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Understanding Planning BOMs vs. Product Families for Forecasting Efficiency

Explore the key variances between Planning BOMs and Product Families in generating forecasts for end items, including item definition, end item assignment, consumption, nesting, and maintenance methods. Learn when to use each approach and how to update Product Family percentages effectively.

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Understanding Planning BOMs vs. Product Families for Forecasting Efficiency

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

  2. 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)

  3. 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

  4. 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

  5. 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

  6. 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

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

  8. 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

  9. Compare Planning Bill with Product Family: Planning BOM

  10. Product Family item: Master Item Form

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

  12. 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

  13. Enter Forecast Set and Forecast

  14. Enter Forecast

  15. Content

  16. Forecast copy/merge: Note: Recommend different destination forecast

  17. Review Exploded forecast results

  18. Forecast Result

  19. Enter and Book Sales order for member item

  20. Check Forecast Consumption After planning manager executes

  21. Select (B) Forecast items

  22. Select (B) Detail: Select (B) Consumptions

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

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

  25. 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

  26. 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

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

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

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

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

  31. Product Family Setup Tasks

  32. Product Family Setup Tasks:

  33. Sample Forecast Maintenance Process: Resulting MDS file used in MPS

  34. References: • Oracle Flow Manufacturing Implementation Guide • Oracle Flow Manufacturing User Guide • Oracle Bills of Material User Guide • METALINK Note: 200797.1: Plan by Product Family Assembly or Model: Last revised 16 April 2004.

  35. Contact Information • Jerry Edwards • jkedwards2002@hotmail.com • 650-799-6699 (Cell)

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