Browser version scriptSkip Headers

Oracle Demand Planning Implementation and User's Guide
Release 12.1
Part Number E13634-05
Go to next page

Oracle Demand Planning Implementation and User's Guide


Title and Copyright Information

Send Us Your Comments


Demand Planning Overview

About Oracle Demand Planning
Demand Planning Architecture
Planning Cycle
Demand Planning Roles

Demand Planning Setup

Setup Instances
Setup Data Collections
Setup Demand Planning Dimensions
Setup Demand Planning Hierarchies
Setup Demand Planning Levels
Setup Demand Planning Hierarchy Levels
Setup Profile Options
Demand Planning Setup Procedures

Flexible Data Streams

About Flexible Data Streams
Flexible Data Stream User Procedures
Uploading Flexible Data Streams
Attributes of Staging and Fact tables
Staging the data using SQL*Loader
Impact of Custom Data Streams on Hierarchy and Fact Views

Data Collection

About Data Collection
Procedure for Collecting Data
Graphical Display of Hierarchies
Pulling Data into Fact Tables
Net Change
Integrating Legacy Data

Data Validation

About Data Validation
Overview of Data Validation Programs
Audit Fact
Level Value Audit
Setting Up the Audit Query


About Events
Business Applications
New Product Introductions and Cannibalization
Product Phase Outs
Events Calendar

Defining a Demand Plan

About defining a Demand Plan
Procedure to define a Demand Plan
Input Parameters
Price lists
Validate plan

Demand Planning Administration

Building a New Demand Plan
About the Stages in the Planning Cycle
Downloading Data from the Planning Server (Stage 1)
Populating Measures (Stage 2)
After you populate measures
Distributing to Planners (Stage 3)
Collecting Data from Planners (Stage 4)
Uploading Measures to the Planning Server (Stage 5)
Automating the Planning Cycle
Viewing the Batch Log
Administering OLAP Sessions
Publishing Forecast Data Back to the Source
Using Forecast Data for Advanced Planning
Renewing the Forecasting Cycle
Archiving and Restoring Demand Plans

Demand Plan Administration: Setting Up the User Environment

About Setting Up the User Environment
Calculating Dependent Demand for Input Parameters
Planner Assignments
Comment Reason Codes
Predefined Reports
Workflow Settings
Batch Log
Collaboration History

Environment for Planners and Demand Plan Manager

Logging In as a Planner or Demand Plan Manager
Navigation List
Notifications List
Document Workspace
Activity Log
Getting Help
Exiting Demand Planning

Using Worksheets

About Worksheets
Creating Worksheets
      The Multi-Document Workspace
Opening Worksheets
      Default Document Layout
Selecting Data for Worksheets
Arranging and Viewing Data in Worksheets
Viewing Events for Measures in Worksheets
Modifying Data in Worksheets
Formatting Worksheets
Printing Worksheets
Saving Worksheets
Exporting Data from Worksheets
Closing Worksheets
Renaming Worksheets
Viewing Worksheet Properties
Deleting Worksheets

Preserving Forecast Adjustments

Persistent Forecast Adjustments
Why Preserve Forecast Adjustments?
Designating Data as Cycle Persistent
Standard Versus Persistent Locks
Cycle-Persistent Locks and the Planning Process
Copying Data and Locks to Another Measure
Accessing Advanced Locking Functionality
Making Your Data Cycle-Persistent
Applying Persistent Locks in Worksheets
Removing Persistent Locks in Worksheets
Using Standard Locks in Your Worksheets
Resolving Locking Conflicts
Preserving Locked Data for Submission to the Planning Manager
Applying Previous Adjustments to New Planning Cycles
Distributing Adjusted Forecasts with Cycle-Persistent Data

Using the Planning Percentages Worksheet

About the Planning Percentages Worksheet
Opening the Planning Percentages Worksheet
Setting up the Planning Percentages Worksheet
Changing the Layout to Enhance Analysis
Display and Calculations in the Planning Percentages Worksheet
Calculating Dependent and Total Revenues
Reusing Planning Percentages
Modifying Data in the Planning Percentages Worksheet
Displaying Parent and Child Values in the Worksheet
Saving Data in the Planning Percentages Worksheet
Printing the Planning Percentages Worksheet
Exporting Data from the Planning Percentage Worksheet
Planning Percentage Usability Enhancements
Closing the Planning Percentages Worksheet

