Segmentation in Oracle Fusion Cloud Sales and Operations Planning

Segmentation is the process of grouping combinations into segments on the basis of user-defined, static, or dynamic attributes. Through segmentation, you can better manage the supply for many combinations by grouping them into a few segments.

In Sales and Operations Planning, these combinations can include items, locations, customers, and demand classes.

You can use segments in sales and operations planning to do any of the following:

• Apply policy assignment sets by segment groups.
• View data and perform drills in tables and graphs by segments.
• Define segment groups for use in attribute-based netting sequences.
• Filter data in analysis sets by using segments as filters. Then, you can apply forecasting profiles to specific segments by selecting the associated analysis sets.
  For example, you can perform segmentation by defining segment groups that are based on:

  • Intermittency and volatility
  • Demand volume and cost
  • Item attributes for the Customer, Demand Class, Organization, and Product dimensions such as Lifestyle Phase
  • User-defined attributes and organizations, regions, and zones

Segmentation is available and functions the same in the following work areas, except for minor differences, which are noted in specific segmentation topics.

• Sales and Planning Operations
• Supply Planning
• Planning Central
• Demand Management
• Demand and Supply Planning
• Replenishment Planning
• Plan Inputs

How You Perform Segmentation

Here's what you do during the segmentation process:

1. Set up a segment group and its segments. The segment group has a specific granularity that's applicable to the segments. You specify dimension-based or measure-based criteria for each segment on the basis of which combinations are assigned to the segment.

2. Run the segmentation job for the segment group from the Manage Segment Groups and Criteria page (Actions

   > Execute Segmentation). The combinations are grouped into the segments.

3. View the results of segmentation, and optionally override the assignment of combinations to segments to better meet your business requirements.

This flow chart summarizes the segmentation process:

When the segments are used as members for tables and graphs, for combinations that aren't associated with a segment in the segment group, the segment information is shown as "Not available."

What You Do After Segmentation

Here's what you do after the segmentation process:

1. Create a policy assignment set and then attach the segment group to the policy assignment set.
2. Attach the segment group to a supply plan.
3. Run the supply plan to calculate the unique plan requirements for the item-org combinations in each segment.