Document prepared by
Rick Hall Accellent OCC
Senior Planning Trainer
Table of Contents
Supply Chain Planning Overview Topics
Supply and Demand ................................................................................................. 3
Oracle Module Intergration ....................................................................................... 5
Forecasts .................................................................................................................. 7
Lead Times ............................................................................................................... 12
Safety Stock.............................................................................................................. 13
Master Demand Schedule ........................................................................................ 14
Time Fences ............................................................................................................. 15
Bill of Materials.......................................................................................................... 17
Resources................................................................................................................. 18
Departments ............................................................................................................. 19
Routings.................................................................................................................... 20
Operations ................................................................................................................ 21
Operation Resources ................................................................................................ 22
Planners Workbench................................................................................................. 23
Forecasting Topics
Overview................................................................................................................... 3
Creating Sales Forecasts in Oracle .......................................................................... 5
Creating Sale Forecast Reports................................................................................ 11
Modify a Sales Forecast ........................................................................................... 17
Delete a Sales Forecast............................................................................................ 18
Create an MDS Source List ...................................................................................... 22
Load MDS with Sales Forecast................................................................................. 24
Intercompany Forecast ............................................................................................. 27
Naming Conventions................................................................................................. 28
Intercompany Supply Forecast ................................................................................. 31
Upload/Download Forecasts..................................................................................... 39
Forecast Formatting Tool.......................................................................................... 46
Review Forecast Consumption ................................................................................. 54
Forecast Consumption Settings ................................................................................ 58
Capacity Topics
Run CRP Routing Based Report.................................................................................. 3
Capacity Availability Changes...................................................................................... 8
View possible Availability changes............................................................................... 13
Download MRP Data ................................................................................................... 19
CRP Routing Based Report download process ........................................................... 26
Prerequisites:
None
Overview
Material Requirements Planning (MRP) is designed to assist manufacturers in inventory
and production management. Using MRP helps ensure that materials will be available in
sufficient quantity and at the proper time for production to occur, without incurring excess
costs by having the materials on hand too early. MRP assists in generating and (as
needed) revising production plans to meet expected demands and replenishment plans
to assure the timely availability of raw materials and all levels of product components.
Oracle Inventory
Oracle Engineering
Oracle Purchasing
Forecasts represent demands that you think that you will have.
The material planning process uses the following information from Oracle
Engineering and Oracle Bill of Materials:
10
Forecasts
Section Objectives
At the end of this section, you should be able to:
Forecasts
You use forecasts to state expected shipments of goods due to customer orders
that you expect to receive. Use sales orders to state expected shipments of
goods due to customer orders that you have received. Make-to-stock, configureto-order, and make- to-order businesses often use forecasts in their planning
process.
Forecasts contain:
Item numbers
Dates
Original quantities
Current quantities
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Forecast Levels
You use forecast levels to specify the level of detail of the forecast entries.
Choose one of the following levels of detail and assign it to each forecast set:
12
Forecast Sets
Use forecast sets to group multiple forecasts that logically represent a whole. In
the above example, the eastern, central, and western regional forecasts logically
represent the national forecast set. Note that each of these forecasts may have
multiple item numbers and that each of these item numbers may have multiple
entries.
Do not use forecast sets to group alternative methods of forecasting the same
entity. For example, you forecast shipments for the eastern region this year using
one method and your colleague forecasts shipments for the eastern region this
year using another method. Put each of these forecasts in a different forecast
set.
If you have one forecast, you still must assign it to a forecast set.
If you view the western regional forecast, you will see all of the forecast entries in
the western regional forecast. However, if you view the national forecast set, you
will see all of the forecast entries in the eastern, central, and western regional
forecasts. The entries are interspersed by date and identified by source forecast.
You may view forecast entries in detail or bucketed by day, week, or month.
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Consuming Forecasts
Current quantities are quantities of expected shipments of goods due to
customer orders that you expect to receive less (net of) expected shipments of
goods due to customer orders that you have received. The process to calculate
current quantities from original quantities is forecast consumption.
You use forecast consumption to instruct Oracle material planning to reduce the
current quantity of a forecast entry when you create a sales order to ship on the
same day.
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Forecasts
15
Lead Times
Inventory Dates
The planning process plans that you should receive material to inventory by the
day that you need to issue it. For example, if you need to begin producing the
100 of item A on Wednesday, you will need the 200 of item B into inventory by
Wednesday to issue it on that day. Therefore, the item B due date is Wednesday.
Note that Oracle material planning expects that you will receive material due into
inventory by the beginning of the business day on which it is due (or at least
before you need to issue it). This may require you to receive it into inventory by
the close of business on the previous day.
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Safety Stock
Safety Stock, also called buffer stock and fluctuation stock, is used to prevent a
stockout. The amount of safety stock carried depends on:
Variability of ordering
Frequency of ordering
You can use any of the following three methods to set the safety stock level for
an item:
Manual: You enter safety stock levels and a start date. A safety stock
level is in force until another safety stock level replaces it.
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item forecasts
spare demand
sales orders
internal requisitions
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Time Fence
A time fence is an item attribute that divides the time between today and the
planning horizon into two parts. Different rules apply on each side of the time
fence.
You refer to the area between today and the time fence as inside the time fence
or within the time fence. You refer to the area between the time fence and the
planning horizon as outside the time fence.
The discrete planning process uses three time fences:
Demand time fence: You use this time fence to plan supply, in the short term,
only to hard independent demand. Often, service items have a forecast, but you
prefer only to plan to build that quantity for which you have sales orders.
Inside the demand time fence, the planning process will use only
independent demand from sales orders.
Outside the demand time fence, the planning process will use all
independent demand.
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Planning time fence: You use this time fence to create a frozen zone in the
short term in which the material planner, not the planning process, is most
responsible for insuring the balance of supply with demand.
Inside the planning time fence, the planning process will not create
planned orders and suggest that you change the date of a scheduled
receipt when the new due date will fall inside the time fence.
Outside the planning time fence, the planning process will create
planned orders and suggest that you change the date of a scheduled
receipt when the new due date will fall outside the time fence.
Release time fence: You use this time fence to instruct the planning process in
the amount of human intervention needed to send planned order suggestions to
Oracle Purchasing and Oracle Work in Process.
To use this feature, create a release time fence for the item and the planning
process performs as follows:
Inside the planning time fence, the planning process will automatically
send planned order suggestions to Oracle Purchasing and Oracle Work
in Process with no human intervention.
Outside the planning time fence, the planning process will never
automatically send planned order suggestions to Oracle Purchasing and
Oracle Work in Process; you must review the suggestions before
sending them.
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Bills of Material
21
Resources
22
Departments
23
Routings
24
Operations
25
Operation Resources
26
Planner Workbench
Material requirements planning (MRP) calculates net requirements from gross
requirements by evaluating:
27
You can review and implement recommendations suggested by the planning process
with the Planner Workbench. You can selectively implement these recommendations as
new and rescheduled orders, and release all or some of them.
You can:
o
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Forecasts
Version 2.2
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Prerequisites:
CHP 1 Overview lesson.
Overview
You can estimate future demand for items using any combination of historical, statistical, and
intuitive forecasting techniques. You can create multiple forecasts and group complimenting
forecasts into forecast sets.
Forecasts are consumed each time your customers place sales order demand for a
forecasted product. You can load forecasts, together with sales orders, into master demand
and production schedules, and use the master schedules to drive material requirements
planning.
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General Overview
1. General Long term strategic forecast - The sales group will develop a long term sales
forecast in an off-line system and update it monthly. This forecast will be in terms of
revenue dollars by customer. It may be used for long term strategic planning, but not for
normal material and capacity planning. It is not processed through Oracle.
2. Specific Product Line / Product Family Long term strategic forecast A forecast may
be developed by sales, manufacturing, finance, and supply chain personnel at the
organization level based on projected requirements, historical data, or other information
sources. Information from this level of forecast can be entered into Oracle; however, they
will usually be used in simulation forecast sets through the use of planning bills as no
detailed information on end items probably exist. These forecast sets can be used for long
term strategic planning, for material purchasing, or judicious manufacture of stock-able midlevel components that will later be used to make end items. These forecasts will not drive
manufacture of end items.
3. Specific Customer Forecasts These are forecasts either provided by the customer or
developed internally with the usage of historical data or other information sources that allow
us to predict the customers requirements at an end item level. These should be entered
into the ERP system to give an approximate capacity requirements and shipping schedule.
These forecasts will authorize purchase of raw materials and the judicious manufacture of the
end items to fill the forecast. These types will be limited to:
3.1 Booked Kanban/VMI orders for which no scheduled ship dates appear on the sales
order. Releases against these sales orders will be processed through the normal
order management system.
3.2 Consignment Inventory agreements with the customer. Sales against these
orders will be processed through the ERP system as releases to a blanket order or
as individual sales orders. Do not use a forecast for this type of order if a
replenishment system or min-max planning is in place.
3.3 A letter of intent committing to buy a specific product or range of products.
Sales or finance approval may be required before entering this type of forecast.
Refer to site or division specific policies.
Two types of independent demand can be used during the MDS run 1) Sales Orders, 2)
Sales Forecast.
We would like to use Sales Forecast to be able to predict mid to long term materials and
capacity requirements in the absence of Sales orders. When we utilize the Sales forecast
module, we always set it up to where consumption of the forecast quantity is reduced by the
quantity of the sales order. In other words, a Sales order, should always override a Sales
forecast.
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Therefore, we need to determine the quantities and period(s) of time that the sales order should
override the sales forecast. If the sales order quantity is greater than the quantity forecasted in a
given bucket, then the sales forecast goes to zero, but we must determine what we want MRP
to do with the balance. In order to control that, Oracle provides us with three fields that help us
construct a framework for the sales orders and forecast to work around.
There are 3 important data fields that will determine the consumption of the forecast:
1) The Demand Time Fence - This is the period of time in which MRP will ignore the
forecast for planning purposes and will only load demand driven from Sales Orders. This
is set at the end-item level under the items planning attributes.
2) Forward Consumption
3) Backward Consumption
The content and organization of the forecasts and forecast sets. A site can either
generate several forecast sets to capture customers forecast or one set for all
customers.
The specific items, product families, and planning bills in each forecast to suit the
demand requirements and the type of planning systems in use.
The quantity of each item and the planning period that best suits the demand and
customers requirements.
Ensuring that the forecast(s) continue to be necessary, appropriate, accurate, and that
the results meet the business requirements for the site.
Setup of all part templates as MRP planned, Min-Max planned, or Kanban. Do not use
MPS planning.
Planning should convert all monthly buckets forecasts into weekly buckets. We do not
want to use periods (month) buckets to enter forecast as it leads to problems in the
consumption of the forecast.
Restrictions
The naming conventions set by the planning GPO must be followed when defining
forecast names.
Forecast buckets must be maintained on days or weeks. Periods (Monthly buckets) are
not allowed.
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2. Click the
3. Enter a new name for the forecast set (Depending on the set up predetermined by the
sites Planning Manager)
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4. If one forecast set will be used to forecast for the site, then the forecast set used for
production will be XxxSetProd, where Xxx is the three letter designation of the site.
5. If the site will generate multiple forecast sets to forecast by customer, then the forecast
sets to be used for production should be named as XxxFctYyyZ The Xxx is the three
letter designation of the site, the Yyy are the three first letters of the customers name
and Z is the first letter of the customers location.\
6. Forecast sets used for strategic planning or simulations will be named XxxSetS###
where Xxx is the three letter designation of the site and ### is a sequential number.
7. Enter a description for the forecast set
8. In the Bucket Type field, enter the base time period for the forecast set (days or weeks).
This selection will be the default for the component forecasts, but can be changed in the
detail entry. We will not like to use periods in the buckets as it can lead to problems in
the consumption of the forecast.
9. Check Consume in order for sales orders to automatically consume this forecast.
10. Enter Outlier Update, Backward Days, and Forward Days if these options are needed.
11. Enter the forecast names and descriptions that make up the forecast set
12. Click
13.
will appear.
Once the forecast has been created, the components can be manually entered, copied/merged
from another forecast or generated from past usage.
14. Select a Forecast within the forecast set and click on
15. The
button.
form appears.
16. Enter an item to be part of this forecast, or select from the LOV .
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button.
form appears.
19. Enter the quantity, % confidence per planning period. The planning period can
21. Click
22. Verify
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and
forms.
24. Once you have captured the detail information on each of the items, the consumption
report must be run. The report can be run within the Forecast set screen or it could be
run from the Forecast menu as display below.
Once you have click on the Consume button or Consume set option the following screen will
display automatically, And right after the Parameters form will appear.
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25. All required yellow fields will default, the only field that needs to be changed is that of
Use Demand Time Fence which should be switched to YES
26. Click
button.
button.
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radio button.
button.
form.
37. Repeat from Step one as you generate new forecast sets.
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39
3. Click the
button.
4. The Discoverer viewer HTML page appears.
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6. Click one of the Plan options and the Parameters forms will appear to enter
parameters for the report you have chosen.
7. Click the
button to execute the report.
8. The Executing Query time clock appears.
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10. For easier review and report data manipulation it is recommended that you
export the report to excel format on your desktop.
11. Click on the EXPORT link in the top left hand side of the page.
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17. The SAVE AS form will appear. Give the save file an appropriate name and
click the SAVE button to place on your desktop.
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44
to enter the
form.
8. Click
45
to enter the
form.
button.
5. If you want to ONLY delete an item within a forecast, then click on the
button and go into forecast items
6. Then choose the item that you want to Delete and go to the EDIT menu, choose
Delete
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If you would like to delete the Forecast completely with all its forecasted items, you must first
delete each of the items before you can try to delete the forecast
7. In order to delete the forecast, you simply highlight the forecast to be deleted and go to
the Edit menu and choose Delete
8. A message asking you to confirm that you would like to purge the forecast will appear,
click
button.
9. The forecast will still show for a while with a message saying that the forecast is
currently being purged. After a few minutes if you exit out of the forecast set and re-enter
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10. If you will like to delete the Forecast set completely, you must first delete all items under
the forecast(s), then delete all the forecast(s) under the set and then you can delete the
set by following the same process.
11. Click Edit on the menu bar and select Delete
12. Click
13. Exit the screen and you set will be purged/deleted shortly after.
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49
Once you verify that all information on your forecast is accurate and ready to be used for
production you must include the forecast in your MDS production run.
If more than one Forecast set will be generated for the site, such as those forecast sets
generated by customer then a MDS Source list must be created to compile all forecast sets to
be included in the MDS production run.
If only one Forecast set will be utilized for the site, then proceed to step 2, running the MDS.
2. Click the
to enter the
form.
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a. Enter the Name which should be XxxFcstSet with a description that shows that
all site forecast sets will be compiled here.
Then on that same screen on the bottom section
b. The Source Type must be changed to Forecast Entries along with your
organization.
c. Choose the Name of the Forecast set you are going to be using. Be careful not
to choose and individual forecast but the actual customer set, unless you choose
to leave certain individual forecasts out of a given set.
You should add as many forecast sets as you have created to be used in the MRP production.
Once you have entered all forecast entries please go save and exit from the screen.
3. Click
4. Verify
message received.
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> Names
2. Click the
to enter the
3. Enter a name and description.
form.
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5. Click the Relieve check box if the MDS will be used for production
5. Click
6. You can now define a master schedule manually, or load a schedule from another
source, with the name(s) you created.
7. Verify
8. Click
message received.
button.
10. All required fields will default but some have to be changed as necessary.
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11. Since we are including the sales forecast, then the source type should be changed to
MDS Source list
12. Choose the Source name which in this case should be the MDS Source list generated to
combine all forecast sets XxxFctSets
13. For the Demand Time Fence Choose option Load forecast outside demand time
14. Select All Entries in the Overwrite field
15. Select Yes in the Explode field
16. Click on the
Note: We do not use Modification Percent, Forward Consumption Days and Backward
Consumption Days because these are defined at the Forecast set level.
Once the MDS run has completed, MRP should be run with no changes required.
MRP should be launch (XxxMrpProd) using a single source, XxxMdsProd.
It is the responsibility of the planner to verify and ensure that all sales forecast
processed correctly and that MRP reflects accurate requirements. In the event that
issues are identified please go back to instructions and verify that all fields and reports
were run correctly. If necessary escalate the issue to the OCC by raising a help ticket.
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Intercompany Forecast
By using the customers supplied forecast and allowing the demand to filter through
the sites MDS and MRP, mid to long term requirements on capacity and materials
will be visible.
In the event that a site purchases material from another internal Accellent site, the
second site will not automatically see the demand for the internal supplied
component.
The site loading the customer forecast will be able to view the demand for whatever
X period the forecast was loaded for. MRP will generate purchase requisitions based
on forecasted demand. Once those purchase requisitions are released, then the
internal requisition will be visible on the supplying site and sales order will
automatically be generated based on those internal requisitions.
This process should be followed each month when the site has completed their
monthly finished goods forecast update, they then need to provide an updated
forecast to their Intercompany suppliers For Example, Wheeling to Collegeville,
Brooklyn Park to Collegeville etc.
