Requesting the Min-Max Planning Report
To request a min-max planning report you define parameters for min-max planning calculation, choose the sorting criterion for the report, and choose whether to create requisitions.
The INV:Minmax Reorder Approval profile option governs the approval status of requisitions created by the Min-Max Planning Report. See: Oracle Inventory Profile Options.
Use the Min-Max Planning Report to show planning information for all items, or items with on-hand balances either below or above their assigned minimum or maximum on-hand quantities. You also have the option to generate internal or purchase requisitions for Buy items and WIP unreleased jobs for Make items for all items for which the on-hand quantity plus the on-order quantity is less than the min-max minimum amount.
Note: Use the Item/Subinventory Information and Subinventory/Item windows to specify subinventory level min-max planning details. See: Assigning Subinventories to an Item and Assigning Items to a Subinventory.
You can define a default item source at the organization, subinventory, or item levels. Oracle Inventory uses the information from the lowest level to determine the source from which to requisition the item. The ascending hierarchy is: 1) Item in a subinventory, 2) Source in a subinventory, 3) Item in an organization, 4) Source in an organization.
To request the min-max planning report:
2. Enter Request in the Type field.
3. Enter Min-max planning report in the Name field.
4. Navigate to the Parameters field. The Parameters window appears.
5. Indicate whether the planning level is set for the entire organization or a specific subinventory. At the subinventory level, the report cannot generate jobs and does not consider WIP jobs as supply or WIP components as demand. If you select Subinventory, enter the name of the subinventory.
6. Indicate the type of item to include on the report. You can report on items under the minimum quantity, items over the maximum quantity, or all min-max planned items.
7. Enter the category set for the report.
8. You can optionally restrict the report to a range of categories, item, planners, or buyers.
9. Enter the sorting criterion for the report. You can choose to sort by inventory item, category, planner, or buyer. If you choose Category, enter the category set.
10. Enter the demand cutoff date and, optionally, the demand cutoff date offset. The report includes demand on or before this date. If you do not check Net Demand this calculation is for display purposes only.
11. Enter the supply cutoff date and, optionally the supply cutoff date offset. The calculation includes open supply orders on or before this date.
12. Enter Yes or No to indicate whether to restock. If you have set the Planning Level to Organization, the report generates requisitions or jobs according to the item's Make/Buy flag. If you have set the Planning Level to Subinventory, the report generates only requisitions.
13. If you are using the Organization Planning Level, choose one of the following For Repetitive Item options: Create Requisitions for items under minimum quantity, Create Discrete Jobs for items under minimum quantity or run the Report Only without creating jobs or requisitions.
14. Enter the default delivery location.
15. Indicate whether to net reserved and unreserved orders.
16. Indicate whether to Net WIP Demand in the available quantity calculation. Net demand is the unshipped sales quantity for the selected organization or subinventory. You cannot set this to Yes if you are using subinventory level planning.
17. Indicate whether to include PO, WIP, and Interface supply and non-nettable subinventories.
18. Choose one of the following Display Format options: Display All Information, Don't Display Supply/Demand Details (The report does not display the Minimum Order Quantity, Maximum Order Quantity, and Multiple Order Quantity columns.), or Don't Display Order Constraints (The report does not display the On Hand Quantity column).
19. Indicate whether to to Display Item Information.
20. Choose the Submit button to launch the report.
See Also
Submitting a Request.
Min-Max Planning