Transcript ch5-EDU40A7Y-hychen.ppt

R12 Lot and Serial Control
批次及序次控制
Copyright © 2007, Oracle. All rights reserved.
Objective
After completing this module you should be able to do the
following:
•
•
•
•
•
•
•
•
•
Understand lots
Explain parent and child lots
Explain shelf life and lot actions
Explain grade control
Understand serial control
Explain lot and serial genealogy(宗譜)
Understand how to use the lot and serial reports
Understand how to implement the lot and serial profile
options
Recognize implementation considerations
Copyright © 2007, Oracle. All rights reserved.
Application of Lot Control (批次控管)
OPM Automatic Lot Allocations
Configurable Rules Ensure the Right Inventory
OPM (Oracle Process Manufacturing) selects lots based on FIFO or
FEFO methods
Production batch
FIFO
Creation
Date
2/5/2007
Lot A
Expiration
Date
2/1/2007 1/1/2007
Lot B
3/5/2007 2/10/2007
Lot C
2/15/2007
FEFO
Additionally, for customer shipments:
• Preferred Grade
• Match on Quality Specification
• Remaining Shelf Life
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Shipment
Lot Expiration Management
Validate and Manage Date-Sensitive Goods
(管理具時效性的商品)
• Automatically notify when lots are approaching
expiration or require retesting
• Disallow shipment of expired inventory
• Control expiration tolerances by customer
• Manage retesting (覆檢管理)
Lot Creation
Day 0
Lot Retest
Day 7
WF
Shippable to Customer A
Shippable to Customers B, C
Shippable to Other Customers
WF = Workflow Notification
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Lot Expiration WF
Day 14
X
Unshippable
Lot Control Overview
•
•
A lot can represent a quantity of an item that shares the same
specifications, one or more receipts from the same vendor, or whatever
you choose. (將料件依照某些特性分成批次)
You can divide each lot into child lots that can reflect whatever
characteristics you choose for items within the lot (一個批次可再細為子批)
Lot controlled item
Item AS3339
Lot# C1498
Item without lot control
Item AS1129
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Child Lots
• A child lot is a subdivision of a lot that you can use if you produce a lot over a
period of time, but still want to group the material as a single lot.
• The system also maintains a genealogy relationship between the parent lot
and the child lot. (系統會維護父批及子批間的宗譜(genealogy)關係)
Parent lot
Child lot
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批次控管的設定
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Setting up Lot Control
(批次控管設定)
• 批量控制的設定分為二個層次，一個為組織層級
(Organization Level)，另一個為料件層級(Item Level)。
• 存貨組織層級的批量控制設定:
• 職責: Inventory
• 路徑: (N)Setup > Organizations > Parameters >(T)Revision, Lot,
Serial and LPN
• 視窗: Organization Parameters
• 料件層級的批量控制設定:
• 職責: Inventory
• 路徑: (N)Item > Master Items > (T)Inventory
• 視窗: Organization Parameters
Copyright © 2007, Oracle. All rights reserved.
Set up Lot Control at Organization Level
(存貨組織下的批號產生規則)
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Set up Lot Control at Item Level (1)
(料件的批號產生規則)
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Set up Lot Control at Item Level (2)
(料件的子批號產生規則)
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Setting up Lot Control
(Organization Parameters)
Organization parameters
• Lot Number uniqueness (批號的唯一性管理)
• Lot generation (Coding Rule) (批號產生方式)
• Child lot generation control (子批號產生設定)
– Format validation
– Copy lot attributes
• Auto create lot UOM conversion (自動建立批次的單位轉
換)
• Allow different lot status (允許不同的批次狀態)
Copyright © 2007, Oracle. All rights reserved.
