Business Flows for Sales and Operations Planning

Use Sales and Operations Planning, a modern planning cloud solution, to manage your sales and operations planning process.

You can perform the following in the Sales and Operations Planning work area:

Process data collection and load planning data from external sources
Create and manage plans
Conduct the Product Review, Demand Review, Supply Review, Financial Review, and Executive Review stages
Automate a portion of the planning processes or run a subset of the processes
Analyze and adjust your data at any stage

Data Collection

Data collection is the first step of the planning business flow. You can collect and transform the data from various Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) applications to the Supply Chain Planning repository. The data that you collect can be of three types:

Master data: Primarily sourced from Oracle Supply Chain Management Cloud.
Demand data: Two potential sources of demand data are:
- Sales order data that flow from the Oracle Order Management Cloud.
- Shipment history from the Oracle Materials Management Cloud.
Supply data: Supply data is collected from three sources:
- Oracle Inventory Management Cloud
- Oracle Manufacturing Cloud
- Oracle Purchasing Cloud

Load Planning Data from Files

Apart from collecting data from an Oracle Fusion source system, you can also collect data from an external source system. Use the predefined collection templates (XLSM files) to collect data from an external source system.

Use these collection templates to collect bills of resources and planning measures data from external sources by using the file-based data import (FBDI) template: ScpBillOfResourcesImportTemplate.xlsm and ScpMeasuresImportTemplate.xlsm. Or, use the Create Bills of Resources scheduled process to automatically create bills of resources for planning assembly items in a sales and operations plan.

Note: To create bills of resources at the category level, you must use the FBDI template, ScpBillOfResourcesImportTemplate.xlsm

Manage Plans

In the Manage Plan stage, you create and manage sales and operations plans. You can create a plan and then define the plan based on your business requirement.

The Manage Plans page is for integrated plan management. The following are some of the tasks that you can perform from the Manage Plans page:

Create and define plans
Create a copy of existing plans
Open an existing plan
Run plans in batch mode
Perform data refresh on your plans
Approve plans

Load Measures from Other Plans

Loading measures from other plans is an optional step. If you have a valid supply plan, demand plan, or demand and supply plan, you can load measures from these plans to a sales and operations plan. The plans can be from the Demand Management, Supply Planning, Demand and Supply Planning, or Planning Central work area. For example, if the shipment forecast is managed in Demand Management or Planning Central, you can use the Load Measures from Other Plans task to load the shipment forecast in Sales and Operations Planning.

Process Review Stages

During the process review stages, you work with stakeholders to manage the product life cycle, balance demand and supply, and review the financial feasibility to execute the plan. The process review includes the following stages:

Product Review
Demand Review
Supply Review
Financial Review
Executive Review

Note: For more information about each of the process review stages, see the Manage Planning Cycles chapter in the Using Sales and Operations Planning guide.

Approval and Execution

In the approval and execution stage, you decide upon the best plan among alternative simulation plans using plan comparison. After you get an approval for the consensus operating plan from all stakeholders, you execute the plan in your tactical planning process.