R12 ASCP Training Manual PDF

Accellent Supply Chain Planning
Accellent Oracle Supply Chain Planning Operations Manual Accellent

Version 4.0
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
Lead Time Topics

Overview................................................................................................................... 3 Make Items Lead time info on Oracle Item Master.................................................... 4 Buy Items Lead time info on Oracle Item Master ...................................................... 7
Oracle MDS Topics MDS Overview ............................................................................................................. 3 Creating and Loading an MDS..................................................................................... 4 Modify an MDS ............................................................................................................ 11 Delete MDS entries...................................................................................................... 14 Generate MDS Reports ............................................................................................... 16 Purge an MDS ............................................................................................................. 19
Oracle MRP Topics MRP Overview ............................................................................................................. 3 Running MRP .............................................................................................................. 4 MRP Workbench Functions ......................................................................................... 8 Release Planned Orders/Requisitions ......................................................................... 19 Exception Messages.................................................................................................... 23 View a Horizontal Plan................................................................................................. 40 Reschedule Scheduled Receitps ................................................................................. 42 Purge an MRP Plan ..................................................................................................... 43
Planner Workbench Topics Planner Workbench Overview ..................................................................................... 3 Planner Workbench Introduction.................................................................................. 4 Query Tips for Planner Workbench.............................................................................. 7 Item Details .................................................................................................................. 17 Horizontal Material Plan............................................................................................... 22 Exception Handling ...................................................................................................... 31 Planned Orders............................................................................................................ 37 View Possible Raw Material Shortages ....................................................................... 41 Simulate Discrete Jobs ................................................................................................ 48
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
Misc Planning Topics Item Attribute setup for Planning.................................................................................. 3 Setting Safety Stock..................................................................................................... 7 Vendor Managed Inventory Setup ............................................................................... 11 Item Workbench........................................................................................................... 17
Accellent Oracle Competency Center Supply Chain Planning Operations Manual
Supply Chain Planning Overview

Version 1.2
Accellent Supply Chain Operations Manual CHP 1 Overview
Oracle Planning General Concepts

Objective:
To discuss the general Supply Chain Planning concepts that affects the manufacturing process.
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.
Supply and Demand
Demand and Supply

Demand is the need for an item. A customer order is a demand; your customer wants you to ship an automobile. The fact that you need a tire to complete an automobile is demand. A forecast is a demand; you want to produce an automobile because a customer will order it.
Supply is satisfaction of a demand. On-hand inventory is a supply; you can ship an automobile to a customer who has ordered it. A work order is a supply; you can produce an automobile to: Ship to a customer who has ordered it Place it into inventory A purchase order is a supply; you can receive the tire to: Place it into inventory Produce an automobile
Independent and Dependent Demand

Dependent demand is demand for an item that depends on the need for another item. Independent demand is demand for an item that does not depend on the need for another item. A customer order is an independent demand. The fact that you need a tire to complete an automobile is a dependent demand. A forecast is an independent demand.
Oracle Modules integrated in Planning process.

Oracle Master Scheduling/MRP products integrate with the following: Oracle Inventory Oracle Bill of Materials Oracle Engineering Oracle Work in Process Oracle Purchasing
The Planning Process

Accept and create independent demand. Forecasts represent demands that you think that you will have. Sales orders represent demands that you actually have. External sales orders originate from customers outside of your company. Internal sales orders originate from other business units in your company. Inter-organization planned orders represent demands that other business units planning processes have suggested they place on you.
The Planning Process

The material planning process uses the following information from Oracle Inventory: Item numbers to identify each item being planned Inventory balance as a portion of supply Material issues from stock to determine the history of usage of an item for statistical and focus forecasting
The material planning process uses the following information from Oracle Engineering and Oracle Bill of Materials: Planning and model bills of material for creating forecasts for independent demand items through forecast explosion Standard bills of material to determine the items the demand of which depends on a given independent demand item Engineering change orders to determine future changes to bills of material
10
Forecasts
Section Objectives
At the end of this section, you should be able to: Discuss the basic concepts of forecasts within Oracle Planning
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
Original quantities are quantities of expected shipments of goods due to customer orders that you expect to receive.
11
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: To provide date, quantity, and item, use forecast level Item. To provide date, quantity, item, and customer, use forecast level Customer. To provide date, quantity, item, customer, and bill-to address, use forecast level Bill-to. To provide date, quantity, item, customer, and ship-to address, use forecast level Ship-to. To use Customer, Bill-to, or Ship-to, you must be using either Oracle Receivables or Oracle Order Entry.
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.
13
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.
14
Forecasts
15
Lead Times
Five components of manufacturing Lead Times are: 1. 2. 3. 4. 5. QUEUE SETUP RUN WAIT MOVE Time waiting for the operation to begin Time getting ready for the operation Time performing the operation Time waiting after the operation ends Time physically moving between operations
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.
16
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 Desired Service level Length of Lead time Ability to forecast and control Lead times
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. User-defined percentage: You provide a forecast name and a percentage. Oracle Inventory calculates a safety stock level from each forecast entry as the percentage of that forecast entry. The calculated safety stock level from a forecast entry begins on the date of the forecast entry and ends on the day before the next forecast entry. Mean Absolute Deviation: You provide a forecast name and a service level. Oracle Inventory calculates the forecast accuracy for each item by comparing the historical entries in that forecast with the issues from stock during the same time periods.
17
Master Demand Schedule
Master scheduling is used for:

demand management scheduling production validating the production schedule managing the production schedule You use the schedules generated by master scheduling as input to other manufacturing functions, such as material requirements planning and rough-cut capacity planning. The Master Demand Schedule (MDS) is a statement of demand and contains details of the anticipated shipment schedule. You can consolidate all sources of demand into a master demand schedule to represent a statement of total anticipated shipments. The MDS provides an extra level of control that allows you to view and modify your statement of demand before creating a detailed production schedule. You can use the time-phased master demand schedule as input to the master production scheduling process or the material requirements planning process. Some of the demand types that the MDS considers are: item forecasts spare demand sales orders internal requisitions
18
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.
19
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.
20
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:
the master schedule bills of material scheduled receipts on-hand inventory balances lead times order modifiers
It then plans replenishments by creating a set of recommendations to release or reschedule orders for material based on net material requirements.
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 o o o o o o o o o o o
review item details review of supply/demand details review components, using assemblies, and end assemblies review the horizontal, material, and capacity plan display a summary supply and demand implement and maintain planned orders create planned orders manually implement repetitive schedules release implemented orders create firm planned orders and firm implemented orders review material and capacity exceptions display a summary of resource requirements
END Oracle Planning Chapter 1 Overview
28
Forecasts
Version 2.2
Accellent Supply Chain Operations Manual CHP 2 Forecasting
29
Accellent Planning Forecasting

Objective:
To discuss the specific Accellent Supply Chain Planning processes in the area of forecasting.
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.
30
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.
31
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
It is the responsibility of Planning to determine:

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. All forecast sets must be set to Consume
32
Create a Sales Forecast in Oracle
1. Login into Oracle using the Planning Super-user responsibility: Navigation = Forecast > Sets
2. Click the
button to enter into the Forecast Sets form.
3. Enter a new name for the forecast set (Depending on the set up predetermined by the sites Planning Manager)
33
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. , the save icon on the toolbar to save the record. 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 form appears. button.
16. Enter an item to be part of this forecast, or select from the LOV .
34
17. Click on the 18. The
button. form appears.
19. Enter the quantity, % confidence per planning period. The planning period can
be modified and mixed as needed.

20. Repeat for all items on the forecast.
21. Click 22. Verify
, the save icon on the toolbar to save the record. message received.
35
23. Close the
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.
36
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.
27. Submit the job as shown below: 28. Click on the button.
37
29. Click on the
button when asked to submit another request.
30. Go to View Menu, click on Requests
31. Ensure the request has completed 32. The form will appear.
33. Choose the 34. Click on the 35. Verify request
radio button. button.
36. Close the
form.
37. Repeat from Step one as you generate new forecast sets.
END Create Sales Forecast in Oracle
38
Create a Sales Forecast Report in Oracle

Once you have finished entering the forecast for all items, you should run a forecast report to ensure that all items with the quantities and buckets you entered were captured. The Forecast Demand Report can be generated for a forecast or a forecast set. The Forecast Comparison Report allows you to compare information for two forecasts or forecasts sets. These can be run using the Discoverer responsibility. 1. Login into ACC Discoverer Reports Responsibility
39
2. Navigation = Planning > ACC Forecast Demand Plan Report
3. Click the button. 4. The Discoverer viewer HTML page appears.
40
5. The Worklist Sheet appears with your report choices.
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.
41
9. The report results will appear.
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.
42
12. Choose Microsoft Excel as format for exporting.
13. Click the button. 14. The Export Ready form appears.
15. Click the button. 16. The File download screen appears, click the SAVE option.
17. The SAVE AS form will appear. Give the save file an appropriate name and click the SAVE button to place on your desktop.
43
18. Verify file saved to your desktop.
19. Open to view report results on excel format.
END Create Sales Forecast Report in Oracle

