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Oracle Advanced Supply Chain Planning Implementation and User's Guide
Release 12.1
Part Number E13358-08
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Oracle Advanced Supply Chain Planning Implementation and User's Guide

Contents

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Preface

Overview

Oracle Advanced Planning Suite
Oracle Advanced Supply Chain Planning
Distribution Planning

Setting Up Advanced Supply Chain Planning

Setup Overview
Hardware Configuration
Setup Flowchart
Setup Steps for the Source
Setup Steps for the Destination

Advanced Supply Chain Planning Business Flows

Business Flows
Planning Cycle
Specify Sources of Demand
Run Collections
Create a Plan
Launch the Plan
Review Key Performance Indicators (KPIs)
Review Exceptions
Review Workflow Notifications
View Pegged Supply and Demand
Modify the Plan Environment
Run Net Change
Release or Firm Orders

Running Collections

Overview of Running Collections
Definitions
Collection Strategy
Architecture
Collection Methods
Running Standard Collections
Data Changes That Can Be Collected in Net Change Mode
Continuous Collections
Legacy Collection
Organization Specific Collections
      Collection from a Single Source to Multiple Destinations

Defining Supply Chain Plans

Overview of Defining Plans
Global Supply Chain Planning
      Prerequisites for Running a Global Supply Chain Plan
      Advantages of the Single Plan
      Creating Supply Chain Plans
      Copying Supply Chain Plans
Subset Plans
      Pitfalls of Subset Planning
      Choosing Between Global Supply Chain and Subset Plans
      Hub and Spoke Planning
Master Scheduling
Choosing a Plan Type
Choosing Plan Classes
Choosing Planning Modes
Setting Plan Options
      The Main Tabbed Region
      The Aggregation Tabbed Region
      The Organizations Tabbed Region
      The Constraints Tabbed Region
      The Optimization Tabbed Region
      The Decision Rules Tabbed Region
      Using an Existing Plan as a Demand Schedule For New Plan
      Up-Sell Cross-Sell Substitution Item Relationships
      Overwrite Options
      Demand Priority Rules
      Peg Supplies by Demand Priority
      Plan to Request, Promise, or Schedule Dates
Forecasts
      Forecasts Overview
      Multi-organization Forecasts
      Forecast Consumption
      Time Buckets in Forecast Consumption
      Multi-organization Forecast Consumption
      Forecast Bucket Consumption
      Forecast Spreading
      Forecast Explosion
      Multi-organization Forecast Explosion
      Global Forecasting
Choosing Aggregation Levels
      Time Aggregation Levels
      Product Aggregation Levels
      Resource Aggregation Levels
      Material Aggregation Levels
      Routing Aggregation Levels
Choosing an Objective Function
      Inventory Turns
      Plan Profit Objective
      On-time Delivery Objective
      Implicit Objectives
      Combining Objectives
      Factors Affecting Objectives
      Computational Burden Considerations
      Optimized Plans Data Requirements
      Optimization Effects on Sourcing
      Nervousness
Controlling Planned Items

Supply Chain Plan Modeling

Overview of Supply Chain Modeling
Setting Up the Supply Chain
Setting Outbound Ship Method
Setting Supplier Capacity
      Constraints
      Supplier Capacity Accumulation
      Purchase Order Consumption of Supplier Capacity
      Setting Supplier Capacity by Time Periods
Allocating Demand to Suppliers
      Sourcing Example
      Enforce Sourcing Splits
Setting Up Routings
      Modeling Minimum Transfer Quantity (MTQ)
      Alternate and Simultaneous Resources
      Multiresource Scheduling
Lead-time and the Planning Time Fence
      Lead-time
      Planning Time Fence Control
      Planner Workbench Supply and Demand Dates
      Examples of Lead-time Calculations
      Examples of Planning Time Fence Control
Safety Stock
Setting Shipping, Receiving, Carrier, and Supplier Capacity Calendars
Scheduled Receipts
Setting Up Batch Resources
Performing Tasks on the Planning Server

Supply Chain Plan Simulations

Overview of Simulations
Simulation Scenarios
Simulation Modes
      Net Change Replan
Running Net Change Replan Simulations
Using Undo to Reverse Actions or Make Changes
Comparing Scenarios Quantitatively

