How You Use the End Item Substitution and Supersession Feature

This topic provides the high-level process that you must follow to use the end item substitution and supersession feature.

1. Set up your item relationships and substitution and supersession chains in Oracle Fusion Cloud Product Lifecycle Management.
   Or, import your item relationships using the file-based data import (FBDI) template named Supply Chain Planning Item Substitute (ScpItemSubstituteImportTemplate.xlsm).
2. Collect the information for your item-location combinations using the collections functionality or import template named Supply Chain Planning Items (ScpItemImportTemplate.xlsm).
3. Set up your replenishment plan.
   On the General tab in the Supply step in the guided process for creating or editing your plan, in Item relationships, select an option in the Use of Related Items Supplies field. Then, enter a value in the Lead Time Multiplier for Excess Window field.

   If your plan isn't using the Default Replenishment Planning Catalog or Incremental Replenishment Planning Default Catalog, add the measures for end item substitution and supersession to your measure catalog.

   If your items belong to a bidirectional (reciprocal) supersession chain, do the following:

   • If you're using your replenishment plan to generate the forecast, then create a user-defined measure catalog. Along with the measures required for replenishment planning, ensure that you add the measures that are required for forecasting for bidirectional supersession chains.

     If you're using a demand plan as a demand schedule for your replenishment plan, then use a user-defined measure catalog for the replenishment plan that you're using for calculating policies, and add the measures named Item Revision Start Date and Item Revision End Date to the measure catalog along with the measures required for replenishment planning.

     For more information, see the topic titled Measures for Forecasting Using Supersession Relationships.

   • If you're using your demand or replenishment plan to generate the forecast, then use the predefined forecasting profile named Forecast Shipments for Supersession Chain. If you're using a user-defined forecasting profile, then add the forecasting parameters named SupersessionForecastLevelMeasure, LaunchDateMeasure, DiscontinueDateMeasure, and SmoothIntermittent to your forecasting profile. If you're using your replenishment plan to generate a forecast that's based on consumption, then make a copy of the predefined forecasting profile named Forecast Consumption, and add these forecasting parameters to the copy.

     For more information, see the topic titled How You Set Up Forecasting with Supersession Relationships.

   If your replenishment plan is for supersession chains with bidirectional relationships, and you're also using the multiechelon replenishment planning feature, make a copy of the predefined forecasting profile named Forecast Shipments for Supersession Chain. For the copy, select the predefined pivot table named Forecast Independent Shipments Definitions as the forecasting table, the predefined measure named Independent Shipments History as the input measure, and the predefined measure named Independent Shipments Forecast as the output measure. You can also use copies of the pivot table and measures. This user-defined forecasting profile should be the only one that you select for your replenishment plan. Add the measures that are required for forecasting for bidirectional supersession chains as described in this step.

4. Optionally, on the Analysis Hierarchies for Related Items page, set up your analysis hierarchies for items with bidirectional relationships. Then, submit the scheduled process named Create Analysis Hierarchies for Related Items.
   Include the newly created Product hierarchies in the dimension catalog for your replenishment plan.
5. Run your replenishment plan.
   End item substitution and supersession are performed for your replenishment plan. The substitution and supersession chains are constructed, excess and shortage are calculated for each item in your substitution and supersession chains, and substitute supplies, substitute demands, and planned orders are created.
6. Manually release your planned orders if you haven't enabled your replenishment plan for automatic release of planned orders.
7. If you've generated analysis hierarchies, create user-defined tables, and set up the analytics for your analysis hierarchies so that you can review the data.