One of your ideas has been delivered from your suggestion.Plan at Flexible Levels for the Customer Dimension

It may be desirable for your enterprise to plan at an aggregate level of the hierarchy for customers instead of at the lowest level of customer site. You can now configure the level at which a named demand plan aggregates information, such as historical sales data, and stores the forecast and other data for that plan.

This new feature may also provide performance improvement due to the reduction in the volume of data to be processed during your demand management process.

 To aggregate and store measure data at specified customer planning levels:

  • Create planning level profiles to configure customer planning levels.
  • Use the new Aggregate Collected Planning Data scheduled process after collections to aggregate and store collected measure data based on your planning level profiles.
  • In the plan options for demand plans, select a planning level profile to apply to the plan.

You can create multiple planning level profiles for use in different demand plans.

  • You can associate a planning level profile with multiple demand plans.
  • Each demand plan can have only one planning level profile associated with it.

Planning level profiles support:

  • Both predefined and user-defined customer hierarchies.
  • Multiple customer hierarchies (for example, Customer and Region.)
  • Hierarchy member changes without the need to reload collected data.
  • Exclusion of the customer dimension.

Steps to Enable

Step 1: Configure Planning Level Profiles

Use the Manage Planning Level Profiles task to configure a planning level profile. This is where you specify the customer level that you want to use for planning. If you don’t use any customer level in your planning, then you can exclude the customer dimension. You can create multiple planning level profiles with different customer levels for use in different plans.

Step 2: Aggregate and Store Collected Measure Data based on Planning Level Profiles

Run the Aggregate Collected Planning Data scheduled process to aggregate collected measure data based on your planning level profiles and store the data at the aggregate level.

Run the Create Trees for Dimensions scheduled process to create the necessary hierarchies for the members in your customer planning level.

Step 3: Assign a Planning Level Profile to Your Demand Plan

Create a new demand plan and select one of your planning level profiles in the plan options. Then run your demand plan with the Refresh with current data option selected.

After a plan has been run, you can’t select or change the planning level profile associated with the plan.

Ongoing:

Each time you collect or purge measure data (including bookings history, shipments history, and options history), entities in the customer dimension (such as customers and geographies), or customer hierarchies, you must run both the Aggregate Collected Planning Data and Create Trees for Dimensions scheduled processes.

  • You can initiate these processes manually as needed or run them on a scheduled basis.
  • If you use a job set to run your collections process, then you can add these processes to the job set.
  • You can also configure these processes to run automatically using the profile options as explained in the following section.

To set up the Aggregate Collected Planning Data and Create Trees for Dimensions scheduled process to run automatically:

Use the SCP_PARAMETER_OVERRIDES profile option to configure these processes to run automatically.

  • If the SCP_PARAMETER_OVERRIDES profile option doesn’t exist yet, then you need to create it.
  • To set the profile value: Select User for the Profile Level attribute, and then for the user name, select the application user under which all customer site level measure collection processes are run.
  • If a profile value already exists for this user, then you can append the new values after the existing value. Use either a space or a semicolon to separate values.

To automatically call the Aggregate Collected Planning Data scheduled process whenever measure data is collected via either the Collect Planning Data task or the Load Planning Data from Flat Files scheduled process, add the following to the Profile Value attribute for the SCP_PARAMETER_OVERRIDES profile option: InvokeAggregateCollectedPlanningDataFromCollection=Yes

To automatically call the Create Trees for Dimensions scheduled process from the Aggregate Collected Planning Data scheduled process, add the following to the Profile Value attribute for the SCP_PARAMETER_OVERRIDES profile option: InvokeCreateTreesFromAggregateCollectedPlanningData=Yes

Tips And Considerations

Planning level profiles are supported for only demand plans.

To select a planning level profile, you must create a new demand plan.

  • Once the plan has been run, you can’t select or change the Planning Level Profile associated with the plan.

The Load Measures from Other Plans task doesn't support demand plans with planning level profiles.

  • You can't copy a forecast from a demand plan with a planning level profile to a sales and operations plan.
  • You can't copy measures within the same demand plan if the plan has a planning level profile.

A demand plan with a planning level profile can be used as a demand schedule for a supply plan with the following limitations:

  • The Customer Site level won't be available for Measure levels or Ship-to Consumption level.
  • The Customer level will be available for Measure levels and Ship-to Consumption level if it was a selected level in the planning level profile used in the demand plan.

Planning level profiles aren't supported for demand plans that use the aggregate non-key customer data option.

Planning level profiles aren't supported for demand plans with a planning time level of Day.

The Sales Orders measure isn't populated for demand plans with a planning level profile.

The Orchestrate Refresh Measures Processes scheduled process isn't supported for demand plans with a planning level profile.

Key Resources

  • For more information about profile options, see the Profile Options section in the Oracle Fusion Cloud SCM Implementing Common Features for SCM guide.

Access Requirements

Users who are assigned a configured job role that contains this privilege can utilize the Manage Planning Level Profiles task to create, edit, and delete planning level profiles:

  • Edit Planning Level Profiles (MSC_EDIT_PLANNING_LEVEL_PROFILES_PRIV)

Users who are assigned a configured job role that contains this privilege can utilize the Manage Planning Level Profiles task to view planning level profiles:

  • View Planning Level Profiles (MSC_VIEW_PLANNING_LEVEL_PROFILES_PRIV)

Users who are assigned a configured job role that contains this privilege can assign a planning level profile to a demand plan:

  • Edit Plan Options (MSC_EDIT_PLAN_OPTIONS_PRIV)

Users who are assigned a configured job role that contains this privilege can run the Aggregate Collected Planning Data scheduled process:

  • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)