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Oracle MRP User's Guide
Release 12.1
Part Number E15188-05
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Planner Workbench

Overview of Planner Workbench

You can review and implement recommendations suggested by the planning process with the Planner Workbench. You can selectively implement these recommendations as new and rescheduled orders, and release all or some of them.

You can:

You can select a predefined set of criteria or any combination of criteria when querying on the recommendations generated by the DRP, MRP or MPS planning process. The planner can then:

Supply Chain Planning users can also review and implement recommendations across multiple, interdependent organization. See: Overview of the Supply Chain Planner Workbench.

Quick Access to Particular Documents

You can place documents that you reference frequently in the Oracle Applications Navigator. Placing documents in the Navigator is especially useful when you need to query large documents. When the document is open, choose Place on Navigator from the Action menu. When you choose the Documents tabbed region in the Navigator, you can then access that document directly from within the Navigator. See: Using the Navigator's Documents Region, Oracle Applications User's Guide.

Reviewing Planning Information

Overview of Reviewing Planning Information

Before implementing planning recommendations, you can review your material plans.

You can review planning exception messages, resource availability, item information, supply details, the horizontal plan, and a summary of supply and demand.

Supply Chain Planning users can also get a summary of supply and demand for all organizations included in the plan.

Note: The planning products support Oracle Project Manufacturing 's model/unit effectivity. The fields of Unit Number, Effectivity Control, From Unit Number, and To Unit Number are visible if this featured is enabled. They are displayed in the following windows: Supply/Demand, Items, End Assemblies, Where Used, and Pegging.

See Also

Reviewing Resources Information

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Choose Resources to display planning information in the Resources window.

  4. In the Find Items folder window, enter your search conditions. See: Customized Find Windows.

  5. Choose Find.

    This window specifies a plan's resources by department or line. In this window you can also choose buttons to review a resource's items, availability, requirements, and horizontal plans.

Reviewing Item Planning Information

Note: Plan Status can be viewed by selecting Tools from the pull down menu. You can also initialize Copy Plans by selecting Tools from the pull down menu.

To review item planning information

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Choose Items to display planning information in the Items window. See: Defining Items, Oracle Inventory User's Guide.

  4. In the Find Items folder window, enter your search conditions. See: Customized Find Windows

  5. Choose Find.

  6. Select an item.

    You can use this to highlight or drill down into other windows for selected items.

Choose the Attachments toolbar icon to use the Attachments feature. See Working with Attachments, Oracle Applications User's Guide.

Note: BOM calendar periods are used, not accounting periods.

See Also

Viewing On-hand Quantities

Information about on-hand quantities for selected items includes project and task references, nettable and non-nettable quantities, and subinventory locations. The values that appear in the quantities and subinventory fields are based on the plan options.

Note: Project and task references are only on items with project specific inventory.

To view on-hand quantities for a project:

  1. Navigate to the Items window.

  2. Select one or more items.

  3. From the Tools menu, select On Hand to display the View On Hand Quantities window.

For an item in an organization, the View On Hand Quantities window displays quantities for each subinventory, whether the subinventory is nettable. This gives you a more detailed picture of nettable and non-nettable quantities than the Items window, which displays the sum of these quantities across all subinventories. In addition, the View On Hand Quantities window displays project information, if an item has a project/task on hand.

See Also

Reviewing Supply and Demand

You can review supply and demand detail information for a plan, based on your Preferences selection.

To review all supply and demand detail information for a plan

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Choose one of the following buttons to display the Supply/Demand window:

  4. In the Find Supply/Demand folder window, enter your search conditions.

  5. Choose Find.

  6. Review your supply/demand details. See: Supply and Demand Fields.

  7. Choose the Attachments toolbar icon to use the Attachments feature. See Working with Attachments, Oracle Applications User's Guide.

  8. Save your work.

See Also

Supply and Demand Fields

Action

Recommendation from the planning engine for a specific record, such as Reschedule In, Reschedule Out, Cancel, and Release.

Alternate BOM

Used for net change replanning.

Alternate Routing

Used for net change replanning.

BOM Item Type

Type of item, such as: Model, Option class, Planning Standard, and Product Family.

Build Sequence

Displays the build sequence used in releasing planned orders.

Category

Item category.

Compression Days

The number of days that the planning process suggests you compress the order, that is, reduce the time between the start date and due date.

Days from Today

Displays demand or supply entries that are due within the specified number of days from the current date.

Firm

Indicates if a supply order was firmed or not.

Implemented Quantity

The quantity of a supply order which has been implemented as a discrete job or purchase requisition.

Item

The part number.

Last Unit Completion Date (LUCD)

For repetitive or aggregate repetitive schedules, this value is the the last unit completion date. For repetitive demand, this value is the rate end date. This field name can be changed to meet your requirements.

Last Unit Start Date (LUSD)

The last unit start date of a repetitive or aggregate repetitive schedule.

Line

Used for net change replanning.

New Date

The due date of a firmed supply order. This defaults to the suggested due date of the order; however, you can manually override this value.

New Quantity

The order quantity of a firmed order. This defaults to the suggested quantity of the order; however, you can manually override this value.

Old Due Date

The original due date of a rescheduled order.

Old Order Quantity

The original order quantity of a discrete job, repetitive schedule, or flow schedule.

Order Number

The order number of a purchase order, purchase requisition, discrete job, flow schedule, or sales order.

Order Type

The order type of the supply or demand entry. The supply types are: Purchase order, Purchase requisition, Discrete job, Suggested aggregate repetitive schedule, Flow Schedule, Planned order, Non-standard job, PO in receiving, Intransit shipment, Intransit receipt, Suggested repetitive schedule, Discrete job by-product, Nonstandard job by-product, Repetitive schedule by-product, Planned order by-product, and Payback Supply. The demand types are: Planned order, Non-standard job, Discrete job, Flow Schedule, Repetitive schedule, Expired lot, Sales Order,, Forecast MDS, Manual MDS, Other independent demand, Hard reservation, MDS independent demand, MPS compiled demand, Copied schedule demand, Planned order scrap, Discrete job scrap, Purchase order scrap, Purchase requisition scrap, PO in receiving scrap, Repetitive schedule scrap, Model/option class/product family demand, Intransit shipment scrap, Interorganization order, and Payback Demand.

