4Manage Supply Planning Collaboration

This chapter contains the following:

Manage with Oracle Fusion Supply Chain Collaboration

You use the Manage Order Forecasts and Commits page to search and view order forecast data and to download and upload the order forecast commits. You can access the Manage Order Forecasts and Commits page from:

  • Oracle Fusion Supply Chain Collaboration: You can access the order forecast information for all the supplier sites.

    Note: You need the Supply Chain Collaboration Planner role to access the Manage Order Forecasts and Commits page.
    Note: Ensure that Oracle Social Network is enabled for the Manage Order Forecasts and Commits page.
  • Oracle Fusion Supplier Portal: You can access the order forecast information based on your supplier site.

    Note: You need the Supply Demand Planner role to access the Manage Order Forecasts and Commits page.

You can view the order forecasts and their commit data by searching for them on the Manage Order Forecasts and Commits page.

  • On the Oracle Fusion Supplier Portal, Manage Order Forecasts and Commits page, you can only search for order forecasts that list you as the supplier.

  • On the Oracle Fusion Supply Chain Collaboration, Manage Order Forecasts and Commits page, you can search for order forecasts based on multiple parameters, such as, the supplier and their corresponding supplier sites.

When using advanced search:

  • You can search for all order forecasts across all suppliers that you have access to by using the Ship-to field, where the ship-to organization has view access to the order forecast sent to its supplier.

  • You can search for order forecasts and commits that support drop ship relationships on the Manage Order Forecasts and Commits page by using the Drop Ship attribute. You can aggregate the forecast quantity by collaboration plan, supplier site, item, organization, time bucket, and order type.

You can search for the order forecasts on the Manage Order Forecasts and Commits page, by entering the search parameters and navigating to the Edit Order Forecast Details page to edit the forecast and commit quantities.

  1. In the Supply Chain Collaboration work area, click Manage Order Forecasts and Commits in the Tasks panel.

  2. On the Manage Order Forecasts and Commits page, search for the order forecast.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Order Forecast Details page, you can view the order forecast details along with the published on-hand quantity accurate as of the last time the order forecast was published. The order forecast details are listed based on the set aggregation schedule in the Order Forecast Details table.

  5. In the Order Forecast Details table, select a cell or a row of cells and click Actions > Edit.

  6. Do one of these:

    • Edit inline to enter the forecast or commit quantity for one cell at a time.

    • Edit multiple cells at once to enter the forecast or commit quantity for all cells in the row.

  7. Do one of these:

    1. Click Actions > Publish to publish the forecast changes to the supplier. You have an option to submit any draft commitments during this action.

      Note: A forecast change is considered a new version of the forecast so commit values will be cleared for the changed buckets.
    2. Click Actions > Commit to submit draft commit values.

    The updated commit values are now ready to be picked up by planning. The new forecast and commit values are now visible to suppliers and enterprise users.

    Before you commit, you can retain the draft values by clicking Save or Save and Close. Draft values are saved by user type. Supplier provided draft values are not visible to the enterprise until the values are committed. Enterprise provided draft values are not visible to the supplier until the values are committed.

When updating order forecast commit values, if you update the commit quantity for an aggregation, the quantity is stored on the first day of the aggregation time frame. If the first day of the aggregation time frame does not exist as a schedule detail, a new schedule detail record will be created for the first day of the bucket.

Edit a Forecast or Commit Quantity Inline

In the Order Forecast Details table, you can enter a numeric value in each Current Forecast or Current Commit cell.

  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Select a row in the search results and click Actions > Edit.

  3. On the Edit Order Forecast Details page, the Order Forecast Details table, double-click the Current Forecast or Current Commit cell that you want to update.

  4. Enter a numeric value for the forecast or commit quantity.

  5. Click Save and Close to save your changes and go back to the Manage Order Forecasts and Commits page.

Edit Multiple Forecast Values or Commit Values

You can multi-select the current forecasts or current commits for all time buckets displayed in the Order Forecast Details table and enter values for multiple cells at once.

  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Select a row in the search results and click Actions > Edit.

  3. On the Edit Order Forecast Details page, in the Order Forecast Details table, select the current Forecast or Current Commit row that you want to update and click Actions > Edit.

