mrp configuration guide

MRP\Supply Chain Planning Configuration GuideRevised 09/07/00

EEE ConfigStep

Oracle GuideStep

Navigation Path

Setup Document

Setup Explanation EEE Base Install StatusOn-Site Tasks

On-Site Setup ChangesMRP-PRE

INV20INV51PO- 22INV- 7PO - 7PO- 19PO- 14PO- 14INV -9BOMBOMBOMWIP- 4WIP- 5

Review Setup Prerequisites prior to performing configurationOracle Inventory: Define Planners Define UOM conversions Item Planning Information (Repetitive

and Flow) Pegging Levels for Project ManufacturingOracle Purchasing: Define Financial Options Define Locations Enter Employees Define Buyers Define Control Rules and Groups Define Position ControlsOracle Bill of Materials: Define Organization Calendar Define Bill of Materials Define Routings and Resources Calculate Routing Lead TimesOracle Work in Process: Define Production Lines Define Repetitive Assemblies Define Flow production lines and line

ratesOracle Project Manufacturing: Project MRP Setup steps in Oracle Projects Project MRP Setup steps in Oracle Inventory Define Planning Group Lookups Project MRP Setup steps in Oracle MRP/SCP


EEE ConfigStep

Oracle GuideStep

Navigation Path

Setup Document

Setup Explanation EEE Base Install StatusOn-Site Tasks

On-Site Setup ChangesOracle Capacity Define Simulation Sets Define Resource Groups Define and Load Bill of Resources

MRP-0 MRP Planning Concepts and Strategy

Define Sourcing and Execution Strategy (Supply Chain Planning Only)

MRP - 1

2 Inventory:Setup>Flexfields

Define Flexfield Structures

In the Oracle Applications system, there are various flexfield combinations used to classify inventory, human resources, purchasing, costing, and planning across business entities is called a Key Flexfield. Product Family flexfield is often used in the planning process.

Useable – Review On-Site


MRP -2 GL-07, MRP-3

Setup Financials Books Define

Define Set of Books

In all Oracle financial applications, a Set of Books is a fundamental structure associated with one accounting calendar, one chart of accounts, and one currency. When a user selects a Responsibility after logging on to Oracle Applications, the system automatically associates that user with a specific Set of Books. Only one USD Set of Books is defined for EEE

The client’s organizational requirements must have been defined before defining sets of books. For an explanation of multi-org setup, see GL Multi Org Configuration Guide.


In Examine, change name of set of books from EEE US Client to the Client’s name.

No other changes should be made to the base EEE. Changes will disrupt numerous setups in other applications.

MRP –3

INV-10, MRP- 4

Inventory:Setup>Organizations> Organizations

Organization Structure Overview

Change Organization Name and Code Setup

Organizations

Organizations describe distinct entities in a company and may include separate manufacturing facilities, warehouses, distribution centers and branch offices. Each organization is tied to a set of books and includes a classification such as inventory that describes the general functional purpose.

Every time you use Oracle Inventory you must choose the organization for which you are entering information/data. This is called your current organization. Change your organization at any time by navigation to the Change Organization form.

Note: The COM Inventory Organization does not have the Organization Classification: MRP Organization enabled. If this is to be a MRP organization, check the box and then save your work.

Useable – Review and Update On-Site

EEE has an item master organization named GLOBAL, an Inventory Organization named COM, a Legal Entity organization named EEE LE and an Operating Unit organization named EEE OU

Change Organization names and codes to match the client’s name. GLOBAL may be left as GLOBAL. Review Inventory parameters such as SOB, operating unit, and legal entity.

MRP – 9 Material Define Planning Parameters (Required for MPS/MRP Useable – Review On-Site


4 Planner:Setup> Parameters

MRP Parameter Setup

planning)

Define different planning modes of operation and default values that affect the various functions in Oracle Master Scheduling/MRP and Supply Chain Planning.

MRP – 5

15 System Administration:Profile> System

MRP Supply Chain Planning System Profile Training

Profiles options specify how Oracle Supply Chain Planning controls access to and processes data. Can be set at one or more the following levels: site, application, responsibility and user. Personal Profile Options can override defaults and control data access and processing options at the user level.

