Quick Review on MRP setups....

Introduction Setting up the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning modules is easy. Determining how your business will leverage the features is the hard part. !his document can be used as a guide during your implementation.

"efore you set up Oracle Supply Chain Planning you must complete the setup for the following# products# Oracle $nventory Oracle Purchasing Oracle "ills of Material Oracle %or& in Process Oracle Pro'ect Manufacturing

Planning Setup Checklist Re(uired steps for System )dministration *eneral +edger $nventory Purchasing "ills of Material and %$P modules need to be completed before Planning is setup. The following steps need to be completed in the order shown Step ! Define your Master Scheduling/MRP Setup Parameters ,Re(uired.)//Supply Chain Planning/Setup/Parameters or .)//Material Planning/Setup/Parameters 0ou can override the e1ecution defaults when defining the MPS MRP or DRP for your organi2ation,s-. !o have all past due demand ,sales orders forecast etc.- reflected in your plans select .ull for

$nclude MDS Days. 3ntering a value will limit the past due information visible in the Plan. Step " Define your Deliver4to +ocations ,Optional.)//$nventory/Setup/Organi2ations/+ocations Step # Define your 3mployees ,Optional.)//%or& $n Progress/Setup/3mployees .ote# 3nter 3mployees through 5uman Resources if installed. ) re(uired step when implementing planning recommendations from the Planner %or&bench ,Step 67-. Step $ Set Profile Options ,Re(uired with Defaults.)//Profiles/System/8ind MRP .ote# 9se the Sysadmin Responsibility. !he value for Snapshot %or&ers can be increased depending on the number of items being planned. 9se the following formula to determine how many Standard Managers are re(uired to support the process. !he value for the Planning Manager Ma1 %or&ers should not be more than the number of Standard Managers. ,Snapshot wor&ers value :6- ; < = > of Standard Managers ,6:6- ; < = ? Standard Managers Recommended initial values# MRP#3nvironment variable to set path for MRP files .ull/"lan& MRP#Planning Manager Ma1 %or&ers MRP#Retain Dates within Calendar "oundary MRP#Snapshot %or&ers MRP#9se Direct +oad Option 6 .o @ 0es

Step % Define your 8orecast Sets ,Optional.)//Supply Chain Planning/8orecast/Sets .)//Material Planning/8orecast/Sets Step & Define your Master Demand Schedules ,MDS-,Optional.)//Supply Chain Planning/MDS/.ames .)//Material Planning/MDS/.ames Step ' Define your Master Production Schedules ,MPS- ,Optional.)//Supply Chain Planning/MPS/.ames .)//Material Planning/MPS/.ames Step ( Define your Material Re(uirements Plans ,MRP-A Define your Distribution Re(uirements Plans ,DRP- ,Optional.)//Supply Chain Planning/MRP/.ames .)//Supply Chain Planning/DRP/.ames .)//Material Planning/MRP/.ames Step !) Define your Sourcing Rules or "ills of Distribution ,"OD.)//Supply Chain Planning/Sourcing .ote# %hen you select )ll Orgs for your Sourcing Rule it can be used by all organi2ations when defining an )ssignment Set. ) +ocal Sourcing Rule would only have the Org selected and can only be used by the defining organi2ation. !he Planning )ctive bo1 will only be chec&ed if the allocation B = 7CC. !he planning process will not use the rule unless the Planning )ctive bo1 is chec&ed

Step !! Create your )ssignment Sets .)//Supply Chain Planning /Sourcing/)ssignSourcing Rules/"OD .ote# ) +ocal Sourcing Rule assigned at the $tem4Organi2ation level overrides all others for that item. Step !" Define your $nter4organi2ation Shipping .etwor& .)//$nventory/Setup/Organi2ations/Shipping .etwor& Step !# Define Shipping Methods and associated intransit lead times .)//$nventory/Setup/Organi2ation/Shipping Methods .)//$nventory/Setup/Organi2ation/Shipping .etwor& Special Menu# Shipping Methods $ntransit !imes Step !$ Run the $nformation )udit ,Optional4highly recommended.)//Supply Chain Planning/Reports/)udit $nformation Report .)//Material Planning/Reports/)udit $nformation Report Step !% Define your Planning Parameters ,Re(uired.O!3# this is a duplicate of Step 7. Step !& Start the Planning Manager ,Re(uired.)//Supply Chain Planning/Setup/Planning Manager or .)//Material Planning/Setup/Planning Manager ,See screen shot belowA the active bo1 should be chec&ed and you should see current messagesStep !'

