Oracle Release Management
Oracle Release ManagementUser's GuideRelease 12.2Part No. E48849-01September 2013
Oracle Release Management User's Guide, Release 12.2Part No. E48849-01Copyright 1996, 2013, Oracle and/or its affiliates. All rights reserved.Primary Author:Padma RaoOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense 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. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation andagency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptationof the programs, including any operating system, integrated software, any programs installed on thehardware, and/or documentation, shall be subject to license terms and license restrictions applicable to theprograms. No other rights are granted 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 for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.This software or hardware and documentation may provide access to or information on content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services. OracleCorporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to youraccess to or use of third-party content, products, or services.
ContentsSend Us Your CommentsPreface1Release ManagementOverview of Oracle Release Management. 1-12Release Management Processing RulesOverview of Processing Rules. 2-1Establish Release Management Processing Rules. 2-3Processing Rules. 2-4Release Management Processing Rules. 2-7Demand Management. 2-7Demand Fences. 2-8Order Management. 2-9CUM Management. 2-11General. 2-12Consume Demand Hierarchy. 2-15Consume Demand Hierarchy Example. 2-16ATS Pre-Horizon Disposition Rule Application. 2-17Tolerance Changes. 2-18Demand Fences. 2-18Explanation of Frozen Fence and Roll Forward in Sales Order Results. 2-21Sales Order. 2-22Sales Agreement. 2-22Ship From Derivation.2-22iii
Matching Attributes. 2-233Shipment Delivery RulesOverview of Shipment Delivery Rules .3-1Maintain Ship/Delivery Pattern Code. 3-34Release Management WorkbenchOverview of Release Management Workbench. 4-1Release Management Workbench Prerequisites. 4-3Release Workbench Tools Menu. 4-4Schedule Summary. 4-5Schedule Summary Query. 4-5Overview of Schedule Details. 4-10Schedule Details - Header View. 4-13Schedule Details - Lines View. 4-14Non-Sequenced View. 4-14Sequenced View. 4-17Schedule Details - Exceptions View. 4-21Authorizations . 4-22Demand. 4-25Shipments. 4-26Horizontal Demand . 4-27Horizontal Schedule. 4-28Workflows . 4-285CUM WorkbenchOverview of CUM Workbench. 5-1Daily Processing. 5-2CUM Change Processing. 5-3CUM Management. 5-4CUM Workbench. 5-6CUM Key Details. 5-7Inactivating a CUM Key. 5-10Creating a CUM Key. 5-10Entering a CUM Adjustment. 5-116Reports and ProcessesOverview of Reports and Processes. 6-1Demand Status Inquiry Report. 6-2iv
Net Change Report. 6-5Release Management Exceptions Report. 6-7EDI Inbound Transactions. 6-10Release Management Demand Processor . 6-11Release Management Purge Schedule. 6-15CUM Transactions CUM Key Adjustment. 6-17Compare Schedule to Demand Report. 6-21Schedule/Release Report. 6-247Message CategoriesOverview of Message Categories. 7-1Set Up Message Categories. 7-2AWindows and Navigator PathsWindows and Navigator Paths. A-1BOracle Release Management Demand ProcessorOverview of Oracle Release Management Demand Processor.B-1Business Flow. B-2Using Demand Management. B-3Demand Processing Logic. B-9Load Demand Schedule Interface. B-10Demand Processor. B-12Manage New Demand. B-17Reconcile Old and New Demand. B-24Sales Order and Demand Processing. B-34Forecast Processing. B-36Responding to Schedule Exceptions. B-37Identify Errors and Causes. B-38Examine Schedule.B-39Correct Erroneous Data. B-42Re submit the Schedule to Demand Processor. B-44Oracle Release Management Setup Issues. B-44Oracle Release Management Processing Rules Order of Precedence. B-44Booking Order and Order Type.B-49Troubleshooting Illustrations.B-50Optional Matching Attributes .B-50e-Commerce Gateway Integration. B-52Processing Rules Hierarchy . B-53Trading Partner Toolkit. B-54v
XML Gateway Integration. B-55GlossaryIndexvi
Send Us Your CommentsOracle Release Management User's Guide, Release 12.2Part No. E48849-01Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete?Did you understand the context of the procedures?Did you find any errors in the information?Does the structure of the information help you with your tasks?Do you need different information or graphics? If so, where, and in what format?Are the examples correct? Do you need more examples?If you find any errors or have any other suggestions for improvement, then please tell us your name, thename of the company who has licensed our products, the title and part number of the documentation andthe chapter, section, and page number (if available).Note: Before sending us your comments, you might like to check