How You Define Planners for Supply Chain Planning

Planners are the people in your organization who are responsible for a set of items, their inventory levels, supply and demand, and so forth. For example, some typical titles of planners are Material Planner, Supply Chain Planner, and Demand Planner.

All supply chain planning products use planners. You can define a specific person as a supply chain planner for the Oracle Fusion source system or for any other source system. You can also associate a planner to an item at the organization level.

Use the ScpPlannersImportTemplate.xlsm import template to create the CSV file for the Load Planning Data from Files task for planners. You can also use the Manage Planners page to define supply chain planners for each source system. Access the Manage Planners page from a Supply Chain Planning work area. Click the Tasks panel drawer and then click the Manage Planners link.

For Oracle Fusion source systems, associate the employee identification number with the planner name because Oracle Purchasing requires a valid employee identification number. When a planner releases a planned order, purchasing checks the employee identification number before creating the purchase requisition.

For external source systems, determine if the employee identification number is required when releasing planned orders. If required, use the Manage Planners page to associate the planner with their employee identification number. Or, you can use the ScpPlannersImportTemplate.xlsm template to associate the employee identification number with the planner name.

Use Oracle Product Hub to assign planners at the item-organization level. During data collections, the planning processes collect the planner-item-organization assignment. Planners can then use the planner name to search the data on most of the demand and supply planning pages.