Define your Planners ,Optional.)//$nventory/Setup/Planners Step !( Define your Planning 31ception Sets ,Optional.)//Supply Chain Planning/Setup/31ception Sets Or .)// Material Planning/Setup/31ception Sets Step !* Define your Demand Classes ,Optional.)//Supply Chain Planning/Setup/Demand Classes OR .)//Material Planning/Setup/Demand Classes .ote# Selecting a Demand Class when defining your MDS or MPS restricts data seen in the schedules. Only Sales Orders with the demand class entered at the line level will be included in your MDS. Only Discrete Dobs with the demand class added ,.)//%$P/Discrete/Discrete Dobs/More- will be included in your MPS. Step ") Create Source +ists ,Optional.)//Supply Chain Planning/8orecast or MDS or MPS /Source +ist .)//Material Planning/8orecast or MDS or MPS/Source +ist

Step "! Set 9p Planner %or&bench ,Re(uired8or instructions see# Setting 9p Planner %or&bench# Oracle Master Scheduling/MRP and Supply Chain Planning 9serEs *uide Release 77# page 746?. Step "" Set 9p for Supplier Planned $nventories ,Optional- 8or instructions on setting up Supplier Planned $nventories see the prere(uisites in

Oracle Master Scheduling/MRP and Oracle Supply Chain Planning 9serEs *uide Release 77 page F4?.

+hat,s not in !!i and available in R!" short notes

1- Sub Ledger accounting

2- Enhanced Reporting Currency

3- Deferec COGS and revenue matching

- !O"C !u#ti Org "cce$$

%- &nified 'nventory ( O)! 'nventory and Orac#e inventory unified in $ing#e ver$ion $o O)! a#$o can u$e *!'

+- ,i-ed Component u$age !ateria# enhancement in .O! $etup #eve# irre$pective of #ot $i/e

0- Component 1ie#d ca#cu#ation method$

2- )rofe$$iona# buyer$ 3or4center

5- 'tem Orderab#ity ( 6hich cu$tomer can order 3hich item7

18- Ca$cading attribute$ ( that i$ if you change in header #eve# that9$ automatica##y app#ie$ in #ine #eve7

11- Cu$tomer Credit chec4 ho#d $ource $upport acro$$ operating unit

MI-.M/0 Planning Short -otes

74 Planning based on Minimum and ma1imum inventory level 64 $nventory +evel for an item , On 5and (uantity ; Supply , either open po Open Dob Orderdrops below the minimum Oracle $nventory suggests replenishment order

G4 $nventory may suggest Purchase Re(uisition $nternal re(uisition Move Order Discrete 'ob <4 Min4 Ma1 planning can be run in either Organi2ation or Sub inventory level F4 %hen we run Organi2ation level Min Ma1 planning system will consider demand as a. 9nreserved sales Order b. Reserved Sales Order c. )ccount issue move orders d. %$P component re(uirements @4 )nd org level planning will suggest PR $R H unreleased %$P 'ob. I4 8or Sub inventory +evel Min4ma1 planning Demand will be consider a. 9nreserved sales Order b. Reserved sales order c. )ccount issue move order d. Sub inventory Move Order ?4 )nd Sub inventory level Min4ma1 planning will suggest PR $R H Move Order .ote # Subinventory level planning cannot generate 'obs and does not consider %$P 'obs as supply or %$P components as demand. J4 8or Organi2ation +evel planning 7C4 %e have to set the Min H Ma1 $nventory level in item attribute level and Min H Ma1 order (uantity as optional as well as +ot multiplier for additional constraint on suggested Orders. 774 .ew Order suggection will be when !otal available K Minimum Luantity 764 Order Luantity = Ma1imum Luantity4!otal available .ettable Luantity on 5and ; On Order 4 Open Demand = !otal )vailable in which M .ettable Luantity on 5and is the sum of the (uantities on hand for the item across all the nettable subinventories within your organi2ation. .on4nettable (uantities may optionally be included. M On Order is the sum of open purchase orders re(uisitions internal orders and wor& in process 'obs scheduled for receipt on or before the supply cutoff date. M Open Demand is the sum of unreserved sales orders inventory reservations including reserved sales orders account issue move orders and %$P component demand scheduled for issue on or before the demand cutoff date.

