Redwood: Manage Bills of Distribution Using a New User Experience

You can use the Redwood user experience to view, create, duplicate, edit, and delete bills of distribution. This experience offers intuitive search and filters, robust sourcing validations, optional subinventory-level definitions, and quick access to related assignment sets. A bill of distribution defines a multilevel sourcing strategy for replenishing materials within a supply chain. It offers you a structured way to model complex supply chains with multiple sourcing options and transfer points.

The Bills of Distribution page enables you to:

  • Review existing bills of distribution.
  • Create, edit, duplicate, and delete bills of distribution.
  • View sourcing assignment sets associated with bills of distribution.

The Bills of Distribution page can be accessed from Plan Inputs, Supply Plans, Demand and Supply Plans, Replenishment Plans, Sales and Operations Plans, and Backlog Management in the Redwood Supply Chain Planning work area. It can also be accessed from Global Order Promising.

To access the Bills of Distribution page:

  1. Click the More Actions (...) icon and then click View More.
  2. In the Plan Inputs section, click Bills of Distribution.
  3. The Bills of Distribution page opens in a new browser tab.Navigate to Bills of Distribution Page

Navigate to Bills of Distribution Page

Bills of Distribution Page

Bills of Distribution Page

Bills of Distribution Page

The Bills of Distribution page contains the following:

  1. Keyword search - Lets you search across the Bills of Distribution page. You can search by bill of distribution name or description. The search is case insensitive and performs a search using the contains operator.
  2. Suggested filters - Filters the Bills of Distribution page by Name and Planning active column details.
  3. Action toolbar - Enables you to create, edit, duplicate, or delete a bill of distribution. Also lets you view assignment sets associated with a bill of distribution.
  4. Bills of distribution - Displays a table showing the bills of distribution created on the page or collected using the file-based data import (FBDI) process.

Bills of Distribution Actions

Let’s now understand the Bills of Distribution page actions.

Create a Bill of Distribution

  1. Click the + icon on the Bills of Distribution page.

Create a Bill of Distribution

Create a Bill of Distribution

  1. A page named New Bill of Distribution opens on the same browser tab.
  2. Provide a name and description for the new bill of distribution and enter source and destination details. For information on adding sources to the bill of distribution, see "Bills of Distribution – Sources Section Details" later in this document.
  3. Click the Create button.

Click Create Button to Create New Bill of Distribution

Click Create Button to Create New Bill of Distribution

  1. The bill of distribution is now created

Edit Bill of Distribution

  1. Select a bill of distribution and click the Edit button.
  2. The selected bill of distribution opens in the same tab in edit mode.
  3. Make the desired changes to the bill of distribution and click Save when done.

Delete Bill of Distribution

  1. Select a bill of distribution and click the Delete icon.
  2. A confirmation message appears. Click Delete to confirm that you want to delete the bill of distribution.

Delete Bills of Distribution

Delete Bills of Distribution

Duplicate Bill of Distribution

  1. Select a bill of distribution and click the Duplicate button.
  2. A new page opens on the same browser tab, with the information from the copied bill of distribution.
  3. Enter a new name and update the description and additional details as needed.
  4. Click the Save button when done.

View Assignment Sets

  1. Select a bill of distribution and click the View Assignment Sets button.
  2. The Assignment sets drawer opens, displaying the assignment sets assigned to the bill of distribution. Assignment set names are displayed as hyperlinks.

View Assignment Sets

View Assignment Sets

  1. Click on the assignment set name to open the assignment set and review its details. The Assignment Set page opens in a new tab.

Bills of Distribution – Sources Section Details

Let’s now understand the Sources section on the page.

Sources in Bill of Distribution

Sources in Bill of Distribution

Sources in Bill of Distribution

  1. Sources toolbar – Enables you to create, copy, and delete a source
  2. Manage columns – Enables you to manage columns displayed in the Sources section of a bill of distribution
  3. Sourcing details – Displays the details of the sources within the bill of distribution

Date effectivity (effective start date and effective end date) and organization are a part of each source row in the sourcing details region. Rows with identical date effectivities (same effective start and end dates) and organization are considered to be a related block of sources. When you change the effective start date, end date, or organization of one source in a block, then the effective dates and organization of the other sources in the block automatically change to match.

Within a block of sources, sources with the same rank must have allocation percentages that total 100.

  • To add a source:
  1. Click the + icon. A new source row is added at the beginning of the sourcing details region, with the Start Date defaulted to the system date.
  2. Update the Start Date and End Date as needed.
  3. Enter other source details.
  4. Click Save.
  • To edit a source:
  1. Select a source row and perform inline edits of the details. 
  2. If needed, select another row and perform inline edits for that row. Repeat as needed.
  3. Click Save when done.
  • To delete a source:
  1. Select a source row.
  2. Click the Delete icon.

Manage Columns and Column filters
Following are the columns displayed in the Sources table:

  • Start Date
  • End Date
  • Organization
  • Customer Name
  • Customer Ship-to Site
  • Type
  • Source Organization
  • Supplier
  • Supplier Site
  • Supplier Site Source System
  • Allocation Percent
  • Rank
  • Shipping Method
  • Carrier Name 
  • From Quantity
  • Less Than Quantity
  • Quantity UOM  
  • Mode of Transport
  • Service Level
  • Transit Time
  • Create Movement Requests
  • Exclude for Options and Option Classes   

Column filters are ad-hoc filters that are appended to the keyword search and filter chips, allowing you to further refine your results. To access column filters, hover over the column header and click on the Filter icon.

Here’s an example of applying a column filter for Type in the sourcing details.

Column Filter for Type Column in Sources

Column Filter for Type Column in Sources

Result After Applying Column Filter for Type Column in Sources

Result After Applying Column Filter for Type Column in Sources

Copy Sources
To copy sourcing details from another bill of distribution:

  1. Select a sourcing detail from the table and click the Copy Sources button.
  2. The Copy sources drawer opens.
  3. Select the bill of distribution, destination organization, and start date reference for the bill of distribution from which the sourcing detail is to be copied.
  4. Click Copy and save the changes.

Quick Actions
You can now navigate to the Redwood Bills of Distribution page from Quick Actions. To enable Quick Actions to navigate to Bills of Distribution:

  1. Go to Navigator > My Enterprise > Setup and Maintenance.
  2. Search for and select the Manage Administrator Profile Values task.
  3. Search for the profile display name: Redwood Pages for Sourcing Rules, Bills of Distribution, and Assignment Sets Enabled.
  4. Set the Profile Value to Yes and save. (You can set this profile at the User or Site level.) 

Quick Actions for bills of distribution in Supply Chain Planning and for Global Order Promising in Order Management will now navigate to the Redwood Bills of Distribution page.

Steps to Enable and Configure

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

Tips And Considerations

  • You can enable a guided journey for the Bills of Distribution page.
  • POST and PATCH operations aren’t available for bills of distribution REST services.  
  • You can enable subinventory-level planning on the Bills of Distribution page in Replenishment Planning.
  • Click the Cancel button in a bill of distribution to discard unsaved changes or to go back to the Bills of Distribution main page.

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)
  • Manage Sales and Operations Planning (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
  • Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
  • Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
  • Manage Planning Sourcing (MSP_MANAGE_PLANNING_SOURCING_PRIV)
  • View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)

These privileges were available prior to this update.