Following are the General Planning attributes and their possible values. You set these attributes when defining or updating items. See: Defining Items and Updating Organization Level Items.
Select an option for organization level planning. See: Assigning Subinventories to an Item or Assigning Items to a Subinventory.
| Min-max | You define a minimum quantity that you want on hand. When you reach this quantity, you reorder. You also define a maximum on-hand quantity that you do not want to exceed. |
| Not planned | No planning method used. Select this option for MRP/MPS planned items. |
| Reorder point | The reorder point is calculated based on the planning information you define for this item. |
This attribute is controlled at the Organization level only.
Enter the material planner assigned to plan this item. You must define planner codes for your organization before updating this attribute. See Defining Planners, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide.
The planner defined here is responsible for approving all move order lines requesting the item if move order approvals are used. See Overview of Move Orders.
If an item is vendor managed, you must enter a planner for the item.
Indicate the subcontracting type associated to this item when it is used as a subcontracting component in Chargeable Subcontracting. The available choices are:
Pre-positioned: The item is a subcontracting component sold to a manufacturing partner independently of subcontracting components.
Synchronized: The item is a subcontracting component sold to a manufacturing partner and is synchronized with a specific order.
This attribute is controlled at the organization level.
Select the option that applies to items with Inventory Item set to Yes. The Planner Workbench uses this to default an appropriate value for implementation type. You cannot change the value of the flag if open orders exist for the item.
| Make | Usually manufactured. The Planner Workbench defaults the implementation type Discrete job. The planning process passes demand down from manufactured items to lower level components. |
| Buy | Usually purchased. The Planner Workbench defaults the implementation type to Purchase Requisition. The planning process does not pass demand down from purchased items to lower level components. |
Attention: You must also set Purchasable to Yes to create purchase requisitions and purchase orders. If you set Build in WIP to Yes, you can use the Planner Workbench to implement planned orders as discrete jobs.
See Overview of Material Requirements Planning and Creating Planning Exception Sets, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide.
Enter the quantity minimum for min-max planning. If an item is min-max planned, the Min-Max Planning Report suggests a new order when quantity drops to the min-max minimum. See: Min-Max Planning.
Enter the quantity maximum for min-max planning. If an item is min-max planned, the Min-Max Planning Report suggests an order that brings on-hand up to the min-max maximum. See: Min-Max Planning.
Enter the minimum order quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements fall short of the minimum order quantity, planning algorithms suggest the minimum order quantity. For repetitive items, when average daily demand for a repetitive planning period falls short of the minimum order quantity, planning algorithms suggest the minimum order quantity as the repetitive daily rate. For example, use this to define an order quantity below which it is unprofitable to build the item. See Overview of Material Requirements Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide, and Overview of Inventory Planning and Replenishment.
Enter the maximum order quantity or repetitive rate (units per day) of the item. Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements exceed the maximum order quantity, planning algorithms suggest the maximum order quantity. For repetitive items, when average daily demand for a repetitive planning period exceeds of the maximum order quantity, planning algorithms suggest the maximum order quantity as the repetitive daily rate. For example, use this to define an order quantity above which you do have insufficient capacity to build the item. See Overview of Material Requirements Planning, Overview of Repetitive Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide, and Overview of Inventory Planning and Replenishment.
Enter the fixed cost associated with placing an order of any quantity.
Enter the percentage used to calculate the annual carrying cost. This is the percentage of the unit cost that represents your internal cost to stock one unit for one year.
| Inventory | Fill requests by creating internal requisitions that become internal sales orders, pulling stock from existing inventory. |
| Supplier | Fill requests by creating purchase requisitions that become purchase orders, procuring the item from a supplier. |
| Subinventory | Fill requests by creating move order requisitions that become move orders, pulling stock from an existing subinventory. |
Attention: If you are using Supplier Scheduling, it is generally recommended that this field be left blank. Otherwise, it could override your sourcing rules.
This attribute is controlled at the Organization level only.
Optionally enter the organization from which an internal requisition draws the item. This applies only when Inventory is the replenishment source type.
You can choose organizations that meet the following criteria:
the item is assigned to the source organization
the source organization has a valid inter-organization relationship with the current organization
See: Defining Inter-Organization Shipping Networks.
