Material Planning - Plan to Production
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Transcript of Material Planning - Plan to Production
Material Planning - Plan to Production
Demo Script (Internal)
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage 1
Table of Contents
Material Planning - Plan to Production [EDUM0410]..................................................................................1Material Planning - Plan to Production..........................................................................................................1
Confirm CRP Inquiry Manager is set up....................................................................................................2Confirm CRP Inquiry Manager is Active...................................................................................................3
Confirm MRP: Default Sourcing Assignment Set.........................................................................................4Update the Simulation Set..........................................................................................................................5Create and update Forecast.........................................................................................................................7Create and Load Master Demand...............................................................................................................10Create and Launch MRP Plan.....................................................................................................................12Release Planned Orders From MRP Workbench.......................................................................................14Receive Purchase Orders............................................................................................................................16Complete WIP Jobs....................................................................................................................................17
Flowchart........................................................................................................................................................19
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage i
Material Planning - Plan to Production
Document Control
Date Owner AppRelease
Version Change Reference
14-Jun-2004 Andy.Brisley 11.5.10 v1.0 Updating script to Tutor Format
17-Sep-2004 Jason So 11.5.10 V1.0 Reviewed and Change Required
04-Oct-2004 Jason So 11.5.10 V1.0 Script Validated
Objective
Enhanced - The purpose of this product flow script is to demonstrate the MRP Planning processes by creating a forecast, populating the forecast, creating and loading an MDS, creating and launching an MPS and MRP releasing purchase requisitions and covering them with purchase orders. Releasing the Planned order for a wip job. Receiving the Purchase orders and using that material to complete the wip job.
What's New?
This script was expanded to include releasing of purchase reqs and covering the reqs with PO's and receiving the PO's to use the material for the wip jobs that were released.
Pitfalls
Assumptions
Related Business Flows (Optional)
Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals
Pre Demo Steps (Optional)
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage 1
Confirm CRP Inquiry Manager is set up
Confirm CRP Inquiry Manager is set up
You need to set up and activate the CRP Inquiry Manager in order to show Rough Cut Capacity Planning. If this is not set up and activated you will not be able to see any results in the Rough Cut Capacity Planning.
1 Log inField Value
User Name MFG
Password Welcome
Responsibility System Administrator
2. Set up CRP Inquiry Manager.
(N) Concurrent > Manager > Define
The Concurrent Manager window will be displayed.
(B) Query Field Value
Manager CRP Inquiry Manager
The CRP Inquiry Manager will be populated
(B) WorkshiftField Value
Processes 1
The number of processes should be set to 1 If it is not change the value to one.
(I) Save (if record was changed)
The Changes will be saved.
Close the forms back to the navigator.
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage 2
Confirm CRP Inquiry Manager is active
Confirm CRP Inquiry Manager is active
3. Activate CRP Inquiry Manager.
(N) Concurrent > Manager > Administer
The Administer Concurrent Manager window will be displayed
(B)Query the CRP Inquiry ManagerField Value
Manager CRP Inquiry Manager
The CRP Inquiry Manager will be displayed. The status of this manager when released was active. If you have to update the manager follow the steps below. If not skip the rest of this portion.
(B) Restart
You will receive a message at states the system is activating the CRP Inquiry manager. This can take a few minutes.
Close the forms back to the navigator.
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage 3
Confirm MRP: Default Sourcing Assignment Set
Confirm MRP: Default Sourcing Assignment Set
At time of deployment this profile was set correctly. However, if this Sourcing assignment set is different, you may get different results then this script outlines
You should still be at the System Administrator Menu.
4. Profile> System
The Search Profile Form will be displayedField Value
Site Check Box
Profile MRP:Default Sourcing Assignment Set
Make sure there is no space in between the colon.
Confirm the profile is set to Supplier Scheduling. If not update by using the lov to do so. You may have to log out and log back in as Profileoptions / Welcome to make this change.
(I) Save the record (if record was updated)
Close all forms until you reach the navigator .
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage 4
Update the Simulation Set
Update the Simulation Set
We need to update the simulation set date ranges to make sure the fall within your planned demo. If you do not update the simulation set dates, you will get different results then outlined in the script.