Lot Number Uniqueness (1)
(批號唯一性 )
•
If you do not establish lot number uniqueness, you can assign the
same lot number to multiple items in the same organization and
across organizations. (如果不設定批號的唯一性，則在同一個存貨組織
及不同組織下，同個批次號碼可以對應到多個料件)
• Uniqueness 選項值:
•
•
Across Items: 在存貨組織內或組織間，一個批號只能指派給一個料件。
(批號不能重覆使用)
None: 一個批號可重覆指派給相同組織下的多個料件，或者不同組織
下的多個料件。
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Lot Number Uniqueness (2)
允許一對多
Not Set to Across Items
Within
Organization
Item AS100
Lot LN100
Item AS101
Lot LN100
Across
Organizations
Set to Across Items
Within
Organization
Item AS100
Lot LN100
Item AS100
Lot LN200
Item AS101
Lot LN100
Item AS101
Lot LN300
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限制一對一
Across
Organizations
Item AS100
Lot LN400
Item AS101
Lot LN600
Lot generation (Coding Rule)
批號產生編碼方式
批號產生的規則由
Organization Parameter 表
單中的3個欄位決定: Prefix，
Zero Pad Suffix，及 Total
Length。
Copyright © 2007, Oracle. All rights reserved.
Child lot generation control (1)
子批號產生方式
Child Generation:來設定子批
量控管的編碼方式
•Parent:系統使用父批號的數列
(Sequence)來產子批量的編號。例如，
父批量的編號為P1，則第一個子批量
為P2。
•Parent + Child: Parent+Child: 父批
量的編號用做為前置字串，系統會用
另一個數列來產生新的數字，並加在
前項前置字串的後面，形成一個子批
量的編號。例如，父批量的編號為P1，
則第一個子批量可能為 P1-1。
Copyright © 2007, Oracle. All rights reserved.
Child lot generation control (1)
子批號產生方式
Format Validation: 使用此選項
來確保手動輸入的批號符合預先定
義的命名慣例。批號的命名格式由
Prefix, Zero Pad Suffix, 及 Total
Length等3個欄位決定。
Copy Lot Attributes: 勾選此選
項確保子批量會繼承父批量的所有
屬性。若不勾選，則新的子批量不
會繼承。對於一個批量，批量屬性
是用來提供說明的額外欄位，例如
該批量的原產地(Country of
Origin)或者是有效日期(Best By
Date)。
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Lot Attributes (1)
(批次屬性)
Lot attributes are fields in addition to the lot number that provide
additional information about a lot.
1. Date Attributes:
• Expires on date, Expiration Action Date, Origination Date, Retest
date, Maturity date, Hold Date
2. Character Attributes:
•Grade Code,
3. Lot Attributes DFF
Resp: Inventory
Path: (N) On hand, Availability > Lots
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Lot Attributes (2)
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The definition of the Lot Attribute DFF
Res: System Adminisrator
Path: (N) Application > Flexfield > Descriptive > Segments
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Setting up Lot Control
(Item Attributes) 設定料件批號控制參數
•
Lot control (Full Control)
•
– Starting prefix and number
– Maturity and hold days
•
Lot Expiration (Shelf Life)
批量的有效期限管控
– Shelf life days
– Retest interval (重新測試間
隔)
– Expiration action interval
and action (到期作業)
Child lot enabled (子批次的
管控)
– Format validation
– Copy lot attributes
•
Grade control (批次等級)
– Grade
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Set up Lot Control at Item Level (1)
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Set up Lot Control at Item Level (2)
(子批次設定)
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Lot Control- Coding Rules
(Item Attributes)
•
Lot control (Full Control)
– Starting prefix
– Starting umber
– Maturity Days:設定批量的熟成天數。若不輸入此欄位值，系統預
計在建立批量時，此批量便是在熟成的狀態。若有輸入天數，則
預設的批量熟成日期 = 批量建立日期 + 熟成天數
– Hold days:設定批量在釋出使用前所保留的天數。如果不輸入此
欄位值，系統假設此批量在建立時便立即可用。若有輸入天數，
則該批量的釋出可用日期 = 批量建立日期 + 保留天數。
Copyright © 2007, Oracle. All rights reserved.
