Create Bill of Resource

Create Bill Of Resources

This page allows you to create a bill of resource for a logical group of items or planning groups that has similar planning requirements. Tell me more

Select the “Create Bill Of Resource” link under the “Process Model” business component.

The “Create Bill Of Resource” page appears.

Enter the following fields:

Bill Of Resource	The unique number identifying the bill of resource entered manually. Mandatory. A Bill of resource is defined as a list of required capacity on key resources needed to manufacture a unit of selected item. Bill of resources is used for RCCP.
	Help facility available.

Click “Get” pushbutton to retrieve the bill of resource details.
Enter the following fields:

Desc.	The description of the bill of resource.
	Zoom facility available.
Status	Use the drop-down list box to select the status of the bill of resource. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Active” by default on launch of the page. The options available are
	Active – indicates valid bill of resource.
	Draft – indicates incomplete bill of resource.
	Inactive – indicates invalid bill of resource.

Note: The status can be modified through the “Edit Bill of Resource” screen.

Maintained By	Use the drop-down list box to select the “Maintained By” control units for which the login user has “Transaction” and/or “View” access permissions. Mandatory. The system retrieves the control units from the “Organization Model” business component. The system displays the default value based on the value saved through the save template field. Otherwise, the system displays the “Default Maintained By” defined for the login user.
Prodn. Controller	Use the drop-down list box to select the production controllers control units for which the login user has “Transaction” permission. Mandatory. The system retrieves the control units from the “Organization Model” business component. The system displays the default value based on the value saved through the save template field. Otherwise, the system displays the “Default Production controller” defined for the login user.
Prodn. UOM	The production unit of measure in which the output item of the process plan is produced. Mandatory. The UOM should be valid in the UOM administration business component.
	Help facility available.
Plg. Group	The code identifying the planning group. Planning group is a code referring to an artificial set of items that have almost similar characteristics and planning parameters, used to facilitate master scheduling and material planning. If planning group is specified, then the item code should not be specified.
	Press <Enter> key.
	The planning group should be in “Active” status. For the specified planning group, the system retrieves the planning group description and plant.
	Help facility available.

The system displays the following:

Desc.	The description of the planning group.
	Zoom facility available.

Enter the following:

Use Offset	Select the checkbox to indicate the use of offset during rough-cut capacity planning (RCCP). By choosing offset you can activate the time (in percentage of the manufacturing lead time of the item or planning group) when a specified resource would be needed. The system leaves the box “Unchecked” by default on launch of the page.
Item Code	The code identifying the item for which the Bill of resource is being prepared. If item code is specified, then the planning group should not be specified.
	Press <Enter> key.
	The item code should exist and should be in “Active” status. The item should have been defined in the warehouse Organization Unit to which Process Model Organization Unit is mapped. The system retrieves the item details for the specified item.
	Help facility available.

The system displays the following:

Desc.	The description of the item.
	Zoom facility available.

Enter the following:

Plant	Use the drop-down list box to select the valid plants. The system retrieves all the warehouses Organization Unit to which Process Model Organization Unit is mapped. The system displays the “Warehouse OU” by default on launch of the page.
Bill Of Resource Type	Use the drop-down list box to select the user-defined types of the bill of resource. The system retrieves the types from the Create Types page of the “Organization Model” business component. The system displays the default value based on the value saved through the save template field. Otherwise, the system displays the “Blank” defined for the login user.
Std. Order Qty.	The standard quantity of the item or planning group for which requirements of the bill of resource have been defined. It is the quantity of a particular item that is ordered from the plant or a supplier or issued as a standard quantity to the production process.
Use Item Lead Time	Select the checkbox to indicate the use of the item lead-time during the rough-cut capacity planning (RCCP). The system leaves the box “Unchecked” by default on launch of the page.
Save Template	Select the check box to save the default fields like Status, Bill of Resource Type, Maintained By, Production Controller that can be viewed when the user revisits the screen. If the defaults (if any) exist then the system retrieves the defaults saved earlier.

The system displays the following detail in the “Resource Details” multiline:

Res Seq.

The sequence number identifying the position sequence of the resource attached to the bill of resource automatically generated by the system.

