2Configure Supply Planning Collaboration

This chapter contains the following:

Types of Supply Planning Collaboration

The following types of supply planning collaborations are supported:

  • Managed collaboration: Where the collaboration plan and collaboration relationship are defined in Oracle Fusion Supply Chain Collaboration.

  • B2B Only collaboration: Where the collaboration plan and collaboration relationship are not defined in Supply Chain Collaboration and Supply Chain Collaboration is a pass through to Oracle Collaboration Messaging Framework. For B2B Only collaboration, the supplier site must be enabled for Collaboration Messaging Framework forecast or commit collaboration. B2B Only collaboration data will not be included in the following:

    • Oracle Fusion Supplier Portal

    • Supply Chain Collaboration exception evaluation

    • Supply Chain Collaboration historical tables

For more information on using collaboration messaging, see the Oracle Procurement Cloud Implementing Procurement guide.

Manage Supply Collaboration Network

You create a collaboration relationship between trading partners to supply an item. The Manage Supply Collaboration Network page displays the list of collaboration relationships between trading partners. You can use the search section to view the relevant collaboration relationships. For example, you can view all the relationships defined as a combination of a ship-from supplier site, ship-to organization, and an item.

Note: You need the Supply Chain Application Administrator role to configure Oracle Fusion Supply Chain Collaboration.

You can access the Manage Supply Collaboration Network page from the Supply Chain Collaboration work area by clicking the Manage Supply Collaboration Network task in the Tasks panel. In the Manage Supply Collaboration Network page, you can perform the following actions:

  • Search for relationships

  • Create new relationships

  • Modify relationships

Search for Collaboration Relationships

On the Manage Supply Collaboration Network page, you can search for and view the collaboration relationship by entering the search parameters.

On the Manage Supply Collaboration Network page, you can create a collaboration relationship between trading partners.

Note: On the Manage Supply Collaboration Network page, you can't create collaboration relationships sourced from an external source system.

To create a collaboration relationship:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, click Actions > Create.

  3. On the Create Relationship dialog box, select the values for Ship-from Supplier Site and Ship-to Organization.

    The fields relevant to the ship-from supplier and ship-to organization are populated.

    To define a drop ship relationship, select a ship-to organization where the ship-from supplier site and ship-to supplier site are the same.

  4. Select the item the trading partners can supply from the site.

    You can see only the items associated with the selected organization listed. The item must be associated to the ship-to organization in the Product Information Management work area before it can be selected in the Supply Chain Collaboration work area.

  5. Enter the effective start date and effective end date. The effective dates determine when a relationship is active.

    If you don't enter a start date, the relationship is treated as active from the current date until the end date. If you don't enter an end date, the relationship is treated as active from the start date.

    You can create only one relationship for a combination of a ship-from supplier site, ship-to organization, and an item with the same effective date range.

  6. Click Save and Continue to save the new relationship.

  7. On the Edit Relationship page, enter values for these fields:

    • Forecast Horizon in Days: The duration Supply Chain Collaboration must provide forecast data to the supplier.

    • Commit Horizon in Days: The duration a supplier must provide commit data to Supply Chain Collaboration.

    • Commit SLA in Days: The number of days a supplier has to provide commits against a forecast. If the supplier doesn't provide commit an exception is thrown.

    Decomposition calculates all collaboration parameters configured with the Supply Chain Collaboration managed relationships. For example, if the Commit SLA is 2 days and the forecast is received on 5 Jan, 2017, the Commit Due Date will be 7 Jan, 2017. In addition to the schedule details, the latest commit due date is also stored. This is the due date used when calculating commit due dates.

  8. Click Save and Close to save the new relationship.

On the Manage Supply Collaboration Network page, you can modify a collaboration relationship between trading partners.

To modify a collaboration relationship:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Relationship page, modify the following parameters:

    • Effective Start Date

    • Effective End Date

    • Forecast Horizon in Days

    • Commit Horizon in Days

    • Commit SLA in Days

  5. Click Save and Close.

    Note: For an existing collaboration relationship, changes to the relationship attributes won't be effective until the next planning cycle.

Duplicate a Collaboration Relationship

On the Manage Supply Collaboration Network page, you can duplicate an existing collaboration relationship to create a new relationship. This can save time when you need to create multiple relationships among a set of trading partners that differ only by item or by site.

Note: You can't duplicate collaboration relationships sourced from an external source system.

To duplicate a collaboration relationship:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Duplicate.

  4. On the Create Relationship dialog box, the Ship-from Supplier Site, Ship-to Organization, and Item fields are populated from the existing relationship.

  5. Select new values for Ship-from Supplier Site and Ship-to Organization.

    The items relevant to the ship-from supplier and ship-to organization are populated.

