Guidelines for Setting Up Items for Collections

This topic provides guidelines for setting up items so that they can be collected for use in Oracle Fusion Cloud Supply Chain Planning.

Note: This topic provides only high-level information for setting up items in the Product Information Management work area. For detailed information and requirements, see the documentation for that work area.

Note these guidelines for setting up items for collections:

• In the Setup and Maintenance work area, for the Items functional area, search for and open the Manage Operational Attributes Groups task. On the Manage Operational Attribute Group Control page, for the Planning Method attribute of the MPS and MRP Planning attribute group, in the Controlled At column, select Master level. Once you set the value to the Master level, items in child organizations inherit the planning method from items in parent organizations, and you can't change the planning method for items in child organizations.

  This restriction applies to only items that you create in the Product Information Management work area.

• For every item in a parent organization, in the Product Information Management work area, on the Specifications tab on the Edit Item page, in the Item Organization section, Planning section, MPS MRP Planning section, in the Planning Method field, select one of these values:
  • MPS Planning
  • MRP Planning
  • Not Planned: Select this value when you want the item to be collected but not planned. This selection is meant for assemble-to-order (ATO), configure-to-order (CTO), and pick-to-order (PTO) models that don't need to be planned. In such cases, only the individual items need to be planned.

    For ATO, CTO, and PTO models, in the Item Organization section, Manufacturing section, Item Structure section, in the Pick Components field, select Yes.

  • Replenishing Planning: Select this value if the item is meant for use in Oracle Replenishment Planning after collection.
• For every item, on the Specifications tab on the Edit Item page, in the Item Organization section, Inventory section, Material Control section, in the Inventory Item field, select Yes.

If you're using the file-based data import (FBDI) template named Supply Chain Planning Items (ScpItemImportTemplate.xlsm) to import your items, for every item, on the Item_ tab, enter Yes in the Inventory Item Indicator column, and enter the allowed values in the Planning Method column. You might also need to enter Yes in the Pick Components Indicator column.

Other Points for Consideration

Note these points about the creation and collection of items:

• Oracle Supply Chain Planning doesn't support planning by item revisions.

  However, Oracle Fusion Cloud Product Lifecycle Management supports item revisions.

• Both Oracle Supply Chain Planning and Oracle Product Lifecycle Management don't support product families.

  For a workaround in Oracle Supply Chain Planning, follow these high-level steps:

  1. Create a catalog that mimics a planning bill.
  2. In Oracle Demand Management, forecast at the category level.
  3. In Demand Management, disaggregate the forecast to the item level.
  4. Consume the item-level forecast in other modules of Oracle Supply Chain Planning.
• On the Edit Item page, on the Specifications tab, in the Item Organization section, Planning section, General Planning section, in the Inventory Planning Method field, if you select a value other than Not planned, the item is automatically assigned to the default category for the default Product catalog. However, on the Categories tab, if you assign the item to the default category for the default Product catalog, the Inventory Planning Method field isn't updated.
• You must use the Collect Planning Data page to collect your items if you've set them up in the Product Information Management work area.
• You can view the collected items in the Items table for the Plan Inputs work area or your module.