Supply Planning Work Area

This chapter covers the following topics:

Overview

The Supply Planning Work Area is a workbench that is similar to Planner Workbench. You can use it to view and change plan data.

The Supply Planning Work Area includes pages with the same functionality as their corresponding Forms windows, but with a web-based look and feel. You enter this area by clicking the Supply Planning Work Area responsibility.

For a general understanding about using the Supply Planning Work Area for supply chain modeling see the section Overview of Supply Chain Modeling n chapter Supply Chain Plan Modeling.

Main Tabs

When you navigate to Supply Planning Work Area, a page appears with two main tabs:

Both of these main tabs display two panes:

See also: Common Tab Features

Left Pane Characteristics

The left pane shows accordion panels.

The accordion panels are like menus.

You expand them to see their links.

The links navigate to pages (sub-tabs) in the right pane where you can view and change plan data.

To expand or collapse accordion panels, click the disclosure icon (triangle) at the left of the accordion panel.

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To see accordion panels that are not in view, click the icons Show previous panels and Show next panels. They look like double arrowheads pointing up and down.

Right Pane Characteristics

The right pane has two regions:

Search

For basic searches, enter snfgle values

Common Tab Features

Grid View: Displays data in a table format on the Home page.

Vertical Tabs: Small icon tabs typically in the upper left or right side of the page. They function the same as horizontal tabs.

Infotile: Expandable menu items in the left pane. When you select them, they display content in the right pane.

Status Meter: A color graphic display of a threshold indicator, for example, a thermometer.

Flexfields: When you select a list item, a descriptive panel pops up or appears underneath with more data and/or controls.

Tables: Display data in a grid format. You can scroll vertically and horizontally and freeze columns and rows.

Header: Global information and controls.

Header Area

The header area across the top has controls for controlling the page layout and navigating active tabs. You can select a previously-saved layout from the Page Layout drop-down list. You can save the current layout by selecting Save As from the Save Layout dropdown list, then entering a name, selecting whether the layout will be publically available or not, checking whether it will be the default layout, and hitting the Ok button. You can then see the new layout in the Page Layout dropdown list.

Tabs normally appear horizontally, but you can position them vertically in order to view two different tabs at the same time. The active tab has a highlighted bar across the tab. If you select "Move Down Active Tab", that tab will appear halfway down the page. You can have multiple tabs in the upper and lower positions. If you select "Move Up Active Tab", that tabl will move back to the top of the display area.

You can update the current layout to be like current display by selecting the Save Changes button.

At the upper right are several icons for going to the Home screen or logging out. The gear-shaped icon allows you to set preferences, described below.

Planner Preferences

You can customize the Planner Workbench from the Preferences window. When you open this window, IO retrieves stored settings on the seeded data for Default Preferences Profile.

To set planner preferences

  1. Click the Preferences icon, located in the top-right corner of the window.

    The User Preferences window appears.

  2. Set any of the following options:

    Option Description
    Category Set Use this drop-down list box to specify the default category set.
    Default Plan Use this drop-down list box to set the default plan.

  3. Click Save or Save and Close to keep your settings.

Plans Tab

The Plans Tab contains these four accordion panels:

Favorites

Below the Plans tile is the Favorites tile. Favorites are queries, and the queries shown here correspond to the Queries Tabbed Pane of the Workbench.

The available types of queries correspond to the subitems displayed in the workbench under Personal Queries or Public Queries (Queries Tabbed Pane). These are:

Personal Query Type Results View
Items List of Item Orgs (no attributes)
Resources List of Resources (no attributes)
Suppliers List of Suppliers (not attributes or items)
Orders No results view. Navigates to Supply and Demand.
Exceptions List of exceptions with an ability to "group by" attributes.

For a list of possible criteria values when creating queries on Item, Resources, or Suppliers, see the chapter Viewing Output.

When a tile is expanded, its header displays an expanded set of controls.

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Pivot Table Views

You can create views in Pivot Table format (in addition to the Table format) for Exception Type favorites only. This feature is not applicable for other types of favorites.

Setup

Before you run a plan that you expect to run Favorites queries against, select plan option Display Key Performance Indicators.

If you have already run a plan without selecting the plan option and you do not see Favorites data:

Metrics

The Supply Planning Work Area includes the Metrics query type. The possible metrics include:

  1. Current Scheduled Receipts

  2. Exception Count

  3. Exception Days

  4. Exception Quantity

  5. Exception Ratio

  6. Fill Rate

  7. Forecast

  8. Gross Margin

  9. In-Receiving

  10. Internal Requisitions

  11. In-Transit

  12. Inventory Turns

  13. Manual Demand

  14. Manufacturing Cost

  15. On-time Delivery %

  16. Planned Orders

  17. Planned Orders - Buy

  18. Planned Orders - Make

  19. Planned Orders - Transfer

  20. Purchase Orders

  21. Purchasing Cost

  22. Resource Availability

  23. Resource Requirements

  24. Resource Utilization

  25. Revenue

  26. Safety Stock

  27. Supplier Capacity

  28. Supplier Requirementsl

  29. Supplier Utilization

  30. Total Demand

  31. Total Supply

  32. Work Orders

The Supply Planning Work Area supports the following metrics, with the drills specified:

