TL
Order Fulfillment
Chapter 9 - Page 6
Pricing Tables
Pricing
Pricing Tables
Tables
Pricelist_id
Pricelist
_id (PK)
Price List Header

OP_PRCE_MST
Price_id (PK)
Price List Items
OP_PRCE_ITM
Priceff_id
Priceff
_id (PK)
Price Breaks
OP_PRCE_BRK
Price Effectivity
OP_PRCE_EFF
Contract Tables mirror this relationship.
Order Fulfillment
Chapter 9 - Page 7
Tables for Processing and Reports

Tables
Tables for
for Processing
Processing and
and Reports
Reports
OP_TRAN_TMP:
OP_TRAN_TMP: Used
Used during
during automatic
automatic inventory
inventory
allocation
allocation in
in Shipping.
Shipping. Holds
Holds information
information on
on lots
lots
that
may
be
allocated.
that may be allocated.
OP_UPDT_BAL_WK:
OP_UPDT_BAL_WK: Table
Table used
used by
by Update
Update
Customer
Balance
report.
Customer Balance report.
These
These tables
tables may
may or
or may
may not
not contain
contain data
data at
at any
any
point
point in
in time.
time.
Order Fulfillment
Chapter 9 - Page 8
Sales Order Processing Flow

Sales
Sales Order
Order Processing
Processing Flow
Flow
Allocate Material Allocate Material
Receive
Customer
Order
Create
Sales
Order
Allocate
Product
Create
Release
Shipment
Invoice
Customer
Manual Entry Copy

User Order Profile (EDI)
Sales Order Processing Flow

If material is lot-controlled, it must be allocated to a lot or lots before the
shipment can be released.
Order Fulfillment
Chapter 9 - Page 9
Customer Master and Related Tables

Customer
Association
custship_id (PK)
OP_CUST_ASC
Customer
Carriers
OP_CUST_SHP
Customer
Master
OP_CUST_MST
cust_id (PK)
Customer Items
OP_CUST_ITM
Customer
Contacts
OP_CUST_CON
addr_id (PK)
Addresses
SY_ADDR_MST
custitem_id (PK)
contact_id (PK)

Addresses, Contacts, and Customers are created in AR.
Contacts and Customers have additional fields that can be added and
modified from the OPM side.
Order Fulfillment
Chapter 9 - Page 10
Sales Order Transaction Flow

Sales
Sales Order
Order Transaction
Transaction Flow
Flow
Sales Order Tables
Inventory Tables
OP_BILL_LAD
IC_TRAN_PND
OP_ORDR_DTL
IC_LOCT_INV
IC_SUMM_INV
OP_ORDR_HDR
Order Fulfillment
Chapter 9 - Page 11
Order/Shipment Transaction Tables

Order/Shipment Transaction Tables
order_id (PK)
Order Header
OP_ORDR_HDR
Shipment
Header
OP_BILL_LAD
bol_id (PK)
Order Header
and Line
Charges
OP_ORDR_CHG
Taxes for Order

and Shipping
Lines
OP_INVC_CHG
line_id (PK)
Order and
Shipment Detail
OP_ORDR_DTL
Audit Table of
Order Line
Changes
OP_AUDT_DTL
Inventory
Transactions
IC_TRAN_PND
doc_type = OPSO
doc_id = order_id or
bol_id
Order Fulfillment
Chapter 9 - Page 12
Order Profile (+BSO) Tables

Order Profile (+BSO) Tables
Profile Header
and Line
Charges
OP_PRSL_CHG
presales_ord
presales_
ord_id
_id (PK)
Profile Header
OP_PRSL_HDR
presales_ordline
presales_
ordline_id
_id (PK)
Profile
Order Lines
OP_PRSL_DTL
In 11i
11i , these tables
also store Blanket
Sales Orders(BSO)
Release
Schedule
(for BSOs)
OP_RELS_SCH
Order Fulfillment
Chapter 9 - Page 13
GEMMS Sales Order Processing to Oracle Receivables

GEMMS
GEMMS Sales
Sales Order
Order Processing
Processing to
to
Oracle
Oracle Receivables
Receivables
Global Enterprise Manufacturing Management System (GEMMS) Tables
GEMMS Immediate Interface
RA_CUSTOMER_
TRX_LINES
OP_BILL_LAD
RA_INTERFACE_
ERRORS
OP_ORDR_DTL
OP_ORDR_HDR
RA_CUSTOMER_
TRX
RA_INTERFACE_
LINES
AR Update
Oracle Tables
AutoInvoice
GEMMS Periodic Interface

