Overview of Plan Exceptions

Exceptions are a key element to evaluate and improve your plan in Oracle Fusion Cloud Supply Chain Planning.

After you run a plan, view the exceptions to understand the quality of the plan and to get visibility of key problem areas. You can focus on key exceptions to understand their root causes. From the exceptions tables, you can drill down to other plan views for more details into the problem areas. After taking actions to resolve exceptions, run the plan again to evaluate whether the plan is now acceptable.

Oracle provides several predefined exceptions that the Oracle Supply Chain Planning processes compute after you run a plan. View these exceptions to identify problem areas in the plan that might need your attention. To view a list of the exceptions, open your plan and then open the Exceptions table.

The exception types and their calculation logic are predefined. However, to ensure that only significant deviations are highlighted, you can edit the conditions under which the exceptions are generated. You control which exceptions to calculate for a plan by specifying an exception set on the Plan Options page. View the metrics associated with exceptions, such as by count or by quantity, in tables or graphs at different hierarchical levels.

You can also create user-defined exceptions based on specific conditions in the supply chain that you want to identify. Base these user-defined exceptions on your business requirements and focus on specific areas to improve your supply chain planning capabilities. Use the Configure Exception task to create a user-defined exception.

Note: You can't create user-defined exceptions in the Planning Central work area. Also, there are no predefined exceptions for Replenishment Planning.

Plan Exception Types

From within your plan, you can open the Exceptions table to view the exceptions grouped within the following folders:

Exception Folder	Accessible from these work areas:
Demand Planning Exceptions	Demand Management Planning Central Sales and Operations Planning
Replenishment Planning Exceptions	Replenishment Planning (user-defined exceptions only)
Sales and Operations Planning Exceptions	Sales and Operations Planning
Supply Planning Exceptions	Supply Planning Planning Central
Views for Multiple Exceptions	Supply Planning Planning Central

Exception Categories

There are two categories of exceptions:

• Measure-based exceptions

• Order-based exceptions

Oracle provides several predefined exceptions for most Supply Chain Planning modules. You can also create user-defined exceptions from most Supply Chain Planning work areas. The following table lists the Supply Chain Planning modules, the type of exception, whether the product has predefined exceptions, and whether you can create user-defined exceptions.

Module	Type of Exception	Predefined Exceptions	User-Defined Exceptions
Oracle Demand Management	Measure-based exceptions	Yes	Yes
Oracle Planning Central	Measure-based exceptions	Yes	No
Oracle Replenishment Planning	Measure-based exceptions	No	Yes
Oracle Sales and Operations Planning	Measure-based exceptions	Yes	Yes
Oracle Supply Planning (constrained and unconstrained)	Order-based exceptions Measure-based exceptions	Yes	Yes

View Exceptions for Your Plan

When you open the exceptions table, the number of exception records generated are shown after the exception name, in parentheses. Clicking the exception name displays a table with details of the exception. From the Exceptions tab, you can:

• Search for exceptions for a specific item and organization within a specified date range

• Search for measure-based exceptions based on various attributes such as Planner, Planner Description, Catalog, and Category. If a measure-based exception is created at the category level, categories specific to the catalog selected in the hierarchy parameter appear in search results. If a measure-based exception is created at the Item level, then you can filter the records based on Item, Catalog, and Category Level attributes. If a measure-based exception is created with no product dimension, then you can filter the records based on other attributes except Item and Category level

• Save the search criteria for future searches

• Export the table to a spreadsheet, rearrange columns, and perform other standard table actions on the table

Predefined views within the Views for Multiple Exceptions folder enable you to view all exceptions for an item, resource, or supplier within the same table. The folder is available only in the Supply Planning and Planning Central work areas.

From tables that show exception data, you can navigate in context to other plan data. This navigation capability is useful when, for example, you view exceptions for an item and you also want to see its supply or resource availability.