Setups to Generate a Production Plan

This topic explains required setups to generate a production plan in your sales and operations plan. Note the following points:

• Create bills of resources for assembly items using the Create Bills of Resources scheduled process. If an assembly item consumes a manufactured subassembly as a component item, then that subassembly must also have its own bill of resource. Verify bill of resource data in the Aggregate Bill of Resource table in the simulation set that contains the process output.

  Alternatively, you can load bill of resource data by using the file-based data import (FBDI) template for Supply Chain Planning Bill of Resources (ScpBillOfResourcesImportTemplate.xlsm). Verify collected bill of resource data in the Aggregate Bill of Resource table in Plan Inputs. If you plan some assemblies at the category level, then you must load bill of resource data from flat files.

  After you run a plan to refresh with current data, open the Aggregate Bill of Resource table to verify the bill of resource data.

• Resources are modeled in the bill of resources. If a resource isn't used in any bill of resources, then it's not included in the plan.

  Consider modeling only critical resources to simplify your bill of resources.

• Oracle recommends that you start with an unconstrained plan before turning on resource and supplier capacity constraints in the Supply tab of plan options. If resources are heavily overloaded, then you should review the loaded resource availability.

  In a constrained plan, resource available capacity is constrained at the work center level. Resource availability for a work center is the sum of the resource availability for its individual resources modeled in the bill of resources.

  Constrained supplier items must be defined in the Approved Supplier List (ASL). Verify these supplier items in the Suppliers table in Plan Inputs and in your sales and operations plan.

• Make at sourcing rules are required for assembly and manufactured subassembly items.

  Review the effective dates for sourcing rules. No production can occur prior to the effective start date. If a sourcing rule has an effective end date that doesn't span a plan horizon, then it's possible for early production and inventory prebuilding.

• Transfer from sourcing rules must be assigned in the plan's assignment set to create shipping lanes between organizations.

• If you plan some assemblies at the category level, Make at and Transfer from sourcing rules must be assigned at the category level in the plan's assignment set.

  To transfer aggregate items, you must define at least one bill of resource record for a category level bill of resource per inventory organization. This requirement also applies to purchased items that are planned at the category level.

• Aggregate supply planning uses the End Item Demand measure specified in the demand schedule.

  Review the End Item Demand field in Supply Plan Input in the Supply tab of plan options. By default, the Consensus Forecast measure is used as the demand schedule. If you created a new demand forecast measure and must use it for the demand schedule, then ensure that it's added to the End Item Demand measure group on the Manage Planning Measures page.

  Review the Net Demand measure in a plan table. This measure displays the higher quantity between sales orders and demand schedule measure.

• Check for warning messages related to possible data set up issues in the Review Plan Messages table or on the Manage Plans page.