    Note: The relationship between the ship-from supplier, ship-to organization, and item is unique. You can't have more than one relationship with the same combination.
  6. Select the item the trading partners can supply.

  7. Enter the effective start date and effective end date.

    The effective dates determine when a relationship is active.

    Note: If you don't enter a start date, the relationship is treated as active from the current date until the end date. If you don't enter an end date, the relationship is treated as active from the start date.
  8. Do one of the following:

    • Click Save and Create Another to save the new relationship, display the relationship in the search results, and to be ready to create another relationship using the same values.

    • Click Save and Close to save the new relationship and close the Create Relationship dialog box.

    • Click Save and Continue to save the new relationship and edit the relationship.

  9. On the Edit Relationship page, enter the following values:

    • Forecast Horizon in Days

    • Commit Horizon in Days

    • Commit SLA in Days

  10. Click Save and Close to save the new relationship.

    Requery to display the relationship in the search results.

Delete a Collaboration Relationship

On the Manage Supply Collaboration Network page, you can delete a collaboration relationship.

To delete a collaboration relationship:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Delete.

    A warning appears to confirm the deletion of the relationship.

  4. Click Yes.

    The relationship is deleted.

On the Manage Supply Collaboration Network page, you can update multiple collaboration relationships.

To update multiple collaboration relationships:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, select Collaboration relationships.

  3. Search for the collaboration relationships.

  4. Select multiple rows in the search results and click Actions > Edit.

    Note: When you select multiple rows in the search results, you can no longer duplicate the collaboration relationships.
  5. On the Edit Relationships page, modify the required parameters.

    Note: Any changes in the values will modify the parameter values for all the selected collaboration relationships.

    When editing relationships whose source systems are different, you can't set the UOM Definition Source to Other.

  6. Click Save and Close.

    Note: For an existing collaboration relationship, changes to the relationship attributes won't be effective until the next planning cycle.

Collaboration relationship candidates provide visibility into the unprocessed or B2B-only transactions for active collaboration plans that aren't being managed by Supply Chain Collaboration because of missing setup data. You can select relationship candidates that aren't collaborated on and convert them to collaboration relationships on the Manage Supply Collaboration Network page.

Note: You can select relationship candidates that are sourced from an external source system and convert them to collaboration relationships.
  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, select Relationship candidates.

  3. Search for the relationship candidates that aren't collaborated on and:

    • To convert only a few relationship candidates, select the rows in the search results and click Actions > Convert to Relationships.

    • To convert all the relationship candidates in the search results, click Actions > Convert All Search Results.

    You can now edit the relationships individually or all at once.

When you create the collaboration relationship from a collaboration relationship candidate, the unprocessed order forecasts still within the interface tables will be published using the Prepare Candidate Order Forecasts for Decomposition scheduled process. This scheduled process is automatically initiated after the candidates are converted.

Note:

You must set the collaboration attributes calculated during the first publish of a collaboration cycle such as UOM Definition Source, Commit SLA, and Forecast and Commit Horizons at the time of editing relationships so that they're considered when republishing.

In contract manufacturing relationships, you need to collaborate both with the contract manufacturer as well as the upstream component suppliers that provide critical components. Supply Chain Collaboration can send order forecasts to both the contract manufacturer as well as their suppliers as long as you model them in a collaboration relationship. This way, both the original equipment manufacturers and the contract manufacturer can get visibility to the component supply commitments.

This figure illustrates a multi-tiered relationship between a contract manufacturer and a supplier.

Model of a multi-tiered relationship between contract
manufacturer and a supplier

The following table lists an example of a multi-tiered relationship between a contract manufacturer and a supplier.

Relationship Ship From Ship to Item

1

Supplier B

Contract Manufacturer A (Organization A)

Component

2

Contract Manufacturer A

Organization X

Finished Item

In the example, Supplier B is shipping components to Contract Manufacturer A. Contract Manufacturer A is shipping the finished items to the enterprise Organization X.

The ship to attribute of a collaboration relationship is always mapped to an inventory organization or item organization. For Contract Manufacturer A to be a valid ship-to organization, you must model Contract Manufacturer A as an inventory organization.

To model a multi-tiered relationship between contract manufacturer and a supplier:

  1. Setup contract manufacturers (Ship-to Supplier Sites) as organizations associated to a supplier site in Oracle Supply Chain Planning Supply Network Model.

  2. Define a relationship in Supply Chain Collaboration by defining the ship-to as the contract manufacturer organization.

  3. Enable the contract manufacturer to view forecasts, edit forecast quantities and commit on behalf of their upstream suppliers within the Trading Partner Access section of the collaboration relationship.

