Oracle

Process
ManufacturingPlacing
and
Releasing a Batch
Hold
Release12.2.5+

An Oracle White Paper

August 2015

Disclaimer
The following is intended to outline our general product direction. It is intended for information purposes
only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing decisions. The development, release,
and timing of any features or functionality described for Oracles products remains at the sole discretion of
Oracle

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Table of Contents
1. OVERVIEW ............................................................................................................................................................................................................................................................ 3
2. CHANGES IN FORM AS PART OF BATCH HOLD ........................................................................................................................................................................... 4
3. VALIDATIONS ON BATCH HOLD CREATION AND RELEASE ................................................................................................................................................. 4
4. DEFINING A NEW HOLD REASON.......................................................................................................................................................................................................... 5
5. HOLD APPLICABILITY ON DIFFERENT BATCH STATUS .......................................................................................................................................................... 6
6. LIST OF ACTIONS THAT ARE ALLOWED AND DISALLOWED WHEN THE BATCH IS ONHOLD ........................................................................ 6
7. CREATING A BATCH HOLD ........................................................................................................................................................................................................................ 8
8. RELEASE A BATCH HOLD ........................................................................................................................................................................................................................ 11
9. BATCH HOLD (PAUSE AND STOP)-ACTIONS AND TRANSACTIONS............................................................................................................................. 15

9.1 Batch and Step actions when the batch is on Hold Type Pause .................................................... 15
9.2 Batch and Step actions when the batch is on Hold Type Stop....................................................... 16
9.3 Batch Transactions (Material) when the batch is on Hold Type Pause ......................................... 18
10. VIEWING HOLD HISTORY FOR A BATCH ..................................................................................................................................................................................... 22
SUMMARY ............................................................................................................................................................................................................................................................... 23

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1. Overview
Oracle Process manufacturers produce materials throughout their plants, sometimes there is a need to
hold the process for a number of reasons like machine breakdown, Material shortage, delay in In-process
quality sample approval, supervisor / plant manager approval and sales order cancel etc..When one of
these events takes place, users can put a batch on hold to stop further processing until the issue is
resolved. Then the hold can be removed and the manufacturing process can continue.

There are two types of Hold based on the issue.

Pause: In this mode, the batch can be paused for a short period of time for functions such as
waiting for an approval from production supervisor / plant manager / QA manager etc... In this
mode, material and resource transactions can be recorded (if the transactions are not in hold
period), downstream operations can be rescheduled.

Stop: In this mode, no transactions like Material, resource, batch and step actions are allowed ,
until the hold is released and Hold Type is changed to No Hold

This document aims to explain the following in detail:

Changes in forms as part of Batch hold

Validations on Batch hold creation and release

Defining a new Hold Reason

Hold applicability on different batch status

List of actions that are allowed and disallowed as part of batch hold

Creating a Batch Hold

Releasing a batch hold

Batch Hold (Pause and Stop)-Actions and Transactions

Viewing Hold History for Batch

Process flow

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2. Changes in form as part of Batch hold

Batch Details window:
A new field Hold Type is added to deal with the hold functionality

3. Validations on Batch hold creation and release

The following validations are ensured while batch is created.

Batch can be put on only one active hold at any time.

The system date is treated as the default start date of hold. It is a read only field.

The end date is disabled while holding a batch.

You can specify an end date while removing a batch from hold.

The end date should be greater than the start date and cannot be later than the current date.

If there is an active hold, the hold reason is displayed (at Hold Release / Hold History) and the
start date becomes read only.

