View Open Sales Orders in Plans with Aggregated Customer Levels

As demand planners, you typically need to monitor the performance of the forecast to actual sales orders and take proactive action if there’s substantial overperformance or underperformance against expectations. Previously, you could monitor performance in a plan configured at the Customer Site level, the lowest level of the Customer dimension. With this update, you can use the Sales Orders measure in a plan configured at an aggregate level, that is, a plan that uses a planning level profile.

The Plan at Flexible Levels for the Customer Dimension feature introduced in Update 24A provided the ability to configure planning level profiles to define the aggregation level for customer data in demand plans. The Aggregate Collected Planning Data scheduled process, introduced as a part of this feature, is run after collections to aggregate and store collected measure data at the levels specified in your planning level profiles. This aggregated data is then used during the plan run step for refreshing a demand plan with current data when the plan has planning level profiles.

In this update, the Aggregate Collected Planning Data scheduled process has been enhanced to support the Sales Orders measure. Now, when sales orders are collected, and the Sales Orders measure is included in the measure catalog assigned to the demand plan, the measure data will be aggregated by the Aggregate Collected Planning Data scheduled process. The aggregated data will then be included in the plan with the corresponding planning level profile when the plan is run with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box.

Steps to Enable

To enable data aggregation for open and past due sales orders for use in demand plans with planning level profiles, follow these steps.

  1. In the Demand Management work area, on the Tasks panel tab, in Configuration, click Manage Planning Profile Options.
  2. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option code.
  3. If the SCP_PARAMETER_OVERRIDES profile option code exists, then add a profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user in User Name. User-level values take precedence over the site-level value. If you’re setting the profile value at the user level, then ensure that you select the user that’s used to run the Aggregate Collected Planning Data scheduled process.
    • Profile Value: Enter AggregateAndSnapshotOpenSalesOrders=Yes. You can enter multiple profile values for a profile level provided you separate them with a space or semicolon.
  4. If the SCP_PARAMETER_OVERRIDES profile option code doesn't exist, then follow these steps:
    1. In the Setup and Maintenance work area, search for and select the Manage Profile Options task.
    2. On the Manage Profile Options page, in the Profile Options section, click the New icon.
    3. On the Create Profile Option page, create the profile option as follows:
      • Profile Option Code: SCP_PARAMETER_OVERRIDES
      • Profile Display Name: SCP_PARAMETER_OVERRIDES
      • Application: Planning Common
      • Module: Planning Common
      • Start Date: current date
      • Leave the remaining fields blank.
    4. Click Save and Close.
    5. On the Manage Profile Options page, for the SCP_PARAMETER_OVERRIDES profile option code, in the Profile Option Levels section, select the checkboxes in the Enabled and Updatable columns for the Site and User levels.
    6. Click Save and Close.
    7. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option code, and then set the profile value as previously explained.

Tips And Considerations

The predefined Sales Orders measure:

  • Reflects the required quantity for a booked item on the scheduled ship date.
  • Is populated in a demand plan if included in the measure catalog selected for the plan.
  • Is populated during a demand plan run when the Refresh with current data option is selected on the Parameters tab in the Run Plan dialog box.
  • Can't be populated through the Orchestrate Refresh Measures Processes scheduled process.
  • Is populated with collected data from either of the following:
    • From a Fusion source, when you use the Collect Planning Data page and select the supply entity named sales orders on the Supply Planning Data tab
    • From an external source, when you use the Load Planning Data from Files page and the file-based data import (FBDI) template named Supply Chain Planning Sales Orders (ScpSalesOrderImportTemplate.xlsm)
  • Includes data from all open and past due sales orders with a scheduled ship date later than or equal to 90 days prior to the start date of the demand plan.

You can change the number of days for which data is included using the MSC_SALES_ORDERS_SNAPSHOT profile option code.

  • For example, if you set the profile value for MSC_SALES_ORDERS_SNAPSHOT to 30, then the demand plan will include data from all open and past due sales orders with a scheduled ship date later than or equal to 30 days prior to the start date of the plan.
  • You can also set the profile value to –1 if you don’t want to populate the measure even if it's included in the demand plan’s measure catalog.
  • If the MSC_SALES_ORDERS_SNAPSHOT profile option code isn’t defined, then the Sales Orders measure includes data for open and past due sales orders with a scheduled ship date later than or equal to 90 days prior to the start date of the plan.

The AggregateAndSnapshotOpenSalesOrders profile value for the SCP_PARAMETER_OVERRIDES profile option code works with the MSC_SALES_ORDERS_SNAPSHOT profile option code as follows:

  • If the AggregateAndSnapshotOpenSalesOrders profile value is set to Yes, and the MSC_SALES_ORDERS_SNAPSHOT profile option code is undefined, the Sales Orders measure is populated in demand plans that use or don’t use planning level profiles.
  • If the AggregateAndSnapshotOpenSalesOrders profile value doesn’t exist or is set to No, and the MSC_SALES_ORDERS_SNAPSHOT profile option code is undefined, the Sales Orders measure is populated in only demand plans that don’t use planning level profiles.
  • If the AggregateAndSnapshotOpenSalesOrders profile value is set to Yes, and the MSC_SALES_ORDERS_SNAPSHOT profile option code is set to –1, the Sales Orders measure isn’t populated in any demand plan.
  • If the AggregateAndSnapshotOpenSalesOrders profile value doesn’t exist or is set to No, and the MSC_SALES_ORDERS_SNAPSHOT profile option code is set to –1, the Sales Orders measure isn’t populated in any demand plan.
  • If the AggregateAndSnapshotOpenSalesOrders profile value is set to Yes, and the MSC_SALES_ORDERS_SNAPSHOT profile option code is set to a value greater than zero, the Sales Orders measure is populated in demand plans that use or don’t use planning level profiles.
  • If the AggregateAndSnapshotOpenSalesOrders profile value doesn’t exist or is set to No, and the MSC_SALES_ORDERS_SNAPSHOT profile option code is set to a value greater than zero, the Sales Orders measure is populated in only demand plans that don’t use planning level profiles.

Key Resources

  • For more understanding of this feature, you can go through the following:
    • Plan at Flexible Levels for the Customer Dimension (Update 24A) in the readiness training for Oracle Demand Management
    • View Quantities for Open Sales Orders (Update 23C) in the readiness training for Demand Management

Access Requirements

Users who are assigned a configured job role that contains the Edit Planning Level Profiles privilege (MSC_EDIT_PLANNING_LEVEL_PROFILES_PRIV) can create, edit, and delete planning level profiles.

Users who are assigned a configured job role that contains the View Planning Level Profiles privilege (MSC_VIEW_PLANNING_LEVEL_PROFILES_PRIV) can view planning level profiles.

Users who are assigned a configured job role that contains the Edit Plan Options privilege (MSC_EDIT_PLAN_OPTIONS_PRIV) can assign a planning level profile to a demand plan.

Users who are assigned a configured job role that contains the Run Plan with Snapshot privilege (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) can run the Aggregate Collected Planning Data scheduled process.

Users who are assigned a configured job role that contains these privileges can view and use the Sales Orders measure:

  • Edit Planning Analytics Configuration (MSC_EDIT_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
  • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
  • Maintain Planning Graphs (MSC_MAINTAIN_PLANNING_GRAPHS_PRIV)

These privileges were available prior to this update.