44
Modifying a Sales Forecast in Oracle

Once a Forecast has been created, changes can be made to the items that are included in it.
1. Login into Oracle using the Planning Super-user responsibility: Navigation = Forecast > Enter 2. Click the
3. Click to enter the form.
, the flashlight on the toolbar to display a list of all forecasts
4. Select the forecast to be modified 5. Change Item date and/or quantity 6. Click on the next line to enter an additional item 7. Type in the item number or select from the LOV
8. Click
, on the toolbar to save the record.
END Modify a Sales Forecast in Oracle

45
Deleting a Sales Forecast in Oracle

Any item under a forecast, any forecast under a forecast set or even a forecast set can be deleted if it is no longer required. 1. Login into Oracle using the Planning Super-user responsibility: Navigation =
Forecast > Sets

2. Click the 3. Click the flashlight on the toolbar to enter the form.
4. Select the forecast set to be modified and click
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
46
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
47
Click the OK button.
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
, the save icon on the toolbar to save changes.
13. Exit the screen and you set will be purged/deleted shortly after.
48
END Delete a Sales Forecast in Oracle
49
MDS Creating a MDS Source list
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.
Creating a MDS Source List

1. Login into Oracle using the Planning Super-user responsibility: Navigation = MDS
> Source Lists
2. Click the
to enter the
form.
50
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 , the save icon on the toolbar to save changes. message received.
END Creating an MDS Source list in Oracle
51
Loading MDS with a Sales Forecast

Creating and loading the MDS with Sales Forecast
1. Login into Oracle using the Planning Super-user responsibility: Navigation = MDS
> Names
2. Click the to enter the 3. Enter a name and description.
form.
4. Option - select a demand class currently not being utilized
52
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 message received.
8. Click
button.
9. The Submit Request Parameters screen displays
10. All required fields will default but some have to be changed as necessary.
53
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 17. Click on the 18. Click on the button to load parameters. button to execute the request. button when asked to submit another request.
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.
END Loading MDS with a Sales Forecast
54
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
55
Forecast Naming Conventions Naming Conventions

In order set up standard planning runs at each site and to allow coordination of Global Supply Chain Planning across sites we will use standard names for the production versions of Forecasts, MDS, MRP, and MPS sets. The field length for these names is 10 characters long. We will break the field into three sections as follows: 1.1. The first three characters will be the identifier for the plant. This is the same code that is used in the intranet reporting tools. See table below.
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
56
1.2.4. Mds = Master Demand Schedule 1.2.5. Mrp = Material Requirements Planning set
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
57
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
END Naming Conventions
58
Intercompany Supplier Forecast

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. This is per the Supply Chain Standard Work that has been published. Supplier Intercompany forecast report is used by the site to review and update their Interorganizational forecasts
1. Login into ACC Discoverer Reports > Purchasing > ACC Supplier Forecast
Reports > Supplier Forecasts Intercompany.
2. Select a Value for Organization Code WHL 3. Enter MRP Run Mane WhlMrpAllF 4. Enter Start Date 11-OCT-2010 5. Enter End Date 31-OCT-2011
59
6. Always insure that you run the report for 12 months to provide your internal
Accellent Supplying Site 12 months of demand.

7. Click on the
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
60
8. Choose the format you want to export information as
button. 9. Click on the 10. You will receive the following message:
11. Click the button. 12. Click on the SAVE option.
61
13. Choose your save location and click on the SAVE button.
14. Report is saved to your Desktop 15. You now need to compare the data in the report to the data in the MRP
workbench.
16. Login into Oracle using the Planning Super-user responsibility: Navigation = MRP
> Workbench.
62
17. Select Name WhlMrpAllF
18. The
form will appear.
button. form will appear
21. Item Equals Check the data on at least 3 items to insure your report is
accurate. You need to review each item separately, in separate downloads.

63
22. Click on the
to find Item specific data to verify from report.
You now have the planned order messages on your desktop Select File Top Left of screen above flashlight File Export Save the file with the sku number for ease of locating it
Once you have saved the report, open the report using Microsoft Excel
64
Sort the report by the suggested due date Total the planned order quantities by month and compare them to what is displayed on the ACC Supplier Forecast Supplier Intercompany Report
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.
END Intercompany Supplier Forecast
66
Upload and Download Forecasts in Oracle

To Download a Forecast
Log onto Oracle and use the Site Planning Super-user Responsibility 1. Login into Oracle using the Planning Super-user responsibility: Navigation =
Upload/Download Forecast.
The form to upload and download forecasts will appear:
67
Click in the yellow field and then the LOV
. A listing of existing forecast sets will display.
Select the Forecast Set to be used. At this point you are ready to download an entire forecast set. If you want to download only one forecast instead of an entire set, click in the Select Forecast field to select the individual forecast. Click Download Forecast Data.
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.
The form to upload and download forecasts will appear:

69
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 A listing of existing forecasts sets will display.
Select the Forecast Set to be used. At this point you are ready to upload an entire forecast set. If you want to upload only one forecast instead of an entire set, click in the Select Forecast field to select the individual forecast. Click Upload Forecast Data.
70
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.
71
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.
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.
END Upload/Download Forecasts
73
Forecast Formatting Tool
Purpose: Author: Date:
Describes how to use the Forecast Formatting tool (Excel Spreadsheet) Thomas Faucher September 13, 2010
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
CSV File TXT File
CTRL-M
Upload
CTRL-L
Oracle
Forecast Formatter
1) Upload/Download Forecast Accellent has developed an interface for planners to upload and download forecast data into and from Oracle. The most recent version of this document containing the step by step description can be found under the Oracle Kaba Training on the Accellent web. The document is named Upload and Download Forecasts from Oracle.
74
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
Figure 2. Enable Macro Security Warning
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.
77
Figure 6. Standard Format after loading the CSV file.
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
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
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.
END Forecasts Formatting Tool
81
Reviewing Forecast Consumption
1. Login into Oracle using the Planning Super-user responsibility: Navigation = Forecast > Enter
2. Click the
to enter the
form.
3. Click on the
icon on the tool bar.
82
4. Select the forecast set you want to check consumption on.
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 form will appear. button.
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 button
9. The
form will appear.
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 form will appear.
13. Consumption information for that item during that time period will display.
NOTE: Item was consumed by Sales Order 2071233. 14. Close all forms and search again if needed.
END Review Forecast Consumption
85
Forecast Consumption settings

Make to Stock forecasting Make to stock forecasts need to be forecasted in weekly buckets on a rolling 26 week basis in order to support lean consumption and our RBC reporting process. This is a Global Rule. Forecast Consumption Global Rule, when you are managing your forecasts within a forecast set and you have a partially consumed forecast it is critical that these are managed properly. A partially consumed forecast is represented by the current forecast being less then the original forecast. This is an explanation of settings that effect forecast consumption.
1. Login into Oracle using the Planning Super-user responsibility: Navigation = Forecast > Enter
2. Click the
to enter the
form.
86
3. Click on the
icon on the tool bar.
4. Select the forecast set you want to check consumption on.
button. form will appear.
7. Look for the Consumption Options region.
87
8. Click the
if you want Sales Order to consume items.
9. Leave at 100%. This controls if you want sales orders to consume a certain percentage of items in a particular bucket.
10.
Controls once the sales order consumes the forecast in the same bucket it will go backward the entered number of days to check for unconsumed forecast. If there are still remaining quantities on the sales orders it will go forward the appropriate number of days to consume items in the future.
END Forecast Consumption settings.
END Chapter 2 - Forecasting
88
Lead Times
Version 3.2
Accellent Supply Chain Operations Manual CHP 3 Lead Times
89
Accellent Planning Lead Times

Objective:
Explanation of how Accellent Item Master gets its Lead Time information.
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
Lead Time Info Make Items

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 button.
form appears. Enter the item you want to view. Click on the
91
4. Click on the tab. The item information will appear in form. Lead Time information is displayed on right side of form.
5. Lead time information for item # 211165
6. 7.
The LEAD TIME TAB displays data in DAYS. 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. The two important pieces of data are the FIXED and VARIABLE lead times.
8.
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. To calculate Processing Lead time the system follows this equation: times the equals the 16. 17. make the finished good. plus the Processing Lead Time. does not apply to MAKE items. includes any intermediate or sub processes needed to
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.
END - Lead Time Info Make Items

93
Lead Time Info Buy Items
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. is lead time you need to know to purchase a RAW material to the time the PO is actually created. Most Accellent sites have no entry here because it does take a significant amount of time to decide to buy material and issue PO. is the lead time that you place a PO till the material shows up on your dock. 8. is the lead time that it takes to go through inspection and received into Inventory and available for usage. Most sites will use 1 or 2 days for this input.
7.
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.
END - Lead Time Info BUY Items

95
96
Master Demand Schedule

Version 4.2
Accellent Supply Chain Operations Manual CHP 4 MDS
97
Planning Master Demand Schedule

Objective: Explanation of how Accellent MDS creation and maintenance helps develop and control independent demand. Prerequisites: CHP 2 Forecasting lesson. Overview A Master Demand Schedule (MDS) is a statement of independent demand and can be comprised of sales orders, inter-organization transfers, and sales forecasts. It acts as the basis for planning MPS and / or MRP and can contain any combination of MPS or MRP planned items including Planning Bills and Product Families. It can be used for production and/or simulation purposes. Master Demand Schedule The MDS is a statement of demand and contains details of the anticipated shipment schedule. You can consolidate all sources of demand into a master demand schedule to represent a statement of total anticipated shipments. The master demand schedule provides an extra level of control that allows you to view and modify your statement of demand before creating a detailed production schedule. You can use the time-phased master demand schedule as input to the master production scheduling process or the material requirements planning process. Some of the demand types that the MDS considers are:

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
Creating and loading an MDS

1. Login into a Planning Super-user responsibility to create and load a MDS. MDS > Names.
2.
Click the
button.
99
3. The
form will appear.
4. Enter a name and description.
5. Optionally, select a demand class. 6. Click the Relieve check box if the MDS will be used for production 7. Click on the icon to save your work.
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.
The screen below displays the minimum parameters to run MRP.
12.
Listed below are the other minimum parameters for All Forecasts.
101
13.
Listed below are the other minimum parameters for Sales Orders Only.
14. Click the
button to accept parameters.

