Min-Max Movement Request Process Flow

Use inventory min-max planning to maintain inventory levels for your items. With min-max planning, you specify minimum and maximum inventory levels for your items. When the inventory level for an item drops below the minimum, min-max planning can automatically generate a movement request to replenish the balance back to the maximum.

You can perform min-max planning at either the organization level or the subinventory level. Replenishment movement requests replenish material that's sourced from a different location within the same inventory organization. For example, you can generate a replenishment movement request to move material from a bulk subinventory to a pick subinventory.

Let's look at the min-max movement request process flow. The steps include:

Configure min-max planning replenishment parameters
Generate Min-Max Planning report
Review inventory movement request
Generate Movement Request Pick Slip report
Confirm pick slip
Review inventory balances

Configure Min-Max Planning Replenishment Parameters

You can configure inventory min-max planning parameters at either the item organization or item subinventory level.

To enable min-max planning at the item level, select the Inventory Planning Method under the Planning specifications for the item (Use the Create Item page from the Product Information Management work area).
To enable min-max planning at the item subinventory level, select the Min-Max planning check box on the Edit Item Subinventory page (Use the Mange Subinventories and Locators task in the Setup and Maintenance work area).

At both levels, you can specify additional parameters such as the minimum quantity and maximum quantity thresholds. The Sourcing region of the page lets you specify how the material is sourced. In the case of a movement request, you must select Subinventory in the Sourcing Type field. Once you select Subinventory, the Organization value defaults. You can optionally specify a value for the Sourcing Subinventory. The Sourcing Subinventory represents the source subinventory from which the movement request is sourced.

Generate Min-Max Planning Report

Once you configure the min-max planning parameters, the next step is to generate the min-max planning report. You can generate this report by submitting the Print Min-Max Planning Report scheduled process.

There are a number of parameters that you can define when submitting the report. The Planning Level parameter indicates whether you want to run min-max planning at the organization or subinventory level. The Restock parameter indicates whether you want to generate the replenishment request. If your intent is to view min-max quantities and the proposed reorder quantity, leave the default value as No. If you want to generate the corresponding replenishment requests, set this parameter to Yes.

Once the Print Min-Max Planning Report process is successfully generated, you can review the Min-Max report. The values for the Minimum Quantity and Maximum Quantity are sourced from the item subinventory setup. The Reorder Quantity represents the quantity that's to be replenished.

Review Inventory Movement Request

If the sourcing setup was previously configured, min-max planning automatically creates the movement request. Select the Manage Movement Request task form the Inventory Management work area to review the movement request details. The movement request is created for a requested quantity that equals the same quantity as the min-max reorder quantity.

Generate Movement Request Pick Slip Report

Next, run the Print Movement Request Pick Slip Report scheduled process to generate the pick slip report. You can provide the pick slips to the warehouse operator to perform material picking tasks. Set the Release Approved Lines parameter on the Print Movement Request Pick Slip Report to Yes to eliminate the need to perform the pick on the Reservations and Picks pages.

Once complete, you can view details such as movement request number, item, and quantity on the Movement Request Pick Slip report.

Confirm Pick Slip

Now, let's use the Confirm Pick Slips page to enter details for the picked material and confirm the pick slip. Select the Confirm Pick Slips task from the task panel of the Inventory Management work area to access the Confirm Pick Slip page.

You can do the following as part of confirming a pick slip:

Enter details of picked material
View and modify details of picks on a pick slip
Enter multiple lot and serial numbers for picked material, if required
Enter the transaction date for each pick
Evaluate pick slip discrepancies

Once you confirm the pick slip, the movement request line status updates to Closed.

Review Inventory Balances

You can confirm the successful transfer of material by navigating to the Manage Item Quantities page and reviewing the on-hand quantities. Select Manage Item Quantities from the task panel of the Inventory Management work area.