Graph Filter
Criteria Type		 Measures Drill Context Drill To
Items

  • Planned Orders - Buy

  • Planned Orders - Make

  • Planned Orders - Transfer

  • Planned Orders

  • Work Orders

  • Forecast

  • In-Transit

  • In-Receiving

  • Purchase Orders

  • Internal Requisitions

  • Manual Demand

 All filter criteria from the favorite + Group by + Supplies and Demands (filter to relevant Order type of the measure)
Material Plan
Items

  • • Projected Available Balance - Quantity

  • Projected Available Balance - Value

 All filter criteria from the favorite + Group by Supplies and Demands (all order types)
Material Plan
Items

  • Current Scheduled Receipts

  • Total Supply

 All filter criteria from the favorite + Group by + all supplies Supplies and Demands (all supplies)
Material Plan
Items

  • Total Demand

 All filter criteria from the favorite + Group by + all demands Supplies and Demands (all demands)
Material Plan
Items

  • Revenue

  • Purchasing Cost

  • Safety Stock

 No drill supported No drill supported
Items

  • Gross Margin

  • Manufacturing Cost

  • On-time Delivery %

  • Fill Rate

  • Inventory Turns

 No drill supported No drill supported
Resources

  • Resource Availability

  • Resource Requirements

  • Resource Utilization

 All filter criteria from the favorite + Group by Resource Plan
Suppliers

  • Supplier Capacity

  • Supplier Requirements

  • Supplier Utilization

 All filter criteria from the favorite + Group by Supplies and Demands (buy orders only: POs, Reqs, Buy Planned Orders)
Material Plan
Exceptions

  • Exception Count

  • Exception Days

  • Exception Quantity

  • Exception Ratio

 All filter criteria from the favorite + Group by Exception Details
Supplies and Demands (if item/org/order context is not available). For example, drilling to Resource Exceptions will not bring any orders)

Search

Search Operators

Basic searches do not include operators, but advanced search criteria may include the following Operators:

From the Items view, you can drill to Product Definitions, Supply Chain Bill, Supplies and Demands, Material Plan and Exceptions. The context that is used to drill these views is:

If you open the Items page from a favorite, IO uses the criteria of the favorite, and ignores saved searches with the same criteria. The Search region is collapsed.

There is an “Application Default” layout with the same fields as the current default folder in IO. The complete list of columns will be same as the list of columns in the Items window of IO.

Entering Dates Manually

You should use the date picker for entering date values. If you do not use the date picker, enter a time value after the date value. Otherwise, you may receive an incorrect date value.

Format You enter Resulting Value
dd/mm/yyyy 10/04/2016 October 4, 2016 (this reverts to mm/dd/yyy)
dd/mm/yyyy 10/04/2016 12:00:00 April 10, 2016

Item Search

You can search the Items results region. Available search criteria are:

Resource Search

You can search the Items results region. Available search criteria are:

Plans

You view plans in two separate folders in the Plans accordion panel, one for Supply Plans and the other for Distribution Plans. The Favorites and Plan Links accordion panels show different options depending on which type of plan is selected.

Supply Plans Folder

When you open the Supply Planning Work Area, you see the Plans accordion panel expanded and displaying successfully run plans. This list of Plans corresponds to those displayed in Inventory Workbench Navigator > Plan Tabbed Pane .

Click a plan name to see its information in the right pane.

The tabs across the top correspond to selections in the Plan Links accordion panel.

Right Pane Controls

To remove a tab, click the x to the right of the name.

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To widen and shorten the content display, click the triangle on the left.

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To expand and contract a chart, click the disclosure icon (triangle) to the left of its header.

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Distribution Plans Folder

This folder contains Distribution Plans. For more information see the section Distribution Planning Work Area.

Plan Links

Exceptions

In the Plan Links tile, selecting the Exceptions link displays the Exception Details screen. The Exception Details screen allows you to query by Exception type and pull up each exception detail record. The available columns in the Exception Details screen are the same as the available columns in the Forms-based Exception details screen.

For detailed information on the different types of available exceptions see the section Understanding Exceptions in the chapter Supply Chain Plan Exception Messages..

The search criteria on this screen includes: Item, Org, Category, Department, Resource, Supplier, Customer, Exception Type, Order Type, Action Taken. The operators for these search criteria are:

Column Default Operator Available Operators
Organization Starts with Starts with, Contains, Equals
Category Starts with Starts with, Contains, Equals
Item Starts with Starts with, Contains, Equals
Order Type Starts with Equals
Customer Starts with Starts with, Contains, Equals
Customer Site Starts with Starts with, Contains, Equals
Supplier Starts with Starts with, Contains, Equals
Supplier Site Starts with Starts with, Contains, Equals
Department Starts with Starts with, Contains, Equals
Resource Starts with Starts with, Contains, Equals
Exception Type Equals Equals
Project Equals Equals
Exception Date On or Before Equals, On or after, On or before, Before, After, Between
Order Date On or Before Equals, On or after, On or before, Before, After, Between
Action Taken Equals Equals

Creating Exception Message Filters

You can create Personal Queries that show only the exceptions you want to view. For more information, and a procedure for doing it, see Exception Message Filters in the Viewing Exceptions section of the chapter Supply Chain Plan Exception Messages.

