Run a Replenishment Plan

When you run a replenishment plan, you can specify how you want to refresh the data and what should be done as a part of the plan run.

Also, you can run the replenishment plan immediately or in the background at a set time or on a repetitive schedule.

Regardless of your plan setup, you use the following sequence for running your replenishment plan:

1. Generate the forecast or specify the following for the forecast:

   • Another replenishment plan that has been run with the Generate forecast checkbox selected on the Plan Options page.

   • A demand plan that has been run.

   • An external forecast schedule.

2. Calculate the policy parameters.

3. Rebalance the inventory.

4. Calculate the replenishments.

Consider these examples:

Setup of Replenishment Plan	Run Sequence
Replenishment Plan A generates the forecast, calculates the policy parameters, and calculates the replenishments.	Run Replenishment Plan A.
Replenishment Plan Y generates the forecast and calculates the policy parameters, and Replenishment Plan Z calculates the replenishments.	Run Replenishment Plan Y to generate the forecast and calculate the policy parameters. Run Replenishment Plan Z to calculate the replenishments.
Replenishment Plan M generates the forecast and calculates the policy parameters, and Replenishment Plan N rebalances the inventory and calculates the replenishments.	Run Replenishment Plan M to generate the forecast and calculate the policy parameters. Run Replenishment Plan N to rebalance the inventory and calculate the replenishments.

Data Refresh Options

These data refresh options are available under the Details region on the Parameters tab in the Run Plan dialog box:

• Do not refresh with current data: Select this option for simulation planning.

  When you select this option, the planning horizon (the plan start and end dates) displayed on the Plan Options page, Supply tab, General subtab isn't advanced.

• Refresh with net-changed data: Select this option to perform incremental replenishment planning for only those item-location combinations with net changes in demands and supplies. This option is enabled only when the Enable for incremental planning and Calculate replenishments check boxes are selected on the Plan Options page for the replenishment plan.

  When you select this option, the planning horizon displayed on the Plan Options page, Supply tab, General subtab is advanced.

• Refresh with current data: Select this option to refresh the replenishment plan with the latest collected data. If you're running the replenishment plan for the first time, only this option is enabled, and it's selected by default.

  If you selected only the Calculate policy parameters checkbox on the Plan Options page and are running the replenishment plan for the policy comparison process, you must select this option.

  When you select this option, the planning horizon displayed on the Plan Options page, Supply tab, General subtab is advanced.

Scope Options

These scope options are available under the Details region on the Parameters tab in the Run Plan dialog box:

• Generate forecast: Select this checkbox to generate the forecast as a part of the plan run. The checkbox is enabled only when the Generate forecast checkbox is selected on the Plan Options page. If this checkbox is enabled, and you're running the replenishment plan for the first time, the checkbox in the dialog box is selected by default and can't be deselected.

• Calculate policy parameters: Select this checkbox to calculate policy parameters as a part of the plan run. The checkbox is enabled only when the Calculate policy parameters checkbox is selected on the Plan Options page. If this checkbox is enabled, and you're running the replenishment plan for the first time, the checkbox in the dialog box is selected by default and can't be deselected.

• Calculate replenishments: Select this checkbox to calculate replenishments as a part of the plan run. The checkbox is enabled only when the Calculate replenishments checkbox is selected on the Plan Options page. If this checkbox is enabled, and you're running the replenishment plan for the first time, the checkbox in the dialog box is selected by default and can't be deselected.

• Rebalance inventory: Select this checkbox to rebalance inventory as a part of the plan run. This checkbox is enabled only when the Rebalance inventory checkbox is selected on the Plan Options page. If this checkbox is enabled, and you're running the replenishment plan for the first time, the checkbox in the dialog box is selected by default and can't be deselected.

  If you select this checkbox and the Do not refresh with current data option, the Calculate replenishments checkbox is selected and grayed out.

• Archive plan: Select this checkbox to archive the results of the plan run. This checkbox is enabled only when the Refresh with current data option is selected, and the Enable for archiving checkbox is selected in the Scope: Advanced Options dialog box that you open from the Plan Options page, Scope tab.

• Prepare for buyer planning: Select this checkbox to run the Prepare Plan for Buyer Planning scheduled process as a part of the plan run. The scheduled process copies buy orders from the replenishment plan to Buyer Planning for quick retrieval.

  This checkbox appears only if these conditions are met:

  • The replenishment plan uses a source system for Oracle Fusion Cloud Applications.
  • You've the privileges (MSC_RELEASE_PLANNING_RECOMMENDATIONS_PRIV, MSC_MONITOR_PLANNING_SCHEDULED_PROCESSES_PRIV, and MSC_EDIT_SUPPLIES_BUYER_PLANNING_PRIV) to run the Prepare Plan for Buyer Planning scheduled process.
  Note: The checkbox is enabled only when you've also selected the Calculate replenishments checkbox. Unless replenishments are calculated during the plan run, no buy orders will be available for being copied to Buyer Planning.

Run the Replenishment Plan

Follow these steps to run the replenishment plan:

1. Open the Run Plan dialog box through one of these ways:

   • Use the Manage Plans page:

     1. On the Tasks panel tab, under Plans, select Manage Plans.

        The Manage Plans page opens.

     2. Under Search Results, select the replenishment plan, and click Actions > Run.

   • On the Plans panel tab, under Plans, right-click the replenishment plan, and select Run.

   • Open the replenishment plan, and click Actions > Run.

2. Enter submission notes for your plan run.

3. On the Parameters tab, under Details, do these steps:

   1. Under Data Refresh Options, select an option.

      If you select Do not refresh with current data, the Manage Replan Details link is displayed under the option. Click the link to open the Manage Replan Details dialog box, in which you can see the item-location combinations and segments for which you've made simulation-related changes. Under Replan, deselect the check boxes for the combinations and segments for which you don't want to run the simulation.

   2. Under Scope Options, select check boxes for the type of plan run.

4. Under Demand Plan Run Options, under Include, select the check boxes for the forecasting profiles that you want to use for generating the forecast.

   This section is displayed if the Generate forecast checkbox is selected on the Plan Options page. The forecasting profiles selected on the Demand tab on the Plan Options page are displayed here.

   This section isn't displayed when you select Do not refresh with current data under Data Refresh Options.

5. On the Schedule tab, do the following:

   • To run the plan immediately, select As soon as possible.

   • To run the plan in the background at a set time, select Using a schedule.

     The Frequency field is displayed. Other options are displayed on the basis of the selected frequency.

     Specify a schedule for the plan run.

6. Click OK to run the replenishment plan.

   The Plan Status Details dialog box is displayed.

7. Click OK.