Oracle Demantra Sales and Operations Planning uses the following workflows. These workflows are pre-seeded to manage batch forecasting and facilitate the forecast approval process.
| Workflow Name | Where Used | Description |
| Archive Demand Plan | Demand Review | Archives the approved consensus forecast. |
| Approve Plan Scenario | Supply Review | Approves a plan scenario and notifies stakeholders. Approve Scenario method runs this workflow. |
| Booking Forecast Generation | Supply Review | Generates booking forecast used in the Projected Backlog calculation. |
| Complete Exception Review | Supply Review | Changes status of the specified plan scenario from "Detect Exceptions" to "Not Approved". Complete Scenario Exceptions Review method runs this workflow. |
| Demand Review Process | Demand Review | Resets approval flags for all product categories. Creates task for user sop1 to conduct demand review. |
| Download Plan Scenario Data | Supply Review | Loads plan scenario related series data from ASCP, Rapid Planning or SNO and imports it into Sales and Operations Planning. Load Scenario Data method runs this workflow. The Exception detection steps runs immediately after data download. |
| Download Plan Scenarios | Supply Review | Loads or refreshes the list of S&OP supply plans. |
| Download SCI Data | Supply Review | Downloads actal backlog, production, and on-hand data into Demantra Sales and Operations Planning. |
| Download Unit Cost | Supply Review | Loads data into the item cost staging table and then download data into the Unit Cost series. |
| Export OBI Data | All | Exports forecasting series data from Demantra to measures in the Advanced Planning Command Center. |
| Hyperion Export | Financial Review | Imports the revenue annual plan, financial forecast value, and budget data from Hyperion Planning into Demantra. This workflow is supported if Oracle Demantra Sales and Operations Planning Integration to Hyperion Planning has been licensed and installed. |
| Hyperion Import | Financial Review | Exports the consensus forecast (units, currency) and cost of sales (currency) from Demantra into Hyperion Planning. This workflow is supported if Oracle Demantra Sales and Operations Planning Integration to Hyperion Planning has been licensed and installed. |
| Remove Plan Scenario Approval | Supply Review | Removes plan scenario approval. Remove Scenario Approval method runs this workflow. |
| Supply Plan Exception Detection | Supply Review | Start exception detection of the selected ASCP/SNO plan scenario. The Detect Scenario Exceptions method runs this workflow. |
| Upload Consensus Forecast - Org, Week | Demand Review | Exports consensus forecast to supply planning dimensioned by item and organization. |
| Upload Consensus Forecast - Zone, Week | Demand Review | Exports consensus forecast to supply planning dimensioned by item and zone. |
Use the Archive Demand Plan workflow during the demand review process to archive the approved consensus forecast.
Use the Approve Plan Scenario workflow during the Supply Review to approve a plan scenario at the Product Category level. This action changes the scenario status from “Not Approved” to “Approved”. There is an e-mail step in the workflow to send a confirmation to S&OP Manager and Strategic Planner that Supply Plan Scenario <Plan ID> has been approved in the Supply Review. As well, a confirmation email is sent to the finance stakeholder, notifying them that the “Supply Review phase has completed”. Once a plan scenario has been approved, it’s available as an operational plan during the Executive review.
The Approve Scenario method runs this workflow.
Note: This workflow is only available to S&OP managers.
Use the Booking Forecast Generation workflow to generate booking forecast used in the Projected Backlog calculation.
Use the Complete Scenario Exceptions Review workflow during the Supply Review to remove exceptions for the specified plan scenario from the worksheet. This action changes the scenario status from “Detect Exceptions” to “Not Approved”.
The Complete Scenario Exceptions Review method runs this workflow.
Note: This workflow is only available to S&OP managers.
Use the Constrained Forecast Below Budget workflow to detect situations where forecasts in supply plans are not meeting budget objectives. This workflow is automatically launched as part of the supply plan exception detection process.
You can modify the exception threshold from the Exception Financial Summary Product Category worksheet.
Run the Demand Review Process workflow at the start of the demand review process to reset approval flags for all product categories and create a task for user sop1. Upon completion of demand review, sop1 clicks on task to notify sopAdmin to export forecast and archive approved consensus forecast.
Use the Download Plan Scenario Data workflow to load plan scenario- related series data from ASCP, Rapid Planning or SNO and import it into Demantra Sales and Operations Planning.
Load Scenario Data method runs this workflow. Exception Detection Steps run immediately after data download.
Use the Download Plan Scenarios workflow to load or refresh the list of S&OP supply plans in Demantra Sales and Operations Planning.
Use the Download SCI Data workflow to download actual backlog, production and on-hand data into Demantra Sales and Operations Planning.
Use the Download Unit Cost workflow to load data into the item cost staging table and then download data into the Unit Cost series.
Use the Export OBI Data workflow to export forecasting series data such as Marketing Forecast, Projected Backlog, and Bookings Forecast from Demantra to the Advanced Planning Command Center.