102
15.
If demand is only from Sales Orders and not a Sales Forecast, select Sales Orders Only under the source type.
15.2
Select All Entries in the Overwrite field
15.3
Select Yes in the Explode field
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 15.5 16. 16.2
Click Click
button. button to run request.
If demand is from a Sales Forecast, with or without Sales Orders. Select Specific Forecast under source type.
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 All Entries in the Overwrite field Select Yes in the Explode field Select Yes in the Consume field if the MDS will be used for production. This is
optional for MDS runs used for simulations. 16.8 Enter Modification Percent, Forward Consumption Days, and Backward Consumption Days to suit site policies.
16.9
Click
button. button to run request.
16.10 Click
104
17. If demand is from Inter-Org Planned Orders. This also takes into consideration outside processing time (OSP steps). 17.2 Select Interorg Planned Orders under source type.
17.3
Enter the internal customer ID in Source Organization
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
Select All Entries in the Overwrite field
17.6 Enter appropriate Modification Percent, Forward Consumption Days, and Backward Consumption Days
17.7
Click
button.
17.8 Click request.
button to run request. NO when asked to run another
18. Select view > requests from tool bar.
105
19. Click 20. Click
21. View your request output.
END Creating and Loading an MDS
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 button after choosing the MDS to modify.
107
7. Select the item to change. Change date and/or quantity as required.
8. Click
END Modify an MDS

.
108
Deleting MDS Entries
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 button after choosing the MDS to delete entries on.
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 , the save icon on the toolbar to save the changes. message received.
END Deleting MDS Entries

110
Generating MDS Reports

1. Login into a Planning Super-user responsibility to delete entries in a MDS. MDS > Entries.
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
7. Choose one of these 2 reports:
8. 9. The Parameter screen for the report will display
10. Click the
button to load report parameters.
112
11. Click the
button to execute the report request.
12. Click
when asked to run another request
13. To view your report and the outputs simply select View > Requests from menu bar.
14. The
form will appear.
15. Choose the 16. Click on the 17. Verify report has completed.
18. Click
button to view report.
END Generating MDS Reports

113
Purging a Master Demand Schedule

1. Login into a Planning Super-user responsibility to create and load a MDS. MDS > Names.
2. Click the 3. The
button. form will appear.
114
4. Select Master Demand Schedule (MDS) to purge 5. Enter an Inactive Date 6. Navigation Edit >Delete from menu bar
7. Click 8. Verify
, the save icon on the toolbar to complete the purge process. message received.
9. Navigation View > Requests to verify the process has completed to purge the MDS
115
19. The
form will appear.
20. Choose the 21. Click on the
10. Verify request has completed Normal.
END Purging a MDS Schedule END CHP 4 MDS
116
Material Requirements Planning

Version 5.4
Accellent Supply Chain Operations Manual CHP 5 MRP
117
Planning MRP Overview

Objective:
Explanation of how Accellent MRP facilitates all areas of Planning.
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.
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
form appears.
5. Insert 6. Click the
in the Overwrite field. button.
7. Select proper site from Organizations if more than one displays.
120
8. Select appropriate MDS schedules from Demand Schedules. There can be up to four schedules listed. If more than four schedules are required they should be consolidated into a common MDS via a Source List or the Merge function. For production runs the first MDS listed should be XxxMdsProd. Add up to three interorg planned order Master Demand Schedules if required. 9. Set the following for production MRP runs: 10. Check Net WIP. 11. Check Net Reservations. 12. Check Net Purchasing. 13. Check Plan Safety Stock. This will automatically re-plan your safety stock levels, replacing whatever manual entries have been made.
14. Click the 15. Close the 16. Close the
icon. form.
121
17. Click the 18. The
button. form will appear followed by the form.
19. Ensure that Plan Name refers to the correct MRP.
20. Click the
button.
21. Ensure Print is set to no print. 22. Click the button.
23. View requests to verify normal completion of the run.
END Run MRP
122
MRP Workbench Functions

Material Requirements Planning (MRP), Planners Workbench The MRP Planner Workbench form is the main user interface for viewing MRP planning output. Using the MRP Planner Workbench you can do the following: Implement and maintain planned orders Manually create planned and firm planned orders Firm implemented orders, review material and capacity exceptions Change parts of the plan and replan all items affected Change the alternate BOM or alternate routing designator on planned orders
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
form will appear.
3. Choose what plan to work in.
123
4. Click the 5. The
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
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.
10. Release Phantoms = Not Checked Release Configurations = Not Checked unless organization uses model and option configure to order feature Cutoff Date = Enter end of time period that suits the organization. This MUST be in the future in order to maintain visibility to MRP recommendations. Job Status = Unreleased Job Class = Blank
126
Req Group By = Blank Sales Orders = Checked Forecast = Checked if sales orders are in use at the organization, Not Checked if not in use. Dependent Demand = Checked Expected Scrap = Not Checked Other Independent Demand = Checked Planned Orders = Checked Scheduled Receipts = Checked Firm Jobs = Checked
11. The suggested values for the Horizontal Capacity Plan tab are listed below. Actual values may vary by organization.
12.
Planned Orders = Checked Non Standard Job Orders = Not Checked Discrete Jobs = Checks Repetitive Schedules = Not Checked Required Hours = Checked Hours Available = Checked Net Hours Available = Checked
127
Cumulative Hours Available = Not Checked Capacity Load Ratio= Checked Cumulative Capacity Load Ratio = Not Checked Hours Required Per Day = Not Checked Hours Available Per Day = Not Checked Total Resource Cost = Not Checked All Selections is Rate Based Category = Not Checked Display Bucket Type = Matches planning buckets Display Factor = 1 Decimal Places = 0 Field Width = 10
13. Click the
button then the
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
form will appear.
18. Select Planner from Field. 19. Select Equals from Condition. 20. Select appropriate planner ID from From.
button to view the items connected to 1.KB. form appears displaying the items that Planner 1.KB is responsible for.
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
form appears again.
25. Click the 1.KB.
button to view the Make item 105035 connected to
26. The smaller list will appear because of the added search parameters.
130
27. To view on hand quantities, Check the item(s) on the items display screen, and then use the tools menu at the top of the screen and select On Hand.
28. This will display multiple pieces of information that will help you in the planning process.
131
29. Click the
button to view the
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 to view components or Parent items. form appears and shows component and Parent information.
132
END MRP Workbench Functions
133
Release Planned Orders or Purchase Requisitions
1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP > Workbench.
2. The
form will appear.
4. Click the
button.
134
5. The
form appears.
6. Click on either
or
buttons
7. Enter Organization in the field, Equals in Condition field and your org in the From field, then click on the button.
8. The
form for ARV orders and requisitions appear.
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 on your row. Enter both the .
NOTE/WARNING: It is not recommended Accellent practice to FIRM an Discrete Job due to the fact that once firmed, Exception messages will not be generated for that job unless un-firmed. 11. Scroll to the right and check the box for Select for Release.
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.
12. Click the
icon.
136
13. Verify the message appears. 14. Repeat until all of the desired planned orders or requisitions have been checked to be released.
17. Verify the information on the pop up screen is correct and click 18. Select View >Requests from the menu bar to verify the request completed successfully.
button.
Releasing planned orders does not release the discrete job to the manufacturing floor.
END Release Planned orders and Requisitions.