Supply Chain Plan Optimization

Overview of Optimization
Optimization Objectives
Setting Penalty Factors
      Setting Late Demand Penalty Costs
      Setting Penalty Factors for Exceeding Material Capacity
      Setting Penalty Factors for Exceeding Resource Capacity
      Setting Penalty Factors Using Plan Options
      Setting Penalty Factors Using Optimization Profile Options
Comparing Different Optimization Runs

Supply Chain Constraint-Based Planning

Overview of Constraint-Based Planning
Constraint Types
      Items
      Manufacturing Resources
      Transportation Resources
      Sourcing Constraints/Suppliers
Enabling and Disabling Constraints
      Setting Hard and Soft Constraints
Setting Constraints for Different Plan Types
Enforce Purchasing Lead-time
Rules Used in Constrained Plans
      Look-Ahead Heuristic
      Flexible Shift Times
      Partial Demand Satisfaction
      Phantom Routings
      Split Planned Orders
      Firm Work Orders
      Plan Shared Supplies
Enforce Capacity Constraints Scheduling
Enforce Demand Due Date Scheduling
Engineering Change Orders Use-Up Effectivity
Forecast Expiration
Sequence Dependent Setups
      Sequence Dependent Setups for Discrete Manufacturing
      Sequence Dependent Setups for Process Manufacturing
      Planning with Sequence Dependent Setups
      Viewing Changeover Times and Preferred Sequence
      Viewing Plan Results
Planned Inventory Points
      PIP Capability
      Using PIP

Supply Chain Plan Configure to Order

Configure to Order Models
Configure to Order Multi-organization Models
Configure to Order Sales Orders
Configure to Order Order Promising
Configure to Order Forecast Control
Configure to Order Forecast Explosion
Configure to Order Multi-organization Forecast Explosion
Configure to Order Forecast Consumption
Configure to Order Multi-organization Forecast Consumption
Configure to Order Collections
Configure to Order Planning Process

Supply Chain Plan Cross-Instance Planning

Overview of Cross-Instance Planning
Instances
Collections
Cross-Instance Supply Chain Modeling
      Modeling Cross-Instance In-transit Lead-times
      Defining Cross-Instance Sourcing Relationships
      Modeling Cross-Instance Customers and Suppliers
Cross-Instance Planning
Global Available to Promise
Cross-Instance Execution
Cross-Instance Data Considerations
Purchase Orders and Sales Orders Across Instances

Supply Chain Plan Business Topics

End-Item-Level Substitution
      User Procedures Overview
      Define a Substitution Relationship
      Viewing Substitution Display
      Substitution Logic
      End-Item Substitution Features
      Exception Messages
      End Item Substitution and Oracle Global Order Promising
User-Defined Alternate Decision Rules
      User-Defined Alternate Decision Rules for Constrained Plans
      Simulations and User-Defined Decision Rules
      User-Defined Alternate Decision Rules for Optimized Plans
      Planning Search Logic
      Lead-times and User-Defined Decision Rules
      Pegging and User-Defined Decision Rules
      Exception Messages
Organization Security
      User Procedure Flow
      Organization Validation
      Supply Chain Plan Names Form
      Plan Options Form
      Example
Key Performance Indicators
      Inventory Turns
      Margin Percentage
      Planned utilization
      On-Time Delivery
      Margin
      Cost Breakdown
      Service Level
      Inventory Value
      KPI Setup
      Tracking Plan Performance Using KPIs
      Making Improvements Based on KPIs
Supplier Acknowledgement for a Rescheduled Purchase Order
Setting Demand to Supply Planning Automation
Setting Supplier Collaboration Automation

Setting Up Distribution Planning

Overview of Setting Up Distribution Planning
Prerequisites for Distribution Planning
Defining Items as Distribution Planned
Defining Bills of Material for Kitting
Defining Demand Priority Rules
Defining Trip Limits for Ship Methods by Lane
Defining Sourcing Rules
Multiple Inventory Policies
Inventory Rebalancing
Setting Up Supply Allocation Rules
Setting Up High Volume Distribution Planning
Order Modifiers

Defining Distribution Plans

Setting Distribution Plan Options
The Main Tabbed Region
The Aggregation Tabbed Region
The Organizations Tabbed Region
The Decision Rules Tabbed Region