  4. On the Edit Order Forecast Details page, in the Order Forecast Details table, do one of these to edit the current forecasts or commits:

    1. Select the Current Forecast row that you want to update and click Actions > Edit.

      On the Edit Current Forecasts dialog box, select one of these actions:

      • Set to previous forecast: To update all the forecast quantities with their corresponding previous forecast quantities.

      • Increase by percentage: To increase the forecast quantities based on the percentage you enter.

      • Decrease by percentage: To decrease the forecast quantities based on the percentage you enter.

      • Set to explicit value: To update the forecast quantities with the value you enter.

      Note: Forecast and commit quantities cannot be blank and must be a positive decimal number greater than or equal to 0 and less than or equal to 99,999,999.
    2. Select the Current Commit row that you want to update and click Actions > Edit.

      On the Edit Current Commits dialog box, select one of these actions:

      • Set to current forecast: To update all the commit quantities to their corresponding current forecast quantities.

      • Set to previous commit: To update the commit quantities to their corresponding previous commit quantities.

      • Set to explicit value: To update the commit quantities to the value you enter.

        Note: To clear the current commit values, use this option and leave the value blank.
  5. Click Save and Close to update your commit quantities based on the selected action and go back to the Edit Order Forecast Details page.

  6. Click Save and Close to save your changes and go back to the Manage Order Forecasts and Commits page.

Edit Forecast Values or Commit Values Using a Flat File

You can download the order forecast details into a flat file to analyze and modify the forecast commit data.

In Oracle Fusion Supply Chain Collaboration, the Supply Chain Collaboration Planner should have the forecast editing privilege to upload forecast changes. In Oracle Fusion Supplier Portal, the Supply Demand Planner must have supplier portal access to the supplier site defined within the item forecast to upload forecasts or commits for the supplier site.

  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Select a row in the search results and click Actions > Edit.

  3. On the Edit Order Forecast Details page, click Actions > Download.

  4. In the Download Forecasts dialog box, optionally select values for these attributes and click Download:

    Field Description

    Layout

    Select the layouts for the order forecasts download. Values include:

    • Vertical: The quantities are listed based on an item-location-time combination.

    • Horizontal: The quantities are listed based on an item-location-measure combination, with multiple bucket date quantity columns.

    Measures

    Select the measures to download. Values include Previous Forecast, Previous Commit, Open Purchase Orders, Purchase Requisitions, In-Transit Shipments, and Shipments in Receiving.

    Note: The current forecast and current commit values are always included in the download and can't be selected.

    Horizon

    Select the type of time period used to set the horizon for the order forecasts download. Values include Forecast or Commit.

    Aggregation Level

    Select the time buckets used to aggregate the order forecasts download. Values include Day or Week.

    Note: If the layout selected is Horizontal then the only option for aggregation level is Week.

    Commit Quantities

    Select the commit quantities to include for the order forecasts download. Values include Set to current forecast or Set to previous commit.

    Note: If set, these will override the current commit quantities.

    Note: For more information on setting the default order forecasts and commits values to download, see the Implementing Manufacturing and Supply Chain Materials Management guide.

    A .csv file is downloaded with the order forecast information.

  5. Open the .csv file in a spreadsheet editor.

  6. Update the values in the Forecast Quantity or Commit Quantity column.

  7. Save and close the .csv file.

  8. On the Manage Order Forecasts and Commits page, click Actions > Upload.

  9. On the File Upload dialog, click Search File to search for the .csv file that you updated.

  10. Click Submit.

    The values updated in the .csv file are displayed in the Current Forecast or Current Commit row.

Note: The format of dates in the .csv file is set in the regional settings.

Edit Multiple Forecast Values or Commit Values Using a Flat File

You can download multiple order forecast details into a flat file to analyze and modify the forecast commit data.

Note: In Oracle Fusion Supply Chain Collaboration, the Supply Chain Collaboration Planner should have the forecast editing privilege to upload forecast changes. In Oracle Fusion Supplier Portal, the Supply Demand Planner must have supplier portal access to the supplier site defined within the item forecast to upload forecasts or commits for the supplier site.
  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Do one of these to download order forecasts:

    • Click Actions > Download > Download Search Results for order forecasts in the search results.

