Use Alternate UOM to Display and Release Order Quantities

Your manufacturing and distribution environment may have situations where planners must quickly understand order quantities in not only the primary unit of measure (UOM) but also an alternate UOM. You can now display existing quantity fields on the Supplies and Demands page in the primary and an alternate UOM. The alternate UOM may be the secondary UOM that has been collected, or you can override it using a simulation set. You can also release the planned order in the purchasing UOM if desired.

This feature allows you to:

Collect the secondary unit of measure of an item from Oracle Fusion Cloud SCM to Oracle Fusion Cloud Supply Chain Planning as the alternate UOM of the item.
Collect the purchasing UOM and its associated unit price for an item, supplier, and supplier-site combination from the Oracle Cloud SCM source system or using the file-based data import (FBDI) process.
Provide an alternate UOM for an item in a simulation set for a plan.
Compute and display order quantities in a plan in the alternate UOM.
Release buy planned orders with a purchasing UOM to create requisitions in Oracle Purchasing.

It applies to supply plans and replenishment plans.

Collect Secondary UOM for an Item as an Alternate UOM

To collect the secondary UOM of an item for use as an alternate UOM in Oracle Supply Chain Planning:

Create an item in Oracle Product Hub and set the Tracking Unit of Measure as Primary and Secondary.
Specify a secondary UOM for the item.
Create item-specific UOM conversions between primary and secondary UOM if the secondary UOM belongs to a different UOM class.
Run Collect Planning Data for Items and Units of Measure.

The secondary UOM of the item will then be collected as an alternate UOM in Oracle Supply Chain Planning.

Alternate UOM of Item in Plan Inputs

Collect Purchasing UOM and Its Unit Price for an Item, Supplier, and Supplier-Site Combination

To collect a purchasing UOM and its unit price for an item, supplier, and supplier-site combination from Purchasing to Oracle Supply Chain Planning:

Create a blanket purchase agreement for the item, supplier, and supplier site with the purchasing UOM and its unit price in Purchasing.
- If the purchasing UOM or unit price isn’t available, buy planned orders will be recommended with the item’s alternate UOM, and they’ll be released to Purchasing with the primary UOM.
Create a global approved supplier list for the item, supplier, and supplier site with the same purchasing UOM as the blanket purchase agreement.
Associate the blanket purchase agreement with the approved supplier list and ensure that the blanket purchase agreement is valid on the collection run date.
Launch Collect Planning Data for the approved supplier list.

Approved Supplier List Details in Plan Inputs

Collect Purchasing UOM and Its Unit Price for an Item, Supplier, and Supplier-Site Combination Using FBDI

If you don’t have a blanket purchase agreement and approved supplier lists defined in Purchasing, you can perform the following steps to collect the purchasing UOM and its unit price for an item, supplier, and supplier-site combination to Oracle Supply Chain Planning using the FBDI process:

Prepare the ScpApprovedSupplierListImport FBDI template for an item, supplier, and supplier site with purchasing UOM, unit price, and currency code for the unit price.
- If the purchasing UOM or unit price isn’t available, buy planned orders will be recommended with the item’s alternate UOM, and they’ll be released to Purchasing with the primary UOM.
- Unit price must always be associated with a currency code in order for unit price to be successfully collected.
Collect the CSV file created from the ScpApprovedSupplierListImport template using the Load Planning Data from Flat Files scheduled process.
Review the collected data in Plan Inputs.

You must ensure that you’ve defined sourcing rules for the item, supplier, and supplier-site combination and have associated them to the plan’s assignment set in order for the plan to consider the purchasing UOM as the alternate UOM for the item, supplier, and supplier-site combination’s buy planned orders.

New Plan Option: Use Alternate UOM for Orders
Plan Options has been enhanced to enable a plan to display and release item quantities in an alternate UOM.

Navigate to the Advanced supply options section in Plan Options and select either of the following from the Use Alternate UOM for Orders field:

Display and release – Compute and display item quantities in the alternate UOM and release buy planned orders to Purchasing in the purchasing UOM.
Display only – Compute and display item quantities in the alternate UOM.

Use Alternate UOM for Orders Plan Option

The default value is Null for this plan option.
This plan option is enabled for supply plans, demand and supply plans, and replenishment plans.
This plan option is enabled for selection for Oracle Cloud SCM source system plans.

Alternate UOM in Simulation Set
Simulation Set has also been enhanced to specify an alternate UOM for items.

Alternate UOM for items can be specified if, and only if, the item is not collected with its secondary UOM from Oracle Product Hub.
Collected UOMs that are the same class as the primary UOM of the item can be selected as the item’s alternate UOM in a simulation set. For example, if the item’s primary UOM is Eaches, then Cases or Dozen of the same quantity class can be selected as the item’s alternate UOM.
Collected UOMs that are of a different UOM class as compared to the primary UOM class of the item can also be selected. However, only UOMs that have item-specific interclass UOM conversions are displayed for selection as an alternate UOM of the item.

Alternate UOM in a Simulation Set

New UOM Attributes in Supplies and Demands
With this update, the Supplies and Demands page has been enhanced with the following additional UOM-related columns:

Alternate UOM - Secondary UOM of the item for supplies and demands or the purchasing UOM of the item, supplier, and supplier site for a buy planned order
Firm Quantity in Alternate UOM - Firm quantity of the order represented in alternate UOM by converting firm quantity using unit of measure conversions
Order Quantity in Alternate UOM - Quantity of the order represented in alternate UOM by converting order quantity using unit of measure conversions
Unit Price in Alternate UOM - Unit price of the purchasing UOM from the approved supplier list used by the plan for a buy planned order
Implement Quantity in Alternate UOM - Implement quantity of the order represented in alternate UOM by converting implement quantity using unit of measure conversions
Implemented Quantity in Alternate UOM - Implemented quantity of the order represented in alternate UOM by converting implemented quantity using unit of measure conversions

Alternate UOM Details Displayed in Supplies and Demands

Columns displaying alternate UOM related details aren’t editable on the Supplies and Demands page.

The following image shows an example of the new columns in a supply plan, displaying order quantities computed in the alternate UOM.

Order Quantities Computed and Displayed with Alternate UOM in Supplies and Demands

Buy Planned Order Release to Oracle Cloud SCM

A buy planned order release to Oracle Cloud SCM releases alternate UOM quantity, alternate UOM, and price to Oracle Supply Chain Orchestration to create requisitions in Purchasing in the purchasing UOM.
The release process selects the Implement Quantity in Alternate UOM, the Alternate UOM, and the Unit Price in Alternate UOM column values to release for buy planned orders.
For buy planned orders without a unit price in the alternate UOM, the primary UOM quantity is released to create requisitions in Purchasing.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Reschedule and cancel releases from planning will be in the primary UOM.
Make and transfer planned orders will be released in the primary UOM.
Measure values computed in a supply plan or a replenishment plan will be in the primary UOM
You must rerun the plan without a refresh to recompute and populate the alternate UOM if the supplier and supplier site are updated for planned orders in plan output.
You must also rerun the plan without a refresh to populate alternate UOM details for planned orders created manually in plan output.
Unit price in the alternate UOM is mandatory to release buy planned orders with an alternate UOM.
Purchasing always creates the purchasing UOM in the primary UOM if the purchasing UOM is the same as the secondary UOM of the item as defined in Product Hub.
If multiple blanket purchase agreements are associated with an approved supplier list, then the data collection process selects the blanket purchase agreement with the highest unit price.

Access Requirements

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

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 Replenishment Planning (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)

These privileges were available prior to this update.