Analyzing Exceptions

From an Exceptions Personal Query you can drill down and perform analysis

  1. Create an Exceptions Personal Query to include the set of exceptions that you are interested in seeing once the plan has run

    • Select appropriate group by levels at which the exception information should be displayed

  2. Execute Exceptions Personal Query

  3. Review results of Exceptions Personal Query

  4. Drill down to

    • Material Plan for Item Exceptions

    • Resource Plan for Resource Exceptions

    • Orders / Pegging details for Order Exceptions

    • Exception details (as needed)

  5. Take appropriate exception resolution actions within the three screens mentioned above

Items

The Product Definition page is accessed from the following pages:

  1. Items

  2. Supplies and Demands

  3. Exception Details

Product Definition UI cannot be directly started and must be launched from one of the above pages. The context of this window depends on which Item-Organization is selected in the above pages. If there are multiple rows selected during the navigation the Product Definition displays for the first one and users can switch to the other assemblies using the drop-down list box.

There is no corresponding Oracle Forms window for this page.

The Product Definition page consists of five sections that are explained in detail below:

Components

The Components view displays the first level components for the selected assembly.

The Components view displays a single Assembly-Organization at a time. However, all the selected assemblies and organizations used as a context to invoke the Product Definition page are available in the drop-downs at the top. Use these drop-downs to switch to a different assembly and organization.

Each click of the Toolbar down arrow icon displays the next level components. It adds additional rows in the table by fetching the components of every item (wherever available). The additional rows are displayed below the respective subassemblies. Components at the next level appear indented with a hyphen character followed by a space.

The corresponding forms window is called Components Window. Its description is in the section Components Window of the Planner Workbench chapter.

Substitute Components

The Substitute Components view displays all substitutes only for components at the first level.

The corresponding forms window is called Substitution Chain Window. Its description is in the section Substitution Chain Window of the Planner Workbench chapter.

Routing Operations

The Routing Operations view displays routing operations.

The corresponding forms window is called Routing Operations Window. Its description is in the section Routing Operations of the Planner Workbench chapter.

Operation Resources

The Operation Resources view displays operation resources.

The corresponding forms window is called Resources Window. Its description is in the section Resources Window of the Planner Workbench chapter.

End Item Substitutes

The End Item Substitutes view displays end item substitutes.

The End Item Substitutes view only shows three levels of the chain at a given time with current item in the center, the items it replaces on the left, and the items that supersede it on the right.

If there are more than three items that precede or supersede the current item, the End Item Substitutes view displays with a More link at the top and bottom to go forward or back in the list of the items. Clicking on the More link refreshes the tab with next set of items shown for that level.

The corresponding forms window is called Substitution Chain Window. Its description is in the section Substitution Chain Window of the Planner Workbench chapter.

Material Plan

The Material Plan allows you to conduct a typical planning flow within the application without having to navigate to other Value Chain Planning (VCP) applications, such as ASCP.

The corresponding forms window is called Horizontal Plan. Its description is in the section Horizontal Plan of the Planner Workbench chapterOracle Advanced Supply Chain Planning Implementation and User's Guide.

For information about the Material Plan, see Understanding the Editable Material Plan, Oracle Advanced Planning Command Center User's Guide.

Material Plan: Setup

Use the Material Plan tab Setup to specify Material Plan parameters.

Its tabs are General, Layout and Global Forecast Layout.

Material Plan: Global Forecast

The section Global displays all types of global forecasts.

The corresponding Forms measures are in the Global Org section. Its description is in the section Horizontal Plan of the Planner Workbench chapter.

The following table lists the corresponding measure names in the two locations.

Material Plan Global Section (ADF) Measures Horizontal Plan Global Org Section (Forms) Measures
Gross Forecast Original
Cumulative Gross Forecast Cumulative Original
Consumption Consumed
Cumulative Consumption Cumulative Consumed
Forecast Current
Cumulative Forecast Cumulative Curren
Expired Forecast Expired

To select the global forecast measures to display, navigate to window Material Plan Setup, tab Global Forecast Layout. To select the local forecast measures to display, navigate to window Material Plan Setup, tab Layout.

Material Plan: Setup

Use the Material Plan tab Setup to specify Material Plan parameters. Its tabs are General, Layout and Global Forecast Layout.

Material Plan: Custom Measures

You can add five custom measures to the Material Plan:

Resource Plan

Resource plans provide critical information about the utilization of critical resources. They allow you to identify and track resources that are underutilized and overutilized.

The corresponding forms window is called Capacity Plan. Its description is in the section Horizontal Plan of the Planner Workbench chapter, Oracle Advanced Supply Chain Planning Implementation and User's Guide.