Organization

The organization short code. Use this criteria to display supply or demand entries within the specified organization.

Planner

The planner associated with an item. This criteria displays items or supply/demand entries for items that belong to the specified planner.

Project Number

The project number associated with an order. Use this criteria to display supply/demand associated with the specified project.

Quantity/Rate

The required quantity of a demand entry or the order quantity of a supply entry. For repetitive demand, this field displays the daily demand quantity. For repetitive supply, it displays the daily production rate.

Release Errors

Error messages associated with specific records not selected in the Select All for Release processing.

Repetitive

Indicates if an item is repetitively planned. Use this criteria to display repetitive supply or demand entries.

Rescheduled

Indicates if a supply order has been rescheduled.

Schedule Group

You can select a schedule group for a planned order and release.

Selected for Release

Indicates if a supply order has been selected for release.

Source Organization

Organization from which a specified supply order is sourced.

Source Supplier

The supplier associated with an item, used as the default for an order.

Source Supplier Site

The location of the source supplier.

Suggested Dock Date

Date that the planning process suggests the supply order is received.

Suggested Due Date

Supply: The date the planning process recommends the item should be available to use in manufacturing. This is typically when you deliver the item to inventory. This is calculated by adding any postprocessing lead times for the item to the new dock date.

Demand: The date the using assembly requires the item. If the demand is rate-based, the start date of the rate of the demand is displayed.

Suggested Order Date

The date the planning process recommends to begin an order so it is completed by the suggested due date, based on fixed and variable lead time.

Suggested Start Date

Start date of the supply order.

Task

The task number of an order. Use this criteria to display supply/demand associated with the specified task.

Using Assembly

The parent assembly of an item.

Supplier

The supplier of a purchase order.

See Also

Reviewing the Horizontal Plan

You can review bucketed horizontal planning data, based on your selected display preferences.

Oracle Master MRP provides two different views of this data: snapshot and current. Snapshot data is the data produced by your original planning run. Current data includes all modifications since the planning run.

To review horizontal planning information

  1. Navigate to the Items window.

  2. Check the item(s).

  3. Choose Horizontal Plan to display your Horizontal Plan window.

  4. Choose All Dates to specify the entire date range used to review supply/demand detail information.

  5. Choose the Current button to view current supply/demand information; choose the Snapshot button to view supply/demand information from the latest planning run.

  6. Optionally, choose one of the following buttons to display the Supply/Demand window:

    Supply Demand

    Supply/Demand

    Note: This is not available when reviewing current data.

  7. Review your supply/demand details. See: Supply and Demand Fields

    See Also

Displaying the Enterprise View

You can view a summary of supply and demand for an item, including sales orders, forecast quantities, dependent and independent demand, expected scrap, gross requirements, WIP, purchase orders, requisitions, in transit, in receiving, planned orders, total supply, beginning on hand, and scheduled receipts. This window is especially useful when you need to see all available supply for an item or a summary of demand.

Supply Chain Planning users can display this information by organization. If you are in an owning organization, you have access to all planned items across all planned organizations in your specific plan. If you are in one of the planned organizations, you have access to planned items in your own organization.

Enterprise View provides two different views of this data: current and snapshot. The snapshot data is the data produced by your original planning run; the current data includes all modifications made following the original run.

To review the enterprise view

  1. Navigate to the Items window.

  2. Check the item(s).

  3. Choose Enterprise View to display your Enterprise View window.

    Note: When you choose the Enterprise View button, the Enterprise View window displays snapshot data; when you choose the Current button, the window displays current data. You may toggle between current and snapshot data.

  4. Choose the Current button to view current supply/demand information; choose the Snapshot option button to view supply/demand information from the latest planning run.

    See Also

Reviewing Current Data

You can view your supply and demand data as it was at the time of the last planning run or as it is currently, including any changes you have made in the Planner Workbench. The original data is called snapshot data; data including changes is called current data.

From the Horizontal Plan and Enterprise View windows, you can view not only the snapshot supply/demand information, but also the current status of supply/demand while implementing planned orders at any time. You can navigate to Horizontal Capacity Plan and view current data on resource requirements. It shows the current capacity requirements from existing discrete jobs, repetitive schedules, flow schedules, and unimplemented planned orders.

Note: Current data on resource requirements is not available in MPS plans. Supply Chain Planning users can also compare snapshot and current data from the Enterprise View window.

To review the snapshot or current supply and demand data

  1. Navigate to the Items window.

  2. Check the item(s).

  3. Choose Horizontal Plan. You can also choose Enterprise View.

  4. Choose the Current option button to view current data; choose the Snapshot option button to view snapshot data.

    See Also

    Reviewing the Horizontal Plan

Generating a Graphical Display of Planning Data

You can view a graph of the current or snapshot supply/demand information of one or more items. The graph contains all horizontal plan data for the selected item, rendered in three charts:

To generate a graphical display of planning data

  1. Navigate to the Resources window.

  2. Check the resource(s).

  3. Choose Horizontal Plan.

  4. Choose the Current option button to view current supply/demand information; choose the Snapshot option button to view supply/demand information from the latest planning run.

  5. Choose Graph.

    See Also

Reviewing Planning Exceptions

Oracle MRP provides a range of exception messages for all plans.

You can easily manage your plan by displaying only those items and orders that require your attention, and you can further narrow your search using other criteria such as by buyer or by line. For each exception that matches your selection criteria, you can view a summary of the exception and then drill down to pinpoint orders or items which caused the exception(s). For these items or orders, you can view item information, horizontal plan, and supply and demand. By saving the exception messages each time you replan simulations, you can compare different versions of the same plan or analyze the strengths and weaknesses of a single plan.

Note: You can only display detailed exception and item planning information for exceptions generated by the current planning run. Relaunching the plan from the Launch DRP/MPS/MRP window erases all exceptions and only rebuilds the current version.

You can use the Planning Exception Messages workflow to route messages to personnel such as planners, buyers, and suppliers. This allows you to automate the processing of reviewing exceptions in order to identify potential conflicts before they become problems.