that you have the latest version of thedocument and if any concerns are already addressed. To do this, access the new Oracle E-Business SuiteRelease Online Documentation CD available on My Oracle Support and www.oracle.com. It contains themost current Documentation Library plus all documents revised or released recently.Send your comments to us using the electronic mail address: appsdoc us@oracle.comPlease give your name, address, electronic mail address, and telephone number (optional).If you need assistance with Oracle software, then please contact your support representative or OracleSupport Services.If you require training or instruction in using Oracle software, then please contact your Oracle local officeand inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site atwww.oracle.com.vii
PrefaceIntended AudienceWelcome to Release 12.2 of the Oracle Release Management User's Guide.See Related Information Sources on page x for more Oracle E-Business Suite productinformation.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website athttp://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers have access to electronic support through My Oracle Support. Forinformation, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visithttp://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.Structure1 Release Management2 Release Management Processing Rules3 Shipment Delivery Rules4 Release Management Workbench5 CUM Workbench6 Reports and Processes7 Message CategoriesA Windows and Navigator PathsB Oracle Release Management Demand ProcessorGlossaryix
Related Information SourcesOracle Bills of Material User's GuideOracle e-Commerce Gateway User's GuideOracle XML Gateway User's GuideOracle Inventory User's GuideOracle Advanced Supply Chain Planning Implementation and User's GuideOracle Order Management User's GuideOracle Receivables User's GuideOracle Work in Process User's GuideOracle Workflow User's GuideIntegration RepositoryThe Oracle Integration Repository is a compilation of information about the serviceendpoints exposed by the Oracle E-Business Suite of applications. It provides acomplete catalog of Oracle E-Business Suite's business service interfaces. The tool letsusers easily discover and deploy the appropriate business service interface forintegration with any system, application, or business partner.The Oracle Integration Repository is shipped as part of the E-Business Suite. As yourinstance is patched, the repository is automatically updated with content appropriatefor the precise revisions of interfaces in your environment.You can navigate to the Oracle Integration Repository through Oracle E-Business SuiteIntegrated SOA Gateway.Do Not Use Database Tools to Modify Oracle E-Business Suite DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle DataBrowser, database triggers, or any other tool to modify Oracle E-Business Suite dataunless otherwise instructed.Oracle provides powerful tools you can use to create, store, change, retrieve, andmaintain information in an Oracle database. But if you use Oracle tools such asSQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity ofyour data and you lose the ability to audit changes to your data.Because Oracle E-Business Suite tables are interrelated, any change you make using anOracle E-Business Suite form can update many tables at once. But when you modifyOracle E-Business Suite data using anything other than Oracle E-Business Suite, youmay change a row in one table without making corresponding changes in related tables.If your tables get out of synchronization with each other, you risk retrieving erroneousx
information and you risk unpredictable results throughout Oracle E-Business Suite.When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suiteautomatically checks that your changes are valid. Oracle E-Business Suite also keepstrack of who changes information. If you enter information into database tables usingdatabase tools, you may store invalid information. You also lose the ability to track whohas changed your information because SQL*Plus and other database tools do not keep arecord of changes.xi
1Release ManagementThis chapter covers the following topics: Overview of Oracle Release ManagementOverview of Oracle Release ManagementOracle Release Management automates high-volume electronic demand managementby continually incorporating customer demand into the order and planning processes.Oracle Release Management validates, archives, manages, and reconciles customerplanning, shipping, and production sequence schedules with timely updates to salesorders, sales agreements, and forecasts.Defining and applying hierarchical processing rules enables you to determine correctquantities, dates, and other valuable information required to ensure on-time delivery ofgoods to customers. You can electronically collaborate with customers and managedemand more accurately. Oracle Release Management provides a centralized view ofcurrent order status.Related TopicsProcessing Rules , page 2-4Overview of Shipment Delivery Rules, page 3-1Message Categories , page 7-1Release Management Workbench , page 4-1Overview of CUM Workbench, page 5-1Overview of Reports and Processes, page 6-1Release Management1-1
