Redwood: Review Replenishment Requests Using a Spreadsheet

Periodic automatic replenishment (PAR) is an inventory management technique that involves setting PAR levels for items in a specific location and then carrying out periodic inventory counts to determine when to replenish any particular item. After the counts are submitted, replenishment documents are automatically generated to reorder the supplies you need. In some cases there can be issues that prevent the creation of specific replenishment documents. If this happens, you need the ability to review and correct these records quickly. Now you can review and manage your PAR requests using a predefined spreadsheet template that's configured using the Oracle Visual Builder Add-in for Excel.

You can use the Download Replenishment Requests in Spreadsheet task from the Inventory Management work area or Quick Actions to access the spreadsheet. This predefined spreadsheet template allows you to create and manage replenishment requests directly in Excel.

Download Replenishment Requests in Spreadsheet

Download Replenishment Requests in Spreadsheet

Creating Replenishment Requests

Using the Inventory Replenish Requests sheet, you can create new replenishment requests. To create a request, select Form Changes, and then select Create New Form Row to insert a new row.

New Replenishment Request

New Replenishment Request

Enter the required data, including organization, subinventory, item number, and other relevant fields. Set the Submit for Processing option to Yes, and then select Upload Pending Changes to submit the replenishment request. 

Upload Replenishment Request

Upload Replenishment Request

If no errors occur during upload, the replenishment request is successfully created. You can then view its details using the PAR Counts Overview page.

PAR Counts Overview Replenishment Details

PAR Counts Overview Replenishment Details

Correcting Replenishment Request Errors

You can use the Inventory Replenish Requests sheet to review and correct replenishment requests that have encountered errors. Click Download Data to export records with errors. 

Download Error Replenishment Requests

Download Error Replenishment Requests

Make the necessary corrections in the spreadsheet, set the Include for Processing option to Yes, and then click Upload Changes to submit the updated records. Once the errors are successfully resolved, the replenishment request is created. You can view its details using the PAR Counts Overview page.

Upload Corrected Replenishment Request

Upload Corrected Replenishment Request

This feature provides you the ability to efficiently review and manage the PAR request records present in the Replenishment Requests interface table.

Steps to Enable

Follow these steps to enable or disable this feature:

  1. In the Setup and Maintenance work area, search for and select the Manage Inventory Profile Options task.
  2. On the Manage Administrator Profile Values page, search for and select the ORA_INV_REPLENISHMENT_REQUESTS_SPREADSHEET_REDWOOD_ENABLED profile option code.
  3. In the Profile Values section, set the Site level to Yes or No. The default value is No.
    • Yes = enables the feature
    • No = disables the feature
  4. Click Save and Close. Changes in the profile value will affect users the next time they sign in.

Tips And Considerations

  • Use the filter criteria to narrow your search. Note that some filters are mandatory, and search can't be performed until these required fields are selected or filled in.
  • The Status column displays information about the progress of both downloaded and uploaded data, helping you track processing status at a glance.
  • Download the latest version of the Oracle Visual Builder Add-in for Excel.

Key Resources

  • Oracle Fusion Cloud SCM: Using Inventory Management guide, available on the Oracle Help Center.

Access Requirements

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

  • Manage Inventory Replenishment Requests (INV_MANAGE_INVENTORY_REPLENISHMENT_REQUESTS_PRIV)
  • Get Item Rest (EGP_GET_ITEM_REST_PRIV)

These privileges were available prior to this update.