Planning and Inventory Information

Overview

Oracle iSupplier Portal enables you to view demand forecasts from the buying company. Using your item number, you can view different transactions. You can also maintain certain item information such as manufacturing and award modifiers. Oracle iSupplier Portal enables you to perform vendor managed inventory or track consigned inventory stock. You also can maintain your awards and capacity information on the application.

This chapter includes the following:

Forecast Information

Forecast information enables you to view real-time forecasts from the buying company. You can view plans, arranged by schedules that communicate expected demand over different time horizons. You can see all available schedules and select the schedule number to view further details. The Planning tab allows you to view plans that communicate forecast information. You can also view forecast schedules. A summary of schedules displays and you can select each schedule to view details. Click the Schedule Number for further information.

The Planning Schedule Summary page displays forecast information for all items. To view forecast information for all items on a single page, click the summarized view icon.

Product Information

Using the Product tab, you can easily access and view information about the products you provide sorted by item.

The product information section includes:

Viewing Supplier Item Summary

The Supplier Items page enables you to view all of the details of the products that you supply. You can view your search results in a summary format with links on each CLIN/SLIN line for:

Awards

A summary of award lines placed with you for this item. This summary includes quantity ordered, quantity received, and price break information. Click Award Number, Ship-To Location, and Buyer for further information.

Overdue

This contains a summary of overdue receipts for the selected item. Click Award Number and Receipt Number for further information.

Receipt History

This contains a summary of receipts for the selected item. Click Award Number and Receipt Number for further information.

Defects

This contains a summary view of failed inspection items.

Returns

This contains summary view of returns for an item that includes shipment information, RMA number, and quantities. Click Award Number and Receipt Number for further information.

On-Time Performance

This contains a summary of receipts for an item that includes due dates, receipt dates, and shipping information. Click Award Number and Receipt Number for further information.

Inventory

The On-Hand page provides more details about the item, on-hand quantity, and links to both. Revision history and sub-inventory breakdown of the on-hand quantity (with locator, lot, and serial).

Vendor Managed Inventory

A summary view of vendor managed items that includes supplier, item shipment notice, and buyer information.

Consigned Inventory

A summary view of consigned items including item, shipment, and transaction information. Click the appropriate icon for further information.

Most of the summaries are available to export.

Viewing Item Inventory Information

The On-Hand Items page enables you to view your item inventory information. Viewing your item inventories enables you to view on-hand inventories, item locations, lots, and serials.

To view item inventory information:

  1. Click the Product tab, click Supplier Item in the task bar directly below the tabs.

  2. Search for an item.

  3. On the Supplier Items Result page, select your item and click the inventory icon.

  4. Click Revision to view any revisions made to an item.

  5. Click the Subinventory icon to view subinventory information for an item.

  6. Click the Locator, Lot, or Serial icon to view any specific item information.

  7. Click Export to download your inventory information.

Maintaining Capacity Information

You can accurately maintain your delivery capacity online. Your buying company can allocate planned awards taking into account your changes to the capacity constraints. This provides more accuracy and flexibility in making sourcing allocations during the organization's planning, scheduling, and procurement processes.

You can update your capacity abilities for various items for which you are an approved supplier. You can use the Order Modifiers page to define processing lead times, fixed lot multiples, and minimum order quantities. You can also define tolerance fences by Days in Advance and Tolerance on the Maintain Capacity page. Once your updates are submitted, the company's buyer is notified and their approved supplier list is updated with your information. The company can then better allocate planned awards taking allocation and current capacities into account.

You can update the following capacity constraints for each item that has been sourced to you:

After you change capacity information, a notification is sent to the planner and the buyer. Based on the preference set by the buying company, the information may go through an approval from a buyer or planner. You will be notified of the status of the request.

To maintain capacity information:

  1. Click the Product tab, click Maintain Capacity in the task bar directly below the tabs.

  2. On the Maintain Capacity page, enter search criteria information.

  3. Click Search. (You can perform a blind search by clicking Search without entering any criteria. This results in all items assigned to you being displayed).

  4. Select your item and click Maintain Capacity.

    Note: The Maintain Capacity page displays information from today's date forward. You can modify the current defined capacity or create new entries by clicking Add Another Row.

  5. You can also add or modify the Over Capacity Tolerance by changing existing Days in Advance and Tolerance values.

    Note: To add additional Over Capacity Tolerance information, click Add Another Row.

