3Order Promising Demands Management

This chapter contains the following:

Use the Manage Order Promising Demands page in the Order Promising work area to analyze and reschedule order backlog. You can create simulation demands or perform inquiries to check availability and view potential promising results for a demand.

In simulation mode, you can update order attribute lines for multiple orders to improve scheduling results. Supply for an item is not committed until you schedule a fulfillment line. You schedule your orders when the promising results match your requirements.

Performing Actions on the Manage Order Promising Demands Page

You can perform the following actions on the Manage Order Promising Demands page:

  • Check availability and schedule orders

  • Review the Supply Availability report to understand the supply status of an item in an organization or across different organizations

  • Review the Supply Allocation report to understand the allocation of supply of an item to demand classes if allocations have been created

  • Review the ATP rule, sourcing rule, and allocation rule details

  • Review the distribution of item-specific demand scheduling in a pie chart that includes the percentage of delayed orders for an item

  • Review item availability details, such as available quantity, shelf quantity, and allocated quantity, for an organization or across different organizations

Managing Order Backlog

To manage order backlog on the Manage Order Promising Demands page, you can do the following:

  • Drill down from the key performance metrics available on the Order Promising Summary page layout

  • Drill down from the key performance metrics available in the predefined analytics

  • Drill down from the analytics you created using predefined measures and graph types

The Manage Order Promising Demands page contains two analytics that provide information about the quality of your scheduling results and item availability. When you select a fulfillment line on the Manage Order Promising Demands page, the Analytics section displays the following two analytics:

  • Demand Line Scheduling Distribution analytic

  • Item Availability analytic

Demand Line Scheduling Distribution Analytic

Use the Demand Line Schedule Distribution analytic when you want to understand the order promising performance based on the customer, item, category, and organization combinations. The analytic shows a percentile breakdown of the on-time vs delayed order distribution for an order. The delayed orders are shown in categorized ranges.

Item Availability Analytic

Use the Item Availability analytic to view the item availability by organization, supplier, or both. The analytic provides the count of available items at various organizations and suppliers. The organizations and suppliers are identified based on how you setup your global sourcing rule. If the item in the selected fulfillment line has any alternate or substitute items configured, the Items drop-down list is populated with the alternate items.

The Item Availability analytic displays the item quantities in the following categories:

  • Shelf quantity: The amount of collected supply available for a given item-organization or supplier location, after Oracle Fusion Global Order Promising is restarted.

  • Allocated quantity: The amount of supply that has been set aside to meet the orders so far.

  • Available quantity: The amount of supply available to fulfill new orders, but not yet allocated. Available quantity is the difference between shelf quantity and allocated quantity.

Arrival Sets

An arrival set is a set of order lines grouped together to arrive at a destination on the same date. The order lines can ship from different warehouses on different days, but they arrive together at the destination regardless of the shipping method or ship-from location.

For example, when you order a computer, the peripherals such as the mouse and keyboard can ship from different sources on different dates. To use the computer efficiently, you would want the peripherals to arrive on the same day that the computer arrives. To ensure that the peripherals arrive on the same date, you group all of the orders into an arrival set.

Grouping order lines into an arrival set enables you to perform functions related to multiple order lines in a group.

How Global Order Promising Promises Order Lines in an Arrival Set

Oracle Fusion Global Order Promising can promise order lines that are managed by external order management systems and grouped into arrival sets. It can independently determine the best ship-from location and shipping method for each line in an arrival set. When you check availability for an order line within an arrival set, Global Order Promising checks availability for all the order lines in that arrival set. If one or more order lines are delayed, the scheduled date of all the order lines is aligned with the latest arrival date of the most delayed order line.

All order lines in an arrival set have the same attribute values such as arrival date, customer, and customer site information. When you add a new order line to an arrival set, its attribute values must match the attribute values of the other order lines in that arrival set.

Order promising respects override schedule for arrival sets. For example, when you override schedule and provide the scheduled shipment date, order promising automatically calculates the scheduled arrival date. And when you provide scheduled arrival date, it calculates the scheduled shipment date.

For order promising to derive accurate dates, all lines must have the same shipment date or arrival date. They must have the same ship-from organization, ship-to location, and shipping method.

To view an arrival set and its order lines:

  1. In the Order Promising work area, click Open on a page layout.

  2. In the Open Table, Graph, or Tile Set dialog box, search for and select the Manage Order Promising Demands table, and click OK.

  3. In the Search area, use the Set Name field to search for the arrival set that you collected from your external source system. You can also use the Set Name field to search for a ship set.

  4. Use the Set Type column in the search results region to see if a set is a ship set or an arrival set.

Check Availability

Click the Check Availability button on the Manage Order Promising Demands page in the Order Promising work area to explore alternative ways of promising a batch of one or more fulfillment lines. The fulfillment lines presented on the Check Availability page contain promising result attributes. The promising results are presented in a simulation mode. No supply is committed until you schedule a fulfillment line.

When you navigate to the Check Availability page from the Order Management work area, the batch of fulfillment lines you selected are presented in a default priority order based upon requested dates. The initial check availability results present the promising result that minimizes delay for each fulfillment line after checking for availability in the default priority order. You make changes to fulfillment lines, such as changing priorities, changing the requested ship-from warehouse, or removing fulfillment lines from shipment sets, to explore other options for promising. You schedule the promising results that meet your objectives. For example, you may choose to schedule a result with less cost but more delay than what was originally suggested.

When you review the fulfillment lines, you review the following sets of attributes for each fulfillment line:

  • Promising results attributes

  • Requested attributes

  • Scheduled attributes

Promising Results Attributes

Promising results are reflected in the set of attributes that begin with available or expected, such as the Available Item, Available Quantity, and Expected Ship-from Warehouse attributes. These are the values for the simulated promising results determined by the Check Availability process. You cannot directly change the values for these attributes. You can influence the values for these attributes by changing other attributes, such as the Requested Ship-from Warehouse attribute, and then refreshing your results or viewing availability options. Until you schedule a fulfillment line, you are in a simulation mode. The values specified for the available attributes and the expected attributes are not committed until you schedule the applicable fulfillment line.