For more information on using collaboration messaging, see the Oracle Procurement Cloud Implementing Procurement guide.

Enable Contract Manufacturers to Manage Order Forecasts on Behalf of Upstream Suppliers

Contract manufacturers are organizations associated to a supplier site. You can enable a contract manufacturer to view order forecasts, edit forecast quantities, and commit on behalf of their upstream suppliers.

To modify a collaboration relationship:

  1. From the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Relationship page, the Trading Partner Access section, set View Order Forecasts to one of the following values:

    • Yes to enable supplier site contacts to view forecasts for items shipped to their site.

    • No to disable supplier site contacts from viewing forecasts.

    Note: The Trading Partner Access section is enabled only when the ship-to organization is associated with a supplier site in the Supply Chain Planning Supply Network model.
  5. If View Order Forecasts is set to Yes, you can set the following values:

    • Adjust Order Forecasts to enable or disable supplier site contacts from entering and submitting forecast quantity changes and republishing the order forecast.

    • Adjust Commits to enable or disable supplier site contacts from entering and submitting commit quantities to the enterprise.

  6. Click Save and Close.

Search For Contract Manufacturers

In the Manage Supply Collaboration Network page, you can search for and view the contract manufacturers by using the Ship-to Supplier and Ship-to Supplier Site parameters. Using these parameters you can search for a specific supplier or site, or use Is not blank to return all contract manufacturers.

For a supplier to receive Business to Business (B2B) messages you must enable the supplier for B2B collaboration. On the Manage Supply Collaboration Network page, you can enable a supplier site for B2B messaging or edit their current configuration.

Note: B2B collaboration is enabled by supplier site. When a site is enabled for B2B messaging, it applies to all the relationships that contain the ship-from supplier site.

To edit a collaboration configuration:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Edit Collaboration Configuration.

  4. On the Edit Supplier Collaboration Configuration page, the Associated Service Providers section, click Actions > Add Row.

    A new service provider row is added.

  5. Select the service provider. The relevant trading partner IDs are populated.

  6. Select the trading partner ID.

  7. In the Collaboration Documents for Service Provider section, click Actions > Add Row.

  8. Select the following supply planning document types:

    • PROCESS_FORECAST_OUT for the outgoing forecast message the supplier receives.

    • ACKNOWLEDGE_FORECAST_IN for the commit response the supplier sends back to the enterprise.

  9. Set the Association Status to one of the following values:

    • Enable to enable the supplier site to send or receive B2B messages.

    • Disable to disable the supplier site to send or receive B2B messages.

  10. Click Save and Close.

Configure Automatic Commits to Order Forecasts

Suppliers are contractually obligated to commit to order forecasts within a specified time frame. If a supplier does not commit to order forecasts within the due date on their contractually obligated commitment, there may be delays in the other planning processes. You can have an agreement with your supplier to commit automatically to order forecasts. As an administrator, configure Supply Chain Collaboration to commit automatically to order forecasts. You can set the automatic commits to match the commits from the previous cycle, or to commit to a percentage of the current forecast.

Note: You need the Supply Chain Application Administrator role to configure automatic commits to order forecasts.

To configure automatic commits to order forecasts:

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Relationship page, enter the number of days a supplier has to provide commits to an order forecast in Commit SLA in Days.

  5. Select Auto Commit in SLA Action.

  6. Select one of the following values for Commit Period:

    • Commit Horizon: The forecast commits are processed on the supplier's contractually obligated commitment due date.

    • Days: The number of days to process forecast commits without exceeding the commit horizon.

  7. Select one of the following values for Commit Quantity:

    • Previous forecast commits: The committed order forecast quantity matches the commits from the previous commit cycle.

    • Percentage of current forecast: The committed order forecast quantity is a percentage of the current forecast.

  8. Click Save and Close.

Note: For an existing collaboration relationship, changes to the relationship attributes will not be effective until the next planning cycle.

Set Unit of Measure Definition Source

The unit of measure (UOM) used in planning applications may be different from the UOM used to purchase goods. You can set the UOM definition source on a collaboration relationship to be used for all collaboration quantities. When you set the UOM on the collaboration relationship, all quantities including order forecasts, commits, open purchase orders, in-transit shipments, shipments in receiving, and purchase requisitions are converted and displayed in the specified collaboration UOM.

You must be a Supply Chain Application Administrator do this task.

  1. In the Supply Chain Collaboration work area, click Manage Supply Collaboration Network in the Tasks panel.

  2. On the Manage Supply Collaboration Network page, search for the collaboration relationship.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Relationship page, select one of these values for UOM Definition Source:

    • Published order forecast: To convert and display collaboration quantities in the UOM of the order forecast published to Supply Chain Collaboration. This is the default value and accepts the UOM published by Oracle Supply Chain Planning Cloud. If a UOM isn't provided, Supply Chain Collaboration will use the item's primary UOM set on the item record.

