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Configurator Integration with Oracle Process Manufacturing

Stuart Patsos, Vice President of IT, Macsteel Service Centers USA
Sri Ayyeppen, Vice President and CTO, Keste
About MacSteel
  32 locations throughout North America,
  One of the largest inventories of metals in the service center industry.
  Processes and distributes
   –   carbon,
   –   stainless,
   –   aluminum and
   –   specialty metals
  customers throughout North America and Puerto Rico.
  Products include a full range of flat rolled, plate, tubing, pipe, bar and
  structural
  supplies a full range of steel building products, coated and pre-painted
  metals.

                          http://www.macsteelusa.com/



                               Confidential and Proprietary
                                   © 2010 Keste, LLC
Project Background
  Macsteel was in a middle of an Oracle Implementation (EBS R12.1)
  Primary model was to have Order Processing and Management integrated
  to Oracle Process Manufacturing through complex extensions
  Oracle Configurator based process was not considered as part of the
  solution
  Oracle proposed Oracle Configurator as an option that could offer well
  defined process around
   – Configuring Metal products based on customer specified dimensions
      (Slitting coils, cutting beams etc.)
   – Each metal product has a different dimension set (Coils are measured
      by Length X Width X Thickness, Beams are measured in Length X
      Height X Width etc)
   – Other customer specific preferences
   – Integration with Process Manufacturing
  Keste was engaged as a Partner

                           Confidential and Proprietary
                               © 2010 Keste, LLC
Challenges
  No out of box functionality to match existing configurations
  that is required to be based on advanced product catalog
  attributes
  No seamless integration between Oracle Configurator and
  Oracle Process Manufacturing Out of the Box
  Inability to invoke Oracle Configurator during order intake
  without an existing BOM being pre-created




                        Confidential and Proprietary
                            © 2010 Keste, LLC
Project Approach
  Simple Prototype solution to prove the concept first
  before going too deep
  Site Visit to a Aluminum Manufacturing plant in TN
  Mapping the Configuration process very flexible to
  enable new product offering in the future as product
  specifications change frequently




                    Confidential and Proprietary
                        © 2010 Keste, LLC
Business Requirements
  Capture the customer specified product dimensions
  Create inventory items dynamically based on the product dimensions if an
  inventory item does not exist with the specified dimensions
  If an inventory item exists with the specified dimensions, reuse the same
  inventory item
  Invoke this functionality to create or reuse inventory items from various
  hosting forms (Sales Order Form, Purchase Order Form, Batch Form,
  Planning Workbench Form, Quick Quote Form, Sales Order Agreement
  Form)
  If the invoking form is Sales Order, add the newly created/reused
  inventory item to the next available Sales Order Line.
  Create OPM (Oracle Process Manufacturing) formula and recipe for the
  newly created inventory item




                           Confidential and Proprietary
                               © 2010 Keste, LLC
Order Entry Process Flow



                                                     Key Aspect of the
                                                  integration where the
                                                    formula is created




                   Confidential and Proprietary
                       © 2010 Keste, LLC
CZ Invocation from Form
 Created a menu option with a JSP function call. The JSP contained the
 necessary CZ initialization parameters.




                           Confidential and Proprietary
                               © 2010 Keste, LLC
Configuration Flow – Step 1
  Step 1 – Search a Base Item to fetch the correct dimension set




                           Confidential and Proprietary
                               © 2010 Keste, LLC
Configuration Flow – Step 2
  Step 2 – Select a Base Item




                        Confidential and Proprietary
                            © 2010 Keste, LLC
Configuration Flow – Step 3/4
Step 3 – Enter the dimensions




Step 4 – Create Item and OPM formula/recipe




                          Confidential and Proprietary
                              © 2010 Keste, LLC
Inventory Item Creation
  OPM Item created in Oracle Inventory




                           Confidential and Proprietary
                               © 2010 Keste, LLC
Project Timeline
  Oracle Configurator implemented in roughly 6-8
  weeks
  5-6 key product lines
  Phase 1 live in 4 weeks after CRP2, UAT processes
  Jan 2010 Live!
  Keste Resources
   – 1 Configurator Process Architect – Part Time as needed
   – 1 Configurator Functional Consultant
   – 1 Configurator Integration Technical
  System in Production for more than 8 months!

                       Confidential and Proprietary
                           © 2010 Keste, LLC
Keste Value Add
  Organic project phasing from initial prototype to final
  implementation
  Creative design to invoke Oracle Configurator from
  multiple domains without an existing BOM
  Effective project management
  – Timely delivery against an aggressive schedule
  – Proactive communication with Macsteel management and
    business users




                     Confidential and Proprietary
                         © 2010 Keste, LLC
Business Benefits
  Unified and agile User Experience
   –   Product agnostic
   –   Standard/Non standard Item Type agnostic
   –   Quick orders with accuracy
   –   Domain agnostic
  Leveraged Configurator efficiently from multiple domains
   – Better User experience
   – Efficient Search Process
  Demarcation of Order Entry/Manufacturing
   – Provided flexibility within its own domain area
  Ease in Inventory Management
   – Dynamic creation of inventory item based on business rules
   – Quick item /OPM formula creation within 140+ organizations
  Efficient touch points between
   – Order Entry <-> Inventory Management
   – Manufacturing(OPM) <-> Inventory Management


                                Confidential and Proprietary
                                    © 2010 Keste, LLC
Future Plans




               Confidential and Proprietary
                   © 2010 Keste, LLC
Stuart Patsos
                                            Vice President of IT
                                                      Macsteel

                                                   Sri Ayyeppen
                                        Vice President and CTO
                                                          Keste




Questions?