You review the values of the available attributes and expected attributes to evaluate the availability result suggested for the fulfillment line. For example, you explore promising possibilities for a fulfillment line with the requested item set to item X1234, the requested ship date set to 20-Dec-2011, and no substitutions allowed. The availability result suggests item X1234, the requested item for the available item, and a delayed expected ship date of 28-Dec-2011. You change the fulfillment line to allow substitutions, and refresh results. The availability result now specifies Y4567, a substitute item, for the available item, and a no-delay-expected ship date of 20-Dec-2011.

Requested Attributes

The values for the attributes that begin with requested, such as the Requested Item attribute and the Requested Ship-from Warehouse attribute, are initially determined by what the values are when you select the line in the Order Management work area. You cannot change the values for many of the requested attributes, such as the Requested Item attribute, the Requested Quantity attribute, and the Requested Ship Date attribute. You can change or clear the values for the Requested Ship-from Warehouse attribute and the Requested Shipping Method attribute. There are also some additional attributes you can change, such as whether substitutions are allowed, to influence the results when you explore other promising option.

When you click on a fulfillment line, the attributes that are editable are enabled for edits.

Scheduled Attributes

The attributes that begin with scheduled, such as the Scheduled Ship-from Warehouse, have values if the fulfillment line was previously scheduled when selected in the Order Management work area. You check availability for fulfillment lines that are scheduled, but not yet shipped, to explore whether you can find improved promising results. The scheduled attributes are presented for your reference. Your changes to the requested attributes on the Check Availability page do not change the values for any scheduled attributes until you choose to schedule a fulfillment line. When you schedule a fulfillment line, the fulfillment line is returned to the Order Management work area with the values for the scheduled parameters copied from the promising results attributes for that line. After you schedule a fulfillment line on the Check Availability page, the fulfillment line is no longer displayed on the page.

Refresh Results

You refresh results to obtain new promising availability results for your batch of fulfillment lines contained on the Check Availability page. Each time you refresh results, all of the fulfillment lines in your batch are sent to the Order Promising engine in the sequence specified in the Override Priority field using the attributes values currently specified for each fulfillment line. You refresh results to obtain new availability results after making changes to one or more fulfillment lines. When you refresh results, the previous results will be replaced. Only one set of results are displayed at a time.

You also refresh results to obtain current availability results when one or more of your availability results expire. Each time you refresh results, the availability results are determined using the latest availability information in the Order Promising engine. The availability results obtained when you refresh results may be quite different from the original results if changes to supply or demand occurred due to other promising transactions for similar items.

This topic explains the following three aspects regarding refreshing results:

  • Why you refresh results

  • Why results expire

  • What happens when you refresh results

Why You Refresh Results

You refresh results for two reasons. One reason you refresh results is to obtain new promising availability results using the changes you have made to attributes on your fulfillment lines. Another reason you refresh results is to obtain new promising availability results after one or more of your availability results have expired.

Why Results Expire

When you check availability, the promising results are based upon the latest availability information contained in the Order Promising engine. Because the availability information may change due to other promising transactions for similar items, a time limit is set for how long your promising results will remain valid. You can view the time remaining before your results expire on the Check Availability page. When the time limit is reached, the availability results for all of the fulfillment lines in your batch of fulfillment lines expire.

Tip: If you have found promising results that meet your objectives for one or more of your fulfillment lines, schedule the applicable fulfillment lines before your results expire. The same promising results may not be available after you refresh results because other promising transactions may have used the supply.

Fulfillment lines also expire due to actions you take, such as selecting a different availability option, for higher priority fulfillment lines within your batch of fulfillment lines. Because the promising results are determined according to the priority order of the fulfillment lines, changes to the supply used by a higher priority fulfillment line can affect the supply available for a lower priority line. Because the affect on supply cannot be determined until you check for availability results again, the results for the lower priority lines are expired when you make changes to a higher priority line.

Tip: Before you change higher priority lines, consider the promising results for your lower priority fulfillment lines. Schedule any lower priority fulfillment lines with availability results that you don't want to risk losing.

What Happens When You Refresh Results

When you refresh results the Check Availability process runs again for all fulfillment lines in your batch of fulfillment lines regardless of what lines are selected. The fulfillment lines are processed in the order of the override priorities. If you have made changes to any of the requested attributes for any of your fulfillment lines, the new attribute values are used as inputs to the Check Availability process. When the process completes, your fulfillment lines contain the new promising results, the time out expiration is reset, and the results-expire countdown begins again.

Tip: Before you refresh results, schedule any fulfillment lines with results that you don't want to risk losing. When you refresh results, all fulfillment lines on the Check Availability page are refreshed.

Availability Results

How Availability Results Are Determined

When you check availability, the Order Promising process returns a result for each fulfillment line that minimizes the lateness for each fulfillment line in your batch of fulfillment lines. The batch of fulfillment lines is processed in a sequential order. Fulfillment lines later in the sequence may be affected by the soft pegging of supply for fulfillment lines earlier in the sequence.

Settings That Affect Availability Results

Numerous settings affect what results are determined when you check availability. The settings fall into the following three categories:

  • The values for the requested attributes and the Splits Allowed and Substitutions Allowed attributes on the fulfillment line

    The more specific and restrictive the values are for the attributes of a fulfillment line, the less flexibility the Order Promising process has when considering promising options for that line. The following is the most restrictive combination of attributes:

    • A ship-from warehouse is specified

    • A shipping method is specified

    • Splits are not allowed

    • Substitutions are not allowed

  • Order promising rules applicable to the item organization being requested

    One or more of the following rules may be applicable:

    • Available-to-promise (ATP) rules

    • Sourcing rules

    • Allocation rules

  • Supply and demand in the order promising engine

    Each time you check availability or refresh results, the current status of supply and demand in the order promising engine is used. Because other promising activity may affect the available supply, you can receive different promising results even if you refresh results with the same values specified for your fulfillment lines.

