- Title and Copyright Information
- Get Help
- 1 Sales and Operations Planning Overview
- Overview of Sales and Operations Planning
- Business Flows for Sales and Operations Planning
- Overview of Supply Chain Planning Work Areas
- Overview of the Sales and Operations Planning Work Area
- Access Tasks as Quick Actions on a Home Page
- Manage Page Layouts
- Planners for Supply Chain Planning
- Overview of Supply Chain Planning Plan Types
- Manage Notes
- Administer Planning Security
- 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
- Use Measure Filters
- 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?
- 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 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
- 4 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
- 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
- 5 Segmentation
- 6 Supply Network Model
- How You Maintain Your Supply Network Model
- Past Due Sales Order Days Parameter
- How You Define the Approved Supplier List
- Assignment Sets, Sourcing Rules, and Bills of Distribution
- Specify Catalogs for Assignment Sets
- Create a Sourcing Rule
- Export Planning Data to CSV Files
- Item Attributes and Order Modifiers for Supply Planning
- 7 Bills of Resources
- 8 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
- 9 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
- Load Measures from Other Plans
- Guidelines for Setting the Calculation Order
- Manage User-Defined Measures
- 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
- 10 Planning Exceptions
- Exceptions in Plans
- Exceptions and Exception Sets
- Predefined Planning Exceptions
- User-Defined Exceptions
- 11 Planning Cycles
- 12 Sales and Operations Plans
- Overview of Sales and Operations Plans
- Manage Plans
- Define and Manage Plan Options
- Define Scope Plan Options
- Demand Plan Options
- Use Demand Plan Measures for Consensus Forecasting
- Forecasting Profile Options for Demand Plans
- Define Supply Plan Options
- Configure Revenue Currency Parameters
- Calculate Financial Metrics Using Price Lists
- Report Resource Requirements by Assembly
- Technical Control Parameters
- Configure Optimization Parameters
- Configure Supplier and Capacity Constraints
- Run a Sales and Operations Plan
- Publish Plan Data
- Compare Sales and Operations Plans
- Review Plan Messages
- 13 Analyze Sales and Operations Plans
- Aggregate Build Plan View
- Resource Plan by Category and Quarter Views
- Use the Product Lifecycle Management Page Layout
- 14 Archive Plans
- 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 Simulations and Simulation Sets
- 17 Troubleshooting