Purchasing Setup: Min-Max Planning [ID 106678.1]

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Purchasing Setup: Min-Max Planning

NOTE: Any and all profile options discussed in this document can be defined from the following responsibility and navigation with Oracle Applications:

Responsibility: System Administrator
Navigation: Profiles -> System

1. Inventory must be fully installed.

2. Items that will be min-max planned must be defined in the item master organization.

Responsibility: Purchasing Super User
- OR -
Inventory
Navigation: Items/Master Items

Attributes that must be defined:
Inventory Planning Method = Min-Max
Min-Max Quantity Minimum > 0
Min-Max Quantity Maximum > Min-Max Quantity Minimum
Make or Buy = Make for make items or Buy for buy items
Safety Stock = Non-MRP Planned
All related accounts must be defined
Inventory Item flag should be enabled
Stockable flag should be enabled
Transactable flag should be enabled

Attributes specific to Buy items:
Make or Buy = Buy.
Purchased flag should be enabled
Purchasable flag should be enabled
Source Type = Supplier

Attributes specific to Make items:
Make or Buy = Make
Make in WIP flag should be enabled
Source Type = Inventory
Source Type Organization and subinventory (if used) should be populated

Once the item is defined, it should be assigned to the inventory organization that the Min-Max Planning Report will replenish. This can be done while in the Master Items form. by clicking on the Special pull-down menu and picking Organization Assignments, then checking the desired organization(s) and saving.

3. Determine if requisitions should be imported with a status of Approved or Incomplete. This is done by defining the system profile option INV: Minmax Reorder Approval.

4. If the item has the Use Approved Supplier attribute enabled, the requisition can be populated with a suggested supplier. To use this functionality, the following should be performed:

A. Responsibility: Purchasing Super User
Navigation: Supply Base -> Approved Supplier List
Link the item and supplier to the source document, which is typically a blanket purchase agreement. Be sure that the status of the source document is Approved.

B. Navigation: Supply Base -> Sourcing Rule Create a sourcing rule.
- Type = Buy From
- Allocation can be any value for Requisition Import (only Oracle Inventory uses this field)
- Rank should be #1 (Oracle Purchasing uses rank)

C. Navigation: Supply Base -> Assign Sourcing Rule
Assign the item to the sourcing rule that was just created in step B above. The assignment set name used should be the same assignment set that is specified in the following profile option: MRP:Default Sourcing Assignment Set
This profile can be set at the Site, Application, Responsibility, and User levels. The system will check each level and will compare the lowest level (most detailed) profile setting for the user running Requisition Import to the assignment set for the item. If they match, the suggested buyer will be populated on the requisition as well.

5. To submit the Min-Max Planning Report:
Responsibility: Inventory
Navigation: Planning -> Min-Max Planning

The following parameters, at minimum, should be specified when running this report for the purpose of generating requisitions to be imported into Oracle Purchasing: Planning Level When set to Subinventory, the report neither generates WIP jobs nor does it consider them as supply or demand Item Selection Choices are: Items under minimum quantity Items over maximum quantity All min-max planned items
Sort By Choices are: Inventory item Category Planner Buyer Restock Must be set to Yes in order for requisitions to be generated. If the user wishes to verify the results prior to generating requisitions, the report should be first run with this parameter set to No.
Default Delivery To Will default to the default location specified for the current inventory organization that the report is being run for.

6. Once the report is run, the requisition data is written to the table
PO_REQUISITIONS_INTERFACE_ALL, provided that the Restock parameter was set to Yes at the time the report was submitted. Requisitions can then be imported from the Oracle Purchasing application by selecting the Requisition Import process.

Responsibility: Purchasing Super User
Navigation: Reports -> Run
Report Name: Requisition Import

NOTE: Beginning with Release 11, the requisition approval workflow process will automatically initiate once the Requisiton Import process has completed, regardless of the setting of the INV: Minmax Reorder Approval profile option. If the desired effect is to always have requisitions imported from Min-Max Planning with an Approved status, the Initiate Approval After ReqImport parameter of the requisition approval workflow should be changed to No; this will prevent the document approval process
from launching.

GENERATING REQUISITIONS

Requisitions can be optionally generated when the Min-Max Report is run. A location must be specified to serve as the default delivery location on the requisitions. In addition, the Restock parameter must be set to "Yes". Oracle Inventory creates purchase requisitions when the attribute Source Type is set to Supplier, and creates requisitions for Internal Orders when the attribute Source Type is set to Inventory. The Source Organization attribute is used to determine the organization from which the internal requisition sources the item.

Once the report is generated, a row can be found for each item generating a requisition in the PO_REQUISITIONS_INTERFACE table. At this point Oracle Inventory has completed the Min-Max process once rows are found in this table.

A requisition or purchase order number is not generated until the Requisition Import process is run from Oracle Purchasing.  Change responsibilities to an Oracle Purchasing responsibility with enough rights to run the Import Process. Navigate to Reports--&gtRun, place cursor in the Name field and choose 'Requisition Import' from the list of values. In the field Import Source there will be a choice of INV in the list of values indicating that there are requisitions to be imported from Inventory. Import these requisitions and process as any ordinary requisition.

 

Requisition Import Parameter "Import Source LOV" Contains NO Values. [ID 1052184.6]
The List of Values for the Import Source parameter, when submitting  Requisition Import, is determined by the INTERFACE_SOURCE_CODE column value in the PO_REQUISITIONS_INTERFACE_ALL table.

If there are no values for the lov, then there are no records in the table for the current organization.

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