For more information about Resource Plans, see Understanding the Editable Resource Plan, Oracle Advanced Planning Command Center User's Guide.

Resources

You manage resources such as equipment or employees with the Resources window.

The corresponding forms window is called Resources. Its description is in the section Resources Window of the Planner Workbench chapter, Oracle Advanced Supply Chain Planning Implementation and User's Guide.

Items

Use this page to see information about items.

The corresponding forms window is called Items. Its description is in the section Items Window of the Planner Workbench chapter, Oracle Advanced Supply Chain Planning Implementation and User's Guide.

Safety Stocks

The Safety Stocks window shows time-phased safety stock levels that the planning engine uses.

To display the Safety Stocks window, select an item on the Items page, then open the Drill to menu icon and click Safety Stock.

The corresponding Oracle Forms window is called Safety Stocks. Its description is in the chapter Planner Workbench, section Safety Stock Window.

Supplies and Demands

The Supplies and Demands view displays information about supplies and demands and shows pegging information

For information about this view, see the sectionSupply Demand Window in the Planner Workbench chapter, Oracle Advanced Planning Command Center User's Guide.

In the Supplies and Demands view, the following icons are available:

Toolbar Item Type Description
Create Iconic button Launches Create Order dialog.
Delete Iconic button Deletes order. Only available for orders that were manually created.
Drill To Text button Passes context of selected rows into either Exceptions (order number context) or Material Plan (item/org context).
Show Table Iconic button When selected shows flat table view.
Demand Pegging / Supply Pegging Iconic buttons (only one displayed at a time) When pegging from supply to demand, the Down arrow id present to toggle to supply pegging. When pegging from demand to supply, the Up arrow is present to toggle to demand pegging.
Layout Combo List Automatically refreshes the table layout based on selected pre-seeded layout.
Freeze Iconic text button Freezes the selected column and any columns to the left of the selected column, so they stay fixed on the visible page when the user scrolls horizontally.
Detach Iconic text button Expands the table to encompass the whole window. Pressing detach a second time returns the back to its original position.
Go Up Iconic button Used in a tree to move the user up a node level.
Go to Top Iconic button Used in a tree to move the user to the top of a tree.
Show as Top Iconic Shows the selected node of a tree as the new top (or root) node.
Wrap Iconic text button Wraps the text of the selected column so that it displays on multiple lines.

In the Supplies and Demands view, the Actions list allows you to perform the following:

List Item Description
Create Launches Create Order dialog.
Delete Deletes order. Only available for orders that were manually created.
Drill to Passes context of selected rows into either Exceptions (order number context) or Material Plan (item/org context).
Select Top Nodes Selects the root nodes only. User can use the ADF select all action (selecting the first cell in the table, in other words the column header of the row header) to select both root and child nodes.
Mark For Release Applies to selected rows. Updates the release status of all selected rows and updates the fields Implement As, Implement Date, and Implement Qty. If you need to update other implement fields, use Planner Workbench.
Unmark for Release Applies to selected rows. Updates the release status of all selected rows and clears the set of implement fields.
View Demand Pegging/View Supply Pegging Toggles between Demand Pegging and Supply Pegging views. When Supply Pegging view is displayed, the View Demand Pegging action is visible, and when the Demand Pegging view is displayed, the View Supply Pegging action is visible.
View End Demands Only Only shows end/independent demands, not dependent demands.
View Exceptions Only Only displays orders with associated exceptions.
Export to Excel Export to Excel Exports all the data in the table to a Microsoft Excel spreadsheet.

You can add exception-based columns to the Supplies and Demands Demand view. These columns are only visible in Plan mode (not Plan Inputs mode) and are read-only (not editable). The following columns may be added to custom table layouts:

Column Description
Actual Lead Time The Actual Lead Time of associated “Order with Insufficient Lead Time” exception type.
Applicable order types: All supply orders except on hand (for example, planned order, work order, purchase order, purchase requisition, and so on.)
Minimum Lead Time The Minimum Lead Time of associated “Order with Insufficient Lead Time” exception type.
Applicable order types: All supply orders except on hand (for example planned order, work order, purchase order, purchase requisition, and so on).
Minimum Remaining Shelf Life Shortfall The Minimum Remaining Shelf Life Shortfall associated with the “End Item Minimum Remaining Shelf Life” exception type.
Applicable order types: Sales Orders and Forecasts
Over Consumed Quantity The over-consumed quantity associated with the “Items with Forecast over Consumption” exception type.
Applicable order type: Forecast
Planned Inventory Point The Planned Inventory Point of the associated “Orders Scheduled to Next Inventory Point” exception type.
Applicable order type: Planned Order
Quantity Not Satisfied The quantity from the associated “Demand Quantity not Satisfied” exception type.
Applicable order types: Sales Orders and Forecasts
Supplier Capacity Overload The capacity overload value of associated “Order Causes Supplier Capacity Overload” exception type.
Applicable order types: Planned Orders (for buy items with supplier capacity), purchase orders, purchase requisitions
Volume Capacity Overload The capacity overload value of associated “Order Causes Transportation Volume Capacity Overload” exception type.
Applicable order types: Planned Orders (for transfers), internal
Weight Capacity Overload The capacity overload value of associated “Order Causes Transportation Weight Capacity Overload” exception type.
Applicable order types: Planned Orders (for transfers), internal requisitions.

