Material Planning - Plan To Production

Material Planning - Plan to Production
Demo Script (Internal)
Copyright Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to Production Page 1
Table of Contents
Material Planning - Plan to Production [EDUM0410] ................................................................................1 Material Planning - Plan to Production.......................................................................................................................1 Confirm CRP Inquiry Manager is set up................................................................................................................2 Confirm CRP Inquiry Manager is Active ..............................................................................................................3 Confirm MRP: Default Sourcing Assignment Set.........................................................................................4 Update the Simulation Set.......................................................................................................................................5 Create and update Forecast.....................................................................................................................................7 Create and Load Master Demand..........................................................................................................................10 Create and Launch MRP Plan...............................................................................................................................12 Release Planned Orders From MRP Workbench..................................................................................................14 Receive Purchase Orders......................................................................................................................................16 Complete WIP Jobs...............................................................................................................................................17 Flowchart..................................................................................................................................................................19
Material Planning - Plan to Production Page i
Material Planning - Plan to Production

Document Control
Date 14-Jun-2004 17-Sep-2004 04-Oct-2004 Owner Andy.Brisley Jason So Jason So App Release 11.5.10 11.5.10 11.5.10 Version v1.0 V1.0 V1.0 Change Reference Updating script to Tutor Format Reviewed and Change Required 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)
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 in
Field User Name Password Responsibility MFG Welcome System Administrator Value
2.
Set up CRP Inquiry Manager. (N) Concurrent > Manager > Define The Concurrent Manager window will be displayed. (B) Query
Field Manager Value CRP Inquiry Manager
The CRP Inquiry Manager will be populated (B) Workshift

Field Processes 1 Value
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 Manager
Field Manager Value 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. Close the forms back to the navigator.
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 displayed
Field Site Profile Value Check Box 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 Responsibility
Field Responsibility Value Manufacturing and Distribution Manager
6.
Update the Simulation Set Dates (N) Bills of Material > Routings > Departments >
Field Org M1 Value
The Find Department Window will be displayed. (I) Find Upgrade Department
Field Department Upgrade Value
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 Simulation Set Change Capacity From Date To Date Temp Assy Add Capacity 3 Leave As is
Value
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 Close the forms back to the navigator.
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 as
Field User Name Password Responsibility MFG Welcome Manufacturing and Distribution Manager Value
8.
Create Forecast Set (N) Material Planning > Forecast > Sets
Field Organization M1 Value
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 Set
Field Forecast Set Description Bucket Type Level Consumption Options Consume Outlier Update Backward Days Forward Days Checked 100 0 0 Value Enter meaningful Name Enter a meaningful description Weeks Item
(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 Field
Field Forecast Description Value Enter the name of your forecast 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 Item AS62445 Value
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 Bucket Date End Date Current Value Weeks (should default) Enter a date a couple of weeks out in the future Enter a date 6 weeks from the Start Date 1000
(I) Save the Record The Forecast is now available for use in the rest of the planning products..
Close the forms back to the navigator.
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 Name Description Value Enter meaningful name 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 displayed

Field Destination Schedule Source Type Source Name Include Sales Orders Overwrite Specific Forecast Enter the name of the forecast you created No Sales Orders All Entries Value The Name of the MDS schedule you created
We are suggesting these parameters to help ensure you dont 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 displayed
Field Name Description Production Value Enter meaningful name Enter meaningful description 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 Schedule Overwrite Plan Capacity Simulation Set Pegging All Checked Temp Assy Checked Value The Name of the MDS you Created
(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 displayed
Field Plan Name Should default in Value The name of the plan you created
You can accept the rest of the defaults. (B) Ok (B) Submit (B) No to submit another request. Close the forms back to the navigator.
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 Field Condition From Item Among When you enter the field a new form will appear Enter the following items: CM22680 CM22684 SB22680 Value
(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 window
Field Check The box for the line Subinventory Checked RIP Value
(I) Save the record (I) Find Record In the Item Number enter CM22684 (B) Find Close the Receipt Header window
Field Check The box for the line Subinventory Checked RIP Value
(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 displayed
Field Job Transaction Type From Sequence Quantity Complete 10 The entire job quantity Value Enter your Job Number
(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 POs 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.
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Material Planning - Plan To Production

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Material Planning - Plan to Production

Demo Script (Internal)

Copyright Oracle Corporation, 2003. All rights reserved.