Supplier Intercompany forecast report is used by the site to review and update their
Interorganizational forecasts
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ID
Arv
Aur
Brf
Brp
Clv
Elp
Nee
Enw
Glw
Hsv
Jrz
Lac
Man
Opk
Pit
Slm
Trn
Upl
Wtr
Whl
Name
Arvada, CO
Aura, Germany
Brimfield, MA
Brooklyn Park, MN
Collegeville, PA
El Paso, TX
Engineering Services, Wilmington, MA
Englewood, CO
Galway, Ireland
Huntsville, AL
Juarez, Mexico
Laconia, NH
Manchester, England
Orchard Park, NY
Pittsburgh, PA
Salem, VA
Trenton, GA
Upland, CA
Watertown, CT
Wheeling, IL
1.2. The next three characters will indicate the type of planning set.
1.2.1. Set = Forecast set where only 1 forecast set will be used for the site
1.2.2. Fct = Forecast set To be used where multiple forecast sets will be
used for the site
1.2.3. Fcs = Individual forecasts by customer or product family to be identify
within a Forecast set
Accellent Supply Chain Operations Manual CHP 2 Forecasting
56
1.3. The last four characters identify the individual forecast or plan.
1.3.1. Prod - For standard production
1.3.2. S### - For simulations the last 4 characters will be S followed by 3 numbers
(S###). The numbers are to be sequential to identify the simulation test being
conducted
1.3.3. YyyZ The first 3 letters are the customers name and the last letter Z to
represent the customers site
1.3.4. Xxxx Where the letters represent the product line of the customer
1.3.5. Sets To be used for the merging of multiple forecast sets.
1.3.6. For MDS sets the main set that will be used to run the MRP must end in Prod.
The permutations of MDS sets that may be required for the base planning
systems are defined below.
1.3.6.1.1. The name of the primary MDS at every site must end in Prod. This
MDS will capture external sales orders, internal sales orders, and any
production forecasts that are in use. Where multiple forecast sets are
in place for production, these are to be consolidated through the use
of an MDS source list.
1.3.6.1.2. If the site supplies parts to other Accellent sites and needs to have a
view of demand beyond the internal sales orders already placed there
may be one or more additional MDS sets that will be listed in the
source list for the production MDS. The lower level MDS will end with
the three character identifier of the customer plant. A separate MDS
is required for each internal customer plant.
1.3.6.1.3. For MDS sets used in simulations see above.
1.4. Examples: (The mix of capital and small letters makes the names easier to read.)
The sales forecast set used in production for Arvada will be ArvSetProd if only one
forecast set is being set up, Or it could be ArvFctYyyZ
Each individual forecast within the forecast set will be SlmFcsXxxx
The production MDS for Salem will be SlmMdsProd
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The MDS at Salem used to collect future requirements from Arvada will be SlmMdsArv
and will be based on Arvadas production MDS named ArvMdsProd.
The production MRP for Salem will be SlmMrpProd.
The first simulation MRP for Salem will be SlmMrpS001
58
59
6. Always insure that you run the report for 12 months to provide your internal
button.
Once you see your data on the screen then export the Discoverer Report to Microsoft
Excel like all other reports.
Once you have exported the report to Microsoft Excel you MUST then check the report
for accuracy against the Supply Chain MRP Workbench Planned Orders
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button.
9. Click on the
10. You will receive the following message:
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13. Choose your save location and click on the SAVE button.
workbench.
16. Login into Oracle using the Planning Super-user responsibility: Navigation = MRP
> Workbench.
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18. The
button.
form will appear
21. Item Equals Check the data on at least 3 items to insure your report is
63
Once you have saved the report, open the report using Microsoft Excel
64
65
If the data correlates then you have an accurate report to provide to the internal
Supplying Site.
If the data does not correlate then there may be an issue where you have not selected
the same MRP runs the report is accurate when you use the same MRP Runs.
Note It is the responsibility of the Supply Chain Manager from the purchasing
site to verify the accuracy of their Supplier Intercompany report before they
provide it to their internal supplier For Example Wheeling must verify the
accuracy of their report before providing it to CLV.
The data from this report can then be used to create an Intercompany Material Demand
Schedule for Example Whl to CLV MDS to use this process refer to the applicable
work instruction posted on the Oracle Training Website under Planning.
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Upload/Download Forecast.
67
68
Click Save and save the file on your computer so that it is ready to be used.
To Upload a Forecast
2. Login into Oracle using the Planning Super-user responsibility: Navigation =
Upload/Download Forecast.
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Before you can upload a forecast, a forecast set must be created in Oracle which will then
contain the information that you upload.
Click in the yellow field and then the LOV
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Browse to and locate the spreadsheet containing the forecast data and click OK.
Note the formatting rules for the spreadsheet
1. The file can only contain forecast data. The first row cannot contain any header
information
2. The columns must be in the following order - FORECAST SET, FORECAST NAME,
ITEM NUMBER, FORECAST DATE, FORECAST QTY, LATEST PRICE, CHANGE
REASON, and COMMENTS.
3. The forecast set name and forecast name must match exactly what is contained in
Oracle.
4. The item is required and must be active in Oracle. If the item does not exist in
Oracle the data will be skipped.
5. The date is required must be a valid Oracle date in the format DD-MMM-YY, and
must be in the manufacturing schedule, and must be appropriate for the selected
bucket.
If the date is invalid, the row will not be loaded and an error will be
generated. Examples of invalid date are Sundays, holidays, or any date that the plant
is not scheduled to operate. If the bucket is set to weekly, then the date must be one
of the valid weekly bucket dates.
6. The forecast quantity must be a positive value and can include decimals. Rows
containing negative quantities will be skipped.
7. The change reason is not required, but must be one of the defined Reason Codes in
Oracle. The system will load undefined reason codes, but users of Oracle will
receive error messages when they edit the forecasted item.
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8. The comment is not required, cannot include commas, carriage returns, or any other
special characters.
Read and follow the instructions above that appear after the file has been uploaded.
Click
that the file has been uploaded. Note: this may take a few minutes to upload
depending on the size of the file that you are uploading.
You can then view the forecast set and verify the data has been successfully uploaded.
Accellent Supply Chain Operations Manual CHP 2 Forecasting
72
Error messages: There are several error messages that you might see, most of them are
related to the data not being formatted properly. If you receive an error check the format of your
spreadsheet.
1) CSV format.
2) Contains only data.
3) The first column must include valid ITEM numbers. The data load process will skip any
ITEMS that do not exist in Oracle, but this may still generate errors.
4) The second column must be valid manufacturing dates in Oracle. If the system encounters
too many invalid dates, then the entire load will fail; otherwise the system will skip records.
5) The third column must contain quantities. The system does allow fractional quantities, but it
does not accept negative quantities.
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Purpose:
Author:
Date:
Background
The forecasting tool was developed as an aide to Supply Chain Managers and
Customer Operations team members who must maintain forecast data within Oracle.
The tool uses the forecast data that can be downloaded from Oracle and allows users to
review and make changes in Excel and then creates a file that can be reloaded into
Oracle. The goal of the tool is to allow users to review and make bulk changes easier
than directly through the Oracle interface.
Tool description and Summary of Use
This section describes how to the upload/download and forecast formatting tools to help
maintain Oracle forecast data. Some of these tools are temporary solutions until
additional reports and import and export programs are developed in Oracle.
Review
Edit
Download/
Upload
Download
Upload
Oracle
CSV File
TXT File
CTRL-M
CTRL-L
Forecast Formatter
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The download software pulls the forecast information from Oracle and creates a
CSV file that can be used in Excel. The following describes some of the
requirements and behavior of the download software:
a) If the Oracle Forecasted Price DFF is empty the download program will insert the
previous 6 month average price into the CSV file.
b) The download CSV file contains a header row which is useful for users who want
to open and use pivot table and filtering functions; however this header row must
be removed before the CSV file can be uploaded back into Oracle.
The upload software loads a TXT or CSV (Comma Separated Values) file from
your local hard drive. The following describes the requirements to operate properly:
c) When a forecast or forecast set is loaded, it first deletes the all the data in Oracle
and then loads the forecast contained in the file. Because the existing forecast
is deleted whenever you upload a new file, it is strongly recommended that
before uploading a new forecast, you first download and make a copy of the
existing forecast. This file will act as a backup in case the file you upload
contains data errors and cannot be loaded.
d) The columns must be in the following order - FORECAST SET, FORECAST
NAME, ITEM NUMBER, FORECAST DATE, ORIGINAL FORECAST QTY,
CURRENT FORECAST QTY, LATEST PRICE, CHANGE REASON, and
COMMENTS.
e) Each column must be separated by a comma and not contain extra blanks or
spaces.
f) The file can only contain forecast data. The first row cannot contain any header
information.
g) The forecast set name and forecast name must match exactly what is contained
in Oracle.
h) The item is required and must be active in Oracle.
i) The date is required and must be a valid Oracle date in the format DD-MMMYY. A date is valid if it meets all the following conditions must be in the
manufacturing schedule for the site, and must be valid based on the bucket type
of the forecast set where it is being loaded. The load program does NOT use
the bucket type assigned to items. If the date is invalid, the row will not be
loaded and an error will be generated. Examples of invalid date are Sundays,
holidays, or any date that the plant is not scheduled to operate. If the bucket is
set to weekly, then the date must be one of the valid weekly bucket dates.
j) The original forecast quantity must be a positive value and can include decimals.
Rows containing negative quantities will be skipped.
k) The price must be entered in dollars, and can be either positive or negative.
l) The current forecast quantity is for reference only. It is downloaded from Oracle
so that it can be displayed in the spreadsheet, but it is ignored during the upload
process.
m) The change reason is not required, but if provided it must be one of the defined
Reason Codes in Oracle. The system will load undefined reason codes, but
users of Oracle will receive error messages when they edit the forecasted item.
75
n) The comment is not required, but if included it must not include commas,
carriage returns, or any other special characters.
Forecast Formatter this is an Excel spreadsheet that allows users to load the
Forecast CSV file (described above) into Excel for review and modification, and then
create a new CSV file for uploading to Oracle. This most up to date version of the
spreadsheet can be found on the Accellent Web site in the planning folder under Oracle
Kaba Training.
How to use the Tool: The following describes the typical steps for using the
attached Download to Matrix Tool. The tool provides some optional features which
change the interface. These options are described elsewhere.
o) Open the forecasting formatter spreadsheet by double clicking and the
spreadsheet will open (figure 1). If you get a security warning to enable macros
click Enable Macros. (Figure 2).
Figure 1. Forecast Formatter Instruction Tab
76
p) Press CTLR-M and the Open window will be displayed (figure 3).
Figure 3. Open Window
q) Navigate to and open the CSV file that you previously downloaded from Oracle.
r) A message box (figure 4) will prompt you to select either the standard format
(dates across the top of the spreadsheet), or non-standard format (dates down
the side). Click on Yes to use the standard format or No to use non-standard
format. Note: large forecast sets containing many dates will not fit using the
standard format and you will receive an error. In these cases you must use the
non-standard format.
Figure 4. Enable Macro Security Warning
s) The system will process the Oracle CSV file and format the data. This may take
a couple minutes if there is a lot of data. Figure 5 shows the standard format,
and Figure 6 shows the non-standard (dates down the side) format.
Accellent Supply Chain Operations Manual CHP 2 Forecasting
77
78
Figure 7. Non-standard dates down the side format after loading the CSV file.
t) At this point you are ready to review and edit the file.
u) When finished, press CTRL-L to save changes to a file that can be uploaded into
Oracle.
v) The following describes what the spreadsheet contains and what you should and
should not do when editing.
i)
The first sheet contains some basic instructions along with a list of reason
codes that are used by the macro. The sheet is locked and should not be
deleted or modified.
ii)
Cell A1 contains the Forecast Set name and must match the name in
Oracle. Do not change this name.
iii) Row 1 of the spreadsheet contains the list of dates extracted from the entire
forecast set. Do not delete or add additional data to this row. If you
change a date at in this row, the date for every item forecasted in this
Accellent Supply Chain Operations Manual CHP 2 Forecasting
79
iv)
v)
vi)
vii)
viii)
ix)
x)
xi)
xii)
xiii)
xiv)
xv)
xvi)
All dates must be valid forecast dates in Oracle. You will receive data error
messages if you try to load an item into a forecast with a date that is not
valid in that forecast. Check the Oracle forecast calendar to determine
what dates are valid.
Column A contains the names of the forecasts within the forecast set. Do
not change, and must always match an existing forecast name in Oracle.
Column B contains item numbers. Each row with an item number will be
included in the forecast output, so if you delete an item number the forecast
for that item will be removed when the data is loaded into Oracle. Again
this is a powerful feature, but use it carefully because all the reason codes
and comments for this item will also be removed from Oracle.
Row 2 contains the Original Quantity, Current Quantity, Price, Reason
Code, Comments, and Amount for each item. Do not change the name of
the columns because the export process uses these when creating the file
to load into Oracle.
The original quantity column can be edited by users. It contains the original
quantity for the item for the date as defined in Oracle. Users can edit this
value, and can be edited manually, or users can enter formulas into the
spreadsheet.
The current quantity column is provided for reference only. This value is
equal to the original forecasted quantity minus open orders so it provides
understanding of backlog associated with the forecasted items.
Price column can be edited by users.
Reason Code column contains a pull down list of acceptable reason
codes. Users can assign or change a reason code, but should not be able
to enter invalid reason codes.
Comments Oracle comments are attached to reason codes using Excel
comment feature and can be added or edited by the user. If a comment
exists, the cell will appear with a small red triangle in the upper right corner.
Place the cursor over the cell to display the comment. Right click on the
cell to edit the comment. Your edits will be included in the upload file to
Oracle.
Amount cell contains a formula for Original Quantity * Price. This is
provided as a reference for the user. This data is not uploaded to Oracle.
Additional columns can be inserted into the spreadsheet and can be useful
if you want to include additional formulas, but do not change the column
header names or order of the existing columns.
Additional rows can be inserted into the spreadsheet in case you want to
enter formulas or other information.
Items can be moved from one forecast to another by using the copy and
paste formulas within Oracle. If you do this, make sure that the same
forecast dates are valid in both forecasts. For example, if you copy an item
Accellent Supply Chain Operations Manual CHP 2 Forecasting
80
xvii) Groups of columns can be copied and pasted in order to create a new week
or monthly forecast. Make sure that when you assign a new date to the
column that it is a valid date for every forecast.
xviii) Entire columns can be deleted from the spreadsheet in order to delete an
entire, day, week, or months forecast. This can be useful when cleaning
up old forecast data.
w) Here are some Excel tips that might be useful when using this spreadsheet
i)
Adjust your Excel security level to Medium if you are having problems
enabling the macros. Tools > Macros > Security then select the Medium
radio button. This is a global setting and affects all other Excel documents
that you may use.
ii)
If you continue to save and reuse the same Forecasting Formatter
spreadsheet, you will start to accumulate extra tabs and the file size will
grow. Delete excess tabs by right-clicking on the tab at the bottom of the
window and selecting delete. You can delete multiple tabs at once if you
select more than one before deleting.
iii) The unformatted forecast data is contained in the tab TEMPCSV_#. Power
users can use Pivot and Data Filtering on the TEMPCSV_# tab to do more
complex analysis.
81
2. Click the
to enter the
3. Click on the
form.
82
5. Click on the
button.
6. Choose the Forecast Set you want to look at by placing the cursor in the line and
click on the
7. The
button.
form will appear.
83
8. The items in the forecast will appear, choose the item you want to query by placing
the cursor in the correct line and click on the
9. The
button
84
10. When Current quantity is different than Original item consumption has occurred.
11. Place your cursor in the time period you want to check and click on the
button.
12. The
13. Consumption information for that item during that time period will display.
85
2. Click the
to enter the
form.
86
3. Click on the
5. Click on the
6. The
button.
form will appear.
87
8. Click the
9. Leave
at 100%. This controls if you want sales orders
to consume a certain percentage of items in a particular bucket.
10.
88
Lead Times
Version 3.2
89
Prerequisites:
CHP 1 Overview lesson.
Overview
In the manufacturing environment, lead time has the same definition as that of Supply
Chain Management, but it includes the time required to ship the parts from the supplier.
The shipping time is included because the manufacturing company needs to know when
the parts will be available for material requirements planning. It is also possible for lead
time to include the time it takes for a company to process and have the part ready for
manufacturing once it has been received. The time it takes a company to unload a
product from a truck, inspect it, and move it into storage is non-trivial. With tight
manufacturing constraints or when a company is using Just in Time manufacturing it is
important for supply chain to know how long their own internal processes take.
Lead time is made of:
Preprocessing Lead Time (also known as "planning time" or "paperwork"): It represents the
time required to release a purchase order (if you buy an item) or create a job (if you
manufacture an item) from the time you learn of the requirement.
Processing Lead Time: It is the time required to procure or manufacture an item.
Post processing Lead Time: It represents the time to make a purchased item available in
inventory from the time you receive it (it includes quarantine, inspection, etc.)
Example
Company A needs a part that can be manufactured in two days once Company B has
received an order. It takes three days for company A to receive the part once shipped,
and one additional day before the part is ready to go into manufacturing.
