1. Using Supply Chain Orchestration
  2. Create Supply Requests

Create Supply Requests

Supply Chain Orchestration automatically creates the supply request, but you can use the Create Supply Request page to manually create an urgent request.

For example, replenish stock for an item during a time that happens outside of your regular planning cycle.

Assume you need a quantity of 100 to meet demand for the AS54888 item. You find that the quantity won't meet demand, so you create a supply request:

  1. Find your item.

    • Go to the Inventory Management work area, then click Tasks > Manage Item Quantities.

    • On the Manage Item Quantities page, search for the AS54888 item.

    • In the search results, in the Item column, expand Item AS54888, then notice the values in the quantity area.

      Item

      On Hand

      Organization V1

      50

      Organization M1

      25

      These are example values. The values in your tree will be different.

    • Click Actions > Request Transfer Order.

      Notice that the Create Supply Request page displays the destination organization and a reference number for the supply request.

      As an alternative, start in the Supply Orchestration work area:

      • Click the Create Supply Request tab at the top of the work area.

      • On the Create Supply Request page, click Change Organization.

      • In the Select Organization dialog, select the destination organization, then click OK.

  2. Add details for the supply request.

    Attribute

    Value

    Item

    AS54888

    Requested Quantity

    100

    UOM

    Each

    Requested Delivery Date

    Select today's date.

    If you access the Create Supply Request page from the Supply Orchestration work area, then click Add Row before you set the details.

  3. Click Select Supply Source.

    • The Select Supply Source page displays the source organizations that can fulfill the item according to the quantity and requested delivery date that you entered.

      The page displays supply sources in rank order depending on whether the item is planned.

      Item

      Rank According To

      Not planned

      The distance between the source and the destination organization. If the distance isn't available, then Orchestration uses a lower rank to indicate the source organization.

      Planned

      The value of the Option Ranks attribute in Global Order Promising.

    • You can also access the Select Supply Source page from the Enter Requisition Lines page in Self Service Procurement (SSP).

    • If an error displays when you click Select Supply Source, then make sure you have with the privileges that you need to access Order Promising.

      Go to the Security Console, create a role, then assign it to a user.

      Use these values when you create the role. For details, go to Implementing Security, then search for Using the Security Console.

      Attribute

      Value

      Role Category

      SCM Job Roles

      Function Security Policy Name

      View Planning Supply Availability

      Function Security Policy Code

      MSP_VIEW_PLANNING_SUPPLY_AVAILABILITY_PRIV

      User Login

      Select the inventory role, procurement role, or user that needs access.

      This topic uses predefined job roles. You must create your own job roles, depending on your security requirements. For details, see Privileges That You Need to Implement Order Management.

  4. Select a source organization, then click OK.

    Notice that the Create Supply Request page displays values according to your request, such as destination type, destination subinventory, source organization, supply type, destination location, source subinventory, and shipping method.

    If necessary, you can modify some of these details:

    • In the Supply Details column, click Additional Information.

    • In the Supply Details dialog, modify details, then click OK.

  5. Click OK > Submit.

    • Inventory Management sends a request to Supply Chain Orchestration to create a supply order.

    • Orchestration validates the request.

      If Validation

      Then

      Succeeds

      Orchestration creates a supply order, then sends supply transfer details to Inventory Management. Inventory Management creates the transfer order and displays the reference number for the supply request and line number.

      You can use the reference number to search for the supply order in the Inventory Management work area.

      Fails

      Inventory Management doesn't create the transfer order, but instead displays an error message.

Use Different Units Of Measure

You can use a unit of measure on your purchase order that's different from the unit of measure that you use on the order line in the supply request. Supply Chain Orchestration will convert the unit of measure on the order line that it receives in the supply request to the unit of measure that the corresponding purchase order uses in Oracle Purchasing, and then send the converted value to Purchasing to update the purchase order.

  • Improve your profit margins. Negotiate price with your supplier in a unit of measure that's different from the measure that you use on the order line.

  • Each purchase requisition will use the UOM from the order line. Each purchase order will use the Blanket Purchase Agreement that you use for the UOM.

  • If you set up a blanket purchase agreement that the purchase order references, then you can change the unit of measure on the purchase order. Use this feature when you need to update order line details in your back-to-back, contract manufacturing, planning, or outside processing flows.