Enter the following details in the “Resource Details” multiline:

Resource No.	The number identifying the resource. Mandatory
	Press <Enter> key.
	The resource should not be left blank and should exist in the resource master. The resource should be valid and should be in “Active” status. The system retrieves the resource details for the resource.
	Help facility available.
Activity Desc.	The description of the activity. Mandatory
Cap Units Reqd.	The capacity units required of the resource. Mandatory. The capacity units should not be left blank and should be greater than zero.
Capacity Basis	Use the drop down list box to select the capacity basis. The system displays "Fixed" by default on launch of the page. The options available are:
	Fixed – indicates that the capacity of the resource required is fixed.
	Variable – indicates that the capacity of the resource required is variable.
Run Time	The time required for actual processing of items or the time required for the run sub-activity of an activity selected. Mandatory. The run time should not be blank and should be greater than zero.
Time UOM	Use the drop-down list box to select the time unit of measure of the run time field. Mandatory. You can select from “Hrs”, “Mins”, “Secs” or “Days” . The system displays “Hrs” by default on launch of the page.
Run Qty.	The quantity of the output item of the activity that can be produced in the time specified in Run Time. Mandatory. The run quantity should not be blank and should be greater than zero.
Activity Basis	Use the drop-down list box to select the activity basis. Activity Basis is used to arrive at time required for completing a job or work order. You can select from “Fixed” or “Variable”. The system displays “Variable” by default on launch of the page.
Offset	The time (in percentage of the manufacturing lead time of the item/Planning group) when the Requirements on the specified Resource would arise.
PP Usage Qty.	The usage quantity is identified when more than one critical resource exists at different levels of the product structure and planning has to be done at higher level (RCCP). In such case, the resource requirements at the lower level need to be converted to the net resource requirements at the higher level. The PP usage quantity is the required quantity of the of the child item, corresponding to the parent, that is to be used in the calculation of capacity requirements of resources.

The system displays the following in the “Resource Details” multiline:

Total Time

The total time of the activity. The time is calculated depending upon the number of times the lot size or standard order qty is greater than or equal to the Run Qty. This number is multiplied with the Run Time field to arrive at the total time.

Enter the following in the “Resource Details” multiline:

Source Item Code

The code identifying the item. This field is identified when more than one critical resource exists at different levels of the product structure and planning has to be done at higher level (RCCP). In such case, the resource requirements at the lower levels need to be converted to the net resource requirements at the higher levels. The source item is that item at the lower level, which requires a critical resource.

Entry Type

Use the drop-down list box to select the entry types. You can select “Manual” and this value is set as the default value.

Click the “Get” pushbutton to retrieve the resource details in the multiline.

Check the box in the “Select” column to select the resource details for creating the bill of resource details.

Click the “Create Bill Of Resources” pushbutton to create the bill of resource.

The system ensures that the login user has “All” permission to the “Maintained By " control unit of the bill of resource. The bill of resource cannot be created in “Inactive” status. The system checks the status of the bill of resource. If the status is “Draft”, then the system creates a link with the planning bill if the bill of resource has been defined for a planning group for the same plant and uom. The system also saves the details with PP status as “Draft”. The system ensures that at least one row in the multiline should be present. The system saves the bill of resource details.

The login user ID and the system date are updated in the “Created By” and “Created Date” fields.

To proceed, carry out the following

Select the “Edit Bill of Resources” link at the bottom of the page to modify the bill of resource details.
Select the “Attach Notes” link at the bottom of the page to attach notes.

The system displays the following:

Created By	The login user ID of the person who has created the bill of resource.
Created Date	The date on which the bill of resource was created.

Create Bill of Resources – An overview

The planner may or may not have access to the production planning. In such a case, you need to prepare the bill of resources for the planning group or the item code. The bill of resource is used in the planning layer to plan for the resources and the activities attached to the planning group or the item code.

You can capture the resource and the activity details by entering the same in the multiline. The capacity and time details also forms a part of the definition. A bill is identified as belonging to a particular user defined type. These types help in finding when details on a particular bill of resource are required. A bill of resource is similar to process plan that identifies the activities and their arrangement during actual production.

You can make use of this screen to determine the bill of resource to be created for a group of resources for long term planning either for a planning group or an item. Necessary help screens are provided to search and retrieve the bill of resource, planning group, item, production unit of measure and resource details. On entering the necessary details, you can create the bill of resource for a planning group or an item.

Prerequisites

Mandatory

Maintained by should have been defined in the “Create Control Unit”activity of the “Organisation Model” business component.

Production Controller should have been defined in the “Create Control Unit” activity of the “Organisation Model” business component.

Production UOM should have been defined in the “Create UOM” activity of the “UOM Administration” business component.

Resource No should have been defined in the “Create Resource” activity of the “Process Model” business component.

Optional

Planning Group should have been defined in the “Create Planning Group”activity of the “Item Administration” business component.

Item Code should have been defined in the “Maintain Item – Basic Information”activity of the “Item Administration” business component.

Bill of Resource Type should have been defined in the “Create Types” activity of the “Organization Model” business component.