批次的效期管控設定
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批量的效期管控
Expired Lots
X
Item:
AS2005
Lot:
C3100
Lot expiration action: Dispose
到期作業: 銷毀
X
Item:
AS2005
Lot:
C3102
Lot expiration action: Retest
到期作業: 重新測試
Copyright © 2007, Oracle. All rights reserved.
Lot Control- Lot Expiration (Shelf Life)(1)
(Item Attributes)
Control 欄位:
•No Control:此料件不做有效期限管控
•Shelf Life Days:批量的有效天數是透過 Shelf Life Days 欄位來
設定。批量的有效日期 = 批量建立日期 + Shelf life days。
•User Defines:當對每一批量進行收貨時，由使用者指定到期日。
在此設定之下，當使用過期的批量時，系統進行警告但不會禁止使
用此批量。
Copyright © 2007, Oracle. All rights reserved.
Lot Control- Lot Expiration (Shelf Life)(2)
(Item Attributes)
Retest Interval 欄位:
用來設定在批量建立後，對該批量進行測試是否過期的間隔時間。
系統計算預計的批量的重測日期 = 批量建立日期 + Retest Interval。
Copyright © 2007, Oracle. All rights reserved.
Lot Control- Lot Expiration (Shelf Life)(3)
(Item Attributes)
• 當儲存的批量過期後，系統可以通知對於過期批量應採取的動作及進
行動作的日期。
• Expiration Action Interval: 系統計算採取處理動作的日期 = 批量到
期日 + Expiration Action Interval。
• Expiration Action: 使用欄位 Expiration Action 來設定預設的到期
後處理動作代碼。
Copyright © 2007, Oracle. All rights reserved.
The transactions of the expired lots
(到期的批次的使用管理)
•
•
The expiration date controls the availability of the lot for transacting
and planning purposes.
An expired lot:
– For Replenishment (對於補貨的使用) :
—
Is not considered as on-hand supply when you are performing minmax, reorder point, or MRP planning calculations.
– For Reservation (對於預留的使用):
—
Cannot be reserved for a date beyond the expiration date.
– For Txn and On-hand quantity (交易及在手數量):
—
—
Can be transacted and is included in on-hand quantities.
Is included in all inquiries and reports, including inventory valuation
reports
– For counting (盤點)
—
—
Is included in a cycle count (週期盤點) and count entry and
adjustments are allowed
Is included in a physical inventory(全面盤點) and tag entry and
adjustments are allowed
Copyright © 2007, Oracle. All rights reserved.
批次的管理與維護
Copyright © 2007, Oracle. All rights reserved.
Managing Lots
(批次的管理)
1. Assigning Lots (何時產生批號?
何時指定批號?)
• Pre-assign on Lot Master
function (使用批號產生器
Lot Master)
• Assign during transactions
(交易過程中指定批號)
2. Maintaining Lots (維護批號資
訊)
• Update lot expiration date
(更新到期日)
• View lot information(檢視批
次資料)
• View supplier lot
information (檢視對應的供應
商批次)
•
•
Add quantities to existing lots
(增加現有批號的數量)
Split inventory receipts into
several lots (收貨時分割成數個批
次)
Copyright © 2007, Oracle. All rights reserved.
Assign Lot number
批號的產生
Generate Lot Numbers:
•You can either use the lot master to generate new lot numbers
•Or assign lot numbers when you perform transactions.
Origination type of a lot Number (批號的來源型態，用以辨識批號產生的
方式):
•When you create the lot, the system determines the lot origination
type.
•If you create the lot on the lot master, the origination type is lot
master. If you generate the lot while performing a transaction, the
origination type is Inventory.
Copyright © 2007, Oracle. All rights reserved.
Generate Lot Number Using Lot Master window
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Setting for Lot control for 00-Item04
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Generate Lot Numbers during the Txn
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Practice INV22- Using the Lot Master (AG Ch1-81)
Tasks:
• Generate lot number for your lot controlled items: ##Item04 ~ ##-Item08
• Generate lot number at the Item Level (Not Organization
Level)
Viewlet
Copyright © 2007, Oracle. All rights reserved.