7G4 Oracle $nventory creates purchase re(uisitions for "uy items when the item attribute Replenishment Source !ype is set to Supplier. 7<4 Oracle$nventory creates internal re(uisitions for internal sales orders for "uy items when the item attribute Replenishment Source !ype is set to $nventory. 7F4 8or internal re(uisitions Oracle $nventory uses the item attribute Source Organi2ation to determine the organi2ation from which the internal re(uisition sources the item. Simple 31amble on Planning Calculation !he following e1ample shows you how Oracle $nventory performs min4ma1 planning. )ssume an item has the following (uantity values and item attribute settings# M .ettable (uantity on hand = 6F M Open supply (uantity = FC M Open reserved sales order (uantity = JC M $nventory planning method = Min4ma1 planning M Min4ma1 minimum (uantity = 7CC Min4ma1 ma1imum (uantity = FCC $f you run the Min4Ma1 Planning report and specify .o to .et Reserved Orders Oracle $nventory performs the following calculations# M !otal )vailable# 6F ; FC = IF M %e assume that all the supply is within the supply cutoff date for a supply total of FC. M !otal available (uantity is IF. M "elow min chec&# IF K 7CC M !he total available (uantity is less than the min4ma1 minimum (uantity so Oracle $nventory plans a new order. M Ma1 (uantity less total available# FCC 4 IF = <6F M !o bring the (uantity available bac& to the min4ma1 ma1imum Oracle $nventory will plan an order for <6F. $f you run the Min4Ma1 Planning report and specify 0es to .et Reserved Orders Oracle $nventory performs the following calculations# M !otal )vailable# ,6F ; FC- 4 JC = ,47FM %e assume that all the supply is within the supply cutoff date for a supply total of FC. M %e assume that all the demand is within the demand cutoff date so open

reserved orders total to JC. M !otal available (uantity is ,47F-. "elow min chec&# ,47F- K 7CC M !he total available (uantity is less than the min4ma1 minimum (uantity so Oracle $nventory plans a new order. M Ma1 (uantity less total available# FCC 4 ,47F- = F7F M !o bring the (uantity available bac& to the min4ma1 ma1imum Oracle $nventory will plan an order for F7F. .ote# !o include inventory reservations from an e1ternal order management system in the min4ma1 calculation create the sales order in the M!+NS)+3SNORD3R table using the Sales Order )P$ and then load the reservation using the Create/9pdate/Delete reservation interface or the Reservation )P$s. M $./#Minma1 Reorder )pproval profile option governs the approval status of internal re(uisitions created by the Min4Ma1 Planning Report. ,Move Orders are automatically approved.-

MRP 1/Q for a 2uick reference !. +h3 don,t I see data up to the hori4on date of m3 plan5 Sign on using the user that is having the problem. .avigate# Material Planning 4O MRP 4O %or&bench

Clic& ESpecialE in the tool bar and select Preferences $n the )+! region pic& Supply/Demand. Change the cutoff date to the plan hori2on date and save. 0ou should see the data. Refer notes -ote *"!#).! 6 -ote !)*%*(.! ". 7ow do I cop3 an MPS6 MRP6 or 8RP Plan5 )fter an MPS MRP or DRP plan has been generated a copy can be made of the original plan. !he copy can be used for training what if scenarios or plan bac&up. !he plan copy can then be manipulated in any way. !he options and all of the data from original plan will be available in the copy. "efore a plan can be copied a destination plan name of the same type as the source plan must defined. !he user responsibility and the organi2ation must be the same. 31ample# .avigate to Material Planning 4O MRP names. Define a .ew .ame and Description and Save. !here is no need to Setup the Plan Options. Copying the plan can be done !wo ways. .avigate# Material Planning 4O MRP 4O Copy Plan.3nter the destination and source names and submit. OR .avigate to Material Planning# MRP 4O %or&bench4O !ools Copy Plan Refer -ote !)*&!(.! #. +h3 don,t I see dependent demand for make items5 8or a single assembly or few assemblies problem .avigate# $nventory 4O $tems 4O Organi2ation $tems 4O Luery an item in (uestion and go to the )lternate Region E*eneral PlanningE and chec& the Ma&e/"uy item attribute and the ESourceE 2one. $f the item is set to "uy or the source type is not .9++ then the item will be considered a purchased item and will not e1plode. $f all or most of the ma&e items are not e1ploding then a sourcing rule is set at a higher level. .avigate# $nventory 4O Setup 4O Organi2ation 4O Parameters go to the