To review a summary of exceptions

  1. Navigate to the Exception Summary window.

    The Exception Summary window displays information about all exception messages generated by the current planning run, along with all messages saved from previous simulation runs.

  2. Optionally, enter and run a query to narrow down the list of exceptions.

    The types of exceptions you might see are:

  3. Scroll right, if necessary, to see values in the following fields:

    If nothing appears in one of these fields, there are likely multiple values for that field. For example, if the Item field is blank, there may be multiple items for which the exception occurred. To find out more, query exceptions by the above-mentioned fields or look at the exception details for the exception type that interests you.

To review details about a particular exception type

  1. Navigate to the Exception Summary window.

  2. Click the box to the left of each exception type for which you want to see detailed information. You can only check the current version of exceptions.

  3. Click the Exception Details button.

To display item information associated with your selected exception message

  1. Check the exceptions whose message details you want to display. You can only check the current version of exceptions.

  2. Choose Items to display the Items window.

    See: Reviewing Item Planning Information

To view resource information for your selected exception message

Choose Resource to display the Resource window.

See: Viewing Capacity Information from the Planner Workbench

To display the horizontal plan for your selected exception types

  1. Check the exceptions whose items you want to display in a horizontal plan. You can only check the current version of exceptions.

  2. Choose Horizontal Plan to display the Horizontal Plan window.

    See: Reviewing the Horizontal Plan.

To save all exception messages:

Choose Save Exceptions. All previously saved messages retain their current version number. All current messages will be saved with the next version number ( n + 1 ), where n is number assigned in the previous save.

See Also

Planning Exception Sets

Planning exception sets specify the sensitivity controls and exception time periods for each exception message.

Since different sensitivity controls and exception time periods are appropriate for different types of items, you can define as many planning exception sets as you need. Assign the appropriate exception set to each item when you define or update the item.

Sensitivity controls that quantify excess and repetitive variance exceptions are:

Exception time period types that define the time period for overcommitted, shortage, excess, and repetitive variance exceptions are:

If you choose to use a user-defined time fence, you must define the number of days that this time fence corresponds to.

See Also

Overview of Net Change Replan

You can use Planner Workbench to replan manual changes to specific orders and available resources, the addition of new supply and demand records, and all items affected by those changes. Net Change Replan is a powerful “what-if” analysis feature that allows you to update a material plan by planning just the items you have changed in the Planner Workbench. The replanning is based on the snapshot data gathered during the original planning run and the changes you have made with the Planner Workbench. No other transactions, such as receipts in Oracle Inventory, are considered in the replanning process. You also have the ability to implement the changes recommended by net change replan.

You can prepare a modified plan by: adding firm planned orders

Note: You cannot replan changes to supply for repetitive items. Items planned in MPS are not replanned in MRP.

Replanning is based on the snapshot data gathered during the original planning run, including item, bill of material, resource availability, and sourcing information (if you are a Supply Chain Planning user). Because the replan does not update this information with new transactions, you can maintain sets of alternative scenarios, examine the effects of different changes and implement the changes that best meet your business requirements.

Note: Until you release your order or schedule, Net Change Replan will change the item status back to that in effect at the last planning run. It will also base any new recommendations on the original snapshot data. Net Change

Replan will correctly replan changes to items only after the items have been released.

Net Change Replan does not consider the transactions that have occurred in the execution system (including the planned orders released for the plan in question). It reuses the snapshot of the prior run. Rerun the snapshot to include these changes.

Batch Mode Planner

Batch mode allows you to communicate directly with the database while making and replanning your changes. While frequent replanning can place an excessive load on system resources, batch mode gives other users access to the plan while you are performing simulations. Batch mode is particularly useful when you want to complete a single replanning cycle.

Online Planner

The online planner allows you to simulate and replan manual changes to supply, demand, and available resource records without increasing database traffic. Starting an online session loads all planning data into memory, afterwards, you can make changes to that data, then replan the changes to see their effect on the rest of the plan. You can implement and release your changes from within the session, or you can make changes and replan as many times as necessary before the release.

As a simulation tool, the online planner quickly allows you to see the effect of the changes you make in the Planner Workbench. As an implementation tool, it reduces unnecessary database transactions and offers rapid plan revision and execution. As a monitoring tool, it generates the full set of exception messages following a replan - it also allows you to save the exceptions generated by previous sessions, offering you feedback on successive planning decisions.

The online planner is particularly useful when performing frequent simulation on a single plan. In online mode, you can do this without suffering a significant loss in performance.

However, there are three restrictions to using the online planner. You cannot make changes to either item attributes or plan options, the online planner will not evaluate capacity constraints, and it will lock all other users out of the plan while the session is active.

See Also

Replanning Net Changes - Batch Mode Planner

To replan net changes in batch mode

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Choose Supply/Demand to display the Supply/Demand window.

  4. Make your changes in the Supply/Demand window.

  5. Save your changes.

  6. In the Planner Workbench window, choose Batch in the Net Change Replan region, then choose Plan.

    Note: The net change replanning process clears all information in the Planner Workbench window.

  7. Keep a record of the Request ID displayed in the Note window.

  8. Choose OK.

  9. Verify that the net change replanning process has completed. See: Using the Concurrent Requests Windows, Oracle Applications User's Guide.

  10. Re-query the plan to review your changes.

  11. If you are not satisfied with the replan results, repeat Steps 2-7 as needed.

    To implement and release your modified plan:

    See: Implementing Planning Recommendations

    See Also

Replanning Net Changes-Online Planner

To start an online planner session: Navigate to the Planner Workbench window. Select a plan name. Choose Online in the Net Change Replan region and choose Start. Choose OK to acknowledge that starting this session will prohibit access to the plan by other users. Make a note of the concurrent request ID and choose OK.

While the online planner loads the data into memory, you will see the Online Planner Status window. This window displays the progress of the loading and signals you when the session is ready for planning.

When the status window informs you that the session is ready for planning, close the window to return to the Planner Workbench.

Your online planner session is now active.

