18Supply Chain Collaboration

This chapter contains the following:

Supply Chain Collaboration Introduction

Oracle Fusion Supply Chain Collaboration is a collaboration platform that manages cross-company planning and execution processes for Oracle Fusion Supply Chain Management (SCM). You use Supply Chain Collaboration with Oracle SCM Cloud Services to get timely updates from your key suppliers and contract manufacturers on important supply chain decisions.

Supply Chain Collaboration supports the following processes:

  • Supply planning collaboration to collaborate on order forecasts with tier 1 and tier 2 suppliers. The supply chain planners publish order forecasts to suppliers. The suppliers can view and analyze the order forecasts and commit to supply the requested item quantities over the planning horizon. The collaboration planners can review and adjust the supplier's commits if necessary. The commits flow to Oracle Fusion Planning Central Cloud Service or Oracle Fusion Supply Planning, where they are used as supplier capacity.

  • Contract manufacturing collaboration to share supplier's (contract manufacturer's) production progress. The suppliers can also view previously submitted updates for their projects. Once uploaded, production reports are automatically submitted to Oracle Manufacturing Cloud, and the completion status and materials usage status of the contract manufacturing work order is updated.

  • Vendor-managed inventory (VMI) enables the supplier to manage items that are located at the buyer's location. You can share on-hand quantities with the supplier, establish minimum and maximum inventory thresholds, and alert the supplier to items requiring replenishment. Suppliers can initiate the replenishment process, which can then be automated by the enterprise using Oracle Fusion Procurement.

  • Business to Business (B2B) message monitoring to see the number of failed or undelivered messages. You can monitor messages for all processes, including order-to-cash and source-to-settle. The administrators can investigate the details and reprocess the failed messages when appropriate.

Supply Planning Collaboration

You can use the Supply Chain Collaboration work area to view open collaboration tasks and monitor order forecast commit status. You can also view exceptions that potentially need attention.

In the Oracle Fusion Supplier Portal Overview work area, suppliers can participate in supply planning collaboration by reviewing and responding to order forecasts.

Use supply planning collaboration to:

  • Publish supply plans from Oracle Fusion Planning Central Cloud Service or Oracle Fusion Supply Planning, which can be analyzed and shared with suppliers as order forecasts. You can collaborate on supply plans published from Planning Central or Supply Planning using organizations and items defined within the Oracle Fusion product data model or items and organizations defined in Supply Planning imported from an external source system.

    Note: A supply plan that's partly defined in an Oracle application and partly in an external system isn't supported.

    For more information on collecting planning data from others and external source systems, see the Oracle Supply Chain Management Cloud Using Supply Planning guide.

  • Allow suppliers to view and analyze the order forecasts and commit by using Supplier Portal, Business to Business (B2B) messaging, or web services.

  • Allow Supply Chain Collaboration Planners to review all published forecasts and commits by using the Manage Order Forecasts and Commits page.

  • Manage exceptions by using the Supply Chain Collaboration work area. The exceptions may be due to:

    • Past due commits, where the supplier hasn't committed by the agreed commit due date established in the Service Level Agreement (SLA).

    • Forecast changes, where the current cycle forecast quantity has changed from the previous cycle.

    • Commit mismatches, where the committed quantity is less than the forecast quantity for a given date.

  • Manage a trading partner network by using the Manage Supply Collaboration Network page.

Supply Planning Collaboration Components

The supply planning collaboration process provides you with a seamless flow of information by bringing together supply planning, order forecasts, and supplier commits.

This figure provides an overview of the supply planning collaboration components:

This illustration shows the supply planning collaboration
components

Based on the process and actions performed, the supply planning collaboration components are:

  • Decomposition

  • Orchestration

  • Execution systems

The following table describes the supply planning collaboration components, the internal processes, and the corresponding actions.

Supply Planning Collaboration Components Internal Process Actions

Supply plan creation applications

Supply plans are created in Oracle Fusion Supply Planning or Oracle Fusion Planning Central Cloud Service.

The Publish Order Forecast scheduled process filters the supply plan data by:

  • Supply plan

  • Organization for supply planning

  • Planner, which is the Supply Demand Planner ID

  • Category

  • Item, which is the enterprise item ID

  • Supplier

  • Supplier site

  • Record the supply plans in the Supply Planning tables

  • Record the supply plan data in the Supply Chain Collaboration interface tables after the scheduled process is run

Interface Tables

The data is ready for collaboration.

Store supply forecast and commit data in the Supply Chain Collaboration interface tables

Decomposition

The Supply Planning Collaboration Decomposition scheduled process:

  • Reads the payloads from the interface tables

  • Evaluates forecast exceptions

  • Creates or updates an order forecast, used by Supply Chain Collaboration to publish to suppliers

  • Assigns and launches the orchestration process

Order forecast quantities are sent and stored in daily time buckets. However, they are displayed in weekly, monthly, or period aggregations.