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4. Defining a New Hold Reason

While placing a batch on hold, you must select an appropriate reason for placing the batch on hold from
the list. If you do not find a suitable reason in the list, you can define a new hold reason using the
Lookups

To define a new hold reason

Navigation: Production Supervisor > Others > Lookups
1. Navigate to Lookups window
2. Search and Select type GME_BATCH_ONHOLD_REASON
3. In the Lookup Codes section, click the Add Another Row icon.
4. Enter a valid Code, enter a valid lookup Meaning and a brief Description for your lookup.
7. Optionally, enter a Tag to describe your lookup.
8. Effective Date From defaults to system date
9. Select or clear the Enabled check box to indicate whether applications can use your
Lookup. If you do not select this check box, users cannot insert additional records using
Your lookup, but can query records that already use this Lookup.
10. Save the work

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5. Hold applicability on different batch status

The following table explains the hold applicability on different batch status

Batch Status

Hold Mode :No Hold (Default value)

Hold Mode: Pause

Hold Mode: Stop

Pending

Yes

Yes

Yes

WIP

Yes

Yes

Yes

Complete

Yes

Yes

Yes

Closed /

Yes

No

No

Canceled /
Terminated

6. List of Actions that are allowed and disallowed when the batch is onhold
The following table lists the actions that are allowed and disallowed when the batch is onhold
Action

Hold Mode: Pause

Hold Mode: Stop

Yes

No

Transactions (Material / Reservation): New and Old

Transaction corrections which are not recorded in hold
period

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Reservations / Picking / Move Orders

Yes

No

Planning

Yes

No

Material Substitution

Yes

No

Pending Product lots : Create / Update / Delete

Yes

No

Outside Processing Resource Transactions update on

No

No

Batch Actions : Release

No

No

Batch Actions : Cancel

No

No

Batch Actions : Complete

No

No

Batch Actions : Close

No

No

Batch Actions : Reroute

No

No

Batch Actions : Scaling

Yes

No

Batch Actions : Terminate

No

No

Batch Actions : Reschedule

Yes

No

Batch Actions : Reopen Batch

No

No

Batch Actions : Revert to WIP

No

No

Batch Step Actions : Release Step

No

No

Batch Step Actions : Unrelease Step

No

No

Batch Step Actions : Complete Step

No

No

Batch Step Actions : Revert to WIP

No

No

Batch Step Actions : Close Step

No

No

Batch Step Actions : Reopen Step

No

No

Batch Additions / Deletions : Ingredients / Products /

Yes

No

Batch Additions / Deletions : Batch Steps

Yes

No

Batch Additions / Deletions : Step Activities

Yes

No

Batch Additions / Deletions : Resources

Yes

No

receiving

Byproducts

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Batch Additions / Deletions : Process Parameters

No

Integrations with MES - Dispensing

No

No

Integrations with MES Process Instructions

No

No

Integration with Process Quality Sample Creation

Yes

Yes

Integration with Process Quality Results entry

Yes

Yes

Integration with Discrete Quality Non Conformance

Yes

Yes

7. Creating a Batch Hold

Oracle Process Manufacturing (OPM) Process Execution batches can have a number of different
statuses, from creation of the batch to the close of the batch. You can place a batch on Hold for a number
of different reasons before the batch is allowed to be further processed. A batch can be placed on hold in
any status except a batch with closed, cancelled or terminated (Completed- Terminated indicator
enabled) status. While placing a batch on hold, you must select appropriate hold mode, reason for placing
the batch on hold and any additional information that may be required

Prerequisites
Create a batch
Perform a search for the batch using the Find Batches window
To Place a batch on Hold
Navigation: Production Supervisor > Batch Details > Tools | Hold
1. Navigate to the Batch Details window.
2. From the Tools menu, select Hold. The Batch Onhold window appears.
3. Select the Hold Type from the list. The available options are Pause and Stop.
4. Select an appropriate Hold Reason from the list.
5. Start Date is defaulted to current system date.
6. Enter any additional information in the Hold Comments field.
7. Click OK to place the batch on hold.
8. Click Cancel to discard your changes and return to the Batch Details window.
Note: Creation of batch hold supports the e-record, provided
oracle.apps.gme.batch.hold and transaction type GME ERES Batch Hold.

new

business

Event

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Batch window Hold Type (Default) No Hold

Batch Details window

To Apply Hold

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Batch onhold window

Batch Status Pause

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To create the Hold Type Stop also, you can follow the above section.

