Oracle Inventory Planning

8/8/2019 Oracle Inventory Planning

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Inventory: Part 4Release 11i

Classroom Lab Exercises

Prepared by Oracle University:

Author: Oracle Internal SystemsCreation Date: November 24, 2000Last Updated: November 24, 2000


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TABLE OF CONTENTS

LAB 50: DEFINE ITEMSFORINVENTORY PLANNING..........................................................................................................3LAB 51: ENABLING REORDERPOINTAND SAFETY STOCKPLANNING ...................................................................................5LAB 52: ASSIGN REORDERPOINT ITEMTOA FORECAST NAME .........................................................................................6LAB 53: VIEW FORECAST ENTRIES ..............................................................................................................................8LAB 54: REQUESTING REORDER-POINT REPORT ..............................................................................................................9LAB 55: RUN REQUISITION IMPORT.............................................................................................................................11LAB 56: REVIEW PURCHASE REQUISITIONS...................................................................................................................12LAB 57: ENABLING MIN/MAX PLANNING....................................................................................................................13LAB 58: REQUESTING MIN - MAX PLANNING REPORT ................................................................................................14LAB 59: GENERATE REQUISITIONSFOR MIN - MAX PLANNING ...................................................................................15LAB 60: RUN REQUISITION IMPORT.............................................................................................................................16LAB 61: REVIEW PURCHASE REQUISITIONS...................................................................................................................17LAB 62: SETUPFORKANBAN REPLENISHMENT.............................................................................................................18

LAB 63: EXECUTEA KANBAN REPLENISHMENT............................................................................................................19LAB 64: TRANSACTTHE REPLENISHMENT MOVE ORDER................................................................................................20LAB 65: DEFINEA ATP RULE...................................................................................................................................22LAB 66: ENTERA DEFAULT ATP RULEFORAN ITEM ...................................................................................................23LAB 67: VIEW AVAILABLETO PROMISE INFORMATION ....................................................................................................24

Copyright Oracle Corporation. All rights reserved.

Inventory 11i: Part 412/12/2008 12/12/2008 Page 2


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Lab 50: Define Items for Inventory Planning

Page 3.6-14, 4.40-42,

Step Description: Defining New Items to be used for Reorder Point Planning and Min-Max Planning.

Enable your item TXX-007 for reorder-point planning using reorder-point planning, minimum order quantityof 85 and carrying cost percent of 24. Use lead time of 5. Enable your item TXX-008 for Min - Max planning

1. Inventory2. Items3. Master Items

Master Item Window

ItemTXX-007 TXX-008

Description TXX REORDER POINTITEM

TXX MIN-MAX ITEM

Display AttributesAll All

Window Tab

Main Main

Primary Unit of MeasureEach Each

Copy From Copy From

Copy From Window

Template

ItemTXX-003 TXX-003

Primary Unit of MeasureEach Each

User Item TypePurchased Item Purchased Item

Item StatusActive Active




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Window Tab

General Planning General Planning

Inventory Planning MethodReorder Point Min-Max

Make or BuyBuy Buy

Min-Max Quantity:Minimum

< blank>

Min-Max Quantity:Maximum

< blank>

Order Quantity: Minimum85 < blank>

Order Quantity: Maximum < blank>

Carrying Cost Percent

Source TypeSupplier Supplier

Window Tab

Lead Time Lead Time

Processing5 5

Save Save

= ToolsOrganizationAssignment

OrganizationAssignment

Organization Assignment Window

OrgM1 M1

Assigned

Save Save

and




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Lab 51: Enabling Reorder Point and Safety Stock Planning

Step Description: Enter item safety stock with effective date of today and quantity of 50 units.

1. Inventory2. Planning3. Safety Stocks

Find Organization Items

Default ItemTXX-007

Item TXX-007

Description


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Lab 52: Assign Reorder Point Item to a Forecast Name

Instructor Note: Set up a Forecast Set and Forecast Name.

Step Description: Assign TXX-007 item to a Forecast Name.