Set Profile Options

MRP: Calculate Supply Demand YesMRP: Category Set for Backlog Form NullMRP: New Planner Backward Compatibility YesMRP: Plan Revenue Discount Percent NullMRP: Plan Revenue Price List NullMRP: RHX Check Profile 250299MRP:ATP Assignment Set NullMRP:ATP Database Link NullMRP:Backlog Progress Timeout 10MRP:Calculate Excess Exceptions on Time Fence NoMRP:Complete Supply Chain ATP NullMRP:Compute Sales Order Changes YesMRP:Consume Fcst Set Summary NullMRP:Consume Forecast YesMRP:Consume MDS YesMRP:Consume MPS Yes



MRP:Cutoff Date Offset Months 12MRP:Debug Mode YesMRP:Default DRP Plan Name NullMRP:Default Forecast Date YesMRP:Default Forecast Name NullMRP:Default Plan Name NullMRP:Default Schedule Name NullMRP:Default Sourcing Assignment Set EEE

Assignment Set

MRP:Demand Time Fence Days NullMRP:Environment variable to set path for MRP files

APPLOUTMRP:Firm Planned Order Time Fence YesMRP:Firm Requisitions within time fence NullMRP:Include Schd Rcpts in Use-up YesMRP:Include Substitute Components NullMRP:Interface Table History Days 5MRP:Maintain Original Schedule Version NoMRP:MPS Relief Direction Backward,

then forward

MRP:Perform Planning Manager Functions in LoadsYes

MRP:Planning Manager Batch Size 250MRP:Planning Manager Max Workers 10MRP:Purchasing By Revision NullMRP:Purge Batch Size 75000MRP:Requisition Load Group Option VendorMRP:Retain Dates Within Calendar Boundary YesMRP:Snapshot Pause for Lock (Minutes) 5MRP:Snapshot Workers 3

Note: When setting the number of Planning Manager Workers make sure the number of processes for the Standard Manager in Concurrent Managers set to an equal or higher number.

Note: The number of Snapshot Worker should be a minimum of three and the maximum number of Planning Manager Workers should be (Snapshot Worker x 2) + 4, i.e. (3*2)+4=10


MRP:Sourcing Rule Category Set NullMRP:Time Fence Warning YesMRP:Trace Mode NoMRP:Use Direct Load Option NoMRP:Use Ship Arrived Flag Null

MRP –6

7 Setup>Personnel> Employees

HRMS Define Employees

Define your Employees (Optional)

Define a value for every employee if they will; use planner workbench to create requisitions, create or approve purchase orders or perform receipts. Necessary if importing on purchase requisitions from Planner Workbench into Oracle Purchasing.

Setup through Purchasing. If HR is installed employees must be setup through HR.

MRP – 7

12 Inventory:Setup> Planners

Define Planners (Optional)Define Planners who will be using the Planners Workbench.

Setup in Inventory

MRP – 8

11 Material Planner:Setup>Demand Class

MRP Define A Demand Class Process

Define Demand Classes (Optional)

Demand classes group similar demand requirements together as a means of forecasting and scheduling different sources of demand. Define the following for each demand class: code, meaning, description, start date, end date, enabled.


Setup in Order Management


MRP – 9

16 Material Planner: Forecast> Sets

MRP Define Forecast Set and Forecast Training

Define Forecast Sets (Optional)

Define forecast set: name, description, consume, forecast level, outlier update percent, bucket type, forward consumption days, backward consumption days

Define Forecasts

Define forecast name, description, demand class, customer, ship-to address, bill-to address

Define Forecast Rules (Optional) Setup in Inventory Planning


MRP –10

18 Material Planner:MDS> Names

MRP Define A Master Demand Schedule Training

Define Master Demand Schedules (MDS) Names (Optional)

Statement of anticipated demand based on forecast and used to create Master Production Schedules. Define a MDS with a unique name, description, demand class, and signify if sales order shipments relieve shipments.


MRP –11

20 Material Planner:MPS> Names

MRP Define Master Production Schedule

Define Master Production Schedules (MPS) Names (Optional)

A Master Production Schedule defines the anticipated build schedule for product families or critical items. Define MPS name, description, inventory ATP, demand class, and signify if WIP jobs relieve the schedule. Define MPS options if required. You can optionally load an MPS from a MDS



TrainingMRP –

1222 Material

Planner:MRP> Names

MRP Define MRP Training

Define Materials Requirements (MRP) Names (Optional)

A Materials Requirements Plan (MRP) defines suggested requirements to release or reschedule orders for materials or production based on net demands. Define MRP Name, description, feedback. Define MRP Options if required.