    • Click Actions > Download > Download All Records for order forecasts that you have access to.

  3. In the Download Forecasts dialog box, optionally select values for these attributes and click Download:

    Field Description

    Layout

    Select the layouts for the order forecasts download. Values include:

    • Vertical: The quantities are listed based on an item-location-time combination.

    • Horizontal: The quantities are listed based on an item-location-measure combination, with multiple bucket date quantity columns.

    Measures

    Select the measures to download. Values include Previous Forecast, Previous Commit, Open Purchase Orders, Purchase Requisitions, In-Transit Shipments, and Shipments in Receiving.

    Note: The values for Current Forecast and Current Commit will always be included in the download and can't be selected.

    Horizon

    Select the type of time period used to set the horizon for the order forecasts download. Values include Forecast or Commit.

    Aggregation Level

    Select the time buckets used to aggregate the order forecasts download. Values include Day or Week.

    Note: If the layout selected is Horizontal then the only option for aggregation level is Week.

    Commit Quantities

    Select the commit quantities to include for the order forecasts download. Values include Set to current forecast or Set to previous commit.

    Note: If set, these will override the current commit quantities.

    Note: For more information on setting the default order forecasts and commits values to download, see the Implementing Manufacturing and Supply Chain Materials Management guide.

    A .csv file is downloaded with the order forecast information.

    Note: You can use the Review Scheduled Download Files page to schedule and download large files.
  4. Open the .csv file in a spreadsheet editor.

  5. Update the values in the Forecast Quantity or Commit Quantity column.

  6. Save and close the .csv file.

  7. Click Actions > Upload.

  8. On the File Upload dialog click Search File to search for the .csv file that you updated.

  9. Click Submit.

    The values updated in the .csv file are displayed in the Current Forecast or Current Quantity column.

Note: The format of dates in the .csv file is set in the regional settings.

Publish Order Forecasts

When you save a forecast value, the value is not automatically published to Oracle Supplier Portal. You must publish the order forecast to send your changes to Supplier Portal.

A forecast change is considered as a new version of the forecast, so the previous commit values are cleared for the changed order forecast. When you publish the order forecast, you have the option to submit draft commitments.

Note: In Supply Chain Collaboration, the Supply Chain Collaboration Planner should have the Edit Forecasts as Enterprise User privilege to publish forecast changes to Supplier Portal.

Here's how you can publish the order forecasts:

  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Select a row in the search results and click Actions > Edit.

  3. On the Edit Order Forecast Details page, click Actions > Publish.

    The publish action will send the updated current forecasts buckets for the order forecast in context to Supplier Portal.

    These actions occur when publishing order forecast values:

    • Orchestration is notified that there are updated forecasts to process.

    • Publish action processes this action as a mid-cycle publish update.

    Note: If you publish a forecast before clicking Save, it will save the edited forecasts and send the values to Supplier Portal as a mid-cycle update.

Commit Order Forecasts or Commits

When you save an order forecast value, for your changes to be visible in both Supply Chain Collaboration and Supplier Portal, you must commit the order forecast. For example, when you update and save commit quantities in Supplier Portal, they will not be visible in Supply Chain Collaboration until you commit the update.

Here's how you can commit order forecasts or commits:

  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Select a row in the search results and click Actions > Edit.

  3. On the Edit Order Forecast Details page, click Actions > Commit.

You can select multiple order forecasts for all time buckets displayed on the Manage Order Forecasts and Commits page and commit to multiple order forecasts at once.

To commit to multiple order forecasts:

  1. On the Manage Order Forecasts and Commits page, search for the order forecasts.

  2. Select multiple rows in the search results and click Actions > Commit Order Forecasts.

    Note: When you select multiple rows in the search results, you can no longer edit the order forecasts.
  3. On the Commit Order Forecasts dialog box, select one of the following actions:

    • Set to current forecast: To update all the commit quantities to their corresponding current forecast quantities.

    • Set to previous commit: To update the commit quantities to their corresponding previous commit quantities.

  4. Click Save and Close to update your commit quantities based on the selected action.

Review Status of Scheduled Download Files

You can review the status of scheduled downloads of a file containing the order forecast details.