If Company A's Supply Chain calls Company B they will be quoted a lead time of 2 days
for the part.
If Company A's manufacturing division asks the Supply Chain division what the lead
time is, they will be quoted 5 days since shipping will be included.
If a line worker asks the Manufacturing Division boss what the lead time is before the
part is ready to be used, it will be 6 days because setup time will be included.
90
3. The
form appears. Enter the item you want to view. Click on the
button.
91
4. Click on the
tab. The item information will appear in form. Lead Time
information is displayed on right side of form.
6.
7.
A MAKE item will always have a Routing set up for it and concurrent
managers roll lead times up from the routings and the data is placed in the LEAD
TIME TAB for that item.
8.
The two important pieces of data are the FIXED and VARIABLE lead times.
Accellent Supply Chain Operations Manual CHP 3 Lead Times
92
The Fixed lead time comes from the routing of this item where the
resource usage is based on LOTS. Setup is not Qty dependent; it is the same Qty. per
job.
Comes from resources that are item based where it is Qty
dependent. AN example would be that it may take 30 minutes to make and item, if you
make large quantities it will take a longer period of time. (Quantity dependent) This is
considered a variable lead time.
9.
NOTE: Fixed and Variable Lead times originate from item routings. If routings are
updated the change will appear the next day.
10.
lead time field is a time period for decisions around
creating discrete job. Most Accellent sites do not use this field.
11.
Is also known as your Manufacturing Lead Time and is
based on Variable + Fixed data. It is also calculated using the
data. The Lead Time Lot Size should be a typical
quantity run for this item. This particular item, in most common scenarios, would run
600 pieces per job. For items that run various quantities on jobs you can simply
calculate a average number and insert here.
12.
plus the
Processing Lead Time.
16.
17.
make the finished good.
18.
This finished good only takes 3 days to manufacture, but if you had to make any
of the intermediate items, the totally manufacturing time would be 16.5 days.
19.
is the lead time if you dont have any RAW materials
in-house. In this case you would have to 1) Order RAW material. 2) Build your
intermediate item. 3) Build your Finished Good. This is the total lead time in days to
make this item.
93
1. Login into a Inventory responsibility to view item attributes around Lead Times.
Use the ITEMS WORKBENCH to view lead time information.
2. Navigation = Planning User > Inventory Inquiry > Item Workbench
3. The
form appears. Enter the item you want to view. Click on the
button. Item 105023 is a BUY item for ARV.
94
4. Click on the
tab. The item information will appear in form. Lead Time
information is displayed on right side of form.
5. Only three fields are maintained for BUY items: Preprocessing, Processing and Post
Processing Lead Time.
6.
7.
is the lead time that you place a PO till the material shows up
on your dock.
8.
9. All the above fields are maintained manually. Site personnel will need to make
appropriate adjustment. These settings have important effects on Purchasing lead
times and overall Planning processes.
95
96
97
item forecasts
spares demand
sales orders
internal requisitions
Supply Chain Planning users can also manage interorganizational demand and create
distribution requirements plans (DRP) from an MDS.
98
2.
Click the
button.
99
3. The
8. You can now define a master schedule manually, or load a schedule from another
source, with the name(s) you created.
9. Click
10. The
button.
screen displays
100
11.
12.
Listed below are the other minimum parameters for All Forecasts.
101
13.
Listed below are the other minimum parameters for Sales Orders Only.
102
15.
If demand is only from Sales Orders and not a Sales Forecast, select Sales
Orders Only under the source type.
15.2
15.3
15.3.1 Select yes in the Consume field if the MDS will be used for production. For
simulation runs, this can be set to either yes or
no
15.3.2 Enter appropriate Modification Percent, Forward Consumption Days and
Backward Consumption Days
15.4
Click
15.5
Click
16.
16.2
button.
button to run request.
16.3 Select Source Name. For production MDS runs this source name will be
XxxSetProd where Xxx represents the three character ID for the site.
103
16.4 Select an option under Include Sales Orders. The selection will default to All
Sales Orders. If this MDS is a simulation and you do not want to include Sales
Orders, modify this selection. If the MDS is the standard production run, leave All
Sales Orders in the Sales Order field.
16.5
16.6
16.7
Select Yes in the Consume field if the MDS will be used for production. This is
16.9
Click
16.10 Click
button.
button to run request.
104
17. If demand is from Inter-Org Planned Orders. This also takes into consideration
outside processing time (OSP steps).
17.2
17.3
17.4 Select Source Name. For production MDS runs this source name will be
XxxMrpProd where Xxx represents the three character ID for the customer site.
17.5
17.7
Click
17.8 Click
request.
button.
105
19. Click
20. Click
radio button.
button.
106
Modify a MDS
1. Login into a Planning Super-user responsibility to modify a MDS. MDS > Entries.
2. Click the
3. The
4. Click
button.
form will appear.
, the flashlight on the toolbar to view a list of all Master Demand Schedules.
5.
6. Click the
107
8. Click
108
1. Login into a Planning Super-user responsibility to delete entries in a MDS. MDS > Entries.
2. Click the
3. The
4. Click
button.
form will appear.
, the flashlight on the toolbar to view a list of all Master Demand Schedules.
5.
6. Click the
109
7. The
form appears.
8.
9. Click Edit >Delete on the menu bar
10. The item is immediately deleted and there is NO confirmation
11. Saving Changes will delete the item from the MDS
12. Click
13. Verify
110
2. Click the
3. The
4. Click on the
5. Click on the
6. The
button.
form will appear.
radio button.
button.
form appears.
111
8.
9. The Parameter screen for the report will display
112
12. Click
13. To view your report and the outputs simply select View > Requests from menu bar.
14. The
radio button.
button.
18. Click
113
2. Click the
3. The
button.
form will appear.
114
7. Click
8. Verify
9. Navigation View > Requests to verify the process has completed to purge the MDS
115
19. The
radio button.
button.
116
117
Prerequisites:
CHP 2, 3 and 4 or Accellent Planning manual
Overview
Material Requirements Planning (MRP) is the primary planning method for Accellent
sites in Oracle. It will be run based on MDS schedules for sales orders, any applicable
sales forecasts, and inter-org planned orders where appropriate.
MRP run is controlled by the OCC and is on a regular schedule. Site locations
can request am MRP run but only for emergency situations.
MDS and MRP are run by OCC each night in the background and special runs are
handled during the day by requesting a high priority ticket and calling the
Director of OCC
Minimum level plan for production is based on Sales Orders Only. Additionally MRP can
consider any Sales Forecasts that are approved for production. MRP can also consider
inter-org planned orders for internal customer sites. It is not necessary to run this option
if only placed inter-org orders need to be included. These are considered valid sales
orders by Oracle.
MRP can by used for production or simulation purposes.
Note: All the parameters used in the MRP will default. This document details
each parameter but it is not necessary to set any of them.
Determine what MDS(s) will be used to provide demand to the plan.
118
Run MRP
1. Login into a Planning Super-user responsibility to run the MRP. MRP > Names.
2. Click on the
3. The
button.
form appears. Highlight the plan you want to work in and click the
button. (You can create NEW plans here as well)
119
4. The
5. Insert
6. Click the
form appears.
120
icon.
form.
121
button.
form will appear followed by the
18. The
form.
button.
button.
122
Recommendations suggested by the planning process with the Planner Workbench can
be reviewed and selectively implemented. They can be implemented as new and
rescheduled orders and selected orders can be released to production and purchasing.
The Forecast, if used, and Master Demand Schedule (MDS) are run prior to running
MRP. All should be run as concurrent requests in batch mode.
1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP >
Workbench.
2. The
123
4. Click the
5. The
button.
form appears.
To review and possibly modify Workbench Preferences that determine what information
the workbench will display to the user.
6. Select Tools > Preferences on the menu bar
124
7. The
form will appear. This form has 3 TABS. Horizontal Material Plan,
Supply/Demand and Horizontal Capacity Plan.
8. The suggested values for the Horizontal Material Plan tab are listed below. Actual
values may vary by organization.
Display bucket type = (same as MRP planning buckets)
Display Factor = 1
Decimal Places = 0
Field width = 10
Independent Demand Type = MDS
Sales Orders = Checked
Forecast = Checked if sales forecast is in use, Not Checked if not in use
Dependent Demand = Checked
Expected Scrap= Not Checked
Other Independent Demand = Not Checked
Gross Requirements = Checked
Accellent Supply Chain Operations Manual CHP 5 MRP
125
WIP = Checked
Purchase Orders = Checked
Requisitions = Checked
In Transit = Not Checked
Payback Supply = Not Checked
In Receiving = Checked
Planned Orders = Checked
Total Supply = Checked
Beginning On Hand = Checked
Projected Available Balance = Checked
Safety Stock = Checked
Available to Promise = Not Checked
Current Scheduled Receipts = Checked
Projected On Hand = Checked
Expired Lots = Not Checked
Payback Demand = Not Checked
9. The suggested values for the Supply/Demand tab are listed below. Actual values
may vary by organization.
126
11. The suggested values for the Horizontal Capacity Plan tab are listed below. Actual
values may vary by organization.
12.
127
button.
14. Once you have reviewed preferences, use one of the Details buttons to view
information from MRP. You can view information about resources, items, supply,
demand, supply and demand together on one screen or exception messages.
15. Select the name of the MRP to use. The production MRP will be named
XxxMRPProd where Xxx is the three letter ID of the site.
MRPPROD, only includes the Kanban Forecast Set and Sales Orders. MRPALLF
contains all forecast sets, Kanban, MTO and NPD but no forecasts. MRPSO, is
used for reference only in our Excess and Obsolete inventory analysis.
MRPPROD is used for short term capacity planning over the next 13 weeks.
MRPALLF is used for long term capacity planning 3 months out and beyond.
When looking at long term capacity your preferences should be in periods not
weeks.
16. Click on Items to view information about items. To narrow your search, select a
value in the field, a condition and a search string. Continue to add additional search
criteria as needed. Planner1 might want to show only his or her assigned items.
128
17. The
129
23. To further restrict the data displayed by the find, additional search string lines could
be added as shown below and clicking
again. In this manner you can locate
and analyze the planning recommendations for specific items of interest.
24. The
26. The smaller list will appear because of the added search parameters.
Accellent Supply Chain Operations Manual CHP 5 MRP
130
28. This will display multiple pieces of information that will help you in the planning
process.
131
form.
30. From the item details screen, select an item(s) and click Components or Where
Used to view item components or parent items.
31. Click the
32. The
132
133
1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP >
Workbench.
2. The
4. Click the
button.
134
5. The
6. Click on either
form appears.
or
buttons
7. Enter Organization in the field, Equals in Condition field and your org in the
From field, then click on the
8. The
button.
135
9. Select the line to release by clicking on the box to the left of each row. Row will now
be highlighted.
10. Select the
Orders can be released for dates or quantities different from what the system
recommends by changing the date in the column labeled New Date or the quantity in
the column labeled New Qty.
icon.
Accellent Supply Chain Operations Manual CHP 5 MRP
136
button.
form appears.
17. Verify the information on the pop up screen is correct and click
button.
18. Select View >Requests from the menu bar to verify the request completed
successfully.
Releasing planned orders does not release the discrete job to the
manufacturing floor.
137
Exception Messages
Oracle Master Scheduling/MRP and Supply Chain Planning provide a range of
exception messages for all plans.
You can easily manage your plan by displaying only those items and orders that
require your attention, and you can further narrow your search using other criteria
such as by buyer or by line. For each exception that matches your selection criteria,
you can view a summary of the exception and then drill down to pinpoint orders or
items which caused the exception(s). For these items or orders, you can view item
information, horizontal plan, and supply and demand. By saving the exception
messages each time you replan simulations, you can compare different versions of
the same plan or analyze the strengths and weaknesses of a single plan. You can
only display detailed exception and item planning information for exceptions
generated by the current planning run. Re-launching the plan from the Launch
DRP/MPS/MRP window erases all exceptions and only rebuilds the current version.
1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP >
Workbench.
2. The
138
4. Click the
button.
5. The
form appears.
6. Click the
button.
7. The
button.
139
8. The
appears with all the open exceptions assigned to items that
1.KB is responsible for.
For discrete material only, the planning process has found at least one
planned order for an item in which both the needed start date and the
needed due date are in the past. The planning process recommends the
planned order to start and be due on the date that the planning process is
executed (planning start date).
Note: If Lot for Lot is not selected in the plan options, all past due order
are lumped together when the Optimization Plan Option is selected.
Action/Resolution:
For discrete material planning only, you should consider checking the
demand that resulted in this planned order and either arrange to change
the demand and supply due dates or prepare to expedite the scheduled
receipt that you create from this planned order.
140
For discrete material planning only, you should consider reviewing the
recommendations for this item. The Planning system assumes that the
recommendation/action will be taken.
Orders to be rescheduled in
This exception shows an item with orders that the planning process
recommends to be rescheduled to an earlier date.
Generation
For discrete material planning only, you should consider reviewing the
recommendations for this item. The Planning system assumes that the
recommendation/action will be taken.
141
Action/Resolution
This exception serves as a warning for you since your plan is an
unconstrained plan. There are several potential ways to resolve this:
1. Adjust your sales order schedule date if possible.
2. Adjust your supplier capacity:
To find out which supplier(s) is/are overloaded, please see your
"Supplier capacity overloaded" exception
Contact your supplier to see if you can arrange for more supply
(supplier capacity) and then adjust supplier capacity in the system.
Please make sure to rerun the plan to see if it's feasible after the
increased capacity
3. Consider using an alternate supplier - you need to manually change
your supplier in your sourcing rule since your not running a
constrained plan.
4. Consider substitute item - you need to manually change your setup for
BOM since you're not running a constrained plan.
5. Increase Supplier Flex fences - you can define capacity tolerance
percentages that vary over time for each source. This allows you to
represent the ability of your supplier to flex capacity upwards based
on the amount of advanced notice you provide.
6. Change quantity or modify the Sourcing Rule (for example, sourcing
percentage)
7. Make vs. Buy decisions
8. Combination of the above
On one day, the item has less inventory than the specified safety stock
level. If the quantity remains constant for a period of days then there will
be a date range provided for this exception message.
Action/Resolution
142
On one day, the item has more inventory than it needs to satisfy demand.
If the quantity remains constant for a period of days then there will be a
date range provided for this exception message.
Action/Resolution
For discrete material planning only, you should consider reviewing the
recommendations for this item and possibly moving out the demand to
eliminate or alleviate the compression days. The planning system
assumes that the recommendation/action will be taken.
143
If the late supply occurs in a lower level of the bill of material (BOM), the
logic will "search the BOM" to determine the affected sales order.
Action/Resolution
You should consider expediting the late supply if sales order schedule
date can't be adjusted. To find out which sales order is affected by this
late supply, you can click on "Supply/Demand" to display the Supply
Pegging tree which will take you up to the Sales Order MDS.
The system searches through all sales orders to see if there is any sales
order due date falls prior to the beginning of the planning horizon.
Action/Resolution
Resource overloaded
This exception is mostly generated for unconstrained plans and
constrained/optimized plans with "Enforce Demand Due Dates" option is
selected or with firm supplies (firm planned orders, firm discrete jobs,
repetitive schedules, and so on) or firm operations (firm start date, firm
end date, or both). The resource is overloaded because the supplies are
firm which leads to resource capacity violation.
144
Generation
You can consider changing the item attributes Planning Method to Not
planned.
145
Note: You can view and update resources availability using Resource
Availability window using Right Mouse Options. Resource Requirements
can be accessed using Right Mouse Options as well.
If the late supply occurs in a lower level of the bill of Material (BOM), the
logic will "search the BOM" to determine the affected forecast.
The system goes through the pegging tree to find the resource
requirements that originate from independent demands. If the total
resource requirements are greater than the accumulative resource
availability up to that date, the exception message is generated.
The demand will not be rescheduled since it's an unconstrained plan, and
the resource capacity will be violated.
Action/Resolution
146
The system searches through all forecast demand to see if there is any
due date falls prior to the beginning of the planning horizon.
1. Adjust your sales order date if it's possible.
2. Increase your resource availability (can be adjusted in three different
ways):
Increase hours available per unit (for example, working overtime) for
the constrained resource
Increase the resource assigned units to the operation (this needs to
be changed in Source Instance/Bill of Materials/Routings/Routings)
Note: a 24 hr resource can only have 1 assigned unit at a time
Increase workdays (for example, shift from 5 work days per week to 6
work days per week)
3. Consider using an alternate resource or alternate routing for this item
4. Modify the sourcing rules
5. Consider subcontracting
6. Consider substitute items using different resource(s)
7. Change shift pattern or add capacity (for example, additional workday)
8. Combination of the above
Note: You can view and update resource availability using the Resource
Availability window with the right mouse options. Resource requirements
can be accessed using the right mouse options, too.
9.
147
148
11. The
form appears.
12. You can now view information associated with the specific exception.
13. From the Exception Details form you can drill even deeper into the item information
with the following buttons:
The
The
Information.
149
The
specific resources.
The
150
The
The
151
14. Some exceptions will specify an action, such orders to be rescheduled. Perform the
action recommended, decide not to perform the action, or take some other action.
