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Inventory Optimization Setup and Test Case

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72 views5 pages

Inventory Optimization Setup and Test Case

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sambashiva01
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10/18/22, 7:40 PM Document 464046.

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IO and ASCP Basic Test Case Details (Doc ID 464046.1) To Bottom

In this Document   Was this document helpful?  

Purpose Yes
No
Troubleshooting Steps    

  Test Case Overview


  Document Details  
  Test Case Details
  Diagnostic Scripts
Type:
References Status: TROUBLESHOOTING
Last PUBLISHED
Major
Jan 29, 2014
APPLIES TO: Update:
Aug 17, 2022
Last
Update:
Oracle Inventory Optimization - Version 11.5.10 to 11.5.10.2 [Release 11.5]

Oracle Advanced Supply Chain Planning - Version 11.5.10 to 11.5.10.2 [Release 11.5]
   

Information in this document applies to any platform.


  Related Products  
Oracle Inventory Optimization
PURPOSE Oracle Advanced Supply Chain
Planning
   

The purpose of this document is to introduce the basic setups and testcase of an Inventory Optimization Safety Stock plan
integrated and fed into an ASCP Manufacuting Plan.  It will assist in validating a plan and diagnosing common setup issues.   Information Centers  
Information Center: Data
TROUBLESHOOTING STEPS Collections Related
[1400555.2]

 
   

  Document References  
Test Case Overview No References available for
this document.
Set Org Item Attributes for Safety Stock    

Method = MRP Planned %   Recently Viewed  


Bucket Days = Null
Oracle Inventory
Percent = Null Optimization Release Notes
for Release 12.2.6
Create Forecast for item [2159197.1]
Launch ASCP Collections
Demand Due Date From
Run IO Plan with settings
that provide valid SS calculations. Source Forecast MDS Does

Not Match Due Date In ASCP
Incl. Forecast as Demand Schedule Plan Output In
Weekly/Period Buckets
Setup ASCP Plan [1517283.1]

EDD Plan Causing Cross
Plan Safety Stock checkbox = checked. Pegging and Late Demands
Pegged to Early Supplies
Incl. IO Plan as Demand Schedule
and Late Supplies to Early
Incl. Forecast as Demand Schedule Demand [1537071.1]
Suggested Due Dates For
Run ASCP Plan Supplies Are Not Matching

Stock in Horizontal Plan reports ZERO.
ASCP Plan Safety Dates For Demands Entered
In EBS Source System - WIP
Jobs, Sales Orders,
Test Case Details
Forecasts, etc. [883276.1]

0. Check and Set Profiles The Planning Time Fence is


wrong in plan. Is Profile
MSC: Buy Order Processing
which ones? ;o) Lead Time set Correctly?
[566206.1]
MSO: Default Timestamp Safety Stocks **
Show More

   

MSC : Safety stock change interval (Days) 1


MSC: Apply Safety Stock Change interval to
non MRP Planned S N
MSC: Excess and Safety Stock by Demand Class N


N
MSC: Include Safety Stocks in Priority based Pegging
MSC: Maximum Percentage variation in safety stock values
**
MSC: Minimum Percentage variation in safety stock values 0

MSC: PS - Snapshot Inventory Safety Targets Package Y

MSC: SNO - Snapshot Inventory Safety Targets Package


Y
MSC: Safety Stock Project **

MSC: Smoothing method to calculate Safety stock within Chang 2


MSC: Split Planned Order to perform safety stock pegging 1

MSO: Maximum Inventory Level % of Safety Stock **



1
MSO: Supplies used for satisfying transient safety stock

MSO: Supply Reschedule Window Size for Safety Stock Pegging **


MSO: Target Inventory Level % of Safety Stock **

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On Source EBS Manufacturing Server:

1. Create Items

Mfg Org: M1 - Master: V1

XX-IO-Prod-1 -- finished good template


    |__ XX-IO-SubAssy-1 -- subassy template
        |__ XX-IO-Buy-1 -- purchased item template

XX-IO-Buy-2 -- purchased item template


XX-IO-Buy-3 -- purchased item template

2. Set Item Attributes - M1

Apply Finished Good, SubAssy, Purchased Item templates as required

General Planning tab

Safety Stock Method = MRP Planned %


Safety Stock Bucket Days = NULL
Safety Stock Percent = NULL

Lead Time tab


apply appropriate lead times

pre,proc,post,fixed for buy


pre,proc,fixed,cum mfg, cum tot
calculate,rollup - as required

3. Set Item ABC Class Code?

a. Get Planning's Default ABC Assignment Group from

Nav > MRP > Setup > Parameters

if already exists.
else, create one and use for Planning in step below.

Create ABC Class

Class Name: Class AA

Create ABC Assignment Group

Group Name: OnHandABC

Associate Classes to Groups

Assign or Update Items to Group and Class

IO will use this Class

b. Update ABC Item Assignments

Nav > Inventory > ABC Codes > Update Item Assignment

4. Set MRP Planning > Parameters > Default ABC Assignment Group

group name: OnHandABC

5. Create Supplier

XX-Supplier-1 / XX-SUPSITE-1

Note 464563.1 - Same Supplier Site Across Two Operating Units Testcase, Diagnostics, and Data Flow to
ASCP

Then, Setup the Supplier Contact as a Apps User for use with Collaborative Planning

Note 458379.1 Create iSupplier Contact Application User


enables supplier and supplier contact for CP as well as publishing IO Safety Stock output back to
Collaborative Planning.

