Planning Implementing Supply Chain - Oracle
Oracle SCM CloudImplementing Supply ChainPlanning20D
Oracle SCM CloudImplementing Supply Chain Planning20DPart Number F34404-01Copyright 2011, 2020, Oracle and/or its affiliates.Authors: N. Sulluru, B. Mise, D. WestThis software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protectedby intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering,disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please reportthem to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, thenthe following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed oractivated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to oraccessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to theapplicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display,disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integratedsoftware, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computerdocumentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. Theterms governing the U.S. Government's use of Oracle cloud services are defined by the applicable contract for such services. No other rights aregranted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended foruse in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardwarein dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safeuse. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarksor registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products, and services from third parties. OracleCorporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, andservices unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsiblefor any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicableagreement between you and Oracle.The business names used in this documentation are fictitious, and are not intended to identify any real companies currently or previously in existence.
Oracle SCM CloudImplementing Supply Chain PlanningContents1PrefaceiOverview1Overview of Supply Chain Planning Implementation . 1Supply Chain Planning Configuration Tasks . 12Planning Source Systems and Profile Options5Manage Trading Community Source Systems for Data Collections . 5Manage Planning Source Systems for Data Collections . 5How You Manage Planning Profile Options . 7Considerations for Enabling Organizations for Data Collections . 11Define Flexfield Mappings . 113Planning Data Collections13Overview of Data Collections for Supply Chain Planning . 13Global Entities. 14Data Collection Types for Supply Chain Planning . 15How the Order Orchestration and Order Promising Processes Use the Collected Planning Data . 16How You Enable Cross-References of Entities by Data Collections . 17How Planning Processes Collect Different Work Definitions and Item Structures . 17Enable External Data Collection for the Oracle Fusion Source System . 19Collect Planning Data from the Oracle Fusion Source System . 20Load Planning Data from Others and External Source Systems . 26Verify Collection Processes . 46Aggregate Customer Data . 484Planning Analytics53Overview of Planning Analytics . 53Configure Planning Analytics . 53Dimensions and Dimension Catalogs . 55Measure Catalogs. 58Levels and Attributes. 59
Oracle SCM CloudImplementing Supply Chain Planning5Enable Supply Chain Planning Features61How to Enable Project-Specific Supply Planning . 61How to Enable the Backlog Management Work Area . 61How to Enable the Replenishment Planning Work Area . 62
Oracle SCM CloudPrefaceImplementing Supply Chain PlanningPrefaceThis preface introduces information sources that can help you use the application.Using Oracle ApplicationsHelpUse help iconsto access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to find guides and videos.Watch: This video tutorial shows you how to find and use help.You can also read about it instead.Additional Resources Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partnercommunity, and other users. Training: Take courses on Oracle Cloud from Oracle University.ConventionsThe following table explains the text conventions used in this guide.ConventionMeaningboldfaceBoldface type indicates user interface elements, navigation paths, or values you enter or select.monospaceMonospace type indicates file, folder, and directory names, code examples, commands, and URLs. Greater than symbol separates elements in a navigation path.i
Oracle SCM CloudPrefaceImplementing Supply Chain PlanningDocumentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.Contacting OracleAccess to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:oracle fusion applications help ww grp@oracle.com.ii
