Planning BOMS or Product Families: That is the Question? Jerry Edwards

Business Purpose : Planning BOMS and Product Families are used to generate end item forecasts based on a forecast for a non-physical parent item. The parent item represents an aggregate demand to allocate across component (planning bill) or members (product family)

Differences between Planning BOMS and Product Families: Item Definition : –Planning BOM Parent Item: Define in Master Items form –Product Family Item: Define in Flow Manufacturing / Products and Parts / Product family form (or in Master items form but enable required attributes) Product family items generate a new category value in the seeded Product Family category set. Use this value in report selection

Differences between Planning BOMS and Product Families: –End Item Assignment: Planning BOM: an item can be used on more than one planning BOM Product Family: an item can report to only one product family parent

Differences between Planning BOMS and Product Families: –Consumption: Planning BOM: sales order for exploded component item consumes component item forecast ONLY. Parent forecast quantity is unchanged Product Family: sales order for exploded member consumes both end item and parent item forecast

Differences between Planning BOMS and Product Families –Nesting: Planning BOM: Planning items can be nested any number of times: Product Families: Single level only –Bill Maintenance Planning BOM: Bill of Material form Product Family: Product Family Member form

Differences between Planning BOMS and Product Families –Parent item forecast quantity maintenance Planning BOM forecast quantity changes –Maintain manually: Sales orders DO NOT consume

Differences between Planning BOMS and Product Families Parent item forecast quantity maintenance Product Family forecasts –Consumption occurs automatically via Planning Manager concurrent process based on consumption window defined for the forecast set

Compare Planning Bill with Product Family: Planning BOM

Product Family item: Master Item Form

Enter Product Family Members: Flow MFG form Products and Parts / Product Family Members

Enter Product member allocation percentages: Note: Planning %: Enter whole numbers Repeat for each item in the product family The entry below means.9% or.09 X Parent item forecast quantity

Enter Forecast Set and Forecast

Enter Forecast

Content

Forecast copy/merge: Note: Recommend different destination forecast

Review Exploded forecast results

Forecast Result

Enter and Book Sales order for member item

Check Forecast Consumption After planning manager executes

Select (B) Forecast items

Select (B) Detail: Select (B) Consumptions

Sales order consumed product family member forecast: Repeat Process for Product Family item

Product Family item forecast: Duplicate row resolved by exploding forecast to a different destination forecast

When to use Planning Bills or Product Families –Nesting Required: Use Planning Bill –End item must be forecasted via multiple parent forecast items: Use Planning Bill –End items will be used with one parent: Use Product Family –Automated Planning item forecast consumption: Use Product Family

Updating Product Family Percentages Query Shipments in Order Organizer Select Appropriate Order Types Export Data to Excel via File/Export Filter data Sort by Ordered item Sum Totals Calculate Percentages Update Product Family member percentages in the Product family members form

Product Family Setup Tasks Enter product family category structure (like system items)

Product Family Setup Tasks Profile: Enter values for INV: Product Family Enter at Site and Flow MFG application level

Enter Organization Access if using: Note application is Oracle Bills of Material

Product Family Setup Tasks Review Product Family Template: Flow MFG Implementation Manual: p. 73, 2-21

Product Family Setup Tasks

Product Family Setup Tasks:

Sample Forecast Maintenance Process: Resulting MDS file used in MPS

References: Oracle Flow Manufacturing Implementation Guide Oracle Flow Manufacturing User Guide Oracle Bills of Material User Guide METALINK Note: : Plan by Product Family Assembly or Model: Last revised 16 April 2004.

Contact Information –Jerry Edwards – (Cell)