Others will require the planner to view the data and make some decisions as to how
to proceed.
15. Continue with the next exception type until all have been resolved.
To more easily work with exception data you have the capability to
export the details of exceptions into a spreadsheet for easier viewing
and decision making.
A. Click the radio button of the category of Exceptions that you want to view and click
the Exception Details button.
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B. The Exception Details form appears. Click FILE > EXPORT from the menu.
153
F. Your data is in the tsv format. Do a control A and control C to copy into excel.
G. Paste into excel and format you data as needed to facilitate easier exception
handling..
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The MRP Planner Workbench provides two different views of this data, snapshot (data
produced by your original running plan) and current (all modifications since the planning
run). Select the desired view using the radio buttons near the top window.
3. To view the Pegged Supply and Demand click the radio button on the left of the item
you want to view.
4. Click the
. The
form appears.
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5. Click in the radio button on the line you want to take actions on.
6. Select a demand order (indicated by a negative quantity) by click box on left.
7. Choose the
button to open the Object Navigator window. This
window provides a graphic display of supply / demand relationships for the item.
8. Click the + signs to expand each node of the supply / demand hierarchy
9. Graphical pegging links supply orders to demand. You can click on the boxes in the
left panel to view additional demands in the Properties area on the right.
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box.
4. Click the
5. Verify
6. You cannot cancel purchase requisitions, purchase orders or work orders that have
been released to the manufacturing floor using the MRP Planner Workbench
You must perform these functions in Oracle Purchasing or Oracle Work in Process
157
1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP >
Names.
2. Click the
button.
form appears.
3. The
158
9. Click on the
button.
159
12. Verify
message received.
13. Verify Purge concurrent request has completed normal in Requests form.
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Planners Workbench
Version 6.2
161
162
Overview
You can review and implement recommendations suggested by the planning process
within the Planner Workbench. You can selectively implement these recommendations
as new and rescheduled orders, and release all or some of them.
With the Planner Workbench you can:
163
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
3. Click the
form.
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If the data gets changed in the system throughout the day, and it certainly will, it will not
be reflected correctly in the MRP you are viewing. Keep this in mind when viewing your
MRP and making planning decisions throughout the day. Any changes in the system
will not be reflected till the next day when MRP is run.
5. From the
165
6. The Planner workbench Details buttons can be used whether you are planning a
Make item or a Buy item. More detail will be discussed for each button on the
planners workbench in later chapters.
166
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
167
3. Click the
form.
Depending on which button you use in the Details region will display different query
tools for you to use.
EXAMPLE:
Click the
the
button. The
and the
168
The big difference will be the data available to use listed in the LOV
area. Examples are listed below:
And the
well.
button
equals
button
equals
of the Field
options as
169
5. Click the
7. Click the
form appears.
170
8. The Condition field is a parameter that helps limit the results. Enter a choice for
the condition from the pop up list.
9. The From field tells the search what to specifically look for.
11. You now have enough basic information to commit find function.
171
12. You have the capability to enter more rows or query parameters that will aggregate
the results data into an even smaller results package.
NOTE: The more FIND parameters you enter the smaller you returned data will be. You
also may run into a situation where your FIND function returns NO DATA due to nothing
matching your parameters.
button to execute the search.
172
18. From the above FIND results screen you can simply click the
bar and it will take you right back to the FIND form.
173
20. Using Keyboard shortcuts can make the process even faster. With your cursor in the
Field, type the first couple letters of a parameter you want to enter and hit the TAB
key.
21. When the TAB key is struck, Oracle will display a shortened LOV list to choose from
based on the letters you entered. Everything that matches your entry will display.
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23. In the Condition field you can simply type the first letter and the choice will appear.
Once your entry is what you want, TAB into the next field.
24. Repeat steps 20,21and 22 for the FROM field. Fill in letters
25. Click the TAB key and choose from the list the entry you want.
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27. If you have a FIND parameter that you use over and over again, you can use the
Oracle FOLDER
function to save your FIND parameters and even have them
default when you enter the FIND form.
28. To create a personal folder option: Enter your FIND parameters.
29. Click on the FOLDER drop down list above and choose SAVE AS
30. The
form will appear. You can now name your Specific FIND
parameters and also choose to have it as a default when you enter this form.
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for all Oracle Users to view and use. If you click the
radio button it
will be the default search already loaded and ready to use when you enter the FIND
radio button, it will open only for your
form. If you click only the
login. If you click both radio buttons, it will be the default FIND parameters for all
users that enter this form.
32. NOTE: Normal usage is either
or
33. When you enter the form you can now choose what FIND parameters folder to use
by clicking the
icon in the form and choosing the folder to use if not defaulted in.
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Item Details
This section of the Planners workbench will discuss how to use the workbench to view
Item information.
1. Login into a Planning Super-user responsibility to view item attributes around Lead
Times. MRP > Workbench.
form will appear. Choose which forecast you want to work in.
2. The
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
3. Click the
form.
178
button.
form appears.
6. Enter the Field, Condition and From parameters in the Find Items form.
7. Click on the
8. The
9. You can now view item information such as description and assigned Planner.
179
11. Check the radio button at the very left of the Item row and all the buttons at the
bottom of the form become enabled.
12. With the item row radio button checked, click on the
button to
view the components that make up this item if any. Finished Good 107002 has a
component item of 107293.
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13. If item 107002 is a Raw Material or Intermediate item you can click on the
button to view where it is used.
14. If it is a Finished Good you will receive not data from this button.
button to view the various resources assigned to this
15. Click on the
items routing. The
form will appear and display all resource
assignments to the particular item.
181
This function gives you a good location to look at an Item, review all its attributes, and
also drill down into various item information that you might want to see to help you make
your planning decisions.
182
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
3. Click the
form.
183
button.
form appears.
6. Enter the Field, Condition and From parameters in the Find Items form.
7. Click on the
8. The
184
9. Check the radio button at the very left of the Item row and all the buttons at the
bottom of the form become enabled.
10. With the item row radio button checked, click on the
button to view the Horizontal Plan for this item.
11. The
form appears.
12. One option you have with the Horizontal Plan is to set Preferences on how the
information is displayed.
185
13. Go to the Tools drop down list in the menu and click on Preferences
14. The
15. On the
TAB you can decide what kind of buckets the
information will be displayed, Days, Weeks or Periods (Period is a Month bucket)
186
16. The check boxes that are checked are the normal pieces of data that Accellent
looks for in a Horizontal plan. Unchecked boxes are generally not used at Accellent.
17. Finished Goods and Raw Materials will have different preferences checked. An
example would be that Finished goods would have Sales Orders and Forecast
checked and Raw Materials would not.
18. Dependent demand applies to Intermediate items and Raw Materials.
19. Gross Requirements is an important piece of data to transmit total amount of
requirements.
20. WIP displays the discrete job in progress for Make items.
21. Purchase orders will display open POs for Buy items.
22. Requisitions will display open Reqs for Buy items.
23. In Receiving displays items that have been received but not placed in Inventory.
24. Planned Orders is what Oracle is recommended to be implemented.
25. Total Supply will display the total amount of items in the plan.
26. Beginning on Hand display current on hand inventory.
27. Projected Available Balance displays on hand quantity if current plan is followed.
28. Safety Stock is the amount of Safety Stock on hand.
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29. Projected on Hand displays the results if the current MRP plan is NOT followed.
NOTE: Line numbers 27 and 29 are very important to a Planner.
30. If you click on the
button it will make changes to the current plan
that you are viewing, but when you return, it will have changed back to what the
parameters were before you made the changes.
it will permanently changed and will display your
31. If you click the
changes when you log back in and will stay that way until you make additional
updates.
32. The
33. Click
34. Close the
35. The
appears. The data is now displayed in Weekly buckets
and since this item is showing Sales Orders and Forecasts we can surmise that it is
a Finished Good.
188
36. You can now view Horizontal Plan data for the item.
37.
negative numbers
displayed due to Planned orders or what Oracle wants you to implement.
are
189
38. To view this data in Excel simply click on the FILE drop down list in the menu and
choose Export.
190
41. You can then transfer to a Excel for easier viewing and formatting.
42. Keep in mind that all numbers listed are aggregates. The number displayed for
Sales Orders is 30000. This is not one order of 30000 but multiple orders and lines
that total up to 30000. The same for all entries.
191
Exception Handling
This section of the Planners workbench will discuss how to use the workbench to view
Exception messages.
1. Login into a Planning Super-user responsibility to view item attributes around Lead
Times. MRP > Workbench.
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
3. Click the
form.
192
button.
form appears.
6. Enter the Field, Condition and From parameters in the Find Items form.
7. Normally you will isolate Exceptions based on your Planner code or the items that
you are responsible for.
8. For this demonstration we will leave the FIND parameters blank and click the
button to show all Exceptions for the current MRP run.
193
9. The
form appears.
10. Normal procedure is to address the Exceptions starting at the BOTTOM of the form
because they are the most urgent ones needing addressing.
. This
12. To drill down for more data about Past Due Sales Orders simply check the radio
button on the row
194
13. The
visible.
14. The quantities are displayed as a negative value because MRP considers sales
orders ad demand and it is displayed negatively.
15. The next step would be to look at each of the Sales order number and determine the
reason they are past due. There are reports that can be run to look at past due sales
orders but this is also a simple place to see the data as well.
form and unclick Past Due Sales orders and click the
radio button.
195
18. The
Orders.
form appears and displays all types of data for Past Due
19. In the Order Number field the numbers are job numbers and PO numbers. Where
the is a number in (2) parenthesis, the indicates a Blanket PO and the number is the
release.
196
20. The next step would be to look at each of the PO and Job numbers and determine
the reason they are past due.
21. Close the
form.
24.
25.
26. If these 7 specific exceptions are handled daily and kept to a minimum, the
remaining exceptions on the list will take care of themselves.
197
Planned Orders
This section of the Planners workbench will discuss how to use the workbench to view
planned orders. Planned orders are also called the recommendation that Oracle wants
you to implement.
1. Login into a Planning Super-user responsibility to view item attributes around Lead
Times. MRP > Workbench.
form will appear. Choose which forecast you want to work in.
2. The
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
3. Click the
form.
198
button or the
button.
5. We will use the
8. Since MRP plans for 18 months out, you should add a time parameter to limit the
results to the time that you plan for. Use either Suggested Due Date or
Suggested Start Date. Since MRP plans everything on DUE date, this is the
recommended parameter.
9. Enter Suggested Due Date Less than (Enter a date 4 weeks in the future)
10. You can also enter your planner code to further aggregate the data.
199
11. For demo purposes we will lonely use the Order type and Suggested Due Date.
button.
200
17. The Properties box will appear and display information about the demand/supply for
that specific line you highlighted in the
form.
form.
19. If you agree with Oracle MRP recommendations then simply click the
radio button on the line you want to release. You now have the
option to change either the Implement Date or Quantity.
201
20. Once you have made your selection and adjustments if any click the
message received.
21. Verify
22. Click on the
icon.
button.
23. The
25. You have now created a Discrete Job for a MAKE item or a Purchase Requisition for
a BUY item.
202
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP Forecasts
to work with. There are varying reasons to have multiple MRP Plans.
203
3. Click the
4. Click on the
button. The
form.
form appears.
6. Click on the
7. The
button.
form appears. Choose your item check box and click on the
button.
204
8. The
form appears. It displays the components that go into the
manufacture of the item.
button.
10. We can now change our preferences to only show the information we are looking
for. Go to Tools > Preferences
205
11. The
form appears. On the
TAB, choose only the
options below to look at Raw Material info for the components of your item.
13. The
form.
NOTE: Beginning on hand will always show just one week on the plan.
14.
15.
16.
206
17. Any Raw materials in Negative numbers should raise warning flags for a planner.
You will also need to consider the LEAD TIME for the raw materials so you have
enough time to bring in the required amount to satisfy demand. This is the best process
to review Raw Material data because the numbers are displayed at an aggregate level.
The data displayed on this form comes from the supply and demand of ALL other items,
not just the Finished Good item component that we started with.
207
button.
208
2. The
form will appear. In the Assembly Field type in the item
number you want to simulate. (211165) Quantity and Start Date.
3. Click on the
4. Click on the
5. The
form appears.
This displays the information that in order to manufacture item 211165 the 4
components listed are required.
6. Click on the
209
7. Click on the
8. The
button.
from will appear.
210
9. The form displays all the Operations needed to manufacture the product.
211
212
Capacity
Version 1.0
213
2. Click on the
button.
214
3. Click the
button.
4. The
form appears.
5. Choose the following report from List of Values.
6. Click the
215
8. Select Plan Name (for capacity plan based on production MRP select
XxxMrpProd, where Xxx are the site code)
9. Select simulation set if required
10. Select number of periods to report
11. Select number of weeks to report
12. Select Sort By, either Department or Resource
13. To limit the report to a specific department enter the department in
Department From or select from the LOV
14. To enter a range of departments enter the starting department in Department
From and the ending department in Department To.
15. To limit the report to a specific resource enter the resource in Resource
From or select from the LOV
16. To limit the report to a range of resources enter the starting resource in
Resource From and the ending resource in Resource To.
17. Click the
18. With the correct report name and parameters entered, click on the
button.
216
button.
21. Click
button.
217
24. Before you do so, please ensure you need it in hard copy as it could be a long
report
25. Click
button to execute.
218
219
220
4. Find the Resource you want to reduce or increase capacity hours, and
click on the Shifts button.
5. Select the Shift that this capacity change is going to impact. (All Shifts
must be updated individually if the change is to impact all shifts.)
221
10. Enter the range of date and time: (Use Ctrl+L to bring up the calendar)
11. When this screen pops up, simply click OK to close it.
222
14. Verify
received.
message
223
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP
Forecasts to work with. There are varying reasons to have multiple MRP
Plans.
3. Click the
form.
224
4. Click on the
button. The
form appears.
6. Click the
7. The
button.
form appears
225
button.
9. The
form is displayed and you can now view all resources
allotted to the manufacture of this item.
10. Only the S resources are the ones that Planning are concerned with. C are
Costing resources.
11. Check all of the CHECK BOXES next to the S resources and click on the
button.
226
12. The
form is in hours.
13. We can now change our preferences to only show the information we are
looking for. Go to Tools > Preferences
227
14. The
TAB, choose
form.
228
229
2. The
form will appear. Choose which forecast you want to work in.
Depending on what site you are working at, you may have multiple MRP
Forecasts to work with. There are varying reasons to have multiple MRP
Plans.
3. Click the
form.
230
4. Click the
5. The
6.
button.
form appears.
Filter the data based on the owning department you wish to see. Optionally you
can also select resource or resource type. (If you enter too many filters you may
not retrieve any data)
7. Click the
8. The
button.
form appears.
On this screen select the scheduled resources (they end in S) by checking the
box next the each line
231
Click the
button
The data that displays can now be exported to excel and saved on your hard
drive
232
233
A dialogue box will display asking if you wish to open, save or cancel the export.
Select save and indicate the file name and directory in which to save it.
234
Be sure to remember where the file is saved and what the name is. You can now
open the data in Excel.
Open Excel and select Open from the menu
235
236
1. The
2. The
button.
button.
form appears.
4. Click the LOV icon in the NAME field and choose the CRP RoutingBased Report from the list.
237
5. Click the
button and the
form appears.
6. Enter the required parameters for your report submission.
7. Click the
238
8. Click the
9. The
239
240
241
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242
This section will discuss how and where to set item attributes that affect planning.
1. Login to an Oracle responsibility that will allow you access to Organization items.
Navigation = Items > Organization Items.
2. Click on the
3. The
the
button.
form will appear. Choose the org you want to work in and click on
button.
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
243
4. The
form appears.
5. Enter the item you are searching for and click the
6. The
button.
form will appear with all the org item attribute data.
7. Once you get to the item master, there are only 2 TABS that we are concerned with
when it comes to Planning considerations and setup.
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
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this item
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
245
9. The
TAB.
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
246
button.
form appears.
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247
4. If you are creating an items safety stock for the first time, click
button.
1. Enter the item in the Default Item field and press the tab key
2. Enter the date this will take effect in the Effective Date field and the safety stock
quantity in the Quantity field
3. Click the
4. Verify
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248
5. Click the
button.
button.
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249
6. The
form appears.
7. The items current Effective Date and Safety Stock Quantity will display and can be
modified.
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
250
4. Select the Inventory tab and Check VMI enabled, enter Approval as Supplier or
Buyer and Method Min- Max Quantities
5. Enter the Minimum and Maximum Quantity fields for this item. These should be
based on historical usage; inventory turns and desired inventory level.
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253
2. Select the ACC Vendor Managed Inventory Report from the list of dropdown
reports available. Click OK
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254
3. Enter the Organization and Supplier name in the Parameters screen. Click OK
and then Submit on the Report screen to actually run the Report
4. The PDF report will list all of those items that were set up as VMI items for this
vendor. This was the set up completed as the first step in this process. Note the
Minimum Qty and Maximum Qty were those that were set up initially for this item
This report can be run multiple times per day and the On-Hand Qty column returns the
inventory level of each item at the time the VMI report is run.