How Availability Results Are Determined

While the Check Availability logic may find many availability options for each fulfillment line contained in your batch of fulfillment lines, only one availability result is presented for each line. The availability result presented is the availability option that results in the least amount of fulfillment delay while following all of the rules order promising has determined to be applicable to the requested item organization.

The Order Promising process follows a series of logic paths based upon the mode of the ATP Rule that is applicable to the requested item organization. Item attributes and allocation rules may also influence the availability results.

On the Check Availability page, view the Original Priority field to view the sequence in which the order promising engine promised lines. The fulfillment lines with a lower original priority number are the lines with priority access to supply. The availability results are determined for the batch of fulfillment lines. If the fulfillment lines request similar items, the results of a higher priority line may impact the results of a lower priority line.

Tip: Use the additional information that is available for each of your availability results for better understanding of your results. View order promising rules for a specific availability result for visibility into the promising logic that dictated the result. View availability details for a specific availability result to review the supply pegging. View the Supply Availability report and the Supply Allocation report for details of supply and allocation available within the supply chain.

Override the Original Order Priority

To improve the promising results of an order line, override the original priority of that order line. The original priority for order lines is displayed in multiples of 10 on the Check Availability page in the Order Promising work area. To override the original priority, you insert any number between the multiples of 10 in the Override Priority column of the Fulfillment Lines table.

For example, the following table shows three order lines SO1, SO2, and SO3 with the original priority set to 10, 20, and 30 respectively. To override the original priority of SO3 so that the order promising processes give the first priority to SO3, do the following:

  1. Insert a number that is less than the original priority of SO1 and SO2. In the following table, the override priority for SO3 is set to 5:

    Order Line Original Priority Override Priority

    SO1

    10

    10

    SO2

    20

    20

    SO3

    30

    5

  2. Refresh the results to obtain new availability results.

After refreshing results to obtain new promising availability results, the order promising processes give the first priority to SO3, and so on.

Note: The Check Availability page in the Order Management work area doesn't display the order priority in multiples of 10. The order priority is shown in the sequence of 1, 2, 3, and so on.

How Changing Fulfillment Lines Influences Availability Results

You can make a number of changes to fulfillment lines to influence the results you receive when you refresh results on the Check Availability page. You can change one or more field values, remove lines from one or more shipment sets, or both. Until you schedule, you are in simulation mode and no supply is committed. Because you are in simulation mode until you schedule, you can explore results from different combinations of changes without impacting supply quantities for other promising activity.

Tip: If you have found a promising result that meets your promising objectives, but you are curious to see what other possibilities exist, remember that you may not get the same results the next time you refresh results, even if you use the same values. The available supply may have changed due to other promising transactions. If you have found a promising result that meets your objective, you should schedule the result.

You perform the following actions to influence your availability results:

  • Change field values on one or more fulfillment lines

  • Remove fulfillment lines from a shipment set

Change Field Values on One or More Fulfillment Lines

You can change a number of fields on the Check Availability page to explore alternative promising results. You change the fields and then refresh results to see new promising results. Because you are in simulation mode until you schedule a fulfillment line, you can explore the promising results from different combinations of field values. No changes are committed until you schedule. When you schedule, the fulfillment lines are returned to order management using the field values as they are when you schedule.

The following table explains what fields to change, what the field does, and why you would change it.

What to Change What Does It Do? Why Change It?

Change the value in the Override Priority field.

Determines which fulfillment lines in the batch of fulfillment lines on the Check Availability page have priority access to supply.

Lower numbers have higher priority.

You want to improve the promising results for one or more fulfillment lines even though the promising results for other fulfillment lines in the batch may be impacted.

For example, you want to improve the promising result of a fulfillment line for a preferred customer.

Change the value in the Requested Ship-from Warehouse field.

Determines which warehouse will be considered for sourcing the item.

You want the availability checked at a different, specific warehouse.

Result options will only be found if the order promising rules applicable to the requested item include the warehouse as a valid source.

Clear the value in the Requested Ship-from Warehouse field.

Allows any applicable warehouse to be considered for sourcing the item.

Order promising rules, item attributes, or both, determine which warehouses are applicable.

You want the availability checked at any warehouses allowed for consideration as a source by the applicable order promising rules.

Change the value in the Requested Shipping Method field.

Determines which shipping method will be considered for sourcing the item.

You want the availability checked using a different, specific shipping method.

Result options will only be found if the order promising rules or attributes applicable to the requested item include the shipping method as a valid method.

Clear the value in the Requested Shipping Method field.

Order promising rules, item attributes, or both, determine shipping methods applicable.

You want the availability checked using any shipping method allowed for consideration as a source by the applicable order promising rules and item attributes.

Change the demand class.

Allows the line to be associated with a different demand class, which allows it to be associated with a different allocated supply.

You have determined that allocation rules are affecting how supply is being allocated. You want to explore other result options using a different demand class.

Allow substitution

Allows the Check Availability process to explore whether using a substitute item provides other promising options.

You want to explore additional result options using substitute items.

Allow splits

Allows the Check Availability process to explore whether splitting the fulfillment line into two or more fulfillment lines provides other promising options.

You want to explore additional result options including options that split the fulfillment line into multiple lines with combinations of different promising results such as different available items and different expected dates.

Remove Lines from a Shipment Set

A shipment set implies that all lines within the set must be shipped together on the same date, using the same shipping method. You group fulfillment lines together as a shipment set within order management. When you include a shipment set in the batch of fulfillment lines for which to check availability, the set is displayed as a hierarchical structure on the Check Availability page. You can remove lines from the set to explore whether the promising results improve for the set without the removed lines, or if the results improve for the removed lines, or both.

You use the Remove from Set action to remove one more lines from a shipment set. When you refresh results after removing lines, the removed lines are included as separate lines in your batch of fulfillment lines. The removed lines are no longer included in the hierarchy displayed for the set. The removed lines can be shipped on a different dates using different shipping methods.

Because you are in simulation mode until you schedule a fulfillment line or fulfillment line set, you can explore the promising results options made available from different combinations of removing fulfillment lines from a set and adding lines back to the set. When you schedule, the fulfillment lines are returned to order management how they are scheduled. If you have removed some lines from a set, and scheduled these lines individually, the lines will be returned to order management separate from the fulfillment lines that remain in the set.