MRP –13

25 Inventory:Setup>Organizations>

Shipping Methods

MRP Supply Chain Planning Shipping Methods Training

Define Shipping Methods - Not covered by EEE.

Define different shipping methods along with in-transit lead times.


Only for use with a EEE Plus instance with multiple inventory Organizations. INV-40

MRP –14

6 Inventory:Setup> Organizations>

Locations

INV Define Locations Training

Define your Deliver-to-Locations (Optional)

Define locations; bill-to, ship-to, and deliver internally for goods and services ordered. Necessary if importing on purchase requisitions from Planner Workbench into Oracle Purchasing.

Setup by Inventory or Purchasing


MRP –15

29 Inventory:Setup>Organizations> Shipping

Networks

MRP Supply Chain Planning Shipping Networks Training

Define Inter-Organization Shipping Network - Not covered by EEE.

Define shipping networks and accounting information, regarding multiple shipping and destination inventory organizations if planned to ship product between them. Associate Lead Times with Shipping.


Only for use with a EEE Plus instance with multiple inventory Organizations. INV-39

MRP –16

32 MRP Supply Chain Setup Overview Process

Define Distribution Requirements Plan (DRP) Names (Optional)

A Distibution Requirements Plan defines suggested recommendations to release or reschedule orders to meet net material demands. Define DRP Options if required.


MRP –17

10 Material Planner:Setup>Exception Sets

MRP Define Exception Sets Training

Define Planning Exception Sets (Optional)

Define specific criteria which are assigned to items requiring special attention based a defined set of action messages.


See defining action messages.

MRP-18

14 See Capacity User’s Guide

Capacity Setup - Not in EEE

Define Capacity attributes on items.



MRP –19

5 Setup for Supplier Planned Inventories (Optional)

Used for generating requirements for subinventories which are stocked and managed by suppliers. These subinventories are visible to the suppliers through Services Suppliers.


MRP –20

12 Material Planner:Forecast>Source List

MDS>Source List

MPS>Source List

Purch Sourcing Rules Training

Define Source Lists (Optional)

Create Source Lists from purchasing. Source Lists are available in forecasting, MDS, MPS, and MRP. The are used for grouping forecasts and plans into a consolidated list to make the loading of data faster.

Set up in Purchasing

MRP –21

28 Supply Chain Planner:Sourcing>Sourcing Rules

Sourcing>Bills of Distribution

Define Sourcing Rules or Bills of Distribution (Required Supply Chain)

Sourcing rules are used to determine how to replenish items in an organization. A bill of distribution specifies a a multilevel network of inventory organizations and sources.

Set up in Purchasing

MRP –22

27 Supply Chain Planner:Sourcing>

Create Assignment Sets (Required Supply Chain)

Assignment sets are used to associated your rules with specific

Setup in Purchasing


Assign Sourcing Rule/BOD

MRP Supply Chain Planning Assignment Set Training

items, categories of items or inventory organizations.

MRP-23

30 Inventory: Setup>Organizations> Shipping

Networks

MRP Supply Chain Planning Shipping Networks Training

Setup Supply Chain ATP (Optional)

Add additional Available-to Promise parameters to Inter-organization Shipping Networks.


MRP-24

31 Setup Supply Chain CTP (Optional)

Add additional Capable-to Promise parameters in Capacity.



MRP-25

System Administrator:

Enable Concurrent Managers

The Concurrent Managers are not enabled in EEE. The two Inventory Concurrent Managers, Inventory Manager and INV Remote Procedure Manager, need to be configured to suit the client’s processing requirements. Refer to AOL Configuration Guide.doc.

Additional Configuration Needed

Note: When setting the number of Planning Manager Workers make sure the number of processes for the Standard Manager in Concurrent Managers set to an equal or higher number.

MRP –26

31 Supply Chain Planner:Setup>Planning Manager

Start Planning Manager (Required)

Executes several maintenance tasks: forecast consumption and master schedule relief. Suggested Interval 30sec.


This must be turned on prior to launching and plans.

MRP –27

13 Material Planner:MRP>Workbench

MRP Planner Workbench Training

Define Folders in Planner Workbench (Optional)

Utilize the folder tool in the planners workbench to predefine search criteria and reduce the number of plans the planner will look at.


MRP –28

32 Run Information Audit (Optional, but highly recommended)

Run this process to audit the integrity of your data used in the planning master schedules and material requirement plans. Verifies the structure of various bills. Oracle provides a set of predefined audits to verify existing data.

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