2Planning Source Systems and Profile Options

This chapter contains the following:

Manage Trading Community Source Systems for Data Collections

The Oracle Fusion source system is predefined in the Trading Community Model. For a new installation, the name of the predefined Oracle Fusion source system is OPS. If the installation is an upgrade, the existing name of the source system is used.

If you plan to collect data from external source systems, each source system must first be added to the Manage Trading Community Source Systems page in the Setup and Maintenance work area. Here, the external source system indicates that the source system is not connected to any other Oracle Fusion applications. For example, you may want to collect data for Oracle Fusion Global Order Promising Cloud from an external source system.

To reference a source system in a collections process, you must select the Enable for Order Orchestration and Planning check box. To open the Manage Trading Community Source Systems page, navigate to the Setup and Maintenance work area, and select the Supply Chain Planning offering. On the Setup: Supply Chain Planning page, click the Supply Chain Planning Configuration functional area. On the Supply Chain Planning Configuration page, you may have to select All Tasks from the Show drop-down list to view the Manage Trading Community Source System task.

The types of source system are explained in detail in the Managing Planning Source Systems for Data Collections: Explained topic.

To populate the planning data repository, also known as the order orchestration and planning data repository, you collect data from the Oracle Fusion source system. On the Manage Planning Source Systems page in one of the Supply Chain Planning work areas, enable organizations for collections. Depending on your security privilege, you can also enable organizations from the Setup and Maintenance work area.

In the Setup and Maintenance work area, use the following:

  • Offering: Supply Chain Planning

  • Functional Area: Supply Chain Planning Configuration

  • Task: Manage Planning Source Systems

The Oracle Fusion Source System

The Oracle Fusion source system is included as a source system for data collection. Supply chain planning, order orchestration, and order promising processes use data that are stored in the planning data repository. You ensure the Collections Allowed check box is enabled and manage which organizations you enable for collections.

To open the Manage Trading Community Source Systems page, navigate to the Setup and Maintenance work area and use the following:

  • Offering: Supply Chain Planning

  • Functional Area: Supply Chain Planning Configuration

  • Task: Manage Trading Community Source System

External Source Systems

You can also allow collections for external source systems if you will be loading planning data from files for Oracle Fusion Global Order Promising. You must first define the external source system on the Manage Trading Community Source Systems.

There are two types of external source systems: Others and External.

Version External

The version External source system indicates that the source system is not connected to any other Oracle Fusion applications. This source system is not integrated with Oracle Fusion Product Data Model, Oracle Fusion Trading Community Model, and Oracle Fusion Order Management Cloud. The external source system is also referred as a completely external source system. You cannot enable any other source system settings that are related to other Oracle Fusion applications. You can select the Collections allowed check box now or later depending on when you want to start collecting data. This enables the source system for data collections using the file-based import process.

Version Others

The version Others source system indicates that the source system is connected to other Oracle Fusion applications. This source system is integrated for Oracle Fusion Product Data Model, Oracle Fusion Trading Community Model, and Oracle Fusion Order Management Cloud. The following conditions are applicable when the external source is Others.

  • External system data for Items, Item Structures, and Catalogs is uploaded to Oracle Product Data Model Cloud

  • External system data for Customers, Customer Sites, Regions and Zones is uploaded to Oracle Trading Community Model Cloud

  • External system data for Sales Orders is uploaded to Oracle Order Management Cloud

For more information on types of data that can be collected for each source system, see the Import Templates Used to Create CSV Files for Supply Chain Planning topic.

Organizations Enabled for Data Collections

The process for enabling organizations varies depending on the version of the source system.

To enable organizations for data collections when the source system version is Oracle Fusion, perform the following steps:

  1. Click the Manage Organization List button for your Oracle Fusion source system.

  2. Click the Refresh Organization List button to update the organizations list

  3. Select the Enable for Collections check box for the organizations from which you want to collect data.

Tip: When performing collections during your initial setup, collect order orchestration reference objects from the predefined Oracle Fusion source system, and consider collecting organizations. After enabling organizations for collection, collect organizations first. You can confirm the collection results on the Supply Network Model page.

To enable organizations for data collections when the source system version is External (completely external source system), upload organizations using the file-based import process. The organizations are automatically enabled for collections.

To enable organizations for data collections when the source system version is Others, perform the following steps:

  1. Define an organization as an item-organization in the product data model.

  2. Upload the organization using the file-based import process and associate the organization with Others source system.

For Planning Central, Supply Planning, Demand Management, and Order Promising work areas, set profile options to specify the following:

  • The profile option used by Supply Chain Planning processes

  • The sourcing assignment set and lead time multiplier used by the Check Availability process

  • The number of minutes that the results from the Check Availability process remain valid on the Check Availability page, as well as whether the check availability page displays analytics

  • The number of default display days for the Review Supply Availability page, as well as the organization calendar to be used for supply buckets in the Supply Availability report

  • The category set used when assignment sets are created

Use the Manage Planning Profile Options task from one of the Supply Chain Planning work areas to open the Manage Planning Profile Options page. From this page, you can manage all of the profile options except the following:

  • Order Promising Sourcing Assignment Set

  • Order Promising Horizon in Days

To manage these two profile options, use the Manage Administrator Profile Values task in the Setup and Maintenance work area to open the Manage Administrator Profile Values page. On the Manage Administrator Profile Values page, search for the profile option code MSP. The search results will also include the External ATP Web Service Enabled profile option that must remain set to No in the current release.

For more information about profile options, see the Define Profile Options section in the Oracle SCM Cloud Implementing Common Features for Oracle SCM Cloud guide.

Supply Chain Planning Processes

This table lists the profile options that affect Supply Chain Planning processes. If the profile option does not have a default value, the Default Value column in the table is shown as Not applicable.

