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Before you set up Oracle Master Scheduling/MRP and Oracle Supply Chain Planning, you should:

• Set up an Oracle Applications System Administrator responsibility. See: Setting Up Oracle Applications System Administrator.

• Set up your Oracle Applications Set of Books. See: Defining Sets of Books.

Oracle Applications Implementation Wizard

You can use the Implementation Wizard as a resource center to see a graphical overview of setup steps, read online help for a setup activity, and open the appropriate setup window. You can also document your implementation, for further reference and review, by using the Wizard to record comments for each step.

Set Up Oracle Applications Technology

The Implementation Wizard guides you through the entire Oracle Applications setup, including system administration. However, if you do not use the Wizard, you need to complete several other setup steps, including:

• performing system-wide setup tasks such as configuring concurrent managers and printers

• managing data security, which includes setting up responsibilities to allow access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities

See Also

Oracle System Administration

Oracle Workflow

Oracle Inventory

   Define your planners

   Define your UOM conversions

   Define your item planning information. If you manufacture your assemblies repetitively ensure that you define your repetitive planning information.

   If you operate in a project-based environment, add pegging levels for Project Manufacturing

Oracle Purchasing

   Define Financials Options (Part 1)

   Define Locations

   Enter Employee

   Define Buyers

   Define Control Rules and Groups

   Define Position Controls

Oracle Bills of Material

   Define your Organization Calendar

   Define your Bills of Material

   Define your Routings.

   Calculate your Routing Lead Times

Oracle Work in Process

   Define your Production Lines if you manufacture your assemblies repetitively

   Define your Repetitive Assemblies if you manufacture your assemblies repetitively

Oracle Project Manufacturing

   Perform setup steps in Oracle Projects. (See: Setting Up Project MRP in Oracle Projects.)

   Perform setup steps in Oracle Inventory. (See: Setting Up Project MRP in Oracle Inventory)

   Perform setup steps in Oracle Master Scheduling/MRP and Oracle Supply Chain Planning. (See: Setting Up Project MRP in Master Scheduling/MRP and Supply Chain Planning.)

   Perform setup steps in Oracle Project Manufacturing. (See: Setting Up Project MRP in Oracle Project Manufacturing.)

: Define your Master Scheduling/MRP Setup Parameters (Required)

: Define your Deliver-to Locations (Optional)

: Define your Employees (Optional)

: Set Profile Options (Required with Defaults)

: Define your Forecast Sets (Optional)

: Define your MDS Names (Optional)

: Define your MPS Names (Optional)

: Define your MRP Names (Optional)

: Define your Sourcing Rules or Bills of Distribution

: Create your Assignment Sets

: Define your Inter-organization Shipping Network

: Define Shipping Methods and associated in transit lead times

: Run the Information Audit (Optional--highly recommended)

: Define your Planning Parameters (Required)

: Start the Planning Manager (Required)

: Define your Planners (Optional)

: Define your Planning Exception Sets (Optional)

: Define your Demand Classes (Optional)

: Create Source Lists (Optional)

: Set Up Planner Workbench (Required)

: Set Up for Supplier Planned Inventories (Optional)

Step 1 Define your Master Scheduling / MRP Setup Parameters (Required)

You need to define different modes of operation and default values that affect other functions in Oracle Master Scheduling/MRP. If you manufacture your assemblies repetitively, you can also set up your repetitive item defaults.

Step 2 Define your Deliver-to Locations (Optional)

In Oracle Purchasing, define locations for where you ship, deliver internally, or bill the goods and services you order. This is a necessary setup if you plan on importing purchase requisitions from the Planner Workbench into Oracle Purchasing.

Step 3 Define your Employees (Optional)

If you do not install Oracle Human Resource Management Systems with Oracle Master Scheduling/MRP, you use the Enter Employee form to define and maintain employees in Oracle Master Scheduling/MRP.

Define every employee who:

• creates requisitions or purchase orders.

• authorizes the purchase of goods and services.

• receives goods or services.

If you install Oracle Human Resource Management Systems, you use the forms in Oracle Human Resource Management Systems instead to enter and maintain employees.

Step 4 Set Profile Options (Required with Defaults)

Profile options specify how Oracle Master Scheduling/MRP and Oracle Supply Chain Planning controls access to and processes data. In general, profile options can be set at one or more of the following levels: site, application, responsibility, and user.

System administrators use the Profile Options form to set profile options at the site, application, responsibility, and user levels.

Oracle Master Scheduling/MRP and Oracle Supply Chain Planning users use the Profile Options form to set profile options only at the user level. You can update your personal profile options if you want to override the defaults provided by Oracle Master Scheduling/MRP and Oracle Supply Chain Planning. Personal profiles allow you to control data access and processing options at the user level.

