Data Preparation and Planning Configuration

Before you plan your backlog, you must ensure that the following data setups are complete:

1. Verify that the sales orders you want to plan have been scheduled and collected.

   Review the Supplies and Demands table in the Plan Inputs work area to verify that these orders have been scheduled in Oracle Fusion Cloud Order Management.

2. Collect planning data using data collection tasks.

   You can collect data from an Oracle Fusion source system or from an external source system. If your enterprise uses Oracle Fusion Cloud Order Management, you collect scheduled sales orders and predefined sales order attributes. If your enterprise uses an external source system, you can also collect unscheduled sales orders and user-defined sales order attributes. To know more, Refer to the Collect Planning Data chapter.

3. Ensure that supply sourcing is set up.

   Review your sourcing rules, bills of distribution, and assignment sets using the related task links. If your enterprise uses Global Order Promising, the same assignment set definitions should be used in Backlog Management. To know more, Refer to the Sourcing rules, Bills of Distribution, and Assignment Sets chapter.

4. Ensure that the drop-ship validation organization has been defined.

   If you plan to use drop-ship organizations in planning, use the Maintain Network Supply Model task to define the drop-ship validation organization and the time zones used to determine transit times. To know more, refer to the Maintain Supply Network Model chapter.

5. Define a demand priority rule.

   Define the rules that prioritize orders for fulfillment based on rankings of order attributes. The order priorities determine which demands have more access to supply. You can create multiple demand priority rules, and alternate between rules to understand how planning results change. To know more, refer to the Demand Priority Rules chapter.

6. Configure your backlog planning options.

   Configure default parameters for your backlog planning runs. To know more, refer to the Backlog Planning Options topic.

7. Ensure that all items are assigned to a backlog planning rule.

   Define rules that determine what kind of supply can be used for demand fulfillment. You can configure supply items to be available infinitely, available after a lead time, or available based on their supply type. Specify whether these rules apply to items, organizations, item categories, or to item-organization combinations. If your enterprise uses Oracle Global Order Promising, items will already be assigned to these rules. To know more, refer to the Backlog Planning Rules chapter.

8. Define a supply allocation rule.

   Define rules that govern how much supply is available to attributes in a supply allocation hierarchy. You configure the hierarchy in the Backlog Planning Options UI, and define supply allocation rules for item-organization levels in the Supply Allocation Rules UI. To know more, refer to the Supply Allocation Rules chapter.

9. Ensure that planners and planning calendars have been set up or collected.

   If your enterprise has set up calendar and planner data in other cloud services like Supply Planning and Global Order Promising, then that data will be respected during backlog planning.