AIMBR.100AMRP MASTER SCHEDULING MRP APPLICATION SETUP<Company Long Name><Subject>

Author: <Author>Creation Date: June 7, 1999Last Updated: June 8, 1999Document Ref: <Document Reference Number> Version: DRAFT 1A

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BR.100Amrp Master Scheduling MRP Application Setup

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Date Author Version Change Reference

7-Jun-99 <Author> Draft 1a No Previous Document

Reviewers

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Distribution

Copy No.

Name Location

1 Library Master Project Library2 Project Manager34

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BR.100Amrp Master Scheduling MRP Application Setup

Contents

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Application Set Up Control Sheet - Oracle Master Scheduling/MRP...............

Initial MRP Setup /MRP: Define Planners........................................................

Initial MRP Setup/MRP: Define Planning Parameters.....................................

Initial MRP Setup/MRP: Start the Planning Manager......................................

Initial MRP Setup/MRP: Define Exception Sets...............................................

MRP: Define Demand Classes.........................................................................

Product Family Setup/MRP: Setup - Product Families....................................

MRP: Define Forecast Sets..............................................................................

MDS, MPS, and MRP Names Setup/MRP: Define Names - MDS......................

MDS, MPS, and MRP Names Setup/MRP: Define Names - MPS......................

MDS, MPS, and MRP Names Setup/MRP: Define Names - MRP......................

Kanban Names Setup/Kanban: Define Names...............................................

MPS, MRP, and DRP Options Setup/MRP: Define Options - MPS....................

MPS, MRP Options Setup/MRP: Define Options-MRP......................................

Reports, Exceptions, and Workbench Setup/MRP: Run Audit Information Report...............................................................................................................

Open and Closed Issues for this Deliverable..................................................Open Issues................................................................................................Closed Issues.............................................................................................

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Application Set Up Control Sheet - Oracle Master Scheduling/MRP

Environment Name: Machine: Type (definition, execution, both):

WorkflowSubWorkflow Name

Set Up Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

MRP Setup

Initial MRP Setup MRP: Define Planners

Initial MRP Setup MRP: Define Planning Parameters

Initial MRP Setup MRP: Start the Planning Manager

Initial MRP Setup SYS: Profile Options

Initial MRP Setup MRP: Exception Sets

Initial MRP Setup MRP: Demand Classes

Product Family Setup MRP: Setup - Product Family

Define Forecast Sets MRP: Forecast Sets/Items/Entries

MDS, MPS, and MRP Names Setup

MRP: Define Names - MDS

MDS, MPS, and MRP Names Setup

MRP: Define Names - MPS

MDS, MPS, and MRP Names Setup

MRP: Define Names - MRP

Kanban Plan Setup MRP: Kanban Names

MPS, MRP Options Setup MRP: Define Options - MPS

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WorkflowSubWorkflow Name

Set Up Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

MPS, MRP Options Setup MRP: Define Options - MRP

Reports, Exceptions, and Workbench Setup

MRP: Run Audit Information Report

Reports, Exceptions, and Workbench Setup

MRP: Define Planning Exception Parameters

Project Planning Parameters

MRP: Define Planning Groups

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Initial MRP Setup /MRP: Define Planners

Inventory>Setup>Planners <Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define and update material Planners or planning entities.

Attention: A planner can be a person or an entity, such as a department or a division

<Planners>Planner Name Description Employee Code Email Address Inactive Date

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Initial MRP Setup/MRP: Define Planning Parameters

Planning>Setup>Parameters <Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this region to define and update the execution default Parameters for Oracle Master Scheduling/MRP.

<Planning Parameters>Snapshot Lock Tables Default ABC Assignment Group

Execution Defaults:

Demand Time Fence Control Planning Time Fence Control

Plan Safety Stock Net WIP

Net Purchases Net Reservations

Material Scheduling Method:

Planned Item

Include MDS Days

<Repetitive Planning Parameters>Use: Anchor Date:

First Bucket Days First Horizon

Second Bucket Days Second Horizon

Third Bucket Days

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Initial MRP Setup/MRP: Start the Planning Manager

Planning>Setup>Planning Manager<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to start the concurrent manager named the Planning Manager. One of the main jobs of the Planning Manager is to keep the MTL_DEMAND table updated.

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Initial MRP Setup/MRP: Define Exception Sets

Planning>Setup>Exception Set<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this region to define or update the Planning Exception sets for Oracle Master Scheduling/MRP.