For more information about the profile options available in Oracle Master Scheduling/MRP and Oracle Supply Chain Planning, see: Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Profile Options.

Step 5 Define your Forecast Sets (Optional)

You can define any number of forecast sets or names. This allows you to define any number of forecasts--including different types of forecasts, such as by customer or by item. For each forecast set, you can also specify the number of days that a sales order looks to consume the forecast and the minimum level of forecast information required to consume the forecast.

For instructions on defining forecast sets, see: Defining a Forecast Set.

Step 6 Define your MDS Names (Optional)

Define any number of demand schedule names; this allows you to define multiple master demand schedules, each with a unique name. A master demand schedule is a statement of anticipated demand that you can use to create a master production schedule, or as direct input to a material requirements plan.

For each master demand schedule name, you can also signify if sales order shipments relieve the schedule.

For instructions on defining MDS Names, see: Defining a Schedule Name.

Step 7 Define your MPS Names (Optional)

Define any number of production schedule names; this allows you to define multiple master production schedules, each with a unique name. A master production schedule defines the anticipated build schedule for the product family members and other critical items.

For each master production schedule name, you can also signify if the creation of jobs/repetitive schedules relieves the schedule.

For instructions on defining MPS Names, see: Defining a Schedule Name.

Step 8 Define your MRP Names (Optional)

Define any number of material requirements plan names. This allows you to generate multiple MRP plans, each with a unique name. A material requirements plan defines a set of recommendations to release or reschedule orders for material based on the net material demands.

For instructions on defining MRP Names, see: Defining MRP Names.

Step 9 Define your DRP Names (Optional)

Define any number of distribution requirements plan names. This allows you to generate multiple DRP plans, each with a unique name. A distribution requirements plan defines a set of recommendations to release or reschedule orders for material based on the net material demands.

For instructions on defining DRP Names, see: Defining DRP Names.

Step 10 Define your Sourcing Rules and Bills of Distribution

Sourcing rules specify how to replenish items in an organization. A bill of distribution specifies a multilevel replenishment network of warehouses, distribution centers, manufacturing centers, and trading partners.

For instructions on defining sourcing rules, see: Defining Sourcing Rules.

For instructions on defining bills of distribution, see: Defining Bills of Distribution.

Step 11 Create your Assignment Sets

Once you have defined your sourcing rules and bills of distribution, you must assign them to particular items, categories and/or organizations. A set of such assignments is called an assignment set. (Later, when you specify plan options for a plan, you will choose which assignment set you want the plan to use.)

For instructions on creating assignment sets, see: Assigning Sourcing Rules and Bills of Distribution.

Step 12 Define your Inter-organization Shipping Network

Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping organization and a destination organization.

For instructions on defining this shipping network, see: Defining Inter-Organization Shipping Networks and Organization Parameters.

Step 13 Define Shipping Methods

You must define different shipping methods and associate them with different in transit lead times.

For instructions on defining shipping methods, see: Defining Shipping Methods.

Step 14 Run the Information Audit (Optional--highly recommended)

Audit the information you use to plan your master schedules and material requirements. For example, you can use the audit to verify the structure of your bills. Oracle Master Scheduling/MRP provides a set of predefined audits that can be executed to verify existing data.

Information audits are primarily used to validate the integrity of your database. Oracle Master Scheduling/MRP also provides a set of predefined audits that can be executed to verify existing data.

Step 15 Define your Planning Parameters (Required)

For instructions on defining your planning parameters, see: Defining Planning Parameters.

Step 16 Start the Planning Manager (Required)

You need to activate the planning manager to execute several maintenance tasks such as forecast consumption and master schedule relief.

For instructions on starting the Planning Manager, see: Starting the Planning Manager.

Step 17 Define your Planners (Optional)

For instructions on defining your planners, see: Defining Planners.

Step 18 Create your Planning Exception Sets (Optional)

You can define and update planning exception sets that you can use to identify items and orders that require attention based upon a set of predefined action messages. This facilitates control over message sensitivity, message priority, and marking those messages where action has been taken.

For instructions on creating planning exception sets, see: Creating Planning Exception Sets.

Step 19 Create your Demand Classes (Optional)

You can define and update demand classes to group similar customers, demand channels or sales order types. You can use demand classes as a means of forecasting and master scheduling different sources of demand separately.

For instructions on creating demand classes, see: Creating Demand Classes.

Step 20 Create Source Lists (Optional)

For instructions on creating source lists, see: Creating Source Lists.

Step 21 Set Up Planner Workbench (Required)

For instructions on setting up Planner Workbench, see: Setting Up Planner Workbench.

Step 22 Set up for Supplier Planned Inventories (Optional)

For instructions on setting up for Supplier Planned Inventories, see the Prerequisites in: Supplier Planned Inventories.