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How to Assign Item from One Organization to Another Organization in Oracle

Item Organization Assignment setup…
  1. Create Organization Hierarchy
    Nav: Inventory → Setup → Organization → Hierarchy
  2. Organization Name is Source Organization
  3. Subordinates is Destination Organization
    Note: You can add more than one subordinates(Destination Organization)
     
    Run Request : Item Organization Assignment
    Nav: View → Requests → Submit New Requests → Single Requests → Item Organization Assignment
Enter the Parameter
  1. Source Organization = From Organization
  2. Hierarchy Origin = Destination Organization
  3. Hierarchy = Which you created Organization Hierarchy name
  4. Category set Name = At least one Category set name required.
  5. Request Count = 1
Click (B) ok
 
After Completing the Request 
You can run the Item Status report and view the output which is assigned the against the Organization.
 
Run the Request Item Status Report and View Output

View Output Item
 
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R12 Futures Order Management without Sales Order Ship material deplete stock from Inventory

Miscellaneous Shipments

Miscellaneous Shipments enable you to ship confirm deliveries that are not tied to (or did not originate from) a sales order, or have been sent via XML Shipment Request from a legacy order management system to Oracle Shipping Execution. XML support enables Oracle Shipping Execution to return an XML Shipment Advice message back to a legacy OM system to confirm the shipment.
XML Shipment Request is an XML message that is sent to Oracle Shipping Execution. It is the equivalent of the EDI transaction 940 Inbound. Oracle XML Gateway is used to generate the XML messages (both Shipment Request and Shipment Advice). Miscellaneous shipment deliveries can be combined in a trip with OM-originated deliveries.
The functionality of miscellaneous shipments is the same as Oracle Order Management-originated deliveries.
The following restrictions exist when using miscellaneous shipments with Oracle Shipping Execution:

  • Cannot assign delivery lines to a delivery
  • Cannot unassign delivery lines from a delivery
  • Cannot reopen deliveries
  • Partial shipment of a delivery will result in the cancellation of the remaining quantity or line(s)
  • Cannot run pick release

Oracle XML Gateway, along with Advanced Queuing, must be installed. The WSH organization must be defined as a Trading Partner. (The supplier site Shipping organization must be defined as a Distributed organization).
Oracle Workflow is required for notifications.

XML Used with Miscellaneous Shipments

Shipment Request: Shipment Request transaction (the XML equivalent of the ASC X12 940 transaction) is a modified version of the Open Applications Group (OAG) document type definition (DTD) show_shipment_005. This DTD is used to send shipment information from Oracle Shipping Execution to a 3rd party order management system (or legacy system). These transactions contain all pertinent information for the delivery.
Shipment Advice: Shipment Advice transaction (the XML equivalent of the ASC X12 945 transaction) is a modified version of the OAG DTD show_shipment_005. This DTD is used to send shipment information from a 3rd party order management system (or legacy system) to Oracle Shipping Execution. The Shipment Advice transaction sends all pertinent information for the delivery.

Data Flow

The following graphic describes the data flow when Shipment Request is used to send information from a third-party order management system to Oracle Shipping Execution.

 
The following graphic describes the data flow when Shipment Advice is used to send information from Oracle Shipping Execution to a third-party order management system.
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Oracle EBS Valuation and Other Accounts

Valuation Accounts

You choose a default valuation account when you define organization parameters. Under standard costing, these accounts are defaulted when you define subinventories and can be overridden. Under average costing, these accounts (except for Expense) are used for subinventory transactions and cannot be updated.

Material An asset account that tracks material cost. For average costing, this account holds your inventory and intransit values. Once you perform transactions, you cannot change this account.
Material Overhead An asset account that tracks material overhead cost.
Resource An asset account that tracks resource cost.
Overhead An asset account that tracks resource and outside processing overheads.
Outside processing An asset account that tracks outside processing cost.
Expense The expense account used when tracking a non-asset item.

Other Accounts

Sales The profit and loss (income statement) account that tracks the default revenue account.
Cost of Goods Sold The profit and loss (income statement) account that tracks the default cost of goods sold account.
Purchase Price Variance The variance account used to record differences between purchase order price and standard cost. This account is not used with the average cost method.
Inventory A/P Accrual The liability account that represents all inventory purchase order receipts not matched in Accounts Payable, such as the uninvoiced receipts account.
Invoice Price Variance The variance account used to record differences between purchase order price and invoice price. This account is used by Accounts Payable to record invoice price variance.
Encumbrance An expense account used to recognize the reservation of funds when a purchase order is approved.
Average Cost Variance
Under average costing with negative quantity balances, this account represents the inventory valuation error caused by issuing your inventory before your receipts.




Note: For standard costing, only the Purchase Price Variance, Inventory A/P Accrual, Invoice Price Variance, Expense, Sales and Cost of Goods Sold accounts are required. The other accounts are used as defaults to speed your set up.
Note: For average costing, only the Material, Average Cost Variance, Inventory A/P Accrual, Invoice Price Variance, Expense, Sales and Cost of Goods Sold accounts are required. The other accounts are used as defaults or are not required.

Inter-Organization Transfer Accounts

You define default inter-organization transfer accounts in the Organization Parameters window. These accounts are defaulted when you set up shipping information in the Inter-Organization Shipping Networks window.
Transfer Credit
The default general ledger account used to collect transfer charges when this organization is the shipping organization. This is usually an expense account.
Purchase Price Variance
The default general ledger account used to collect the purchase price variance for inter-organization receipts into standard cost organizations. This is usually an expense account.
Payable
The default general ledger account used as an inter-organization clearing account when this organization is the receiving organization. This is usually a liability account.
Receivable
The default general ledger account used as an inter-organization clearing account when this organization is the shipping organization. This is usually an asset account.
Intransit Inventory
The default general ledger account used to hold intransit inventory value. This is usually an asset account. For average cost organizations, this account is the default material account.

Defining Other Account Parameters

To define Receiving Account information:
1. Navigate to the Organization Parameters window.
2. Select the Other Accounts alternative region.
3. Enter a general ledger account to accumulate Purchase Price Variance for this organization.
This is the variance that you record at the time you receive an item in inventory, and is the difference between the purchase order cost and an item’s standard cost. Purchase price variance is calculated as:
PPV = (PO unit price – standard unit cost) X quantity received
Purchase price variance is not used for average costing.
4. Enter a general ledger account to accumulate Invoice Price Variance for this organization. This is usually an expense account.
Invoice price variance is the difference between the purchase order price for an inventory item and the actual invoice price multiplied by the quantity invoiced. Oracle Inventory passes this account to Oracle Purchasing when the requisition or purchase order is created. When Oracle Payables matches and approves the invoice, Oracle Payables uses the invoice price variance account from the purchase order to record invoice price variance entries. In addition, if you have exchange rate variances, Oracle Payables also records invoice price variance for exchange rate gains and losses.
5. Enter a general ledger account to accumulate Inventory Accounts Payable Accrual for this organization.
This is the account used by Oracle Purchasing to accrue your payable liabilities when you receive your items. This account represents your uninvoiced receipts and is usually part of your Accounts Payable Liabilities in the balance sheet. Oracle Payables relieves this account when the invoice is matched and approved.
6. Enter a default general ledger account to accumulate Encumbrance for this organization. This is the default account when you define your subinventories.
To define Profit and Loss Account information:
1. Select the Other Accounts alternative region.
2. Enter a default Sales revenue account.
When you define your items, this account is defaulted to the item’s sales account in the Invoicing attribute group.
3. Enter a default Cost of Goods Sold account.
When you define your items, this account is defaulted to the item’s cost of goods sold account in the Costing attribute group.
To define Average Cost Account information:
1. Select the Other Accounts alternative region.
2. Under average costing with negative quantity balances, this account represents the inventory valuation error caused by issuing your inventory before processing your receipts. This account is required only when using average costing.
3. Save your work.