Oracle SCM CloudImplementing Supply Chain Planning1Chapter 1OverviewOverviewOverview of Supply Chain Planning ImplementationTo implement Oracle Supply Chain Planning Cloud, you perform the tasks specified in the Supply Chain Planningoffering. The Supply Chain Planning offering is available on the Offerings page in the Setup and Maintenance work area.The Supply Chain Planning offering includes the following task lists: Define Common Applications Configuration for Supply Chain Planning Define Supply Chain Planning Configuration Define Extensions for Supply Chain PlanningThe setup and implementation of Supply Chain Planning follows the implementation of these other applications tocollect data from the Oracle Fusion source system: Oracle Product Management Cloud Oracle Supply Chain Materials Management Cloud Oracle Order Management Cloud Oracle Purchasing Cloud Oracle Manufacturing CloudNote: If you plan to implement only the Supply Chain Planning offering and you have a completely external sourcesystem from where you plan to collect data, you do not have to install other applications. Implement only the SupplyChain Planning offering and then load data from external fulfillment systems using CSV files.The tasks that comprise the Define Common Applications Configuration and Define Extensions task lists aredocumented in the Oracle SCM Cloud Implementing Common Features for Oracle SCM Cloud guide. When you setup Supply Chain Planning you have already performed the tasks in these task lists for the other applications. You canperform additional setup for these tasks if needed. For example, if you need to set up additional users, you can do so.The Define Supply Chain Planning Configuration task list is specific to the Supply Chain Planning offering. The setuptasks that comprise this task list are documented in the SCM Cloud Implementing Supply Chain Planning guide.Supply Chain Planning Configuration TasksThe Define Supply Chain Planning Configuration task list is part of the Supply Chain Planning offering. If you havenavigated to the Setup: Supply Chain Planning page from the Supply Chain Planning offering in the Setup andMaintenance work area, the Supply Chain Planning Configuration functional area corresponds to the Define SupplyChain Planning Configuration task list. The task list, or functional area, contains six tasks, two of which are required toset up Planning Central, Supply Planning, Demand Management, and Sales and Operations Planning work areas. Thistopic explains the following: The tasks included in the task list, or functional area, and which tasks are required. The work areas you can use to access the tasks.1
Oracle SCM CloudChapter 1Implementing Supply Chain PlanningOverviewThe Tasks Included in the Task ListThe following table specifies which tasks are included in the Define Supply Chain Planning Configuration task list orSupply Chain Planning Configuration functional area. The table also specifies which tasks are required.TaskRequired or OptionalCommentsManage Trading Community SourceSystemsOptionalThe Oracle Fusion source system ispredefined. You must create a tradingcommunity model if the source systemversion is ExternalManage Planning Source SystemsOptionalThe Oracle Fusion source system ispredefined.You must add a source system if you planto perform supply chain planning forexternal source systems.Manage Planning Profile OptionsOptionalYou can use the predefined values for allof the profile options.To use the Order Promising work area,there is one profile option you mustdefine: the Order Promising SourcingAssignment Set.Collect Planning DataRequiredPlanning Central, Supply Planning,Demand Management, and Sales andOperations Planning work areas use datacollected into the planing data repository.You must collect planning data to use anyof these products.Load Planning Data from FilesOptionalIf you are not using the Oracle sourcesystem to collect data, you can load datafrom CSV files for usage by Supply ChainPlanning work areas.For example, if you are using externaldata for Order Promising work area, youmust load data from these external sourcesystems.Configure Planning AnalyticsRequiredA minimum set of steps must becompleted for this task for plans to runsuccessfully.Collect calendars from the Oracle Fusionsource.2
Oracle SCM CloudChapter 1Implementing Supply Chain PlanningTaskOverviewRequired or OptionalCommentsAdd the following to the defaultDimension catalog: At least one calendar to the Timehierarchy. At least one product catalog to theProduct Hierarchy, if the defaultPlanning Catalog is not collected.Default hierarchies can be used for theother dimensions.Work Areas to Use to Access the TasksYou can access the tasks included in the Define Supply Chain Planning Configuration task list from the following workareas: Setup and Maintenance: Use the Supply Chain Planning offering on the Setup and Maintenance work area. Formore details regarding using the Setup and Maintenance work area to perform setup tasks, see the Oracle SCMCloud Implementing Common Features for Oracle SCM Cloud guide. Other Supply Chain Planning work areas (Planning Central, Supply Planning, Demand Management, and Salesand Operations Planning): Use the Task menu to access these tasks from one of the Supply Chain Planningwork areas.3
Oracle SCM CloudImplementing Supply Chain PlanningChapter 1Overview4