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
form will appear.
138
4. Click the 5. The 6. Click the
button. form appears. button.
7. The
form appears. Enter Planner in the Field, Equals in the button.
Condition field and 1.KB in the From field. Click the
139
8. The appears with all the open exceptions assigned to items that 1.KB is responsible for.
Past due orders

This exception shows an item with planned orders, discrete jobs, and purchase orders that are past due.
Generation:
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
Orders to be rescheduled out

This exception shows an item with orders that the planning process recommends to be rescheduled to a later date.
Generation
For discrete material only, the planning process found a scheduled receipt for an item for which it does not have demands.
Action/Resolution
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 only, the planning process found a scheduled receipt for an item for which the suggested due date is prior to the due date of the order.
Action/Resolution
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.
Discrete Jobs and Purchase Requisitions

Based on the planning results, the plan suggests the planner take actions or implements the recommendations through the generation of recommendations. By double clicking on the discrete job, it takes you to the Supply/Demand window where you can release the discrete jobs and purchase requisitions. There are additional columns you can display using the right mouse options that provide some very key information pertaining to the orders such as Suggested Due Date, Suggested Dock Date, Suggested Start Date, and Suggested Order Date. The calculations for these key terms are as follows: Suggested Due date = Date Material Is Required Suggested Dock Date = Due date - Post processing Lead Time Suggested Start Date = Dock date - Processing Lead Time Suggested Order date = Start date- Preprocessing Lead time The earliest Suggested Order Date allowed is today and no compression days are allowed. The demand will not be rescheduled since it's an unconstrained plan and the supplier capacity will be violated.
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
Items below safety stock

The exception shows an item for which demand, less supply, brings the projected quantity on hand to a negative level or below safety stock. This exception is different from the "Items with a shortage" exception due to the Planning Exception Set is not involved in the generation of this exception.
Generation
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
You should consider expediting scheduled receipts.
142
Items with excess inventory

This exception shows an item whose quantity on hand exceeds (as defined in excess quantity item's planning exception set) the total requirements against the item, within the exception time fence defined by the item's planning exception set.
Generation
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
You should consider canceling unneeded scheduled receipts or transferring the material to another facility.
Orders with compression days

This exception shows an item with planned orders, discrete jobs, and purchase orders that have compression days and need to be expedited.
Generation
For discrete material, the planning process found a planned order/supply for an item for which suggested order date is in the past. That is, item's lead time is being violated. The planning process recommends the planned order/supply to start (order date) on the date that the planning process is executed (SYSDATE). It assigns one compression day for each work day between the suggested order date and the date that the planning process is executed and then issued this exception. For example, if a planned order due date is Friday, the lead time offset for this item is three days (Thursday, Wednesday, and Tuesday), and the planning process executes on Wednesday, the planning process suggests that the order date should be on Wednesday with one compression day.
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.
Items with negative starting on hand

This exception shows an item with a negative on hand beginning balance.
Generation
This exception is generated when the on hand beginning balance is below zero.
Action/Resolution
You should consider creating more planned orders.

143
Late supply pegged to sales order

This exception message is only generated for unconstrained plans. This exception shows items with shortages that prevent sales order demand from being met, caused by component shortages.
Generation
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.
Past due sales orders

This exception message is generated when an item has a sales order due date that is earlier than the plan start date (beginning of your planning horizon).
Generation
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
This exception serves as a warning since it already late! You should consider revising the sales order schedule date.
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
This exception is generated when a resource is over-utilized, as defined by the over-utilization percentage entered in the exception set. For at least one time bucket, the resource requirement is greater than the resource availability. This exception is based on the load ratio calculated for the resource. If "Enforce Capacity Constraint" option (constrained plan) is specified, the scheduling system will resolve the overloaded exceptions unless there are firm supplies or firm operations in the plan. If there is a capacity shortage, Demand Satisfied Date will get moved further into the future which will result in late replenishment exception and resource constraint exception to be generated. If the "Enforce Demand Due Date" option is specified, the scheduling system will resolve some of the overload exceptions. However, this option will overload the resource before pushing the Demand Satisfied Date into the future. So, these overload messages generated by the scheduling system are critical to the plan.
Action/Resolution
See Action/Resolution for "Resource constraint". You should also consider adjusting the percentage entered in the exception set if it does not reflect the reality.
Items with expired lot

This exception shows an item that has inventory lots that expire within the planning horizon.
Generation
This exception is generated when there is an expired lot in the planning horizon.
Action/Resolution
The exception serves as a warning. You should ensure that the item/component will be used prior to its expiration date.
Items with no activity

This exception shows an item with no demand or supply in the current plan.
Generation
To determine if this exception exists, the planning process performs the gross-to-net explosion.
Action/Resolution
You can consider changing the item attributes Planning Method to Not planned.
145
Order at risk due to resource shortage

This exception message is only generated for unconstrained plans. It shows an item that can cause a late order because a resource, required to manufacture the item, is overloaded.
Generation
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.
Late supply pegged to forecast

This exception is only generated for unconstrained plans. This exception shows items with shortages that prevent forecast demand from being met, caused by component shortages.
Generation
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
The 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 date if it's possible. 2. Increase your resource availability: 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 (you need to manually change your resource in your routing since you're not running a constrained plan) 4. Modify the sourcing rules 5. Consider subcontracting
146
6. Consider substitute items (you need to manually change your set up for bill of material since you're not running a constrained plan) 7. Change shift pattern or add capacity (for example, additional workday) 8. Resource leveling: level under loaded and overloaded areas 9. Combination of the above You should consider expediting the late supply if the forecast date can't be adjusted. To find out which forecast is affected by this late supply, you can click "Supply/Demand" to display the Supply Pegging tree which allows you to peg up to the MDS entry.
Past due forecast

This exception message is generated when items have a forecast demand due date that is earlier than the plan start date (beginning of your planning horizon).
Action/Resolution
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.
Scroll right, if necessary, to see values in the following fields: Exception Count: the number of exceptions for the given exception type.
147
Item: the item for which this exception type occurred. Category: the item category associated with items for which you see exceptions. Planner: the planner who is associated with the items for which you see exceptions. Buyer: the buyer of the item for which this exception type occurred. Planning Group: the planning group, if any, that is associated with the items for which you see exceptions; only appears if the exception occurred in a projectrelated plan. Resource: the resource for which this exception type occurred. Resource Type: The resource type for which this exception occurred. If nothing appears in one of these fields, there are likely multiple values for that field. For example, if the Item field is blank, there may be multiple items for which the exception occurred. To find out more, query exceptions by the abovementioned fields or look at the exception details for the exception type that interests you. 10. Select exception message type by clicking on the box to the left of each row. Row will now be highlighted in blue.
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 button shows what specific resources are assigned to this item.
The Information.
button shows detailed Capacity
149
The specific resources.
button shows Resource Requirements for
The
displays the Material Plan.
150
The
button displays specific Item information.
The
will display the specific Supply/Demand for the item.
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.
152
B. The Exception Details form appears. Click FILE > EXPORT from the menu.
C. If a decision box appears, click on Continue to the End.
D. Click the SAVE option.
E. Save to your desktop with a distinct name.
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..
END Exception Messages
154
View a Horizontal Plan

On many windows in the MRP Planner Workbench you will have the option to view a Horizontal Plan. You can use this window to review bucketed horizontal planning data. You can change the dates and other data displayed by clicking Tools > Preferences. You can also export the plan to excel using the File > Export capability. form click on the 1. While in the button with the item row highlighted. 2. The form will appear
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.
155
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.
END View a Horizontal Plan.
156
Reschedule Scheduled Receipts

After reviewing planning recommendations, you can reschedule or cancel discrete jobs defined in Oracle Work in Process and reschedule purchase requisitions defined in Oracle Purchasing. Planning recommendations include: Reschedule in Reschedule out Cancel 1. Navigate to the Supply or Supply/Demand window. Check the box at left to select the order you want to firm. MRP > Workbench > Exceptions button > Find button > Choose line to view > Exception Details button > Select Item row > Supply/Demand button > Choose line to view.
2. Scroll to the right and check the Select to Release 3. Optionally, update the Implement Date and Imp Qty/Rate values
box.
4. Click the 5. Verify
icon in the tool bar. message received.
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
END Reschedule Scheduled Receipts.
157
Purge an MRP plan.
Once an MRP plan has been created, it can be purged or deleted.
1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP > Names.
2. Click the 3. The
4. Select MRP plan to purge by clicking on the line 5. Enter and Inactive On date 6. Click Edit from menu 7. Select Delete
158
8. The description will change to *about to purge*
9. Click on the
icon in the tool bar.
10. The purge note will appear.
11. Click on the
button.
159
12. Verify
message received.
13. Verify Purge concurrent request has completed normal in Requests form.
14. Purged Plan should not be visible.
END Purge an MRP plan.
160
Planners Workbench
Version 6.2
Accellent Supply Chain Operations Manual CHP 6 Planner Workbench
161
162
Planner Workbench Overview

Objective: The planner workbench contains all the demand and the suggested supply information the planned orders generated by launching the MRP plan in Oracle Planning. It is the planners job to review the information in the workbench and modify/adjust as necessary, and implement the planned orders as needed. Prerequisites:
CHP 1, 2, 3, 4 and 5 Accellent Planning Training
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: Review your resources. Review item details. Review supply/demand details. Review components, using assemblies, and end assemblies. Review the horizontal, material, and capacity plan. Display a summary supply and demand. Implement and maintain planned orders. Create planned orders manually. Release implemented orders.
163
Planner Workbench Introduction