Subinventory General Ledger Account Fields

Material
Enter a general ledger account to accumulate material costs for items received into this subinventory. This is usually an asset account used for the value of goods stored in this subinventory.
For asset items, you use this account as a default when you generate purchase requisitions from MRP, min-max organization level planning, or reorder point planning. However, when you receive the purchase order, you use the appropriate valuation or expense account.
Outside Processing
Enter a general ledger account to accumulate outside processing costs for this subinventory. This is usually an asset account. Oracle Work in Process charges this account at standard cost when you receive items for a job or schedule in Oracle Purchasing. Oracle Work in Process relieves this account at standard cost when you issue components to a job or schedule.
Material Overhead
Enter a general ledger account to accumulate material overhead or burden costs for this subinventory. This is usually an asset account.
Overhead
Enter a general ledger account to accumulate resource or department overhead costs for this subinventory. This is usually an asset account. Oracle Work in Process charges this account at standard cost when you complete assemblies from a job or schedule. Oracle Work in Process relieves this account at standard when you issue components to a job or schedule.
Resource
Enter a general ledger account to accumulate resource costs for this subinventory. This is usually an asset account. Oracle Work in Process charges this account at standard cost when you complete assemblies from a job or schedule. Oracle Work in Process relieves this account at standard cost when you issue components to a job or schedule.
Expense
Enter a general ledger account to accumulate expenses for this subinventory. For expense subinventories, this account is charged when you receive any item. For asset subinventories, this account is charged when you receive an expense item.
Encumbrance
ORACLE PURCHASING ONLY
Enter a general ledger account to hold the value of encumbrances against items in this subinventory. This account is used for purchase order receipts and returns.
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MRP / MPS Planning Setup

Setup Steps
Step 1 Define your Master Scheduling / MRP Setup Parameters (Required)
You need to define different modes of operation and default values that affect other functions in Oracle Master Scheduling/MRP. If you manufacture your assemblies repetitively, you can also set up your repetitive item defaults.
Step 2 Define your Deliver-to Locations (Optional)
In Oracle Purchasing, define locations for where you ship, deliver internally, or bill the goods and services you order. This is a necessary setup if you plan on importing purchase requisitions from the Planner Workbench into Oracle Purchasing.
Step 3 Define your Employees (Optional)
If you do not install Oracle Human Resource Management Systems with Oracle Master Scheduling/MRP, you use the Enter Employee form to define and maintain employees in Oracle Master Scheduling/MRP.
Define every employee who:
    • creates requisitions or purchase orders.
    • authorizes the purchase of goods and services.
    • receives goods or services.
This is a necessary setup if you plan on importing purchase requisitions from the Planner Workbench into Oracle Purchasing.
If you install Oracle Human Resource Management Systems, you use the forms in Oracle Human Resource Management Systems instead to enter and maintain employees.
Step 4 Set Profile Options (Required with Defaults)
Profile options specify how Oracle Master Scheduling/MRP and Oracle Supply Chain Planning controls access to and processes data. In general, profile options can be set at one or more of the following levels: site, application, responsibility, and user.
System administrators use the Profile Options form to set profile options at the site, application, responsibility, and user levels.
Oracle Master Scheduling/MRP and Oracle Supply Chain Planning users use the Profile Options form to set profile options only at the user level. You can update your personal profile options if you want to override the defaults provided by Oracle Master Scheduling/MRP and Oracle Supply Chain Planning. Personal profiles allow you to control data access and processing options at the user level.
For more information about the profile options available in Oracle Master Scheduling/MRP and Oracle Supply Chain Planning, see: Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Profile Options.
Step 5 Define your Forecast Sets (Optional)
You can define any number of forecast sets or names. This allows you to define any number of forecasts–including different types of forecasts, such as by customer or by item. For each forecast set, you can also specify the number of days that a sales order looks to consume the forecast and the minimum level of forecast information required to consume the forecast.
For instructions on defining forecast sets, see: Defining a Forecast Set.
Step 6 Define your MDS Names (Optional)
Define any number of demand schedule names; this allows you to define multiple master demand schedules, each with a unique name. A master demand schedule is a statement of anticipated demand that you can use to create a master production schedule, or as direct input to a material requirements plan.
For each master demand schedule name, you can also signify if sales order shipments relieve the schedule.
For instructions on defining MDS Names, see: Defining a Schedule Name.
Step 7 Define your MPS Names (Optional)
Define any number of production schedule names; this allows you to define multiple master production schedules, each with a unique name. A master production schedule defines the anticipated build schedule for the product family members and other critical items.
For each master production schedule name, you can also signify if the creation of jobs/repetitive schedules relieves the schedule.
For instructions on defining MPS Names, see: Defining a Schedule Name.
Step 8 Define your MRP Names (Optional)
Define any number of material requirements plan names. This allows you to generate multiple MRP plans, each with a unique name. A material requirements plan defines a set of recommendations to release or reschedule orders for material based on the net material demands.
For instructions on defining MRP Names, see: Defining MRP Names.
Step 9 Define your DRP Names (Optional)
Define any number of distribution requirements plan names. This allows you to generate multiple DRP plans, each with a unique name. A distribution requirements plan defines a set of recommendations to release or reschedule orders for material based on the net material demands.
For instructions on defining DRP Names, see: Defining DRP Names.
Step 10 Define your Sourcing Rules and Bills of Distribution
Sourcing rules specify how to replenish items in an organization. A bill of distribution specifies a multilevel replenishment network of warehouses, distribution centers, manufacturing centers, and trading partners.
For instructions on defining sourcing rules, see: Defining Sourcing Rules.
For instructions on defining bills of distribution, see: Defining Bills of Distribution.
Step 11 Create your Assignment Sets
Once you have defined your sourcing rules and bills of distribution, you must assign them to particular items, categories and/or organizations. A set of such assignments is called an assignment set. (Later, when you specify plan options for a plan, you will choose which assignment set you want the plan to use.)
For instructions on creating assignment sets, see: Assigning Sourcing Rules and Bills of Distribution.
Step 12 Define your Inter-organization Shipping Network
Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping organization and a destination organization.
For instructions on defining this shipping network, see: Defining Inter-Organization Shipping Networks and Organization Parameters.
Step 13 Define Shipping Methods
You must define different shipping methods and associate them with different in transit lead times.
For instructions on defining shipping methods, see: Defining Shipping Methods.
Step 14 Run the Information Audit (Optional–highly recommended)
Audit the information you use to plan your master schedules and material requirements. For example, you can use the audit to verify the structure of your bills. Oracle Master Scheduling/MRP provides a set of predefined audits that can be executed to verify existing data.
Information audits are primarily used to validate the integrity of your database. Oracle Master Scheduling/MRP also provides a set of predefined audits that can be executed to verify existing data.
Step 15 Define your Planning Parameters (Required)
For instructions on defining your planning parameters, see: Defining Planning Parameters.
Step 16 Start the Planning Manager (Required)
You need to activate the planning manager to execute several maintenance tasks such as forecast consumption and master schedule relief.
For instructions on starting the Planning Manager, see: Starting the Planning Manager.
Step 17 Define your Planners (Optional)
For instructions on defining your planners, see: Defining Planners.
Step 18 Create your Planning Exception Sets (Optional)
You can define and update planning exception sets that you can use to identify items and orders that require attention based upon a set of predefined action messages. This facilitates control over message sensitivity, message priority, and marking those messages where action has been taken.
For instructions on creating planning exception sets, see: Creating Planning Exception Sets.
Step 19 Create your Demand Classes (Optional)
You can define and update demand classes to group similar customers, demand channels or sales order types. You can use demand classes as a means of forecasting and master scheduling different sources of demand separately.
For instructions on creating demand classes, see: Creating Demand Classes.
Step 20 Create Source Lists (Optional)
For instructions on creating source lists, see: Creating Source Lists.
Step 21 Set Up Planner Workbench (Required)
For instructions on setting up Planner Workbench, see: Setting Up Planner Workbench.
Step 22 Set up for Supplier Planned Inventories (Optional)
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Setting Up

Overview of Setting Up

This section contains an overview of each task you need to complete to set up Oracle Master Scheduling/MRP and Oracle Supply Chain Planning.
Before you set up , you should:

·         Set up an Oracle Applications System Administrator responsibility. See: Setting Up Oracle Applications System Administrator, Oracle Applications System Administrator’s Guide.
·         Set up your Oracle Applications Set of Books. See: Defining Sets of Books, Oracle General Ledger User’s Guide.

Related Product Setup Steps

Set Up Oracle Applications Technology
The setup steps in this chapter tell you how to implement the parts of Oracle Applications specific to.
You need to complete several setup steps, including:

·         Performing system-wide setup tasks such as configuring concurrent managers and printers
·         Managing data security, which includes setting up responsibilities to allow access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities

Also, if your product uses Oracle Workflow to, for example, manage the approval of business documents or to derive Accounting Flexfield values via the Account Generator, you need to set up Oracle Workflow.
See also Oracle Applications System Administrator’s Guide and Oracle Workflow Guide
Oracle Inventory
Make sure you set up Inventory as described in Overview of Setting Up, Oracle Inventory User’s Guide. Ensure that all the following steps have been completed:

·         Define your planners.
·         Define your unit of measure conversions.
·         Define your item planning information.
·         If you manufacture your assemblies repetitively ensure that you define your repetitive planning information.
·         If you operate in a project-based environment, add pegging levels for Project Manufacturing.
·         If you operate in a Flow Manufacturing environment, define items for products, parts, and optionally, assign members to a product family.