  • Create order forecasts

  • Update order forecast mid-cycle

  • Launch orchestration process

Orchestration

Orchestrates supply by:

  • Assigning an orchestration process and starting orchestration

  • Running the determined business process

  • Grouping Business to Business (B2B) messages by supplier site per plan

  • Publish forecasts to Oracle Fusion Supplier Portal and Supply Chain Collaboration

  • Send B2B messages

Execution systems

Suppliers use the Supplier Portal to process commits for the order forecasts received from Supply Chain Collaboration.

Collaboration planners use the Supply Chain Collaboration to process commits on behalf of suppliers.

  • Supplier provides commits

  • Contract Manufacturer reviews order forecasts for their upstream suppliers

  • Collaboration planner reviews order forecasts and provides commits

The entities that are created and managed during collaboration are:

  • Supply plans: Contain the supply orders created for a supply request, which are published to Supply Chain Collaboration. These plans are created in Supply Planning or Planning Central.

  • Collaboration plans: Contain the order forecasts based on the supply plans that are eligible for collaboration for a specified collaboration period. These plans are created in Supply Chain Collaboration.

  • Order forecasts: Contain the forecast and commit quantities by the suggested date that is used to create the time bucket.

Supply Planning Collaboration Flow

The supply planning collaboration process flow includes the following steps:

  1. A Supply Chain Planner uses Oracle Fusion applications, such as Oracle Fusion Supply Planning or Oracle Fusion Planning Central Cloud Service to create supply plans. The supply plans can use organizations and items defined within the Oracle Fusion product data model or imported from an external source system.

  2. The Supply Chain Planner decides which supply plan data to send to Oracle Fusion Supply Chain Collaboration. The data can be filtered by attributes such as suppliers, items, and so on.

  3. Supply Chain Collaboration receives the supply plans and stores the supply plans in interface tables.

  4. Supply Chain Collaboration decomposition process decomposes the supply plans and creates order forecasts.

  5. The orchestration process publishes the order forecasts to the suppliers through Oracle Fusion Supplier Portal, B2B Messaging using Oracle Fusion Collaboration Messaging Framework, or web services.

  6. The Supply Chain Collaboration Planners and the Supplier Demand Planners can view the open collaboration tasks.

  7. The Supply Chain Collaboration Planners and the Supplier Demand Planners can view the exceptions that potentially need attention arising due to various reasons, such as past due commits, forecast changes, and forecast commit mismatches.

  8. The Supplier Demand Planners can review each time bucket request and commit to supply the requested item quantity in Supplier Portal. The Supply Chain Collaboration Planners can search and view all the published order forecasts and commits on the Manage Order Forecasts and Commits page. The Supply Chain Collaboration Planners can also update order commits on behalf of a supplier.

  9. The orchestration process triggers decomposition of the order commits from suppliers and stores the order commits in interface tables.

  10. The Supply Chain Planners can pull supplier commits back into Supply Planning or Planning Central Cloud Service as supplier capacity.

Supply Planning Collaboration User Roles

Here are the supply planning collaboration user roles:

User Role Description

Supply Chain Planner

  • Manages supply plans in Oracle Fusion Planning Central Cloud Service or Oracle Fusion Supply Planning

  • Releases order forecasts to suppliers requesting order commits

Supply Chain Collaboration Planner

  • Reviews order forecasts and supplier commits

  • Reviews and manages exceptions around supply planning commits

  • Updates commits on behalf of a supplier

Supplier Demand Planner

  • Reviews order forecasts

  • Provides commits to order forecasts using supplier portal, collaboration messaging, or direct web services

Supply Chain Application Administrator

  • Manages supply collaboration network

  • Manages collaboration plans

  • Manages collaboration planners

  • Defines aggregation schedules

  • Enables and reviews Business to Business (B2B) messages

Supply Chain Integration Specialist

  • Uses the Export Collaboration Order Forecasts scheduled process

Contract Manufacturing Collaboration

Contract manufacturing collaboration enables suppliers and the original equipment manufacturers to manage production reports and manufacturing transactions.

Contract Manufacturing Collaboration with Suppliers

The contract manufacturing collaboration process enables suppliers (contract manufacturers) to manage production reports.

In the Oracle Fusion Supplier Portal Overview work area, the supplier can:

  • Navigate to the collaboration area and upload production reports to update manufacturing progress. The transactions uploaded by the supplier are automatically submitted to manufacturing so that the completion status and materials usage status of the contract manufacturing work order can be updated.

  • Search and view completed production reports for their assigned purchase orders.

Contract Manufacturing Collaboration with Original Equipment Manufacturers

The contract manufacturing collaboration process enables the original equipment manufacturers (OEM) to track contract manufacturer's manufacturing progress.

OEM can navigate from Oracle Fusion Supply Chain Collaboration, the Supply Chain Collaboration work area or Oracle Fusion Supply Chain Orchestration, the Supply Lines Overview work area to:

  • Search for and view the supplier-provided updates for the in-progress contract manufacturing purchase orders.

