1. Implementing Supply Chain Planning
  2. Supply Chain Planning Configuration Tasks

Supply Chain Planning Configuration Tasks

The Define Supply Chain Planning Configuration task list is part of the Supply Chain Planning offering.

If you have navigated to the Setup: Supply Chain Planning page from the Supply Chain Planning offering in the Setup and Maintenance work area, the Supply Chain Planning Configuration functional area corresponds to the Define Supply Chain Planning Configuration task list. The task list, or functional area, contains six tasks, two of which are required to set up the Planning Central, Supply Planning, Demand Management, and Sales and Operations Planning work areas. This topic explains the following:

  • The tasks included in the task list, or functional area, and which tasks are required.

  • The work areas you can use to access the tasks.

The Tasks Included in the Task List

The following table specifies which tasks are included in the Define Supply Chain Planning Configuration task list or Supply Chain Planning Configuration functional area. The table also specifies which tasks are required.

Task

Required or Optional

Comments

Manage Trading Community Source Systems

Optional

The Oracle Fusion source system is predefined. You must create a trading community model if the source system version is External

Manage Planning Source Systems

Optional

The Oracle Fusion source system is predefined.

You must add a source system if you plan to perform supply chain planning for external source systems.

Manage Planning Profile Options

Optional

You can use the predefined values for all of the profile options.

To use the Order Promising work area, there is one profile option you must define: the Order Promising Sourcing Assignment Set.

Collect Planning Data

Required

Planning Central, Supply Planning, Demand Management, and Sales and Operations Planning work areas use data collected into the planing data repository.

You must collect planning data to use any of these products.

Load Planning Data from Files

Optional

If you are not using the Oracle source system to collect data, you can load data from CSV files for usage by Supply Chain Planning work areas.

For example, if you are using external data for Order Promising work area, you must load data from these external source systems.

Configure Planning Analytics

Required

A minimum set of steps must be completed for this task for plans to run successfully.

Collect calendars from the Oracle Fusion source.

Add the following to the default Dimension catalog:

  • At least one calendar to the Time hierarchy.

  • At least one product catalog to the Product Hierarchy, if the default Planning Catalog is not collected.

Default hierarchies can be used for the other dimensions.

Work Areas to Use to Access the Tasks

You can access the tasks included in the Define Supply Chain Planning Configuration task list from the following work areas:

  • Setup and Maintenance: Use the Supply Chain Planning offering on the Setup and Maintenance work area. For more details regarding using the Setup and Maintenance work area to perform setup tasks, see the Oracle Fusion Cloud SCM Implementing Common Features for SCM guide.

  • Other Supply Chain Planning work areas (Planning Central, Supply Planning, Demand Management, and Sales and Operations Planning): Use the Task menu to access these tasks from one of the Supply Chain Planning work areas.