To replan your changes with the online planner

  1. Start your online planner session, as described above.

  2. Navigate to either the Supply/Demand window or the Available Resources window, whichever is appropriate.

  3. Make your changes in the window.

  4. Save your changes.

  5. In the Planner Workbench window, choose Online in the Net Change Replan region, then choose Plan.

    Note: The online planner will clear and lock all other windows during the replanning process.

To check the status of an online planner session

  1. In the Planner Workbench window, choose Online in the Net Change Replan region, then choose Status. The online planner will display one of the following status messages:

    Concurrent Request [concurrent request number] pending Loading Data Ready for Planning, Planning Complete

    Loading Data Ready for Planning Planning Complete

To implement and release your modified plan

See: Implementing Planning Recommendations.

To stop an online planner session

  1. In the Planner Workbench window, choose Online in the Net Change Replan region, then choose Stop.

  2. Choose OK to confirm that you want to end your online planner session.

Note: The Net Change Replan region is not yet ready to start a new batch mode or online planner session. Choose Status to display the Online Planner Status window. Confirm that the status is Complete and close the window. You can now start another online planner session, or start the batch mode planner

To view and interpret online planner results

  1. Navigate to either the Supply/Demand window or the Available Resources window, whichever is appropriate.

  2. When you first make changes in the window, the changed values are highlighted in the color pink. After following the procedure for replanning, all changes created by the online planner are now highlighted in the color blue.

    If you make other changes in this replan session, those new changes are highlighted in pink in the window.

See Also

Overview of Graphical Pegging

You can use the graphical pegging feature to analyze the impact of changing a supply or demand order at any level of your bill of material. Full pegging traces supply information for an item to its corresponding end demand details. Full pegging can also link a demand order to all corresponding supply.

To use graphical pegging, you must enable the Memory-based Planning Engine in your plan or schedule and select Pegging in the Plan Options window.

Supply information includes:

Demand information includes:

Note: Since planned orders are pegged to top level demand (a project or contract), resulting work orders and purchase orders are easily associated to the project or contract.

In graphical pegging, supply information is pegged to all higher level demands, up to and including the top level assembly. In single level pegging, supply information is pegged only to the demand at the next higher level.

Suggestion: You can trace a purchased item or subassembly shortage to the sales order that would be affected. You can use this information to prioritize critical material and capacity resources.

See Also

Viewing Pegged Supply and Demand Prerequisites

  1. You must have Pegging selected as a plan option. See: Reviewing or Adding Plan Options.

  2. You must have the Pegging item attribute (in Oracle Inventory) set to one of the following options:

See: MPS/MRP Planning Attribute Group, Oracle Inventory User's Guide.

To view pegged supply information

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Choose Supply/Demand to display the Supply/Demand window.

  4. In the Find Supply/Demand folder window, enter your search conditions. See: Using Query Find, Oracle Applications User's Guide, Using Query Operators, Oracle Applications User's Guide, and Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide.

  5. Choose Find.

  6. In the Supply/Demand window, select a demand order (indicated by a negative quantity) to reveal its pegged supply.

  7. Choose Pegging to open the Object Navigator window for a graphical display of supply/demand relationships for an item.

    With the Object Navigator, you can display your data in a visual hierarchy. Each element in the sourcing rule is displayed in a rectangular node, with connecting lines that depict the nodes' relationships to each another (known as the data flow). The nodes are color-coded for easy identification, and other aspects of the data flow can be changed to meet specific requirements.

To view pegged demand information

  1. Navigate to the Supply/Demand window.

  2. In the Supply/Demand window, select a supply order (indicated by a positive quantity) to reveal its source of demand.

  3. Choose Pegging to open the Object Navigator window for a graphical display of supply/demand relationships for an item.

See Also

Available to Promise

You can monitor and coordinate customer delivery promises using the available to promise information in the Horizontal Plan window and Planning Detail report. The planning process calculates ATP based on the Calculate ATP item attribute. See: MPS/MRP Planning Attribute Group, Oracle Inventory User's Guide.

ATP is based on a specific MPS, DRP or MRP plan and is non-cumulative. Changes to on-hand quantities, scheduled receipts, and demands made after the planning process is completed are not reflected in ATP until the next time the material plan is executed.

Note: Any ATP calculation done through Oracle MRP does not consider the ATP rules you define in Oracle Inventory. For instructions on viewing or calculating ATP through Oracle Inventory, see: Viewing ATP Information, Oracle Inventory User's Guide.

Calculating ATP

Oracle MRP calculates the ATP quantity of an item for each day of planned production by adding planned production during the period (planned orders and scheduled receipts) to the quantity on hand, and then subtracting all committed demand for the period (sales orders, component demand from planned orders, discrete jobs, flow schedules, and repetitive schedules).

Note: Committed demand does not include forecasted demand or manually entered master demand schedule entries. Also, the amount available during each period is not cumulative. Oracle MRP does not consider ATP quantities from prior periods as supply in future periods.

The Available to Promise formula is:

ATP = on hand + supply - demand

where:

on hand = nettable quantity on hand

supply = planned orders, scheduled receipts (purchase orders, purchase requisitions, flow schedules, discrete jobs, and suggested repetitive schedules).

demand = sales orders, component demand (from planned orders, discrete jobs, flow schedules, and suggested repetitive schedules); excludes forecasted demand or manual entries

Calculating ATP for Product Family Items

An ATP calculation can be performed at either the product family item level or the member item level. An ATP calculation for the product family item takes into account demand for member items.

Depending on the ATP rule specified in Oracle Inventory, the ATP formula for a member item is:

ATP (member item) = MPS (member item) - SO (member item) + WIP jobs (member item) + PO (member item) + On-hand (member item) The ATP formula for a product family item is:

ATP (member item) = MPS (product family) - SO (all members) + all demand entries specified in the ATP rule for all members

Notice that the ATP calculation for a product family item does not consider supply for member items.

For example, consider a product family item, PF, consisting of member items I1 and I2. The planning percentages are:

Also assume that PF has Forecast Control set to Consume, and I1 and I2 both have Forecast Control set to Consume and derive.

