oracle process mfg user guide

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Oracle Process Manufacturing

Product Development User's Guide

Release 12

Part No. B31151-01

October 2006


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Oracle Process Manufacturing Product Development User's Guide, Release 12

Part No. B31151-01

Copyright 2001, 2006, Oracle. All rights reserved.

Primary Author: Richard D. Persen

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Contents

Send Us Your Comments

Preface

1 Understanding Product Development

About This Guide......................................................................................................................1-1

About Product Development.................................................................................................... 1-3

Tasks and Responsibilities....................................................................................................... 1-3

Understanding Navigation........................................................................................................1-5

Understanding Workbenches................................................................................................... 1-8

Understanding the Status Approval Workflow....................................................................... 1-9

Adding and Editing Status Codes...........................................................................................1-13

Entering Status Details............................................................................................................1-16

Finding a Status Code............................................................................................................. 1-17

Understanding Version Control............................................................................................. 1-18

2 Setting Up

Setting Up in Other Applications............................................................................................. 2-1

Setting Up Parameters...............................................................................................................2-3

Finding Parameters..................................................................................................................2-10

Setting Up Profile Options......................................................................................................2-10Setting Up Security Profiles....................................................................................................2-15

Setting Up Windows Security.................................................................................................2-15

Setting Up API Security.......................................................................................................... 2-16

Setting Up Formula Classes.................................................................................................... 2-16

Setting Up Process Operation Classes.................................................................................... 2-17


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Setting Up Process Routing Classes........................................................................................2-17

Setting Up Activities............................................................................................................... 2-18

Setting Up Laboratory Organizations.....................................................................................2-19

Setting Up Technical Parameters............................................................................................2-19

Setting Up Technical Parameter Sequences........................................................................... 2-27

Entering Item Technical Data................................................................................................. 2-29

Setting Up Technical Classes and Subclasses........................................................................ 2-32

3 Formulas

Requirements............................................................................................................................ 3-3

Understanding Formula Setup..................................................................................................3-6

Setting Up Formula Information.............................................................................................. 3-8

Using Formula Phantoms........................................................................................................ 3-10

Scaling Formulas..................................................................................................................... 3-11

Defining and Maintaining Formulas......................................................................................3-19Finding a Formula................................................................................................................... 3-22

Displaying the Formula Summary..........................................................................................3-23

Displaying the Formula Header Summary.............................................................................3-24

Entering Formula Details........................................................................................................ 3-25

Copying a Formula.................................................................................................................. 3-33

Scaling a Formula.................................................................................................................... 3-34

Displaying Ingredient Technical Parameters......................................................................... 3-35

Using the View Menu to Find a Formula............................................................................... 3-36

Displaying the Formula Product Summary............................................................................3-37

Displaying the Formula Byproduct Summary....................................................................... 3-38Displaying the Formula Ingredient Summary....................................................................... 3-39

Displaying a Summary of Formula Product Lines................................................................. 3-40

Editing Formula Product Lines............................................................................................... 3-41

Editing a Formula Product Line.............................................................................................. 3-42

Displaying a Summary of Formula Byproduct Lines.............................................................3-43

Editing Formula Byproduct Lines...........................................................................................3-44

Editing a Formula Byproduct Line..........................................................................................3-46

Displaying a Summary of Formula Ingredient Lines............................................................ 3-47

Editing Formula Ingredient Lines...........................................................................................3-48

Editing a Formula Ingredient Line......................................................................................... 3-50Using Computer-Aided Formulation......................................................................................3-51

Setting Up for Computer-Aided Formulation........................................................................ 3-52

Loading Formulas and Batches into the Simulator................................................................ 3-53

Using the Simulator................................................................................................................ 3-55

Updating Formulas Using the Simulator................................................................................3-56


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Updating Batches Using the Simulator.................................................................................. 3-57

Blending Batches Using the Simulator................................................................................... 3-58

Adding Lot Information.......................................................................................................... 3-59

Adding Lot Information to a Batch......................................................................................... 3-60

Displaying Parameters on the Simulator................................................................................3-60

Displaying Calculation Errors................................................................................................ 3-61

Saving a Simulation................................................................................................................ 3-62

Finding a Saved Simulation....................................................................................................3-62

Using the Optimizer................................................................................................................3-63

Using the Workpad................................................................................................................. 3-63

Optimizing Lot Quantities......................................................................................................3-64

Optimizing Formulas and Batches..........................................................................................3-65

Optimizing Ingredient Quantities Based on Other Items..................................................... 3-68

Recalculating Quantities and Physical Properties..................................................................3-70

Optimizing Lot Quantities While Maintaining Output Yield...............................................3-73

Ingredient Distribution Rules Used in Optimization............................................................3-77

Using the Buffer Indicator...................................................................................................... 3-77

Running the Indented Bill of Materials Report..................................................................... 3-77

Using Formula Inquiry............................................................................................................3-83

Interpreting a Formula Inquiry...............................................................................................3-85

Displaying Details from a Formula Inquiry...........................................................................3-86

Displaying an Intermediate Formula......................................................................................3-88

Analyzing a Formula............................................................................................................... 3-89

Displaying Formula Analysis Results.................................................................................... 3-91

Finding a Formula Analysis.................................................................................................... 3-97

Overriding Default Explosion Rules...................................................................................... 3-98

4 Operations

Requirements............................................................................................................................ 4-1

Understanding Operations........................................................................................................4-2

Defining and Maintaining Operations.....................................................................................4-3

Defining and Maintaining Activities....................................................................................... 4-4

Defining and Maintaining Resources.......................................................................................4-5

Finding an Operation................................................................................................................ 4-6

Displaying the Operations Summary....................................................................................... 4-6Displaying the Operation Header Summary............................................................................4-7

Entering Operation Activity Details......................................................................................... 4-8

Using the View Menu to Find an Operation.......................................................................... 4-12

Entering Activity-Resource Details.........................................................................................4-13

Displaying Operation Activity Line Summary...................................................................... 4-15


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Displaying a Process Operation Resource Line......................................................................4-17

Editing a Process Operation Resource Line............................................................................4-18

Displaying Operation Resource Process Parameters..............................................................4-21

5 Routings

Requirements............................................................................................................................ 5-2

Understanding Routings........................................................................................................... 5-3

Defining and Maintaining Routings........................................................................................ 5-4