Order Fulfillment
Chapter 9 - Page 14
Tax Tables
Tax
Tax Tables
Tables
Codes/Classes
Codes/Classes
TX_CALC_MST
TX_CALC_MST
TX_TAXA_STS
TX_TAXA_STS
TX_TXRE_CDS
TX_TXRE_CDS
Tax
Tax Rates
Rates
TX_TAXA_MST
TX_TAXA_MST
TX_TAXA_DTL
TX_TAXA_DTL
TX_TXRP_CLS
TX_TXRP_CLS
Tax
Tax Locations
Locations
TX_TLOC_CDS
TX_TLOC_CDS
TX_TLOC_ASC
TX_TLOC_ASC
TX_TOFR_ASC
TX_TOFR_ASC
Order Fulfillment
Chapter 9 - Page 15
Tax Locations
Tax
Tax Locations
Locations
Tax Locations
TX_TLOC_CDS
Associated
Tax Locations
TX_TOFR_ASC
Tax Authorities
TX_TAXA_MST
Tax Authorities
for Associated
Tax Locations
TX_TLOC_ASC
Order Fulfillment
Chapter 9 - Page 16
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
Identify
Identify the
the tables
tables used
used in
in Order
Order Fulfillment
Fulfillment
Recognize
Recognize tables
tables for
for processing
processing transactions
transactions and
and
reports
reports
Define
Define the
the sales
sales order
order processing
processing and
and sales
sales order
order
transaction
transaction flows
flows
Describe
Describe the
the flow
flow from
from sales
sales order
order processing
processing to
to
Oracle
Receivables
Oracle Receivables
Review
Review important
important tables
tables in
in the
the Logistics
Logistics Data
Data
Model
Model
Order Fulfillment
Chapter 9 - Page 17
Order Fulfillment
Chapter 9 - Page 18
Chapter 10
Chapter 10 - Page 1
Regulatory
Management
Chapter 10 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this module,
module, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Recognize
Recognize the
the Regulatory
Management concepts
concepts
and
identify
the
Setup
tables
and identify the Setup tables
Understand
Understand Material
Material Safety
Safety Data
Data Sheets
Sheets
Identify
Identify Document
Document and
and Item
Item tables
tables
Chapter 10 - Page 3
Regulatory Setup Tables

Regulatory
Regulatory Setup
Setup Tables
Tables
Regulatory
Management consists
consists mostly
mostly of
of setup,
setup,
or
or reference
reference tables.
tables.
These
These reference
reference tables
tables contains
contains information
information about
about
an
item,
such
as:
an item, such as:
Phrases
Phrases
Toxicity
Toxicity
Classes
Classes
Hazard
Hazard groups
groups
Regulatory Setup Tables

Refer to the Technical Reference Manuals for the full list of table names.
Chapter 10 - Page 4
Material Safety Data Sheet (MSDS)

Material
Material Safety
Safety Data
Data Sheet
Sheet (MSDS)
(MSDS)
Material
Material Safety
Safety Data
Data Sheets
Sheets are
are documents
documents that
that
provide
provide information
information about
about hazardous
hazardous materials.
materials.
An
An MSDS
MSDS is
is aa compilation
compilation of
of information
information culled
culled
from
data
stored
in
tables.
from data stored in tables.
An
An MSDS
MSDS is
is built
built based
based on
on an
an item,
item, and
and its
its
ingredients.
ingredients.
Chapter 10 - Page 5
Regulatory Document Tables

Regulatory
Regulatory Document
Document Tables
Tables
Document
Document tables
tables are
are used
used to
to create
create the
the MSDS
MSDS
template.
template.
Each
Each table
table contains
contains aa different
different piece
piece of
of the
the
template
information.
template information.
Chapter 10 - Page 6
Regulatory Document Tables

Regulatory
Regulatory Document
Document Tables
Tables
GR_DOCUMENT_CODES
GR_DOCUMENT_CODES
GR_DOCUMENT_DETAILS
GR_DOCUMENT_DETAILS
GR_DOCUMENT_HEADINGS
GR_DOCUMENT_HEADINGS
GR_DOCUMENT_PRINT
GR_DOCUMENT_PRINT
GR_DOCUMENT_STRUCTURES
GR_DOCUMENT_STRUCTURES
GR_DOCUMENT_CODES: Contains the date format and determines

whether detailed ingredient, toxic, and exposure information displays or
prints on the document. Also allows customization of the appearance of
the detailed elements.
GR_DOCUMENT_DETAILS: Contains each phrase as it will display or
print on the document.
GR_DOCUMENT_HEADINGS: Contains the headings and subheadings
linked to a document.
GR_DOCUMENT_PRINT: Contains print information for the document by
Item Code, Document Code, and Date.
GR_DOCUMENT_STRUCTURES: Contains detailed breakdown about how
the document will display or print. A row of date format and detailed
ingredient, toxic, and exposure information information must be defined in
the Document Code entity before structure details are built.
Chapter 10 - Page 7
Regulatory Item Tables

Regulatory
Regulatory Item
Item Tables
Tables
Item
Item tables
tables contain
contain specific
specific information
information about
about an
an
item.
item.
This
This information
information is
is pulled
pulled into
into aa document
document
structure
template
to
create
structure template to create the
the MSDS
MSDS document.
document.
Chapter 10 - Page 8
Regulatory Item Tables