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
button to open the
form.
164
4. The first thing to look at on the form will be the Completion dates and times. Normally this time is in the morning unless someone manually reruns the plan. The importance of this is that the MRP is set to run at a specific time every day. The data in the MRP is only as good as the time it was ran. All the data in the displayed MRP, Supply, Demand, Sales Orders, Purchase Orders, Safety Stock information, on hand quantities and other pieces of information are as of the specific time listed in the Completion Date region on the form.
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 there are several buttons that will allow you to
perform your planning duties. In the Details region of the form are the following buttons:
Allows you to search/view Capacity information
165
Allows you to search/view Item attribute data Allows you to search for Supply data and view/adjust data Displays Demand for your MRP Displays Supply/Demand Data for your MRP Plan. Allows you to search for Exceptions and resolve problems. This is most likely the most important function in the Planners workbench and should be addressed daily first thing.
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.
END Planner Workbench Introduction.
166
Query Tips for Planner Workbench

This will be a discussion on using Query and Find functions in the Planners workbench to retrieve data in a more efficient way to allow you to perform your Planning functions. 1. Login into a Planning Super-user responsibility to view item attributes around Lead Times. MRP > Workbench.
167
3. Click the
button to open 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 form will appear. This form is the same for buttons.
168
The big difference will be the data available to use listed in the LOV area. Examples are listed below:
of the Field
button
equals
button
equals
And the well.
button has different button
options as
4. The process to use the FIND form is as follows:

169
5. Click the
button and the
form appears.
6. Click on the LOV
in the Field field. Choose a parameter to set in your find.
7. Click the
button to choose Field parameter.
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.
10. Click the
button to choose From parameter.
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. 13. Click the 14. FIND produced not data button to execute the search.
15. Change FIND parameters and re submit.
172
16. Click the
button to execute the search.
17. Results of FIND are displayed.
18. From the above FIND results screen you can simply click the bar and it will take you right back to the FIND form.
icon in the toll
173
19. Click the
button to start over.
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.
174
22. Choose the parameter you want and click the
button to execute entry.
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.
26. Choose the parameter you want and click the
button to execute entry.
175
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.
176
31. If you click the
radio button your saved FIND parameters will be available
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 but not normally both.
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.
END Planner Workbench Query Tips.
177
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
button to open the
form.
178
4. To view item information, click on the 5. The form appears.
button.
6. Enter the Field, Condition and From parameters in the Find Items form.
button to execute the search. form appears with the FIND results.
9. You can now view item information such as description and assigned Planner.
179
10. Item information continued:
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.
180
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.
16. Click on the Demand or both Supply and Demand together.
button to view Supply,
181
17. Click on the
button to view the Horizontal Plan info.
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.
END Item Details.
182
Horizontal Material Plan 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.
3. Click the
button to open the
form.
183
button.
6. Enter the Field, Condition and From parameters in the Find Items form.
button to execute the search. form appears with the FIND results.
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
form appears with 3 main Tabs
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.
187
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 button resets all parameters back to the default Oracle setting. button to temporarily change parameters. form.
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.
39. The option to open or save appears.
40. Choose the location to save.
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.
END Horizontal Material Plan details.
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.
3. Click the
button to open the
form.
192
button.
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.
11. The Exceptions form displays tells us that based on the MRP run time of
. This
we have 9 sales order overdue.
12. To drill down for more data about Past Due Sales Orders simply check the radio button on the row button.
and click on the
194
13. The visible.
form appears. Details of the Past Due Sales Order will no be
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.
16. Close the
form and unclick Past Due Sales orders and click the radio button.
195
17. Click on the button. This will display the list of Past Due orders which consist of Purchase Orders, Discrete Jobs which are also known as Work Orders, and Planned Orders which are Oracles recommendations.
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.
22. The next most important exceptions to deal with are . This group of exceptions are orders that have lead time that is longer than the time left on the calendar before its due. An example would be if today is the 15th of the month and the order is due the 30th but the lead time for this order is 30 days, it is in . MRP will report it in this exception category. .
23. The next important category in exceptions to deal with is These are orders that Oracle MRP wants you to move the DUE date in. 24.
Displays orders where Oracle thinks the due date needs to be moved out for various reasons. Displays POs or Discrete jobs that Oracle sees no need for and they need to be cancelled ASAP.
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.
END Exception Handling.
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
button to open the
form.
198
4. To view planned orders we can use either the button. 5. We will use the
button or the
form for this demonstration.
form appears and we will use the queries function to FIND 6. The just the planned orders. 7. Choose Order Type Equals Planned Order
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.
12. Click on the
button.
13. This displays the form which is the list of orders that Oracle wants you to implement. It has important information for you to make you release decisions on. It is important that you do your own analysis to see if you agree with Oracle recommendations for releases.
14. Highlight a row on the form and Click on the button to view the source of the demand. 15. Click the + button to open the tree to view the lower level demand.
200
16. Right click on a box and the box will appear. Left click on it to open. You can do this on every box in the pegging form.
17. The Properties box will appear and display information about the demand/supply for that specific line you highlighted in the form.
Quantity = Qty of number of finished items and Pegged Quantity = portion of component order that will be applied to Quantity amount. 18. Close forms and return to 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 21. Verify 22. Click on the 23. The button. form appears requesting confirmation of release.
icon.
message received.
24. Click the
button to confirm release.
25. You have now created a Discrete Job for a MAKE item or a Purchase Requisition for a BUY item.
END Planned Orders.
202
View Possible Raw Material Shortages

This section of Planner workbench will demonstrate how to look up Raw Material shortages or if you have a request from OM group to see if an item can be produced to fulfill a sales order by a certain date. This process will demonstrate how to look up the data to see if you have the raw material on hand to produce the item. 1. Login into a Planning Super-user responsibility to view item attributes around Lead Times. MRP > Workbench.
203
3. Click the
button to open the
form.
4. Click on the
button. The
form appears.
5. Use the FIND form with following parameters
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.
9. Check each check box in the rows and click on the
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.
button and close the
form.
form appears with the data you need.
NOTE: Beginning on hand will always show just one week on the plan. 14. Is the balance projected if your follow Oracles recommendations in the MRP plan. Are the balances if you DO NOT follow Oracles recommendations in the MRP plan.
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.
END View Possible Raw Material Shortages.
207
Simulate Discrete Jobs

To reduce or increase capacity availability You can use the Simulate Discrete Job process to verify if you can deliver a certain quantity of an Item by a certain date. The Sales team may want to know this to let a customer know if the item can be delivered by a requested date. This process will let you know what components and capacity will be needed to meet the request. Navigation = Planning Super-user > Discrete Jobs > Simulate Discrete Jobs
1. Either double click on Departments or click
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
button to look at Capacity button to view Components. Start here. form appears.
This displays the information that in order to manufacture item 211165 the 4 components listed are required.
6. Click on the
TAB to view additional information.
209
button. from will appear.
210
9. The form displays all the Operations needed to manufacture the product.
10. Click on the operation.
button to view the resources assigned to each
11. Quantities can be reviewed as well.

211
END Simulate Discrete Jobs END Planner Workbench.
212
Capacity
Version 1.0
Accellent Supply Chain Operations Manual CHP 7 Capacity
213
Run CRP Routing Based Report

This report is run when MRP is run. 1. Login into a Planning Super-user responsibility to enter the MRP workbench. MRP > Reports.
2. Click on the
button.
214
3. Click the
radio button and the
button.
4. The form appears. 5. Choose the following report from List of Values.
6. Click the
button when highlighted.
7. The Parameters screen for this report displays.
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 button to enter parameters in request.
18. With the correct report name and parameters entered, click on the button.
216
19. The decision box appears, click on the
button.
20. From the menu select View>Requests.
21. Click
button.
22. When report finishes click View Output. 23. If you wish to print the report Select Tools > Reprint from the menu bar.
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.
END Generate Capacity Reports. Capacity Availability Changes
To reduce or increase capacity availability To properly reflect the available capacity of a Resource, you can reduce or increase the available capacity hours. Use any Oracle Responsibility that has access to Departments: Navigation = Bill of Material Inquiry > Departments
218
1. Either double click on Departments or click Open
2. Click on the flashlight icon
and select a Department.
219
3. Once the Department is selected, click on the Resources button.
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.)
6. Click on the Capacity Changes button.
7. Select Simulation Set. 8. In the Change field, select one of the following:
221
9. If needed, change the unit of Capacity.
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.
12. Enter a Reason:
222
13. Click the 14. Verify received.
icon to save the record message
END Make Capacity Availability Changes

View Possible Capacity Shortages
This section of Planner workbench will demonstrate how to look up available capacity. 1. Login into a Planning Super-user responsibility to view item attributes around Lead Times. MRP > Workbench.
223
3. Click the
button to open the
form.
224
4. Click on the
button. The
form appears.
5. Use the FIND form with following parameters
6. Click the 7. The form appears
button.
225
8. Choose your item and click the
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.
form appears. All the numbers displayed in this
13. We can now change our preferences to only show the information we are looking for. Go to Tools > Preferences
227
14. The
form appears. On the
TAB, choose
to look a capacity for your item. 15. Click the displayed. 16. Close the button to make a temporary change to the data
form.
17. Check all your Resource rows. Any Date bucket that has a negative number is a warning about required capacity. You can decide what to do if your job requires this item and it is out of capacity for that week. The same analysis needs to be done on each resource assigned to this item to see if you have the capacity to manufacture the item in the time requested.
228
END View Possible Capacity Shortages.
Download MRP Data