To review the scheduled download files:

  1. Go to the Manage Order Forecasts and Commits page

  2. Click Actions > Download > Review Scheduled Download Files.

    You can review the status of scheduled downloads on the Review Scheduled Download Files page.

Review Status of Uploaded Files

You can review the uploaded files containing the order forecast details from the last 30 days. You can view the upload information, such as upload status and successful or failed item forecast uploads. You can also access the error log, as well as download the previously uploaded files.

To review the scheduled upload files:

  1. Go to the Manage Order Forecasts and Commits page.

  2. Click Actions > Upload > Review Scheduled Upload Files.

    You can review the uploaded files on the Review Scheduled Upload Files page.

Export Collaboration Order Forecasts or Commits to Files

You can export the collaboration order forecasts or commits periodically from Supply Chain Collaboration to a CSV file.

To export collaboration order forecasts to files, perform the following steps:

  1. Run the Export Collaboration Order Forecasts scheduled process to export the order forecast or commit data to a CSV file. You must set the supply plan to export and filter the export collection by specifying a supplier or item. In addition, you can select one or more measures to include in your export data.

  2. On the File Import and Export page, select scm/collaborationOrderForecast/export account and search for the exported files. The .zip file name is a combination of the plan name and the Export Collaboration Order Forecasts scheduled process ID.

    Note: You can also search for a specific file using the Export Collaboration Order Forecasts scheduled process ID.

    The .zip file contains three comma-separated files, which contain the collaboration plan data, forecast entries, and the forecast entry details.

Import Collaboration Order Forecasts from Files

You can import the collaboration order forecasts from an external application by using the File-Based Data Import mechanism. For more information on the File-Based Data Import mechanism, see the File-Based Data Import for Oracle Supply Chain Management Cloud guide.

Note: To create the File-Based Data Import files, you can use a set of Microsoft Excel template files that are provided for this purpose. You can download the templates from the File-Based Data Import for Oracle Supply Chain Management Cloud guide in the Oracle Help Center.

To load collaboration order forecasts from files, perform the following steps:

  1. Setup your collaboration relationships on the Manage Supply Collaboration Network page.

  2. Create a collaboration plan using the Manage Collaboration Plans page. You must set the supply plan source to External Application and provide a supply plan name.

  3. Prepare data for collaboration order forecasts. You can download the Collaboration Order Forecast file-based data import template, which are Microsoft Excel template files from the File-Based Data Import for SCM Cloud guide in the Oracle Help Center.

  4. Extract the templates to a local drive, enter the appropriate data, and generate CSV files. You can compress the CSV files to a zipped file format.

  5. Run the Load Interface File for Import scheduled process to load the order forecast data from the CSV files. In the import process, select Import Collaboration Order Forecasts and select the data file you would like to import. If had previously uploaded a data file to the scm/collaborationOrderForecast/import account using the File Import and Export page, the file name will appear in the list of data files.

  6. Run the Supply Planning Collaboration Decomposition scheduled process to decompose the imported order forecast data.

View Purchasing Measures

In a collaboration cycle, contract manufacturers and suppliers continue to procure, ship, and receive goods, which reduce the net quantity that you need to forecast or commit. In addition to the order forecasts, you can view the gross commitment for a given item in a given time bucket along with the purchasing measures, such as, open purchase orders, purchase requisitions, shipments in receiving, and in-transit shipments.

Note: In Oracle Fusion Supplier Portal, suppliers cannot view the purchase requisition measures.

To view the purchasing measures:

  1. In the Supply Chain Collaboration work area, click Manage Order Forecasts and Commits in the Tasks panel.

  2. On the Manage Order Forecasts and Commits page, search for the order forecast.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Order Forecast Details page, you can view the aggregated values for the following purchasing measures in the order forecast details:

    • Open Purchase Orders

    • Purchase Requisitions

    • Shipments In Receiving

    • In Transit Shipments

  5. Select an order type and click Actions > View Purchasing Measures.

  6. On the Purchasing Measures page, you can view the breakdown of the purchasing measure.

  7. Click the Reference Number value to view the details of the purchasing measure in Oracle Fusion Procurement.

Note: You cannot view the Purchase Requisitions details in Oracle Fusion Procurement.

