Create a Segment Group

A segment group consists of segments into which combinations are grouped. The segment group has a granularity that's also applicable to the segments. You define the segments on the basis of dimension-based or measure-based criteria.

In the Replenishment Planning work area, the combinations consist of items and locations that are collected from Oracle Fusion Cloud Product Lifecycle Management.
In the Supply Planning and Planning Central work areas, the combinations consist of items and locations that are collected from Oracle Product Lifecycle Management.
In the Sales and Operations Planning work area, the combinations consist of items and locations that are collected from Oracle Product Lifecycle Management.
In the Demand Management work area, the combinations could include both:
- Items and locations that are collected from Oracle Product Lifecycle Management.
- Customers and demand classes that are collected from Oracle Fusion Cloud Applications and external sources.

To create a segment group, you must:

Create the segment group.
Define the segments.
Define criteria for the segments.

To restrict segmentation to items for which replenishment planning must be done, you first set the MPS and MRP Planning Method attribute of items to Replenishment planning in Oracle Product Lifecycle Management. Then, while setting up criteria for segments of the segment group, you set the Planning Method attribute for the Product dimension to Replenishment planning. After collection and segmentation, only replenishment planning items are grouped into the segments of the segment group.

If you're planning replenishments at the item-subinventory level, select the Organization dimension for the segment group. Then, add the dimension to segments of the group, and use the Location attribute of the dimension to include subinventories in the segments. The subinventories are listed in the <organization>:<subinventory> format.

Create the Segment Group

Follow these steps to create the segment group:

On the Tasks panel tab, under Plan Inputs, select Manage Segment Groups and Criteria.

The Manage Segment Groups and Criteria page opens.
Under Search Results, click Actions > Create.

The Create Segment Group page opens.
In Segment Group, enter the segment group name.
In Source System, select the source system for the segment group.

The source system must be the same as that used in the plan to which you attach the segment group. Only the combinations in the selected source system are available after segmentation in the segment group.
In Simulation Set, select a simulation set for the segment group.

If you plan to simulate changes to the same item attributes at the segment group and plan levels, preferably, use the same simulation set in both cases.
In Description, enter the segment group description.
Under Segment Granularity, in the Dimension column, select the dimension that you want to specify for the segment group granularity.

The lowest levels for the selected dimensions are displayed in the Level column, and the displayed levels make up the segment group's granularity.

Note the following:
- For demand, demand and supply, sales and operations, and supply plans, only the predefined Customer, Demand Class, Organization, and Product dimensions are supported. You must select the Product dimension. If you select the Customer or Demand Class dimension, you must specify measure-based criteria for each segment.
- For replenishment plans, you must select only the Organization and Product dimensions.
Add more dimensions as required by clicking the Add Row icon.
In Catalog, select the Oracle Product Lifecycle Management catalog from which you want to use categories while specifying the attributes for Product dimension-based criteria of segments in the group.
Click Save.

Define the Segments

Follow these steps to create a segment in the segment group:

Under Segments, click the Add Row icon.
Enter the segment name and description.
Under Rank, accept the default number that's a multiple of 10 or enter a whole number that's unique for the segment group.

During segmentation, if a combination meets the criteria for more than one segment, the combination is assigned to the segment with the lower rank.
Add more segments as required.
Click Save.

Define Criteria for the Segments

Follow these steps to define criteria for segments:

Under Segments, select the segment for which you want to define criteria.
Under Segment Criteria, click the Add Row icon.

A row appears for the segment criterion of the segment.
Set the criterion as follows:
1. In the list under Dimension, if you want the criterion to be based on the selected dimensions for the segment group:
  1. Select a dimension.
    
    The list under Attribute is enabled and displays the attributes for the selected dimension.
  2. In the list for attributes, select an attribute for the dimension.
    
    If you selected the Product dimension, and you previously specified an Oracle Product Lifecycle Management catalog, the list includes Category as an attribute.
    
    If you selected the Product dimension, you can select the attribute named Safety Stock Planning Method.
  3. In the list for operators, select the operator with which you want to evaluate the attribute.
    
    Depending on your selection, fields or lists under From Value and To Value may be enabled, and dialog boxes may open.
  4. Specify the values for the attribute.
    
    If you selected Category as an attribute, the categories for the selected Oracle Product Lifecycle Management catalog are displayed in the list under From Value.
    
    If you selected Safety Stock Planning Method as an attribute, you can select Safety stock quantity, Days of cover, or Not planned in the list under From Value.
2. In the list under Dimension, if you want the criterion to be based on measures:
  1. Select Measure-based criteria.
    
    The Search and Select: Plans dialog box appears.
  2. In the Available Plans pane, in Type, specify the plan type.
  3. Click the Find icon.
    
    The available plans are displayed. For Replenishment Planning, only those plans for which the Generate forecast check box is selected on the Plan Options page are displayed.
    
    The plans should have been run and contain tables with the required measures. The tables should have only those dimensions and levels that are in the segment group.
  4. Select and move plans to the Selected Plans pane.
  5. Click OK to return to the Create Segment Group page.
  6. In Measure Evaluation Table, select the table from which a measure should be selected for the segment criterion.
    
    The tables associated with the selected demand or replenishment plans are available in the list.
  7. In Measure Name, select a measure.
  8. In Operator, select the operator with which you want to evaluate the measure value.
    
    Depending on your selection, the From Value field, To Value field, or both are enabled.
  9. Specify the values for the measure.
Add more rows for segment criteria as required.

If you're adding rows, enter a whole number in the field under Group for each row. During segmentation, those rows with the same whole number are processed with the AND operator. Then, the resulting criteria are processed with the OR operator.
Click Save.