Finding a Process Routing.........................................................................................................5-5

Displaying the Routings Summary.......................................................................................... 5-6

Displaying the Routing Header Summary............................................................................... 5-7

Using the View Menu to Find a Routing.................................................................................. 5-8

Entering Process Routing Details............................................................................................. 5-9

Displaying the Routing Step Line Summary......................................................................... 5-14

Editing Routing Step Lines..................................................................................................... 5-15Entering Routing Step Dependencies.....................................................................................5-15

Displaying Theoretical Process Loss...................................................................................... 5-18

Editing Theoretical Process Loss.............................................................................................5-19

Understanding the Routing Designer.....................................................................................5-20

Using the Routing Designer....................................................................................................5-21

Actions Menu Options............................................................................................................ 5-24

Using the Routing Properties Window...................................................................................5-26

Using the Step Properties Window.........................................................................................5-27

Generating Step Dependencies.............................................................................................. 5-29

Using the Activity Properties Window................................................................................... 5-29Using the Resource Properties Window................................................................................. 5-30

Using the Step Dependency Properties Window................................................................... 5-31

Accessing Quality Control Windows......................................................................................5-34

Adding Operation Steps......................................................................................................... 5-34

Removing Operation Steps..................................................................................................... 5-35

Editing User Preferences......................................................................................................... 5-35

6 Recipes

Requirements............................................................................................................................ 6-2

Understanding Recipes............................................................................................................. 6-4

Defining and Maintaining Recipes.......................................................................................... 6-5

Finding a Recipe........................................................................................................................ 6-7

Displaying the Recipes Summary.............................................................................................6-7

Displaying the Recipe Header Summary................................................................................. 6-8

Understanding Step Quantity Calculations........................................................................... 6-10


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Entering Recipe Details...........................................................................................................6-12

Using the View Menu to Find a Recipe.................................................................................. 6-18

Entering Recipe Organization Details.................................................................................... 6-18

Using the Find Recipe Organization Details Window...........................................................6-22

Displaying Recipe Organization Details-Process Parameters............................................... 6-22

Entering Multi-Record Recipe Validity Rules........................................................................6-24

Editing Recipe Validity Rules.................................................................................................6-26

Displaying Validity Rules By Product....................................................................................6-30

Displaying Validity Rules By Recipe..................................................................................... 6-32

Generating a Recipe and Validity Rule Automatically..........................................................6-34

Displaying the Recipe Step/Material Association..................................................................6-37

Understanding the Recipe Designer.......................................................................................6-40

Using the Recipe Designer......................................................................................................6-43

Using the Recipe Tab.............................................................................................................. 6-46

Using the Recipe Properties Window..................................................................................... 6-47

Finding a Recipe in the Recipe Designer................................................................................6-50

Creating a Recipe in the Recipe Designer.............................................................................. 6-51

Copying a Recipe and Its Components...................................................................................6-52

Using the Formula Tab............................................................................................................6-53

Using Formula Menu Options................................................................................................ 6-53

Creating a Formula in the Recipe Designer............................................................................6-55

Changing Formula Status........................................................................................................6-56

Editing the Formula Header....................................................................................................6-56

Editing Formulas in the Recipe Designer...............................................................................6-57

Using the Routing Tab............................................................................................................ 6-62

Using the Process Instruction Sheet....................................................................................... 6-63

Expanding and Collapsing Nodes.......................................................................................... 6-65

Editing User Preferences......................................................................................................... 6-65

7 Tools

Requirements............................................................................................................................ 7-1

Understanding Mass Search and Replace.................................................................................7-2

Performing a Mass Search and Replace....................................................................................7-6

Managing Item Substitutions in Formulas...............................................................................7-9

Creating and Approving Item Substitution Lists...................................................................7-12Finding Formulas for Item Substitutions............................................................................... 7-14

Finding Item Substitution Lists.............................................................................................. 7-15

Finding Formula Substitution Lists........................................................................................7-16

Item Substitution Status Change Approval Workflow..........................................................7-17


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8 Least Cost Formulation

Requirements............................................................................................................................ 8-1

Understanding Least Cost Formulation....................................................................................8-3

Using the Formulation Specification Workbench....................................................................8-4

Entering a New Formulation Specification.............................................................................. 8-5

Entering a New Requirement....................................................................................................8-7

Entering Material Requirements...............................................................................................8-7

Entering Compositional Requirements.................................................................................... 8-8

Entering Technical Requirements.............................................................................................8-9

Displaying the Formulation Specification Summary............................................................ 8-10

Generating and Optimizing a Formula.................................................................................. 8-11

Using Least Cost Formulation.................................................................................................8-13

A Oracle Process Manufacturing Product Development Navigator PathsOracle Process Manufacturing (OPM) Product Development Navigator Paths..................... A-1

B Oracle Process Manufacturing Product Development Responsibilities andMenu Access

Oracle Process Manufacturing (OPM) Product Development Responsibilities and Menu

Access........? B-1

C Oracle Process Manufacturing Product Development Status Codes

Oracle Process Manufacturing (OPM) Product Development Status Codes.......................... C-1

D Oracle E-Records Events in Oracle Process Manufacturing ProductDevelopment

Oracle E-Records Events in Oracle Process Manufacturing (OPM) Product Development...................? D-1

Events........? D-1

Statuses Available for E-records...............................................................................................D-3

OPM Product Development Events......................................................................................... D-4

Subscriptions............................................................................................................................ D-6

Approval Matrix........................................................................................................................D-8

Glossary

Index


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Send Us Your Comments

Oracle Process Manufacturing Product Development User's Guide, Release 12

Part No. B31151-01

Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example:

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Preface

Intended Audience

Welcome to Release 12 of the Oracle Process Manufacturing Product Development User'sGuide.

This guide assumes that you have working knowledge of your business area's

processes, tools, principles, and customary practices. It also assumes that you are

familiar with Oracle Process Manufacturing. If you have never used Oracle Process

Manufacturing, we suggest you attend one or more of the Oracle Process

Manufacturing training classes available through Oracle University.

See Related Information Sources on page xiii for more Oracle Applications product

information.

TTY Access to Oracle Support Services

Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services

within the United States of America 24 hours a day, seven days a week. For TTY

support, call 800.446.2398.