5. Change Responsibility to Manufacturing and Distribution Manager.
(M) File> Switch ResponsibilityField Value
Responsibility Manufacturing and Distribution Manager
6. Update the Simulation Set Dates
(N) Bills of Material > Routings > Departments >Field Value
Org M1
The Find Department Window will be displayed.
(I) Find Upgrade DepartmentField Value
Department Upgrade
The UPGRADE Department will be active.
(B) Resources
All of the resources for that department will be displayed.
We will be changing the capacity of the LBR-UPGRAD resource.
Highlight the LBR-UPGRAD resource
(B) Shifts
The Shifts will be displayed
Highlight the First Shit
(B) Capacity Changes
The Capacity Change form will be displayed
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Material Planning - Plan to ProductionPage 5
Field Value
Simulation Set Temp Assy
Change Add Capacity
Capacity 3
From Date Leave As is
To Date At deployment this date was 30-Dec-2005 if it has changed ,change to a date that is current with your demo planning horizon.
(I) Save the record
Close the forms back to the navigator.
If Pre Demo Steps complete, goto task #1. Otherwise, goto task #1.
Begin Demo
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Material Planning - Plan to ProductionPage 6
Create and Update Forecast
Create and Update Forecast
You may wish to start the demo by drawing the bill of material we will be using. This may help explain the output.
AS62445
SB22680
CM22680
CM22684
PH22681
CM22682
CM22683
You can go as deep as you like with this demo but the script will go through and release two purchase reqs for the CM22680 and CM22684 and the wip job for the SB22680. We will then create and receive the purchase orders and finally build the job for the SB22680.
You will start by creating the Forecast Data.
7. Log into forms asField Value
User Name MFG
Password Welcome
Responsibility Manufacturing and Distribution Manager
8. Create Forecast Set
(N) Material Planning > Forecast > Sets Field Value
Organization M1
The forecast Set from will be displayed
Forecast Set are used to group different forecasts together. You can use this to report on different forecasting techniques.
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Material Planning - Plan to ProductionPage 7
This data will default into the actual forecasts within the set. This will save data entry and set up time when it comes time to enter the forecasts. You can always over ride these at the forecast level.
Bucket days allows users to enter the forecast in Daily – weekly – periodic buckets.
The Forecast Level pull down allows the customer to define at what level will the forecast and consume at. The item level, the customer level or the bill to or ship to level. This provides them the option to be as detailed as the business requires or to forecast at the item level.
Consumption Options provide the customer the flexibility to define the consumption rules within the forecast set. The outlier percent defines how much of anyone sales order can be considered. The backward and forward days provides the customer some leeway as to when the actual forecast consumption will take place. i.e. If set at 5 & 5 it will go back and look 5 days into the past, then 5 days into the future to find an entry to consume. If no entry is found it will create an unconsumed forecast entry automatically.
Enter data to create Forecast SetField Value
Forecast Set Enter meaningful Name
Description Enter a meaningful description
Bucket Type Weeks
Level Item
Consumption Options
Consume Checked
Outlier Update 100
Backward Days 0
Forward Days 0
(I) Save
You have just created the forecast set. Now you will create the name of the actual forecast.
9. Create Forecast Name
Place your cursor in the Forecast Name FieldField Value
Forecast Enter the name of your forecast
Description Enter a meaningful description
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Material Planning - Plan to ProductionPage 8
Save the record
10. Populate the forecasted items.
You should still have your cursor in the line of the Forecast Name you just created
(B) Forecast Items
The Forecast Item form will be displayed.Field Value
Item AS62445
We are using this item as there is likely little activity for this item and if pressed it should be easier to explain results.
(B) Detail
The Forecast Entries detail form will be displayed.Field Value
Bucket Weeks (should default)
Date Enter a date a couple of weeks out in the future
End Date Enter a date 6 weeks from the Start Date
Current 1000
(I) Save the Record
The Forecast is now available for use in the rest of the planning products..
Close the forms back to the navigator.
Copyright © Oracle Corporation, 2003. All rights reserved.