Note: You can add a fulfillment line that you removed from a set back to the shipment set from which it was removed. You cannot add a fulfillment line to a shipment set if the line was not originally part of the set.

Fulfillment Line Splits and Substitutions

If a fulfillment line allows splits, or substitutions, or both, the Order Promising process explores these possibilities when determining availability results or finding availability options.

The Order Promising process may split fulfillment lines as follows:

  • Split across warehouses

  • Split across substitute items

  • Split across dates

Split across Warehouses

Splits across warehouses occur only if the Requested Ship-from Warehouse field is not populated on the original fulfillment line. When the Order Promising process splits across warehouses to determine a promising option, each of the fulfillment lines produced by the split specifies a different value for the Expected Ship-from Warehouse field.

The Order Promising process uses the sourcing rule applicable to the fulfillment line to determine which warehouses to consider as ship-from warehouses.

Split across Substitute Items

Item substitutions only occur if the Allow Substitutions field equals Yes. When the order promising process splits across substitute items to determine a promising option, each of the fulfillment lines produced by the split specifies a different value for the Available Item field.

For example, assume supply for a requested item is 80 units for a requested item and 50 units for its substitute item. The Check Availability process will split a fulfillment line requesting 100 units into the following two availability results:

  • one result with 80 units of the requested item specified for the available item

  • one result with 20 units of the substitute item specified for the available item

Split across Dates

When the availability results are split across dates, two date splits can be created. The first date split for a fulfillment line is for the quantity that is available on the requested date. The second date split is for the remaining quantity promised from the same item and organization combination on another date.

For example, assume supply for a requested item is 70 units on 15-Nov-2011 and 40 units on 30-Nov-2011. The Check Availability process will split a fulfillment line requesting 100 units of the item on 15-Nov-2011 into the following two availability results:

  • one on-time result for 70 units of the requested item with the expected date equal to 15-Nov-2011

  • one delayed result for 30 units of the requested item with the expected date equal to 30-Nov-2011

When you check availability two analytics provide promising metrics for your batch of fulfillment lines overall. As you make changes to individual fulfillment lines, use the analytics to evaluate the promising results for your batch of fulfillment lines overall. When you improve the promising results for one fulfillment line, the promising results for other fulfillment lines in your batch of lines often degrade if the lines are requests for similar items. Use the analytics to determine if the overall results for your batch of fulfillment lines meet your promising objectives. If the fulfillment lines were previously scheduled when you selected them on the order orchestration workbench, use the analytics to compare the proposed promising results for the batch overall using the currently proposed promising results with the results for the batch as previously scheduled.

The following two analytics are provided on the Check Availability page:

  • Aggregate Batch Scheduling Metrics analytic

  • Fulfillment Line Promising Distribution analytic

Aggregate Batch Scheduling Metrics Analytic

Use the Aggregate Batch Scheduling Metrics analytic to analyze the total margin and total fulfillment cost for your batch of fulfillment lines overall. The Order Promising process uses cost information collected into the planning data repository to calculate the fulfillment cost of each line and then aggregates these results. The Order Promising process considers multiple costs, such as the standard cost of item at an organization, purchasing cost of components, shipping costs, and resource usage costs, when calculating the fulfillment cost.

The calculation of the fulfillment cost depends on the mode in which the promise was made. In the simplest case, where existing available supply at a warehouse is used to promise an order, the fulfillment cost for a line is calculated as the standard cost of an item * (multiplication symbol) quantity + per unit shipping cost * (multiplication symbol) quantity.

Fulfillment Line Promising Distribution Analytic

Use the Fulfillment Line Promising Distribution analytic to analyze the on-time and delay results for your batch of fulfillment lines overall. Two pie charts with promising distribution, such as the number of lines promised on time, the number of lines slightly delayed, and the number of lines severely delayed, are provided on the Check Availability page.

One of the pie charts, the Original pie chart, presents the distribution of the fulfillment lines as they were previously scheduled if they were previously scheduled when you selected them on the order orchestration workbench. Delay is calculated as the difference in days between scheduled arrival dates and the requested arrival dates.

The other pie chart, the Proposed pie chart, presents the distribution of the fulfillment lines using the currently proposed promising results. Delay is calculated as the difference in days between expected arrival dates and the requested arrival dates.

Dates on the Check Availability Page

When exploring alternate ways of promising a fulfillment line, the date attributes on the Check Availability page provide key information. The date attributes provide information about when an item was requested, when it will be shipped, when it will be delivered, and so on.

Most of the dates on the Check Availability page are converted and displayed in the local time zone of the destination or source. Some dates are displayed in the time zone used when the order was created in Oracle Fusion Order Management Cloud. The destination time zone is the time zone of the customer or an organization receiving the item. The source time zone is the time zone of the organization or supplier shipping the item.

Orders uploaded from external order management systems are assumed to carry times in the Coordinated Universal Time (UTC) time zone.

The following table lists the dates on the Check Availability page and the description of each date:

Date Description

Requested Arrival Date

The date in the time zone used in Order Management on which the item is requested to arrive at the customer site. This date applies to arrival type orders.

Requested Arrival Date at Customer Site

The date in the time zone of the customer site that receives the item.

Requested Ship Date

The date in the time zone used in Order Management on which the item is requested to be shipped out to the customer. This date applies to ship type orders.

Requested Ship Date at Ship-from Site

The date in the time zone of the warehouse or supplier on which the item is going to be shipped.

Expected Ship Date

The expected date in the time zone of the ship-from warehouse on which the item is going to be shipped.

Expected Arrival Date

The expected date in the time zone of the customer site. For internal material transfers, it is the expected date in the time zone of the receiving organization on which the item is expected to arrive.

Scheduled Ship Date

The date in the time zone of the organization or supplier on which the item is scheduled to ship.

Scheduled Arrival Date

The date in the time zone of the customer site. For internal material transfers, it is the date in the time zone of the receiving organization on which the item is scheduled to arrive.