)lternate Region E)!P Pic& $tem4SourcingE and chec& the $tem4Sourcing Detail 2one. :$f the !ype is .O! set to .9++ then a Sourcing Rule will be in effect for )++ items in that organi2ation. )nother general method to chec& for a Sourcing Rule that is affecting items is to .avigate# Supply Chain Planning4 O Sourcing 4O /iew Sourcing 5ierarchy Luery an item in (uestion Luery any )ssignment Set and loo& for a Rule that is chec&ed E)ctiveE and review the settings for that Rule. Refer -ote !))'").! $. +h3 do I see -on.-ettable +IP components included in demand5 !he problem arises when the method of running planning is MDS O MRP. $n other words if you are not running MPS relief and the MRP profile MRP# Consume MPS is set to .O %. +h3 don,t I see m3 pegging info in the 9b:ect -avagator5 77.CG only 4 !he problem is that the tables used by the Ob'ect .avagator have not been seeded properly during the )pplications software installation. 9se the following 9ni1 commands to seed the tables# 'ava oracle.apps.a&.a&load )PPS )PPS 9P+O)D a&sflow.'lt 9PD)!3 'ava oracle.apps.a&.a&load )PPS )PPS 9P+O)D a&s@C7.'lt 9PD)!3 'ava oracle.apps.a&.a&load )PPS )PPS 9P+O)D a&ssec.'lt 9PD)!3 'ava oracle.apps.a&.a&load )PPS )PPS 9P+O)D mrpregon.'lt 9PD)!3 !hese commands are e1ecuted from the PD)/)N!OP/oracle/apps/a& directory )fter seeding the tables you should bounce the server and re4run the planning process. .O!3# !here are other products that use the Ob'ect .avagator and they have coresponding .'lt files that may need to be run also. Refer -ote !)"%&%.! &. +h3 don,t I see 1orecasted 8emand in Planners +orkbench5

Chec& the $tem )ttribute EDemand !ime 8ence DaysE. !he Planner will .O! plan for an item inside of the Demand !ime 8ence Days. 31ample# )n item has a EDemand !ime 8ence DaysE of @C days the item is 8orecasted for due date of C74)PR and the plan anchor date is C74M)R. !he Planner will not plan the item because the Demand !ime 8ence e1tends from C74M)R to C74 M)0 ,@C days- and the due date of C74)PR is in the that window. $f the due date is moved out past C74M)0 then demand will show up. 3ither reduce the EDemand !ime 8ence DaysE or move the due date out past the !ime 8ence or disable the plan option EDemand !ime 8ence ControlE. !here is also a remote possibility that there was a problem with the Planner and that bouncing the Planning Manager may clear the problem and demand will show up. Refer -ote !)*&%%.! '. Can I release MPS items in the MRP Planners +orkbench5 0es 5owever it is .O! recommended. $n the MRP Planners %or&bench if an item is selected to release and a caution window appears with the following message# Q!his plan order was generated in source plan or schedule. Do you still want to select it for releaseRQ !hen this means the item is MPS planned and is already on the schedule used for this MRP. $t is recommended to go to the MPS %or&bench to release. Refer -ote !)%!)*#.& (. +h3 does the Snapshot ;iew differ from Current ;iew for Resources5 !here have been no changes to the plan to indicate why a difference would e1ist. +oo&ing at Resources from the Planner %or&bench and then viewing the 5ori2ontal Plan the Snapshot radio button does not show the same data as the Current radio button. $t is incorrect to assume that the current view and snapshot view should be the same after the plan is