Running and Analyzing Distribution Plans

Global Forecasting
Ship Method Selection
Distribution Planning Overview
Distribution Plan Workbench
Distribution Plan Exception Messages
      Late Sales Orders and Forecasts Exception Group
      Supply Exceptions for Late Sales Orders and Forecasts Exception Group
      Material Capacity Exception Group
      Transportation and Distribution Exception Group
      Item Shortage and Excess Exception Group
      Reschedule Exception Group
      Substitutes and Alternates Exception Group
      Item Exceptions Exception Group
      Recommendations Exception Group
Defining Organization Selection Lists

Managing Distribution Plans

Manage Distribution Plan Overview
Fair Share Allocation
Setting Up Customer Lists

Supply Chain Plan Exception Messages

Overview of Exception Messages
Viewing Exceptions
Understanding Exceptions
      Late Sales Orders and Forecasts Exception Group
      Supply Problems for Late Sales Orders and Forecasts Exception Group
      Material and Resource Capacity Exception Group
      Transportation and Distribution Exception Group
      Shortages and Excess Exception Group
      Reschedules Exception Group
      Substitutes and Alternates Used Exception Group
      Projects/Tasks Exception Group
      Item Exceptions Exception Group
      Transportation Management Exceptions Exception Group
      Recommendations Exception Group
Exception Diagnosis and Resolution
      Workflow Notifications and Activities
      Exception Information
      Using Constraint Exceptions
      Identifying Root Causes of Late Demand
      Online Simulation
      Identifying Differences Between Plans
      Implementing Plan Changes

Planner Workbench

Overview of Planner Workbench
      Plan Tabbed Pane
      Queries Tabbed Pane
Tailoring the User Interface
Using the Context Windows
      Context Synchronization Between the Context Windows and the Navigator
      Exception Summary Window
      Exception Details Window
      Horizontal Plan
      Vertical Plan
      Supply Demand Window
      Pegging
      Items Window
      Destinations Window
      Sources Window
      Supplier Capacity Window
      Supplier Variability Window
      Safety Stock Window
      Substitution Chain Window
      Resources Window
      Resource Availability Summary Window
      Resource Availability (Details) Window
      Resource Requirements Window
      Supply Chain
      Supply Chain Bill
      BOM/Routing
      Components Window
      Routing Operations Window
      Network Routing Window
      Where Used Window
      Co-Product Window
      Process Effectivity
      Key Indicators
Implementing Planning Recommendations
      Creating and Implementing Firm Planned Orders
      Releasing Recommendations
      Publishing Plan Results to Oracle Order Management
Interactive Scheduling Using the Gantt Chart
      The Order-Centric View
      The Resource-Centric View
      The Supplier Capacity View
      Defining User Preferences - Gantt
      Find Window
      Right-Click Menu Options
      Viewing Information on an Operation
      Specify Resources to Plot in the Lower Pane
      Specifying Time Buckets
      Rescheduling Operations
      Firming an Operation
      Resolving Overload of an Operation
      Gantt Chart Icon Options
      Gantt Chart Two Views
Accessing Planner Workbench From Oracle Collaborative Planning
Displaying Suppliers Modeled as Organizations

Integrating with Planning and Manufacturing Environments

Overview of Integration with Planning and Manufacturing Environments
Common Features in Hybrid Manufacturing Environments
Oracle Project Manufacturing
      Hard and Soft Pegging
      Supply Chain Project Planning with Hard Pegging
      Default Project for Supplies Pegged to Excess
      Model/Unit Effectivity (Serial Effectivity)
      Project Specific Safety Stock
      Workflow Based Project Exception Messages
      Project Planning Implementation Steps
      Project Planning Logic
      Viewing the Plan
Oracle Flow Manufacturing
      Supply Chain Synchronization
      Support for Flow Schedules
      Demand Management
      Line Design and Balancing
      Product Families
      Release Flow Schedules
Oracle Process Manufacturing
      Merged Organization Structure
      Differences Between Production in OPM and Oracle Applications
      Recommended OPM Organization Structure for Oracle ASCP
      Merging Effectivities, Formulas, and Routings
      Creating a Resource Warehouse
      Unit of Measure
      Setting Up and Using OPM Data
      OPM Organizations
      Effectivity, Formulas, and Routings
      Contiguous Operations
      Resources
      Scheduling Resource Charges
      Setting Up Resource Charge Scheduling
      Viewing Resource Charge Information
      MPS Schedule
      Co-products
      Supply Tolerances
Oracle Shop Floor Management
      Lot-Based Jobs
      Coproducts
      Operation Yield
      Network Routings
      Future Operation Details
Material Planning for Oracle Complex Maintenance Repair and Overhaul
Integrating with Oracle Demantra Demand Management
Integrating with Oracle Demantra Sales and Operations Planning

