Oracle Advanced Supply Chain Planning Implementation and User's Guide

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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

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

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

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

Oracle Advanced Supply Chain Planning Implementation and User's Guide

Contents