Oracle Purchasing
Make sure you set up Purchasing as described in Overview of Setting Up, Oracle Purchasing User’s Guide. Ensure that all the following steps have been completed:

·         Define financial options
·         Define locations
·         Set up personnel
·         Define buyers
·         Set up approval information

Oracle Bills of Material
Make sure you set up Bills of Material as described in Overview of Setting Up, Oracle Bills of Material User’s Guide. In addition to the set up, ensure that all the following steps have been completed:

·         Define your organization calendar
·         Define your bills of material
·         Define your routings
Define flow routings, items need to be associated to lines through routings
·         Calculate your routing lead times
·         Define resources

Oracle Work in Process
Make sure you set up Work in Process as described in Overview of Setting Up, Oracle Work in Process User’s Guide. Ensure that all the following optional steps have been completed:

·         Define your production lines
·         Define your repetitive assemblies if you manufacture your assemblies repetitively
·         Define production lines and line rates for flow schedules if you have a Flow Manufacturing environment

Oracle Capacity
Make sure you set up Capacity as described in Overview of Setting Up, Oracle Capacity User’s Guide. Ensure that all the following optional steps have been completed:

·         Define simulation sets
·         Define resource groups
·         Define and load bill of resources
·         Set profile options

Oracle Project Manufacturing
If you work in a project–based environment, perform the following additional steps to use Oracle Project Manufacturing:

·         Perform setup steps in Oracle Projects. See: Setting Up Project MRP in Oracle Projects.
·         Perform setup steps in Oracle Inventory

See: Setting Up Project MRP in Oracle Inventory

·         Perform setup steps in . See: Defining Planning Group Lookups
·         Perform setup steps in Oracle Project Manufacturing. See: Setting Up Project MRP in Oracle Project Manufacturing

Oracle Workflow
You can use the Enabled Exception Messages workflow to generate and distribute messages to those who are the contacts for specific job tasks in order to resolve problems. See: Setting Up Oracle Workflow, Oracle Workflow Guide.

Setup Checklist

Complete the following steps, in the order shown, to set up Oracle Master Scheduling/MRP and Oracle Supply Chain Planning:
Note: The Master Scheduling, MRP and Supply Chain Planning products use many of these steps in common, but steps 25 through 33 are only applicable to the Supply Chain Planning product.

Setup Checklist
Step
Required
Title
1
Required
Set Up System Administrator
2
Required
Set Up Key Flexfields
3
Required
Set Up Calendars, Currencies, and Set of Books
4
Required
Set Up Organizations
5
Optional
Set Up Supplier Planned Inventories
6
Optional
Define your Locations
7
Optional
Define your Employees
8
Required
Define your Planning Parameters
9
Optional
Define your Planning Exception Sets
10
Optional
Define your Demand Classes
11
Optional
Define your Planners
12
Optional
Define Source Lists
13
Required
Set Up Planner Workbench
14
Optional
Set Up Capacity
15
Required with Defaults
Set Profile Options
16
Optional
Define your Forecast Sets
17
Optional
Define Forecast Rules
18
Optional
Define your MDS Names
19
Optional
Load MDS
20
Optional
Define your MPS Names
21
Optional
Define MPS Options
22
Optional
Define your MRP Names
23
Optional
Define MRP Options
24
Optional
Set Up Workflow Options
25
Optional
Define Shipping Methods
26
Optional
Define In–transit Lead Times
27
Optional
Create your Assignment Sets
28
Optional
Define your Sourcing Rules or Bills of Distribution
29
Optional
Define your Inter-organization Shipping Network
30
Optional
Set Up Supply Chain ATP
31
Optional
Set Up Supply Chain CTP
32
Optional
Define your DRP Names
33
Optional
Define DRP Options
34
Required
Start the Planning Manager (Required)
35
Optional – Highly Recommended
Run the Information Audit

Setup Steps

Step 1 Set Up System Administrator (Required)
This step involves the following tasks:

·         Define responsibilities. See: Oracle Applications System Administrator’s Guide.
·         Set up printers (optional). See: Setting Up Your Printers, Oracle Applications System Administrator’s Guide.

Step 2 Set Up Key Flexfields (Required)
If you are, or will be, fully installing other applications, such as Oracle Human Resource Management or Oracle Inventory, be sure to coordinate with those products’ flexfield setup before defining the key flexfields here, as it is not recommended to change flexfields frequently. See: Oracle Applications Flexfields Guide.
For each key flexfield, you perform the following tasks, some of which are optional for some flexfields:

·         Define the flexfield structure
·         Define value sets
·         Define flexfield segments
·         Define flexfield segment values
·         Define security rules
·         Assign security rules
·         Define roll-up groups
·         Define cross-validation rules
Set up the following Accounting flexfield. You may not need to perform this step if you have already installed and set up Oracle General Ledger or performed a common–applications setup. See also: Oracle General Ledger User’s Guide.
Set up the following Human Resources key flexfields. You may not need to set up these key flexfields if you have already installed and set up Oracle Human Resource Management Systems or performed a common-applications setup. See also: Oracle Human Resources User’s Guide.
o    Grade flexfield
o    Job flexfield
o    Position flexfield
o    People Group flexfield
·         Set up the following Inventory key flexfields. You may not need to set up these key flexfields if you have already installed and set up Oracle Inventory or performed a common-applications setup. See also: Oracle Inventory User’s Guide.
o    Item Catalog flexfield
o    Item Category flexfield
o    System Items flexfield. After you set up the System Items flexfields and compile them, the item flexfield view concurrent program is submitted automatically.
o    Stock Locator flexfield
o    Sales orders flexfield

Note: Even if you do not use item catalogs, stock locators, or sales orders, you must still compile the respective flexfields because all Oracle Inventory transactions (such as the Define Items window), inquiries, and reports require a frozen flexfield definition. However, you do not need to configure the flexfield in a specific way.
Step 3 Set Up Calendars, Currencies, and Set of Books (Required)
If you have defined your calendars, currencies, and set of books while setting up a different Oracle Applications product, proceed to the next step. However, if you are performing a Multi-Org implementation of Oracle Master Scheduling/MRP and Oracle Supply Chain Planning, see the note below.
Context: If you are performing a Multi-Org implementation, you may optionally create more than one calendar, currency, or set of books. See: Multiple Organizations in Oracle Applications.
This step involves the following tasks:

·         Set up calendars:
·         Define period types. See: Defining Period Types, Oracle General Ledger User’s Guide.
·         Define accounting calendar. See: Defining Calendars, Oracle General Ledger User’s Guide.
·         Define transaction calendar. See: Defining Transaction Calendars, Oracle General Ledger User’s Guide. (Optional)
·         Define workday calendar. See: Overview of Workday Calendar, Oracle Bills of Material User’s Guide. (Optional)
·         Define exception templates. See: Creating a Workday Exception Template, Oracle Bills of Material User’s Guide. (Optional)
·         Define currencies. See: Defining Currencies, Oracle General Ledger User’s Guide.
·         Define conversion rate types. See: Defining Conversion Rate Types, Oracle General Ledger User’s Guide.
·         Assign your set of books to a responsibility. See: Oracle General Ledger User’s Guide.
·         Set up currency rates.
·         Set up accounting code combinations. See: Oracle General Ledger User’s Guide.
·         Open and close accounting periods. See: Opening and Closing Accounting Periods, Oracle General Ledger User’s Guide.

Step 4 Set Up Organizations (Required)
You may not need to perform this step if you have already installed and set up Oracle Inventory or performed a common-applications setup.
For the following tasks relating to setting up organizations, see: Oracle Human Resources User’s Guide.

·         Define organization QuickCodes
·         Define business groups, if you want to define new business groups rather than using the default Setup Business Group. See the section View-all Responsibility in: Setting Up Security for Applications Using Some HRMS Windows, Oracle Human Resources User’s Guide.
·         Define organizations
·         Define human resources organizations
·         Define legal entities organizations
·         Define Oracle users for operating-unit organizations
·         Assign operating units to legal entities
·         Set up inventory organizations. For the tasks relating to setting up inventory organizations, see: Oracle Inventory User’s Guide
·         Define organization hierarchies. See: Oracle Human Resources User’s Guide
·         Assign business groups and operating units to responsibilities. Make sure that the profile option HR: Business Group is set at the responsibility level to the business group you want to use for that responsibility. See: Oracle Human Resources User’s Guide

Step 5 Set up Supplier Planned Inventories (Optional)
For instructions on setting up for Supplier Planned Inventories, see the Prerequisites in: Supplier Planned Inventories.
Step 6 Define Locations (Required)
If you’re also setting up other Oracle applications, you may already have defined locations when you set up those applications.
In Oracle Purchasing, define locations for where you ship, deliver internally, or bill the goods and services you order. This is a necessary setup if you plan on importing purchase requisitions from the Planner Workbench into Oracle Purchasing. See: Setting Up Locations, Oracle Human Resources User’s Guide.
Step 7 Define your Employees (Optional)
If you do not install Oracle Human Resource Management Systems with Oracle Master Scheduling/MRP, you use the Enter Employee form to define and maintain employees in Oracle Master Scheduling/MRP. Otherwise, the forms in Oracle Human Resource Management Systems are used to enter and maintain employees.
Define every employee who:

