Material Planning - Plan to Production

Material Planning - Plan to Production

Demo Script (Internal)

Copyright © Oracle Corporation, 2003. All rights reserved.

Material Planning - Plan to ProductionPage 1

Table of Contents

Material Planning - Plan to Production [EDUM0410]..................................................................................1Material Planning - Plan to Production..........................................................................................................1

Confirm CRP Inquiry Manager is set up....................................................................................................2Confirm CRP Inquiry Manager is Active...................................................................................................3

Confirm MRP: Default Sourcing Assignment Set.........................................................................................4Update the Simulation Set..........................................................................................................................5Create and update Forecast.........................................................................................................................7Create and Load Master Demand...............................................................................................................10Create and Launch MRP Plan.....................................................................................................................12Release Planned Orders From MRP Workbench.......................................................................................14Receive Purchase Orders............................................................................................................................16Complete WIP Jobs....................................................................................................................................17

Flowchart........................................................................................................................................................19


Material Planning - Plan to ProductionPage i

Material Planning - Plan to Production

Document Control

Date Owner AppRelease

Version Change Reference

14-Jun-2004 Andy.Brisley 11.5.10 v1.0 Updating script to Tutor Format

17-Sep-2004 Jason So 11.5.10 V1.0 Reviewed and Change Required

04-Oct-2004 Jason So 11.5.10 V1.0 Script Validated

Objective

Enhanced - The purpose of this product flow script is to demonstrate the MRP Planning processes by creating a forecast, populating the forecast, creating and loading an MDS, creating and launching an MPS and MRP releasing purchase requisitions and covering them with purchase orders. Releasing the Planned order for a wip job. Receiving the Purchase orders and using that material to complete the wip job.

What's New?

This script was expanded to include releasing of purchase reqs and covering the reqs with PO's and receiving the PO's to use the material for the wip jobs that were released.

Pitfalls

Assumptions

Related Business Flows (Optional)

Related Documents

http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals

Pre Demo Steps (Optional)



http://globalxchange.oraclecorp.com/pls/gxchange/ats_urldeeplink.loadfolder?p_folderid=3481071&p_siteid=1

http://globalxchange.oraclecorp.com/gxchange/page?_pageid=1701,1703&_dad=gxchange&_schema=PHP

Confirm CRP Inquiry Manager is set up

Confirm CRP Inquiry Manager is set up

You need to set up and activate the CRP Inquiry Manager in order to show Rough Cut Capacity Planning. If this is not set up and activated you will not be able to see any results in the Rough Cut Capacity Planning.

1 Log inField Value

User Name MFG

Password Welcome

Responsibility System Administrator

2. Set up CRP Inquiry Manager.

(N) Concurrent > Manager > Define

The Concurrent Manager window will be displayed.

(B) Query Field Value

Manager CRP Inquiry Manager

The CRP Inquiry Manager will be populated

(B) WorkshiftField Value

Processes 1

The number of processes should be set to 1 If it is not change the value to one.

(I) Save (if record was changed)

The Changes will be saved.

Close the forms back to the navigator.



Confirm CRP Inquiry Manager is active

Confirm CRP Inquiry Manager is active

3. Activate CRP Inquiry Manager.

(N) Concurrent > Manager > Administer

The Administer Concurrent Manager window will be displayed

(B)Query the CRP Inquiry ManagerField Value

Manager CRP Inquiry Manager

The CRP Inquiry Manager will be displayed. The status of this manager when released was active. If you have to update the manager follow the steps below. If not skip the rest of this portion.

(B) Restart

You will receive a message at states the system is activating the CRP Inquiry manager. This can take a few minutes.




Confirm MRP: Default Sourcing Assignment Set

Confirm MRP: Default Sourcing Assignment Set

At time of deployment this profile was set correctly. However, if this Sourcing assignment set is different, you may get different results then this script outlines

You should still be at the System Administrator Menu.

4. Profile> System

The Search Profile Form will be displayedField Value

Site Check Box

Profile MRP:Default Sourcing Assignment Set

Make sure there is no space in between the colon.

