Contents
1 Supply Planning Overview
- Business Flows for Supply Planning
- Overview of Supply Chain Planning Work Areas
- Overview of the Supply Planning Work Area
- Access Tasks as Quick Actions on a Home Page
- Manage Page Layouts in Supply Planning
- Overview of Supply Chain Planning Plan Types
- Actions to Manage Your Plans
- Planners for Supply Chain Planning
- Review Plan Messages
- Manage Notes in Supply Chain Planning
- Assign Time Zones to Locations in Supply Chain Planning
2 Tables, Graphs, Analysis Sets, Tiles, and Tile Sets
- Overview of Tables, Graphs, Analysis Sets, Tiles, and Tile Sets
- Use Advanced Options in the Selector Tool
- Create an Analysis Set
- Create a Tile in Supply Chain Planning
- Set Measure Targets for Use in Tiles
- Create a Tile Set in Supply Chain Planning
- Use Table Drilling
- Use Table Linking
- Link to External Systems
- Overview of Linking to External Systems with Context
- Structure of a Link to an External System
- Set Up the Application Integration for an External System
- Edit the Application Integration for an External System
- Create a Link to an External System
- Edit a Link to an External System
- Use a Link to an External System
- Graph Layout Options
- Configure Filters for Graphs
- Set Your Axis Scale
- Format How Measures Are Displayed in Tables and Graphs
- Configure Color by Measure to Display in Graphs
- How You Can Edit Measures at an Aggregate Time Level
- How Time Periods Are Calculated and Displayed in Tables, Graphs, and the Selector Tool
- Measure Data in Tables
- How You Can Edit Measure Data
- Copy and Paste Values in Tables
- Manage Data Calculation Options When Editing Measure Data in a Table
- How You Lock Cells While Editing Measure Data or Allocating Values in a Table
- How do I enable the Lock and Unlock actions for a table when editing measure data in a table?
- Can I unlock all cells at once when editing measure data in a table?
- How can I highlight editable cells in a table?
- Export Data to Microsoft Excel
3 Planning Exceptions
- Exceptions in Plans
- Exceptions and Exception Sets
- Predefined Planning Exceptions
- User-Defined Exceptions
4 Planning Analytics
- Overview of Planning Analytics
- Configure Planning Analytics
- Dimensions and Dimensions Catalogs
- How You Use Dimensions and Dimension Catalogs in Supply Chain Planning
- Considerations for Setting Up Dimension Catalogs
- What's a dimension in Supply Chain Planning?
- How can I use dimensions in Supply Chain Planning?
- What's a dimension catalog in Supply Chain Planning?
- Can I modify the default dimension catalog?
- Measure Catalogs
- Levels and Attributes
- User-Defined Hierarchies
5 Planning Measures
- Predefined Measures in Supply Chain Planning
- How You Manage Planning Measures
- Import Measure Data Into a Planning Table
- Configure Units for a Measure
- Configure Currencies for a Measure
- Configure Conditional Formatting for a Measure
- View the Audit Trail for a Measure
- Guidelines for Setting the Calculation Order
- Manage User-Defined Measures
6 Planning Data Collections
- Overview of Data Collections for Supply Chain Planning
- Global Entities
- Data Collection Types for Supply Chain Planning
- Manage Planning Source Systems for Data Collections
- How the Order Orchestration and Order Promising Processes Use the Collected Planning Data
- How You Enable Cross-References of Entities by Data Collections
- How Planning Processes Collect Different Work Definitions and Item Structures
- Enable External Data Collection for the Oracle Fusion Source System
- Collection of Safety Stock Levels
- Set Up Catalogs and Items for Collections
- Collect Planning Data from the Oracle Fusion Source System
- How You Collect Different Data Types for Supply Chain Planning
- Collection Filters and Collection Templates
- Collect Data Using the Targeted Collection Type
- Collect Data Using the Net Change Collection Type
- Enable Organization Group Collection for the Net Change Collection Type
- Manage Incremental Planning Collections Artifacts Scheduled Process
- Load Planning Data from Others and External Source Systems
- Collect Resources and the Resource Availability
- Overview of Collecting Resources and the Resource Availability
- Collect Resources and the Resource Availability from Oracle Fusion Cloud Manufacturing