·         Creates requisitions or purchase orders
·         Authorizes the purchase of goods and services
·         Receives goods or services

This is a necessary setup if you plan on importing purchase requisitions from the Planner Workbench into Oracle Purchasing.
Step 8 Define your Master Scheduling / MRP Planning Parameters (Required)
You need to define different modes of operation and default values that affect other functions in Oracle Master Scheduling/MRP. If you manufacture your assemblies repetitively, you can also set up your repetitive item defaults. See: Defining Planning Parameters.
Step 9 Create your Planning Exception Sets (Optional)
You can define and update planning exception sets that you can use to identify items and orders that require attention based upon a set of predefined action messages. This facilitates control over message sensitivity, message priority, and marking those messages where action has been taken. See: Creating Planning Exception Sets
Step 10 Create your Demand Classes (Optional)
You can define and update demand classes to group similar customers, demand channels or sales order types. You can use demand classes as a means of forecasting and master scheduling different sources of demand separately. See: Creating Demand Classes.
Step 11 Define your Planners (Optional)
For instructions on defining your planners. See: Defining Planners.
Step 12 Create Source Lists (Optional)
For instructions on creating source lists. See: Creating Source Lists.
Step 13 Set up Planner Workbench (Required)
For instructions on setting up Planner Workbench, see: Setting Up Planner Workbench.
Step 14 Set up Capacity (Optional)
For instructions on setting up Oracle Capacity. See: Set Up Steps, Oracle Capacity User’s Guide.
Step 15 Set Profile Options (Required with Defaults)
Profile options specify how controls access to and processes data. In general, profile options can be set at one or more levels. System administrators use the Profile Options form to set profile options at the site, application, responsibility, and user levels.
Oracle Master Scheduling/MRP and Oracle Supply Chain Planning users use the Profile Options form to set profile options only at the user level. You can update your personal profile options if you want to override the defaults provided by Oracle Master Scheduling/MRP and Oracle Supply Chain Planning. Personal profiles allow you to control data access and processing options at the user level.
For more information about the profile options available in Oracle Master Scheduling/MRP and Oracle Supply Chain Planning, see: Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Profile Options.
Step 16 Define your Forecast Sets (Optional)
You can define any number of forecast sets or names. This allows you to define any number of forecasts, including different types of forecasts, such as by customer or by item. For each forecast set, you can also specify the number of days that a sales order looks to consume the forecast and the minimum level of forecast information required to consume the forecast. See: Defining a Forecast Set
Step 17 Define your Forecast Rules (Optional)
You can define forecast rules to establish the forecast method, bucket type, and sources of demand that are considered when compiling statistical or focust forecasts. See: Defining a Forecast Rule, Oracle Inventory User’s Guide.
Step 18 Define your MDS Names (Optional)
Define any number of demand schedule names; this allows you to define multiple master demand schedules, each with a unique name. A master demand schedule is a statement of anticipated demand that you can use to create a master production schedule, or as direct input to a material requirements plan. For each master demand schedule name, you can also signify if sales order shipments relieve the schedule. See: Defining a Schedule Name.
Step 19 Load MDS (Optional)
For each type of master demand schedule load, you choose a number of load options. Not all options apply to all load types. See, Loading a Master Schedule from an Internal Source.
Step 20 Define your MPS Names (Optional)
Define any number of production schedule names; this allows you to define multiple master production schedules, each with a unique name. A master production schedule defines the anticipated build schedule for the product family members and other critical items. For each master production schedule name, you can also signify if the creation of jobs/repetitive schedules relieves the schedule. See: Defining a Schedule Name.
Step 21 Define MPS Options (Optional)
You can optionally include your MPS plan as available supply and get information on quantities that have been implemented as discrete jobs, purchase orders, or purchase requisitions. See: Defining a Schedule Name.
Step 22 Define your MRP Names (Optional)
Define any number of material requirements plan names. This allows you to generate multiple MRP plans, each with a unique name. A material requirements plan defines a set of recommendations to release or reschedule orders for material based on the net material demands. See: Defining MRP Names.
Step 23 Define MRP Options (Optional)
Material requirements planning (MRP) calculates net requirements from gross requirements by evaluating: the master schedule, bills of material, scheduled receipts, on–hand balances, and lead times. See: Overview of Material Requirements Planning.
Step 24 Set Up Workflow Options (Optional)
You can use Oracle Workflow technology to handle exception messages by routing them to personnel who have specific job responsibilities in planning. Workflow runs in the background; it automates the generation and distribution of these messages. See Oracle Workflow Guide.

Supply Chain Planning Setup Steps

Note: The Master Scheduling, MRP and Supply Chain Planning products use many of these steps in common, but steps 25 through 33 are only applicable to the Supply Chain Planning product.
Step 25 Define Shipping Methods (Optional)
The Shipping Method code defines specific shipping methods. For example: Ground, Express, or Air. See: Defining Shipping Methods, Oracle Inventory User’s Guide.
Step 26 Associate Shipping Methods with Lead Times (Optional)
You can associate shipping methods with lead times in the Inter-org Shipping Methods window. See: Defining Inter-Organization Shipping Network, Oracle Inventory User’s Guide.
Step 27 Create your Assignment Sets (Optional)
Once you have defined your sourcing rules and bills of distribution, you must assign them to particular items, categories and/or organizations. A set of such assignments is called an assignment set. (Later, when you specify plan options for a plan, you will choose which assignment set you want the plan to use.) See: Assigning Sourcing Rules and Bills of Distribution.
Step 28 Define your Sourcing Rules and Bills of Distribution (Optional)
Sourcing rules specify how to replenish items in an organization. A bill of distribution specifies a multilevel replenishment network of warehouses, distribution centers, manufacturing centers, and trading partners. See: Defining Sourcing Rules, Defining Bills of Distribution.
Step 29 Define your Inter-organization Shipping Network (Optional)
Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping organization and a destination organization. See Defining Inter-Organization Shipping Networks, Oracle Inventory User’s Guide and Defining Shipping Methods, Oracle Inventory User’s Guide.
Step 30 Set Up Supply Chain ATP (Optional)
Supply Chain Available to Promise enables you to view detailed availability information from Oracle Inventory or Oracle Order Entry in order to choose which supply source you want to use to meet the demand. See Defining Inter-Organization Shipping Networks, Oracle Inventory User’s Guide.
Step 31 Set Up Supply Chain CTP (Optional)
Capable to Promise extends Available to Promise by taking into account capacity information. See: Capable to Promise.
Step 32 Define your DRP Names (Optional)
Define any number of distribution requirements plan names. This allows you to generate multiple DRP plans, each with a unique name. A distribution requirements plan defines a set of recommendations to release or reschedule orders for material based on the net material demands. See: Defining DRP Names.
Step 33 DRP Options (Optional)
Select different options for your distribution requirements plan. The planning process uses the input from a supply schedule or a demand schedule to determine the quantities and timing of the items to be manufactured or purchased. See: Reviewing or Adding Supply Chain Plan Options.
Step 34 Start the Planning Manager (Required)
You need to activate the planning manager to execute several maintenance tasks such as forecast consumption and master schedule relief. See: Starting the Planning Manager.
Step 35 Run the Information Audit (Optional-highly recommended)
Audit the information you use to plan your master schedules and material requirements. Information audits are primarily used to validate the integrity of your database. For example, you can use the audit to verify the structure of your bills. Oracle Master Scheduling/MRP provides a set of predefined audits that can be executed to verify existing data. See: Audit Information Report.