    • Approved supplier list: To convert and display collaboration quantities in the purchasing UOM defined on the approved supplier list matching the item and supplier.

    • Primary: To display collaboration quantities in the item's primary UOM. The item's primary UOM is defined on the item record.

    • Other: To convert and display collaboration quantities in the user-defined UOM set on the collaboration relationship.

  5. If UOM Definition Source is set to Other, select a value for UOM.

  6. Click Save and Close.

    Note: For an existing collaboration relationship, changes to the relationship attributes won't be effective until the next planning cycle.

For collaboration plans using items and organizations sourced from an external planning source system, UOM Definition Source depends on Supply Chain Planning to resolve the available UOMs, UOM conversions, item's primary UOM, and purchasing UOM.

For more information about defining units of measure, see the Implementing Common Features for SCM guide.

Set Preferred Date Format

Use the General Preferences section in the Preferences work area to set your preferred date format.

  1. Click Navigator > Set Preferences.

  2. In the Preferences work area, use the General Preferences > Regional task.

  3. Select the territory and date format.

    Note: For each territory, not all date formats are supported.
  4. Click Save and Close.

Manage Collaboration Plans

Planning Cycle

When defining a collaboration plan, you define the frequency of planning cycles to collaborate with your trading partners, which depends on the types of products you collaborate on and their associated lead times. This frequency defines the planning cycle expectation for the collaboration plan. The collaboration plan data automatically expires at the end of the planning cycle.

You can manage planning cycles at a weekly or monthly frequency. In a weekly frequency, you can pick the duration and the start day (Monday to Sunday) on which the collaboration plan is published to your suppliers. In a monthly frequency, you can pick a duration and either choose the relative day of the month (example, first Monday, third Friday, or last Thursday) or a date in the month (example, 15 or 20) on which the collaboration plan is published to your suppliers.

The decomposition process determines the planning cycle for all incoming managed records. The decomposition process calculates the start and end dates for the collaboration plan depending on the planning cycle. These dates are used to determine if the plan data received is for a new planning cycle or an update to an existing planning cycle.

For example, the following table lists a collaboration plan US-Production with a weekly frequency and the start date set for Monday.

Date Received Cycle Dates Mid-Cycle Update

Monday, 16-Jan-2017

Start: 16-Jan End: 22-Jan

New, no source exists for US Production

Wednesday, 18-Jan-2017

Start: 16-Jan End: 22-Jan

Update, source exists from 16-Jan-2017

Tuesday, 24-Jan-2017

Start: 23-Jan End: 29-Jan

New, received date is outside of the currently saved planning cycle. The source start and end date and object version are updated

The start date is calculated based on the first time you receive the plan data as it relates to the collaboration frequency. If you publish a plan on Tuesday, January 17, the data is treated as a new planning cycle with a start date of January 16. This sets the cycle frequency and the plan is expected every week. If the plan isn't published on January 23, the previous plan data for January 16 expires automatically on January 22.

The planning cycle of a collaboration plan is continuous. Even if the plan isn't published for a long period of time, if a cycle is established, the plan is retained.

When you change the frequency or the start date for a collaboration plan, the change doesn't take effect until the next planning cycle. If you want to reset the planning cycle, you need to create a new collaboration plan.

You can search for a collaboration plan based on the planning cycle start and end dates using the manage forecast search page.

Note: The B2B Only relationships without a defined collaboration plan don't have a defined planning cycle. All the data sent is treated as a new cycle. The B2B Only collaboration will expire in 15 days. If a collaboration plan is defined, the B2B Only data uses the defined planning cycle rather than the fixed value of 15 days.

You create a collaboration plan in Oracle Fusion Supply Chain Collaboration to enable a supply plan created in Oracle Fusion Planning Central Cloud Service or Oracle Supply Chain Planning for collaboration. As an enterprise user, you can search for the supply plan using the supply plan or the collaboration plan on the Manage Collaboration Plans page. As a supplier, you can search for the supply plan only by the collaboration plan in Oracle Fusion Supplier Portal.

Note: You need the Supply Chain Application Administrator role to configure Supply Chain Collaboration.

On the Manage Collaboration Plans page, you can perform the following actions:

  • Search for collaboration plans

  • Create new collaboration plans

  • Modify collaboration plans

On the Manage Collaboration Plans page, you can view the collaboration plans by searching for the plan by entering the search parameters.

On the Manage Collaboration Plans page, you can create a new collaboration plan.