Oracle SCM CloudImplementing Supply Chain PlanningChapter 2Planning Source Systems and Profile Options2Planning Source Systems and ProfileOptionsManage Trading Community Source Systems for DataCollectionsThe Oracle Fusion source system is predefined in the Trading Community Model. For a new installation, the name of thepredefined Oracle Fusion source system is OPS. If the installation is an upgrade, the existing name of the source systemis used.If you plan to collect data from external source systems, each source system must first be added to the Manage TradingCommunity Source Systems page in the Setup and Maintenance work area. Here, the external source system indicatesthat the source system is not connected to any other Oracle Fusion applications. For example, you may want to collectdata for Oracle Fusion Global Order Promising Cloud from an external source system.To reference a source system in a collections process, you must select the Enable for Order Orchestration and Planningcheck box. To open the Manage Trading Community Source Systems page, navigate to the Setup and Maintenance workarea, and select the Supply Chain Planning offering. On the Setup: Supply Chain Planning page, click the Supply ChainPlanning Configuration functional area. On the Supply Chain Planning Configuration page, you may have to select AllTasks from the Show drop-down list to view the Manage Trading Community Source System task.The types of source system are explained in detail in the Managing Planning Source Systems for Data Collections:Explained topic.Manage Planning Source Systems for Data CollectionsTo populate the planning data repository, also known as the order orchestration and planning data repository, youcollect data from the Oracle Fusion source system. On the Manage Planning Source Systems page in one of the SupplyChain Planning work areas, enable organizations for collections. Depending on your security privilege, you can alsoenable organizations from the Setup and Maintenance work area.In the Setup and Maintenance work area, use the following: Offering: Supply Chain Planning Functional Area: Supply Chain Planning Configuration Task: Manage Planning Source SystemsThe Oracle Fusion Source SystemThe Oracle Fusion source system is included as a source system for data collection. Supply chain planning, orderorchestration, and order promising processes use data that are stored in the planning data repository. You ensure theCollections Allowed check box is enabled and manage which organizations you enable for collections.5
Oracle SCM CloudImplementing Supply Chain PlanningChapter 2Planning Source Systems and Profile OptionsTo open the Manage Trading Community Source Systems page, navigate to the Setup and Maintenance work area anduse the following: Offering: Supply Chain Planning Functional Area: Supply Chain Planning Configuration Task: Manage Trading Community Source SystemExternal Source SystemsYou can also allow collections for external source systems if you will be loading planning data from files for OracleFusion Global Order Promising. You must first define the external source system on the Manage Trading CommunitySource Systems.There are two types of external source systems: Others and External.Version ExternalThe version External source system indicates that the source system is not connected to any other Oracle Fusionapplications. This source system is not integrated with Oracle Fusion Product Data Model, Oracle Fusion TradingCommunity Model, and Oracle Fusion Order Management Cloud. The external source system is also referred as acompletely external source system. You cannot enable any other source system settings that are related to other OracleFusion applications. You can select the Collections allowed check box now or later depending on when you want to startcollecting data. This enables the source system for data collections using the file-based import process.Version OthersThe version Others source system indicates that the source system is connected to other Oracle Fusion applications.This source system is integrated for Oracle Fusion Product Data Model, Oracle Fusion Trading Community Model, andOracle Fusion Order Management Cloud. The following conditions are applicable when the external source is Others. External system data for Items, Item Structures, and Catalogs is uploaded to Oracle Product Data Model Cloud External system data for Customers, Customer Sites, Regions and Zones is uploaded to Oracle TradingCommunity Model Cloud External system data for Sales Orders is uploaded to Oracle Order Management CloudFor more information on types of data that can be collected for each source system, see the Import Templates Used toCreate CSV Files for Supply Chain Planning topic.Organizations Enabled for Data CollectionsThe process for enabling organizations varies depending on the version of the source system.To enable organizations for data collections when the source system version is Oracle Fusion, perform the followingsteps:1. Click the Manage Organization List button for your Oracle Fusion source system.2. Click the Refresh Organization List button to update the organizations list3. Select the Enable for Collections check box for the organizations from which you want to collect data.Tip: When performing collections during your initial setup, collect order orchestration reference objects from thepredefined Oracle Fusion source system, and consider collecting organizations. After enabling organizations forcollection, collect organizations first. You can confirm the collection results on the Supply Network Model page.6