Profile Option Display Name Default Value Effect

Catalog for Sourcing Assignments

Not applicable

Defines the catalog to be used when defining sourcing assignment sets.

Decimal Precision for Quantity Display

3

Sets the precision to which quantities are rounded for display in planning products.

Default Bookings History Measure

Booked Item by Booked Date

Specifies the default bookings history measure to use in demand forecasting.

Default Capacity Display Calendar

Not applicable

Specifies the default calendar to use for the display of supplier capacity and resource availability in supply plans.

Default Shipments History Measure

Requested Item by Shipped Date

Specifies the default shipments history measure to use in demand forecasting.

Disable Search Warning in Planning Pages

No

Defines whether to disable the displaying of a warning when users try to run a search without including certain key criteria used to limit the amount of information returned.

Enable Data Security for Planning

No

Enables planning data security to determine access to Item, Organization, Customer, and Supplier data.

Fixed Plan Start Date

Not applicable

Specifies the fixed plan start date for planning applications, and in order promising, for selected organizations using the MM/DD/YYYY date format.

Full Data Access Allowed for Entities with No Conditions Defined

Yes

Enables full data access allowed, instead of no data access allowed, for entities with no data access conditions defined.

Maximum Rows Displayed in Planning Search Pages

100000

Sets the maximum number of rows to display for searches that return large volumes of data.

Plan to Display Automatically

Not applicable

Specifies the name of the plan to be automatically displayed.

Share Plan Partitions

No

Specifies whether a customer environment is partitioned by each plan. When enabled, a single partition is created for all plans.

Check Availability Process

This table lists the profile options that affect the Check Availability process. If the profile option does not have a default value, the Default Value column in the table is shown as Not applicable.

Profile Option Display Name Default Value Effect

Order Promising Sourcing Assignment Set

Not applicable

Defines which sourcing assignment set will be used by the supply allocation and check availability processes

Order Promising Horizon in Days

700

Sets the number of days into the future for which Oracle Fusion Global Order Promising can schedule orders. Demands with dates after the horizon cutoff are not scheduled.

Supplier Capacity Accumulation Lead Time Multiplier

1

Defines the multiplier of the approved supplier list lead time to be used to determine the date when to begin the accumulation of supplier capacity

Check Availability Page

This table lists the profile options that affect the Check Availability page.

Profile Option Display Name Default Value Effect

Timeout for Check Availability Results

10

Sets the number of minutes that the results returned by the Check Availability process will remain valid on the Check Availability page

Analytics for Check Availability Page Enabled

Yes

If enabled, the Check Availability page will display analytics

Fulfillment Line Distribution Analytic Days for First Date Range

2

Sets the number of days for the first lateness range in the Fulfillment Line Distribution analytic

Fulfillment Line Distribution Analytic Days for Second Date Range

7

Sets the number of days for the second lateness range in the Fulfillment Line Distribution Analytic

Fulfillment Line Distribution Analytic Days for Third Date Range

14

Sets the number of days for the third lateness range in the Fulfillment Line Distribution Analytic

Review Supply Availability Page and Supply Availability Report

This table lists the profile options that affect the Review Supply Availability page and the Supply Availability report. If the profile option does not have a default value, the Default Value column in the table is shown as Not applicable.

Profile Option Display Name Default Value Effect

Default Display Days in Review Supply Availability Page

21

Sets the number of horizon days for the Review Supply Availability page if end date was not entered on the Check Availability page

Organization Calendar for Supply Buckets in Supply Availability Report

Not applicable

Defines the organization calendar to use for the weekly and period supply buckets in the Supply Availability report

Assignment Set, Assignment Level Selection

This table lists the Sourcing Rule Category Set profile option. There is no default value for the Sourcing Rule Category Set profile option. You must define a value for the Sourcing Rule Category Set profile option to have the assignment levels that include categories available as choices for assignment level when creating assignment sets.

Profile Option Display Name Effect

Sourcing Rule Category Set

Determines which category set is used when defining assignment sets

From the list of organizations for each source systems, you designate which organizations will have their data collected when a collections process collects data from the source system.

Deciding Which Organizations to Enable for Collections

To determine which organizations to enable for collections, analyze the sourcing strategies for your company, the type of organization for each organization in the list, and any other business requirements that would determine whether system resources should be expended to collect data from that organization. If the data from that organization would never be used by order promising or order orchestration, no need to collect the data.

For example, consider a scenario where the list of organizations for a source system includes 20 manufacturing plants and 10 distribution centers. Because the business requirements specify that the movements of materials from the manufacturing plants to the distribution centers are to be controlled separately from order orchestration and order promising, there are no sourcing rules that include transferring from one of the manufacturing plants. For this scenario, you would only enable the 10 distribution centers for collections.

If your source systems include usage of flexfields to capture additional attributes, you can map the flexfields from the source system to the destination system. Use the Manage Planning Source Systems task to map the descriptive flexfields.

Oracle Fusion source systems support the descriptive flexfield segment values from multiple source systems. This capability enables you to combine flexfield attributes on the same entity from multiple sources.

Perform the following procedure to define the flexfield mappings:

  1. In the Setup and Maintenance work area, select the Supply Chain Planning offering.

  2. On the Setup: Supply Chain Planning page, click the Supply Chain Planning Configuration functional area.

  3. In the Supply Chain Planning Configuration list of all tasks, click the Manage Planning Source Systems task.

  4. On the Manage Planning Source Systems page, select your destination system.

  5. In the Source Systems section, select a source system, click Actions, and then click Define Flexfield Mapping.

  6. In the Define Flexfield Mapping dialog box, map the source entities for the available source and destination flexfields.

  7. Click Save and Close.