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Oracle Service Parts Planning Implementation and User Guide
Release 12.1
Part Number E13338-06
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Oracle Service Parts Planning Implementation and User Guide

Contents

Title and Copyright Information

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Preface

Setting Up Service Parts Planning

Introduction

Business Need
Supply Chain Modeling
Solution Overview
Setup Sequence

Setting Up Source and Destination Instance Data

Source Instance Setup Data
Defining Source Instance Item Attributes
Defining Organization Type
Associating Field Technicians with Subinventories
Setting the Part Condition Subinventory Type
Product – Part Relationships
Defining Item Relationships
Destination Instance Setup Data
Defining Destination Instance Item Attributes
Mass Attribute Import Capability in the Simulation Set
Parts Usage View
Setting up the Supply Chain
Re-order Point Based Planning

Collecting Source Data

Collecting Source Data
Summary of Collected Source Data
Collection Programs for Planning
Starting Planning Data Pull and Planning ODS Load
Collecting Supersession Notes
Collection Programs for Forecasting
Collecting Service Parts Usage History – Field Service
Collecting Service Parts Usage History – Depot Repair
Collecting Service Parts Return History
Collecting Service Products Return History
Collecting Shipment History
Collecting Install Base History
Load History Data from Flat Files
Collecting Data for Demantra
Purging Interface Tables
Viewing Collected Data

Forecasting Concepts

Inline Forecasting Concepts
Spare Parts Demand Forecasts Based on Shipments
Spare Parts Demand Forecasts Based on Usage
Spare Parts Supply Forecasts Based on Returns
Spare Parts Demand Forecasts Based on Product Population
Setting the MSC:Number of processes for Inline Forecast Profile Option
Demantra Forecasting Concepts

Defining Forecasting Rules

Overview – Forecasting Rules
Defining Usage, Shipments, or Returns Based Forecasting Rules
Population-Based Forecast Rules
Setting Up Install Base, Failure, Return, and Retirement Rates
Defining Product Population Based Forecast Rule Parameters
Dual Output Levels
Defining Forecast Rule Horizon Details
Available Forecasting Methods
Setting Forecasting Method Basic Parameters
Setting Forecasting Method Advanced Parameters
Setting the Intermittent Demand Inventory Item Attribute
Associating Forecasting Rules with Items
Setting Up Lifetime Buy Functionality

Service Planning Concepts

Returns Forecast as a Supply Schedule
Returns Forecast Relief – Returns Forecast Time Fence
Lead Times for Repair Planning
Planning Based on Part Condition
Supersession Item Relationships
Supersession Part Search Logic
Generating Planned Orders in Supersession Chain
Impacts of Supersession Item Relationships on Population-Based Forecasts
Inventory Balancing – Circular Sourcing
Demand Priority
Reverse Logistics Assignment Sets
Assigning Sourcing Rule – Return to
Assigning Sourcing Rule – Repair at
Sourcing Rules and Ranking
Sourcing Rules and Supersession Item Attributes
Alternate Shipping Methods
Valid Constraints
Cost-Based Optimization
Enabling Cost Optimization
Support for Reservation
Order Modifiers and the Reverse Supply Chain
Setting Up Refurbished Part as a New Part Number
Re-order Point Based Planning
Defining Supply Allocation Rules
Assigning Supply Allocation Rules to Items and Organizations
Setting Plan Options for Default Allocations
Fair Share Allocation

Using Service Parts Planning

General Solution Approach

Introduction
Service Planning Modes
Generating Only the Plan
Chain-Specific Online Planning

Defining Service Plans

Service Supply Chain Plan Name
Service Supply Chain Plan Options
Item Simulation Set (Mass Maintenance)
Creating Item Simulation Sets
Reverting to Original Values
Item Simulation Set Example
Updateable Attributes List
Criticality Matrix
Setting the MSC:Criticality Category Set Profile Option
Criticality Rules
Creating and Executing a Criticality Query

Working with Plans

Service Parts Planner’s Worksheet
Supply/Demand Analysis Worksheet
Creating Comments
Plan Actions (Exception Region)
      Actions View within Supply/Demand Analysis
      Exception Details – Taking Action
List of Exceptions in SPP
Replan Options Window
Plan Summary Dashboard
Actions Summary Window
Creating Planner’s Work Lists
Windows Available from the Worksheet Tools Menu
Defining User Groups
Executing a Planner Work List
Viewing Planner Work List Results
User Preferences Window - Main Tab
User Preferences - Plan Summary Tab
Pegging in SPP
Queries
      Creating an Order Query
      Available Criteria for Order Queries
      Combining Existing Queries to Create a New Query
      Auto-Execute Order Queries
      Order Queries and Supply Demand Find Criteria
      Deleting Order Queries
      Creating Workbench Queries for Auto-release
Viewing Supersession Notes
Review Workflow Notifications
Re-order Point Based Planning

Release Process

Introduction
External Repair Execution Management
Plan Execution

Integrating with Other Applications

Inventory Parts Planning

Overview
Safety Stock Calculations
Default Rules for Considering Safety Stock
Evaluation of Multiple Service Levels Specified on Different Forms
Inventory Optimization and Service Parts Planning

Collaboration Planning

Communicating with Other Members of the Supply Chain
Using Collaborative Planning to Communicate with a Repair Supplier
Message Flows

Integration between Service Parts Planning and Advanced Supply Chain Planning

Overview
Independent Supply Chains
Integration as seen from Service Parts Planning to Advanced Supply Chain Planning
Integration as seen from Advanced Supply Chain Planning to Service Parts Planning

Glossary of Unique Terms

Index