Material Planning - Plan to ProductionPage 9
Create and Load Master Demand
Create and Load Master Demand
Compared to systems that have only one "master schedule," the separate MDS and MPS allow a clear distinction between demand and supply. This can be especially important for businesses whose demand is lumpy or seasonal, but need a smooth production plan.
The MDS allows control of the demand that drives the plan. Demand can be selectively loaded from multiple sources, and even manipulated, before running MRP.
Multiple MDSs allow you to simulate different demand scenarios
Users can manually populate the MDS if the would like but generally they will use the load process. It is important to discuss the options here such as sales order inclusion, Demand Time Fence controls the overwrite options as well as the modification percentages and consumption days and outlier percentages.
The value of these lies in allowing the prospect to perform different simulations as well as control what is loaded into the MDS and eventually what is going to be loaded into the MPS.
In this scenario however, we are only creating on MDS and for the sake of time, use the mds to populate the MRP plan directly.
Explain how the forecast is consumed by sales orders being entered and the MDS is relieved or consumed by shipments to keep the demand as current as possible.
11. Create Master Demand Schedule Name.
Material Planning > MDS > Names
The Master Demand Schedule Name Form Is Displayed.Field Value
Name Enter meaningful name
Description Enter meaningful description
(I) Save Record
12. Load Master Demand Schedule
Now that a name has been created, you can populate the Master Demand Schedule. There are many different options available to load the MDS. These are self explanatory if you look at the load options on the concurrent request. If you need further descriptions, refer to the help text.
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Material Planning - Plan to ProductionPage 10
(B) Load/Copy/Merge
A concurrent request Parameter form will be displayedField Value
Destination Schedule The Name of the MDS schedule you created
Source Type Specific Forecast
Source Name Enter the name of the forecast you created
Include Sales Orders No Sales Orders
Overwrite All Entries
We are suggesting these parameters to help ensure you don’t have too much data to sift through. Feel free to change the parameters as your demo needs dictate.
If simulation is important to the client, this load program offers many different options such as modification percentages and carry forward days as well what the source of the load is.
(B) OK
(B) Submit
(B) No to Submit another request
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Material Planning - Plan to ProductionPage 11
Create and Launch MRP Plan
Create and Launch MRP Plan
The next step in the planning process is creating an MRP Plan.
13. Create MRP Plan Name
(N) Material Planning > MRP > Names
The MRP Name Form is displayedField Value
Name Enter meaningful name
Description Enter meaningful description
Production Checked if you want MRP Planning messages sent to the users Home page.
(I) Save the Record
14. Update MRP Plan Options.
Your cursor should still be in the line of the MRP you just created.
The value of the planning options is to allow each company to tailor each planning run to a specific operation unit, or down to a specific work cell if they would like to get that granular. By using the different time fences and overwrites options available they will be to control the nervousness of the planning runs and provide enforcement to specific business rules the company has defined.
Define if you are going to planning capacity or not. Most software will have you do this as a sequential process – Oracle Plans it in the same planning run.
This is also where the pegging level is set. This will work with the item attributes and help to calculate the pegging for the particular plan.
The material scheduling methods allow the companies to define when material due dates should be calculated at the job start date or operation start date. This can be very valuable in a long lead time environment so material does not arrive and sit on the shelf waiting for operations to complete.
The planned items flag allows users to select the items to be planned. This can help in a simulation mode and reduce the time it takes to get answers.
Sub inventory netting will allow you to select specific subinventories to include in the
(B) Option
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Material Planning - Plan to ProductionPage 12
The MRP Options form will be displayed.Field Value
Schedule The Name of the MDS you Created
Overwrite All
Plan Capacity Checked
Simulation Set Temp Assy
Pegging Checked
(I) Save the Record
Close the plan option form.
15. Launch The MRP Plan
You should be back at the MRP Name Forms.
(B) Launch
A concurrent request Parameter form will be displayedField Value
Plan Name The name of the plan you created
Should default in
You can accept the rest of the defaults.
(B) Ok
(B) Submit
(B) No to submit another request.
Close the forms back to the navigator.
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Material Planning - Plan to ProductionPage 13
Release Planned Orders From MRP Workbench
Release Planned Orders From MRP Workbench
When the planning processes complete, typically between 5 or so minutes, you can release the planned orders.