Integrating Production Scheduling

Overview
Running Production Scheduling with ASCP
Running Production Scheduling in Standalone Mode Without ASCP
Setting Profile Options for Production Scheduling
Setting Resource Parameters for Production Scheduling
Setting Up Batchable Resources
Setting Forecast Priorities
Using Replacement Groups as All-of-Sets
Running Collections
Creating a Schedule
Setting Schedule Options
Running a Schedule from the Workbench
Submitting Model Generation
Integrating to Production Scheduling
Copying a Schedule Within Production Scheduling
Publishing a Schedule
Running Production Scheduling as a Service
Feeding a Production Schedule Back into ASCP

Integrating Strategic Network Optimization

Overview
Integration Architecture and Business Process
Setting Profile Options for Strategic Network Optimization
Running Collections
Creating a New Plan Using the Workbench
Setting Schedule Options
Starting Strategic Network Optimization
Running a Plan Using the Workbench
Publishing a Plan
Defining Assignment Sets in Strategic Network Optimization
Modeling Demand at the Customer or Zone Level
Mapping to Strategic Network Optimization
Publishing a Constrained Forecast
Submitting Model Generation

Reports and Concurrent Processes

Reports
      Audit Statements Report
      Plan Comparison Report
      Planning Detail Report
Concurrent Processes
      ATP 24x7 Switch Plans
      ATP 24x7 Synchronization Process
      ATP Post Plan Processing
      Analyze Plan Partition
      Auto Release Planned Order
      Build Collaborative Planning Calendar
      Calculate Resource Availability
      Collections Synonyms
      Collections Triggers
      Collections Views
      Compare Plan Exceptions
      Continuous Collections
      Create AHL Snapshots
      Create APS Partitions
      Create ATP Partitions
      Create BOM Snapshots
      Create Forecast Priority Flexfield
      Create INV Snapshots
      Create Instance-Org Supplier Association
      Create Inventory Planning Flexfields
      Create MRP Snapshots
      Create OE Snapshots
      Create PO Snapshots
      Create Planning Flexfields
      Create Resource Batch Planning Flexfields
      Create Setup and Run Flexfield
      Create WIP Snapshots
      Create WSH Snapshots
      Create WSM Snapshots
      Create Zone Flexfields
      Custom Exception Generator
      Detail Scheduling Continuous Collection
      Detail Scheduling Data Pull
      Detail Scheduling ODS Load
      Download Profile Options Value
      Drop Collections Snapshot
      ERP Legacy Collections Request Set
      Flat File Loader
      Launch Supply Chain Planning Process Request Set
      Legacy Collections Request Set
      Load ATP Summary Based on Collected Data
      Load ATP Summary Based on Planning Output
      Load Transaction Data
      MDS Data Collection
      Planning Data Collection - Purge Staging Tables
      Planning Data Collection Request Set
      Planning Data Pull
      Planning ODS Load
      Pre-Process Monitor
      Pre-Process Transaction Data
      Purge Collaborative Planning Historical Records
      Purge Designator
      Purge Interface Tables
      Purge Legacy Data
      Push Plan Information
      Realign Operational Data Stores Dates
      Refresh Allocation Hierarchy Materialized View
      Refresh Collection Snapshots
      Refresh Global Forecast Materialized Views
      Refresh KPI Summary Data
      Refresh Materialized Views
      Release Sales Order Recommendations
      Register Ask Oracle Planning Question
      Send XML Releases to Legacy Sources
      Supply Chain Event Manager
      VMI Replenishment Engine

Profile Options

Special Considerations
INV Profile Options
MRP and CRP Profile Options
MSC Profile Options
MSD Profile Options
MSO Profile Options
MSR Profile Options

Flexfields

Overview of ASCP Flexfields
Applying Flexfields to Different Versions of Oracle RDBMS

Control Files

Setup Data Control Files
Supply Control Files
Demand Control Files
User-Defined Keys

Glossary

Index