1. Inventory2. Planning3. Forecasts4. Sets

Forecast Sets

Forecast SetCLASS-FSET

DescriptionCLASS FORECAST SET

Bucket Type DaysDays

LevelItem

Consume

Outlier Update100 %

Backward Days0

Forward Days0

Forecast Name

DescriptionCLASS FORECAST FOR REORDER POINT ITEMS

Demand Class




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Forecast Items

ItemTXX-007

Forecast Entries

Bucket Weeks

Date< This week Mondays date >

End Date


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Lab 53: View Forecast Entries

Step Description: Review the forecast entries for the TXX-007.

1. Inventory2. Planning3. Forecast4. View Entries

Item Forecast Entries

Forecast SetCLASS-FSET

DescriptionCLASS FORECAST SET

< view your entries by Weeks>

< view your entries by Days by clicking on the Options, BucketType >




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Lab 54: Requesting Reorder-point Report

Step Description: Request the reorder-point planning report. Choose No for Create Requisitions. Pick yourforecast name, and click OK, and Submit.

NOTE: Instructor will run this as a demo for the whole class.

1. Inventory2. Planning3. Reorder Point Planning

Parameters

Item SelectionAll reorder point planned items

Demand Cutoff Date

Supply Cutoff Date< todays date >

RestockNo

Default Delivery ToM1 - Seattle

ForecastCLASSFCAST

First SortInventory item

Second Sort No sort

Third SortNo sort

Items FromT00-000

Items ToTZZ-999

Request Id _____________________

How many item should you be reordering?__________________

What is the Reorder Point Level quantity?__________________




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View your Output to review the report.

If you have reasonable data on you report rerun the Reorder Point Planning report and answer Yes toRestock prompt. Use the following to create and view a requisition.

Note: If the report give a message such as Unable to generate Requisition verify that Source = Supplier in

the Item, General Planning attribute group.

1. Inventory2. Planning3. Reorder Point Planning

Parameters

Item SelectionItems under Reorder point

Demand Cutoff Date

Supply Cutoff Date

RestockYes


ForecastTXX- FCAST

First SortInventory item

Second SortNo sort

Third SortNo sort

Items FromT00-000

Items ToTZZ-999

Request Id _____________________




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Lab 55: Run Requisition Import

Step Description: Submit the Requisition Import program to generate approved requisitions.

NOTE: The instructor will run this utility for ALL students.

1. Purchasing2. Reports3. Run

Submit Request Window

TypeSingle Request

Request NameRequisition Import

Parameters

Import Source Inv

Note: If Inv is not listed as a LOV then thereare no Reqs to import

Import Batch ID

Group ByItem

Last Requisition Number




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Lab 56: Review Purchase Requisitions

Step Description: Use Requisition Summary to verify the creation and import of a purchase requisition fromReorder Point Planning

1. Purchasing2. Requisitions3. Requisition Summary

Find Requisitions

ItemTXX-007

Your Requisition should be there!




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Lab 57: Enabling Min/Max Planning

Step Description: Setup a Subinventory to perform Min/Max planning at the Subinventory level.

NOTE: In order for this Lab to work you should have zero On-hand quantity and zero on Supply(purchasesOrders).

1. Inventory2. Setups3. Organizations4. Subinventory

Inventory Summary

Name TXX-FGI

Description

Item Subinventories

ItemTXX-008

Min - Max Planning

Min300

Max900

Save




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Lab 58: Requesting Min - Max Planning Report

Step Description: Request the Min - Max planning report . Choose No for Create Requisitions.

1. Inventory2. Planning3. Min - Max Planning

Parameters

Planning LevelSubinventory

SubinventoryTXX-FGI

Item SelectionAll Min - Max planned items

Demand Cutoff Date

Supply Cutoff Date

RestockNo


Purchasing by RevisionNo

Request Id _____________________

Review your Min - Max report for results!




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Lab 59: Generate Requisitions for Min - Max Planning

Step Description: Choose Yes for Restock to Create Requisitions.