When a supply plan is published from Oracle Fusion Planning Central Cloud Service or Oracle Fusion Supply Planning for a collaboration plan, Oracle Fusion Supply Chain Collaboration sets the Source System attribute. If the supply plan has organizations and items collected from an external source system, then the collaboration plan Source System attribute is set to External. If the supply plan has organizations and items collected from Oracle Fusion applications, then the collaboration plan Source System attribute is set to Oracle. Once the collaboration plan's source system is set it can't be changed. Create a new collaboration plan if the source system changes in Supply Planning.

Note: A supply plan that's partly defined in an Oracle application and partly in an external application isn't supported.

To create a collaboration plan:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Plans in the Tasks panel.

  2. On the Manage Collaboration Plans page, click Actions >Create.

  3. On the Create Collaboration Plan dialog box, select the source of the supply plan. The supply plans are created using Oracle Supply Chain Planning or an external application.

  4. Select the supply plan. The default collaboration plan name is same as the supply plan. If required, enter a new name for the collaboration plan.

    Note: Only the collaboration plan name is available to the suppliers using Oracle Fusion Supplier Portal.
  5. Select the initial status of the collaboration plan.

  6. Select the frequency.

    • When you select a weekly frequency, you can define the Duration value and Start Day with a value of Monday to Sunday.

    • When you select a monthly frequency, you can either define the Duration value and Start Date with a value of 1 to 28 or a Start Day with a start day ordinal of First, Second, Third, Fourth, or Last and start day with a value of the name of the day (Monday to Sunday).

  7. Click Save and Close to save the new collaboration plan.

On the Manage Collaboration Plans page, you can modify a collaboration plan.

To modify a collaboration plan:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Plans in the Tasks panel.

  2. On the Manage Collaboration Plans page, search for the collaboration plan.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Collaboration Plan page, modify the required parameters.

  5. Click Save and Close.

On the Manage Collaboration Plans page, you view the published supply plans that aren't being collaborated on and use them to create collaboration plans.

To create collaboration plans from plan candidates:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Plans in the Tasks panel.

  2. On the Manage Collaboration Plans page, select Plan candidates.

  3. Search for the published supply plans that aren't being collaborated on.

  4. Select the supply plan and click Actions > Convert to Collaboration Plan.

    You can now edit the plan.

FAQs for Collaboration Plans

How can I determine how many relationships are associated with a collaboration plan?

Search for collaboration plans on the Manage Collaboration Plans page. The Relationship Candidates column displays the number of relationship candidates associated with the plan. The Collaboration Relationships column displays the number of relationships associated with the plan.

How can I determine how many relationships are associated with a published supply plan for which a collaboration plan is not created?

Search for plan candidates on the Manage Collaboration Plans page. The Relationship Candidates column displays the number of relationship candidates associated with the supply plan. The Collaboration Relationships column displays the number of relationships associated with the supply plan.

Manage Aggregation Schedules

Aggregation is the process of collecting data and consolidating multiple values into a single value. For example, order forecast quantities are sent and stored in daily time buckets. However, the daily values can be summed and displayed in weekly, monthly, or period aggregation based on an active schedule and the displayed aggregation level.

An active schedule is defined in the Setup and Maintenance > Manage Facility Schedules task. For a time bucket generation, the quarterly type, effective from date, and effective to date are used. The period for all days is inclusive of the effective from date and the effective to date.

The displayed aggregation level determines how the data is displayed on the Manage Order Forecasts and Commits page. You can schedule aggregation by week or use a period definition. By default, forecasts are displayed aggregated by week.

The displayed aggregation level is used to calculate exceptions; for example, if displayed aggregation is set to week and day, all exceptions are calculated using weekly quantities. Exceptions are not recalculated when the displayed aggregation level is changed mid-planning cycle; for example, if you change the displayed aggregation level from week and day to period and day in the middle of a planning cycle, the exceptions that were already calculated are displayed at weekly level, even though the aggregation is displayed in months. Due to this, you may observe incorrect results.

The aggregation schedule is used to determine:

  • How forecasts are aggregated when displaying to collaboration planners and suppliers.

  • How exceptions are calculated.

Note: You need the Supply Chain Application Administrator role to configure Oracle Fusion Supply Chain Collaboration.

Default Active Schedule

In addition to the user defined active schedule, there is a system schedule called Supply Chain Collaboration Default. Supply Chain Collaboration Default is monthly quarterly type with the effective from date and effective to date set to NULL. These values indicate that the default schedule is always active and never ends.

The time buckets are generated using the Supply Chain Collaboration Default schedule when:

  • An active schedule is not selected.

  • An active schedule is selected, but is no longer active because the effective from date and effective to date range has expired.