Documentation Accessibility

Our goal is to make Oracle products, services, and supporting documentation

accessible, with good usability, to the disabled community. To that end, our

documentation includes features that make information available to users of assistive

technology. This documentation is available in HTML format, and contains markup to

facilitate access by the disabled community. Accessibility standards will continue to

evolve over time, and Oracle is actively engaged with other market-leading technology

vendors to address technical obstacles so that our documentation can be accessible to all

of our customers. For more information, visit the Oracle Accessibility Program Web site

at http://www.oracle.com/accessibility/ .


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Accessibility of Code Examples in Documentation

Screen readers may not always correctly read the code examples in this document. The

conventions for writing code require that closing braces should appear on an otherwise

empty line; however, some screen readers may not always read a line of text that

consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in Documentation

This documentation may contain links to Web sites of other companies or organizations

that Oracle does not own or control. Oracle neither evaluates nor makes any

representations regarding the accessibility of these Web sites.

Structure1 Understanding Product Development

This topic provides the fundamentals of Product Development. It presents the basic

tasks, responsibilities, and process flow required to develop and maintain a product.

Discussions offer a basic understanding of navigation, workbenches, the status

approval workflow, and version control. You are shown how to add and edit status

codes.

2 Setting Up

Perform the following tasks to set up this application.

3 Formulas

This topic shows you how to define the formulas that drive your manufacturing

process. It includes a basic understanding of formula setup. You are shown how to

enter item technical data and use the Simulator for laboratory simulations. You areintroduced to setting up formula information including how to use formula phantoms,

methods available to scale formulas, and to find formulas. In addition to entering

formula details, you are shown how to define and maintain formulas at the header and

line levels. Methods for determining where ingredients are used, the Indented Bill of

Materials Report, and formula inquiry help you locate formula information rapidly.

4 Operations

This topic shows you how to define and maintain operations, activities, and resources.

You are also shown to find an operation. Summaries of operations and operation

headers provides an overview what is created. The process to enter operation activity

details and activity-resource details is explained. You are also shown how to display

activity lines and edit a summary of resource lines.5 Routings

This topic shows you how to define and maintain routings. You are also shown how to

find a routing. A summary of routings and routing headers provides an overview of the

routings that are available. The processes of entering routing details and displaying the

routing step line summary are explained. You are also shown how to edit routing step

lines, and how to enter routing step dependencies. Procedures for displaying and


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editing theoretical process loss are provided.

6 Recipes

This topic shows you how to define and maintain recipes. You are shown how to find a

recipe. You are also shown how to display a summary of recipes and recipe headers.

Procedures to enter recipe details, recipe organization details, and edit validity rules

demonstrate the process flow for recipe development. You learn how to display andinterpret recipe validity rules and how to display the recipe step and material

association.

7 Tools

8 Least Cost Formulation

This topic provides a basic understanding of least cost formulation. It includes

information on using the formulation specification workbench, entering a new

formulation specification, and a new requirement. Material, compositional, and

technical requirements are discussed, and use of the formulation specification summary

is presented. You are shown how to generate and optimize a formula.

A Oracle Process Manufacturing Product Development Navigator Paths

B Oracle Process Manufacturing Product Development Responsibilities and Menu AccessC Oracle Process Manufacturing Product Development Status Codes

D Oracle E-Records Events in Oracle Process Manufacturing Product Development

Glossary

Related Information Sources

Related Guides

Oracle Process Manufacturing shares business and setup information with other Oracle

Applications products. Therefore, you may want to refer to other guides when you set

up and use Oracle Process Manufacturing. You can read the guides online from the

Oracle Applications Document Library CD included in your media pack, or by using aWeb browser with a URL that your system administrator provides. If you require

printed guides, then you can purchase them from the Oracle Store at

http://oraclestore.oracle.com

Guides Related to All Products

Oracle Alert User's Guide

This guide explains how to define periodic and event alerts to monitor the status of

your Oracle Applications data.

Oracle Applications Concepts

This book is intended for all those planning to deploy Oracle E-Business Suite Release12, or contemplating significant changes to a configuration. After describing the Oracle

Applications architecture and technology stack, it focuses on strategic topics, giving a

broad outline of the actions needed to achieve a particular goal, plus the installation and

configuration choices that may be available.

Oracle Applications Flexfields Guide


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This guide provides flexfields planning, setup, and reference information for the Oracle

Applications implementation team, as well as for users responsible for the ongoing

maintenance of Oracle Applications product data. This guide also provides information

on creating custom reports on flexfields data.

Oracle Application Framework Personalization Guide

This guide covers the design-time and run-time aspects of personalizing applications

built with Oracle Application Framework.

Oracle Applications Installation Guide: Using Rapid Install

This book is intended for use by anyone who is responsible for installing or upgrading

Oracle Applications. It provides instructions for running Rapid Install either to carry

out a fresh installation of Oracle Applications Release 12, or as part of an upgrade from

Release 11i to Release 12. The book also describes the steps needed to install the

technology stack components only, for the special situations where this is applicable.

Oracle Application Server Adapter for Oracle Applications User's Guide

This guide covers the use of OracleAS Adapter in developing integrations betweenOracle applications and trading partners.

Please note that this guide is in the Oracle Application Server 10g (10.1.3.1)

Documentation Library.

Oracle Applications System Administrator's Guide Documentation Set

This documentation set provides planning and reference information for the Oracle

Applications System Administrator. Oracle Applications System Administrator's Guide -

Configuration contains information on system configuration steps, including defining

concurrent programs and managers, enabling Oracle Applications Manager features,

and setting up printers and online help. Oracle Applications System Administrator's Guide

- Maintenance provides information for frequent tasks such as monitoring your systemwith Oracle Applications Manager, managing concurrent managers and reports, using

diagnostic utilities, managing profile options, and using alerts. Oracle Applications

System Administrator's Guide - Security describes User Management, data security,

function security, auditing, and security configurations.

Oracle Applications User's Guide

This guide explains how to navigate, enter data, query, and run reports using the user

interface (UI) of Oracle Applications. This guide also includes information on setting

user profiles, as well as running and reviewing concurrent requests.

Oracle e-Commerce Gateway User's Guide

This guide describes the functionality of Oracle e-Commerce Gateway and the

necessary setup steps in order for Oracle Applications to conduct business with trading

partners through Electronic Data Interchange (EDI). It also contains how to run extract

programs for outbound transactions, import programs for inbound transactions, and

the relevant reports.

