Collect Data Using the Targeted Collection Type

To perform a complete refresh of the planning data repository used by the modules in Oracle Fusion Cloud Supply Chain Planning, run a targeted collection.

You can run the targeted collection immediately or you can schedule it for later.

Perform the following steps to collect reference data, demand planning data, and supply planning data using the Targeted collection type.

Open the Collect Planning Data page.
- If you're in one of the Supply Chain Planning work areas, do the following:
  1. Select the Tasks panel tab.
  2. In Plan Inputs, select Collect Planning Data.
- If you're in the Setup and Maintenance work area, then select the following:
  - Offering: Supply Chain Planning
  - Functional Area: Supply Chain Planning Configuration
  - Task: Collect Planning Data
On the Collect Planning Data page, complete these steps:
- On the Parameters tab:
  1. Select your source system.
  2. For the collection type, select Targeted.
    
    Demand planning data can be collected only through the Targeted collection type.
  3. Select Select Collection Filters to select the collection filters.
- On the Reference Data subtab, move the required reference entities to the Selected Entities pane.
- On the Demand Planning Data subtab, set options to collect the historical demand data in the planning data repository. The planning process uses the historical demand data for statistical forecasting.
  
  Note:
  Before collecting demand planning data, you must successfully run the scheduled process named Load Filter Names for Planning Data Collection.
  - Collection Time Frame Options: You can specify a fixed or rolling date range for collecting data.
    
    The Fixed Date Range option enables you to collect history data within a fixed date range that you specify.
    
    The Rolling Date Range option enables you to collect history data for the number of days that you specify. For example, if you forecast weekly, enter 7 in the Number of Days to Collect field to collect the demand history data once per week. The data collections collect the demand history data for the latest week.
    
    Select Roll off time periods automatically to truncate history data by the number of days that you enter in the Number of days to keep field each time you run collections for the demand history data. For example, if you prefer to forecast each week on the basis of the history data of 52 weeks, select the Roll off time periods automatically checkbox, and enter 364 in the Number of days to keep field. This setting ensures that when you collect data every week, you keep the most recent history of 52 weeks and automatically purge history data older than 52 weeks.
  - History Measures and Attributes: Select your shipments history and bookings history measures.
  - Collection for ETO Items: Select Collect history from associated base models to collect bookings and shipments history for engineer-to-order (ETO) items from the associated base models. When you don't select this checkbox, history is collected from the standard ETO items.
  - History Data Options: To collect only specific order types, select from the Order Types to Include list.
    
    Select a value in Organization - Consumption Inventory Transactions to Include to collect consumption inventory transactions at the organization level. You can collect transactions for transfer orders, all orders, or no orders.
    
    Select a value in Subinventory - Consumption Inventory Transactions to Include to collect consumption inventory transactions at the subinventory level. You can collect transactions for transfer orders, all orders, or no orders.
    
    Select the Collect amount data for history checkbox to collect amount data.
  - Additional Options: Select other options for collections.
    
    Collect Price Lists: Collect the price lists specified in the collections filter for price lists, or collect all price lists if no filter is specified.
    
    Collect Configure to Order Data: If you selected history measures and attributes, then select the checkboxes to collect shipment history options and booking history options.
    
    Sales Organization Hierarchy: Select Enable sales organization hierarchy collection to collect one or more sales hierarchies.
    
    Collect Receipts History: Specify whether you want to collect historical receipt transactions for organizations or subinventories. For more information, see the topic titled Receipts-Based Forecasting.
- On the Supply Planning Data subtab, set options as follows:
  1. Move the required supply entities to the Selected Entities pane.
  2. If you collect resource availability, then select a date range type: Fixed or Relative to collection run date.
    
    If you selected Fixed, then provide a start date and an end date for collecting resource availability.
    
    If you selected Relative to collection run date, then enter a number of days in the Collection Window in Days field. The number that you enter determines a collection window in days for collecting resource availability on the basis of a rolling time window. That rolling time window adjusts itself on the basis of the date on which you run collections. For example, if you specify 90, then resource availability is collected for the next 90 days each time from the date of the collection run.
    
    Note:
    You can save your date-range-type selection for resource availability collection in a collection template for later use.
    
    You can collect the existing data for the resource availability.
    
    You can also regenerate the resource availability data and then collect it. If you select the Regenerate data, and then collect option, the collections process runs the scheduled process named Update Resource Availability Job first and then collects the resource availability data.
(Optional) Select the Schedule tab, and set collections to run as soon as possible or at a different time.
Select Submit to start the collections process.
Monitor the collection status in the Scheduled Processes work area.
Review the collected data in the Plan Inputs work area.