Secure Plan Data Considering Unassigned Entities

Secure plan data providing visibility to unassigned members at the lowest level of the hierarchy for the customers, suppliers, organizations, or products dimension. With this update, you can provide visibility to data that’s currently not applicable to a dimension. For example, by assigning a particular organization to a user, you can now provide visibility to measures that aren’t striped by organization, such as supplier capacity.

You can configure planning data security with an enhanced option to include unassigned members of the Product, Organization, Customer, and Supplier entities. Doing so allows you to access measures that don’t use a dimension’s hierarchy levels. For example, the Supplier Capacity Available measure includes the Product, Organization, Supplier, and Time dimensions. The measure is computed at the Item, Supplier-Supplier site, and Day levels of the Product, Supplier, and Time dimensions. Because the measure value isn’t specific to an Organization, the Organization level isn’t included in the measure’s computation. In such a scenario, you can set up a data access set to get access to specific organizations as well as measures that aren’t specific to an organization (such as Supplier Capacity Available).

The following are examples of Supply Planning measures that can now display values by configuring data security with the Organization entity that has the Include unassigned planning level member check box selected:

• Supplier Capacity Available
• Supplier Capacity Required
• Net Supplier Capacity Available
• Supplier Capacity Utilization Percentage
• Supplier Capacity Required by Supplier Capacity Constraint Date
• Additional Capacity Required by Supplier Capacity Constraint Date

Secure Plans Considering Unassigned Entities applies at the lowest level of the hierarchies for the Product, Organization, Customer, and Supplier dimensions. It is applicable to views displaying measures and planning analytics details for the Product, Organization, Customer, and Supplier dimensions in Supply Planning, Demand Planning, Demand and Supply Planning, Sales and Operations Planning, Replenishment Planning, Global Order Promising, and Backlog Management.

The Administer Data Security view has been enhanced as follows:

• The data access set condition configuration has a new Include unassigned planning level member check box. You can select this check box only when the condition being created includes the Product, Organization, Customer, or Supplier entities at their lowest hierarchy level.

• You can select the Include unassigned planning level member check box along with other lowest-level members of the Product, Organization, Customer, and Supplier hierarchies.

Perform the following steps to secure plan data with unassigned members:

1. Select Product, Organization, Customer, or Supplier as an entity in a data access set.

2. Select the lowest level for Product, Organization, Customer, or Supplier.

Create a Data Access Set on the Administer Planning Security Page

3. Select the Create action to create a condition for Condition Name and select the Include unassigned planning level member check box.

Create a Condition for an Organization Entity

4. Create a condition by providing a Condition Name and selecting the Include unassigned planning level member check box. Add other level members if required to configure the data condition.

New Include Unassigned Planning Level Member Check Box

5. Save the condition and assign it to the selected entity.

Assign the Condition to the Organization Entity

Let’s walk through some examples of Supplier Capacity measure details displayed when the Include unassigned planning level member check box is selected in the Supply Planning work area.

We will see how the data access set configured in the preceding screenshot is applied to the measure values in a table. The following pivot table shows Planned Orders measure values for organization-level members M1 and M2 and Supplier Capacity measure values for the unassigned organization-level member when a data security condition is created with organization-level members M1 and M2 and the Include unassigned planning level member check box is selected.

Pivot Table Created with Organization-Level Members

Let’s see what happens when we configure a data access set with the Include unassigned planning level member check box selected and with other lowest level members. Data security applies an In condition. In the following screenshot, a data security condition was created by selecting Include unassigned planning level member, M1, and M2 for an Organization. The condition applies data security for measures where the organization value can be unassigned, M1, or M2.

The pivot table shows values for Planned Orders and Supplier Capacity Available measures when the data security condition is configured with M1, M2, and unassigned organization-level members.

Data Security Condition for Organization-Level Members and Pivot Table Details

You can enable Include unassigned planning level member across multiple entities within a data access set. When enabled within a data access set, security is applied as an "AND" condition.

When Include unassigned planning level member is selected for an Organization and Customer entity, data security is applied and displayed for the measures when both Organization and Customer combinations are unassigned in a pivot table.

The pivot table shows values for user-defined measures with unassigned-level members for organization and customer entities

Data Security Condition for Organization- and Customer-Level Members and Pivot Table Details

When you enable Include unassigned planning level member across data access sets, security is applied as a "OR" condition.

In the following example, enabling Include unassigned planning level member for Item in data access set1 and Organization entity in data access set 2, data security is applied and displayed for users for the measures when either Item or Organization have unassigned as lowest-level members in a pivot table.

The pivot table displays values for user-defined measures with unassigned level members for organization or customer entities.

Data Security Conditions for Data Sets and Pivot Table Details

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain Planning

Tips And Considerations

• If you want to use the Secure Plan Data Considering Unassigned Entities feature, then you must opt in to its parent feature: Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

• Oracle Global Order Promising respects data security for the Organization entity only.

• Customer and Supplier data security configurations are applied for planning analytics user interfaces like pivot tables or graphs in these work areas: Supply Planning, Demand Planning, Demand and Supply Planning, Sales and Operations Planning, and Replenishment Planning.

• You can’t enable Include unassigned planning level member for existing data conditions. You must create a new data condition to enable it.

• You can delete data conditions with Include unassigned planning level member using Manage Conditions only if the condition isn’t assigned to an entity across a data access set.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)

This privilege was available prior to this update.