1. Login into a Planning Super-user responsibility to view item attributes around Lead Times. MRP > Workbench.
229
3. Click the
button to open the
form.
230
4. Click the 5. The 6.
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
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
On the Menu select File > Export
The following screen will display during the export process
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
Follow the text import wizard
See the below data downloaded into MS Excel
END Download MRP Data.
236
CRP Routing Based Report Download process

This will display the step by step process for the Accellent Planning user to run the CRP Routing based report. Navigation = Planning Superuser > View > Requests
1. The 2. The
form appears. Click the form appears. Make sure the button.
button.
radio button is clicked and then click the 3. The 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
button to submit parameters.
238
8. Click the 9. The 10. Use the shows
button to submit report request to be run. form will appear. button until your request .
button to view report results. 11. Click the 12. Click on TOOLS > COPY FILE.
13. Save your file to the desktop.
239
14. Results of report will be displayed.
240
END CRP Routing Based Report request
241
Misc. Supply Chain Processes

Version 8.5
Accellent Supply Chain Operations Manual CHP 8 Misc Supply Chain Items
242
Item Attributes Setup that affect Planning
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.
243
4. The
form appears. button.
5. Enter the item you are searching for and click the
6. The
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.
244
8. Order Modifiers region.
Controls have many of an item can go on each order.
Controls the amount on 1 order that picks up the demand over the period of days you enter.
If you put a number in here, orders will be created in multiples of that number.
allows you to select the source for
this item
245
9. The
TAB.
10. This is where you choose if the item is planned 11. Planning Time fences can be set here
END Item attributes that affect Planning.
246
Setting Safety Stock
To set up safety stock for an item Safety stock can be set for an item using the site Planning User or Planning Superuser responsibility 1. Navigation > Inventory Planning > Safety Stocks
2. Either double click on Safety Stocks or click 3. The form appears.
button.
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 icon to save the record message received.
248
To review existing safety stock Safety stock can be reviewed for an item using the site Planning User or Planning Superuser responsibility N> Inventory Planning > Safety Stocks
5. Either double click on Safety Stocks or click the
button.
5. Click the
button.
249
6. The
form appears.
7. The items current Effective Date and Safety Stock Quantity will display and can be modified.
END Setting Safety Stock.
250
Vendor Managed Inventory Setup

