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Introduction
You can use min-max planning to maintain inventory levels for all your items or selected items.
With min-max planning, you specify minimum and maximum inventory levels for your items.
When the inventory level for an item drops below the minimum, Oracle Inventory suggests a new requisition or job to bring the balance back
up to the maximum.

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Oracle Inventory performs min-max planning for your items at either the organization level or the subinventory level. When you min-max
plan at the organization level, you can optionally include open sales orders and work in process component requirements as demand in the
min-max planning calculation. Purchase requisitions for buy items and WIP unreleased jobs for make items for the suggested replenishment
quantities can be optionally created. You can then turn these requisitions into purchase orders or internal orders and the unreleased jobs into
jobs for the
required items.

When you min-max plan at the subinventory level, you can optionally include only open sales orders as demand in the min-max planning
calculation. Requisitions for the suggested replenishment quantities can be optionally created. Also, subinventory level planning cannot
generate jobs and does not consider WIP jobs as supply or WIP components as demand. You can
then turn these requisitions into purchase orders or internal orders for the required items.

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Organization Level Min-Max Planning
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When you min-max plan at the organization level, Oracle Inventory looks at inventory balances, purchase orders and WIP jobs as supply and
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sales order and WIP job component requirements as demand.
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To use min-max planning at the organization level you must
set the item attributes used by minmax planning. You can start by setting the
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Inventory Planning Method item attribute to Min-max
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planning. You establish your minimum and maximum levels used in the calculation using the Min-Max Minimum Quantity and the Min-Max
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Maximum Quantity item attributes. You can
optionally set the order quantity modifierE
attributes (Minimum Order Quantity, Maximum Order Quantity, and Fixed Lot Size
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Multiplier) to further control the suggested
order quantities
generated by min-max planning.
Set the Make or Buy flag to Make to optionally generate unreleased jobs and to Buy to optionally generate
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requisitions.
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For repetitive items, R
since you cannot generate repetitive plans, you have the option of generating requisitions, unplanned jobs, or a report
only.
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Min-max planning is performed by running the Min-Max Planning Report. By selecting organization level planning, you run min-max
planning for your organization. In addition to the planning level option, Oracle Inventory offers the options to Net Reserved Orders, Net
Unreserved Orders, Net WIP Demand, and Include Non-nettable Inventory Quantities when
calculating availability. You also specify a Demand Cutoff Date and a Supply Cutoff Date. If you choose No to all the net demand options,
Oracle Inventory performs the following calculation:

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When you run the Min-max planning report, you can have Oracle Inventory create requisitions for Buy items and unreleased jobs for Make
items by answering Yes to Restock. You must also
specify a location to serve as the default deliver to location on the requisitions. Oracle Inventory creates purchase requisitions for Buy items
when the item attribute Replenishment Source Type is set to Supplier. Oracle Inventory creates internal requisitions for internal sales orders
for Buy items when the item attribute Replenishment Source Type is set to Inventory. For internal
requisitions, Oracle Inventory uses the item attribute Source Organization to determine the organization from which the internal requisition
sources the item. For Repetitive Items you
optionally create requisitions or unreleased jobs.

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The following example shows you how Oracle Inventory performs min-max planning. Assume an item has the following quantity values and
item attribute settings:
Setup
Create an Item and apply Purchasing Template
Enter the List Price in Purchasing Tab
Go to General Planning Region

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Inventory Planning Method as Min Max Planning

Enter the Minim and Max Quantity
Enter the Order Quantity
Select Source Type if Min Max is Organization Level we can choose Inventory or Supplier
Fix Lot Multiplier it the quantity where the Orders are created multiple of Fixed lot Multiplexer

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With this the Setup is completed

If we run the Min Max Report It will Calculate if the Inventory Level is Less than Min Quantity It will raise the Purchase Requisitions Up to
the Max Level
Calculation
Inventory Quantity

Min Quantity is
Max Quantity is
Order Quantity
Fixed Lot Multiplexer is
Minimum Quantity
Maximum Quantity

60
300

15
100
150

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Inventory Quantity is Less than 60 it will raise PR up to 300 Quantity To Run the Min Max Report
Navigation Planning: Max Planning: Run Min Max Planning

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1. Navigate to the Min-Max Planning window.

