General Planning Attribute Group
Following are the General Planning attributes and their possible values. You set these attributes when defining or updating items.
Inventory Planning Method
Select an option for organization level planning.
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.
Planner
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. The planner defined here is responsible for approving all move order lines requesting the item if move order approvals are used.
If an item is vendor managed, you must enter a planner for the item.
Make or Buy
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 Uslly 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 also set Build in WIP to Yes, you can use the Planner Workbench to implement planned orders as discrete jobs.
MIN-MAX
Min–Max Minimum Quantity
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.
Min–Max Maximum Quantity
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
ORDER QUANTITY
Minimum Order Quantity
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
Maximum Order Quantity
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 quan tities 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
COST
Order Cost
Enter the fixed cost associated with placing an order of any quantity.
Carrying Cost Percent
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.
SOURCING
Source Type (Replenishment)
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.
Source Organization
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
The source organization can be your current organization if the item is MRP planned and you choose a non–nettable Source Subinventory.
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.
SAFTY STOCK
Safety Stock Method
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.
Safety Stock Bucket Days
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.
Safety Stock Percent
Enter the percent to dynamically calculate safety stock quantities for the item. The planning process multiplies this percent by the average gross requirements and divides by the Safety Stock Bucket Days. The planning process uses this attribute when you set Safety Stock to MRP planned percent.
ORDER MODIFIERS
Fixed Order Quantity
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.
Fixed Days Supply
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.
Fixed Lot Multiplier
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. When net requirements exceed the fixed lot size multiplier quantity, planning algorithms suggest a single order that is a multiple of the fixed lot size multiplier
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