  • Resubmit a report to manufacturing if the automatic submission fails.

Contract Manufacturing Collaboration Flow

The contract manufacturing collaboration process flow includes the following steps:

  1. The Supply Chain Operations Manager can view the contract manufacturing production reports submitted by suppliers (contract manufacturers) in Oracle Fusion Supply Chain Collaboration, the Supply Chain Collaboration work area or in Oracle Fusion Supply Chain Orchestration, the Supply Lines Overview work area.

  2. The Supply Chain Operations Manager can view the supply orders that are in jeopardy and navigate to the manufacturing application to view the details of the supply order.

  3. The Supply Chain Operations Manager can contact the supplier for more information about the supply order in jeopardy.

  4. The Supplier Inventory Manager can navigate to the Manage Production Reports page to upload production reports to update manufacturing progress in Oracle Manufacturing.

  5. The Supply Chain Operations Manager can view the updated production report by using Supply Chain Collaboration or Supply Chain Orchestration.

Contract Manufacturing Collaboration User Roles

The following table describes the contract manufacturing collaboration user roles:

User Role Description

Supply Inventory Manager

This role is assigned to suppliers (contract manufacturers) to:

  • Access Oracle Fusion Supplier Portal

  • View summary reports

  • Navigate to the collaboration area and provide manufacturing or production report updates

Supply Chain Operations Manager

This role is assigned to original equipment manufacturers (OEM) to:

  • View supplier-provided updates for the in-progress contract manufacturing purchase orders

Vendor-Managed Inventory

Vendor-managed inventory (VMI) is a supply chain management strategy in which a supplier manages items that are located at the buyer's location. You can use the Oracle Fusion Supply Chain Collaboration work area to view vendor-managed inventory tasks.

In Supply Chain Collaboration work area, enterprise users such as a vendor-managed inventory analyst can view VMI replenishment item status and supplier-initiated replenishment requests. Supply chain application administrators can manage the VMI network and VMI analysts.

In the Oracle Fusion Supplier Portal work area, suppliers can monitor on-hand quantities and replenishment status for the items they manage. If enabled, suppliers can also initiate the replenishment process by creating replenishment requests and adjust minimum and maximum inventory thresholds.

You can use the vendor-managed inventory features to:

  • Allow suppliers to view and analyze on-hand quantities by using Supplier Portal or Vendor-Managed Inventory Items REST service.

  • Share enterprise determined minimum and maximum inventory thresholds or even allow the supplier to manage these thresholds using Supplier Portal or Vendor-Managed Inventory Items REST service.

  • Allow suppliers to initiate the replenishment process by submitting replenishment requests using Supplier Portal or Vendor-Managed Inventory Replenishment Requests REST service.

  • Provide visibility to the entire replenishment life cycle for items managed by the supplier using Supplier Portal.

  • Allow a VMI analyst to monitor the replenishment status of all replenishment items and supplier-initiated replenishment requests using the Manage Inventory page or web services.

  • Allow a supply chain application administrator to manage VMI relationships by using the Manage VMI Network page or Vendor-Managed Inventory Relationships REST service.

  • Allow a supply chain application administrator to manage VMI analysts by using the Manage VMI Analyst page or Vendor-Managed Inventory Analysts REST service.

Vendor-Managed Inventory Components

Vendor-managed inventory (VMI) provides visibility into the entire replenishment process. VMI enables the supplier or the enterprise user to own inventory planning and replenishment creation activities.

Based on the process and actions performed, VMI tasks are performed in the following product work areas:

  • Oracle Fusion Supply Chain Collaboration

  • Oracle Fusion Procurement

  • Oracle Fusion Inventory Management

  • Oracle Fusion Financials

VMI When Supplier Owns Inventory Planning and Replenishment

This figure provides an overview of VMI when a supplier owns inventory planning and replenishment:

This illustration shows VMI when a supplier owns
inventory planning and replenishment
Note: The process illustrates the supplier as the min-max quantity source. However, this process also supports the enterprise as the min-max quantity source. Min-max quantities can be manually updated or automatically calculated using the Calculate Min-Max Planning Policy Parameters scheduled process. For more information, see the Oracle Supply Chain Management Cloud Using Inventory Management guide.
Work Areas VMI Process Actions

Supplier Portal

Supplier updates the item's minimum and maximum quantities

Suppliers provide minimum and maximum thresholds

Inventory Management

Enterprise maintains on-hand quantities in Inventory Management

Share on-hand quantities with suppliers and VMI analysts

Supplier Portal

Calculate replenishment status using on-hand quantities and minimum and maximum thresholds

Suppliers create replenishment requests

Supply Chain Collaboration

Replenishment request is transformed into an externally managed purchase requisition using the Purchase Request web service

NA

Procurement

Based on a blanket purchase agreement, a purchase order is generated from the requisition, either automatically or manually

Create and approve the purchase order

If the requisition is not automatically converted into a purchase order. You can search for requisitions requiring manual processing, using the Process Requisitions and View Requisition Lines tasks.

