Min-Max Planning

Use min-max planning to maintain inventory levels for all of your items or for selected items. Min-max planning requires specification of minimum quantity and maximum quantity inventory levels for your items.

When you print the Min-Max Planning report, the inventory level for an item, on-hand quantities plus on-order quantities, is considered. If the inventory level is below the minimum quantity defined for the item, min-max planning suggests a new purchase requisition or movement request to bring the inventory level back up to the maximum quantity. You perform min-max planning at the inventory organization level or at the subinventory level.

You perform the following actions for min-max planning:

Define min-max planning attributes when setting up items, item subinventories, or inventory organizations.
Print the Min-Max Planning report.

Note: The min-max planning calculations exclude any items and item subinventories configured with the Supplier Managed inventory planning method. See the Oracle Fusion Cloud SCM: Using Supply Chain Collaboration guide for more information.

Define Min-Max Planning Attributes

To use min-max planning you set the attributes used by min-max planning. The following attributes are used by min-max planning calculations:

Min-max minimum quantity
Min-max maximum quantity
Fixed lot multiple
Minimum order quantity
Maximum order quantity
Round reorder quantity

To use min-max planning at the organization level, you set the attributes used by min-max planning when you manage items. First, you set the Inventory Planning Method attribute to min-max planning. When you define min-max parameters at the organization level, you also have the option to define sourcing rules to generate purchase requisition information for buy items. You can also generate transfer order or work order requests. For work order requests, you must first set the Build in WIP attribute for the item.

To use min-max planning at the subinventory level, you set the attributes used by min-max planning when you manage item subinventories. First you enable min-max planning for the item subinventory. When you define min-max parameters at the subinventory level, you also have the option to define sourcing rules to generate purchase requisition information or movement requests for the suggested replenishment quantities. You can also generate transfer order requests.

At the subinventory level, min-max planning generates either a transfer order, movement request, or purchase requisition based on the following rules:

If the source type is Organization, and you're using the same organization to which the subinventory belongs, then min-max planning generates an intraorganization transfer order (subinventory transfer). If you're using a different organization to which the subinventory belongs, then min-max planning generates an interorganization transfer order.
If the source type is Subinventory, then min-max planning generates a movement request.
If the source type is Supplier, then min-max planning generates a purchase requisition.

Print the Min-Max Planning Report

Print the Min-Max Planning report to show planning information for all min-max planned items in an organization or subinventory or for items with on-hand balances either below or above their assigned minimum or maximum on-hand quantities. When you submit the Min-Max Planning report, the first parameter you specify is the planning level parameter to specify organization level or subinventory level.

Note: Supply order requests for purchase requisitions, transfer orders, and work orders go into the Supply Chain Orchestration Interface table. You must run the Process Supply Chain Orchestration Interface process in Oracle Supply Chain Orchestration to create the actual supply orders in the destination systems.If you don't have Oracle Fusion Cloud Manufacturing and Supply Chain Materials Management installed, you must run the Requisition Import process to create requisitions.A default item source may be defined at the organization, subinventory, or item level. Min-max planning uses the information from the lowest level to determine the source from which to requisition the item. The ascending hierarchy is:

Item in a subinventory
Source in a subinventory
Item in an organization
Source in an organization