         Confidential and Proprietary
             © 2010 Keste, LLC

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Oracle Configurator integration with oracle process manufacturing (OPM)

  • 1. Configurator Integration with Oracle Process Manufacturing Stuart Patsos, Vice President of IT, Macsteel Service Centers USA Sri Ayyeppen, Vice President and CTO, Keste
  • 2. About MacSteel 32 locations throughout North America, One of the largest inventories of metals in the service center industry. Processes and distributes – carbon, – stainless, – aluminum and – specialty metals customers throughout North America and Puerto Rico. Products include a full range of flat rolled, plate, tubing, pipe, bar and structural supplies a full range of steel building products, coated and pre-painted metals. http://www.macsteelusa.com/ Confidential and Proprietary © 2010 Keste, LLC
  • 3. Project Background Macsteel was in a middle of an Oracle Implementation (EBS R12.1) Primary model was to have Order Processing and Management integrated to Oracle Process Manufacturing through complex extensions Oracle Configurator based process was not considered as part of the solution Oracle proposed Oracle Configurator as an option that could offer well defined process around – Configuring Metal products based on customer specified dimensions (Slitting coils, cutting beams etc.) – Each metal product has a different dimension set (Coils are measured by Length X Width X Thickness, Beams are measured in Length X Height X Width etc) – Other customer specific preferences – Integration with Process Manufacturing Keste was engaged as a Partner Confidential and Proprietary © 2010 Keste, LLC
  • 4. Challenges No out of box functionality to match existing configurations that is required to be based on advanced product catalog attributes No seamless integration between Oracle Configurator and Oracle Process Manufacturing Out of the Box Inability to invoke Oracle Configurator during order intake without an existing BOM being pre-created Confidential and Proprietary © 2010 Keste, LLC
  • 5. Project Approach Simple Prototype solution to prove the concept first before going too deep Site Visit to a Aluminum Manufacturing plant in TN Mapping the Configuration process very flexible to enable new product offering in the future as product specifications change frequently Confidential and Proprietary © 2010 Keste, LLC
  • 6. Business Requirements Capture the customer specified product dimensions Create inventory items dynamically based on the product dimensions if an inventory item does not exist with the specified dimensions If an inventory item exists with the specified dimensions, reuse the same inventory item Invoke this functionality to create or reuse inventory items from various hosting forms (Sales Order Form, Purchase Order Form, Batch Form, Planning Workbench Form, Quick Quote Form, Sales Order Agreement Form) If the invoking form is Sales Order, add the newly created/reused inventory item to the next available Sales Order Line. Create OPM (Oracle Process Manufacturing) formula and recipe for the newly created inventory item Confidential and Proprietary © 2010 Keste, LLC
  • 7. Order Entry Process Flow Key Aspect of the integration where the formula is created Confidential and Proprietary © 2010 Keste, LLC
  • 8. CZ Invocation from Form Created a menu option with a JSP function call. The JSP contained the necessary CZ initialization parameters. Confidential and Proprietary © 2010 Keste, LLC
  • 9. Configuration Flow – Step 1 Step 1 – Search a Base Item to fetch the correct dimension set Confidential and Proprietary © 2010 Keste, LLC
  • 10. Configuration Flow – Step 2 Step 2 – Select a Base Item Confidential and Proprietary © 2010 Keste, LLC
  • 11. Configuration Flow – Step 3/4 Step 3 – Enter the dimensions Step 4 – Create Item and OPM formula/recipe Confidential and Proprietary © 2010 Keste, LLC
  • 12. Inventory Item Creation OPM Item created in Oracle Inventory Confidential and Proprietary © 2010 Keste, LLC
  • 13. Project Timeline Oracle Configurator implemented in roughly 6-8 weeks 5-6 key product lines Phase 1 live in 4 weeks after CRP2, UAT processes Jan 2010 Live! Keste Resources – 1 Configurator Process Architect – Part Time as needed – 1 Configurator Functional Consultant – 1 Configurator Integration Technical System in Production for more than 8 months! Confidential and Proprietary © 2010 Keste, LLC
  • 14. Keste Value Add Organic project phasing from initial prototype to final implementation Creative design to invoke Oracle Configurator from multiple domains without an existing BOM Effective project management – Timely delivery against an aggressive schedule – Proactive communication with Macsteel management and business users Confidential and Proprietary © 2010 Keste, LLC
  • 15. Business Benefits Unified and agile User Experience – Product agnostic – Standard/Non standard Item Type agnostic – Quick orders with accuracy – Domain agnostic Leveraged Configurator efficiently from multiple domains – Better User experience – Efficient Search Process Demarcation of Order Entry/Manufacturing – Provided flexibility within its own domain area Ease in Inventory Management – Dynamic creation of inventory item based on business rules – Quick item /OPM formula creation within 140+ organizations Efficient touch points between – Order Entry <-> Inventory Management – Manufacturing(OPM) <-> Inventory Management Confidential and Proprietary © 2010 Keste, LLC
  • 16. Future Plans Confidential and Proprietary © 2010 Keste, LLC
  • 17. Stuart Patsos Vice President of IT Macsteel Sri Ayyeppen Vice President and CTO Keste Questions? Confidential and Proprietary © 2010 Keste, LLC