Enterprise users can find the number of the generated purchase requisition using the Manage Replenishment Requests page in the Supply Chain Collaboration work area.

Supplier Portal

Purchase order awaits shipment

Supplier creates an advanced shipment notice (ASN)

Supplier ships the product

Inventory Management

Enterprise receives the shipment and delivers the items

Create a receipt notice

Supplier Portal

Supplier creates an invoice or enterprise can generate the invoice on behalf of the supplier

Supplier creates an invoice

Financials

Enterprise pays supplier

Enterprise creates a payment notice

Supplier Inventory Planning Owner Flow

The VMI process flow when a supplier owns inventory planning and replenishment includes the following steps:

  1. Depending on who the min-max quantity source is for an item, the enterprise user or the supplier sets the minimum and maximum quantities for the item. If enterprise and VMI relationship scope is organization, min-max quantities are set on the item record. If enterprise and VMI relationship scope is subinventory, min-max quantities are set at the item subinventory. If supplier, min-max quantities are set on the Manage Inventory page in the Supplier Portal work area or using the Vendor-Managed Inventory Items REST service.

  2. The supplier monitors the replenishment status of items and decides which items need replenishment. If the on-hand quantity is less than the minimum quantity, the supplier creates a replenishment request.

  3. The supplier submits replenishment request, which is then transformed into an externally managed purchase requisition by Supply Chain Collaboration using the Purchase Request web service.

  4. Based on a blanket purchase agreement, a purchase order is generated from the requisition either automatically or manually by the buyer. The purchase order is then approved and ready for the supplier to fulfill. For more information on purchase agreements and purchase orders, see the Oracle Procurement Cloud Using Procurement guide.

  5. The supplier inventory manager is now able to fulfill the purchase order. They can view the open purchase order quantity in the Purchase Order Quantity column on the Manage Inventory page. They can also navigate to the open purchase orders using the Manage Orders page.

  6. The supplier inventory manager is now able to ship the product. The supplier optionally creates an advanced shipment notice (ASN) using Create ASN on the Manage Inventory page. Once an ASN is created the quantity shipped now appears as In-Transit Quantity on the Manage Inventory page.

  7. The inventory management user receives and delivers the item to its deliver-to location. The supplier inventory manager can view the items awaiting to be delivered using the Received Quantity column on the Manage Inventory page. Once an item has been delivered it will be included in the on-hand quantity.

  8. The supplier inventory manager may create an invoice, or an invoice will be automatically generated by the enterprise on behalf of the supplier. The supplier inventory manager can view the invoices associated to a specific replenishment item by using Review Item Transactions on the Manage Inventory page.

  9. The enterprise processes the invoice and generates a payment. The supplier inventory manager can view the payments associated with a specific replenishment item using Review Item Transactions on the Manage Inventory page.

VMI When Enterprise Owns Inventory Planning and Replenishment

This figure provides an overview of VMI when the enterprise owns inventory planning and replenishment:

This illustration shows VMI when the enterprise
owns inventory planning and replenishment

The following table describes the product work areas, VMI processes, and the corresponding actions.

Work Areas VMI Process Actions

Item Record

Item Subinventory Record

Enterprise maintains minimum and maximum thresholds on the item or item subinventory record. Min-max quantities can be manually updated or calculated using the Calculate Min-Max Planning Policy Parameters scheduled process. To learn more see the Oracle Supply Chain Management Cloud Using Inventory Management guide.

Share minimum and maximum thresholds with suppliers and VMI analysts

Inventory Management

Enterprise maintains on-hand quantities in Inventory Management

Share on-hand quantities with suppliers and VMI analysts

Supplier Portal

Calculate replenishment status using on-hand quantities and minimum and maximum thresholds.

Suppliers monitor replenishment status

Inventory Management

Enterprise performs inventory replenishment.

Enterprise runs min-max planning report or manually creates purchase orders. For more information, see the Oracle Supply Chain Management Cloud Using Inventory Management guide

Supplier Portal

Purchase order awaits shipment

Supplier creates an advanced shipment notice (ASN)

Supplier ships a product

Inventory Management

Enterprise receives shipment and delivers items.

Create a receipt notice

Supplier Portal

Supplier creates invoice or enterprise can generate the invoice on behalf of the supplier.

Supplier creates an invoice

Financials

Enterprise pays supplier

Enterprise creates a payment notice

Enterprise Inventory Planning Owner Flow

The VMI process flow when the enterprise owns inventory planning and replenishment includes the following steps:

  1. The enterprise user sets the minimum and maximum quantities. If the VMI relationship scope is organization, min-max quantities are set on the item record. If the VMI relationship scope is subinventory, min-max quantities are set on the item subinventory.

