Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Application: Process: Objectives: Prerequisites: Inventory Min-Max Planning Setup and Run Min-Max Planning. 1. Define Planner 2. Identify Items for Min-Max Planning
Table Of Contents Set Up 3 Organization Min-Max Setup....................................................................................................................3 Subinventory Min-Max Setup 5 Min-Max Planning Report 9 Submit Request........................................................................................................................................11 Reading the Report 12
Overview
You must decide whether you will use Min-Max planning at the Organization or Subinventory level. If you plan at the Organization level, you will set up the planning attributes for your items in the item master setup. If you plan at the subinventory level, you will set up item/subinventory planning parameters.
Choose the General Planning tab To update the attributes of an existing item, click on Query, Enter; then enter the item number in the Item field and press Ctrl-F11. The form will appear as followings:
Inventory Planning Method: Planner: Make or Buy: Min-Max Quantity: Order Quantity: Source Type:
Source Organization/Subinventory:
Select Min-Max Enter a planner. Planner codes must be defined beforehand Select Make or Buy Enter the Minimum and Maximum inventory quantities Enter the Minimum and Maximum order quantities (Optional) Select from the list of values Supplier: generates purchase requisitions Organization: generates internal requisitions Subinventory: generates move order requisitions If you selected Source Type Inventory, you must designate an Organization from which to requisition replenishments. If you select Subinventory, you must enter a non-nettable subinventory. Non-MRP Planned Enter the standard package quantity for the item (Optional)
Retrieve all of your Subinventories by selecting View >Find All. Oracle will find all defined subinventories as shown below.
Select the subinventory Name for which you want to do min-max planning. Select the Item/Subinventories button. The Item Subinventories form appears showing the Planning tab.
Item: Description: Min-Max Planning: Min-Qty: Max Qty: Save your work.
Query and select or input the Item to be setup. The item description will default from the item. Select the Min Max Planning Box. Enter the Minimum Quantity. Enter the Maximum Quantity.
Enter the standard package quantity for the item (Optional) Enter a Minimum order quantity (optional). Enter a Maximum order quantity (optional).
Select supplier or inventory or subinventory Select sourcing organization (if type is inventory) Select sourcing subinventory (if type is inventory and Organization entered is the current Organization)
Select Subinventory or Organization Select a Subinventory (Only if Planning Level is Subinventory) Select all min-max planned items. Select all min-max planned items in the subinventory or items with on-hand balance under minimum quantity. Select all items over maximum quantity to see all the items with overstock position. Select an Item Category, by selecting the name of the item category. You can also plan for a range of category values within the specified item category set (Optional) Select any range of items to plan. This allows controlling the planning activity to a specific set of items you are interested in. (Optional) Select any range of planners to plan. This allows controlling the planning activity to a specific set of items you are interested in. (Optional)
Planners To/From:
Select your print and submission requirements by clicking on Options. You can schedule the report to run periodically and automatically inform the person responsible for it by filling the required data under Schedule and Completion Options. Submit Request If you selected to print then pick up your min-max report for review otherwise review the report on screen.
On Order is the sum of open purchase orders, requisitions, and internal orders and shipments scheduled for receipt prior to or on the Supply Cutoff Date. Orders referencing other subinventories, or with no subinventory specified, are not included if the report is run for a subinventory. Open Demand is the sum of open sales orders scheduled to ship prior to or on the
Demand Cutoff Date. Sales order demand referencing other subinventories, or without a specified subinventory, are not included if the report is run for a subinventory. If Total Available < Minimum Quantity, suggest a new order, where Minimum Quantity is the value for the Min-Max Minimum Quantity item attribute.
Order Quantity = Maximum Quantity - Total Available, adjusted for order quantity modifiers: Oracle Inventory revises the order quantity if necessary for the quantity to be a multiple of the fixed lot size multiplier. The order quantity must be greater than or equal to the minimum quantity, or Oracle Inventory revises the quantity upward to the minimum. The order quantity must be less than or equal to the maximum quantity, or Oracle Inventory revises the quantity down to the maximum.