Print Min-Max Planning Report
Use the Print Min-Max Planning Report scheduled process to maintain inventory levels for all your items or for selected items.
When to Use
The Print Min-Max Planning Report scheduled process determines the minimum and maximum order quantity and the quantity to replenish or reorder. The Reorder Quantity is used when min-max planning suggests a new purchase requisition, transfer order, movement request, or work order to replenish inventory levels for your organization. You can perform min-max planning at the inventory organization level or at the subinventory level.
Privileges Required
- Print Min-Max Planning Report (INV_PRINT_MIN_MAX_PLANNING_REPORT_PRIV)
Specifications
| Specification | Description |
|---|---|
| Job Type | Ad hoc job. Scheduled. |
| Frequency | Submit the Print Min-Max Planning Report scheduled process based on the frequency of your inventory replenishment. If inventory replenishment is done at regular intervals, it’s suggested to run this process using scheduled intervals. Running the process too frequently can result in performance and reliability issues. For example, running the process every 5 minutes isn’t recommended. |
| Time of Day | Any time. |
| Duration | Report runtime varies based on the number of items or subinventories selected for inclusion in the min-max planning report. |
| Compatibility | Consider other scheduled processes that are being submitted at the same time. For example, resource intensive processes such as Transfer Transactions from Inventory Costing shouldn’t be submitted at the same time. |
Parameters
| Parameter | Optional or Required | Description | Parameter Values | Special Combinations Required | Notes |
|---|---|---|---|---|---|
| Organization | Required | Select the organization for which to run the report. | Inventory organization | None | N/A |
| Sort By | Required | Specify how you want the report output sorted. | Item Category Buyer Planner |
None | N/A |
| From Item | Optional | Enter the starting item for a range of items to restrict the report. | Item | None | N/A |
| To Item | Optional | Enter the ending item for a range of items to restrict the report. | Item | None | N/A |
| Planning Level | Required | Specify whether min-max planning will be performed for the entire organization or for a specific subinventory. | Organization Subinventory |
None | N/A |
| Item Selection | Required | Specify whether min-max planning will include only items under minimum quantity, only items over maximum quantity, or all min-max planned items. | All min-max planned items Items over maximum quantity Items under minimum quantity |
None | N/A |
| Subinventory | Optional | Enter the subinventory for which you want to run the report. | Subinventory | None | N/A |
| Batch Prefix | Optional | Enter the prefix for the batch. | Batch prefix | None | N/A |
| Lot Control | Optional | Specify whether min-max planning will include lot-controlled items, items not lot controlled, or both. | Include both lot and not lot controlled items Include items not lot controlled Include lot controlled items only |
None | N/A |
| Demand Cutoff Date | Optional | Enter the demand cutoff date. The report includes demand on or before this date. | Date | None | N/A |
| Demand Cutoff Date Offset | Optional | Enter the demand cutoff date offset. The value that you enter is
subtracted from the current date. For example, if you enter a value
of 2 for the Demand Cutoff Date
Offset, the application considers demand within the
current day minus two days. The Min-Max Planning report will run for demand between the value that you entered for the Demand Cutoff Date and the new date (current date minus offset). |
Number of days | None | N/A |
| Supply Cutoff Date | Optional | Enter the supply cutoff date. The min-max planning calculation includes open supply orders on or before this date. | Date | None | N/A |
| Supply Cutoff Date Offset | Optional | Enter the supply cutoff date offset. | Number of days | None | N/A |
| Restock | Required | Enter Yes or No to indicate whether to generate the replenishment request. The default value is No. | Yes No |
None | N/A |
| Ship-to Location | Optional | Enter the ship-to location to be specified on any requisition records created during the Min-Max Planning process. | Location | None | N/A |
| Net Unreserved Orders | Required | Enter Yes or No to include unreserved order quantity in min-max planning calculations. The default value is Yes. | Yes No |
None | N/A |
| Include Interface Supply | Required | Enter Yes or No to include interface supply as supply quantity. The default value is Yes. | Yes No |
None | N/A |
| Net Reserved Orders | Required | Enter Yes or No to specify whether to include reserved order quantity in min-max planning calculations. The default value is Yes. | Yes No |
None | N/A |
| Include Nonnettable Subinventories | Optional | Enter Yes or No to specify whether to include nonnettable subinventories. The default value is Yes. | Yes No |
None | N/A |
| Display Format | Required | Select the report format. The default value is Display all information. | Display all information: The report
displays all columns. Do not display supply and demand details: The report doesn't display the Minimum Order Quantity, Maximum Order Quantity, and Multiple Order Quantity columns. Do not display order constraints: The report doesn't display the On-Hand Quantity column. |
None | N/A |
| Display Item Description | Required | Enter Yes or No to indicate whether to display the item description. The default value is Yes. | Yes No |
None | N/A |
| Include PO Supply | Required | Enter Yes or No to indicate whether to include purchase order supply. The default value is Yes. | Yes No |
None | N/A |
| From Category | Optional | Enter the starting category for a range of categories to restrict the report. | Category | None | N/A |
| To Category | Optional | Enter the ending category for a range of categories to restrict the report. | Category | None | N/A |
| From Buyer | Optional | Enter the starting buyer for a range of buyers to restrict the report. | Buyer | None | N/A |
| To Buyer | Optional | Enter the ending buyer for a range of buyers to restrict the report. | Buyer | None | N/A |
| From Planner | Optional | Enter the starting planner for a range of planners to restrict the report. | Planner | None | N/A |
| To Planner | Optional | Enter the ending planner for a range of planners to restrict the report. | Planner | None | N/A |
| Purchase By Revision | Optional | Specify whether to issue purchase orders by item revision. The default value is No. | Yes No |
None | N/A |
| Include Movement Request Supply | Required | Specify whether movement request supply will be included in the min-max planning calculations. The default value is Yes. | Yes No |
None | N/A |
| Net WIP Demand | Optional | Specify whether to net WIP demand. The default value is Yes. | Yes No |
None | N/A |
| Include WIP Supply | Optional | Specify whether to include WIP supply. The default value is Yes. | Yes No |
None | N/A |
| Include Subinventories Without On-Hand Quantities | Optional | Enter Yes or No to
indicate whether the min-max planning process creates replenishment
movement requests when the source subinventory has zero item on-hand
quantity. The default value is Yes. When the value is set to No, the min-max planning process suppresses the creation of the replenishment movement request when the source subinventory has 0 item on-hand quantity. |
Yes No |
None | N/A |
Troubleshooting Information
- You can view the status of the process in the Scheduled Processes work area.
- Set the Restock parameter to generate the report without submitting the replenishment request.
- You can use the scheduled process request history log (file name will be in the format <RequestId>.log) to view the results of calculations for demand quantity, supply quantity, on-hand quantity, and reorder quantity in the request log.
- When the process is submitted, you can Resubmit, Put on Hold, Cancel Process, and Release Process as provided by the Scheduled Processes work area.