Oracle e-Commerce Gateway Implementation Guide


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This guide describes implementation details, highlights additional setups for trading

partner, code conversion, and Oracle Applications as well as provides the architecture

guidelines for transaction interface files. This guide also contains troubleshooting

information and how to customize EDI transactions.

Oracle Report Manager User's Guide

Oracle Report Manager is an online report distribution system that provides a secure

and centralized location to produce and manage point-in-time reports. Oracle Report

Manager users can be either report producers or report consumers. Use this guide for

information on setting up and using Oracle Report Manager.

Oracle iSetup User Guide

This guide describes how to use Oracle iSetup to migrate data between different

instances of the Oracle E-Business Suite and generate reports. It also includes

configuration information, instance mapping, and seeded templates used for data

migration.

Oracle Workflow Administrator's Guide

This guide explains how to complete the setup steps necessary for any product that

includes workflow-enabled processes. It also describes how to manage workflow

processes and business events using Oracle Applications Manager, how to monitor the

progress of runtime workflow processes, and how to administer notifications sent to

workflow users.

Oracle Workflow Developer's Guide

This guide explains how to define new workflow business processes and customize

existing Oracle Applications-embedded workflow processes. It also describes how to

define and customize business events and event subscriptions.

Oracle Workflow User's Guide

This guide describes how users can view and respond to workflow notifications and

monitor the progress of their workflow processes.

Oracle Workflow API Reference

This guide describes the APIs provided for developers and administrators to access

Oracle Workflow.

Oracle XML Gateway User's Guide

This guide describes Oracle XML Gateway functionality and each component of the

Oracle XML Gateway architecture, including Message Designer, Oracle XML Gateway

Setup, Execution Engine, Message Queues, and Oracle Transport Agent. Theintegrations with Oracle Workflow Business Event System and the Business-to-Business

transactions are also addressed in this guide.

Oracle XML Publisher Report Designer's Guide

Oracle XML Publisher is a template-based reporting solution that merges XML data

with templates in RTF or PDF format to produce a variety of outputs to meet a variety


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of business needs. Using Microsoft Word or Adobe Acrobat as the design tool, you can

create pixel-perfect reports from the Oracle E-Business Suite. Use this guide to design

your report layouts.

Oracle XML Publisher Administration and Developer's Guide

Oracle XML Publisher is a template-based reporting solution that merges XML data

with templates in RTF or PDF format to produce a variety of outputs to meet a variety

of business needs. Outputs include: PDF, HTML, Excel, RTF, and eText (for EDI and

EFT transactions). Oracle XML Publisher can be used to generate reports based on

existing E-Business Suite report data, or you can use Oracle XML Publisher's data

extraction engine to build your own queries. Oracle XML Publisher also provides a

robust set of APIs to manage delivery of your reports via e-mail, fax, secure FTP,

printer, WebDav, and more. This guide describes how to set up and administer Oracle

XML Publisher as well as how to use the Application Programming Interface to build

custom solutions.

Guides Related to This Product

Oracle Process Manufacturing Cost Management User's Guide

The Oracle Process Manufacturing Cost Management application is used by cost

accountants to capture and review the manufacturing costs incurred in their process

manufacturing businesses. The guide describes how to set up and use this application.

Oracle Process Manufacturing Process Execution User's Guide

The Oracle Process Manufacturing Process Execution application lets you track firm

planned orders and production batches from incoming materials through finished

goods. Seamlessly integrated to the Product Development application, Process

Execution lets you convert firm planned orders to single or multiple production

batches, allocate ingredients, record actual ingredient usage, and then complete and

close production batches. Production inquiries and preformatted reports help youoptimize inventory costs while maintaining a high level of customer satisfaction with

on-time delivery of high quality products. The Oracle Process Manufacturing Process

Execution User's Guide presents overviews of the tasks and responsibilities for the

Production Supervisor and the Production Operator. It provides prerequisite setup in

other applications, and details the windows, features, and functionality of the

application.

Oracle Process Manufacturing Product Development User's Guide

The Oracle Process Manufacturing Product Development application provides features

to manage formula, routing, recipe, and validity rule development within process

manufacturing operations. Use it to manage multiple laboratory organizations andsupport varying product lines throughout the enterprise. Characterize and simulate the

technical properties of ingredients and their effects on formula performance and cost.

Simulate and optimize formulations before beginning expensive laboratory test batches.

Product Development coordinates each development function to provide a rapid,

enterprise-wide implementation of new products in your plants. The guide describes

how to set up and use this application.


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Oracle Process Manufacturing Quality Management User's Guide

The Oracle Process Manufacturing Quality Management application provides features

to test material sampled from inventory, production, or receipts from external

suppliers. The application lets you enter specifications and control their use throughout

the enterprise. Customized workflows and electronic recordkeeping automate plans for

sampling, testing, and result processing. Compare specifications to assist in regradingitems, and match customer specifications. Aggregate test results and print statistical

assessments on quality certificates. Run stability testing with unrivaled ease. Several

preformatted reports and inquiries help manage quality testing and reporting. The

guide describes how to set up and use this application.

System Administration User's Guide

Much of the System Administration duties are performed at the Oracle Applications

level, and are therefore described in the Oracle Applications System Administrator's

Guide. The Oracle Process Manufacturing System Administration User's Guide provides

information on the few tasks that are specific to Oracle Process Manufacturing. It offers

information on performing Oracle Process Manufacturing file purge and archive, andmaintaining such things as responsibilities, units of measure, and organizations.

Regulatory Management User's Guide

Oracle Process Manufacturing Regulatory Management provides solutions for

document management that help meet the FDA 21 CFR Part 11 and other international

regulatory compliance requirements. Regulatory information management is facilitated

by use of electronic signatures. Manage hazard communications by collaborating with

Oracle partners to dispatch safety documents, attached printed documentation sets such

as the MSDS to shipments, and set up workflows to manage documentation revisions,

approvals, and transmittals. The Oracle Process Manufacturing Regulatory Management

User's Guide provides the information to set up and use the application.