  6. When you have completed your update, click Update Capacity. An Update Capacity Confirmation message is displayed.

Maintaining Order Modifiers

Maintaining award modifiers enables you to view and make changes to the details of your ability to fulfill awards scheduled for delivery. You can view shipment processing lead times, minimum award quantities, and fixed lot multiples. You can then adjust these to fit your delivery ability.

To maintain order modifiers:

  1. Click the Product tab, click Order Modifiers in the task bar directly below the tabs.

  2. On the Order Modifiers page, enter search criteria information and click Go.

  3. Select your item and click Maintain Order Modifiers.

  4. On the Order Modifiers for Item page, you can add or modify the following item attribute values:

    • Processing Lead Time (in days)

    • Minimum Order Quantity

    • Fixed Lot Multiple

  5. Click Submit.

The item is immediately updated with the changes and an information notification is sent to the planning manager or buyer of the item. They can verify your changes in their approved supplier list.

Note: You can erase any changes before submitting your request by clicking Cancel.

Vendor Managed Inventory

Vendor Managed Inventory enables you to manage the inventory at the customer's location. Customers can set up the minimum and maximum stock levels required for an item enabled for maintenance by a supplier.

Using Oracle iSupplier Portal, you can view these minimum and maximum levels and also view the current on-hand quantities for that item at the customer location. You have the option of triggering the replenishment requests from this page to ensure that the stock quantity is maintained at the customer location.

On the Product tab, on the Supplier Item Results page, click the VMI icon. From the Vendor Managed Inventory Status page, your search results are displayed with detailed information about the status of each item you included in your search and links to enter replenishment information. You then initiate replenishment requests for the item.

Note: You can save searches that you use frequently by clicking Personalize, entering your search criteria, and then saving by clicking Apply. Personalize also enables you to customize the information that is displayed when you view the VMI Search page.

To generate supply requests:

  1. Search for the items you are responsible for.

  2. Review the replenishment method for the item.

  3. If the method for the item is Buyer or Supplier Initiates Release; you then select the item, enter the quantity, and click Release.

  4. If the method for the item is Manual Requisition; you click the enter requisition icon in the Create Requisition column. On the Enter Order Details page, enter a quantity, need-by date, and other details of the order as required by the customer.

Once you have completed and submitted the replenishment request, you will receive a confirmation message that contains the request identifier. You can use the request identifier to monitor the progress of your request.

You can override the quantity with either of the manual types of replenishment methods. For Automatic Release method items, you can click the enter replenishment icon in the Create Requisition column and enter a quantity.

Consigned Inventory

Oracle Procurement along with Discrete Manufacturing supports maintaining consigned inventory for an item. Buying companies can enable items to have consigned inventory. This enables you to maintain the stock at the buying company location. Buying companies do not incur financial liabilities until they start consuming the stock.

Oracle iSupplier Portal enables you to view on-hand stock for consigned items and also associated procure-to-pay transactions.

To view consigned items:

  1. Click the Product tab, and then click Consigned Inventory in the task bar directly below the tabs.

  2. On the Consigned Inventory page, search and select your item.

  3. For a given item, suppliers can view the following information:

    • Supplier Item

    • Item

    • Item Description

    • Consigned On-Hand - Displays the on-hand stock levels for the item at the buying company.

    • Consigned Shipments - Displays the award shipment details that enable the item to be shipped from you to the buying company location.

    • Consumption Orders - Displays the awards/blanket releases that are created when consigned stock is consumed by the buying company. These are the orders against which you can submit invoices to the buying company.

    • Consigned Receipts - Displays the history of receipts for consigned stock.

    • Consigned Returns - Displays the history of return transactions created for the consigned stock.

    • Material Transactions - Displays the material transactions that occurred for the consigned item. It includes transactions to procure the item, which is the consigned stock, and then the transactions to move the stock to regular inventory for consumption.

If the consigned item is also enabled for Vendor Managed Inventory, suppliers can initiate replenishment requests online.

To view consigned inventory aging items:

  1. Click the Product tab, and then click Consigned Inventory Aging in the task bar directly below the tabs.

  2. On the Consigned Inventory Aging page, you may search for items that are past due, or items that are due in the next 7, 15, or 30 days. Select the appropriate search criteria for your item and click Go.

  3. For a given item, suppliers can view the following information:

    • Supplier Site

    • Organization

    • Supplier Item

    • Item

    • Item Revision

    • Item Description

    • Subinventory

    • UOM

    • Quantity

    • Receipt Date

    • Consume Before - Date the item must be consumed.

    • Days Before Consumption is Due - Displays the number of days before the ownership of the item is transferred.