Set Up Min-Max Planning

To set up min-max planning for an item, complete steps at the organization, item-subinventory, and inventory profile option levels. You also need to setup item catalogs and default categories for the Inventory and Purchasing functional areas.

Organization

1. On the Specifications tab of the Create Item page in the Product Information Management work area, set the Inventory Planning Method to Min-Max planning.

2. Specify the min-max quantities of the item.

Item-Subinventory

1. In the Setup and Maintenance work area, go to the Manage Subinventories and Locators task:

   • Offering: Manufacturing and Supply Chain Materials Management

   • Functional Area: Inventory Management

   • Task: Manage Subinventories and Locators

2. In the Select Organization dialog box, select an organization and then click OK.

3. On the Manage Subinventories page, click Manage Item Subinventories.

4. On the Manage Item Subinventories page, edit or add an item to subinventory.

5. Select Min-Max planning and then specify the min-max quantities of the item.

Inventory Profile Option

1. In the Setup and Maintenance work area, go to the Manage Inventory Profile Option task.

   • Offering: Manufacturing and Supply Chain Materials Management

   • Functional Area: Inventory Management

   • Task: Manage Inventory Profile Option

2. Enter INV_MINMAX_REORDER_APPROVED in the Profile Option Code field and click Search.

3. In the INV_MINMAX_REORDER_APPROVED: Profile Values table, select a value for the Profile Value field.

   The profile value determines the requisition status for min-max generated requisitions. Options include:

   • Preapproved: requisition is created in Approved status

   • Incomplete: requisition is created in Incomplete status

   • Approval required: requisition is created in Incomplete status

Catalogs and Categories

Make sure that you set up catalogs and default categories for Inventory and Purchasing functional areas before loading items. The application assigns these functional area catalogs automatically once an item is created.

1. In the Setup and Maintenance work area, go to the Manage Functional Area Catalogs task:

   • Offering: Manufacturing and Supply Chain Materials Management

   • Functional Area: Catalogs

   • Task: Manage Functional Area Catalogs

2. Create a catalog for the Inventory functional area. Select the functional area first to ensure that the catalog is configured to follow the rules of the specific functional area. When you create the catalog, you must create a category and assign it to the default category. The default category is used in the automated process that assigns any new items used in inventory to the default category.

   Note: All items that have the INVENTORY_ITEM_FLAG set to Yes are automatically added to the default category when the item is created.

3. Repeat the steps for the Purchasing functional area.