Policy Profile Assignments in Min-Max Planning

Policy profiles contain the input policy parameters to calculate the min-max quantities. Assigning policy profiles is the final step in setting up min-max planning for Oracle Inventory Management. After creating policy profiles, you assign policy profiles to classifications at the organization and subinventories levels.

Define policy profile assignments.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Manufacturing and Supply Chain Materials Management

   • Functional Area: Inventory Management

   • Task: Manage Min-Max Planning Policy Profile Assignments

2. On the Edit Policy Profile Assignments: Default page, click the + icon to add a row.

3. In the Classification column, select a classification for the row you added.

4. In the Organizations column, click the Edit icon to add organizations.

   You can add multiple organizations.

5. In the Subinventories column, click the Edit icon to add subinventories.

   You can add multiple subinventories.

6. In the Policy Profile column, select a policy profile for the row you added.

7. Click Save.

Managing Policy Profiles

When associating a policy profile with a classification at the organization and subinventory levels, you can view and edit the parameters of the policy profile. It is recommended that you review the parameters of a policy profile before assigning it. You can also edit the policy parameters before making the assignments.

To view or edit the parameters of a policy profile:

1. In the Manage Min-Max Planning Policy Profile Assignments task, select an assignment row.

2. Click the Manage Policy Profile button.

Calculating Min-Max Planning Policy Parameters

After setting up the classifications, policy profiles, and policy profile assignments for min-max planning, you can calculate the min-max policy parameters. You can run the Calculate Min-Max Planning Policy Parameters scheduled process from the Manage Min-Max Planning Policy Profile Assignments task for one or more classifications.

To calculate the policy parameters:

1. In the Manage Min-Max Planning Policy Profile Assignments task, select the Calculate Policy Parameters check box corresponding to a classification row.

2. Click the Calculate Min-Max Planning Policy Parameters button.