Contents

• Title and Copyright Information
• Get Help

1 Introduction to Demand Management

• Overview of Demand Management
• Overview of Supply Chain Planning Work Areas
• Overview of the Demand Management Work Area
• Access Tasks as Quick Actions on a Home Page
• Work with Page Layouts in Demand Management
• Overview of Supply Chain Planning Plan Types
• Planners for Supply Chain Planning
  • How You Define Planners for Supply Chain Planning
  • Update Planner Data with New Employee Information
  • How You Reassign Item Definitions to a Different Planner
• Assign Time Zones to Locations in Supply Chain Planning

2 Tables, Graphs, Analysis Sets, Tiles, and Tile Sets

• Overview of Tables, Graphs, Analysis Sets, Tiles, and Tile Sets
• Use Advanced Options in the Selector Tool
• Create an Analysis Set
• Create a Tile in Supply Chain Planning
• Set Measure Targets for Use in Tiles
• Create a Tile Set in Supply Chain Planning
• Use Table Drilling
• Use Table Linking
• Link to External Systems
  • Overview of Linking to External Systems with Context
  • Structure of a Link to an External System
  • Set Up the Application Integration for an External System
  • Edit the Application Integration for an External System
  • Create a Link to an External System
  • Edit a Link to an External System
  • Use a Link to an External System
• Graph Layout Options
• Configure Filters for Graphs
• Set Your Axis Scale
• Format How Measures Are Displayed in Tables and Graphs
• Configure Color by Measure to Display in Graphs
• How You Can Edit Measures at an Aggregate Time Level
• How Time Periods Are Calculated and Displayed in Tables, Graphs, and the Selector Tool
• Manage Measure Data in Tables
  • How You Can Edit Measure Data
  • Copy and Paste Values in Tables
  • Manage Data Calculations When Editing Measure Data in a Supply Chain Planning Table
  • How You Lock Cells While Editing Measure Data or Allocating Values in a Table
  • How do I enable the Lock and Unlock actions for a table when editing measure data?
  • Can I unlock all cells at once when editing measure data in a table?
  • How can I highlight editable cells in a table?

3 Exceptions

• Exceptions in Plans
  • Overview of Plan Exceptions
  • Configure Exception Thresholds
  • Create Tables and Graphs for Exceptions
• Exceptions and Exception Sets
  • Overview of Exceptions and Exception Sets
  • How You Edit Exceptions
  • Configure Exception Sets
  • Set Filters on Planning Dimensions for Exceptions
• Predefined Planning Exceptions
  • Overview of Predefined Planning Exceptions
  • Predefined Demand Planning Exceptions
• User-Defined Exceptions
  • Overview of User-Defined Exceptions
  • Configure Measure-Based Exceptions
  • Configure Exceptions Based on User-Defined Measures
  • Calculate User-Defined, Measure-Based Exceptions

4 Planning Analytics

• Overview of Planning Analytics
• Configure Planning Analytics
• Dimensions and Dimension Catalogs
  • How You Use Dimensions and Dimension Catalogs in Supply Chain Planning
  • Considerations for Setting Up Dimension Catalogs
  • What's a dimension in Supply Chain Planning?
  • How can I use dimensions in Supply Chain Planning?
  • What's a dimension catalog in Supply Chain Planning?
  • Can I modify the default dimension catalog?
• Measure Catalogs
  • How You Use Measure Catalogs in Supply Chain Planning
  • Can I modify the default measure catalog?
• Levels and Attributes
  • How You Use Levels and Attributes in Supply Chain Planning
• Hybrid Time Hierarchies
  • Overview of Combining Calendars in Demand Plans with Aggregate Time Levels
  • How You Create and Use Hybrid Time Hierarchies
  • How Hybrid Time Hierarchies Are Created for Calendar Combinations
  • Run the Create Hybrid Time Hierarchies Scheduled Process
• User-Defined Hierarchies
  • Overview of User-Defined Hierarchies
  • Create a User-Defined Hierarchy
  • Add or Remove Members
  • Add or Delete Levels
  • Delete a User-Defined Hierarchy