Oracle SCM CloudChapter 2Implementing Supply Chain PlanningPlanning Source Systems and Profile OptionsTo enable organizations for data collections when the source system version is External (completely external sourcesystem), upload organizations using the file-based import process. The organizations are automatically enabled forcollections.To enable organizations for data collections when the source system version is Others, perform the following steps:1. Define an organization as an item-organization in the product data model.2. Upload the organization using the file-based import process and associate the organization with Others sourcesystem.Related Topics Import Templates Used to Create CSV Files for Supply Chain PlanningHow You Manage Planning Profile OptionsFor Planning Central, Supply Planning, Demand Management, and Order Promising work areas, set profile options tospecify the following: The profile option used by Supply Chain Planning processes The sourcing assignment set and lead time multiplier used by the Check Availability process The number of minutes that the results from the Check Availability process remain valid on the CheckAvailability page, as well as whether the check availability page displays analytics The number of default display days for the Review Supply Availability page, as well as the organization calendarto be used for supply buckets in the Supply Availability report The category set used when assignment sets are createdUse the Manage Planning Profile Options task from one of the Supply Chain Planning work areas to open the ManagePlanning Profile Options page. From this page, you can manage all of the profile options except the following: Order Promising Sourcing Assignment Set Order Promising Horizon in DaysTo manage these two profile options, use the Manage Administrator Profile Values task in the Setup and Maintenancework area to open the Manage Administrator Profile Values page. On the Manage Administrator Profile Values page,search for the profile option code MSP. The search results will also include the External ATP Web Service Enabled profileoption that must remain set to No in the current release.For more information about profile options, see the Define Profile Options section in the Oracle SCM CloudImplementing Common Features for Oracle SCM Cloud guide.Supply Chain Planning ProcessesThis table lists the profile options that affect Supply Chain Planning processes. If the profile option does not have adefault value, the Default Value column in the table is shown as Not applicable.Profile Option Display NameDefault ValueEffectCatalog for Sourcing AssignmentsNot applicableDefines the catalog to be used whendefining sourcing assignment sets.7
Oracle SCM CloudChapter 2Implementing Supply Chain PlanningPlanning Source Systems and Profile OptionsProfile Option Display NameDefault ValueEffectDecimal Precision for Quantity Display3Sets the precision to which quantities arerounded for display in planning products.Default Bookings History MeasureBooked Item by Booked DateSpecifies the default bookings historymeasure to use in demand forecasting.Default Capacity Display CalendarNot applicableSpecifies the default calendar to usefor the display of supplier capacity andresource availability in supply plans.Default Shipments History MeasureRequested Item by Shipped DateSpecifies the default shipments historymeasure to use in demand forecasting.Disable Search Warning in Planning PagesNoDefines whether to disable the displayingof a warning when users try to run asearch without including certain keycriteria used to limit the amount ofinformation returned.Enable Data Security for PlanningNoEnables planning data security todetermine access to Item, Organization,Customer, and Supplier data.Fixed Plan Start DateNot applicableSpecifies the fixed plan start date forplanning applications, and in orderpromising, for selected organizationsusing the MM/DD/YYYY date format.Full Data Access Allowed for Entities withNo Conditions DefinedYesEnables full data access allowed, insteadof no data access allowed, for entities withno data access conditions defined.Maximum Rows Displayed in PlanningSearch Pages100000Sets the maximum number of rows todisplay for searches that return largevolumes of data.Plan to Display AutomaticallyNot applicableSpecifies the name of the plan to beautomatically displayed.Share Plan PartitionsNoSpecifies whether a customerenvironment is partitioned by each plan.When enabled, a single partition is createdfor all plans.8