8. Release a Batch Hold

Once a batch is placed on hold, the further processing of the batch is paused or completely stopped,
depending on the hold type, till the time hold is released. Once the hold reason is resolved, you can
release the hold and further processing of the batch is allowed.
If you want to change the hold type for a batch from existing hold to another hold, you must first
release the hold and change the status to No Hold and then again place the batch on hold as per the
requirement

Prerequisites
Create a batch
Create a batch hold
Perform a search for the batch using the Find Batches window

To release a batch hold

1. Navigate to the Batch Details window.
2. From the Tools menu, select Hold Release. The Batch Onhold window appears.
3. Hold Type displays the current hold type for the batch.

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4. Hold Reason displays the reason which you selected while placing the batch on hold.
5. Start Date displays the date on which the batch was placed on hold.
6. Hold Comments displays additional information that you entered while placing the batch on hold.
7. Enter any additional information in the Release Comments field.
8. End Date is defaulted to current system date. (It is greater than the Start Date of hold)
9. Click OK to release the batch hold, once release is successful Hold Type changed to No Hold.
10. Click Cancel to discard your changes and return to the Batch Details window.
Note: Releasing of batch hold supports the e-record, provided new business
oracle.apps.gme.batch.holdrelease and transaction type GME ERES Batch Hold Release

Event

Batch with Hold type Pause

Release Hold

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9. Batch Hold (Pause and Stop)-Actions and Transactions

9.1 Batch and Step actions when the batch is on Hold Type Pause
PS: Refer the section List of Actions that are allowed and disallowed when the batch is onhold When the
Batch is on Hold Type Pause the following Batch Actions are not allowed

Batch Actions

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Batch Step Actions

9.2 Batch and Step actions when the batch is on Hold Type Stop
PS: Refer the section List of Actions that are allowed and disallowed when the batch is onhold When the
Batch is on Hold Type Stop the following Batch Actions are not allowed
Batch Hold Type Stop

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Batch Actions

Batch Step Actions

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9.3 Batch Transactions (Material) when the batch is on Hold Type Pause

When the batch is on Hold (Pause / Stop) within the hold period, material transactions are not allowed.

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Material Transactions within the hold period

Release Hold and progress the material transaction

Refer the section Release a Batch Hold to release the hold
Hold Start and End Dates

Batch Hold Type No Hold

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Batch Material Transactions (after the hold is released)

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For Resource transaction also above said transactions date validations are applicable.

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10. Viewing Hold History for a Batch

The Hold History button provides access to the Hold History window for the selected batch. While creating
or releasing a batch hold, you can view the dates and reasons for holding or releasing the batch. This
window displays and allows you to review all the details for the selected batch that were entered at the
time of creating or releasing a hold such as hold type, hold reason, start date, end date, hold comments
and release comments.

To view hold history for a batch

Navigation: Production Supervisor > Batch Details (Find Batches) >Tools > Hold | Hold Release
1. Navigate to the Batch Onhold window.
2. Click the Hold History button. The Hold History window appears and displays all the
Details of the selected batch.

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Summary
We recommend you to use this document as a guide to understand the Batch Hold functionality. Some of
the functionalities like changes in forms as part of Batch Hold, creation of Lookups, creation of Hold,
releasing Hold and viewing Hold history.

This document also covers functional setup and transactional information for functional users who users
the EBS application and given data is as per current design till August 2015, any changes for the
current design after this date may require changes accordingly in this also and no technical information is
given.

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Oracle Process Manufacturing Batch Hold

August 2015.
Author: Tummala Ramarao
Oracle Corporation
World Headquarters
500 Oracle Parkway
Redwood Shores, CA 94065
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Worldwide Inquiries:
Phone: +1.650.506.7000
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Author contact
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Website: oracle.com
Copyright 2015, Oracle. All rights reserved.

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