Defining Planning Parameters

From the Planning Parameters window, you can enable planning functions. You can also define and update execution options and default values that affect other functions in Oracle Master Scheduling/MRP and Supply Chain Planning.
To define and update the enable dates and default parameters

1.      Navigate to the Planning Parameters window.
2.      Check Snapshot Lock Tables to lock tables during the snapshot process to ensure consistent inventory on-hand quantities and order quantities.
3.      Enter a Default ABC Assignment Group to use as the default for items. See: ABC Assignment Groups, Oracle Inventory User’s Guide.
4.      In the Execution Defaults section, check Demand Time Fence Control to consider any demand from forecasts within the demand time fence. The planning process does not consider any demand from forecasts within the demand time fence, but does consider demand from sales orders.
5.      Check Plan Safety Stock to calculate the safety stock for each item. Attention: You must enter safety stock information for your items before Oracle Master Scheduling/MRP calculates safety stock for the items. See: Defining Items, Oracle Inventory User’s Guide.
6.      Check Net Purchases to consider approved purchase orders, approved purchase requisitions, in-transit shipments, purchase orders in receiving, and internal requisitions when planning an item. If you do not check this, the planning process does not recommend the rescheduling of purchase orders, and may over plan the item because it creates additional planned orders.
7.      Check Planning Time Fence Control to indicate whether the planning process violates planning time fences for items. If you do not check this, the planning process plans the items as if no planning time fences exist.
o    For discrete items or flow schedules, the planning process does not create planned orders or recommend rescheduling in existing orders within the planning time fence of the item. The planning process can still recommend rescheduling orders out..
o    For repetitive items, the planning process can vary the suggested schedule from the optimal schedule, within the planning time fence, by the acceptable rate increase and/or decrease you specified for the item. Discretely planned items include flow schedules
8.      Check Net WIP to consider standard discrete jobs, nonstandard discrete jobs, or repetitive schedules when planning an item. If you do not check this, the planning process does not recommend rescheduling of work orders, and may over plan the item because it creates additional planned orders.
9.      Check Net Reservations to consider material reservations when planning an item. If you do not check this, the planning process does not consider material reservations for the item and may consider the on-hand quantity for the item available for any demand.
10.  Select a Material Scheduling Method:
o    Operation start date: Schedule material to arrive in inventory for availability on the start date of a specific operation in the manufacturing process.
o    Order start date: Schedule material to arrive in inventory for availability on the work in process order start date.
11.  Select the planned items or components to be included in the planning process. See: Specifying Items for the Planning Process. Supply Chain Planning users can set additional parameters in the Plan Options window. See: Specifying Items for the Supply Chain Planning Process.
o    All planned items
o    Demand schedule items
o    Supply schedule items
12.  Enter a number of days before the current date to include past due MDS demand in Include MDS Days. If you do not enter a value, the planning process considers all past due MDS demand. If you enter zero, the planning process ignores all past due MDS demand.
13.  Save your work.

To assign and update repetitive planning parameters and other repetitive planning defaults
Repetitive planning uses a series of repetitive planning periods (defined as repetitive planning horizon and repetitive planning buckets) to level the production rate over time. When planning the repetitive part, all the demand is grouped by the number of days you specify, and the supply is averaged out over the period.

1.      Navigate to the Planning Parameters window.
2.      Select the type of dates you want to use:
o    Work dates: Calculate the repetitive planning periods using workdays. This allows the periods to shift out due to holidays. If a start date falls on a holiday, the start date is changed to the next valid working day. Each repetitive planning period consists only of valid working days.
o    Calendar dates: Calculate the repetitive planning periods using calendar days. This allows you to fix the length of the periods regardless of the timing of holidays (non-workdays). A repetitive planning period can start on a holiday and include holidays.
3.      Enter an Anchor Date from which to calculate the repetitive planning periods. If, during the planning process, you change the repetitive planning anchor date, this date is updated to the start date of the first repetitive planning period.
4.      Enter the number of workdays for the first repetitive bucket in First Bucket Days. For example, you might enter 5 to signify that the first repetitive planning horizon is grouped into buckets of 5 days.
5.      Enter the number of workdays for the first repetitive horizon in First Horizon. For example, you might enter 30 to signify the first 30 days of production are grouped into the first repetitive bucket size you specify.
6.      Enter the number of workdays for the second repetitive bucket in Second Bucket Days. For example, you might enter 10 to signify that the second repetitive planning horizon is grouped into buckets of 10 days.
7.      Enter the number of workdays for the second repetitive horizon in Second Horizon. For example, you might enter 60 to signify the next 60 days of production are grouped into the second repetitive bucket size you specify.
8.      Enter the number of workdays for the third repetitive bucket in Third Bucket Days. For example, you might enter 40 to signify that the rest of the repetitive planning horizon production is grouped into buckets of 40 days.
9.      Save your work.
See also:
o    Overview of Time Fence Planning
o    Overview of Material Requirements Planning

Starting the Planning Manager

The Planning Manager controls a continuous background process that periodically activates for all organizations. It differs from a normal process in that you need to start it only once. This process is activated based on the processing interval you define.
Once activated, the Planning Manager executes several maintenance tasks. For example, the Planning Manager performs forecast consumption, MDS shipment relief, MPS schedule relief, and forecast and master schedule imports.
Note: You should activate the Planning Manager and leave it running. The Planning Manager performs maintenance tasks vital to the proper operation of Oracle Master Scheduling/MRP and Supply Chain Planning.
Note: When it operates, the Planning Manager may run for a very short time only, making it difficult to determine whether it is running. To be sure, examine the log file for the concurrent request of the Planning Manager to verify that it is active.
To start the Planning Manager and to define the processing interval

1.      Navigate to the Planning Manager window.
2.      Enter the Processing Interval for the Planning Manager.
Once you start the Planning Manager, maintenance tasks are executed based on this interval.
3.      Choose Start to start the Planning Manager for all organizations by issuing a request to the concurrent manager. The Planning Manager executes tasks periodically, based on the Processing Interval you entered.
4.      Review the date and time you sent the request to the concurrent manager to start the Planning Manager. If an error occurs during the Planning Manager maintenance tasks, the date and time of the error is displayed.
5.      Review the Planning Manager Message associated with the date:
o    Started: The Planning Manager is started. The processing interval and request identifier sent to the concurrent manager to start the Planning Manager are displayed.
o    Error: An error occurred during one of the Planning Manager maintenance tasks. Use the error message information, along with your system administrator or Oracle Customer Support, to help diagnose the error. After you have diagnosed and corrected the error, you must restart the Planning Manager.
o    Launched: The Planning Manager launched the daily cleanup worker.

Defining Planners

You can define and update material planners or planning entities for the current organization and assign them to inventory items at the organization level. See: Updating Organization Items, Oracle Inventory User’s Guide and General Planning Attribute Group, Oracle Inventory User’s Guide.
To define and update material planners or planning entities

1.      Navigate to the Planners window.
2.      Enter a unique planner name. A planner can be a person or an entity, such as a department or a division.
3.      Enter the electronic mail address of the planner.
4.      Optionally, enter a date on which the planner becomes inactive. From this date on, you cannot assign this planner to an inventory item.
5.      Save your work.
See also Overview of Inventory Structure, Oracle Inventory User’s Guide

Creating Planning Exception Sets

You can define and update planning exception sets to identify items, orders, and resources that require attention based upon a set of predefined action messages. This facilitates control over message sensitivity, message priority, and marking those messages where action has been taken. After you have defined a planning exception set, you can assign it to the appropriate items when you set the Exception Set attribute for the MPS/MRP Planning group in Oracle Inventory. (If you’re creating an exception set that includes exceptions involving resources, you also need to associate the exception set to resources in Bills of Material.) You will see exceptions based on your exception set associated with your items, and resources.
To enter and update planning exception sets

1.      Navigate to the Planning Exception Sets window. You will use this window to set the conditions under which you want to see an exception message.
2.      Select a planning exception set name to identify items, orders, and resources that require attention based upon a set of predefined action messages.
3.      Save your work.

To enter sensitivity controls for the planning exception set

1.      Navigate to the Planning Exception Sets window.
2.      Enter an excess quantity to use with excess exceptions.
3.      Enter a repetitive variance percentage to use with repetitive variance exceptions.
4.      Enter a resource over-utilization percentage to use with capacity exceptions.
5.      Enter a user-defined time fence (in days) to use when you specify User-defined time fence in the Exception Time Periods portion of the Planning Exception Sets window.
6.      Save your work.