A report frequency and shipment process must be established agreed with the vendor.
For the TRN/Ulbrich agreement a daily VMI report is sent as Ulbrich makes shipments
for some items on a daily basis.
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
255
For other items, the agreement is that Ulbrich will use the Wednesday report to make a
single shipment per week that arrives on Monday at TRN. This reduces the work load
at both TRN and Ulbrich as large spools are only shipped/received one day per week.
Other process management includes carefully reviewing the Supplier OTD report so the
vendor does not receive a negative rating for shipping material early. While this OTD
review and adjustment is a manual process, it is MUCH less work than managing
multiple PO receipts/inventory of items that the vendor is supposed to be managing.
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256
Item Workbench
Item Workbench
The item workbench provides a single interface from which all information about a
specific item can be retrieved. This includes the item definition, what customer orders
this item is part of, the quantity on hand, and pricing for the item.
The item workbench has view only capability but from it you can access Oracle screens
to view and/or modify information. You can only access information you normally see
based on your Oracle responsibility.
The Item Workbench screens also support query with F11 and Ctrl F11
Click Refresh on each screen to display information
1. Navigate through any responsibility that has Item Workbench. For this demo
we will use the Planning Super User responsibility. Navigation may be different
for other responsibilities in Accellent.
2. Navigation = Inventory Inquiry > Item Workbench
3. The
form appears.
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257
4. In the Item field, enter the item number or select from the LOV
5. Click on the
button.
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258
6. You can also search for item information using the Item By Desc, QOH by
Item, QOH by Desc, and Customer Item fields as well.
7. The Master Item tab will be highlighted and display information about the item set
up. Information for the item will include whether it is a purchased and
purchasable, whether it is an inventory item, who the default planner is and what
category sets it is part of.
8. The Show Item, Maintain Lots, Item Master and Item Costs and Quality Specs
buttons will display Oracle screens. If you do not have the authority to display
these screens, an error message will display.
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9. When the Item Workbench opens Oracle screens, the item number is not always
populated. If it is not you can cut and paste it into the Oracle screens.
10. To return to the Item Workbench use F4. This will close all Oracle screens that
have been opened.
tab to view both the available quantities for the organization
11. Click the
and the sub inventories.
12. If you have access to multiple organizations use the
different organization.
field to select a
13. The buttons on the right Item Supply/Dem, View Lots, Supply Demand, Subinv
Xfer, Inter-Org Xfer, Misc Trans, and Detailed QOH will display Oracle screens.
tab and
15. The line details display in the middle of the screen. The order header information
for a selected line will display on the bottom of the screen
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260
16. The Update Order, Customer Std and Order Organizer will display Oracle
screens.
Note: This will only display information if you are viewing an item that is
purchased and not manufactured
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261
22. The Purchase Order, Supplier Info and View Supplier buttons will display Oracle
screens
to see BOM details for this item or Indent BOM to see the
24. Click
25. Update BOM, ECOs and Where Used will display Oracle screens
26. Component WB will display the item on the line selected in the Item Workbench.
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263
30. Click
to view the Catalog group for this item and the values that have
been set up for it. Each item can only be part of one catalog. Catalog and item
categories are NOT the same. Update Item will display an Oracle screen
31. Click
to view customer items that have been assigned to the internal
item displayed
32. Customer Item and Customer Item Xrefs will display Oracle screens
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35. The
tab will display all items in a specific category set and catalog.
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GLOSSARY
AcceptableEarlyDays Anitemattributethe
planningprocessusestodecidewhento
suggestreschedulingordersfortheitemto
anearlierdate. Theplanningprocessonly
suggestsreschedulingordersfortheitemif
theorderisduetobereceivedintoinventory
beforetheacceptableearlydate. This
attributeisusedwhenitismoreeconomical
tobuildandcarryexcessinventoryfora
shorttimethanitistorescheduletheorder.
Thisattributeappliestodiscretelyplanned
itemsonly. Theattributeforrepetitively
planneditemsisOverrunPercentage
AcceptableRateDecrease Anitemattribute
theplanningprocessusestodecidehow
muchtodecreasecurrentdailyratesforthe
iteminsidetheplanningtimefence. The
planningprocessdoesnotsuggestanew
dailyratelessthanthecurrentdailyrate
minustheacceptableratedecreaseamount.
Ifyoudonotdefineavalueforthisattribute,
theplanningprocessassumesthatthereisno
lowerlimittothenewdailyrateitcan
suggestfortheiteminsidetheplanningtime
fence. Ifyousetthisattributetozero,the
planningprocessassumesitcannotsuggest
anyratelessthanthecurrentdailyrate
insidetheplanningtimefence. Inventory
defaultsthevalueofthisattributetozero.
Thisattributeletsyouminimizeshortterm
disruptiontoshopfloorschedulesby
restrictingshorttermratechange
suggestions. Thisattributeappliesto
repetitivelyplanneditemsonly.
AcceptableRateIncrease Anitemattribute
theplanningprocessusestodecidehow
muchtoincreasecurrentdailyratesforthe
iteminsidetheplanningtimefence. The
planningprocessdoesnotsuggestanew
dailyratethatisgreaterthanthecurrent
dailyrateplustheacceptablerateincrease
amount. Ifyoudonotdefineavalueforthis
attribute,theplanningprocessassumesthere
isnoupperlimittothenewdailyratethatit
cansuggestfortheiteminsidetheplanning
timefence. Ifyousetthisattributetozero,
theplanningprocessassumesitcannot
suggestanyrategreaterthanthecurrent
dailyrateinsidetheplanningtimefence.
Inventorydefaultsthevalueofthisattribute
tozero. Thisattributeletsyouminimize
shorttermdisruptiontoshopfloorschedules
byrestrictingshorttermratechange
suggestionsandappliestorepetitively
planneditemsonly.
accountingperiod Thefiscalperioda
companyusestoreportfinancialresults,
suchasacalendarmonthorfiscalperiod.
actionmessage OutputoftheMRPprocess
thatidentifiesatypeofactiontobetakento
correctacurrentorpotentialmaterial
coverageproblem.
actionresultApossibleoutcomeofanorder
cycleaction. Youcanassignanynumberof
resultstoacycleaction. Combinationsof
actions/resultsareusedasordercycleaction
prerequisites. Seealsoordercycle,cycle
action.
actualdemand Thedemandfromactualsales
orders,notincludingforecasteddemand.
aggregaterepetitiveschedule Thesumof
detailschedulesforanitemacrossallwork
inprocessmanufacturinglinesintermsofa
dailyrate,andastartandenddate.
aggregateresourcesThesummationofall
requirementsofmultidepartmentresources
acrossalldepartmentsthatuseit.
anchordate Thestartdateofthefirst
repetitiveplanningperiod. Itintroduces
266
consistencyintothematerialplanby
stabilizingtherepetitiveperiodsastime
passessothataplanrunonanyofthedays
duringthefirstplanningperioddoesnot
changedailydemandrates.
appendoption Optionorchoicetoappend
plannedorderstoanMRPplanoranMPS
planduringtheplanningprocess. Append
eitherafterthelastexistingplannedorder,
aftertheplanningtimefence,orfortheentire
plan. Theappendoptionisusedwiththe
overwriteoption. Seeoverwriteoption
applicationbuildingblock Asetoftablesand
modules(forms,reports,andconcurrent
programs)thatimplementcloselyrelated
entitiesandtheirprocessing.
assembletoorder(ATO) Anenvironment
whereyouopenafinalassemblyorderto
assembleitemsthatcustomersorder.
Assembletoorderisalsoanitemattribute
thatyoucanapplytostandard,model,and
optionclassitems.
assignmenthierarchy Youcanassignsourcing
rulesandbillsofdistributiontoasingleitem
inaninventoryorganization,allitemsinan
inventoryorganization,categoriesofitemsin
aninventoryorganization,asite,andan
organization. Theseassignmentshavean
orderofprecedencerelativetooneanother.
assignmentset Agroupofsourcingrules
and/orbillsofdistributionandadescription
oftheitemsand/ororganizationswhose
replenishmenttheycontrol.
automaticrescheduling Reschedulingdone
bytheplanningprocesstoautomatically
changeduedatesonscheduledreceipts
whenitdetectsthatduedatesandneed
datesareinconsistent.
availablecapacity Theamountofcapacity
availableforaresourceorproductionline.
availabletopromise(ATP)Abilitytopromise
productforcustomerordersbasedon
uncommittedinventory,plannedproduction,
andmaterial.
backwardconsumptiondays Anumberof
daysbackwardsfromthecurrentdateused
forconsumingandloadingforecasts.
Consumptionofaforecastoccursinthe
currentbucketandasfarbackasthe
backwardconsumptiondays. Ifthe
backwardconsumptiondaysentersanother
bucket,theforecastalsoconsumesanywhere
inthatbucket. Whenloadingaforecast,only
forecastsofthecurrentdateminusthe
backwardconsumptiondaysareloaded.
Therefore,youcanusebackward
consumptiondaystoloadforecaststhatare
pastdue.
basemodel Themodelitemfromwhicha
configurationitemwascreated.
billofdistribution Specifiesamultilevel
replenishmentnetworkofwarehouses,
distributioncenters,andmanufacturing
centers(plants).
billofmaterialAlistofcomponentitems
associatedwithaparentitemand
informationabouthoweachitemrelatesto
theparentitem. OracleManufacturing
supportsstandard,model,optionclass,and
planningbills. Theiteminformationonabill
dependsontheitemtypeandbilltype. The
mostcommontypeofbillisastandardbillof
material. Astandardbillofmaterialliststhe
componentsassociatedwithaproductor
subassembly. Itspecifiestherequired
quantityforeachcomponentplusother
informationtocontrolworkinprocess,
materialplanning,andotherOracle
Manufacturingfunctions. Alsoknownas
productstructures.
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billofresourceset Agroupofbillsof
resources. Abillofresourcesetcanhaveone
ormanybillsofresourceswithinit.
capacitytoavailablecapacity,basedona
billofresources Alistofeachresource
and/orproductionlinerequiredtobuildan
assembly,model,oroption.
billtoaddress Thecustomersbilling
address. Itisalsoknownasinvoiceto
address. Itisusedasalevelofdetailwhen
definingaforecast. Ifaforecasthasabillto
addressassociatedwithit,asalesorderonly
consumesthatforecastifthebilltoaddress
isthesame.
bucketdays Thenumberofworkdayswithin
arepetitiveplanningperiod.
byproduct Materialproducedasaresidualof
aproductionprocess. Representedby
negativeusageinthebillofmaterialforan
assembly.
CalculateATP Anitemattributetheplanning
processusestodecidewhentocalculateand
printavailabletopromise(ATP)fortheitem
onthePlanningDetailReport. Theplanning
processcalculatesATPusingthefollowing
formula:
ATP=Plannedproductioncommitteddemand.
capabletodeliverAbilitytopromiseproduct
forcustomerordersbasedonuncommitted
inventory,plannedproduction,material,
capacity,transportationresources,andtransit
time.
capabletopromiseAbilitytopromiseproduct
forcustomerordersbasedonuncommitted
inventory,plannedproduction,material,and
thecapacityofresources.
capacitymodification Deviationtoavailable
resourcesforaspecificdepartmentshift.
capacityrequirementsplanning Atime
phasedplancomparingrequired
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materialrequirementsplanand
department/resource information. See
routingbasedcapacityandratebased
capacity
foryouwithouttyingupyourterminal.
carryforwarddays Anumberofdaysshifted
forward(orbackwardwhenusinganegative
number)whencopyingaforecastinto
anotherforecastoramasterscheduleinto
anothermasterschedule. Theloadprocess
shiftsanyentriesonthesourceforecast(or
schedule)ontothedestinationforecast(or
schedule)forwardorbackwardbythismany
days.
chaseproductionstrategyAproduction
strategythatvariesproductionlevelsto
matchchangesindemand. Thisproduction
strategyresultsinminimalinventory
carryingcostsattheexpenseoffluctuating
capacityrequirements.
componentdemand Demandpasseddown
fromaparentassemblytoacomponent.
componentitem Anitemassociatedwitha
parentitemonabillofmaterial.
componentyield Thepercentoftheamount
ofacomponentyouwanttoissuetobuildan
assemblythatactuallybecomespartofthat
assembly. Or,theamountofacomponent
yourequiretobuildplustheamountofthe
componentyouloseorwastewhilebuilding
anassembly. Forexample,ayieldfactorof
0.90meansthatonly90%oftheusage
quantityofthecomponentonabillactually
becomespartofthefinishedassembly.
compressiondays Thenumberofdaysthe
planningprocesssuggestsyoucompressthe
order(inotherwords,reducethetime
betweenthestartdateandtheduedate).
concurrentmanager Componentsofyour
applicationsconcurrentprocessingfacility
thatmonitorandruntimeconsumingtasks
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Wheneveryousubmitarequest,suchas
runningareport,aconcurrentmanagerdoes
theworkforyou,lettingyouperformmany
taskssimultaneously.
thatgrossrequirementsforprojectedon
confidencepercent Thedegreeofconfidence
inaforecastthattheforecasteditembecomes
actualdemand. Whenloadingschedules
fromaforecast,theconfidencepercentis
multipliedbytheforecastquantityto
determinetheschedulequantity
configurationitem Theitemthatcorresponds
toabasemodelandaspecificlistofoptions.
BillsofMaterialcreatesaconfigurationitem
forassembletoordermodels.
CRPplannerAprocessthatmayoptionallybe
runaspartoftheplanningprocess. TheCRP
plannercalculatescapacityrequirementsfor
resourcesandproductionlinesusingthe
materialrequirementscalculatedbythe
planningprocess.
currentaggregaterepetitiveschedule The
sumofallcurrentworkinprocessrepetitive
schedulesforanitemforalllinesforagiven
periodintermsofadailyrate,andastart
andenddate. Currentaggregaterepetitive
schedulescanbefirmorpartiallyfirm. Ifall
currentrepetitiveschedulesforanitemare
firm,thenthecurrentaggregaterepetitive
schedulefortheitemisalsofirm. Ifsome,
butnotallthecurrentrepetitiveschedules
foranitemarefirm,thenthecurrent
repetitivescheduleispartiallyfirm.
currentdate Thepresentsystemdate.
currentprojectedonhand Quantityonhand
projectedintothefutureifscheduledreceipts
arenotrescheduledorcancelled,andnew
plannedordersarenotcreatedasper
recommendationsmadebytheplanning
process. Calculatedbytheplanningprocess
ascurrentsupply:(nettablequantityonhand+
scheduledreceipts)grossrequirements. Note
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handdoesnotincludederiveddemandfrom
plannedorders. Notealsothattheplanning
processusescurrentduedatesratherthan
suggestedduedatestopassdowndemand
tolowerlevelitems. Seeprojectedavailable
balance
Usethisattributetoidentifyatimefence
cutoffdate Anindicationofthelastdatetobe
includedinaplanorhorizon.
dailyrate Thenumberofcompleted
assembliesarepetitivescheduleplansto
produceperday. Alsoknownasproduction
rate. Seerepetitiverate
databasediagram Agraphicrepresentationof
applicationtablesandtherelationships
amongthem.
delivertolocation Alocationwhereyou
delivergoodspreviouslyreceivedfroma
suppliertoindividualrequestors.
demandclass Aclassificationofdemandto
allowthemasterschedulertotrackand
consumedifferenttypesofdemand. A
demandclassmayrepresentaparticular
groupingofcustomers,suchasgovernment
andcommercialcustomers. Demandclasses
mayalsorepresentdifferentsourcesof
demand,suchasretail,mailorder,and
wholesale.
demandmanagement Thefunctionof
recognizingandmanagingalldemandsfor
products,toensurethemasterscheduleris
awareofthem. Thisencompasses
forecasting,ordermanagement,order
promising(availabletopromise),branch
warehouserequirements,andothersources
ofdemand.
DemandTimeFence Itemattributeusedto
determineafuturetimeinsidewhichthe
planningprocessignoresforecastdemand
andonlyconsiderssalesorderdemandwhen
calculatinggrossrequirementsforanitem.
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insidewhichyouwishtobuildtosalesorder
demandonlytoreducetheriskofcarrying
excessinventory. AvalueofCumulative
manufacturingleadtimemeansMaster
Scheduling/MRP calculatesthedemand
timefencefortheitemastheplandate(or
thenextworkdayiftheplanisgeneratedon
anonworkday)plusthecumulative
manufacturingleadtimefortheitem. A
valueofCumulativetotalleadtimemeans
MasterScheduling/MRP calculatesthe
demandtimefencefortheitemastheplan
date(orthenextworkdayiftheplanis
generatedonanonworkday)plusthetotal
manufacturingleadtimefortheitem. A
valueofTotalleadtimemeansMaster
Scheduling/MRP calculatesthedemand
timefencefortheitemastheplandate(or
thenextworkdayiftheplanisgeneratedon
anonworkday)plusthetotalleadtimefor
theitem. AvalueofUserdefinedtime
fencemeansMasterScheduling/MRP
calculatesthedemandtimefencefortheitem
astheplandate(orthenextworkdayifthe
planisgeneratedonanonworkday)plusthe
valueyouenterforPlanningTimeFence
Daysfortheitem.