Latest Acceptable Date

The latest date in the time zone used in Order Management that the customer will accept the item.

Latest Acceptable Date In Local Time Zone

  • Arrival type orders: The latest date in the time zone of the customer site that the customer will accept the item.

  • Ship type orders: The latest date in the time zone of the ship-from organization that the customer will accept the item.

Earliest Acceptable Date

The earliest date in the time zone used in Order Management that the customer will accept the item.

Earliest Acceptable Date In Local Time Zone

  • Arrival type orders: The earliest date in the time zone of the customer site that the customer will accept the item.

  • Ship type orders: The earliest date in the time zone of the ship-from organization that the customer will accept the item.

Order Creation Date And Time

The date and time in the time zone used in Order Management when the order is created.

If you do not specify a time zone for a supplier, the order promising engine uses UTC as the default time zone. You can specify a time zone for suppliers in one of the following ways:

  • Using CSV files when uploading planning data

  • Using the Maintain Supply Network Model page in the Plan Inputs work area

When a time zone is not specified for a customer, the order promising engine uses the ship-from organization's time zone.

FAQs for Check Availability

Why did one or more of my availability results expire?

You changed the results for a higher priority fulfillment line or the availability results time-out was reached.

Refresh results to obtain current availability results.

Refresh results to check availability using the current attribute values specified on the Check Availability page.

When the Check Availability process completes, the availability results presented reflect the changes you made to the attribute values, and changes in the available supply and demand made by other promising activity.

Note: When you refresh results, all fulfillment lines on the Check Availability page are refreshed. Before you refresh results, schedule any fulfillment lines with availability results you want to promise. The same availability results may not be available after you refresh results, even for fulfillment lines whose attributes you did not change.

How Order Promising Calculates Dates When You Override Order Schedule

There are times when you override the schedule of a fulfillment line to meet your customer needs or conform to contract requirements. To do this, you edit the fulfillment line on the Manage Fulfillment Lines page in the Order Management work area. When you manually override the schedule, you specify a scheduled shipment date, scheduled arrival date, or both. In case you specify only one of these dates, the order promising logic automatically calculates the date that you didn't specify for the fulfillment line. To calculate these dates accurately, it considers various factors such as shipping methods, lead times, transit times, and calendars.

Here's how order promising makes things easy for you when you override the schedule of your fulfillment lines:

  • When you specify the scheduled shipment date, the promising logic considers the overridden shipment date to calculate the scheduled arrival date. It displays the overridden shipment date and the calculated arrival date for the fulfillment line on the Supply Details tab of the Manage Fulfillment Lines page. Similarly, when you provide the scheduled arrival date, the logic calculates the scheduled shipment date. Order promising also determines the shipping method (carrier, mode of transport, and service level) if you don't specify one.

  • When you specify the scheduled shipment date, scheduled arrival date, and shipping method, the promising logic accepts these dates and doesn't consider the transit time between the source and destination.

  • When the overridden shipment date or arrival date is a non-working day, the promising logic considers the previous working day for calculation.

You can also override the schedule of shipment sets and arrival sets if all their lines have the same ship-from organization, ship-to location, and shipping method. The lines must have the same scheduled shipment date or scheduled arrival date.

Schedule Order Fulfillment Lines

Options to Schedule Fulfillment Line

Scheduling a fulfillment line is equivalent to promising a fulfillment line. The terms scheduling and promising can be used interchangeably in the context of the Check Availability page. You use the Check Availability feature to determine a date when the fulfillment line can be delivered to the customer by matching the demand specified by a fulfillment line with supply. While the fulfillment line is on the Check Availability page, the supply and demand match is in simulation mode. You must schedule a fulfillment line to commit the matched supply to the fulfillment line.

When you are on the Check Availability page, you have the following two scheduling choices:

  • Schedule the selected fulfillment lines.

  • Schedule all fulfillment lines.

Schedule the Selected Fulfillment Lines

When you find availability results for specific fulfillment lines that meet your promising objectives for those lines, select and schedule the specific fulfillment lines. When you schedule one or more specific fulfillment lines, the supply matched to the demand for the selected fulfillment lines is committed to that line. The fulfillment lines are returned to the Order Management work area with the scheduled parameters populated with the values from the available attributes and expected attributes on the fulfillment line. The fulfillment lines that you selected and scheduled no longer appears in the batch of fulfillment lines on the Check Availability page.

Schedule All Fulfillment Lines

When you find availability results for your batch of fulfillment lines overall that meet your promising objectives, schedule all of your fulfillment lines. When you schedule all fulfillment lines, the supply matched to the demand for each fulfillment line in your batch of lines is committed to that line. All fulfillment lines in your batch of fulfillment lines are returned to the Order Management work area with the scheduled parameters for each line populated with the values from the available attributes and expected attributes for that line.

View Availability Options

When you check availability, the availability results include one promising option for each fulfillment line. You view availability options to explore additional promising options for a specific fulfillment line. When you select a fulfillment line, the View Availability Options button is activated on the Check Availability page. When you click the View Availability Option button, one or more availability options, up to six options, are generated by the Order Promising process.

Settings That Affect Availability Options

The same settings that affect how availability results are determined affect how availability options are determined. The setting fall into the following three categories:

  • The values for the requested attributes and the Splits Allowed and Substitutions Allowed attributes on the fulfillment line

    The more specific and restrictive the values are for the attributes of a fulfillment line, the less flexibility the Order Promising process has when considering promising options for that line. The following is the most restrictive combination of attributes:

    • A ship-from warehouse is specified

    • A shipping method is specified

    • Splits are not allowed

    • Substitutions are not allowed

  • Order promising rules applicable to the item organization being requested

    One or more of the following rules may be applicable:

    • Available-to-promise rules

    • Sourcing rules

    • Allocation rules

  • Supply and demand in the order promising engine

    Each time you check availability or refresh results, the current status of supply and demand in the order promising engine is used. Because other promising activity may affect the available supply, you can receive different promising results even if you refresh results with the same values specified for your fulfillment lines.