2Release Management Processing RulesThis chapter covers the following topics: Overview of Processing Rules Establish Release Management Processing Rules Processing Rules Release Management Processing Rules Demand Management Demand Fences Order Management CUM Management General Consume Demand Hierarchy Matching AttributesOverview of Processing RulesWhen managing customer demand, you must consider internal and external businessrules. These rules dictate how demand is processed into the order management andproduction fulfillment cycles. The Release Management Processing Rules windowprovides a single location for defining and maintaining business rules. The rules applyto inbound schedule lines for calculation of the optimum shipment date, quantity, andsourcing information. Release Management Processing Rules are maintained as follows: Ship-From/Customer Rules Ship-From/Customer Item Rules Ship-From/Ship-To RulesRelease Management Processing Rules2-1
Ship-From/Ship-To/Customer Item RulesProcessing Rules are defined in terms of specific ship-from organizations. When allrules are consistent for customer addresses and customer items, only theShip-From/Customer Rules might need to be defined. Processing rules can now bedefined for related ship-to addresses. To override rules from the customer level, enteraddress information at the Ship-From/Ship-To Rules level. If you want to associate acustomer item processing rule to a specific address or customer, define processing rulesat the Ship-From/Ship-To/Customer Item Rules level or the Ship-From/Customer ItemRules level.The Demand Processor uses the following hierarchy when processing rules:1.Ship-from Ship-to Address/Customer Item rules: Different rules for items withinthe same customer ship-to address.2.Ship-from Ship-to Address rules: Different rules for addresses within the samecustomer, regardless of customer items.3.Ship-from Customer Item rules: Different rules for items within the same customer,regardless of addresses.4.Ship-from Customer rules: The same rule for all items within all addresses withinthe customer.PrerequisitesTo define ship-from customer item information, you must perform the following steps:2-2 Define Customer Addresses. See: Oracle Receivables User's Guide. Define Warehouse/Inventory Organization. See: Using Oracle HRMS - theFundamentals. Define Inventory Items. See: Oracle Inventory User's Guide. Define Customer Items. See: Oracle Inventory User's Guide. Define Pricing Agreements. See: Oracle Order Management User's Guide. Define Price List for the preferred inventory item if you do not want to use a pricingagreement on this item. See: Oracle Order Management Implementation Manual. Define Sales Order Header. For some inventory items, you may not want to use aSales Agreement. See: Oracle Order Management User's Guide. Define Sales Agreement. For some inventory items, you may not want to use a SalesOrder. See: Oracle Order Management Implementation Manual.Oracle Release Management User's Guide
Optionally, Define Customer Receiving Calendar. See: Oracle Shipping ExecutionUser's Guide. Define Warehouse Shipping Calendar. See: Oracle Shipping Execution User's Guide.Establish Release Management Processing RulesTo establish Release Management Processing Rules in Oracle Release Management, addthe CUM Management rule to the customer or customer address. This information canbe entered by the warehouse or the inventory shipping organization. For everywarehouse that does business with a customer address, you can define the CUM OrgLevel Setup, CUM Rule. The CUM Management rule does the following: Determines the CUM Management method. Determines Intransit time. Determines the sales order number.Demand is loaded to the sales order number defined at the lowest level for theship-from/ship-to relationship. Determines the sales agreement and associated rules.Demand is loaded to the release order through the sales agreement defined at thelowest level for the ship-from/ship-to relationship. Defines any new shipment delivery pattern codes and override transmittedcustomer codes.Oracle Release Management enables you to override the ship delivery pattern codetransmitted on inbound customer demand transactions and to select a differentcode.Use the Ship Delivery Pattern Rules window to create custom pattern codes. Youcan use these codes to set the default ship delivery pattern code on the processingrules window.Oracle Release Management enables you to access and process transactions for multipleoperating units. Use the Operating Unit field on the processing rules window to selectthe operating field unit name.Related TopicsProcessing Rules, page 2-4Matching Attributes, page 2-23Overview of CUM Workbench, page 5-1Release Management Processing Rules2-3