Confirm the profile is set to Supplier Scheduling. If not update by using the lov to do so. You may have to log out and log back in as Profileoptions / Welcome to make this change.

(I) Save the record (if record was updated)

Close all forms until you reach the navigator .



Update the Simulation Set

Update the Simulation Set

We need to update the simulation set date ranges to make sure the fall within your planned demo. If you do not update the simulation set dates, you will get different results then outlined in the script.

5. Change Responsibility to Manufacturing and Distribution Manager.

(M) File> Switch ResponsibilityField Value

Responsibility Manufacturing and Distribution Manager

6. Update the Simulation Set Dates

(N) Bills of Material > Routings > Departments >Field Value

Org M1

The Find Department Window will be displayed.

(I) Find Upgrade DepartmentField Value

Department Upgrade

The UPGRADE Department will be active.

(B) Resources

All of the resources for that department will be displayed.

We will be changing the capacity of the LBR-UPGRAD resource.

Highlight the LBR-UPGRAD resource

(B) Shifts

The Shifts will be displayed

Highlight the First Shit

(B) Capacity Changes

The Capacity Change form will be displayed



Field Value

Simulation Set Temp Assy

Change Add Capacity

Capacity 3

From Date Leave As is

To Date At deployment this date was 30-Dec-2005 if it has changed ,change to a date that is current with your demo planning horizon.

(I) Save the record


If Pre Demo Steps complete, goto task #1. Otherwise, goto task #1.

Begin Demo



Create and Update Forecast

Create and Update Forecast

You may wish to start the demo by drawing the bill of material we will be using. This may help explain the output.

AS62445

SB22680

CM22680

CM22684

PH22681

CM22682

CM22683

You can go as deep as you like with this demo but the script will go through and release two purchase reqs for the CM22680 and CM22684 and the wip job for the SB22680. We will then create and receive the purchase orders and finally build the job for the SB22680.

You will start by creating the Forecast Data.

7. Log into forms asField Value

User Name MFG

Password Welcome

Responsibility Manufacturing and Distribution Manager

8. Create Forecast Set

(N) Material Planning > Forecast > Sets Field Value

Organization M1

The forecast Set from will be displayed

Forecast Set are used to group different forecasts together. You can use this to report on different forecasting techniques.



This data will default into the actual forecasts within the set. This will save data entry and set up time when it comes time to enter the forecasts. You can always over ride these at the forecast level.

Bucket days allows users to enter the forecast in Daily – weekly – periodic buckets.

The Forecast Level pull down allows the customer to define at what level will the forecast and consume at. The item level, the customer level or the bill to or ship to level. This provides them the option to be as detailed as the business requires or to forecast at the item level.

Consumption Options provide the customer the flexibility to define the consumption rules within the forecast set. The outlier percent defines how much of anyone sales order can be considered. The backward and forward days provides the customer some leeway as to when the actual forecast consumption will take place. i.e. If set at 5 & 5 it will go back and look 5 days into the past, then 5 days into the future to find an entry to consume. If no entry is found it will create an unconsumed forecast entry automatically.

Enter data to create Forecast SetField Value

Forecast Set Enter meaningful Name

Description Enter a meaningful description

Bucket Type Weeks

Level Item

Consumption Options

Consume Checked

Outlier Update 100

Backward Days 0

Forward Days 0

(I) Save

You have just created the forecast set. Now you will create the name of the actual forecast.

9. Create Forecast Name

Place your cursor in the Forecast Name FieldField Value

Forecast Enter the name of your forecast

Description Enter a meaningful description



Save the record

10. Populate the forecasted items.

You should still have your cursor in the line of the Forecast Name you just created

(B) Forecast Items

The Forecast Item form will be displayed.Field Value

Item AS62445

We are using this item as there is likely little activity for this item and if pressed it should be easier to explain results.

(B) Detail

The Forecast Entries detail form will be displayed.Field Value

Bucket Weeks (should default)

Date Enter a date a couple of weeks out in the future

End Date Enter a date 6 weeks from the Start Date

Current 1000

(I) Save the Record

The Forecast is now available for use in the rest of the planning products..