5 Planning Measures

• Predefined Measures in Supply Chain Planning
• How You Manage Planning Measures
• Import Measure Data Into a Planning Table
• Configure Units for a Measure
• Configure Currencies for a Measure
• Configure Conditional Formatting for a Measure
• Load Measures from Other Plans
  • Overview of Loading Measures from Other Plans
  • Load Measures from Other Plans
  • Orchestrate Load Measures Processes
• View the Audit Trail for a Measure
• Guidelines for Setting the Calculation Order
• Manage User-Defined Measures
  • Create Measures and Assign to a Measure Catalog
  • Duplicate, Edit, and Delete Measures
  • Create Measure Groups
  • Configure Global Goals for Measures
• Sales Orders Measure for Demand Plans
  • Sales Orders Measure and Comparison of the Forecast with Actuals
  • Change the Default Period for Including Sales Orders in the Sales Orders Measure

6 Planning Data Collections

• Overview of Data Collections for Supply Chain Planning
• Global Entities
• Data Collection Types for Supply Chain Planning
• Manage Planning Source Systems for Data Collections
• How the Order Orchestration and Order Promising Processes Use the Collected Planning Data
• How You Enable Cross-References of Entities by Data Collections
• How Planning Processes Collect Different Work Definitions and Item Structures
• Enable External Data Collection for the Oracle Fusion Source System
• Collection of Safety Stock Levels
• Set Up Catalogs and Items for Collections
  • Guidelines for Setting Up Catalogs for Collections
  • Guidelines for Setting Up Items for Collections
• Collect Planning Data from the Oracle Fusion Source System
  • How You Collect Different Data Types for Supply Chain Planning
  • Collection Filters and Collection Templates
  • Collect Data Using the Targeted Collection Type
  • Collect Data Using the Net Change Collection Type
  • Enable Organization Group Collection for the Net Change Collection Type
  • Manage Incremental Planning Collections Artifacts Scheduled Process
• Load Planning Data from Others and External Source Systems
  • How You Load Planning Data from Files
  • Create CSV Files to Load Planning Data
  • Data Collection Sequence
  • Templates Used to Create CSV Files
  • Run the Load Planning Data from Files Process
  • Load Planning Data from Files for a Selected Group of Organizations
  • Improve Performance of Measure Disaggregation
    • Overview of Improving Performance While Disaggregating Measure Data
    • Enable Multithreading for Measure Data Disaggregation for All Plans
    • Enable Multithreading for Measure Data Disaggregation for a Single Plan
    • Override the Default Value for the Multithreaded Process
• Collections for Oracle Replenishment Planning
• Collection of Consumption Data for Oracle Replenishment Planning
• ERP Integrations REST Service
  • Use of ERP Integrations REST Service in Collections
  • ERP Integrations REST Service
• Verify Collection Processes
  • Verify the Load Planning Data from Files Process
  • Review Data in the Planning Data Repository
• Purge Data
  • How You Purge Collected Data from the Data Repository for Supply Chain Planning
  • How You Purge Staging Tables for Supply Chain Planning
• Aggregate Customer Data
  • How You Aggregate Customer Data
  • How can I reset the key customer aggregated data for a plan?
  • Considerations for Collecting Key Customer Information
  • Load Aggregated Customer Data from Oracle E-Business Suite
• View and Refresh Collected Measure Data
  • View Collected Data for Measures Before Running a Plan
  • Additional Points About the Collected Measure Data Table
  • Refresh Collected Measure Data
  • Orchestrate Refresh Measures Processes
  • Additional Information About Orchestrate Refresh Measures Processes

7 Segmentation

• Segmentation in Oracle Demand Management
• Work with Segment Groups
  • Create a Segment Group
  • Edit a Segment Group
• Run Segmentation
• View the Segmentation Summary
• Override Segmentation Results

8 Planning Level Profiles

• Overview of Planning Level Profiles
• Statuses for Planning Level Profiles
• How You Use Planning Level Profiles
• Create a Planning Level Profile
• Edit a Planning Level Profile
• Duplicate a Planning Level Profile
• Delete a Planning Level Profile
• Automatically Submit Scheduled Processes for Planning Level Profiles

9 Demand Plans

• Actions to Manage Your Plans
• Create a Plan
• Enable Plans for OTBI Reporting
• Copy a Plan
• View a Plan
• Manage Plan Options
  • Define Scope Plan Options
  • Set Up Forecast Consumption for Transfer Orders
  • Considerations for Storing Plan Data at Aggregate Time Levels
  • Demand Plan Options for Demand or Replenishment Plans
  • Use the History Offset for Out-of-Sample Forecast Tuning
• Run a Demand Plan
• Publish Plan Data
• Modify Causal Factors
• Modify Demand Exceptions
• Approve a Demand Plan
• Plan Approval, Plan Attributes, and Plan Status
• When do I run a demand plan?
• Review Plan Messages
• Preserve Items
  • Prevent the Removal of Items Because of Accidental Changes
  • Change the Default Percentage for Item Preservation