Overview of Shipment Delivery Rules, page 3-1Release Management Demand Processor , page 6-11Processing RulesThe summary window displays the processing rules and enables you to create new andmodify existing rules if you have sufficient security access.The Release Management Processing Rules window contains the following regions: Operating Unit: Lists the name of the operating unit.This field displays names of all the operating units for which you have sufficientsecurity access. Ship-From Organization: Lists the name and shipping organization codeThese fields are automatically populated if you query an existing record. Ship-To Customer: Lists the customer name and numberThis field displays the names and numbers of all the related Ship-to customers.These fields are automatically populated if you query an existing record. Alternate tabbed: Includes the Ship to Address, and the Customer Items tabs.The alternate tabbed region Ship-To Addresses tab displays the EDI location codes,cities, and addresses for the corresponding customer. The Items At Address Levelregion displays the processing rules defined for customer items for the selectedaddress. The region includes the following fields: Customer Item Inventory Item Description Commodity CodeCustomer Item displays the customer item, inventory item, description, andcommodity code for the corresponding customer selected previously.2-4Oracle Release Management User's Guide
Release Management Processing Rules WindowRelease Management Processing Rules2-5
Find Processing RulesFind Processing Rules WindowThis window enables you to query the processing rules using specific selection criteria.Query the processing rules using a range of criteria:2-6 Operating Unit: To query processing rules, the operating unit code is defaulted.This represents the supplier's operating unit. You can switch to another operatingunit if you have sufficient security access. Ship From Org: To limit the query to processing rules for a single organization,enter the organization code that represents the supplier's ship-from location. Customer Name/Number: Enter the customer name or number to limit the query toprocessing rules for a single customer. If you do not specify a customer, allprocessing rules matching your other selection criteria will appear in the summarywindow. Ship-To Location: Enter the customer shipping address code to limit the query toprocessing rules for a single customer shipping address. You can also query using arelated customer shipping address code. If you do not enter a ship-to location code,demand for all shipping addresses associated with the specified selection criteriawill appear in the summary window. From Cust Item and To Cust Item: Enter the customer item to limit the query toprocessing rules for a single customer item. If you do not enter a specific customeritem, all processing rules matching your other selection criteria will appear in thesummary window.Oracle Release Management User's Guide
Note: The following fields are disabled if the operating unit is notdefined: Ship-to Location, Address, From Cust Item, To Cust Item.Related TopicsMatching Attributes, page 2-23Release Management Processing Rules, page 2-7Release Management Processing RulesThe Release Management Processing Rules Details window enables you to view detailsof the processing rules for the selected record in the summary window. You can viewreferenced information in the following fields: Operating Unit Customer Ship-to Location , City, Address Customer ItemDemand ManagementThe Demand Management tab displays the following information: Consume Demand HierarchySee: Consume Demand Hierarchy and Consume Demand Hierarchy Example, page2-15 ATS PreHorizon DispositionSee: Authorized to Ship (ATS) Pre-Horizon Disposition Rule Application, page 217 ATS PreHorizon Cutoff Days Use Cust Ship Delivery Pattern Default Ship Delivery Pattern Demand ToleranceSee: Tolerance Changes, page 2-18Release Management Processing Rules2-7
Standard Pack Round To Standard Pack QuantityImportant: The Default Ship Delivery Pattern field is mandatory ifthe Use Customer Ship Delivery Pattern checkbox is not selected.Release Manage
Release Management 1-1 1 Release Management This chapter covers the following topics: Overview of Oracle Release Management Overview of Oracle Release Management Oracle Release Management automates high-volume electronic demand management by continually incorporating customer demand into the order and planning processes.
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