DemandTimeFenceDays Itemattributeused
whenyousetthePlanningTimeFence
attributetoUserdefinedtimefence.
MasterScheduling/MRP calculatesthe
demandtimefencefortheitemastheplan
date(orthenextworkdayiftheplanis
generatedonanonworkday)plusthevalue
youenterhere.
department Anareawithinyourorganization
thatconsistsofoneormorepeople,
machines,orsuppliers. Youcanalsoassign
andupdateresourcestoadepartment.
dependentdemand Demandforanitemthat
isdirectlyrelatedtoorderivedfromthe
demandforotheritems.
destinationforecast Theforecastyouload
intowhencopyingaforecastintoanother
forecast.
disabledate AdatewhenanOracle
Manufacturingfunctionisnolonger
availableforuse. Forexample,thiscouldbe
thedateonwhichabillofmaterial
componentorroutingoperationisnolonger
active,orthedateaforecastormaster
scheduleisnolongervalid.
discretejob Aproductionorderforthe
manufactureofaspecific(discrete)quantity
ofanassembly,usingspecificmaterialsand
resources,inalimitedtime. Adiscretejob
collectsthecostsofproductionandallows
youtoreportthosecosts including
variances byjob. Alsoknownaswork
orderorassemblyorder.
distributionresourceplanning(DRP)
Applicationofreplenishmentinventory
calculationstoassistinplanningofkey
resourcescontainedinadistributionsystem,
suchassourcingandtransport. DRPisan
extensionofdistributionrequirements
planning,whichappliesMRPlogicto
inventoryreplenishmentatbranch
warehouses
dockdate Thedateyouexpecttoreceivea
purchaseorder.
DRPSeedistributionresourceplanning
duedate Thedatewhenscheduledreceipts
arecurrentlyexpectedtobereceivedinto
inventoryandbecomeavailableforuse.
effectivedate DatewhenanOracle
Manufacturingfunctionisavailableforuse.
Forexample,thiscouldbethedateabillof
materialcomponentorroutingoperation
becomeseffective,orthedateyouanticipate
reviseditemchangesbecomepartofabillof
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materialandcannolongerbecontrolledby
anECO.
endassemblypegging APeggingitem
attributeoptiontheplanningprocessusesto
decidewhentocalculateandprintend
assembliesfortheitemonthePlanning
DetailReport. Evenifyoudonotselectthis
option,youcanstillcalculateandviewend
assembliesfortheitemonline.
enddate Signifiesthelastdateaparticular
quantityshouldbeforecastonaforecast
entry.Fromtheforecastdateuntiltheend
date,thesamequantityisforecastforeach
day,weekorperiodthatfallsbetweenthat
timeframe. Anentrywithoutanenddateis
scheduledfortheforecastdateonly.
enditem Anyitemthatcanbeorderedor
sold. Seefinishedgoodandproduct
engineeringchangeorder(ECO)Arecordof
revisionstooneormoreitemsusually
releasedbyengineering.
engineeringitemAprototypepart,material,
subassembly,assembly,orproductyouhave
notyetreleasedtoproduction. Youcan
order,stock,andbuildengineeringitems.
entity Adataobjectthatholdsinformationfor
anapplication.
exceptionmessage Amessagereceived
indicatingasituationthatmeetsyour
predefinedexceptionsetforanitem,suchas
Itemsthatareovercommitted,Itemswithexcess
inventory,andOrderstoberescheduledout.
finishedgood Anyitemsubjecttoacustomer
orderorforecast. Seealsoproduct
firmplannedorder AnMRPplannedorder
thatisfirmedusingthePlannerWorkbench.
Thisallowstheplannertofirmportionsof
thematerialplanwithoutcreatingdiscrete
jobsorpurchaserequisitions. Unlikeafirm
order,aMRPfirmplannedorderdoesnot
createanaturaltimefenceforanitem.
firmscheduledreceiptAreplenishmentorder
thatisnotmodifiedbyanyplanningprocess.
Itmaybeapurchaseorder,discretejob,or
repetitiveschedule. Anorderisfirm
plannedsothattheplannercancontrolthe
materialrequirementsplan.
FixedDaysSupply Anitemattributethe
planningprocessusestomodifythesizeand
timingofplannedorderquantitiesforthe
item. Theplanningprocesssuggests
plannedorderquantitiesthatcovernet
requirementsfortheperioddefinedbythe
valueyouenterhere. Theplanningprocess
suggestsoneplannedorderforeachperiod.
Usethisattribute,forexample,toreducethe
numberofplannedorderstheplanning
processwouldotherwisegeneratefora
discretelyplannedcomponentofa
repetitivelyplanneditem.
FixedLotSizeMultiplier Anitemattribute
theplanningprocessusestomodifythesize
ofplannedorderquantitiesorrepetitive
dailyratesfortheitem. Fordiscretely
planneditems,whennetrequirementsfall
shortofthefixedlotsizemultiplierquantity,
theplanningprocesssuggestsasingleorder
forthefixedlotsizemultiplierquantity.
Whennetrequirementsfortheitemexceed
thefixedlotsizemultiplierquantity,the
planningprocesssuggestsasingleorder
withanorderquantitythatisamultipleof
thefixedlotsizemultiplierquantity.For
repetitivelyplanneditems,whenaverage
dailydemandforarepetitiveplanning
periodfallsshortofthefixedlotsize
multiplierquantity,theplanningprocess
suggestsarepetitivedailyrateequaltothe
fixedlotsizemultiplierquantity. When
averagedailydemandforarepetitive
planningperiodexceedsthefixedlotsize
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multiplierquantity,theplanningprocess
suggestsarepetitivedailyratethatisa
multipleofthefixedlotsizemultiplier
quantity.
fixedorderquantity Anitemattributethe
planningprocessusestomodifythesizeof
plannedorderquantitiesorrepetitivedaily
ratesfortheitem. Whennetrequirements
fallshortofthefixedorderquantity,the
planningprocesssuggeststhefixedorder
quantity. Whennetrequirementsforthe
itemexceedthefixedorderquantity,the
planningprocesssuggestsmultipleorders
forthefixedorderquantity. Fordiscretely
planneditems,usethisattributetodefinea
fixedproductionorpurchasingquantityfor
theitem. Forrepetitivelyplanneditems,use
thisattributetodefineafixedproduction
ratefortheitem. Forexample,ifyour
supplierscanonlysupplytheiteminfull
truckloadquantities,enterthefulltruckload
quantityasthefixedorderquantityforthe
item.
flowmanufacturing Manufacturing
philosophyutilizingproductionlinesand
schedulesinsteadofworkorderstodrive
production.Mixedmodelsaregroupedinto
familiesandproducedonlinesbalancedto
theTAKTtime.
focusforecasting Asimulationbased
forecastingprocessthatlooksatpast
inventoryactivitypatternstodeterminethe
bestsimulationforpredictingfuture
demand.
forecast Anestimateoffuturedemandon
inventoryitems. Aforecastcontains
informationontheoriginalandcurrent
forecastquantities(beforeandafter
consumption),theconfidencefactor,andany
specificcustomerinformation. Youcan
assignanynumberofinventoryitemstothe
forecastandusethesameiteminmultiple
forecasts. Foreachinventoryitemyou
specifyanynumberofforecastentries.
forecastconsumption Theprocessof
subtractingdemandgeneratedbysales
ordersfromforecasteddemandthereby
preventingdemandbeingcountedtwicein
theplanningperiod.
ForecastControl Anitemattributeusedto
determinethetypesofdemandyouplacefor
theitem. MasterScheduling/MRP usesthe
optionyouchooseheretoguidethebehavior
ofthekeyprocessesinvolvedintwolevel
masterscheduling:forecastexplosion,
forecastconsumption,planning,production
relief,andshipmentrelief. Thisattributeis
onlyappropriateforitemsthataremodels,
optionclasses,options,ormandatory
componentsofmodelsandoptionclasses. A
valueofConsumemeansyouforecast
demandfortheitemdirectly,ratherthan
explodingforecastdemandtotheitemusing
theforecastexplosionprocess. Avalueof
Consumeandderivemeansyouforecast
demandfortheitemdirectly,oryouexplode
forecastdemandtotheitemusingthe
forecastexplosionprocess,oryouusea
combinationofbothmethodstoforecast
demandfortheitem. AvalueofNone
meansyouplacesalesorderdemandbutdo
notforecastdemandfortheitem.
forecastdate Thedateforaforecastentryfor
anitem. Aforecastforanitemhasaforecast
dateandanassociatedquantity.
forecastdemand Apartofyourtotaldemand
thatcomesfromforecasts,notactualsales
orders.
forecastenddateAforecastenddateimplies
thatuntilthatdate,thesamequantityis
scheduledforeachday,week,orperiodthat
fallsbetweentheforecastdateandtheend
date. Aforecastdatewithnoforecastend
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dateisthequantityforthatparticularday,
week,orperiod,dependingonthebucket
size.
forecastenditem Theparentitemfor
componentsthatreceiveexplodedforecasts
duringforecastexplosion. Usedtoidentify
thehighestlevelplanningormodelitem
fromwhichforecastsforacomponentcanbe
exploded.
forecastentryAforecastforaninventoryitem
statedbyadate,anoptionalrateenddate,
andquantity.
forecastexplosion Explosionoftheforecast
forplanningandmodelbillsofmaterial. The
forecasteddemandfortheplanningormodel
billispasseddowntocreateforecasted
demandforitscomponents. Youcanchoose
toexplodetheforecastwhenloadinga
forecast.
forecastsetAgroupofcomplementing
forecasts. Foreachforecastset,youspecifya
forecastlevel,consumptionuse,updatetime
fencedays,outlierupdatepercents,disable
date,defaulttimebucketanddemandclass.
Aforecastsetcanhaveoneormanyforecasts
withinit.
forwardconsumptiondays Anumberofdays
forwardfromthecurrentdateusedfor
consumingandloadingforecasts.
Consumptionofaforecastoccursinthe
currentbucketandasfarforwardasthe
forwardconsumptiondays. Iftheforward
consumptiondaysentersanotherbucket,the
forecastconsumesanywhereinthatbucket,
aswell.
grossrequirements Thetotalofindependent
anddependentdemandforanitembefore
thenettingofonhandinventoryand
scheduledreceipts.
forecastlevel Thelevelatwhichaforecastis
defined. Also,thelevelatwhichtoconsume
aforecast. Exampleforecastlevelsinclude
items,customers,customerbillto,and
customershiptolocations.
forecastload Theprocessofcopyingoneor
moresourceforecastsintoasingle
destinationforecast. Whencopying
forecasts,youcanchoosetooverwriteallora
subsetofexistingentriesinthedestination
forecast,specifywhethertoexplodethe
sourceforecast,andspecifywhetherto
consumethesourceforecast. Youcanchoose
tomodifythesourceforecastbya
modificationpercent,orrollthesource
forecastforwardorbackwardbyaspecified
numberofcarryforwarddays. Youcanalso
loadcompiledstatisticalandfocusforecasts
fromInventory,andyoucanusetheforecast
interfacetabletoloadforecastsintoMaster
Scheduling/MRP fromexternalsources.
hardreservation Salesorderdemandthatyou
firmbyreservingselectedinventoryforthe
purposesofmaterialplanning,availableto
promisecalculations,andcustomerservice
issues.
independentdemand Demandforanitem
unrelatedtothedemandforotheritems.
internalrequisitionSeeinternalsalesorder,
purchaserequisition.
internalsalesorderArequestwithinyour
companyforgoodsorservices. Aninternal
salesorderoriginatesfromanemployeeor
fromanotherprocessasarequisition,suchas
inventoryormanufacturing,andbecomesan
internalsalesorderwhentheinformationis
transferredfromPurchasingtoOrder
Management. Alsoknownasinternal
requisitionorpurchaserequisition.
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kanban Avisualsignaltodrivematerial
replenishment. AKanbansystemdelivers
materialintoproductionasneededtomeet
demand.
leadtimeline TheproductionlineBillsof
Materialusestocalculatetheprocessinglead
timeforaparticularrepetitiveassembly,
sinceleadtimesmayvaryondifferent
productionlines.
levelproductionstrategyAproduction
strategythatmaintainsstableproduction
levelsdespitechangesindemand. Thelevel
productionstrategyresultsinminimal
fluctuationsincapacityrequirementsatthe
expenseofadditionalinventorycarrying
costs.
linebalancing Organizingworkonthe
productionlinesothatresourcescanbe
synchronizedtodailydemand.
linepriority Thelinepriorityindicateswhich
productionlinetousetobuildassemblies.
Youcreaterepetitiveschedulesonthe
highestprioritylinefirst,then,iftheline
capacityislessthandemand,additional
repetitiveschedulesarecreatedonother
linesindecreasingorderoftheirlinepriority.
Forexample,ifdemandisfor1000unitsper
dayontwolineswithadailycapacityof750,
thelinewiththehighestpriorityisloaded
with750andthelowerprioritylinewith250.
Forlinesofequalpriority,theloadis
allocatedevenlyacrosslines.
loadfactor Themaximumhourratedivided
bytheproductionrateforagivenrepetitive
assemblyandproductionline.
loadrate Therequiredratemultipliedbythe
loadfactorforagivenproductionline.
loadratio Requiredcapacitydividedby
availablecapacity.
loaderworker Anindependentconcurrent
processinplanningengine,launchedbythe
snapshotmonitor,thatloadsdatafrom
operatingsystemfilesintotables.
lowlevelcode Anumberthatidentifiesthe
lowestlevelinanybillofmaterialthata
componentappears. Lowlevelcodesare
usedbytheMRPplannertoensurethatnet
requirementsforthecomponentarenot
calculateduntilallgrossrequirementsfrom
parentitemshavefirstbeencalculated.
MakeorBuy AnitemattributethePlanner
Workbenchusestodefaultanappropriate
valueforimplementationtypewhen
implementingplannedordersfortheitem.
AvalueMakemeanstheitemisusually
manufactured. ThePlannerWorkbench
defaultstheimplementationtypefor
plannedordersfortheitemtoDiscretejob.
Theplanningprocesspassesdemanddown
frommanufactureditemstolowerlevel
components. AvalueofBuymeanstheitem
isusuallypurchased. ThePlanner
Workbenchdefaultstheimplementationtype
forplannedordersfortheitemtoPurchase
requisition. Theplanningprocessdoesnot
passdemanddownfrompurchaseditemsto
lowerlevelcomponents.
manualrescheduling Themostcommon
methodofreschedulingscheduledreceipts.
Theplanningprocessprovidesreschedule
messagesthatidentifyscheduledreceipts
thathaveinconsistentduedatesandneed
dates. Theimpactonlowerlevelmaterial
andcapacityrequirementsareanalyzedby
materialplannersbeforeanychangeismade
tocurrentduedates.
masterdemandschedule Theanticipatedship
scheduleintermsofratesordiscrete
quantities,anddates.
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masterproductionschedule(MPS) The
anticipatedbuildscheduleintermsofrates
ordiscretequantities,anddates.
ofplannedorderquantitiesorrepetitive
masterschedule Thenamereferringtoeither
amasterproductionscheduleoramaster
demandschedule. Seemasterdemand
scheduleandmasterproductionschedule
masterscheduleload Theprocessofcopying
oneormoresourceforecasts,master
schedules,orsalesordersintoasingle
destinationmasterschedule. Whencopying
forecasts,youcanchoosetoincludeallora
subsetofsalesorders,specifywhetherto
considerdemandtimefence,andspecify
whethertoconsumethesourceforecast
duringtheload. Youcanalsospecifyupdate
optionstocontrolconsumptionofthesource
forecastduringtheload. Whencopying
masterschedules,youcanchoosetomodify
thesourcemasterschedulebyaspecified
numberofcarryforwarddays. When
loadingsalesorders,youcanchoosetoload
allorasubsetofsalesorders,andyoucan
specifywhethertoconsiderthedemandtime
fenceduringtheload. Youcanusethe
masterscheduleinterfacetabletoload
masterschedulesfromexternalsources.
materialrequirementsplanning(MRP) A
processthatutilizesbillofmaterial
information,amasterschedule,andcurrent
inventoryinformationtocalculatenet
requirementsformaterials.
materialschedulingmethod Duringthe
planningprocess,themethodusedto
determinewhentostagematerialusedinthe
productionofadiscretejob. Youcan
schedulematerialtoarriveontheorderstart
dateortheoperationstartdatewherea
componentisrequired.