2. Enter Request in the Type field.
3. Enter Min-max planning report in the Name field.
4. Navigate to the Parameters field. The Parameters window appears.
5. Indicate whether the planning level is set for the entire organization or a specific subinventory. At the subinventory level, the report cannot
generate jobs and does not
consider WIP jobs as supply or WIP components as demand. If you select Subinventory, enter the name of the subinventory.
6. Indicate the type of item to include on the report. You can report on items under the minimum quantity, items over the maximum quantity,
or all min-max planned items.
7. Enter the category set for the report.
8. You can optionally restrict the report to a range of categories, item, planners, or buyers.
9. Enter the sorting criterion for the report. You can choose to sort by inventory item, category, planner, or buyer. If you choose Category,
enter the category set.
10. Enter the demand cutoff date and, optionally, the demand cutoff date offset. The report includes demand on or before this date. If you do
not check Net Demand this
calculation is for display purposes only.
11. Enter the supply cutoff date and, optionally the supply cutoff date offset. The calculation includes open supply orders on or before this
date.
12. Enter Yes or No to indicate whether to restock. If you have set the Planning Level to Organization, the report generates requisitions or
jobs according to the item's Make/Buy
flag. If you have set the Planning Level to Subinventory, the report generates only requisitions.
13. If you are using the Organization Planning Level, choose one of the following For Repetitive Item options: Create Requisitions for items
under minimum quantity, Create
Discrete Jobs for items under minimum quantity or run the Report Only without creating jobs or requisitions.
14. Enter the default delivery location.
15. Indicate whether to net reserved and unreserved orders.
16. Indicate whether to Net WIP Demand in the available quantity calculation. Net demand is the unshipped sales quantity for the selected
organization or subinventory. You cannot set this to Yes if you are using subinventory level planning.
17. Indicate whether to include PO, WIP, and Interface supply and non-nettable subinventories.
18. Choose one of the following Display Format options: Display All Information, Don't Display Supply/Demand Details (The report does not
display the Minimum Order

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Quantity, Maximum Order Quantity, and Multiple Order Quantity columns.), or Don't Display Order Constraints (The report does not display
the On Hand Quantity column).
19. Indicate whether to to Display Item Information.
20. Choose the Submit button to launch the report.

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Click on View Output

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Note: It will update the PR Details in Requisition Import table but it wont raise any PR we need to Run the Requisition Import to raise the PR
Login to PO Responsibility Submit a New Request

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Go to Requisition Summary to Find out our PRs

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PLevel is 150
It Generated 2 Lines each 150 because our Order Quantity
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Subinventory Level Min-Max Planning
Elevel, Oracle Inventory looks at inventory balances, purchase order and internal order supply,
When you min-max plan at the subinventory
La single
and optionally, sales order demand for
subinventory only. In addition, C
rather than using item attribute planning modifiers, Oracle Inventory uses values and parameters set at the
item/subinventory level.
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To perform min-maxR
planning at the subinventory level, you establish the following values at the subinventory level using either the
Subinventory Items
or
O the Item Subinventories windows:

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Setups
Create an Item
Apply Purchasing Template

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Navigate Setup: Organization: Subinventory

Query Subinventory which we are planning Min Max Planning

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Click On Item/Subinventory

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Select the Item and Enable the Min Max Planning

Enter the Min and Max Qty

Go to Order Modifiers
Enter the Fixed Lot Multiple, Min Order Qty and Max Order Qty

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Sourcing Tab

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Lead Time is not mandatory for Min Max Planning

Save the Changes

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Make a sufficient Qty in any one or our Subinventory in the same Inventory Org
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LMiscellaneous Transaction
Navigation Inventory: Transactions:
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Make a miscellaneous Receipt because the Subinventory Min Max Planning generates Move Orders.

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Run the Min Max Report

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Select the Planning Level as Subinventory and Select the Subinventory

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Note : Remaining Parameters as same as Org Parameters

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The Quantity in Our Subinventory Is Less than Min Qty it will trigger the Min Max Plan and generates the Move Orders for Max 120 Qty
Inventory
Min Qty
Max Qty

Qty
24
120

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Order Modifiers
Min Order Qty
Max Order Qty
Fixed Lot Multiple

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18
30
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Check for the Move Orders

Navigation Inventory:Move Orders

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Transact the Move Order

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Check On-hand Qty

Navigation On-hand Availability : On-hand Qty
Query the Item

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