Create and Load Master Demand

Create and Load Master Demand

Compared to systems that have only one "master schedule," the separate MDS and MPS allow a clear distinction between demand and supply. This can be especially important for businesses whose demand is lumpy or seasonal, but need a smooth production plan.

The MDS allows control of the demand that drives the plan. Demand can be selectively loaded from multiple sources, and even manipulated, before running MRP.

Multiple MDSs allow you to simulate different demand scenarios

Users can manually populate the MDS if the would like but generally they will use the load process. It is important to discuss the options here such as sales order inclusion, Demand Time Fence controls the overwrite options as well as the modification percentages and consumption days and outlier percentages.

The value of these lies in allowing the prospect to perform different simulations as well as control what is loaded into the MDS and eventually what is going to be loaded into the MPS.

In this scenario however, we are only creating on MDS and for the sake of time, use the mds to populate the MRP plan directly.

Explain how the forecast is consumed by sales orders being entered and the MDS is relieved or consumed by shipments to keep the demand as current as possible.

11. Create Master Demand Schedule Name.

Material Planning > MDS > Names

The Master Demand Schedule Name Form Is Displayed.Field Value

Name Enter meaningful name

Description Enter meaningful description

(I) Save Record

12. Load Master Demand Schedule

Now that a name has been created, you can populate the Master Demand Schedule. There are many different options available to load the MDS. These are self explanatory if you look at the load options on the concurrent request. If you need further descriptions, refer to the help text.



(B) Load/Copy/Merge

A concurrent request Parameter form will be displayedField Value

Destination Schedule The Name of the MDS schedule you created

Source Type Specific Forecast

Source Name Enter the name of the forecast you created

Include Sales Orders No Sales Orders

Overwrite All Entries

We are suggesting these parameters to help ensure you don’t have too much data to sift through. Feel free to change the parameters as your demo needs dictate.

If simulation is important to the client, this load program offers many different options such as modification percentages and carry forward days as well what the source of the load is.

(B) OK

(B) Submit

(B) No to Submit another request



Create and Launch MRP Plan

Create and Launch MRP Plan

The next step in the planning process is creating an MRP Plan.

13. Create MRP Plan Name

(N) Material Planning > MRP > Names

The MRP Name Form is displayedField Value

Name Enter meaningful name

Description Enter meaningful description

Production Checked if you want MRP Planning messages sent to the users Home page.

(I) Save the Record

14. Update MRP Plan Options.

Your cursor should still be in the line of the MRP you just created.

The value of the planning options is to allow each company to tailor each planning run to a specific operation unit, or down to a specific work cell if they would like to get that granular. By using the different time fences and overwrites options available they will be to control the nervousness of the planning runs and provide enforcement to specific business rules the company has defined.

Define if you are going to planning capacity or not. Most software will have you do this as a sequential process – Oracle Plans it in the same planning run.

This is also where the pegging level is set. This will work with the item attributes and help to calculate the pegging for the particular plan.

The material scheduling methods allow the companies to define when material due dates should be calculated at the job start date or operation start date. This can be very valuable in a long lead time environment so material does not arrive and sit on the shelf waiting for operations to complete.

The planned items flag allows users to select the items to be planned. This can help in a simulation mode and reduce the time it takes to get answers.

Sub inventory netting will allow you to select specific subinventories to include in the

(B) Option



The MRP Options form will be displayed.Field Value

Schedule The Name of the MDS you Created

Overwrite All

Plan Capacity Checked

Simulation Set Temp Assy

Pegging Checked

(I) Save the Record

Close the plan option form.

15. Launch The MRP Plan

You should be back at the MRP Name Forms.

(B) Launch

A concurrent request Parameter form will be displayedField Value

Plan Name The name of the plan you created

Should default in

You can accept the rest of the defaults.

(B) Ok

(B) Submit

(B) No to submit another request.