Supply Chain Billl

The Supply Chain Bill view provides the users with a complete, multi-level view of the supply chain for any end item. This includes the Bill of Materials and component sourcing across the supply chain including make, buy and transfers across the organizations and suppliers based on the assignment set used in the plan.

The corresponding forms window is called Supply Chain Bill. Its description is in the section Supply Chain Bill of the Planner Workbench chapter.

Enterprise View

Use this page to see supply and demand information by Planning Group, Project, and Project-Task, including payback.

The corresponding Forms window is Enterprise View. Its description is in the chapter Integrating with Planning and Manufacturing Environments, Oracle Project Manufacturing.

Vertical View

Use this page to see activity by item over time in a vertical format (non-bucket). The corresponding Forms window is Vertical Plan. Its description is in the section Vertical Plan of the Planner Workbench chapter.

Co-products View

Use this page to see network routing co-product names and splits.

The corresponding Forms window is Co-Product. Its description is in the section Co-Product Window of the Planner Workbench chapter.

Components View

Use this page to see the components of assemblies.

The corresponding Forms window is Components. Its description is in the section Components Window of the Planner Workbench chapter.

Network Routing View

Use this page to see dependency types and offsets within process manufacturing complex routings.

The corresponding Forms window is Network Routing. Its description is in the section Network Routing Window of the Planner Workbench chapter.

Sources View

Use this page to see information about sourcing and assignment associated with items.

The corresponding Forms window is Sources. Its description is in the section Sources Window of the Planner Workbench chapter.

Destinations View

Use this page to see information such as destination organization, sourcing, and assignment associated with items.

The corresponding Forms window is Destinations. Its description is in the section Destinations Window of the Planner Workbench chapter.

Process Effectivity View

Use this page to see process manufacturing information associated with bills of material and routing, including process effectivity dates, use ups, model/unit numbers, supply start dates, manufacturing recipe, and formulae.

The corresponding Forms window is Process Effectivity.

Its description is in the section Process Effectivity of the Planner Workbench chapter.

Forecast Consumption Details View

Use this page to see forecast consumption.

The corresponding Forms window is Consumption Details.

Its description is in the section Setting Up the Supply Chainn of the Supply Chain Plan Modeling chapter.

Resource Batches

Use this page to see information about process manufacturing batchable resources.

The corresponding Forms window is Batches. Its description is in the section Interactive Scheduling Using the Gantt Chart, Right-Click Menu Options of the Planner Workbench chapter.

Resource Charges

Use this page to see process manufacturing resource charges

The corresponding Forms window is Charge Details.

Its description is in the section Resource, Scheduling Resource Charges of the Planner Workbench chapter.

Resource Instances

Use this page to see information about resource instances used in sequence-dependent setups.

The corresponding Forms window is Resource Instances. Its description is in the section Sequence Dependent Setups of the Supply Chain Constraint-Based Planning chapter.

Setup Transitions

Use this page to see information about transitions.

The corresponding Forms window is Setup Transitions. Its description is in the section Setting Up the Supply Chain of the Supply Chain Plan Modeling chapter.

Plan Actions

This accordion panel contains links for taking actions on plans. The actions are:

Delete Plan

Use this link to delete a supply plan

To delete a service plan, use the Service Planning Work Area.

The corresponding Oracle Forms window in Planner Workbench is Navigator > select node type Plan > right click a plan > select Delete.

To delete a supply navigate to Plan Links and click Delete Plan.

A pop-up appears with a list of values that contains all supply including those you have not run—except plans that you have open.

Select a plan and the planning engine runs concurrent process Purge Plan that deletes the plan.

Plan Inputs Tab

With the Plan Inputs tab you can access:

Favorites (Plan Inputs)

You can save and access your Plan Inputs Favorites here.

Plan Input Links

Use the Plan Input Links accordion panel, on the Plan Inputs tab, to access these links. They are organized into categories.

Supplies and Demands: The same page as in Plan Links.

Items: The same page as in Plan Links.

Sourcing

Setup

Sourcing

Manage Sourcing Rules

Click the Manage Sourcing Rules link to view the Sourcing Rules tab in the content area.

Use Manage Sourcing Rules to define and edit sourcing rules. You can define sourcing rules that specify:

You can specify a sourcing percentage for each source within a rank. This allocates a portion of the total orders to each source.

Sourcing rules and bills of distribution both describe supply sources. Sourcing rules can specify how to replenish all organizations, for example, when the entire enterprise gets a subassembly from a particular organization. The planning engine evaluates alternate ship methods specified in the sourcing rules and recommends the appropriate option. It can also release a ship method to the sales order that is different from the one in the Transit Times page.

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The corresponding forms window is called Sources. Its description is in the section Sources Window of the Planner Workbench chapter, and the section Defining Sourcing Rules of the Setting Up Distribution Planning chapter.

