Manage Planning Source Systems for Data Collections

To populate the planning data repository, also known as the order orchestration and planning data repository, you collect data from the Oracle Fusion source system.

On the Manage Planning Source Systems page in one of the Supply Chain Planning work areas, enable organizations for collections. Depending on your security privilege, you can also enable organizations from the Setup and Maintenance work area.

Go to the Setup and Maintenance work area, then go to the task:

  • Offering: Supply Chain Planning

  • Functional Area: Supply Chain Planning Configuration

  • Task: Manage Planning Source Systems

The Oracle Fusion Source System

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

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

  • Offering: Supply Chain Planning

  • Functional Area: Supply Chain Planning Configuration

  • Task: Manage Trading Community Source System

External Source Systems

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

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

Version External

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

Version Others

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

  • External system data for Items, Item Structures, and Catalogs is uploaded to the Product Information Management work area

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

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

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

Organizations Enabled for Data Collections

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

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

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

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

    When adding organizations to the Oracle Fusion source system to be collected into planning, you must click the Refresh Organization List button and then enable the organizations for collections.

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

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

To enable organizations for data collections when the source system version is External (completely external source system), upload organizations using the file-based import process. The organizations are automatically enabled for collections. In the Supply Chain Planning Organizations FBDI import template (ScpOrganizationImportTemplate.xlsm), Organization tab, enter Active in the Status column for all organizations you want to import. If you leave the field blank for an organization, that organization won't show up in the Maintain Supply Network Model page in the Plan Inputs work area.

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

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

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