How Availability Options Are Determined

Availability options are determined using the same logic that is used when availability results are determined except up to six options are presented rather than only the one best option. The availability options are presented in a ranked order with each option associated with an option number that indicates the rank of the option. The ranking is based on the fulfillment delay associated with the option, and then on cost, and then on whether substitutes were used in the fulfillment. An availability status is provided for each option to specify whether the option is on time, or delayed, or is split into a combination of both. An option summary is provided for each option

The type of availability options generated depends upon what is set for the attributes on the fulfillment line. For example, if the attributes are not restrictive, if a ship-from warehouse is not specified, and if splits and substitutions are allowed, then the Order Promising process will look across all warehouses allowed by the rules for the item organization, and split by date, or find a substitute item, or both, to determine the best option which is designated as the default option. After determining the default option, the Order Promising process generates options for the best possible availability from each warehouse including splitting fulfillment, using substitute items, and combinations of both.

If the attributes on the fulfillment line are more restrictive, then the nature of the availability options will change. In the most constrained case when a ship-from warehouse is specified, and substitutions and splits are not allowed, then options will be generated only from the specified ship-from warehouse, possibly by considering different shipping methods.

There are some cases where no additional availability options are found for a fulfillment line. The promising rule that is applied may be very specific, or the attributes may be very restrictive, or there may just be one set of supply available. In other cases, where the promising rules provide many possibilities, and the attributes are nonrestrictive, and many sources of supply are available, the maximum number of availability options may be generated.

Tip: Use the additional information that is available for each availability option for better understanding of how your options were determined. View the order promising rule for visibility into the promising logic that dictated a specific availability option. View the availability details to review the supply pegging for an option. View the Review Supply Availability and the Review Supply Allocation reports for details of supply and allocation available within the supply chain.

How Ship-to Region or Zone Is Used to Determine Sourcing

The Ship-to Region or Zone attribute is used to determine sourcing when the Order Promising engine needs to consider a sourcing assignment at an assignment level that includes region, and the Order Promising engine cannot derive the region from the customer site on the fulfillment line.

Settings That Affect Whether Ship-to Region or Zone is Used to Determine Sourcing

When the Order Promising engine considers a sourcing assignment at an assignment level that includes region, order promising derives the region from the customer site on the fulfillment line whenever possible. Order promising only uses the ship-to region or zone supplied by the order management process when it needs a region value and cannot derive the region from the customer site.

Order promising cannot derive the region from the customer site on the fulfillment line when one of the following is true:

  • The customer site is an ad-hoc customer site which is not within the in-memory data of the Order Promising engine.

  • The region or zone associations of a newly added customer site are not within the in-memory data of the Order Promising engine.

Note: A value for region is needed only if there are no applicable sourcing assignments that are higher in the sourcing hierarchy than one of the region-level sourcing assignments. If there is an applicable sourcing assignment at one of the more granular assignment levels, such as customer or item, then the more specific sourcing assignment will be used, and a region value is not needed.

How Ship-to Region or Zone is Used to Determine Sourcing

Rather than ignoring sourcing assignments with a region specification when unable to derive the region from the customer site, order promising will use the value provided for ship-to region or zone. If the value provided for ship-to region or zone matches the region specified in a sourcing assignment, and that is the sourcing assignment that is the most specific sourcing assignment applicable, then the sourcing rule or bill of distribution in that sourcing assignment will be the one used to determine sourcing.

The Option Summary field provides an explanation of how availability was determined, such as whether an item was substituted, for each availability option included in the list of availability options. The explanation of how availability was determined is in relation to other availability options in the list. You use the information provided in the option summary to evaluate the option based upon your promising objectives.

The option initially suggested by the order promising process when you checked availability is marked as the current option and the option summary specifies Faster ship method. The other availability options are summarized using one or more of the following option summaries:

  • Slower ship method

  • Different items

  • No substitutes

  • Different ship location

  • Different split

  • No split

  • Item split

  • Date split

  • Source split

FAQs for View Availability Options

You are returned to the Check Availability page with the availability result for the fulfillment line replaced by the availability option you selected.

At this point you are still simulating how the fulfillment line would be promised if you schedule the fulfillment line as currently displayed on the Check Availability page. The supply has not been committed. You must schedule to commit the supply.

Note: When you select a different availability option for a fulfillment line, the fulfillment lines with lower priority on the Check Availability page become expired.

What happens if I select and schedule an availability option?

The fulfillment line is promised per the attribute values presented in the availability option.

The supply specified in the availability option is committed to the fulfillment line. The fulfillment line is no longer included in the group of fulfillment lines on the Check Availability page. The Order Management work area now presents the fulfillment line as scheduled, and the scheduled values reflect the values of the availability option selected.

View Availability Details

For insight into how your availability results and availability options were determined, use the additional information that is available for each of your availability results and availability options. View availability details for a specific availability option or availability result to review the hierarchy of the supply pegging used. For each row in the pegging hierarchy, view the pegging properties for the details specific to that pegging row. Use the Review Supply Availability report and the Review Supply Allocation report to view details of supply and allocation available within the supply chain.

Availability Details

View availability details for a specific availability option or availability result to review the hierarchy of how supply was pegged in order to promised the line. The View Availability Details action is available from the Actions menu when you select a specific availability option or a specific availability result.

Use the information provided when you view availability details to understand how the Order Promising process searched for supply across the supply chain, and to determine possible causes of delay for a fulfillment line. You can use the information to determine details regarding where supply was found to promise the order, such as whether there was existing on-hand availability in the supply chain for the requested item, whether the Order Promising process used supplies from another organization, or whether the process used available supplier capacity.

Note: The Order Promising process examines the supply availability across the supply chain to determine the best possible promise dates. However, the process does not actually create supplies. The Order Promising process looks for upstream availability of an item when it is not available at the requested warehouse, adds associated lead times, and then generates a promise date, but the process does not actually create the transfer document between the upstream availability and the ship-from warehouse.

Pegging Properties

For each row in the pegging hierarchy, you can view the pegging properties for the details specific to that pegging row. The Pegging Properties action is available from the Actions menu when you have selected a specific row in the availability details pegging hierarchy.