Disabled Lots (停用批號)
Disabling a lot only prevents it from
appearing in a list of values when you are
performing receipt transactions
X
Item CS100
Lot S246
Disabled
Item CS100
Lot S247
Active
Copyright © 2007, Oracle. All rights reserved.
Disabled Lots
被停用的批號的使用管理
•
A disabled lot:
– Is included in available to transact, available to promise,
and available to reserve calculations (可以交易，可以用來
承諾顧客訂單，可以預留)
– Is included as on-hand supply when you are performing
min-max, reorder point or MRP planning calculations (可
以做為供應的來源)
– Is included as on-hand in all inquiries and reports,
including inventory valuation report (包含在在手量的計算)
– Can be transacted with Inventory functions and the
Transaction Open Interface
– Can be reserved
Copyright © 2007, Oracle. All rights reserved.
Updating Lot control options Notes
(其它批號產生的注意事項)
• You can update lot control options for an item if it has
zero on hand quantity.
• In addition, you cannot change lot control when there
open internal orders or inter-org intransit shipments
exist.
• If you generate a lot number in the organization level,
then system will not be able to generate other lot
numbers using the settings in the item level.
• However, you STILL can ENTER you lot number.
Copyright © 2007, Oracle. All rights reserved.
Update Lot Generation Level
Copyright © 2007, Oracle. All rights reserved.
Guide Demonstrations
• INV19-Refer to Guided Demonstration – Generating
Lots [LAB40AAY]
• INV20-Refer to Guided Demonstration – Maintaining
Grades [LAB40A8Y]
• INV21-Refer to Guided Demonstration – Maintaining Lot
Actions [LAB40ACY]
• Refer to INV22-Practice – Using the Lot Master
[LAB40ABY]
Copyright © 2007, Oracle. All rights reserved.
Lot Transaction Purging
(清除批次的交易記錄)
•
•
You can purge all lot transaction information from your
current organization. The transactions must be in closed
accounting periods.
Purging lot transactions eliminates information used in lot
reports and inquiries.
Copyright © 2007, Oracle. All rights reserved.
Cycle Counts Under Lot Control
(在批次管控下週期盤點的影響)
• The cycle count listing includes the lot numbers of the
items to be cycle counted. (在週期盤點時，會同時將料件
批號顯示在週期盤點清單中)
• You must assign lot numbers to all items under lot
control for which you enter counts. (在輸入盤點數量時，
必須也輸入所盤點的批號)
• If there is a difference between the cycle count quantity
and the system on-hand quantity, Oracle Inventory
adjusts the item quantity in that lot. (如果盤點數量和系統
數量有不一致，系統會調整該批量下的數量。)
Copyright © 2007, Oracle. All rights reserved.
Physical Inventory Under Lot Control
(在批次管控下週期盤點的影響)
• Oracle Inventory includes the lot numbers of the items
to count in your physical inventory when generating
tags. (在產生盤點標籤卡時，系統會將批號資訊也顯示在標
籤卡上。)
• You must assign lot numbers to all items under lot
control for which you enter counts in the Physical
Inventory Tag Counts window. (在輸入盤點數量時，必須
也輸入所盤點的批號)
• If there is a difference between the count quantity and
the system on-hand quantity, Oracle Inventory adjusts
the item quantity in that lot. (如果盤點數量和系統數量有
不一致，系統會調整該批量下的數量。)
Copyright © 2007, Oracle. All rights reserved.
序次控管
Copyright © 2007, Oracle. All rights reserved.
Serial Number Overview
• A serial number is an alphanumeric piece of information you assign to an individual unit
of an item.
• You use serial numbers to track individual item units.
• One serial number is assigned to per unit of an item (一個料件一個序號)
• Serial number control is a system technique for enforcing the use of serial numbers
during a material transaction. (物料交易時需指定料件的序號)
• You can use serial numbers to track items over which you want to maintain very tight
control. (可以料件進行追蹤)
Serial Controlled Items
Item AS5222
Serial #5847329
Item AS5222
Serial #3798490
Copyright © 2007, Oracle. All rights reserved.
