Oracle Min Max Planning

Min Max Planning


Min Max planning is one of the inventory planning method where when quantity reaches min level, system auto create purchase requisition to order material from supplier or can create a move order to transfer material from other Sub-inventory based on our setups. Min Max planning can be done both at sub inventory level or Inv org level. In org level the item quantity is checked in all subinventories

Lets see how to do Min Max Planning at Subinventory level

Setups
1) Create a Min Max Item. take template of purchase item.
2) Set planning method as Min Max in General Planning tab.
3) Navigate to Setup>Organization>Subinventories. Here in Item/subinventory specify Min and Max Quantities and Min /Max order Quantities.
4) Specify a Source in General Planning tab. We will take source as Subinventory to create a move order when demand arises.

Here system see on hand balances, Supply like PO and demand like Sales order at subinventory level

Step 1) Create a "MIN MAX" item and apply Purchase Item template

Item Setup Min Max Planning

Step 2) Navigate to General Planning tab, Here specify the planning method as Min Max Planning. you can specify the Min Max quantities and Min Max Order Quantities but when planning at subinventory level this will get overridden by the values at subinventory level.

Item Setup Min Max Planning

Step 3) Now go to Subinventory Window and Query for "Stores" subinventory.

Min Max Planning Setups

Click on Item/Subinventory Button

Step 4) Here First in Planning tab enter Item and specify min max quantities. Also Tick Min max planning check Box.

Min Max Planning Setups

Step 5) Now go to next tab "Order Modifiers". Specify a Minimum and Maximum order Quantities.

Min Max Planning Setups

Step 6) Now navigate to next Tab  "Sourcing". Here mention sourcing subinventory

Min Max Planning Setups

Note: Other methods of Sourcing are Suppliers and Inventory. If you choose "Supplier" system will create a Purchase requisition and if you choose "Inventory" system will create an internal requisition.

After that if you want you can optionally specify the lead times.

Test case

Step 1) After doing setups please perform miscellaneous transaction to receive some quantities in subinventory FGI for MIN MAX item

Step 2) Now run "Min-max planning report". You can choose the parameters as shown in below screenshots. Restock Option should be Yes.

Min-max planning report

Min-max planning report

Step 3) View report Output

Min Max Planning Report

You can see the values shown in report are from subinventory level and not from master item level.

Reorder quantity is 1000.

If something fails, you can run "Requisition Import Exception Report" to find out the errors.

Step 4) Now Navigate to Transact Move order  transact move order

Thanks
Mandeep
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