  2. The enterprise user can also automatically calculate min-max quantities using the Calculate Min-Max Planning Policy Parameters scheduled process. The enterprise user monitors the replenishment status of the item and decides which item needs replenishment. To replenish items, the enterprise user creates purchase orders manually or generates purchase orders automatically by running the min-max planning report. For more information about min-max planning report, see the Oracle Supply Chain Management Cloud Using Inventory Management guide

  3. Optionally, the generated purchase order can require supplier acknowledgment. The supplier is allowed to make changes to the suggested replenishment at that time. The supplier can view the requiring acknowledgment quantity in the Pending Acknowledgment column on the Manage Inventory page. They can also navigate to the purchase orders using the Manage Orders page.

  4. Once acknowledged, the supplier inventory manager is now able to fulfill the purchase order. They can view the open purchase order quantity listed in the Purchase Order Quantity column on the Manage Inventory page. They can also navigate to the open purchase orders using the Manage Orders page.

  5. The supplier inventory manager is now able to ship the product. The supplier can optionally create an advanced shipment notice (ASN) using Create ASN on the Manage Inventory page. Once the ASN is created, the quantity shipped now appears as In-Transit Quantity on the Manage Inventory page.

  6. The inventory management user receives and delivers the item to its deliver-to location. The supplier inventory manager can view the items awaiting to be delivered using the Received Quantity column on the Manage Inventory page. Once an item is delivered it will be included in the on-hand quantity.

  7. The supplier inventory manager may create an invoice, or an invoice will be automatically generated by the enterprise on behalf of the supplier. The supplier inventory manager can view the invoices associated to a specific replenishment item using Review Item Transactions on the Manage Inventory page.

  8. The enterprise processes the invoice and generates a payment. The supplier inventory manager can view the payments associated to a specific replenishment item using Review Item Transactions on the Manage Inventory page.

Vendor-Managed Inventory User Roles

The following table describes the vendor-managed inventory (VMI) user roles:

User Role Description

Vendor-Managed Inventory Analyst

An enterprise user who can perform the following tasks using Oracle Fusion Supply Chain Collaboration work area and REST services:

  • Monitor replenishment status using the Manage Inventory page and infolets

  • View on-hand quantities for replenishment items

  • View min-max inventory thresholds

  • Review replenishment item transactions

  • Monitor replenishment requests using the Manage Replenishment Requests page and the Replenishment Requests infolet

  • Monitor the replenishment life cycle by viewing replenishment item transactions and the Replenishment Life Cycle infolet

Supply Chain Application Administrator

An enterprise user who can perform the following tasks:

  • Manage VMI network relationships

  • Manage VMI analysts

  • Manage network and enterprise user data security using REST services

Supplier Inventory Manager

A supplier user who can perform the following tasks using Oracle Fusion Supplier Portal work area and REST services:

  • Monitor replenishment status using the Manage Inventory page

  • View on-hand quantities for replenishment items

  • View and provide minimum and maximum inventory thresholds

  • Create replenishment requests

  • Monitor the replenishment life cycle by viewing replenishment item transactions

B2B Messaging

Business to Business (B2B) messages exchange information among trading partners about key transactions in the planning collaboration, order-to-cash, and source-to-settle processes. Oracle Fusion Supply Chain Collaboration uses Oracle Fusion Collaboration Messaging Framework to better manage B2B communications with large numbers of suppliers. For a supplier to exchange B2B messages, you must enable the supplier site for B2B collaboration and select the service providers and B2B messages that apply to them.

Using the Supply Chain Collaboration work area, the collaboration planner can:

  • View a count of the failed and undelivered messages.

  • View details of the failed and undelivered messages.

  • Contact the B2B administrator to investigate the failed and undelivered messages and reprocess them.

Supply Chain Collaboration Setup

How You Set up Supply Chain Collaboration

You can define the configuration settings for Oracle Fusion Supply Chain Collaboration in the Setup and Maintenance work area.

The following table describes the tasks to set up Supply Chain Collaboration:

Setup Tasks Description

Manage supply chain collaboration settings

You can manage the settings for Supply Chain Collaboration

Manage supply chain collaboration messages

You can create your own messages, but it is recommended to use the predefined messages and edit the messages

Manage supply chain collaboration lookups

You can edit only the names of those predefined lookups for which extensibility is enabled

Enable Supply Chain Collaboration

In the Offerings work area, enable the Supply Chain Collaboration feature:

  • Offering: Manufacturing and Supply Chain Materials Management

  • Functional Area: Supply Chain Collaboration

  • Opt In Task: Click Enable to make Supply Chain Collaboration available to suppliers.

Enable Planning Collaboration

In the Offerings work area, enable the Planning Collaboration feature:

  • Offering: Manufacturing and Supply Chain Materials Management

  • Functional Area: Supply Chain Collaboration

  • Feature: Planning Collaboration

  • Opt In Task: Click Enable to make the Planning Collaboration feature available in Oracle Fusion Supply Chain Collaboration.