To enter exception time period types for monitoring exceptions

1.      Navigate to the Planning Exception Sets window.
2.      Enter exception time period types for monitoring different types of exceptions within a time period.
An exception will occur only if the type of exception occurs during the specified time period. The different types of exceptions for which you must specify a time period type are:
Shortage Exceptions: occur when the projected on-hand quantity of the item is negative or below safety stock.
Excess Exceptions: occur when the projected on-hand quantity of the item exceeds zero or safety stock by more than the value you entered in Excess Quantity.
Resource Shortage Exceptions: occur when capacity is overloaded by a percentage greater than the value entered in the Resource Overloaded field in the Sensitivity Controls portion of the Planning Exception Sets window. For example, an exception will occur if you entered 10% in Resource Over-utilized and capacity is overloaded by 15%.
Resource Excess Exceptions: occur when the capacity is underloaded by a percentage greater than the value entered in the Resource Underloaded field in the Sensitivity Controls portion of the Planning Exception Sets window.
Overpromised Exceptions: occur when available to promise quantity for the item is negative or below safety stock.
Repetitive Variance Exceptions: occur when the suggested aggregate repetitive schedule differs from the current aggregate repetitive schedule by more than the value entered in Repetitive Variance.
Note: Some exceptions only occur if you also enable pegging at the item level (using the Pegging attribute in the MPS/MRP Planning Group) and the plan level (using the Plan Options form). These exceptions are: Late order due to resource shortage Late supply pegged to forecast Late supply pegged to sales order
The different exception time periods are:
Cumulative manufacturing lead time: the processing lead time on a Make end assembly plus the processing lead time on a Make subassembly
Cumulative total lead time: the cumulative manufacturing lead time plus the preprocessing, processing, and postprocessing lead time on a Buy component
Planning time fence: the period starting from today’s date and continuing for the number of days specified in the Planning Time Fence item attribute
Total lead time: the preprocessing lead time plus the processing lead time on a Make end assembly
User-defined time fence: the number of days you specify in the User-defined Time Fence field in the Sensitivity Controls portion of the window
3.      Save your work.
See also Planning Exception Sets, Reviewing Planning Exceptions, Item Defining Attributes, Oracle Inventory User’s Guide

Creating Demand Classes

You can group similar customers or sales orders by creating demand classes. Demand classes are a means of grouping different sources of demand separately for consumption purposes.
When you create a forecast and/or a master schedule, you have the option of associating a demand class with it. When you book a sales order that has an associated demand class, the forecast consumption process searches the forecasts for entries that have the corresponding demand class. The consumption process attempts to consume these entries first.
The shipment of a sales order or the creation of discrete jobs within a particular demand class causes relief to occur in any master demand schedule and master production schedule that is associated with that demand class.
To create and update demand classes

1.      Navigate to the Demand Class Lookups window.
2.      Verify that the type of lookup you are creating is for a demand class.
3.      Review the Access Level to determine whether you can add new lookups or modify existing lookups of this type:
o    User: No restrictions on adding or modifying codes are enforced.
o    Extensible: New codes may be added, but you can only modify or disable seeded codes if the application of your responsibility is the same as the application of this lookup.
o    System: Only code meanings and descriptions may be modified.
4.      Enter a unique alphanumeric code that describes a demand class. You can define a maximum of 250 lookups for a single lookup type.
Note: You cannot change the values in this field after committing them. To remove an obsolete lookup you can either disable the code, enter an end date, or change the meaning and description to match a replacement code.
5.      Enter an abbreviated meaning of the demand class.
6.      Enter an extended description of the demand class. You can display the description along with the meaning to give more information about your lookup.
7.      Enter an effective date (in the From field) on which the demand class becomes active.
Note: You cannot use the demand class before this date. If you do not enter an effective date, your demand class is valid immediately.
8.      Enter a disable date (in the To field) on which this demand class expires.
Note: You cannot use the demand class after this date. Once a demand class expires, you cannot insert additional records using the demand class, but can query records that already use the demand class. If you do not enter a disable date, your demand class is valid indefinitely.
9.      Check Enabled to indicate whether the demand class is enabled. If you do not check this, you cannot insert additional records using your demand class, but can query records that already use this demand class.
10.  Save your work.
See also Overview of Demand Classes

Creating Source Lists

To create source list

1.      Navigate to the Source List window.
2.      Enter the source list name and description.
3.      See the following table for type, source type, and button values for a source list:
4.      Select the source organization
Field values and button name for each source list window.
Window Name
Type Field Values
Source Type Field Values
Button Name
Forecast Source List
Copy/Merge Forecast Load/Copy/Merge
Forecast Entries
Copy/Merge Forecast
MDS Source List
Load/Copy/Merge MDS
Forecast Entries MDS Entries MPS Entries MPS Planned Order Demand MRP Planned Order Demand DRP Planned Order Demand
Load/Copy/Merge MDS
MPS Source List
Load MPS Copy/Merge MPS
Forecast Entries MDS Entries MPS Entries MPS Planned Order Demand MRP Planned Order Demand DRP Planned Order Demand
Load/Copy/Merge MPS
5.      Select the source forecast, forecast set, master demand schedule, or master production schedule name(s) to create your list.
6.      Choose the Copy/Merge or Load/Copy/Merge button to open the Copy/Merge or Load/Copy/Merge windows.
7.      Save your work.
See Also
o    Copying/Merging Forecasts
o    How Copy/Merge Finds Forecast Entries to Load
o    Copy/Merge for Planning Bills and Model Forecasts
o    Loading a Master Schedule from an Internal Source
o    Additional Factors Affecting a Master Schedule Load

Setting Up Planner Workbench

Before you can implement planning recommendations, you must generate at least one MRP, DRP or MPS plan, load purchase orders and new purchase requisitions, and assign purchasing categories and list prices.
Prerequisites for setting up Planner Workbench
To load purchase orders:
Define yourself as an employee and associate your user name to your employee entry. See: Entering New People, Oracle Human Resources.
To load new purchase requisitions
Define at least one deliver-to location and assign this location to your organization. See: Site Locations, Oracle Human Resources User’s Guide and Representing Organizations, Oracle Human Resources User’s Guide.
To assign purchasing categories and list prices:
Assign purchasing item attributes for purchasing categories and list prices to purchased inventory items in Oracle Inventory. See: Defining Items, Oracle Inventory User’s Guide and Defining Categories, Oracle Inventory User’s Guide.
To implement planned orders as purchase requisitions:
Set requisition numbers to be generated automatically in Oracle Purchasing. See: Overview of Purchasing Options, Oracle Purchasing User’s Guide.
Defining Your Display Preferences
Display preferences control what horizontal material planning data, horizontal capacity planning data, and supply/demand detail are displayed for each item.
To define your display preferences

1.      Navigate to the Preferences window from the Tools menu.
2.      Choose the Horizontal Material Plan tabbed region.
3.      Enter Display Bucket Type, Display Factor, Decimal Places, Field Width, Independent Demand Type, and, optionally, Source List to define the way data is displayed in the Horizontal Material Plan window.
4.      Check each type of plan information you want displayed in your horizontal plan.
Note: See the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Glossary for descriptions of plan information settings.
5.      Choose the Horizontal Capacity Planning tabbed region.
6.      Check each type of plan information you want displayed in your horizontal capacity plan.
Note: See the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Glossary for descriptions of plan information settings.
7.      Choose the Supply/Demand tabbed region.
8.      In the Supply/Demand tabbed region, enter a Cutoff Date, and Default Job Status. When the Planner Workbench creates discrete jobs from implemented planned orders, it assigns the job status you enter in the Preferences window.
9.      Select a Default Job Class. When the Planner Workbench creates discrete jobs from implemented planned orders, it assigns the job class you enter in the Preferences window.
Note: Default Job Status and Job Class are used as defaults in the auto-release of planned orders process. See: Auto-release Planned Orders.
10.  Select a Requisition Load By default. When the Planner Workbench creates purchase requisitions from implemented planned orders, it assigns the requisition load group you enter in the Preferences window.
Note: See the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning Glossary for descriptions of supply/demand settings.
11.  Choose Save to use and save your preference selections for current and subsequent sessions.
12.  Choose Apply to use your preference selections for the current session only.
13.  Choose Reset to use your previously saved selections.
See Also
o    Users Window, Oracle Applications User’s Guide
o    How Purchase Requisitions are Created
o    Reviewing the Horizontal Plan
o    Displaying the Enterprise View
o    Reviewing Supply and Demand
o    Overview of Job and Repetitive Schedule Statuses, Oracle Work in Process User’s Guide
o    Tools menu

Setting Up Line Scheduling Workbench

Before you can use the Line Scheduling Workbench functionality, you must set up your information in several places:
Set inventory items for Flow Manufacturing
Define items, including both products and parts. Optionally, assign members to a product family. See: Overview of Inventory Setup, Oracle Inventory User’s Guide
Define a Default Discrete Class
Define Default Discrete Class in the Work in Process parameters, or WIP Accounting Class if you have an Oracle Project Manufacturing environment. See: WIP Parameters, Oracle Work in Processing User’s Guide
See: Assigning Project Parameters, Oracle Project Manufacturing User’s Guide
Define Production Lines and Line Rate
Define production lines and associated line rates for items and product families. See: Setting Up Production Lines, Oracle Work in Processing User’s Guide
Define Resources
Define resources for a flow manufacturing line. See: Overview of Flow Manufacturing Procedures, Oracle Bills of Material User’s Guide
Define Flow Routings
Items need to be associated to lines through routings. See: Creating a Flow Routing, Oracle Bills of Material User’s Guide
Run an MRP, DRP, or MPS plan if you are scheduling planned orders
This process is necessary to keep the planned order quantity in synch with the flow schedules to prevent overstatement of demand.

Changing Your Organization

To change your organization

1.      Navigate to the Change Organization window. The Organizations Find window displays with a listing of all valid organizations.
2.      Select an organization in the Organizations window.
3.      Choose OK.