Manage Bills of Distribution

Click the Manage Bills of Distribution link to view the Bill of Distribution tab in the content area.

Use Manage Bills of Distribution to define and edit bills of distribution, multilevel replenishment networks of warehouses, distribution centers, and manufacturing plants. You can specify:

The planning engine evaluates alternate ship methods specified in the Bill of Distribution page and recommends the appropriate option. It can also release a ship method to the sales order that is different from the one in the Transit Times page.

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The corresponding forms window is called Bill of Distribution. Its description is in the section Bills of Distribution of the Supply Chain Plan Modeling chapter.

Manage Assignment Sets

Click the Manage Assignment Sets link to view the Assignment Sets tab in the content area.

Use Manage Assignment Sets to define and edit assignment sets. Defining assignment sets in the destination instance improves planning efficiency because you don't have to run collections every time you need to define or edit an assignment set. Each assignment set represents a selection of organizations and items you want planned. You must include an assignment set in your plan options.

Once you have defined your sourcing rules and bills of distribution, you must assign them to particular items and organizations. The planning engine groups assignments into assignment sets and this is where various sourcing strategies define a particular supply chain network.

In an assignment set, you can assign your sourcing rules and bills of distribution at the following levels:

You can assign replenishment rules to items. For example, define item category Packaging Material and create a sourcing rule for it.

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The corresponding forms window is called Sourcing Rule / Bill of Distribution Assignments. Its description is in the section Bills of Distribution of the Supply Chain Plan Modeling chapter.

Setup

Manage Organization Parameters

Click the Manage Organization Parameters link to view the Parameters tab in the content area.

You use Manage Organization Parameters to specify organization-specific planning parameters in the Parameters tab. Here you can revise Planning Parameters and analyze plan results without running a new collection. The parameters in this tab override corresponding values collected from the source instance.

You see these parameters as default values in the Create Plan window.

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The corresponding forms window is called Planning Parameters. Its field descriptions are in the Setting Plan Options section of the Defining Supply Chain Plans chapter.

Manage Demand Priority Rules

Click the Manage Demand Priority Rules link to view the Priority Rules tab in the content area.

Use Manage Demand Priority Rules to configure demand priority rules. The planning engine fills higher priority demands before lower ones. This improves fill rate for the most important customers.

You can prioritize demand based on the following criteria:

You can only define demand priority rules on the planning server.

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The corresponding forms window is called Priority Rules. Its description is in the section Demand Priority Rules of the Defining Supply Chain Plans chapter.

Manage Transit Times

Manage Transit Times

Click the Manage Transit Times link to view the Transit Times tab in the content area.

You use Manage Transit Times to define and modify:

Cross Instance Versus Source Instance

You can define cross instance shipping networks using the Transit Times tab. With this tab you can also define new shipping networks and ship methods for existing shipping networks.

You can only define same instance shipping networks in the planning instance. The planning system uses these new definitions without running a new collection. Use the Transit Times page

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The corresponding forms window is called Transit Times. Its description is in the section Modeling Cross-Instance In-transit Lead-times of the Supply Chain Plan Cross-Instance Planning chapter.

Manage Item Simulation Set

Use this view to make proposed adjustments to item attributes to simulate their effect on a plan results (run a simulation plan).

The corresponding Web Tools page window is called Item Simulation Set. Its description is in the section Item Simulation Set Oage of the Planner Workbench chapter

Manage Bill of Resources

See Master Production Scheduling Using Rough-Cut Simulations.

Manage Organization Security

This section shows the impact of organization security on Supplier Planning Work Area pages. Your responsibilities determine which organizations you are authorized to access. Generally, you cannot see information on Service Planning Work Areas pages that you are not authorized to access.

Items Page

On the Items page, you can only search, view, and access items in organizations you are authorized to access.

Example: Authorized Organizations

You have access to the following organizations, as defined by your responsibilities:

Plan1 plans the following organizations:

When you view the Items window, you cannot see any items in these organizations:

Exception Page

On the Exceptions page, you can only search, view, and access exceptions of items from organizations that you are authorized to access.

Note: Exception page organization security is also applicable to related exceptions.

Supply Chain Bill Page

Organization security applies to the root node of the Supply Chain Bill. In other words, only organizations you're authorized to access appear underneath the root node. However, organization security does not apply to the underlying tree tables, so at these levels the structure you see includes view-only non-authorized organizations.

Product Definition Page

When viewing the Product Definition page, you only see information associated with organizations you are authorized to access. This includes the following:

Notes Page

You can only view item notes of those items in organizations that you are authorized to access.

Material Plan Page

On the Material Plan page, you can only search, view, and access orders from Organizations that you are authorized to access. This applies to all pages accessed through the Material Plan page.

The list of values for the organization field in the tool bar only includes those Organizations that you are authorized to access. Also, the displayed Grand Total is only for the Organizations that you are authorized to access.

Supplies and Demands Page

On the Supplies and Demands page, you can only search, view, and access orders from Organizations that you are authorized to access. This also applies all pages accessed through the Supplies and Demands page.

