Contents
1 Overview
- Overview of the Supply Chain Planning Common Features Guide
- Overview of Supply Chain Planning Work Areas
- Plan Options Topics for Supply Chain Planning
- Access Tasks as Quick Actions on a Home Page
- Manage Page Layouts in Supply Chain Planning
- Planners for Supply Chain Planning
- Overview of Supply Chain Planning Plan Types
- Actions to Manage Your Plans
- Review Plan Messages
- Manage Notes in Supply Chain Planning
- Assign Time Zones to Locations in Supply Chain Planning
2 Enable Supply Chain Planning Features
- How to Enable the Backlog Management Work Area
- How to Enable the Production Scheduling Work Area
- How to Enable the Replenishment Planning Work Area
- How to Enable Project-Specific Supply Planning
3 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
- Manage Measure Data in Tables
- Features You Use to Edit Measure Data
- Copy and Paste Values in Tables
- Data Calculation Options
- 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?
- 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
4 Planning Exceptions
- Exceptions in Plans
- Exceptions and Exception Sets
- Predefined Planning Exceptions
- User-Defined Exceptions
- Overview of User-Defined Exceptions
- Configure Order-Based Exceptions for Constrained Supply Plans
- Configure Measure-Based Exceptions
- Configure Measure-Based Exceptions for Constrained Supply Plans
- Configure Exceptions for Replenishment Planning
- Configure Exceptions Based on User-Defined Measures
- Calculate User-Defined, Measure-Based Exceptions
5 Planning Analytics
- Overview of Planning Analytics
- Configure Planning Analytics
- Dimensions and Dimension 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
6 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
- Guidelines for Setting the Calculation Order
- Load Measures from Other Plans
- Manage User-Defined Measures
- Sales Orders Measure for Demand Plans
- View the Audit Trail for Measure Updates
- Overview of Viewing the Audit Trail for Measure Data
- View the Audit Trail for Measure Data from a Cell in a Pivot Table
- View the Audit Trail of Measure Updates Table
- How Security Is Applied to the Audit Trail
- Enable or Disable Update Modes for the Audit Trail for Measure Updates
- Change the Number of Days for Which the Audit Trail Is Displayed by Default in the Dialog Box
7 Aggregation of Data for Non-Key Customers
- Overview of Aggregating Data for Non-Key Customers
- Set Up and Use the Functionality for Aggregating Data for Non-Key Customers
- How You Change Your Use of the Functionality for Aggregating Data for Non-Key Customers
- How You Use the Import Template Named Supply Chain Planning Key Customer Options
- Aggregate Data for Non-Key Customers or Use Planning Level Profiles
- How You Aggregate Customer Data in Oracle E-Business Suite Before Extraction
8 Planning Level Profiles
- Overview of Planning Level Profiles
- Statuses for Planning Level Profiles
- How You Use Planning Level Profiles
- Create a Planning Level Profile
- Edit a Planning Level Profile
- Duplicate a Planning Level Profile
- Delete a Planning Level Profile
- Automatically Submit Scheduled Processes for Planning Level Profiles
9 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
- How You Load Planning Data from Files
- Create CSV Files to Load Planning Data
- Data Collection Sequence
- Templates Used to Create CSV Files
- Loading of Measure Data at Aggregate Levels
- Run the Load Planning Data from Files Process
- Load Planning Data from Files for a Selected Group of Organizations
- How You Extract Data from Oracle E-Business Suite for Loading
- Improve Performance of Measure Disaggregation
- 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
- View and Refresh Collected Measure Data
10 Segmentation
- Work with Segment Groups
- Run Segmentation
- View the Segmentation Summary
- Override Segmentation Results
11 Demand Plans
- Manage Demand Plans
- Define Scope Plan Options
- Set Up Forecast Consumption for Transfer Orders
- Considerations for Storing Plan Data at Aggregate Time Levels
- Forecasting Profile Options for Demand Plans
- Demand Plan Options for Demand or Replenishment Plans
- Use the History Offset for Out-of-Sample Forecast Tuning
- Run a Demand Plan
- Publish Plan Data
- Forecasting Methods for Demand Plans
- Modify Causal Factors
- Modify Demand Exceptions
- Approve a Demand Plan
- When do I run a demand plan?
12 Statistical Forecasts for Demand
- Create a Forecasting Profile
- Edit a User-Defined Forecasting Profile
- Forecasting Methods
- Configure Decomposition Groups
- Forecasting Parameters
- Measures for Bayesian Forecasting
- Forecast Trees
- Disaggregation of Statistical Forecasts
- Manage Product Launch Page
- Forecasting Using Supersession Relationships
- Use the Product Lifecycle Management Page Layout
- How You Forecast Product Returns
- How You Generate Forecasts from a Product Launch Date
- How You Stop Forecasts from a Product Discontinuation Date
13 Supply Plans
- Manage Supply Plans
- Define Scope Plan Options
- Calculate Financial Metrics Using Price Lists
- Why can't I select Supply Planned Items?
- 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
- 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
- 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
- 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 Order Forecasts
- How You Publish Supply Order Details
14 Analyze Supply Plans
- 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
- Demand Fulfillment View
15 Supply Network Model
- How You Maintain Your Supply Network Model
- Past Due Sales Order Days Parameter
- 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
- Back-to-Back Fulfillment
16 Archive Plans
- Overview of Plan Archival
- Configure Archiving Parameters
- Overview of Archival for Calculating MAPE Statistics
- Archival for Calculating MAPE Statistics
- Delete Archives
17 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
18 Simulation Sets
- Overview of Simulation Sets
- Create a Simulation Set
- Edit a Simulation Set
- Edit a Simulation Set from a Spreadsheet