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Before you set up Oracle Master Scheduling/MRP and Oracle Supply Chain Planning, you should:
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.
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:
: 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
: 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)
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.
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.
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:
If you install Oracle Human Resource Management Systems, you use the forms in Oracle Human Resource Management Systems instead to enter and maintain employees.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
For instructions on defining your planning parameters, see: Defining Planning Parameters.
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.
For instructions on defining your planners, see: Defining Planners.
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.
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.
For instructions on creating source lists, see: Creating Source Lists.
For instructions on setting up Planner Workbench, see: Setting Up Planner Workbench.
For instructions on setting up for Supplier Planned Inventories, see the Prerequisites in: Supplier Planned Inventories.
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