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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.

Supply Chain Planning users can also launch a DRP and supply chain MRP and MPS plan. Supply Chain Planning users should refer to Reviewing or Adding Supply Chain Plan Options for further instruction.

   To add plan options:

1. Navigate to the Plan Options window.

2. Query a plan name.

3. 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, overwrite all planned orders and MRP firm planned orders for MRP 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 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, 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 firm planned orders, select None.

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

4. 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 add firm planned orders using net change replan, set the overwrite option to Outside planning time fence or None.

• If the plan name has an existing MPS or MRP 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 or MRP 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 or MRP 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.

5. 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.

6. Check Net WIP to indicate whether the planning process considers standard discrete jobs, non-standard discrete jobs, or repetitive schedules when planning the items during the last execution of the plan.

7. Check Net Reservations to indicate whether the planning process considers stock designated for a specific order when planning the items during the last execution of the plan.

8. 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.

9. 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.

Note: For purchase requisitions and internal requisitions, the planning process ignores the planning time fence in all cases.

10. Check Net Purchases to indicate whether the planning process considers approved purchase requisitions when planning the items during the last execution of the plan

11. Check Plan Safety Stock to indicate whether the planning process calculates safety stock for each item during the last execution of the plan.

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

13. If you checked Plan Capacity, specify the Bill of Resources (for MPS plans only) and, optionally, a Simulation Set. See: Capacity Modifications and Simulations and Bills of Resources.

14. 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.

15. If you are working in a project environment, set a Reservation Level and (optionally) a Hard Pegging Level. See: Reviewing or Adding Project MRP Plan Options.

16. 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.

17. 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.

All planned items: Include all planned items in the planning process. You would chose this option to be certain that all item 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

Supply schedule items only

Demand and supply schedule items

18. Save your work.

See Also

Time Fence Planning

Defining Items

Viewing Pegged Supply and Demand