Redwood: Use Redwood-Style FYI Notifications for Supply Chain Planning

Oracle Fusion Supply Chain Planning generates FYI notifications when certain conditions occur, such action items assignment during the Sales and Operations planning cycle or exceptions that meet threshold criteria. These notifications now have a different look and feel, redesigned using Redwood style templates.

Redwood-Style Planning Exception Notifications

Plan exception notifications are sent when measure-based exception details.
To generate these notifications, follow these steps:

  1. Enable notifications in Configure Exceptions setup for a user or role, You may apply filters if needed.
  2. Opt in to Redwood by enabling the setting Use Redwood-Style FYI Notifications for Supply Chain Planning.
  3. Include the measure-based exceptions with notifications configured in the plan's exception set.
  4. Run the plan using the full refresh option. If exceptions are found, the alert (bell) icon displays the number of Redwood-style notifications.
  5. Click the alert icon to view detailed information about the details.

You can generate exception notifications for Supply, Demand, Sales and Operations, and Replenishment plans. To update exception details and notifications for a refreshed plan, run the Calculate Measure-based Exceptions scheduled process.

Exception notifications Displayed in Notifications dialogue

Exception Notifications Displayed in Notifications Dialogue

Redwood-Style Exception Notification Sections and Attributes

The header section displays the following information: 

  • Plan name and Exception name
  • Assignee name, Assigned date, and Generated On attributes

The details section displays the following information:

  • Exception details: One or more exception details, each in a separate table
  • Each exception detail includes:
    • Default attributes such as  Measure Value, Measure Date, Threshold Value, Threshold Date, From Date, To Date, and Exception Age in Days.
    • Dynamic attributes based on the exception’s configuration. For example, if an exception is configured based on the Projected Available Balance measure, with Item as the Product dimension hierarchy level, and Organization as the Organization dimension hierarchy, then Item and Organization will appear as the dynamic attributes in each exception detail.

Redwood-Style Plan Exception Notification

Redwood-Style Plan Exception Notification

Redwood-Style Planning Cycle Notifications

Planning cycle notifications are sent for tasks, action items, and decision items.

Notification Details include the following task attributes: Title, Assignee, Due Date, Owner, Type, Status, Planning Cycle, and Stage. A participant’s display name is used for Assignee and Owner instead of username.

Redwood-style FYI Notification for a Planning Cycle Action Item

Redwood-style FYI Notification for a Planning Cycle Action Item

This feature provides a consistent Redwood user experience between FYI notifications and the Supply Chain Planning work area.

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

  • After you've opted in, Supply Chain Planning uses Redwood-style FYI notifications for:
    • Plan exceptions
    • Sales and Operations planning cycle tasks
  • Redwood-Style exception notifications are generated at the level of the measure-based exception. 

Key Resources

  • Refer to the Cloud Applications Readiness content for the following features for more information on Planning Exceptions:
    • Redwood: Manage Planning Exceptions Using a New User Experience (Supply Planning What's New 25B)
    • Redwood: Resolve Planning Exceptions More Efficiently Using a New User Experience (Supply Planning What's New 25C)
    • Redwood: Calculate Measure-Based Exceptions Using a New User Experience (Supply Planning What's New 25C)
    • Redwood: Use Additional Capabilities to Analyze Planning Exceptions (Supply Planning What's New 25D)
  • Refer to the Cloud Applications Readiness content for the following features for more information on Planning Cycles:
    • Redwood: Manage Planning Cycles Using a New User Experience (Sales and Operations Planning What's New 25B)
    • Redwood: Manage Planning Cycles with Additional Capabilities (Sales and Operations Planning What's New 25D)

Access Requirements

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

FYI notifications for plan exceptions:

  • View Planning Exceptions Configuration (MSC_VIEW_PLANNING_EXCEPTIONS_PRIV)
  • Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
  • Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
  • Manage Sales and Operations Planning (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
  • Manage Replenishment Planning (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
  • Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
  • BI Consumer Role (BIConsumer)

FYI notifications for sales and operations planning cycle tasks:

  • Review Planning Cycles (MSC_REVIEW_PLANNING_CYCLES_PRIV)
  • Manage Sales and Operations Planning (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
  • BI Consumer Role (BIConsumer)

These privileges and this role were available prior to this update.