- Collect Resources and the Resource Availability from an External Source
- Profile Option Codes and the Collection of Resources and the Resource Availability
- Collections for Oracle Replenishment Planning
- Collection of Consumption Data for Oracle Replenishment Planning
- ERP Integrations REST Service
- Verify Collection Processes
- Purge Data
- Aggregate Customer Data
- View and Refresh Collected Measure Data
7 Segmentation
- Segmentation in Oracle Supply Planning
- Work with Segment Groups
- Run Segmentation
- View the Segmentation Summary
- Override Segmentation Results
8 Supply Plans
- Manage Supply Plans
- Define Scope Plan Options
- Calculate Financial Metrics Using Price Lists
- Safety Stock Parameters
- Policy Assignment Sets in Supply Planning
- Forecast Allocation and Consumption
- Supply Plan Inputs
- Considerations for Configuring Supply Plan Attributes
- Automatic Release Options
- General Parameters for Advanced Supply Options
- Horizons for the Average Daily Demand
- Why You Include Drop Ship Demands and Supplies in Supply Chain Planning
- Supplier Capacity Options
- Release Recommendation Options
- Time Fence Options
- How the Planning Time Fence Date Is Calculated
- Define a Time Window for Plan Pegging Calculations
- Order Modifier Options
- Control Order Policy Enforcement in Aggregate Time Buckets
- Technical Control Parameters
- Why You Disable or Enable Dimensions for Supply Plan Measures
- Supply Plan Options for Organizations and Schedules
- How You Calculate Safety Stock Based on Multiple Demand Schedules
- Configure Measure Levels for Demand Schedules
- Run a Supply Plan or an Integrated Plan
- Publish Plan Data
- Supply Planning Concepts
- Daily Buckets in Supply Planning
- Requirements Explosion for Make Items
- How Resource Scheduling Is Done
- How Resource Efficiency and Resource Utilization Are Calculated
- Sourcing Allocation Splits
- Guidelines for Using Alternate Resources and Substitute Components for Planned Orders
- Reservations in Supply Chain Planning
- View Pegging for Reservations
- How You View Model Forecast and Sales Order Together
- Considerations for Changing the Organization for a Sales Order
- How You Plan and Collaborate with Drop Ship Manufacturers
- Plan Demands from Maintenance Work Orders
- Plan Items with Only Transfer Order Demand
- Telescoping Time Buckets
- Overview of Telescoping Time Buckets
- Configure Telescoping Buckets in a Supply Plan
- How Demands and Supplies Are Impacted in Supply Plans That Use Telescoping Time Buckets
- How Safety Stock is Calculated for Supply Plans That Use Telescoping Time Buckets
- How Exceptions are Calculated in Supply Plans That Use Telescoping Time Buckets
- Guidelines to View and Edit Measure Data in Tables for Supply Plans That Use Telescoping Buckets
- Modeling a Supply Chain
- Work with Supply Plans
- How Purchase Orders Are Scheduled
- How Backward Scheduling and Order Dates Are Calculated
- How You Prioritize Work Orders with Ready to Build Items
- Rework and Transform Work Orders
- How Supply Planning Considers Additional Work Order Status
- How Plan Recommendations Are Processed
- How Plan Recommendations Are Released
- Manually Release Plan Recommendations
- Release Plan Recommendations to an External Execution System
- Create and Release Manual Planned Orders
- How to Prevent Creating Planned Orders in a Supply Plan
- How to Create New Supplies Only After a Specified Date
- Circular Transfer Orders
- How You Publish Supply Order Details
- How You Publish Order Forecasts
- Lead-Time Insights for Purchased Items
- Downtime Predictions from IoT Production Monitoring
9 Analyze Supply Plans
- Build Plan View
- Supplies and Demands View
- Filter Supplies and Demands Based On Conditions
- Supplies and Demands View Modes
- Maturity Date of On-Hand Lots
- Planned Order Dates
- Calendars Used to Calculate Dates
- Use Calendar Details View to Analyze Supply Dates
- View Calendar Details Example: Planned Buy Order
- View Calendar Details Example: Planned Transfer Order
- View Calendar Details Example: Planned Make Order
- View Calendar Details Example: Work Order
- View Calendar Details Example: Aggregate Planning Buckets
- Export Supplies and Demands Data
- Forecast Consumption View
- Material Plan View