Release Planned Orders From MRP Workbench

Release Planned Orders From MRP Workbench

When the planning processes complete, typically between 5 or so minutes, you can release the planned orders.

We will release the purchase requisitions first and then the wip jobs.

16. Release the Purchase Requisitions

(N) Material Planning > MRP > Workbench

The Find Plan form is displayed

Select your plan name

Click on the Supply Button

The Find supply form is displayed.

While this script will not go into great detail on this you may wish to speak about the flexibility of this form by showing some of the items you can search off of.

After you have done that – complete the following:Field Value

Field Item

Condition Among

From When you enter the field a new form will appear – Enter the following items:

CM22680

CM22684

SB22680

(B) Find

(B) Select all for release

You will get a message that states how many record were processed.

(B) Ok

(B) Release



You will get a pop up that states Select all for Release Changes are pending. Choose Yes to Save or No to discard changes.

(B) Yes

You will get a message stating one new wip job and two new purchase requisitions were generated

(B) OK

Close all forms until you reach the navigator.



Receive Purchase Orders

Receive Purchase Orders

We have forecasted and run the planning processes and released the planned orders to help create purchase orders and wip jobs. We are now going to receive the purchased items into stock.

You may wish to discuss the different options available for the purchasing automation. We choose to highlight the most automated solution. Users can optionally create any type of approval or review process that will fit their business needs.

17. Receive the Purchase Orders

(N) Purchasing > Receiving > Receipts

The Find Expected Receipts form is displayed

In the Item Number enter CM22680

(B) Find

Close the Receipt Header windowField Value

Check The box for the line Checked

Subinventory RIP

(I) Save the record

(I) Find Record

In the Item Number enter CM22684

(B) Find

Close the Receipt Header windowField Value

Check The box for the line Checked

Subinventory RIP

(I) Save the Record

Close all forms until you reach the navigator.



Complete WIP Jobs

Complete WIP Jobs

We will now complete the wip jobs.

18. Release WIP Jobs

WIP > Discrete > Discrete Jobs

The Find Discrete Jobs Form is Displayed

In the Assembly Field Enter SB22680

(B) Find

A list of the discrete jobs will be displayed. Select one of the jobs

(B) Open

The Discrete Job form will be displayed

In the Status field using the LOV Select Release

(I) Save the record.

Write down the number of the job.

19. Complete the job.

WIP > Move Transactions> Move Transactions

The Move Transaction form will be displayedField Value

Job Enter your Job Number

Transaction Type Complete

From Sequence 10

Quantity The entire job quantity

(I) Save the transaction.

Recap

You started by creating a forecast and loading that forecast into a Master Demand Schedule. You then created a Master Production schedule and an MRP plan and ran both of them. You released the purchase reqs from the MRP plan and the wip job from



the MPS Plan. You created PO’s from the released reqs and received them. Using the items you just received, you completed the sub assembly for a wip job.

End of activity.

Demo Support

Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information regarding demonstration support.



Flowchart



Start

Confirm CRPInquiry Mgr is

set up

Log in (1)Set up CRP InquiryMgr. (2)

Confirm CRPInquiry Mgr is

active

Activate CRP InquiryMgr. (3)

Confirm MRP:Default SourcingAssignment Set

Profile> System (4)

UpdateSimulation Set

ChangeResponsibility toMfg DistributionMgr. (5)Update SimulationSet Dates (6)

Pre Demo Stepscomplete?

Create & UpdateForecast

Log into forms as(7)Create Forecast Set(8)Create Forecast Name(9)Populate forecasteditems. (10)

Create & LoadMaster Demand

Create Master DemandSchedule Name. (11)Load Master DemandSchedule (12)

Create & LaunchMRP Plan

Create MRP Plan Name(13)Update MRP PlanOptions. (14)Launch MRP Plan (15)

Release PlannedOrders From MRP

Workbench

Release PurchaseRequisitions (16)

Receive P.O. s

Receive P.O. s (17)

Complete WIPJobs

Release WIP Jobs(18)Complete job. (19)

End



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