The specific pegging properties provided will vary depending upon the type of pegging row selected. For example, if the pegging row is a row of type Make, then the pegging properties include details such as the manufacturing calendar and the manufacturing start and end dates. If the pegging row is a row of type Resource, the pegging properties include details such as the resource calendar and the resource utilization start and end dates.

Supply Reports

Use the Review Supply Availability report and the Review Supply Allocation report to view details of supply and allocation available within the supply chain. The Review Supply Availability and Review Supply Allocation actions are available from the Actions menu for fulfillment lines.

Supply Availability and Supply Allocation

To analyze further information regarding the available supply in the Order Promising engine, you can use the Review Supply Availability and Review Supply Allocation reports. You use the Review Supply Availability report to review the overall state of supply for an item. You use the Review Supply Allocation report to review the allocation of supply of an item to demand classes where allocations have been created.

To access the Review Supply Availability and Review Supply Allocation reports:

  1. In the Order Promising work area, on a page layout, click Open.

  2. In the Open Table, Graph, or Tile Set dialog box, search for and select a report. For example, Review Supply Availability report.

  3. Click OK.

You can also access the Review Supply Availability and Review Supply Allocation reports from the Manage Order Promising Demands page and Check Availability page in context of specific orders. For example, on the Manage Order Promising Demands page, select a fulfillment line, and then click Review Supply Availability from the Actions menu.

Review Supply Availability report

Use the Review Supply Availability report to review the current state of the supply available in the Order Promising engine. The report is typically used to view the available supply for an item organization, but you can use the report to view supplier capacity for an item by conducting an advanced search. Because availability results are in simulation mode, and are not committed until a fulfillment line is scheduled, the details provided in the report do not account for fulfillment lines for which availability is being checked.

The following details are provided in the Review Supply Availability report:

  • Supply

    The total supply available in the Order Promising engine for the specified item by period.

  • Consumed

    The supply that the Order Promising engine has currently consumed during order promising. Because a single fulfillment line can consume supply from multiple dates as required to promise the order, consumption may not correspond to the requested dates of demands.

  • Net

    The net supply available for the particular time period. Calculated as Supply - Consumed.

  • Cumulative

    The cumulative net supply in a period.

Note: The Review Supply Availability report is only relevant for items subject to an available-to-promise (ATP) rule with the promising mode set to supply chain search. For items subject to an ATP rule with the promising mode set to Infinite Availability, the report will be generated, but the Supply figures will show infinite availability for every bucket.

Review Supply Allocation report

Use the Review Supply Allocation report to review details regarding the allocation of the supply for an item to demand classes where applicable. The report shows data by item, organization, demand class and week. The start date of the week is always assumed to be a Monday.

The following details are provided in the Review Supply Allocation report:

  • Target Allocation

    Supply allocated to the demand class in a particular week based on the applicable allocation rule.

  • Consumed Allocation

    Allocation that has already been used up by other fulfillment lines in that demand class.

  • Available Allocation

    Allocation still available per week.

  • Cumulative Available Allocation

    Allocation still available on a cumulative basis.

FAQs for Review Supply Availability and Supply Allocation

When does the total supply in the Order Promising engine get updated?

When the Order Promising engine is refreshed and restarted.

Because the Order Promising engine, also known as the Order Promising server, is an in-memory engine which loads all the data required for order promising into an in-memory process, the engine needs to be refreshed with the latest data from transactions frequently, at least once a day. Daily administration tasks are performed to refresh the Order Promising engine with the latest data collected into the planning data repository, and then to restart the engine. These administration tasks are conducted in the background and should be transparent to your promising activities.

Perform Order Promising Server Data Refresh

Refresh the Global Order Promising Server

The Global Order Promising engine is an in-memory engine that uses an in-memory copy of the data collected into the planning data repository. To ensure the in-memory data reflects the latest supply and demand data collected into the data repository, you should refresh the Global Order Promising data store and start the Global Order Promising server at least once a day.

You can run these two scheduled processes to manage the Global Order Promising server:

  • To refresh the in-memory copy of the collected data with the most recently collected data, submit this scheduled process: Refresh and Start the Order Promising Server.

  • To stop the Order Promising engine, submit this scheduled process: Stop the Order Promising Server.

Run the Refresh and Start the Order Promising Server Scheduled Process

To run the Refresh and Start the Order Promising Server scheduled process, complete these steps:

  1. In the Scheduled Processes work area, click the Submit New Request button.

  2. In the Schedule New Process dialog box, search for and select the process named Refresh and Start the Order Promising Server, and then click OK.

  3. In the Process Details dialog box, select the entities you want to refresh, and then click Submit.

Note: The Current Date attribute stored within the Global Order Promising engine is also updated when you start the Global Order Promising server. If the Global Order Promising engine is not updated at least once a day, the Global Order Promising engine may have a wrong current date, and there may be issues with promising results.

Multiple instances of the Refresh and Start the Order Promising Server scheduled process can be scheduled. For example, you may set up these three schedule instances:

  • One for 12 AM every day to update the Current Date of the engine

  • One for twice daily at 8 AM and 2 PM to update only the On hand data

  • One for once a week at 8 AM every Sunday to update all data

Run the Stop the Order Promising Server Scheduled Process

To run the Stop the Order Promising Server scheduled process, complete these steps:

  1. In the Scheduled Processes work area, click the Submit New Request button.

  2. In the Schedule New Process dialog box, search for and select the process named Stop the Order Promising Server, and then click OK.

  3. In the Process Details dialog box, click Submit.

Import Planned Orders

How You Import Planned Order Supplies

You can import supply recommendations as planned order supplies from one or more plans in Oracle Fusion Planning Central and Oracle Fusion Supply Planning to Oracle Fusion Global Order Promising. Global Order Promising promises orders based on current and future supply availability. Future supply can include the supply that results from planned orders of three types: make, buy, or transfer.

Global Order Promising considers the imported planned order supply as ATP supply on the planned order due date and uses it to promise orders.