Now assume the following forecast and sales order:

After loading the forecast and sales order to an MDS, the schedule looks like this:

Schedule: I2 (F) 60 The production plan looks like this:

The ATP calculation based on this plan looks like this:

Negative ATP

If ATP goes negative in a period, it rolls backwards to find ATP from a previous period to cover the demand.

Consider the following simple example:

Available to Promise
Type Beg. Inventory Period 1 Period 2 Period 3 Period 4
Sales Order . 100 300 . .
Schedule Receipt . 300 200 . .
ATP (before adjustment) . 200 -100 . .
ATP . 100 0 . .

The available to promise for period 1 is calculated by subtracting the sales order demand (100) from scheduled receipts (300) giving ATP (200). In period 2, however, when subtracting sales orders (300) from scheduled receipts (200), the initial result is negative ATP (-100). Oracle MRP borrows available ATP from the previous period to compensate for the negative quantity.

Inventory Snapshot

Oracle MRP bases ATP information on the:

Suggestion: You should re-plan the master schedule or material requirements to get the latest ATP information.

Choose whether to display ATP information for an item in the Horizontal Plan window and on the Planning Detail report with the ATP calculation option. Set this option when you define an item.

See Also

Supply Chain ATP

Supply Chain Available to Promise (ATP) enables you to view detailed availability information from Oracle Inventory or Oracle Order Management for an order line, ship set, or configuration in order to choose which supply source you want to use to meet the demand. You can perform Supply Chain ATP with or without a customer reference. In both procedures you set up sourcing rules or bills of distribution specifying the percentages of each source - and then you create assignment sets.

For example, one sourcing rule, West-2, might specify that the SAC organization should be the supply source 60% of the time and the AUS organization should be the supply source 40% of the time.

Then you can create an assignment set in which one of the entries specifies that Customer 1 at Customer site 1A takes sourcing rule West-2 for item A0007 from SAC, and another entry specifies that Customer 1 at Customer site 1B takes sourcing rule West-1 for all items from AUS.

Lead time data between different supply sources and different customer locations is entered in Oracle Inventory windows. For example, you might specify that the lead time between SAC and Customer site 1A using Ground transportation is 2 days, whereas the lead time between AUS and Customer site 1A using Ground transportation is 3 days.

When you perform an ATP query from Inventory or Order Management, the program shows all possible sources of supply, using the sourcing information you entered earlier. (When more than one sourcing rule seems to apply, the sourcing hierarchy determines which sourcing rule to use.) Supply Chain ATP also calculates the receipt date from each possibly supply source, using the intransit lead times specified in Oracle Inventory. In calculating the receipt date, the program uses the calendar of the source organization.

After you see the different receipt dates, you can choose which supply source you want to use for each order line, ship set, or configuration.

Capable to Promise

Capable to Promise (CTP) extends Available to Promise by taking into account capacity information. Whereas ATP only considers material availability and assumes infinite capacity resources, CTP considers availability of both materials and capacity, giving a more realistic picture of whether demand can be satisfied within a given time fence.

You can enable the Capable to Promise feature by setting the INV:Capable to Promise profile option to Enable Product Family ATP and CTP. See: Oracle Inventory Profile Options, Oracle Inventory User's Guide.

CTP calculations take longer than ordinary ATP calculations, and in some cases you may not want to spend the extra time considering capacity resources. Therefore, you can choose at the item level whether you want to check only materials, only capacity resources, or both in the ATP calculation. To do this, set the Check ATP item attribute in the Order Management attribute group. See: Order Management Attribute Group, Oracle Inventory User's Guide.

If you want an ATP calculation on the item to consider resources, you must also define a CTP routing for the item and check the Capable to Promise check box in the Routing form. (The CTP calculation only takes into account demand placed on resources by items whose routings have the Capable to Promise flagged on.) See: Creating a Routing, Oracle Bills of Material User's Guide. In addition, you must specify by department which resources should be used in CTP calculations. See: Defining a Department, Oracle Bills of Material User's Guide.

The ATP Rule can also be associated with a department and resource combination. This is set in the Oracle Bills of Materials Resource window, or a line as set in the Oracle Work In Process Production Lines window.

The following settings apply to the CTP function:

A CTP calculation checks availability of components only for assemble-to-order items (ATO), not standard items. Furthermore, it only checks availability of components if the ATP components item attribute in the Order Management attribute group is flagged on.

For example, assume item A is a model whose components are items B and C. Suppose that quantity-on-hand for item A is 0. If you do an ATP check that only considers materials, the ATP quantity will be 0. If you do a CTP check (that is, an ATP check that considers both materials and resources), and the Check components item attribute is turned on for item A, the application will check the availability of items B and C and will check the resources necessary to make item A to determine how many of item A can be made. In addition, it will check the resources and materials necessary to make more of items B and C, to make more of item A, and will report the total in the CTP calculation. Thus, a CTP calculation that considers both materials and resources might show a greater ATP quantity than a calculation that only checks materials, particularly when the item being checked is an assemble-to-order item.

To perform a CTP calculation, see: Viewing ATP Information, Oracle Inventory User's Guide.

See Also

Implementing Planning Recommendations

Overview of Implementing Planning Recommendations

After you have reviewed your material plans, you are ready to release the planning recommendations. You can:

Alternatively, you can enable the planning process to automatically release planned orders, without modification to dates and quantities or implementation details. However, you must manually implement and release repetitive schedules. See: Auto-release Planned Orders.

Note: You cannot release kanban items. These items have item attribute Release Time Fence set to Do Not Release (Kanban) in Oracle Inventory.

The planning process will generate planned orders against these items, but you will not be able to release them into Purchasing or Work in Process.

A warning message displays informing you when releasing MPS planned order in MRP

See Also

Creating Firm Planned Orders

You can firm the planned orders to stabilize portions of the material plan. You can also add firm planned orders to the plan manually. When you launch the planning process, you can choose not to overwrite firm planned orders.

Firming a planned order does not firm the job in Oracle Work in Process. Firming a planned order only prevents the planning process suggesting changes. See: Implementing Planned Orders as Firm.

To firm a planned order:

  1. Navigate to the Supply/Demand window.

  2. Check the item you want to firm.

    Note: You can create firm planned orders for discrete parts and repetitive schedules only. You cannot firm purchase orders.