- Pegging Analysis View
- Demand Fulfillment View
- Late Demand Analysis View
- Lead-Time Insights
10 Constraint-Based Supply Planning
- Overview of Constraint-Based Supply Planning
- Configure Constraints and Decision Rules
- Plan Considering Resource Constraints
- Plan Based on Workday Patterns in a Resource Calendar
- Plan Considering Material Constraints
- Overview of How You Plan Considering Material Constraints
- Lead Time Constraints
- How to Offset Dependent Demand Due Dates in Aggregate Time Buckets
- Example of How to Offset Dependent Demand Due Dates in Aggregate Time Buckets
- Supplier Capacity Constraints
- Supplier Capacity Constraint Parameters
- Demand Cutoff Constraint Parameters
- How Demand Cutoff Parameters Affect Demand Dates
- Plan Considering Process Manufacturing Work Definitions
- Automatically Evaluate and Select Alternatives to Meet Demand on Time
- Exceptions in a Constrained Supply Plan
- Diagnose Planning Issues in Constrained Supply Plans
- Simulate Changes in a Constrained Supply Plan
- Safety Stock in a Constrained Supply Plan
- How Supply Planning Respects Reservations
11 Project-Specific Supply Planning
- Overview of Project-Specific Supply Planning
- How You Plan Project-Specific Supply
- Data Collection for Project-Specific Supply Planning
- Planning Data for Project-Specific Supply Planning
- Attribute-Based Netting Rules with Project Attributes
- Manage Attribute-Based Netting Rules with Project Attributes
- Project Groups
- Manage Project Groups
- How You Configure a Project-Specific Supply Plan
- How Supply Planning Uses Netting Rules
- Examples of Project Netting
- Example of Supply Creation
- Project-Specific Safety Stock Planning
- Example of Project-Specific Safety Stock Planning
- Example of Project-Specific Safety Stock Planning with Days of Cover
- Review Supplies and Demands with Project Pegging
- Release Project-Specific Supply Recommendations
- OTBI Analytics for Project-Specific Supply Plans
- Troubleshoot
12 Attribute-Based Planning
- Overview of Attribute-Based Planning
- Segment Groups and Criteria
- Planning Attributes
- Predefined Measures for Planning Attribute Dimensions
- Attribute-Based Netting Rules
- How Supply Planning Uses Attribute-Based Netting Sequences
- How You Review Attribute-Based Planning Results
- Release Planned Supplies from the Attribute-Based Transfer Recommendations View
- How You Simulate Changes to Attribute-Based Planning Results
13 Aggregate Production Plans
- Overview of Aggregate Production Plans
- Aggregate Production Planning with Segment Groups
- Aggregate Production Planning with Bills of Resources
- Manage Aggregate Production Plans
- Aggregating Production Plan Measures
- Setting the Default Manufacturing Calendar
- Publish a Production Plan
- Receive and Accept a Production Plan
14 Archive Plans
- Overview of Plan Archival
- Configure Archiving Parameters
- Overview of Archival for Calculating MAPE Statistics
- Archival for Calculating MAPE Statistics
- Delete Archives
15 Extract Plan Data
- Overview of Planning Measure Data Extractions from Plan Output
- Configure Plan Extract Parameters
- Files Created by the Plan Extract Process
- Dimension Data Files Created by the Plan Extract Process
- Dimension Definition Files Created by the Plan Extract Process
- Measure Data Files Created by the Plan Extract Process
- Measure Definition Files Created by the Plan Extract Process
- Dimension Codes Used by the Plan Extract Process
- Dimensionality Group Codes Used by the Plan Extract Process
16 Supply Network Model
- How You Maintain Your Supply Network Model
- Publish Order Forecasts to Suppliers
- How You Define the Approved Supplier List for Supply Chain Planning
- Associate Calendars with Supplier Sites
- Assignment Sets, Sourcing Rules, and Bills of Distribution
- Create an Assignment Set
- Specify Catalogs for Assignment Sets
- Create a Sourcing Rule
- Export Planning Data to CSV Files
- Item Attributes and Order Modifiers for Supply Planning
- Drop Shipment
- Plan Outside Processing Operations
- Back-to-Back Fulfillment
17 Simulation Sets
- Simulations in Supply Planning
- Create a Simulation Set
- Edit a Simulation Set
- Edit a Simulation Set from a Spreadsheet
- Copy Data to Simulation Sets
- Add Data from Plan Inputs to Simulation Sets