Regulatory
Regulatory Item
Item Tables
Tables
GR_ITEM_GENERAL
GR_ITEM_GENERAL
GR_ITEM_DOC_STATUSES
GR_ITEM_DOC_STATUSES
GR_ITEM_DISCLOSURES
GR_ITEM_DISCLOSURES
GR_ITEM_CONCENTRATIONS
GR_ITEM_CONCENTRATIONS
GR_ITEM_PROPERTIES
GR_ITEM_PROPERTIES
GR_ITEM_RISK_PHRASES
GR_ITEM_RISK_PHRASES
GR_ITEM_SAFETY_PHRASES
GR_ITEM_SAFETY_PHRASES
GR_ITEM_TOXIC
GR_ITEM_TOXIC
GR_ITEM_GENERAL: Stores regulatory information that further

identifies the item. It also stores flags that govern what data displays on
the MSDS.
GR_ITEM_DOC_STATUSES: Contains the last change date and Item
Document Status.
GR_ITEM_DISCLOSURES: Contains Disclosure information for the
item.
GR_ITEM_CONCENTRATIONS: A temporary table used during the
document build process.
GR_ITEM_PROPERTIES: Contains the characteristics of the item such
as physical properties, transport, and country-specific information.
GR_ITEM_RISK_PHRASES: Contains the Standard European Risk
Phrase for the item. Multiple rows of Risk Phrase information can exist for
each item.
GR_ITEM_SAFETY_PHRASES: Contains the European Safety Phrase for
the item. Multiple rows of Safety Phrase information can exist for each
item.
GR_ITEM_TOXIC: This entity holds the toxicity information recorded for
an item. There can be multiple rows of toxic information for each item.
Chapter 10 - Page 9
Regulatory Label Tables

Regulatory
Regulatory Label
Label Tables
Tables
Label
Label tables
tables are
are placeholders
placeholders for
for information
information that
that
will
will be
be in
in the
the MSDS.
MSDS.
Information
Information is
is pulled
pulled from
from the
the items
items tables
tables to
to the
the
document
structure
template,
and
is
placed
document structure template, and is placed in
in the
the
appropriate
appropriate section
section based
based on
on where
where the
the label
label tells
tells
itit to
to go.
go.
Chapter 10 - Page 10
Regulatory Label Tables

Regulatory
Regulatory Label
Label Tables
Tables
GR_LABELS
GR_LABELS
GR_LABEL_CLASSES
GR_LABEL_CLASSES
GR_LABEL_CLASS_RESPS
GR_LABEL_CLASS_RESPS
GR_LABEL_PROD_CLASSES
GR_LABEL_PROD_CLASSES
GR_LABEL_PROPERTIES
GR_LABEL_PROPERTIES
GR_LABELS: Contains many field name classes, each containing many

rows that define the format and text for each line on the document. For
example, a field name of Boiling will determine how and where the
physical characteristics of boiling point display on the document.
GR_LABEL_CLASSES: The field name class groups the field name codes
together into like areas such as Header, Physical, and Transport. Although
we will distribute the application with a number of predefined field name
classes, users can add to them.
GR_LABEL_CLASS_RESPS: Contains the Responsibility Code that can
be assigned to the field name. Primarily used for security purposes in the
application. For example, someone responsible for transportation
information will only have field names that are linked to that
responsibility and can navigate only to the Transportation form.
GR_LABEL_PROD_CLASSES: Contains the product classes that will not
print the field name code and associated information.
GR_LABEL_PROPERTIES: Contains the display properties for the field
name for each item code. For example, the field name Color has a display
property of text or phrase entry, and boiling point has display properties of
text, low range, high range, and temperature scale.
Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to:
to:
Recognize
Recognize the
the Regulatory
Management concepts
concepts
and
identify
the
Setup
tables
and identify the Setup tables
Understand
Understand Material
Material Safety
Safety Data
Data Sheets
Sheets
Identify
Identify Document
Document and
and Item
Item tables
tables

OPM Data Modeling

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Oracle Process

Manufacturing Data Modeling

Copyright Oracle Corporation, 2000. All rights reserved.

This book was published using:

Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Exchange Rate Field Mapping.............................................................................................3-28

Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Batch Relationships .............................................................................................................7-8

Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Regulatory Label Tables......................................................................................................10-10

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Oracle Process Manufacturing Foundation, Release 11

How This Course Is Organized

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System release bulletins

Installation and users guides

OPM Technical Reference Manuals

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Click the Executable button.

Code output: debug.set (I, 300);

Customer address (but Oracle Payables)

Do not save changes to the database.

Use the SELECT command to view

This subject is covered in Unit II, Lesson 3,

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Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Press and release keys one at a time:

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Typographic Conventions in Navigation Paths

(M) From the menu, select Query > Find.

(B) Click the Approve button.

Oracle Process Manufacturing Data Modeling Release 11i Table of Contents

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

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Oracle Process Manufacturing Data Modeling

Oracle Process Manufacturing Data Modeling

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Oracle Process Manufacturing Data Modeling

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