Enable Vendor-Managed Inventory

In the Offerings work area, enable the Vendor-Managed Inventory feature:

  • Offering: Manufacturing and Supply Chain Materials Management

  • Functional Area: Supply Chain Collaboration

  • Feature: Vendor-Managed Inventory

  • Opt In Task: Click Enable to make the Vendor-Managed Inventory feature available in Oracle Fusion Supply Chain Collaboration.

Manage Supply Chain Collaboration Settings

How You Manage Supply Chain Collaboration Settings

In Oracle Fusion Supply Chain Collaboration, you can set multiple attributes for supply planning collaboration and vendor-managed inventory.

  • Supply planning collaboration settings allow you to adjust data access and collaboration boundary settings.

  • Vendor-managed inventory settings allow you to adjust data access and replenishment settings, such as requisition requester.

Overview of Supply Chain Collaboration Data Access

Trading partner collaboration data is commercially sensitive and should be handled carefully. Trading partners would not want the data to be available to unauthorized personnel or shared with competitors. Oracle Fusion Supply Chain Collaboration provides a security framework that enables enterprise collaboration planners and vendor-managed inventory analysts to access only the data that is assigned to them.

Both supply collaboration and vendor-managed inventory allow you to enable or disable enterprise data security.

For example, you have users with the following security context:

Name Security Context Context Value

User 1

Full Access

NA

User 2

Supplier

S1

User 3

Supplier

S2

User 4

not configured, but has access to Supply Chain Collaboration

NA

And, you have the following relationships:

Number Supplier Organization

100

S1

O1

200

S1

O2

300

S2

O1

400

S3

O3

You can enable data security and specify the default access mode being inclusive or exclusive:

  • Inclusive: If the data access is inclusive, the users have access to all suppliers explicitly granted to them and the suppliers that do not have at least one other user assigned. You use the inclusive access mode if most of the relationships are accessible to all users and only a few relationships are confidential.

    This figure illustrates the users with inclusive data access.

    This illustration shows configuration of users
with inclusive data access
    • User 1, as a full access user, has access to order forecast data for all relationships

    • User 2 has access to order forecast data for relationships 100, 200, and 400

    • User 3 has access to order forecast data for relationships 300 and 400

    • User 4, who is not configured as a collaboration planner, has access to order forecast data for relationship 400

  • Exclusive: If the data access is exclusive, the users have access only to the suppliers explicitly granted to them. The exclusive access mode is restrictive. You use the exclusive access mode if all the relationships are confidential and you need to explicitly grant access to a few relationships to the user.

    This figure illustrates the configuration of users with exclusive data access.

    This illustration shows configuration of users
with exclusive data access
    • User 1, as a full access user, has access to order forecast data for all relationships

    • User 2 has access to order forecast data for relationships 100 and 200

    • User 3 has access to order forecast data for relationship 300

    • User 4, who is not configured as a collaboration planner, does not have access to any order forecast data

Implementation Considerations

When securing enterprise users, it is recommended to select one hierarchy for each user. When adding the organization security context, you grant the user access to all suppliers shipping items to the ship-to organization. Conversely, when adding the supplier security context, you grant the user access to all suppliers shipping items from the ship-from supplier. If you want to use more than one hierarchy, it is recommended to use the drill to feature to verify the list of relationships the user has access to.

Data access controls the transaction data for both supply planning collaboration and vendor-managed inventory. It does not control access to administration and setup data, such as managing supply collaboration networks and managing vendor-managed inventory networks.

Collaboration Planning Data Access

In Oracle Fusion Supply Chain Collaboration, collaboration planning data access provides the ability to restrict enterprise collaboration planner's access to only the collaboration order forecasts that are assigned to them.

You can do the following:

  • Secure order forecast data by suppliers, supplier sites, and organizations.

  • Assign suppliers, supplier sites, or organizations to collaboration planners.

  • Limit the data displayed on Supply Planning Collaboration infolets.

  • Limit the collaboration order forecasts returned on the Manage Order Forecast Commits page.

Data access controls only the order forecast data. The administration data, such as collaboration relationships will be visible to users with the Supply Chain Application Administrator role.

Configure Collaboration Planning Data Access

To configure the data access in Oracle Fusion Supply Chain Collaboration:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, on the Collaboration Planning tab, the Data Access Security section, set the Enable data access security option to one of the following values:

    • No to disable access to manage collaboration planners, search for relationships by collaboration planner, or restrict access to enterprise users by using supplier or supplier site. This is the default value.

    • Yes to enable access to manage collaboration planners, create and edit collaboration planners, search for relationships by collaboration planner, and restrict access to enterprise users by using supplier or supplier site.

  3. If the Enable data access security option is set to Yes, set Allow full access if no data access is assigned to one of the following values:

    • No (exclusive) to enable collaboration planners access to supplier sites explicitly granted to them. This is the default value.

    • Yes (inclusive) to enable collaboration planners access to all supplier sites explicitly granted to them and to supplier sites that don't have at least one other active collaboration planner assigned.