The source organization can be your current organization if the item is MRP planned and you choose a non-nettable Source Subinventory.
This attribute is controlled at the Organization level only.
Enter the subinventory within the source organization from which an internal requisition draws the item. This applies only when Inventory or Subinventory is the replenishment source, and only when you specify a source organization. For MRP planned items, you must enter a non-nettable source subinventory when the source organization is the current organization.
Select an option to plan use of fixed or dynamically calculated safety stock quantities. For MRP/MPS planned items, you must set the Inventory Planning Method attribute to Not planned, then choose the MRP planned percent option here.
| MRP planned percent | Calculate safety stock as a user-defined percentage (Safety Stock Percent) of the average gross requirements for a user-defined number of days. For discrete items, the user-defined number of days is the Safety Stock Bucket Days. For repetitive items, the user-defined number of days is the repetitive planning period. Note that safety stock for an item varies as the average gross requirements vary during the planning process. |
| Non-MRP planned | Calculate safety stock using methods defined by the Enter Item Safety Stocks window. You can use mean absolute deviation or user-defined percentage of forecasted demand. For Oracle Master Scheduling/MRP and Oracle Supply Chain Planning and Supply Chain Planning, these safety stock quantities are fixed. The Snapshot portion of the planning process loads them, and they do not vary during the planning process itself. |
See Overview of Material Requirements Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide, Entering and Reloading Item Safety Stocks, and Overview of Inventory Planning and Replenishment.
ORACLE MASTER SCHEDULING/MRP AND SUPPLY CHAIN PLANNING ONLY
Enter the number of days to dynamically calculate safety stock quantities. The planning process multiplies the Safety Stock Percent by the average gross requirements and divides by the number of days you enter here. See Overview of Material Requirements Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide.
ORACLE MASTER SCHEDULING/MRP AND SUPPLY CHAIN PLANNING ONLY
Enter the percent to dynamically calculate safety stock quantities for the item. The planning process multiplies this percent by the average gross requirements.
The planning process uses this attribute when you set Safety Stock to MRP planned percent. See Overview of Material Requirements Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide.
ORACLE MASTER SCHEDULING/MRP AND SUPPLY CHAIN PLANNING ONLY
Enter the quantity used to modify the size of planned order quantities or repetitive daily rates. When net requirements fall short of the fixed order quantity, the planning process suggests the fixed order quantity. When net requirements exceed the fixed order quantity, the planning process suggests multiple orders for the fixed order quantity.
For discrete items, use this attribute to define a fixed production or purchasing quantity. For repetitive items, use this attribute to define a fixed production rate. For example, if your suppliers can provide the item in full truckload quantities only, enter the full truckload quantity as the fixed order quantity. See Overview Material Requirements Planning and Overview of Repetitive Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide.
ORACLE MASTER SCHEDULING/MRP AND SUPPLY CHAIN PLANNING ONLY
Enter the number of days used to modify the size and timing of planned order quantities. The planning process suggests planned order quantities that cover net requirements for the period defined by this value. The planning process suggests one planned order for each period. For example, use this to reduce the number of planned orders for a discrete component of a repetitive item. See Overview of Material Requirements Planning, Oracle Master Scheduling / MRP and Oracle Supply Chain Planning User's Guide.
Enter the fixed lot multiple quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates.
When net requirements fall short of the fixed lot size multiplier quantity, planning algorithms suggest a single order for the fixed lot size multiplier quantity.
This is the minimum quantity allowed before replenishment occurs.
This is the minimum allowed days of supply before replenishment must occur.
This is the maximum quantity allowed for replenishment reorder
This is the maximum allowed days of supply for replenishment reorder.
This is a fixed quantity for reorder.
Authorization is require before a sales order is created. You can set the authorization as follows:
Customer: You must obtain release authorization from the customer.
Supplier: You must obtain release authorization from the supplier.
None: Release authorization is not required.
If selected, the item is consigned, meaning residing at your location, but owned by the supplier.
If selected, the advanced shipment notice for the item expires.
This can have one of the following values:
Order Forecast
Sales Forecast
Historical Forecast