序號的產生時間點及方式
Copyright © 2007, Oracle. All rights reserved.
Generating Serial Numbers
產生序號的時間點
• No Control: 不做序號控制
• Predefined: 在收料時，指定料件的序號，序號為預先產生的，不能任意
輸入。
• At inventory receipt : 在收料時，指定料件的序號，可選擇使用預先產生
的序號，或者手動輸入序號。(料件進入存貨組織時, 就要指定序號)
• At sales order issue: 在對某張銷售訂單出貨時，指定料件的序號，可選擇
使用預先產生的序號，或者手動輸入序號。(料件出去時才指定序號)
Item AS5222
Serial #5847329
Predefined
Item AS5488
Serial #005363
At inventory receipt
Copyright © 2007, Oracle. All rights reserved.
設定序號產生的時間點的設定
Organization Control
Level
(N)Item > Organization
Item
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序號的編碼規則設定的使用層級
(Organization Level and Item Level)
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序號的產生方式
• The process of generating serial numbers does not assign
serial numbers to units in inventory, but reserves specific
serial numbers for an item, for later use. (先產生號碼供日使
用)
• When you run the serial generation program, if you have the
same serial prefix number across organizations, the
concurrent program searches across the organizations, and
generates serial numbers using the highest start number
across the organizations. (以所有存貨組織內最大的序號為主
，產生下一個序號)
Copyright © 2007, Oracle. All rights reserved.
Serial Uniqueness
(序號的唯一性)
Within items
同一料號之序號不能
Within an organization
重覆， 但不同料號
的序號可以重覆
同一存貨組織內的序號不能重覆
(也保證同一料號之序號不能重覆)
Across organizations
所有存貨組織中的序號皆不能重覆
如果有一組織使用此選項，其它組織也被
強迫配合
Item AS100
Serial SN100
Item AS101
Serial SN100
Item: AS101
Serial: SN101
Item: AS100
Serial: SN100
Item: AS101
Serial: SN101
Org: A
Copyright © 2007, Oracle. All rights reserved.
Item: AS100
Serial: SN100
Org: B
序號的唯一性的設定
(Organization Level)
Copyright © 2007, Oracle. All rights reserved.
序號的維護
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Maintaining Serial Numbers
• You can use the Serial Numbers window (Path: (N)On-hand,
Availability > Serial Numbers ) to update supplier
information associated with your serial numbers. (使用
Serial Numbers 表單來產生序號)
• You can view all the serial numbers you created in your
current organization.(檢視目前組織中的序號)
• You can view location and status information and update
supplier information associated with your serialized units.
(檢視序次管控的料件的目前位置及狀態)
• You can view transaction information for a serial number.
(檢視特定序號的交易資訊)
Copyright © 2007, Oracle. All rights reserved.
Serial Numbers window
Path: (N)On-hand, Availability > Serial Numbers
Copyright © 2007, Oracle. All rights reserved.
Practice – INV24 Generating and Maintaining
Serial Numbers (Ch1-92)
Overview:
In this practice, you will learn:
• how to generate serials for your item (##-Item07)
Tasks:
• Generate 1000 serial number for ##-Item07
Viewlet
Copyright © 2007, Oracle. All rights reserved.
金蘭醬油生產履歷 http://60.251.239.164/klrme/rm0000/klrme.htm
Copyright © 2007, Oracle. All rights reserved.
Lot Genealogy 批次家譜
Item: OJ100
Lot: Juice100
Item: CM600
Item: CM200
Lot: OR500
Lot: SR100
Item: CM300
Lot: WR100
Copyright © 2007, Oracle. All rights reserved.
Serial Genealogy (序次家譜)
Item:AS100
Serial: SN100
Item: CM100
Serial: SN200
Item:CM400
Serial: SN500
Item:CM300
Serial: SN400
Item: CM200
Serial: SN300
Copyright © 2007, Oracle. All rights reserved.