Example of Updating Order Forecasts Mid-Cycle

During a planning cycle, if there is a change in the plan data mid-cycle, it will be considered to be an update and any previous commits for that time bucket will be cleared.

For example, you create a collaboration plan with a weekly frequency and the start date set for Monday. If you publish a plan on Monday, January 16, any changes to the published data during the week of January 16 will be considered as an update and will clear any previous commits for that time bucket. The following week, on Monday, January 23, when the plan is published again, it will be treated as a new planning cycle.

The following table shows changes in the plan data when there are changes in the published data mid-cycle:

Date Data Received Ship-From Ship-To Item Values for Schedule Date 6-Feb Values for Schedule Date 13-Feb Values for Schedule Date 20-Feb Values for Schedule Date 27-Feb

2-Jan-2017

Supplier A

Site A

Y

150 units

150 units

150 units

No Record Sent

4-Jan-2017

Supplier A

Site A

Y

150 units

No Record Sent

300 units

300 units

An order forecast is published on 2-Jan-2017 with a weekly aggregation and Monday as the start date. The schedule is for the weeks of 6-Feb, 13-Feb, 20-Feb, and 27-Feb. On 4-Jan-2017 the decomposition process evaluates each schedule detail and compares it to the previous item forecast received on 2-Jan-2017.

  • No update: For the aggregation week of 6-Feb, the decomposition process determines that there is no change to the pre-existing schedule detail. There are no changes in the forecast quantity, so there is no change in the commit quantity.

  • Cancel: For the aggregation week of 13-Feb, because no record was sent, the decomposition process will assume the 2/13 bucket has been canceled. The record will be versioned and the forecast quantity will be set to 0. Any commits made will remain.

  • Update: For the aggregation week of 20-Feb, because the forecast quantity changed, the decomposition process will create a new up versioned schedule detail record. The record will be versioned and the forecast quantity will be set to 300. A new commit will be expected.

  • Add: For the aggregation week of 27-Feb, because the time bucket 27-Feb did not exist previously the decomposition process will create a new schedule detail record. The forecast quantity will be set to 300. A commit will be expected.

When an order forecast is republished, the service level agreement is recalculated. For example, if the service level agreement is 2 days. If the original publish date for the order forecast is 2-Jan the due date is 4-Jan. If the order forecast is republished on 3-Jan the due date is set to 5-Jan.

Note: The forecast data for time buckets in a past date cannot be updated in a mid-cycle update. Those quantities will remain until the end of the planning cycle.

Example of Updating Commits Mid-Cycle

During a planning cycle, if there is a change in the commit quantity mid-cycle, the schedule details are versioned and the commit quantities are updated.

You need not provide commits across all the time buckets at the same time. For example, you can commit buckets 1-3 on Monday and commit buckets 4-8 on Tuesday.

Whenever you cancel a forecast, suppliers will need to resend the bucket they have already sent with the quantity set to 0.

If the supplier commits at a higher aggregation level, the previous commits within the time frame are automatically canceled. New schedule details are created and up-versioned and the commit quantity is set to 0.

For example, if the commit values are updated during the planning cycle 2-Jan to 3-Jan:

  • Commit Version 1 on 2-Jan:

    • 6-Feb to 13-Feb: 500

  • Commit Version 2 on 3-Jan:

    • 6-Feb to 6-Feb: 200

    • 8-Feb to 8-Feb: 300

    • 6-Feb to 13-Feb: 0 (Version previous commit and set quantity to 0)

Overview of Orchestration

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

Note: The Item Forecast orchestration processes are grouped by collaboration plan and whether the plan is managed or B2B Only.

The orchestration process will be active until it expires based on the planning cycle end date or B2B Only expiration period. The following seeded orchestration processes are supported:

  • Vcs_SupplyPlanning_Managed: This process is used for supply planning managed forecast collaboration. The process does the following:

    1. The forecast is published to Supplier Portal and sent to Collaboration Messaging Framework if applicable.

    2. When a commit is received, commit exceptions are run and commit decomposition initiated.

    3. When the planning cycle expires, all the records are marked with the Expired status and the Is_CURRENT_FLAG is set to N.

