Oracle Service Parts Planning Implementation and User Guide

Skip Headers

Title and Copyright Information

Send Us Your Comments

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

Oracle Service Parts Planning Implementation and User Guide

Contents

Setting Up Service Parts Planning

Using Service Parts Planning

Integrating with Other Applications