Oracle Manufacturing Execution System for Process Manufacturing

Oracle Manufacturing Execution System (MES) for Process Manufacturing provides a

seamless integration to product development and process execution applications for

rapid deployment and tracking of procedures, work instruction tasks, and batch

records. Set up and manage material dispensing operations and produce electronic

batch records interactively with full electronic signature control, nonconformance

management, and label printing routines. The Oracle Manufacturing Execution System for

Process Manufacturing User's Guide delivers the information to set up and use the

application.

API User's Guides

Public Application Programming Interfaces (APIs) are available for use with different

Oracle Process Manufacturing applications. APIs pass information into and out of the

application tables, thereby bypassing the user interface. Use of these APIs is

documented in separately available documentation.

Oracle Engineering User's Guide


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This guide enables your engineers to utilize the features of Oracle Engineering to

quickly introduce and manage new designs into production. Specifically, this guide

details how to quickly and accurately define the resources, materials and processes

necessary to implement changes in product design.

Oracle Inventory User's Guide

This guide describes how to define items and item information, perform receiving and

inventory transactions, maintain cost control, plan items, perform cycle counting and

physical inventories, and set up Oracle Inventory.

Oracle Bills of Material User's Guide

This guide describes how to create various bills of material to maximize efficiency,

improve quality and lower cost for the most sophisticated manufacturing

environments. By detailing integrated product structures and processes, flexible

product and process definition, and configuration management, this guide enables you

to manage product details within and across multiple manufacturing sites.

Oracle Work in Process User's Guide

This guide describes how Oracle Work in Process provides a complete production

management system. Specifically this guide describes how discrete, repetitive, assemble

toorder, project, flow, and mixed manufacturing environments are supported.

Oracle Quality User's Guide

This guide describes how Oracle Quality can be used to meet your quality data

collection and analysis needs. This guide also explains how Oracle Quality interfaces

with other Oracle Manufacturing applications to provide a closed loop quality control

system.

Oracle Shipping Execution User's Guide

This guide describes how to set up Oracle Shipping to process and plan your trips,

stops and deliveries, ship confirmation, query shipments, determine freight cost and

charges to meet your business needs.

Oracle Purchasing User's Guide

This guide describes how to create and approve purchasing documents, including

requisitions, different types of purchase orders, quotations, RFQs, and receipts. This

guide also describes how to manage your supply base through agreements, sourcing

rules and approved supplier lists. In addition, this guide explains how you can

automatically create purchasing documents based on business rules through integration

with Oracle Workflow technology, which automates many of the key procurement

processes.

Oracle interMedia User's Guide and Reference

This user guide and reference provides information about Oracle interMedia. This

product enables Oracle9i to store, manage, and retrieve geographic location

information, images, audio, video, or other heterogeneous media data in an integrated

fashion with other enterprise information. Oracle Trading Community Architecture


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Data Quality Management uses interMedia indexes to facilitate search and matching.

Oracle SelfService Web Applications Implementation Guide

This manual contains detailed information about the overview and architecture and

setup of Oracle SelfService Web Applications. It also contains an overview of and

procedures for using the Web Applications Dictionary.

Installation and System Administration

Oracle Applications Concepts

This guide provides an introduction to the concepts, features, technology stack,

architecture, and terminology for Oracle Applications Release 11i. It provides a useful

first book to read before an installation of Oracle Applications. This guide also

introduces the concepts behind Applications-wide features such as Business Intelligence

(BIS), languages and character sets, and Self-Service Web Applications.

Installing Oracle Applications

This guide provides instructions for managing the installation of Oracle Applications

products. In Release 11i, much of the installation process is handled using Oracle Rapid

Install, which minimizes the time to install Oracle Applications and the Oracle

technology stack by automating many of the required steps. This guide contains

instructions for using Oracle Rapid Install and lists the tasks you need to perform to

finish your installation. You should use this guide in conjunction with individual

product user guides and implementation guides.

Upgrading Oracle Applications

Refer to this guide if you are upgrading your Oracle Applications Release 10.7 or

Release 11.0 products to Release 11i. This guide describes the upgrade process and lists

database and product-specific upgrade tasks. You must be either at Release 10.7 (NCA,

SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. You cannotupgrade to Release 11i directly from releases prior to 10.7.

"About" Document

For information about implementation and user documentation, instructions for

applying patches, new and changed setup steps, and descriptions of software updates,

refer to the "About" document for your product. "About" documents are available on

OracleMetaLink for most products beginning with Release 11.5.8.

Maintaining Oracle Applications

Use this guide to help you run the various AD utilities, such as AutoUpgrade,

AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and

others. It contains how-to steps, screenshots, and other information that you need to run

the AD utilities. This guide also provides information on maintaining the Oracle

applications file system and database.

Oracle Applications System Administrator's Guide

This guide provides planning and reference information for the Oracle Applications

System Administrator. It contains information on how to define security, customize


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menus and online help, and manage concurrent processing.

Oracle Alert User's Guide

This guide explains how to define periodic and event alerts to monitor the status of

your Oracle Applications data.

Oracle Applications Developer's Guide

This guide contains the coding standards followed by the Oracle Applications

development staff and describes the Oracle Application Object Library components that

are needed to implement the Oracle Applications user interface described in the Oracle

Applications User Interface Standards for Forms-Based Products. This manual also

provides information to help you build your custom Oracle Forms Developer forms so

that the forms integrate with Oracle Applications.

Oracle Applications User Interface Standards for Forms-Based Products

This guide contains the user interface (UI) standards followed by the Oracle

Applications development staff. It describes the UI for the Oracle Applications products

and how to apply this UI to the design of an application built by using Oracle Forms.

Other Implementation Documentation

Oracle Applications Product Update Notes

Use this guide as a reference for upgrading an installation of Oracle Applications. It

provides a history of the changes to individual Oracle Applications products between

Release 11.0 and Release 11i. It includes new features, enhancements, and changes

made to database objects, profile options, and seed data for this interval.

Oracle Workflow Administrator's Guide

This guide explains how to complete the setup steps necessary for any Oracle

Applications product that includes workflow-enabled processes, as well as how tomonitor the progress of runtime workflow processes.

Oracle Workflow Developer's Guide

This guide explains how to define new workflow business processes and customize

existing Oracle Applications-embedded workflow processes. It also describes how to

define and customize business events and event subscriptions.

Oracle Workflow User's Guide

This guide describes how Oracle Applications users can view and respond to workflow

notifications and monitor the progress of their workflow processes. Oracle Workflow

API Reference This guide describes the APIs provided for developers and

administrators to access Oracle Workflow.

Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup and reference information for the Oracle

E-Records implementation team, as well as for users responsible for the ongoing

maintenance of Oracle Applications product data. This guide also provides information

on creating custom reports on flexfields data.


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Oracle eTechnical Reference Manuals

Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed

description of database tables, forms, reports, and programs for a specific Oracle

Applications product. This information helps you convert data from your existing

applications, integrate Oracle Applications data with non-Oracle applications, and write

custom reports for Oracle Applications products. Oracle eTRM is available on OracleMetalink.

Oracle Applications Message Manual

This manual describes all Oracle Applications messages. This manual is available in

HTML format on the documentation CD-ROM for Release 11i.

Integration Repository

The Oracle Integration Repository is a compilation of information about the service

endpoints exposed by the Oracle E-Business Suite of applications. It provides a

complete catalog of Oracle E-Business Suite's business service interfaces. The tool letsusers easily discover and deploy the appropriate business service interface for

integration with any system, application, or business partner.

The Oracle Integration Repository is shipped as part of the E-Business Suite. As your

instance is patched, the repository is automatically updated with content appropriate

for the precise revisions of interfaces in your environment.

Do Not Use Database Tools to Modify Oracle Applications Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data

Browser, database triggers, or any other tool to modify Oracle Applications data unless

otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and

maintain information in an Oracle database. But if you use Oracle tools such as

SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your

data and you lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using an

Oracle Applications form can update many tables at once. But when you modify Oracle

Applications data using anything other than Oracle Applications, you may change a

row in one table without making corresponding changes in related tables. If your tables

get out of synchronization with each other, you risk retrieving erroneous information

and you risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applications

automatically checks that your changes are valid. Oracle Applications also keeps track

of who changes information. If you enter information into database tables using

database tools, you may store invalid information. You also lose the ability to track who

has changed your information because SQL*Plus and other database tools do not keep a


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record of changes.


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Understanding Product Development 1-1

1Understanding Product Development

This topic provides the fundamentals of Product Development. It presents the basic

tasks, responsibilities, and process flow required to develop and maintain a product.

Discussions offer a basic understanding of navigation, workbenches, the status

approval workflow, and version control. You are shown how to add and edit statuscodes.

This chapter covers the following topics:

About This Guide

About Product Development

Tasks and Responsibilities

Understanding Navigation

Understanding Workbenches

Understanding the Status Approval Workflow Adding and Editing Status Codes

Entering Status Details

Finding a Status Code

Understanding Version Control

About This Guide

This guide provides information for users of the Oracle Process Manufacturing (OPM)

Product Development application and presents: Overviews of tasks, responsibilities, and processes that comprise the Product

Development application.

Overviews of navigation, workbenches, status approval workflow, and version

control.


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1-2 Oracle Process Manufacturing Product Development User's Guide

Prerequisite setup in other applications.

Setup required in the Product Development application, including parameters,

profile options, security profiles, window security, and API security. Setup is also

provided for formula classes, process operation classes, process routing classes,

activities, laboratory organizations, technical parameters, and technical parameter

sequences. Entry of technical data, technical classes, and technical subclasses is

illustrated with specific examples.

Procedures for formula management, including: setting up formula information,

using formula phantoms, scaling formulas, defining and maintaining formulas and

displaying summaries of formulas, products, byproducts and ingredients. Several

windows let you display and edit formula components. Discussions of the

Simulator and Optimizer provide details and examples of how to use

computer-aided formulation. Procedures are also provided for use of the Indented

Bill of Materials report, the Formula Inquiry, and Formula Analysis options.

Procedures for process operation management, including: defining and maintainingprocess operations, activities, and resources, finding an operation, displaying

process operation summaries, entering operation activity details and activity

resource details, displaying operation activity lines, and, editing resource lines.

Procedures for routing management, including: defining and maintaining routings,

finding a routing, using routing summaries, entering routing details, displaying

routing step line summaries, editing routing step lines, entering routing step

dependencies and, displaying and editing theoretical process loss.

Procedures for recipe management, including: defining and maintaining recipes,

finding a recipe, displaying recipe summaries, understanding step quantity

calculations, entering recipe details, entering recipe organization details, entering

multi-record validity rules, editing validity rules, and displaying the recipe step

and material association. Procedures are also provided for using the Recipe

Designer.

Procedures for mass search and replace, including: understanding search and

replace, mass search and replace security, performing a search and replace, and

using the Replace Results window. Additional procedures are provided for item

substitutions.

Procedures for least cost formulation, including entering a formulation specification

with requirements for material, composition, and technical aspects of a theformulation. Use of least cost formulation is illustrated with examples that outline

the procedure to generate and optimize a formula.

Depending on your system security profile, it is possible you do not have access to all of

the windows and functions described in this guide. If you do not see a menu option

described, and you need to access it, contact your system administrator.


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About Product Development

Reducing time to market is one of the most important objectives in developing a

successful product. Research shows that one of the strongest drivers for on time

product delivery is the use of a cross-functional, dedicated, and accountable team. To besuccessful, the team needs a strong leader and top management support. Oracle Process

Manufacturing Product Development delivers a seamless, development environment

that helps your team:

Reduce time to market by using a solid framework that manages recipes from

concept through production.

Expand the enterprise by strengthening relationships with vendors and customers.

Share project information and collaborate globally using the Internet.

Manage quality processes proactively.

Streamline production efficiencies.

Product Development enhances product consistency and reduces the costs associated

with creating and modifying formulas by letting you adapt to different research and

development environments. You can manage many laboratory organizations and

support varying product lines throughout the organization. You can characterize and

simulate the technical properties of ingredients and their effects on formulas. You can

optimize formulations before beginning expensive laboratory test batches. Product

Development coordinates each development function and enables a rapid,

enterprise-wide implementation of new products in your plants.

By managing a recipe from its inception through production you can reduce the overall

product development life cycle time. Recipes account not only for ingredient usage, but

also for quality characteristics of those ingredients, costing implications of any alternate

materials or processes, specific requirements of customers, corporate manufacturing

standards, and regulatory compliance issues. Product Development offers a single,

integrated, secure formulation environment. Formulators and Process Engineers can

collaborate in the development and maintenance of new and existing products using a

workbench. The workbench is a job specific role that enables rapid definition and easier

maintenance of recipe components. Workbenches increase formula usage flexibility to

streamline the overall production process.

