Use the Min-Max Planning Report to show planning information for all items, or items with on-hand balances either below or above their assigned minimum or maximum on-hand quantities. You also have the option to generate internal or purchase requisitions for Buy items and WIP unreleased jobs for Make items for all items for which the on-hand quantity plus the on-order quantity is less than the min-max minimum amount.
The INV:Minmax Reorder Approval profile option governs the approval status of requisitions created by the Min-Max Planning Report. See: Oracle Inventory Profile Options.
Use the Item/Subinventory Information and Subinventory/Item windows to specify subinventory level min-max planning details. See: Assigning Subinventories to an Item and Assigning Items to a Subinventory.
You can define a default item source at the organization, subinventory, or item levels. Oracle Inventory uses the information from the lowest level to determine the source from which to requisition the item. The ascending hierarchy is: 1) Item in a subinventory, 2) Source in a subinventory, 3) Item in an organization, 4) Source in an organization.
Use the Planning and Forecasting Reports or Submit Requests window and enter Min-max planning report in the Name field to submit the report.
Choose one of the following options.
| Organization | Perform planning for the entire organization. |
| Subinventory | Perform planning only for the specified subinventory. The report cannot generate jobs and does not consider WIP jobs as supply or WIP components as demand. |
Enter the subinventory. You can enter this field only when you choose the subinventory planning level.
Enter the type of item you want to include on the report.
| Items under minimum quantity | All items that fall under the minimum quantity. |
| Items over maximum quantity | All items that fall over the maximum quantity. |
| All min-max planned items | All items that are identified as min-max planned items. |
Enter the category set.
Enter a range of categories to restrict the report to one or more categories.
Enter a range of items to restrict the report to one or more items.
Enter a range of planners to restrict the report to one or more planners.
Enter a range of buyers to restrict the report to one or more buyers.
Enter Inventory Item, Category, Planner, or Buyer to select the sorting criterion.
Enter the demand cutoff date. The report includes demand on or before this date. If you set Net WIP Demand to No this calculation is for display purposes only.
Enter the demand cutoff date offset.
Enter the supply cutoff date. The calculation includes open supply orders on or before this date.
Enter the supply cutoff date offset.
Enter Yes or No to indicate whether to restock. If you have set the Planning Level to Organization, the report generates requisitions or jobs according to the item's Make/Buy flag. If you have set the Planning Level to Subinventory, the report generates only requisitions.
Enter the default delivery location.
This is not applicable for subinventory-level planning. If you are using the Organization Planning Level, choose one of the following options:
| Create Requisition | Create requisitions for items under minimum quantity. |
| Create Discrete Job | Create discrete jobs for items under minimum quantity. |
| Report Only | Run the report without creating jobs or requisitions. |
Enter Yes or No to indicate whether to net reserved orders.
Enter Yes or No to indicate whether to net WIP demand. Net demand is the unshipped sales quantity for the selected organization or subinventory. You cannot set this to Yes if you are using subinventory level planning. This parameter is not supported for subinventory level min-max planning.
Enter Yes or No to indicate whether to include PO supply.
Enter Yes or No to indicate whether to include WIP supply. This parameter is not supported for subinventory level min-max planning.
Enter Yes or No to indicate whether to include interface supply.
Enter Yes or No to indicate whether to include non-nettable subinventories. This parameter is not supported for subinventory level min-max planning.
Choose one of the following:
| Display All Information | The report displays all columns. |
| Don't Display Supply/Demand Details | The report does not display the Minimum Order Quantity, Maximum Order Quantity, and Multiple Order Quantity columns |
| Don't Display Order Constraints | The report does not display the On Hand Quantity column. |
Enter Yes or No to indicate whether to display item information.