    This figure provides an overview of the Vcs_SupplyPlanning_Managed process.

    This illustration shows managed collaboration
  • Vcs_SupplyPlanning_Unmanaged: This process is used for Supply Chain Collaboration supply planning B2B Only forecast collaboration. The process does the following:

    1. The forecast is sent to Collaboration Messaging Framework. If the supplier site is not enabled for Collaboration Messaging Framework, an error event will be generated.

    2. When a commit is received, commit decomposition initiated.

    3. When the planning cycle expires, all the records are marked with the Expired status and the Is_CURRENT_FLAG is set to N. These records are deleted during the next decomposition cycle.

    This figure provides an overview of the Vcs_SupplyPlanning_Unmanaged process.

    This illustration shows B2B-only forecast collaboration

How You Use Oracle Social Networking

You can use Oracle Social Network for interaction between the enterprise users.

To use social networking:

  1. On the Manage Order Forecasts and Commits page, search for the order forecast.

  2. Select a row in the search results and click Actions > Edit.

  3. On the Edit Order Forecast Details page, click Social.

  4. On the Oracle Social Network page, click View Members > Manage.

  5. On the Manage Members page, search for the user and add to the member list.

  6. Enter a message and send the message. You can use all standard social features like related conversations, documents, referring conversations, group management.

  7. Close the Oracle Social Network page.

Manage with Oracle Fusion Supplier Portal

How You Manage with Oracle Fusion Supplier Portal

In Oracle Fusion Supplier Portal, supply chain collaboration is tracked and managed at the level of an order forecast for the supplier sites the supplier user has access. Supplier Portal Overview work area provides suppliers a quick glance across transaction flows and highlights urgent tasks which are relevant to a user's job role.

To access the page, select Supplier Portal in the Navigator in the Oracle Fusion application.

On the Oracle Fusion Supplier Portal - Manage Order Forecasts and Commits page, you can search for the order forecasts by entering the search parameters and navigating to the Edit Order Forecast Details page to edit the commit quantities.

As a supplier you can view only the order forecasts that are associated with you in Supplier Portal. If you are setup as a contract manufacturer, you can be enabled to view, adjust forecast quantities, or provide commits on behalf of your upstream suppliers.

Contract manufacturers who have been enabled to manage order forecasts for their upstream suppliers can access order forecasts using the Oracle Fusion Supplier Portal Manage Order Forecasts and Commits page. You can search for an upstream supplier's order forecasts by specifying your upstream supplier in the search parameters and navigating to the Edit Order Forecast Details page. On the Edit Order Forecast Details page, you can view, adjust forecast quantities, or provide commits on behalf of your upstream supplier.

Note: Depending on the collaboration relationship access settings, you may have permission to either adjust forecast quantities or provide commits on behalf of your upstream supplier.

Reports

Overview of Waterfall Reports

Supply Chain Collaboration Planners need to understand the order forecasts and supplier commitment changes over time to address supply volatility and ensure supplier accountability. Waterfall analysis is used to evaluate the cumulative effect of supplier commits against a forecast over time. The waterfall reports provide the Collaboration Planner an indicator of the quality of the supplier's forecast and commit adherence for a given item forecast across multiple versions. As Oracle Fusion Planning Central Cloud Service or Oracle Supply Chain Planning publish new versions of order forecasts, Oracle Fusion Supply Chain Collaboration saves the previous version and the associated commits for analysis and reporting. With complete visibility, versioning, and audit trail, enterprises can work to continuously improve the collaboration process with their trading partners.

In Supply Chain Collaboration, you can view the following waterfall reports:

  • Relationship by item

  • Supplier by item

  • Supplier site by item

  • Ship to by item

  • Item

In waterfall reports, you can view order forecasts and commits in alternate units of measure (UOM) rather than just the item's primary UOM. Use the Reporting UOM Prompt in the Supply Chain Collaboration - Supply Planning Real Time subject area to update all waterfall reports to display the order forecasts and commits in the selected UOM.

For more information about subject areas, see the Oracle Supply Chain Management Cloud Subject Areas for Transactional Business Intelligence in SCM guide.