This is for inventory that the supplier has consigned on site to us.
Vendor Managed Inventory Oracle can be setup so that your vendors can be kept informed of quantities for the items you receive from them and can ship based on a regularly sent report. A min/max level is established for the vendor, a blanket PO is created and finally a report is generated and sent to the vendor. Establish Min/Max levels in Oracle 1. Link the item to the vendor via the Approved Supplier List 2. Select the row in the key attributes tab 3. Click Attributes
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.
251
Create a Blanket PO for the item 1. Create a Blanket PO based on the term and pricing that is negotiated with the vendor. For this example the term is 6-months. 2. Once the PO is approved a single release is created for the entire amount of the Blanket PO. The Promise Date is the last day of the PO. This release is for the entire amount .For the example below the Promise Date is 19-Sep-09. 3. All receipts are against this single release rather than creating multiple releases against the Blanket PO. The vendor receives a VMI report and truly manages the inventory.
252
253
Send VMI Report on an established frequency 1. Navigation = Inventory Inquiry > Reports Inventory Inquiry is available under many different Oracle responsibilities
2. Select the ACC Vendor Managed Inventory Report from the list of dropdown reports available. Click OK
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.
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.
END VMI Process.
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.
257
4. In the Item field, enter the item number or select from the LOV 5. Click on the button.
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.
259
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.
14. Click the
tab and
tab to view customer orders that contain this to populate the screen
item. Remember to Click
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
260
16. The Update Order, Customer Std and Order Organizer will display Oracle screens.
17. Click the tab to see manufacturing job history for this item. This will display work orders on the floor for that item, the status of the job, dates and quantities. 18. The most recent job displays at the top of the list 19. If a job is closed, and that line is selected, cost information for that job will display in the bottom section of the screen. 20. The View Jobs and Update Jobs buttons will display Oracle screens.
21. Click the
tab to see purchase information for this item.
Note: This will only display information if you are viewing an item that is purchased and not manufactured
261
22. The Purchase Order, Supplier Info and View Supplier buttons will display Oracle screens
23. Click the
to see BOM details for this item or Indent BOM to see the
indented BOM. Click to display the component part in the item workbench. Remember to use F4 to return to the original item
24. Click
to see the open jobs for the BOM components.
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.
262
27. Click F4 to return to the original item
28. Click the
tab to view Routing Details for this Item.
29. Update Router will display an Oracle screen
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
to view all attachments that are specifically associated with this 33. Click item. 34. Click Price to see all price list entries for this item. It will display all price lists this item is on, the price list effectivity dates, the price and price effectivity dates. The Price List button will display the price list selected in an Oracle screen
264
35. The
tab will display all items in a specific category set and catalog.
36. Select the Category Set and Catalog to use. 37. Enter the values for the characteristics of that catalog. 38. The values here are not numeric which means you must enter all leading zeroes. 39. Click . The items that meet your criteria display. As you select a row the Quantity on hand is displayed on the bottom right hand corner of the screen.
END Item Workbench END Misc Supply Chain Items
265
GLOSSARY
AcceptableEarlyDays Anitemattributethe planningprocessusestodecidewhento suggestreschedulingordersfortheitemto anearlierdate. Theplanningprocessonly suggestsreschedulingordersfortheitemif theorderisduetobereceivedintoinventory beforetheacceptableearlydate. This attributeisusedwhenitismoreeconomical tobuildandcarryexcessinventoryfora shorttimethanitistorescheduletheorder. Thisattributeappliestodiscretelyplanned itemsonly. Theattributeforrepetitively planneditemsisOverrunPercentage amount. Ifyoudonotdefineavalueforthis attribute,theplanningprocessassumesthere isnoupperlimittothenewdailyratethatit cansuggestfortheiteminsidetheplanning timefence. Ifyousetthisattributetozero, theplanningprocessassumesitcannot suggestanyrategreaterthanthecurrent dailyrateinsidetheplanningtimefence. Inventorydefaultsthevalueofthisattribute tozero. Thisattributeletsyouminimize shorttermdisruptiontoshopfloorschedules byrestrictingshorttermratechange suggestionsandappliestorepetitively planneditemsonly.
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
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.
2 OracleMasterScheduling/MRP andOracleSupplyChainPlanningUsersGuide Glossary
267
billofresourceset Agroupofbillsof resources. Abillofresourcesetcanhaveone ormanybillsofresourceswithinit. 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.
capacitytoavailablecapacity,basedona
capacityrequirementsplanning Atime phasedplancomparingrequired
OracleMasterScheduling/MRP andOracleSupplyChainPlanningUsersGuide
Glossary
268
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
Glossary
269
Wheneveryousubmitarequest,suchas runningareport,aconcurrentmanagerdoes theworkforyou,lettingyouperformmany taskssimultaneously. confidencepercent Thedegreeofconfidence inaforecastthattheforecasteditembecomes actualdemand. Whenloadingschedules fromaforecast,theconfidencepercentis multipliedbytheforecastquantityto determinetheschedulequantity configuration item The item that corresponds to a base model and a specific list of options. Bills of Material creates a configuration item 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.
thatgrossrequirementsforprojectedon
currentprojectedonhand Quantityonhand projectedintothefutureifscheduledreceipts arenotrescheduledorcancelled,andnew plannedordersarenotcreatedasper recommendationsmadebytheplanning process. Calculatedbytheplanningprocess ascurrentsupply:(nettablequantityonhand+ scheduledreceipts)grossrequirements. Note
270
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.
271
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.
destination forecast The forecast you load into when copying a forecast into another 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.
DemandTimeFenceDays Itemattributeused whenyousetthePlanningTimeFence attributetoUserdefinedtimefence. MasterScheduling/MRP calculatesthe demandtimefencefortheitemastheplan date(orthenextworkdayiftheplanis generatedonanonworkday)plusthevalue youenterhere. department Anareawithinyourorganization thatconsistsofoneormorepeople, machines,orsuppliers. Youcanalsoassign andupdateresourcestoadepartment. dependentdemand Demandforanitemthat isdirectlyrelatedtoorderivedfromthe demandforotheritems.
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
Glossary
272
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.
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.
exceptionmessage Amessagereceived indicatingasituationthatmeetsyour predefinedexceptionsetforanitem,suchas Itemsthatareovercommitted,Itemswithexcess inventory,andOrderstoberescheduledout.
finishedgood Anyitemsubjecttoacustomer orderorforecast. Seealsoproduct firmplannedorder AnMRPplannedorder thatisfirmedusingthePlannerWorkbench. Thisallowstheplannertofirmportionsof thematerialplanwithoutcreatingdiscrete jobsorpurchaserequisitions. Unlikeafirm
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
273
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
Glossary
274
date is the quantity for that particular day, week, or period, depending on the bucket size. forecastenditem Theparentitemfor componentsthatreceiveexplodedforecasts duringforecastexplosion. Usedtoidentify thehighestlevelplanningormodelitem fromwhichforecastsforacomponentcanbe exploded. forecastentryAforecastforaninventoryitem statedbyadate,anoptionalrateenddate, andquantity. forecastexplosion Explosionoftheforecast forplanningandmodelbillsofmaterial. The forecasteddemandfortheplanningormodel billispasseddowntocreateforecasted demandforitscomponents. Youcanchoose toexplodetheforecastwhenloadinga forecast. 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.
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.
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.
275
10
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.
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.
load factor The maximum hour rate divided by the productionrate for a given repetitive assemblyandproductionline.
loadrate Therequiredratemultipliedbythe loadfactorforagivenproductionline. loadratio Requiredcapacitydividedby availablecapacity.
manualrescheduling Themostcommon methodofreschedulingscheduledreceipts. Theplanningprocessprovidesreschedule messagesthatidentifyscheduledreceipts thathaveinconsistentduedatesandneed dates. Theimpactonlowerlevelmaterial andcapacityrequirementsareanalyzedby materialplannersbeforeanychangeismade tocurrentduedates.
masterdemandschedule Theanticipatedship scheduleintermsofratesordiscrete quantities,anddates.
11
Glossary
276
11
masterproductionschedule(MPS) The anticipatedbuildscheduleintermsofrates ordiscretequantities,anddates. 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. Maximum Order Quantity An item attribute theplanningprocess uses to modify the size
ofplannedorderquantitiesorrepetitive
277
12
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
278
13
ofplannedorderquantitiesorrepetitive dailyratesfortheitem. Fordiscretely planneditems,whennetrequirementsfall shortoftheminimumorderquantity,the planningprocesssuggeststheminimum orderquantity.Forrepetitivelyplanned items,whenaveragedailydemandfora repetitiveplanningperiodfallsshortofthe minimumorderquantity,theplanning processsuggeststheminimumorder quantityastherepetitivedailyrate. Usethis attribute,forexample,todefineanorder quantitybelowwhichitisnotprofitableto buildtheitem.
theMPSplanningprocess. Settheexplosion leveltothelowestlevelonthebillofmaterial thatanMPSplanneditemexistssothe planningprocessdoesnotneedtosearch throughalllevelsforMPSplanneditems.
MPSplan Asetofplannedordersand suggestionstoreleaseorrescheduleexisting schedulereceiptsformaterialtosatisfya givenmasterscheduleforMPSplanned itemsorMRPplanneditemsthathavean MPSplannedcomponent. Statedindiscrete quantitiesandorderdates.
minimumrate Theminimumnumberof completedassembliesaproductionlinecan produceperhour.
mixedmodelmap Usedtodesignbalanced lines.Theprojectedvolumeandmixof demandforagroupofproductsisusedto calculateweightedaverageworkcontent times.TheseaveragesarecomparedtoTAKT timeinordertoregroupeventsintobalanced operations,andreallocateresources.
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.
modelbillofmaterial Abillofmaterialfora modelitem. Amodelbilllistsoptionclasses andoptionsavailablewhenyouplacean orderforthemodelitem.
modificationpercent Usedtomodifythe destinationmasterscheduleentriesor forecastentriesyouareloadingbyapercent ofthesourceentries.
module Aprogramorprocedurethat implementsoneormorebusinessfunctions, orpartsofabusinessfunctioninan application. Modulesincludeforms, concurrentprograms,andsubroutines. MPSSeemasterproductionschedule.
MPSexplosionlevel Anoptionforamaster demandschedulethatletsyoulimitthe explosionthroughunnecessarylevelsduring
MRPPlanningMethod Anitemattribute usedtodecidewhentoplantheitem. A valueofMPSplanningmeanstheitemis plannedbytheMPSplanningprocess. Itis anitemthatyoumasterscheduleandfor whichyourequiremanualcontrol. Choose thisoptionforitemswithindependent demand,itemsthatarecriticaltoyour business,oritemsthatcontrolcritical resources. AvalueofMRPplanningmeans theitemisplannedbytheMRPplanning process. Choosethisoptionfornoncritical itemsthatdonotrequiremanualcontrol. Thesearetypicallydependentdemand
14
Glossary
279
14
items. AvalueofDRPplanningmeansthe
15
Glossary
280
15
itemisplannedbytheDRPplanning process. AvalueofDRP&MRPmeansthe itemisplannedbyeitheraDRPplanningor MRPplanningprocess. AvalueofDRP& MPSmeanstheitemisplannedbyeithera DRPplanningorMPSplanningprocess. A valueofNonemeanstheitemisneither MPSplannedorMRPplanned. Itdoesnot requirelongtermplanplanningofmaterial requirements. Choosethisoptionforhigh volumeand/orlowcostitemsthatdonot warranttheadministrativeoverheadof materialrequirementsplanning. Theseare typicallydependentdemanditems. MRPplanneditem AnitemplannedbyMRP duringtheMRPplanningprocess. multidepartmentresourceAresourcewhose capacitycanbesharedwithother departments. nervousness CharacteristicexhibitedbyMRP systemswhereminorchangestoplansat higherbillofmateriallevels,forexampleat themasterproductionschedulelevel,cause significantchangestoplansatlowerlevels. net change simulation Process used to make changes to supply and demand and replan them. netrequirements Deriveddemanddueto applyingtotalsupply(onhandinventory, scheduledreceipts,andsafetystock quantities)againsttotaldemand(gross requirementsandreservations). Net requirements,lotsizedandoffsetforlead time,becomeplannedorders.Typicallyused forrework,prototype,anddisassembly.
includeditems.
option Anoptionalitemcomponentinan optionclassormodelbillofmaterial. optionclass Agroupofrelatedoptionitems. Anoptionclassisorderableonlywithina model. Anoptionclasscanalsocontain
281
16
option classbill of material 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
282
17
exceedsthesuggesteddailyratebymore thantheacceptableoverrunamount. This attributeletsyoureducenervousnessand eliminateminorratechange recommendationswhenitismore economicaltocarryexcessinventoryfora shorttimethanitistoadministertherate change. Thisattributeappliestorepetitively planneditemsonly. Therelatedattributefor discretelyplanneditemsisAcceptableEarly Days. Seeacceptableearlydays
planhorizon Thespanoftimefromthe currentdatetoafuturedatethatmaterial plansaregenerated. Planninghorizonmust coveratleastthecumulativepurchasingand manufacturingleadtimes,andisusually quiteabitlonger.
overwriteoption Optiontooverwriteexisting ordersonanMRPplanoranMPSplan duringtheplanningprocess. Without overwriting,youcankeepyourexisting smoothedentriesaswellasaddnewones. Byoverwriting,youerasetheexistingentries andaddnewoneaccordingtothecurrent demand. Theoverwriteoptioninusedwith theappendoption. Seeappendoption.
plannedorder Asuggestedquantity,release date,andduedatethatsatisfiesnetitem requirements. MRPownsplannedorders, andmaychangeordeletetheordersduring subsequentMRPprocessingifconditions change. MRPexplodesplannedordersat onelevelintogrossrequirementsfor componentsatthenextlowerlevel (dependentdemand). Plannedordersalong withexistingdiscretejobsalsoserveasinput tocapacityrequirementsplanning, describingthetotalcapacityrequirements throughouttheplanninghorizon.
paybackdemandTemporarymaterialtransfer whenoneprojectborrowsdemandfrom anotherproject.
payback supply Temporary material transfer when one project lends supply to another project.
percentofcapacity Therequiredhours dividedbytheavailablehoursforanygiven department,resource,andshiftcombination. period Seeaccountingperiod.
plannedpurchaseorder Atypeofpurchase orderyouissuebeforeyouorderactual deliveryofgoodsandservicesforspecific datesandlocations. Younormallyentera plannedpurchaseordertospecifyitemsyou wanttoorderandwhenyouwantdelivery oftheitems. Youlaterenterashipment releaseagainsttheplannedpurchaseorder whenyouactuallywanttoordertheitems.
phantomassembly AnassemblyWorkin Processexplodesthroughwhenitcreatesthe billofmaterialforajoborschedule. A particularassemblycanbeaphantom assemblyononebillandasubassemblyon another. pipe Allowssessionsinthesamedatabase instancetocommunicatewitheachother. Pipesareasynchronous,allowingmultiple readandwriteaccesstothesamepipe.
plannerdeleteworker Anindependent concurrentprocess,launchedbythe memorybasedplanner,thatremoves previousplanoutputfromthetables. Itruns onlywhenthememorybasedplannerruns withoutthesnapshot.
PlannerWorkbench YoucanusethePlanner Workbenchtoactonrecommendations generatedbytheplanningprocessforaplan. Youcanimplementplannedordersas discretejobsorpurchaserequisitions, maintainplannedorders,reschedule scheduledreceipts,andimplementrepetitive
18
Glossary
283
18
schedules. Youcanchooseallsuggestions fromanMRPplan,oronlythosethatmeeta certaincriteria. 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.
theMPSplanningprocesswhenplanning
planninghorizon Theamountoftimea masterscheduleextendsintothefuture. planningmanagerAprocessthatperforms onceadayandperiodmaintenancetasks. Thesetasksincludeforecastconsumption, masterschedulerelief,forecastandmaster scheduleloads,andothermiscellaneousdata cleanupactivities.
planningprocess Thesetofprocessesthat calculatesnetmaterialandresource requirementsforanitembyapplyingon handinventoryquantitiesandscheduled receiptstogrossrequirementsfortheitem. Theplanningprocessisoftenreferredtoas
284
19
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
285
20
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.
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.
processingleadtime Thetimerequiredto procureormanufactureanitem. For manufacturedassemblies,processinglead timeequalsthemanufacturingleadtime. product Afinisheditemthatyousell.Seealso finishedgood. productionline Thephysicallocationwhere youmanufacturearepetitiveassembly, usuallyassociatedwitharouting. Youcan buildmanydifferentassembliesonthesame lineatthesametime. Alsoknownas assemblyline. productionrateHourlyrateofassemblies manufacturedonaproductionline. production relief The process of relievingthe master production schedule when a discrete jobiscreated. Thisdecrementsthebuild
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.
21
Glossary
286
21
projectedonhand Thetotalquantityonhand plusthetotalscheduledreceiptsplusthe totalplannedorders. 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.
duemeanstheplanningprocessreduces
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
287
22
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
288
23
repetitivescheduleallocation Theprocessof dividingsuggestedaggregaterepetitive schedulesandallocatingthemacross individualproductionlines,basedon predefinedlineprioritiesandproduction rates. requiredcapacity Theamountofcapacity requiredforaresourceorproductionline. requiredhours Thenumberofresourcehours requiredperresourceunittobuildoneunit ofthebillofresourcesitem. requiredrate Theproductionrateallocatedto anindividualproductionlinebythe repetitivescheduleallocationprocess. requisitionSeepurchaserequisitionand internalsalesorder.
fromasupplier,andphysicalspace.
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
24
Glossary
289
24
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
25
Glossary
290
25
processusesanddisplaysdecimalvalues whencalculatingplannedorderquantities andsuggestedrepetitiveratesfortheitem. AvalueofRoundorderquantitiesmeans theplanningprocessroundsdecimalvalues uptothenextwholenumberwhen calculatingplannedorderquantitiesand suggesteddailyratesfortheitem. Planned orderquantitiesandsuggesteddailyrates arealwaysroundedup,neverdown. The planningprocesscarriesanyexcess quantitiesandratesforwardintosubsequent periodsasadditionalsupply.
quantitiesaredynamicinthattheyvaryasa functionoftheaveragegrossrequirements calculatedbytheplanningprocessforthe item. AvalueofNonMRPplannedmeans theplanningprocessplanstosafetystock quantitiescalculatedandmaintainedin Inventory. Thesesafetystockquantitiesare fixedinthattheSnapshotloadsthemfrom Inventorybeforetheplanningprocessand theydonotvaryunlesstheyarerecalculated inInventory.
routingbasedcapacity Capacityplanningat theresourcelevel.Requiredcapacity, availablecapacity,andcapacityloadratioare calculatedforindividualresourcesassigned tooperationsonroutings..Requiredand availablecapacityarestatedintermsof hoursperresourceperweek. safetystock Quantity ofstock planned to have in inventory to protect against fluctuations in demandand/orsupply.
SafetyStockBucketDays Anitemattribute theplanningprocessuseswhenyousetthe SafetyStockattributefortheitemtoMRP plannedpercent. Theplanningprocess dynamicallycalculatessafetystock quantitiesfortheitembymultiplyingthe averagegrossrequirementsfortheitem,over thetimeperioddefinedbythevalueyou enterforSafetyStockBucketDays,bythe valueyouenterforSafetyStockPercent.
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
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
291
26
ManagementtoInventoryastherequired dateanytimeyoureserveorplacedemand foranorderline. scheduleenddateForrepetitiveitems, definestheendoftherepetitiveratefora masterschedule. scheduleentry Ascheduleforaninventory item. Fordiscreteitems,statedbyadateand quantity.Forrepetitiveitems,statedbya date,scheduleenddate,andquantity. schedulesmoothing Themanualprocessof enteringquantitiesanddatesonthemaster productionschedulethatrepresentalevel productionpolicy.
ShrinkageRate Anitemattributetheplanning processusestoinflatethedemandforthe itemtocompensateforexpectedmaterial loss.Enterafactorthatrepresentsthe averageamountofmaterialyouexpectto loseduringyourmanufacturingprocess. For example,ifanaverage20%ofallunitsofthe itemfailfinalinspection,enterashrinkage ratefortheitemof0.2. Inthisexample,the planningprocessalwaysinflatesnet requirementsfortheitembyafactorof1.25 1shrinkagerate). (1/
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.
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.
27
Glossary
292
27
snapshottask Ataskperformedbythe snapshotorasnapshotworkerduringthe planningprocess. 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
optimalschedulerepresentsaggregated
293
28
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.
TAKTtime Operationalcycletime therateat whichproductsneedtobe manufacturedon theline.Aidsin establishingthedailyrates for theproductionline.TAKTTime= effectiveresourcehoursavailableperday/ Averagedailydemand
timebucket Aunitoftimeusedfordefining andconsumingforecasts. Abucketcanbe oneday,oneweek,oroneperiod. timefence Apolicyorguidelineestablished tonotewherevariousrestrictionsorchanges inoperatingprocedurestakeplace. The planningprocesscannotcreateorreschedule orderswithintheplanningtimefence. This givestheplannertheabilitytostabilizethe planandtherebyminimizingthe nervousnessofthesystem.
time phasedrequirements Requirementsfor resourceswheretheneeddatesareoffsetby theleadtimeforthoseresources.
twolevelmasterscheduling Atechniquethat facilitatestheforecastexplosionofproduct groupingsintorelatedmasterproduction
294
29
definedforaproductline,familyorend productwhilethesecondlevelisdefinedfor keyoptionsandcomponents. underload Aconditionwhererequired capacityforaresourceorproductionisless thanavailablecapacity. usagequantity Thequantityofacomponent, includingcomponentyieldrequiredto produceoneassemblyinadiscretejobor repetitivescheduleasstatedonthebillof materials.
utilizationRatioofdirecttimechargedtothe clocktimescheduledfortheresource.
workorderdate Thedatetobeginprocessing thepaperworkforthediscretejob. Thisdate isoffsetfromthestartdatebythe preprocessingleadtime.
worker Anindependentconcurrentprocess thatexecutesspecifictasks. Programsusing workerstobreaklargetasksintosmaller onesmustcoordinatetheactionsofthe workers.
30
Glossary
295
30