1. Inventory2. Planning3. Min - Max Planning

Parameters

Planning LevelSubinventory

SubinventoryTXX-FGI

Item SelectionItems under minimum order quantity

Demand Cutoff Date

Supply Cutoff Date

RestockYes


Request Id _____________________

Review your Min - Max report for results!




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Lab 60: Run Requisition Import

Step Description: Submit the Requisition Import program to generate approved requisitions.

NOTE: The instructor will run this utility for ALL students.

1. Purchasing2. Reports3. Run

Submit Request Window

TypeSingle Request

Request NameRequisition Import

Parameters

Import Source Inv

Note: If Inv is not listed as a LOV then thereare not Reqs to import

Import Batch ID

Group ByItem

Last Requisition Number




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Lab 61: Review Purchase Requisitions

Step Description: Use Requisition Summary to verify the creation and import of a purchase requisition fromMin - Max Planning

1. Purchasing2. Requisitions3. Requisition Summary

Find Requisitions

ItemTXX-008

Your Requisition should be there!




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Lab 62: Set up for Kanban Replenishment

Step Description: Setup Pull Sequences for TXX-003 to Supply TXX-PROD Subinventory from TXX-STORES.

1. Inventory2. Kanban3. Pull Sequences

Pull Sequences

Pull Sequence Summary

Pull Sequence

ItemTXX-003

SubinventoryTXX-PROD

Source: TypeIntra Org

Source: OrganizationM1

Source: SubinventoryTXX-STORES

Planning

Kanban: CalculateNo of Cards

Kanban: Size100

Kanban: Number of Cards5

Kanban: Minimum

Save

Print Kanban CardsYes




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Lab 63: Execute a Kanban Replenishment

Step Description: Someone has pulled a card for replenishment. Execute a supply replenishment

1. Inventory2. Kanban3. Kanban Cards

Find Kanban Cards

ItemTXX-003

Kanban Cards Summary

Kanban Cards

Replenishable

Size100

Card StatusActive

Supply Status

New




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Lab 64: Transact the Replenishment Move Order

Pages:

Step Description: Transact a Move Order which was created with a Kanban card

1. Inventory2. Move Orders3. Transact Move Orders

Find Move Order Lines

Window TabLines

ItemTXX-003

Transact Move Orders

Select

Transact Move Order Line Allocations

Subinventory

Quantity




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View Quantity On-Hand

Step Description: View Quantity on Hand for TXX-003 in Subinventory TXX-PROD

1. Inventory2. On-Hand, Availability3. On Hand Quantity

Find On-Hand Quantities

Organizations

ItemTXX-003

DisplayDetailed




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Lab 65: Define a ATP Rule

Step Description:: Define a ATP rule name TXX-RULE with 50 past due demand days and 50 past due supplydays.

1. Inventory2. Setup3. Rules4. Available to Promise

ATP Rules

NameTXX-RULE

DescriptionTXX ATP RULE

Consumption:

Forward

Backward

Accumulation:

Accumulate Available

Window

Past Due Days

Demand 50

Supply50

Infinite SupplyUser-defined time fence

Infinite Supply Days15

ATP by Demand Class


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Lab 66: Enter a Default ATP Rule for an Item

Step Description:: Enter a default ATP rule for an Item. When you are in Order Entry and you execute anATP request then this Rule will be primary choice

1. Inventory2. Items3. Master Items

Master Items

ItemTXX-001

Window Tab

Order Management

Check ATPMaterial Only

ATP RuleTXX-RULE

Save




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Lab 67: View Available to Promise Information

Step Description:: Run available to promise and view your results.

1. Inventory2. On Hand Availability3. Available to Promise

ATP Information

Default ATP RuleTXX-RULE

Calendar Organization M-1

Default Required Date

Demand Class

ATP TypeStandard

ATP Criteria

OrgM1

ItemTXX-001

ATP Rule

TXX-RULE

UOMEa

Required Quantity100

Required Date


Inventory 11i: Part 4

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