  3. Check Firm and, optionally, update the firm date and firm quantity.

  4. Save your work.

To manually add a firm planned order

You can add firm planned orders for DRP-planned, MRP-planned, or MPS-planned items.

  1. Navigate to the Supply/Demand window.

  2. Select New Record from the Edit Menu.

  3. Enter an item and organization.

    Note: You can add firm planned orders for discrete parts and repetitive schedules only. You cannot firm purchase orders

  4. Enter an order type (either Planned Order or Manual MDS).

    The Action field is set to Release and the Firm check box is checked automatically.

  5. Enter the firm date and firm quantity.

  6. Check Firm and, optionally, update the firm date and firm quantity.

  7. Optionally, enter a source organization and source supplier.

  8. Optionally, enter the alternate BOM designator and alternate routing designator.

  9. Save your work.

Note: If the item exists in a supply schedule that derives this plan, you will not be able to add firm planned orders for it.

See Also

Implementing Planned Orders

You can easily load suggested planned orders into Oracle Work in Process or Oracle Purchasing from the Planner Workbench to create discrete jobs and purchase requisitions.

However, you cannot release kanban items. These items have the item attribute Release Time Fence set to Do Not Release (Kanban) in Oracle Inventory. The planning process will generate planned orders against these items, but you will not be able to release them into purchasing or work in process.

Note: You can specify that planned orders be automatically released as WIP jobs or purchase requisitions. See: Auto-release Planned Orders.

The order type depends upon the Make or Buy item attribute. If an item is defined as Make, but can be purchased, you can release it as a purchase requisition or a discrete job. In addition, Supply Chain Planning users can determine the Make/Buy item attribute with sourcing rules and bills of distribution. For more information, refer to Sourcing Rules and Bills of Distribution

You can load discrete jobs as firmed and/or released and can view current discrete job information.

To release a single planned order

  1. Navigate to the Supply/Demand window.

  2. Optionally, override the default job class or requisition load group by opening the Preferences window from the Tools menu.

  3. Check Release in the item row.

  4. In the Implement As column, select:

    Discrete Job: Only if the Build in WIP item attribute is Yes. This excludes the WIP:View Only Released ECOs profile option. This is the default when the Make or Buy item attribute is Make.

    None: Do not release the planned order. This is the default when the planned order has been fully implemented.

    Purchase Requisition: Only if the Purchasable item attribute is Yes.

    This is the default when the Make or Buy item attribute is Buy.

    Note: You can automatically create releases at the same time you create requisitions. Set the profile PO:Release During ReqImport to create releases each time you run the Requisition Import process. Releases for all blanket-sourced, approved requisitions are automatically created (and optionally approved).

    The Req Import program will be run specific to the operating unit tied with your responsibility. You may need to run Req Import for different operating units base on your needs.

  5. Navigate to the Supply/Demand window to change the released quantity.

    Note: The schedule group, build sequence, alternate BOM, alternate routing, and demand class can only be updated for planned orders being released as discrete jobs or discrete jobs being rescheduled. The schedule group has a list of values which lists all schedule groups from WIP for the organization in the supply record. The build sequence is a number and can only be updated when schedule group is entered.

  6. Optionally specify line, alternate BOM designator and alternate routing designator.

    If you are using Project MRP, optionally specify project and task. For a purchase requisition, source organization, source supplier, or source supplier site, implement a discrete job as firm by setting the firm flag.

  7. Save your work.

  8. Choose Release to open the Release window.

  9. Review summary information based on new orders, new schedules, new requisitions, and changes to existing data.

  10. Choose OK.

To release all planned orders and reschedules

  1. Navigate to the Supply/Demand window.

  2. Choose Select All for Release, or check Release for each planned order.

    During Select All for Release processing, records are posted to the database for server side processing. After processing is complete, records are automatically required in the Supply/Demand window. All messages, both error and successful, are tied to individual records and are displayed in a new field called Release Errors. Records with error messages are highlighted. You can fix the records with errors and resubmit them for processing.

  3. Complete Steps 3-6 above, to release a single planned order.

Error Message Processing

Records not selected for release can have one or more error messages associated with them. Three examples of error messages are listed here:

To take corrective action on error messages

  1. Navigate to the Planner's Workbench window.

  2. From here navigate to the windows or fields that need to be changed or updated with new information.

    For example, if the error message is Location is Missing, you can navigate to the Release window and select a location.

  3. Save your work.

  4. Choose Select All For Release processing again to process the records.

  5. You can also delete the error message associated with the record after correcting the error condition.

To delete error messages

  1. After taking corrective action for a record, navigate to the Supply/Demand window.

  2. Delete the error message associated with the record in the Release Errors field.

    For example, if the error message is Location is Missing and you corrected the error by selecting a location on the Release window - you can now delete this message.

  3. Save your work.

  4. Check Release in the item row and complete the steps to release a single planned order.

See Also

Implementing Repetitive Schedules

You can modify and/or implement repetitive schedules. Oracle MRP suggests repetitive schedules by line and divides production according to line priorities established in Oracle Work in Process.

Before releasing, you can modify the first and last unit completion dates, daily quantity, processing days, and total quantity of repetitive schedules. These values are automatically recalculated as you individually change them.

For example, if the daily quantity is currently 10 and processing days is currently 2 and you change processing days from 2 to 4, the total quantity is automatically updated from 20 to 40.

To implement repetitive schedules

  1. Navigate to the Supply/Demand window.

  2. Check Item.

    Note: You can implement repetitive schedules as firm using the Planner Workbench.

  3. Check Selected to Release in the item row.

  4. Review the implemented date and implemented quantity and change as necessary.

  5. Optionally, override the default job class or requisition load group by opening the Preferences window from the Tools menu.

  6. In the Implement As column, select Repetitive Schedule.

    Note: You can automatically create releases at the same time you create requisitions. Set the profile PO: Release During ReqImport to create releases each time you run the Requisition Import process. Releases for all blanket-sourced, approved requisitions are automatically created (and optionally approved)

    Navigate to the Supply/Demand window to change the released quantity.

