Welcome to Release 12.1 of the Oracle Collaborative Planning Implementation and User's Guide.
This guide assumes you have a working knowledge of the following:
The principles and customary practices of your business area.
Oracle Collaborative Planning
If you have never used Oracle Collaborative Planning, Oracle suggests you attend one or more of the Oracle Collaborative Planning training classes available through Oracle University.
The Oracle Applications graphical user interface.
To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User’s Guide.
See Other Information Sources for more information about Oracle Applications product information.
Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/.
JAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace.
This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.
See Related Information Sources for more Oracle E-Business Suite product information.
To reach Oracle Support Services, use a telecommunications relay service (TRS) to call Oracle Support at 1.800.223.1711. An Oracle Support Services engineer will handle technical issues and provide customer support according to the Oracle service request process. Information about TRS is available at http://www.fcc.gov/cgb/consumerfacts/trs.html, and a list of phone numbers is available at http://www.fcc.gov/cgb/dro/trsphonebk.html.
Our goal is to make Oracle products, services, and supporting documentation accessible to all users, including users that are disabled. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/.
Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace.
This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.
You can choose from many sources of information, including online documentation, training, and support services, to increase your knowledge and understanding of Oracle Collaborative Planning.
If this guide refers you to other Oracle Applications documentation, use only the Release 12 versions of those guides.
The Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment.
All Oracle Applications documentation is available online (HTML or PDF).
Online Help: The new features section in the HTML help describes new features in Oracle Applications Release 12. This information is updated for each new release of Oracle Collaborative Planning. The new features section also includes information about any features that were not yet available when this guide was printed. For example, if your administrator has installed software from a mini-packs an upgrade, this document describes the new features. Online help patches are available on My Oracle Support.
Readme File: Refer to the readme file for patches that you have installed to learn about new documentation or documentation patches that you can download.
Oracle Collaborative Planning shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other user’s guides when you set up and use Oracle Collaborative Planning.
You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides.
If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com.
This guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI) available with this release of Oracle Collaborative Planning (and any other Oracle E-Business Suite products). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes.
You can access this user’s guide online by choosing Getting Started with Oracle Applications from any Oracle applications help file.
Oracle Advanced Planning Command Center unifies all the Advanced Planning applications, such as Demand Management, Real-Time Sales and Operations Planning, Strategic Network Optimization, Advanced Supply Chain Planning, Distribution Requirements Planning, and Inventory Optimization. It provides a unified user interface and a single repository for all data. Its flexibility allows users to access data from external supply chain planning applications and make it available for reporting and analysis within a unified user interface based on Oracle Business Intelligence - Enterprise Edition (OBI-EE).
This guide describes how to use Oracle's planning solution for supply chain planning performance. This guide can be used as a reference when you are implementing Oracle Advanced Supply Chain Planning with Oracle Global Order Promising.
This guide describes a comprehensive order promising solution that determines, when a customer order can be fulfilled, based on the current and projected demands and supplies across a supply chain and on an extended supply chain.
This guide describes the comprehensive Internet-based inventory planning solution that enables you to determine when and where to hold your inventories across the supply chain to achieve the desired customer service levels.
This guide describes how to define items and item information, perform receiving and inventory transactions, maintain cost control, plan items, perform cycle counting and physical inventories, and set up Oracle Inventory.
This guide describes how to enter sales orders and returns, copy existing sales orders, schedule orders, release orders, create price lists, and discounts for orders, run processes, and create reports.
Oracle Service Parts Planning is used by repair service operations to ensure that the right parts are available at the right locations and at the right times, in usable condition. It allows planners to forecast and manage the distribution of individual parts in the most efficient manner possible.
This guide explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. You also use this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes.
This guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle E-Business Suite Release 12. It provides a useful first book to read before an installation of Oracle E-Business Suite. This guide also introduces the concepts behind applications-wide features such as Business Intelligence (BIS), languages and character sets, and Self-Service Web applications.
This guide provides instructions for managing the installation of Oracle E-Business Suite products. In Oracle E-Business Suite Release 12, much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle E-Business Suite, the Oracle9 technology stack, and the Oracle9i Server technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. You should use this guide in conjunction with individual product user’s guides and implementation guides.