Tasks and Responsibilities

One of the most challenging aspects of Product Development is effective information

transfer. Each job role must collaborate at various points throughout the product

development cycle.

The following is representative of the work breakdown structure required to develop a


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new product. It lists most of the key tasks and the job titles responsible for those tasks:

Define product requirements.

Product Development Manager

Marketing Manager

Customer

Search for or copy a formula.

Formulator

Define ingredient parameters.

Formulator

Prototype the formula. Formulator

Determine production feasibility of the prototype formula.

Formulator

Purchasing

Determine formula reproducibility using laboratory scale batches.

Formulator

Tester

Determine formula stability.

Formulator

Packaging Engineer

Evaluate quality control specifications.

Formulator

Tester

Create a routing.

Packaging Engineer


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Process Engineer

Run pilot plant batches.

Process Engineer

Select the optimal recipe.

Marketing Manager

Customer

Obtain field approvals.

Plant Manager

Process Engineer

Assign effective date use.

Formulator

Process Engineer

Understanding Navigation

The following information is a summary of more detailed discussions found in the

Oracle Applications User's Guide.

Navigating the Product Development Application:

In addition to the standard menu and toolbar, a navigator tree provides a hierarchical

display of the objects in a treelike framework.

Node and Leaf

The higher level nodes in the navigator tree include forms and database objects. All

other nodes, and the objects they contain, are indented to indicate that they belong to

these higher level nodes. The terminal node is a leaf. The Product Development

application uses Data Organizer tabs to group various objects such as recipes, formulas,

routing and operations. Refer to Identifying Nodes and Tabs on the Navigator forspecific nodes and tabs that are used in the Product Development application.

Menu and Toolbar

Menu and toolbar components let you access all globally available functions.


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Data Organizer

The Data Organizer groups objects on separate tabs. Each has a unique icon and its own

tree hierarchy.

Summary ViewsSummary views display the highest level of business information. When you select any

container on the Data Organizer navigator tree, the summary view can also list the

contents of the container in a multirecord block.

Detail Views

Detail views let you display and edit information.

See: Oracle Applications User's Guide for more information on navigation.

To navigate the Product Development application:

The following is a typical flow through the Product Development application Data

Organizer navigator tree:

1. Open the appropriate Formulator or Process Engineer workbench. These are

assigned by the System Administrator.

2. Click the region that contains the object type of interest. For example, the Process

Engineer workbench includes these tabs:

Formula

Recipe

Routing

Operation

3. Select the appropriate View By field to sort and group records. View By fields for

Formula include:

Formula

Class

Status

Owner

Laboratory

Product


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Plant

Status

4. Use one of the following methods to find the appropriate object:

Expand or collapse entries in the hierarchical Data Organizer tree.

Perform a Find operation from the View menu, choose the appropriate object

from the results, and optionally, save the object in a Personal or Public folder.

Optionally, use the right-click feature to perform a Find operation.

5. Use one of the following methods to show selected object Details:

Select the object in the Summary view, and click Details.

Select the top node of an expanded object on the navigator tree, and choose

New from the File menu.

Select the top node of an expanded object on the navigator tree, and right-click.

Choose New from the right-click menu.

6. Double-click an expanded node in the Data Organizer until you reach the terminal

or leaf object. When you click this object, it opens.

7. Perform actions on the selected object. Navigate from the Detail views to other

related items of interest.

8. Use the right-click menu to copy objects from the navigator tree nodes and paste

them into your personal shortcuts. You can retrieve these objects without the needto find them by methods previously described.

Identifying Nodes and Tabs on the Navigator Tree:

The following discussion and graphic identify and explain each of the nodes and tabs

that display on the navigator tree.

1 is a Routing node. It identifies a Routing on the Navigator.

2 is the Routing tab. Click it to display all Routing available to your responsibility.

3 is an Operation node. It identifies an Operation on the Navigator.

4 is the Operation tab. Click it to display all Operations available to your

responsibility

5 is an Activity node. It identifies an Activity on the Navigator.


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6 is a Resource node. It identifies a Resource on the Navigator.

7 is a Formula node. It identifies a Formula on the Navigator.

8 is the Formula tab. Click it to display all Formulas available to your responsibility.

9 is a Product node. It identifies a Product on the Navigator.

10 is a By-Product node. It identifies a By-Product on the Navigator.

11 is an Ingredient node. It identifies an Ingredient on the Navigator.

12 is a Recipe node. It identifies a Recipe on the Navigator.

13 is the Recipe tab. Click it to view all Recipes available to your responsibility.

14 is an Owner node. It identifies an Owner on the Navigator.

15 is a Class node. It identifies a Class on the Navigator.

16 is a Status node. It identifies a Status on the Navigator.

Understanding Workbenches

The workbench provides a complete product, production, technical and cost profiling

tool to model a new product to meet initial product specifications rapidly.

One of the major benefits of using a workbench is to perform what if analyses to

facilitate the overall formulation process.

The workbench concept is different from previous approaches used to develop

products by process manufacturers. Since new products are developed in the

laboratory, the list of ingredients and products are recorded in the laboratory formula.

Once the development is complete, production and cost formulas are required to

manufacture and assign a cost to the product. With the Formulator Workbench,

laboratory and production formulas are differentiated by a change in Status. Changing

the status of an experimental formula for use by production, costing, or a Material


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Safety Data Sheet (MSDS) replaces the previous Formula upload and download

functions with a new business process.

By coupling the workbench capability to a Status Approval Workflow, the entire

process of initiating and monitoring the development of a new product is simplified.

To display the Process Engineer Workbench:

1. Navigate to the Product Development Workbench.

2. Expand Routings to view a summary of routings available to your responsibility.

Expand Operations, Formulas, and Recipes available to your responsibility as

appropriate.

3. Expand Personal Shortcuts to view a summary of all of the personal shortcuts

available to your responsibility.

4. Expand Public Shortcuts to view a summary of all public shortcuts available to

your responsibility.

To display the Formulator Workbench:

1. Navigate to the Formulator Workbench.

2. Expand Formulas to view a summary of formulas available to your responsibility.

Expand Recipes, Routings, and Operations available to your responsibility as

appropriate.

3. Expand Personal Shortcuts to view a summary of all of the personal shortcuts

available to your responsibility.