We will release the purchase requisitions first and then the wip jobs.
16. Release the Purchase Requisitions
(N) Material Planning > MRP > Workbench
The Find Plan form is displayed
Select your plan name
Click on the Supply Button
The Find supply form is displayed.
While this script will not go into great detail on this you may wish to speak about the flexibility of this form by showing some of the items you can search off of.
After you have done that – complete the following:Field Value
Field Item
Condition Among
From When you enter the field a new form will appear – Enter the following items:
CM22680
CM22684
SB22680
(B) Find
(B) Select all for release
You will get a message that states how many record were processed.
(B) Ok
(B) Release
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Material Planning - Plan to ProductionPage 14
You will get a pop up that states Select all for Release Changes are pending. Choose Yes to Save or No to discard changes.
(B) Yes
You will get a message stating one new wip job and two new purchase requisitions were generated
(B) OK
Close all forms until you reach the navigator.
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Material Planning - Plan to ProductionPage 15
Receive Purchase Orders
Receive Purchase Orders
We have forecasted and run the planning processes and released the planned orders to help create purchase orders and wip jobs. We are now going to receive the purchased items into stock.
You may wish to discuss the different options available for the purchasing automation. We choose to highlight the most automated solution. Users can optionally create any type of approval or review process that will fit their business needs.
17. Receive the Purchase Orders
(N) Purchasing > Receiving > Receipts
The Find Expected Receipts form is displayed
In the Item Number enter CM22680
(B) Find
Close the Receipt Header windowField Value
Check The box for the line Checked
Subinventory RIP
(I) Save the record
(I) Find Record
In the Item Number enter CM22684
(B) Find
Close the Receipt Header windowField Value
Check The box for the line Checked
Subinventory RIP
(I) Save the Record
Close all forms until you reach the navigator.
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Material Planning - Plan to ProductionPage 16
Complete WIP Jobs
Complete WIP Jobs
We will now complete the wip jobs.
18. Release WIP Jobs
WIP > Discrete > Discrete Jobs
The Find Discrete Jobs Form is Displayed
In the Assembly Field Enter SB22680
(B) Find
A list of the discrete jobs will be displayed. Select one of the jobs
(B) Open
The Discrete Job form will be displayed
In the Status field using the LOV Select Release
(I) Save the record.
Write down the number of the job.
19. Complete the job.
WIP > Move Transactions> Move Transactions
The Move Transaction form will be displayedField Value
Job Enter your Job Number
Transaction Type Complete
From Sequence 10
Quantity The entire job quantity
(I) Save the transaction.
Recap
You started by creating a forecast and loading that forecast into a Master Demand Schedule. You then created a Master Production schedule and an MRP plan and ran both of them. You released the purchase reqs from the MRP plan and the wip job from
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Material Planning - Plan to ProductionPage 17
the MPS Plan. You created PO’s from the released reqs and received them. Using the items you just received, you completed the sub assembly for a wip job.
End of activity.
Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information regarding demonstration support.
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Material Planning - Plan to ProductionPage 18
Flowchart
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Material Planning - Plan to ProductionPage 19
Start
Confirm CRPInquiry Mgr is
set up
Log in (1)Set up CRP InquiryMgr. (2)
Confirm CRPInquiry Mgr is
active
Activate CRP InquiryMgr. (3)
Confirm MRP:Default SourcingAssignment Set
Profile> System (4)
UpdateSimulation Set
ChangeResponsibility toMfg DistributionMgr. (5)Update SimulationSet Dates (6)
Pre Demo Stepscomplete?
Create & UpdateForecast
Log into forms as(7)Create Forecast Set(8)Create Forecast Name(9)Populate forecasteditems. (10)
Create & LoadMaster Demand
Create Master DemandSchedule Name. (11)Load Master DemandSchedule (12)
Create & LaunchMRP Plan
Create MRP Plan Name(13)Update MRP PlanOptions. (14)Launch MRP Plan (15)
Release PlannedOrders From MRP
Workbench
Release PurchaseRequisitions (16)
Receive P.O. s
Receive P.O. s (17)
Complete WIPJobs
Release WIP Jobs(18)Complete job. (19)
End
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Material Planning - Plan to ProductionPage 20