How You Set Up Replenishment Planning for Subinventories

This is the high-level process for setting up Oracle Replenishment Planning to forecast demand, calculate policy parameters, and calculate and release replenishment orders at the subinventory level. Perform all steps except for Step 3 in the Replenishment Planning work area.

Note: When subinventories are available for selection, they're listed in the <organization>:<subinventory> format.

1. Collect setup data at the organization level.

   On the Parameters tab on the Collect Planning Data page, for the Targeted collection type, on the Reference Data subtab, move Items, Organizations, and Subinventories to Selected Entities. Move any other reference entities that you require to Selected Entities.

   Alternatively, use file-based data import (FBDI) templates for uploading setup data at the organization level.

2. Enable organizations for replenishment planning at the subinventory level.

   On the Maintain Supply Network Model page, on the Organizations tab, select Yes under Plan Subinventories for all organizations for which subinventories should be included for replenishment planning.

   To collect both nettable and nonnettable item-subinventory combinations, select Yes under Collect Nonnettable Item-Subinventories. To collect only nettable item-subinventory combinations, select No under the column.

3. In the Scheduled Processes work area, submit the Create Trees for Dimensions process for only the Organization dimension.

   After the process runs, Organization dimension trees are recreated with subinventory details.

4. Perform these steps on the Collect Planning Data page:

   1. To collect order modifiers and lead time at the item-subinventory level, on the Parameters tab, for the Targeted collection type, on the Reference Data subtab, move Item Subinventories to Selected Entities.

      If a stocking unit of measure (UOM) is used in Oracle Fusion Cloud Inventory Management at the item-subinventory level, the order modifiers are converted to the primary UOM if required after the collection process.

      Alternatively, use the FBDI template named Supply Chain Planning Item Subinventories (ScpItemSubinventoryImportTemplate.xlsm).

      The collected or uploaded order modifiers and lead time at the item-subinventory level can be viewed in the Item Subinventory table in the Plan Inputs work area.

   2. To generate a consumption-based forecast, on the Demand Planning Data subtab, under History Data Options, in Subinventory - Consumption Inventory Transactions to Include, select the types of history transactions you want to collect at the subinventory level. If you select Transfer orders, both transfer orders and movement requests history at the subinventory level are collected. If you select All, all inventory transaction history at the subinventory level is collected.

      Alternatively, use the FBDI template named Supply Chain Planning Measures (ScpMeasuresImportTemplate.xlsm) to upload data to the Consumption History measure for a consumption-based forecast.

      Note: In the Organization Level Member Name column of the template, specify the subinventories in the <organization>:<subinventory> format. If you don't want to specify a customer, enter #ignore in the Customer Level Name and Demand Class Level Name columns, and don't enter anything in the Customer Level Member Name, Customer Site Level Member Name, and Demand Class Level Member Name columns.

      To generate a shipments-based forecast, use the FBDI template named Supply Chain Planning Shipments History (ScpShipmentHistoryImportTemplate.xlsm) for uploading shipments history at the subinventory level into the Shipments History measure.

   3. On the Supply Planning Data subtab, move the supply entities, such as transfer orders and movement requests, that you want to collect at the subinventory level to Selected Entities.

      Alternatively, use the FBDI templates for uploading supply entities at the subinventory level.

   Note: Replenishment planning is done for only those collected items for which you set the planning method attribute for MPS MRP Planning to Replenishment Planning in Oracle Fusion Cloud Product Lifecycle Management.

5. Configure segment criteria to include subinventory-level information.

   On the Create Segment Group page, under Segment Criteria, add the Location attribute for the Organization dimension, and specify the subinventories that should be listed in a segment. If the segment group already has the Organization dimension, on the Edit Segment Group page, under Segment Criteria, add or modify the Location attribute for the dimension to include subinventories in a segment.

   After segmentation is run, you can manually override the segments for item-subinventory combinations.

   Only items with valid subinventory data are segmented. If the segmentation criteria aren't available as attributes at the item-subinventory level, the attributes at the item-location level are considered.

6. Enable sourcing rules or bills of distribution for subinventory-level planning.

   • On the Create Sourcing Rule page, select the Enable for subinventory-level planning check box, and provide the remaining information.

   • On the Create Bill of Distribution page, select the Enable for subinventory-level planning check box, and provide the remaining information.

7. Enable assignment sets for subinventory-level planning.

   On the Create Assignment Set page, select the Enable for subinventory-level planning check box, and provide the remaining information.

8. If required, override policies for item-subinventory combinations.

   In your policy assignment set, on the Item-Location Level Policy Overrides tab in the Create Policy Assignment Set or Edit Policy Assignment Set dialog box, select the item-subinventory combinations for which you want to specify policy overrides.

9. On the Scope tab on the Plan Options page for your replenishment plan, under Plan Organizations, select the subinventories (level members) for which replenishment planning should be done.

10. Under Plan Items, select the segments that contain the subinventories.

11. Run the replenishment plan.

    The policies and replenishments are calculated at the subinventory level.