1. Using Backlog Management
  2. Plan Run Types

Plan Run Types

You can run plans in three ways. This table explains them:

Plan Run Action Name

Objective

How You Do It

Run Plan

To plan the backlog by reallocating supply that's already pegged to the orders in your search results.

  1. On the Backlog Analysis page, use search filters to view the orders you want to plan.

  2. Click Run Plan.

Refresh and Plan

To plan the backlog after reading in latest supply data on the orders in your search results. In this mode, enough supply is retained to also honor scheduled dates on orders outside the search results that require the same supply items.

  1. On the Backlog Analysis page, open the Run Plan menu.

  2. Click the Refresh and Plan action.

Start Backlog Planning scheduled process

To schedule a plan run at regular intervals, which reads in latest supply and demand data from the collected data.

  1. On the Scheduled Processes page, click the Schedule New Process action.

  2. Search for the Start Backlog Planning job and click OK.

  3. In the Process Options dialog box, specify the demand priority rule. If you don't specify a rule, the process uses the default demand priority rule that's defined on the Manage Backlog Planning Options page.

  4. Define values to plan orders by organization, category, items, and customers. If you don't specify any of these, then your entire backlog will be planned.

  5. Specify whether to generate replay data sets. Enable this setting when you need to provide Oracle Support with detailed plan run information, which you can download as a ZIP file from the process log of the Start Filtered Backlog Planning child process.

  6. Click Submit.

Note: The options in Step 4 are filters to let you specify which orders you want to plan. Let's say you specify just the item, Item A. Then, all orders for Item A will be planned. But let's say you also specify the organization as ORG_M1. Then, all orders that get Item A from ORG_M1 will be planned. Orders that get Item A from another organization won't be planned.
Note: You can select multiple organizations for Start Backlog Planning or Release Backlog Planning Results scheduled processes but the selected organizations should be from the same source system or instance code.