To define an aggregation schedule:

  1. In the Supply Chain Collaboration work area, click Define Aggregation Schedule in the Tasks panel.

  2. On the Define Aggregation Schedule page, select an active schedule. Alternatively, you can search for the active schedule based on the schedule name, quarterly type, the effective from date, or the effective to date.

  3. Select one of the following displayed aggregation level:

    • Week and day: The forecasts are aggregated at a weekly level.

    • Period and day: The forecasts are aggregated based on the quarterly type selected for the active schedule.

  4. Click Save and Close.

If you are modifying the aggregation schedule, the changes will not take effect until the next planning cycle. Until the end of the current active planning cycle, there may be a mismatch in the counts displayed for the exceptions and order forecasts. For example, if you are changing the aggregation schedule from monthly to weekly, there may be a mismatch in the exception counts until the current monthly planning cycle ends.

Manage Collaboration Planners

As a Supply Chain Collaboration user you work with external suppliers and require profiles with security settings that aren't generally available in other Oracle Fusion applications. You can create and manage a Supply Chain Collaboration Planner and associate the collaboration planner with appropriate access to suppliers and supplier sites.

Supply Chain Collaboration supports two modes of data security:

  • An inclusive data access, where all order forecasts are treated as confidential and you need to explicitly associate a collaboration planner to access specific supplier sites.

  • An exclusive data access, where all order forecasts are treated as public until you explicitly associate a collaboration planner to supplier sites.

By configuring collaboration planner access, you can display only the:

  • Data from suppliers or supplier sites accessible to the collaboration planner on the Supply Chain Collaboration work area.

  • Order forecasts from the supplier sites that are associated with the collaboration planner on the Manage Order Forecasts and Commits page.

Note: You need the Supply Chain Application Administrator role to access the Manage Collaboration Planners page.

You can access the Manage Collaboration Planners page from the Supply Chain Collaboration work area by clicking the Manage Collaboration Planners task in the Tasks panel.

In the Manage Collaboration Planners page, you can perform the following actions:

  • Search for collaboration planners

  • Create new collaboration planners

  • Modify collaboration planners

You can view this page only when data access is enabled. For more information on data access, see the Oracle Supply Chain Management Cloud Implementing Manufacturing and Supply Chain Materials Management guide.

Search for Collaboration Planners

On the Manage Collaboration Planners page, you can search for and view the collaboration planners by entering the search parameters. For example, you can view all the collaboration planners who are assigned to a supplier or a supplier site.

On the Manage Collaboration Planners page, you can create a collaboration planner from an existing Oracle Fusion user.

To create a collaboration planner:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Planners in the Tasks panel.

  2. On the Manage Collaboration Planner page, click Actions > Create.

  3. On the Create Collaboration Planner dialog box, select the collaboration planner.

  4. Select one of the following values for Full Access:

    • Yes to allow access to all suppliers and supplier sites.

    • No to select access to specific suppliers and supplier sites.

  5. On the Data Access Security section, select one of the following values for Status:

    • Active to enable the collaboration planner.

    • Inactive to disable the collaboration planner.

  6. Click the Add icon to add a new row in the Data Access Security table.

  7. Select one of the following values for Security Context:

    • Supplier to set Security Context Value to suppliers.

    • Supplier Site to set Security Context Value to supplier sites.

  8. Select the value for Security Context Value.

    The values for Ship-from Supplier and Ship-from Supplier Site are populated.

  9. Click Save to save the new collaboration planner.

  10. Click Save and Close to save the new collaboration planner and close the Create Collaboration Planner dialog box.

On the Manage Collaboration Planners page, you can modify a collaboration planner.

To modify a collaboration planner:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Planners in the Tasks panel.

  2. On the Manage Collaboration Planner page, search for the collaboration planner.

  3. Select a row in the search results and click Actions > Edit.

  4. On the Edit Collaboration Planner page, modify the following parameters:

    • Full Access

    • Status

  5. Click the Add icon to add a new row in the Data Access Security table.

  6. Select one of the following values for Security Context:

    • Supplier to set Security Context Value to suppliers.

    • Supplier Site to set Security Context Value to supplier sites.

  7. Select the value for Security Context Value.

    The values for Ship-from Supplier and Ship-from Supplier Site are populated.

  8. To delete data access, select a row from the Data Access Security table and click the Delete icon.

  9. Click Save and Close.

    Note: For an existing collaboration planner, changes to the attributes won't be effective until the next planning cycle.

On the Manage Collaboration Planners page, you can duplicate an existing collaboration planner. This can save time when you need to create multiple planners that differ only by supplier or supplier site.