Organization security also applies to pegging. You can only search, view, and access items in the pegging tree from organizations you are authorized to access. As you move down the pegging tree, once you reach an item in an organization that you are not authorized to access, you cannot see any items at that level or below.

Pegging Examples

You have access to the following Organizations:

Example 1

Item A, in Organization SLC:M1, has the following pegging tree.

Item Organization Visibility
A       SLC:M1 Visible
  B     SLC:M2 Visible
    B1   SLC:M2 Visible
    B2   SLC:M2 VisibleVisible
  C     SLC:M2 Visible
    C1   SLC:M2 Visible
    C2   SLC:M4 Not Visible
      C21 SLC:M4 Not Visible
      C22 SLC:M4 Not Visible

Pegging displays only the pegging tree items from visible organizations. You are not authorized to access Organization SLC:M4, so those items are not shown.

Example 2

Item D in Organization SLC:M1 has the following pegging tree. The planning system displays only the pegging rows marked visible for Item D. Item E2 belongs to Organization TST:M1, which you are not authorized to access. As a result, you do not see the pegging tree section below E2, even though you are authorized to access the items below E2.

Item Organization Visibility
D       SLC:M1 Visible
  E     SLC:M2 Visible
    E1   SLC:M2 Visible
    E2   TST:M1 Not Visible
  F     SLC:M3 Not Visible
    F1   SLC:M3 Not Visible
    F2   SLC:M3 Not Visible
      F21 SLC:M3 Not Visible
      F22 SLC:M3 Not Visible

Plan Options Page

When viewing or configuring Plan Options, you can only view and configure organizations that you are authorized to access. You can only view plans associated with organizations that you are authorized to access. Also, the Organizations list of values in the Organizations tab only shows organizations that you are authorized to access.

Queries

Organization security does not limit your ability to set up queries. However, the results of queries only display information associated with organizations that you are authorized to access.

Delete Plan

You can only delete plans whose owning organization is an organization that you are authorized to access.

Manage Instances

Use the Manage Instances page to configure and display information about instances.

To display the Manage Instances page, select the Plan Inputs tab, navigate to the Plan Input Links accordion panel, and click the Manage Instances link.

The corresponding Oracle Forms window is Application Instances. See chapter Setting Up Source and Destination Instances, section Creating a VCP Destination Instance, in Oracle Value Chain Planning Collections Implementation Guide.

Manage Supplier Capacity Flexfences

Use this page to specify the tolerance (in percent) to an increase in capacity that a supplier may indicate.

The corresponding Oracle Forms window is Supplier Capacity, Supplier Flexfences. Its description is in the chapter Planner Workbench, Supplier Capacity Window, Supplier Flexfences Tabbed Pane.

Collect Flat File Data – Self Service

Use this page to access self-service collections.

It opens the page Load Data Files.

For collections information, see Overview of Value Chain Planning Collections in Oracle Value Chain Planning Collections Implementation Guide.

Distribution Planning Work Area

Overview

You use the Distribution Planning Work Area for distribution plans. Its overall look-and-feel is the same as the Supply Planning Work Area. However, some of its options and features are different. These changes occur when you select a distribution plan in the distribution folder of the Plans accordion panel.

Header

The Header section for the Distribution Planning Work Area functions the same as the Supply Planning Work Area.

You view the preferences window by selecting the gear icon at the upper right of the header section.

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Plans Tab

Plans

The Plans accordion panel has two folders: one for Supply Plans and one for Distribution Plans. When you select a distribution plan, the distribution plan features and options become available.

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Favorites

DRP Favorites function the same as SPWA Favorites. For more information, see the section Favorites in the chapter Supply Planning Work Area.

You will see the Distribution Planning Work Area query results displayed in a regular table.

Plan Links

You display different types of views with the Plan Links accordion panel

The available DRP plan links are:

Exceptions

The Exception Details screen allows you to query by Exception type and pull up each exception detail record.

For information on the Exception Details window, see Exception Details Window in the chapter Supply Chain Plan Exception Messages and the chapter Planner Workbench.

For a listing of DRP exceptions and exception groups, see Distribution Plan Exception Groups in the chapter Running and Analyzing Distribution Plans.

The table below lists available columns in the default Exception Details window. The user can add columns to the window and save the layout.

Column
Organization
Category
Item
Order Type
Customer
Customer Site
Supplier
Supplier Site
Exception Type
Exception Date
Order Date
Action Taken

From the Drill To dropdown list you can drill to these other windows:

Related Exceptions Screen

The Related Exceptions screen is the same as the Exception Details screen but without the Search section. It opens up as a new tab when you drill down to it from a row (or rows if multi selected) in the Exception Details screen.

You can also drill down to the Related Exceptions screen from a row (or rows if multi selected) in the Orders screen.

For example:

Items

This displays the Items window for a distribution plan.

Material Plan

Distribution planning supports a multi-org material plan with an org selection list much like the org selection list available in the SPP Service Planning Work Area. The material plan bar for distribution plans contains the same controls as the one for supply plans. However, some menu options are different (see below).