    The schedule group and build sequence fields can only be updated for planned orders being released as discrete jobs or discrete jobs being rescheduled. The schedule group has a list of values which lists all schedule groups from WIP for the organization in the supply record. The build sequence is a number and can only be updated when schedule group is entered.

  7. Save your work.

    See Also

Implementing Planned Orders as Firm Jobs

You can implement a planned order as a firm discrete job, repetitive schedule, or flow schedule. When you release the order, it will appear as a firm discrete job in Oracle Work in Process. When these jobs or schedules are loaded in to work in process, the planning process treats them as firm scheduled receipts.

Implementing a planned order as firm does not stabilize the item in the material plan. The planning process will continue to make rescheduling suggestions in future runs until the order is released and becomes a firm scheduled receipt. Likewise, implementing planned orders as firm jobs does not prevent the planning process from rescheduling those items until they are loaded into work in process and become firm scheduled receipts.

The following list describes firming behavior:

Therefore, to prevent the planning process from making rescheduling suggestions, you must either firm the planned order or release a planned order that has been implemented as firm. See: Creating Firm Planned Orders.

To implement a planned order as a firm job or schedule

  1. Navigate to the Supply/Demand window.

  2. If you are creating a planned order manually, enter the firm date and firm quantity.

  3. Check Select to Release in the item row.

  4. Review the implemented date and implemented quantity and change as necessary.

  5. Optionally, override the default job class by opening the Preferences window from the Tools menu.

  6. In the Implement As column, select:

    Discrete Job: Only if the Build in WIP item attribute is Yes. This excludes the WIP: View Only Released ECOs profile option. This is the default when the Make or Buy item attribute is Make.

    None: Do not implement the planned order. This is the default when the planned order has been fully implemented.

    Purchase Requisition: Only if the Purchasable item attribute is Yes. This is the default when the Make or Buy item attribute is Buy.

  7. Choose Release.

  8. In the Release window, choose OK>

    Navigate to the Supply/Demand window to change the released quantity. You cannot firm implemented orders for purchase requisitions or repetitive schedules.

    Note: The schedule group and build sequence fields can only be updated for planned orders being implemented as discrete jobs or discrete jobs being rescheduled. The schedule group has a list of values which lists all schedule groups from WIP for the organization in the supply record. The build sequence is a number and can only be updated when schedule group is entered.

  9. Save your work.

See Also

How Purchase Requisitions are Created

When you create purchase requisitions using the Planner Workbench, purchase requisitions are created according to your MRP:Requisition Load Group Option. You can override the default load group and apply them to selected planned orders by choosing preferences from the Tools menu.

Note: Firm, reschedule, or cancel purchase orders in Oracle Purchasing. These functions are not available in the Planner Workbench

See Also

Rescheduling Scheduled Receipts

After you review planning recommendations, you can reschedule or cancel discrete jobs defined in Oracle Work in Process and reschedule purchase requisitions defined in Oracle Purchasing. Planning recommendations include:

Before rescheduling, you can modify dates and quantities of scheduled

receipts and firm discrete jobs in Oracle Work in Process.

Note: You cannot cancel purchase requisitions, orders, or work in process jobs using the Planner Workbench. You must perform these functions in Oracle Purchasing or Oracle Work in Process. Cancel purchase requisitions using the Control Requisitions window. Firm or reschedule purchase orders using the Purchase Orders window. Cancel purchase orders using the Control Purchase Orders window.

To reschedule scheduled receipts

  1. Navigate to the Supply/Demand window.

  2. Check an Item.

  3. Check Selected to Release.

See Also

Walking Up and Down a Bill of Material

Overview of Bill of Material Review

You can move up and down the bill of material and review planning information for the components and using assemblies of the item being planned.

Supply Chain Planning users can also review source and destination organizations for the item being planned. See: Reviewing Source and Destination Organizations.

See Also

Reviewing Assembly Components

You can walk up and down the bill of material and display effectivity and quantity, use-up information, and item details for the components of the item.

To review component attributes for your selected item

  1. Navigate to the Items window.

  2. Check the item(s).

  3. Choose Components to display the Components window.

  4. Choose a tabbed region:

    Effectivity and Quantity, Use Up Information, and Item Details

    Note: Alternate BOM information is available on the Components window.

To review supply and demand information for components

  1. Choose one of the following buttons to display the Supply/Demand window:

    Supply, Demand, Supply/Demand

  2. Review your supply/demand details. See: Supply and Demand Fields.

    See Also

End Assembly Pegging

End assembly pegging ties specific items in the MPS, DRP or MRP plan, identifying the using assemblies and end assemblies that created the demand for the item.

When you define the item, you can specify whether Oracle MRP computes and displays end assembly pegging information on the (Supply Chain) Planning Detail Report.

See Also

Reviewing Using Assemblies

You can walk up and down the bill of material and display effectivity and quantity, use-up information, and item details for the using assemblies of the item.

To review using assembly attributes of the selected item

  1. Navigate to the Items window.

  2. Check the item(s).

  3. Choose Where Used to display the Where Used window.

  4. Choose an alternative region:

    Effectivity and Quantity

    Use Up Information

    Item Details

    Note: Alternate BOM information is available on the Components window

To review supply and demand details for using assemblies

  1. Choose one of the following buttons to display the Supply/Demand window: Supply, Demand, Supply/Demand

  2. Review your supply/demand details. See: Supply and Demand Fields.

    See Also

Reviewing End Assemblies

To review end assemblies of the selected item:

  1. Navigate to the Items window.

  2. Check the item(s).

  3. Choose End Assemblies to display the End Assemblies window.

See Also

Capacity Planning

Overview of Online Capacity Planning

Online capacity planning enables you to generate a material and a capacity plan simultaneously. You can analyze and maintain material and capacity plans from the same Planner Workbench. You can get immediate information about whether your material requirements plan is realistic given your capacity constraints. You can also identify capacity problems - overload or underload - and make changes to balance capacity requirements with material requirements. Finally, you can run what-if simulations to see the effects of changing part of your material or capacity plan before you implement it.