  4. Click Save and Close.

Vendor-Managed Inventory Data Access

In Oracle Fusion Supply Chain Collaboration, vendor-managed inventory (VMI) data access provides the ability to restrict enterprise VMI analyst's access to only the VMI replenishment data that's assigned to them.

You can do the following:

  • Secure VMI data by suppliers and organizations.

  • Assign suppliers or organizations to VMI analysts.

  • Limit the data displayed on VMI infolets.

  • Limit the replenishment items displayed on the Manage Inventory page.

  • Limit the replenishment requests displayed on the Manage Replenishment Requests page.

VMI data access controls only the VMI data. The administration data, such as VMI relationships is visible to users with the Supply Chain Application Administrator role.

Configure Vendor-Managed Inventory Data Access

To configure the vendor-managed inventory (VMI) data access in Oracle Fusion Supply Chain Collaboration:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, on the Vendor-Managed Inventory tab, the Data Access Security section, set the Enable data access security option to one of the following values:

    • No to disable access to manage VMI analysts and search for replenishment items and replenishment requests by VMI analysts. This is the default value.

    • Yes to enable the Supply Chain Application Administrator or Vendor-Managed Inventory Application Administrator to create VMI analysts to set the default access behavior for relationships that don't have an analyst resolved to it.

  3. If the Enable data access security option is set to Yes, set Allow full access if no VMI analysts are assigned to one of the following values:

    • No (exclusive) to enable relationships that have VMI analysts assigned to access replenishment items and replenishment requests for the relationships. This is the default value. This access isn't applicable to VMI analysts with full access.

    • Yes (inclusive) to enable all VMI analysts access to replenishment items and replenishment requests for all the relationships.

  4. Click Save and Close.

Configure Vendor-Managed Inventory Replenishment Settings

You need a default requisition requester who will be listed as the requisition requester on the generated purchase requisition. You can add a requisition requester when configuring a vendor-managed inventory (VMI) relationship, which will override the default requisition requester. If you don't define a default requisition requester, the replenishment request can't create a purchase requisition and will result in a failed status.

To configure the vendor-managed inventory replenishment settings in Oracle Fusion Supply Chain Collaboration:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, on the Vendor-Managed Inventory tab, the Replenishment Settings section, select the requisition requester in the Default Requisition Requester field.

  3. Click Save and Close.

Collaboration Boundaries

By default, in Oracle Fusion Supply Chain Collaboration, collaboration planners and suppliers cannot update order forecast quantities and make commitments for time buckets whose start date is in the past.

You can set the collaboration boundaries to enable this behavior so that:

  1. Collaboration planners and contract manufacturers can edit order forecasts and commit on behalf of suppliers for past dates

  2. Suppliers can provide commitments for past dates

Note: Oracle Fusion Supply Planning does not accept supplier commits in the past buckets.

Set Collaboration Boundaries

To set the collaboration boundaries in Oracle Fusion Supply Chain Collaboration:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, on the Collaboration Planning tab, the Collaboration Boundaries section, set Dates in the past open for current order forecast and commit collaboration option to one of the following values:

    • Days to select the number of days in the past until when you can update the order forecasts and commits. The default value for number of days is zero.

    • Current Week to update the order forecasts and commits for the days in the past for the current week.

    • Current Period to update the order forecasts and commits for the days in the past for the current period.

  3. Click Save and Close.

Create Aggregated Time Buckets Without Order Forecast Values at Week or Period Level

By default, order forecasts are stored and displayed only in time buckets where a forecast value exists. You can enable the creation of empty time buckets for weeks or periods that don't contain order forecast values using the Manage Supply Chain Collaboration Settings page.

When you view order forecasts on the Edit Order Forecast Details page, you can see time buckets for each collaboration relationship. These time buckets start with the first available order forecast and continue to the end of the commit horizon.

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, on the Collaboration Planning tab, the Collaboration Settings section, select Yes for Create aggregated time buckets for weeks or periods that don't contain values. The default value is No.

  3. Click Save and Close.

Enable Collaboration Using External Source Systems

You can enable collaboration using external source systems and define the item catalog to use for external items on the Manage Supply Chain Collaboration Settings page.

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, Collaboration Planning tab > Source Systems section, select Yes for Enable collaboration using external source systems. The default value is No.

  3. Select an item catalog to resolve the item categories for external items.

  4. Click Save and Close.

Set Default Order Forecasts and Commits Values to Download

You can set the default order forecasts and commits values to download and optionally lock the parameters on the Manage Supply Chain Collaboration Settings page.

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Settings task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Settings

  2. On the Manage Supply Chain Collaboration Settings page, on the Collaboration Planning tab, the Forecast Download Defaults section, set the default values for layout, measures, horizon, commit quantities, and aggregation level.

    Note: The commit quantities override the current commit quantities.
  3. Optionally, click the lock icon to hide the attribute selection from the collaboration planner.

