Incrementally Update Historical Data Collected at Aggregate Levels for New Plan Members

In previous updates, improvements were made so that new plan members, such as new items, could be incorporated in a plan even when you incrementally refreshed the measure data. However, this feature wasn’t supported when the measure data was collected at aggregate levels. With this update, this limitation has been removed, and the plan will incorporate the new plan members. For example, if you have a measure for which you’re loading information at the item category and month granularity, and you have a new item category, then this information will now be available in the plan after the incremental refresh is complete.

With this update, you can proactively incorporate new plan members in the planning process without needing a full refresh of the plan data.

With the 22B feature titled “Refresh Collected Measure Data,” you could refresh data for a specific measure or subset of measures in your plan without having to rerun it. You used the scheduled process named Orchestrate Refresh Measures Processes to perform this refresh.

In 24D, we introduced the feature named “Refresh a Plan's Master Data Incrementally” that allowed you to extend the functionality of refreshing measure data by enabling you to incrementally refresh master data related to added or removed members in the plan. For members added to the plan, the refresh was limited to measure data that had been collected since the last plan run with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box or the last run of the scheduled process named Orchestrate Refresh Measures Processes.

In 25A, through the feature named “Update Full Historical Data for New Plan Members When Incrementally Refreshing Plan Data,” we further extended this functionality to enable you to refresh all collected measure data when a member is added to a plan instead of just the measure data collected since the last plan run with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box or the last run of the scheduled process named Orchestrate Refresh Measures Processes. This refresh was limited to measure data collected at the stored level of the measures. Measure data collected at an aggregate level wasn’t refreshed.

In 25C, we extend this functionality further to enable you to refresh all collected measure data, including measure data collected at an aggregate level, when a member is added or removed from a plan. The measure data gets disaggregated to the stored level of the measure.

During the scheduled process named Orchestrate Refresh Measures Processes, measure data collected at an aggregate level will also be refreshed if any hierarchy changes are made that impact data disaggregation. In this case, the collected measure data will be disaggregated based on the updated hierarchies. The measure data will be refreshed and disaggregated regardless of whether the measure data changed since the last plan run or the last run of the scheduled process named Orchestrate Refresh Measures Processes.

Consider this example:

  1. Category A contains five items.
  2. A value of 60 is loaded for Category A.
  3. Each of the five items in Category A receives a value of 12 (Assume an equal split for simplicity.).
  4. A hierarchy update is done, and another item is added to Category A. As a result, Category A now has six items. The collected measure data isn’t changed.
  5. After this update, when the scheduled process named Orchestrate Refresh Measures Processes is run, the Category A value will be refreshed and disaggregated to the six items, resulting in each item receiving a value of 10 (instead of 12).

Before this update, even after the scheduled process was run, the measure values wouldn’t have been refreshed and disaggregated. The original five items would still have retained the value of 12, and the newly added item would have had the null value.

Steps to Enable

To support backward compatibility and avoid any adverse impact on the time required to run the scheduled process named Orchestrate Refresh Measures Processes, this feature is delivered disabled by default.

To enable this feature, follow these steps.

  1. In your work area for Oracle Fusion Cloud Supply Chain Planning, on the Tasks panel tab, in Configuration, select Manage Planning Profile Options.
  2. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option.
  3. If the SCP_PARAMETER_OVERRIDES profile option exists, then add a profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Don’t set this value at the User level.
    • Profile Value: Enter incrementalDisaggregate=true. 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 doesn't exist, then follow these steps:
    1. In the Setup and Maintenance work area, go to the Manage Profile Options task in the Supply Chain Planning functional area.
    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.

    1. Click Save and Close.
    2. On the Manage Profile Options page, for the SCP_PARAMETER_OVERRIDES profile option, in the Profile Option Levels section, select the checkboxes in the Enabled and Updatable columns for the Site and User levels.
    3. Click Save and Close.
    4. In your work area, on the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option, and set the profile value as previously explained.

You may need to work with someone who has administration privileges to make these profile-related changes.

Once this feature is enabled, you must run your plan with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box before running the scheduled process named Orchestrate Refresh Measures Processes.

Tips And Considerations

  • This feature is available for demand and sales and operations plans at any planning time level.
  • When the measure data is imported at the stored levels, the full refresh is supported for only those measures that have the Product and Organization dimensions. For the measures without these dimensions, the data is loaded incrementally since the last plan run with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box or the last run of the scheduled process named Orchestrate Refresh Measures Processes.

When the measure data is imported at aggregate levels, the full refresh is supported for all measures.

Key Resources

  • Refer to the Cloud Applications Readiness content for the following features for Oracle Supply Chain Planning:
    • Refresh Collected Measure Data (Update 22B)
    • Refresh a Plan's Master Data Incrementally (Update 24D)
    • Update Full Historical Data for New Plan Members When Incrementally Refreshing Plan Data (Update 25A)

Access Requirements

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

  • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)

This privilege was available prior to this update.