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Oracle Collaborative Planning Implementation and User's Guide
Release 12.1
Part Number E13380-09
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Oracle Collaborative Planning Implementation and User's Guide

Contents

Title and Copyright Information

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Preface

Introduction

Overview
Collaboration Methods
Collaborate with Customers
Collaborate with Suppliers
Multi-tier Collaborations
Oracle iSupplier Portal
      Collaborate with Suppliers
Oracle Collaborative Planning Functionality
Time Buckets
Exception Management
      Exception Summary and Details
      Exception Thresholds
      Supply Chain Event Manager
Requests

Setup

Overview
Deployment Configurations
      Single Machine Implementation
      Two Machine Implementation
      Three Machine Implementation
Setup with Oracle e-Business Suite
      Set up Profile Options
      Define Customers, Suppliers, and Sites
      Define Users and Assign Responsibilities
      Set Up Calendar
      Set Up Items
      Setup Oracle iSupplier Portal
      Set Up Buyer Code and Item Category for Advanced Search
      OEM User Setup
Standalone Setup
      Set Up the Legacy Instance
      Set Up Profile Options
      Define Customers, Suppliers, and Sites
      Define Users and Assign Responsibilities
      Set Up Calendar
      Set Up Items and Other Entities
Setting Up Multi-Tier Collaboration in Oracle Collaboration Planning
      Setup Steps in Oracle Order Management
      Setup Steps in Oracle Inventory
      Setup Steps in Oracle Purchasing
Loading and Publishing Data
      Publish Data Using Oracle Advanced Supply Chain Planning
      Publish Data Using Oracle Demand Planning
Run Data Collections
Orders
      Create an Order
      Add Orders
      View Order History
Order Types
      Supported Order Types
      Renaming Order Types
Assign Planner Codes to Items
Security Rules

Forecasting

Overview
The Collaboration Cycle
Forecast Versioning
Collaborate with Customers
      Publish Forecasts
      Publish Supply Commits
      Receive Forecasts in Oracle Demand Planning
      Customer Collaboration Automation
Collaborate with Suppliers
      Supplier Collaboration Automation
      Publish Order Forecasts
      Receive Supplier Capacity
      Impact of Time Bucketing on Receive Supply Capacity Program
      Respond to and Edit Purchase Orders
      On-hand Inventory Visibility
      Access the Planner Workbench
Collaborate with Repair Suppliers
      Collaboration with Suppliers and Repair Suppliers
      Publishing a Returns Forecast

Vendor Managed Inventory with Suppliers

Overview
Order Types
User Setup and Process
      Create Blanket Purchase Agreements
      Defining Parameters for Vendor Managed Inventory with Suppliers
      Collect Approved Supplier Lists
      Publish Order Forecast from ASCP
      Schedule and Run the VMI Replenishment Engine
      View Replenishment Orders
      Submit Advance Shipment Notices
Monitor and Replenish Inventory
Exceptions
VMI Replenishment Engine
Notifications

Vendor Managed Inventory with Customers

Overview of Vendor Managed Inventory with Customers
User Setup for VMI with Customers
      Setup Steps in Oracle Order Management
      Setup Step in Oracle Purchasing
      Setup Steps in Oracle Inventory
      Setup Step in Oracle Order Management
      Setup Step in Oracle Purchasing
      Setup Step in Oracle Order Management
The Different Flavors for Customer Facing VMI Process
      Order Types used in Unconsigned and Consigned VMI with Customers
      Process for Customer-Facing VMI
      Initial Steps Common to Unconsigned and Consigned VMI with Customers
      Process for Unconsigned VMI with Customers
      Process for Consigned VMI with Customers

Collaborative Inventory Visibility

Overview
Setup
Create Groups
Define Group Members
Define Security Rules
Upload Unallocated On-hand Inventory
Search for Inventory

