MRP SET UP R12

Introduction

Setting up the Oracle Master  Scheduling/MRP and Oracle Supply Chain Planning modules is easy.  Determining how your business will leverage the features,
is the hard part. This document can be used as a guide during your implementation. 


Before you set up Oracle Supply Chain Planning, you must complete the setup for the following: products:

Oracle Inventory
Oracle Purchasing
Oracle Bills of Material
Oracle Work in Process
Oracle Project Manufacturing


Planning Setup Checklist

Required steps for System Administration, General Ledger, Inventory, Purchasing, Bills of Material, and WIP modules need to be completed before
Planning is setup.

The following steps need to be completed in the order shown:

Step 1:

Define your Master Scheduling/MRP Setup Parameters (Required) 
NAV/Supply Chain Planning/Setup/Parameters or
NAV/Material Planning/Setup/Parameters

You can override the execution defaults, when defining the MPS, MRP or DRP for your organization(s).   
To have all past due demand (sales orders, forecast, etc.) reflected in your plans, select Null for Include MDS Days. 
Entering a value will limit the past due information visible in the Plan.

Step 2: 

Define your Deliver-to Locations (Optional)
NAV/Inventory/Setup/Organizations/Locations

Step 3: 

Define your Employees (Optional)
NAV/Work In Progress/Setup/Employees
Note: Enter Employees through Human Resources, if installed.  
A required step when implementing planning recommendations from the Planner Workbench (Step 21).

Step 4: 

Set Profile Options (Required with Defaults)
NAV/Profiles/System/Find MRP

Note: Use the Sysadmin Responsibility. The value for Snapshot Workers can be increased depending on the number of items being planned.  Use the
following formula to determine how many Standard Managers are required to support the process.  The value for the Planning Manager Max Workers should
not be more than the number of Standard Managers.

(Snapshot workers value *2) + 4 = # of Standard Managers
(2*2) + 4 = 8 Standard Managers

Recommended initial values:

MRP:Environment variable to set path for MRP files Null/Blank
MRP:Planning Manager Max Workers                        6
MRP:Retain Dates within Calendar Boundary               Yes
MRP:Snapshot Workers                                    2
MRP:Use Direct Load Option                              No


Step 5: 

Define your Forecast Sets (Optional)
NAV/Supply Chain Planning/Forecast/Sets
NAV/Material Planning/Forecast/Sets

Step 6:

Define your Master Demand Schedules (MDS)(Optional)
NAV/Supply Chain Planning/MDS/Names
NAV/Material Planning/MDS/Names

Step 7:

Define your Master Production Schedules (MPS) (Optional)
NAV/Supply Chain Planning/MPS/Names
NAV/Material Planning/MPS/Names

Step 8: 

Define your Material Requirements Plans (MRP);
Define your Distribution Requirements Plans (DRP) (Optional)
NAV/Supply Chain Planning/MRP/Names
NAV/Supply Chain Planning/DRP/Names
NAV/Material Planning/MRP/Names

Step 10:

Define your Sourcing Rules or Bills of Distribution (BOD)
NAV/Supply Chain Planning/Sourcing
Note: When you select All Orgs for your Sourcing Rule, it can be used by all organizations when defining an Assignment Set.  A Local
Sourcing Rule would only have the Org selected, and can only be used by the defining organization.   The Planning Active box will only be checked
if the allocation % = 100.  The planning process will not use the rule, unless the Planning Active box is checked

Step 11: 

Create your Assignment Sets
NAV/Supply Chain Planning /Sourcing/AssignSourcing Rules/BOD
Note:  A Local Sourcing Rule assigned at the Item-Organization level, overrides all others for that item.

Step 12: 

Define your Inter-organization Shipping Network
NAV/Inventory/Setup/Organizations/Shipping Network

Step 13:

Define Shipping Methods and associated intransit lead times
NAV/Inventory/Setup/Organization/Shipping Methods
NAV/Inventory/Setup/Organization/Shipping Network
  Special Menu:  Shipping Methods  Intransit Times

Step 14: 

Run the Information Audit (Optional-highly recommended)
NAV/Supply Chain Planning/Reports/Audit Information Report
NAV/Material Planning/Reports/Audit Information Report

Step 15: 

Define your Planning Parameters (Required)
NOTE: this is a duplicate of Step 1.

Step 16: 

Start the Planning Manager (Required)
NAV/Supply Chain Planning/Setup/Planning Manager or
NAV/Material Planning/Setup/Planning Manager
(See screen shot below; the active box should be checked and you should see current messages)

Step 17:

Define your Planners (Optional)
NAV/Inventory/Setup/Planners

Step 18: 

Define your Planning Exception Sets (Optional)
NAV/Supply Chain Planning/Setup/Exception Sets
Or NAV/ Material Planning/Setup/Exception Sets

Step 19:

Define your Demand Classes (Optional)
NAV/Supply Chain Planning/Setup/Demand Classes
OR NAV/Material Planning/Setup/Demand Classes
Note: Selecting a Demand Class when defining your MDS or MPS,restricts data seen in the schedules.  Only Sales Orders with the
demand class entered at the line level will be included in your MDS. 
Only Discrete Jobs with the demand class added,(NAV/WIP/Discrete/Discrete Jobs/More) will be included in your MPS.

Step 20: 

Create Source Lists (Optional)
NAV/Supply Chain Planning/Forecast or MDS or MPS /Source List
NAV/Material Planning/Forecast or MDS or MPS/Source List


Step 21: 

Set Up Planner Workbench (Required)
For instructions, see: Setting Up Planner Workbench:
Oracle Master Scheduling/MRP and Supply Chain Planning User's Guide Release 11: page 1-28.

Step 22: 

Set Up for Supplier Planned Inventories (Optional) For instructions on setting up Supplier Planned Inventories, see the prerequisites in
Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide Release 11, page 5-8.