R12 ASCP Training Manual PDF

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

R12 ASCP Training Manual PDF

Uploaded by

Copyright:

Available Formats

Accellent Supply Chain Planning

Accellent Oracle Supply Chain Planning Operations Manual Accellent

Document prepared by Rick Hall Accellent OCC Senior Planning Trainer

Lead Time Topics

Accellent Oracle Competency Center Supply Chain Planning Operations Manual

Supply Chain Planning Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Oracle Planning General Concepts

Accellent Supply Chain Operations Manual CHP 1 Overview

Supply and Demand

Demand and Supply

Accellent Supply Chain Operations Manual CHP 1 Overview

Independent and Dependent Demand

Accellent Supply Chain Operations Manual CHP 1 Overview

Oracle Modules integrated in Planning process.

The Planning Process

Accellent Supply Chain Operations Manual CHP 1 Overview

The Planning Process

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Master Demand Schedule

Master scheduling is used for:

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

END Oracle Planning Chapter 1 Overview

Accellent Supply Chain Operations Manual CHP 1 Overview

Accellent Oracle Competency Center Supply Chain Planning Operations Manual

Accellent Supply Chain Operations Manual CHP 2 Forecasting

Accellent Planning Forecasting

Accellent Supply Chain Operations Manual CHP 2 Forecasting

Accellent Supply Chain Operations Manual CHP 2 Forecasting

It is the responsibility of Planning to determine:

Accellent Supply Chain Operations Manual CHP 2 Forecasting

Create a Sales Forecast in Oracle

button to enter into the Forecast Sets form.

Accellent Supply Chain Operations Manual CHP 2 Forecasting

Accellent Supply Chain Operations Manual CHP 2 Forecasting

17. Click on the 18. The

button. form appears.

be modified and mixed as needed.

21. Click 22. Verify

23. Close the

Accellent Supply Chain Operations Manual CHP 2 Forecasting

Accellent Supply Chain Operations Manual CHP 2 Forecasting

29. Click on the

button when asked to submit another request.

30. Go to View Menu, click on Requests

33. Choose the 34. Click on the 35. Verify request

radio button. button.