MaximumOrderQuantity Anitemattribute
theplanningprocessusestomodifythesize
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dailyratesfortheitem. Fordiscretely
planneditems,whennetrequirements
exceedthemaximumorderquantity,the
planningprocesssuggeststhemaximum
orderquantity.Forrepetitivelyplanned
items,whenaveragedailydemandfora
repetitiveplanningperiodexceedsthe
maximumorderquantity,theplanning
processsuggeststhemaximumorder
quantityastherepetitivedailyrate. Usethis
attribute,forexample,todefineanorder
quantityabovewhichyoudonothave
sufficientcapacitytobuildtheitem.
maximumrate Themaximumnumberof
completedassembliesaproductionlinecan
produceperhour.
memorybasedplanner Theprocessinthe
memorybasedplanningenginethat
performsagrosstonetexplosion. Under
thestandardplanningengine,theplanner
performsmemorybasedplannerfunctions.
memorybasedplanningengine Aplanning
enginethatdrivestheplanningprocess. It
performsthegrosstonetexplosionin
memoryandoffersashortoverallplanning
runtime. Itemploysahighdegreeof
concurrencyamongsnapshottasks,
eliminatesnonvalueaddedoperations,and
combinesrelatedtasksintoasingletask.
Thisplanningengineconsistsofonlyone
phase,thesnapshot,inwhichallplanning
tasksoccur.
memorybasedsnapshot Partofthesnapshot
phase,listingtheitemsforplanningand
performingselectedsnapshottasks.
minimumfirmrate Theaggregateschedule
thatispartiallyfirmsinceonlysomeofthe
detailschedulesarefirmwithinaparticular
timeframe
MinimumOrderQuantity Anitemattribute
theplanningprocessusestomodifythesize
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ofplannedorderquantitiesorrepetitive
dailyratesfortheitem. Fordiscretely
planneditems,whennetrequirementsfall
shortoftheminimumorderquantity,the
planningprocesssuggeststheminimum
orderquantity.Forrepetitivelyplanned
items,whenaveragedailydemandfora
repetitiveplanningperiodfallsshortofthe
minimumorderquantity,theplanning
processsuggeststheminimumorder
quantityastherepetitivedailyrate. Usethis
attribute,forexample,todefineanorder
quantitybelowwhichitisnotprofitableto
buildtheitem.
minimumrate Theminimumnumberof
completedassembliesaproductionlinecan
produceperhour.
mixedmodelmap Usedtodesignbalanced
lines.Theprojectedvolumeandmixof
demandforagroupofproductsisusedto
calculateweightedaverageworkcontent
times.TheseaveragesarecomparedtoTAKT
timeinordertoregroupeventsintobalanced
operations,andreallocateresources.
modelbillofmaterial Abillofmaterialfora
modelitem. Amodelbilllistsoptionclasses
andoptionsavailablewhenyouplacean
orderforthemodelitem.
modificationpercent Usedtomodifythe
destinationmasterscheduleentriesor
forecastentriesyouareloadingbyapercent
ofthesourceentries.
module Aprogramorprocedurethat
implementsoneormorebusinessfunctions,
orpartsofabusinessfunctioninan
application. Modulesincludeforms,
concurrentprograms,andsubroutines.
MPSSeemasterproductionschedule.
MPSexplosionlevel Anoptionforamaster
demandschedulethatletsyoulimitthe
explosionthroughunnecessarylevelsduring
theMPSplanningprocess. Settheexplosion
leveltothelowestlevelonthebillofmaterial
thatanMPSplanneditemexistssothe
planningprocessdoesnotneedtosearch
throughalllevelsforMPSplanneditems.
MPSplan Asetofplannedordersand
suggestionstoreleaseorrescheduleexisting
schedulereceiptsformaterialtosatisfya
givenmasterscheduleforMPSplanned
itemsorMRPplanneditemsthathavean
MPSplannedcomponent. Statedindiscrete
quantitiesandorderdates.
MPSplanneditem Anitemcontrolledbythe
masterschedulerandplacedonamaster
productionschedule. Theitemiscriticalin
termsofitsimpactonlowerlevel
componentsand/orresources,suchas
skilledlabor,keymachines,ordollars. The
masterschedulermaintainscontrolforthese
items.
MRP Seematerialrequirementsplanning.
MRPplan Asetofplannedordersand
suggestionstoreleaseorrescheduleexisting
schedulereceiptsformaterialtosatisfya
givenmasterschedulefordependent
demanditems. Statedindiscretequantities
andorderdates.
MRPPlanningMethod Anitemattribute
usedtodecidewhentoplantheitem. A
valueofMPSplanningmeanstheitemis
plannedbytheMPSplanningprocess. Itis
anitemthatyoumasterscheduleandfor
whichyourequiremanualcontrol. Choose
thisoptionforitemswithindependent
demand,itemsthatarecriticaltoyour
business,oritemsthatcontrolcritical
resources. AvalueofMRPplanningmeans
theitemisplannedbytheMRPplanning
process. Choosethisoptionfornoncritical
itemsthatdonotrequiremanualcontrol.
Thesearetypicallydependentdemand
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items. AvalueofDRPplanningmeansthe
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itemisplannedbytheDRPplanning
process. AvalueofDRP&MRPmeansthe
itemisplannedbyeitheraDRPplanningor
MRPplanningprocess. AvalueofDRP&
MPSmeanstheitemisplannedbyeithera
DRPplanningorMPSplanningprocess. A
valueofNonemeanstheitemisneither
MPSplannedorMRPplanned. Itdoesnot
requirelongtermplanplanningofmaterial
requirements. Choosethisoptionforhigh
volumeand/orlowcostitemsthatdonot
warranttheadministrativeoverheadof
materialrequirementsplanning. Theseare
typicallydependentdemanditems.
includeditems.
MRPplanneditem AnitemplannedbyMRP
duringtheMRPplanningprocess.
multidepartmentresourceAresourcewhose
capacitycanbesharedwithother
departments.
nervousness CharacteristicexhibitedbyMRP
systemswhereminorchangestoplansat
higherbillofmateriallevels,forexampleat
themasterproductionschedulelevel,cause
significantchangestoplansatlowerlevels.
netchangesimulation Processusedtomake
changestosupplyanddemandandreplan
them.
netrequirements Deriveddemanddueto
applyingtotalsupply(onhandinventory,
scheduledreceipts,andsafetystock
quantities)againsttotaldemand(gross
requirementsandreservations). Net
requirements,lotsizedandoffsetforlead
time,becomeplannedorders.Typicallyused
forrework,prototype,anddisassembly.
option Anoptionalitemcomponentinan
optionclassormodelbillofmaterial.
optionclass Agroupofrelatedoptionitems.
Anoptionclassisorderableonlywithina
model. Anoptionclasscanalsocontain
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optionclassbillofmaterial Abillofmaterial
foranoptionclassitemthatcontainsalistof
relatedoptions.
ratefortheitemifthecurrentdailyrate
optionitem Anonmandatoryitem
componentinanoptionclassormodelbillof
material.
orderdate Thedateanorderforgoodsor
servicesisentered. Seealsoworkorderdate.
ordermodifier Anitemattributethatcontrols
thesizeofplannedorderssuggestedbythe
planningprocesstomimicyourinventory
policies.
organization Abusinessunitsuchasaplant,
warehouse,division,department,andsoon.
OrderManagementreferstoorganizationsas
warehousesonallOrderManagement
windowsandreports.
origination Thesourceofaforecastentryor
masterscheduleentry. Whenyouloada
forecastormasterschedule,theorigination
tracesthesourceusedtoloadit. Thesource
canbeaforecast,masterschedule,sales
order,ormanualentry.
outlierquantity Theamountofsalesorderleft
overafterthemaximumallowableamount
(outlierupdatepercent)wasusedto
consumeaforecast.
outlierupdatepercent Themaximumpercent
oftheoriginalquantityforecastthatasingle
salesorderconsumes. Itisusedtolimit
forecastconsumptionbyunusuallylarge
salesorders
overload Aconditionwhererequiredcapacity
foraresourceorproductionisgreaterthan
availablecapacity.
overrunpercentage Anitemattributethe
planningprocessusestodecidewhento
suggestnewdailyratesfortheitem. The
planningprocessonlysuggestsanewdaily
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exceedsthesuggesteddailyratebymore
thantheacceptableoverrunamount. This
attributeletsyoureducenervousnessand
eliminateminorratechange
recommendationswhenitismore
economicaltocarryexcessinventoryfora
shorttimethanitistoadministertherate
change. Thisattributeappliestorepetitively
planneditemsonly. Therelatedattributefor
discretelyplanneditemsisAcceptableEarly
Days. Seeacceptableearlydays
overwriteoption Optiontooverwriteexisting
ordersonanMRPplanoranMPSplan
duringtheplanningprocess. Without
overwriting,youcankeepyourexisting
smoothedentriesaswellasaddnewones.
Byoverwriting,youerasetheexistingentries
andaddnewoneaccordingtothecurrent
demand. Theoverwriteoptioninusedwith
theappendoption. Seeappendoption.
paybackdemandTemporarymaterialtransfer
whenoneprojectborrowsdemandfrom
anotherproject.
paybacksupplyTemporarymaterialtransfer
whenoneprojectlendssupplyto another
project.
percentofcapacity Therequiredhours
dividedbytheavailablehoursforanygiven
department,resource,andshiftcombination.
period Seeaccountingperiod.
phantomassembly AnassemblyWorkin
Processexplodesthroughwhenitcreatesthe
billofmaterialforajoborschedule. A
particularassemblycanbeaphantom
assemblyononebillandasubassemblyon
another.
pipe Allowssessionsinthesamedatabase
instancetocommunicatewitheachother.
Pipesareasynchronous,allowingmultiple
readandwriteaccesstothesamepipe.
planhorizon Thespanoftimefromthe
currentdatetoafuturedatethatmaterial
plansaregenerated. Planninghorizonmust
coveratleastthecumulativepurchasingand
manufacturingleadtimes,andisusually
quiteabitlonger.
plannedorder Asuggestedquantity,release
date,andduedatethatsatisfiesnetitem
requirements. MRPownsplannedorders,
andmaychangeordeletetheordersduring
subsequentMRPprocessingifconditions
change. MRPexplodesplannedordersat
onelevelintogrossrequirementsfor
componentsatthenextlowerlevel
(dependentdemand). Plannedordersalong
withexistingdiscretejobsalsoserveasinput
tocapacityrequirementsplanning,
describingthetotalcapacityrequirements
throughouttheplanninghorizon.
plannedpurchaseorder Atypeofpurchase
orderyouissuebeforeyouorderactual
deliveryofgoodsandservicesforspecific
datesandlocations. Younormallyentera
plannedpurchaseordertospecifyitemsyou
wanttoorderandwhenyouwantdelivery
oftheitems. Youlaterenterashipment
releaseagainsttheplannedpurchaseorder
whenyouactuallywanttoordertheitems.
plannerdeleteworker Anindependent
concurrentprocess,launchedbythe
memorybasedplanner,thatremoves
previousplanoutputfromthetables. Itruns
onlywhenthememorybasedplannerruns
withoutthesnapshot.
PlannerWorkbench YoucanusethePlanner
Workbenchtoactonrecommendations
generatedbytheplanningprocessforaplan.
Youcanimplementplannedordersas
discretejobsorpurchaserequisitions,
maintainplannedorders,reschedule
scheduledreceipts,andimplementrepetitive
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schedules. Youcanchooseallsuggestions
fromanMRPplan,oronlythosethatmeeta
certaincriteria.
theMPSplanningprocesswhenplanning
planningbillofmaterial Abillofmaterialfor
aplanningitemthatcontainsalistofitems
andplanningpercentages. Youcanusea
planningbilltofacilitatemasterscheduling
and/ormaterialplanning. Thetotaloutput
ofaplanningbillofmaterialisnotlimitedto
100%(itcanexceedthisnumberbyany
amount).
planningexceptionset Asetofsensitivity
controlsusedtodefineexceptionsinyour
plan. Youdefinetheexceptionsetaccording
toyourselectedcriteriaandthenreporton
exceptionsthatmeetthosecriteria. Youcan
assignanexceptionsettoanitem.
PlanningExceptionSet Anitemattributethe
planningprocessusestodecidewhento
raiseplanningexceptionsfortheitem. Enter
thenameoftheplanningexceptionsetthat
groupstogetherthesensitivitycontrolsand
exceptiontimeperiodsforitemlevel
planningexceptionsfortheitem. Theitem
levelplanningexceptionsinclude:
overcommitted,shortage,excess,and
repetitivevariance.
planninghorizon Theamountoftimea
masterscheduleextendsintothefuture.
planningmanagerAprocessthatperforms
onceadayandperiodmaintenancetasks.
Thesetasksincludeforecastconsumption,
masterschedulerelief,forecastandmaster
scheduleloads,andothermiscellaneousdata
cleanupactivities.
planningprocess Thesetofprocessesthat
calculatesnetmaterialandresource
requirementsforanitembyapplyingon
handinventoryquantitiesandscheduled
receiptstogrossrequirementsfortheitem.
Theplanningprocessisoftenreferredtoas
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MPSplanneditemsonly,andtheMRP
planningprocesswhenplanningbothMPS
andMRPplanneditemsatthesametime.
Maintainrepetitiveplanningperiodsis
anotheroptionalphaseintheplanning
process.
Daysfortheitem.
PlanningTimeFence AMaster
Scheduling/MRP itemattributeusedto
determineafuturepointintimeinsidewhich
therearecertainrestrictionsontheplanning
recommendationstheplanningprocesscan
makefortheitem. Fordiscretelyplanned
items,theplanningprocesscannotsuggest
newplannedordersfortheitemorsuggest
reschedulingexistingordersfortheitemto
anearlierdate. Forrepetitivelyplanned
items,theplanningprocesscanonlysuggest
newdailyratesthatfallinsidetheacceptable
rateincreaseandacceptableratedecrease
boundariesdefinedfortheitem. Avalueof
Cumulativemanufacturingleadtimemeans
MasterScheduling/MRP calculatesthe
planningtimefencefortheitemastheplan
date(orthenextworkdayiftheplanis
generatedonanonworkday)plusthe
cumulativemanufacturingleadtimeforthe
item. AvalueofCumulativetotalleadtime
meansMasterScheduling/MRP calculates
theplanningtimefencefortheitemasthe
plandate(orthenextworkdayiftheplanis
generatedonanonworkday)plusthetotal
manufacturingleadtimefortheitem. A
valueofTotalleadtimemeansMaster
Scheduling/MRP calculatestheplanning
timefencefortheitemastheplandate(or
thenextworkdayiftheplanisgeneratedon
anonworkday)plusthetotalleadtimefor
theitem. AvalueofUserdefinedtime
fencemeansMasterScheduling/MRP
calculatestheplanningtimefenceforthe
itemastheplandate(orthenextworkdayif
theplanisgeneratedonanonworkday)plus
thevalueyouenterforPlanningTimeFence
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PlanningTimeFenceDays Anitemattribute
MasterScheduling/MRP useswhenyouset
thePlanningTimefenceattributetoUser
definedtimefence. Master
Scheduling/MRP calculatestheplanning
timefencefortheitemastheplandate(or
thenextworkdayiftheplanisgeneratedon
anonworkday)plusthevalueyouenter
here.
postprocessingleadtime Thetimerequiredto
receiveapurchaseditemintoinventoryfrom
theinitialsupplierreceipt,suchasthetime
requiredtodeliveranorderfromthe
receivingdocktoitsfinaldestination.
preprocessingleadtime Thetimerequiredto
placeapurchaseorderorcreateadiscretejob
orrepetitiveschedulethatyoumustaddto
purchasingormanufacturingleadtimeto
determinetotalleadtime. Ifyoudefinethis
timeforarepetitiveitem,theplanning
processignoresit.
primarylineSeeleadtimeline.
processingleadtime Thetimerequiredto
procureormanufactureanitem. For
manufacturedassemblies,processinglead
timeequalsthemanufacturingleadtime.
product Afinisheditemthatyousell.Seealso
finishedgood.
productionline Thephysicallocationwhere
youmanufacturearepetitiveassembly,
usuallyassociatedwitharouting. Youcan
buildmanydifferentassembliesonthesame
lineatthesametime. Alsoknownas
assemblyline.
productionrateHourlyrateofassemblies
manufacturedonaproductionline.
productionrelief Theprocessofrelievingthe
masterproductionschedulewhenadiscrete
jobiscreated. Thisdecrementsthebuild
scheduletorepresentanactualstatementof
supply.
project Aunitofworkbrokendownintoone
ormoretasks,forwhichyouspecifyrevenue
andbillingmethods,invoiceformats,a
managingorganization,andprojectmanager
andbillratesschedules. Youcancharge
coststoaproject,aswellasgenerateand
maintainrevenue,invoice,unbilled
receivableandunearnedrevenue
informationforaproject.
projectjob AstandardornonstandardWIP
jobwithaprojectreference. Thevaluation
accountsassociatedwiththistypeofjobwill
beprojectworkinprocess. Anybalance
remaininginsuchajobwhenitisclosedwill
bereportedasavariance.
projecttask AsubdivisionofProjectWork.
Eachprojectcanhaveasetoftopleveltasks
andahierarchyofsubtasksbeloweachtop
leveltask. Youcanchargecoststotasksat
thelowestlevelonly.SeealsoWork
BreakdownStructure.
projectedavailablebalance Quantityonhand
projectedintothefutureifscheduledreceipts
arerescheduledorcancelled,andnew
plannedordersarecreatedasper
recommendationsmadebytheplanning
process. Calculatedbytheplanningprocess
ascurrentandplannedsupply(nettable
quantityonhand+scheduledreceipts+
plannedorders)minusdemand(gross
requirements). Notethatgrossrequirements
forprojectedavailableincludesderived
demandfromplannedorders. Notealsothat
theplanningprocessusessuggesteddue
datesratherthancurrentduedatestopass
downdemandtolowerlevelitems. See
currentprojectedonhand.
