1. Using Replenishment Planning
  2. Work with the Manage Policy Comparison Table

Work with the Manage Policy Comparison Table

This topic explains how you work with the Manage Policy Comparison table for a policy comparison plan.

Manage Policy Comparison Table

After the policy comparison plan is run, the Manage Policy Comparison table lists the existing and suggested policies for each item-location combination. The percentage of deviation between an existing and a suggested policy is also provided.

The Policy Review Status column indicates the status of the policy for the item-location combination:

Status Meaning
Automatically accepted The suggested policy for the item-location combination has been automatically accepted because the percentage of deviation was within the threshold.

This threshold was specified in the Threshold Percentage for Policy Comparison field in the Scope: Advanced Options dialog box that's available from the Scope tab on the Plan Options page.

The accepted policies can be seen in the Replenishment Policy Parameters table and are ready for use by the integrated replenishment plan or automated execution plan that's linked to the policy comparison plan.
Manually accepted You've accepted the suggested policy for the item-location combination.
To be reviewed The suggested policy for the item-location combination must be reviewed because the percentage of deviation is above the threshold.
Reviewed You've reviewed the suggested policy that had the To be reviewed status for the item-location combination and neither accepted nor modified the policy.

The suggested policy doesn't take effect. If you don't select this status and take no action for the item-location combination, the suggested policy won't take effect.
Adjusted You've adjusted the suggested policy for the item-location combination.
Retained The adjustment you made to the policy for the item-location combination before the latest run of the policy comparison plan has been retained.

The adjustment is retained because you selected the Retain policy overrides checkbox in the Scope: Advanced Options dialog box that's available from the Scope tab on the Plan Options page. When this checkbox is selected, the adjustment is retained even if the deviation percentage between the suggested and existing policies is within the threshold.

The retained policies can be seen in the Replenishment Policy Parameters table and are ready for use by the integrated replenishment plan or automated execution plan that's linked to the policy comparison plan.

The Retained status is also used when the item-location combination is subject to an override that's specified in the policy assignment set that's attached to the policy comparison plan. In such cases, no policy comparison takes place.

Work with the Manage Policy Comparison Table

To work with the Manage Policy Comparison table, follow these steps:

  1. Do one of the following to open the policy comparison plan:
    • To open the policy comparison plan using the Manage Plans page:
      1. On the Tasks panel tab, under Plans, click Manage Plans.

        The Manage Plans page opens and displays the available replenishment plans.

      2. Select the policy comparison plan, and click Actions > Open.

        The policy comparison plan opens on a separate tab.

    • On the Plans panel tab, under Plans, right-click the policy comparison plan, and select Open.

      The policy comparison plan opens on a separate tab.

  2. Click the Open drop-down button.

    The Open Table, Graph, or Tile Set dialog box opens.

  3. Search for the Manage Policy Comparison table, select it, and click OK.

    The Manage Policy Comparison table opens on a separate subtab of the policy comparison plan.

  4. Search for the segment that you want to work with.

    To narrow your search, filter the rows by the To be reviewed status of the Policy Review Status column.

  5. Follow these steps to adjust, review, or accept the suggested policies:

    Objective Steps
    To adjust the policies for an item-location combination
    1. Select the row for the item-location combination.

      The cells for the adjusted values are enabled for entry.

    2. For the policy that you want to edit, enter an adjusted value. If the policy type is min-max planning, the adjustments for both the minimum and maximum values must be specified.

      The final policies for the item-location combination are adjusted accordingly, and the status is changed to Adjusted.

    You can perform this step for only those item-location combinations that have the To be reviewed or Retained status.
    To mark the suggested policies for the item-location combination as reviewed
    1. Select the row for the item-location combination.
    2. Click Actions > Mark as Reviewed.

      The status for the item-location combination is changed from To be reviewed to Reviewed.

      The existing policies for the item-location combination remain unchanged.

    You can perform this step for only those item-location combinations that have the To be reviewed status.
    To accept the suggested policies for the item-location combinations that are displayed after your search Click Actions > Accept All, and click Yes in the warning message that appears.

    For the item-location combinations with the To be reviewed status, the final policies are updated accordingly, and the status changes to Manually accepted.
    To accept the suggested policies for selected item-location combinations
    1. Select the rows for the item-location combinations.

      The status for these item-location combinations should be To be reviewed.

    2. Click Actions > Accept Suggested Policies.

      The final policies for the item-location combinations are updated accordingly, and the status changes to Manually accepted.
  6. Click Actions > Update Policy Measures to update the policies for those item-location combinations for which you've manually adjusted or accepted the suggested policies.

    The updated policies for the item-location combinations take effect when the linked integrated replenishment plan or automated execution plan is run.

  7. If the policies pertain to periodic automatic replenishment (PAR), click Actions > Publish PAR Policies to run the scheduled process named Publish PAR Policies for moving the policies to Oracle Fusion Cloud Inventory Management. The scheduled process is submitted for all the segments and item-subinventory combinations in your plan for which the policy type is Periodic automatic replenishment.

    Click Yes in the warning message that's displayed. You can use the displayed process ID to search for the results of the scheduled process in the Scheduled Processes work area.

  8. Save the Manage Policy Comparison table.

Points to Remember While Working with the Policy Comparison Feature

Be aware of these points while working with the policy comparison feature:

  • If policies don't exist for item-location combinations, or if the policy type or unit of measure (UOM) is changed before the latest run of the policy comparison plan, the suggested policies are automatically accepted.
  • Policies aren't compared for those item-location combinations that are covered by overrides in the policy assignment set that's attached to the policy comparison plan.
  • For a min-max planning policy, the deviation percentages between the suggested and existing values for both the minimum and maximum days or quantities must be within the threshold for the policy to be automatically accepted.
  • The threshold for automatically accepting suggested policies must be set with care. Permanently setting the threshold at a low level can decrease the efficiency of your policy comparison process. Start with a low threshold value, and increase it when you get comfortable with using the policy comparison feature.

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