Material plan output is impacted by the organizations selected in the organization dropdown list.

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To create and manage organization lists, select the Org List button.

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Material Plan Menu Options

Material Plan > Actions

Selecting Setup displays the Setup window.

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Material Plan > View

Drill To

Layout

Other notes regarding Distribution Material Plans:

Global Forecast

The Global Forecast Material Plan contains the following rows:

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For more information on global forecasting, see the section Global Forecasting in the chapter Running and Analyzing Distribution Plans.

Supplies and Demands

The Supplies and Demands view displays information about supplies and demands associated with the current distribution plan. For more information see the section Supplies and Demands of this chapter.

Supply Chain Bill

Select this link to see a muli-level view of the supply chain for an end item. For more information see the section Supply Chain Bill in this chapter.

Plan Actions

Select Plan Options to display the Plan Options window for viewing and editing plan options.

The Plan Options window has four tabbed areas:

For detailed information on DRP plan options see Setting Distribution Plan Options in the chapter Defining Distribution Plans.

Launch Plan

You view the Launch Plan window by selecting Launch Plan under Plan Actions.

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Net Change Simulation

On the Launch Plan window check Net Change Simulation (see previous image) to run a net change simulation plan.

For more information, see the section Net Change Replan in the chapter Supply Chain Plan Simulations.

Release Plan

Select Release Plan to release the plan to production.

Delete Plan

Select Delete Plan to delete the current plan.

Plan Inputs Tab

The Plan Inputs tab contains two accordion panels:

Favorites

You can store Favorites here as well as in the Plans Tab.

Plan Input Links

Expand the Plan Input Links accordion panel to display the available plan links. Plan Input Links for distribution plans are the same as those for supply plans.

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Analyzing Master Production Scheduling Plans

To analyze the MPS Plan, you use these pages:

You can only use these pages for plans in which you select plan option Aggregation > MPS In-line recalculation.

You cannot release planned orders from the MPS plan.

Inline Recalulation

Inline recalculation is a quick replan of the MPS plan after you make changes using:

To start inline recalculate, click Recalculate.

Inline recalculation is not a complete engine rerun. The following example indicates the nature of the inline recalculation process.

Aero-Power Generation Unit (EX-HV-493) is the top level MPS item, with a BOR containing other MPS items:

Aero Engine PW-404 is supplied from an internal organization. The BOR lists all MPS items on EX-HV-493. The recalculation scope may include:

  1. Quantity Change: An increase or decrease in EX-HV-493 quantity (a top level finished good item). The recalculation process calculates required assembly quantities, based on the BOR at various levels. Each of the key component quantities are inflated/deflated according to the BOR.

    Resource requirements for all upstream and downstream resources are recalculated, and the overloads indicated on the Resource Plan in red.

  2. Resource Availability Change: An increase in resource availability on the Resource Plan ensures that the overload is removed and MPS feasibility improves.

  3. Creating New Planned Orders: When you update an empty (zero quantity) planned order field, recalculation creates a new planned order for the item.

Build Plan

The ASCP Build Plan is a combination of the typical MRP Material and Resource plans and is used in MPS planning to modify planned order quantities for end assemblies and/or resources. Users are also able to use a filter to select the end assemblies that they want to view in the build plan. Users are able to view changes in planned orders and resource overloads after performing inline calculations.

Note: This functionality is only available with Master Production Scheduling Inline Recalculation.

For more information, see Defining Supply Chain Plans > Master Production Scheduling Using Rough-Cut Simulations.

There is no directly corresponding Forms window. This page has information similar to the information in windows called:

Accessing the Build Plan

The Build plan is invoked from the link on the left of the Supply Planning Work Area and a pop-up window will be used to select the end items / categories for which the build plan will be displayed by moving them from the available area to the selected area.

Synching the Build Plan

The Material Plan and Resource Plan portions of the Build Plan can be scrolled horizontally independent of each other. To view the same time buckets on the Material Plan and Resource Plan, click the Synchronization button.

Editing the Build Plan

You can edit and change the planned order quantities on the build plan. The UI will also permit updating of resource availability prior to running the on-line recalculation process.

Also, the current method of creating new planned order will also be supported on the material plan portion of the build plan.

Impact of Planned Order Edits on the Build Plan

Planners view and edit planned order quantities on the Build Plan. They will also be able to insert a new planned order where one does not exist

Changing the assembly quantity also changes the component dependent demand, but not the component planned orders. ASCP uses the BOR offset to figure out where to place the dependent demand.Calendars are ignored while trying to derive the offset.

Since updating the dependent demand may lead to negative PAB at the component level, this will help planners figure out that re-balancing needs to be done. You can rebalance supply at the lower level by either updating the component quantities or by performing a plan run / batch replan.

The measures displayed on the build plan that needs to be updated include Dependent Demand and Gross Requirements Updated planned orders are firmed automatically when edits are complete.

While modeling using the BOR, the constraints that only the Organizations that are on the BOR will be displayed on the build plan.