To duplicate a collaboration planner:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Planners in the Tasks panel.

  2. On the Manage Collaboration Planner page, search for the collaboration planner.

  3. Select a row in the search results and click Actions > Duplicate.

  4. On the Create Collaboration Planner dialog box, the Full Access and Status fields are populated from the existing collaboration planner that you're duplicating.

  5. Select the collaboration planner.

  6. Select values for Full Access and Status.

    The relevant values are populated.

  7. Click the Add icon to add a new row in the Data Access Security table.

  8. Select one of the following values for Security Context:

    • Supplier to set Security Context Value to suppliers.

    • Supplier Site to set Security Context Value to supplier sites.

  9. Select the value for Security Context Value.

    The values for Ship-from Supplier and Ship-from Supplier Site are populated.

  10. Do one of the following:

    • Click Save to save the new collaboration planner.

    • Click Save and Close to save the new collaboration planner and close the Create Collaboration Planner dialog box.

On the Manage Collaboration Planners page, you can delete a collaboration planner.

To delete a collaboration planner:

  1. In the Supply Chain Collaboration work area, click Manage Collaboration Planners in the Tasks panel.

  2. On the Manage Collaboration Planner page, search for the collaboration planner.

  3. Select a row in the search results and click Actions > Delete.

  4. On the warning dialog box to confirm the deletion of the collaboration planner, click Yes.

    The collaboration planner is deleted.

Manage Scheduled Processes

Supply Planning Collaboration Scheduled Processes

You create supply plans in Oracle Supply Chain Planning or Oracle Fusion Planning Central Cloud Service. In Oracle Fusion Supply Chain Collaboration, you use scheduled processes to:

  • Filter the supply plan data and push it to the Supply Chain Collaboration interface tables.

  • Decompose the plan data to make it available to suppliers and collaboration planners.

  • Pull the supplier commits back into planning applications as supplier capacity.

  • Purge commit data from the collaboration interface tables.

  • Purge historical data when it's no longer needed.

  • Export collaboration order forecasts or commit data to CSV files.

  • Verify existing collaboration relationships and enable the drop ship attribute.

  • Load supply data for externally managed organizations to Supply Planning.

Publish Order Forecast

The Publish Order Forecast enterprise scheduled process is used to publish order forecast data. The Publish Order Forecast scheduled process supports both managed and B2B Only collaborations.

The Publish Order Forecast scheduled process filters the supply plan data by:

  • Supply plan, which is the selected plan. If the scheduled process is called from a plan context, the plan name is defaulted to the current plan and is not editable.

  • Organization for supply planning

  • Planner, which is the Supply Demand Planner ID

  • Category

  • Item, which is the enterprise item ID

  • Supplier

  • Supplier site, which are the sites for the selected supplier

The Publish Order Forecast scheduled process stores the supply plan data in the Supply Chain Collaboration interface tables.

When publishing order forecasts, if you include purchase orders, requisitions, or transfer orders, these quantities are combined with the planned order quantity to form the current forecast.

To configure the Publish Order Forecast scheduled process, select the following parameters:

  • Include purchase orders in the order forecast: To include the planned order quantity and the purchase order quantities in your current order forecast quantity.

  • Include requisitions in the order forecast: To include the planned order quantity and the requisition quantities in your current order forecast quantity.

  • Run the Supply Planning Collaboration Decomposition job: To run the Supply Planning Collaboration Decomposition scheduled process immediately after the order forecast is published.

  • Publish order details: To display the open purchase orders, purchase requisitions, in-transit shipments, and shipments in receiving as separate measures along with the current order forecast.

Note: If you do not select Include purchase orders in the order forecast or Include requisitions in the order forecast, the order forecast includes only the planned order quantities.

Schedule Decomposition

The Supply Planning Collaboration Decomposition scheduled process is used to decompose the order forecast data.

The Supply Planning Collaboration Decomposition scheduled process:

  • Reads the published planning data from the interface tables

  • Evaluates forecast exceptions

  • Creates or updates an order forecast, used by Supply Chain Collaboration to publish to suppliers

  • Assigns and launches the orchestration process

The Supply Planning Collaboration Decomposition process makes the order forecast data available to suppliers and collaboration planners.

Receive Supplier Commits

The Receive Supplier Commits scheduled process is used to pull the supplier commits back into Oracle Supply Chain Planning or Oracle Fusion Planning Central Cloud Service as supplier capacity.

The forecast commits received in Oracle Fusion Supply Chain Collaboration are based on ship-from supplier site and ship-to organization. However, once the order commits are pulled into Supply Chain Planning or Planning Central Cloud as supplier capacity, the commits are aggregated by supplier site regardless of organization.