Oracle SCM CloudChapter 2Implementing Supply Chain PlanningPlanning Source Systems and Profile OptionsCheck Availability ProcessThis table lists the profile options that affect the Check Availability process. If the profile option does not have a defaultvalue, the Default Value column in the table is shown as Not applicable.Profile Option Display NameDefault ValueEffectOrder Promising Sourcing Assignment SetNot applicableDefines which sourcing assignment setwill be used by the supply allocation andcheck availability processesOrder Promising Horizon in Days700Sets the number of days into the futurefor which Oracle Fusion Global OrderPromising can schedule orders. Demandswith dates after the horizon cutoff are notscheduled.Supplier Capacity Accumulation LeadTime Multiplier1Defines the multiplier of the approvedsupplier list lead time to be used todetermine the date when to begin theaccumulation of supplier capacityCheck Availability PageThis table lists the profile options that affect the Check Availability page.Profile Option Display NameDefault ValueEffectTimeout for Check Availability Results10Sets the number of minutes that theresults returned by the Check Availabilityprocess will remain valid on the CheckAvailability pageAnalytics for Check Availability PageEnabledYesIf enabled, the Check Availability page willdisplay analyticsFulfillment Line Distribution Analytic Daysfor First Date Range2Sets the number of days for the firstlateness range in the Fulfillment LineDistribution analyticFulfillment Line Distribution Analytic Daysfor Second Date Range7Sets the number of days for the secondlateness range in the Fulfillment LineDistribution AnalyticFulfillment Line Distribution Analytic Daysfor Third Date Range14Sets the number of days for the thirdlateness range in the Fulfillment LineDistribution Analytic9
Oracle SCM CloudChapter 2Implementing Supply Chain PlanningPlanning Source Systems and Profile OptionsProfile Option Display NameDefault ValueEffectReview Supply Availability Page and Supply Availability ReportThis table lists the profile options that affect the Review Supply Availability page and the Supply Availability report. If theprofile option does not have a default value, the Default Value column in the table is shown as Not applicable.Profile Option Display NameDefault ValueEffectDefault Display Days in Review SupplyAvailability Page21Sets the number of horizon days for theReview Supply Availability page if end datewas not entered on the Check AvailabilitypageOrganization Calendar for Supply Bucketsin Supply Availability ReportNot applicableDefines the organization calendar to usefor the weekly and period supply bucketsin the Supply Availability reportAssignment Set, Assignment Level SelectionThis table lists the Sourcing Rule Category Set profile option. There is no default value for the Sourcing Rule CategorySet profile option. You must define a value for the Sourcing Rule Category Set profile option to have the assignmentlevels that include categories available as choices for assignment level when creating assignment sets.Profile Option Display NameEffectSourcing Rule Category SetDetermines which category set is used when defining assignment setsDatabase-Centric Order PromisingTo verify if database-centric order promising is in effect at your enterprise, take this path:1.2.3.4.5.Navigate to the Setup and Maintenance work area.Click the Search task.Search for the Manage Administrator Profile Values task.Select the MSC ENABLE GOP WITH NEW ARCH profile option.Verify that the following setup is in effect:a. The profile level value is Siteb. The profile level value is YesTo know the impact of this profile option, refer to the Database-Centric Order Promising chapter in the Using OrderPromising guide.10
Oracle SCM CloudImplementing Supply Chain PlanningChapter 2Planning Source Systems and Profile Opti
The Define Supply Chain Planning Configuration task list is part of the Supply Chain Planning offering. If you have navigated to the Setup: Supply Chain Planning page from the Supply Chain Planning offering in the Setup and Maintenance work area, the Supply Chain Planning Configuration function
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Supply chain management 1.1.2.1. Supply chain processes: the integrated supply chain point of view To describe supply chains from a process point of view, we refer to the supply chain operations reference (SCOR) model. SCOR is a cross-industry standard for supply chain management and has been developed and endorsed by the supply-chain council .
companies. In this case, supply chain management mainly focuses on cooperation between the supply chain actors. 1.1.2. Supply chain management 1.1.2.1. Supply chain processes: the integrated supply chain point of view To describe supply chains from a process point of view, we refer to the supply chain operations reference (SCOR) model.
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