產品家譜使用設定
做產品族譜時，針對不同型式的料件(Components, Assembly)
設定序號的產生方式
You must set the Serial Generation attribute in the Item
Master window to at receipt or predefined for the
component items. (料件收料時產生序號) 進入存貨組織時便
要給於序號)
For assembly items, you must set the Serial Generation
attribute in the Item Master window to Predefined. (組件
收料時產生序號)
Before you issue material to WIP, you must generate the
serial numbers. See Generating Serial Numbers, page 8-7. (
在發料前要產生序號)
Copyright © 2007, Oracle. All rights reserved.
Lot and Serial Reports
Report
Description
Lot Transaction Register
You can use this report to audit lot
transactions for a specified time
interval, for a range of dates, for
ranges of items or categories, of for
other criteria.
Expired Lots Report
You use this report to isolate lots that
are about to expire, find expired lots,
and find serials assigned to expired
lots.
Serial Number Transaction Register
You can use this report to audit serial
number transactions for a specified
time interval, location or group of
locations, reason or group of reasons,
or other criteria.
Copyright © 2007, Oracle. All rights reserved.
Lot and Serial Reports (Cont)
Report
Description
Lot Inventory Report
This reports provides you with an
overview of item lots, quantities, and
lot statuses in all or the selected
subinventories and locators within
the organization.
Lot Master Report
This report provides you with an
overview of the information you set
up in the lot master. You can run this
report for a specific item, or all items
in the organization
Grade History Change Report
This report enables you to view all of
the grade changes made during a
given time period for a particular item
within an organization.
Copyright © 2007, Oracle. All rights reserved.
Lot and Serial Reports (Cont)
Report
Description
Serial Number Detail Report
Use the Serial Number Detail report to
print information about current
serialized units of inventory items.
Vendor Lot Trace Report
The vendor lot trace report enables
you to view the lot number, and
associated vendor lot number for an
item.
Copyright © 2007, Oracle. All rights reserved.
Profile Options
Profile Option
Description
INV:Genealogy Prefix or Suffix
You use this to determine if and how
the item number is displayed on the
Object Genealogy form.
INV: Target Preferred Grade
Determines whether data for picking
and reservations must be filtered to
match the preferred grade that is
defined on the order line.
INV: Genealogy Delimited
Allows you to pick the character that
appears between the item name and
lot number in the genealogy tree.
INV: Validate Returned Lot
This profile option determines
whether a component lot that is
returned from WIP should be
validated against lots that are issued
to the same job.
Copyright © 2007, Oracle. All rights reserved.
Profile Options (Cont)
Profile Option
Description
INV: Validate Returned Serial
This profile option determines
whether component serials that are
returned from WIP should be
validated against serials that are
issued to the same job.
INV: Restrict Receipt of Serials
Indicates whether the system
performs two validation checks for
serial numbers Oracle Work in
Process uses. This profile option also
indicates if you can re-receive a serial
number via an RMA receipt for an
item with serial control set at sales
order issue.
Copyright © 2007, Oracle. All rights reserved.
Implementation Considerations
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Do you need to implement lot control for an item?
Does the lot expire?
Do you need to retest the when it expires?
Do you need to perform a specific action when the lot
expires?
• Do you consume an item over time and need to
implement child lot control?
• Do you need to pre-generate lots or can you generate
lots during transactions?
• Do your lots have specific grades?
Copyright © 2007, Oracle. All rights reserved.
Implementation Considerations (Cont)
• Do you need to track individual instances of each item?
• Do you want to predefine serial numbers, track them at
inventory receipt, or at sales order issue?
• Do you want serials to be unique within items, within
an organization, or across all organizations?
Copyright © 2007, Oracle. All rights reserved.
Summary
After completing this module you You should now be able
to do the following:
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Understand lots
Explain parent and child lots
Explain shelf life and lot actions
Explain grade control
Understand serial control
Explain lot and serial genealogy
Understand how to use the lot and serial reports
Understand how to implements the lot and serial profile
options
Recognize Implementation Considerations
Copyright © 2007, Oracle. All rights reserved.