Capacity Requirements Planning

CRP verifies that you have sufficient capacity available to meet the capacity requirements for your MRP plans. It is a shorter term capacity planning tool than rough cut capacity planning (RCCP) - but it is also used to balance required and available capacity, and to negotiate changes to the master schedule and/or capacity requirements.

CRP is a more detailed capacity planning tool than rough cut capacity planning in that it considers scheduled receipts and on-hand inventory quantities when calculating capacity requirements.

As with RCCP, you can perform detailed capacity planning at either the resource level, routing-based, or production line level, rate-based.

See Also

Viewing Capacity Information from the Planner Workbench

You can use the Planner Workbench to view capacity information for a plan, as long as you have Oracle Capacity installed.

Note: Depending on your setup, capacity information calculated might include line requirements for discrete jobs and planned orders.

Prerequisites

Before you can view capacity information from the Planner Workbench, you must:

To indicate that you want to plan both materials and capacity, check the Plan Capacity check box in the Plan Options window before you run the plan. If the plan is an MPS plan, also assign a Bill of Resource to at least one organization. See: Reviewing or Adding Plan Options.

Note: The Plan Capacity flag is enabled only when CRP is installed.

Launch the plan.

To view capacity information

  1. Navigate to the Resources window from the Planner Workbench.

  2. Scroll right, if necessary, to see values in the following fields:

    Dept/Line: specifies whether the resource is a department or a production line

    Resource: the name of the resource

    Org:the organization to which the resource belongs; this field only appears if you're looking at a multi-org plan

    Owning Dept:the department that owns the resource

    Dept Class:the department class associated with the department

    Resource Type:the type of resource, such as person, machine, and so on

    Resource Group:the group to which the resource belongs

    Min Rate:the minimum hourly rate for a production line

    Max Rate: the maximum hourly rate for a production line

To view resource requirements for a particular resource

  1. Navigate to the Resource window.

  2. Select the resource or resources for which you want to see detailed information.

  3. Choose Requirements. The Resource Requirements window appears.

  4. Look at the values in the following fields:

    Start Date: the beginning date that the department and resource are required

    End Date: the ending date that the department and resource are required

    Required Hours: the total number of hours required by a repetitive schedule, or the number of hours required by a discrete job or planned order

    Schedule Quantity: for discretely manufactured items, the quantity of the item scheduled for the date; for repetitively manufactured items, the total quantity of the item on the schedule

    Using Assembly: the assembly that is the source of the demand

    Daily Quantity: the daily production rate for the repetitive schedule, effective from the schedule start date to the schedule end date

    Order Number: the order number that is the source of the demand Order Type: the type of order that is the source of the demand: Discrete job, Non-standard job, Planned order, Repetitive Schedule, or Flow Schedule.

    Source Item: the item that generates the resource requirement

    Op Seq: the operation sequence associated with the department and resource

    Daily Hours: the number of hours required by a discrete job or planned order

    Schedule Start Date: the start date of the demand

    Rate End Date: the date on which the repetitive production rate ends

    Load Rate: the load rate for the repetitive schedule; the load rate is the daily quantity multiplied by the load factor, which is the maximum hourly rate divided by the production rate for a given repetitive assembly and production line

To view available capacity for a particular resource

  1. Navigate to the Resource window.

  2. Select the resource for which you want to see available capacity.

  3. Choose Availability.

    The Resource Availability window appears.

  4. Look at the values in the following fields:

    From Date: the beginning date that the department and resource are available

    To Date: the ending date that the department and resource are available

    Max Rate: the maximum hourly rate for a production line

    Capacity Units: number of units of a resource available in a department.

    Daily Capacity: the number of hours available per day per resource

Identifying Capacity Problems

By viewing capacity information directly from the Planner Workbench, you can identify capacity problems right away.

To view the load ratio for a resource

  1. Navigate to the Resource window.

  2. Click the check box next to each resource you want to check.

  3. Click the Horizontal Capacity Plan button. The Horizontal Plan window appears.

  4. In the Type column, look for Capacity Load Ratio. Then read across to see what percentage of capacity is utilized for each time period.

  5. In the Type column, look for Cum capacity load ratio. Then read across to see what percentage of capacity is utilized overall.

    Note: The Type column only displays information that you've specified in the Preferences for Planner Workbench. If the information you're looking for does not appear, choose Preferences from the Tools menu and, in the window that appears, choose Horizontal Capacity Plan form the pop-up menu and check Capacity Load Ratio and Cumulative Capacity Load Ratio in both the Routing Based and Rate Based columns.

To raise an exception whenever a capacity load ratio problem occurs in a planning run

  1. Define an exception set, specifying sensitivity controls for underloaded and overloaded of resources. See: Creating Planning Exception Sets.

  2. Identify the list of routing-based resources (department/resources) and rate-based resources (lines) for which you want to report exceptions against.

  3. Attach the exception set to the resource by choosing the Exception Set in the Resources window in Oracle Bills of Material, and the Production Lines window in Oracle Work in Process.

  4. Navigate to the Exceptions window to view the capacity exception.

Testing What-if Scenarios

You can make changes to either capacity or materials and see the effects of these changes on your plan.

To test the effect of a change in resources or materials, do this

  1. Navigate to the Planner Workbench.

  2. Find the plan in which you want to test what-if scenarios.

  3. To make changes to capacity available for this plan, navigate to the Available Resources window. Then change the date, capacity units, or daily capacity for any resource.

  4. To make changes to material supply or demand, navigate to the Supply, Demand, or Supply/Demand window. Then make any changes you want, such as Quantity, Date, Alternate Routing, Alternative BOM.

  5. Save your changes.

  6. In the Planner Workbench window, choose either Online or Batch in the Net Change Replan region, then choose Plan.

  7. Re-query the plan to review the effects of your changes.

    To implement and release your modified plan:

    See: Implementing Planning Recommendations

    See Also

    Overview of Net Change Replan, Identifying Capacity Problems

Plan Status

You can view the status of the planning options you have submitted and the run times of the processes in the Plan Status window.

To view the status of your plan options

  1. Navigate to the Plan Status window from the Tools menu.

    This window has three tabbed regions related to the plan you are

    viewing:

    See Also