4. Expand Public Shortcuts to view a summary of all public shortcuts available to

your responsibility.

Refer to the Oracle Applications User's Guide for additional information.

Understanding the Status Approval Workflow

When the Status Approval Workflow is activated, recipes, formulas, routings,

operations, and validity rules require a series of approvals that result in reassigning

their statuses through a predefined approval process. Laboratory Approval is optional

in this workflow.

Individual tasks are included in each topic to show you how to manage the approval

workflow process.


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Understanding Workflow Processes

Oracle Workflow lets you automate and continuously improve business processes by

routing information according to a set of business rules. Transmit this information to

individuals both inside and outside your enterprise as needed.

Setting Up Approvers

The Status Approval Workflow routes information to an approver. An approver is an

individual or a group. Any individual associated with that approver can act on the

notification. Each notification includes a message with information needed to make a

decision. Some possible responses are also included. The Status Approval Workflow

interprets each response and moves on to the next workflow activity.

Setting Up Workflow Processes

For a workflow to operate properly, set up the Oracle Workflow application asdescribed in the Oracle Workflow User's Guide.

A workflow process starts when an application calls a set of Oracle Workflow Engine

Application Program Interfaces (APIs). The workflow itself is depicted as a process

diagram containing icons that represent activities. The process contains several

workflow steps that include approvers, activities, and decision trees needed to complete

the workflow.

Delivering Electronic Notifications

Oracle Workflow notifies people of items awaiting their attention. This is done through

e-mail, a browser link, or the Notification Summary window.

Setting Up the Status Approval Workflow

Set up the Status Approval Workflow. Contact your System Administrator if you are

not sure that this is set up.

Your System Administrator must set up the following windows:

Workflow Process Activation to define the approval processes that use the generic

workflow process configuration framework. This window enables or disables the

approval process in the database instance.

Workflow Process Configuration Framework to define the configuration

parameters for each approval process. These configuration parameters customize

the approval process. For example, if a configuration parameter is specified as

organization, the approval process for an organization could be enabled or

disabled.


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Workflow Activity Approval Configuration Framework to define the

configuration parameters for each approval process activity. These configuration

parameters customize the behavior of an activity. For example, if the configuration

parameter is specified as organization, then the approval process activity behavior

could be customized for an organization.

Workflow Process Configuration to customize the approval process behavior at a

customer site. Approval can be required based on a business process requirement.

This window lets you enable or disable the approval process based on parameters

defined in the Approval Process Configuration Framework.

Workflow Activity Configuration to customize the approval process activities

behavior based on configuration parameters defined in the Approval Process

Activity Configuration Workflow. Enable or disable an activity and define an

approver if the activity requires approval.

If the workflow does not start, the Workflow Activation window can be set to

Deactivate. Contact your System Administrator to determine if this window and allappropriate triggers are set properly.

Note: Product Development Workflows do not function if seed data is

changed.

Enabling the Status Approval Workflow

Enable the Status Approval Workflow. Once it is set up and operating, the workflow is

activated by changing the Status of a recipe, formula, routing, operation, or validity rule

from a status of New to any of the other available status.

Adding and Editing Status Codes to the Status Approval Workflow

If you modify or delete any of the predefined status codes that are supplied with this

application, then the Status Approval Workflow does not run as described in this

documentation. You can add or edit status codes as described in the "Adding and

Editing Status Codes" topic.

Running the Status Approval Workflow

When any status controlled entity is created, the workflow runs as follows:

1. Upon creation the default Status is assigned to the entity.

2. If you choose Change Status from the Actions menu and then select Approved for

Laboratory Use, the workflow changes Status to Request Approval for Laboratory

Use. Once approved, Status changes to Approved for Laboratory Use.


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3. If you choose Change Status from the Actions menu and then select Approved for

General Use, the workflow changes Status to Request Approval for General Use.

Once approved, Status changes to Approved for General Use.

4. You can assign the Status Obsolete or Archived.

5. An Approved for Laboratory Use status can be assigned these statuses:

On Hold

Obsolete or Archived

6. An Approved for General Use status can be assigned these statuses:

On Hold

Frozen

Obsolete or Archived

7. A Pending Approval for Laboratory status or a Pending Approval for General

Use status can be assigned a status of Obsolete or Archived.

8. Formulas, routings, operations, recipes, or validity rules that:

Fail the approval of Pending Approval for Laboratory Use Status are assigned

the Status Revise for Laboratory Use.

Fail the approval of Request Approval for General Use Status are assigned the

Status Revise for General Use.

Refer to "Generating a Recipe and Validity Rule Automatically" for additional

information.

The following graphic depicts the previously described Status Approval Workflow:


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Disabling the Status Approval Workflow

The System Administrator must disable the Status Approval Workflow. If the workflow

is disabled, you can still change the Status of a recipe, formula, routing, operation, or

validity rule. However, the Status change does not initiate the Status ApprovalWorkflow.

Adding and Editing Status Codes

You can add to or edit the predefined status codes listed in this user's guide.

Modification or deletion of the predefined status codes that are supplied with the


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application may result in the Status Approval Workflow not running as described in

this documentation.

Do not delete predefined status codes since this could result in unexpected behavior of

the application.

You can use folders and flexfields with this window. See: Oracle Applications User's

Guide and Oracle Applications Flexfields Guide, respectively.

Prerequisites

Read the "Understanding the Status Approval Workflow" topic.

To add a new status code:

1. Navigate to the Status Codes window.

2.Choose New from the File menu. A new row appears for the new status code.

3. Enter a new Status Code number. The number entered is sorted into ascending

order with the other status codes when you save and reopen this window. Codes

entered between any two predefined codes, such as 101 to 199, or 201 to 299 are

included in the workflow associated with the predefined status code with the same

first digit. For example, if you enter the code 110, then it becomes part of the

workflow associated to Code 100. If you enter a code number 699, then it becomes

part of the workflow associated to Code 600. Predefined status codes are displayed

in the table at the end of this topic. Required.

4. Enter a brief explanation of the new status code in the Description field. Required.

5. Enter Meaning as the information to display on the Status field. Required.

6. Select Enable Version if the status code entered is version controlled.

7. Save the window.

8. Optionally, click Details to enter status details as described in the "Entering Status

Details" task.

The following are the required predefined status codes:

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