Profile Options

This section describes the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning profile options. In addition to descriptions, you can see the default value and updatable level.
Implementing Profile Options Summary
The table below indicates whether you (the User) can view or update the profile option and at which System Administrator levels the profile options can be updated: at the user, responsibility, application, or site levels.
A Required profile option requires you to provide a value. An Optional profile option already provides a default value, so you only need to change it if you don’t want to accept the default.

Profile Option
User
System Administrator – User
System Administrator – Responsibility
System Administrator – Application
System Administrator – Site
Required?
Default Value
MRP:ATP Assignment Set
–
–
–
–
+
Required
No Default
MRP: Calculate Excess Exceptions on Time Fence
–
–
–
–
+
Optional
No
MRP: Calculate Suggested Repetitive Schedules
0
0
0
0
+
Optional
No Default
MRP: Compute Sales Order Changes
–
–
–
–
+
Optional
Yes
MRP: Consume Forecast Set Summary
+
–
–
–
+
Optional
No Default
MRP: Consume Forecast
0
–
–
–
+
Optional
Yes
MRP: Consume MDS
0
–
–
–
+
Optional
Yes
MRP: Consume MPS
0
–
–
–
+
Optional
Yes
MRP: Cutoff Date Offset Months
+
–
–
–
+
Optional
12
MRP: Debug Mode
+
+
+
+
+
Optional
No
MRP: Default DRP Plan Name
+
+
+
+
+
Optional
No Default
MRP: Default Forecast Date
0
+
+
+
+
Optional
Yes
Key
+
–
0
You can update the profile option.
You can view the profile option but cannot change it.
You cannot view or change the profile option value.
Profile Option
User
System Administrator – User
System Administrator – Responsibility
System Administrator – Application
System Administrator – Site
Required?
Default Value
MRP: Default Forecast Name
+
+
0
0
0
Optional
No Default
MRP: Default Plan Name
+
+
0
0
0
Optional
No Default
MRP: Default Schedule Name
+
+
0
0
0
Optional
No Default
MRP: Default Sourcing Assignment Set
+
–
–
–
+
Optional
No Default
MRP: Demand Time Fence Days
–
–
–
–
+
Optional
No Default
MRP: Environment Variable to Set Path for MRP Files
–
–
–
–
+
Optional
No Default
MRP: Firm Planned Order Time Fence
–
–
–
–
+
Optional
Yes
MRP: Firm Requisitions within Time Fence
–
–
–
–
+
Optional
No Default
MRP: Include Scheduled Receipts in Use-up Calculation
–
0
0
0
+
Optional
No
MRP: Interface Table History Days
–
–
–
–
+
Optional
No Default
MRP: Maintain Original Schedule Version
–
–
 
 
+
Optional
No
MRP: MPS Relief Batch Size
0
0
0
0
0
Optional
No Default
MRP: MPS Relief Direction
–
–
+
+
+
Optional
Backward, then forward
MRP: Perform Planning Manager Functions in Loads
+
+
+
+
+
Optional
Yes
MRP: Plan Revenue Discount Percent
+
0
0
0
+
Optional
0
MRP: Plan Revenue Price List
+
0
0
0
+
Required
No Default
MRP: Planning Manager Batch Size
–
–
0
–
+
Optional
No Default
MRP: Planning Manager Max Workers
–
–
0
–
+
Optional
10
MRP: Purchasing by Revision
–
–
–
–
+
Optional
No Default
Key
+
–
0
You can update the profile option.
You can view the profile option but cannot change it.
You cannot view or change the profile option value.
Profile Option
User
System Administrator – User
System Administrator – Responsibility
System Administrator – Application
System Administrator – Site
Required?
Default Value
MRP: Purge Batch Size
–
–
–
–
+
Optional
25000
MRP: Requisition Load Group Option
+
+
+
–
+
Optional
Suppliers
MRP: Retain Dates within Calendar Boundary
–
0
0
0
+
Optional
Yes
MRP: Snapshot Pause for Lock (Minutes)
–
–
–
–
+
Optional
5
MRP: Snapshot Workers
–
–
–
–
+
Optional
5
MRP: Sourcing Rule Category Set
+
–
–
–
+
Optional
No Default
MRP: Time Fence Warning
+
+
+
+
+
Optional
Yes
MRP: Trace Mode
+
+
+
+
+
Optional
No
MRP: Use Direct Load Option
–
–
–
–
+
Optional
No
MRP: Use Ship Arrived Flag
0
0
0
0
+
Optional
No
Key
+
–
0
You can update the profile option.
You can view the profile option but cannot change it.
You cannot view or change the profile option value.