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projectedonhand Thetotalquantityonhand
plusthetotalscheduledreceiptsplusthe
totalplannedorders.
duemeanstheplanningprocessreduces
purchaseorder Atypeofpurchaseorderyou
issuewhenyourequestdeliveryofgoodsor
servicesforspecificdatesandlocations. You
canordermultipleitemsforeachplannedor
standardpurchaseorder. Eachpurchase
orderlinecanhavemultipleshipmentsand
youcandistributeeachshipmentacross
multipleaccounts. Seestandardpurchase
orderandplannedpurchaseorder.
purchaserequisition Aninternalrequestfor
goodsorservices. Arequisitioncan
originatefromanemployeeorfromanother
process,suchasinventoryormanufacturing.
Eachrequisitioncanincludemanylines,
generallywithadistinctitemoneach
requisitionline. Eachrequisitionline
includesatleastadescriptionoftheitem,the
unitofmeasure,thequantityneeded,the
priceperitem,andtheAccountingFlexfield
youarechargingfortheitem. Seealso
internalsalesorder.
ratebasedcapacity Capacityplanningatthe
productionlinelevel.Requiredcapacity,
availablecapacity,andcapacityloadratioare
calculatedforindividualproductionlines.
Requiredandavailablecapacityarestatedin
termsofproductionrateperlineperweek.
readconsistency Aconsistentviewofalltable
datacommittedbytransactionsandall
changesmadebytheuser,uptothetimeof
theread.
ReduceMPS AnitemattributethePlanning
Managerusestodecidewhentoreducethe
quantityonmasterproductionschedule
entriesfortheitemtozero. AvalueofNone
meansthePlanningManagerdoesnot
reduceorderquantitiesonmaster
productionscheduleentries. AvalueofPast
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orderquantitiesonmasterproduction
scheduleentriestozerowhentheduedate
fortheentrybecomespastdue. Avalueof
Withindemandtimefencemeansthe
planningprocessreducesorderquantitieson
masterproductionscheduleentriestozero
whentheduedatefortheentrymovesinside
thedemandtimefence. AvalueofWithin
planningtimefencemeanstheplanning
processreducesorderquantitiesonmaster
productionscheduleentriestozerowhenthe
duedatefortheentrymovesinsidethe
planningtimefence.
productionrates.
repetitiveMRPplan Asetofoptimal
repetitivescheduleswhichsatisfyagiven
masterscheduleforrepetitiveitems.
repetitiveplanning Theplanningofdemand
orproductionforanitemintermsofdaily
ratesratherthandiscretequantities.
RepetitivePlanning(itemattribute) Anitem
attributetheplanningprocessusestodecide
whethertoplanmaterialrequirementsfor
theitemintermsofdiscretequantitiesor
repetitivedailyrates.
repetitiveplanningperiod Aperiod,defined
asanumberofdays,thatsmoothsthe
productionrateovertime. Withrepetitive
planningperiods,youcanpreventyour
plannedrepetitiveproductionratefrom
fluctuatingtoofrequently.
repetitiveprocessingdays Thenumberof
daysyouplantoworkonarepetitive
schedule,fromthefirstunitstartdatetothe
lastunitstartdate.
repetitiverate Thedailyrateforarepetitive
schedule. Seedailyrate.
repetitiveschedule Theprocessofdividing
suggestedaggregaterepetitiveschedulesand
allocatingthemacrossindividualproduction
lines,basedonpredefinedlineprioritiesand
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repetitivescheduleallocation Theprocessof
dividingsuggestedaggregaterepetitive
schedulesandallocatingthemacross
individualproductionlines,basedon
predefinedlineprioritiesandproduction
rates.
fromasupplier,andphysicalspace.
requiredcapacity Theamountofcapacity
requiredforaresourceorproductionline.
requiredhours Thenumberofresourcehours
requiredperresourceunittobuildoneunit
ofthebillofresourcesitem.
requiredrate Theproductionrateallocatedto
anindividualproductionlinebythe
repetitivescheduleallocationprocess.
requisitionSeepurchaserequisitionand
internalsalesorder.
reschedulingassumption Afundamental
pieceofplanningprocesslogicthatassumes
thatexistingopenorderscanberescheduled
intoclosertimeperiodsfarmoreeasilythan
neworderscanbereleasedandreceived. As
aresult,theplanningprocessdoesnotcreate
planedorderreceiptsuntilallscheduled
receiptshavebeenappliedtocovergross
requirements.
reservation Aguaranteedallotmentofproduct
toaspecificsalesorder. Aholdisplacedon
specifictermsthatassuresthatacertain
quantityofanitemisavailableonacertain
datewhentransactedagainstaparticular
chargeentity. Oncereserved,theproduct
cannotbeallocatedtoanothersalesorderor
transferredinInventory. OracleOrder
ManagementchecksATR(Availableto
Reserve)toverifyanattemptedreservation.
Alsoknownashardreservation.
resource Anythingofvalue,exceptmaterial
andcash,requiredtomanufacture,cost,and
scheduleproducts. Resourcesinclude
people,tools,machines,laborpurchased
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resourcegroup Resourcesgroupedtogether
accordingtouserdefinedcriteriatofacilitate
billofresourcegenerationandcapacity
planning.
notroundorderquantitiestheplanning
resourceoffsetpercent Anoperationresource
fieldthatrepresents,asapercentofthe
processingleadtimeforanitem,theitem
whenaresourceisrequiredonarouting.
Forexample,iftheprocessingleadtimefor
anitemis10days,andtheresourceis
requiredonthefourthday,thentheresource
offsetpercentis30%. Capacityusesresource
offsetpercenttocalculatesetbackdays
duringthebillofresourceloadprocess.
resourcerollup Rollsupallrequired
resourcesforaendassemblybasedonthe
routingandbillofmaterialstructure.
resourceset Agroupingofbillsofresources.
resourcehours Thenumberofhoursrequired
byarepetitiveschedule,discretejobor
plannedorder.
resourceunits Thenumberofunitsofa
resourceavailableforthisresourceatthis
operation.
revision Aparticularversionofanitem,billof
material,orrouting.
roughcutcapacityplanning Theprocessof
convertingthemasterscheduleintocapacity
needsforkeyresources. Seeroutingbased
capacityandratebasedcapacity
roughcutplanner Theroutinethat
automaticallycalculatesrequiredresources
forroughcutcapacityplanning(donewhen
runningareportorinquiry).
RoundingControl Anitemattributethe
planningprocessusestodecidewhetherto
usedecimalorwholenumbervalueswhen
calculatingplannedorderquantitiesor
repetitiveratesfortheitem. AvalueofDo
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processusesanddisplaysdecimalvalues
whencalculatingplannedorderquantities
andsuggestedrepetitiveratesfortheitem.
AvalueofRoundorderquantitiesmeans
theplanningprocessroundsdecimalvalues
uptothenextwholenumberwhen
calculatingplannedorderquantitiesand
suggesteddailyratesfortheitem. Planned
orderquantitiesandsuggesteddailyrates
arealwaysroundedup,neverdown. The
planningprocesscarriesanyexcess
quantitiesandratesforwardintosubsequent
periodsasadditionalsupply.
routingbasedcapacity Capacityplanningat
theresourcelevel.Requiredcapacity,
availablecapacity,andcapacityloadratioare
calculatedforindividualresourcesassigned
tooperationsonroutings..Requiredand
availablecapacityarestatedintermsof
hoursperresourceperweek.
safetystock Quantityofstockplannedtohave
ininventorytoprotectagainstfluctuationsin
demandand/orsupply.
SafetyStock(itemattribute) Anitemattribute
theplanningprocessusestodecidewhether
tousefixedordynamicallycalculatedsafety
stockquantitieswhenplanningmaterial
requirementsfortheitem.AvalueofMRP
plannedpercentmeanstheplanningprocess
planstosafetystockquantitiesitcalculates
dynamicallyasauserdefinedpercentageof
theaveragegrossrequirementsforauser
definednumberofdays. Theuserdefined
percentageis
definedbythevalueyouenterfortheSafety
StockPercentattributefortheitem. For
discretelyplanneditems,theuserdefined
numberofdaysisdefinedbythevalueyou
enterfortheSafetyStockBucketDays
attributefortheitem. Forrepetitively
planneditems,theplanningprocessusesthe
repetitiveplanningperiodratherthanSafety
StockBucketDays. Thesesafetystock
quantitiesaredynamicinthattheyvaryasa
functionoftheaveragegrossrequirements
calculatedbytheplanningprocessforthe
item. AvalueofNonMRPplannedmeans
theplanningprocessplanstosafetystock
quantitiescalculatedandmaintainedin
Inventory. Thesesafetystockquantitiesare
fixedinthattheSnapshotloadsthemfrom
Inventorybeforetheplanningprocessand
theydonotvaryunlesstheyarerecalculated
inInventory.
SafetyStockBucketDays Anitemattribute
theplanningprocessuseswhenyousetthe
SafetyStockattributefortheitemtoMRP
plannedpercent. Theplanningprocess
dynamicallycalculatessafetystock
quantitiesfortheitembymultiplyingthe
averagegrossrequirementsfortheitem,over
thetimeperioddefinedbythevalueyou
enterforSafetyStockBucketDays,bythe
valueyouenterforSafetyStockPercent.
SafetyStockPercent Anitemattributethe
planningprocessuseswhenyousetthe
SafetyStockattributefortheitemtoMRP
plannedpercent. Theplanningprocess
dynamicallycalculatessafetystock
quantitiesfortheitembymultiplyingthe
averagegrossrequirementsfortheitem,over
thetimeperioddefinedbythevalueyou
enterforSafetyStockBucketDays,bythe
valueyouenterforSafetyStockPercent.
safetystockquantity Thequantitysuggested
byMRPasadditionalsupplyneededfor
safetystock. Thisquantitycanchange
accordingtoaneffectivedatesetin
Inventory.
scheduledate Thedateforamasterschedule
entryforanitem. Ascheduleforanitemhas
ascheduledateandanassociatedquantity.
ForOrderManagement,itisconsideredthe
datetheorderlineshouldbereadytoship,
thedatecommunicatedfromOrder
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ManagementtoInventoryastherequired
dateanytimeyoureserveorplacedemand
foranorderline.
scheduleenddateForrepetitiveitems,
definestheendoftherepetitiveratefora
masterschedule.
scheduleentry Ascheduleforaninventory
item. Fordiscreteitems,statedbyadateand
quantity.Forrepetitiveitems,statedbya
date,scheduleenddate,andquantity.
schedulesmoothing Themanualprocessof
enteringquantitiesanddatesonthemaster
productionschedulethatrepresentalevel
productionpolicy.
scheduledreceiptAdiscretejob,repetitive
schedule,nonstandardjob,purchase
requisition,orpurchaseorder. Itistreatedas
partofavailablesupplyduringthenetting
process. Schedulereceiptdatesand/or
quantitiesarenotalteredautomaticallyby
theMRPsystem.
settransactionreadonly AnORACLE
RDBMScommandthatallowsyouto
considerallthetransactionscommittedafter
itsexecution. Notransactionsarewritten
afterthecommandisexecuted. Seeread
consistency.
setbackdays Thenumberofdayssetback
fromtheassemblyduedatethataresourceis
requiredtobuildtheassembly.
shift Ascheduledperiodofworkfora
departmentwithinanorganization.
shiptoaddress Alocationwhereitemsareto
beshipped.
shipmentrelief Theprocessofrelievingthe
masterdemandschedulewhenasalesorder
ships. Thisdecrementsthedemandschedule
torepresentanactualstatementofdemand.
ShrinkageRate Anitemattributetheplanning
processusestoinflatethedemandforthe
itemtocompensateforexpectedmaterial
loss.Enterafactorthatrepresentsthe
averageamountofmaterialyouexpectto
loseduringyourmanufacturingprocess. For
example,ifanaverage20%ofallunitsofthe
itemfailfinalinspection,enterashrinkage
ratefortheitemof0.2. Inthisexample,the
planningprocessalwaysinflatesnet
requirementsfortheitembyafactorof1.25
(1/1shrinkagerate).
simulationschedule Unofficialschedulesfor
personalusethatcontainthemostcurrent
schedulediteminformation. Youcanprint
Simulationschedules,butyoucannot
confirmorsendthemviaEDI.
simulationsetAgroupofcapacity
modificationsforresourceshiftstosimulate,
plan,orschedulecapacity.
snapshot Theonlyphaseunderthememory
basedplanningengine. Thesnapshottakesa
snapshotorpictureofsupplyanddemand
informationataparticularpointintime. The
snapshotgathersalltheinformationabout
currentsupplyanddemandthatisrequired
bytheplannertocalculatenetmaterial
requirements,includingonhandinventory
quantitiesandscheduledreceipts. Underthe
memorybasedplanningengine,explosion
andplanningoccurinthesnapshotphase.
snapshotdeleteworker Anindependent
concurrentprocesslaunchedbythesnapshot
monitorthatdeletesplanningdatafromthe
previousplanningrun.
snapshotmonitorAprocess,launchedbythe
memorybasedsnapshot,thatcoordinatesall
theprocessesrelatedtothememorybased
planningengine.
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snapshottask Ataskperformedbythe
snapshotorasnapshotworkerduringthe
planningprocess.
optimalschedulerepresentsaggregated
snapshotworkerAgroupofindependent
concurrentprocessescontrolledbythe
snapshotmonitorthatbringsinformation
intoflatfiles. Thisinformationcomesfrom
WorkinProcess,BillofMaterials,onhand
quantities,purchaseorders,firmplanned
orders,routings,andWorkinProcessjob
resourcerequirements.
softreservation Theplanningprocess
considerssalesorderdemandsoft
reservation.
sourceforecast Whenloadingaforecastinto
anotherforecast,thesourceforecastisthe
forecastyouloadfrom.
sourcingrule Specifieshowtoreplenishitems
inanorganization,suchaspurchaseditems
inplants. Youcanalsousesourcingrulesto
overridesourcingthatisspecifiedinthebill
ofdistributionassignedtoanitem.
sourcingruleassignmentSeeassignment
hierarchy
standardpurchaseorder Atypeofpurchase
orderyouissuewhenyouorderdeliveryof
goodsorservicesforspecificdatesand
locationsforyourcompany. Eachstandard
purchaseorderlinecanhavemultiple
shipmentsandyoucandistributethe
quantityofeachshipmentacrossmultiple
accounts. Seepurchaseorder.
statisticalforecasting Amathematical
analysisofpasttransactionhistory,last
forecastquantities,and/orinformation
specifiedbytheusertodetermineexpected
demand.
suggestedaggregaterepetitiveschedule The
optimalrepetitiveschedulesuggestedby
MRPtosatisfyagivenmasterschedule. The
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productionforalllinesandconsidersthe
constraintsofplanningperiods,itemlead
time,firmschedules,timefencecontrol,
acceptableratechangesandoverrun
amounts.
schedules. ThetoplevelMPSisusually
suggestedrepetitivescheduleTheschedule
foranindividualproductionlinefora
specificitemthatisderivedfromthe
Suggestedaggregateschedule. MRPdivides
thesuggestedaggregateschedulefora
specificlineanditembasedonthe
productionlineattributes: priority,
minimumandmaximumrates.
supplychainplanning Thedevelopmentand
maintenanceofmultiorganizational
distributionandmanufacturingplansacross
aglobalsupplychain.
timebucket Aunitoftimeusedfordefining
andconsumingforecasts. Abucketcanbe
oneday,oneweek,oroneperiod.
timefence Apolicyorguidelineestablished
tonotewherevariousrestrictionsorchanges
inoperatingprocedurestakeplace. The
planningprocesscannotcreateorreschedule
orderswithintheplanningtimefence. This
givestheplannertheabilitytostabilizethe
planandtherebyminimizingthe
nervousnessofthesystem.
timephasedrequirements Requirementsfor
resourceswheretheneeddatesareoffsetby
theleadtimeforthoseresources.
twolevelmasterscheduling Atechniquethat
facilitatestheforecastexplosionofproduct
groupingsintorelatedmasterproduction
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definedforaproductline,familyorend
productwhilethesecondlevelisdefinedfor
keyoptionsandcomponents.
utilizationRatioofdirecttimechargedtothe
clocktimescheduledfortheresource.
underload Aconditionwhererequired
capacityforaresourceorproductionisless
thanavailablecapacity.
workorderdate Thedatetobeginprocessing
thepaperworkforthediscretejob. Thisdate
isoffsetfromthestartdatebythe
preprocessingleadtime.
usagequantity Thequantityofacomponent,
includingcomponentyieldrequiredto
produceoneassemblyinadiscretejobor
repetitivescheduleasstatedonthebillof
materials.
worker Anindependentconcurrentprocess
thatexecutesspecifictasks. Programsusing
workerstobreaklargetasksintosmaller
onesmustcoordinatetheactionsofthe
workers.
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