Order Forecast Waterfall by Relationship

In this report, you can view the aggregated forecast and commit quantities for a supplier site, ship to, and item per collaboration cycle.

Order Forecast Waterfall by Supplier

In this report, you can view the aggregated forecast and commit quantities for a supplier per collaboration plan, collaboration cycle, and item.

Order Forecast Waterfall by Supplier Site

In this report, you can view the aggregated forecast and commit quantities for a supplier site per collaboration plan, collaboration cycle, and item.

Order Forecast Waterfall by Ship To

In this report, you can view the aggregated forecast and commit quantities for a ship to organization per collaboration plan, collaboration cycle, and item.

Order Forecast Waterfall by Item

In this report, you can view the aggregated forecast and commit quantities for an item per collaboration plan and collaboration cycle.

Forecast Record Details

In this report, you can view the record details for a specific forecast record.

Forecast Version Details

In this report, you can view the version details for a specific forecast record.

Commit Record Details

In this report, you can view the record details for a specific commit record.

Commit Version Details

In this report, you can view the version details for a specific commit record.

Overview of Historical Performance Reports

Historical understanding of supplier commitment deviations will help an enterprise analyze the supplier's performance and accountability, and help ensure that the demand for finished goods is met on time. The historical performance reports show the percentage of order forecasts fulfilled by a supplier, their variability over time, and their average response time. This information is prepared based on the order forecasts and commits of previous versions that are saved for analysis and reporting purposes. The enterprise can view and analyze predefined historical performance reports aggregated by collaboration plan, supplier, ship to, and item, as well as, select and display data for the previous collaboration cycle or all collaboration cycles.

Historical Performance by Collaboration Plan

In this report, you can view the commit cycle times and commit to forecast performance of the previous collaboration cycle or all collaboration cycles for a collaboration plan.

Historical Performance by Item

In this report, you can view the commit cycle times and commit to forecast performance of the previous collaboration cycle or all collaboration cycles for an item.

Historical Performance by Ship To

In this report, you can view the commit cycle times and commit to forecast performance of the previous collaboration cycle or all collaboration cycles for a ship-to organization.

Historical Performance by Supplier

In this report, you can view the commit cycle times and commit to forecast performance of the previous collaboration cycle or all collaboration cycles for a supplier.

Set Up Supply Chain Collaboration Reports

Before reports are available to use, you have to setup the reports for them to be visible in the Shared Reports and Analytics folder in the Reports and Analysis panel.

To setup reports:

  1. In the Supply Chain Collaboration work area, click the Edit Settings icon in the Reports and Analytics panel.

  2. In the Edit Settings dialog box, click Select and Add.

  3. In the Select and Add: Reports and Analytics dialog box, expand Report Name.

  4. Select the report that you want to add and click Apply and then click OK.

  5. In the Edit Settings dialog box, click Save and Close.

View Supply Chain Collaboration Reports

To view reports:

  1. In the Supply Chain Collaboration work area, expand Shared Reports and Analytics in the Reports and Analysis panel.

  2. Click the report you want to view and select View.

  3. On the report page, select the required parameters and click Apply.

Overview of OTBI for Supply Chain Collaboration

Oracle Transactional Business Intelligence (OTBI) offers you real-time, self-service reporting from Oracle Fusion Supply Chain Collaboration. It is a dynamic reporting layer built keeping the business user in mind.

You can create and view OTBI analysis using Reports and Analytics from the Supply Chain Collaboration work area, or by using Oracle BI Application. You can also select Reports and Analytics option from Tools on the Home page.

Note: The OTBI Supply Chain Collaboration subject area and reports don't support supply plans with organizations and items collected from an external source system. For supply plans collected from an external source system, use Oracle Fusion Supply Chain Planning analytics.

As a collaboration planner, you can access the Supply Chain Collaboration-related OTBI subject areas. You can view the analysis only for suppliers that you have access to.

OTBI provides the following Supply Chain Collaboration subject area, which you can use to build user-defined analysis:

  • Supply Chain Collaboration - Supply Planning Real Time

The dimensions and facts in this subject area provide you visibility to supply planning transactions.

For more information, see the Oracle Supply Chain Management Cloud Creating and Administering Analytics and Reports for SCM guide.