1. Using Backlog Management
  2. Overview of Backlog Planning Rules

Overview of Backlog Planning Rules

Use backlog planning rules to control how supply availability is considered during backlog management. You can create, edit, and delete backlog planning rule using the Manage Backlog Planning rules task in the Backlog Management work area. Defining the backlog planning rule involves two tasks: specifying the backlog planning mode, and assigning the backlog planning rule.

Note: Backlog planning rules share data with ATP rules in Oracle Global Order Promising. So if your enterprise uses Global Order Promising, then changes to a backlog planning rule may impact the corresponding ATP rule.

Backlog Planning Mode Selection

The backlog planning mode determines which supply and demand attributes are evaluated when supply availability is being considered. You pick a planning mode depending on the nature of your supply, your preferred supply and demand source types, and a variety of time constraints. To do so, use the Backlog Planning Mode tab. There are three backlog planning modes:

  • Supply Chain Availability Search mode: You use this mode when your supply is for items that are of high value or highly constrained.

  • Lead Time Based mode: You use this mode when your supply is for items that are made-to-order.

  • Infinite Availability Based mode: You use this mode when your supply is for items that are easily available or of low value.

To know more about these modes, refer to the Backlog Planning Modes topic.

Backlog Planning Rule Assignment

You can control supply availability for an item, for a category of items, for all items in an organization, or for a specific item from an organization, by associating them with backlog planning rules. To do so, use the Backlog Planning Rule Assignment tab. Remember that for an item to be used in the planning process, it must be assigned to backlog planning rule.

Because there are four assignment bases, multiple backlog planning rules can be applicable to an item. But the granularity of the assignment bases determine which rule is used for the item. To know more, refer to the Backlog Planning Rule Precedence topic.