You can import planned order supply data from a plan in Planning Central or Supply Planning:

  • To project the latest supply recommendations by Planning Central or Supply Planning as ATP supply to Global Order Promising, even as these are being published to the execution system for further processing

  • When supply chain processes involve long lead times for activities, such as inventory movement, manufacturing, and purchasing

To maintain supply consistency, the order promising logic:

  • Reads planned orders from a plan

  • Determines the dependent demand associated with each planned order

  • Consumes supply against the dependent demand

For example, Global Order Promising creates ATP corresponding to a buy planned order and consumes supplier capacity on the date consistent with the planned order due date. Global Order Promising also takes calendars and supplier lead times into consideration when making this adjustment.

When you perform a real-time supply update, Global Order Promising adjusts ATP by reconciling with the actual supplies as follows:

  • Work orders for planned make orders

  • Transfer orders for planned transfer orders

  • Purchase orders or purchase requisitions for planned buy orders

Points to Note

  • When importing multiple plans to Global Order Promising, you should ensure that the plans contain planned orders for distinct items. If there are common items across multiple plans, Global Order Promising aggregates supplies across all imported plans for any given item.

  • Before importing supply recommendations from a supply plan to Global Order Promising, ensure the plan is feasible. Evaluate the recommended planned orders for exceptions in the Planning Central or Supply Planning work area.

  • When you make changes to a plan, ensure that you run the plan, save it to the database, and select the plan when you run the Refresh and Start the Order Promising Server process. These steps ensure that Global Order Promising has access to the most current planned order supply data.

Import Planned Orders

You can import planned orders to Oracle Fusion Global Order Promising when you run the Refresh and Start the Order Promising Server scheduled process.

To import a planned order:

  1. Run a plan in one of the following work areas:

    • Planning Central

    • Supply Planning

  2. Save the plan to the database.

  3. In the Scheduled Processes work area, click the Submit New Request button.

  4. In the Schedule New Process dialog box, search for and select the process named Refresh and Start the Order Promising Server, and then click OK.

  5. In the Process Details dialog box, select one or more plan names from the Plan Names list, and then click Submit.

Expense Destination Transfer Orders

Expense destination transfer orders represent transfer of material between organizations for internal usage. They typically correspond to scenarios where certain items that are sold to external customers are also consumed internally within an organization.

Oracle Fusion Global Order Promising maintains accuracy in promising results by ascertaining the correct supply picture at the source end of the transactions involving expense destination transfers. The order promising logic does not conserve the supply at the destination end of the transfer. The logic considers material availability at the source, but does not keep a track of the material after it is shipped from the source. This is because, when the material arrives at the destination, it is not added to the inventory.

Global Order Promising handles expense destination transfer orders that are interfaced to Oracle Fusion Order Management as well as orders that are processed independent of Order Management. When expense destination transfer orders are interfaced to Order Management, a corresponding fulfillment line is automatically generated, which you can view in the Order Management work area. You can perform actions, such as Check Availability, as you would on a regular fulfillment line.

You can also view the fulfillment line on the Manage Order Promising Demands page in the Order Promising work area and perform actions, such as Check Availability, after you collect the fulfillment line into the planning repository.

Note: Expense destination transfer orders and their corresponding fulfillment lines must be collected into the planning repository using sales order and transfer order collections for the source and destination organizations.

Postprocessing Lead Time for Manufactured Items

Postprocessing lead time for manufactured items is the lead time component that accounts for postproduction activities such as quality control checks and shipping preparation tasks. For subassemblies, postprocessing lead time represents the interval between the date when its production is complete and when the supply is used to make its parent item. For end items, postprocessing lead time represents the interval between the completion of the final assembly and the availability of the item in the inventory.

When you specify postprocessing lead time for your manufactured items, order promising applies it to determine work order due dates and to derive scheduled dates.

For order promising to apply postprocessing lead time, configure your item as follows.

  • Set the Buy or Make attribute of your item to Make. You can also apply a local sourcing rule with the Make at sourcing type.

  • Apply an ATP rule to the item that has the Supply chain availability search promising mode selected.

  • Enable the ATP rule to search components and resources.

Here's how order promising applies postprocessing lead time to derive dates.

  • For standard items, order promising first derives the production completion date and then applies the postprocessing lead time to derive the scheduled ship date.

  • For back-to-back items, order promising derives the dock date and sends it to Supply Chain Orchestration to initiate work order creation.

  • For collected work orders, order promising considers the supply to be available on the due date. The due date of collected work orders includes postprocessing lead time.

  • For collected on-hand supply, order promising doesn't apply postprocessing lead time. It considers supply to be available as soon as it's received in Oracle Fusion Inventory and reflected through data collection.

  • For planned orders of manufactured items, order promising considers the supply to be available on the planned order due date.

Example of How Order Promising Applies Postprocessing Lead Time

To understand how order promising applies the postprocessing lead time, let's consider an example where Item A is a standard item that is manufactured in Org 1. Item A has the following lead times:

  • Fixed lead time = 1 day

  • Variable lead time = 0.1 day

  • Postprocessing lead time = 3 days

The order quantity of Item A is 10 units, the requested date is Day 10, and the components and resources to manufacture Item A are available. When the manufacturing calendar of Org 1 has no constraints, order promising derives the dates as follows:

Requested Date Production Duration (Fixed Lead Time + Variable Lead Time *Order Quantity) Due Date Dock Date (Scheduled Shipment Date - Postprocessing Lead Time) Production Start Date (Dock Date - Production Duration)

Day 10

1 + (0.1 * 10) = 2 days

Day 10

Day 7

Day 5

When the manufacturing calendar of Org 1 is five working days a week with Saturday and Sunday being non-working days, order promising derives the dates as follows:

Requested Date Production Duration (Fixed Lead Time + Variable Lead Time *Order Quantity) Due Date Dock Date (Scheduled Shipment Date - Postprocessing Lead Time) Production Start Date (Dock Date - Production Duration)

Day 10

1 + (0.1 * 10) = 2 days

Day 10 (Monday)

Day 5 (Wednesday)

Day 3 (Monday)