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Note: If you are launching the planning process for this plan name for the first time, the plan options you defined in the setup parameters are displayed. Otherwise, the plan options you chose for the last launch of the planning process are displayed.

Attention: If you are launching a plan for simulation purposes, do not check these plan options.

   To add plan options:

1. Navigate to the Plan Options window.

2. Query a plan name.

3. Enter the Assignment Set name. See: Assigning Sourcing Rules and Bills of Distribution.

4. Select an overwrite option:

All: For an MPS plan, overwrite all entries and regenerate new MPS entries based on the source master demand schedule.

For an MRP or DRP, overwrite all planned orders and firm planned orders for MRP or MRP/DRP items.

This option is displayed when you generate a plan for the first time.

Caution: Be very cautious when using this option since it overwrites firm planned orders and/or master schedule entries. If you do not want to overwrite MRP or DRP firm planned orders, select None.

Outside planning time fence: For an MPS plan, overwrite all MPS entries outside the planning time fence.

For an MRP or DRP, overwrite all planned orders and firm planned orders outside the planning time fence.

Caution: Be very cautious when using this option since it overwrites MRP firm planned orders and master schedule entries outside the planning time fence. If you do not want to overwrite MRP or DRP firm planned orders, select None.

None: Do not overwrite any firm planned orders for MPS, MRP, or DRP plans and net change simulation.

5. Check Append Planned Orders to append new planned orders in the following situations:

If the MPS plan name has an existing schedule associated with it and you enter None as the overwrite option, the planning process does not recommend rescheduling or suggest new planned orders before the end of the existing MPS (the last planned order)--even if so indicated by new demand from the master demand schedule. This is analogous to firming your master production schedule. By not overwriting, the master scheduler is taking responsibility for manually planning items. For an MRP plan name, this option creates planned orders where needed, considering existing MRP firm planned orders.

Attention: If you want to simulate the addition of new planned orders using net change replan, set overwrite to Outside planning time fence or None.

If the plan name has an existing MPS, MRP, or DRP associated with it and you enter All as the overwrite option, the planning process deletes all previous planned entries and creates new planned orders based on the source master schedule.

If the plan name has an existing MPS, MRP, or DRP associated with it and you enter Outside planning time fence as the overwrite option, the planning process deletes all planned entries after the planning time fence and creates new planned orders after that date. In this case, since you are overwriting after the planning time fence, you are also appending new planned orders after that date.

If the plan name has an existing MPS, MRP, or DRP associated with it and you enter None as the overwrite option and do not check this, the planning process reports the instances where the plan is out of balance with the source master schedule. It does not recommend any new orders. Instead it lets you manually solve any problems in the process. This gives maximum control to the master scheduler and/or material planner.

6. Check Demand Time Fence Control to indicate whether the planning process considers any demand from forecasts within the demand time fence.

The planning process does not consider any demand from forecasts within the demand time fence, but considers demand from sales orders.

7. Check Snapshot Lock Tables to indicate whether tables are locked during the snapshot process to guarantee consistent data.

This option temporarily prevents other users from processing certain transactions.

8. Check Planning Time Fence Control to indicate whether the planning process violates planning time fences for items.

For discrete items, the planning process does not create planned orders or recommend to reschedule in existing orders within the planning time fence of the item. The planning process can still recommend to reschedule orders out.

For repetitive items, the planning process can vary the suggested schedule from the optimal schedule, within the planning time fence, by the acceptable rate increase and/or decrease you specified for the item.

9. Check Plan Capacity to indicate whether you want to generate a capacity plan.

10. Check Pegging to calculate Graphical Pegging information. (See: Overview of Graphical Pegging.) The planning process then traces supply information for an item to its corresponding end demand details, which you then can view in a diagrammatic display.

Note: Graphical Pegging is available only when you enable the Memory-based Planning Engine. (See: Memory-based Planning Engine.)

11. If you are working in a project manufacturing environment, set a Reservation Level and a Hard Pegging Level. This option supports functionality planned for a future release. See: Project Manufacturing

Reservation Level: Set the level at which the planning process will reserve supply against demand.

• Planning Group: Reserve project-specific supply and demand at the planning group level. Supply for one project can be reserved against demand from another project, if both projects belong to the same planning group.

• Project: Reserve supply for a project against demand from the same project. Supply for one project-task can be reserved for demand for another project-task, if both project-tasks belong to the same project.

• Task: Reserve supply for a project-task against demand for the same project-tasks only.

• None: The planning process does not operate in a project manufacturing environment.

Hard Pegging Level: Set the granularity of planned orders in a project manufacturing environment.

• Project: Create planned orders at the project level. The planning process will generate planned orders with a project reference and associate it to demand at the project level.

• Project-task: Create planned orders at the project-task level. The planning process will generate planned orders with a project and task reference and associate them to demand at the project-task level.

• None: Create soft-pegging information for the item. This option is valid only when the item attribute is soft pegging or hard pegging.

12. Select a Material Scheduling Method:

Operation Start Date: Schedule material to arrive in inventory for availability on the start date of a specific operation in the manufacturing process.

Order Start Date: Schedule material to arrive in inventory for availability on the work in process order start date.

13. Specify which planned items or components you want included:

Note: If you are launching the planning process for a master production schedule, you cannot edit or enter data in MDS/MPS components fields.

A more detailed description of how these options affect schedules and plans appears in Table 1 - 48.

All Planned Items: Include all planned items in the planning process. You would chose this option to be certain that all items are planned, such as those you add to a job or schedule that are not components on any bill.

Note: You may want to plan using this option to avoid missing items you want to plan. For items you do not want to plan, define them with an MRP Planning Method of Not planned when you define an item in Oracle Inventory.

Demand schedule items only: Include all the items specified in your demand schedule(s). You can specify more than one MDS per organization.

Supply schedule items only: Include the items with Firm Planned Orders within the specified supply schedule(s) only. Supply schedules could be MPS (where all planned orders are firmed automatically), DRP, or MRP schedules.

Supply and demand schedule items only: Include items from both the specified demand schedule(s) and the Firmed Planned Orders from any specified supply schedule(s).

14. Save your work.

See Also

Time Fence Planning

Defining Items

Viewing Pegged Supply and Demand

Planning Organizations