MRP:ATP Assignment Set
Indicates the name of the assignment set to use for Supply Chain ATP.
MRP:Calculate Excess Exceptions on Time Fence
Indicates whether to calculate excess exceptions at the time fence, instead of up to the time fence.
This profile has a predefined value of No upon installation.
MRP:Calculate Suggested Repetitive Schedules
Indicates whether to calculate and use suggested repetitive schedules to perform forecast consumption. Available values are listed below:
Yes – Calculate and use suggested repetitive schedule information.
No – Do not calculate and use suggested repetitive schedule information.
MRP:Compute Sales Order Changes
Indicates whether to calculate and use sales order demand to perform forecast consumption and track sales order information. Available values are listed below:
Yes – Calculate and use sales order information.
No – Do not calculate and use sales order information.
Oracle Master Scheduling/MRP predefines a value of Yes for this profile for the site upon installation. You may set this value to No if you wish to disable forecast consumption and sales order tracking in Oracle Master Scheduling/MRP permanently.
This profile has a predefined value of Yes for this profile for the site upon installation.
MRP:Consume Forecast Set Summary
Indicates whether to enable or temporarily disable forecast set consumption. Forecast set consumption is the process that replaces forecasted set demand with actual demand and is handled by the Planning Manager process. Available values are listed below:
Yes – Enable forecast set consumption. Update the forecast set when you place sales order demand.
No – Disable forecast set consumption. Do not update the forecast set when you place sales order demand.
MRP:Consume Forecast
Indicates whether to enable or temporarily disable forecast consumption. Forecast consumption is the process that replaces forecasted demand with actual demand and is handled by the Planning Manager process. Available values are listed below:
Yes – Enable forecast consumption. Update the forecast set when you place sales order demand.
No – Disable forecast consumption. Do not update the forecast set when you place sales order demand.
The planning manager verifies the setting of this option before performing forecast consumption. If it is set to No, the planning manager does not update forecast entries. The planning manager processes any sales order demand occurring while this profile is set to No when you set the profile option back to Yes.
This profile has a predefined value of Yes upon installation.
MRP:Consume MDS
Indicates whether to enable or temporarily disable shipment relief of a master demand schedule. Available values are listed below:
Yes – Enable shipment relief.
No – Disable shipment relief.
The planning manager verifies the setting of this option before performing shipment relief. If it is set to No, the planning manager does not update MDS entries. The planning manager processes any sales order shipments occurring while this profile is set to No when you set the profile option back to Yes.
This profile has a predefined value of Yes upon installation.
MRP:Consume MPS
Indicates whether to enable or temporarily disable production relief of a master production schedule. Available values are listed below:
Yes – Enable production relief.
No – Disable production relief.
The planning manager verifies the setting of this option before performing production relief. If it is set to No, the planning manager does not update MPS entries. The planning manager processes any purchase requisitions and discrete jobs occurring while this profile is set to No when you set the profile option back to Yes.
This profile has a predefined value of Yes upon installation.
MRP:Cutoff Date Offset Months
Specifies the number of months from today to default the cutoff date for all forecasting, scheduling and planning forms. Oracle Master Scheduling/MRP loads the forecast, master scheduling, and material requirement entries from the current date up to and including this date.
MRP:Debug Mode
Indicates whether to enable debug messages within Oracle Master Scheduling/MRP. Available values are listed below:
Yes – Enable debug messages.
No – Do not enable debug messages.
This profile has a predefined value of No upon installation.
MRP:Default DRP Plan Name
Specifies the DRP plan name that defaults when navigating to the Plan Options window, Plan Status window, or the Planner Workbench.
MRP:Default Forecast Date
Indicates whether to default the forecast date to the next valid day/week/period in the Enter Forecast Entries window. Available values are listed below:
Yes – Default the forecast date to the next valid day/week/period in the Enter Forecast Entries form.
No – Do not default the forecast date to the next valid day/week/period in the Enter Forecast Entries form.
This profile has a predefined value of Yes upon installation.
MRP:Default Forecast Name
Specifies the forecast name that defaults when navigating to any of the forecasting forms.
MRP:Default Plan Name
Specifies the MRP or MPS plan name that defaults when navigating to any of the planning forms.
MRP:Default Schedule Name
Specifies the schedule name that defaults when navigating to any of the scheduling forms.
MRP:Default Sourcing Assignment Set
Determines the sourcing assignment set that Oracle Purchasing uses to assign sources to requisitions.
MRP:Demand Time Fence Days
Indicates the number of time fence days for forecast set consumption and MDS (sales order) load.
MRP:Environment Variable to Set Path for MRP Files
Specifies the appropriate path for the MRP files. If this profile is not used, the files are written to $MRP_TOP/$APPLOUT.
This profile contains no pathname following the installation.
MRP:Firm Planned Order Time Fence
Indicates whether to form natural time fences for your MRP firm planned orders when launching the planning process. A MRP firm planned order is an order that is frozen in quantity and time (unavailable for rescheduling). Available values are listed below:
Yes – Form natural time fences for your MRP firm planned orders when launching the planning process.
No – Do not form natural time fences for your MRP firm planned orders when launching the planning process.
This profile has a predefined value of Yes upon installation.
MRP:Firm Requisitions within Time Fence
Indicates whether to form natural time fences for your firm requisitions when launching the planning process. Available values are listed below:
Yes – Form natural time fences for your MRP firm requisitions when launching the planning process.
No – Do not form natural time fences for your MRP firm requisitions when launching the planning process.
MRP:Include Scheduled Receipts in Use-up Calculation
Enables the Memory-based Planning Engine to include scheduled receipts in calculating use-up date. The scheduled receipts included will be Discrete Jobs, Approved Purchase Orders, Receipts, and Shipments. Purchase Requisitions and Non-Standard Jobs will be excluded.
This profile has a predefined value of No upon installation.
MRP:Interface Table History Days
Indicates the number of days that Oracle Master Scheduling/MRP saves rows in the forecast, schedule, and workbench temporary interface tables after they have been processed.
This profile has a predefined value of 5 upon installation.
MRP:Maintain Original Schedule Version
Indicates whether to maintain the original master schedule version. The original schedule version is the earliest copy of schedule dates and quantities, and often may not serve a useful purpose. This gives you the ability to disable the original schedule version if you do not intend to use it as part of your business procedures and do not want to contend with the additional overhead required by Oracle Master Scheduling/MRP to maintain it.
If you change this profile option, you must start the concurrent manager and the planning manager so that the new setting of the profile option is detected.
Available values are listed below:
Yes – Maintain the original master schedule version.
No – Do not maintain the original master schedule version.
Oracle Master Scheduling/MRP predefines a value of No for this profile for the site upon installation.
This profile has a predefined value of No upon installation.
MRP:MPS Relief Batch Size
Indicates the batch size for production relief when relieving master production schedule entries.
MRP:MPS Relief Direction
Indicates the direction in which the production relief takes place when relieving master production schedule entries. Available values are listed below:
Backward, then Forward – Oracle Master Scheduling relieves master production schedule entries backwards from the discrete job due date, then forwards until it finds enough schedule quantity to relieve.
Forward only – Oracle Master Scheduling relieves master production schedule entries only forward from the discrete job due date until it finds enough schedule quantity to relieve.
Attention: When you change any of these profile options you must restart the planning manager to activate the new profil option.
This profile has a predefined value of Backward, then forward upon installation.
Note: The name of this profile option in Release 10 is MRP:Relief Directional Control.
MRP:Perform Planning Manager Functions in Loads
Ensures that the forecast and master schedule load programs perform all planning manager functions: compute sales order changes, forecast consumption, and MDS relief.
This profile has a predefined value of Yes upon installation.
MRP:Plan Revenue Discount Percent
Specifies the average discount percent that is applied to all items in a plan. This value is a key performance indicator used to calculate performance in a plan for Business Intelligence reports.
This profile can be a value between 0 and 100, decimal values are permitted.
MRP:Plan Revenue Price List
Specifies the sales order price list that is applied to items in a plan. This value is used to calculate the plan margin key performance indicators for Business Intelligence reports.
MRP:Planning Manager Batch Size
Indicates the batch size for the number of rows in a set that the planning manager processes. You use this profile option during a forecast and master schedule load to determine the number of rows to process in batch. Oracle Master Scheduling/MRP also uses this profile option during forecast consumption and master schedule relief to determine the number of items to process.
A larger batch size is more efficient, because a process needs to make fewer database hits. For example, if there are 1000 rows or items to process, and you have set the profile to 100, the process needs to access the database 10 times to retrieve information on all 1000 rows or items. Setting the profile to 200 means that the process needs to access the database only 5 times.
A smaller batch size means that the work may be divided across more workers. Using the example above, a value of 100 means that the Planning Manager could divide the work across 10 processes, while a value of 200 means that only 5 processes could operate simultaneously.
MRP:Planning Manager Max Workers
Indicates the maximum number of workers to be launched by the planning manager. If there are many rows processing, the planning manager continues to spawn more workers, until all rows have been processed, or the number of Planning Manager Workers running or pending matches or exceeds the value of MRP:Planning Manager Workers.
A larger value for this profile means that the Planning Manager can use more workers to process tasks. However, a larger value could also mean that the concurrent manager queue becomes filled with workers, and other processes do not run.
In general, do not define a value that exceeds the maximum number of concurrent programs that can run simultaneously.
This profile has a predefined value of 10 upon installation.
MRP:Purchasing by Revision
Indicates whether to pass on item revision to the purchase requisition.
MRP:Purge Batch Size
Indicates the batch size for the number of rows that the planning purge process deletes between commits. The larger the number, the faster the purge processes performs. The lower the number, the smaller the rollback segments required.
This profile has a predefined value of 25000 upon installation.
MRP:Requisition Load Group Option
Indicates the group by option used when loading requisitions using the Planner Workbench form. Available values are listed below:
All on one – Create one purchase requisition for all recommended orders.
Buyer – Create one purchase requisition for buyer. Within each requisition, create one line for each planned order for the buyer.
Category – Create one purchase requisition for each category of items. Within each requisition, create one line for each planned order for the category.
Inventory item – Create one purchase requisition for each inventory item. Within each requisition, create one line for each planned order for the item.
One each – Create one purchase requisition for recommended order.
Planner – Create one purchase requisition for each planner. Within each requisition, create one line for each planned order for the planner.
Supplier – Create one purchase requisition for each supplier. Within each requisition, create one line for each planned order for the supplier.
MRP:Retain Dates within Calendar Boundary
Ensures that dates stay within the calendar boundary.
This profile has a predefined value of Yes upon installation.
MRP:Snapshot Pause for Lock (Minutes)
Indicates the number of minutes to pause execution of the Snapshot process while waiting to acquire locks on tables.
This profile has a predefined value of 5 upon installation.
MRP:Snapshot Workers
Indicates the number of workers that are launched during the execution of the Snapshot process. A larger value means that more tasks are performed in parallel. Too many workers, however, can result in system degradation and diminishing performance benefits.
In general, do not define a value for this profile that exceeds the maximum number of concurrent programs that can run simultaneously.
This profile has a predefined value of 5 upon installation.
MRP:Sourcing Rule Category Set
Indicates the category set used when Oracle Supply Chain Planning or Oracle Purchasing creates sourcing assignments at category-org or category level.
MRP:Time Fence Warning
Indicates whether to receive a warning if you modify a master production schedule within the planning time fence or master demand schedule within the demand time fence. Available values are listed below:
Yes – Receive a warning modify a master production schedule within the planning time fence or master demand schedule within the demand time fence.
No – Do not receive a warning if you modify a master schedule within the planning or demand time fence.
This profile has a predefined value of Yes upon installation.
MRP:Trace Mode
Indicates whether to enable the trace option within Oracle Master Scheduling/MRP and Supply Chain Planning. Available values are listed below:
Yes – Enable the trace option within Oracle Master Scheduling/MRP and Supply Chain Planning.
No – Do not enable the trace option within Oracle Master Scheduling/MRP and Supply Chain Planning.
This profile has a predefined value of No upon installation.
MRP:Use Direct Load Option
Enables the Loader Worker to use the direct load option instead of conventional loads.
This profile has a predefined value of No upon installation. You can update this profile at all levels.
MRP:Use Ship Arrived Flag
Indicates how to treat sales orders shipped to customers. You can automatically treat sales orders as “arrived” at a customer site after the intransit lead time has expired, or you can manually update the ARRIVED_FLAG in SO_PICKING_HEADERS.
This profile is used by the Memory-based Planning Engine when a customer is modelled as an organization.
This profile has a predefined value of No upon installation. Available values are listed below:
Yes – Use arrived flag in SO_PICKING_HEADERS.
No – Use intransit time between source and the destination organizations.
See Also

·         Overview of User Profiles, Oracle Applications User’s Guide,
·         Setting Your Personal User Profile, Oracle Applications User’s Guide,
·         Common User Profile Options, Oracle Applications User’s Guide,
·         Profile Options in Oracle Application Object Library, Oracle Applications User’s Guide
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