  4. Click Save and Close.

Manage Supply Chain Collaboration Messages

How You Manage Supply Chain Collaboration Messages

Oracle Fusion Supply Chain Collaboration provides a set of predefined messages. You can create additional Supply Chain Collaboration messages or edit the existing messages in the Setup and Maintenance work area.

Create New Supply Chain Collaboration Messages

To create a new message:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Messages task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Messages

  2. On the Manage Supply Chain Collaboration Messages page, click Actions > New.

  3. On the Create Message page, enter the message details.

  4. Click Save and Close.

Edit Supply Chain Collaboration Messages

To view and edit the predefined messages:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Messages task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Messages

  2. On the Manage Supply Chain Collaboration Messages page, select Supply Chain Collaboration in the Application field, and click Search. The available messages appear.

  3. Select a message row and click Actions > Edit.

  4. On the Message Properties page, edit the Short Text attribute for the message.

    Note: You must not edit any existing message values.
  5. Click Save and Close.

Manage Supply Chain Collaboration Lookups

View Supply Chain Collaboration Lookups

Oracle Fusion Supply Chain Collaboration provides a set of predefined lookups. Additional setup isn't required for Supply Chain Collaboration lookups.

To view the predefined lookups:

  1. In the Setup and Maintenance work area, use the Manage Supply Chain Collaboration Lookups task:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Functional Area: Supply Chain Collaboration

    • Task: Manage Supply Chain Collaboration Lookups

  2. On the Manage Supply Chain Collaboration Lookups page, search for the available lookups.

    Note: You must not edit any existing lookup values. If required, you can edit the Meaning attribute for a lookup.

Predefined Lookups in Supply Chain Collaboration

The following table lists the predefined lookups available for Oracle Fusion Supply Chain Collaboration:

Lookup Name Usage Lookup Value Description

ORA_VCS_AGGREG_LEVEL

  • This is a list of bucket forecast aggregation levels that are displayed in the pivot table

  • System lookup

  • No extension possible

ORA_VCS_WEEK_DAY

ORA_VCS_PERIOD_DAY

ORA_VCS_PERIOD_WEEK

  • Aggregation of data by a week and a day in the pivot table

  • Aggregation of data for a defined period and a day in the pivot table

  • Aggregation of data for a defined period and a week in the pivot table

ORA_VCS_COLLAB_TYPE_CODE

  • This is a list of collaboration type codes that are allowed

  • System lookup

  • No extension possible

ORA_VCS_SUPPLY_PLAN

Collaboration on supply forecast with external partners

ORA_VCS_PLAN_BUCKET_TYPE

  • This is a list of bucket types that are allowed

  • System lookup

  • No extension possible

ORA_VCS_DAILY

ORA_VCS_WEEKLY

ORA_VCS_MONTHLY

  • Daily bucket

  • Weekly bucket

  • Monthly bucket

ORA_VCS_PLAN_EDIT_OPTIONS

  • This is a list of options that are available to perform a mass update to a forecast document

  • System lookup

  • No extension possible

ORA_VCS_CURRENT_FORECAST_VAL

ORA_VCS_PREVIOUS_COMMIT_VAL

ORA_VCS_INPUT_VAL

  • Populate the committed quantity for all selected records with the forecast value

  • Populate the committed quantity for all selected records with the previous committed value

  • Populate the committed quantity for all selected records with the value provided

ORA_VCS_PLAN_WATCHLIST

  • This is the collaboration plan watch list category

  • System lookup

  • No extension possible

ORA_VCS_PLAN_ENT_USER_SAVED

Collaboration plan search saved by a user

ORA_VCS_PROCESS_STATUS

  • This is a list of statuses of the forecast commitment process

  • System lookup

  • No extension possible

SUCCESS

FAILURE

PARTIAL SUCCESS

IN_PROCESS

  • Status if all records are processed successfully

  • Status if no records are processed successfully

  • Status if some records are processed successfully

  • Status if some records are currently being processed

ORA_VCS_PUBLISHER_ORDER_CODE

  • This is a list of publisher order codes that are allowed

  • System lookup

  • No extension possible

ORA_VCS_SUPPLY_FORECAST

ORA_VCS_SUPPLY_COMMIT

  • Forecast to supplier

  • Commitment from supplier

ORA_VCS_WEEKDAY

  • This is a list of allowed weekdays in the correct order

  • System lookup

  • No extension possible

ORA_VCS_WEEKDAY_SUNDAY

ORA_VCS_WEEKDAY_MONDAY

ORA_VCS_WEEKDAY_TUESDAY

ORA_VCS_WEEKDAY_WEDNESDAY

ORA_VCS_WEEKDAY_THURSDAY

ORA_VCS_WEEKDAY_FRIDAY

ORA_VCS_WEEKDAY_SATURDAY

  • This is Sunday

  • This is Monday

  • This is Tuesday

  • This is Wednesday

  • This is Thursday

  • This is Friday

  • This is Saturday