6. Define Sourcing Rules / Assignment Set - as required

Nav > Purchasing > Supply Base > Sourcing Rules

XX-SR-BUY-XXSUP - Buy From XX-Supplier-1


XX-SR-MAKE-M1 - Make At - Org M1

Nav > Purchasing > Supply Base > Sourcing Rules > Assign Sourcing Rules

Assignment Set: XX-Assignment-Set-1

Assigned To Org  Item / Category  Type           Sourcing Rule / BoD


Item-Org     M1  XX-IO-Prod-1     Sourcing Rule  XX-SR-MAKE-M1
Item-Org     M1  XX-IO-SubAssy-1  Sourcing Rule  XX-SR-MAKE-M1
Item-Org     M1  XX-IO-Buy-1      Sourcing Rule  XX-SR-BUY-XXSUP
Item-Org     M1  XX-IO-Buy-2      Sourcing Rule  XX-SR-BUY-XXSUP
Item-Org     M1  XX-IO-Buy-3      Sourcing Rule  XX-SR-BUY-XXSUP

7. Define Routing(s) - as required


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8. Define and Rollup Item Costs

Nav > Cost Management > Cost > Item Costs

Nav > Cost Management > Cost > Assembly Cost Rollup

9. Create Forecast Set / Forecast

Nav > Material Planner > Forecast Sets

Forecast Set/Forecast : XX-IOFSET1 / XXIOFCAST1

Details
--------

XX-IO-Prod-1
  
Bucket Date End Date Number of Current Original Total
Buckets
Days 15-Oct-07 26-Oct-07 10 10 10 100
Weeks 29-Oct-07 30-Nov-07 6 75 75 450

Periods 03-DEC07 28-DEC-07 2 600 600 1200

XX-IO-Buy-2

Bucket Date End Date Number of Current Original Total


Buckets

Days 15-Oct-07 26-Oct-07 10 10 10 100


Weeks 29-Oct-07 30-Nov-07 6 75 75 450

Periods 03-DEC07 28-DEC-07 2 600 600 1200

XX-IO-Buy-3

Bucket Date End Date Number of Current Original Total


Buckets

Days 15-Oct-07 26-Oct-07 10 10 10 100


Weeks 29-Oct-07 30-Nov-07 6 75 75 450
Periods 03-DEC07 28-DEC-07 2 600 600 1200

10. Create Database Links on Both EBS and APS servers.

Note 465259.1 - EBS and APS Decentralized Apps Instances Overview and Diagram

On Source : EBS_TO_APS

On Destination : APS_TO_EBS

On Destination APS Planning Server :

11. Create Instance and Plan Partitions

Create APS Partitions concurrent program

12. Create Instance Code

Nav > APS Admin > Admin > Instances

EBS - decentralized - ID 1021 - Plan Partitions

13. Launch Data Collections

Nav > ASCP > Collections > Collect from Oracle

Instance: TST

items, boms, routings, forecast, customer/supplier/org


ABC Default Assignment Group comes from MRP Parameters
ABC Classes and Groups are collected by Items collections entity.

14. Create IO Plan

Nav > Inventory Planner

Org TST:M1

Plan Name: XX-IO-80%

Planned Items: Class AA


Assignment Set: TST:XX-Assignment-Set-1

Weeks : 16
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Periods: 2
Org: TST:M1
Demand Schedule: XX-IOFSET1, FCST,
ShipTo Consum. Lvl: Item
Demand Var. : Mean Absolute % Error
% Error: 2

If using Probability,

then enter at least two Demand Schedules... for that item


.... which has most probability of being met...
.... best case, worst case scenario...

15. Create ASCP Plan

Nav > ASCP > Supply Chain Plan


Org TST:M1

Plan Name: XX-IOAPS-1

Assignment Set: TST:XX-Assignment-Set-1

Demand Schedule items only

Days : 30
Weeks : 4
Periods: 2

Demand Schedule

associate IO Plan : XX-IO80%


associate Forecast: XX-IOFSET-1

Plan Safety Stock checkbox - Checked.

Diagnostic Scripts

-- IO and ASCP plans definition
SELECT *

FROM msc_plans

WHERE compile_designator LIKE 'XX-IO%'
   OR compile_designator LIKE 'EE-IO%';

-- test XX-IO% items
SELECT *

FROM msc_system_items

WHERE item_name LIKE 'XX-IO%'
AND plan_id = -1

AND organization_id = 207;

-- test XX-IO% item demands for IO Plan
SELECT *

FROM msc_demands

WHERE inventory_item_id IN

(SELECT DISTINCT inventory_item_id
FROM msc_system_items

WHERE item_name LIKE('XX-IO%')
AND organization_id = 207)

AND plan_id = 26763;

-- io 26763, ioaps 26765

-- test XX-IO% item demands for ASCP Plan
SELECT *

FROM msc_demands

WHERE inventory_item_id IN

(SELECT DISTINCT inventory_item_id
FROM msc_system_items

WHERE item_name LIKE('XX-IO%')
AND organization_id = 207)

AND plan_id = 26765;

-- io 26763, ioaps 26765

-- ASCP plan SS for only item that has Bucket Days and % populated.
SELECT *

FROM msc_safety_stocks
WHERE plan_id = 26765;

<end of doc>

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ADVANCED SUPPLY CHAIN PLANNING; CALCULATE SAFETY STOCK; INVENTORY OPTIMIZATION; SAFETY STOCK; SETUP; TROUBLESHOOT

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