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Oracle Collaborative Planning Implementation and User's Guide

Contents

Title and Copyright Information

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Introduction

Collaboration Methods

Collaborate with Customers

Collaborate with Suppliers

Multi-tier Collaborations

Oracle iSupplier Portal

Collaborate with Suppliers

Oracle Collaborative Planning Functionality

Exception Management

Exception Summary and Details

Exception Thresholds

Supply Chain Event Manager

Deployment Configurations

Single Machine Implementation

Two Machine Implementation

Three Machine Implementation

Setup with Oracle e-Business Suite

Set up Profile Options

Define Customers, Suppliers, and Sites

Define Users and Assign Responsibilities

Set Up Calendar

Setup Oracle iSupplier Portal

Set Up Buyer Code and Item Category for Advanced Search

Standalone Setup

Set Up the Legacy Instance

Set Up Profile Options

Define Customers, Suppliers, and Sites

Define Users and Assign Responsibilities

Set Up Calendar

Set Up Items and Other Entities

Setting Up Multi-Tier Collaboration in Oracle Collaboration Planning

Setup Steps in Oracle Order Management

Setup Steps in Oracle Inventory

Setup Steps in Oracle Purchasing

Loading and Publishing Data

Publish Data Using Oracle Advanced Supply Chain Planning

Publish Data Using Oracle Demand Planning

Run Data Collections

Create an Order

Add Orders

View Order History

Supported Order Types

Renaming Order Types

Assigning Planner Codes to Items

Assigning Planners to Items

Forecasting

The Collaboration Cycle

Forecast Versioning

Collaborate with Customers

Publish Forecasts

Publish Supply Commits

Receive Forecasts in Oracle Demand Planning

Customer Collaboration Automation

Collaborate with Suppliers

Supplier Collaboration Automation

Publish Order Forecasts

Receive Supplier Capacity

Impact of Time Bucketing on Receive Supply Capacity Program

Respond to and Edit Purchase Orders

On-hand Inventory Visibility

Access the Planner Workbench

Collaborate with Repair Suppliers

Collaboration with Suppliers and Repair Suppliers

Publishing a Returns Forecast

Vendor Managed Inventory with Suppliers

User Setup and Process

Create Blanket Purchase Agreements

Defining Parameters for Vendor Managed Inventory with Suppliers

Collect Approved Supplier Lists

Publish Order Forecast from ASCP

Schedule and Run the VMI Replenishment Engine

View Replenishment Orders

Submit Advance Shipment Notices

Monitor and Replenish Inventory

VMI Replenishment Engine

Vendor Managed Inventory with Customers

Overview of Vendor Managed Inventory with Customers

User Setup for VMI with Customers

Setup Steps in Oracle Order Management

Setup Step in Oracle Purchasing

Setup Steps in Oracle Inventory

Setup Step in Oracle Order Management

Setup Step in Oracle Purchasing

Setup Step in Oracle Order Management

The Different Flavors for Customer Facing VMI Process

Order Types used in Unconsigned and Consigned VMI with Customers

Process for Customer-Facing VMI

Initial Steps Common to Unconsigned and Consigned VMI with Customers

Process for Unconsigned VMI with Customers

Process for Consigned VMI with Customers

Collaborative Inventory Visibility

Define Group Members

Define Security Rules

Upload Unallocated On-hand Inventory

Search for Inventory

Supply Chain Event Management Engine

View Exceptions

Export Exceptions

Seeded Exceptions

Late Orders

Material Shortage

Material Excess

Response Required: Response to Trading Partner Required

Response Required: Trading Partner Response Required

Potential Late Orders

Forecast Mismatch

Forecast Accuracy

Performance Measure Below Target

Custom Exceptions

Name the Exception

Define Exception Scope

Define Exception Condition

Define Exception Output Attributes

Define Schedule

Specify Recipients

Save

Edit Custom Exception

Copy Custom Exception

Exception Thresholds

Define Exception Thresholds

Delete Exception Thresholds

Enter Pegging Information

Access Pegging Information

View Pegging Information

Waterfall Analysis

Upload Customer Forecasts

Search For and Compare Forecasts

Horizontal and Advanced Horizontal View

Horizontal View

The Search Region

Advanced Search

Preference Sets

Display CTO Data

Edit Order Quantities

Available Columns

Collaborative Planning Time Bucketing

Overview

Benefits of using site-specific calendar for time bucketing

Setup

Creating Time Buckets

Editing Order Quantities in the Horizontal View

Running Totals of Supply and Demand

Advanced Horizontal View

Setup

Create Workbooks

Share Workbooks

Vertical View

Export Data from Vertical View

Export Data in Import Format

Display of CTO Data

Multi-Tier Collaboration in Collaborative Planning

Oracle Applications Support for Multi-Company Collaborative Planning

Executing Multi-Company Collaborative Planning

Demand Planning and Forecast Collaboration

Supply Chain Planning and Collaboration with Suppliers

Supply Chain Collaboration with Suppliers and Contract Manufacturers

Using Oracle Workflow in Oracle Collaborative Planning

Setting Up Oracle Workflow in Oracle Collaborative Planning

Extending Workflows in Oracle Collaborative Planning

Overview

Extending Workflow

Viewing Processes in Oracle Workflow Builder

Seeded Data Files

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Seeded Data File

Oracle Collaborative Planning VMI Replenishment

MSC: User Define Exception Workflow

Start ASCP Engine

Start SCEM Engine

Publish Order Forecast

Start Receive Supplier Capacity

Publish Supply Commit

Supply/Demand Mismatch

Workflows for Oracle Collaborative Planning

DP Receive Forecast

Workflow Processes Used In Oracle Collaborative Planning

Error Notifications for Excel Import of Forecast/Supply

User Define Exception Workflow

Supply/Demand Mismatch

Oracle Collaborative Planning VMI Replenishment

For Supplier-Facing VMI Replenishment

For Customer-Facing VMI Replenishment

Start ASCP Engine

DP Receive Forecast

Publish Order Forecast

Publish Supply Commit

Start Receive Supplier Capacity

Start SCEM Engine

Oracle Collaborative Planning VMI Replenishment

For Supplier-Facing VMI Replenishment

For Customer-Facing VMI Replenishment

MSC: User Define Exception Workflow

Start ASCP Engine

Start SCEM Engine

Publish Order Forecast

Start Receive Supplier Capacity

Publish Supply Commit

Supply/Demand Mismatch

Workflows for Oracle Collaborative Planning

DP Receive Forecast

Standard

Profile Options

Profile Options

Troubleshooting

Vendor Managed Inventory with Suppliers

Vendor Managed Inventory with Customers

Horizontal View

Forecast Comparison

XML

XML Transactions

Supply/Demand Load

Set Up XML Gateway

Legacy Integration Loads