Use the Hyperion Export workflow to export the revenue annual plan, financial forecast value, and budget data from Hyperion Planning into Demantra. The Extract to Hyperion Planning method starts this workflow. This workflow is supported if Oracle Demantra Sales and Operations Planning Integration to Hyperion Planning has been licensed and installed.
Use the Hyperion Import workflow to import the consensus forecast (units, currency) and cost of sales (currency) to Hyperion Planning from Demantra. The Publish to Hyperion Planning method starts this workflow. This workflow is supported if Oracle Demantra Sales and Operations Planning Integration to Hyperion Planning has been licensed and installed.
Use the Low Demand Fill Rate workflow to detect a low demand fill rate in supply plans. This workflow is automatically launched as part of the supply plan exception detection process.
You can modify the exception threshold from the Exception Resource Rough Cut Capacity Plan worksheet.
Use the Poor Production Adherence workflow to detect resources that are not meeting production levels in supply plans. This workflow is automatically launched as part of the supply plan exception detection process.
You can modify the exception threshold from the Exception Production Plan Product Category worksheet.
Use the Poor Projected On-Hand Adherence workflow to detect poor on-hand adherence levels in supply plans. This workflow is automatically launched as part of the supply plan exception detection process.
You can modify the exception threshold from the Exception Production Plan Product Category worksheet.
Use the Real Time Sales Tracking workflow to detect exceptions via workflow that can either be scheduled, or run at the completion of an incremental EP_LOAD of historical sales data.
Use the Remove Scenario Approval workflow during the Supply Review to remove a plan scenario approval at the Product Category level. This action changes the scenario status from “Approved” to “Not Approved”. There is an e-mail step in the workflow that notifies the finance stakeholder that approval for Supply Plan Scenario <Plan ID> has been revoked.
The Remove Scenario Approval method runs this workflow.
Note: This workflow is only available to S&OP managers.
Use the Resource Capacity Overused workflow to detect resources that are over capacity in supply plans. This workflow is automatically launched as part of the supply plan exception detection process.
You can modify the exception threshold from the Exception Resource Rough Cut Capacity Plan worksheet.
Use the Supplier Capacity Overused workflow to detect suppliers that are over capacity in supply plans. This workflow is automatically launched as part of the supply plan exception detection process.
You can modify the exception threshold from the Exception Resource Rough Cut Capacity Plan worksheet.
Use the Supply Plan Exception Detection workflow during the Supply Review process to start exception detection of an imported ASCP, Rapid Planning or SNO plan scenario, at the Plan Scenario level.
The Detect Scenario Exceptions method runs this workflow, changing the plan scenario status from Importing to Detect Exceptions.
Use the Upload Consensus Forecast-Org,Demand Class,Week workflow to export the weekly consensus forecast organized by organization and demand class to planning applications such as ASCP, Rapid Planning, Strategic Network Optimization, and Inventory Optimization.
Use the Upload Consensus Forecast-Zone,Demand Class,Week workflow to export the weekly consensus forecast organized by demand class and zone to planning applications such as ASCP, Rapid Planning, Strategic Network Optimization, and Inventory Optimization.
Use the Upload Consensus Forecast-Org,Period workflow to export the period consensus forecast organized by organization to planning applications such as ASCP, Rapid Planning, Strategic Network Optimization, and Inventory Optimization.
Note: Demand Priority and Mean Absolute Percent Error (MAPE) are not pre-seeded in the integration interface export profiles. It is a straightforward operation to add these series in the profiles directly in the Business Modeler.
Use the Upload Consensus Forecast-Org,Week workflow to export the weekly consensus forecast organized by organization to planning applications such as ASCP, Rapid Planning, Strategic Network Optimization, and Inventory Optimization.
Note: Demand Priority and Mean Absolute Percent Error (MAPE) are not pre-seeded in the integration interface export profiles. It is a straightforward operation to add these series in the profiles directly in the Business Modeler.
Use the Upload Consensus Forecast-Zone,Period workflow to export the period consensus forecast organized by zone to planning applications such as ASCP, Rapid Planning, Strategic Network Optimization, and Inventory Optimization.to ASCP.
Note: Demand Priority and Mean Absolute Percent Error (MAPE) are not pre-seeded in the integration interface export profiles. It is a straightforward operation to add these series in the profiles directly in the Business Modeler.
Use the Upload Consensus Forecast-Zone,Week workflow to export the weekly consensus forecast organized by zone to planning applications such as ASCP, Rapid Planning, Strategic Network Optimization, and Inventory Optimization.
Note: Demand Priority and Mean Absolute Percent Error (MAPE) are not pre-seeded in the integration interface export profiles. It is a straightforward operation to add these series in the profiles directly in the Business Modeler.
During installation, Sales and Operations Planning adds pre-seeded users and user groups that are required by the application and used for the approval process. During the configuration process, administrators should modify workflows to reflect the S&OP analysts and managers who will be performing approval tasks.
By design, only the creator of a workflow can view or edit that workflow. The pre-seeded Sales and Operations Planning workflows were created by the component owner “sop”. To access these workflows you must access the Workflow Manager as the component owner (sop).