Using Ad Hoc Reports

About Ad Hoc Reports
Creating Ad Hoc Reports
      Displaying Multiple Documents
Opening Ad Hoc Reports
Selecting Data for Ad Hoc Reports
Arranging and Viewing Data in Ad Hoc Reports
Creating Ranking/Exception Reports
Viewing Events for Measures in Ad Hoc Reports
Formatting Ad Hoc Reports
Formatting Ad Hoc Reports Based on Data Conditions (Color Coding)
Printing Ad Hoc Reports
Saving Ad Hoc Reports
Copying Data from Ad Hoc Reports
Exporting Data from Ad Hoc Reports
Closing Ad Hoc Reports
Renaming Ad Hoc Reports
Viewing Ad Hoc Report Properties
Deleting Ad Hoc Reports

Using Ad Hoc Graphs

About Ad Hoc Graphs
Creating Ad Hoc Graphs
      Displaying Multiple Documents
Opening Ad Hoc Graphs
Selecting Data for Ad Hoc Graphs
Arranging and Viewing Data in Ad Hoc Graphs
Formatting Ad Hoc Graphs
Printing Ad Hoc Graphs
Saving Ad Hoc Graphs
Exporting Data from Ad Hoc Graphs
Closing Ad Hoc Graphs
Renaming Ad Hoc Graphs
Viewing Ad Hoc Graph Properties
Deleting Ad Hoc Graphs

Using Predefined Reports

About Predefined Reports
Comparison Accuracy Document
Aged Accuracy Document
Other Predefined Reports
Opening Predefined Reports
Changing Data in Predefined Reports
Viewing Data in Predefined Reports
Printing Predefined Reports
Copying Data from Predefined Reports
Exporting Data from Predefined Reports
Closing Predefined Reports

Working with Measures

About Measures
Types of Measures
Creating Forecast Measures
Creating Combination Forecast Measures
Averaging Existing Percentages to Forecasting Levels
Copying Planning Percentages
Creating Simple Copy Measures
Creating Copy Multiple Measures
Creating Accuracy Measures
Creating Formula Measures
Editing Measures
Renaming Measures
Viewing Measure Properties
Deleting Measures
Importing Data into a Measure from a Flat File

Working with Events

About Events
Creating Promotion Events
Creating Product Introduction Events
      New Product Introduction Event Allocation
Creating Product Phase out Events
Modifying Events
Viewing Event Properties
Deleting Events
Applying Events to Measures
Using the Events Calendar

Working with Custom Aggregates

About Custom Aggregates
Defining Custom Aggregates
Applying Custom Aggregates to Open Documents
Editing Custom Aggregates
Renaming Custom Aggregates
Viewing Custom Aggregate Properties
Deleting Custom Aggregates

Working with Saved Selections

About Saved Selections
Defining Saved Selections
Applying Saved Selections to Open Documents
Editing Saved Selections
Renaming Saved Selections
Viewing Saved Selection Properties
Deleting Saved Selections

Working with Document Folders

About Folders
Creating Folders
Adding Documents to Folders
Moving Documents Between Folders
Copying Documents to Folders
Changing the Order of Documents in Folders
Deleting Documents from Folders
Renaming Folders
Viewing Folder Properties
Deleting Folders

Selecting Data

About Selecting Data
Selecting Values From a List
Selecting Values by Level
Selecting Values by Family Relationship
Selecting Values by Attribute
Selecting Values that Match a Character String
Selecting Values that Meet a Value Condition
Selecting Values that Meet a Measure Condition
Selecting Top and Bottom Values
Selecting Time Values by Range
Sorting Selected Values
Saving Value Selections

Sharing Data

About Sharing Data
      Sharing Demand Planning Objects
Sending Measures
Notifications About Collaboration Measures
Receiving Measures
Viewing Collaboration History

Selecting Measures to Submit or Upload

About Scenarios
Demand Planner: Selecting Measures to Submit
Demand Plan Manager: Selecting Measures to Upload
Automating the Submissions Process
Viewing Scenario Properties

Working with Alerts and Notifications

About Alerts
Defining Alerts
Modifying Alerts
Disabling Alerts
Enabling Alerts
Manually Running Alerts
Renaming Alerts
Viewing Alert Properties
Deleting Alerts
Working with Notifications

Advanced Topics

Customizing Demand Planning hierarchies
Multiple Step UOM Conversion
Using Sales Forecasts and Opportunities
Forecasting for Service Parts
Line of Business-Specific Demand Plans
Forecast by Demand Class

Reference: Stored Measure Options

Forecast Methods
Measure Property: Unit of Measure Association
Effect of Events on Measures

How Demand Planning Uses Oracle Workflow

Overview of Workflow
Prerequisites for Using Workflow with Oracle Demand Planning
Workflow Processes Within the Demand Planning Cycle

Profile Options

Demand Planning Profile Options
Main Planning Profile Options