Exceptions

Overview
Supply Chain Event Management Engine
View Exceptions
Export Exceptions
Seeded Exceptions
      Late Orders
      Material Shortage
      Material Excess
      Response Required: Response to Trading Partner Required
      Response Required: Trading Partner Response Required
      Potential Late Orders
      Forecast Mismatch
      Early Orders
      Change Orders
      Forecast Accuracy
      Performance Measure Below Target
Custom Exceptions
      Name the Exception
      Define Exception Scope
      Define Exception Condition
      Define Exception Output Attributes
      Define Schedule
      Specify Recipients
      Save
      Edit Custom Exception
      Copy Custom Exception
Exception Thresholds
      Define Exception Thresholds
      Delete Exception Thresholds
Pegging
      Enter Pegging Information
      Access Pegging Information
      View Pegging Information

Waterfall Analysis

Overview
Setup
Upload Customer Forecasts
Search For and Compare Forecasts

Horizontal and Advanced Horizontal View

Overview
Horizontal View
      The Search Region
      Advanced Search
      Preference Sets
      Display CTO Data
      Edit Order Quantities
      Available Columns
Collaborative Planning Time Bucketing
      Overview
      Benefits of using site-specific calendar for time bucketing
      Setup
      Creating Time Buckets
      Editing Order Quantities in the Horizontal View
      Running Totals of Supply and Demand
Advanced Horizontal View
      Setup
      Create Workbooks
      Share Workbooks
      View Workbooks

Vertical View

Overview
Export Data from Vertical View
Export Data in Import Format
Display of CTO Data

Multi-Tier Collaboration in Collaborative Planning

Overview
Oracle Applications Support for Multi-Company Collaborative Planning
Executing Multi-Company Collaborative Planning
      Demand Planning and Forecast Collaboration
      Supply Chain Planning and Collaboration with Suppliers
      Supply Chain Collaboration with Suppliers and Contract Manufacturers

Workflow

Using Oracle Workflow in Oracle Collaborative Planning
Setting Up Oracle Workflow in Oracle Collaborative Planning
Extending Workflows in Oracle Collaborative Planning
      Overview
      Customizations
      Extending Workflow
Viewing Processes in Oracle Workflow Builder
Seeded Data Files
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
      Seeded Data File
Item Types
      Oracle Collaborative Planning VMI Replenishment
      MSC: User Define Exception Workflow
      Start ASCP Engine
      Start SCEM Engine
      Publish Order Forecast
      Start Receive Supplier Capacity
      Publish Supply Commit
      Supply/Demand Mismatch
      Workflows for Oracle Collaborative Planning
      DP Receive Forecast
Workflow Processes Used In Oracle Collaborative Planning
      Error Notifications for Excel Import of Forecast/Supply
      User Define Exception Workflow
      Supply/Demand Mismatch
      Oracle Collaborative Planning VMI Replenishment
      For Supplier-Facing VMI Replenishment
      For Customer-Facing VMI Replenishment
      Start ASCP Engine
      DP Receive Forecast
      Publish Order Forecast
      Publish Supply Commit
      Start Receive Supplier Capacity
      Start SCEM Engine
Functions
      Oracle Collaborative Planning VMI Replenishment
      For Supplier-Facing VMI Replenishment
      For Customer-Facing VMI Replenishment
      MSC: User Define Exception Workflow
      Start ASCP Engine
      Start SCEM Engine
      Publish Order Forecast
      Start Receive Supplier Capacity
      Publish Supply Commit
      Supply/Demand Mismatch
      Workflows for Oracle Collaborative Planning
      DP Receive Forecast
      Standard

Profile Options

Profile Options

Troubleshooting

Loading Data
Vertical View
Vendor Managed Inventory with Suppliers
Vendor Managed Inventory with Customers
Horizontal View
Security Rules
Exceptions
Forecast Comparison
XML Gateway

XML

Overview
XML Transactions
      Supply/Demand Load
Set Up XML Gateway
Legacy Integration Loads

Key Tables

Key Tables

Glossary

Index