Purge Collaboration Interface Tables

The supplier commit data is stored in the collaboration interface tables until it's purged. After you publish the plan, receive supplier commits, and the collaboration cycle ends, purge all commit data from the collaboration interface tables by using the Purge Collaboration Interface Tables scheduled process. You can schedule this process to run whenever a new collaboration cycle begins, before the supply plan is published.

Purge Historical Data

The collaboration data, including all mid cycle forecast and commit updates, is permanently stored until it is purged. To purge the historical data, the Purge Supply Chain Collaboration Historical Data scheduled process is used. While setting up this process in Oracle Enterprise Scheduler, you can set the number of months of historical data that should be retained.

Export Collaboration Order Forecasts

To export collaboration order forecasts or commit data to CSV files, use the Export Collaboration Order Forecasts scheduled process. While setting up this process in Oracle Enterprise Scheduler, you can set the supply plan to export and filter the export collection by specifying a supplier or item. In addition, you can select one or more of the following measures to include in your export data:

  • Current Forecast: To export the current cycle collaboration forecast data.

  • Current Commit: To export the current cycle collaboration forecast commit data.

  • Previous Forecast: To export collaboration forecast data from the immediate previous collaboration cycle.

  • Previous Commit: to export collaboration forecast commit data from the immediate previous collaboration cycle.

Enable Drop Ship for Existing Collaboration Relationships

A drop ship collaboration relationship requires the ship from supplier site to match the ship to supplier site associated with the organization. When you search for order forecasts, the drop ship collaboration order forecasts are aggregated at the ship to organization level. For example, if you have three order forecasts with the same ship from supplier, with an item each for 500 items going to a different ship to customer, you will have a single collaboration order forecast of 1500 items for the supplier to commit.

To enable drop ship for existing collaboration relationships where the ship to organization matches the ship from supplier site associated with the organization, you can use the Set Collaboration Relationship Drop Ship scheduled process.

You can use the Export Supplier On-Hand Quantities scheduled process to create and save a comma-separated values file with the supplier on-hand quantities. You can filter the quantities based on supplier, supplier site, item or number of days since publish date.

Occasionally, you may need to purge supplier on-hand quantity records, because there may be changes such as suppliers no longer exist, items may be discontinued, or supplier on-hand records may become too old to be reliable.

You can use the Purge Supplier On-Hand Quantities scheduled process to purge the supply chain collaboration supplier on-hand quantity records based on user-defined parameters. You can choose to purge the records based on the number of days since publish date, which you can further filter by supplier, supplier site, or item.

Manage Scheduled Processes

You use the Scheduled Processes work area to manage scheduled processes.

You can do the following:

  • Manually run the scheduled process.

  • Set up the processes to run at a reoccurring schedule.

Run the Scheduled Processes Manually

To manually run the scheduled process:

  1. Go to the Scheduled Processes work area.

  2. To publish the plan data to Supply Chain Collaboration, click Actions > Schedule New Process.

  3. On Schedule New Process dialog box, search for the process; for example, Publish Order Forecast and click OK.

  4. On the Process Details dialog box, select the plan you want to publish and click Submit. You can filter the plan further by selecting additional parameters.

    Ensure that the Publish Order Forecast process runs successfully. The selected plan data is now pushed into the Supply Chain Collaboration interface tables.

  5. To decompose the plan data and make it available to suppliers and collaboration planners, click Actions > Schedule New Process.

  6. On the Schedule New Process dialog box, search for the process; for example, Supply Planning Collaboration Decomposition process and click OK.

  7. On the Process Details dialog box, click Submit.

    Ensure that the Supply Planning Collaboration Decomposition process runs successfully. The plan data is now available to suppliers and collaboration planners.

Set Up Processes to Run on a Reoccurring Schedule

To set up the processes to run on a reoccurring schedule:

  1. Go to the Scheduled Processes work area, click Actions > Schedule New Process.

  2. On the Schedule New Process dialog box, search for the process, for example, Supply Planning Collaboration Decomposition and click OK.

  3. On the Process Details dialog box, click Advanced.

  4. In the Schedule tab, select Using a schedule.

  5. Set the frequency to when you want the process to run.

  6. Set an end date until when you want the process to run.

  7. Click Submit.

The process is now set to run on a reoccurring schedule.

Load Supply Data for Externally Managed Organizations

You can synchronize the end item and component on-hand balances, purchase order details, work order demands, work order supplies, and work order resources with Oracle Supply Planning Cloud.

Use the Load Supply Data for Externally Managed Organizations scheduled process to load the supply data for externally managed organizations from comma-separated values files to staging tables. The supply data is copied to the planning account and the load planning data process is initiated. It also sets the upload request status to processing.