Refer to this guide if you are upgrading your Oracle applications Release 10.7 or Release 11i products to Oracle E-Business Suite Release 12. This guide describes the upgrade process and lists database and product-specific upgrade tasks. You must be either at Oracle Applications Release 10.7 (NCA, SmartClient, or character mode) or Oracle Applications Release 11i, to upgrade to Oracle E-Business Suite, Release 12. You cannot upgrade to from releases prior to 10.7.
Use this guide to help you run the various AD utilities, such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and others. It contains how-to steps, screenshots, and other information that you need to run the AD utilities. This guide also provides information on maintaining the Oracle E-Business Suite file system and database.
This guide provides planning and reference information for the Oracle E-Business Suite System Administrator. It contains information on how to define security, customize menus and online help, and manage concurrent processing.
This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data.
This guide contains the coding standards followed by the Oracle E-Business Suite development staff. It describes the Oracle Application Object Library components needed to implement the Oracle E-Business Suite user interface described in the Oracle E-Business Suite User Interface Standards for Forms-Based Products. It provides information to help you build your custom Oracle Forms Developer forms so that they integrate with Oracle E-Business Suite. In addition, this guide has information for customizations in features such as concurrent programs, flexfields, messages, and logging.
This guide contains the user interface (UI) standards followed by the Oracle E-Business Suite development staff. It describes the UI for the Oracle E-Business Suite products and how to apply this UI to the design of an application built by using Oracle Forms.
Use this guide as a reference for upgrading an installation of Oracle E-Business Suite. It provides a history of the changes to individual Oracle E-Business Suite products between Release 11i and Release 12. It includes new features, enhancements, and changes made to database objects, profile options, and seed data for this interval.
This guide explains how to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes, as well as how to monitor the progress of runtime workflow processes.
This guide explains how to define new workflow business processes and customize existing Oracle Applications-embedded workflow processes. It also describes how to define and customize business events and event subscriptions.
This guide describes how Oracle Applications users can view and respond to workflow notifications and monitor the progress of their workflow processes.
This guide describes the APIs provided for developers and administrators to access Oracle Workflow.
This guide provides flexfields planning, setup and reference information for the Oracle Collaborative Planning implementation team, as well as for users responsible for the ongoing maintenance of Oracle E-Business Suite product data. This manual also provides information on creating custom reports on flexfields data.
Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-Oracle applications, and write custom reports for Oracle Applications products. Oracle eTRM is available on My Oracle Support.
This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes API’s and open interfaces found in Oracle Manufacturing.
This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes API’s and open interfaces found in Oracle Order Management Suite.
This manual describes all Oracle E-Business Suite messages. This manual is available in HTML format on the documentation CD-ROM for Oracle E-Business Suite Release 12.
Oracle offers a complete set of training courses to help you and your staff master Oracle Collaborative Planning and reach full productivity quickly. These courses are organized into functional learning paths, so you take only those courses appropriate to your job or area of responsibility.
You have a choice of educational environments. You can attend courses offered by Oracle University at any one of our many Education Centers, you can arrange for our trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle University's online education utility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, you may want to use your organization structure, terminology, and data as examples in a customized training session delivered at your own facility.
From on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Collaborative Planning working for you. This team includes your Technical Representative, Account Manager, and Oracle’s large staff of consultants and support specialists with expertise in your business area, managing an Oracle9i server, and your hardware and software environment.
Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.
Because Oracle Applications tables are interrelated, any change you make using Oracle Applications can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications.
When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.
Oracle develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 160 software modules for financial management, supply chain management, manufacturing, project systems, human resources and customer relationship management.
Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, allowing organizations to integrate different computers, different operating systems, different networks, and even different database management systems, into a single, unified computing and information resource.
Oracle is the world’s leading supplier of software for information management, and the world’s second largest software company. Oracle offers its database, tools, and applications products, along with related consulting, education, and support services, in over 145 countries around the world.
Thank you for using Oracle Collaborative Planning and this user’s guide. Oracle values your comments and feedback. At the beginning of this guide is a Reader’s Comment Form you can use to explain what you like or dislike about Oracle Collaborative Planning or this user’s guide. You can send comments to us at the e-mail address mfgdoccomments_us@oracle.com.
Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle E-Business Suite data unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.
Because Oracle E-Business Suite tables are interrelated, any change you make using an Oracle E-Business Suite form can update many tables at once. But when you modify Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle E-Business Suite.
When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite automatically checks that your changes are valid. Oracle E-Business Suite also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.