<Planning Exception Sets>Name:

Sensitivity Controls:

Excess Quantity

Repetitive Variance

Over Utilized

Under Utilized

User Defined TF (Days)

Exception Time Periods:

Shortage Exceptions

Excess Exceptions

Resource Over Utilized

Resource Under Utilized

Overpromised Exceptions

Repetitive Variance Exceptions

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MRP: Define Demand Classes

Planning>Setup>Demand Class <Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to establish Quick Codes for Demand Classes. Demand Classes are Marketing channels that can be used for forecasting and planning. This is a QuickCode form and should come seeded with Demand Class type.

<Demand Classes>Code Meaning Description Start Date End Date Enabled?

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Product Family Setup/MRP: Setup - Product Families

Setup>Product Families<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define the members of Product Families and their allocation percent of forecasts. Product Families are defined in INV: Master Items with an Item Type and BOM Type = Product Family.

<Product Family>Product Family Item

Description Member Item Description Planning % Effective From Effective To Inactive On

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MRP: Define Forecast Sets

Planning>Forecasts>Sets<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to establish independent Forecast demand. Sets comprise of Forecast Names, which comprise of the Items forecasted and their detailed Forecast entries.

<Forecast Sets>Set Name Set

DescriptionBucket Type Default

LevelInactive On Consume Outliner % Forward

DaysBackward Days

<Forecast Names>F/C Name F/C Description Inactive On Demand Class Customer

<Forecast Items> <Entries>F/C Name F/C Description Item Number Level Start Date End Date Current Qty Production

LineProject/Task

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MDS, MPS, and MRP Names Setup/MRP: Define Names - MDS

Planning>MDS>Names<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define Master Demand Schedule Names. A MDS is a statement of shipments and can be loaded from Sales Orders, Forecasts, Inter-org transfers, or spares entries.

<Master Demand Schedule Plan Name>Name Description Demand Class Relief Inactive On

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MDS, MPS, and MRP Names Setup/MRP: Define Names - MPS

Planning>MPS>Names<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define Master Production Plan Names for both Production Schedules and Simulation plans.

<Master Production Plan>Name Description Demand Class Relief Inventory ATP Production Inactive On

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MDS, MPS, and MRP Names Setup/MRP: Define Names - MRP

Planning>MRP>Names<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define the Names for Material Requirement Plans.

<Material Requirements Plan>Name Description Feedback Production Inactive On

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Kanban Names Setup/Kanban: Define Names

Planning>Kanban>Names<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define the Names for Kanban plans. Kanbans are defined in INV: Master Items with Release field set to Kanban. A Pull Sequence is defined to replenish Kanban Locations and establish order modifiers. A Kanban plan will calculate kanban lot sizes per location based on Demand Type and Demand horizon. Pull Sequences are established in either Inventory or Flow Manufacturing responsibilities.

<Kanban Plan Names>Name Description Demand Type Forecast/Schedule Inactive On

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MPS, MRP, and DRP Options Setup/MRP: Define Options - MPS

Planning>MPS>Options<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define the processing Options for Master Production Schedules.

<Plan Options>Plan (Plan) Type

MDS Schedule (Schedule) Type

Overwrite

Append Planned Orders Snapshot Lock Tables

Demand Time Fence Control Planning Time Fence Control

Net WIP Net Purchases

Net Reservations Plan Safety Stock

Material Scheduling Method

Planned Items

Pegging:

Pegging (Yes)

Reservation Level

Hard Pegging Level

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Subinventory Netting<Subinventory Nettng>

Name Description Net

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MPS, MRP Options Setup/MRP: Define Options-MRP

Planning>MRP>Options<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to define the processing Options for Material Requirement Plans.

<Plan Options>Plan (Plan) Type

MDS / MPS Schedule (Schedule) Type

Overwrite

Append Planned Orders Snapshot Lock Tables

Demand Time Fence Control Planning Time Fence Control

Net WIP Net Purchases

Net Reservations Plan Safety Stock

Plan Capacity

Bill of Resource

Simulation Set

Pegging:

Pegging (Yes)

Reservation Level

Hard Pegging Level

Material Scheduling Method

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Planned Items

Subinventory Netting<Subinventory Nettng>

Name Description Net

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Reports, Exceptions, and Workbench Setup/MRP: Run Audit Information Report

Planning>Reports>SRS<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to run the Audit Information Report and verify planning data.

<Submit Requests>Type

Name

Parameters

Print Options Copies

Style

Printer

Run Options:Resubmit

From

To Start

Save Output

End Resubmission

Submission History:

Type Name Parameters Request ID

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Open and Closed Issues for this Deliverable

Open IssuesID Issue Resolution Responsibility Target Date Impact Date

Closed IssuesID Issue Resolution Responsibility Target Date Impact Date

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