1. Using Supply Chain Collaboration
  2. Send Notifications to Buyers or Item Planners When a Supplier Commits

Send Notifications to Buyers or Item Planners When a Supplier Commits

In this example, an Oracle Transactional Business Intelligence Cloud (OTBI) agent can notify buyers or item planners when a supplier commits. OTBI agents can be scheduled to analyze and send an alert or email to authorized users such as buyers or planners based on the results of the analysis.

You can use the Supplier Commit Mismatch Notification to Buyer example analysis to investigate the notification option. The example is available in Oracle Transactional Business Intelligence Catalog under Shared Folders > Supply Chain Management > Supply Chain Collaboration > Transactional Analysis Samples > Supply Planning > Report Components.

This example analysis displays notifications to a buyer when a supplier commits to a forecast within the last hour where Current Commit to Forecast Percent for any order forecast is less than 100.

Let's look at the steps to use the Supplier Commit Mismatch Notification to Buyer example analysis.

Note: Buyers and planners must have the appropriate data access security in Oracle Supply Chain Collaboration and the Supply Chain Collaboration Transaction Analysis Duty role to receive supplier commit notifications from this analysis.

Create an Agent

To create an agent:

  1. In Oracle Transactional Business Intelligence work area, click New and then select Agent.

  2. On the Agent page, the General tab, set Run As to Recipient.

  3. On the Schedule tab, select the agent and schedule to run every 60 minutes.

  4. On the Condition tab, set Settings to Use a condition, select the Supplier Commit Mismatch Notification to Buyer analysis, and ensure that the condition is set as True If Row Count is greater than 0.

  5. On the Delivery Content tab, enter a subject to display in the notification, set Content to Condition Analysis and set Delivery to Deliver results directly for this example.

  6. On the Recipients tab, select Get recipients from the Analysis Used in the Agent Condition, add a buyer user name to Column Containing Recipients and select Only Return Rows Relevant to the User Running the Agent.

    Note: You need the BI Administrator role to use the Get recipients from the Analysis Used in the Agent Condition agent feature.
    Note: The user name must be converted to uppercase in the analysis for the Agent to resolve to the correct user for notifications to work correctly.

Adjust Notifications

You can adjust how often buyers are notified of supplier commits by setting the analysis' filter for Committed Date and the Agent schedule to your desired time interval.

If you want to notify the planners, you can update the analysis in to include Planner and remove the buyer, and update the Agent's recipients to the planner user name.

Adjust Commit to Forecast Percent Filter

You can set the Current Commit to Forecast Percent filter in the analysis. For example, if you want to be notified about only the commits to forecast that are less than 75%, you can change the analysis Current Commit to Forecast Percent filter to less than 75.

For more information about agents, see Delivering Content in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition.