2/22/2018 Document 111919.

Copyright (c) 2018, Oracle. All rights reserved.

Setup for MRP (Doc ID 111919.1)

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subject to an independent technical review.
APPLIES TO:

Oracle Materials Requirement Planning - Version 11.0 to 12 [Release 11 to 12]

Information in this document applies to any platform.

GOAL

Explain the setup steps required to run the Planning Process.

SOLUTION

MRP - Setup

-----------------------------

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. This document can
be used as a guide during your implementation. Before you set up Oracle Supply Chain
Planning, you must complete the setup for the following: products: Oracle Inventory Oracle
Purchasing Oracle Bills of Material Oracle Work in Process Oracle Project Manufacturing
Planning Setup Checklist Required steps for System Administration, General Ledger, Inventory,
Purchasing, Bills of Material, and WIP modules need to be completed before Planning is setup.
The following steps need to be completed in the order shown:

Step 1: Define your Master Scheduling/MRP Setup Parameters (Required) NAV/Supply Chain
Planning/Setup/Parameters or NAV/Material Planning/Setup/Parameters You can override the
execution defaults, when defining the MPS, MRP or DRP for your organization(s). To have all
past due demand (sales orders, forecast, etc.) reflected in your plans, select Null for
Include MDS Days. Entering a value will limit the past due information visible in the Plan.

Step 2: Define your Deliver-to Locations (Optional)

NAV/Inventory/Setup/Organizations/Locations

Step 3: Define your Employees (Optional) NAV/Work In Progress/Setup/Employees Note: Enter

Employees through Human Resources, if installed. A required step when implementing planning
recommendations from the Planner Workbench (Step 21).

Step 4: Set Profile Options (Required with Defaults) NAV/Profiles/System/Find MRP Note: Use
the Sysadmin Responsibility. The value for Snapshot Workers can be increased depending on the
number of items being planned. Use the following formula to determine how many Standard
Managers are required to support the process. The value for the Planning Manager Max Workers
should not be more than the number of Standard Managers. (Snapshot workers value *2) + 4 = #
of Standard Managers (2*2) + 4 = 8 Standard Managers Recommended initial values:
MRP:Environment variable to set path for MRP files Null/Blank MRP:Planning Manager Max
Workers 6 MRP:Retain Dates within Calendar Boundary Yes MRP:Snapshot Workers 2 MRP:Use Direct
Load Option No

Step 5: Define your Forecast Sets (Optional) NAV/Supply Chain Planning/Forecast/Sets

NAV/Material Planning/Forecast/Sets

Step 6: Define your Master Demand Schedules (MDS)(Optional) NAV/Supply Chain

Planning/MDS/Names NAV/Material Planning/MDS/Names

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Step 7: Define your Master Production Schedules (MPS) (Optional) NAV/Supply Chain
Planning/MPS/Names NAV/Material Planning/MPS/Names

Step 8: Define your Material Requirements Plans (MRP); Define your Distribution Requirements
Plans (DRP) (Optional) NAV/Supply Chain Planning/MRP/Names NAV/Supply Chain
Planning/DRP/Names NAV/Material Planning/MRP/Names

Step 10: Define your Sourcing Rules or Bills of Distribution (BOD) NAV/Supply Chain
Planning/Sourcing Note: When you select All Orgs for your Sourcing Rule, it can be used by
all organizations when defining an Assignment Set. A Local Sourcing Rule would only have the
Org selected, and can only be used by the defining organization. The Planning Active box will
only be checked if the allocation % = 100. The planning process will not use the rule, unless
the Planning Active box is checked

Step 11: Create your Assignment Sets NAV/Supply Chain Planning /Sourcing/AssignSourcing
Rules/BOD Note: A Local Sourcing Rule assigned at the Item-Organization level, overrides all
others for that item.

Step 12: Define your Inter-organization Shipping Network

NAV/Inventory/Setup/Organizations/Shipping Network

Step 13: Define Shipping Methods and associated intransit lead times
NAV/Inventory/Setup/Organization/Shipping Methods NAV/Inventory/Setup/Organization/Shipping
Network Special Menu: Shipping Methods Intransit Times

Step 14: Run the Information Audit (Optional-highly recommended) NAV/Supply Chain
Planning/Reports/Audit Information Report NAV/Material Planning/Reports/Audit Information
Report

Step 15: Define your Planning Parameters (Required) NOTE: this is a duplicate of Step 1.

Step 16: Start the Planning Manager (Required) NAV/Supply Chain Planning/Setup/Planning
Manager or NAV/Material Planning/Setup/Planning Manager (See screen shot below; the active
box should be checked and you should see current messages)

Step 17: Define your Planners (Optional) NAV/Inventory/Setup/Planners

Step 18: Define your Planning Exception Sets (Optional) NAV/Supply Chain
Planning/Setup/Exception Sets Or NAV/ Material Planning/Setup/Exception Sets

Step 19: Define your Demand Classes (Optional) NAV/Supply Chain Planning/Setup/Demand Classes
OR NAV/Material Planning/Setup/Demand Classes Note: 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 Jobs with the demand
class added,(NAV/WIP/Discrete/Discrete Jobs/More) will be included in your MPS.

Step 20: Create Source Lists (Optional) NAV/Supply Chain Planning/Forecast or MDS or MPS
/Source List NAV/Material Planning/Forecast or MDS or MPS/Source List

Step 21: Set Up Planner Workbench (Required) For instructions, see: Setting Up Planner
Workbench: Oracle Master Scheduling/MRP and Supply Chain Planning User's Guide Release 11:
page 1-28.

Step 22: Set Up for Supplier Planned Inventories (Optional) For instructions on setting up
Supplier Planned Inventories, see the prerequisites in Oracle Master Scheduling/MRP and
Oracle Supply Chain Planning User's Guide Release 11, page 5-8.

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