'ust run. )ctually they will be very different unless the plan does not suggest any rescheduling or cancellation. !he Reasons are# 7. !he current view shows the resource re(uirements of the e1isting 'obs as they are now. 6. !he snapshot view shows the resource re(uirements based on the planEs suggestions for reschedules cancellations etc. :$f the users implement all the planEs recommendations for cancellation and rescheduling then the current view and snapshot view will be the same. Refer -ote !)'!%)(.& *. 7ow do I get the location field to default in the Planners +orkbench5 %hen implementing planned orders to become purchase re(uisitions from the planners wor&bench how do you get the system to default the location parameter automatically when you have more than one ship4to location defined for an organi2ationR Define a default delivery location in the organi2ation definition. !his is Done through .avigation# $nventory 4O Setup 4O Organi2ations 4O Organi2ations. Refer -ote !)&'&").& !). Memor3 <ased Planner seems to hang !here are many possible setup issues that could be causing this problem but the first one to chec& is always the concurrent manager setup. Concurrent Manager Setup )ll M"P concurrent programs will run by default in the Standard concurrent manager. $t is not re(uired to set up a speciali2ed concurrent manager to run these programs unless re(uirements on the system dictate this need. $f you choose to run the M"P as a single4threaded process that is the profile MRP#Snapshot %or&ers is set to 2ero then the M"P will re(uire that the concurrent manager allow

at least four concurrent re(uests to run simultaneously# 7. Memory4"ased Snapshot 6. Snapshot Monitor G. Memory4"ased Planner <. ,)ll other snapshot wor&ers loader wor&ers etc.Once the item information is written and loaded the Snapshot Monitor will launch the Memory4 "ased Planner. $n addition to those two processes the Memory4"ased Snapshot will be in a running status for a total of three running processes. !hese re(uests cannot complete until all of the +oader %or&ers and Memory4"ased Snapshot %or&ers complete their processing. $f there are no more available concurrent manager slots than these three which are already filled the M"P will QhangQ in this state waiting until more concurrent manager slots become available. !o correct this situation terminate the running processes and raise the number of target processes for that concurrent manager to something greater than three. )s a rule of thumb use the following formula to determine a minimum value for the target processes of the concurrent manager# !arget processes = < ; , 6 : profile value !o determine the total number of concurrent processes that will run during a given e1ecution of the M"P use the following guide# Program > of Processes Memory4"ased Snapshot 7 Snapshot Monitor 7 Memory4"ased Snapshot %or&er profile Snapshot Delete %or&er profile +oader %or&er at least 7 Memory4"ased Planner 7 One +oader %or&er will be spawned for each type of snapshot data present. !herefore there may be as many as 7C or more +oader %or&ers during a given planning run. $f the Snapshot %or&ers profile is set to four this means there may be 6C or more concurrent processes which are launched during the planning process.

9nless a special concurrent manager has been defined to run the memory4based planner concurrent programs this scenario is li&ely to cause the concurrent manager slots to become filled with these re(uests. !o avoid such a situation ta&e one of the following three actions# lower the value of MRP#Snapshot %or&ers raise the number of target processes for the concurrent manager or define a separate concurrent manager and define speciali2ation rules such that only M"P4related programs can run in that manager. !!. MRP is missing P9,s Ma&e sure that the Customer can see the 'obs in the Supply/Demand screen in $nventory. $nventorySOn45and )vailabilityS$tem Supply/Demand $f they can see the Dobs here then a row has been inserted into M!+NS9PP+0 Perform the following steps 7. $n M!+NS9PP+0 ma&e sure the M!+NS9PP+0N! trigger is enabled. !o chec& this by performing the following s(l statement

select triggerNname description status from allNtriggers where triggerNname li&e EM!+NS9PP+0N!E !R$**3RN.)M3 D3SCR$P!$O. S!)!9S M!+NS9PP+0N! Q)PPSN)PPD3MOQ.M!+NS9PP+0N! "38OR3 $.S3R! OR 9PD)!3 OR D3+3!3 on $./D3MO.M!+NS9P 3.)"+3D $f this trigger is not enabled then you need to enable it. !his will not change how the fact that MRP cannot see it though. $n order for MRP to see them you need for the trigger to fire. !o accomplish this you need to change something on the Purchase Order and commit it. !he easiest it to change the (ty on the Purchase Order and then commit. !hen change the (ty bac& on the Purchase Order and commit again.

