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8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite
http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 1/6
Monday, April 14, 2014
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
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
8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite
http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 2/6
Step 3) Now go to Subinventory Window and Query for "Stores" subinventory.
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.
Item Setup Min Max Planning
Min Max Planning Setups
8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite
http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 3/6
Step 5) Now go to next tab "Order Modifiers". Specify a Minimum and Maximum order Quantities.
Step 6) Now navigate to next Tab "Sourcing". Here mention sourcing subinventory
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.
Min Max Planning Setups
Min Max Planning Setups
Min Max Planning Setups
8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite
http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 4/6
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.
Test case
Min-max planning report
8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite
http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 5/6
Step 3) View report Output
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.
Min-max planning report
Min Max Planning Report
8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite
http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 6/6
Step 4) Now Navigate to Transact Move order transact move order
Thanks
Mandeep

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Oracle min-max-planning

  • 1. 8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 1/6 Monday, April 14, 2014 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 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
  • 2. 8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 2/6 Step 3) Now go to Subinventory Window and Query for "Stores" subinventory. 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. Item Setup Min Max Planning Min Max Planning Setups
  • 3. 8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 3/6 Step 5) Now go to next tab "Order Modifiers". Specify a Minimum and Maximum order Quantities. Step 6) Now navigate to next Tab "Sourcing". Here mention sourcing subinventory 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. Min Max Planning Setups Min Max Planning Setups Min Max Planning Setups
  • 4. 8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 4/6 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. Test case Min-max planning report
  • 5. 8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 5/6 Step 3) View report Output 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. Min-max planning report Min Max Planning Report
  • 6. 8/4/2014 Oracle Min MaxPlanning |Simplifying Oracle E Business Suite http://mandeeporacle.blogspot.in/2014/04/min-max-planning-min-max-planning-is.html 6/6 Step 4) Now Navigate to Transact Move order transact move order Thanks Mandeep