Include Project Details in Your Request

You can use the Create Supply Request page in the Supply Orchestration work area or the Manage Item Quantities page in the Inventory Management work area to create a transfer supply request that includes project attributes.

Here's how it works:

  1. You specify the project and task when you create a supply request for a transfer order.
  2. Supply Chain Orchestration gets default values for the other project attributes and does the Project Accounting Transaction Control (PATC) validation.
  3. Supply Chain Orchestration sends the full set of validated project attributes and a request to create a transfer order to Inventory Management.
  4. Inventory Management creates the transfer order. The transfer order includes the project attributes.

Use this feature to make sure the project expenditures that you see in inventory are accurate. Your transfer order can include project details from the Create Supply Request page. Inventory Management uses these details to fulfill the item from inventory that's specific for the project, so you can accurately apply the cost that you incur for carrying inventory to each project.

Use the New Supply Request Task

Use the New Supply Request task to help you create a transfer supply request on your desktop, tablet, or mobile device. Supply Chain Orchestration will display the supply source that provides the optimal fulfillment for your request, by default. You can accept the default supply source or pick another one from a list of sources when you create the request. You can create the request for a standard item or for an item that's part of a project.

Here is some of the cool stuff that you can do with this feature that you can't do with the Create Supply Request page or the Create Supply Request task:

  • Use the New Supply Request task in the Supply Chain Orchestration work area to create a transfer request.
  • Use the Manage Item Quantities task in the Inventory Management work area to create the request.
  • Accept the supply source that provides the optimal fulfillment, or select another source from a list of sources that Supply Chain Orchestration automatically ranks for you according to availability.
  • Set the Transfer Type attribute on your request to Inter Organization or to Intra Organization.
  • Use the item's primary UOM or a nonprimary UOM.
  • Create and submit more than one request for one or more destination organizations.

Try It

  1. Make sure you have these privileges:
    • Process Supply Order Interface (DOS_PROCESS_SUPPLY_ORDER_INTERFACE_PRIV)
    • View Supply Orders (DOS_VIEW_SUPPLY_ORDERS_PRIV)
    • Manage Supply Request Exceptions (DOS_MANAGE_SUPPLY_REQUEST_EXCEPTIONS_PRIV)
    • View Supply Order Exceptions and Status (DOS_VIEW_SUPPLY_ORDER_EXCEPTIONS_AND_STATUS_PRIV)

    .

  2. Enable the Use Redesigned Pages to Create Transfer Supply Requests feature. For details, see Overview of Setting Up Supply Chain Orchestration.
  3. Use the feature.
    • Go to the Supply Orchestration work area.
    • Click Tasks > New Supply Request.

      Don't use the Create Supply Request page.

    • Enter details on the New Supply Request page, then click Create.

Set Your Inventory Organization’s Default Value

Supply Chain Orchestration comes predefined to set your inventory organization’s default value to the value that you set the first time you create a supply request on the Create Supply Request page. You can modify this behavior.

This behavior applies only to the Create Supply Request page. It doesn't apply to the New Supply Request page.

Assume you want to set the Inventory Organization attribute so it defaults to M1 for the SUPPLY_CHAIN_OPERATIONS_MANAGER role:

  1. Set up security.
    • Go to the Security Console work area.
    • Grant the Warehouse Manager role to the SUPPLY_CHAIN_OPERATIONS_MANAGER user.
  2. Go to the Setup and Maintenance work area.
  3. Click Tasks > Search.
  4. Search for, then open the Manage Administrator Profile Values task.
  5. Search for the value.
    Attribute Value
    Profile Option Code RCS_DEFAULT_ORG_FOR_UOM
  6. In the Profile Values area, click Actions > New, then set the values.
    Attribute Value
    Profile Level User
    Product Name Supply Chain Management Common Components
    User Name SUPPLY_CHAIN_OPERATIONS_MANAGER
    Profile Value M1
  7. Test.
    • Sign into Oracle Applications with the SUPPLY_CHAIN_OPERATIONS_MANAGER role.
    • Go to the Supply Chain Orchestration work area, then click Tasks > Create Supply Request.
    • Look at the banner near the top of the page, then verify that the Inventory Organization attribute contains M1.