Once a row has been inserted into MRPNR3+$38N$.!3R8)C3 chec& the PROC3SSNS!)!9S PROC3SSNS!)!9S Description )ction 6 %aiting to be Processed Ma&e sure Planning M*R is running G $n Process .one < 3rror Chec& 3RRORNM3SS)*3 in this table F Successful completion .one 76. MRP is missing Sales orders Ma&e sure that the Customer can see the 'obs in the Supply/Demand screen in $nventory $nventorySOn45and )vailabilityS$tem Supply/Demand $f they can see the Dobs here then a row has been inserted into M!+ND3M).D. Perform the following steps 7. $n M!+ND3M).D chec& for the status of the 9PD)!3DN8+)* 9PD)!3DN8+)* Description )ction 7 .ot processed yet Ma&e sure Planning Mgr. is running 6 Planning Mgr. has pic&ed this up .one 6. Chec& the following profile MRP#Compute Sales Order changes is set G. Ma&e sure the following columns are populated in M!+ND3M).D C9S!OM3RN$D "$++N!ONS$!3N9S3N$D S5$PN!ONS$!3N9S3N$D $./3.!OR0N$!3MN$D <. $f the 9PD)!3DN8+)* = 6 then proceed to MRPNS)+3SNORD3RN9PD)!3S table. Please chec& the PROC3SSNS!)!9S PROC3SSNS!)!9S Description )ction 6 %aiting to be Processed Ma&e sure Planning Mgr. is running G $n Process .one < 3rror Chec& 3RRORNM3SS)*3 in this table F Successful completion .one F. $f records still fails in MRPNS)+3SNORD3RN9PD)!3S then chec& the following columns and

ma&e sure that they are .O! .9++. $f these two columns are null then MRP will not &now what (tyEs are available and when they are available. $f these columns are null then most li&ely there is a problem in MRPNS)+3SNORD3RN9PD)!3S and you will need to chec& the e1act error message. MRPNL9).!$!0 MRPND)!3 @. Ma&e sure the item in (uestion has the MRP/MPS attribute set to Consume and Derive 7G. %hy Resource Re(uirements are not visible in the MPS %or&bench for Discrete Dob order types but visible for Planned OrdersR !his is as per functionality. 8or Discrete Dobs resource re(uirements are not calculated in MPS. !he reason being that when MPS is launched all the components of the assemblies associated with the Discrete Dobs are not e1ploded to calculate correct aggregate resource re(uirements for the assemblies. Resource re(uirements for Discrete Dobs 'obs will be visible in the MRP %or&bench. !$.7ow to purge MRP plans5 Purge MRP Plans by .aviating to Material Planning# MRP O .ames O 8rom the Menu O 3dit O Delete !hen save and ac&nowledge message and concurrent re(uest will launch to purge the plans. !%. Calculate Plan Performance Indicators re2uest completed with +arning. +ill it affect MRP results5 0ou can set this Profile MRP# Calculate Plan Performance to .o and also you can ignore any warning or error in that re(uest as this will not affect the MRP results !he related program. !his was an optional program used to gather info from MRP and load into tables used by the old "usiness $ntelligence programs. )dditionally the "$S product has been replaced by the Supply Chain $ntelligence ,SC$- which does not use the program either. !his progam is not used by MRP and is not re(uired. !o disable this program set the profile MRP# Calculate Plan Performance = .o !&. =sers have a subinventor3 that has recentl3 been changed from non.nettable to nettable.!he MRP plan has been rerun as well as the planning detail report. 5owever none of the items that have on hand in the subinventory are being pic&ed up by the plan run or the report. 5ow

do we fi1 this issueR Perform the following 7. .avigate Material Planner/MRP/.ames 4 select the plan name having the problem 4 select the Options button 4 select the Subinventory .etting button 4 8ind the subinventory having the problem and enable the .et chec&bo1 4 Save 6. Rerun the MRP plan to pic& up the change !'. +h3 the planned orders generated don,t have link with the sales orders demand5 %hat you are attempting is not available via the standard functionality in the product. !he application does not allow users to lin& sales order or 'ob when release from the planning module 7?. MRP or )SCP are not ta&ing precedence of Processing lead time provided in )S+ +ocal attributes over Processing lead time provided in )S+ global attributes. %hy is this occurringR +ocal )S+ ,)pproved Supplier +ists- are not used in planning !his is as per desgin