10 Statistical Forecasts

• Statistical Forecasts, Causal Factors, and Decomposition Groups
• Create a Forecasting Profile
• Edit a User-Defined Forecasting Profile
• Forecasting Methods
• Configure Decomposition Groups
• Forecasting Parameters
• Measures for Bayesian Forecasting
• Forecast Trees
  • Overview of Forecast Trees
  • How a Forecast Tree Is Constructed
  • Best Practices for Setting Up Forecasting Tables for Forecast Trees
  • Example of an Incorrectly Constructed Forecast Tree
• Disaggregation of Statistical Forecasts
  • How Statistical Forecasts Are Disaggregated by Default
  • How You Configure Disaggregation of Statistical Forecasts
• Manage Product Launch Page
  • Overview of the Manage Product Launch Page
  • Use the Manage Product Launch Page
• Forecasting Using Supersession Relationships
  • Overview of Forecasting Using Supersession Relationships
  • How You Set Up Forecasting with Supersession Relationships
  • How the History Average Measure Is Calculated for the Current Revision and Latest Revision
  • Measures for Forecasting Using Supersession Relationships
• Feature-Based Forecasting
  • Overview of Feature-Based Forecasting for New Products
  • Set Up Feature-Based Forecasting for New Products
  • Set Up User Credentials for the Oracle IoT Intelligent Applications Cloud Service
  • Set Up User Credentials for the Oracle Business Intelligence Cloud Connector
  • Configure a Connection for the OCI Object Storage Service in the Oracle Business Intelligence Cloud Connector
  • Configure Oracle IoT Intelligent Applications Cloud Service for Feature-Based Forecasting
  • Guidelines for Setting Up Item Attributes for Feature-Based Forecasting
  • Measures for Feature-Based Forecasting
  • Guidelines for Setting Up Stored Measures for Feature-Based Forecasting
  • Forecasting Tables for Feature-Based Forecasting
  • Forecasting Method for Feature-Based Forecasting
  • Feature Groups for Feature-Based Forecasting
  • Forecasting Parameters for Feature-Based Forecasting
  • Relationships for New Products for Feature-Based Forecasting
  • Guidelines for Setting Up Analysis Sets for Feature-Based Forecasting
  • View Recommendations of the New Product Introduction Type in the Planning Advisor
• Forecasting for ETO Items
• Use the Product Lifecycle Management Page Layout
  • Overview of the Product Lifecycle Management Page Layout
  • How You Generate Forecasts While Managing Product Life Cycles
• How You Forecast Product Returns
• How You Generate Forecasts from a Product Launch Date
• How You Stop Forecasts from a Product Discontinuation Date

11 Business Insights

• Manage Notes in Supply Chain Planning

12 CTO Product Forecasts

• Forecasting for CTO Products
• Collect CTO Data
• CTO Options
• CTO Tables
• Filter Tables by a CTO Base Model and an Option Class
• Dynamically Link a CTO Item to Its BOM Structure
• What's the difference between the existing planning percentage and historical planning percentage?

13 Forecast Simulation

• Overview of Forecast Simulations
• Simulate Demand

14 Forecast Analysis and Approval

• Multidimensional Editing and Analysis
• How You Measure Forecast Accuracy
• Waterfall Analysis
• Trend Analysis
• Compare Demand Plans
• Forecast Levels
• Outliers
• Forecast Decomposition

15 Archive Plans

• Overview of Plan Archival
• Configure Archiving Parameters
• Overview of Archival for Calculating MAPE Statistics
• Archival for Calculating MAPE Statistics
• Delete Archives in Supply Chain Planning

16 Extract Plan Data

• Overview of Planning Measure Data Extractions from Plan Output
• Configure Plan Extract Parameters
• Files Created by the Plan Extract Process
• Dimension Data Files Created by the Plan Extract Process
• Dimension Definition Files Created by the Plan Extract Process
• Measure Data Files Created by the Plan Extract Process
• Measure Definition Files Created by the Plan Extract Process
• Dimension Codes Used by the Plan Extract Process
• Dimensionality Group Codes Used by the Plan Extract Process

17 Troubleshooting

• Resolve Error MSC-2806379
• Resolve Error MSC-2806380
• Resolve Warnings About Catalogs and Categories That Weren't Processed
• Resolve the Warning About the Default Product Catalog
• Resolve the Issue About Items Not Being Collected
• Resolve the Error About No Free Web Service or Application Resources