Collection or Loading of Historical Receipt Transactions
You can collect historical receipt transactions from Oracle Fusion Cloud Inventory Management. You can also load historical receipt transactions into your planning repository from external sources, such as legacy or third-party applications.
Note these points about how historical receipt transactions are collected or loaded:
- To collect historical receipt transactions from Oracle Inventory Management, in the
Demand data step in the guided process for collecting planning data, in the section
for collecting receipts history, you must select the Collect receipts
history for organizations and Collect receipts history
for subinventories checkboxes.
The duration for collecting historical receipt transactions from Oracle Inventory Management is determined by your selections in the section for the collection time frame in the Demand data step in the guided process.
Note: If you intend to use a policy assignment set in Oracle Replenishment Planning for periodic automated replenishment (PAR), you don't need to collect the receipts history for organizations. Replenishment Planning calculates PAR policies for only item-subinventory combinations and eventually publishes these policies to Oracle Inventory Management. For more information, see the topic titled PAR Policies. - To load historical inventory transactions from external sources into the planning
repository, use the file-based data import (FBDI) template named Supply Chain
Planning Measures (ScpMeasuresImportTemplate.xlsm). Then, run the scheduled process
named Load Planning Data from Flat Files.
In the dialog box for the scheduled process, you can use the Number of Days Before Today and Number of Days After Today fields to set the duration for collecting historical receipt transactions.
- These predefined measures are available for storing historical receipt
transactions:
- Receipts History: This measure contains the loaded or collected receipt
transactions. The value is presented as a quantity.
When you're using the import template named Supply Chain Planning Measures, you must select this measure in the Measure Name column.
- Adjusted Receipts History: This editable measure contains your override of the value in the Receipts History measure. The value is presented as a quantity.
- Final Receipts History: This calculated measure contains the value of the
Adjusted Receipts History measure if it has been updated. Otherwise, the
Final Receipts History measure returns the value of the Receipts History
measure.
These measures are contained in the predefined measure group named Receipts-Based Forecasting.
- Receipts History: This measure contains the loaded or collected receipt
transactions. The value is presented as a quantity.
- When you're collecting data from Oracle Inventory Management, you can collect
historical receipt transactions for only those items for which the planning method
is Replenishment Planning in Oracle Fusion Cloud Product Lifecycle
Management.
When you're loading data from external sources, you can load historical receipt transactions for only those items that you previously loaded using the import template named Supply Chain Planning Items (ScpItemImportTemplate.xlsm), and for which 10 (Replenishment planning) is specified in the Planning Method column.
- When you're collecting data from Oracle Inventory Management, you can collect
historical receipt transactions for only those subinventories that belong to
organizations that are enabled for subinventory planning. On the Organizations tab
on the Supply Network Model page, Yes must be selected in the
Plan Subinventories column for these organizations.
When you're loading data from external sources, you can load historical receipt transactions for only those organizations that you previously loaded using the import template named Supply Chain Planning Organizations (ScpOrganizationImportTemplate.xlsm), and for which Yes is specified in the Plan Subinventories column on the Organization_tab.
Historical Receipt Transactions Collected from Oracle Inventory Management
In the Demand data step of the guided process for collecting planning data, when you select the Collect receipts history for organizations checkbox, historical receipt transactions are collected from Oracle Inventory Management as listed in this table:
| Transaction Action | Transaction Source | Transaction Type |
|---|---|---|
| Receipt into Stores | Account | Account Receipt |
| Receipt into Stores | Account Alias | Account Alias Receipt |
| Receipt into Stores | Inventory | Miscellaneous Receipt |
| Receipt into Stores | Movement Request | Movement Request Put Away |
| Receipt into Stores | Purchase Order | Purchase Order Receipt |
| Direct Organization Transfer | Inventory | Direct Organization Transfer |
| Intransit Receipt | Inventory | Intransit Receipt |
| Intransit Receipt | Transfer Order | Transfer Order Interorganization Receipt |
In the Demand data step of the guided process for collecting planning data, when you select the Collect receipts history for subinventories checkbox, historical receipt transactions are collected from Oracle Inventory Management as listed in this table:
| Transaction Action | Transaction Source | Transaction Type |
|---|---|---|
| Receipt into Stores | Account | Account Receipt |
| Receipt into Stores | Account Alias | Account Alias Receipt |
| Receipt into Stores | Inventory | Miscellaneous Receipt |
| Receipt into Stores | Movement Request | Movement Request Put Away |
| Receipt into Stores | Purchase Order | Purchase Order Receipt |
| Subinventory Transfer | Inventory | Subinventory Transfer |
| Subinventory Transfer | Movement Request | Movement Request Transfer |
| Subinventory Transfer | Transfer Order | Transfer Order Intraorganization Transfer |
| Direct Organization Transfer | Inventory | Direct Organization Transfer |
| Intransit Receipt | Inventory | Intransit Receipt |
| Intransit Receipt | Transfer Order | Transfer Order Interorganization Receipt |
| Intraorganization Intransit Receipt | Transfer Order | Transfer Order Intraorganization Receipt |